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2019-06-07 09:17 | Report Abuse
Kenanga upgrades KESM to Market Perform, TP to RM7
"We also draw some comfort from KESM’s sturdy balance sheet with net cash standing at RM118m as at end-3Q19 (up from RM116m at end-2Q19), positioning the group well to weather through the momentary market softness.
"The group is currently working on new product qualifications for end-products such as car cameras and sensors for park-assist," it said.
WOW, new product car cameras and sensors.... big news... and kenanga UPGRADED
2019-06-06 10:31 | Report Abuse
retards dompeilee and shareinvestor88...u post a lot of shit.. like no friends or no place to go to in hari raya...
some of u can also see dompeilee face on some video he post.. let me know what u think
of his face & how he talks...i let u all conclude, whether it looks retarded? haha
2019-06-05 12:01 | Report Abuse
What u retards like dompeilee and shareinvestor88 say wont influence the share price..
It depends on the big players..
2019-06-05 08:47 | Report Abuse
Latest qtr still profit making is not bad already...around $2mil profit...compare to some other company which already make losses amid trade war..
Many expect it to report loss...so there cld be rebound next few months once order normalised amid trade war impact....
Company still look strong .. with ample cash backing of $180 million or $4.50 dollar share...
Now its asset per share is $8 plus..
So u get the asset and business for free at current price of $7.
Its trading below book value..
2019-06-05 02:43 | Report Abuse
Still a profitable company..latest qtr also msking profit...
Cash and short-term deposits improved by 5% or RM8.2 million, from RM177.6 million to RM185.8
million..!
Excellent balance sheet..
2019-05-22 07:14 | Report Abuse
Bright future in auto industry...
https://www.cnbc.com/2019/05/21/jeff-bezos-to-employees-very-excited-about-auto-industry.html
2019-05-09 21:53 | Report Abuse
Penta bonus issue again...many become very rich
2019-05-07 11:41 | Report Abuse
if u look at penta... now 4.12..bullish..there is no problem at all with semiconductor sector..
kesm need to go climb back to where it use to be...
2019-04-18 18:06 | Report Abuse
today penta run up to rm 4.1 one of its highest level.. and the rest just follow suit...up..
penta is the best in the world, while the rest is 2nd or 3rd which also go up but slower
2019-04-17 22:58 | Report Abuse
Nxt agm anyone attend shld just ask the sg ceo ....are they going to buyback shares? They have $189 mil...cash
Can use some of that cashpile to slowly buyback 10% of total share.. only wld cost them~ $33 mil...imao ..
2019-04-17 11:11 | Report Abuse
well msia mkt like others is affected by the trade war and nothing else..
once trade war over, it wld recover
2019-04-16 16:12 | Report Abuse
The company has $189 million in cash...
that's translates to about ~RM 4.70 per share..
so if the company just use some of that cash pile to do share buy back... they share wouldnt be at this low..
2019-04-16 14:46 | Report Abuse
Hopes of luring back global investors to a battered stock market are dimming by the day for Malaysia's government.
The benchmark FTSE Bursa Malaysia KLCI Index is down 14 per cent from a record in May 2018 and it's the worst major market in the world so far this year, having slipped 3.5 per cent. That's even amid a rally in global equities spurred by the Federal Reserve's dovish pivot and a potential trade deal between the US and China. The gloomy outlook for Malaysian stocks isn't likely to end anytime soon, says Samsung Asset Management Co.
"Malaysia will likely disappoint over the next year because since the new government came in power in May 2018, it has been lowering public debt with fiscal tightening," said Alan Richardson, a regional fund manager at Samsung Asset in Hong Kong. "This will be the theme from May 2018 to May 2020".
Euphoria about Malaysian stocks has faded after almost one year since Mahathir Mohamad's surprise election victory in May, as the new administration struggled to clean up government inefficiencies and corruption. Unfulfilled campaign promises partly due to the legacy it inherited have also hurt its popularity. The new administration last month lowered its 2019 economic growth forecast and has been on an austerity drive to rein in its budget deficit.
2019-04-08 01:48 | Report Abuse
Nothing to worry about if u are long term investor... cimb is short term investor ie they are talking about 2nd half of year period lol ..
By then if trade war over.. they will upgrade all counter.
2019-04-04 07:05 | Report Abuse
Wall Street up, US chip stocks surge on trade deal hopes
Read more at https://www.thestar.com.my/business/business-news/2019/04/04/wall-street-up-us-chip-stocks-surge-on-trade-deal-hopes/#ul3QkyX0u5Cx5K55.99
2019-03-22 09:33 | Report Abuse
micron : "worst of a profit-draining downturn in semiconductor demand is over"...
this is a very positive signal as usually micron is very conservative in outlook..
2019-03-22 08:51 | Report Abuse
SAN FRANCISCO: Chip stocks surged to a record high after comments from Micron Technology Inc. further boosted investors’ confidence that the worst of a profit-draining downturn in semiconductor demand is over.
The Philadelphia semiconductor index rose 3.9 percent to 1,447 at 2:33 p.m. in New York. A close at that level would exceed the previous record high on March 12, 2018. The 30-member industry benchmark has bounced back 35 percent from its December low.
