Time to buy semiconductor stocks.

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

PHLX Semiconductor index was up 1.42% on Wednesday. very bullish
USDMYR is expected to rebound.

The chip stocks are gearing up for a make-or-break moment this week: Trader
https://www.cnbc.com/2018/05/08/chip-stocks-gearing-up-for-a-make-or-break-moment-this-week-trader.html

The chip stocks are gearing up for a make-or-break moment this week: Trader
https://www.cnbc.com/2018/05/08/chip-stocks-gearing-up-for-a-make-or-break-moment-this-week-trader.html

The PHLX Semiconductor Index was up 0.73% yesterday.
https://finance.yahoo.com/quote/%5ESOX/components/

US semiconductor stocks have been very bullish.

USD/MYR is nearly 3.95

Apple is an 'amazing' company with best profit potential in tech, Bill Gates says
https://www.cnbc.com/2018/05/07/apple-is-an-amazing-company-says-bill-gates.html

Apple is an 'amazing' company with best profit potential in tech, Bill Gates says

https://www.cnbc.com/2018/05/07/apple-is-an-amazing-company-says-bill-gates.html

The PHLX semiconductor index was up 2.31% on Friday.
The PHLX Semiconductor Sector was up 0.91% on Monday.

Very bullish

The PHLX Semiconductor Sector was up 0.91% yesterday.

China to invest USD 47 bln in semiconductor industry - report
https://www.telecompaper.com/news/china-to-invest-usd-47-bln-in-semiconductor-industry-report--1243132

Wall Street Is Dead Wrong on Semiconductor Stocks
https://moneymorning.com/2018/05/07/wall-street-is-dead-wrong-on-semiconductor-stocks-this-one-could-jump-77/

The PHLX semiconductor index is bullish today as well!

Too undervslued.The stock price should be at least over 17.5.

Chip Sales Running 20% Above 2017 Pace
https://www.eetimes.com/document.asp?doc_id=1333249

Wow, the PHLX semiconductor index was up 2.31% on Friday.

Dow rallies more than 250 points as Apple leads tech higher
https://www.cnbc.com/2018/05/04/us-stock-futures-dow-earnings-trade-talks-and-nonfarms-on-the-agenda.html

Chip Sales Running 20% Above 2017 Pace
https://www.eetimes.com/document.asp?doc_id=1333249

Average target price 19,9 MYR
http://www.4-traders.com/KESM-INDUSTRIES-BERHAD-24007912/

China's largest IC foundry to set up fund to invest in semiconductor sector
http://www.xinhuanet.com/english/2018-05/04/c_137156215.htm

Nasdaq 100 Rallies After-Hours on Facebook, Chipmaker Earnings
https://www.bloomberg.com/news/articles/2018-04-25/nasdaq-100-rallies-after-hours-on-facebook-chipmaker-earnings

Nasdaq 100 Rallies After-Hours on Facebook, Chipmaker Earnings
https://www.bloomberg.com/news/articles/2018-04-25/nasdaq-100-rallies-after-hours-on-facebook-chipmaker-earnings

https://www.bloomberg.com/news/articles/2018-04-25/nasdaq-100-rallies-after-hours-on-facebook-chipmaker-earnings

Nasdaq 100 Rallies After-Hours on Facebook, Chipmaker Earnings

16,5 today?

Nasdaq 100 Rallies After-Hours on Facebook, Chipmaker Earnings

Semiconductor stocks, the subject of much hand-wringing lately, were buoyed by a better-than-expected revenue forecast from AMD, which rallied 9 percent, and positive comments from Qualcomm on demand from China. Chipmakers Nvidia and Micron Technology also rose.

https://www.bloomberg.com/news/articles/2018-04-25/nasdaq-100-rallies-after-hours-on-facebook-chipmaker-earnings

Nasdaq 100 Rallies After-Hours on Facebook, Chipmaker Earnings
https://www.bloomberg.com/news/articles/2018-04-25/nasdaq-100-rallies-after-hours-on-facebook-chipmaker-earnings


Semiconductor stocks, the subject of much hand-wringing lately, were buoyed by a better-than-expected revenue forecast from AMD, which rallied 9 percent, and positive comments from Qualcomm on demand from China. Chipmakers Nvidia and Micron Technology also rose.

China, Hong Kong stocks rally as Beijing vows to hit economic targets | http://www.klsescreener.com/v2/news/view/370321

Oversold. Sunright was down 0.64% today. Kesm is an automotive semiconductor stock. It has little to do with iphones.

