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Be the first to like this. SEE_Research https://klse.i3investor.com/blogs/see_research/2021-08-10-story-h1569679964-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOWS_PART_13_updated_3_A_2_TOP.jsp 10/08/2021 7:09 PM SEE_Research https://klse.i3investor.com/blogs/see_research/2021-08-11-story-h1569681890-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOWS_PART_13_updated_5_SURELY_.jsp 11/08/2021 12:07 AM SEE_Research Malaysia's help needed to ease global chip shortage, Taiwan says Ben Blanchard, Yimou Lee & Jeanny Kao / Reuters October 01, 2021 16:14 pm +08 TAIPEI (Oct 1): Malaysia's help is needed to resolve the global shortage of auto semiconductors, especially when it comes to packaging, a sector affected by the country's Covid-19 curbs, Taiwan Economy Minister Wang Mei-hua said. Taiwan, as a major chip producer, has been front and centre of efforts to resolve the shortage, which has idled auto plants around the world. Speaking in an interview late on Thursday at her ministry, Wang told Reuters that Taiwan alone could not sort out the problem because the supply chain is so complex. Sponsored Content ESG Investment Themes in Asia The complex and unpredictable effects of the Covid-19 pandemic have served as a harsh wakeup call for decision-makers. Now, more than ever, the issue of societal wellbeing and sustainable development will take centre stage in social, political and business affairs. READ MORE "The bottleneck in fact is in Southeast Asia, especially Malaysia, because for a while the factories were all shut down," she said. The problem was especially acute with auto chip packaging, with companies in Malaysia providing services not offered by Taiwanese firms, Wang added. "Now the focus is on Malaysia resuming production as soon as possible. I know that Malaysia started to restore production capacity in early September, and now the production capacity has returned to about 80%, so if their capacity can slowly come back, this problem can be slowly dealt with." Malaysia is home to suppliers and factories serving semiconductor makers such as Europe's STMicroelectronics and Infineon, as well as major carmakers including Toyota Motor Corp and Ford Motor Co. Malaysia Semiconductor Industry Association President Wong Siew Hai said that the major Malaysian semiconductor manufacturers are already running at full capacity to supply the auto industry. "For the automotive chips, they are doing their best to ship as much as possible, but the current capacity cannot meet demand because it's too huge, the build-up is a lot," he said. "Everything is at 100% to satisfy the demand for automotive parts. Where they can increase productivity, they're already doing so." Adding capacity will take time, with most available only next year, Wong said. Malaysia accounts for 13% of global chip packaging and testing, and 7% of the world's semiconductor trade passes through the country, with some value added at local factories and chips getting combined with other parts before final shipment. The White House pressed automakers, chip companies and others last month to provide information on the semiconductor crisis. Speaking to reporters on Friday, Wang reiterated the United States was not targeting Taiwanese firms and was voluntary, while Washington had assured Taipei that no sensitive information would be leaked. If firms need help, the government will provide it, she added. Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker, said it would tell the government if any help was required. =================================== Remarks From : SEE_RESEARCH (a) SMIC is one of top regular ; repeated customer of Kelington Group Berhad ( b ) TSMC is one of top regular ; repeated customer of Kelington Group Berhad SMIC = Semiconductor Manufacturing International Corporation, China TSMC = Taiwan Semiconductor Manufacturing International Corporation, Taiwan 01/10/2021 10:52 PM SEE_Research SEE_Research TO :keng88 Next year kgb revenue and profit x2 up 02/10/2021 2:44 PM ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ TO : keng88 Next year TP 3.00 - 4.00 ========================================================================== 1. Fully agreed with you , by September 2022 , this hidden jewel KGB/ 0151 will be well polished into a real GEM , will be over RM 5.00 , with WB reaching RM 3.00 03/10/2021 9:53 AM 03/10/2021 9:56 AM SEE_Research To : Eagle Group members for your own good Are you still blur , blur , BLUR on the huge potential for KGB/ 0151 to be the next hidden jewel for the dynamics growth of sales revenue that will translates into EPS for the KGB / 0151 into the star in the " Technology Sector " in KLSE. Repeated customers for KGB 1. SMIC 2. TSMC 3. Stolt 4. Micron , Singapore 5. Western Digital, Selangor , Sarawak , Malaysia 6. Lam Research Singapore Pte. Ltd. , Singapore 7. Others ================================== Remarks ( i ) The above mentioned customers are by itself ; world class companies that are clear leaders in their fields. ( ii ) Stolt is a world class conglomerate of huge storage tanks for chemicals; ships tankers moving the various chemical into final destination ports . 03/10/2021 9:59 AM SEE_Research https://klse.i3investor.com/blogs/see_research/2021-10-04-story-h1591875999-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOW_PART_13_SUPER_BULL_STOCKS_.jsp 04/10/2021 7:12 AM DJThong SEE Research why is it blur blur blur. What happened to your conviction? 05/10/2021 12:26 AM SEE_Research SEE_Research TO : keng88 没跌那里有机会买便宜,长期KGB是看涨股,只是最近会被美股影响。 04/10/2021 10:36 PM There is a chance to buy cheaper if it hasn't fallen. The long-term KGB is a bullish stock, but it will be affected by US stocks recently. 1. keng88 , do you mean , '' The long-term KGB is a bullish stock, but it will be affected by US stocks recently. '' Yes , because the impending fear of US Nasdaq : correction downwards affect this KGB , the fear seem so real. But , it is only the fear factor , the prices will subsequently adjust upwards again. ====================================================================================================================================================== 2. To : Start_0f_the_bull 156563 下午小心点 04/10/2021 12:40 PM Already warning earlier. 3. Do you mean " Be careful this afternoon " So what kind of warning , obviously the share prices are not stagnant whereby the prices do fluctuate either up or down , in the mid term it is a up trending stock with the relevant target price is achievable RM 2.50 for KGB / 0151 by Kenanga Investment Bank , Malaysia . ========================================================================== TO : DJThong SEE Research why is it blur blur blur. What happened to your conviction? 4. Nothing happen to me , but more on you , the fear is so overwhelming to you . So what kind of warning , obviously the share prices are not stagnant whereby the prices do fluctuate either up or down , in the mid term it is a up trending stock with the relevant target price is achievable RM 2.50 for KGB / 0151 by Kenanga Investment Bank , Malaysia . 05/10/2021 1:07 AM SEE_Research SEE_Research TO : DJThong Blur blur blur ========================================================================= 1. When you are feeling the anxiety phobia , it will be wise for you to exit , the door is wide for you to exit , to run , as no one is stopping you for exiting. Do not be blur , blur , BLUR. 05/10/2021 10:46 AM 05/10/2021 10:49 AM MAGNET02 DJThong, good advice given to u by SEE_R; if fearful, can exit anytime. Do not ridicule solid research done. Buy n sell is your own decision. Wish all investors good harvest. 05/10/2021 9:07 PM SEE_Research =========================================================================== https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919... =========================================================================== https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919... 