Posted by dawchok > 1 month ago | Report Abuse

Kelington starts production at second LCO2 plant
https://www.klsescreener.com/v2/news/view/1299945/kelington-starts-production-at-second-lco2-plant

Posted by gohkimhock > 1 month ago | Report Abuse

most likely we could see a jump in the earnings in 3QFY24.

Posted by cgtan2020 > 1 month ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/03/26/kelington-starts-production-at-second-lco2-plant

Posted by Cakes Moon > 1 month ago | Report Abuse

Good news out, share price down.
Something fishy, better monitor 1st ~

Posted by gohkimhock > 1 month ago | Report Abuse

一，买入公司，而非股票
二，利用市场的愚蠢，进行有规律的投资
三，善用财务报表。

Posted by klee > 1 month ago | Report Abuse

anytime break 2.8 n cross rm3 now

Posted by OTB > 1 month ago | Report Abuse

The analyst from Interpac broker gives a PAT of 135 M in FY 2024 and 150M in FY 2025.
It means a growth of 35% in 2024 and 50% in 2025 if compared against PAT in 2023.
This stock is one of the best growth stocks in 2024 beside YTLPower.

Should keep a bit longer term for KGB and YTLPower to win big.
It is not so easy to find a strong growth stock in KLSE.
In KLSE, you cannot find a very good fundamental stock and also a growth stock.

KGB is a bit related to semiconductor industries, based on the report from Kenanga, the semiconductor industry will grow 12% in 2024 and 24% in 2025 respectively.
-----------------------
KGB starts production at second LCO2 plant, I believe Q1 2024 result should be good.
Initially, I project a growth rate of 20%, initial projected PAT is 120 million in FY 2024.
The analyst from Interpac broker gives a PAT of 135 M in FY 2024 and 150M in FY 2025.
The PAT from Q4 2023 should be 46 million if there is no extraordinary loss of 11 million in China.
It appears to me the projected PAT from the analyst of Interpac broker at 135 million is also on a low side in view of new production at new LCO2 plant.
Moreover, semiconductor industry will grow 12% in 2024 and 24% in 2025 respectively.
Good luck and hope for the best.
Thank you.

Posted by dawchok > 1 month ago | Report Abuse

Referring to your 2nd last sentence about the new LCO2 plant, the contribution from LCO2 infact is not significant if we look at the past income breakdown. Nevertheless any extra earning is good for the valuation of KGB especially the extra earning from LCO2 which carries much higher net margin that the main income stream, UHP.

Posted by dawchok > 1 month ago | Report Abuse

As said before, the strongest driving force behind the share price of KGB is the replenishment of contracts. In the past years, there were announcements on new contract wins every couple months, but I don't see the trend is sustained this year. A bit of a concern. Hopefully a new big contract win is on the way. God bless.

Posted by Goldberg > 1 month ago | Report Abuse

Folks, to make money in stocks, you need to have vision to see them, courage to buy them & patience to hold them.

But sadly patience is the rarest of the three.

Posted by OTB > 1 month ago | Report Abuse

The PAT from Q4 2023 should be 46 million if there is no impairment loss of 11 million in China.
If you take 46 million x 4 = 184 million.
If you take 35 million x 4 = 140 million.
New production at LCO2 plant will make the PAT > 140 million.

I do not do my research on Ableglob, hence I cannot comment on this stock.
Thank you.

Posted by dawchok > 1 month ago | Report Abuse

Thank you for your kind response.

Posted by diuleiloumei > 1 month ago | Report Abuse

Please post insights about KGB here instead about others stock, thanks

Posted by bohliau10 > 4 weeks ago | Report Abuse

To : All

From : SEE _Research
issued on 11.55 am. , 10 April 2024 / Wednesday ___
first day of Hari Raya holidays ___

K G B / mother share / 0151

on its techical chart and analysis
as per 9 April 2024 __Tuesday
before Hari Raya holidays

Commentary

A. Basing on the daily chart of 9 April 2024 __
K G B __ mother share has been trading above its uptrending mode of
20 days simple moving average that is healthy and exhibit a good technical sign.

