Strong demand for AI boosts valuations, and technology stocks advance the upward cycle
(KUALA LUMPUR, 5th) As demand for artificial intelligence continues to rise, and we are currently in a recovery cycle, the market anticipates that this will drive the technology sector to strengthen, and at the same time call for the purchase of Innerley Meichang ( $INARI(0166.MY)$) and Pacific Malaysia ( $MPI(3867.MY)$）。
CIMB analysts pointed out that since the technology sector has begun a new upward cycle, it is necessary to re-estimate the valuations of major companies and raise the ratings from the original “neutral” to “increase holdings.”
Analysts said that the current capacity utilization rate in the technology sector will rise further, and this phenomenon is expected to begin in the second half of this year.
Looking back at the first quarter of this year, the performance of the Malaysian Technology Index was mediocre, which was inferior to the Malaysian FTSE Composite Index; however, as the performance of major technology companies improved and was quite optimistic about the outlook, the technology index rebounded, surpassing the Composite Index, which is 15% higher between May and June.
Overall, analysts prefer outsourced semiconductor assembly and testing (OSAT) vendors, with Innerley Macon and Pacific Malaysia being preferred.
Technology stocks are welcoming the dawn
On the other hand, Kennag Investment Bank research analysts also pointed out that in fact, the technology sector has all begun to reveal different information. Among them, the World Semiconductor Trade Statistics Organization (WSTS) recently predicted global semiconductor sales for 2024, from the original 13...

$KGB(0151.MY)$
SEDC Energy, Gentari formalise JV to develop Sarawak hydrogen hub!!! More potential for KGB Job awards?
Hydrogen Plant - ACE GASES MARKETING SDN BHD

$KGB(0151.MY)$ potential opportunities for kgb in Singapore?
NXP, Vanguard to Build $7.8 Billion Singapore Chip Wafer Plant as Tech Firms Hedge Against China

来到了今年5月，持有 $KGB(0151.MY)$  刚好满三年了。当初看上它是因为它独一无二，拥有深护城河的特殊工业气体，尤其是与半导体挂钩的高纯度气体（UHP) ，更是公司的高赚幅业务，也贡献了公司60％以上的营业额。
这种靠工程糊口的公司本来就有一个周期性的弱点，往往营业额会伴随行业低迷而受影响，更别说是与半导体景气相关联的公司。
精彩的是。。。公司于2019年开始了液化二氧化碳制造领域，首家工厂在同年10月投入生产，年产5万吨，目前生产已处于满负荷情况。
说起这个液化二氧化碳（LCO2), 可用于多种用途，特别是在食品和饮料行业，用于生产碳酸饮料和制造食品冷冻用干冰，目前公司70%以上的液化二氧化碳用于出口。这项业务的可以为公司带来经常性收入( Recurring income) ，这也是养股人最喜欢的生意收入，因为这可说是公司的 “钞能力”。目前这项业务的带来的赚幅是大约30%左右。
公司的第二个液化二氧化碳新厂于今年三月尾开始投入运作，将使总产量从5万吨增加到12万吨。公司将有可能成为全国最大的液化二氧化碳供应商。
$KGB(0151.MY)$ 今年第...

$SDS(0212.MY)$ nice bo of big ☕️ ️…not chasing gap

$GHLSYS(0021.MY)$
The stock price is so easy 🚀 Let's meet

These are the stocks I observed and studied in May
Horse stocks:
$KGB(0151.MY)$ -- Long-term research, positions have already been opened. Results for the next two quarters will be the key
$KJTS(0293.MY)$ -- It takes time to research and believes that the current stock price is too high
US Equities:
$Garmin(GRMN.US)$ -- Long-term research, waiting for entry
$Lemonade(LMND.US)$ -- Long-term research, low positions, high risk investments, and high returns expected
$monday.com(MNDY.US)$ -- New observation, I'm optimistic that the explosive power is too high $Salesforce(CRM.US)$ , choose after making a trade-off
Kicked out of the watch list include
Horse stocks:
$EPMB(7773.MY)$ -- The outbreak of local automobile companies shows that the risk in the field is still very high, and it is not worth taking this risk at present
US Equities:
$Salesforce(CRM.US)$ -- Whether it's position or energy, it has already invested too many SaaS software stocks. After making trade-offs, I chose $monday.com(MNDY.US)$
$CRISPR Therapeutics(CRSP.US)$ -- Is it more practical to choose a medical stock or an ETF
Disclaimer: I'm just sharing the stocks I'm focusing on this month, and there are no trading suggestions. It's not me here...

$KGB(0151.MY)$ nice follow tru after restin for 2 days , keep goin

$KGB(0151.MY)$
KGB's own business includes ultra-high purity (“UHP”) gas and chemical delivery systems, General Contracting & Process Engineering.
In 2018, the company raised capital through Private Placement to build the first liquefied carbon dioxide plant 🏭 to generate continuous passive income. Plant 1 was completed in 2019, so you can see that 2019 CAPEX was a record high of RM33.5 mil.
With management's efforts, the industrial gas business can contribute more than RM15 mil of PAT in FY2022. It is expected to be between RM25 and 30 mil in 2023, with a gross margin of up to 30%. Although its turnover accounts for only 7% of the company, it contributes nearly a quarter of its profits.
Due to strong demand for liquefied carbon dioxide, the company began construction of Plant 2 in 2022. P2 has a production capacity of 70,000 MT, 40% more than Plant 2's 50,000 MT, and a total production capacity of 120,000 MT. As a result, CAPEX in 2023 once again broke through a record high of RM69.17 mils, and Plant 2 also began operation in March 2024.
FY2023's PLA...