Posted by cbkia4896 > 2020-09-26 18:04 | Report Abuse

Go back to 1.10 I want kutip few more

Posted by Gabriel Khoo > 2020-09-27 00:28 | Report Abuse

more projects in the pipeline

Posted by cbkia4896 > 2020-10-01 23:25 | Report Abuse

Wah operator see dip below 1.16 immediately top up

Posted by cschee68 > 2020-10-15 16:19 | Report Abuse

bought a bit at 1.20. chart looking good, feels like accumulation phase now. I think will move anytime soon.

Posted by hockmenglai > 2020-10-20 13:54 | Report Abuse

Yes, agree with cschee68.. Once accumulation phase completed, shoot to the sky!

Posted by ShadowSlaYer > 2020-11-09 09:32 | Report Abuse

Kenanga TP: RM1.92

"Buy with 51% upside. Kelington Group Berhad (KGB) provides ultrahigh purity gas delivery systems used in wafer foundries, which are currently being thrust into the limelight given record-high FDIs, imminent wafer shortages (thus requiring further expansions) and China’s semiconductor localisation efforts. With Biden winning the US election, we believe sentiment overhang on SMIC and hence KGB is now cleared. In addition, we believe market is grossly underestimating KGB’s earnings potential as the stock only trades at 15.6x Fwd. PER, significantly cheaper than peers’ average of 30-58x. Initiate with OUTPERFORM and TP of RM1.92."

Posted by Long George > 2020-11-09 10:25 | Report Abuse

KGB Initiation Report

https://klse.i3investor.com/blogs/Investment_Ideas/2020-11-09-story-h1535691227-Kelington_Group_Berhad_KGB_Initiation_by_Kenanga.jsp

- Sentiment overhang on SMIC (35% of KGB's orderbook) cleared.
- Orderbook at all-time high of RM386m.
- Trading cheaply at 15.6x fwd PE, as compared to peers’ average of 30-58x.

Posted by rururunnn > 2020-11-09 10:43 | Report Abuse

"Now with Biden winning the US presidential election, such sentiment overhang is cleared. More so as the Democrats have not gained full control of the Senate, making harsh policies on China tech companies difficult to be imposed. "

What is this guy smoking???

Overhang cleared meh? Democrats also got no full control of senate. and then again I think he meant republicans in his second sentence

Posted by Long George > 2020-11-10 15:39 | Report Abuse

Need dry ice to pack with vaccines, KGB doing dry ice business leh

https://www.nbcnews.com/business/business-news/pfizer-readies-herculean-effort-distribute-coronavirus-vaccine-n1247147

Posted by Long George > 2020-11-11 09:24 | Report Abuse

Dry ice demand up, KGB earnings up up?!

https://klse.i3investor.com/blogs/Investment_Ideas/2020-11-11-story-h1536369605-Kelington_Group_Berhad_KGB_Vaccine_to_Boost_Dry_Ice_Demand_TP_RM1_92.jsp

Posted by hockmenglai > 2020-11-11 10:01 | Report Abuse

Share price also up up!!

Posted by Long George > 2020-11-11 11:06 | Report Abuse

跑赢大市 :D :D :D

https://www.chinapress.com.my/20201110/%e2%97%a4%e8%b0%88%e8%82%a1%e8%ae%ba%e5%b8%82%e2%97%a2%e6%bd%9c%e5%9c%a8%e7%9b%88%e5%88%a9%e9%81%ad%e4%bd%8e%e4%bc%b0-%e7%a7%91%e8%89%ba%e6%9c%ac%e7%9b%8a%e6%af%94%e5%ba%94%e6%9b%b4%e9%ab%98/

Posted by ShadowSlaYer > 2020-11-11 11:25 | Report Abuse

@rururunnn bro, hope you quit smoking and start buying. I also chase chase chase~

Posted by nich0las > 2020-11-11 17:12 | Report Abuse

Reply to "Medical workers must wear gloves to inject vaccines and to test coronavirus - Koon Yew Yin" article.
It's right. But after all getting well, who need more glove? Is it KYY need it only? Don't misslead investor. You are not professor.