B. However , the upwards movement has encountered the first resistance level of RM 2.76 .

C. Traders will need to pay special attention on its price actions and volume behaviour in order to determine on this first resistance at RM2.76 can be broken decisively to challenge on its current peak __
2nd resistance at RM 2.80 and

close up with sheer determination above RM 2.81 ___on its way for the coming trading days to the
psychological resistance of RM 3.00 .

D. Very likely from this chart ,
it will take up another 17 trading days___ starting from
5 April 2024 to
3 May 2024

to reach its upper trajectory level of
RM 3.12 at around 3 May 2024

E. Let wait for another
17 trading days __ to witness whether the technical chart and analysis __ will reflect its good behavioural pattern with its determined __ positive efforts .

Posted by shareinvestment7 > 3 weeks ago | Report Abuse

KGB support line at danger.

Posted by OTB > 3 weeks ago | Report Abuse

Due to trade war between the US and China, most of semiconductor industries are shifted to Malaysia.
It is a good news to Malaysia.
Semiconductor industry will perform well in 2024.
Semiconductor industry will grow 12% in 2024 and 24% in 2025 respectively.
Hence KGB will perform well in 2024 and 2025.
Good luck.
Thank you.

Posted by Cakes Moon > 3 weeks ago | Report Abuse

Run for your life!!!
Cut loss!!!

Posted by mf > 3 weeks ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

37,735.11

-248.13

0.65%

Nasdaq

NASDAQ Composite

15,885.01

-290.07

1.79%

Posted by Cakes Moon > 3 weeks ago | Report Abuse

This is a great chance to cut lost before further drop tomorrow!!!
Do not hesitate or stuck here for long!!!

Posted by waorangsiam > 3 weeks ago | Report Abuse

@cakes moon, yes. sold before big drop. and now buying back. how u know tomorrow will drop further? if yes good thing! have a lot to buy back.

Posted by Permutation > 3 weeks ago | Report Abuse

Israel will very likely attack Iran in the coming days / weeks. Their armed forces chief vowed so. Do we sell today following a rebound or hold for a while ? Its anyone guess whether it will fall further.
However the moment Israel strike Iran, the market will probably take another hit as well.
Perhaps it make sense to take profit by reducing half my holding and keep the balance for another 6 months.

Posted by Cakes Moon > 2 weeks ago | Report Abuse

Now market risk is high, better play safe, come back when things stablized.

Posted by shareinvestment7 > 2 weeks ago | Report Abuse

Support line broken already. No point fighting with the downtrend. Cut loss and run first.

Posted by waorangsiam > 2 weeks ago | Report Abuse

still have 70% sold to buy back. let's see next week

Posted by bohliau10 > 1 week ago | Report Abuse

To : All

From : SEE _Research

Issued at
11.00 pm., 27 April 2024 / Saturday

K G B / 0151

A. There is a comprehensive write up on Star Biz Week __ 27 April 2024
Page 3
Page 5

with heading ___
Technology

Kelington to reap the benefits of a diversified business strategy / page 3


Key points are
Kelington Group Berhad is poised to ride the tailwinds of an anticipated semiconductor recovery in 2024

It operates under four core business divisions
A. Ultra - high purity ( UHP )
B. Process engineering
C. General contracting
D. Industrial gases

The group has a strong presence in Malaysia / H Q

China , Singapore.

Its geographical footprint stretches further to include
Australia
Philippines
Indonesia
Fiji
New Zealand

With new offices in Hong Kong and Germany

Hong Kong will lean towards new plants involved in semiconductor research and development/ R & D

Germany represents a strategic entry point to penetrate the
European Union market.

Kelington Engineering ( Germany ) GmbH __ incorporated and established

Kelington Engineering ( HK ) Ltd
incorporated and established


Good signal as
Raymond Gan Hung Keng
( M D ) reveal that
Kelington Engineering ( Germany ) GmbH is tendering for a job related to automotive power chips in Germany

Kelington Engineering ( Germany ) GmbH is tendering for a job related to automotive power chips in Germany

Kelington Engineering ( Germany ) GmbH is tendering for a job related to automotive power chips in Germany

Once it manages to receive such award / s __
will signal the bullish run up on its share prices



Page 5

Kelington maintains earnings visibility with order book of RM 1.3 billion as at December 2023 .

