Saham: KLSE-KOBAY - PT. Kobay Technology Berhad

$KOBAY / 6971 (KOBAY TECHNOLOGY BERHAD)
Once the darling of Mr. Market, KOBAY is now abandoned like an unwanted mistress.

It's still a promising company with exposure in precision engineering and aerospace and some property.

$KEYFIELD / 5321 (KEYFIELD INTERNATIONAL BERHAD)
$JCY / 5161 (JCY INTERNATIONAL BERHAD)
$OCK / 0172 (OCK GROUP BERHAD)
$KOBAY / 6971 (KOBAY TECHNOLOGY BERHAD)
$FPI / 9172 (FORMOSA PROSONIC INDUSTRIES BERHAD)

PROVISION OF FINANCIAL ASSISTANCE [KOBAY]

PROVISION OF FINANCIAL ASSISTANCE

Change in Nomination Committee - MR KOAY CHENG LYE [KOBAY]

Change in Nomination Committee - MR KOAY CHENG LYE

Change in Remuneration Committee - MR KOAY CHENG LYE [KOBAY]

Change in Remuneration Committee - MR KOAY CHENG LYE

Change in Remuneration Committee - MR KOAY WOOI SEONG [KOBAY]

Change in Remuneration Committee - MR KOAY WOOI SEONG

Change in Audit Committee - MR KOAY WOOI SEONG [KOBAY]

Change in Audit Committee - MR KOAY WOOI SEONG

Change in Nomination Committee - MR KOAY WOOI SEONG [KOBAY]

Change in Nomination Committee - MR KOAY WOOI SEONG

Change in Boardroom - MR KOAY CHENG LYE [KOBAY]

Change in Boardroom - MR KOAY CHENG LYE

Change in Boardroom - MR KOAY WOOI SEONG [KOBAY]

Change in Boardroom - MR KOAY WOOI SEONG

Change in Audit Committee - MR KOAY CHENG LYE [KOBAY]

Change in Audit Committee - MR KOAY CHENG LYE

OTHERS [KOBAY]

OTHERSEXTENSION OF TIME FOR UTILISATION OF PROCEEDS RAISED FROM THE PRIVATE PLACEMENT OF ORDINARY SHARES IN THE COMPANY

First Solar's Malaysian Suppliers

Shares of solar manufacturer First Solar surged on Wednesday, reaching their highest level in over a decade, amid a broad rally in solar stocks. U.S.-based solar companies are benefiting from optimism surrounding new tariffs on Chinese solar cell imports. Additionally, First Solar stock received a boost from a bullish report identifying the company as a potential AI winner, leading to an 18.7% gain.

Did you know there are three listed companies on Bursa that are the suppliers of First Solar? Could they benefit from this surge?

📌 $PA / 7225 (P.A. RESOURCES BERHAD)

PA is an aluminum extruder that produces semi-finished aluminum products, including aluminum billets. The company operates across three segments: upstream (in-house recycling and billet manufacturing), midstream (extrusion of aluminum profiles and products), and downstream (various finishing processes). In January 2024, P.A. Resources secured an extension of its supply agreement with First Solar, Inc., First Solar Malaysia Sdn Bhd, and First Solar Vietnam Manufacturing Co. Ltd to provide materials for photovoltaic module production.

📌 $GREATEC / 0208 (GREATECH TECHNOLOGY BERHAD)

GREATEC is an automation solutions provider specializing in factory automation. The company manufactures equipment for automating production processes, including single automated equipment and complete production line systems. Their products are used in the manufacturing of solar modules, semiconductors, and consumer electronics. First Solar is GREATEC's largest customer, for whom they supply photovoltaics and thin-film module technology for the solar industry.

📌 $MASTER / 7029 (MASTER-PACK GROUP BERHAD)

MASTER is an investment holding company engaged in the manufacture and sale of corrugated fiberboard cartons and packaging materials. The company’s core activities include producing various types of packaging materials, such as sheet board, slotted cartons, and palletized shipping containers. First Solar is MASTER's largest customer, contributing 46.1% of the company's FY23 revenue.

Additionally, $KOBAY / 6971 (KOBAY TECHNOLOGY BERHAD) is known as one of the supplier of First Solar, although this has not been confirmed.

$KOBAY / 6971 (KOBAY TECHNOLOGY BERHAD)

Quarterly rpt on consolidated results for the financial period ended 31/03/2024 [KOBAY]

Quarterly rpt on consolidated results for the financial period ended 31/03/2024

Kobay Technology says unaware of reason for unusual market activity

KUALA LUMPUR: Kobay Technology Bhd, which received an unusual market activity (UMA) query from Bursa Malaysia, said it is unaware of any reason for the sharp rise in the price and trading volume recently.

© New Straits Times Press (M) Bhd

Letter Subject or Reference - UNUSUAL MARKET ACTIVITY [KOBAY]

Letter Subject or Reference - UNUSUAL MARKET ACTIVITY

Kobay gets UMA query from Bursa Malaysia

KUALA LUMPUR: Bursa Malaysia has issued an unusual market activity (UMA) to Kobay Technology Bhd due to the sharp rise in the price and trading volume recently.

KOBAY - Unusual Market Activity [KOBAY]

KOBAY - Unusual Market Activity

OTHERS [KOBAY]

OTHERS (Amended Announcement)Internal Reorganization of Pharmaceutical and Healthcare Division

OTHERS [KOBAY]

OTHERSInternal Reorganization of Pharmaceutical and Healthcare Division

@wsoh don't think we need any analyst to tell us its semiconductor trend now. look at data. up 16% you. semiconductor turnaround may be faster than anticipated.

since last post, unisem up 20%, kobay up 30%, sam up 20%, as usual rgt berhad just rebounded as well. fpgroup is now a very good value play with 8 cents net cash. MI haven't move yet but will believe MI material business will benefit the most.

top pick for me still goes to unisem for osat first to recovery, kobay in precision, MI for material, rgt for recovery, fpgroup for value play, abit of no brainer.

$KOBAY / 6971 (KOBAY TECHNOLOGY BERHAD) $FPGROUP / 5277 (FOUNDPAC GROUP BERHAD) $UNISEM / 5005 (UNISEM (M) BERHAD)$MI $RGTBHD / 9954 (RGT BERHAD)

KOBAY

Kobay Technology Berhad

Company Background