06/10/2021 1:19 AM SEE_Research SEE_Research 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. ======================================================================= 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] ======================================================================= 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 07/10/2021 12:42 AM X SEE_Research =========================================================================== 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 ========================================================================= https://klse.i3investor.com/blogs/see_research/2021-10-07-story-h15919... ========================================================================== 07/10/2021 12:46 AM SEE_Research SEE_Research KGB/ 0151 1. Technical chart and analysis from 14 July 2021 / closed RM 1.16 to 23 August 2021 / closed RM 1.22 ( sub total : 27 trading days ) 2. After 24 August 2021 on the break out to another 16 trading days to 15 September 2021 / RM 1.66 3. A. Current high is RM 1.88 / 22 September 2021 B. 2nd attempt at 29 September 2021 / RM 1.87 C . 3rd attempt at 30 September 2021 / RM 1.88 D. 4th attempt at 7 October 2021 / RM 1.86 Coming will be 5 th attempt to cross convincingly AND closed above RM 1.90 ; and this positive action as it happens; it will lift up the WB over to over the current high of RM 1.09 ; A lot of room of growth on the share prices of WB / closed RM 0.93 / 8 October 2021 . It will happen ; matter of trading days ; as at now 16 trading days ; another 11 trading days ; by 25 October 2021 . =========================================================================== Other commented : KGB facing the big roadblock infront at Rm1.89...the sky is limit after breakout and bringing together the KGB warrant flying without wings....cant wait to see how high could be fly. 08/10/2021 11:07 PM SEE_Research SEE_Research To : Leonggg @BennyWhittman can’t eat grapes say grape sour huhu sad boy 09/10/2021 1:33 AM ============================================= 1. Yes ; fully agreed with you on the potential of Kenanga Investments Bank issued the Target Price RM 2.50 . 2. It is a matter of the coming days will pierce thru the current high RM 1.88 and closed higher. 3. This technical charts + technical analysis of KGB + WB are both healthy with formation a cup and handle in place for upwards thrust . 4. This stock is definitely not a goreng stock as the goreng stocks are without strong fundamental factors ; more so ; some of the goreng stocks are in negative EPS . 5. The current book orders are OUTSTANDING that is well over RM 1 billion ; that the coming 2 financial quarters will translate into higher EPS ; MORE SO THE CURRENT CUSTOMERS ARE REPEATED CUSTOMERS ; AND MOST OF THESE CUSTOMERS ARE ON ITS OWN RIGHT : THEY ARE LEADERS IN THEIR FIELDS. 5.1 The repeated customers are with leadership qualities that are well renowned in the world ; So in short ; Kelington customers are NOT the ordinary shop houses based ; or based in normal buildings ; are not some located in small " Wisma ____ " ; or small shop lots based in far away kampongs / etc The repeated customers of Kelington / KGB / 0151 TSMC , Taiwan SMIC, China Micron , Singapore ( origin US ) Lam Research , Singapore ( origin US ) Western Digital , Malaysia ( origin US ) Stolthaven , Westport , Pulau Indah , Port Klang , Selangor ( origin Norway ) Global Foundries, Singapore ( origin US , is on the way to be listed in Nasdaq_ by January 2022 ) . Each of the above mentioned customers are by itself, based in huge physical complexes; in various parts of the world ; engaging over 50, 000 employees collectively per 1 named customer. Not to mention ; almost of these are listed in US stocks exchanges such as Nasdaq. These naysayers have no idea what they are murmuring thru their mouths , Take one clear example , The smallest component of Dow Jones industrial Average of the 30 components stock is Walgreen Boots Alliance/ WBA In a normal trading ; example 10 September 2021 Comparison of market capitalization between US market capitalization and KLSE . At the closing 10 September 2021__ USD 1.00 = RM 4.14 A. WBA market capitalization was USD 42.77 billions = RM 177.07 billions B. KLSE total market capitalisation in value RM 2.75 billions KLSE market capitalization consist of 18 sectors = 1, 496 counters consist of call warrants , normal warrants . C. KLSE by size in market capitalization is very , very , very small ; it was 1.55305 percent of WBA , Inc , US Walgreens Boots Alliance/ WBA is 64 times bigger than KLSE by market capitalization . ============================================== Remarks So in short ; practically all of you ; may not understand on the market capitalisation of US . Remembering almost all of repeated customers of KGB ARE LISTED IN NASDAQ , US ============================================== 6. It is wise to completely ignore the sour grapes; the naysayers; their poor quality comments will come back void. Thanks . 