Posted by Heilong > 2014-02-26 11:41 | Report Abuse

It wouldn't be far away from current mother + warrant = 2.00-(1.1+0.9). Looking at the mother share price.. It dropped from 1.85 to 1.60 which 20 cents different after the announcement. Following, you can noticed the OR has very high volume compare to mother last week. This indicated that they encourage ppl to convert the OR.
Possible they will goreng the warrant. But buying the mother I think is a better choice since it is at very attractive price < 1.6

Posted by wploun > 2014-03-01 21:46 | Report Abuse

http://klse.i3investor.com/blogs/amresearch/47494.jsp, Price low time to accumulate more...

Posted by Nana88 > 2014-03-01 23:19 | Report Abuse

@wploun, that's a good read. Thks for sharing.

Posted by Heilong > 2014-03-03 12:00 | Report Abuse

Anyone know when is the next meeting date ?

Posted by novice8 > 2014-03-05 19:19 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1558733

Posted by hornetsjet > 2014-03-05 22:25 | Report Abuse

New land purchased in Shah Alam U10 with RM75psf.

Posted by _beginner_ > 2014-03-06 22:26 | Report Abuse

Right Issue closing. Hope the mother won't drop so much after that..

Posted by SexC > 2014-03-07 12:18 | Report Abuse

ur worry correct ler.. ppl bot cum > 1.80.. bot OR > 0.90.. conversion price of warrant 1.68..

bt mother keeps dropping.. die liao lo.. lots of ppl die liao..

some more if shot shot ppl who shot a counter wit rights issue n bonus issue go n shot kimlun.. d price wil drop even more later... u c xideliang la.. cia lat

Posted by SexC > 2014-03-13 12:24 | Report Abuse

ppl shot n screwing kimlun now??

Posted by Gabriel888 > 2014-03-18 14:06 | Report Abuse

how much warrant fair value? can guide?

Posted by SexC > 2014-03-18 19:36 | Report Abuse

mother is dropping like shit.. if u hv it jz keep it for a couple of yrs la.. don't ask la

Posted by Gabriel888 > 2014-03-19 10:06 | Report Abuse

gap up and limit up ler.....~~

Posted by SexC > 2014-03-19 14:25 | Report Abuse

o ya .. so u got profit or not?

Posted by masline > 2014-03-19 17:42 | Report Abuse

I have walked through this stock individually, patiently waiting for the appropriate market setup, currently Kimlun present a good trades toward having the expectation of an windfall gain. Hold the ground or participate in this trade at current price RM 1.56. The real skill is in not losing money!!! ^^. tx

Posted by LYL1 > 2014-03-19 19:19 | Report Abuse

Kimlun -WA estimate Rm0.5 and above , maybe will above Rm0.6 second time limit up
today have many buyer 37,1653 * 100 share

Posted by LYL1 > 2014-03-19 19:20 | Report Abuse

10 year warrant, brusa dont have many 10 year warrant. Hold you will have a lot benefit.
And warrant not so many

Posted by SexC > 2014-03-20 08:28 | Report Abuse

Kimlun screwed fr abt 1.75 to 1.52.. bt looking at yesterday likely ok liao.. ovr liao.. tp as high as 2.00.. mother hv to go up b4 w can

Posted by SexC > 2014-03-20 16:45 | Report Abuse

If mother cannot go up.. w cannot substain..

Posted by Liu Yeow Lee > 2014-03-20 19:20 | Report Abuse

today warrant close at Rm0.49 close to what i mention before

Posted by novice8 > 2014-03-20 20:08 | Report Abuse

wow vol building up these few days ya..

Posted by LYL1 > 2014-03-20 21:03 | Report Abuse

yes hold they will fry it

Posted by novice8 > 2014-03-20 21:15 | Report Abuse

lyl1, looking fwd that day! tq

Posted by LYL1 > 2014-03-20 21:17 | Report Abuse

sure believe it the day will come

Posted by SexC > 2014-03-21 13:16 | Report Abuse

AmResearch retains Buy on Kimlun, FV RM2


http://www.thestar.com.my/Business/Investing/2014/03/21/AmResearch-retains-Buy-on-Kimlun-FV-RM2/

Posted by johnny cash > 2014-03-22 18:21 |

Post removed.Why?

Posted by Liu Yeow Lee > 2014-03-22 20:21 | Report Abuse

KUALA LUMPUR: AmResearch is maintaining a Buy call on Kimlun with a fair value of RM2 a share, which is a 20% discount to its sum-of-parts value.

It said on Friday the management held a briefing for analysts and the key highlights were that it has a balance manufacturing order book of RM300mil as at end-December 2013.

The order book comprises of the Klang Valley Mass Rapid Transit Line One (KVMRT 1) job as well as the tunnel lining segment (TLS) packages for the Singapore cable tunnel and downtown line. The bulk of the KVMRT job is expected to be recognised this year.

Depending on the timing of the TLS package awards under KVMRT2, Kimlun will utilise its Senawang plant to produce industrial building system (IBS) products. The Senawang plant is currently running at about 50% utilisation rate.

AmResearch said Kimlun also intends to utilise its Senawang plant to supply TLS for the upcoming Thomson line in Singapore. The management reckons that its Senawang plant could handle three to four packages under the Thomson line.

“We understand that there are 19 TLS packages under Thomson line, estimated to be worth about S$130mil in total. Kimlun will be able to supply TLS from both its Senawang and Johor (currently at about 80% utilisation rate) plants. The TLS package is expected to be awarded soon following the appointment of main contractors recently,” it said.

