Highlights
KLSE: KESM (9334)       KESM INDUSTRIES BHD Main : Technology
Last Price Today's Change   Day's Range   Trading Volume
14.90   +0.28 (1.92%)  14.82 - 15.00  37,800
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Overview

Market Cap: 640 Million
NOSH: 43 Million
Avg Volume (4 weeks):93,890
4 Weeks Range:13.34 - 16.04
4 Weeks Price Volatility (%):
57.78%
52 Weeks Range:7.50 - 16.30
52 Weeks Price Volatility (%):
84.09%
Average Price Target: 17.75
Price Target Upside/Downside: +2.85

Financial Highlight

Latest Quarter | Ann. Date 30-Apr-2017[#3]  |  01-Jun-2017
Next QR | Est. Ann. Date: 31-Jul-2017  |  20-Sep-2017
T4Q P/E | EY: 16.56  |  6.04%
T4Q DY | Payout %: 0.20%  |  3.34%
T4Q NAPS | P/NAPS: 7.3887  |  2.02
T4Q NP Margin | ROE: 11.97%  |  12.18%

Market Buzz

Date Type Subject
21-Aug-2017 Forum 2 New Comments

Headlines

Date Subject
08-Aug-2017 Daily Technical Highlights - (TAWIN, KESM)
05-Jul-2017 业绩强劲•利好支撑‧KESM两年净利看涨
05-Jul-2017 KESM - On a Strong Expansion Cycle!
18-Jun-2017 KESM股价居高不下?
14-Jun-2017 资本开销料增至1.2亿.KESM财测上调
13-Jun-2017 Company Update – KESM Industries (BUY, maintain) - Raising capex again
02-Jun-2017 KESM Industries (BUY, maintain) - MFY17 earnings up 39% yoy
02-Jun-2017 KESM Industries Bhd - 9M17 Within Expectations
25-May-2017 KESM - Positioned for long term growth
21-Mar-2017 扩产能.资本支出增.KESM盈利动力强劲
10-Mar-2017 Mplus Market Pulse - 10 Mar 2017
17-Feb-2017 KESM - The Next Growth Stage
05-Jan-2017 PublicInvest Research Headlines - 5 Jan 2017
24-Nov-2016 [心水股追踪]KESM 2017年第1季度业绩即时点评-再创历史新高!
11-Nov-2016 Daily technical highlights - (KESM, SENDAI)
30-Oct-2016 股价倍涨.KESM前景如何?
21-Oct-2016 Daily technical highlights - (KESM, YONGTAI)
17-Oct-2016 Holistic View of KESM with Fundamental Analysis & iVolume Spread Analysis (iVSAChart)
14-Oct-2016 KESM Industries - Attractive niche auto play
13-Oct-2016 Daily Technical Highlights – PMETAL | KESM

Business Background

KESM Industries Berhad is a Malaysia-based company engaged in investment holding and the provision of semiconductor burn-in services. Its two segments are burn-in, testing and assembly segment, which is engaged in the provision of semiconductor burn-in, testing of semiconductor integrated circuits and assembly of electronic components, and investment holding segment, which includes corporate services, treasury functions and investment in marketable securities. Its subsidiaries are KESP Sdn Bhd, KESM Test (M) Sdn Bhd and KESM Industries (Tianjin) Co., Ltd. The Company operates in Malaysia and in the People's Republic of China.
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  7 people like this.
 
