KENERGY
0307
0.340

KENERGY

0307
idss
KAWAN RENERGY BERHAD KLSE Summary
Ace Market : Industrial Materials, Components & Equipment

0.340

0.000 (0.0%)
High 0.000
Low 0.000
Open 0.000
Volume 0
Volume (B/S) 86,300 / 23,600
Price Bid/Ask 0.330 / 0.340
   
52w 0.330 - 0.830
ROE 12.90
P/E 12.52
EPS 2.71
DPS 1.00
DY 2.94%
 
NTA 0.2100
P/B 1.62
RPS 32.62
PSR 1.04
Market Cap 187.0M
Shares (mil) 550.00
RTopQ RQoQ RConQ RYoY
CAGR
3Y -5340% TTM 17155%
5Y -5282% TTM 51911%
RSI(14) Neutral 35.8
Stochastic(14) Oversold 16.7
Stochastic RSI(14) Oversold 12.2 Buy
Average Volume (3M) 397,900
Relative Volume 2.7
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EPS DPS NTA Revenue P/L Quarter Q Date Financial Year Announced ROE QoQ% YoY% Report
31 Oct, 2026
0.3700 0.000 0.2100 46.5m 2.0m 3 2026-07-31 31 Oct, 2026 2026-09-25 1.8% 177.3% 72.8%
0.1300 0.000 0.2000 45.9m 735.0k 2 2026-04-30 31 Oct, 2026 2026-06-30 0.7% 87.3% 84.9%
1.0500 0.000 0.2100 44.4m 5.8m 1 2026-01-31 31 Oct, 2026 2026-03-30 5.0% 9.6% 17.1%
31 Oct, 2025
1.1600 0.000 0.2000 42.7m 6.4m 4 2025-10-31 31 Oct, 2025 2025-12-29 5.8% 14.8% 55.6%
1.3600 0.000 0.1900 35.1m 7.5m 3 2025-07-31 31 Oct, 2025 2025-09-22 7.2% 53.4% 41.1%
0.8900 0.000 0.1800 30.9m 4.9m 2 2025-04-30 31 Oct, 2025 2025-06-30 4.9% 1% 11.2%
0.9000 0.000 0.1700 29.3m 4.9m 1 2025-01-31 31 Oct, 2025 2025-03-24 5.3% 7.3% 17.3%
31 Oct, 2024
0.0200 1.250 0.1700 39.2m 5.3m 4 2024-10-31 31 Oct, 2024 2024-12-20 0.1% 0.2% 0%
0.0200 0.000 0.1600 31.8m 5.3m 3 2024-07-31 31 Oct, 2024 2024-09-27 0.1% 20.8% 0%
0.0300 0.000 0.0900 22.2m 4.4m 2 2024-04-30 31 Oct, 2024 2024-06-21 0.3% 4.5% 0%
0.4100 0.000 0.1000 19.9m 4.2m 1 2024-01-31 31 Oct, 2024 2024-05-24 4.1% 0% 0%

Financial Year Revenue ('000) Net ('000) EPS DP% Net % Report
31 Oct, 2026 136,731 8,547 1.5500 -
31 Oct, 2025 137,993 23,689 4.3100 - 23.2% View
31 Oct, 2024 113,118 19,221 0.4800 260.42 View

Announced Financial Year Subject EX Date Payment Date Amount Indicator
31 Oct, 2026
13 Feb 2026 31 Oct 2026 First Interim Dividend 03 Mar 2026 03 Apr 2026 0.0100 Currency View
31 Oct, 2025
28 Nov 2024 31 Oct 2025 Interim Dividend 12 Dec 2024 30 Dec 2024 0.0125 Currency View

Announced EX Date Subject Ratio Offer
No records

Name Price Change Volume Gearing Premium Premium % Maturity
No warrants found.

