Posted by imvu > 2021-10-05 22:40 | Report Abuse

waahh.. us market rebound tinggi malam ni .. harap pagi besok naik lagi tinggi ..

Posted by Junn123 > 2021-10-06 00:28 | Report Abuse

DJThong: tomorrow limit up stock. SHC 4316, strongly encourage you buy.

TAYOR.

Noted: KGB is not a goreng stock.

Posted by SEE_Research > 2021-10-06 01:17 | Report Abuse

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https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h1591908607-NOW_SHOWING_The_Trilogy_of_FAST_FURIOUS_Shows_PART_12_Another_Subur_690.jsp

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https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h1591902100-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOW_PART_13_SUPER_BULL_STOCKS_.jsp


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Posted by OO123123 > 2021-10-06 08:13 | Report Abuse

hi morning...hope for a Green day ..

Posted by OO123123 > 2021-10-06 08:15 | Report Abuse

KGB: R1-1.8...cross the 1.8 hopefully...

Posted by imvu > 2021-10-06 08:59 | Report Abuse

gap up 0.945

Posted by Xcalibre > 2021-10-06 10:46 | Report Abuse

With the realisation of the importance of chips/ semicon in the context of technology competition, various countries are ramping up their capability / capex for this industry.

Hence KGB will surely benefits from capex expansion by these chips/ semicon players. At least next 2 -3 years..

Embrace yourself for potentially much higher prices for this stock… ! Up up up

Posted by win1661 > 2021-10-06 11:18 | Report Abuse

sometime cloudy, sometime thunderstorm, today looks like sunny day....

Kelington Group - Seals 100% Win Rate

https://klse.i3investor.com/blogs/kenangaresearch/2021-10-06-story-h1591930777-Kelington_Group_Seals_100_Win_Rate.jsp

Posted by Dingdongbell > 2021-10-06 11:50 | Report Abuse

Sold all, took profit first

Posted by imvu > 2021-10-06 12:29 | Report Abuse

slow slow naik , petang nanti pecut ?

Posted by Kingbeast > 2021-10-06 12:54 | Report Abuse

Dindong- later go up to rm2.00. Thanks for selling cheap tickets

Posted by AJtheGreat > 2021-10-06 14:01 | Report Abuse

Order book almost 1 billion... Wow... This is a super stock.. Trust me...

Posted by Xcalibre > 2021-10-06 14:12 | Report Abuse

Buy and hold… for 1-2 years and u will be rewarded handsomely..

Posted by 156563 > 2021-10-06 14:14 | Report Abuse

中长期投资好时机

Posted by Kingbeast > 2021-10-06 17:03 | Report Abuse

Good closing. Hahaha.

Posted by georgeting1971 > 2021-10-06 20:12 | Report Abuse

Noticed MalaccaSecurities downward revised TP today, from 1.90 down to 1.71, any sifu here able to enlighten why so? project win and revised downward TP?

Posted by niktraderinvestor > 2021-10-06 20:22 | Report Abuse

Read the full sentences la sifu georgeting not the tajuk only like malaysians always do....
"Given that the orderbook replenishment exceeds our expectations, we made revised our earnings forecast higher by 1.4% and 5.9% to RM29.6m and RM43.2m for FY21f and FY22f respectively after taking into account of the aforementioned win. Consequently, we maintained our BUY recommendation on KGB, with a higher target price of RM2.01 (from RM1.90)"

Posted by georgeting1971 > 2021-10-06 20:26 | Report Abuse

Oh ha ha. I didn't read the full report, just the 'price target' under the 'research tag' which reads:

Date Open Price Target Price Upside/Downside Price Call Source
06/10/2021 1.65 1.71 +0.06 (3.64%) BUY MalaccaSecurities

Posted by georgeting1971 > 2021-10-06 20:26 | Report Abuse

i guess someone uploaded wrongly and wrote as 1.71

Posted by georgeting1971 > 2021-10-06 20:28 | Report Abuse

https://klse.i3investor.com/servlets/ptres/60962.jsp
here also say 1.71 at top, then 2.01 bottom.

