PHLX semiconductor index was up 0.36%.

Tesla and Ford stock prices are now quite high, so Kesm should also rebound.

Apple was downgraded, but Kesm is an automotive semiconductor stock.

Apple downgraded, more iPhone estimates cut as Street starts to turn on the stock
https://www.cnbc.com/2018/11/14/apple-gets-downgraded-more-iphone-estimates-cut.html

Guggenheim downgraded Apple to neutral from buy and removed its prior $245 price target.
UBS cut its 12-month price target on Apple to $225 from $240 and lowered iPhone unit sales estimates for the current quarter to 73.5 million from 75 million.
On Tuesday, Goldman Sachs cut its iPhone estimates and lowered its price target on the stock to $209 from $222.

Apple downgraded, more iPhone estimates cut as Street starts to turn on the stock
https://www.cnbc.com/2018/11/14/apple-gets-downgraded-more-iphone-estimates-cut.html

WTI may drop to around 50.00 near future.

Analysts are missing the mark on shares of Apple and FANG, Cramer says. https://www.cnbc.com/2018/11/13/cramer-analysts-are-missing-the-mark-on-shares-of-apple-and-fang.html

“The bottom line? Do not be so quick to write off Facebook, Amazon, Netflix, Alphabet [and] Apple,” Cramer said. “The Fab Five may be out of favor right now ... but there’s a lot they could do to make a comeback. I know to bet against them right here, after this decline, ... seems maybe ill-advised. In fact, it might be right to actually start — yes, I’m going to whisper — buying them.”

Investing: Positive outlook for tech sector, says Franklin Templeton | http://www.klsescreener.com/v2/news/view/456844

Volkswagen ready to build 50 million electric cars
Read more at https://www.auto123.com/en/news/Volkswagen-ready-build-50-million-electric-vehicles/65296/#HlIMFclBGjrc06Ie.99

Semiconductor Investors See Cause for Optimism After Recent Rout. https://www.bloomberg.com/news/articles/2018-11-13/semiconductor-investors-see-cause-for-optimism-after-recent-rout

Semiconductor ETFs Surge Amid Renewed Trade War Optimism. https://www.bloomberg.com/news/articles/2018-11-13/semiconductor-etfs-surge-amid-renewed-optimism-on-china-trade

Semiconductor Investors See Cause for Optimism After Recent Rout. https://www.bloomberg.com/news/articles/2018-11-13/semiconductor-investors-see-cause-for-optimism-after-recent-rout

Semiconductor ETFs Surge Amid Renewed Trade War Optimism. https://www.bloomberg.com/news/articles/2018-11-13/semiconductor-etfs-surge-amid-renewed-optimism-on-china-trade

http://www.klsescreener.com/v2/news/view/456816

Aemulus, Kesm, inari

Will semiconductor stocks rally? | http://www.klsescreener.com/v2/news/view/456816

Inari, Kesm, Globetronics

Will semiconductor stocks rally? | http://www.klsescreener.com/v2/news/view/456816

Globetronics, Kesm, Inari

Investing: Positive outlook for tech sector, says Franklin Templeton | http://www.klsescreener.com/v2/news/view/456844

油價重挫　跌至每桶65美元 | http://www.klsescreener.com/v2/news/view/456892

Global oil market faces surplus throughout 2019 as demand slows
.......
http://www.klsescreener.com/v2/news/view/456914

Global oil market faces surplus throughout 2019 as demand slows | http://www.klsescreener.com/v2/news/view/456914

The Phlx semiconductor index was up 1.35%. Kesm has been stable for the last two days. it will surge soon.


https://www.marketwatch.com/story/these-big-tech-stocks-may-rise-at-least-30-analysts-predict-2018-11-13These big tech stocks may rise at least 30%, analysts predict

US crude oil price SLUMPS as Donald Trump issues WARNING to Saudi Arabia
https://www.express.co.uk/finance/city/1044645/US-oil-price-crude-oil-Donald-Trump-tweet-Saudi-Arabia-West-Texas-Intermediate-crude

USDMYR will be going up. Buy export-oriented stocks

USDMYR 4.1925

80% of Kesm's sales come from the automotive segment.
The rest comes from the EMS, etc.