ooihk899 Monday sure panic selling
04/08/2017 19:06
Sebastian Sted Power you seorang panic only
05/08/2017 04:05
ooihk899 Ya lo, Monday I panic sell lo. Sell at 14 lo. hahahaha.
05/08/2017 10:49
bjaya Ever notice whenever before there are impending positive news among bluechips and high-end counters to be announced, prices would pull back or be pulled back on low volume than usual ? It happened to Heim , Bursa etc . Let's see this KESM in the next few trading session .
06/08/2017 06:58
bjaya Panic selling on this counter is doubtful; may further pull back a little is likely.
06/08/2017 06:59
Alex Foo kesm is coming down for me to collect? kikiki.....
07/08/2017 09:21
optimus9199 wow broke RM 15.00. what happened?
07/08/2017 09:23
bjaya Something is brewing
07/08/2017 09:29
dompeilee Interesting...KESM dropping...Sunright rising :D
07/08/2017 09:35
bjaya Something is brewing , good or bad can be either way . Let's see
07/08/2017 10:13
ooihk899 Alex Foo, yoi sapu KESM ar? Rich lo, pls support more, else I panic wo.
07/08/2017 10:13
Kadir Almushayah monitoring sunright
07/08/2017 20:12
9888 if the results is not up to expectation, whu pay i dividend ?
08/08/2017 12:14
paperplane time to add I guess?
08/08/2017 12:42
Kadir Almushayah paperplane..wise comment
08/08/2017 17:15
dompeilee I have a theory why KESM has dropped almost 2.00 from its high but Sunright is still holding quite steady during the past few days' big drops: even at this relatively low price(14.78), the parent's stake in the co. is still worth just over S$0.80 per share,which means an investor is getting 'paid' s$0.26 per share just to own the rest of Sunright's assets & own biz, which is net cash and profitable!
09/08/2017 08:01
9888 shit, who is selling 53,200
09/08/2017 15:39
godhand paperplane u adding at this price?
09/08/2017 15:50
Alex Foo @ooihk899

havent collect oh... price looks sedap now...
09/08/2017 15:53
huiyi add a little bit.
09/08/2017 15:56
ooihk899 Alex Foo, last year I collected enough already.
09/08/2017 16:46
ooihk899 If drop below 14, maybe can consider
09/08/2017 16:47
ongmari buy opportunity....? back to 15 in no time
09/08/2017 16:48
ooihk899 Alex Foo, I old already easy to forget, just checked, I bought the counter 2 yrs ago.
09/08/2017 16:51
Alex Foo ya...i late to party...only started main share since apr 2017...haiz....any good recommendation?
09/08/2017 16:55
ooihk899 You already have quite a few good counter like Magni, Prestar, HRC...I thinks don't buy so many, if market collapse, you will not have enough time to run, remember we only got 2 hands, not like Octopus, hahaha
09/08/2017 17:41
Alex Foo haha....i din buy prestar....but i think that steel company is solid la....yes i got magni and hrc, you stalk me? haha

what else you can recommend? i super late to party, now price all so high > <
10/08/2017 09:28
Edwardong53 Where are those smart alex who recommended to buy this counter by telliing ppl this TP and that TP, Pls come out now and tell those ppl who are now trapped lah. Pity those ppl who went into this counter and now they don't know whether to cut loss or to hold for the news of the drop to be announced. It is always like that ... when the share is hot. you can see so many "sifus" coming out to give their recommendations and when the share started to drop, all of them slipped away quietly.
10/08/2017 09:36
godhand @edward this is a people eat people world. thats why u need to do your own homework. Buying a stock without knowing it's margin of safety is like suicide.
10/08/2017 10:17
ooihk899 Alex Foo, your r not Miss World why I want to stalk you? Hahahaha, just that we have common counter. Magni also I bought 2 yrs ago. You late to party, better becareful.
10/08/2017 10:21
Edwardong53 @godhnd - Agreed. If you just listen to these "sifus" you are digging your own grave... but put your money in FD; it's safer although low return
10/08/2017 10:22
godhand i teach u how to see la. u see those ppl give sky high unrealistic tp is usually not a kind sifu. For example hengyuan, 20.00 tp also i got see.
10/08/2017 10:26
suregain downtrend stock
10/08/2017 10:26
paperplane wow! interesting. don't rush to buy first. wait and see side way. thinking if panic selling to 13 will happen not
10/08/2017 10:39
ooihk899 paperplane, you ask ppl to wait but you sapu all at 14 ar?
10/08/2017 11:47
paperplane Hehe. Shhhhhhh
10/08/2017 13:23
paperplane wow, yum yum.....almost time to add. let those weak holder sell fast fast lah. RM13. i que
11/08/2017 09:46
paperplane So fast rebound....apa lah
14/08/2017 13:16
Alex Foo show over...haiz...
14/08/2017 14:02
kongxkong back to 15bucks. last few days my feeling abit down. haha
14/08/2017 14:12
leekh5555 just hold and waiting for next QR.
14/08/2017 14:17
optimus9199 sold 14.98 and 15.10
14/08/2017 15:08
bjaya when is the next QR ?
14/08/2017 15:20
kk123 up 1 ringgit ..
14/08/2017 16:27
14/08/2017 18:47
paperplane I get my money ready for 13 and below! But it rebound. Wtf
15/08/2017 00:44
moneypedia Wow powerful stock after ajinomoto last time....
15/08/2017 07:03
Gabriel Khoo (吉隆坡18日讯)虽然科技已经上涨了两年,但我国今年回酬最高的基金经理认为,这股涨势至少会延续2年时间,归功于全球对智能汽车和手机的需求量增加。Inter-Pacific资产管理有限公司总执行长林志诚(译音)接受彭博社专访时预测,市场对汽车和手机的需求量提高,推动国内科技股攀升,这股涨势至少会延续多2年。

