Posted by ooihk899 > 2017-08-26 12:01 | Report Abuse

ongmari, you geng, 13++ don't want to sapu but want to sapu at 14.5.

Posted by Alex Foo > 2017-08-27 21:42 | Report Abuse

haha, ooi dun like lar. i saw you around 2015. Now laughing to bank lo.

Confession time, did you sell ur multibagger?

Posted by ooihk899 > 2017-08-27 23:21 | Report Abuse

If I sold already, I won't waste my time here.
Tech sector still hot. Let the profit run ma.
They just makde capex for last 2Q, Hope FY18 will be better.

Posted by Alex Foo > 2017-08-28 11:29 | Report Abuse

yup. They are willing to invest huge capex. That's why i'm in =)

Posted by Alex Foo > 2017-08-28 14:06 | Report Abuse

paper bro. pls look at n2n. Same pattern like kesm also. Buy new subsidary. Subsidary start churning out good cash. One caveat is that n2n brokering profit may be stagnant, though it can increase with more trading activities.

Tell me what u think ok?

Posted by paperplane > 2017-08-28 14:07 | Report Abuse

N2N I no look who. maybe can spend sometime there to see....

Posted by Alex Foo > 2017-08-28 14:21 | Report Abuse

ok good.

one factor i decide what to invest is on moat. Since kesm likes to use 'largest' tester, i suppose kesm is the market leader.

I collected low around 13.8 tumpang ship. Likely this year can't see exponential growth, but with good capex I think i can ride on their optimism to expand in this business.

Hope can huat la.

Congrats to those multibaggers =)

Posted by ooihk899 > 2017-08-29 15:27 | Report Abuse

Alex Foo, you too much, that day I waiting at 13 you sapu at 13.8!
Last time when it was from 8++ drop to 7++, I wait at 7, but Paperplane start sapu around 7.5. Haiz.....

Posted by Alex Foo > 2017-08-29 21:55 | Report Abuse

actually got oh...around 13.0x got right? but i cut loss that time (i'm stupid), then i woke up and quickly sapu 13.8...haha

Posted by gimeng > 2017-08-30 15:26 | Report Abuse

anyone has any forecast for the coming 1/4ly report?

Posted by ongmari > 2017-09-06 16:09 | Report Abuse

buying time?

Posted by ongmari > 2017-09-06 16:09 | Report Abuse

will it rebound to 15 again?

Posted by ongmari > 2017-09-06 16:13 | Report Abuse

sapu time b4 too late..

Posted by ongmari > 2017-09-06 16:16 | Report Abuse

once trade 100 k shares next 2 days.. at 4.6 abv, likely to retest 15

Posted by ooihk899 > 2017-09-06 16:29 | Report Abuse

ongmari, your timing very chun.

Posted by beach relaxing mode > 2017-09-06 16:37 | Report Abuse

here U go:::::

Operation Manager vacant

https://www.jobstreet.com.my/en/job/operations-manager-3380954?fr=21

Posted by ongmari > 2017-09-06 16:55 | Report Abuse

got at some low..see you at 15

Posted by ongmari > 2017-09-07 15:38 | Report Abuse

closing 14.86 again?

Posted by ooihk899 > 2017-09-07 16:16 | Report Abuse

Hahaha, ongmari where got 15 today?

Posted by ongmari > 2017-09-07 16:19 | Report Abuse

another buying oppourtunity, i sold 14.86 this morning :)

Posted by ongmari > 2017-09-07 16:56 | Report Abuse

almost..14.84...got some low?

Posted by ongmari > 2017-09-07 17:24 | Report Abuse

hope to see above 15 by 15th sep...qtr results coming soon..expect earnings maintain ..with uptrend intact

Posted by ongmari > 2017-09-08 16:19 | Report Abuse

another buying chance.....jump in the boat

Posted by ongmari > 2017-09-08 16:21 | Report Abuse

14.58 a block to get you sell???

Posted by ooihk899 > 2017-09-08 16:34 | Report Abuse

ongmari, your timing always very chun.

