半導體銷售持續火紅　科技領域前景仍光明 | https://www.klsescreener.com/v2/news/view/465760

China says it'll quickly implement trade agreements with US | https://www.klsescreener.com/v2/news/view/465432

Malaysia records highest trade surplus as exports surge in October | https://www.klsescreener.com/v2/news/view/465618

半導體銷售持續火紅　科技領域前景仍光明 | https://www.klsescreener.com/v2/news/view/465760

半導體銷售持續火紅　科技領域前景仍光明 | https://www.klsescreener.com/v2/news/view/465760

Global semicon sales up 12.7% y-o-y in October to US$41.8b, says SIA
...

https://www.klsescreener.com/v2/news/view/465340

Global semicon sales up 12.7% y-o-y in October to US$41.8b, says SIA | https://www.klsescreener.com/v2/news/view/465340

https://www.thestar.com.my/business/business-news/2018/12/04/december-historically-positive-for-klci-says-cimb-research/

Trump says China will cut tariffs on American cars

The PHLX demiconductor index was very bullish yesterday.

Great!

Kesm's net profit was low, but it is in a condition, where it will only get better. Net profit margin of 3.24% was unusually low (multi-year low)

If it had not plunged before, limit down might happen, but it has already plunged. That means the bad QR has been already priced in.

I don't think it will drop much.The bad QR has been already priced in. That's why the stock price plunged before.

MIKROMB (0112) YoY -81.26%
https://klse.i3investor.com/servlets/stk/fin/0112.jsp

https://themalaysianreserve.com/2018/01/12/kesm-upgrade-plants-smart-factories/

Supermax Management revealed that the company will be undertaking a two-pronged approach to propel Supermax’s growth going forward, that is, rebuilding and replacement of old production facilities, and adding new capacity via building new plants.

Apple iPhone supplier Foxconn planning deep cost cuts | https://www.klsescreener.com/v2/news/view/460078

Nasdaq rebounded.

Today's Apple's movement is a typcial dead cat bounce.

It's time to buy undervalued stocks like Kesm now. Growth stocks with high P/E like Inari may suffer fromprice correction in the near future.

Don't buy any growth stocks with high P/E like Inari now. They may suffer from price correction in the near future..Focus on undervalued stocks like Kesm now.

The next QR announcement will be made this Friday. Buy Kesm by then.

Price to Book Ratio 5.1752

Huge room to drop

No growth is expected for a year.

Sell Inari and buy Kesm. Automotive semiconductor is still good because a demand for vehicle electrification has been surging.

The Phlx semiconductor index was up 0.15% yesterday. It is likely near a bottom. Kesm's QR announcement will be made this Friday.

Bad news

https://iphone.appleinsider.com/articles/18/11/20/goldman-sachs-sees-apple-stock-stagnant-for-a-year-slashes-estimate

TP 0.3

Apple was down 4.78% yesterday. Correction has been taking place.

https://asia.nikkei.com/Business/Markets/Nikkei-Markets/Asian-stocks-slide-as-demand-worries-hurt-Apple-suppliers

Apple iPhone demand concerns continue with Goldman slashing its target on iPhone XR weakness, pushing down chips and Apple's supply chain.

At least a 10% drop is expected for Inari tomorrow.

Don't buy any growth stocks with a high P/E now. Correction is likely to happen.

https://www.thestreet.com/investing/stocks/apple-extends-slump-after-wsj-reports-production-order-cuts-for-new-iphone-suite-14785493

Apple has been plunging again now.

P/E Ratio11.77
Bloomberg (BEst) P/E Ratio9.8086
Bloomberg (BEst) PEG Ratio--
Shares Outstanding43.01M
Price to Book Ratio1.2983
Price to Sales Ratio1.3232
1 Year Return-43.33%
30 Day Avg Volume168,833
EPS0.91
Bloomberg (BEst) EPS Curr Yr1.0970
Dividend1.72%
Last Dividend Reported0.06
Earnings Announcement for Period Ending Q4/2018:11/23/2018
https://www.bloomberg.com/quote/KESM:MK

https://sg.finance.yahoo.com/news/cheapest-stocks-singapore-stock-market-044014000.html

Sunright

The next QR announcement will be made next week.

https://www.cnbc.com/video/2018/11/16/trump-says-the-us-may-not-need-more-tariffs-on-china-.html

Today 12.5?

The Phlx semiconductor index was up 3.34% yesterday.

Kesm has been stable for the past three days. It is likely to surge soon.

http://www.klsescreener.com/v2/news/view/456816

D and O green, Kesm, Inari

null | http://www.klsescreener.com/v2/news/view/456816
Inari, Key Asic, Globetronics, Kesm

Oil price plunged

USDMYR will be going up haha

Wow, WTI 57.77

不受贸易战影响．马太平洋3天涨18% | http://www.klsescreener.com/v2/news/view/456044

wow, automotive semiconductor stocks are very promising!

CAGR of 13.1% from 2018 to 2023!!!



DALLAS, Nov. 12, 2018 (GLOBE NEWSWIRE) -- According to a new market report published by Lucintel, the future of the global automotive semiconductor market looks promising with opportunities for passenger cars, commercial, and electric vehicles. The global automotive semiconductor market is expected to reach an estimated $67.5 billion by 2023 with a CAGR of 13.1% from 2018 to 2023. The major growth drivers for this market are increasing vehicle production, increasing electronic content per vehicle, and growing demand for advanced vehicle safety and comfort systems.


https://globenewswire.com/news-release/2018/11/12/1649392/0/en/Global-automotive-semiconductor-market-is-expected-to-reach-67-5-billion-by-2023.html

Automotive semiconductor stocks are very promising.
https://globenewswire.com/news-release/2018/11/12/1649392/0/en/Global-automotive-semiconductor-market-is-expected-to-reach-67-5-billion-by-2023.html

DALLAS, Nov. 12, 2018 (GLOBE NEWSWIRE) -- According to a new market report published by Lucintel, the future of the global automotive semiconductor market looks promising with opportunities for passenger cars, commercial, and electric vehicles. The global automotive semiconductor market is expected to reach an estimated $67.5 billion by 2023 with a CAGR of 13.1% from 2018 to 2023. The major growth drivers for this market are increasing vehicle production, increasing electronic content per vehicle, and growing demand for advanced vehicle safety and comfort systems.