Posted by mikekim > 2021-08-26 18:27 | Report Abuse

next quarterly results will be out soon, quarterly revenue and earnings will skyrocket on a YoY basis. once investors see these encouraging results, share price will trend back closer to RM1.
move fast.

Posted by BrusaCasino > 2021-08-26 19:22 | Report Abuse

Probably already priced in

Posted by roger3210 > 2021-08-26 23:42 |

Post removed.Why?

Posted by kakashi > 2021-08-27 01:09 | Report Abuse

Bought 0.78

Posted by lclwyp > 2021-08-27 06:59 | Report Abuse

When QR will be announced?

Posted by Bgt 9963 > 2021-08-27 08:58 |

Post removed.Why?

Posted by mikekim > 2021-08-27 10:22 | Report Abuse

bought 0.775 and 0.78, will continue to acquire bit by bit until quarterly results released.
2018, 2019, 2020 quarterly results all released within last 10 days of August.
So QR either end of today, or end of Monday.

Posted by mikekim > 2021-08-27 10:29 | Report Abuse

irrational selldown by investors just because of same shareholder karim.
looking at this objectively, let's start with the negative impact on that - karim's reputation takes a hit, banks and capital markets less likely to support Kpower's financing needs for expansion. however kpower has RM100+m of cash on balance sheet and recently divested non-core student residences asset in the UK for a further RM7m. so working capital needs for the solar project won recently should not be an issue.

BUT, as we all know that kpower has a separate management, separate auditor and karim does not run the business at all. the selldown from RM2+ to RM0.70 almost 70% drop really has not much rationale other than irrational fear and association.

Some investors point out that Kpower has strong profit but low cashflow. if you look at their CFS, the cashflow is mainly dragged down by the increase in receivables. But this is very normal for a business that increased its revenue 4-5x over the same period - more working capital and capex is needed to support expansion.

I wouldn't touch serba so much until more clarity on independent review, but for kpower - there's no problems at all. other investors irrational fear means arbitrage for me to make $.

just my 2 cents, tq.

Posted by mikekim > 2021-08-27 10:37 | Report Abuse

before QR below 0.8, day after QR 0.85-0.90, 1 week after QR close to RM1.
my prediction - could be wrong, but also could be right.

Posted by jkct01 > 2021-08-27 11:30 | Report Abuse

Got it in! Now waiting for it to fly..

Posted by abang_misai > 2021-08-27 11:53 | Report Abuse

Common sense. If you use margin finance to own Serba, Scib & Kpower in a big way at the same time, when one of these stocks drops dramatically, you will be forced to sell down your other stocks in your portfolio regardless of their fundamentals. In this case, big taiko is forced to sell Scib & Kpower.

Soon the market will comes to this common sense. At that time, Kpower no more selling at 0.72.

Posted by abang_misai > 2021-08-27 11:56 | Report Abuse

Applying the PE assigned by market for the same industry of renewal energy, Kpower’s fair price is at least Rm2.50

Posted by roger3210 > 2021-08-27 12:05 |

Post removed.Why?

Posted by mikekim > 2021-08-27 14:35 | Report Abuse

the biggest worry of the market is kpower difficult to get financing for the solar power project it recently won.

but just remb there's RM100m+ cash on balance sheet + RM7m divestment cashflow from UK student accommodation non-core asset.

Anyway, just wait for QR out for share price to shoot up. Market always fearful before they see actual numbers, don't want to go in when it's low, but after QR is out, price shoots up, people want to chase. That's why, only a small handful of people that are brave will make the most $.

Posted by mikekim > 2021-08-27 14:35 | Report Abuse

just buy with cash, don't play margin, don't play contra. buy and hold.

Posted by jimmygor > 2021-08-27 14:36 | Report Abuse

this year is a re themed stock year!

Posted by abang_misai > 2021-08-27 14:38 | Report Abuse

betol. don't play with margin. buy low. don't chase. you will be fine

Posted by bigby7 > 2021-08-27 15:46 | Report Abuse

lol.. no power

Posted by mikekim > 2021-08-27 15:55 | Report Abuse

short term fluctuation is inconsequential when you have holding power.

