$SDRED (2224.BMS)$ new high in one year
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Columns KGB - 5 years of sharpening the sword, Industrial Gas Plant 2 drives growth and stock prices!
$KGB (0151.BMS)$
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...
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...
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$KAWAN (7216.BMS)$
#KAWAN全年营业历史新高
#现金也GaoGao
China's consumer stocks have mostly entered a bottleneck period in the past few years due to lack of demographic dividend stimulus. However, in 2023, the turnover of some food consumer companies improved greatly through acquisitions and exports.
Among them, F&N, OFI, HUPSENG, ABLEGLOB, APOLLO, and KAWAN have record sales figures. With the exception of KAWAN, the stock prices of several other companies have broken through 52-week highs. The gradual decline in the price of raw materials is also the main reason for these companies' margin and profit growth.
KAWAN is a frozen food company that everyone is familiar with. In 23Q3, there was a one-time loss close to RM4 mile, including foreign exchange losses and inventory cancellation. Assuming deductions, Q4's profit YOY can grow by more than 30%.
KAWAN's total PAT over the past 3 years is RM100.9 mil, and the average annual PAT is RM33.6 mil. Due to abundant production capacity, the company's CAPEX was not high, and the company's cash reached a new high year after dividends were paid. Therefore, the company will continue to shareBuyBack in 2024 with RM22.9 mil Share BuyBack, which is equal to 76% PAT in 2023.
In the outlook, the company said 2...
#KAWAN全年营业历史新高
#现金也GaoGao
China's consumer stocks have mostly entered a bottleneck period in the past few years due to lack of demographic dividend stimulus. However, in 2023, the turnover of some food consumer companies improved greatly through acquisitions and exports.
Among them, F&N, OFI, HUPSENG, ABLEGLOB, APOLLO, and KAWAN have record sales figures. With the exception of KAWAN, the stock prices of several other companies have broken through 52-week highs. The gradual decline in the price of raw materials is also the main reason for these companies' margin and profit growth.
KAWAN is a frozen food company that everyone is familiar with. In 23Q3, there was a one-time loss close to RM4 mile, including foreign exchange losses and inventory cancellation. Assuming deductions, Q4's profit YOY can grow by more than 30%.
KAWAN's total PAT over the past 3 years is RM100.9 mil, and the average annual PAT is RM33.6 mil. Due to abundant production capacity, the company's CAPEX was not high, and the company's cash reached a new high year after dividends were paid. Therefore, the company will continue to shareBuyBack in 2024 with RM22.9 mil Share BuyBack, which is equal to 76% PAT in 2023.
In the outlook, the company said 2...
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$FortressMinerals (OAJ.SG)$ good quarter results
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$FRONTKN (0128.BMS)$
#油气科技双引擎
#手握现金坐等良机收购
There are no companies directly benefiting from AI in Malaysia, but there are a few that benefit indirectly. One of them is FRONTKN because its main customers are Taiwan's Huguo Kamiyama TSMC. One of TSMC's customers is AI, NVIDIA, so FRONTKN's service for TSMC also serves NVIDIA indirectly. This statement is a bit ridiculous, but the stock price is the best proof. FRONTKN rose 26% this year (although FY23's profit fell 9.2%), and TSMC, a major customer, rose 41.5%.
In addition to the recovery of the technology business in 2024, the oil and gas business also accounts for 20% of the business. Therefore, our main customer, PETRONAS, continues to increase CAPEX this year, and FRONTKN will have another busy year.
Technology + Energy Oil & Gas = Growing 2024
In 2021 and 2022, FRONTKN bought land and built a new plant in Kaohsiung, Taiwan to meet the needs of major customers. Although 2023 is a downward cycle, previous expansions can finally contribute to 2024.
As CAPEX in 2022 came to an end, CAPEX in 2023 only spent RM15.1 mil and paid RM40.845 mil in dividends, which did not cost much money. As a result, after surviving in 2023, Net Cash will break through R...
#油气科技双引擎
#手握现金坐等良机收购
There are no companies directly benefiting from AI in Malaysia, but there are a few that benefit indirectly. One of them is FRONTKN because its main customers are Taiwan's Huguo Kamiyama TSMC. One of TSMC's customers is AI, NVIDIA, so FRONTKN's service for TSMC also serves NVIDIA indirectly. This statement is a bit ridiculous, but the stock price is the best proof. FRONTKN rose 26% this year (although FY23's profit fell 9.2%), and TSMC, a major customer, rose 41.5%.
In addition to the recovery of the technology business in 2024, the oil and gas business also accounts for 20% of the business. Therefore, our main customer, PETRONAS, continues to increase CAPEX this year, and FRONTKN will have another busy year.
Technology + Energy Oil & Gas = Growing 2024
In 2021 and 2022, FRONTKN bought land and built a new plant in Kaohsiung, Taiwan to meet the needs of major customers. Although 2023 is a downward cycle, previous expansions can finally contribute to 2024.
As CAPEX in 2022 came to an end, CAPEX in 2023 only spent RM15.1 mil and paid RM40.845 mil in dividends, which did not cost much money. As a result, after surviving in 2023, Net Cash will break through R...
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Good morning mooers! Here are things you need to know about today's market:
●Markets Rebound with Q1 Earnings Underway
●FBM KLCI Rises to Highest in Almost Two Years
●Local Institutions Expected to Absorb Net Selling by Foreign Portfolio Funds on Bursa Malaysia
●Stocks to watch: Capital A, DXN
-moomoo News MY
Wall Street Summary
Indexes held onto gains on Tuesday as Q1 earnings reports began to roll in. The $S&P 500 Index (.SPX.US)$ traded up...
●Markets Rebound with Q1 Earnings Underway
●FBM KLCI Rises to Highest in Almost Two Years
●Local Institutions Expected to Absorb Net Selling by Foreign Portfolio Funds on Bursa Malaysia
●Stocks to watch: Capital A, DXN
-moomoo News MY
Wall Street Summary
Indexes held onto gains on Tuesday as Q1 earnings reports began to roll in. The $S&P 500 Index (.SPX.US)$ traded up...
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$DXN (5318.BMS)$ Good quarterly results, and a very strong dividend!
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