US dollar index has been bullish. It's good for Malaysian semiconductor stocks.

I think USDMYR will be recovering gradually, so you don't need to sell the stock.

Chipmaker stocks could rise further based on the latest North American billings data for January, which jumped by 27.2 percent versus the same period a year ago.

Read more: Why Chip Stocks Will Keep Rising | Investopedia https://www.investopedia.com/news/chipmaker-stocks-may-continue-rise-strong-billings/#ixzz58K0By4so

Semiconductor underperformers -- MPI and Unisem

MPI’s net profit decreased 25.06%.
Unisem’s net profit decreased 37.62%.
Their P/e is between 12 and 13.

MMSV is not an underperformer. Its P/E should be over 13.

Oil Is Not Done Rallying
https://seekingalpha.com/article/4150673-oil-done-rallying

Its P/E is not high. You can hold it.

The Group’s PBT increased to RM66.6 million in current year-to-date as compared to RM45.9 million,
excluding the one-off share of pre-acquisition gain of excess fair value of RM88.9 million resulted from the
completion of acquisition in PING Petroleum Limited in the preceding year.

Its net profit margin decreased, but its net profit increased greatly QoQ.

Not bad.

Inari’s net profit increased 8.83% YoY.
MMSV’s net profit increased 7.97% YoY.
Pentamaster’s net profit increased 4.60% YoY.

Commentary on prospects
In a rapidly changing tech sector, new products would come into market place and this will present new
opportunities for the Group. Among the many products, we are exploring sensor and IOT related
products while smart devices, automotive and general lighting remain our main stay.

The total revenue of the Group of RM75.569 million for the period ended 31 December 2017 increased
by 112% (RM39.985 million) as compared to RM35.584 million reported in the previous financial
period. The increase in revenue was bolstered by increase in number of machines sold as well as their
selling price.

The Group recorded a revenue of RM11.844 million for the current quarter, a remarkable increase of
143% (RM6.978 million) as compared to RM4.866 million of the corresponding quarter in the previous
year. The quarter under review recorded an increase in sales of machines to the manufacturers of smart
devices and general lighting segments as well as the OEM and ODM customers. These customers have
bumped up their orders during the period so as to meet their production needs arising from the launching
of their new products.

Apple is near multi year high. hahaha

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

Philadelphia Semiconductor Index (SOX)

+2.19%

Philadelphia Semiconductor Index (SOX)

+2.19%
https://www.investing.com/indices/phlx-semiconductor-technical

21.30 tomorrow?

Are The Stock Market Bulls Winning?

The NYSE Composite closed the week above its 20-day EMA, and a strong close above 12,961 will be a sign of strength. With Friday’s close, the daily NYSE A/D line shows a bullish formation as it is now in a clear uptrend. The weekly NYSE A/D line moved above its WMA a week ago.
https://www.forbes.com/sites/tomaspray/2018/02/24/are-the-stock-market-bulls-winning/#28832e5e19be

Are The Stock Market Bulls Winning?

The NYSE Composite closed the week above its 20-day EMA, and a strong close above 12,961 will be a sign of strength. With Friday’s close, the daily NYSE A/D line shows a bullish formation as it is now in a clear uptrend. The weekly NYSE A/D line moved above its WMA a week ago.
https://www.forbes.com/sites/tomaspray/2018/02/24/are-the-stock-market-bulls-winning/#28832e5e19be

Buffett reveals Berkshire’s 15 largest stock holdings — including Apple, Wells Fargo
https://www.cnbc.com/2018/02/24/buffett-reveals-berkshires-15-largest-stock-holdings--including-apple-wells-fargo.html

Stocks Rally as Fed Eases Rate Worry, Tech Climbs
By REUTERSFEB. 23, 2018, 5:48 P.M. E.S.T.

https://www.nytimes.com/reuters/2018/02/23/business/23reuters-usa-stocks.html

A Deep Dive into Sunright Limited, One of the 30 Best Stocks in Singapore for 2018
https://www.fool.sg/2018/01/31/a-deep-dive-into-sunright-limited-one-of-the-30-best-stocks-in-singapore-for-2018/

In Malaysia, Sunright’s semiconductor burn-in, testing and electronic manufacturing (BIT&EM) services are provided through its 48%-owned subsidiary, KESM Industries, which is listed on Bursa.
https://www.theedgesingapore.com/article/sunright-%E2%80%98interesting-investment-case%E2%80%99-says-nra-capital

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.


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.

Oil, utilities and semiconductors led the upside among sector funds in the stock market today. West Texas intermediate crude prices surged 1.3% to $63.56 a barrel. VanEck Vectors Semiconductor (SMH) and iShares PHLX Semiconductor (SOX) rose nearly 2% each. Both ETFs are moving up from support at their 50-day lines and are 3% off their January peaks. Chip giant Intel soared 4%.
https://www.investors.com/etfs-and-funds/etfs/apple-nvidia-top-this-market-beating-momentum-stock-play/

Buy Dnex before the next QR announcement.

Buy MMSV before the next QR announcement!

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

Maybe you should buy other semiconductor stocks like KESM and MMSV.

Why did MPI go down as much as 3.1%? Is it due to the recent Unisem's bad QR? Or is it for profit takig from the recent rebound?

If other semiconductor stocks are bullish, MPI will go up as well.

Unisem doesn't have power to go up on its own, but if other semiconductor stocks are bullish, it will go up as well.

