Posted by excelyou > 2017-04-19 08:48 | Report Abuse

Welcome Peggy Method.

Posted by excelyou > 2017-04-19 09:05 | Report Abuse

Peggy Method

We can see that KGB is benefiting the expansion of semi con and process in China, from the statements made by the Directors.

My source, KElingtion Engineering was heavily recruiting personals in China.

Well done for your article below.

Posted by:
KGB - will MADE IN CHINA lift their profit?

http://politemarket.blogspot.my/?m=1

Posted by Nikmon > 2017-04-19 09:21 | Report Abuse

there are so many activities in China now, so far KGB has secured SMIC, TSMC, and UMC contracts, there still at least 7 new projects coming if tender successfully.

Posted by excelyou > 2017-04-19 09:26 | Report Abuse

Kellington may climb higher, says RHB Retail Research.

http://www.theedgemarkets.com/article/kellington-may-climb-higher-says-rhb-retail-research?type=corporate

Posted by Nikmon > 2017-04-19 10:45 | Report Abuse

dropped despite all good news, probably the 1 sen dividend is just too little

Posted by excelyou > 2017-04-19 14:46 | Report Abuse

Relax Nikmon

Posted by Nikmon > 2017-04-19 15:37 | Report Abuse

the dividend is just too little, only 25% payout, or got bonus issue?

Posted by Nikmon > 2017-04-19 17:43 | Report Abuse

no bonus issue, but got ESOS......

Posted by excelyou > 2017-04-19 17:57 | Report Abuse

KGB is another JHM in making.

Posted by Nikmon > 2017-04-20 00:33 | Report Abuse

New ESOS with max 7% for 5 years which is normal and a lot better when compare with other company like RGB max 10%.

the only downside would be shareholder will rush to exercise their allocated old ESOS prior the termination which stand at approximately 3 million share

Posted by bobby159753 > 2017-04-20 05:16 | Report Abuse

Continue to blow the bubble with the "so called research house" . Very desperate to blow with all the insignificant contract value. When they secure Biocon in Johore , very happy , later lost big money and enter into legal case.

Posted by Nikmon > 2017-04-20 10:56 | Report Abuse

First round we successfully break the LTAT sell queue, so now need to break ESO sell queue to go higher.....

Posted by GemSeekers > 2017-04-20 14:23 | Report Abuse

TP 0.72！！

Posted by 4ever5 > 2017-04-20 19:38 | Report Abuse

hi.. what is ESOS and how it affect the price? hope someone can explain..

Posted by 4ever5 > 2017-04-21 10:04 | Report Abuse

ohh so it mean they will offer lower price like rm1 for each share purchase? don't you think that is a good thing we can collect more?

Posted by Nikmon > 2017-04-21 11:00 | Report Abuse

ESOS are only rewarded to kelington employee......if you are their employee you should aware about this practice? other public listing company also does the same thing

Posted by Nikmon > 2017-04-21 17:37 | Report Abuse

if you buy up, ESOS will sell down, if you buy further up, RHB will sell down, if you push even harder, HLInvest will sell down....how to go up.

Posted by Nikmon > 2017-04-21 17:40 | Report Abuse

Dividend is suck and PE 15 after 100% increase for the past few month, FA player will never look in this counter now, TA player may not dare to touch also by looking these 2 days volume, not even a million share trader.

Posted by bobby159753 > 2017-04-22 05:13 | Report Abuse

Nikmon is absolutely right . Not pushing up price, may be a lot of employee share option will lapse, employee not stupid, they will forgo the option granted , no fresh fund for kelington

Posted by bobby159753 > 2017-04-22 05:14 | Report Abuse

Worse still, the warrant will become worthless

Posted by excelyou > 2017-04-24 17:54 | Report Abuse

KGB tendering projects under GlobalFoundries investment in Chengdu in 2017.

GlobalFoundries expanding in Chengdu, news below.


BUSINESS DAY

Plan for $10 Billion Chip Plant Shows China’s Growing Pull
点击查看本文中文版
By PAUL MOZURFEB. 10, 2017

HONG KONG — After Intel and Foxconn said they would build advanced factories in America, it might have seemed as if the United States were gaining high-end manufacturing momentum.

