Posted by Kingbeast > 2021-10-01 21:18 | Report Abuse

Bearish market. What indicates also will indicate going down la

Posted by kim722 > 2021-10-01 21:34 | Report Abuse

All fear dowjones crash again today.

Posted by kim722 > 2021-10-01 21:36 | Report Abuse

futures down 250 at 4pm. Now recovering. Monday bursa back to positive. No October selloff

Posted by SEE_Research > 2021-10-01 22:54 | Report Abuse

SEE_Research Malaysia's help needed to ease global chip shortage, Taiwan says
Ben Blanchard, Yimou Lee & Jeanny Kao
/
Reuters

October 01, 2021 16:14 pm +08



TAIPEI (Oct 1): Malaysia's help is needed to resolve the global shortage of auto semiconductors, especially when it comes to packaging, a sector affected by the country's Covid-19 curbs, Taiwan Economy Minister Wang Mei-hua said.

Taiwan, as a major chip producer, has been front and centre of efforts to resolve the shortage, which has idled auto plants around the world.

Speaking in an interview late on Thursday at her ministry, Wang told Reuters that Taiwan alone could not sort out the problem because the supply chain is so complex.

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"The bottleneck in fact is in Southeast Asia, especially Malaysia, because for a while the factories were all shut down," she said.

The problem was especially acute with auto chip packaging, with companies in Malaysia providing services not offered by Taiwanese firms, Wang added.

"Now the focus is on Malaysia resuming production as soon as possible. I know that Malaysia started to restore production capacity in early September, and now the production capacity has returned to about 80%, so if their capacity can slowly come back, this problem can be slowly dealt with."

Malaysia is home to suppliers and factories serving semiconductor makers such as Europe's STMicroelectronics and Infineon, as well as major carmakers including Toyota Motor Corp and Ford Motor Co.

Malaysia Semiconductor Industry Association President Wong Siew Hai said that the major Malaysian semiconductor manufacturers are already running at full capacity to supply the auto industry.

"For the automotive chips, they are doing their best to ship as much as possible, but the current capacity cannot meet demand because it's too huge, the build-up is a lot," he said. "Everything is at 100% to satisfy the demand for automotive parts. Where they can increase productivity, they're already doing so."

Adding capacity will take time, with most available only next year, Wong said.

Malaysia accounts for 13% of global chip packaging and testing, and 7% of the world's semiconductor trade passes through the country, with some value added at local factories and chips getting combined with other parts before final shipment.

The White House pressed automakers, chip companies and others last month to provide information on the semiconductor crisis.

Speaking to reporters on Friday, Wang reiterated the United States was not targeting Taiwanese firms and was voluntary, while Washington had assured Taipei that no sensitive information would be leaked.

If firms need help, the government will provide it, she added.

Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker, said it would tell the government if any help was required.

===================================
Remarks

From : SEE_RESEARCH

(a) SMIC is one of top regular ; repeated customer of Kelington Group Berhad
( b ) TSMC is one of top regular ; repeated customer of Kelington Group Berhad

SMIC = Semiconductor Manufacturing International
Corporation, China

TSMC = Taiwan Semiconductor Manufacturing International Corporation, Taiwan
01/10/2021 10:52 PM

Posted by kim722 > 2021-10-02 09:22 | Report Abuse

US market strong close.

Posted by Start_0f_the_bull > 2021-10-02 11:47 | Report Abuse

Yesterday KLSE was bearish. There wasn't any negative news for KGB, what is expected is more positive news in coming months.

Posted by smartinvest123 > 2021-10-02 13:17 | Report Abuse

what PE 44? are u expecting same earning like last year? try calculate the future earning lah, if dont know how then go read kenanga report then at least u have an idea why current share is going up

Posted by smartinvest123 > 2021-10-02 13:22 | Report Abuse

no worry lah buy mother or buy son when up both make money. no need say son no value lah, too risky lah, high premium lah, whatever lah. buy what depend on your risk/pain tolerance.

Posted by smartinvest123 > 2021-10-02 13:27 | Report Abuse

those like to predict day day share up or down, to me like tossing coin guessing head or tail. u get it right/wrong so what? I can predict next week share up, who sold this week going to regret, if I am right or wrong then so what?

Posted by kim722 > 2021-10-02 13:27 | Report Abuse

It will break 2.00 . 2.50 tp.

Posted by keng88 > 2021-10-02 14:44 | Report Abuse

Next year kgb revenue and profit x2 up

Posted by keng88 > 2021-10-02 14:44 | Report Abuse

Next year TP 3.00 - 4.00

Posted by SEE_Research > 2021-10-03 09:53 | Report Abuse

TO :keng88 Next year kgb revenue and profit x2 up
02/10/2021 2:44 PM
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
TO : keng88 Next year TP 3.00 - 4.00

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

1. Fully agreed with you , by September 2022 , this hidden jewel KGB/ 0151 will be well polished into a real GEM ,
will be over RM 5.00 , with WB reaching RM 3.00

Posted by SEE_Research > 2021-10-03 10:00 | Report Abuse

To : Eagle Group members for your own good

Are you still blur , blur , BLUR
on the huge potential for
KGB/ 0151 to be the next hidden jewel for the dynamics growth of sales revenue that will translates into
EPS for the KGB / 0151 into the star in the
" Technology Sector " in KLSE.

