一个丁加奴工厂，一个KEDAH工厂

美啦！

工业气体业务前景依然乐观，位于Kerteh的第二座液态二氧化碳（LCO2）工厂定于2024年首季投运，产能将增加一倍以上，并满足出口市场日益增长的需求。”

“此外，将于第二季启动的第二个现场气体供应计划，为吉打居林的光电半导体巨头提供氢气、氮气和氧气，将进一步加强集团未来10年的盈利

Ace Gases Sdn Bhd has on 25 March 2024 commenced the liquid carbon dioxide production with an annual production capacity of up to 70,000 metric tons at the second LCO2 Plant located at PT 22980, Kawasan Perindustrian Lot P, Mukim Kertih, 24300 Daerah Kemaman, Terengganu.

11月和二月业绩出股价在业绩前后都跑了。。。

当时股价在1.5 范围，还是上升趋势

一直跌是最近高位调整下来吧
毕竟不会一直起。。。

但是继续看好今年业绩


Cher’s

We expect orders in Hong Kong to come in sooner, within the second or third quarter as we are already tendering for a project worth several hundred million ringgit, whereas Germany will take longer — perhaps closer to the year end or early next year,” says Ong.


From The Edge

其他两个液体工厂开始慢慢贡献稳定收入

加上前几天THE EDGE 访谈香港的潜能生意

3 块很乐观
我也差不多开翻了

也恭喜大家
Hold tight …

Cheers

母子开翻

幸运自己去年出席讲座会发现这间成长型公司


干杯大家

恭喜发财LEE
冲啊！

我买母股时候没想到儿子
涨到我买不下母股再跑去买儿子

哈哈哈

uncle ken has been asking you to sell since KGB was rm1.20. if i was him, I would be so embarrassed that I would never open this page again. This guy really is something special. Keep you updated from 1.20 to 3.00. lol

成绩依然满意。 前景/ order book 依然强，gas supply 继续成长。
第一季很久没给股息，开始给了，而且增加。


干杯！

我看一家投行最低3.8 TP
有一个过4

再次恭喜大家
下半年业绩会更棒！

又再破新高，而且母子入股top 10 gainer…

Kgb应该是持有抱住整个过程中最安心的股了。

期待下半年持续性收入的重要贡献

哪天股市下跌

看到KGB PE来到18+
还没加下半年新业绩贡献。

用了另一个户口，买入KGB WB

Cheers to mr marker

IG segment continues to gain traction, with 33% YoY revenue growth for 1H24, thanks to the commencement of the second liquid carbon dioxide (LCO2) plant (end-Mar) and improved yields. We believe the IG segment will continue to drive overall margin expansion for the group, underpinned by the expansion into Indonesia and increasing demand, particularly from the Oceania, Africa, and India markets.
• Outstanding orderbook of MYR1.3bn as at end-Jun should keep the group busy over the next 9-12 months. YTD-Jun new job wins of MYR564m are on track to meet our target replenishment of MYR1bn for FY24F, armed with a tenderbook exceeding MYR1.6bn. The majority of the jobs secured are from China, where we gather fab expansion plans remain fervent. We believe the upcycle in the semiconductor space and the active tender pipeline in Singapore for 2H24 will bode well for KGB with more UHP projects in the offing.

给市场消化下：Q224 vs Q223

我那天股市下跌另一个户口有买。暂时还没跌倒我的价格。继续观察，美的话，我会加码。

During the 6-months ended 30 June 2024, the Group has secured new contracts amounting to RM564 million. Combined with projects carried forward from previous years, our total orderbook stood at RM1.87 billion of which RM1.29 billion remains outstanding.&
The Group remains proactive in tendering for additional projects, with a focus on the semiconductor sector in Malaysia, China, Singapore, Hong Kong and Germany.@
The Group's second LCO2 plant in Kerteh, which commenced operations on 25 March 2024, has increased our production capacity to 120,000 mt/year.
This strategic expansion positions the Group well to meet the growing export demand amid the global CO2 shortage.
Barring unforeseen circumstances, we are confident of delivering a commendable financial performance in FY2024, driven by the execution of our existing orderbook across key markets and the continued growth of our Industrial Gas business.



During the 6-month ended 30 June 2023, the Group has secured new contracts amounting to RM744 million in 2023. Including the projects carried forward from the previous years, our total orderbook stood at RM2.44 billion of which RM1.77 billion remains outstanding.
Prospects at the Industrial Gases division remain positive as demand for liquid carbon dioxide (LCO2) increases in tandem with the recovery in economic activities. We are also seeing an increase in export demand for LCO2 from the Oceania countries. To cater to the increase in demand, our second LCO2 plant at Kerteh will more than double the production capacity and further enhance the industrial gas division's financial performance starting from 4Q2023.
In addition, the commencement of our second onsite gas supply scheme in 4Q2023 to supply hydrogen, nitrogen and oxygen for an optoelectronics semiconductor giant in Kulim, Kedah will also contribute positively to the Group's earnings visibility over the next ten years.
Barring unforeseen circumstances, we are confident of delivering a commendable financial performance in FY2023 as we execute our existing orderbook across our key operating markets.