Posted by ShadowSlaYer > 2020-11-11 18:36 | Report Abuse

制药公司辉瑞（Pfizer）宣布了可行的新冠肺炎候选疫苗，有利于许多市场业者，包括可能从干冰需求激增中获益的科艺集团（Kelington Group Bhd）。

NBC News报道，由于候选疫苗正在研制中，干冰正面临研制疫苗的制药公司需求增加，以及送餐服务的使用提高。

肯纳格研究分析员Samuel Tan今日在报告中写道：“科艺集团在莎阿南有一座干冰厂，可从需求激增中受益。” 他说，疫苗面世为经济全面重启铺路，这也促进科艺集团超高纯度（UHP）安装工程业务。该集团主要为电子与半导体行业提供超高纯度气体输送解决方案。

肯纳格维持该股的“超越大市”评级，目标价1.92令吉不变。

https://www.theedgemarkets.com/article/%E8%82%AF%E7%BA%B3%E6%A0%BC%EF%BC%9A%E6%96%B0%E5%86%A0%E7%96%AB%E8%8B%97%E9%9D%A2%E4%B8%96%E6%96%99%E5%88%BA%E6%BF%80%E5%B9%B2%E5%86%B0%E9%9C%80%E6%B1%82-%E6%9C%89%E5%88%A9%E4%BA%8E%E7%A7%91%E8%89%BA%E9%9B%86%E5%9B%A2

Posted by PeacefulWarrior > 2020-11-12 09:39 | Report Abuse

https://www.techtimes.com/articles/254070/20201111/pfizers-powder-covid-19-vaccine-available-2021-freezing-refrigeration-needed.htm

Posted by DannyArcher > 2020-11-15 10:57 | Report Abuse

We don't have such thing in the country, this means KGB also dont have lah. Simply goreng. KGB is just dry ice for dead bodies and ice cream. Need special freezer. Walao eh, simply goreng without thinking. Sell now


-----------------------------------------------

Vaccine’s cold storage dilemma

PETALING JAYA: It’s possibly a gamechanger in the fight against Covid-19 but health experts have pointed out the logistical challenges in obtaining the Pfizer vaccine.

These experts said the cold storage requirements of the vaccine would be a logistical challenge for Malaysia.

The pharmaceutical giant’s vaccine uses the messenger RNA technology that requires the vaccine to be kept at -70°C and below.

Universiti Malaya epidemiologist Prof Datuk Dr Awang Bulgiba Awang Mahmud said the storage of such a vaccine in large quantities even in big towns in Malaysia would be a challenge as -70°C freezers were not easily available.

“For remote clinics in Sabah and Sarawak, this is going to be an even bigger challenge as getting the supplies to the clinics already takes quite a long time, what more to store it for use afterwards, ” he said when contacted.

A report in Time explained that the freezer in most home kitchens could be as low as -20°C.

“Pfizer’s promising Covid-19 vaccine, by contrast, must be stored at about -70°C – a temperature cold enough to harden ice cream into a spoon-breaking block of ice, and that only specialised freezers can produce, ” the report said, quoting Paula Cannon, an associate professor from the University of Southern California.

Dr Awang Bulgiba noted that -80°C freezers were available in university and research labs to store research bio samples.

However, he said that such storage capacity was not found in community clinics as it was expensive to purchase, uses a lot of electricity and was unnecessary for the usual cold chain that community clinics maintain for vaccines.

“Pfizer claims that the vaccine can be distributed in special containers which utilise dry ice to keep temperatures low but that is not a viable solution for long-term storage and to distribute such vaccines, ” he said.

Dr Awang Bulgiba also raised concerns for the future use of those special freezers once the vaccines have been administered.

Pfizer’s announcement that its experimental vaccine with German partner BioNTech had been 90% effective based on initial trial results generated world headlines last week.

Health director-general Tan Sri Dr Noor Hisham Abdullah told reporters last Tuesday that Malaysia would adopt a wait-and-see stance.

He acknowledged the logistics issues, saying: “This is an ongoing logistics evaluation.

That’s why it is important for us to review the phase three clinical trial data before we make any commitment.”

Universiti Malaya virologist Prof Dr Sazaly Abu Bakar, when contacted, said if the Pfizer vaccine was purchased by the government, then logistical issues must be addressed.