The last two to three years ; its order book has been averaging at around
RM 1.2 billion and the group intends to maintain those levels going forward.

Kelington has recently commenced operations at its new LCO 2 plant in Kerteh , Terengganu __
capacity
70 , 000 tonnes per 1 year.

Total production capacity of LCO2 to
120, 000 tonnes per 1 year .

The business of LCO2 has been very good as the first LCO2 Plant has reached 100 % - capacity utilisation rate .

The shortage of LCO2 in Asia and Oceania countries to persist __
over the next two to three years ,
Will be to ramp up the full capacity of our second plant __ once 90 % of total utilisation, we shall consider to construct of a third plant as we had acquired a vacant land from the Terengganu state government that is adjacent to our first LCO2 PLANT.

The land size is big to provide for additional LCO 2 __ two additional plants as and when the need arises.

Kelington Group Berhad __ net profit rise 84 % to
RM 102 . 65 millions for the financial year ended December 31 , 2023 __ as compared to its previous year of
RM 55.75 millions .

EPS increases to 15.94 cents
from 8.67 cents __
with growth of revenues.

Dividend pay out for 2023 _
of four / 4 cents

Dividend pay out for 2022 __ of two .five / 2.5 cents

Posted by SEE_Research > 1 week ago | Report Abuse

To take note in the blue box on page 5 of
Star BizWeek __ 27 April 2024 / Saturday

Quote ___

Group chief operating officer,
Ong Weng Leong says the group ' s
total tender book stands at
RM ___ 1.9 billion across its key markets

With the markets still hot ,
Ong anticipates a continued abundance of tender opportunities.

Unquote


================================================================

To : All

From : SEE _Research
issued on 9.30 am., 28 April 2024

In short ; just to strike a few tender awards __ win
with above at per 1 tender over
RM 150 , 000, 000.00 will definitely excite on its share prices upwards.

Posted by Goldberg > 1 week ago | Report Abuse

KGB poised to surge on the uptrend in Semis.
--------------------------------------------------
KGB for: (i) being a direct proxy to the front-end wafer fab expansion,

(ii) its solid earnings visibility underpinned by both robust order book of RM1.3b and tender book of >RM1.9b

(iii) its strong foothold in multiple markets, i.e. Malaysia, Singapore and China.

(iv) KGB starts production at second LCO2 plant.

I believe Q1 2024 result should be good.

Posted by troy88 > 1 week ago | Report Abuse

Fundamentals still strong. Should resume bull run to above RM3 to reach greater heights..

Posted by mf > 1 week ago | Report Abuse

take profit

Posted by Agjl > 1 week ago | Report Abuse

Mf….whenever a stock goes up u will go to that forum and type” take profit”. U are in ytlp and also ytl today. Are u a paid troll? Wakakakakakakaka joker!

Posted by SEE_Research > 1 week ago | Report Abuse

To : All

From : SEE_Research
Issued at 11.55 pm. , 29 April 2024


To take note :
As at now ___ 5.00 pm., 29 April 2024 / Monday

A. KGB / 0151 =
RM 2.76 / + RM 0.16
Low = RM 2.63
High = RM 2.76 / + 6.1 %

B. KGB WARRANT WB
RM 1.34 / + RM 0.09 / + 7.2 %
Low = RM 1.28
High = RM 1.35

Immediate resistances
A. KGB / mother share
at RM 2.80
Second psychological resistance
at RM 3.00

B. Warrant WB
at RM 1.40
Second resistance at RM 1.60

C. This stock is now uptrending mode and will challenge the immediate resistance of RM 2.80 / RM 1.40 and break these resistance levels decisively with conviction .

D. Will be on the uptrending mode to run with many legs to
RM ___ 3.00 for the mother share like
Sha Carri Richardson

==============================================================

https://www.youtube.com/watch?v=C7UvUpDEOa0&pp=ygUZc2hhJ2NhcnJpIHJpY2hhcmRzb24gMTAwbQ%3D%3D

====================================================================================

Posted by Cakes Moon > 1 week ago | Report Abuse

Why suddenly shoot?
Any good news?

