Posted by deddymines > 2017-11-23 09:47 | Report Abuse

favourite ever stock! 21 coming!

Posted by Dakewlest > 2017-11-23 09:55 | Report Abuse

I bought some lots. I hope after qr split 1:5. When is next qr release???

Posted by zoomsbooms > 2017-11-23 09:58 | Report Abuse

sunright?where is sunright actually?

Posted by Kadir Almushayah > 2017-11-23 10:22 | Report Abuse

zoomsbooms....sunright is major shareholder of KESM.. listed in sgx. (spore)

Posted by zoomsbooms > 2017-11-23 11:06 | Report Abuse

i see..ok tq

Posted by Dakewlest > 2017-11-23 14:25 | Report Abuse

Guys, is the stock expensive? What do you think?

Posted by ooihk899 > 2017-11-23 14:47 | Report Abuse

Semicon stock PE 20 is norm. You can check the FCF and Capex.
This stock is in automobile semicon sector. Pls do your own reaserch.
you can also read the thread for the past 2 years, then you will have more understanding of this counter.

Posted by ooihk899 > 2017-11-23 14:49 | Report Abuse

wow, new high again.

Posted by Kadir Almushayah > 2017-11-23 14:51 | Report Abuse

ooihk899...who are kesm competitors/ peers

Posted by Misbehavior > 2017-11-23 14:53 | Report Abuse

now is fair value. consider buy only if prepare to hold for long term.

Posted by ooihk899 > 2017-11-23 15:20 | Report Abuse

no direct competitior

Posted by ooihk899 > 2017-11-23 15:32 | Report Abuse

But sunright got 3 direct competitors

Posted by Kadir Almushayah > 2017-11-23 15:47 | Report Abuse

I checked sunright is the main player in burn-in testing industry

Posted by ooihk899 > 2017-11-23 17:12 | Report Abuse

result out, QoQ down, YoY up

Posted by Misbehavior > 2017-11-23 17:56 | Report Abuse

Highest revenue. profit before tax QoQ actually up. I notice that "employee benefits expense" higher, due to financial year end bonus?

Posted by ooihk899 > 2017-11-23 18:27 | Report Abuse

Agreed, it's a good quarter result.

Posted by Alex Foo > 2017-11-23 18:32 | Report Abuse

hmm....can anyone comment on capex....

aggressive capex >RM100mil, but profit <RM50mil...

Posted by Alex Foo > 2017-11-23 18:33 | Report Abuse

i suppose kesm need to continue to do serious capex to maintain such profit margin...hmm....

Posted by ooihk899 > 2017-11-23 19:22 | Report Abuse

Alex, let's give it another 2 quarters. Time is needed to setup and qualified the line. Customer may need to buy off/audit before prod.
You can attend this coming AGM get find out more detail info.

Posted by nocindycat > 2017-11-23 19:24 | Report Abuse

doenst desreve this kind of price la, prepare to drop hard tomorrow!

Posted by Dakewlest > 2017-11-23 19:45 | Report Abuse

Nocindycat: why so sour???

Posted by ooihk899 > 2017-11-23 19:58 | Report Abuse

Drop lo, so what? The fundamental did not change. WE do not invest for short term. If drop a lot still can add some ma.

Posted by lanina1 > 2017-11-23 20:36 | Report Abuse

QoQ down is actually due to previous Q tax incentive, exclude that QoQ still up, another good set of Q result

Posted by hstha > 2017-11-23 21:09 | Report Abuse

The current stock price is not very high. The stock price is likely to be flat tomorrow.
Possible SPLIT near future

Posted by hstha > 2017-11-23 21:17 | Report Abuse

I think its TP will not change. Just wait for a bonus issue and a SPLIT.

Posted by Splendid88 > 2017-11-23 21:26 | Report Abuse

If we understand why it drops and the reason is not permanently irreversible the primary good aspect of a stock remains intact,moreover it still having great potential moving ahead

Posted by hstha > 2017-11-23 21:33 | Report Abuse

It's extremely good that revenue has been increasing in 11 consecutive quarters.

Posted by mega_invester > 2017-11-23 21:55 | Report Abuse

is a super good result guys... i am very happy with it. if u are not happy with it. u can sell anytime.. if can after sell just dont check de stock price in future. u might kill urself.

Posted by leecuteguy > 2017-11-23 22:23 | Report Abuse

let see tomorrow, whether majority of the holders are happy with the results or not,..........if price drop that show not happy because selling pressure...........if price flat that show they are no worry about the prospect of this company.........if price goes up that show the QR is good

Posted by Kadir Almushayah > 2017-11-23 22:32 | Report Abuse

The main plus factor is semicon industry is booming fr now.

Posted by Goldmann > 2017-11-23 23:10 | Report Abuse

tomorrow watch show

Posted by optimus9199 > 2017-11-24 07:30 | Report Abuse

wonderful results hope today will fly to RM 21

Posted by mega_invester > 2017-11-24 08:22 | Report Abuse

kesm stand above rm21....

Posted by ooihk899 > 2017-11-24 08:41 | Report Abuse

Hope morning have cheap sale, hahaha

Posted by aiboon > 2017-11-24 09:07 | Report Abuse

lol....sell down..pui

Posted by Alex Foo > 2017-11-24 09:14 | Report Abuse

ok ah ooi, im just afraid that it would be like what fisher said that there is still more capex needed to sustain a marginal or non-existent profit margin. But if the capex is meant to build more lines to further stretch the profit margin, then it will be good.

Does KESM need to continually update their machine to provide burn in service?

Posted by HENGYUAN sexy babe @ RM21 > 2017-11-24 09:22 | Report Abuse

profit taking? contra play?

Posted by Alex Foo > 2017-11-24 09:22 | Report Abuse

if there is one moat i can highlight, it is kesm's being the largest tester in the region.

Posted by ooihk899 > 2017-11-24 09:29 | Report Abuse

Well, Alex, Kenaga just release their report on the QR, I believe info is all there.

Posted by ooihk899 > 2017-11-24 09:33 | Report Abuse

Cheap sale finish so fast?

Posted by Mohd Fahmi Bin Jaes > 2017-11-24 09:33 | Report Abuse

Sell

Posted by cefiro22 > 2017-11-24 09:41 | Report Abuse

hmm..for me to BUY...timing at 19.00

Posted by aiboon > 2017-11-24 09:57 | Report Abuse

kenaga sell....

Posted by dompeilee > 2017-11-24 10:00 | Report Abuse

If you want exposure to KESM without experiencing the massive drops like today, parent Sunright is a much safer bet, since the latter's stake is worth S$1.06 per share even now,

Posted by Kadir Almushayah > 2017-11-24 10:13 | Report Abuse

dompeilee.. Sunright still hold steady.

Posted by dompeilee > 2017-11-24 10:29 | Report Abuse

This month pattern like this- KESM rise 1.00 +, Sunright no rise or rise 2-6c. Now KESM drop 1.00+, Sunright steady :)

Posted by Kadir Almushayah > 2017-11-24 10:36 | Report Abuse

sunright no worries..only own 48% ...cn cash out some

Posted by Kadir Almushayah > 2017-11-24 10:45 | Report Abuse

as reported" more than 1.7b of semiconductors were processed by KESM factories in Msia n China" ..such robust business.

Posted by Alex Foo > 2017-11-24 11:23 | Report Abuse

hehe

Posted by ooihk899 > 2017-11-24 11:25 | Report Abuse

Alex you quietly collect ar?