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2024-05-28 19:10 | Report Abuse
Yes, 5 cts per qtr again. 5x4=20 cts x pe15=rm3.
2024-05-17 12:26 | Report Abuse
Wow 400K , I want to change my name to 1688888 too. Kudos for your great earning.
2024-05-17 12:15 | Report Abuse
Already made great return thru HT but will never break even in overall glove counters as only averaging down in HT but not in TG.
2024-05-17 10:34 | Report Abuse
I never enjoy bonus from Johotin/Ableglob since 2017. Hopefully this is the year of bonus.
2024-05-17 09:29 | Report Abuse
Yeah, rm2 is within an easy reach.
2024-05-16 16:31 | Report Abuse
I anticipate the upcoming eps at 5 cts again.
2024-05-16 16:29 | Report Abuse
News on tariff accelerated the hike of HT earlier. I anticipate it’s hard to hold the current price for long. Nevertheless, after a dip from the current, it will break 4 in longer term, I f/c at year end.
2024-05-16 16:22 | Report Abuse
W/o extra tariff on China, HT would be fine too.
2024-05-16 16:19 | Report Abuse
HL f/c eps14cts in fy26. At PE 30, price =4.20.
TA got insight that now the capacity has been fully filled, some orders have to be pushed till new lines are ready.
2024-05-15 11:41 | Report Abuse
Pls make one limit up showcasing the return of the King.
2024-05-10 16:36 | Report Abuse
Hope so. and Thank you for the positive energy
2024-04-29 15:23 | Report Abuse
tortoise, tortoise wakes and moves up quick quick.
2024-04-04 14:19 | Report Abuse
HL investment has TP RM5.40 for MBMR in Mar2024.
2024-04-04 11:20 | Report Abuse
Thank you for your kind response.
2024-04-04 11:03 | Report Abuse
As said before, the strongest driving force behind the share price of KGB is the replenishment of contracts. In the past years, there were announcements on new contract wins every couple months, but I don't see the trend is sustained this year. A bit of a concern. Hopefully a new big contract win is on the way. God bless.
2024-04-04 10:58 | Report Abuse
Referring to your 2nd last sentence about the new LCO2 plant, the contribution from LCO2 infact is not significant if we look at the past income breakdown. Nevertheless any extra earning is good for the valuation of KGB especially the extra earning from LCO2 which carries much higher net margin that the main income stream, UHP.
2024-03-26 14:52 | Report Abuse
Kelington starts production at second LCO2 plant
https://www.klsescreener.com/v2/news/view/1299945/kelington-starts-production-at-second-lco2-plant
2024-03-24 10:26 | Report Abuse
Glad to see some relevant and positive postings about YTLP in this sunny Sunday morning. Gambetta!!!
2024-03-24 10:22 | Report Abuse
KamSiah 'Bohliao' for continuously disseminating relevant and positive info about KGB.
2024-03-22 09:45 | Report Abuse
Not to pour cold water, I don't think Inari will rise significantly seeing the SBL is still taking shares from the market at rate 1.5%.
2024-02-29 14:40 | Report Abuse
Agree that this can be a mini DLady.
2024-02-29 14:37 | Report Abuse
Invisible pressing hand comes again with 1.5% interest for SBL. Have to wait for much longer again to see a significant uptrend.
2024-02-22 16:55 | Report Abuse
I guess the invincible hand mentioned by you = SBL mentioned by me.
2024-02-22 16:40 | Report Abuse
Harta's gloves sale order is increasing as quite a significant number of buyers have come back to M'sia. Harta will show us a good set of qtr earning 3 months later.
2024-02-20 14:42 | Report Abuse
Yes, FocusP moves up. Heng, Ong, Huat in Loong Year.
2024-02-19 09:41 | Report Abuse
By HLebroking on 19Feb:
UHP segment to perform strongly, supported by the anticipated rebound in
semiconductor sales (with the WSTS forecasting a 13% increase for 2024) and the China
+1 strategy benefiting Southeast Asian (SEA) players like Malaysia and Singapore. With
an order book of RM1.5bn as of November 23, KGB is poised to report strong earnings
for FY24-25, with additional opportunities for order replenishment in the future, supported
by a high tender book of RM2.17bn. Management sees plenty of job opportunities in
Singapore, Malaysia, and China markets. This optimism is bolstered by the ongoing
expansion pipeline in global semiconductor players such as GlobalFoundries, SMIC, and
Infineon, announced in 2023, despite the down cycle in semiconductor sales. This
expansion is mainly driven by the China +1 strategy and the prolonged US-China trade
war, which has prompted China to invest in its semiconductor capabilities. These events
have opened up more UHP contract opportunities, as these gases are crucial for
semiconductor fabrication processes such as photolithography and etching.
Second LCO2 plant to come online. To recap, KGB has committed to invest RM45m
in setting up its second LCO2 plant (P2) in Kerteh, Terengganu, following the success of
its first LCO2 plant which began operations in 2019 and achieved an 80% utilization rate
in 1H22. With P2 currently in the final stage of testing and expected to come online soon,
the addition of 70k tonnes per year (bringing total capacity to 120k tonnes per year) will
boost the group’s FY24 earnings. With P1 currently operating at full capacity, P2 will
alleviate this bottleneck, enabling the group to capitalize on the increasing demand for
LCO2 in the Asia and Oceania region, given the worsening shortage of LCO2 following
the closure of petrochemical plants globally. Additionally, it's worth noting that the
industrial gas business offers stable recurring income with a superior margin (industrial
gas GPM: 30% vs UHP: 15%).
New wave on the making. KGB is poised to establish a higher high formation, reinforced
by bullish indicators. A successful breakout above RM2.40 will spur the price toward
RM2.50-2.57-2.68. Cut lost at RM2.09
2024-02-14 21:31 | Report Abuse
Inari will change its lukewarm trend beginning tomorrow as the SBL shares have been returned.
2024-02-14 15:45 | Report Abuse
a good counter, will reach RM2 with eps 5x4=20 and PE 10, div ~4%
2024-02-14 15:34 | Report Abuse
Inari will catch up the broader market sooner or later once as its biz in Penang plants is doing good.
2024-02-14 15:26 | Report Abuse
SMRT, keep the uptrend momentum rolling. While others have moved up, you should not be below RM1.
2024-02-09 22:31 | Report Abuse
FocusP is one of the top pick of HLebroking with target price at 1.03.
2024-01-16 18:45 | Report Abuse
Judging from the Securities Borrowing & Lending rate at 2% for Inari this week, someone does not want the price to go up too high.
2024-01-15 13:04 | Report Abuse
When the broad market is hot and moving north, can buy small cap growth stock like smrt to ride along the rising tide.
2024-01-09 18:54 | Report Abuse
140 mil is good but not sufficient. Need more new contracts to come in
Stock: [MAHSING]: MAH SING GROUP BHD
2024-05-30 14:17 | Report Abuse
great move, MahSing