“We have to figure out how to store and deliver it, especially to the end user, because it has to be maintained at -70°C.

“To maintain the cold temperature, it is beyond the usual cold chain that we know, ” he said.

Dr Sazaly said buying the vaccine came with the cost of the entire logistical chain of transporting the vaccines here.

As such, he doubted that the government’s allocation of RM3bil would be enough.

“That (the RM3bil) is just the price of the vaccine, it does not include the price of storage, transport and delivery.

“But I believe, as time goes by, more vaccines will become available and with competition, perhaps it will drive down prices. Other technologies will also not require vaccines to be stored in that kind of temperature, ” he said.

Dr Sazaly said that that there is still a long way for the government to make a decision on which vaccine to purchase, noting that Pfizer’s vaccine trial was “not over yet” and was merely a peek into its current status.

Universiti Putra Malaysia medical epidemiologist Assoc Prof Dr Malina Osman concurred that the main concern of Pfizer’s vaccine was at the transportation level from the manufacturer till the end user due to its cold storage requirements.

“It is relatively difficult to maintain temperatures as low as -70° C throughout the transportation phase. It is well known that any transportation of any product is subjected to the probability of time delay, humidity, human factors, technical limitation and the weather, ” she said.

However, Dr Malina was confident that the country will be able to provide a storage system within the suggested temperature range.


https://webcache.googleusercontent.com/search?q=cache:88VUYpS1F5EJ:https://www.thestar.com.my/news/nation/2020/11/15/vaccines-cold-storage-dilemma+&cd=1&hl=en&ct=clnk&gl=my&client=firefox-b-d

Posted by Long George > 2020-11-16 08:56 | Report Abuse

Still cheap at 19.9x Fwd.

https://klse.i3investor.com/blogs/Investment_Ideas/2020-11-16-story-h1536435046-Kelington_Group_Berhad_KGB_All_Stars_Aligned_TP_RM1_92.jsp

Posted by btuscy > 2020-11-16 13:56 | Report Abuse

Buy, after lunch fly again

Posted by gohkimhock > 2020-11-17 09:22 | Report Abuse

Moderna vaccine doesn't need dry ice. Normal refrigerator will do.

Posted by ShadowSlaYer > 2020-11-17 09:52 | Report Abuse

Cheap sale now. RM2.00 by year end. go go go ~

Kenanga Investment Bank research believes Kelington Group Bhd remains cheaply valued despite a 28% rally over the past one week.

The research house, which has an "outperform" recommendation on the stock said the stock is still cheap at FY21 price-earnings of 19.9x versus peers' average of 30-58x.

Kenanga has kept its target price of RM1.92 on the counter.

The group has been working with pharmaceutical companies since 2-3 months back to understand the requirements of using dry ice to store Covid-19 vaccines.

"Apart from supplying their own dry ice, other dry ice manufacturer in Malaysia also have to source liquid CO2 from KGB, as there are only two players locally (Linde and KGB) due to the high barrier of entry."

Meanwhile, Semiconductor Manufacturing International Corp (SMIC) has hinted of more UHP-related job awards to Kelington due to an imminent wafer shortage

SMIC recently reported 123% YoY jump in profit on 33% increase in revenue for 3QCY20, marking a new high. SMIC’s current utilisation rate is at 100% and it is guiding momentum to remain strong going into 1H 2021.

https://www.thestar.com.my/business/business-news/2020/11/16/kelington...

Posted by Nepo > 2020-11-17 14:43 | Report Abuse

omg..cut loss

Posted by growth_investor > 2020-11-17 15:24 | Report Abuse

??? just drop a few cents then shouting cut loss ???

Posted by lsv1977final > 2020-11-18 10:16 | Report Abuse

it shoot up soon

Posted by Nepo > 2020-11-18 11:53 | Report Abuse

Awaiting for QR out..
I think don't bet for QR result..
Meantime why director keep selling..

Posted by thesteward > 2020-11-18 22:53 | Report Abuse

Tomolo hope new high

Posted by thesteward > 2020-11-18 22:53 | Report Abuse

Vaccine need need ice cold packs

Posted by thesteward > 2020-11-18 22:54 | Report Abuse

Dry ice

Posted by dawchok > 2020-11-19 15:16 | Report Abuse

Bought more KGB at 1.55.

