Posted by 2Invest > 2023-12-26 18:35 | Report Abuse

Good to see KGB continue to perform.

Posted by chai2145 > 2023-12-26 19:05 | Report Abuse

if really go Rm3, 😁

Posted by Mr NoNeedToStudy > 2023-12-26 19:24 | Report Abuse

Calvin is a bad analyst. Only talk about his wins KEEP VERY QUIET BOUT HIS FAILED PICKS ....KGB another example now. Where you Calvin ? Where are you hiding ????????????

Posted by klee > 2023-12-26 20:31 | Report Abuse

Since calvin has kept quiet dont mock him anymore.Kgb will end the year with a bang.And become one of the best performer in 2024.

Posted by Ravi1969 > 2023-12-26 22:08 | Report Abuse

Calvin reminds me of rr88 and his twin Jerichomy lol

Posted by ChloeTai > 2023-12-26 22:30 | Report Abuse

https://www.tradingview.com/markets/stocks-malaysia/market-movers-ath/

Date: 26 December 2023
KGB (Kelington Group Berhad)
Price: RM2.15
P/E: 16.76
Div Yield: Q2 : 1.45% (1.5 sen), Q4 : ?
Net profit (RM,000): Q1 : 16,188, Q2 : 19,064, Q3 : 31,668, Q4: ?
EPS: Q1 : 2.52 sen, Q2 : 2.96 sen, Q3 : 4.91 sen, Q4: ?
Analyst rating: STRONG BUY

Posted by ChloeTai > 2023-12-27 06:41 | Report Abuse

Kelington Group Berhad produces liquid carbon dioxide.

Scientific knowledge about the use of liquid carbon dioxide:

Liquid carbon dioxide is used
(a) for freezing and chilling of food products; carbonation of beverages; water treatment; low temperature testing of aviation and electronic components; oil and gas well stimulations; and controlling chemical reactions.
(b) as a refrigerant, in fire extinguishers, for inflating life rafts and life jackets, blasting coal, foaming rubber and plastics, promoting the growth of plants in greenhouses, immobilizing animals before slaughter, and in carbonated beverages.

Posted by ChloeTai > 2023-12-27 06:43 | Report Abuse

Kelington Group Berhad produces liquid carbon dioxide.

Scientific knowledge about how liquid carbon dioxide is produced:

How are liquid carbon dioxide?
Gaseous CO2 can be liquefied under pressure provided its temperature is below 31 °C (87,8 °F), this temperature being referred to as the CRITICAL POINT. If compressed and cooled below the critical point, a colourless fluid, approximately the same density as water, is produced.

Posted by ChloeTai > 2023-12-27 07:22 | Report Abuse

I have sold 100% of my Genting Berhad shsres with satisfied profit. I sold Genting due to the spread of Covid-19 varient JN.1. I, my husband and daughter were covid positive on 15 December 2023. It took 10 days for us to recover completely.

I have to choose a new share for my portfolio to replace Genting Berhad. And so happened that www.tradingview.com filter the best share under ALL TIME HIGH and it shows KGB. Today morning (27 December 2023 7 am), I am still feeling slight nervousness on how the operator wants to close the financial calender of 2023. Hope it can close at record high on 29 December 2023.

Posted by ChloeTai > 2023-12-27 07:28 | Report Abuse

At this moment my portfolio concists of KGB (50%), YTL (10%), YTLPOWER (10%), MCEMENT (10%) and HUMEIND (10%). Hope that many participants will pick KGB in the I3investor portfolio competition, with initial closing price of the last day of 2023.

Posted by CapitalCraftsman > 2023-12-27 12:25 | Report Abuse

May be KGB will collaborate with HE Group in one day. Btw, HE Group is involved in designing, supplying, installing, testing, and commissioning power distribution systems, catering mainly for industries such as semiconductor, medical device, and electronic product industries.

https://theedgemalaysia.com/node/695224

Posted by hoplanner > 2023-12-27 12:43 | Report Abuse

good luck chloeTai, happy new 2024

Posted by Travisbravis > 2023-12-27 15:38 | Report Abuse

take a look at Kgb-wb, very bullish too

Posted by ChloeTai > 2023-12-27 17:18 | Report Abuse

@hoplanner. Happy New Year 2014 to you too. Closed unchanged at RM2.15 (27.12.2023). Profit taking well-absorbed.

Posted by ChloeTai > 2023-12-27 17:25 | Report Abuse

@Travisbravis, Today KGB-WB dropped 0.015 to RM0.78, making its premium to almost 0. Hopefully, for the last two trading days, the operator will adjust the KGB-WB to a fair price with higher premium (expired in 2026, still so long away).

