Vitrx -0.9%
Globetronics 0%
Pentamaster - 1.40%
Unisem 0%
MPI - 1.88%
KESM -5.19%

Globetronics 0%
Vitrx -0.9%
Pentamaster - 1.40%
Unisem 0%
MPI - 1.88%
KESM -5.19%

Kesm holders overreacted on Tuesday.

Tuesday

Globetronics 0%
Vitrx -0.9%
Pentamaster - 1.40%
Unisem 0%
MPI - 1.88%
KESM -5.19%

Kesm is likely to rebound on Wednesday

Amazon could 'take Google to the cleaners' in retail search with a $20 billion ad business, analyst says
https://www.cnbc.com/2018/04/03/amazon-ad-business-could-be-20-billion-by-2020-analyst-says.html

US-China trade war is a 'very low probability,' says top market strategist
Scott Wren, a senior global equity strategist at Wells Fargo Investment Institute, says worries of a U.S.-China trade war are overblown. Instead, he expects to see renegotiation.
Wren did worry about the White House's proposed tariffs on China for alleged intellectual property theft, and anticipated "some give" in the technology stocks as a result — considering such companies' large lines of business in China.
Elizabeth Gurdus
Published 13 Hours Ago
CNBC.com

US-China trade war is a 'very low probability,' says top market strategist

https://www.cnbc.com/2018/04/02/top-market-strategist-us-china-trade-war-is-a-very-low-probability.html

US-China trade war is a 'very low probability,' says top market strategist
https://www.cnbc.com/2018/04/02/top-market-strategist-us-china-trade-war-is-a-very-low-probability.html

Kesm does not export any semiconductor. It offers burn in and testing services, so the impact of a possible trade war is likely to be small.

Emerging Markets Get Thumbs Up After Staring Down Tough Quarter
https://www.bloomberg.com/news/articles/2018-04-01/emerging-markets-get-thumbs-up-after-staring-down-tough-quarter

Emerging Markets Get Thumbs Up After Staring Down Tough Quarter
https://www.bloomberg.com/news/articles/2018-04-01/emerging-markets-get-thumbs-up-after-staring-down-tough-quarter

产品需求走扬 ‧ 伟特销售或写新高 | http://www.klsescreener.com/v2/news/view/361243

nice

Kesm has business dealings with various American semiconductor manufacturers. The Company has operations in Malaysia and the People's Republic of China. The Company's subsidiaries include KESP Sdn Bhd, KESM Test (M) Sdn Bhd and KESM Industries (Tianjin) Co., Ltd.

Start buying the stock on Monday. No more huge selling pressure!

China March Factory Gauge Rebounds as Export Demand Recovers
https://www.bloomberg.com/news/articles/2018-03-31/china-factory-gauge-jumps-in-march-services-remain-robust

OSAT股超卖　打开逢低买进大门
http://www.orientaldaily.com.my/s/237075

OSAT股超卖　打开逢低买进大门
http://www.orientaldaily.com.my/s/237075


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

Singapore sees Asia as silver lining amid US-China trade war
https://www.bloombergquint.com/global-economics/2018/03/27/singapore-sees-asia-as-silver-lining-amid-u-s-china-trade-war

It's about time to rebound

With the U.S. and China engaging in a tariff-slapping exchange, this might seem a terrible time for that most growth-sensitive of asset classes, commodities.

Investors shouldn’t be too pessimistic.

https://www.wsj.com/articles/a-trade-war-might-be-a-commodities-buying-opportunity-1522136662

A Trade War Might Be a Commodities Buying Opportunity
Oil and metals would probably take a big hit initially. But industrial metals in particular might benefit from China’
https://www.wsj.com/articles/a-trade-war-might-be-a-commodities-buying-opportunity-1522136662

Asean markets climb, Vietnam at record high | http://www.klsescreener.com/v2/news/view/358653

Semiconductor stocks turned in some of the market's best performances on the day, driving the Philadelphia Semiconductor Index up by 4.24 percent.

Its net profit will be double easily.

Gap up on Monday!

