Posted by nasgee > 1 month ago | Report Abuse

now get settt..goo vroommm fasterr ...

Posted by JustinX78 > 1 month ago | Report Abuse

It’s cheap if it’s below RM2

Posted by nasgee > 1 month ago | Report Abuse

fasterrr vroomm soon

Posted by limitup4u > 1 month ago | Report Abuse

vrooming to holland

Posted by gooman > 1 month ago | Report Abuse

Morgan Stanley Turns Bullish on Chinese Banks as Risks Subside

Policy moves will boost mortgages, margins, analyst says
Industrial upgrades paying off, aiding shift from property
https://www.bloomberg.com/news/articles/2024-06-28/morgan-stanley-turns-bullish-on-chinese-banks-as-risks-subside?embedded-checkout=true

Posted by JustinX78 > 1 month ago | Report Abuse

Not yet holland. If it's really holland, it would fall to Rm1 again

Posted by limitup4u > 1 month ago | Report Abuse

yea, more like it testing 2.22 now..

Posted by gooman > 1 month ago | Report Abuse

Kenanga stays 'overweight' on technology sector, sees improving order visibility
https://theedgemalaysia.com/node/717664

Posted by limitup4u > 1 month ago | Report Abuse

All the way down…

Posted by virgogo > 1 month ago | Report Abuse

just curious. have their new solar panel factory started mass production

Posted by TheTruth1997 > 1 month ago | Report Abuse

Took profits. Almost 10% within 1 week. Revisit again at good entry point. Thanks Kobay.

Posted by gooman > 1 month ago | Report Abuse

Singapore Stocks Head for Six-Year High on Earnings Potential

Major bank stocks have risen to record highs in recent weeks
Second quarter earnings season to begin at the end of July
https://www.bloomberg.com/news/articles/2024-07-10/singapore-stock-benchmark-heads-for-2018-high-on-earnings-hopes

Posted by JustinX78 > 1 month ago | Report Abuse

Kobay's weak period is over

Posted by limitup4u > 1 month ago | Report Abuse

kobay counter became laulau counter already..

Posted by limitup4u > 1 month ago | Report Abuse

you must be holding a lot to promote it everyday

Posted by gooman > 1 month ago | Report Abuse

Exclusive: Harris leads Trump 44% to 42% in US presidential race, Reuters/Ipsos poll finds
https://www.reuters.com/world/us/harris-leads-trump-44-42-us-presidential-race-reutersipsos-poll-finds-2024-07-23/

Posted by JustinX78 > 1 month ago | Report Abuse

Kobay will hit 1-year high in one day

Posted by JustinX78 > 1 month ago | Report Abuse

Follow director chipping in 😁

https://klse.i3investor.com/web/insider/detail/D_180088_70457833

Posted by limitup4u > 3 weeks ago | Report Abuse

typical kobay, sudden spike and down. It happened all the time.

Posted by nasgee > 3 weeks ago | Report Abuse

saikoooo maaa..today reall shoot up to rm3 fasterrr...vrooommm

Posted by 8u29song > 3 weeks ago | Report Abuse

resting for the next journey....

Posted by pang72 > 2 weeks ago | Report Abuse

1.91 liao...

52wk low is $1

Posted by newbie9893 > 2 weeks ago | Report Abuse

kasih LD kali ini

Posted by gooman > 2 weeks ago | Report Abuse

Bullish outlook for Bursa Malaysia - https://www.thestar.com.my/business/business-news/2024/08/09/bullish-outlook-for-bursa-malaysia

Posted by laulau > 1 week ago | Report Abuse

Morning Friends & Gentlemen!
Uptrend is still intact! Bargain Hunting in Progress! Let's join Mr. Koay in accumulating on weakness!
Recommendation: If Operator wants to sell cheap Don't Miss! Accumulate or Buyback on current weakness and we wait for another Breakout as Tech & DC stock Kobay is a Rebound King!

