see innari and gtronic their pe , eps. 1 qr of kesm already more the their whole yr. what make Kesm less worth then them? smart phone is saturated market. smart car industry is new and explosives growing market. I fully agree with paperplane sifu.

kintungtai@gmail.com, thanks

once qr out, I believe there will no more rm7 sales.

optimus, just help me to ask the CEO if you me him.
On the Jul, Aug revenue.
The forecast revenue of last two quarters.
The strategy on the price decline of solar cell.
thanks

for the past 3 yr, these were fastestic quarter.

in the history, there were only two times qr hit 10million. if this time happen again, price will fly toward to 10.

OK, hope to hear some information from the CEO.

Hope above give some references. At the end, it is depend on TS how to run the business with challenging environment.

http://pv.energytrend.com/pricequotes.html
this much telling for price.

http://www.greentechmedia.com/articles/read/solar-pv-prices-to-fall-below-1.00-per-watt-by-2020
here you are .

http://www.pv-tech.org/
English page here.

Even those China make solar were trying to use Malaysia as a middle channel to export to Europe, they also facing of investigate by eu. Only local truth manufacturers in Malaysia are not subjected to the price regulation.
http://www.pv-tech.cn/news/eu_china_solar_dispute_threatens_to_spill_over_into_new_countries

Malaysia manufacturer are excluded the so call minimum price to Europe and US. I think why TS has more advantages compare to all those China manufacturer. Unless China manufacturer had set up facilities in south east Asia , then they have same advantages with TS.

http://www.pv-tech.cn/news/jinkosolar-officially-withdraws-from-eu-anti-dumping-minimum-price-agreemen
China solar suppliers to Europe market are subjected to minimum price.

http://www.pv-tech.cn/m
A lot of solar news you may read here.

compare all semi conductor sector, Kesm is still very cheap. it is hard to find semi conductor sector with low PE as this.

http://ir.trinasolar.com/mobile.view?c=206405

The Top 10 PV module manufacturers ranking list for 2015

1. Trina Solar
2. Canadian Solar
3. JinkoSolar
4. JA Solar
5. Hanwha Q CELLS
6. First Solar
7. Yingli Green
8. SFCE
9. ReneSola
10. SunPower Corp

This is good news.

no risk no glory. 富贵险中求。

q at 7.6 to try my luck

sentiment of market no so good.

I expect it will fly this afternoon follow sunright.

Seem like Singapore side know the qr much earlier then us.

陈炎，they are fundamental, technical and speculator in every where. We just have to filter and digest all the info we received.

on the cost of investment, what do you want to bring up?

I start accumulate when it was 4.2, till today I still buying.

Kesm worth more then 10. I confident. Don't worry. Otherwise I will not add.

Even a good counter, you still may facing risk. Timing and pricing risk. Means you may buy at high price and wrong timing. I do not consider bad counter, because bad counter even you buy at low price also high risk.

Usually , should split few enter point in case price drop.

You only enter 1 time only?

I add a bit today

Articles on 15 Aug 16, at thestar.com.my

KUALA LUMPUR: Affin Hwang Capital Research has initiated coverage of KESM with a buy rating and target price of RM11 based on 12 times its calendarised 2017E EPS, for upside potential of 58%.

It said on Monday it sees solid growth prospects for KESM in the automotive space, where there is a strong working relationship with customers and expansion into the testing business. These should drive a three-year-forward earning sper share (EPS) compounded annual growth rate of 35%.

The research house also said the other factors were its hands-on and forward-looking management team.

Although valuation comparables are limited as competitors are mainly integrated device manufacturers (IDM), closest peer Trio-Tech in the US trades at a 14 times 2016E EPS.

“KESM also trades on average at a 56% discount to automotive-related IDMs’ 2016E PE of 20.7x. Thus, at a 2017E PER of eight times, valuation looks attractive. Our target price of RM11 (12 times calendarised 2017E EPS) offers 58% upside,” it said.

To recap, Affin Hwang Capital Research said KESM recorded a strong 2012-15 EPS CAGR of 32%.

“We believe the solid growth is sustainable, underpinned by focused growth in the automotive business and margin expansion from improved product mix and growth in the high-margin testing business.

“Hence, despite the 34% stock price outperformance ytd, we think valuations remain attractive and expect a continued PE re-rating,” it said.

The research house said KESM provides a good proxy to the stable and growing automotive semiconductor segment, in our view. With strong growing demand for electronics for vehicles, from safety to infotainment and autonomous vehicles, and it believes KESM is in the right segment to benefit from an automotive structural growth story.

“We see several re-rating catalysts for the stock, including a strong earnings upcycle and PE expansion, as awareness on the stock remains low and institutional holdings are limited,” it said.

yah, volume is weak.

People start line up, today will hit 8 again and continue heading to 9 hopefully.

Vsolar, check for it.

just added some today.

correction done, all the way up.

Even with current price and PE only at 10. Still very attractive. I stay and aim for big moon.

this week lah

good sharing, hui.

qr will be out soon.

kesm's customer are electronic manufacturer for car industrial and kesm do not sell directly to and car manufacturer. I believe china car industrial has nothing impact to kesm.

As far as I know, kesm is providing burn in and testing service for semi conductor and processor chip. Especially now a day , our car industrial are getting more advance and smart, included self driving or driverless car, they even need more processor chip to be in-cooperate into the control system. The demand of chips are growing.

As far I know from the explanation from Kelvin and the comment from British; TS fundamental is remain same as now, only growing speed might slower. Estimate of eps 17 to 19 are unchange for this year.

well said British, erkongseng. PE 10 is too conservative.

when people scare, you should greedy. when people greedy, you should scare.

Demand of renewable energy like solar is growing. This cause everyone jump into this business. Short term they are over supply. Now everyone started to reduce production, some even close down completely. For me, it is not a bad news at all. The incompatitive player will be flush out, until the supply and demand is balance again. Sooner the price will also recover. Take how long, maybe 1 month or few months. As long as TS stay in business, the production engine will run full speed again. I am neutral if you have different view point.

this is also to give opportunity of new comer to buy this counter. the average price of the investor is getting higher and higher, this is the tactic.