Read more at https://www.thestar.com.my/business/business-news/2019/03/22/chip-stocks-surge-to-record-as-worst-of-bleeding-appears-over/#DZcbDgjCARkqOVqd.99
2019-03-16 16:21 | Report Abuse
Well mkt is fwd looking and US and europe chipmakers shares are going up despite their not so good results as they expect US-china trade deal..
Kesm is impacted by trade war btw trump and china , so its customer become very cautious and order on demand rather than keeping an inventory...
Once a trade deal is reach btw donald duck and Xi jinping, customers may more aggresive
In inventory restocking , earnings may jump up again..anyway, kesm is trading close to its asset value..of around $8++
Its a chance to buy cheap if u believe by Q4 2019 or beyond, the profit will back to boom time..and semiconductor will be needed in all new cars and autonoumous vehicle...is the future..
Even its parent sunright is very cheap now...those with spare cash can shop now when prices are at peanuts level...
For some, this drop is what we hope for ..so can buy cheap... :>
2019-03-16 12:50 | Report Abuse
PUBLISHED FRI, MAR 15 2019 • 2:57 AM EDT UPDATED FRI, MAR 15 2019 • 12:38 PM EDT
Chloe Taylor
European markets close week higher; chip makers best performers
Market focus is largely attuned to global trade developments, as sentiment improved on a report that more progress has been made in talks between the world’s two largest economies.
2019-03-13 23:37 | Report Abuse
This counter can make few rounds..buy when it drop ... sell when it go back up..
Easy money..
2019-03-13 18:13 | Report Abuse
i tangkap some ikan.. this morning.. so adalah untung sikit sikit..
2019-03-13 16:21 | Report Abuse
anyone manage to tangkap ikan at 8.00 this morning... now can sell at 8.60... cantik..
2019-03-13 16:11 | Report Abuse
well pls don't buy kesm & if u have share u can sell.. nobody cares lol..
2019-03-13 12:02 | Report Abuse
aiyah.. anyway they have a few hundred million in cash...that alone is worth $4 to $5..and if asset included its probably around $8++...
right now is already $8++..... its priced at bomb up levels.... lol
2019-03-13 11:50 | Report Abuse
i think its just an over reaction.. by next year when the earnings normalized, it will go up again..
2019-03-12 22:36 | Report Abuse
Its already factored in and expected..
Ceo already say its temporary only.. next year maybe back to normal..
2019-02-26 15:10 | Report Abuse
well actually they are looking further ahead... ie this next qtr results also might not be good...but its expected...
the ceo expect better results in 2nd half 2019 once/if the trade war is over....ie.. US and China likely to sign a deal by march or april...2019
2019-02-25 23:38 | Report Abuse
Anyone realised its almost $10 again lol..
2019-02-21 15:07 | Report Abuse
so do not panic if next qtr result is also not as good as same qtr last year, as it is expected...
thats why now its trading at half price compared to last year same qtr..
2019-02-21 14:49 | Report Abuse
Remember it was $22++ a while back, and drop to low $8, now rebound to $9++..
the ceo has also said he expect the drop in volume(revenue) to be temporary temporary, recovery in 2nd half 2019...
But dont expect so much in the next 1 or 2 qtrs financial results.. but beyond that should be ok...
http://www.theedgemarkets.com/article/trade-war-temporary-impact-testing-volume-%E2%80%94-kesm
2019-02-14 15:03 | Report Abuse
there is a silent majority that still support PH Tun M (PPBM) and Anwar (PKR), and DAP.
there is no problem between anwar and Tun M.
2019-02-12 16:38 | Report Abuse
i think kwap has been buying...and everyone knows kwap is a big fish and can move things to above $10 easily...
2019-02-12 10:43 | Report Abuse
this is good news.. we need japan industrial and manufacturing technology which can create more jobs..
2019-02-11 16:52 | Report Abuse
can curi some ayam.. i think easily the ayam can go up to above $10.. if the sentiment is good like now...
2019-02-11 16:37 | Report Abuse
if follow KWAP...
KWAP is buying some kesm shares lately.. its now at discount lvl
2019-02-11 16:16 | Report Abuse
back to $9 ++........ wow....yahooooooooo..
2019-02-09 11:53 | Report Abuse
Buy and wait for a recovery towards $10..
2019-01-14 11:19 | Report Abuse
they want to take ang pau from the customer
2019-01-14 11:13 | Report Abuse
cny the rooms are super expensive... its like they want to ketuk the customer..
2019-01-11 15:26 | Report Abuse
dompeilee ... sunright at current price looks attractive?
2019-01-09 21:22 | Report Abuse
Jgn jealous..lol when go up ..senyap shj..mcm budak kecil
2019-01-08 14:27 | Report Abuse
dompeilee...how bout sunright......
sunright now also at basement price level...?
2019-01-08 09:08 | Report Abuse
*Sincere_Analyst*(The Best Analyst) ..jangan jealous...lol..
2019-01-07 18:23 | Report Abuse
this counter today limit up yeah... +80 sen... i think long term wise it remains robust...
and analyst already said after 2H 2019 , the demand might pickup again..
Stock: [KESM]: KESM INDUSTRIES BHD
2019-06-07 10:56 | Report Abuse
both retards, dompeilee and shareinvestor88 must be dissapointed that it didn't drop much..
Kenanga "UPGRADED" kesm as it is "Rolling out new products such as car cameras' and sensors.." and with strong cash backing.