09/10/2021 10:17 AM 09/10/2021 10:18 AM SEE_Research Technology: KGB The repeated customers for KGB /0151 ; as KGB/0151 with the huge potential to be the hidden jewel for the dynamics growth of sales revenues that will translate into EPS for KGB/0151 into a shinning star in the " Technology Sector " in KLSE. Repeated customers for KGB /0151 1. S M I C = Semiconductor Manufacturing International Corporation, China 2. T S M C = Taiwan Semiconductor Manufacturing Company , Taiwan 3. Micron Semiconductor Asia Operations Pte. Ltd ., Singapore 4. Lam Research Singapore Pte. Ltd., Singapore 5. Stolthaven ( Westport ) Sdn. Bhd. , Westport , Pulau Indah, Port Klang ,Selangor https://youtu.be/9IS-60zL9Ag https://youtu.be/aL_kzMlqgt4 https://youtu.be/MpuyjK2lhXE https://youtu.be/m8jTOj2pEf8 https://youtu.be/iYcJ1OBIDuI 09/10/2021 10:45 AM SEE_Research https://klse.i3investor.com/blogs/see_research/2021-09-13-story-h1571500069-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_Is_KLSE_Market_Capitalization_b.jsp 09/10/2021 10:48 AM SEE_Research TO : MAGNET02 Personally sighted SEE_RESEARCH buy call at 1.21 am ; 9 August 2021. Opened my portfolio in KGB WB and bought BIG in KGB WB ; at 13 ; 16 August 2021 ; prices were cheap RM 0.33 ; RM 0.335 ; RM 0.34 Today, 12 October 2021 / RM 0.886 FYI, I have not exited; even have opportunities to sell above RM 1.00 ; Instead will wait for my desired target prices. Many thanks for the paper gains (huge paper gains by percentage more than 100%). for sighting on SEE_RESEARCH __ the write up at 1.21 am; 9 August 2021 . Cheers and congratulations to all who bought on KGB and KGB WB. The best is yet to come, hold on tight. Wish all investors a bountiful harvest. £££££ 12/10/2021 9:48 PM ============================================= TO : Abang Mad Hold tight…for sure reward will come 12/10/2021 10:02 PM. ////////////////////////////////////////////////////////////////////////// REMARKS The best is yet to come like Bonanza ; More To Come 12/10/2021 11:01 PM SEE_Research https://klse.i3investor.com/blogs/see_research/2021-10-23-story-h1592854298-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOW_PART_13_A_SUPER_BULL_STOCK.jsp 23/10/2021 1:35 PM SEE_Research https://klse.i3investor.com/blogs/see_research/2021-10-22-story-h1592828571-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOWS_PART_12_SUPER_BULL_STOCK_.jsp 23/10/2021 1:41 PM SEE_Research CIVIL CONSTRUCTION WORKS Experienced in varied forms of civil construction work, we take pride in our versatility whilst maintaining an excellent quality of work. We support our clients with all forms of general contracting including planning and design, site analysis, budget planning and execution of construction. Our range of works include building core infrastructure such as underground pipelines, plant construction, water and electrical systems and others. Project References PROJECT REFERENCES . PR1MA BASF Petronas Chemical KL Kepong The world largest chip manufacturer 25/10/2021 1:22 AM SEE_Research TO : DJThong SEE Research where are you now oh? 27/11/2021 2:51 PM ---------------------------------------------------------------------------------------------------------------------------------- 1. When a person is in overseas , example in Singapore , it is freely available to be able to access on the fast internet connections in the seamless technological world of today. 2. You can learn to check and verify on the current situations, whether it can be economic , financial markets. 