http://mymetastockjournal.blogspot.com/2018/07/outlook-for-technology-sector-seems.html?m=1

https://www.nasdaq.com/article/semiconductor-bellwether-asml-beats-forecasts-sees-momentum-growing-20180718-00155

USDMYR 4.0588

Cari: US-China hostilities not a trade war, more an ice age | http://www.klsescreener.com/v2/news/view/405883

Notice of Shares Buy Back by a Company Pursuant to Section 127 (16) of CA 2016\\

Date of buy back from 05 Jul 2018
Date of buy back to 05 Jul 2018
Currency Malaysian Ringgit (MYR)
Total number of shares purchased (units) 350,000
Minimum price paid for each share purchased ($$) 0.570
Maximum price paid for each share purchased ($$) 0.575
Total amount paid for shares purchased ($$) 200,298.81
The name of the stock exchange through which the shares were purchased Bursa Malaysia Securities Berhad
Number of shares purchased retained in treasury (units) 350,000
Total number of shares retained in treasury (units) 1,381,000
Number of shares purchased which were cancelled (units) 0
Total issued capital as diminished 0
Date lodged with registrar of companies 18 Jul 2018
Lodged by Boardroom Corporate Services (KL) Sdn Bhd
http://malaysiastock.biz/Company-Announcement.aspx?id=1073365

TRADING VOLUYME 12,626,300

The PHLX semiconductor index was up 1.47% yesterday.

Kwap has been accumulating Kesm.

16 Jul 2018 Acquired
14,000 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
13 Jul 2018 Acquired
35,500 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
09 Jul 2018 Acquired
6,700 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
05 Jul 2018 Acquired
10,300 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
02 Jul 2018 Acquired
60,700 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)

17-Jul-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 14,000 shares on 16-Jul-2018.

Today Ann Joo was up 1.55%.

Final single-tier dividend of 0.90 sen per ordinary shares
X-date 27 Jul 2018
Entitlement date 31 Jul 2018
http://malaysiastock.biz/Company-Announcement.aspx?id=1072867

China rebar price

http://www.sunsirs.com/uk/prodetail-927.html

Revised LRT3 plan positive for George Kent http://www.klsescreener.com/v2/news/view/404751

Revised LRT3 plan positive for George Kent | http://www.klsescreener.com/v2/news/view/404751

16-Jul-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 35,500 shares on 13-Jul-2018.

Annjoo and MASTEEL

Wall St. bounces back; technology, industrials lead | http://www.klsescreener.com/v2/news/view/403817

MPI was up 5.31% on Thursday.

China Plays for Time in Trade War With Subtle Shift in Rhetoric. https://www.bloomberg.com/news/articles/2018-07-12/china-plays-for-time-in-trade-war-with-subtle-shift-in-rhetoric

https://themalaysianreserve.com/2018/07/12/kesm-declares-12-5sen-dividend-for-fy18/

George Kent hits limit-up as smaller-scale LRT3 to go ahead http://www.klsescreener.com/v2/news/view/403593

George Kent hits limit-up as smaller-scale LRT3 to go ahead | http://www.klsescreener.com/v2/news/view/403593

Analysts Bullish on Chip Equipment
https://www.eetimes.com/document.asp?doc_id=1333463

China is a 'Wild Card' for Semiconductors, But Won't Slow the Industry's Roll
AI, self-driving cars and high-powered computing are driving the next huge boom in semiconductors. And not even regulatory drama can slow down the industry in the long term, analysts say.
https://www.thestreet.com/technology/china-is-a-wild-card-for-semiconductors-but-wont-slow-the-industrys-roll-14647476

http://malaysiastock.biz/Company-Announcement.aspx?id=1071900

Today MPI was up 1.60 %.

Today Pentamaster was up 0.41%.

http://malaysiastock.biz/Company-Announcement.aspx?id=1071900

Global uncertainties to weigh on ringgit, says AmResearch | http://www.klsescreener.com/v2/news/view/402795

I think Kesm has been doing well. The management at Kesm is not very optimistic, but this time it is.

