Posted by gohkimhock > 2024-03-26 15:18 | Report Abuse

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

Posted by cgtan2020 > 2024-03-26 15:39 | Report Abuse

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

Posted by Cakes Moon > 2024-03-30 19:31 | Report Abuse

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

Posted by gohkimhock > 2024-03-30 21:51 | 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 > 2024-04-02 10:56 | Report Abuse

anytime break 2.8 n cross rm3 now

Posted by OTB > 2024-04-04 10:40 | 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 > 2024-04-04 10:58 | 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 > 2024-04-04 11:03 | 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 > 2024-04-04 11:14 | 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 > 2024-04-04 11:15 | 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 > 2024-04-04 11:20 | Report Abuse

Thank you for your kind response.

Posted by diuleiloumei > 2024-04-04 11:36 | Report Abuse

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

Posted by bohliau10 > 2024-04-10 12:05 |

Post removed.Why?

Posted by shareinvestment7 > 2024-04-15 10:07 | Report Abuse

KGB support line at danger.

Posted by OTB > 2024-04-15 10:21 | 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 > 2024-04-15 10:43 | Report Abuse

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

Posted by mf > 2024-04-16 09:18 | 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 > 2024-04-17 12:44 | 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 > 2024-04-17 13:51 | 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 > 2024-04-17 16:25 | 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 > 2024-04-19 19:02 | Report Abuse

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

Posted by shareinvestment7 > 2024-04-19 21:03 | Report Abuse

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

Posted by waorangsiam > 2024-04-19 22:40 | Report Abuse

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

Posted by bohliau10 > 2024-04-27 23:18 |

Post removed.Why?

Posted by SEE_Research > 2 months ago |

Post removed.Why?

Posted by Goldberg > 2 months 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 > 2 months ago | Report Abuse

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

Posted by mf > 2 months ago | Report Abuse

take profit

Posted by Agjl > 2 months 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 > 2 months ago |

Post removed.Why?

Posted by Cakes Moon > 2 months ago | Report Abuse

Why suddenly shoot?
Any good news?

Posted by klee > 2 months ago | Report Abuse

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

Posted by waorangsiam > 2 months ago | Report Abuse

3.30 mid to long term shouldnt be a problem

Posted by multi-bagger > 2 months ago | Report Abuse

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

Posted by grimpoinvestor > 2 months ago | Report Abuse

buy on news....

Posted by Nice149 > 2 months ago | Report Abuse

Public Mutual and Icap biz owns 5.8% and 4.2%

Posted by OTB > 2 months 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 > 2 months ago | Report Abuse

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

Posted by OTB > 2 months 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 > 2 months ago | Report Abuse

KGB is riding with semiconductor recovery

Posted by OTB > 2 months 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 > 2 months 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 > 2 months 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 > 2 months ago |

Post removed.Why?

Posted by OTB > 2 months 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.

Posted by troy88 > 2 months ago | Report Abuse

Fantastic. As expected knocking on the door RM3

Posted by gohkimhock > 2 months ago | Report Abuse

i still maintain my price target of RM3.50 but will revise it upwards depends on the quarterly earnings. 2nd half of 2024 will be very important as it additional revenue will start to kick in..

Posted by troy88 > 2 months ago | Report Abuse

Yes 3.50 should not be a problem. KGB still has room for strong growth..

Posted by OTB > 2 months ago | Report Abuse

The share price of KGB breaks a new high.

I believe the quarter result of KGB to be released in May 2024 will be very good.

I believe the share prices of KGB will move up north very fast if the quarter result to be released is very good.

I prefer to buy KGB-WB because this warrant is still trading at a discount.
The expiry of KGB-WB is still 2 years away, no reason to trade at a discount.
By right, it should trade at a premium of 10%.

Good luck.
Thank you.

Posted by OTB > 2 months ago | Report Abuse

Hope the share price of KGB can cross 3.00 convincingly today.
Good luck.
Thank you.