Apple analysts have a long history of misreading weak iPhone demand based on supplier rumors
https://www.cnbc.com/2018/11/12/apple-analysts-have-a-long-history-of-misreading-weak-iphone-demand.html

Apple analysts have a long history of misreading weak iPhone demand based on supplier rumors
https://www.cnbc.com/2018/11/12/apple-analysts-have-a-long-history-of-misreading-weak-iphone-demand.html

Kesm plunged from 17.10, so no need to drop further.

iPhone demand weakening

Kesm turned out to be the most promising semiconductor stock!

Apple Shares Drop After IPhone Supplier Lumentum Cuts Forecast

Automotive semiconductor stocks are the best!!

CAGR of 13.1% from 2018 to 2023!!!


DALLAS, Nov. 12, 2018 (GLOBE NEWSWIRE) -- According to a new market report published by Lucintel, the future of the global automotive semiconductor market looks promising with opportunities for passenger cars, commercial, and electric vehicles. The global automotive semiconductor market is expected to reach an estimated $67.5 billion by 2023 with a CAGR of 13.1% from 2018 to 2023. The major growth drivers for this market are increasing vehicle production, increasing electronic content per vehicle, and growing demand for advanced vehicle safety and comfort systems.

https://globenewswire.com/news-release/2018/11/12/1649392/0/en/Global-automotive-semiconductor-market-is-expected-to-reach-67-5-billion-by-2023.html

Automotive semiconductor stocks are the best!!

CAGR of 13.1% from 2018 to 2023!!!

https://globenewswire.com/news-release/2018/11/12/1649392/0/en/Global-automotive-semiconductor-market-is-expected-to-reach-67-5-billion-by-2023.html

DALLAS, Nov. 12, 2018 (GLOBE NEWSWIRE) -- According to a new market report published by Lucintel, the future of the global automotive semiconductor market looks promising with opportunities for passenger cars, commercial, and electric vehicles. The global automotive semiconductor market is expected to reach an estimated $67.5 billion by 2023 with a CAGR of 13.1% from 2018 to 2023. The major growth drivers for this market are increasing vehicle production, increasing electronic content per vehicle, and growing demand for advanced vehicle safety and comfort systems.

China October exports surprisingly strong in race to beat higher U.S. tariffs
https://www.reuters.com/article/us-china-economy-trade/china-october-export-growth-surprisingly-strong-in-race-to-beat-higher-u-s-tariffs-idUSKCN1ND0B6

China October exports surprisingly strong in race to beat higher U.S. tariffs. https://www.reuters.com/article/us-china-economy-trade/china-october-export-growth-surprisingly-strong-in-race-to-beat-higher-u-s-tariffs-idUSKCN1ND0B6

Auto semiconductor has been very hot recently. Many companies have start investing huge amount in auto semiconductor!

Bosch to invest a billion euros in new semiconductor factory

Every car nowadays makes use of semiconductors, and that has been true for quite a while. A key technology in today’s modern world, these chips are core components of electrical systems – including those in vehicles. They regulate the powertrain and vehicle handling, tell the navigational system which way the vehicle is going, and signal the airbag to deploy when needed.

Bosch has been making semiconductors for more than 45 years and at present is one of the leading manufacturers of chips for mobility applications worldwide. “Semiconductors may have been around for a long time, but we have yet to realise their full potential. These components are key to modern-day mobility, and it is impossible to imagine cars today without them,” said, Jens Fabrowsky, member of the executive management of Bosch’s Automotive Electronics division.

The company claims that in 2016, every vehicle newly registered worldwide had an average of more than nine Bosch chips on board. “When it comes to semiconductors for cars, we have a singular advantage: Bosch is the only company equally at home in both the automotive and semiconductor industries,” added Fabrowsky.

In 2018, every new vehicle featured semiconductors worth $370 dollars (Rs 27,026) (source: ZVEI), and thanks to increasing electrification and automation the demand for chips in vehicles is expected to rise further over the next few years.

Semiconductors for the auto industry
The global semiconductor market is worth billions, and according to the market research company Gartner global semiconductor sales is expected to reach $ 451 billion (Rs 3,291,849 crore) in 2018. By 2019 alone, the market will have grown at an annual growth rate of more than 5 percent (source: PwC).

