KLSE: KESM (9334)       KESM INDUSTRIES BHD MAIN : Technology
Last Price Today's Change   Day's Range   Trading Volume
13.50   0.00 (0.00%)  13.50 - 13.80  7,100
Analyze this stock with MQ Trader system


Market Cap: 582 Million
NOSH: 43 Million
Avg Volume (4 weeks):94,735
4 Weeks Range:13.40 - 17.20
4 Weeks Price Volatility (%):
52 Weeks Range:13.40 - 22.70
52 Weeks Price Volatility (%):
Average Price Target: 19.39
Price Target Upside/Downside: +5.89
Stamp duty exempted for year 2018

Financial Highlight

Latest Quarter | Ann. Date 31-Jul-2018 [#4]  |  21-Sep-2018
Next QR | Est. Ann. Date: 31-Oct-2018  |  23-Nov-2018
T4Q P/E | EY: 14.79  |  6.76%
T4Q DY | Payout %: 0.44%  |  6.56%
T4Q NAPS | P/NAPS: 8.2881  |  1.63
T4Q NP Margin | ROE: 11.25%  |  11.03%


Date Subject
03-Oct-2018 [转贴] [KESM INDUSTRIES BHD:预计2018年全球半导体收入将达到4510亿美元,比2017年的4,204亿美元增长7.3%] - James的股票投资James Share Investing
25-Sep-2018 KESM科技 销售订单仍强劲
24-Sep-2018 KESM Industries - a Recovery in 4Q18, But Still Short
24-Sep-2018 PublicInvest Research Headlines - 24 Sept 2018
24-Sep-2018 Mplus Market Pulse - 24 Sept 2018
24-Sep-2018 KESM Industries Bhd - Within Expectations
03-Aug-2018 上升股:Kesm科技阻力RM17.30
12-Jun-2018 Technical Analysis - KESM Industries
01-Jun-2018 KESM Industries Bhd - A Short-Term Hiatus
01-Jun-2018 KESM Industries - Weak 3QFY18, But Long-term Growth Likely Intact
25-Apr-2018 晶圆供应恢复‧KESM科技料上升
23-Apr-2018 KESM @ 21st April 2018 - oldfriendsinvesting
23-Apr-2018 Semi-Conductor Peers Comparison @ 21st April 2018 - KESM, MPI, UNISEM, VITROX, INARI, GTRONIC - oldfriendsinvesting
05-Apr-2018 [转贴] [KESM INDUSTRIES BHD,继续增加生产效率] - James的股票投资James Share Investing
04-Apr-2018 下跌股:KESM科技RM16.60支撑
16-Mar-2018 Company Update – KESM Industries (BUY, Maintain) - Nicely Positioned
10-Mar-2018 KESM科技 全年料投资1.2亿
09-Mar-2018 Mplus Market Pulse - 09 Mar 2018
09-Mar-2018 KESM Industries Bhd - Expansion Spree Resumes After Hiatus
09-Mar-2018 KESM Industries - Sustained Momentum

Business Background

KESM Industries Bhd is a Malaysia-based company. It operates its business through segments that are Burn-in, Testing, and Electronic Manufacturing Services. It also provides tape and reel assembly. The company’s products are used by the semiconductor industry. Geographically, the company’s products are sold in Malaysia, the People’s Republic of China, and Other regions. The Malaysia region generates maximum revenue for the company.
Trade this stock with 3 x trading limit. Find out more.

