Posted by limitup4u > 2023-08-25 18:45 | Report Abuse

Their spectacular run is actually in year 2021 and all the way down from the beginning of year 2022. I do agree that is underpriced but somehow it is not able to come back for some certain reason which we might not know.

Posted by gobbie > 2023-08-25 19:37 | Report Abuse

Yep. Fye 6/22 i mean . Dont worry, same as person you cant keep a good counter down for too long 😄

Posted by paperhand123 > 2023-08-28 10:31 | Report Abuse

seems like mixed opinions..... thinking if should i collect more at 1.9x......

think semicon will rebound by 2024

Posted by gobbie > 2023-08-28 10:36 | Report Abuse

As they say - dry season doesnt last forever.

Posted by limitup4u > 2023-08-28 13:35 | Report Abuse

Yea, but got to prepare to hold for a year or two. For short term, really got to see what's the prospect mention in the coming QR

Posted by gobbie > 2023-08-28 14:34 | Report Abuse

No need to wait so long

Posted by limitup4u > 2023-08-28 14:40 | Report Abuse

just wondering how much is your expected return and how long it require?

Posted by itselviiin > 2023-08-28 16:49 | Report Abuse

dry season ending soon lor

Posted by paperhand123 > 2023-08-28 17:06 | Report Abuse

better be ending i dry for 2 years dy lor

Posted by gobbie > 2023-08-28 17:14 | Report Abuse

FYE2022 was a bumper harvest year for them so naturally they took a breather for this year. Share price will grow in tandem with upwards expected for semi con , all depends on how fast management can react to it

Posted by limitup4u > 2023-08-28 19:02 | Report Abuse

Haha, let's see how soon it end and how high the rocket can go. As many are staying at penthouse (Rm2-4)

Posted by paperhand123 > 2023-08-29 14:49 | Report Abuse

lol yeah expensive penthouse

Posted by limitup4u > 2023-08-29 15:05 | Report Abuse

opps, suppose to be, penthouse (RM3-4), typo error..

Posted by limitup4u > 2023-08-29 20:05 | Report Abuse

Guess the drying season extended.. xD

Posted by gobbie > 2023-08-29 20:21 | Report Abuse

Dont worry . Results were expected as its a good clean up of manufacturing segment losses to prepare for fye24.
2 sen dividend better than nothing.
Prospects for this sector still positive

Posted by EngineeringProfit > 2023-08-29 20:36 | Report Abuse

G.g

Posted by limitup4u > 2023-08-29 21:01 | Report Abuse

Manufacturing
The management anticipates the manufacturing division to face challenges in FY2024 as the Electronics and Electrical (E&E) industry is not expected to experience a significant upsurge in growth in the immediate future, given the prevailing economic conditions.

Guess, another year of dry season?

Posted by paperhand123 > 2023-08-30 09:45 | Report Abuse

wah bbq le

Posted by gobbie > 2023-08-30 09:55 | Report Abuse

Most management will say that prime example is property dev- dark forecast at beginning of year but now different story

Posted by NoTimeToTrade > 2023-08-30 10:10 | Report Abuse

i think time to let go, Kobay management already comfortable and after 2 years explosive stock price, they all now planning for succession and exit strategy, now can dream of early retirement.

Posted by paperhand123 > 2023-08-30 10:38 | Report Abuse

any press release soon? wanna see what the management gotta say

Posted by limitup4u > 2023-08-30 10:39 | Report Abuse

It seems the end of tunnel is still very far ahead. Got to wait for 2 more Qr at least to make a come back.

Posted by NoTimeToTrade > 2023-08-30 11:27 | Report Abuse

Ok sold, it was a nice ride, and i really like you guys in this Kobay forum, seems like Kobay has a good group of level headed investors in you guys compared to other stocks (ie: CapitalA - really toxic people in there). Good luck guys and maybe i'll invest again in Kobay.

Posted by limitup4u > 2023-08-30 11:29 | Report Abuse

Guess you can only wait for the Annual/General Meeting. It doesn't sound positive in their prospect mentioned in QR

Posted by gobbie > 2023-08-30 12:22 | Report Abuse

Not worried at all- China and other buyers will need to buy big soon then Kobay's refurbished 15 acre factory will kick in .

