IC Insights raises semiconductor capex growth forecast for 2018
IC Insights has revised upward its semiconductor industry capex growth forecast for 2018 to 14% from 8%. The industry capital spending is also forecast to exceed US$100 billion for the first time in 2018, according to the research firm.
https://www.digitimes.com/news/a20180522PR202.html

China Supports Local Semiconductor Firms By Adding Them To Government Procurement List
https://www.chinamoneynetwork.com/2018/05/23/china-supports-local-semiconductor-firms-by-adding-them-to-government-procurement-list

PENTA: Earnings Continued to Grow
http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=18834

Buy semiconductor stocks now!

“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
.

“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


Change your investmentstrategy now. Index-linked stocks are not good buy now.
Buy undervalued technology stocks now.

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

4,00 is just around the corner. Buy tech stocks now!

KLCI falls 0.92% as index-linked blue chips skid

“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-chips-skid

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


Change your investmentstrategy now. Index-linked stocks are not good buy now.
Buy undervalued technology stocks now.

KLCI falls 0.92% as index-linked blue chips skid

“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-chips-skid

Change your investmentstrategy now. Index-linked stocks are not good buy now.
Buy undervalued technology stocks now.

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

The PHLX Semiconductor was up 0.56% yesterday. The US semiconductor index does not have an immediate impact on Malaysian semiconductor stocks, but it will have an impact on Malaysian semiconductor stocks later,so don't ignore the performamce of the PHLX Semiconductor index.

China Slashes Auto Import Tariffs as Trump's Trade Push Gets Big Early Win
https://www.thestreet.com/markets/china-slashes-auto-import-tariffs-as-trump-s-trade-push-gets-big-early-win-14596825

automotive semiconductor -- MPI and Kesm (pentamaster)

https://www.thestreet.com/markets/china-slashes-auto-import-tariffs-as-trump-s-trade-push-gets-big-early-win-14596825
China Slashes Auto Import Tariffs as Trump's Trade Push Gets Big Early Win

automotive semiconductor stock -- MPI and Kesm

China will cut the tariff to around 13.8%, the Ministry said, from the current level of 25%, while reducing the levy on imported car parts to 6% from 10%, in an effort to open the market further to foreign competition. The reductions will take effect on July 1, the Ministry said in a statement..

https://www.thestreet.com/markets/china-slashes-auto-import-tariffs-as-trump-s-trade-push-gets-big-early-win-14596825

automotive semiconductor stock -- MPI and Kesm

China will cut the tariff to around 13.8%, the Ministry said, from the current level of 25%, while reducing the levy on imported car parts to 6% from 10%, in an effort to open the market further to foreign competition. The reductions will take effect on July 1, the Ministry said in a statement..

https://www.thestreet.com/markets/china-slashes-auto-import-tariffs-as-trump-s-trade-push-gets-big-early-win-14596825

automotive semiconductor stock -- MPI and Kesm

Malaysia to review mega projects — Azmin http://www.theedgemarkets.com/article/govt-review-mega-projects-—-azmin

Today the Phlx semiconductor index is very bullish. Semiconductor breakout

Today Malaysian semiconductor stocks were bullish.
-------------------------

Pentamaster +4.05%
Inari + 2.37%
Vitrox +2.33%
Unisem + 5.24%
MPI + 9.01%
Globetronics +1.38%
KESM -0.12%

Today Malaysian semiconductor stocks were bullish.
-------------------------
Inari + 2.37%
Vitrox +2.33%
Pentamaster +4.05%
Unisem + 5.24%
MPI + 9.01%
Globetronics +1.38%
KESM -0.12%

Today Malaysian semiconductor stocks were bullish.
-------------------------
Vitrox +2.33%
Inari + 2.37%
Pentamaster +4.05%
Unisem + 5.24%
MPI + 9.01%
Globetronics +1.38%
KESM -0.12%

Today Malaysian semiconductor stocks were bullish.

Vitrox +2.33%
Inari + 2.37%
Pentamaster +4.05%
Unisem + 5.24%
MPI + 9.01%
Globetronics +1.38%
KESM -0.12%

Tomorrow Kesm can hit 18.00.

