Posted by yungshen1 > 2013-08-28 15:56 | Report Abuse

maybe some people collecting at 0.380

Posted by asriruslan > 2013-08-28 16:15 | Report Abuse

buy for the last chance to get cheaper knm

Posted by asriruslan > 2013-08-28 16:17 | Report Abuse

take a seat relax and watch out knm up up on the way

Posted by yungshen1 > 2013-08-28 16:20 | Report Abuse

maybe closed today 0.400 to 0.405

Posted by mfbs > 2013-08-28 18:10 | Report Abuse

profit 11.419 million..still ok ma..

Posted by sephiroth > 2013-08-28 18:32 | Report Abuse

ya 'quite ok' profit margin 2.68%, better put money in fd

Posted by eSdM > 2013-08-28 18:51 | Report Abuse

Total comprehensive income for the period is 86,266,000.......

inclusive of
Foreign currency translation differences 34,540,000 gain
Net investment in subsidiaries 41,465,000 gain


Total comprehensive income attributable to:
Equity holders of the parent 87,086,000

good......

Posted by mfbs > 2013-08-28 18:52 | Report Abuse

Still loyal with my baby KNM

Posted by eSdM > 2013-08-28 18:56 | Report Abuse

Net cash generated from operating activities 33,740,000......

Posted by eSdM > 2013-08-28 18:58 | Report Abuse

Yes!

Posted by eSdM > 2013-08-28 19:01 | Report Abuse

: )

Posted by mfbs > 2013-08-28 19:18 | Report Abuse

Love my baby KNM

Posted by kcchongnz > 2013-08-28 19:19 | Report Abuse

Wah, so happy with 33.74 m in CFFO man. But CFFO is for the firm, ie for both equity share holders as well as debt holders. So still need to pay the 20m interest from there you know. so left with a miserable 14m cash. Also need to pay down at least a minimum amount of the 900+m total debt you know.

So this quarter no money to invest in plant and equipment already lor. Some more no money to buy this buy that like they liked to do all over the world all this world. So cash flow so great meh?

Posted by mfbs > 2013-08-28 19:21 | Report Abuse

oh yeh yeh yeh

Posted by yungshen1 > 2013-08-28 19:21 | Report Abuse

hi my friend esdm and mfbs.u both and me is loyal to knm.

Posted by inwest88 > 2013-08-28 19:25 | Report Abuse

kcchong has clarified. This is not a counter to invest. Anyway the final decision is up to the individual.

Posted by kcchongnz > 2013-08-28 19:31 | Report Abuse

inwest88, I am just being ke po here.

But seriously, KNM presents a text book case study. If I were to give a MBA course in finance and investment, I would take KNM as a case study. Students will learn a lot about how to look for problems in financial statements analysis, management and investor behavior and all kinds of valuable lessons in finance and investment.

Posted by mfbs > 2013-08-28 19:34 | Report Abuse

I will always with KNM

Posted by inwest88 > 2013-08-28 19:35 | Report Abuse

A prudent and knowledgeable investor will surely not touch this stock. It's for short term traders and speculators only and if they have the luck they can make some money.

Posted by asriruslan > 2013-08-29 08:16 | Report Abuse

waiting the reaction market to knm report with full question mark

Posted by asriruslan > 2013-08-29 08:40 | Report Abuse

if reaction is good so change the position to long term investment is not good have to follow the trend market that sold when have profit

Posted by asriruslan > 2013-08-29 09:46 | Report Abuse

for this moment knm become my favourite counter

Posted by asriruslan > 2013-08-29 09:47 | Report Abuse

the price is low and fundamental still ok

Posted by ganasai > 2013-08-29 10:03 | Report Abuse

wah huat loh. who sell previously sorry lah. next quarter result will be better, after sold brazil portion.

Posted by yungshen1 > 2013-08-29 10:27 | Report Abuse

ganasai how many lot u have knm shares

Posted by ganasai > 2013-08-29 10:30 | Report Abuse

no point ask this, just trust knm will be better and better. but need time to make turnaround. hope next quarter better result.

Posted by yungshen1 > 2013-08-29 10:38 | Report Abuse

hopefully next quarter result will be better than before.

Posted by observer3 > 2013-08-29 12:03 | Report Abuse

rhb and maybank upgraded knm from sell to hold.downside limited..only upside left.

