Kwap has been accumulating Kesm.

Trump administration is looking at stock market as barometer of their success .
----
https://www.cnbc.com/video/2018/06/26/trump-administration-is-looking-at-stock-market-as-barometer-of-their-success-says-cio.html

Trump administration is looking at stock market as barometer of their success . https://www.cnbc.com/video/2018/06/26/trump-administration-is-looking-at-stock-market-as-barometer-of-their-success-says-cio.html

KWAP

Here
https://klse.i3investor.com/jsp/search/gcs.jsp?cx=partner-pub-9756443410775969%3A0256394645&cof=FORID%3A10&ie=UTF-8&q=HSR%2C+ECRL+-+IMPACT+TO+STEEL+INDUSTRY%2C+a+mere+1%25+%3F&sa=Search&siteurl=klse.i3investor.com%2Findex.jsp&ref=klse.i3investor.com%2Floginservlet.jsp&ss=0j0j1

Read an i3investor article, HSR, ECRL - IMPACT TO STEEL INDUSTRY, a mere 1% ?

Electric Car Sales Are Surging In China [Infographic]
https://www.forbes.com/sites/niallmccarthy/2018/06/01/electric-car-sales-are-surging-in-china-infographic/#58c24f5ed1f7

Sunright was up 0.69% on Friday.
https://finance.yahoo.com/quote/S71.SI/

01-Jun-2018 Insider YAM TUNKU NAQUIYUDDIN IBNI TUANKU JA'AFAR (a company director) acquired 50,000 shares at 2.100 on 31-May-2018.
01-Jun-2018 Insider YAM TUNKU NAQUIYUDDIN IBNI TUANKU JA'AFAR (a company director) acquired 50,000 shares at 2.048 on 30-May-2018.
31-May-2018 Insider DATO' LIM HONG THYE (a company director) acquired 50,000 shares at 2.038 on 30-May-2018.

Value investors should be interested in cuurent prices of steel stocks.

In the current market environment value investors have an edge over trend followers as the market is not bullish anymore.

Value investors should be interested in cuurent prices of steel stocks. A 10-20% return will be easily achieved.

MIKRO MSC BHD's P/E is high despite of continuous of bad QRs.

If you think this is temporary, you can hold the stock. I think it's temporary. Being down 48.42% YoY is the worst from FY2014 onwards.Its revenue decreased 10% QoQ, but .Its revenue had continued increasing for a long time before this happened.

Six reasons why Electric Vehicles on roads will triple in next 2 years
https://www.financialexpress.com/auto/car-news/six-reasons-why-electric-vehicles-on-roads-will-triple-in-next-2-years/1188150/

According to CIMB, Kesm' TP is 19.20 now. CIMB may not change its TP, but It may lower its TP to 18.00.

A NP Margin of 6.64% is the lowest from FY2016 to FV2018. I think its NP Margin will improve easily, so no worries. If its net profit margin has been normal, its net profit would have been down 10% or sp.

MALAYSIAN PACIFIC INDUSTRIES BHD
https://klse.i3investor.com/servlets/stk/fin/3867.jsp

Prospects
World-wide semiconductor revenue is estimated to reach USD451 billion in 2018, representing a
growth of 7.3% from USD420.4 billion in 2017. This reflects a more normal rate of growth.
The supply of materials for burn in and testing services has not been consistently smooth. Our
equipment utilisation was affected. This unexpected disruption will progressively be corrected.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5810553

NP Margin decreased abruptly to 6.64% from 12,22%. This exlains why its net profit decreased abruptly.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5810697

But its outlook may be good in the second half of the year. Look at MPI.After hitting 7.60 on 7 May, it has surged. The stock price is now MYR 10.00.

22-Feb-2017 344,947 (revenue) 4,031 (net profit)
25-May-2018 434,802 (revenue) 17,722 (net profit)

The current price is on the level the stock hit in April 2017.

wow, 0.05 is coming!

Like Inari Kesm's main market is in the US, not Malaysia...KLSE drop will not impact Kesm share prices very much.

Dow Tanks as Italy Political Crisis Rocks Markets, Financials Fall
https://www.thestreet.com/markets/stocks-tumble-amid-political-crisis-in-italy-14603193

Oil price has plunged.

Its net profit is larger than its revenue.

Its revenue decreased QoQ.

There is some difference between steel and construction stocks.

Construction stocks were overbought before GE14, while steel stocks were oversold before it, so
you don't need to sell the stock at a low price.

There is some difference between steel and construction stocks.

Construction stocks were overbought before GE14, while steel stocks were oversold before it, so
you don't need to sell the stock at a low price.

XOX, Anzo, Asia Bio --- All of the stocls have plunged. No hope

The World's Biggest Ever Semiconductor Merger May Be Back on Track, Thanks to a China Thaw

http://fortune.com/2018/05/28/qualcomm-nxp-china-regulators-trump-zte/

The next QR announcement is just around the corner.

April industrial profits rose 21.9 percent from year earlier

Profit boosted by improved margins at steel, chemical sectors

https://www.bloomberg.com/news/articles/2018-05-27/china-industrial-profit-growth-accelerates-on-improved-margins

https://www.businessinsider.sg/auto-stocks-rally-after-china-says-it-will-reduce-tariffs-2018-5/?r=UK&IR=T

Check USDMYR.

Malaysia’s debts and liabilities soar past trillion ringgit mark | http://www.klsescreener.com/v2/news/view/383585

Oil slips further below $80/bbl on talk OPEC may lift output | http://www.klsescreener.com/v2/news/view/383569

Today Sunright was up 3.52%. Sunrigh was 0.82 on 2 January. Now it is 0.74.

Compared to MPI, Kesm is much more attractive.

The next QR announcement is in one week. Average TP 19.80

But Malaysian stocks will not collapse because oil price is high.

MPI's stock price has been already high despite of a recent bad QR announcement. Why? Because outlook of Malaysian semiconductor stocks is good in the second half of the year!!

MPI's stock price has been already high despite of a recent bad QR announcement. Why? Because outlook of Malaysian semiconductor stocks is good in the second half of the year!!

Silicon wafers are the fundamental building material for semiconductors, which in turn, are vital components of virtually all electronics goods, including computers, telecommunications products, and consumer electronics.

US dollar index is bullish.
https://finance.yahoo.com/quote/DX-Y.NYB/

“Nevertheless, traders may look out for trading opportunities within the consumer and technology sectors on the back of zerorisation of the GST and weaker ringgit outlook, respectively,” it said.
http://www.theedgemarkets.com/article/klci-falls-092-indexlinked-blue-...

USDMYR 3.9825
https://www.bloomberg.com/quote/USDMYR:CUR

Nation in big semiconductor push

At least 46 big-budget semiconductor projects are scheduled to be built in China within two to three years, as part of the nation's broader push to reduce reliance on foreign chip manufacturing and design techniques, according to data compiled from local governments' key 2018 project plans.
http://www.ecns.cn/business/2018-05-23/detail-ifyuqkxh5543109.shtml