Oil rebounds as output-cut leaders pledge continuation of deal | http://www.klsescreener.com/v2/news/view/333493

Oil producers will cooperate beyond 2018, says Saudi Arabia | http://www.klsescreener.com/v2/news/view/333217

Kenanga: Stock market to have good run in 1Q18 | http://www.klsescreener.com/v2/news/view/333201

KLCI to start week on positive note, support at 1,818 http://www.klsescreener.com/v2/news/view/333207

Strong exports performance boost Malaysia’s labour market | http://www.klsescreener.com/v2/news/view/333199

KLCI to start week on positive note, support at 1,818 | http://www.klsescreener.com/v2/news/view/333207

Friday

Sam Engineering + 2.18%
MMSV + 6.51%
Inari + 2.67%
KESM + 2.00%

Friday

MMSV + 6.51%
Inari + 2.67%
KESM + 2.00%
Sam Engineering + 2.18%

Friday

Inari + 2.67%
MMSV + 6.51%
KESM + 2.00%
Sam Engineering + 2.18%

Bursa Malaysia to continue upward momentum next week
http://m.thesundaily.my/node/520299

Nasdaq and the US semiconductor index hit a historical high. Tech rally will be coming soon.

Nasdaq and the US semiconductor index hit a histrical high. Tech rally will be coming soon.

Bursa Malaysia to continue upward momentum next week
http://m.thesundaily.my/node/520299

http://m.thesundaily.my/node/520299
KLCI

http://m.themalaymailonline.com/money/article/bursa-to-continue-upward-momentum-next-week2

The US semiconductor index has been extremely bullish. After it was up 2,89% on Wendnesday, it continued going up on Thursday and Friday,
https://www.marketwatch.com/investing/index/sox

The US semiconductor index has been extremely bullish. After it was up 2,89% on Wendnesday, it continued going up on Thursday and Friday,
https://www.marketwatch.com/investing/index/sox

Nasdaq Up; Auto Chip Stock Breaks Out; Why Apple Is Still In A Buy Zone
https://www.investors.com/market-trend/stock-market-today/nasdaq-up-auto-chip-stock-breakout-apple-buy/

As Electric Car Use Grows, These Chipmakers Are In The Driver's Seat
https://www.investors.com/research/ibd-industry-themes/as-electric-car-use-grows-these-chipmakers-are-in-the-drivers-seat/

Worldwide semiconductor revenue is forecast to total $451 billion in 2018, an increase of 7.5% from $419 billion in 2017, according to Gartner. This represents a near doubling of Gartner’s previous estimate of 4% growth for 2018. “Favorable market conditions for memory sectors that gained momentum in the second half of 2016 prevailed through 2017 and (is) set to continue in 2018, providing a significant boost to semiconductor revenue,” said Ben Lee, principal research analyst at Gartner. “Gartner has increased the outlook for 2018 by $23.6 billion compared with the previous forecast, of which the memory market accounts for $19.5 billion. Price increases for both DRAM and NAND flash memory are raising the outlook for the overall semiconductor market.”
https://semiengineering.com/the-week-in-review-manufacturing-190/

https://www.theedgemarkets.com/article/fbm-klci-723-points-petronas-gas-jump-asian-shares-rise

https://www.investors.com/news/technology/chip-gear-makers-rise-on-taiwan-semi-earnings-read-through/

Timber-based manufacturers can expect higher returns this year, says Mah http://www.theedgemarkets.com/article/timberbased-manufacturers-can-expect-higher-returns-year-says-mah

Buy Anzo as well.

Timber-based manufacturers can expect higher returns this year, says Mah http://www.theedgemarkets.com/article/timberbased-manufacturers-can-expect-higher-returns-year-says-mah

Buy Anzo as well.

Timber-based manufacturers can expect higher returns this year, says Mah http://www.theedgemarkets.com/article/timberbased-manufacturers-can-expect-higher-returns-year-says-mah

Timber-based manufacturers can expect higher returns this year, says Mah http://www.theedgemarkets.com/article/timberbased-manufacturers-can-expect-higher-returns-year-says-mah

Oppenheimer raised its price target on Texas Instruments (NASDAQ: TXN) to $130.00 (from $110.00) while maintaining a Outperform rating ahead ...
https://www.streetinsider.com/dr/news.php?id=13702090&gfv=1

Samsung Electronics Aims to Preoccupy AI, Future Car Semiconductor Market
http://www.businesskorea.co.kr/english/news/ict/20328-ultra-high-performance-graphic-dram-samsung-electronics-aims-preoccupy-ai-future-car

Semiconductor stocks are undervalued and will keep rallying this year, according to one Wall Street analyst.
https://www.cnbc.com/2018/01/16/credit-suisse-shares-its-favorite-chip-stock-picks-for-earnings-season.html

Semiconductor stocks are undervalued and will keep rallying this year, according to one Wall Street analyst.
https://www.cnbc.com/2018/01/16/credit-suisse-shares-its-favorite-chip-stock-picks-for-earnings-season.html

DNEX's last QR announcement is better than most people think due to the below.

However, this will be partly offset by lower contribution from Anasuria given a planned turnaround at its production facility for 21 days in 3Q17. Production is expected to be temporarily halted for circa 21 days, with likelihood of heavy capex costs.
http://klse.i3investor.com/blogs/taresearch/130642.jsp

Oil & gas stocks top Bursa active list | http://www.klsescreener.com/v2/news/view/332593

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

O&G counters active on healthier full-year outlook

January 19, 2018 12:10 pm
http://www.theedgemarkets.com/article/og-counters-active-healthier-fullyear-outlook

http://www.theedgemarkets.com/article/ringgit-revisit-430-us-dollar-strengthens-says-dbs

Tech stocks were a rare bright spot, with the iShares PHLX Semiconductor ETF (NASDAQ:SOXX) extending its recent rally to close up 0.5%.
https://www.fool.com/investing/2018/01/18/what-happened-in-the-stock-market-today.aspx

SINO HUA-AN and HengYuan surged today after their stock prices plunged. Dnex is likely to fly soon.