Posted by NPRA1985 > 2020-11-20 14:45 | Report Abuse

EU says 2 Covid-19 vaccines could be approved this year

https://www.freemalaysiatoday.com/category/world/2020/11/20/eu-says-2-covid-19-vaccines-could-be-approved-this-year/

Posted by Long George > 2020-11-21 16:52 | Report Abuse

The world's now scrambling for dry ice.

https://edition.cnn.com/2020/11/21/world/coronavirus-vaccine-dry-ice-intl/index.html

Posted by NPRA1985 > 2020-11-23 13:51 |

Post removed.Why?

Posted by nitetrader > 2020-11-24 10:36 | Report Abuse

Top up more

Posted by Nepo > 2020-11-24 12:32 | Report Abuse

I unloading..

Posted by gemfinder > 2020-11-24 17:34 | Report Abuse

Px run ahead. Gap down tomorow on poor resilt

Posted by Nepo > 2020-11-24 17:43 | Report Abuse

QR result quite encouraging，not bad.
Top up tomorrow

Posted by dawchok > 2020-11-24 21:10 | Report Abuse

I deem KGB's this QR result disappointing seeing a lot of others company's QR result increase by leaps and bounds. BY the way, I will still hold KGB tightly for the better result next qtr. TP RM2.0.

Posted by dalpinia > 2020-11-24 21:49 | Report Abuse

Hold tight tight, next QRs more explosive better

Posted by Gabriel Khoo > 2020-11-25 01:47 | Report Abuse

9.6m excluding impairment. More big projects coming

Posted by danchong > 2020-11-25 05:46 | Report Abuse

The impairment is one-off

Posted by Long George > 2020-11-25 08:26 | Report Abuse

- Recorded high earnings in 3QFY20 with core NP of RM8.1 million (+25% YoY) after adjusting impairment and foreign exchange losses
- Order book all-time high of RM370 million (+31% YoY)
- Target price RM2.30

https://klse.i3investor.com/blogs/Investment_Ideas/2020-11-25-story-h1536609045-Kelington_Group_Berhad_KGB_Above_Expectations_TP_RM2_30_35_upside_by_Ke.jsp

Posted by kentrade888 > 2020-11-25 12:08 | Report Abuse

Tomorrow, if the budget is not passed, the stock market will fall sharply before buying cheap.

Posted by kentrade888 > 2020-11-25 12:32 | Report Abuse

IQGROUP (5107)QR is about to be announced and can continue to be collected now.
25/11/2020 11:04 AM

Posted by Leonggg > 2020-11-27 11:19 | Report Abuse

https://www.marketwatch.com/story/ups-increases-dry-ice-production-launching-portable-freezers-for-covid-19-vaccine-storage-2020-11-25

Posted by Mkt_watcher > 2020-11-27 19:43 | Report Abuse

https://www.thestar.com.my/news/nation/2020/11/27/pm-covid-19-vaccines-for-64mil-malaysians-next-year

12.8mil doses of Pfizer vaccine = a LOT of dry ice needed..? :)

Posted by ohnonochan > 2020-11-27 21:10 | Report Abuse

@mkt_watcher YES! HOSEH liaoooo

Posted by NPRA1985 > 2020-11-27 21:29 | Report Abuse

Govt signs deal with Pfizer for 12.8 mil Covid-19 vaccine doses — PM Muhyiddin

https://www.theedgemarkets.com/article/malaysia-has-signed-initial-agreement-pfizer-procure-128-million-doses-covid19-vaccine

Posted by air01557 > 2020-11-28 12:39 | Report Abuse

This deal with Pfizer is only an initial agreement which wont materialise eventually due to high cost of storage at -70C

Posted by Gabriel Khoo > 2020-11-28 16:34 | Report Abuse

Air....Be a dynamic investor in stock market...important is to make money

Posted by ShadowSlaYer > 2020-11-28 19:29 | Report Abuse

@air01557...you want wait until next qr say they doing dry ice then only start chasing at Rm2.50 meh?