Posted by squirt > 2014-07-08 15:04 | Report Abuse

Gen lee will dispose at 1.40 careful

Posted by maxmax > 2014-07-08 15:09 | Report Abuse

bright prospects....keep and you will be rewarded

Posted by jackytheman > 2014-07-08 16:31 | Report Abuse

why wa no moving ???

Posted by WallStreetBaller > 2014-07-08 17:21 | Report Abuse

this week will close rm1 at least

Posted by wcs0201 > 2014-07-08 19:40 | Report Abuse

the wa is waiting the mother to cut through the rm1 psychological resistance ...
mother is trying to but I wish it do it in slow motion, the quick one always cant sustain :)
Happy trading !

Posted by wcs0201 > 2014-07-08 21:29 | Report Abuse

the potential shooting star pattern seem like failed dy, expecting the uptrend to be stronger after breakout the high of the shooting star !!

Posted by squirt > 2014-07-08 23:26 | Report Abuse

Best time to hold for good gain

Posted by Marksmenship > 2014-07-09 02:21 | Report Abuse

Already teasing the RM1!

Should breach and move from here upwards......................

Posted by Joel > 2014-07-09 08:03 | Report Abuse

Hope will run at rm1.00 - rm 1.06 today !

Posted by gymkhana > 2014-07-09 08:15 | Report Abuse

hope will run @ rm 1.07...

during brasil 1 - 07 germany

Posted by bollingerman > 2014-07-09 09:45 | Report Abuse

any news?

Posted by small_investor > 2014-07-09 09:51 | Report Abuse

looking at the buy rate.. good good news coming

Posted by MrT10 > 2014-07-09 09:58 |

Post removed.Why?

Posted by speakup > 2014-07-09 10:02 | Report Abuse

goreng by General Lee?

Posted by kennyukm > 2014-07-09 10:12 | Report Abuse

Thanks MrT10, anyone joined the acc? Kindly share? Thanks.

Posted by jayteng > 2014-07-09 11:20 | Report Abuse

Hi which broker T+10??

Posted by squirt > 2014-07-09 12:06 | Report Abuse

Dont disturb our forum pls. For knm traders only

Posted by Marksmenship > 2014-07-09 12:11 | Report Abuse

Waiting for next wave. Momentum will bring this to break 1.10 and that will start minor rally...............

Posted by parker > 2014-07-09 12:16 | Report Abuse

Wootsss looking at the buying rate at 1.0 steady la today.... CMon KNM! !!!JOURNEY TO THE NORTH~~

Posted by Marksmenship > 2014-07-09 12:18 | Report Abuse

Volume picking up is a good sign. Half day trading already 15 million. Net buying. This is a good sign................

Posted by Joel > 2014-07-09 12:45 | Report Abuse

RAPID – Another Mega Contracts

On 4 April 2014, Petronas has approved the final investment decision (FID) for the
development of the Pengerang Integrated Complex (PIC), to be located on 6,424 acres
of land in Pengerang, Johor. The proposed development is anticipated to be bigger than
the combined Petronas existing downstream complexes in Melaka, Terengganu,
Pahang and Sarawak.

Posted by Joel > 2014-07-09 12:47 | Report Abuse

EnergyPark Peterborough is Game Changer

To recap, on Dec 2010, KNM has secured RM2.2bn EPCC contract from Peterborough
Renewable Energy Limited (PREL) for UK Peterborough waste to energy project.

KNM
and PREL will each holds 49% and 51% stake in Energy Park Investment Ltd (EPIL)
respectively. KNM purchased additional 31% stake in EPIL from PREL on Jan 2012,
bringing total controlling stake to 80% given the financial difficulties faces by the original
shareholders.

This will provide recurring income for a concession period of 25 years.
UK has decided to halve its greenhouse gas emissions from 1990 to 2027 and to cut
them by a total of 80% by 2050.

For this to happen, significant private-sector investment
in new energy infrastructure such as biomass waste to energy project is needed.
EnergyPark project is right fit into UK vision to deliver 15% of energy demand from
renewable sources in 2020 (from 4% in 2012).

Posted by Joel > 2014-07-09 12:48 | Report Abuse

Financial Forecast
Total latest orderbook book stand at approximately RM2bn (~1x of FY13 revenue).
Historically, the company’s annual orderbook replenishment rate has averaged around
RM2bn since 2012 even though RAPID has not commenced.

Posted by Joel > 2014-07-09 12:49 | Report Abuse

We have forecasted KNM’s revenue to grow by CAGR of 13% from FY13 to FY16
mainly due to potential contract win from RAPID.

Net profit is expected to grow at
stronger pace with CAGR of 74% from FY13 to FY16 as EBITDA margin is projected to
improve from 10% to 11.7% in the same period due to;
i) lower financing cost; and
ii)
cost saving from the disposal of loss making Brazil business.
Our key assumptions are shown in Figure 16.

Balance sheet is expected to improve
further with net gearing to fall from 0.33x in FY13 to 0.16x in FY16 which provides
strong financial muscles to bid for more contracts and undertake the EnergyPark
Peterbough project.

