Posted by Hush77 > Jan 20, 2020 8:09 PM | Report Abuse

sunright masih murah....

Posted by Kadir > Jan 20, 2020 8:26 PM | Report Abuse

Hush77...agreed

Posted by Hush77 > Jan 20, 2020 9:40 PM | Report Abuse

Yes ride the wave..expect more orders coming from its customers

Posted by blackchicken > Jan 21, 2020 6:54 AM | Report Abuse

China won't end EV subsidies after cuts spark sales slump
https://asia.nikkei.com/Spotlight/Electric-cars-in-China/China-won-t-end-EV-subsidies-after-cuts-spark-sales-slump

Posted by blackchicken > Jan 21, 2020 6:55 AM | Report Abuse

New Jersey & New York Push EV Purchase & Charging Incentives
https://cleantechnica.com/2020/01/20/new-jersey-new-york-push-ev-purchase-charging-incentives/

Posted by blackchicken > Jan 21, 2020 6:57 AM | Report Abuse

21 January

BEIJING -- China looks to extend the expiring subsidies supporting the purchase of electrified vehicles as the country hopes to reverse the recent decline in sales, a senior Chinese official said Monday.

Posted by Hush77 > Jan 21, 2020 7:13 AM | Report Abuse

Both penta, and kesm rose on improved outlook..penta i think for those early investor who got in at 60 cents already rose 10x to 15x .. or a 10-15 bagger..as their earnings kept rising and they give bonus issue..
Sunright (listed in sgx around 52cents now) is also interesting is now just trading at below its kesm stake value.. and cash holding ..it is kesm parent..
Penta.and kesm/sunright is the best to ride the wave of recovery in semicond industry...as its doing the burn in test segment..while penta supply the test machine..
Penta is probably the best in the world in making the test module and equipment, while
sunright/kesm quoted from their website "is the "world’s largest independent “test and burn-in” service company and a leading manufacturer of parallel test equipment."..
Expect nxt qtr result to be fairly well..

Posted by blackchicken > Jan 21, 2020 9:08 AM | Report Abuse

Many CASE (Connected, Autonomous, Shared and Electric) projects will start around the world in 2020

Posted by blackchicken > Jan 21, 2020 9:12 AM | Report Abuse

At CES, A CASE For The Future of Mobility
https://www.forbes.com/sites/startupnationcentral/2020/01/15/at-ces-a-case-for-the-future-of-mobility/#32b62648207a

Posted by blackchicken > Jan 21, 2020 12:32 PM | Report Abuse

Chinese tech stocks and Malaysian equities attractive
https://www.theedgemarkets.com/article/chinese-tech-stocks-and-malaysian-equities-attractive

Posted by Hush77 > Jan 21, 2020 3:56 PM | Report Abuse

well honestly speaking, i know 1 penta early investor who got in at 60 sen and go through the bonus issue, etc.. already become millionaire...
lets hope sunright (at S$ 0.50) and kesm can be a multibagger..

Posted by Hush77 > Jan 21, 2020 3:57 PM | Report Abuse

ini kisah benar tau...bukan main main..

Posted by Hush77 > Jan 21, 2020 4:04 PM | Report Abuse

kesm = sunright;
sunright = kesm;

kesm naik, sunright "akan" naik..

faham?

Posted by Kawkaw > Jan 21, 2020 9:18 PM | Report Abuse

Cobaan

Posted by blackchicken > Jan 22, 2020 8:41 AM | Report Abuse

Tesla was up 7.19% yesterday.

Posted by cefiro22 > Jan 22, 2020 4:34 PM | Report Abuse

KESM...kiss u @ 12!

Posted by Hush77 > Jan 22, 2020 5:36 PM | Report Abuse

next qtr likely results will be very good for kesm.. and also sunright...
sunright (listed di sgx) masih murah...
kalau kita ambil kira stake dalam kesm , saham sunright sepatutnya worth > dari SG$ 0.8c .. skg sunright baru S$0.53c

Posted by Hush77 > Jan 22, 2020 5:39 PM | Report Abuse

saya tak mahu cakap banyak.. yg tau kira patut tau apa yg saya cakap... hahaha
siapa yg faham boleh lah jadi kaya...

tuju langit.......!

