Kesm is the best semiconductor stock due to minimal forex exposure.

KESM is CIMB's top pick now.
Monday, 19 Feb 2018

“We downgrade Inari to Hold in view of the strong share price performance in the past 12 months and earnings pressure from forex volatility. We replace Inari with KESM as our top pick due to its attractive growth prospects in automotive and minimal forex exposure,” it said.

21.30 today?

Oil price up on strong demand, Saudi comments | http://www.klsescreener.com/v2/news/view/346749

Apple is a multi year high. haha

https://finance.yahoo.com/quote/AAPL/
27/02/2018 00:47

Wow. Apple is a multi year high.

https://finance.yahoo.com/quote/AAPL/

Anzo's Trade receivables increased from 8,433,774 to 34,648,328 compared to 31
March 2017. Other receivables, deposits & prepayments increased from 10,658,848 to 77,012,927.
Revenue is only increased when receivables are converted into cash inflows through a collection.

TOTAL ASSETS increased from 55,468,948 to 156,371,592.

TOTAL LIABILITIES decreased from 13,477,732 to 9,562,990.

Timber product manufacturing's revenue is less than 10% of Anzo's total revenue.

http://www.malaysiastock.biz/Company-Announcement.aspx?id=1016945
https://klse.i3investor.com/blogs/sinchew_company_story/141735.jsp

Buy! It is likely to surge after the next QR announcement!

MMS Ventures sees better results on higher sales

https://www.thestar.com.my/business/business-news/2018/01/15/mms-ventures-sees-better-results-on-higher-sales/#CMLGd1AQpy4JPtXd.99

Apple is near a multi year high.

https://finance.yahoo.com/quote/AAPL/

apple is near a multi year high.

https://finance.yahoo.com/quote/AAPL/

US semiconductor index has been very bullish.
https://finance.yahoo.com/quote/%5ESOX/components/

The company has business dealings with virtually all the American semiconductor manufacturers.
http://www.kesmi.com/activities.html

Kesm's stock price should be more linked to the US semiconductor index than other Malaysian semiconductor stocks are due to the above fact.

Oil hits nearly 3-wk high as Saudi Arabia to keep output well below cap | http://www.klsescreener.com/v2/news/view/346333

Bullish expectations continue for FBM Small Cap Index, says RHB Retail Research | http://www.klsescreener.com/v2/news/view/346407

Accounts Receivable News: Construction Companies Wait Longer Than Ever to Get Paid

Sageworks recently released data that reveals contractors waited on average 80 DAYS to get paid for their work, which was up from 58 days in 2009. Behind them are engineers and architects who wait 73 days to get paid (along with the rest of the housing industry).
http://blog.fundinggates.com/2012/04/accounts-receivable-news-construction-companies-wait-get-paid/

I expect KESM's net profit will be up around 30% QoQ.

Pentamaster's net profit was up 33% QoQ.

Pentamaster's net profit was up 33% QoQ.

Buy DNEX brefore the next QR announcement!

DNeX wins two-year contract to supply directional drilling equipment to Baker Hughes
http://www.theedgemarkets.com/article/dnex-wins-twoyear-contract-supply-directional-drilling-equipment-baker-hughes

Buy MMSV before the next QR announcement.

KLCI to tick higher, defend 1,860-level | http://www.klsescreener.com/v2/news/view/346145

KLCI to tick higher, defend 1,860-level | http://www.klsescreener.com/v2/news/view/346145

Philadelphia Semiconductor Index (SOX)

+2.19%

nice

Philadelphia Semiconductor Index (SOX)

+2.19%

haha

https://www.cnbc.com/video/2018/02/22/consolidation-is-a-story-driving-semiconductor-stocks-analyst.html

https://www.cnbc.com/video/2018/02/22/consolidation-is-a-story-driving-semiconductor-stocks-analyst.html

FGV 4Q earnings decline 32% to RM76.57m http://www.theedgemarkets.com/article/fgv-4q-earnings-decline-32-rm7657m