Posted by Joel > 2014-07-09 12:49 | Report Abuse

In our scenario analysis,

our base case scenario assumes 12% market share on the
total RM18bn potential RAPID contract for KNM.

By pegging at 16x P/E, we expect our
bullish case target price (TP) to reach RM1.55 while worst case TP of RM1.18 per
share still offer 31% upside from current price.

Posted by Joel > 2014-07-09 12:50 | Report Abuse

KNM is a turnaround story with earnings to expand at CAGR of 55% from 2014 to
2016.

We expect P/E to fall further to 9x in FY16.


Hence, we initiate the company with a target price of RM1.35 based on 16x FY15 P/E,
premium to its peer of average target of 14-15x given its strong earnings growth
prospect (CAGR of 55% from FY14-FY16.

Posted by Joel > 2014-07-09 12:51 | Report Abuse

KNM has reformed, refinanced, reorganised and is ready to grow.
It has restructured its businesses and reduced OPEX by MYR20m-
30m p.a. from the disposal of its loss-making Brazil operations in
Sep 2013 and downsizing its global workforce.

It has since nursed
its balance sheet to a healthier position.

The refinancing of its
short-term debt has resulted in interest savings of MYR13m p.a.,
while its recent private placement raised another MYR103m. Its
net gearing is currently a more manageable 0.4x.

These events
have helped KNM to rebuild its growth path and recoup MYR33m-
43m p.a., lowering its OPEX to MYR280m (-7%) p.a.

Posted by Joel > 2014-07-09 12:52 | Report Abuse

Looking ahead, we see two clear catalysts emerging.

Firstly, KNM is
a direct proxy to RAPID.

With seven major tenders worth e.MYR60b
in the pipeline, the addressable process equipment bid size is
MYR18b (over a 4-year period).

Assuming a 20-25% win rate, KNM’s
potential RAPID orders of MYR4b-5b (MYR1b p.a.) would improve
its annual orderbook by 50% to MYR3b (4-5 years visibility).

Posted by Joel > 2014-07-09 12:52 | Report Abuse

Secondly, executing the Peterborough project in 3-years’ time
would transform its current cyclical business model to one with a
more recurring income base.

With an 18MW (Phase 1) waste-toenergy
plant, KNM could generate MYR40m-MYR50m in net profit
p.a. from FY17, based on a 10% IRR and 80% equity stake. Total
capacity is 80MW.

Posted by Fei HK > 2014-07-09 13:20 | Report Abuse

Joel. pls only post things n findings that we dont already know. do not cut n paste stuff n hijack this forum. thank you very much.

Posted by parker > 2014-07-09 13:26 | Report Abuse

Yea.. We need to know only tp by when simple. worth or not buy in more now. Analysis can Google anytime

Posted by squirt > 2014-07-09 13:32 | Report Abuse

Yes agreed FEI hk

Posted by Fei HK > 2014-07-09 13:37 | Report Abuse

yes. and full reports can easily be accessed in the price target details link. so no need to constantly cut n paste in this forum. insiders gossips or news however would be much appreciated

Posted by Lightsaber > 2014-07-09 13:49 | Report Abuse

Hi Guys, any idea if the mother share or warrant is a better buy now ?

Posted by speakup > 2014-07-09 14:24 | Report Abuse

lightsaber if u not sure, why dont buy half half each?

Posted by parker > 2014-07-09 14:38 | Report Abuse

Of course de mother first!!xD

Posted by jackytheman > 2014-07-09 15:07 | Report Abuse

warrant sleeping... mother share slipping ...what you think leh ?

Posted by VLVL > 2014-07-09 15:11 | Report Abuse

most probably it will be downtrend now. take profit and switch counter guys for short term investor.

Posted by gymkhana > 2014-07-09 16:00 | Report Abuse

no need copy and paste de artikel... enough if give de link

Posted by BumbleBee > 2014-07-09 16:19 | Report Abuse

still green got hope

Posted by gymkhana > 2014-07-09 16:23 | Report Abuse

today close rm 1... tomorrow continue up...

Posted by WallStreetBaller > 2014-07-09 17:12 | Report Abuse

everyday close up. Very good sign. my TP RM1.15 i will dispose.

Posted by wahlaueh > 2014-07-09 17:42 | Report Abuse

EPF/EPF's portfolio manager acquire KNM's share.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1680353

Posted by wcs0201 > 2014-07-09 20:39 | Report Abuse

knm is now being back up :)
just buy and hold, they will push it higher !!

Posted by small_investor > 2014-07-09 22:22 | Report Abuse

Others IB also buying

Posted by alexisvics > 2014-07-09 22:23 | Report Abuse

KNM is EPF pet now. Will go above RM 1 tomorrow... huatlah

Posted by Abang Mad > 2014-07-09 22:29 | Report Abuse

Tmrw for sure will up n up

Posted by gymkhana > 2014-07-09 23:03 | Report Abuse

slot for EPF to join in de project... potential...

Posted by Faezal Alimat > 2014-07-09 23:13 | Report Abuse

Up...buy n hold ketat2...lol

Posted by cth1268 > 2014-07-09 23:28 | Report Abuse

New adopted son name CM will be born tomorrow,........ Tambah meriah