Posted by blackchicken > Jan 22, 2020 8:27 PM | Report Abuse

I expect the stock price will go back to around RM 20 at the end of the first half of 2020.

Posted by Kawkaw > Jan 22, 2020 8:29 PM | Report Abuse

When next q will be exposed

Posted by blackchicken > Jan 22, 2020 8:36 PM | Report Abuse

https://www.nasdaq.com/articles/malaysias-c.bank-cuts-key-rate-to-2.75-in-surprise-move-2020-01-22

Posted by Hush77 > Jan 23, 2020 8:31 AM | Report Abuse

Kesm shld continue uptrend.. can look at the abang sunright also..
Both kesm and sunright is abang adik..semiconductor play to ride semicond and tech recovery theme in 2020..

How much is sunright stake in kesm (listed in msia) worth? Below are the calculation as of now 23rd jan 2020.

KESM market cap= RM$486M or S$162M  
48% stake of S$162M=S$78M  
So dividing by the number of shares outstanding for sunright S$78M/122M, that stake alone is worth ~64cents sg/share...  
Now Sunright is only trading at 52 cents...or a 24% discount for its stake in kesm alone.... 
Its mkt cap of S$65m is also below its cash holding of ~s$90m.

i) sunright is also flush with cash around S$90M (debt ~S$20M)- at grp lvl. 
ii)outlook of KESM is good. So Sunright results shld improve this year..with improved outlook from big semicond players like TSMC , intel , nxp, amd , etc.
iii)kwap a solid fund, is a major shareholder of kesm
Iv)kesm (listed in msia) share price has increase and go up to rm 11.30 (from rm 7).. Its same industry peers like AEM,UMS all have 2x to 3x , double or tripple from the bottom..
Penta is a multi bagger gains (for those who bought early) and held on after the many bonus issue....penta is one of the best in the world.. while kesm/sunright is one of the largest in doing chip test and burn, in the world...

So will kesm sunright be your golden itik/goose?

Tuju langit!

Posted by Hush77 > Jan 23, 2020 1:14 PM | Report Abuse

As long term investor like kwap.. daily movement is ok..

Posted by blackchicken > Jan 23, 2020 4:09 PM | Report Abuse

In Japan shipments of chip-making equipment rose 25.8% in December.

Posted by blackchicken > Jan 23, 2020 4:10 PM | Report Abuse

Texas Instruments Points to Signs of Chip Industry Revival
https://finance.yahoo.com/news/texas-instruments-points-signs-chip-212533992.html

Posted by Kadir > Jan 23, 2020 4:51 PM | Report Abuse

Power.. full steam ahead

Posted by blackchicken > Jan 24, 2020 7:27 AM | Report Abuse

https://www.bloomberg.com/news/articles/2020-01-23/memory-chipmakers-spike-after-morgan-stanley-sees-pricing-gains

Posted by blackchicken > Jan 24, 2020 9:08 AM | Report Abuse

Intel’s Big Forecast Gives Chip Bulls Reason to Celebrate
https://www.bloomberg.com/news/articles/2020-01-23/intel-s-big-forecast-gives-chip-bulls-reason-to-celebrate

Posted by Hush77 > Jan 24, 2020 4:26 PM | Report Abuse

Kesm $12 bro.... mmg hebat....kwap untung....pilihan yg bijak....
Sunright (saham singapura) masih 52 cent.. "akan datang" kejap lagi..tunggu durian runtuh..

Posted by Hush77 > Jan 25, 2020 7:28 AM | Report Abuse

Chipmaking giant Intel (INTC) smashed Wall Street's sales and earnings targets for the fourth quarter and gave an upbeat outlook for 2020. The Intel earnings report sent INTC stock surging.