North Korea 'halts missile and nuclear tests', says Kim Jong-un
http://www.bbc.com/news/world-asia-43846488

North Korea 'halts missile and nuclear tests', says Kim Jong-un
http://www.bbc.com/news/world-asia-43846488

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

What Is The Baltic Dry Index Telling Us About Industrial Commodities?
https://seekingalpha.com/article/4109337-baltic-dry-index-telling-us-industrial-commodities

Average daily earnings for capesizes, which typically transport 170,000-180,000 tonne cargoes such as iron ore and coal, were up $2,045 at to $13,665.
https://www.marinelink.com/news/capesize-sixweek-baltic436572

Wow, Baltic Dry Index was up 6.84% yesterday.
https://www.bloomberg.com/quote/BDIY:IND

Wow, Baltic Dry Index was up 6.84% yesterday.
https://www.bloomberg.com/quote/BDIY:IND

U.S. auto sales jumped in March: GM, Fiat Chrysler, Toyota increase
https://www.usatoday.com/story/money/cars/2018/04/03/u-s-auto-sales/480980002/

Malaysian car sales do not matter.haha

Two large Chinese ingot and wafer makers have announced bold plans to expand their capacities beyond anything seen to date.

At the end of February, Zhonghuan Semiconductor Chairman and General Manager Shen Haoping braved the bitter cold to personally inspect the installation of new monocrystalline ingot furnaces at the company’s factory in Inner Mongolia, nestled between the Blue Mountains and the Hetao Plateau.

https://www.pv-magazine.com/2018/04/14/the-weekend-read-chinas-monocrystalline-boom/

Sunright was down only 1.23% yesterday. Buy Kesm.

wafer supply shortage was recognized last year.
But Kesm's net profit increased 12% YoY. the analyst does not know if wafer supply shortage will improve or not. But he forecasts it will not improve by the end of Q3 and that it will improve after that. That kind of forecast is without any reasonable bases.

Sunright was down 1,23% today. Today investors overreacted.

It said the prolonged wafer supply shortage was a downside risk, while potential accelerating recovery in wafers supply was an upside risk to its call.

Read more at https://www.thestar.com.my/business/business-news/2018/04/18/kesm-sees-rm37m-erased-after-downgrade/#bHT4sXEJFtZy8Sd5.99

Silicon wafer production capacity last year wasn’t enough to meet supply and demand across several IC segments, particularly memory components and discrete semiconductors, which resulted in component shortages and extended lead times. Wafer capacity is now forecast to increase over the next two years, which will lessen supply constraints and stabilize pricing as more capacity is brought online.
https://epsnews.com/2018/02/22/component-shortages-will-ease-wafer-capacity-grows/

Just an analyst's forecast. How many forecasts exist?

CIMB Equities Research downgraded it from Add to Hold with a lower RM19.60 target price from RM22.
Read more at https://www.thestar.com.my/business/business-news/2018/04/18/telcos-banks-weigh-on-klci-kesm-top-loser-after-downgrade/#yjkdU8EeYmPw4DBV.99

PHLX Semiconductor Sector was up 1.89% yesterday. very bullish
https://www.marketwatch.com/investing/index/sox

PHLX Semiconductor Sector was up 1.89% yesterday. very bullish
https://www.marketwatch.com/investing/index/sox

Bullish bias still intact for FBM Small Cap Index, says RHB Retail Research http://www.theedgemarkets.com/article/bullish-bias-still-intact-fbm-small-cap-index-says-rhb-retail-research

The Baltic Dry Index has been recovering.
https://www.bloomberg.com/quote/BDIY:IND

Iron Ore And The Baltic Dry Index - Barometers For The Global Economy
https://seekingalpha.com/article/4086795-iron-ore-baltic-dry-index-barometers-global-economy

The Baltic Dry Index (BDI) is a tool that I like to employ when measuring demand for raw materials.
https://seekingalpha.com/article/4109337-baltic-dry-index-telling-us-industrial-commodities

The Baltic Dry Index (BDI) is a tool that I like to employ when measuring demand for raw materials.
https://seekingalpha.com/article/4109337-baltic-dry-index-telling-us-industrial-commodities

The Baltic Dry Index has been recovering.
https://www.bloomberg.com/quote/BDIY:IND

Iron Ore And The Baltic Dry Index - Barometers For The Global Economy
https://seekingalpha.com/article/4086795-iron-ore-baltic-dry-index-barometers-global-economy