30/11/2021 12:44 PM SEE_Research SEE_Research ========================================================================== https://klse.i3investor.com/blogs/see_research/2022-01-05-story-h15965... SUPER BULL STOCKS, BUY CALL - Kelington Group Bhd - 1st Target price: RM 2.00 2nd Target price : RM 2.50 ----------------------------------------------------------------------------------------------------------------------------------- BUY CALL - KGB Warrant WB 1st Target price: RM 1.10 2nd Target price : RM 1.58 =========================================================================== Author: SEE_Research | 05/01/2022 12:21 AM 05/01/2022 12:22 AM firehawk Listing Date 03-Aug-2021 Maturity Date 24-Jul-2026 Issue Size 214,333,821 Exercise Price MYR 1.38 28/08/2022 8:34 AM calvintaneng Topglove toppled by China glove glut and fierce price war Kgb will be toppled by cement price hike in Sabah construction project cement price rose by 15% early this year now cement price rising another 15% will finish off Kgb Suppose to complete by end 2022 and now with total 30% rise of cement price sure will see profit turn into Huge Losses better sell and cutloss in Kgb and Kgb wb before both collapse and crash limit down like Dnex or Jaden 14/12/2022 9:41 PM calvintaneng And these are the warning red flags on KGB 1. KGB committed to complete Sarawak Construction project by End December 2022 worth Rm420 Millions See https://www.thestar.com.my/business/business-news/2021/09/14/kelington-bags-rm420mil-construction-job-in-sarawak So far no sign of payment except got Rm530 Million Receivables (IOU) in balance sheet Why KGB not get payment yet? Is it due to incompletion by cost over runs CEMENT PRICES UP BY 15% IN EARLY NOW ANOTHER 15% HIKE IN CEMENT PRICES HOW TO SURVIVE 30% CEMENT PRICE HIKE IN ONE YEAR? See https://www.edgeprop.my/content/1904606/construction-groups-want-govt-probe-latest-cement-price-increase?wref=edgemarkets Another Red Flag Since KGB got no payment IT GONE TO BORROW MORE MONEY Refer KGB balance sheet Short term loan jumped from Rm29 millions to Rm152 Million or Up by Rm123 Millions Matter of time due to High Construction cost KGB will go insolvent & later bankruptcy BETTER SELL KGB SITTING TIME DEBT BOMB OF CONSTRUCTION OVER RUNS, IOUS & HIGHER DEBT LOAD GET OUT NOW! SELL ALL KGB SELL ALL KGB WB FAR OUT OF MONEY! 15/12/2022 12:25 AM calvintaneng Want the true facts? Read this very very very carefully https://sgx.i3investor.com/blogs/Jbhouseforsale/2022-06-26-story-h49563256-TO_CATCH_A_SNAKE_CALLED_SEE_RESEARCH_SNAKE_MASQUERADING_AS_EAGLE_PSAi3ale.jsp 14/02/2023 11:51 PM bohliau10 To : All From : SEE _Research Issued at 1.30pm. , 16 March 2024 / Saturday Re issued at 8.40 am., 17 March 2024 / Sunday K G B WB A. Latest update on its uptrending mode in the current situation with its unique well positioned in its technical behaviour ___ From 5 March 2024 / Tuesday to another 17 trading days __ 5 April 2024 / Friday onwards The projected price is near to RM 1.36 level. $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$ HIGHLIGHTS AS AT NOW ___ 8.30AM. , 17 MARCH 2024 _____ FROM THE PRICE MOVEMENTS IN WHICH IT IS CREATING NEW HIGH ON All time high as per current price of 5.00 pm., 15 March 2024 ( i ) the mother share of RM 2.66 ( ii ) WB of RM 1.21 A. ON THE COMING DIVIDEND Date announced on 28 February 2024 for Dividend __ RM 0.025 to be ex date = 21 March 2024 B. IMPENDING NEW CONTRACT AWARD SUBSTANTIAL CONTRACT AROUND RM 150, 000 , 000.00 LIKELY _____ TO BE ANNOUNCED AFTER 22 MARCH 2024 __ IN MOVING UP ON THE SHARE PRICES OF MOTHER SHARE AND WB AS WELL WITH CORRESPONDING HUGE VOLUME 17/03/2024 10:43 PM VincentTang KGB Senior Vice President dispose KGB WB. Just announced yesterday. https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3431298 19/03/2024 10:00 AM bohliau10 K G B WB Please note : A. First day of uptrend of breakout begins on 23 November 2023 / Thursday From Day Low : RM 0.41 Day High : RM 0.45 Closed RM 0.445 / + RM 0.035 Today 19 March 2024 / Tuesday Day low RM 1.20 Day high RM 1.27 Closed RM 1.27 / + RM 0.08 23 November 2023 / Thursday / RM 0.445 to 19 March 2024 RM 1.27 minus RM 0.445 = + RM 0.825 That represent up 185 % __ is it incredible but Ripley believe it or not __? From 23 November 2023 to 19 March 2024 ____just need 78 trading days is it incredible but Ripley believe it or not __? 19/03/2024 10:18 PM | |