But on Friday, the California-based chip maker GlobalFoundries announced a $10 billion project in China, showing how the center of gravity continues to shift across the Pacific.

The new advanced semiconductor factory, in the central Chinese city of Chengdu, is only the most recent in an array of investments, often by major multinationals, into China with the support of the Chinese government. The projects have become markedly more sophisticated, making more modern microchips, memory chips or flat-panel displays.

The reason for the shift is in part the Chinese government. In 2013 Beijing announced a major initiative to expand the country’s ability to produce microchips, which act as the brains of everything from guided missiles to smartphones. Also driving the companies, according to analysts, are new guidelines urging Chinese electronics makers to buy chips made in China.

Since China has begun focusing on semiconductors, the provenance of advanced chips has become an increasingly fraught political issue. The United States government has blocked several Chinese deals for American and European chip companies during the past two years, and a commission created by former President Barack Obama said China’s chip policies posed a risk to American companies.

The election of President Trump has further increased pressure on companies, several of which have announced plans to build facilities in America. In Intel’s case, it was a recommitment to an earlier plan the company had announced.

Leading China’s charge have been both the central and provincial governments, which have been spending billions of dollars on investments and subsidies. The government has said China will spend about $100 billion to bring chip factories and research facilities to China.

Posted by excelyou > 2017-04-24 18:13 | Report Abuse

KGB new business, Industrial Gases, to provide earning visibility with recurring income. The market is huge.


Applications of nitrogen generators

Food and beverage industries
The moment food or beverages are produced, or fruits and vegetables harvested, an aging process kicks in until the complete decay of the products. This is caused by bacteria and other organisms. Generators are used to flood the products with N2 that takes out the oxygen and prolongs the product lifetime significantly because these organisms cannot develop. Furthermore, chemical degradation of food caused by oxidation can be eliminated or stopped.

Analytical chemistry
Nitrogen generators are required for various forms of Analytical chemistry such as Liquid chromatography–mass spectrometry and Gas Chromatography where a stable and continuous supply of Nitrogen is necessary.

Aircraft & motor vehicle tires
Although air is 78% Nitrogen, most aircraft tires are filled with nitrogen, and there are many tire and automotive shops with nitrogen generators to fill tires, the advantage being that nitrogen in a tank is dry. Often a compressed air tank will have water in it that comes from atmospheric water vapor condensing in the tank after leaving the air compressor. Also, nitrogen is said to maintain a more stable pressure when heated and cooled[citation needed] and is said[citation needed] to be a larger molecule (109.76 pm) so doesn't permeate the tire as easily [8]as O2[citation needed] (120.74 pm) and Argon.

Chemical and petrochemical industries
The primary and very important application of nitrogen in chemical and petrochemical industries is the provision of inert environment aimed at ensuring general industrial safety during cleaning and protection of process vessels. Besides, nitrogen is used for pipelines pressure testing, chemical agents transportation, and regeneration of used catalysts in technological processes.

Electronics
In electronics, nitrogen serves as an antioxidant in the manufacture of semi-conductors and electric circuits, heat treatment of finished products, as well as in blowing and cleaning.

Fire Protection
The fire protection industry uses nitrogen gas for two different applications - fire suppression and corrosion prevention. Nitrogen generators are used in hypoxic air fire prevention systems to produce air with a low oxygen content which will suppress a fire. To prevent corrosion nitrogen generators are used in place of or in conjunction with a compressed air system to provide supervisory nitrogen gas in place of air for dry pipe and pre-action fire sprinkler systems.

Glass industry
In the glass production, nitrogen proves efficient as a cooling agent for bow oven electrodes, oxidation inhibitor during process procedures, as well as air cooler.

Metallurgy
The metal industry generally utilizes nitrogen as a means of protecting ferrous and non-ferrous metals during annealing. Also, nitrogen is helpful in such standard industry processes as neutral tempering, cementing, hard brazing, stress relieving, cyanide hardening, metal-powder sintering and extrusion die cooling.

Paint-and-varnish industry
Paint and varnish production uses nitrogen for the creation of an inert environment in process vessels to ensure safety, as well as for oxygen displacement during packing in order to prevent polymerization of drying oils.