Micron leads chip stocks higher after U.S. puts China trade war 'on hold'
https://www.marketwatch.com/story/micron-leads-chip-stocks-higher-after-us-puts-china-trade-war-on-hold-2018-05-21

Why US Semiconductor Stocks Are Poised to Rally
May 21, 2018 — 7:33 AM EDT
https://www.investopedia.com/investing/why-us-semiconductor-stocks-are-poised-rally/

Buy semiconductor stocks!

Why US Semiconductor Stocks Are Poised to Rally
https://www.investopedia.com/investing/why-us-semiconductor-stocks-are-poised-rally/

UPDATE 2-Japan's exports accelerate in April as volumes rise, outlook positive
https://www.cnbc.com/2018/05/20/reuters-america-update-2-japans-exports-accelerate-in-april-as-volumes-rise-outlook-positive.html

April FY19 kick starts with robust 17.44% sales growth for auto sector
https://auto.economictimes.indiatimes.com/news/industry/april-fy19-kick-starts-with-robust-17-44-sales-growth-for-auto-sector/64105949

UK Plug-In Electric Car Sales Increased By 37% In Apri
https://insideevs.com/uk-plug-in-electric-car-sales-increased-by-37-in-april/

5 Chip Stocks Set to Soar as Trump Keeps Trade War on Hold
https://www.zacks.com/stock/news/304327/5-chip-stocks-set-to-soar-as-trump-keeps-trade-war-on-hold

Why US Semiconductor Stocks Are Poised to Rally
https://www.investopedia.com/investing/why-us-semiconductor-stocks-are-poised-rally/

Wow, the stock price is likely to move up to 20.00 soon.

First Quarter 2018 Silicon Wafer Shipments Increase Quarter-Over-Quarter to Record Level
Milpitas, Calif. — May 14, 2018 — Reaching their highest recorded quarterly level ever, worldwide silicon wafer area shipments jumped to 3,084 million square inches during the first quarter 2018, a 3.6 percent increase over fourth quarter 2017 area shipments of 2,977 million square inches and a 7.9 percent rise over first quarter 2017 shipments, according to the SEMI Silicon Manufacturers Group (SMG) in its quarterly analysis of the silicon wafer industry.

"Global silicon wafer shipment volumes started the year at historic levels,” said Neil Weaver, chairman SEMI SMG and Director, Product Development and Applications Engineering of Shin-Etsu Handotai America. “As a result, silicon shipments, like device shipments, are positioned to be strong this 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. The highly engineered thin round disks are produced in various diameters (from one inch to 12 inches) and serve as the substrate material on which most semiconductor devices or "chips" are fabricated.

All data cited in this release includes polished silicon wafers, including virgin test wafers and epitaxial silicon wafers, as well as non-polished silicon wafers shipped by the wafer manufacturers to end users.

The Silicon Manufacturers Group acts as an independent special interest group within the SEMI structure and is open to SEMI members involved in manufacturing polycrystalline silicon, monocrystalline silicon or silicon wafers (e.g., as cut, polished, epi, etc.). The purpose of the group is to facilitate collective efforts on issues related to the silicon industry including the development of market information and statistics about the silicon industry and the semiconductor market.

http://www.semi.org/en/first-quarter-2018-silicon-wafer-shipments-increase-quarter-over-quarter-record-level

China Rebar Price rebounded nicely.
http://www.sunsirs.com/uk/prodetail-927.html

Today most Malaysian steel stocks were up.

Wall Street climbs on easing U.S.-China trade tensions
https://www.reuters.com/article/us-usa-stocks/wall-street-climbs-on-easing-us-china-trade-tensions-idUSKCN1IF1HI

Semiconductor cycle likely to remain strong this year. http://www.businesskorea.co.kr/news/articleView.html?idxno=22252

Today most Malaysian semiconductor stocks surged. The PHLX semiconductor index has been extremely bullish recently. Semiconductor rally is coming.

Today most Malaysian semiconductor stocks surged. The PHLX semiconductor index has been extremely bullish recently. Semiconductor rally is coming.

Semiconductor cycle likely to remain strong this year. http://www.businesskorea.co.kr/news/articleView.html?idxno=22252

Wow, the PHLX semiconductor index has been extremely bullish recently. Tomorrow KESM can hit 18.60.

Semiconductor cycle likely to remain strong this year
http://www.businesskorea.co.kr/news/articleView.html?idxno=22252

Wow, today Phlx semiconductor index is extremely bullish. Semiconductor rally is coming.

Today most Malaysian semiconductor stocks surged.