  7 people like this.
enigmatic @sincere_analyst your speculation is based on? what proof do you have? if cakap kosong I also know how to talk la
11/10/2018 21:01
kkteng70 everyone here cakap koson. very simple theory, not up than down. 50 50 . especially now correction time. So he win, when market climb back then other side win. if you look at last 2 day market , how many counter goes green out of 900++ counter. so obviosly now he win.
12/10/2018 06:56
sincere_analyst Jump ship and go for other potential stock like G,P tech stock. This stock need to drop to $5
12/10/2018 08:46
trulyinvest Post removed. Why?
12/10/2018 19:44
feimah Kesm dive due to uncertainty coming up
1) on going trade war usa vs the rest of the world mainly china
2) slow progress in self driving technolog especially market focus on google n r tesla
3) china reported car sales drop double digit in Aug18
13/10/2018 07:47
tecpower 中國9月出口增14.5% 遠超預期 | http://www.klsescreener.com/v2/news/view/442872
8月制造业销售扬8.1% | http://www.klsescreener.com/v2/news/view/442674
13/10/2018 12:42
tecpower Oil price rally boosts electric car sales
13/10/2018 12:52
tecpower The PHLX semiconductor index was up 1.97% on Friday.
13/10/2018 12:55
hstha U.S. Reaches 1 Million Electric Vehicle Sales
October 11, 2018

Electric vehicle sales achieve new record in Norway with 45% of new cars being all-electric and 60% plug-in

KESM should promote sales in Europe as well.
13/10/2018 13:12
hstha September 2018 Plug-In Electric Vehicle Sales Soar In U.S.
13/10/2018 13:21
tecpower McKinsey & Co estimates that a hybrid EV (HEV) contains about US$900 worth of semiconductors, while a standard EV has more than US$1,000 worth.
13/10/2018 14:09
ongmari time to rebound this week, retest 15 maybe
15/10/2018 09:59
sincere_analyst in your dream !! rebound? now 13.80, this counter must drop like sai to $5 before can touch. You want burn money, then please go ahead !!
15/10/2018 11:24
TomHagen keep on accumulate..good company, share price intrinsic value (minimum) = RM19.80
15/10/2018 11:29
TomHagen sharks are actively want to flush out weak holder only
15/10/2018 11:30
klee0106 Total revenue/share + Net asset/share = RM16.41, don't think this share will drop any beyond RM13. Should be Rm15+ share, sharks are accumulating obviously.
15/10/2018 11:37
klee0106 When weak holders sold off, they enter and grab their jackpot
15/10/2018 11:38
sincere_analyst flush? 10.0 i also don't want to buy. wait for $5, those that dumb dumb hold, is really dumber.
15/10/2018 11:52
Flintstones tecpower no where to be seen
15/10/2018 11:58
klee0106 Those who called people dumb, they themselves has to be dumb first =P
15/10/2018 12:00
sincere_analyst Drop drop drop !!! Continue to drop !! Big fund run away from rubbish stock !!! Don’t be sorchai checking in to presidential suite !!!
15/10/2018 14:49
sincere_analyst See I told you it will drop more !! 13.58 now !!
15/10/2018 15:25
sincere_analyst Drop drop drop !! Let them see the consequence of taking lightly on sincere advise !!
15/10/2018 15:38
kingcobra lower lows..........
15/10/2018 15:53
PoormanTrader What a sad F stock lol
15/10/2018 16:07
jason007 If car sales drop, is a serious issue for this company
15/10/2018 16:36
Goldmann When limit down, I had given warning but too bad no one listen. I wonder where is the famous promoter tecpower? He said wrong key in transaction during limit down on 2/10/18. What the hell, He really think those trader can make this kind of mistake in trading.
15/10/2018 16:37
ivan9511 buy
15/10/2018 16:44
leekh5555 Mr. Sam Lim, Executive Chairman & Chief Executive Officer of KESM explained,
“Our result was affected by a crunch in the supply of materials and poor yields of new
devices experienced by our customers. This temporary delay hindered our expansion progress. Hence, we made a decision to hold back some of our investments, which
gave us a surplus to pay higher dividends to our shareholders.”

annoucement on 21 Sep 2018
15/10/2018 17:01
SuperPanda drop to 5.0 impossible lah, sector pe ave discounted 10%-20% still reasonable.. unless next qtr post lower profit
15/10/2018 17:12
SuperPanda if 10.0 already super bargain. so 11-12 very good buy.
15/10/2018 17:14
ivan9511 just buy n keep
15/10/2018 17:15
sincere_analyst $10 ? i better use the money cari amoi better. at least i shoot out. this counter can only consider if $5. no $5, you touch, you become salted fish.
15/10/2018 17:23
shareinvestor88 Sell , TP 5-6
15/10/2018 21:16
hstha You should know that wafer acts like buffer.

