North American semi equipment industry posts strong December billings

26 January 2018
North America-based manufacturers of semiconductor equipment posted US$2.39 billion in billings worldwide in December 2017 (three-month average basis), according to SEMI. The billings figure is 16.3% higher than the revised November 2017 level of US$2.05 billion and 27.7% above the December 2016 billings level of US$1.87 billion.
https://www.digitimes.com/news/a20180126PR200.html

The US semiconductor index was up 3.26%. Very bullish. It is close to a multi-year high. Buy semiconductor stocks on Monday! Semiconductor rally is coming.
https://www.marketwatch.com/investing/index/sox

North American semi equipment industry posts strong December billings

26 January 2018
North America-based manufacturers of semiconductor equipment posted US$2.39 billion in billings worldwide in December 2017 (three-month average basis), according to SEMI. The billings figure is 16.3% higher than the revised November 2017 level of US$2.05 billion and 27.7% above the December 2016 billings level of US$1.87 billion.
https://www.digitimes.com/news/a20180126PR200.html

Buy semiconductor stocks on Monday! Semiconductor rally is coming.
KESM's next QR announcement must be vey good.

KESM is principally involved in specialized electronic manufacturing activities. More specifically, the company is engaged in providing burn-in services. The company has business dealings with virtually all the American semiconductor manufacturers.
http://www.kesmi.com/activities.html

North American semi equipment industry posts strong December billings

26 January 2018
North America-based manufacturers of semiconductor equipment posted US$2.39 billion in billings worldwide in December 2017 (three-month average basis), according to SEMI. The billings figure is 16.3% higher than the revised November 2017 level of US$2.05 billion and 27.7% above the December 2016 billings level of US$1.87 billion.
https://www.digitimes.com/news/a20180126PR200.html

Buy semiconductor stocks on Monday! Semiconductor rally is coming.

The US semiconductor index was up 3.26%. Very bullish. It is close to a multi-year high. Buy semiconductor stocks on Monday! Semiconductor rally is coming.
https://www.marketwatch.com/investing/index/sox

The US semiconductor index was up 3.26%. Very bullish. It is close to a multi-year high. Buy semiconductor stocks on Monday! Semiconductor rally is coming.
https://www.marketwatch.com/investing/index/sox

The US semiconductor index was up 3.26%. Very bullish. It is close to a multi-year high. Buy MMSV on Monday!
https://www.marketwatch.com/investing/index/sox

Intel Corp. surged to a 17-year high after giving an upbeat quarterly and annual sales forecast, signaling optimism that demand will persist even as the industry scrambles to fix vulnerabilities in its PC and server chips.

The strength on Wall Street reflects a positive reaction to the latest earnings news, with shares of Intel (INTC) moving sharply higher after the semiconductor giant reported fourth quarter results that exceeded analyst estimates.

The strength on Wall Street reflects a positive reaction to the latest earnings news, with shares of Intel (INTC) moving sharply higher after the semiconductor giant reported fourth quarter results that exceeded analyst estimates.

The US semiconductor index is extremely bullish today. BUY KESM on Monday.

The US semiconductor index is extremely bullish today. BUY MMSV on Monday.

MMS Ventures sees better results on higher sales
Monday, 15 Jan 2018
https://www.thestar.com.my/business/business-news/2018/01/15/mms-ventures-sees-better-results-on-higher-sales/

Dagang Nexchange buying 51% stake in Genaxis for RM10 million http://m.thesundaily.my/node/521872

DNeX buys two consulting firms to strengthen e-services biz | http://www.klsescreener.com/v2/news/view/335989

Dnex

https://www.thestar.com.my/business/business-news/2018/01/26/dnex-buys-consultancy-firm/

In 2017 every semiconductor stock was a good buy, but in 2018 you need to be more selective. Buy automotive semiconductor stocks like KESM or semiconductor stocks with a low P/E like MMSV.

Though TI saw strong demand for chips used in automobiles and by industries, Chief Executive Officer Richard Templeton said the business that makes chips used in communications equipment faced soft demand.
https://www.reuters.com/article/us-texas-instrument-results/texas-instruments-revenue-growth-slowdown-rattles-investors-idUSKBN1FC2ZL?il

Annual semiconductor unit shipments (integrated circuits and opto-sensor-discretes, or O-S-D, devices) are expected to grow 9% in 2018 and top one trillion units for the first time, according to IC Insights.
https://www.digitimes.com/news/a20180126PR201.html

http://www.theedgemarkets.com/article/cover-story-can-exporters-hold-their-ground-2018

http://www.theedgemarkets.com/article/cover-story-riding-malaysias-export-heroes

0.085 is a strong support.

