Posted by Alex Foo > 2017-11-24 11:29 | Report Abuse

i actually exited rm18.50 to support mmsv, but i kena there...haha...hand so gatal....

Posted by Alex Foo > 2017-11-24 11:29 | Report Abuse

see guazing so happy...alex sadding...

Posted by eugenethenewbie > 2017-11-24 11:55 | Report Abuse

why sell? i dont understand. this counter and inari are monsters... just hold and close ur eyes..

Posted by ooihk899 > 2017-11-24 11:56 | Report Abuse

Wah, you guys like to do swing trade. I hold since 2015.

Posted by Alex Foo > 2017-11-24 11:58 | Report Abuse

I sell because I need more time to digest the kesm moat. But it is a good ride from 13.8 hehe... Alex late comer... Only play stock since Apr this year.

I'll be back :)

So faster sell haha

Posted by tecpower > 2017-11-24 14:01 | Report Abuse

Split?

Posted by xiaojie88 > 2017-11-24 14:55 | Report Abuse

i also late comer, came in 16.40 and sold after one month 20.40... will have to reassess this counter again.. :/

Posted by ooihk899 > 2017-11-24 15:21 | Report Abuse

Looks like what mega_investor said might be correct. Seems like some fund is collecting.

Posted by Alex Foo > 2017-11-24 15:25 | Report Abuse

so sad ah...why i no buy back RM18.5?

Posted by ooihk899 > 2017-11-24 15:36 | Report Abuse

Alex, actually today when drop below 19 you can collect ma.

Posted by ooihk899 > 2017-11-24 15:37 | Report Abuse

Or maybe you already sialang Ah Heng, Hahaha.

Posted by cefiro22 > 2017-11-24 15:53 | Report Abuse

If you compare the Top 30 Share Holdings from the KESM Annual Report, 2015/16 and earlier, vs 2017, you will notice a big change in ownership- a number of Funds/institutions are now on the top-30 list in the 2017 rpt.

Posted by Dakewlest > 2017-11-24 18:20 | Report Abuse

I bought at RM20.40 and still keeping...

Posted by optimus9199 > 2017-11-24 20:20 | Report Abuse

i bought at RM 4.20 and still keeping 15k shares

Posted by Dakewlest > 2017-11-24 21:49 | Report Abuse

Good for you. Anyone bought above 20?

Posted by leecuteguy > 2017-11-24 22:15 | Report Abuse

sure a lot bought above 20 if not where come the volume for yesterday n the day b4 yesterday

Posted by hstha > 2017-11-25 00:47 | Report Abuse

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

No worries. Haha

Posted by hstha > 2017-11-25 02:15 | Report Abuse

The US semiconductor index has been extremely bullish.

https://www.marketwatch.com/investing/index/sox

Posted by hstha > 2017-11-25 02:17 | Report Abuse

There is no problem with a P/E of around 20.

Posted by hstha > 2017-11-25 09:06 | Report Abuse

Global stocks set fresh record high on business outlook, euro rises | http://www.klsescreener.com/v2/news/view/311575

Posted by ooihk899 > 2017-11-25 11:40 | Report Abuse

Very analysis from guazing. Thank you guazing

http://klse.i3investor.com/blogs/free/139325.jsp

Posted by hstha > 2017-11-25 15:14 | Report Abuse

Just wait for a bonus issue and a SPLIT.

Posted by iTelex6 > 2017-11-25 15:46 | Report Abuse

Cimb research --->Stronger earnings delivery and higher dividend payout are potential catalysts---> maintains RM22 as target price

Posted by iTelex6 > 2017-11-25 15:59 | Report Abuse

Can anyone confirm that within 2 years, reserves in the share premium account has to be set out as bonuses or be capitalized? KESM apparently has substantial amount in the spa. If so then there will be a bonus galore.

Posted by iTelex6 > 2017-11-25 16:00 | Report Abuse

The above seems to be the new state of affairs in the Cos. Act.

Posted by iTelex6 > 2017-11-25 16:02 | Report Abuse

There will apparently be no par values. If so, then can expect a split too. hstha is therefore correct.

Posted by iTelex6 > 2017-11-25 17:28 | Report Abuse

If the above are true then the market would run the stk up.

Posted by ooihk899 > 2017-11-25 18:02 | Report Abuse

Anyone plan to attend the AGM in January pls ask the management.