Posted by smartinvest123 > 2021-10-06 20:53 | Report Abuse

1.71 refer to yesterday closing price lah. TP rm2.01 too low

https://klse.i3investor.com/servlets/staticfile/439479.jsp

Posted by Kingbeast > 2021-10-06 22:00 | Report Abuse

I hope to collect more when it drops to 1.61 again

Posted by SEE_Research > 2021-10-07 00:42 | Report Abuse

Kelington Group - Seals 100% Win Rate
Author: kiasutrader | Publish date: Wed, 6 Oct 2021, 9:18 AM

KGB extends its winning streak, securing its third job award from the world’s third largest semiconductor wafer foundry player. This job is worth RM40m, for the supply of an abatement system in the foundry’s upcoming wafer fab in Singapore.

All three awards totalled to RM134m, representing a 100% win rate

from this customer

GlobalFoundries Inc. (GF) which is slated



for an



IPO on Nasdaq Stock Exchange by year-end.

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GlobalFoundries Inc. (GF) is an American multinational semiconductor contract manufacturing and design company headquartered in Malta, New York.[4] GlobalFoundries was created by the divestiture of the manufacturing arm of Advanced Micro Devices (AMD) and is currently privately owned by Mubadala Investment Company the sovereign wealth fund of the United Arab Emirates.

Thomas Caulfield the chief executive officer (CEO) declared that GlobalFoundries plans to become a publicly traded company in 2022.[5] GlobalFoundries plans to list under the ticker "GFS" on the Nasdaq and submitted an initial public offering (IPO) filing to the U.S. Securities and Exchange Commission.[6]

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This brings YTD job wins to a new high of RM841m while its order-book hits a record RM979m.



KGB remains our top hidden gem pick owing to its healthy job pipeline and secular growth story. Reiterate our OUTPERFORM call with a



Target Price of RM2.50.



Extending its winning streak. Just three weeks after surprising us with its largest ever job win, Kelington Group (KGB) announced another contract award yesterday worth RM40m, marking its third job win from this single customer (world’s third largest semiconductor wafer foundry) for a new wafer fab construction in Singapore.

Hits a home run. The latest contract is for the supply and installation of an abatement system, complimenting the earlier two awards (for specialty gas and bulk gas) which involve designing and building the delivery systems for ultra-high purity gasses used in the fabrication process of semiconductor chips. All three awards from this particular customer totalled to RM134m, representing a 100% win rate for KGB. The group will commence work in a week’s time and targets to complete it by the end of 2022. Coincidentally, this customer has also on yesterday filed for IPO and is targeting to be listed on the Nasdaq Stock Exchange by the end of the year.

Order-book swells to RM979m. On YTD basis, KGB’s order replenishment of RM841m has more than surpassed its previous record in FY20 of RM490m, further strengthening our thesis of a secular growth story. Meanwhile, its outstanding order-book has swelled to another all-time high of RM979m, which is close to 2.5x of FY20 revenue.

Buoyed by the secular growth for chips. More than a year into the chip shortage scene, we are convinced that the demand surge for semiconductors is coming from a new wave of demand rather than a temporary supply glitch, in line with increasing components in: (i) enddevices to facilitate the adoption of 5G connectivity and (ii) electric vehicles. Therefore, we expect more fab expansion to be announced in Asia and KGB is in a favourable position to benefit from more UHP jobs given its strong presence in China, Singapore, Malaysia and Taiwan. Despite having RM979m worth of jobs at hand, the management is showing no signs of slowing down as the group’s tender-book remains elevated at RM1.1b.

Maintain FY21E and FY22E earnings at RM32.3m and RM47.0m, representing growth of 85% and 46%, respectively.

Maintain our OUTPERFORM call with an unchanged

Target Price of RM2.50 on FY22E PER of 33x (+1SD to 3-year peer mean), justified by the group’s healthy job pipeline and secular growth story.



Risks to our call include: (i) slower revenue recognition due to Covid-19, (ii) downturn in semiconductor sales, and (iii) delay in liquid CO2 ramp up.

Source: Kenanga Research - 6 Oct 2021

Posted by SEE_Research > 2021-10-07 00:44 | Report Abuse

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KGB remains our top hidden gem pick owing to its healthy job pipeline and secular growth story. Reiterate our OUTPERFORM call with a



Target Price of RM2.50.


Source: Kenanga Research - 6 Oct 2021


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https://klse.i3investor.com/blogs/see_research/2021-10-07-story-h1591933595-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOW_PART_13_SUPER_BULL_STOCKS_.jsp


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Posted by newbie8080 > 2021-10-07 09:04 | Report Abuse

Anyone know about the RM420 mil project in Sarawak is UHP or construction.