KESM派发12.5仙中期股息 | http://www.klsescreener.com/v2/news/view/403159

Silicon wafer recycler goes public with high hopes for electric car boom

AIPEI -- Phoenix Silicon International, a niche provider of services for chipmakers, made its Taiwanese stock market debut on Tuesday with high hopes for demand related to electric cars and mainland China's growing semiconductor industry.

The company's shares surged more 60% from their offer price of 24.60 New Taiwan dollars after trading began Tuesday morning, hitting NT$39.8 at one point. That puts the market value of the Hsinchu-based company at more than NT$5.26 billion ($173.89 million), vastly exceeding the NT$383 million it would have raised at the offer price.

Though little known outside the semiconductor industry, Phoenix Silicon plays an essential role in the chip supply chain. The company provides wafer recycling services to top global contract chipmakers such as Taiwan Semiconductor Manufacturing Co. and United Microelectronics Corp., while its growing wafer thinning business counts automotive chip leaders like Infineon Technologies, Texas Instruments and ON Semiconductor as clients.

https://asia.nikkei.com/Business/Companies/Silicon-wafer-recycler-goes-public-with-high-hopes-for-electric-car-boom

Chip Bulls See Second-Half Comeback After Shaky 2018 Start
https://www.bloomberg.com/news/articles/2018-07-10/chip-bulls-see-second-half-comeback-after-shaky-start-to-2018

+ KESM

09 Jul 2018 Acquired
6,700 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
05 Jul 2018 Acquired
10,300 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
02 Jul 2018 Acquired
60,700 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
28 Jun 2018 Acquired
8,200 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
25 Jun 2018 Acquired
1,400 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
01 Jun 2018 Acquired
40,000 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
30 May 2018 Acquired
27,700 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
28 May 2018 Acquired
25,200 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
22 May 2018 Acquired
3,500 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
17 May 2018 Acquired
20,000 KUMPULAN WANG PERSARAAN (DIPERBADANKAN)

The PHLX Semiconductor index is very bullish

https://www.bloomberg.com/news/articles/2018-07-10/chip-bulls-see-second-half-comeback-after-shaky-start-to-2018

Chip Bulls See Second-Half Comeback After Shaky 2018 Start

Foreign sell-off of M'sia bonds, equities may be over, says UOB | http://www.klsescreener.com/v2/news/view/402523

https://m.facebook.com/story.php?story_fbid=1973207899356114&id=183843371625918&refsrc=https://m.facebook.com/183843371625918_1973207899356114&_rdr

Global Semiconductor Sales in May Increase 21 Percent Year-to-Year
https://pilotonline.com/business/jobs/article_fd2240c1-3fc2-59f6-9e65-83c1a7d7fe96.html

PHLX Semiconductor index was up 2.72% yesterday.

全球半导体销售创新高‧科技股前景向好 | http://www.klsescreener.com/v2/news/view/400431

Trends: The rise of electric vehicles | http://www.klsescreener.com/v2/news/view/400843

4利好帶動成長　科技領域前景俏秀 | http://www.klsescreener.com/v2/news/view/400997

Comfort Gloves shares drop 6.6% on weak start to FY19 | http://www.klsescreener.com/v2/news/view/397799
ー

Comfort Gloves shares drop 6.6% on weak start to FY19 | http://www.klsescreener.com/v2/news/view/397799

The current Phlx semiconductor index is still higher than the one in the beginning of 2018.

USDMYR 4.0365

China's solid industrial profits tamp trade war worries for now | http://www.klsescreener.com/v2/news/view/397635

T7 Global welcomes ECRL price renegotiation | http://www.klsescreener.com/v2/news/view/397107

ECRL can proceed if better terms can be obtained, says PM http://www.theedgemarkets.com/article/ecrl-can-proceed-if-better-terms-can-be-obtained-says-pm