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

It arrived in May of this year and held $KGB(0151.MY)$ It's been almost three years. At first, it seemed that it was unique because it had a special industrial gas with a deep moat, especially high-purity gas (UHP) linked to semiconductors. It was also a highly profitable business for the company and contributed more than 60% of the company's turnover.
This kind of engineering subsistence company already has a cyclical weakness. Often, turnover is affected by the downturn in the industry, let alone companies linked to the semiconductor boom.
The wonderful thing is... The company started the liquefied carbon dioxide manufacturing field in 2019. The first factory was put into production in October of the same year, with an annual output of 50,000 tons. Currently, production is at full capacity.
Speaking of liquefied carbon dioxide (LCO2), it can be used for various purposes, especially in the food and beverage industry, to produce carbonated beverages and make dry ice for freezing food. Currently, more than 70% of the company's liquefied carbon dioxide is exported. This business can bring recurring income (Recurring Income) to the company, which is also shareholder's favorite business income, because it can be described as the company's “banknote capacity.” Currently, the profit from this business is around 30%.
The company's second new liquefied carbon dioxide plant was put into operation at the end of March this year, increasing total production from 50,000 tons to 120,000 tons. The company will have the potential to become the nation's largest supplier of liquefied carbon dioxide.
$KGB(0151.MY)$ This year's first...

$SDS(0212.MY)$ 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...