KESM Industries

The world’s largest independent burn-in and test service company KESM does not make chips but has shipped about a billion burn-in and test devices to its customers — semiconductor companies. Although it does not directly export products, KESM is a company to watch as it supports and sells to exporters and works closely with top semiconductor firms. Its aggressive capital expenditure into the automotive burn-in and test business could rake in returns from the growth of autonomous and smarter vehicles.

Sunright was down -1.10% today after it surged.

Cover Story: Riding Malaysia’s export heroes | http://www.klsescreener.com/v2/news/view/335321

Cover Story: Riding Malaysia’s export heroes | http://www.klsescreener.com/v2/news/view/335321

Cover Story: Can exporters hold their ground in 2018? | http://www.klsescreener.com/v2/news/view/335365

Cover Story: Exporters weigh in | http://www.klsescreener.com/v2/news/view/335363

Cover Story: Exporters weigh in | http://www.klsescreener.com/v2/news/view/335363

Brent hits US$71 first time since 2014 as dollar drops, U.S. crude inventory falls | http://www.klsescreener.com/v2/news/view/335399

The value of exports to China, Japan's largest trading partner, rose 15.8 percent year-on-year in December led by semiconductor production equipment and electronics parts, hitting a record 1.5 trillion yen ($13.62 billion).
http://www.business-standard.com/article/reuters/japan-s-record-exports-to-asia-raise-hopes-for-fourth-quarter-growth-118012400154_1.html

Auto Chip Test Issues Grow

IC Insights forecasts auto chip sales will enjoy a compound annual growth rate of 13.4% from 2016 to 2021, increasing slightly more than Internet of Things devices.

https://semiengineering.com/auto-chip-test-issues-grow/

Write a comment..Kesm is a good buy. Semiconductor stock. Its outlook is very good after the recent AGM.semiconductor rally is coming.

The US semiconductor index was up 0.76% yesterday. Very bullish

Today Malaysian stocks were bullish!

Buy semiconductor stocks tomorrow!

Vitrox +3.90%
Aemulus +2.40%
MMSV +0.00%
Pentamaster + 6.13%
Kesm + 1.51%
Visdynamics + 3.77%
Unisem +1.92%

Today Malaysian semiconductor stocks were bullish.

Vitrox +3.90%
Aemulus +2.40%
MMSV +0.00%
Pentamaster + 6.13%
Kesm + 1.51%
Visdynamics + 3.77%
Unisem +1.92%

Today Malaysian semiconductor stocks were bullish. I think MMSV will catch up with them soon. It is likely to go up at least 10% within one month.

Semiconductor & tech rally is coming. Nasdaq has been mush more bullish than the Dow recently.

The US Semiconductor index has been up for 5 consecutive business days!!

Semiconductor & tech rally is coming. Nasdaq has been mush more bullish than the Dow recently.

The US Semiconductor index has been up for 5 consecutive business days!!

Semiconductor & tech rally is coming. Nasdaq has been mush more bullish than the Dow recently.

The US Semiconductor index has been up for 5 consecutive business days!!

Semiconductor & tech rally is coming. Nasdaq has been mush more bullish than the Dow recently.

The US Semiconductor index has been up for 5 consecutive business days!

Red-hot chip stocks could see a repeat of 2017 gains
https://www.cnbc.com/2018/01/22/chipmaker-and-semiconductor-stocks-could-see-a-repeat-of-2017-gains.html

MMS Ventures sees better results on higher sales
Monday, 15 Jan 2018
https://www.thestar.com.my/business/business-news/2018/01/15/mms-ventures-sees-better-results-on-higher-sales/

Bullish momentum of Malaysian stocks likely to continue https://www.thestar.com.my/business/business-news/2018/01/23/bullish-momentum-likely-to-continue/

Bullish momentum of Malaysian stocks likely to continue https://www.thestar.com.my/business/business-news/2018/01/23/bullish-momentum-likely-to-continue/

Chip pricing trends could boost AMD, Nvidia and Micron results: analyst
https://www.marketwatch.com/story/chip-pricing-trends-could-boost-amd-nvidia-and-micron-results-analyst-2018-01-19

Texas Instruments Incorporated is very bullish today. It is up 0.88% now.
Nasdaq is very bullish as well.

Tech stocks like semiconductor stocks outperform the market greatly when global economy is very good.

Nvidia stock rises after analysts praise automotive opportunities
https://www.marketwatch.com/story/nvidia-stock-rises-after-analysts-praise-automotive-opportunities-2018-01-16

Chip pricing trends could boost AMD, Nvidia and Micron results: analyst
https://www.marketwatch.com/story/chip-pricing-trends-could-boost-amd-nvidia-and-micron-results-analyst-2018-01-19

I know very_goat used to hold DNEX. But somehow he sold DNEX when the stock price was very low. Since then he has been speaking ill of DNEX.

DNEX : oil + tech stocks > Buy!