Glad to see some relevant and positive postings about YTLP in this sunny Sunday morning. Gambetta!!!

KamSiah 'Bohliao' for continuously disseminating relevant and positive info about KGB.

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%.

Agree that this can be a mini DLady.

Invisible pressing hand comes again with 1.5% interest for SBL. Have to wait for much longer again to see a significant uptrend.

Boh Kang Tao

I guess the invincible hand mentioned by you = SBL mentioned by me.

@huatkia : what did you see ?

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.

Yes, OSK ups ups

Yes, FocusP moves up. Heng, Ong, Huat in Loong Year.

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

Inari will change its lukewarm trend beginning tomorrow as the SBL shares have been returned.

a good counter, will reach RM2 with eps 5x4=20 and PE 10, div ~4%

Inari will catch up the broader market sooner or later once as its biz in Penang plants is doing good.

SMRT, keep the uptrend momentum rolling. While others have moved up, you should not be below RM1.

Gong Xi Fa Chai

FocusP is one of the top pick of HLebroking with target price at 1.03.

Judging from the Securities Borrowing & Lending rate at 2% for Inari this week, someone does not want the price to go up too high.

When the broad market is hot and moving north, can buy small cap growth stock like smrt to ride along the rising tide.

140 mil is good but not sufficient. Need more new contracts to come in

This is the very fundamental to support share price of KGB

Got a New contract again.
https://www.klsescreener.com/v2/news/view/1260057

https://www.klsescreener.com/v2/news/view/1260057

I am still holding it tightly since 2019

Indeed I always wait for an announcement from KGB that it will venture into H2 gas generation for clean fuel cell.

Glad to see some upward movement

Glad to see some upward movement.

FA of KGB is good and it's earning growth prospect is forecasted in uptrend supported by the ongoing completion of the existing order book. On the flip side, need to watch out for its order replenishment for sustainability of earning. Risk is undoubtedly there as it's unwise to expect for non stopping plant expansion each year from the industry.

Kudos, Your pick on ytlpower is really super 'geng'.

Good growth prospect

Does anyone can some shed light on why the F&B segment was making a loss? I was not convinced that it was caused by the over staff.

Thks for the info.

Just buy at dip. Believe none of the prospective buyers take clue of the Daihatsu issue and switch to other brand. This type of issue and recall happened and resolved every year in car industry.

VS's biz prospect is reasonably good, the current earning is insufficient to justify a higher price. Just hold and grow slowly together with the biz.

Likely securing a new contract.

Thks for the info.

MARGMA expects global glove demand to resume growth next year, after 19% drop
TheEdge Wed, Aug 03, 2022
https://www.klsescreener.com/v2/news/view/1027045/margma-expects-global-glove-demand-to-resume-growth-next-year-after-19-drop

Kelington bags RM117mil job in Singapore
https://www.klsescreener.com/v2/news/view/1027427/kelington-bags-rm117mil-job-in-singapore

Talked like Donald, full of nonsense and fake news. Just click the YouTube link to confirm this is the biggest liar in i3.

Supported by the good earning.

Namo Amitabha, Buddha Bless her well soon.

Joined in at 0.385.

You never who at the end is the real so chai, probably the one shouting at the side while those jump in today laughing all the way to the bank.

Kelington subsidiary secures RM85m gas distribution contract
TheEdge Mon, Dec 06, 2021 01:22pm

section B11(c). ADMX(Mexico) has commenced commercial production operation in July 2021.
ADMX has been certified SQF (Safe Quality Food) which is a basic requirement to sell to Walmart and big supermarket chains.

心痛的感觉

Comparing Blue Sail to Harta is just like comparing Proton to BMW, showing Eagle does not know gloves industry.

The biggest mistake : sold out the free WB in Feb 2015, after a month of entitlement.

First bought on 6 Jan 2015. The highest entry was 3.50 in Mar 2021.
Grand average is 1.22. Main reason for holding so long is for its professional management team.