http://www.datacenterknowledge.com/business/chip-stocks-saved-iphone-fate-data-center-building-boom
Chip Stocks Saved From IPhone Fate by Data Center Building Boom

Chip Stocks Saved From IPhone Fate by Data Center Building Boom
http://www.datacenterknowledge.com/business/chip-stocks-saved-iphone-fate-data-center-building-boom

Chip Stocks Saved From IPhone Fate by Data Center Building Boom
http://www.datacenterknowledge.com/business/chip-stocks-saved-iphone-fate-data-center-building-boom

Its revenue increased from 499,170K to 589,064K YoY.

Its good that its revenue increased from 31,116K to 37,064K YoY. Net profit margin is not stable. Its net profit margin is up and dowm alternately compared to the previous quarter. Its net profit margin will be 6 - 7% in the next QR announcement.

Kobay

Price to Book (MRQ) 0.70
https://www.reuters.com/finance/stocks/financial-highlights/KOBA.KL

Prospects

Manufacturing
The management anticipates that the manufacturing segment will deliver positive results for the coming quarters in view of the healthy backlogs from electronics and aerospace industries. The segment shall continue to look for new business opportunities in aerospace sector, medical healthcare and life science products. On the other hand, we shall simultaneously re-gear the existing oil and gas business in view of the signs of improvements in the industry.
Property Development For property development division, the management is expecting a new launch of Lavanya Langkawi Phase 2 by Q4 2018, which comprises of 223 units of serviced studio and serviced apartment with projected gross development value of RM 244 million.
We are mindful of the challenging market sentiments and shall refocus our efforts towards the middle-income and affordable housing for our up-coming launching, to cater a wider target catchment amid challenges in the high end markets.
In overall, the management is optimistic that the performance of the Group to remain satisfactory for the remaining quarter of the financial year, backing on the modest growth forecasted for manufacturing.

Foreign exchange gain is part of a core gain.Why? If you sell a thing at MYR 2.00 instead of MYR 1.00, the forex gain will be double.

Unrealised and realised foreign exchange gain accounts for 23.65% of the gross profit.

You should know that higher selling price and higher volume also contributed to more foreign exchange gain.

gross profit 30,232K
profit before tax 19,972K
Unrealised foreign exchange gain 1.960K
Realised foreign exchange gain 5,190K

Forex gain is not called one off gain. Haha Remisier = Outliar ?

Its net profit increased 10.67% QoQ.

first semi-annual dividend of 1.25 sen per Redeemable Convertible Cumulative Preference Share in respect of the financial year ending 31 December 2018.

EX-date 08 Jun 2018
http://www.malaysiastock.biz/Company-Announcement.aspx?id=1060830

Don't lie.

They did not mention anything about one off gains in the QR. Are you telling a lie?

How much is one off gains?

The Group reported a profit before tax of RM19.97 million on the revenue of RM434.80 million
for the current quarter compared to a profit before tax of RM17.68 million on the revenue of
RM348.72 million for the previous year corresponding quarter. The increase in revenue and profit
in current quarter were mainly attributed to higher selling price and higher volume due to
strengthening of local steel price and stronger domestic demand. The forex gain in the current
quarter has also contributed to the higher profit before tax.

The Group’s revenue for the current quarter recorded an increase of RM2.48 million to
RM424.80 million mainly due to higher selling price. The Group recorded a profit before tax of
RM19.97 million as compared to profit before tax of RM16.70 million achieved in the immediate
preceding quarter mainly due to lower administrative expenses in the current quarter.

People expected a very bad QR, In other words, an extremely bad QR has been priced in. The QR announced today is not bad, so the stock price will surely surege.

North Korea says its still willing to sit down for talks with U.S. at 'any time'
http://www.chicagotribune.com/news/nationworld/politics/ct-north-korea-summit-trump-20180524-story.html

The Phlx semiconductor omdex was up 0.35% yesterday. Very bullish

Kesm's main customers are from the US.

