Posted by probability > 1 month ago | Report Abuse

dont forget KGB's warrants will dilute the outstanding shares by almost 1/3 by 2026

Posted by probability > 1 month ago | Report Abuse

KGB is good but perhaps VSTECS is way better...it only needs a small margin expansion to cause significant impact on its bottom line

Posted by gohkimhock > 1 month ago | Report Abuse

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.

Posted by darkjj > 1 month ago | Report Abuse

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.

Posted by probability > 1 month ago | Report Abuse

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.

Posted by titan3322 > 1 month ago | Report Abuse

Cabut d ! Let others make some 😄

Posted by multi-bagger > 1 month ago | Report Abuse

I hold both KGB and VSTECS, I see no need to favor one over the other. Both have good growth prospects

Posted by HuatRex1314 > 1 month ago | Report Abuse

If so good, why need to come and promote at kgb forum?

Posted by probability > 1 month ago | Report Abuse

to learn which is better

Posted by UnicornP > 1 month ago | Report Abuse

Is KGB the only listed company in Mas that can build a semiconductor plant?

Posted by pang72 > 1 month ago | Report Abuse

Lovely correction finishes will test $3.71 year high

Posted by pang72 > 1 month ago | Report Abuse

Wait for more IB rerating report out...

Posted by pang72 > 1 month ago | Report Abuse

after the good briefing yesterday:)

Posted by pang72 > 1 month ago | Report Abuse

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.

Posted by pang72 > 1 month ago | Report Abuse

Going to catch up FRONTKEN which supported tsmc...

Posted by pang72 > 1 month ago | Report Abuse

FRONTKN $4.05
Kgb $3.35...

Slowly catch up

Posted by pang72 > 1 month ago | Report Abuse

Touch $3.71, all regret of not sialang KGB!

Posted by pang72 > 1 month ago | Report Abuse

3.42 rebound..
10am get into green, OK...

Posted by pang72 > 1 month ago | Report Abuse

Beside FRONTKEN, another potential benefit from tsmc is kgb

Posted by Ravi Kumar > 1 month ago | Report Abuse

Sabar2

Posted by bryan1704 > 1 month ago | Report Abuse

RHB just re-rated KBG upwards. TP now RM4.12 from RM3.90

Posted by gohkimhock > 1 month ago | Report Abuse

stay with KGB. Together we will charge into 2025 for better future earnings.

Posted by pang72 > 1 month ago | Report Abuse

Wow! Great $4.12 new higher target

Posted by genchwan2 > 1 month ago | Report Abuse

😚

Posted by genchwan2 > 1 month ago | Report Abuse

🤤😝

Posted by genchwan2 > 1 month ago | Report Abuse

CB CANNOT MOVE

Posted by genchwan2 > 1 month ago | Report Abuse

ok..CB start moving liao

Posted by dawchok > 1 month ago | Report Abuse

Need to consider time factor of WB. Converted all WB to the ordinary shares.

Posted by chai2145 > 1 month ago | Report Abuse

I sold KGB-WB before at RM1.39, If not can earn 80k ,hahaha

Posted by genchwan2 > 1 month ago | Report Abuse

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

Posted by troy88 > 1 month ago | Report Abuse

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.

Posted by darkjj > 1 month ago | Report Abuse

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

Posted by Augustine > 1 month ago | Report Abuse

Buying force is strong for KGB today 🔥🔥

Posted by gooman > 1 month ago | Report Abuse

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

Posted by Augustine > 1 month ago | Report Abuse

Move towards 52 weeks high now 🤗

Posted by genchwan2 > 1 month ago | Report Abuse

CB cannot move

Posted by gohkimhock > 1 month ago | Report Abuse

2025 will be another stunning year for KGB.

Posted by Augustine > 4 weeks ago | Report Abuse

2026, 2027, 2028 ... also

Posted by troy88 > 4 weeks ago | Report Abuse

Bullish momentum is back!

Posted by Augustine > 3 weeks ago | Report Abuse

It already back since it rebounded from RM2.xx something 😁

Posted by genchwan2 > 3 weeks ago | Report Abuse

strong USD good for malaysian tech 😎

Posted by OTB > 2 weeks ago | Report Abuse

@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.

Posted by OTB > 2 weeks ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/AmInvestResearch/2024-12-18-story-h476692026-Stock_on_Radar_Kelington_Group_KGB

Posted by dawchok > 2 weeks ago | Report Abuse

@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.

Posted by dawchok > 2 weeks ago | Report Abuse

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

Posted by gooman > 2 weeks ago | Report Abuse

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

Posted by Augustine > 1 week ago | Report Abuse

New year new high for KGB 📈

Posted by dawchok > 1 week ago | Report Abuse

Big Big THANK YOU to KGB for bringing in very significant profit in 2024.

Posted by Augustine > 3 days ago | Report Abuse

More profit will be generated in 2025 😊

Posted by chai2145 > 2 days ago | Report Abuse

Micron Singapore new expansion, got any chance benefits from it?