Announced Date Change Type Shares Name
05 May 2026 17 Apr 2026 Acquired 500,000 URUSHARTA JAMAAH SDN. BHD.
05 May 2026 14 Apr 2026 Acquired 1,000,000 URUSHARTA JAMAAH SDN. BHD.
05 May 2026 15 Apr 2026 Acquired 400,000 URUSHARTA JAMAAH SDN. BHD.
05 May 2026 16 Apr 2026 Acquired 800,000 URUSHARTA JAMAAH SDN. BHD.
13 Apr 2026 09 Apr 2026 Acquired 120,000 LIM THOU LAI
10 Apr 2026 09 Apr 2026 Acquired 100,000 MR LIM THOU LAI
03 Apr 2026 01 Apr 2026 Acquired 200,000 MR LIM THOU LAI
03 Apr 2026 02 Apr 2026 Acquired 50,000 MR LIM THOU LAI
19 Feb 2026 13 Feb 2026 Acquired 47,200 MR LIM THOU LAI
19 Nov 2025 14 Nov 2025 Acquired 500,000 URUSHARTA JAMAAH SDN. BHD.
17 Nov 2025 12 Nov 2025 Acquired 700,000 URUSHARTA JAMAAH SDN. BHD.
29 Oct 2025 23 Oct 2025 Acquired 500,000 URUSHARTA JAMAAH SDN. BHD.
28 Oct 2025 22 Oct 2025 Acquired 1,351,400 URUSHARTA JAMAAH SDN. BHD.
27 Oct 2025 21 Oct 2025 Acquired 648,600 URUSHARTA JAMAAH SDN. BHD.
22 Oct 2025 21 Oct 2025 Disposed 46,500 MR CHONG HON CHOONG


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Wong Chee Hui
Like · Reply
0.34我再买进。。。。
Steven Gan
0.2再买进......
Like · 1 week · translate
Wong Chee Hui
今天0.35........
Like · 23 hours · translate
sheng chuen lee
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​一、 为什么说 Kawan 的价值质地比纯 Solar 更“坚挺”?
​1. 免疫“光伏内卷与电价下行螺旋”
​纯 Solar 的硬伤(价格被越卷越低):
太阳能电站本质是“拼低价”的同质化生意。只要中国光伏组件(Panel)和逆变器继续降价,新入场的资金就敢在政府竞标(如 LSS5、未来 LSS6)中把上网电价报得更低。今天拿到的 25 年长约(如 RM0.20/kWh),5 年后可能就变成全市场最贵的过时成本,没有任何技术壁垒能阻止新人拿着更便宜的板子进场杀价。
​Kawan 的坚挺点(21 年固定高溢价保护):
Kawan 拿下的 SEDA 21 年 FiT 生物质电价(前 10 年 RM0.38/kWh,后 11 年 RM0.288/kWh)是政府白纸黑字锁死的特许补贴价格。无论未来光伏板怎么跳水、电网怎么内卷,它发出的每度电都按高价强制收购,享受长达 20 年的政策避风港。
​2. “基荷(Baseload)资产”天生比“垃圾电”值钱
​纯 Solar(间歇性诅咒):
太阳能最大的致命伤是“中午集中暴产、夜间彻底归零”。当大马电网白天的光伏渗透率达到临界点,电网就会发生消纳拥堵,逼迫光伏业主自己掏钱加装昂贵的电池储能系统(BESS),这会直接侵蚀太阳能项目的实际全生命周期内部收益率(IRR)。
​Kawan(全天候 24 小时满载):
生物质和垃圾沼气电厂是可调控的稳定基荷(Capacity Factor 可达 80%~90% 以上)。在未来的零碳电网里,能全天 24 小时稳定输送的绿电是极度稀缺的,其电网友好度和长远议价能力远非“看天吃饭”的光伏可比。
​3. 护城河在“特种重工与工艺黏性”,不仅是装支架
​纯 Solar:
安装光伏板(EPCC)的技术门槛极低,本质是土建与电气安装,只要有资金和资质,建筑商、外行随时可以跨界抢食,导致工程毛利率常年被压缩在 8%~12% 之间。
​Kawan:
制造工业高压锅炉、压力容器、热交换器需要极其严苛的 DOSH(大马职业安全与健康局)与 ASME 特种承压设备认证。这套重工能力是它自己建电厂、控成本的看家本领,外行就算有钱也很难在短时间内跨入这种特种装备制造领域。
​4. 工业客户的“双重能源捆绑”(蒸汽 + 电)
​纯 Solar 给工厂装屋顶只能提供部分电力,客户随时可以因为别家便宜而换人;
​Kawan 给油脂化工、食品加工制造大厂做的是热电联产(Co-generation)。工厂的生产线既需要电,更离不开高压高温蒸汽。一旦把 Kawan 的锅炉与管道系统嵌入到工厂的心脏,合作周期往往就是 10 年、20 年起跳,客户更换成本高昂。
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