Posted by MarketnNomad > 2023-12-27 18:01 | Report Abuse

my friend say factory order too full, not enough capacity

Posted by handsomejs > 2023-12-28 03:36 | Report Abuse

Here is better than klse there , hi all investors

Posted by handsomejs > 2023-12-28 03:36 | Report Abuse

I think KGB could be the next greatech anyone agree, comprehend with this statement

Posted by ChloeTai > 2023-12-28 06:57 | Report Abuse

After yesterday sell-off, the premium of KGB-WB becomes 0.47%. A warrant which only expired in 24/7/2026 (938 days) cannot have such a low premium. If the premium turns negative, then many investors will convert it to mother share. Let's see today (28.12.2023) on how the operators will adjust the price of KGB-WB.

Posted by Barbaraklaus > 2023-12-28 07:36 | Report Abuse

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Posted by ChloeTai > 2023-12-28 07:38 | Report Abuse

For the mother share KGB, hopefully the operator will make stay steady at RM2.15 or move up slightly to uncharted territory.

Posted by ChloeTai > 2023-12-28 09:53 | Report Abuse

Morning (28.12.2023): Still moving downwards with low volume. Got to be patient until mid February 2024.

Posted by ChloeTai > 2023-12-28 16:56 | Report Abuse

Today (28.12.2023), KGB and KGB-WB closed unchanged at RM2.15 and 0.78 respectively. The WB only has only a premium of 0.47%, making it under value.

Posted by ChloeTai > 2023-12-29 09:32 | Report Abuse

https://klse.i3investor.com/web/cube/blog/blposts/Chloe_Tai_Blog/chloetai

Posted by wallstreetrookieNEW > 2023-12-29 11:41 | Report Abuse

Time to all in

Posted by wallstreetrookieNEW > 2023-12-29 11:41 | Report Abuse

KGB will hit RM2.50

Posted by wallstreetrookieNEW > 2023-12-29 11:42 | Report Abuse

BUY

Posted by Aaron_tan > 2023-12-29 13:07 | Report Abuse

sell

Posted by gohkimhock > 2023-12-29 15:29 | Report Abuse

All in. Looking for a great year for 2024. Show Hand!

Posted by ChloeTai > 2023-12-29 17:03 | Report Abuse

Closed at all time high. KGB RM2.17 and KGB-WB RM0.81. Looking forward to 2024.

Posted by supertrader1 > 2023-12-30 12:46 | Report Abuse

yes, looks good for 2024..kasi sailang

Posted by OTB > 2023-12-30 13:53 | Report Abuse

Posted by klee > 4 days ago | Report Abuse
confirmed Otb is on this rocket..
--------------
I invested in KGB and KGB-WB in a big way, win big in 2023.
I did not reply you because I want to reserve this information.
I selected KGB-WB in 2024 stock pick competition.
Thank you.

Posted by cgtan2020 > 2023-12-30 15:37 | Report Abuse

@ChloeTai https://www.tradingview.com/x/ywOQZTwS/
Adjustment is coming, might retrace before moving higher. Sure will moving higher in 2024, just need more time.

Posted by cgtan2020 > 2023-12-30 15:43 | Report Abuse

@ChloeTai currently there is 1,339,700 net short position for KGB.

Posted by ChloeTai > 2023-12-30 17:30 | Report Abuse

@cgtan2020, I am same as Mr Ooi Teik Bee. 50% of my money is in KGB-WB. I do not own KGB mother share.

Posted by ChloeTai > 2023-12-30 17:38 | Report Abuse

Another 50% are in YTL, YTLPOWER, MCEMENT and HUMEIND.

Posted by Kicapmanis > 2023-12-30 18:35 | Report Abuse

Why do you opt for wb instead of mother share

Posted by cgtan2020 > 2023-12-31 15:23 | Report Abuse

Q4 Profit will be around RM32M to RM35M, Total for FY2023 will be around RM100M. PE around 14 at current price of 2.17. ROE of 29.x. FY2024 Estimated Profit will be around RM120M for FY2024 with FPE of 11.7

Posted by Moolala > 2023-12-31 20:54 | Report Abuse

I concur with your earnings and valution forecast @cgtan

Posted by ChloeTai > 2024-01-01 04:59 | Report Abuse

@Kicapmanis: KGB-WB is now only having a premium 0.93% compared to the mother share. It will only expired on 24/07/2026 (935 days). KGB-WB should have a higher premium since the expiring date is so long away. The trouble is the mother share one bid is 1 sen but for KGB-WB one bid is only half a sen.

Posted by ChloeTai > 2024-01-01 05:04 | Report Abuse

@cgtan2020: Thank you very much for your positive forecast.