Intel, Tech Stocks Lead Dow; Is Apple Setting Up New Buy Point?

PowerShares QQQ Trust (QQQ) rose 1.8%, while SPDR S&P 500 (SPY) and SPDR Dow Jones Industrial Average (DIA) advanced 1.3% and 1%, respectively. Emerging markets also rallied as iShares MSCI Emerging Markets (EEM) rose 1.6%.

Oil, utilities and semiconductors led the upside among sector funds in the stock market today. West Texas intermediate crude prices surged 1.3% to $63.56 a barrel. VanEck Vectors Semiconductor (SMH) and iShares PHLX Semiconductor (SOX) rose nearly 2% each. Both ETFs are moving up from support at their 50-day lines and are 3% off their January peaks. Chip giant Intel soared 4%.

https://www.investors.com/etfs-and-funds/etfs/apple-nvidia-top-this-market-beating-momentum-stock-play/

Oil, utilities and semiconductors led the upside among sector funds in the stock market today. West Texas intermediate crude prices surged 1.3% to $63.56 a barrel. VanEck Vectors Semiconductor (SMH) and iShares PHLX Semiconductor (SOX) rose nearly 2% each. Both ETFs are moving up from support at their 50-day lines and are 3% off their January peaks. Chip giant Intel soared 4%.

HAHA

Oil, utilities and semiconductors led the upside among sector funds in the stock market today. West Texas intermediate crude prices surged 1.3% to $63.56 a barrel. VanEck Vectors Semiconductor (SMH) and iShares PHLX Semiconductor (SOX) rose nearly 2% each. Both ETFs are moving up from support at their 50-day lines and are 3% off their January peaks. Chip giant Intel soared 4%.

Intel, Tech Stocks Lead Dow; Is Apple Setting Up New Buy Point?

PowerShares QQQ Trust (QQQ) rose 1.8%, while SPDR S&P 500 (SPY) and SPDR Dow Jones Industrial Average (DIA) advanced 1.3% and 1%, respectively. Emerging markets also rallied as iShares MSCI Emerging Markets (EEM) rose 1.6%.

Oil, utilities and semiconductors led the upside among sector funds in the stock market today. West Texas intermediate crude prices surged 1.3% to $63.56 a barrel. VanEck Vectors Semiconductor (SMH) and iShares PHLX Semiconductor (SOX) rose nearly 2% each. Both ETFs are moving up from support at their 50-day lines and are 3% off their January peaks. Chip giant Intel soared 4%.
https://www.investors.com/etfs-and-funds/etfs/apple-nvidia-top-this-market-beating-momentum-stock-play/

Wow, oil price has rebounded greatly.

https://finance.yahoo.com/quote/005930.KS/

Samsung is very bullish.

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

Today

Inari 0.00%
KESM (CIMB's top pick) +1.90%
Pentamaster +1.96%
Unisem + 5.58%
MPI + 6.12%
MMSV +1.29%
Globetronics + 0.64%
SAM Engineering +1.76%

Malaysian semiconductor stocks have been rebounding.
Malaysian semiconductor have been bullish recently.
The US semiconductor index has been bullish as well.

Today

Inari 0.00%
KESM (CIMB's top pick) +1.90%
Pentamaster +1.96%
Unisem + 5.58%
MPI + 6.12%
MMSV +1.29%
Globetronics + 0.64%
SAM Engineering +1.76%

Malaysian semiconductor stocks have been rebounding.
Malaysian semiconductor have been bullish recently.

Today

KESM (CIMB's top pick) +1.90%
Inari 0.00%
Pentamaster +1.96%
Unisem + 5.58%
MPI + 6.12%
MMSV +1.29%
Globetronics + 0.64%
SAM Engineering +1.76%

USDMYR is likely to go up tiomoroow as well.

Dollar index is bullish today. I think USD has rebounded.

Bullish outlook ahead for FBM Small Cap Index, says RHB Retail Research
http://www.theedgemarkets.com/article/bullish-outlook-ahead-fbm-small-cap-index-says-rhb-retail-research

The next QR announcement is just around the corner. Just hold the stock.

CIMB Research neutral on semicon sector, replaces Inari with KESM
Read more at https://www.thestar.com.my/business/business-news/2018/02/19/cimb-research-retains-neutral-on-semiconductor-sector/#pMR3UFEYuLxc0z4g.99

CIMB Research neutral on semicon sector, replaces Inari with KESM
Read more at https://www.thestar.com.my/business/business-news/2018/02/19/cimb-research-retains-neutral-on-semiconductor-sector/#pMR3UFEYuLxc0z4g.99

21.00 tomorrow?

CIMB Research neutral on semicon sector, replaces Inari with KESM
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.

https://www.thestar.com.my/business/business-news/2018/02/19/cimb-research-retains-neutral-on-semiconductor-sector/

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.

https://www.thestar.com.my/business/business-news/2018/02/19/cimb-research-retains-neutral-on-semiconductor-sector/

Forex movements have only short-term impact on earnings: Major exporters http://m.thesundaily.my/node/526941

Forex movements have only short-term impact on earnings: Major exporters http://m.thesundaily.my/node/526941

Forex movements have only short-term impact on earnings: Major exporters http://m.thesundaily.my/node/526941

KLCI seen extending gains in post CNY trade, ringgit to be in focus | http://www.klsescreener.com/v2/news/view/343391

https://seekingalpha.com/news/3332068-taking-lap-auto-stocks