Posted by laulau > 1 week ago | Report Abuse

Buy with confidence! Tech sector like Kobay is in focus and likely beneficiary from incentives to be announced in coming Budget! Let's wait for the next Breakout!

https://www.nst.com.my/business/corporate/2024/08/1090214/fbm-klci-opens-firm-ground-monday-breaches-1600pts-mark

Posted by laulau > 1 week ago | Report Abuse

More upside for Kobay is coming as technology sectors to benefit from the data centre catalyst and the artificial intelligence (AI) theme.
https://www.nst.com.my/business/corporate/2024/08/1090370/bursa-malaysia-closes-higher-midday-buying-interest-telcos-and

Posted by GemSeekers > 1 week ago | Report Abuse

director keep buy recently , must be something interesting going on

Posted by GemSeekers > 1 week ago | Report Abuse

gosh ! director keep collecting everyday

Posted by gooman > 1 week ago | Report Abuse

US stocks surged on Thursday as upbeat consumer and labour data fuelled a rally, easing recession fears and bolstering investor confidence.
Semiconductor stocks outperformed the broader market on Thursday. Semiconductor ETFs, including SOXX and XSD, surged by 4.8 per cent and 5.4 per cent respectively. Industry leader Nvidia surged 4 per cent, whilst Broadcom and Monolithic Power Systems grew 5.4 per cent and 6.7 per cent respectively.

Posted by laulau > 1 week ago | Report Abuse

Morning Friends & Gentlemen. Correct Observation! Something must be Brewing if Kobay Holdings & Koay Family Buys Tech & DC Stock Kobay almost daily?

Recommendation:
With Dow Jones & Nasdaq surging! Now is Best time to follow Kobay Holdings, Insiders such as Koay Family to accumulate cheap Kobay shares currently disposed by Norges Bank previously holding 4.09% due to portfolio rebalancing?

Kobay shares are tightly held by substantial shareholders comprising of 61.3% Private Companies, 16.5% Institutions such as KWSP, KWAP, Tabung Haji etc., 19.7% held by Retailers & 2.5% held by Individual Insiders (Koay Family). Since weak holders and retailers already flushed out and many substantial shareholder's holding cost is RM4 or above from last RM102 million PP? Apart from Norges Bank, not many are willing to sell at current price.

Operators will go for the lower hanging fruit of RM3 before next TP4~4.50. The next run-up will be fast & furious! Accumulate on any weakness and we wait for the Breakout to the next wave of buy by Market, Institution & Foreign Funds etc.

Ownership Breakdown
#Individual Insiders 2.5% 7,993,794 shares
#Institutions 16.5% 52,809,255 shares
#General Public 19.7% 63,181,913 shares
#Private Companies 61.3% 196,195,841 shares

Top Shareholders
Top 19 shareholders own 80.27% of the company
#Kobay Holdings Sdn. Bhd 34.2%
#Norinv Kapital Sdn. Bhd 18.7%
#Hong Leong Asset Management 4.75%
#Inna Capital Sdn. Bhd. 4.62%
#Norges Bank Investment 4.09%
#Premiergrow Capital Sdn. Bhd. 3.84%
#KWSP 1.9%
#Kumpulan Wang Persaraan 1.75%
#Chen Ghee Tan 1.39%
#Kenanga Investors Bhd. 1.36%
#Lembaga Tabung Haji 1.17%
#Shwu Yan Lai 0.75%
#Manulife Investment Management 0.43%
#Chuan Kim Young 0.36
#Meridian Asset Management 0.35%
#Taurus Investment Management 0.3%
#Dimensional Fund Advisors LP 0.19%
#AmIslamic Funds Management 0.12%
#KAF Investment Funds Bhd. 0.087%

Posted by laulau > 1 week ago | Report Abuse

Why Tech & DC Stock Kobay?

Subsequently, the fit-out process follows, during which newly built data centres are fitted with essential components like server racks, power distribution units, cooling systems, and security measures.

This is the phase where tech players like Kobay with exposure to server and server-related equipment will start to benefit.

“If we were to put a timeframe on this, our estimate would be the period of quarter four calendar year 2024 to first half of calendar year 2025, which is roughly the completion time for data centre construction jobs that started earlier this year,” said Kenanga.

Malaysian Outsourced Semiconductor Assembly and Test services (OSAT) and Electronic Manufacturing Services (EMS) players may be relatively new to the server-related business, but they are well-versed in servicing multinational corporations (MNCs).

With a strong track record of capabilities and reliable deliveries, they are well positioned to excel in this expanding sector.

https://focusmalaysia.my/kenanga-tech-players-are-next-to-ride-the-data-centre-boom/#google_vignette

Posted by laulau > 1 week ago | Report Abuse

Recap!
To add on to this good news, Kobay is Venturing into Advance Data Server Business by acquiring 65% share in Leapcode Sdn. Bhd. Leapcode presently holds an applications service provider classlicense-ASP(C) issued by Suruhanjaya Kommunikasi dan Multimedia Malaysia on 27 May 2024. Its principal activity is to assemble, maintain and repair engineering equipment inclusive advance data server.