Posted by cgtan2020 > 2024-01-01 08:56 | Report Abuse

@ChloeTai, only if 2nd LCO2 planted is producing, they might have some write-off in Q4, that is very seasonal event. Worse case will go to 28M to 30M. Warrants premium is low but if mother move south it will move south more faster. So need to prepare for that.

Posted by cgtan2020 > 2024-01-01 09:33 | Report Abuse

KGB will ride the waves till 2026, keep monitoring the Order books.

https://www.semi.org/en/news-media-press-releases/semi-press-releases/global-300mm-fab-equipment-spending-forecast-to-reach-record-%24119-billion-in-2026-semi-reports

MILPITAS, Calif. — June 13, 2023 — Global 300mm fab equipment spending for front-end facilities next year is expected to begin a growth streak to a US$119 billion record high in 2026 following a decline in 2023, SEMI highlighted today in its quarterly 300mm Fab Outlook Report to 2026. Strong demand for high-performance computing, automotive applications and improved demand for memory will fuel double-digit spending in equipment investments over the three-year period.

LogoAfter the projected 18% drop to US$74 billion this year, global 300mm fab equipment spending is forecast to rise 12% to $US82 billion in 2024, 24% to US$101.9 billion in 2025 and 17% to US$118.8 billion in 2026.

“The projected equipment spending growth wave underscores the strong secular demand for semiconductors,” said Ajit Manocha, SEMI President and CEO. “The foundry and memory sectors will figure prominently in this expansion, pointing to demand for chips across a wide breadth of end markets and applications.”

Regional Growth

Korea is expected to lead global 300mm fab equipment spending in 2026 with US$30.2 billion in investments, nearly doubling from US$15.7 billion in 2023. Taiwan is forecast to invest US$23.8 billion in 2026, up from US$22.4 billion this year, and China is projected to log US$16.1 billion in spending in 2026, an increase from US$14.9 billion in 2023. Americas equipment spending is expected to nearly double from US$9.6 billion this year to US$18.8 billion in 2026.

Segment Growth

Foundry is projected to lead other segments in equipment spending at US$62.1 billion in 2026, an increase from US$44.6 billion in 2023, followed by memory at US$42.9 billion, a 170% increase from 2023. Analog spending is forecast to increase from US$5 billion this year to US$6.2 billion in 2026. The microprocessor/microcontroller, discrete (mainly power devices), and optoelectronics segments are expected to see spending declines in 2026, while investments in logic is forecast to rise.

The SEMI 300mm Fab Outlook Report To 2026 report lists 369 facilities and lines globally, including 53 high-probability facilities expected to start operation during the four years starting in 2023.

About SEMI
SEMI® connects more than 2,500 member companies and 1.3 million professionals worldwide to advance the technology and business of electronics design and manufacturing. SEMI members are responsible for the innovations in materials, design, equipment, software, devices, and services that enable smarter, faster, more powerful, and more affordable electronic products. Electronic System Design Alliance (ESD Alliance), FlexTech, the Fab Owners Alliance (FOA), the MEMS & Sensors Industry Group (MSIG), Nano-Bio Materials Consortium (NBMC), and SOI Consortium are SEMI Strategic Technology Communities. Visit www.semi.org, contact one of our worldwide offices, and connect with SEMI on LinkedIn and Twitter to learn more.

Association Contacts

Michael Hall/SEMI
Phone: 1.408.943.7988
Email: mhall@semi.org

Posted by cgtan2020 > 2024-01-01 09:36 | Report Abuse

anyone need KGB's Q32023 Management Result briefing, do PM me at MQ Chat.

Posted by Samchong3388 > 2024-01-01 11:42 | Report Abuse

Hi cgtan2020 can share management briefing?

Posted by Ravi1969 > 2024-01-01 12:53 | Report Abuse

KGB will be the next Greatec

Posted by cgtan2020 > 2024-01-01 12:59 | Report Abuse

@Samchong3388 pm me at MQ Chat of the investor partners apps

Posted by daretocutandchange > 2024-01-01 13:21 | Report Abuse

l must thanks a lots and salute to the C E O,hopefully he will create more to the company.

Posted by ChloeTai > 2024-01-01 19:09 | Report Abuse

@cgtan2020 : TQ for your opinion. I am just holding only RM25,000 KGB-WB shares. Adding the rest, it is only RM50,000. I am just a tiny anchovy (ikan bilis). Dare not play big. Money in fixed deposits cannot touch. If touch, divorce is the consequences.

Posted by cgtan2020 > 2024-01-01 19:58 | Report Abuse

@ChloeTai grow it slowly. soon it will snowball.