KELINGTON GROUP BERHAD
KLSE (MYR): KGB (0151)
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Last Price
3.55
Today's Change
+0.01 (0.28%)
Day's Change
3.52 - 3.56
Trading Volume
106,100
Financial
Market Cap
2,550 Million
NOSH
718 Million
Latest Quarter
30-Sep-2024 [#3]
Announcement Date
12-Nov-2024
Next Quarter
31-Dec-2024
Est. Ann. Date
28-Feb-2025
Est. Ann. Due Date
01-Mar-2025
QoQ | YoY
23.43% | 3.94%
Revenue | NP to SH
1,446,052.000 | 120,138.000
RPS | P/RPS
201.32 Cent | 1.76
EPS | P/E | EY
16.73 Cent | 21.22 | 4.71%
DPS | DY | Payout %
7.81 Cent | 2.20% | 46.72%
NAPS | P/NAPS
0.59 | 6.03
QoQ | YoY
1.05% | 41.76%
NP Margin | ROE
8.48% | 28.40%
F.Y. | Ann. Date
30-Sep-2024 | 12-Nov-2024
Latest Audited Result
31-Dec-2023
Announcement Date
30-Apr-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
30-Apr-2025
Est. Ann. Due Date
29-Jun-2025
Revenue | NP to SH
1,613,919.000 | 102,651.000
RPS | P/RPS
224.69 Cent | 1.58
EPS | P/E | EY
14.29 Cent | 24.84 | 4.03%
DPS | DY | Payout %
3.59 Cent | 1.01% | 25.13%
NAPS | P/NAPS
0.47 | 7.56
YoY
85.31%
NP Margin | ROE
6.51% | 30.42%
F.Y. | Ann. Date
31-Dec-2023 | 28-Feb-2024
Revenue | NP to SH
1,290,393.333 | 112,542.666
RPS | P/RPS
179.65 Cent | 1.98
EPS | P/E | EY
15.67 Cent | 22.66 | 4.41%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
9.29% | 26.13%
NP Margin | ROE
8.93% | 26.61%
F.Y. | Ann. Date
30-Sep-2024 | 12-Nov-2024
Show?
| Last 10 FY Result | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1,290,393 | 1,446,052 | 1,613,919 | 1,269,517 | 517,714 | 389,814 | 379,861 | 349,198 | 317,420 | 343,344 | 206,449 | 189,656 | 26.84% | |
| PBT | 147,172 | 157,275 | 133,003 | 73,645 | 38,488 | 20,061 | 31,365 | 24,459 | 16,943 | 10,071 | -1,910 | 5,499 | 42.44% | |
| Tax | -31,964 | -34,665 | -27,870 | -15,494 | -5,934 | -2,843 | -7,818 | -6,295 | -4,857 | -1,244 | -679 | -376 | 61.30% | |
| NP | 115,208 | 122,610 | 105,133 | 58,151 | 32,554 | 17,218 | 23,547 | 18,164 | 12,086 | 8,827 | -2,589 | 5,123 | 39.86% | |
| - | ||||||||||||||
| NP to SH | 112,542 | 120,138 | 102,651 | 55,395 | 31,820 | 17,110 | 23,987 | 18,458 | 12,258 | 8,866 | -2,623 | 5,175 | 39.33% | |
| - | ||||||||||||||
| Tax Rate | 21.72% | 22.04% | 20.95% | 21.04% | 15.42% | 14.17% | 24.93% | 25.74% | 28.67% | 12.35% | - | 6.84% | - | |
| Total Cost | 1,175,185 | 1,323,442 | 1,508,786 | 1,211,366 | 485,160 | 372,596 | 356,314 | 331,034 | 305,334 | 334,517 | 209,038 | 184,533 | 26.27% | |
| - | ||||||||||||||
| Net Worth | 423,006 | 423,006 | 337,415 | 241,577 | 194,959 | 164,454 | 154,797 | 116,492 | 80,120 | 65,946 | 59,315 | 71,252 | 18.84% | |
| Equity | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Worth | 423,006 | 423,006 | 337,415 | 241,577 | 194,959 | 164,454 | 154,797 | 116,492 | 80,120 | 65,946 | 59,315 | 71,252 | 18.84% | |
| NOSH | 690,607 | 690,607 | 647,036 | 645,246 | 645,246 | 322,623 | 311,459 | 266,833 | 229,834 | 222,375 | 220,420 | 193,097 | 14.37% | |
| Ratio Analysis | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NP Margin | 8.93% | 8.48% | 6.51% | 4.58% | 6.29% | 4.42% | 6.20% | 5.20% | 3.81% | 2.57% | -1.25% | 2.70% | - | |
