Posted by INVEST_AA > 2021-03-05 10:02 | Report Abuse

lost of tendering and Not losing its existing contract that has been won... Existing contracts it obtained still on

Posted by INVEST_AA > 2021-03-05 10:03 | Report Abuse

Anyway this year most of fab manufacturing will have lots of contracts.. as chips makers are expanding... So there will be plenty of contracts

Posted by INVEST_AA > 2021-03-05 10:04 | Report Abuse

Down its a good opportunity to collect..

Posted by Nepo > 2021-03-05 10:10 | Report Abuse

By losing (RM 2.40 few days ago average-1.90 today price) RM 0.50 for losing of that tendering, i think is over-react..imho.

Posted by kayaInvestor > 2021-03-05 10:12 | Report Abuse

From where do you read all these crap lies?? KGB is already working with SMIC for a very long time. Drop is the market sentiment.

Posted by Nepo > 2021-03-05 10:13 | Report Abuse

Safer bid is to collect below RM 1.90..

Posted by kayaInvestor > 2021-03-05 10:17 | Report Abuse

People like 'rururunnn' should be banned from this portal for creating and spreading obvious lies.

Posted by rururunnn > 2021-03-05 10:20 | Report Abuse

i just happen to saw rhb's report... see kenanga cut tp without any explanation despite saying prospect is good.. u know something is wrong la...

not here to argue with what u wnna believe, but these crap lies definitely moving the market..

Posted by kayaInvestor > 2021-03-05 10:23 | Report Abuse

Can you share a link to RHB's report that says they lost SMIC contract?

Posted by abang_misai > 2021-03-05 10:44 | Report Abuse

https://klse.i3investor.com/blogs/hhe/2021-03-05-story-h1542032807-CLSA_Feng_Shui_Recommends_Selling_in_1st_Week_of_March_2021.jsp

Posted by Jtoung > 2021-03-05 11:20 | Report Abuse

Kenanga today issue buy call from today's price...maybe they have collected enuf cheap tickets from panic sellers?

Posted by INVEST_AA > 2021-03-05 11:25 | Report Abuse

Yea Kenanga just issued buy Call today ...still Good prospect..

Posted by rururunnn > 2021-03-05 12:01 | Report Abuse

https://research.rhbtradesmart.com/report/43405/kelington-group-smic-setback-turning-cautious-still-sell.html

Posted by Nepo > 2021-03-05 12:27 | Report Abuse

@rururunn. we can't login into RHB link, perhaps could you copy and paste it here for us..tqvm

Posted by Kc1154 > 2021-03-05 12:36 | Report Abuse

People worry their electronic sector will be affected. The one that bring in most profit. US now want sell china chip making equipment. See all technology counters now in red sea. Not so good for msia. Us will buy make by China

Posted by BlessedInvestor > 2021-03-05 13:23 | Report Abuse

https://klse.i3investor.com/blogs/kenangaresearch/2021-03-05-story-h1542032712-Kelington_Group_Opportunities_Amid_Chip_Shortage.jsp

Posted by sadforvivo > 2021-03-05 16:29 | Report Abuse

just bought at 1.90, let's be united and don't sell already....

Posted by dawchok > 2021-03-05 16:33 | Report Abuse

Support. Just bought at 1.88.

Posted by dawchok > 2021-03-05 16:35 | Report Abuse

If adding back the impairment for trade receivable, eps is 2.95 in q4. Annualize this eps, yearly eps would be around 12cts. Give PE at 30, TP RM 3.60.

Posted by dawchok > 2021-03-05 16:40 | Report Abuse

I have overloaded with KGB in my portfolio, as just cannot resist to this very attractive price.

Posted by dawchok > 2021-03-05 16:41 | Report Abuse

I buy share based on eps.

Posted by TalkC > 2021-03-05 17:20 | Report Abuse

what happen to the drop?

Posted by TalkC > 2021-03-05 17:21 | Report Abuse

why target price revised to lower?
Insiders selling due to?

https://klse.i3investor.com/blogs/kenangaresearch/2021-03-05-story-h1542032712-Kelington_Group_Opportunities_Amid_Chip_Shortage.jsp

Posted by James > 2021-03-05 17:29 | Report Abuse

Better to monitor first might dropped more

Posted by Leonggg > 2021-03-05 17:38 | Report Abuse

Wish to add more but scare this might not be the lowest.

Posted by James > 2021-03-05 19:37 | Report Abuse

Lowest rm1? Or back to pre-Covid pricing?
In Feb 2020?