他解释,由于汽车越来越朝向自动性能发展,进而推动电子零件需求量日益提升。

“世界最畅销的产品不是手机,而是汽车,且后者的价值比手机高得多。”

“手机如iPhone可能有几个光二极管(LED)零件,但汽车所拥有的相关零件会更多。”

专心寻宝不看综指

另一方面,37岁的林志诚分享到,他在投资上采取集中策略,手上持股从来不会超过40家公司。基金持有的公司股权规模,占其基金投资组合的比例至少3%以上。

“从事基金经理的工作是沉闷的,若找到了投资目标公司,就买入,然后等待获利。”

林志诚提到,投资者应该忽略市场上的噪音,即使找不到任何新的投资对象公司,他也不会任意购入公司股票。

他也透露,平时都在留意和买入未来获利表现持续提升的科技和制造领域股项。

另外,与其他投资者不同,林志诚几乎没有追踪富时吉隆坡综合指数的最新走势,他宁愿将时间放在寻找新的投资对象。

“我们分析的方式(与外界)差别很大。某种意义上,我已经‘关闭’对市场近况的追踪,只是专心发掘潜在投资公司。”

“如果你问我目前的综指走势,我甚至不知道。”

从时事找灵感

此外,林志诚在选股进场时,常会从身边的事物和新闻资讯找灵感。

他指出,5月份爆发“想哭”(WannaCry)病毒勒索软件肆虐事件后,立即购入网络安全软件制造商Systech(SYSTECH,0050,创业板科技股)股票。

自今年6月份以来,Systech的股价已经飙升了65%,从5月杪的27.5仙,升至目前的45仙水平。

“大马在网络安全方面的投资,仍处于起步阶段。我们进场得早,因此才能取得良好的回酬。”

除了科技领域外,也是摩托骑士的林志诚,留意到越来越多驾驶者选择雅马哈(YAMAHA)摩托车,因此,也买入组装和销售该品牌摩托的丰隆工业(HLIND,3301,主板消费产品股)。

“自2014年以来,丰隆工业的股价几乎翻了一倍,而近期来我看到越来越多雅马哈摩托车在路上,这让我重新留意该股。”

丰隆工业从2014年杪的4.49令吉,攀升至目前的9.80令吉水平。

投资收益捐慈善

林志诚早前在掌管440亿令吉资产的兴业银行资产管理公司任职。

在去年12月起,担任丹斯里陈志远旗下Inter-Pacific资产管理高职,管理5000万令吉资产,因为新东家让他成立一个社会企业基金。

林志诚在投资上取得卓越的成就,但真正让他感到喜悦的,是将一半薪资,捐助国内有需要的非宗教非盈利组织。

此外,他也将在股票投资获利的20%收益,捐助作为社会企业基金。

“我不会在工作时,考虑我可以为自己赚取多少利润。”

基金回酬51%独领风骚

科技股暴涨,让Inter-Pacific动态股权基金在上半年增长46%,当中,符合回教交易的投资组合基金更增长了51%,在投资马股的246家基金公司里独领风骚。

据彭博社报道,截至今年5月杪,该基金的亮眼成就,主要因为占基金比例高达38%的科技股表现。

该基金持有的科技股,包括半导体机械制造商维视机动(VIS,0120,创业板),以及硬盘和汽车的精密零件制造商艾尔软体(ELSOFT,0090,主板科技股),两项股在今年平均增长了1.57倍。

当中,艾尔软体是该符合回教教义的基金投资组合中份额最大的投资,主要从事制造光二极管测试仪器。

维视机动已从去年杪的36.5仙,涨至目前的1.25令吉。

而艾尔软体则从1.42令吉,升至2.81令吉。
18/08/2017 22:24
ongmari wait for low to buy??
21/08/2017 16:14
ongmari tomolo can start engine
21/08/2017 16:51


 

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