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2021-01-22 21:37 | Report Abuse
My high confident on Krono has been dented by its lousy q1 and q2. Especially q1 where Krono has a very significant write off which I was not convinced at all and thus corelate it to incompetency or poor integrity of its directors. Until I build back confident on its management, I will keep it for short to medium term only and target for RM 1 instead of RM1.50 or RM1.80.
2021-01-22 21:28 | Report Abuse
Fe has good investment philosophy. Nice to have you in Krono.
2021-01-22 17:29 | Report Abuse
Reason is that Krono does not share much about prospect of its biz, making estimation of its value difficult.
2021-01-22 17:27 | Report Abuse
If Krono really reaches RM1.80, we "cannot finish eating". Anyway, I do not plan to hold till 1.80. Will start to cabut when above RM1
2021-01-22 17:22 | Report Abuse
Fe : you are absolutely right to hold for long term for big return as long as the biz is good. But in reality it is always 一场游戏一场梦https://www.youtube.com/watch?v=MjtUQmhKGuI when bear stampedes in every couple years.
2021-01-22 15:45 | Report Abuse
123: 1.70 Ho Liao. Congratulation
2021-01-20 15:39 | Report Abuse
tq. Then i have to wait
2021-01-20 15:23 | Report Abuse
I have high confident on VS after knowing its operation is running at full capacity and the new plant is on its way for commissioning in Jun. Based on calculation of its eps, VS can go to 3.50. The rest are rely on time, broader market sentiment and luck.
2021-01-20 15:08 | Report Abuse
Hi TapDance : do you know how much TWS business contributes to its net profit ? TQ
2021-01-20 13:55 | Report Abuse
VS should be traded at around 3 by now if it is to follow the mega rising trend of tech counters in M'sia.
2021-01-20 13:22 | Report Abuse
yy: I am still trapped in Insas with paper loss after years of holding while my Inari has delivered >100% return. In fact I have a sell order in Insas at 1.00 every day. I dislike its Right Issue and believe the board market dislike it too.
2021-01-20 12:48 | Report Abuse
Congratulation, you have found a gem here.
2021-01-20 11:57 | Report Abuse
Yes, i am here quietly counting the paper profit.
2021-01-20 11:54 | Report Abuse
My greedy calculation on eps justifies it at RM4.00. In reality, my heart is not tough enough for that.
2021-01-20 11:52 | Report Abuse
I also worry that i will fail to wait till 3.50. Usually I will start taking profit when reaching 100% return. Another 40cts, i reach my milestone. The rest would be super bonus.
2021-01-20 11:32 | Report Abuse
Leong: do you want to take up challenge on "patient" ? It is a very torturing process. ha ha
2021-01-20 10:52 | Report Abuse
AA: You "cannot finish eating". Congratulations. Let's challenge ourselves to see who have the most patient till 3.50.
2021-01-20 10:47 | Report Abuse
2021-01-20 09:16 | Report Abuse
20Jan2021: LCO2 plant’s utilisation recently picked up from 50% to 100%
29Jan2020: LCO2 further expansion should its existing plant capacity reach 80% utilization.
LCO2 : margin >30%.
Nov2019: expect 30% contribution to revenue within 3 - 5 years.
Hidden gem from LCO2 let alone the very bright prospect of its core UHP.
Die die hold.
2021-01-20 08:28 | Report Abuse
Fe: good comment which reflects the reality. Thks.
2021-01-19 18:12 | Report Abuse
1:2 bonus Ex date on 03-Feb-2021
2021-01-19 15:45 | Report Abuse
AA : I can not find the data. Do you know how much does dry ice biz contribute to the net profit in a year ?
2021-01-19 13:55 | Report Abuse
New contracts support visibility of growth prospect. Die die hold KGB till TP2.40-3.50.
2021-01-18 14:44 | Report Abuse
I dare not to key in sell order after comparing JHM to D&O and other technology counters. Just worry that I may miss the rising boat if selling too early.
2021-01-18 14:40 | Report Abuse
Hi : could someone share your view from fundamental perspective on TP for JHM ? I am puzzled from eps estimation and calculation.
2021-01-18 12:49 | Report Abuse
I love Sarawak too, truly Malaysia.
2021-01-18 12:39 | Report Abuse
FocusP proposed Bonus 1:2 on 30Nov2020. Expect to complete in Q121.
https://www.klsescreener.com/v2/announcements/view/3270073
2021-01-18 12:07 | Report Abuse
2 years holding, at last get the pay back.
2021-01-18 12:05 | Report Abuse
Good rise, Krono. Keep the momentum rolling..
2021-01-17 15:02 | Report Abuse
May take a look at VS besides KGB. I bet for big there too.
2021-01-15 21:31 | Report Abuse
https://www.sinchew.com.my/pad/con/content_2411585.html
Biz opportunity for KGB in Taiwan.
2021-01-15 21:30 | Report Abuse
Leong : i have few assumptions:
Write back the 3.2 mil forex loss as it is a non operational loss, Q320 eps is 2.5cts. Annualize eps 2.5x4 = 10cts.
5 yrs CAGR till Dec19 = 36%. Q3 yoy growth=29%. Bright growth prospect from China, Taiwan, MNC in Penang. Thus I give KGB PE=30.
TP=PE30*eps10=RM3.00.
Give 20% discount for safety margin, TP=RM3x80%=RM2.40. Cheers!!!
2021-01-15 16:12 | Report Abuse
Quiet quiet counting the paper profit. Want to be rich, big heart is needed. Greedy sometime is good.
2021-01-15 16:10 | Report Abuse
I think the time for VS joining the rise wagon is coming soon.
2021-01-15 12:01 | Report Abuse
RM3.5, really ??? Then "cannot finish eating"... ha ha
2021-01-15 11:59 | Report Abuse
Almost 顶不顺, all rise up except our JHM. 我顶。。。。。。
2021-01-15 11:55 | Report Abuse
Congratulation!!! You have found a gem.
2021-01-15 08:21 | Report Abuse
14亿美元!高通收购CPU创企NUVIA,挖来苹果芯片设计大神https://klse.i3investor.com/blogs/future_tech/2021-01-15-story-h1539350751.jsp
Will this potentially benefits our beloved Inari ?
2021-01-14 16:02 | Report Abuse
Semi con has moved significantly since last year. Hopefully the momentum continues for another 50% this year. Majority part of my portfolio is in semi con and related industry. Cheers!!!
2021-01-14 12:05 | Report Abuse
From previous close 2.75, now at 2.86, good job big boys, up up up all the way. Who did not buy will then cry father cry mother. Kikikiki
2021-01-14 11:52 | Report Abuse
Hi Nepo : good trend by KGB these few days. Hope to see the momentum rolling
2021-01-14 11:50 | Report Abuse
Hope to see your good words materialize. Gambetta !!!
Stock: [KRONO]: KRONOLOGI ASIA BERHAD
2021-01-22 21:43 | Report Abuse
To hold a counter for long term, the first criteria is its management. It has to be trustworthy or at least show behavior of trustworthy. I have hold LPI for 12 years, Inari for 6 years, Johotin for 4 years and are still holding on.