Brilliant Outlook For KGB Thanks To Semiconductor Recovery and Strong Order Book
Brilliant Outlook For KGB Thanks To Semiconductor Recovery and Strong Order Book
Recently, the group secured additional ultra-high purity (UHP) gas contracts worth RM413m, mostly from Malaysia and Singapore, bringing its YTD secured contract value to RM977m as of early September.Kelington Group Bud (KGB)'s outlook remains promising, supported by a robust order book primarily consisting of high-margin projects.
在主要由高利潤項目組成的強勁訂單的支持下，Kelington Group Bud（KGB）的前景仍然樂觀。
The Semiconductor Industry Association (SEMI) expects 103 new fabs worldwide to come online between 2023 and 2027, including eight in Southeast Asia, driven by production capacity expansions to support AI proliferation and other disruptive technologies.
半導體行業協會（SEMI）預計，在2023年至2027年之間，全球將有103個新晶圓廠上線，其中包括東南亞的8個，這要歸因於產能擴張以支持人工智能的擴散和其他顛覆性技術。
As a reputable infrastructure contractor, KGB is set to be a key beneficiary in the region in 2024 and beyond.
作爲信譽良好的基礎設施承包商，克格勃將在2024年及以後成爲該地區的主要受益者。
Recently, the group secured additional ultra-high purity (UHP) gas contracts worth RM413m, mostly from Malaysia and Singapore, bringing its YTD secured contract value to RM977m as of early September.
最近，該集團獲得了價值41300萬令吉的額外超高純度（UHP）天然氣合同，主要來自馬來西亞和新加坡，使其截至9月初的年初有擔保合同價值達到97700萬令吉。
Its tender book remains significant dominated by potential jobs from Singapore, China, Germany.
其招標書仍然佔有重要地位，主要是來自新加坡、中國和德國的潛在就業機會。
According to Kenanga, KGB's Liquid carbon dioxide (LCO2) plants, with a combined capacity of 120,000 MT, are now operating at about 58% capacity, up from about 40% in 1QFY24. The utilisation rate is expected to rise due to increased demand from neighbouring countries experiencing permanent LCO2 shortages as a result of decarbonisation efforts.
根據肯南加的說法，克格勃的液態二氧化碳（LCO2）工廠的總產能爲12萬噸，目前的產能約爲58％，高於 1QFY24 的約40％。由於脫碳努力導致LCO2長期短缺，鄰國的需求增加，預計利用率將上升。
Besides, its 10-year contract to supply hydrogen, nitrogen, and oxygen to an optoelectronics semiconductor giant in Kulim, Kedah, has began contributing in 2QFY24 and will continue until 2QFY34.
此外，其爲期10年的向吉打州居林的一家光電子半導體巨頭供應氫氣、氮氣和氧氣的合同已開始爲 2QFY24 做出貢獻，並將持續到 2QFY34。
The company has strong earnings visibility and solid foothold in multiple markets including Malaysia, Singapore and China.
該公司在包括馬來西亞、新加坡和中國在內的多個市場擁有良好的盈利知名度和堅實的立足點。
譯文內容由第三人軟體翻譯。