Repeated customers for KGB
1. SMIC
2. TSMC
3. Stolt
4. Micron , Singapore
5. Western Digital, Selangor , Sarawak , Malaysia
6. Lam Research Singapore Pte. Ltd. , Singapore

7. Others


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

Remarks

( i ) The above mentioned customers are by itself ; world class companies that are clear leaders in their fields.

( ii ) Stolt is a world class conglomerate of huge storage tanks for chemicals; ships tankers moving the various chemical into final destination ports .

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

https://youtu.be/m8jTOj2pEf8

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

https://www.youtube.com/watch?v=iYcJ1OBIDuI

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

https://youtu.be/9tNu0G7L8Ps

Posted by SEE_Research > 2021-10-03 10:14 | Report Abuse

https://youtu.be/MpuyjK2lhXE

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

https://youtu.be/aL_kzMlqgt4

Posted by SEE_Research > 2021-10-03 10:25 | Report Abuse

https://youtu.be/m8jTOj2pEf8

Posted by SEE_Research > 2021-10-04 07:11 | Report Abuse

https://klse.i3investor.com/blogs/see_research/2021-10-04-story-h1591875999-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOW_PART_13_SUPER_BULL_STOCKS_.jsp

Posted by imvu > 2021-10-04 09:08 | Report Abuse

kgb-wb untung lagi ..

Posted by kim722 > 2021-10-04 10:32 | Report Abuse

In profit taking but steady.

Posted by Kingbeast > 2021-10-04 11:17 | Report Abuse

Why this counter keep up down up down up down.

Posted by kim722 > 2021-10-04 11:36 | Report Abuse

Uptrend counter. No worries.

Posted by Kingbeast > 2021-10-04 12:09 | Report Abuse

Wait until tired. Cannot go up smoothly

Posted by stock101 > 2021-10-04 12:09 | Report Abuse

https://www.counterpointresearch.com/massive-fab-expansion-to-change-geographical-mix-of-supply/

Posted by 156563 > 2021-10-04 12:40 | Report Abuse

下午小心点

Posted by Kevin Tam > 2021-10-04 12:55 | Report Abuse

KGB warrant has gone up too fast by goreng factor … the company has potential but Kenanga setting too high TP whereas KLCI has no momentum to go up in this week …

Posted by gohkimhock > 2021-10-04 14:39 | Report Abuse

broken immediate support RM1.69.. take care all bros and sis here..

Posted by crabbyboy > 2021-10-04 14:43 | Report Abuse

haizzzz siao liaw

Posted by Kingbeast > 2021-10-04 14:51 | Report Abuse

Lol

Posted by Aiyodidi > 2021-10-04 15:06 | Report Abuse

limit down?

Posted by AJtheGreat > 2021-10-04 15:08 | Report Abuse

Run for ur life

Posted by Kingbeast > 2021-10-04 15:17 | Report Abuse

Can I know what happened to this counter? Everyday after lunch, sure drop.

Operator buat kacau ah

Posted by Hwai Hooi > 2021-10-04 15:18 | Report Abuse

this time drop over...

Posted by crabbyboy > 2021-10-04 15:18 | Report Abuse

no mood

Posted by Aiyodidi > 2021-10-04 15:25 | Report Abuse

@156563 your dnex sold?

Posted by aa1234 > 2021-10-04 15:29 | Report Abuse

hailat

Posted by crabbyboy > 2021-10-04 15:45 | Report Abuse

big hailat

Posted by 156563 > 2021-10-04 15:46 | Report Abuse

@Aiyodidi我还有收dnex票 等到明才打算

Posted by gemfinder > 2021-10-04 15:48 | Report Abuse

kutip kutip

Posted by TGbee > 2021-10-04 15:48 | Report Abuse

what suddenly jatuh longkang ar?

Posted by TGbee > 2021-10-04 15:49 | Report Abuse

It seems the more we promote Kenaga's TP, the deeper the longkang :)

Posted by 156563 > 2021-10-04 15:50 | Report Abuse

kGB炒完咯

Posted by Start_0f_the_bull > 2021-10-04 16:01 | Report Abuse

What is going on? Diving?

Posted by charlie chia > 2021-10-04 16:04 | Report Abuse

Correction after many days moving up

Posted by boon1515 > 2021-10-04 16:10 | Report Abuse

coz u all buy in liao gua, wan wash u all

Posted by gemfinder > 2021-10-04 16:15 |

Post removed.Why?

Posted by gohkimhock > 2021-10-04 16:20 | Report Abuse

the son is too naughty, climbed up so high. Deserved to be battered,,