Posted by michaelwong > 2021-03-05 20:34 | Report Abuse

When IB raised high TP with buy calls , better sell b4 this smart bugger's to offload to the sane and believers. This world is fulled of white collar crooks swindling easy money from the dumb and uninformed .

Posted by sadforvivo > 2021-03-05 21:03 | Report Abuse

agreed, usually once IB raised TP, sure they will start to add more volumes to attract the retailer before they wipe off again.. just my opinion.

Posted by KPH5328 > 2021-03-05 22:51 | Report Abuse

RHB report, main reason of heavy sold down:
In yesterday’s quarterly results call, KGB said it lost the bid for SMIC’s (981 HK, NR) c.CNY100m hook-up jobs. This is a negative surprise, as it was the front-runner, being the FY20 incumbent hook-up contractor. We understand that the winning bid – by a Taiwanese rival company – was aggressive, and KGB opted to walk away. Management plans to channel its resources into more lucrative base-build jobs later this year. While orderbook prospects remain strong, on robust fab capacity expansions, we think the loss could affect its chances of securing subsequent jobs, on heightened competition. Base-build jobs command higher margins, but could be of lower value when parcelled out (MYR50-60m), suggesting some dilution to ultra-high purity (UHP) margins. Note that c.25% of FY20 group revenue was from SMIC, which guides for a 25% YoY
capex decline for FY21F.
TP183 at PE 22x FY22F

Posted by Nepo > 2021-03-06 05:38 | Report Abuse

Thanks@KPH5328 for sharing.
As long as Kgb fundamental still remain intact and competitive, kgb outlook is still ok

Posted by Nepo > 2021-03-06 06:12 | Report Abuse

Hopefully i can get some funds to top up before next QR (around end of May 2021) or before any wining bids announcement...

Posted by dlau8899 > 2021-03-06 10:23 | Report Abuse

NASDAQ up.KGB UP ABOVE 2.20

Posted by KenKen84 > 2021-03-06 11:03 | Report Abuse

Thanks for sharing . Current KGB order book is it remain strong ?

Posted by KPH5328 > 2021-03-06 11:10 | Report Abuse

KGS always traded well below PER20x before they won SMIC contract, and the goreng theme dry ice, no doubt their LCO2 has good prospect & potential in F&B

Posted by Kc1154 > 2021-03-06 11:58 | Report Abuse

https://www.techspot.com/news/88838-china-use-aging-chips-while-semiconductor-industry-catches.html
China buying second hand chip machine to make lower end chips which well served the purpose for ev n military equipment. High end chips still depend on Taiwan. Looks like high end chips companies will do well

Posted by ceoshare > 2021-03-06 12:09 | Report Abuse

科艺集团在遭到疫情和管控令重创的2020财年，依然录得上述好成绩，尤其获得4.90亿令吉合约更是历史新高，其前景受到看好。

今年上半年，全球半导体芯片短缺情况进一步恶化，这可能还将延续至下半年；因此，圆晶厂商仍在大肆扩充，以满足新时代电子设备，以及电动车的需求。

加密货币挖矿、数据中心的机器学习系统，以及线上游戏，都在加剧图形处理器（GPU）的需求。

这导致高纯度（UHP）气体的需求也相应增加，科艺集团也从中受惠；其目前竞标中合约高达9亿令吉之多。

此外，科艺集团液化二氧化碳业务，也已经达到60%产能。该集团预料今年4月为此业务获得清真认证，若事成，此业务将可在餐饮工业中大展宏图。

液化天然气业务的总赚幅，将超越UHP业务一倍以上。我们维持科艺集团今明两年的盈利预测，给予其“超越大市”评级，以及2.60令吉目标价

Posted by ceoshare > 2021-03-06 15:46 | Report Abuse

https://www.youtube.com/watch?v=SwAbDZLjLr0
小谈Kelington Group KLSE KGB 0151 KELINGTON GROUP BERHAD 全球芯片短缺中等待突破的机会？？？

Posted by ceoshare > 2021-03-06 15:56 | Report Abuse

https://www.youtube.com/watch?v=1LmEworFqjg
|马股分析|大马股票|KGB (0151) 2021年会成长的好公司。跟科技股一起涨的公司？也是干冰股 KGB stock semiconductor

Posted by firehawk > 2021-03-07 11:38 | Report Abuse

Why ABERDEEN ASSET MANAGEMENT PLC selling terribly?

Posted by firehawk > 2021-03-07 12:28 | Report Abuse

25% of FY20 group revenue was from SMIC .... largest customer contract gone?

