KLSE: KESM (9334)       KESM INDUSTRIES BHD MAIN : Technology
Last Price Today's Change   Day's Range   Trading Volume
12.00   +0.30 (2.56%)  11.78 - 12.00  76,100
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Market Cap: 516 Million
NOSH: 43 Million
Avg Volume (4 weeks):76,110
4 Weeks Range:8.88 - 12.00
4 Weeks Price Volatility (%):
52 Weeks Range:6.66 - 12.00
52 Weeks Price Volatility (%):
Average Price Target: 8.17
Price Target Upside/Downside: -3.83
Stamp duty exempted for year 2020

Financial Highlight

Latest Quarter | Ann. Date 31-Oct-2019 [#1]  |  20-Nov-2019
Next QR | Est. Ann. Date: 31-Jan-2020  |  12-Mar-2020
T4Q P/E | EY: 63.23  |  1.58%
T4Q DY | Payout %: 0.50%  |  31.62%
T4Q NAPS | P/NAPS: 8.4451  |  1.42
T4Q NP Margin | ROE: 2.74%  |  2.25%


Date Subject
09-Jan-2020 KESM Industries Berhad (KLSE) #RTable - CashRich Series - YAPSS
06-Jan-2020 提供顾客增值服务‧KESM革新自动化
19-Dec-2019 Trading Stocks - KESM Industries
18-Dec-2019 Daily technical highlights – (KESM, IJM)
26-Nov-2019 Trading Stocks - KESM Industries
26-Nov-2019 Daily Technical Highlights – (SERNKOU,KESM)
21-Nov-2019 KESM Industries Bhd - Steady Start
21-Nov-2019 KESM Industries - Still Not Out of the Woods
21-Nov-2019 Mplus Market Pulse - 21 Nov 2019
05-Nov-2019 5G降临‧科技股等待回神
23-Oct-2019 Retail Strategy - Budget 2020 stimuli to drive 4Q interest
22-Oct-2019 Trading Stocks - KESM Industries
22-Oct-2019 Stocks on Radar - KESM Industries (9334)
19-Oct-2019 欧中带动汽车器材需求·科技股动力十足
18-Oct-2019 探预算案催化领域·布局年杪橱窗粉饰·7大首选股可脱颖而出
18-Oct-2019 Technology - Ride The Automotive Market Recovery
17-Oct-2019 Retail Strategy - Budget 2020 Stimuli to Drive 4Q Interest
14-Oct-2019 Budget 2020 - Engineering Inclusive Growth
07-Oct-2019 5G物联网车联网·大势所趋·科技股现转机
07-Oct-2019 Trading Stocks - KESM Industries

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.
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  7 people like this.
gemfinder Add 10.10
15/01/2020 6:32 PM
blackchicken https://www.cnn.com/2020/01/15/politics/us-china-trade-deal-phase-one-signed/index.html

Commitments include $54 billion in additional energy purchases, $78 billion in additional manufacturing purchases, $32 billion more in farm products, and $38 billion in services, according to a deal document released by the White House.

The deal could be a boost to U.S. farmers, automakers and heavy equipment manufacturers.
16/01/2020 8:34 AM
blackchicken In exchange, the United States agreed to reduce tariffs on $120 billion in Chinese products from 15% to 7.5%.
16/01/2020 8:53 AM
Kadir So...how beneficial to semicon stock, esp kesm
16/01/2020 9:32 AM
cefiro22 . tks blackchicken for sharing and spending time in this site...i listened and got some lots at 10.10 yesterday...much appreciated!
16/01/2020 11:24 AM
16/01/2020 11:25 AM
Doer Short term potential to break 11.00 and heading to 12.00.
16/01/2020 8:52 PM
gemfinder Strong
16/01/2020 9:48 PM
Kawkaw Small increase but strong.
17/01/2020 12:13 AM
Hush77 Kesm earnings shld recover fast as the big semicon company has bullish forecast this year..latest qtr earnings already showed recovery to 10cent a qtr...so nxt qtr shld be much better..
Watch also the parent sunright ...
17/01/2020 1:19 AM
Hush77 In 1 qtr , it already make 10 sen per share... so can u imagine the potential once it has several good qtrs of earnings growth... the upstream big semicon players like Tsmc, intel, amd all give bullish forecast...
17/01/2020 8:25 PM
Hush77 https://slatersentinel.com/news/2020/01/17/nxp-semiconductors-nasdaqnxpi-hits-new-12-month-high-after-analyst-upgrade.html
18/01/2020 7:21 AM
blackchicken Economist: Electric vehicles likely to be as cheap as conventional cars by 2025
18/01/2020 8:18 AM
Hush77 Yes.. nxp one of kesm customer.. analyst upgraded nxp the customer..so kesm may get more orders.. akan datang... good news ya..
18/01/2020 9:46 AM
gemfinder Nxp itu company apa
18/01/2020 9:53 AM
cefiro22 VVIP visit from NXP....to KESM...Are they not cometitors??