Posted by klee > 1 week ago | Report Abuse

break out of 2.8 will see 3.3....pmx 's semicon masterplan beneficiary this

Posted by waorangsiam > 1 week ago | Report Abuse

3.30 mid to long term shouldnt be a problem

Posted by multi-bagger > 1 week ago | Report Abuse

many new funds in top 30 shareholders list in the latest annual report

Posted by grimpoinvestor > 1 week ago | Report Abuse

buy on news....

Posted by Nice149 > 1 week ago | Report Abuse

Public Mutual and Icap biz owns 5.8% and 4.2%

Posted by OTB > 1 week ago | Report Abuse

Posted by Goldberg > 3 weeks ago | Report Abuse

Folks, to make money in stocks, you need to have vision to see them, courage to buy them & patience to hold them.
--------------------------
Posted by Goldberg > 1 day ago | Report Abuse

KGB poised to surge on the uptrend in Semis.
--------------------------------------------------
KGB for: (i) being a direct proxy to the front-end wafer fab expansion,

(ii) its solid earnings visibility underpinned by both robust order book of RM1.3b and tender book of >RM1.9b

(iii) its strong foothold in multiple markets, i.e. Malaysia, Singapore and China.

(iv) KGB starts production at second LCO2 plant.

I believe Q1 2024 result should be good.
-----------------------------------
I have very high respect on Goldberg, he always recommends a very good fundamental stock.
I believe KGB will perform well in 2024/5.
Thank you.

Posted by steven rt > 1 week ago | Report Abuse

MR. OTB, how do we access Mr. Goldberg's stock recommendation reports? TQ

Posted by OTB > 1 week ago | Report Abuse

Look for Goldberg's posting in this forum.
Click on Goldberg, look for Threads.
All his postings will appear.
Thank you.

Posted by Augustine > 5 days ago | Report Abuse

KGB is riding with semiconductor recovery

Posted by OTB > 3 days ago | Report Abuse

The FBMKLCI closed at 1,589.59 on 3/5/2024 which is at 2 years high compared against 1,582.98 closed on 5/5/2022.
The mini bull in KLSE has started in 2024.

Semiconductor related stocks will perform very well in 2024/5.

Good luck.
Thank you.

Posted by OTB > 3 days ago | Report Abuse

No candle loses its light while lighting another candle.
Never stop sharing, caring and helping others, because it makes our life more meaningful.
Thank you.

Posted by Goldberg > 3 days ago | Report Abuse

https://klse1.i3investor.com/blogs/Goldberg/2024-05-06-story-h-181956386-Kelington_Group_Berhad_to_reap_the_benefits_of_a_diversified_business_s.jsp

Posted by SEE_Research > 3 days ago | Report Abuse

To : All

From : SEE_Research
Issued at 11.55 pm. , 29 April 2024


To take note :
As at now ___ 5.00 pm., 29 April 2024 / Monday

A. KGB / 0151 =
RM 2.76 / + RM 0.16
Low = RM 2.63
High = RM 2.76 / + 6.1 %

B. KGB WARRANT WB
RM 1.34 / + RM 0.09 / + 7.2 %
Low = RM 1.28
High = RM 1.35

Immediate resistances
A. KGB / mother share
at RM 2.80
Second psychological resistance
at RM 3.00

B. Warrant WB
at RM 1.40
Second resistance at RM 1.60

C. This stock is now uptrending mode and will challenge the immediate resistance of RM 2.80 / RM 1.40 and

break these resistance levels decisively with conviction .


break these resistance levels decisively with conviction .



break these resistance levels decisively with conviction .



D. Will be on the uptrending mode to run with many legs to
RM ___ 3.00 for the mother share like
Sha Carri Richardson

==============================================================

https://www.youtube.com/watch?v=C7UvUpDEOa0&pp=ygUZc2hhJ2NhcnJpIHJpY2hhcmRzb24gMTAwbQ%3D%3D

====================================================================================

Posted by OTB > 5 hours ago | Report Abuse

The share price of KGB breaks new high.
Q1 2024 result will be released in May 2024.
Hope Q1 2024 result must be very good. At least the PAT must grow > 20%.
Good luck.
Thank you.