Petroleum industry
In the petroleum industry, nitrogen is an indispensable component in a number of processes. Most commonly, nitrogen is used to create an inert environment for preventing explosions and for fire safety and to support transportation and transfer of hydrocarbons. Additionally, nitrogen is used for pipeline testing and purging, cleaning technological vessels and cleaning liquefied gas carriers and hydrocarbon storage facilities.

Pharmaceutical industry
In pharmaceutical industry, nitrogen finds application in pharmaceuticals packaging, and ensuring against explosion and fire safety in activities where fine dispersed substances are used.

Posted by keepeng > 2017-04-24 18:32 | Report Abuse

this counter should move up to least 65 to 70 cents medium term

Posted by excelyou > 2017-04-24 19:10 | Report Abuse

https://klse.i3investor.com/blogs/mykgb8088/

Posted by excelyou > 2017-04-25 10:04 | Report Abuse

KGB tendering the Global Foundries projects in Chengdu:-

http://www.gochengdu.cn/news/business/global-foundries-to-build-production-facility-in-chengdu-a4362.html

Posted by excelyou > 2017-04-25 10:08 | Report Abuse

Who gets hit in China’s $100B fab spending spree?
16 February 2017Junko Yoshida

Globalfoundries' Chengdu fab accounts for 10% of China's race for semicon production, but officials believe there is a wider blitz of investment.

In last week’s announcement, Globalfoundries made it clear that after about a year of producing 180/130nm chips using processes transferred from the foundry’s Singapore operations, the second phase, scheduled to begin in 2019, will be devoted to 22nm fully depleted silicon-on-insulator (FD-SOI) chips with technology from Dresden.

Globalfoundries’ announcement last week that it intends to build a $10 billion fab in Chengdu, China, came as no surprise to the industry observers following China’s aggressive pursuit of a local soup-to-nuts semiconductor eco-system.

Bill McClean, president of market-watcher IC Insights, told my colleague Rick Merritt, “With TSMC, UMC and SMIC expanding their foundry capacity in China, I believe that Globalfoundries believes that they need to do something as well.”

Globalfoundries’ move is a reminder of China’s inexorable arms race for semiconductor production capacity.

Posted by RMSB > 2017-04-25 14:01 | Report Abuse

What happened? sudden drop before lunch.

Posted by Nikmon > 2017-04-25 14:50 | Report Abuse

Trap?

Posted by bobby159753 > 2017-04-25 19:30 | Report Abuse

Keep cooking up the china story . Small plumbing company talking about china market

Posted by Nikmon > 2017-04-25 21:17 | Report Abuse

the prospect of the company should be good if everything go according plan, but now the share price was selling down by those sustainable shareholder, 4 million ESOS pending exercise prior the expired.

Posted by 4ever5 > 2017-04-25 21:31 | Report Abuse

this counter is getting a little bit boring.. but i can foresee holding as long term is good and profitable..

Posted by bobby159753 > 2017-04-25 22:09 | Report Abuse

Exercise price 55 sens, if don't pump up the price employee will forgo the ESOS. Warrant will be worthless

Posted by bobby159753 > 2017-04-25 22:10 | Report Abuse

Useless counter

Posted by Nikmon > 2017-04-25 22:20 | Report Abuse

ESOS exercise price is around 20 cent only...

Posted by excelyou > 2017-04-26 00:16 | Report Abuse

CORPORATE PRESENTATION

http://www.kelington-group.com/images/reports/presentations/2017/Kelington_Analyst%20Briefing-2017-03-29-to-print.pdf

KGB is tendering Globalfoundries, Page 16

Net cash per share of 19 cents per share as at 31 Dec 2016, Page 10

New business venture, industrial gas and clean room , Page 13

Posted by excelyou > 2017-04-26 08:51 | Report Abuse

Dear My Valued Client,

Potential stocks to buy today:

KGB (0151)
Price/现价 : 0.595
Target price/目标价: 0.70/0.83
Cut loss/止损价 : 0.53
Syariah

Posted by wwwin > 2017-04-26 14:45 | Report Abuse

cant move
even mother or son

Posted by jimmylee123 > 2017-04-26 18:37 | Report Abuse

Patient is the key in any investment.