Positive view continues for FBM Small Cap Index, says RHB Retail Research http://www.theedgemarkets.com/article/positive-view-continues-fbm-small-cap-index-says-rhb-retail-research

Genting Singapore posts 29% decline in 4Q earnings to S$134m http://www.theedgemarkets.com/article/genting-singapore-posts-29-decline-4q-earnings-s134m

FBM Small Cap Index likely to test 16,969 peak, says RHB Retail Research | http://www.klsescreener.com/v2/news/view/345085

Vitrox posts higher Q4 earnings | http://www.klsescreener.com/v2/news/view/345163

"The results that have been announced so far were actually quite positive, but surprisingly there are still companies that have yet to release their results with about four trading days left in the month," Ching added.

"The results that have been announced so far were actually quite positive, but surprisingly there are still companies that have yet to release their results with about four trading days left in the month," Ching added.

21.5 tomorrow

Lead Story: 10 stocks that are a good bet for a pre-election rally

Dagang NeXchange Bhd

Formerly known as TIME Engineering Bhd, DNeX is helmed by low-profile executive deputy chairman Datuk Samsul Husin.

However, the former civil servant is said to be politically well connected. He had joined the Accountant General’s office in 1987 and spearheaded various projects — from the enforcement of accounting procedures to designing new systems to enhance financial management reporting, according to filings with Bursa Malaysia.

In 2013, Samsul led Censof Holdings Bhd in taking over a 45.03% controlling interest in DNeX (then known as TIME Engineering) from Khazanah Nasional Bhd. The company ventured into the oil and gas sector in 2014, shortly before crude oil prices collapsed.

DNeX holds the concession from the Royal Malaysian Customs Department to operate and maintain the National Single Window (NSW) ecosystem, which is its breadwinner. It is also the service provider for the Home Ministry’s eWork Permit System.

DNeX is not as big as MyEG Services Bhd but it should not be ignored as a candidate for the pre-election rally.

http://www.theedgemarkets.com/article/lead-story-10-stocks-are-good-bet-preelection-rally

Morgan Stanley: Not too late join the election rally | http://www.klsescreener.com/v2/news/view/344597

The US semiconductor index was bullish yesterday

PHLX Semiconductor index was up 1.76% yesterday. When
semiconfuctor stocks are bullish, market sentiment is risk on.

Dollar index up, the US PHLX Semiconductor up, haha

http://www.theedgemarkets.com/article/klci-stay-lacklustre-stay-above-1850level

Wow! US semiconductor rally!
https://finance.yahoo.com/quote/%5ESOX/components/

Wow! US semiconductor rally!
The US semiconductor index has been bullish as well.
https://finance.yahoo.com/quote/%5ESOX/components/

Dow slides more than 200 points as Walmart shares tank 9%
As of 10:35 a.m. ET, the 30-stock index had pulled back 215 points.

Today the Dow is down, but Nasdaq is up due to the very bullish
US PHLX Semiconductor index.

PHLX Semiconductor (^SOX)
https://finance.yahoo.com/quote/%5ESOX/components/

PHLX Semiconductor (^SOX)
https://finance.yahoo.com/quote/%5ESOX/components/

The US PHLX Semiconductor is very bullish, and USD had rebounded.

It's good for MMSV!

What's the correlation coefficient of the Dow and the stock price of Kesm? It must be very low!

PHLX Semiconductor (^SOX)
https://finance.yahoo.com/quote/%5ESOX/components/

The US PHLX Semiconductor is very bullish, and USD had rebounded.

It's good for KESM.

The US semiconductor index has been very very bullish.
https://finance.yahoo.com/quote/%5ESOX/components/

Today Nasdaq is up due to very bullish semiconductor stocks.

KESM is likely to hit 21.00 tomorrow.

Today Nasdaq is up becvause of very bullish semiconductor stocks.

The US semiconductor index has been bullish as well.
https://finance.yahoo.com/quote/%5ESOX/components/

Today Nasdaq is up becvause of very bullish semiconductor stocks.

The US semiconductor index has been bullish as well.
https://finance.yahoo.com/quote/%5ESOX/components/