RATIONALE AND PROSPECT OF THE PROPOSED ACQUISITION
Currently, Kobay’s subsidiary, Kobay Industries Sdn. Bhd is providing high level assembly services of advance data servers for its customers (Data Centers) and the Proposed Acquisition is synergistic to the Group’s operation for venture into support business for Data Servers in Data Centers currently mushrooming all over Malaysia especially in Penang, Selangor & Johor!

Posted by laulau > 1 week ago | Report Abuse

Recap.
#Kobay has been making profit for 3 consecutive Qtrs., with Profit of RM5.84M on a Turnover of RM87.79M for Qtr. 3.
#Earnings vs Savings Rate: KOBAY's forecast earnings growth (60.4% per year) is above the savings rate (3.6%).
#Earnings vs Market:
KOBAY's earnings (60.4% per year) are forecast to grow faster than the MY market (12.1% per year).
#High Growth Earnings:
KOBAY's earnings are expected to grow significantly over the next 3 years.
#The 2 new projects, namely EMS and solar frame should be operational and generating income from next quarter onwards.
#There is a relatively healthy outlooks for aerospace and O&G divisions.
#Solar segment. The group is ready for its venture into the manufacturing of aluminium frames for solar panels for renewable energy-related business. #Kobay has already completed the renovation and installation of the new 15 -acre plant dedicated for renewable energy-related business. The prior delay from authorities’ approvals has been rectified and the factory is now successfully connected to the electric power after the substation upgrade by TNB. The anodizing line has been set up and currently the factory is ready to run for production.
#EMS. Recall that Kobay invested RM20m in Innospec, a new SMT services subsidiary, to provide end-to-end complete solution for ADS. Kobay has already been qualified by customers in 2QFY23 and is currently awaiting orders to be released to kick start production. At this juncture, the group just secured 2 customers with revenue guidance of about RM1m monthly. Despite the minimal contribution Kobay’s main aim is to utilize the readily available SMT line and achieve breakeven.
#Advance data server. Demand has improved as bitcoin price has more than doubled from breakeven price of USD27k to 67k as of June 2024.
#Property and pharmaceutical. Property development is expected to deliver positive performance on the back of the completion of its maiden Langkawi project.
#Pharmaceutical shall continue to work on widening its product range, along with cost control efforts to improve profitability and market competitiveness. The division is looking to expand its business in nutrition/supplement that could garner higher margin.

Posted by GemSeekers > 1 week ago | Report Abuse

QR surprise ?

Posted by limitup4u > 4 days ago | Report Abuse

Hope it not a `surprise'

Posted by Bettyem > 4 days ago | Report Abuse

这里没有惊喜吗?

2024-08-19

Insider

KOBAY HOLDINGS SDN. BHD. (a substantial shareholder) acquired 224,100 shares on 16-Aug-2024.

2024-08-19

Insider

DATO SERI KOAY HEAN ENG (a company director) acquired 224,100 shares at 2.252 on 16-Aug-2024.

2024-08-19

Insider

MR KOAY ZEE EE (a company director) acquired 224,100 shares at 2.252 on 16-Aug-2024.

2024-08-16

Insider

KOBAY HOLDINGS SDN. BHD. (a substantial shareholder) acquired 314,900 shares on 15-Aug-2024.

2024-08-16

Insider

MR KOAY ZEE EE (a company director) acquired 314,900 shares at 2.208 on 15-Aug-2024.

2024-08-16

Insider

DATO SERI KOAY HEAN ENG (a company director) acquired 314,900 shares at 2.208 on 15-Aug-2024.

Posted by limitup4u > 4 days ago | Report Abuse

Director are buying and yet the price is falling.
Also, if you noticed, their purchase is equivalent to daily volume of 20-40%.
If without their support, it could be even worst.

Posted by limitup4u > 2 days ago | Report Abuse

It will be lucky if it doesn’t break RM2.00

Posted by GemSeekers > 2 days ago | Report Abuse

@laulau ?? where is your fv 6.83 come from ?? . bearish chart support level 1.71

Posted by pang72 > 2 days ago | Report Abuse

Next destination is $1.70

Posted by limitup4u > 2 days ago | Report Abuse

laulau will be missing when it drop, only appear when it up a bit with all the TP and rebound king bull shit

Posted by gooman > 4 hours ago | Report Abuse

Stocks Rally as Powell ‘Locks In’ a September Cut: Markets Wrap

Powell says ‘time has come’ for Fed to cut interest rates
Traders pricing over 100 basis points of Fed easing this year
https://www.bloomberg.com/news/articles/2024-08-22/stock-market-today-dow-s-p-live-updates?embedded-checkout=true