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

Congress reacts to Trump canceling North Korea summit: '100% the right decision'. https://www.cnbc.com/2018/05/24/trump-canceling-north-korea-summit-gets-mixed-reactions-from-congress.html

>This is not an export counter, 90% of raw mat imported

If so, why did the stock plunge after Trump imposed tariffs on steel?

KWAP has been accumulating Kesm.

24-May-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 3,500 shares on 22-May-2018.

18-May-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 20,000 shares on 17-May-2018.

16-May-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 15,000 shares on 15-May-2018.

Malaysia’s stock benchmark slid for a fourth day, erasing its advance for 2018, after the government said national debt was higher than previously disclosed due to some masking of accounts by the previous administration.

Long USDMYR

He pointed out that while investors disliked the uncertainties looming in the market, there were “tremendous opportunities” for value investors, especially in the small and mid-cap sector.

“This opportunity to invest in equities of well-managed companies with viable businesses comes once in every five to six years,” he said.

N.American semicon makers posted global billings of US$2.69 billion in April, says SEMI | http://www.klsescreener.com/v2/news/view/382833

The phlx semiconductor index was up 0.51% yesterday. Very bullish

Malaysia’s credit rating threatened by GST removal http://www.theedgemarkets.com/article/malaysias-credit-rating-threatened-gst-removal

Long USDMYR

PM Mahathir says to decide 'very soon' on whether to continue with Singapore-KL high speed rail project | http://www.klsescreener.com/v2/news/view/382459

Today Malaysian semiconductor stocks were bullish.
-------------------------
MPI + 9.01%
Unisem + 5.24%
Pentamaster +4.05%
Inari + 2.37%
Vitrox +2.33%
Globetronics +1.38%
KESM -0.12%

Today Malaysian semiconductor stocks were bullish.
-------------------------
Unisem + 5.24%
Pentamaster +4.05%
Inari + 2.37%
Vitrox +2.33%
MPI + 9.01%
Globetronics +1.38%
KESM -0.12%

Oil price rallies to 4-year highs on Venezuela worries | http://www.klsescreener.com/v2/news/view/381431

KLCI to trade higher, global rally to lift sentiment | http://www.klsescreener.com/v2/news/view/381421

The Phlx semiconductor index was up 1.05% yesterday.

Japan's exports of semiconductor manufacturing equipment rose 18.2 percent year-on-year, finance ministry data showed on Monday.

Kesm is good for both short and long term investments. Now everything including bullish Phlx semiconductor index, US autosales increase, wafer shippment increase, bullish USDMYR, diminished US-China trade tension, increasing electric car sales and KWAP's accumulating the stock may boost Kesm's stock price.

Write a comment..Ringgit forecast to soften temporarily | http://www.klsescreener.com/v2/news/view/381113

鹏达科技上挑RM2.36/敏源 | http://www.klsescreener.com/v2/news/view/380641

https://m.khaleejtimes.com/technology/chip-makers-get-a-memory-boost

http://www.theedgemarkets.com/article/ringgit-pauses-after-6day-drop-amid-fiscal-concern

Ringgit is under pressure. Buy export orientrd stocks.

http://www.theedgemarkets.com/article/ringgit-pauses-after-6day-drop-amid-fiscal-concern

US semiconductor index was up 1.41% yesterday.

AMD stock jumps after analyst upgrades less than 2 months after turning bearish

Semiconductor rally is coming.

Source: Xinhua 2018-05-16 13:57:27
SEOUL, May 16 (Xinhua) -- South Korea's exports of the information and communications technology (ICT) products posted the biggest April figure due to strong global demand for locally-made semiconductors, a government report showed Wednesday.
http://www.xinhuanet.com/english/2018-05/16/c_137183228.htm

https://technode.com/2018/05/16/taiwan-semiconductor-industry-blockchain-chips/
Taiwan's semiconductor industry is going through blockchain-powered boom

Taiwan's semiconductor industry is going through blockchain-powered boom https://technode.com/2018/05/16/taiwan-semiconductor-industry-blockchain-chips/