AmResearch said Kimlun, with a balance construction order book of RM2bil as at end-Dec 2013, it expects new order wins to slow down in 1H14. About 80% of the jobs are in Johor. Its maiden project, HYVE, (GDV: RM235mil) has achieved a 70% take-up rate. It has unbilled sales of RM125mil and is expected to be completed by end-2015. Kimlun is still awaiting approval for phase 1 of its Medini Opus project (GDV: RM446mil) with a tentative launch scheduled for 4QFY14.

Kimlun intends to launch 41 bungalow units on a 386sq ft land that it is purchasing in Shah Alam. The group intends to sell these units (8,000 to 13,000 sq ft plots) for between RM1mil-RM2mil each.

“Recall that 70% of its record new order wins of RM1.1bil last year were secured in 2H. Given the large size of jobs in hand, we expect new order wins to slow down in 1H14 with a new order book assumption of RM700mil. Maintain BUY,” it said.

Posted by calvintaneng > 2014-03-22 20:34 |

Post removed.Why?

Posted by johnny cash > 2014-03-22 20:58 | Report Abuse

MRT theme play is back

Posted by stlf > 2014-03-23 08:45 | Report Abuse

Those are not shares buy back....They are subscription for their rights issue .

Posted by calvintaneng > 2014-03-23 09:21 | Report Abuse

Stif,

Yes ah? Also OK lah. At least they exercise the rights. Or else they will dispose them.

Posted by Mowwwa > 2014-03-23 17:27 | Report Abuse

Recommendation
We maintain our Buy recommendation on Kimlun with a fair value of RM1.77 (adjusted for rights
issue) which continues to peg earnings to an unchanged target PER multiple of 10x. We continue to
like Kimlun for its i) earnings growth prospects which tracks the booming construction sector both in
Malaysia and Singapore; and ii) earnings visibility given its sizeable order book. Meanwhile,
moderating factors include project execution risks in view of the worker shortage, as well as
dampened investors’ interest in the short term in view of the weak results.

Posted by Mowwwa > 2014-03-23 17:27 | Report Abuse

12 Mar 2014 11:30PM

Posted by SexC > 2014-03-23 19:49 | Report Abuse

Reported in The Star on 21-3-2014

AmResearch retains Buy on Kimlun, FV RM2

http://www.thestar.com.my/Business/Investing/2014/03/21/AmResearch-retains-Buy-on-Kimlun-FV-RM2/

Tis kind of thing coming out in newspapers means goring time soon..

Posted by Mowwwa > 2014-03-23 23:16 | Report Abuse

Me buy son

Posted by carson > 2014-03-24 17:09 | Report Abuse

son is a bit expensive, must be some strong reasons that brought in the confidence

Posted by SexC > 2014-03-25 11:42 | Report Abuse

mother must go up b4 d wa can even sustain.. mother 1.55 vs 2.15 (1.68 + 0.47).. 39% higher.. a bit too high.. buy mother

Posted by SexC > 2014-03-25 14:35 | Report Abuse

AmResearch retains Buy on Kimlun, FV RM2

wa 2.15 vs 2.00 FV.. 7.5 % too high

mama 1.58 vs 2.00 FV.. 0.42 26% more to go

Posted by novice8 > 2014-03-25 18:50 | Report Abuse

guys, anyone here subscribed the excess right? kimlun didnt allocate the excess right that i subscribed fully, when will i be getting back the refund? tq

Posted by Mowwwa > 2014-03-26 00:39 | Report Abuse

If you not the excess sure ur money refunded

Posted by calvintaneng > 2014-03-26 17:58 |

Post removed.Why?

Posted by SexC > 2014-03-26 18:56 | Report Abuse

Ya.. this plus goring.. kimlun price will go up tomoro


http://www.bursamalaysia.com/market/listed-companies/company-announcements/1576621

Posted by novice8 > 2014-03-26 19:21 | Report Abuse

sexC, ya i hope so too!

Posted by LYL1 > 2014-03-26 20:52 | Report Abuse

Changes in Sub. S-hldr's Int. (29B)

KIMLUN CORPORATION BERHAD

Particulars of substantial Securities Holder

Name Phin Sdn Bhd
Address Level 18, The Gardens North Tower, Mid Valley City
Lingkaran Syed Putra, 59200 Kuala Lumpur
NRIC/Passport No/Company No. 1020136-K
Nationality/Country of incorporation Malaysia
Descriptions (Class & nominal value) Ordinary Shares of RM0.50 each
Name & address of registered holder Phin Sdn Bhd
Level 18, The Gardens North Tower, Mid Valley City
Lingkaran Syed Putra, 59200 Kuala Lumpur
Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction Date of change
No of securities
Price Transacted (RM)
Acquired 19/03/2014
100,000
1.540
Acquired 20/03/2014
167,000
1.540
Acquired 21/03/2014
100,000
1.550

Circumstances by reason of which change has occurred Acquired from open market
Nature of interest Direct
Direct (units) 104,786,100
Direct (%) 34.86
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change 104,786,100
Date of notice 24/03/2014

Posted by LYL1 > 2014-03-26 20:54 | Report Abuse

the owner has confident in his company. He must foresee the company have good bright future

Posted by LYL1 > 2014-03-26 20:56 | Report Abuse

If the share break the Rm1.62 , the price will surge

Posted by winston1 > 2014-03-26 22:06 | Report Abuse

kimlun-wa should go up to 70 sen

Posted by Heilong > 2014-03-27 09:45 | Report Abuse

TLS contract secure 20m. Still got 110m to go. Going to shoot up now......

Posted by sexc > 2014-03-27 10:31 | Report Abuse

come on.. don't stop don't stop.. more more.. to 1.70 as first target

Posted by sexc > 2014-03-27 15:56 | Report Abuse

yes.. 1st target 1.70

Posted by sexc > 2014-03-27 16:11 | Report Abuse

hahaha