Today most Malaysian semiconductor stocks surged.

On Monday many foreign funds are expected to sell Malaysian large caps. At the same time they are going to sell ringgit and buy USD. That's why USDMYR is expected to rise dramatically.

https://www.nst.com.my/business/2018/05/368459/short-term-pain-long-te...

CIMB Investment Bank said foreign investors may reduce their weighting in Malaysia due to short-term uncertainties.

“As such, banking stocks that have never seen foreign inflows in recent months may be negatively impacted. Constructions sector too will be negatively impacted as big projects may be reviewed,” the research house said.

“Consumer stocks however could gain from potential goods and services tax abolishment and minimum wage hike. Exporters may also gain due to their limited exposure to the domestic market,” it said.

----
----

https://www.nst.com.my/business/2018/05/368459/short-term-pain-long-term-gain-malaysia-stock-market-analysts

----
----

CIMB Investment Bank said foreign investors may reduce their weighting in Malaysia due to short-term uncertainties.

“As such, banking stocks that have never seen foreign inflows in recent months may be negatively impacted. Constructions sector too will be negatively impacted as big projects may be reviewed,” the research house said.

“Consumer stocks however could gain from potential goods and services tax abolishment and minimum wage hike. Exporters may also gain due to their limited exposure to the domestic market,” it said.

https://www.nst.com.my/business/2018/05/368459/short-term-pain-long-term-gain-malaysia-stock-market-analysts

IMB Investment Bank said foreign investors may reduce their weighting in Malaysia due to short-term uncertainties.

“As such, banking stocks that have never seen foreign inflows in recent months may be negatively impacted. Constructions sector too will be negatively impacted as big projects may be reviewed,” the research house said.

“Consumer stocks however could gain from potential goods and services tax abolishment and minimum wage hike. Exporters may also gain due to their limited exposure to the domestic market,” it said.

-----------------

CIMB Investment Bank said foreign investors may reduce their weighting in Malaysia due to short-term uncertainties.

“As such, banking stocks that have never seen foreign inflows in recent months may be negatively impacted. Constructions sector too will be negatively impacted as big projects may be reviewed,” the research house said.

“Consumer stocks however could gain from potential goods and services tax abolishment and minimum wage hike. Exporters may also gain due to their limited exposure to the domestic market,” it said.

-----------------

https://www.nst.com.my/business/2018/05/368459/short-term-pain-long-term-gain-malaysia-stock-market-analysts

https://www.nst.com.my/business/2018/05/368459/short-term-pain-long-term-gain-malaysia-stock-market-analysts

CIMB Investment Bank said foreign investors may reduce their weighting in Malaysia due to short-term uncertainties.

“As such, banking stocks that have never seen foreign inflows in recent months may be negatively impacted. Constructions sector too will be negatively impacted as big projects may be reviewed,” the research house said.

“Consumer stocks however could gain from potential goods and services tax abolishment and minimum wage hike. Exporters may also gain due to their limited exposure to the domestic market,” it said.

CIMB Investment Bank said foreign investors may reduce their weighting in Malaysia due to short-term uncertainties.

“As such, banking stocks that have never seen foreign inflows in recent months may be negatively impacted. Constructions sector too will be negatively impacted as big projects may be reviewed,” the research house said.

“Consumer stocks however could gain from potential goods and services tax abolishment and minimum wage hike. Exporters may also gain due to their limited exposure to the domestic market,” it said.
https://www.nst.com.my/business/2018/05/368459/short-term-pain-long-term-gain-malaysia-stock-market-analysts

CIMB Investment Bank said foreign investors may reduce their weighting in Malaysia due to short-term uncertainties.

“As such, banking stocks that have never seen foreign inflows in recent months may be negatively impacted. Constructions sector too will be negatively impacted as big projects may be reviewed,” the research house said.

“Consumer stocks however could gain from potential goods and services tax abolishment and minimum wage hike. Exporters may also gain due to their limited exposure to the domestic market,” it said.

https://www.nst.com.my/business/2018/05/368459/short-term-pain-long-term-gain-malaysia-stock-market-analysts

Time to buy semiconductor stocks.

The PHLX semiconductor index has been extremely bullish recently.
USDMYR is likely to rebound.

Time to buy semiconductor stocks.

The PHLX semiconductor index has been extremely bullish recently.
USDMYR is likely to rebound.