Posted by ongmari > 2017-09-12 09:34 | Report Abuse

not much stock left to sell after thursday....wait for low

Posted by ooihk899 > 2017-09-12 11:15 | Report Abuse

Ongmari, I doubt you can get cheap now, market good. Unless QR.....
Hahaha

Posted by paperplane2016 > 2017-09-12 11:51 | Report Abuse

大马7月半导体生产量走扬，KESM科技下季预料会再度为股东稍来好消息。

（吉隆坡11日讯）大马7月半导体生产量走扬，KESM科技（KESM，9334，主板科技组）下季预料会再度为股东稍来好消息。

该公司营业额与该经济数据有连动关系，根据《彭博社》报道，在过去5年以来，该公司的营业额与半导体生产的相关系数为0.7。

值得留意的是，年初至今，我国半导体生产量已经接近80%成长，在相关数据比公司财报早公布情况下，该数据可以作为分析KESM科技业务前景参考。

尽管有利好消息支持，但该公司在周一不起反跌，全天下挫6仙或0.41%至14令吉74仙，但该公司年初至今涨幅也高达50.74%或4令吉96仙，是马股表现相当优越的科技股之一。

KESM科技主要从事汽车半导体业务，为汽车商进行半导体测试和预烧，由于汽车半导体商业周期较长，该公司因此受惠，近期更交出了不俗的业绩表现。

Posted by paperplane2016 > 2017-09-12 11:51 | Report Abuse

seems to be a good timing to add now, add little KESM today.

Posted by ongmari > 2017-09-12 13:42 | Report Abuse

hope to see breakup at 15 soon

Posted by Alex Foo > 2017-09-12 16:34 | Report Abuse

kesm depreciation

Plant, machinery and test equipment 1.5 - 5 years

Posted by Alex Foo > 2017-09-12 16:34 | Report Abuse

The cost of plant, machinery and test equipment is depreciated on a straight-line basis over the assets’ estimated
economic useful lives. Management estimates the useful lives of these plant, machinery and test equipment to be
within 1.5 to 5 years. These are common life expectancies applied in the semiconductor industry. Changes in the
expected level of usage and technological developments could impact the economic useful lives and the residual
values of these assets, therefore, future depreciation charges could be revised.Write a comment..

Posted by Alex Foo > 2017-09-12 16:36 | Report Abuse

is it the norm in semicon industry? any player same as kesm?

Posted by ooihk899 > 2017-09-12 17:22 | Report Abuse

No direct competitor. Norm cause most product life cycle short.

Posted by paperplane2016 > 2017-09-12 18:25 | Report Abuse

sure boh. depreciated in 1.5 years is too over.....

Posted by ongmari > 2017-09-13 10:23 | Report Abuse

mari liao....15.4 soon

Posted by paperplane2016 > 2017-09-13 13:24 | Report Abuse

good , lucky I add yesterday.

Posted by 888newbie > 2017-09-13 14:08 | Report Abuse

paperplane, you are a star. I followed your lead on this one when it was just slightly below 10.00

Posted by ongmari > 2017-09-13 16:13 | Report Abuse

holding well.....

Posted by paperplane2016 > 2017-09-13 17:10 | Report Abuse

hehe. good for all who earn. no worry yeah, new pun sudah said coming result CONFIRM great loh

Posted by kk123 > 2017-09-13 19:20 | Report Abuse

Kesm is a company that does a lot of testing work for the real chipmakers..
Kesm prospect started to improve after nxp takeover freescale...
this open them up to the auto chip sector...-which is nxp is strong in the auto chip industry...
Latest is Nxp could also be swollowed by qualcomm..
If that deal happens ...have to see what sort of impact of these giant merger to kesm..and also its parent sunright...
Since they are at the bottom of that food chain..

https://www.google.com.sg/amp/www.nasdaq.com/article/is-qualcomms-merger-with-nxp-semiconductors-facing-trouble-cm844466/amp

Posted by kk123 > 2017-09-13 19:23 | Report Abuse

The transaction will place Qualcomm in the second position after Intel Corp. INTC in terms of sales in the broader global semiconductor market. Moreover, the combined entity will also become a formidable challenger to other large semiconductor firms like Broadcom Ltd. AVGO , Analog Devices Inc. ADI and ARM Holdings.

Posted by Kadir Almushayah > 2017-09-14 10:52 | Report Abuse

heard news that US showing interest in HSR project. haha, seems that msia is attractive.Sooner or later giant US IT firms also may relook here.

Posted by ongmari > 2017-09-14 11:14 | Report Abuse

sold too early again....aiya.....wait for another round

Posted by Alex Foo > 2017-09-14 11:15 | Report Abuse

ongmari, why ur finger so gatal? =D

Posted by ongmari > 2017-09-14 11:18 | Report Abuse

earn less lo...next round dip buy again....

Posted by Alex Foo > 2017-09-14 11:30 | Report Abuse

ok =)

Posted by paperplane2016 > 2017-09-14 12:13 | Report Abuse

hehe, happily earning

Posted by huiyi > 2017-09-14 12:19 | Report Abuse

Zzzz..sleepy.
waiting so long for RM18.00

Posted by 888newbie > 2017-09-14 13:58 | Report Abuse

hooray hooray