Treasury Secretary: Stock Declines on Tariffs Just Temporary

Breaking news!!

1. U.S. Treasury Chief Sees No ‘Big Impact on the Economy’ From Trade Actions

2. Treasury Secretary: Stock Declines on Tariffs Just Temporary

Breaking news

1. Treasury Secretary: Stock Declines on Tariffs Just Temporary

2. U.S. Treasury Chief Sees No ‘Big Impact on the Economy’ From Trade Actions

Paper tigers? US and China in dispute over tariffs but trade war looks remote
https://www.theguardian.com/business/2018/mar/25/us-china-trade-tariffs-paper-tigers

https://www.cnbc.com/2018/03/23/heres-what-warren-buffett-says-to-do-when-the-market-tanks.html

Here’s what Warren Buffett says to do when the market tanks
https://www.cnbc.com/2018/03/23/heres-what-warren-buffett-says-to-do-when-the-market-tanks.html

US’ sanctions plan on China has minimal impact on Malaysia | http://www.klsescreener.com/v2/news/view/357229

US’ sanctions plan on China has minimal impact on Malaysia | http://www.klsescreener.com/v2/news/view/357229

KLCI to trade range bound, hurdle seen at 1,881 | http://www.klsescreener.com/v2/news/view/357263

N.American semicon makers posted global billings of US$2.41 billion in February, says SEMI | http://www.klsescreener.com/v2/news/view/357275

Oil rises to three week high on Mideast tensions, Venezuela concerns | http://www.klsescreener.com/v2/news/view/356169

Steel stocks poised for re-rating | http://www.klsescreener.com/v2/news/view/356133

Steel stocks poised for re-rating | http://www.klsescreener.com/v2/news/view/356133

The stock price dropped for one month twice as much as it should do.

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

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

Stronger Semiconductor 2018 Than Previously Forecast
In a move reminiscent of the continual upward revisions to semiconductor market forecasts that characterized 2017, market watcher IC Insights has increased its forecast for semiconductor industry growth this year to 15 percent from a previous projection of 8 percent.

HEHE
https://www.eetindia.co.in/news/article/18031503-stronger-semiconductor-2018-than-previously-forecast

Stronger Semiconductor 2018 Than Previously Forecast
In a move reminiscent of the continual upward revisions to semiconductor market forecasts that characterized 2017, market watcher IC Insights has increased its forecast for semiconductor industry growth this year to 15 percent from a previous projection of 8 percent.

HAHA
https://www.eetindia.co.in/news/article/18031503-stronger-semiconductor-2018-than-previously-forecast

https://www.eetindia.co.in/news/article/18031503-stronger-semiconductor-2018-than-previously-forecast
Stronger Semiconductor 2018 Than Previously Forecast


15 March 2018

In a move reminiscent of the continual upward revisions to semiconductor market forecasts that characterized 2017, market watcher IC Insights has increased its forecast for semiconductor industry growth this year to 15 percent from a previous projection of 8 percent.

Stronger Semiconductor 2018 Than Previously Forecast


15 March 2018

In a move reminiscent of the continual upward revisions to semiconductor market forecasts that characterized 2017, market watcher IC Insights has increased its forecast for semiconductor industry growth this year to 15 percent from a previous projection of 8 percent.

https://www.eetindia.co.in/news/article/18031503-stronger-semiconductor-2018-than-previously-forecast

Stronger Semiconductor 2018 Than Previously Forecast
https://www.eetindia.co.in/news/article/18031503-stronger-semiconductor-2018-than-previously-forecast

15 March 2018

In a move reminiscent of the continual upward revisions to semiconductor market forecasts that characterized 2017, market watcher IC Insights has increased its forecast for semiconductor industry growth this year to 15 percent from a previous projection of 8 percent.

Every bad scenario has been priced in with the current price.

The PHLX Semiconductor Sector was flat yesterday.
https://www.marketwatch.com/investing/index/sox

Top Glove earnings could be flattish quarter-on-quarter | http://www.klsescreener.com/v2/news/view/353287