Posted by limitup4u > 2023-08-30 13:23 | Report Abuse

You are very positive and optimistic. Good luck bro

Posted by gooman > 2023-08-30 21:21 | Report Abuse

China chip stocks rally after Huawei's low-key launch of new Mate 60 Pro phone

SHENZHEN, China/SHANGHAI (Reuters) -Chinese chip stocks rallied on Wednesday following Huawei Technologies’ launch of its new Mate 60 Pro phone, as investors speculated it could be using a 5G capable chip which, if true, would be a win for China’s local semiconductor sector.
https://www.usnews.com/news/technology/articles/2023-08-30/chip-stocks-rally-after-huaweis-low-key-launch-of-new-mate-60-pro-phone?utm_source=flipboard&utm_content=user%2FUSNews

Posted by troy88 > 2023-09-04 09:26 | Report Abuse

one time wonder company and stock. gg

Posted by limitup4u > 2023-09-04 15:37 | Report Abuse

Got to agree with this. After that 1 year wonder, they share price never recover since then.

Posted by itselviiin > 2023-09-13 16:01 | Report Abuse

KOBAY need to prove themselves again

Posted by paperhand123 > 2023-09-14 17:15 | Report Abuse

waiting for them to put up a show for their heavy capex in 2022...

Posted by monetary > 2023-10-04 16:00 | Report Abuse

ib tp 4. highest upside among all tech stocks

Posted by limitup4u > 2023-10-04 17:58 | Report Abuse

which IB gave TP4?

Posted by gooman > 2023-11-11 10:53 | Report Abuse

Nvidia will reportedly sell new chips to China that still meet U.S. rules
https://www.cnbc.com/2023/11/10/nvidia-will-reportedly-sell-new-chips-to-china-that-still-meet-us-rules.html

Posted by gooman > 2023-11-11 22:18 | Report Abuse

Chip sector – from crisis to recovery
https://www.thestar.com.my/business/business-news/2023/11/11/chip-sector---from-crisis-to-recovery

Posted by gooman > 2023-11-20 21:18 | Report Abuse

The global semiconductor manufacturing industry is on track for recovery in the fourth quarter of 2023, setting the stage for continued growth in 2024, Semi and Techinsights predict. Q4 IC sales are expected to rise 4 percent sequentially as end demand improves and inventories normalize. Electronic sales are predicted to register a robust 22 percent quarter-over-quarter increase in Q4 2023..
https://bits-chips.nl/artikel/ic-sales-start-moving-upward/

Posted by JustinX78 > 2023-11-22 15:15 | Report Abuse

Grab some because its bottom price has been reached

Posted by paperhand123 > 2023-11-22 17:55 | Report Abuse

see you at my penthouse =)

Posted by limitup4u > 2023-11-23 14:32 | Report Abuse

The prospect mentioned in the QR is not really good. Guess got to wait for another few qr

Posted by monetary > 2023-11-23 15:42 | Report Abuse

Pls read the analyst's report. The TP is arrived by taking the full book value of the property segment. Can ar? If like tat no property stock will bellow nta.

Posted by paperhand123 > 2023-11-24 09:59 | Report Abuse

anyone knows why the profit so low this qr despite their revenue is 72m?

Posted by JustinX78 > 2023-11-29 09:41 | Report Abuse

High finance cost and its property segment was making loss in PBT

Posted by paperhand123 > 2023-11-29 19:35 | Report Abuse

Investors lost confidence in this stock?

Posted by troy88 > 2023-11-30 09:33 | Report Abuse

Lousy one hit wonder stock. Belongs in the RM1 price range..

Posted by Hong Wei Phoon > 2023-11-30 11:05 | Report Abuse

not surprise back to penny as business still no good

Posted by gooman > 2023-11-30 11:52 | Report Abuse

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=225451&name=EA_FR_ATTACHMENTS

Posted by paperhand123 > 2023-11-30 18:21 | Report Abuse

think my penthouse units can wait and pass to my grandchildren already.... :c

Posted by Lee Ying Yee > 2023-11-30 21:40 | Report Abuse

$ 1 wait wait >>??

Posted by JustinX78 > 2023-12-01 12:05 | Report Abuse

goreng when it announces that it gets more projects from Singapore. Ha

Posted by paperhand123 > 2023-12-01 15:14 | Report Abuse

walao eh stop bleeding wei