When semiconductor demand increases, wafer shortage may prevent Kesm's net profit from increasing rapidly.

When semiconductor demand decreases, wafer utilisation rate will increase, so it may prevent Kesm's profit from decreasing rapidly.

That's why it is unlikely that Kesm's net profit will decrease rapidly.,,
15/10/2018 21:20
apolloang already warned when profit down,avoid this stock.profit down not worth so much
15/10/2018 21:25
hstha 2018 Q1 net profit 11,375K, 2018 Q2 net profit 11,777K, Q3 net net profit 11,316K

In FY2018 net profit stayed around 11,000K except one quarter. This shows wafer shortage persisted throught FY2018. I forecast net profit in the next quarter announcement will be around 11,000K or better,
15/10/2018 21:31
hstha Net profit in the next quarter announcement should bel be at least 11,000K because wafer acts like buffer.
15/10/2018 21:32
SuperPanda $5 can get but after split 1:3.. he he
15/10/2018 21:40
SuperPanda i wud start to load at pe12
15/10/2018 21:43
hstha I'm not worrying about Kesm much. Vehicle Electrification has been progressing rapidly. Its valuation is very low compared to other semiconductor stocks.
15/10/2018 21:56
Goldmann Still collect below 10.
15/10/2018 22:54
hstha You can affect the stock price for a short-term, not for a long-term,
15/10/2018 23:02
hstha check the JHM stock price. It is still high. They sell automotive LED products.
15/10/2018 23:27
kitainvest Tech companies are overpriced. Asia's tech companies will follow Nasdaq trends, if Nasdaq is in the downward, we shall see same trends here.

Kita Invest Sharing Group

15/10/2018 23:35
hstha You are wrong, Malaysian tech stocks move different from nasdaq due to the value of USDMYR.
15/10/2018 23:43
chen_hong The market is badly affected because the USA market isn't possible, it is important to follow risk ma management strategies. For technical as well as fundamental analysis, whtp me 601157940369
16/10/2018 00:39
hstha At least you should know how you make money...


Oct 16, 2018 12:43 AM | Report Abuse

No doubt, the KLSE market isn't stable yet but it is important to do proper analysis to find the right entry price. For live market picks & TP, whatsp me 601157940369


Oct 16, 2018 12:41 AM | Report Abuse

Market isn't stable, for live market picks, fundamental and technical analysis whatsapp me 601157940369


Oct 16, 2018 12:39 AM | Report Abuse

The market is badly affected because the USA market isn't possible, it is important to follow risk ma management strategies. For technical as well as fundamental analysis, whtp me 601157940369
16/10/2018 00:46
TomHagen I bet those naysayers will keep silent and be away from this forum once the price pick up later in Nov/ Dec.
16/10/2018 08:44
sincere_analyst today break $13 to be on track slumping to $5 !! rubbish counter.
16/10/2018 09:45


168  84  397  1545 

Top 10 Active Counters
 YONGTAI 0.67+0.045 
 GLOTEC 0.035-0.005 
 FOCUS 0.16+0.005 
 HIBISCS 1.26+0.04 
 HSI-C3V 0.205+0.02 
 HIBISCS-WC 0.585+0.03 
 PWORTH 0.045+0.005 
 DGSB 0.05-0.01 
 NOVAMSC 0.165+0.005 
 TOPGLOV-C39 0.125+0.01 
Partners & Brokers