Posted by Nikmon > 2017-04-26 22:35 | Report Abuse

the market so bullish now, you will loose a lot of opportunity cost if you too patient...

Posted by 4ever5 > 2017-04-27 00:35 | Report Abuse

yup.. market is bullish now but kgb remain neutral sigh.. but it seems good new is yet to announce very soon.. hold tight haha

Posted by bobby159753 > 2017-04-27 06:39 | Report Abuse

Hold for Long term ? Stupid , hold Sime Darby or Petronas or Maybank , hold this type of kichi company ?

Posted by Nikmon > 2017-04-27 17:53 | Report Abuse

selling pressure is getting higher, how long it can hold above 60 cent?

Posted by Nikmon > 2017-04-28 11:50 | Report Abuse

strong!!!

Posted by Nikmon > 2017-04-28 12:08 | Report Abuse

suddenly stop moving...pump and dump????

Posted by GemSeekers > 2017-04-28 12:22 | Report Abuse

TOP THIRTY (30) SECURITIES ACCOUNTS HOLDERS AS AT 24 MARCH 2017

RHB CAPITAL NOMINEES (TEMPATAN) SDN. BHD.
PLEDGED SECURITIES ACCOUNT FOR FONG SILING (CEB)] 2,000,000 0.89


COLD EYE emerge as top 30 for the first time !!

Posted by excelyou > 2017-04-28 12:39 | Report Abuse

Coldeye in KGB , bravo.

Posted by excelyou > 2017-04-28 12:46 | Report Abuse

Chairman's Statement - Annual Report 2016

Moving forward, we will be implementing productivity
programmes to improve our bottom lines. Having offices
around the region, we aim to have centralised procurement
activities and a sharing of resources to maximise efficiency
and cost savings.

Another exciting development is our entry into a new
business – the supply of industrial gases. We are positive
about the long-term growth prospects of this business and
believe that it is the step in the right direction for the Group.
This business is long-term in nature and will give us a
sustainable recurring stream of income, giving us a good
balance of project income and recurring income.

OUTLOOK AND PROSPECTS

One of the identified areas for future growth is to expand
into the supply of industrial gases.
The supply can be carried out via two methods; via
the establishment of on-site generators at the site of
a manufacturing plant and the supply of portable high
pressure gas cylinders.

This business has good potential as industrial gases are
widely used amongst manufacturers in the plantation, oil
and gas, food and beverage and electronic sectors.
We are confident of establishing a significant presence
in this business as we would be able to leverage on our
strong client network of electronic companies.
In addition, this new business would add a recurring
income stream to the Group. It would enhance our
earnings visibility, providing sustainable returns to our
shareholders.

As we expand this business division, we expect to see
an increase in our capital expenditure (capex) spending.
However, this would depend on the contract wins. Our
capex commitment will be supported by the long-term
contracts we enter into with our clients, ensuring that we
are able to recover our investments.
In China, leading manufacturers of memory chips and
integrated circuits are ramping up their production capacity
to reach China’s aim of being one of the world’s leading
manufacturers by the year 2025.

The China government, together with international
companies operating there, have announced plans to
significantly expand their manufacturing capacities by
establishing new manufacturing plants. This should augur
well for the Group as we have a strong track record in
undertaking UHP projects in China.

As at the time of this report, the Group had clinched new
contracts since the beginning of 2017 worth RM76.1
million, bringing the outstanding orderbook to RM239.3
million

Posted by excelyou > 2017-04-28 12:53 | Report Abuse

Coldeye is Top 7 shareholder in Kelington.

Posted by GemSeekers > 2017-04-28 14:17 | Report Abuse

" we are not looking back " , COLD EYE know about it .
the coming QR should be impressive !!

no doubt KGB is getting stronger and stronger !!

" double digits growth " bears in minds.

Posted by excelyou > 2017-04-28 14:34 | Report Abuse

Cole eye 冷眼 bought JHM since 2015 at below RM0.60 and now JHM at RM4.30.

He bought KGB for 2,000,000 shares since early 2017, will KGB ended up like JHM at RM4 above?