Oil hovers near three-year high despite rising US output | http://www.klsescreener.com/v2/news/view/330703

O&G counters expected to stay upbeat for at least the first quarter of 2018, says analyst | http://www.klsescreener.com/v2/news/view/330361

Lead Story: 10 stocks that are a good bet for a pre-election rally | http://www.klsescreener.com/v2/news/view/330411

US stocks end at records again, extending rally http://m.thesundaily.my/node/518625

US stocks end at records again, extending rally http://m.thesundaily.my/node/518625

Equities Weekly: Risk-on sentiment carries on into the new year | http://www.klsescreener.com/v2/news/view/330127

Equities Weekly: Risk-on sentiment carries on into the new year | http://www.klsescreener.com/v2/news/view/330127

http://m.themalaymailonline.com/money/article/bursa-malaysia-to-trade-higher-next-week1

https://www.marketwatch.com/investing/index/sox

The US semiconductor index rebounded nicely.

The US semiconductor index was bullish yesterday.

New York, NY -- (SBWIRE) -- 01/12/2018 -- Summary

The Global Automotive Electronics market is estimated at $184.4 billion in 2015 and is expected to reach $380 billion by 2022 growing at a CAGR of 10.8% from 2015 to 2022.



Read more: http://m.digitaljournal.com/pr/3621462#ixzz541Kf5yLf

Texas Instruments were up 1.85% yesterday.
https://finance.yahoo.com/quote/TXN/

Buy Kesm!

2018 CIMB (small cap)' s top pick : KESM

https://www.bnn.ca/oil-rises-as-russia-says-crude-supplies-still-imbalanced-1.966026

KESM扩大资本开销．迈向智能工厂 | http://www.klsescreener.com/v2/news/view/329697

不排除收购

针对KESM科技是否会进行收购计划，林信赐认为，一旦适合的机会出现，该公司也不排除此可能性。而马币近期转强，他表示，暂时并未对该公司带来影响。

Don't sell the stock when nothing fundamentally is wrong.

專注精明工廠升級　科儀維持成長步伐 | http://www.klsescreener.com/v2/news/view/329389

KESM Industries sees 2018 another good year http://m.thesundaily.my/node/518127

專注精明工廠升級　科儀維持成長步伐 | http://www.klsescreener.com/v2/news/view/329389

The next QR announcement must be very good.

KESM Industries sees 2018 another good year http://m.thesundaily.my/node/518127

KESM科技增加投资打造智能工厂 | http://www.klsescreener.com/v2/news/view/329215

E&E counters among top losers after Samsung Electronics profit guidance disappoints http://www.theedgemarkets.com/article/ee-counters-among-top-losers-after-samsung-electronics-profit-guidance-disappoints

It's better to invest in Kesm as they focus on automotive application.

Strong 2017 and firmer 2018 seen for semicon equipment industry, says SEMI chief | http://www.klsescreener.com/v2/news/view/328321

Strong 2017 and firmer 2018 seen for semicon equipment industry, says SEMI chief | http://www.klsescreener.com/v2/news/view/328321

https://klse.i3investor.com/servlets/fdnews/243621.jsp

Good

https://klse.i3investor.com/servlets/fdnews/243621.jsp

https://klse.i3investor.com/servlets/fdnews/243621.jsp

I realised that regarding KESM its PBT tells more about their growth story than its net profit does as the variance of PBT is smaller. Its net profit is not very reliable.

The below is the transition of their PBT.

11,172-->11,602 (up 3.8% QoQ) ->12,251 (up 5.6% QoQ)->12,818 (up 4.6% QoQ)->13,454 (up 5% QoQ)

All figures in '000 unless specified.

Average: (3.8+5.6+4.6+5)/4= 4.75 (%)
Last QR :5%

After calculating the average increase rate of PBT QoQ, I reached a conclusion that the last QR has nothing wrong.

There is nothing to show that KESM's growth story has to make a course correction

KLCI falls, pausing for breath after strong gains | http://www.klsescreener.com/v2/news/view/328097

Just profit taking

Oil extends gain above US$62 as U.S. crude stockpiles seen falling | http://www.klsescreener.com/v2/news/view/328059

Firmer ringgit and crude oil to be in focus, KLCI to hold on to gains | http://www.klsescreener.com/v2/news/view/327743

The US semiconductor index is bullish today. Buy MMSV today.

The US semiconductor index is bullish today. Buy Kesm today

Encouraging start for FBM Small Cap in 2018, says RHB Retail Research | http://www.klsescreener.com/v2/news/view/327493

Potential construction sector rally ahead of general elections: Judging from the past trading patterns, we expect construction stocks to perform well in the run-up to the upcoming general elections.

Potential construction sector rally ahead of general elections: Judging from the past trading patterns, we expect construction stocks to perform well in the run-up to the upcoming general elections.

http://m.themalaymailonline.com/money/article/bursa-bull-run-to-continue-next-week

Great

http://m.themalaymailonline.com/money/article/bursa-bull-run-to-continue-next-week
Good

2018 Broker's top pick

Semiconductor stocks

KESM
Unisem
Inari


https://klse.i3investor.com/blogs/kianweiaritcles/143271.jsp

2018 Broker's top pick.

Semiconductor stocks

KESM
Inari
Unisem

https://klse.i3investor.com/blogs/kianweiaritcles/143271.jsp

2018 Broker's top pick

Semiconductor stocks

KESM
Inari
Unisem

https://klse.i3investor.com/blogs/kianweiaritcles/143271.jsp

Our Activities

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

2018 CIMB (small cap)' s top pick : KESM

why?

1. Malaysian stocks are very bullish. KLCI was up 0.81%.
2. Global semiconductor sales in November 2017 were at their highest at US$37.7 billion (RM151.11 billion) (+21.5% year-on-year [y-o-y], +1.6% month-on-month [m-o-m]).
Broad-based double-digit growth continued to be observed across all regions. The strongest was recorded by the Americas (+40.2% y-o-y)

CIMB (small cap): KESM

Emerging stocks roar into 2018 with best weekly gains since July | http://www.klsescreener.com/v2/news/view/326909

Global Equities: Bull market to continue in 2018 | http://www.klsescreener.com/v2/news/view/326691

KLCI's performance was the worst in emerging countries in 2017, so it has been trying to catch up with stocks the rest of the world.

I always check if stocks have been overbought or not in the long-run and in the short-run.

If any stock has been overbought in the short-run, not in the long-run, there would be no need to worry about it.

Investors sense opportunities in Big Oil — but mind the gap http://www.theedgemarkets.com/article/investors-sense-opportunities-big-oil-—-mind-gap

Kesm has many customers in the US. Buy Kesm. The next QR announcement must be very good.