In the semiconductor market, the ultimate discipline is making chips for vehicles, and Bosch says it has been making vehicles smart since the 1970s, when it started equipping them with its application-specific integrated circuits (ASICs). In a vehicle, the chips are exposed to strong vibrations and extreme temperatures that range from far below zero to far above 100 degrees Celsius.

This require higher standards for the toughness of these special components. Developing semiconductors that can withstand these stresses for a vehicle’s entire lifetime is an intensive process. Bosch says it leverages its special dual role: while other companies can process the information collected from semiconductors, the company says it can also apply its deep understanding of the physical principles at work in the chips, and of how to gather the data and ultimately integrate it into the vehicle systems.

Fabrowsky, comments “Our comprehensive expertise in semiconductors helps us to both develop new automotive functions and steadily improve the chips themselves. Bosch holds over 1,500 patents and patent applications for engineering and manufacturing its semiconductors.
http://www.autocarpro.in/news-international/bosch-to-invest-a-billion-euros-in-new-semiconductor-factory-41244

Stock Prices Are Set For Cheer In The New Year, Says Morgan Stanley’s Ridham Desai
https://www.bloombergquint.com/markets/factors-arent-set-for-cheer-in-the-new-year-but-prices-are-ridham-desai

Malaysia Sept 2018 exports up 6.7%, trade surplus highest since Oct 2008
http://www.theedgemarkets.com/article/malaysia-sept-2018-exports-67-trade-surplus-highest-oct-2008

Merrill Lynch Says Now’s Your Chance to Buy 4 Semiconductor Giants

For years, the semiconductors were big sector leaders, and with good reason. The increase in uses for a wide variety of chips in everything from cars to industrial to video gaming made demand jump. While the demand skyrocketed, so did the need for the machines that make and calibrate semiconductors. Last month the semiconductors and capital equipment stocks were shown the way to the woodshed, where they took a beating.

In a recent research report, Merrill Lynch noted that October data showed that the semiconductor weighting versus the S&P 500 held at a 1.1 times figure, compared with a much higher peak of 1.46 times in March of 2017. Versus overall technology, semiconductors are equal weight, and below electronic equipment, software and information technology services.

https://247wallst.com/technology-3/2018/11/05/merrill-lynch-says-nows-your-chance-to-buy-4-semiconductor-giants/

GlobalWafers net profits more than double in 3Q18 02 Nov 2018 16:52 DigiTimes

Xi's speech may offer clues on China's plan to open markets
https://www.straitstimes.com/asia/east-asia/xis-speech-may-offer-clues-on-chinas-plan-to-open-markets

Breaking news

China's Xi Jinping promises lower tariffs, broader market access
https://www.straitstimes.com/asia/east-asia/chinas-xi-promises-lower-tariffs-broader-market-access

China's Xi Jinping promises lower tariffs, broader market access
https://www.straitstimes.com/asia/east-asia/chinas-xi-promises-lower-tariffs-broader-market-access

CIMB Research raises target price for KESM to RM18.50
http://www.theedgemarkets.com/article/cimb-research-raises-target-price-kesm-rm1850

Recent QR announcements of Malaysian semiconductor stocks are quite good.

KWAP is likely to buy Kesm this month as well.

The volatility of the US market has been a bit high recently, so being down 0.50% - 1.0% is not much.

Kesm
https://klse.i3investor.com/blogs/greatwarrants/180338.jsp

Boeing Sees a Doubling in Global Freight: 3 Stocks Set to Benefit
https://www.fool.com/investing/2018/11/03/boeing-sees-a-doubling-in-global-freight-3-stocks.aspx

Wow, The Phlx semiconductor index was up 4.64% yesterday.

The Phlx semiconductor index was up 4.64% yesterday.

The Phlx semiconductor index is up 3.53% today. It has rebounded greatly.

The Phlx semiconductor index is up 3.53% today. It has rebounded nicely.

Trump: If You Want Stocks to Go Down, Vote for Democrats.
https://www.cnbc.com/2018/10/30/trump-if-you-want-your-stocks-to-go-down-i-strongly-suggest-voting-democrat.html


This means Trump would not do anything to make the stock market plunge. I think he is flexible enough to lower tariffs for China if the economy gets worse.

Ford (F) is teaming up with Chinese search giant Baidu (BIDU) to test self-driving cars as it tries to catch up in autonomous vehicles.

https://www.investors.com/news/ford-baidua-autonomous-driving-test/