Posted by Godofgambler > 2021-08-28 17:56 | Report Abuse

Kpower and tenaga got solar projects...
Not bad

Posted by Godofgambler > 2021-08-28 17:58 | Report Abuse

https://focusmalaysia.my/kpower-inks-large-scale-solar-power-purchase-agreement-with-tnb/

Posted by Godofgambler > 2021-08-28 18:05 | Report Abuse

Will bounce back to Rm2...
I support Mikekim

Posted by dompeilee > 2021-08-30 09:39 | Report Abuse

Go go goooo Kpower! Give me Round #4 pls =)

Posted by Edwin0908 > 2021-08-30 09:43 | Report Abuse

When QR comi g out

Posted by calvintaneng > 2021-08-30 09:55 | Report Abuse

Good morning all

Petronas has indicated that future Capex will pivot to Clean Green Energy and allotted Billions for Solar power and others

In year 2019 Petronas allocated Rm30 Billions for Upstream Ogse and Ogse upstream stocks gone up in a bull run

Then year 2020 Covid 19 hit and Medical Gloves went into a bull run

Now in 2021 very high commodity prices have propelled earnings of palm oil shares
So palm oil should do well

Now looking into year 2022

With Petronas over Rm25 billions capex into clean energy focus stocks in Green energy for solar and hydro power like Kpower might come alive

Will Kpower be part of the upcoming Clean energy stock bull run?

Yet to be seen but there is a high possibility so hold tight

Posted by calvintaneng > 2021-08-30 09:58 | Report Abuse

No only in Malaysia ....Indonesia is also planning massive investment into Clean Green energy
And looking further afield to USA there is also strong allocation of Funds into Renewable Energy

So jobs for Kpower will be plenty

Posted by abang_misai > 2021-08-30 10:19 | Report Abuse

As you maybe able to see, the share price of kpower is slowly dis-coupled with Serbak and SCIB. This could mean that more and more people realise that kpower is operated independently from Serbak

Posted by dompeilee > 2021-08-30 10:25 | Report Abuse

Hopefully

Posted by abang_misai > 2021-08-30 10:35 | Report Abuse

if serba's audit case turns up to be "no issue" or "not so serious", it will act as a booster for kpower. In case serba's SIR shows otherwise, kpower is unlikely to be affected.

Posted by dompeilee > 2021-08-30 10:47 | Report Abuse

I personally don't dare to buy Serba right now...

Posted by abang_misai > 2021-08-30 10:52 | Report Abuse

if got extra money, bet on this dark horse kpower which is a net cash positive company and with 2bil order book.

Posted by Sweetchocalates > 2021-08-30 15:32 | Report Abuse

Who is kpower auditor?

Posted by Sweetchocalates > 2021-08-30 15:33 | Report Abuse

Kpower seems to be detached from serbadk problem. Although the share priceare moving in the same direction. But i m seeing signs of disparity in prices between servsdk and kpower

Posted by Investeye > 2021-08-30 15:48 | Report Abuse

Instead of take risk to pick up Setback, take opportunity to collect few lots as the potential to recover is high especially they were using different auditor and the performance is good too.

Posted by kakashi > 2021-08-30 18:09 | Report Abuse

Qr not yet out. Weird

Posted by abang_misai > 2021-08-30 18:20 | Report Abuse

Hehe. Gigil. They can actually extend for 1 month.

Posted by kakashi > 2021-08-30 20:19 | Report Abuse

This is bad

Posted by MiaoMiao7 > 2021-08-30 20:30 | Report Abuse

@abc123_2020

hello, merdeka.... tuesday where got open.

Posted by Sweetchocalates > 2021-08-30 21:08 | Report Abuse

Found their external auditor is called messrs al jafree salihin kuzaimi plt. No wonder no issue like serbadk lol

Posted by kakashi > 2021-08-30 21:30 | Report Abuse

Good info. But why result not out

Posted by Sweetchocalates > 2021-08-30 21:32 | Report Abuse

Quite a number of companies delaying their qr to next month. Not just serbadk, kpower.

Posted by roger3210 > 2021-08-31 16:56 |

Post removed.Why?

Posted by Edwin0908 > 2021-09-01 11:05 | Report Abuse

Keep dropping...apahal..

Posted by Sweetchocalates > 2021-09-01 12:54 | Report Abuse

Looks like fake sell to me. If afternoon session u turn, i will hop in.

Posted by kakashi > 2021-09-01 13:53 | Report Abuse

Result delayed. I think not fake sell

Posted by Sweetchocalates > 2021-09-01 14:08 | Report Abuse

A lot companies qr delayed. See whether got u turn or not. If not then it will slowly fall down

Posted by roger3210 > 2021-09-01 17:15 |

Post removed.Why?

Posted by Yu_and_Mee > 2021-09-01 18:07 | Report Abuse

big news can be either good news or scary news

Posted by sayangawak > 2021-09-01 18:15 | Report Abuse

Runnnnnn

Posted by kpowersohai > 2021-09-01 18:27 | Report Abuse

what are u guys talking about....run lorrrr.....directors all selling...huge selling party