Was wondering is it doing something different than its core biz?

Posted by stock101 > 2021-10-07 09:23 | Report Abuse

KGB's competitor : Shanghai GenTech +8.21%, PNC Process Systems +6.93% , Fab expansion's opportunity is huge....

Posted by Aiyodidi > 2021-10-07 10:20 | Report Abuse

Price still cannot move up. Other counter like Theta keep moving strong. Gambateh kGB

Posted by Gabriel Khoo > 2021-10-07 11:19 | Report Abuse

Newbie. Within core biz. A turnkey project including uhp, gc and etc

Posted by Gabriel Khoo > 2021-10-07 11:19 | Report Abuse

KGB does offer construction service under GC

Posted by newbie8080 > 2021-10-07 11:56 | Report Abuse

@Gabriel Khoo

Thanks for the update.

Manage to get some details from the website regarding GC.

Posted by Kingbeast > 2021-10-07 16:58 | Report Abuse

The client is western digitali

Posted by BennyWhittman > 2021-10-07 19:35 |

Post removed.Why?

Posted by Kingbeast > 2021-10-07 20:34 | Report Abuse

Because people take profit.

Because project announced only, not real money coming in. It will a bit but not so bullish like everyday up.

Their business is project. 1 by 1

Is not like EV - China and Us market is huge.

U get it?

Posted by keng88 > 2021-10-07 21:06 | Report Abuse

Rsi 已经跌破50%，而且已经出现顶被离了要小心随时调整。

Posted by BennyWhittman > 2021-10-07 21:45 |

Post removed.Why?

Posted by BennyWhittman > 2021-10-07 21:50 |

Post removed.Why?

Posted by smartinvest123 > 2021-10-07 22:01 | Report Abuse

who want to sell just sell and move on lah. not need ask why this why that, talk 3 talk 4, rsi lah , macd lah no need act like u are so concern/ worry other people lose money

Posted by stock101 > 2021-10-07 23:58 | Report Abuse

I think some people here don't really study many background of KGB such as the trend of fab expansion , the increase of production from the new factory, the effect of recovery from pandemic to this company, the new oversea market of this company, the new client segment of this company, the end-to-end solutions offer by this company, the major shareholder of this company, the foreseeable increase in profit margin....Please sell to me

Posted by stock101 > 2021-10-08 00:00 | Report Abuse

I won't feel surprise if next month KGB break Rm2.00

Posted by Nepo > 2021-10-08 08:17 | Report Abuse

乘风破浪，向前邁進。。

Posted by BennyWhittman > 2021-10-08 10:12 | Report Abuse

Run for your lives!!!!...cannot break 1.81, more dropping back to 1.65. Long, long consolidation. All news used up to play for dumping.

Posted by 156563 > 2021-10-08 10:33 | Report Abuse

没力了 大鱼不在

Posted by 周 海 > 2021-10-08 10:35 | Report Abuse

Big fish will create a mountain looking wave on a chart and then cabut (at the peak).

Posted by 156563 > 2021-10-08 13:40 | Report Abuse

没戏了

Posted by gohkimhock > 2021-10-08 13:43 | Report Abuse

if KGB cannot sustain above RM1.80, it is very hard to play.. People are afraid of getting trapped..

Posted by HamsterHuat > 2021-10-08 14:21 | Report Abuse

any more MOU news to move the boat or not?
if not....stuck sideway until clear sky or drown in flooded ocean.

Posted by HamsterHuat > 2021-10-08 15:47 | Report Abuse

ding dong between 1.78 and 1.79
Need MOU to sprint higher ...

Posted by BennyWhittman > 2021-10-08 15:58 | Report Abuse

Same OM, daily one push up and done for the day. Morning glory...and trapping above 1.80...always falling back. All false start, never follow through. IB said 2.50...1.90 also cannot smell...

Run...run...run...

Posted by BennyWhittman > 2021-10-08 15:59 | Report Abuse

Total Contract in hand 2021-22 already above RM900 million, what more you want? Still cannot breach RM1.90....blah!

Posted by BennyWhittman > 2021-10-08 16:13 | Report Abuse

Told you already, 1 day 1 show only. Today only done 2 lots at 1.82...show over, boys...go home.