承你贵言

hali : you are great for bringing up the very true fact of investment which many guru will not accept it but it is the cruel way it works. This is the mystery causing a lot of value investors missing opportunity making wealth from the market.

The reason for the proposal of "Diversification":
The board anticipates that the Ind. Gases Business may contribute 25% or more of the consolidated net profits.
Listing Requirements states that a listed issuer must obtain its shareholders' approval for any business arrangement which might result in either:-
(i) the diversion of 25% or more of the NA of the listed issuer to an operation which differs widely from those operations previously carried on by the listed issuer; or
(ii) the contribution from such an operation of 25% or more of the net profits of the listed issuer.

*This has no impact to us as we have been informed since years ago that the mgt has intention to increase contribution from Gas Biz.

"Horse races as normal, we dance as normal."

KGB. 1:1 bonus. 1:3 free WA. Proposed yesterday.

Khoo : would you mind explaining the implication of "Diversification" ?

Expect to complete in Q321, sometime in Jul to Sep21.

Ichiban sekali.

yy : my TP for VS is 4 too. RM1 to go. There would be a positive surprise if contribution from the new factories exceed the expected number.

Leong and Nepo : this time, please do not buy but just study VS. Look at its eps, earning consistency and growth, orders on hand, capacity utilization, expansion progress, prospect of getting more orders and also knowing its boss. I have equally amount of KGB and VS. Either eating porridge or rice is dependent on both.

Nepo : you are too quick. If you have limited fund, reserve it and buy only in bear market. Anyway if you keep it for very long term, it will definitely go higher than 1.69. Just "beh siok" seeing paper loss at the early time.

Totally agreed with the report. Thks. Let's ride till 4.20.

Joined the wagon at 465 today. Cheer !!!

Hi Leong and Nepo : recommend you to study Johotin. Not saying that now is a good entry time, but would recommend you to know it, study it, follow it and grab it at good time. Just like courting a girl with high potential.
I bot between 1.0 to 1.30.

Hi Leong and Nepo : why at this very early in the morning, already pulling me into water, ha ha.. Nice to have you in the forum. Yes, I like those "forumers" who can talk in good manner even when in different opinion.

Leong : you are very lucky to have KGB as your first stock in Bursa. I was 10x unluckier than you that my first stock was LienHo(Property segment), bought at 4.40 with the first few months salary when entering work market and sold at 0.44 after many years.

Leong said :"...going to hold this counter for a very long long time".
I say : I am with you to hold KGB for long(NOT long long) time for now. I would alert myself that semicon industry will go into down cycle after the current peak. When there is no visible strong growth prospect, market will lower down the PE, and thus price will goes down significantly. This is not to happen in near future but need to consider this factor along your "long long time".

Cheers !!! to Good Forumers.

yy : me too, entered VS in Jul last year. Average entry price is higher due to continuous topping up.

yy: at last you are here. Welcome.

OMG!!! my favorite Johotin net profit drops 37% qtq and 19% yoy. On the bright side, its PE is only 14 at RM1.80

Support by the stellar Q2 result ?

Blossom-time-fruit=$

thks for sharing the great news.

I buy share based on eps.

I have overloaded with KGB in my portfolio, as just cannot resist to this very attractive price.

If adding back the impairment for trade receivable, eps is 2.95 in q4. Annualize this eps, yearly eps would be around 12cts. Give PE at 30, TP RM 3.60.

Support. Just bought at 1.88.

Bought KGB again at 2.15 just minute ago.

Will sell Inari only above 4.5 lah. What for just bought at 3.50 this morning and sell now at 3.48.

Added this morning at 3.50. Kamikaze. Good luck.

The owner knows if it is in profit or loss, but he will definitely not tell you. Enemy of the company tells you that the company is to make a big loss, but the fact is that the enemy will never know the actual performance of the company.

Thks for the good info.

I sold the last batch of JHM today. Tqvm JHM. Good luck to all good forumers here.

Top up again today. Good luck to myself.

KGB's main biz is serving semi-con factories. Any interest ?

Good luck to all.

Sold half of the holding first at 2.32 as disappointed with the QR. Impatient to wait for its new biz to kick in.

Sure you will entitle until the ex data which has not been announced.

wow.. very greedy to aim at rm4, but it is possible. good luck

Disagree.

Plus great QR in Mar, wow, cannot finish eating.

Beautiful!!! 1:1 bonus, 1:5 free Warrant. Expect to complete in Q2.

Congratulations

Pang: you kaya liao.

Soft reminder, the reported eps 2.46 cts has not been diluted by the enlarged share base from the recent bonus issue in Feb21. The adjusted eps should be around 1.64 cts. Good luck.

Today I added again at 0.82, averaging up, not down.

Why next month ? Its fin. year ends in Dec, should announce QR in Feb right ?

Past 3 years were on 26Feb.

Added IFCA again at 0.40.

One more reason is China Theme.

Calculated bet b4 QR. Anticipate great result with 100% utilization of LCO2 plant, record high order book from semicon, no more impairment.

Added KGB again just now at 2.23

Me too for most of the time.