18/01/2020 11:32 AM
blackchicken SE Asia Stocks-Gain as solid China data fuels risk appetite; Philippines up
18/01/2020 6:49 PM
gemfinder rm12 coming
20/01/2020 9:46 AM
gemfinder YAHOOOOO
20/01/2020 3:31 PM
gemfinder WOW WOW WOW
20/01/2020 3:44 PM
gemfinder GO chase sunright
20/01/2020 3:46 PM
Hush77 sunright masih murah....
20/01/2020 8:09 PM
Kadir Hush77...agreed
20/01/2020 8:26 PM
Hush77 Yes ride the wave..expect more orders coming from its customers
20/01/2020 9:40 PM
blackchicken China won't end EV subsidies after cuts spark sales slump
21/01/2020 6:54 AM
blackchicken New Jersey & New York Push EV Purchase & Charging Incentives
21/01/2020 6:55 AM
blackchicken 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.
21/01/2020 6:57 AM
Hush77 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..
21/01/2020 7:13 AM
blackchicken Many CASE (Connected, Autonomous, Shared and Electric) projects will start around the world in 2020
21/01/2020 9:08 AM
blackchicken At CES, A CASE For The Future of Mobility
21/01/2020 9:12 AM
blackchicken Chinese tech stocks and Malaysian equities attractive
21/01/2020 12:32 PM
Hush77 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..
21/01/2020 3:56 PM
Hush77 ini kisah benar tau...bukan main main..
21/01/2020 3:57 PM
Hush77 kesm = sunright;
sunright = kesm;

kesm naik, sunright "akan" naik..

21/01/2020 4:04 PM
Kawkaw Cobaan
21/01/2020 9:18 PM
blackchicken Tesla was up 7.19% yesterday.
22/01/2020 8:41 AM
cefiro22 KESM...kiss u @ 12!
22/01/2020 4:34 PM
Hush77 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
22/01/2020 5:36 PM
Hush77 saya tak mahu cakap banyak.. yg tau kira patut tau apa yg saya cakap... hahaha
siapa yg faham boleh lah jadi kaya...

tuju langit.......!
22/01/2020 5:39 PM
blackchicken I expect the stock price will go back to around RM 20 at the end of the first half of 2020.
22/01/2020 8:27 PM
Kawkaw When next q will be exposed
22/01/2020 8:29 PM
blackchicken https://www.nasdaq.com/articles/malaysias-c.bank-cuts-key-rate-to-2.75-in-surprise-move-2020-01-22
22/01/2020 8:36 PM
Hush77 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!
23/01/2020 8:31 AM
Hush77 As long term investor like kwap.. daily movement is ok..
23/01/2020 1:14 PM
blackchicken In Japan shipments of chip-making equipment rose 25.8% in December.
23/01/2020 4:09 PM
blackchicken Texas Instruments Points to Signs of Chip Industry Revival
23/01/2020 4:10 PM
Kadir Power.. full steam ahead
23/01/2020 4:51 PM
blackchicken https://www.bloomberg.com/news/articles/2020-01-23/memory-chipmakers-spike-after-morgan-stanley-sees-pricing-gains
24/01/2020 7:27 AM
blackchicken Intel’s Big Forecast Gives Chip Bulls Reason to Celebrate
24/01/2020 9:08 AM
Hush77 Kesm $12 bro.... mmg hebat....kwap untung....pilihan yg bijak....
Sunright (saham singapura) masih 52 cent.. "akan datang" kejap lagi..tunggu durian runtuh..
24/01/2020 4:26 PM
Hush77 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.
25/01/2020 7:28 AM


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