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/#pezeHX5oqmuVEcsm.99

MMSV is up 6.51% today.

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

MMSV is up 6.51% today.

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/#pezeHX5oqmuVEcsm.99

RM 2.0 is an easy taget.

https://www.thestar.com.my/business/business-news/2018/01/15/mms-ventures-sees-better-results-on-higher-sales/

Outlook of semiconductor stocks in 2018

MMSV
https://www.thestar.com.my/business/business-news/2018/01/15/mms-ventures-sees-better-results-on-higher-sales/

Globetronics
https://www.thestar.com.my/business/business-news/2018/01/08/robust-demand-for-chips/

KESM
According to the recent AGM, the company's outlook in 2018 is extremely good.

Since the beginning of 2016, a clear upward trend has dominated the course of the US semiconductor index PHLX and produced a gain of over 140 percent in the barometer. On Wednesday, the index has broken above its highs from 2017 and has thereby set up a fresh follow-up buy signal.

At the same time, this also brought buyers to the scene in this country and spawned a price leap in numerous German technology titles. As a result, technology stocks tend to become more interesting again in the coming weeks and can be traded on the upper side via corresponding long instruments.

Direct price gains up to the upper trend limit of roughly 1,400 points would be quite feasible in the coming days

http://www.nasdaq.com/article/malaysia-stocks-may-extend-winning-streak-20180117-01210

PHLX Semiconductor Index: Semiconductor index with buy-signal!

Since the beginning of 2016, a clear upward trend has dominated the course of the US semiconductor index PHLX and produced a gain of over 140 percent in the barometer. On Wednesday, the index has broken above its highs from 2017 and has thereby set up a fresh follow-up buy signal.

At the same time, this also brought buyers to the scene in this country and spawned a price leap in numerous German technology titles. As a result, technology stocks tend to become more interesting again in the coming weeks and can be traded on the upper side via corresponding long instruments.

Direct price gains up to the upper trend limit of roughly 1,400 points would be quite feasible in the coming days.

After the oil rally, a tech rally wil be coming again.

After the oil rally, a tech rally wil be coming again.

Dagang NeXchange Bhd


Formerly known as TIME Engineering Bhd, DNeX is helmed by low-profile executive deputy chairman Datuk Samsul Husin.

However, the former civil servant is said to be politically well connected. He had joined the Accountant General’s office in 1987 and spearheaded various projects — from the enforcement of accounting procedures to designing new systems to enhance financial management reporting, according to filings with Bursa Malaysia.

In 2013, Samsul led Censof Holdings Bhd in taking over a 45.03% controlling interest in DNeX (then known as TIME Engineering) from Khazanah Nasional Bhd. The company ventured into the oil and gas sector in 2014, shortly before crude oil prices collapsed.

DNeX holds the concession from the Royal Malaysian Customs Department to operate and maintain the National Single Window (NSW) ecosystem, which is its breadwinner. It is also the service provider for the Home Ministry’s eWork Permit System.

DNeX is not as big as MyEG Services Bhd but it should not be ignored as a candidate for the pre-election rally.
https://www.theedgemarkets.com/article/lead-story-10-stocks-are-good-bet-preelection-rally

PHLX Semiconductor Index is up 0,55% now after it was up 2.89% yesterday.
Nonstop without profit taking

PHLX Semiconductor Index: Semiconductor index with buy-signal!

Since the beginning of 2016, a clear upward trend has dominated the course of the US semiconductor index PHLX and produced a gain of over 140 percent in the barometer. On Wednesday, the index has broken above its highs from 2017 and has thereby set up a fresh follow-up buy signal.

At the same time, this also brought buyers to the scene in this country and spawned a price leap in numerous German technology titles. As a result, technology stocks tend to become more interesting again in the coming weeks and can be traded on the upper side via corresponding long instruments.

Direct price gains up to the upper trend limit of roughly 1,400 points would be quite feasible in the coming days.

good!

PHLX Semiconductor Index: Semiconductor index with buy-signal!

Since the beginning of 2016, a clear upward trend has dominated the course of the US semiconductor index PHLX and produced a gain of over 140 percent in the barometer. On Wednesday, the index has broken above its highs from 2017 and has thereby set up a fresh follow-up buy signal.

At the same time, this also brought buyers to the scene in this country and spawned a price leap in numerous German technology titles. As a result, technology stocks tend to become more interesting again in the coming weeks and can be traded on the upper side via corresponding long instruments.

Direct price gains up to the upper trend limit of roughly 1,400 points would be quite feasible in the coming days.

Great!

PHLX Semiconductor Index: Semiconductor index with buy-signal!

Since the beginning of 2016, a clear upward trend has dominated the course of the US semiconductor index PHLX and produced a gain of over 140 percent in the barometer. On Wednesday, the index has broken above its highs from 2017 and has thereby set up a fresh follow-up buy signal.

At the same time, this also brought buyers to the scene in this country and spawned a price leap in numerous German technology titles. As a result, technology stocks tend to become more interesting again in the coming weeks and can be traded on the upper side via corresponding long instruments.

Direct price gains up to the upper trend limit of roughly 1,400 points would be quite feasible in the coming days.

Buy!