Posted by shorter > 2021-03-07 15:19 | Report Abuse

KGB lost SMIC's tender bid worth RM60mil.

This is not the same as losing contract. Tender is not contract.

KGB did not lose SMIC as its major customer. It can always continue to bid for future SMIC tenders.

KGB also continue to complete remaining SMIC's contract secured last year.

KGB tenderbook still remains strong at around 1b for 2021 spread evenly across Singapore, China and Malaysia.

Posted by ceoshare > 2021-03-07 17:32 | Report Abuse

KGB
MARCH – 股价下跌 – 科技股调整 ； 输了一个 60 M TENDER
APRIL – 获得 气体 HALAL CERTIFICATE ； 未来PROFITMARGIN会提升去 20 – 27%
MAY – 公布业绩 ； 非常期待 2021 第一个季度的业绩
JUNE – 希望在六月前 获得 SMIC 新订单， 安稳投资者信心

张望今年
- 气体领域打进 F&B 市场 ； 能供应 3 – 5年
- 希望气体领域在今年完成 印尼小单市场 ；
- 获得 F&B 顾客 和新顾客
- 整个ROE提升 去 6.5% - 8%
- UHP 今年继续扩大市场 ； 毕竟 SMIC也是大量的投资
- 希望竞标 12 亿订单

Posted by Hoho22 > 2021-03-07 18:46 | Report Abuse

U win some,u lose some. No worries.

Posted by gemfinder > 2021-03-07 22:21 | Report Abuse

Bad la. Not even can tender... not looking good oredi. I sold all 193 with handsome gain

Posted by keanchung > 2021-03-07 22:29 | Report Abuse

not looking good for short term, but long term good prospect, those short term goreng kaki can leave, 60m contract is not one quarter contract is 2-3 contract, one year only contribute 20m revenue.

Posted by keanchung > 2021-03-07 22:35 | Report Abuse

ppl always say stock market is looking future, industrial gas is their future, 100mil revenue 30% margin 30m profit per year, now loosing one contract already start panic, Lol,

Posted by emsvsi > 2021-03-08 10:16 | Report Abuse

Pre-pandemic share price:

Genting Berhad: RM6.0x

Malaysia National Covid-19 Immunisation Programme starts end-Feb 2021 and expected completion by end-2021 (looking at the speed of progress, likely earlier). Full vaccinations are not required to see the effects of Covid-19 cases and most importantly deaths coming down (see Israel). Hence, by 4Q21 (Oct-Dec) you should be able to see the full effects. Note markets are 6-12 months forward looking (see Gloves). Therefore, latest by 2Q21 (Apr-Jun) we should see share prices pop back to at least pre-pandemic levels

Note: this has not take into account re-rating catalysts:

a) Pent-up demand from revenge travel and gaming (Lifting of lockdowns - MY; UK)
b) Skyworlds (2Q) and Resorts World Las Vegas (summer)
c) Celularity Inc listing (2Q21; assume 10% holding only)
d) *Mashpee Wampanoag Tribe promissory notes USD426.3 mil write-back
e) Resorts World NYC expansion
f) Resorts World Hudson Valley
g) New York state sports betting license bid
h) Japan Integrated Resort (IR) bid
i) Resorts World Sentosa upgrading
j) Plantation - CPO record high
k) Energy - Brent crude oil above USD 70
l) Property - Cyclical sector in an upcycle
m) Life Sciences - Vast potential (see US biotech and genomics co's)
n) International borders reopen / travel bubbles / vaccine passports
o) WHO declares pandemic over

Genting which is a Recovery / Value stock is now also a massive Growth stock

Disclaimer: The information and opinions expressed here are for educational purposes only and the contents of this post should not be construed as financial advice and does not constitute a buy or sell call. Consult your investment advisor before making any investment decision.

Posted by James > 2021-03-08 21:08 | Report Abuse

Dead cat rebounds? The share trend similar to gloves trends. Vaccines (dry ices) projects etc making this counter behaved like being added with steroid. Now seems no more the hype

Posted by James > 2021-03-08 21:16 | Report Abuse

Seems like a trap. Bought little shares and want to trap more people to chase high. Trade with caution

Posted by Nepo > 2021-03-09 06:36 | Report Abuse

It is a profitable company and definitely not like US high tech growth companies with no profit.

But becareful with today trading..last night US Nasqae bloodbath...with Apple, Microsoft, Taiwan Semiconductor..these super heavy profitable tech and semi conductor companies went into the drain..today high chance shaky trading..guys fasten your seatbelts..

...The 14-year old Indian guy, Abhigya Anand prediction still worth a penny cent..lol