| ROE | 26.61% | 28.40% | 30.42% | 22.93% | 16.32% | 10.40% | 15.50% | 15.84% | 15.30% | 13.44% | -4.42% | 7.26% | - | |
| Per Share | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RPS | 189.50 | 212.36 | 250.30 | 197.43 | 80.51 | 123.54 | 122.40 | 133.21 | 138.11 | 155.88 | 93.66 | 98.22 | 10.94% | |
| EPS | 16.88 | 17.64 | 15.94 | 8.61 | 6.60 | 5.42 | 8.02 | 7.45 | 5.38 | 4.00 | -1.19 | 2.68 | 21.89% | |
| DPS | 8.00 | 8.24 | 4.00 | 2.50 | 1.50 | 0.50 | 1.00 | 2.50 | 1.00 | 0.50 | 1.00 | 0.50 | 25.97% | |
| NAPS | 0.6212 | 0.6212 | 0.5233 | 0.3757 | 0.3032 | 0.5212 | 0.4988 | 0.4444 | 0.3486 | 0.2994 | 0.2691 | 0.369 | 3.95% | |
| Adjusted Per Share Value based on latest NOSH - 690,607 | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RPS | 179.65 | 201.32 | 224.69 | 176.74 | 72.08 | 54.27 | 52.88 | 48.62 | 44.19 | 47.80 | 28.74 | 26.40 | 26.84% | |
| EPS | 15.67 | 16.73 | 14.29 | 7.71 | 4.43 | 2.38 | 3.34 | 2.57 | 1.71 | 1.23 | -0.37 | 0.72 | 39.34% | |
| DPS | 7.58 | 7.81 | 3.59 | 2.24 | 1.34 | 0.22 | 0.43 | 0.91 | 0.32 | 0.15 | 0.31 | 0.13 | 44.55% | |
| NAPS | 0.5889 | 0.5889 | 0.4698 | 0.3363 | 0.2714 | 0.229 | 0.2155 | 0.1622 | 0.1115 | 0.0918 | 0.0826 | 0.0992 | 18.84% | |
| Price Multiplier on Financial Quarter End Date | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Date | 30/09/24 | 30/09/24 | 29/12/23 | 30/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 29/12/17 | 30/12/16 | 31/12/15 | 31/12/14 | - | |
| Price | 3.06 | 3.06 | 2.17 | 1.37 | 1.72 | 1.69 | 1.26 | 1.12 | 0.83 | 0.285 | 0.29 | 0.34 | - | |
| P/RPS | 1.61 | 1.44 | 0.87 | 0.69 | 2.14 | 1.37 | 1.03 | 0.84 | 0.60 | 0.18 | 0.31 | 0.35 | 10.64% | |
| P/EPS | 18.51 | 17.34 | 13.63 | 15.90 | 34.76 | 31.17 | 16.30 | 15.91 | 15.56 | 7.08 | -24.37 | 12.69 | 0.79% | |
| EY | 5.40 | 5.77 | 7.34 | 6.29 | 2.88 | 3.21 | 6.13 | 6.29 | 6.43 | 14.12 | -4.10 | 7.88 | -0.78% | |
| DY | 2.61 | 2.69 | 1.84 | 1.82 | 0.87 | 0.30 | 0.79 | 2.23 | 1.20 | 1.75 | 3.45 | 1.47 | 2.52% | |
| P/NAPS | 4.93 | 4.93 | 4.15 | 3.65 | 5.67 | 3.24 | 2.53 | 2.52 | 2.38 | 0.95 | 1.08 | 0.92 | 18.20% | |
| Price Multiplier on Announcement Date | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Date | 12/11/24 | 12/11/24 | 28/02/24 | 27/02/23 | 25/02/22 | 26/02/21 | 26/02/20 | 26/02/19 | 26/02/18 | 22/02/17 | 26/02/16 | 27/02/15 | - | |
| Price | 2.93 | 2.93 | 2.41 | 1.52 | 1.43 | 2.36 | 1.26 | 1.28 | 0.865 | 0.43 | 0.275 | 0.405 | - | |
| P/RPS | 1.55 | 1.38 | 0.96 | 0.77 | 1.78 | 1.91 | 1.03 | 0.96 | 0.63 | 0.28 | 0.29 | 0.41 | 9.90% | |
| P/EPS | 17.73 | 16.61 | 15.14 | 17.64 | 28.90 | 43.52 | 16.30 | 18.18 | 16.22 | 10.68 | -23.11 | 15.11 | 0.02% | |
| EY | 5.64 | 6.02 | 6.61 | 5.67 | 3.46 | 2.30 | 6.13 | 5.50 | 6.17 | 9.36 | -4.33 | 6.62 | -0.01% | |
| DY | 2.73 | 2.81 | 1.66 | 1.64 | 1.05 | 0.21 | 0.79 | 1.95 | 1.16 | 1.16 | 3.64 | 1.23 | 3.38% | |
| P/NAPS | 4.72 | 4.72 | 4.61 | 4.05 | 4.72 | 4.53 | 2.53 | 2.88 | 2.48 | 1.44 | 1.02 | 1.10 | 17.24% | |
PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.
NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.
Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
Discussions
22 people like this. Showing 50 of 6,441 comments
I have ignored that posting for just comparing QoQ with kgb. Even ROE kgb is much higher than vstec. Anyhow is ok as both QR are good
1 month ago
dont forget KGB's warrants will dilute the outstanding shares by almost 1/3 by 2026
1 month ago
KGB is good but perhaps VSTECS is way better...it only needs a small margin expansion to cause significant impact on its bottom line
1 month ago
If I had to bet RM840 just to win RM19, I'd pass. I'd rather go for KGB with a better chance of winning big – plus, their winning margin could keep growing because of their moat. VSTECS is just a distributor only, and a bad one - with just a 2% margin.
KGB is the better choice.
1 month ago
https://theedgemalaysia.com/node/733824
According to one analyst who attended the briefing, Kelington’s tender book jumped by RM1 billion after bidding for an ultra high purity (UHP) gas job for Taiwan Semiconductor Manufacturing Company Ltd’s plant in Germany.
Kelington's order book reached RM1.45 billion at end-September, from RM1.29 billion in June, while its tender book surged to an-all time high of RM2.62 billion.
1 month ago
talking about MOAT
https://theedgemalaysia.com/node/662007
“Our network and channels have been built over three decades and it will be very tough for any new entrants to come in over the short term. Our profits have almost doubled over the last three years and we believe the best is yet to come,” he says.
1 month ago
I hold both KGB and VSTECS, I see no need to favor one over the other. Both have good growth prospects
1 month ago
According to one analyst who attended the briefing, Kelington’s tender book jumped by RM1 billion after bidding for an ultra high purity (UHP) gas job for Taiwan Semiconductor Manufacturing Company Ltd’s plant in Germany.
1 month ago
i collected KGB-WB at 56c, 44c, 38c, rm1.75, rm1.72 mainly because of goh sifu buy call. Never sold any, in fact thinking about converting them to mother next year
1 month ago
Still one of the best tech related stocks in bursa. Would have already hit RM4 if it wasn't for the irrational dumping of tech stocks in bursa.
1 month ago
https://www.channelnewsasia.com/world/us-finalises-funding-tsmc-chips-taiwan-4750766
US finalises up to US$6.6 billion funding for chip giant TSMC
1 month ago
The global semiconductor manufacturing industry demonstrated strong momentum in the third quarter of 2024, with all key industry indicators showing positive sequential increases for the first time in two years
https://www.digitimes.com/news/a20241122VL202/manufacturing-2024-growth-sales-demand.html
4 weeks ago
@dawchok,
Please read the report of Kenanga on KGB, I believe the report is well analysed.
The target price of KGB set by Kenanga is 4.16, I believe it is achievable in 2025.
The target price of KGB-WB should be around 2.77, it is also achievable in 2025.
Good luck.
Thank you.
4 days ago
@OTB , TQVM. I have vetted thru each line of report by Kenanga, just expect to hear more comments from another perspective. Nevertheless, appreciated your kind and prompt response.
4 days ago
I have just sold all of my free KGB-WB around 2.16 in Dec24, as I consider TIME is a very risky factor for WB. I experienced thru many rounds of unexpected equity tsunami which caused a total lost in warrant such as Gamuda WE in 2020. I still hold mother KGB for another 10-20% growth as time is a friendly factor to the mother share as long as its biz is in growth trajectory. TQ
4 days ago
The semiconductor industry is poised for another remarkable performance in 2025, according to Bank of America. Despite a stellar year, which saw heavy investment in artificial intelligence, experts predict that interest may shift towards other sectors like automotive and industrial chipmakers. This change could lead to a rebound in production and inventory replenishment, particularly if the global economy begins to recover.
https://www.reporterosdelsur.com.mx/news-en/the-semiconductor-surge-what-to-expect-in-2025/50856/#google_vignette
4 days ago
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Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
probability
VSTECS EPS just released 5.5 cents!
Amazing results! Quarter to Quarter shot up 28%! Better than KGB
For Q3 FY2024, the revenue increased by 30.2% to RM841.8 million from RM646.4 million last year attributed to recovery in both consumer and enterprise product and new product launching. Accordingly, gross profit (GP) increased by 28.6% to RM48.9 million from RM38.1 million last year.
1 month ago