Posted by sephiroth > 2013-08-29 14:33 | Report Abuse

During the quarter, the company had recognized some MYR7.4m in reversal of tax provision at its foreign subsidiary and some MYR3.4m in deferred taxes. Stripping out both items, KNMG’s net profit would have been much lower q-o-q and y-o-y.

Posted by sephiroth > 2013-08-29 14:35 | Report Abuse

meaning out of 11.4m profit, 10.8m is accounting profit, non cash profit. behold the real profit is....bravo....0.6m

Posted by mfbs > 2013-08-29 14:37 | Report Abuse

I still hold KNM around 10million, nothing to worried

Posted by lengjoe > 2013-08-29 15:06 | Report Abuse

same but i just 7million only

Posted by Alex Chan > 2013-08-29 15:11 | Report Abuse

terribly ...eps not even 1 cent for half year....shocking

Posted by eSdM > 2013-08-29 15:19 | Report Abuse

ok let's not listen to me, backward looking fear mongers or rhb....... or rhb may b can take a look later whn it comes up wit a new tp next week n one more new one d next next week..........

for now jz look at mbb...... whc is significant cos it had a tp of 0.23 for knm previously......


We also raise our TP 74% on a higher 2014 PER of 10x (8x previously) as most of the negatives are priced in, we believe.

WAT WE HV BIN SAYING ALL TIS WHILE.... KNM HAS BOTTOMED AT CURRENT PRICE...


We now expect KNM to deliver higher net profit of MYR33m/MYR62m in 2013/14.

SO MBB 0.40 TP IS BASED ON PROFIT OF 33M FOR 2013........

KNM QTR 1: 4M + QTR 2: 11M = 15M...... 33M - 15M = 18M FOR D NEXT 2 QTRS.... JZ 18M FOR D NEXT 6 MONTHS....... WIT D LOSS MAKING BRAZIL UNIT SOLD.... KNM CAN EASILY EXCEED TIS 18M IN NEXT 6 MONTHS LA....

On the corporate front, we gather that the proposed listing of Borsig (its core division based in Germany) in the SGX has been delayed and is unlikely to meet the 2014 deadline.

LOOK PROPERLY, IT IS NOT CALLED OFF... JZ UNLIKELY TO MEET 2014 DEADLINE....
SO TIS IPO IS ON.... N IS BACKSTOP TO KNM.......

Posted by eSdM > 2013-08-29 15:25 | Report Abuse

nobody said it is a V recovery..... bt a recovery it is...... n mbb is expecting a 62m profit in 2014....

Posted by mfbs > 2013-08-29 16:22 | Report Abuse

my baby go go go

Posted by aman0305 > 2013-08-29 20:11 | Report Abuse

Will slide down...sell sell

Posted by yungshen1 > 2013-08-29 20:41 | Report Abuse

i just hold 3.2milions shares.

Posted by Alex Chan > 2013-08-29 20:54 | Report Abuse

2014? depends if there is still cash,anyway that what they say, last year

Posted by charan das > 2013-08-29 21:47 | Report Abuse

CAN NAIM BECOME LIKE KNM SLOWLY??? carefull ho

Posted by asriruslan > 2013-08-30 09:44 | Report Abuse

ready to sell 0.40 is sign this level to violate and buy back at lowe price.. market is to high

Posted by asriruslan > 2013-08-30 09:46 | Report Abuse

from the trading pattern is look like knm need long journey to boost the price

Posted by aman0305 > 2013-08-30 10:04 | Report Abuse

Wait until borsig list in sgpore.....mayb

Posted by asriruslan > 2013-08-30 10:12 | Report Abuse

they have restructuring the company and get more job to convince investor

Posted by aman0305 > 2013-08-30 10:19 | Report Abuse

Very difficult for them to get more job as their past record was very bad. Hiring to so many ceo...coo...just sitting doing nothing...

Posted by yungshen1 > 2013-08-30 13:45 | Report Abuse

i think 2 month later this share will goreng reach to 0.600

Posted by klchew1976 > 2013-08-30 13:53 | Report Abuse

What make you think it will goreng? Any idea?

Posted by mfbs > 2013-08-30 16:22 | Report Abuse

ys1: pls explain..hahaha

Posted by yifie_911 > 2013-08-30 16:36 | Report Abuse

just self shocking?

Posted by klchew1976 > 2013-08-30 16:40 | Report Abuse

ys, we're very keen on this...0.6...Can explain your logic? We're preparing to shot...