Posted by ooihk899 > 2017-11-25 18:04 | Report Abuse

I think FY18 result itself will push the share price up.

Posted by iTelex6 > 2017-11-25 18:17 | Report Abuse

True, Cimb expects stronger earnings delivery. My comments are intended for an immediate push this Monday, meaning those who sold might be mistaken.

Posted by hstha > 2017-11-25 18:40 | Report Abuse

No problem moving up to RM 21.00 soon

Posted by optimus9199 > 2017-11-26 06:46 | Report Abuse

@ooikh : I am attending the AGM Jan 11th

Posted by ooihk899 > 2017-11-26 11:57 | Report Abuse

optimus9199, appreciate if you can summarize the info in AGM for us after the AGM. Thank you.

Posted by optimus9199 > 2017-11-26 15:44 | Report Abuse

ok sure..but thats in January 2018

Posted by Mohd Fahmi Bin Jaes > 2017-11-26 15:55 | Report Abuse

Should split

Posted by Dakewlest > 2017-11-26 16:32 | Report Abuse

Split soon.

Posted by leecuteguy > 2017-11-26 17:21 | Report Abuse

why split is good......more liquidity ?

Posted by Kadir Almushayah > 2017-11-27 09:44 | Report Abuse

Mohd Fahmi....waah waiting fr split eh

Posted by victor9999 > 2017-11-27 15:25 | Report Abuse

sell

Posted by HENGYUAN sexy babe @ RM21 > 2017-11-27 17:49 | Report Abuse

KESM performed above our expectation in FY17. Sales and PBT grew by 18.3% and 32% yoy to RM338.0 m and RM47.8 m. The stronger growth for PBT was mainly due to expansion of EBIT margin to 14.1% in FY17 from 12.9% in FY16. Interest income was flat at RM2.5 m while finance costs were down by 20% yoy to RM2.4 m. Excluding exceptional items, KESM’s FY17 earnings grew stronger by 36.6% yoy to RM43.2 m from RM31.6 m in FY16, aided by lower taxation (8.1%/FY17 vs 15.3%/FY16). The resultant adjusted FY17 EPS of 100.34 sen came to 9.1% above our full year forecast. It was reported that world-wide semiconductor revenue is estimated to surpass USD400 billion mark in 2017. According to industry forecast, the average semiconductor content per car will grow from USD490 in 2016 to USD520 in 2017. This growth is driven mainly by communication & entertainment, green initiatives, safety, telematics, lighting and invehicle networking. The Chairman of KESM is quoted saying that KESM work very closely with the top semiconductor manufacturers in these high growth market segments, with key focus on the automotive market. Encouraged by the growth in the automotive segment of the semiconductor industry, we are forecasting a higher EPS of 110.0 sen for FY18. An interim dividend of 6.5 sen for FY17 was proposed. Therefore, CY17 DPS would likely be higher at 9.5 sen net.

Separately, despite increased borrowings (RM69.5 m vs RM39.4 m), KESM still armed with a net cash of RM58.1 m, or RM1.35 per share, as at 31-07-17.

Posted by Dakewlest > 2017-11-27 18:29 | Report Abuse

If their eps is high, y div is low?

Posted by hstha > 2017-11-27 23:10 | Report Abuse

Inari is so bullish. a P/E of 20 is no problem for Kesm.

Posted by tecpower > 2017-11-28 00:21 | Report Abuse

A split and a bonus issue should be just around the corner.

Posted by Kadir Almushayah > 2017-11-28 09:32 | Report Abuse

its time to on..and up again as many statements hve been issued abt semicon

Posted by ooihk899 > 2017-11-28 09:55 | Report Abuse

Relax, it will go up eventually but need to have correction first ma.

Posted by Kadir Almushayah > 2017-11-28 11:57 | Report Abuse

pause and taking a breather,after recent run ups

Posted by eugenethenewbie > 2017-11-28 12:17 | Report Abuse

maybe price too big, need to split for cosmetics purposes so that can attract more buyers. other than that, good fundamental.

Posted by Abdul Rahman > 2017-11-28 14:22 | Report Abuse

So.... Stay put, then?

Posted by eugenethenewbie > 2017-11-28 15:16 | Report Abuse

Im holding tight to mine, kesm is one of the subcons my company is using XD. i have faith in what they r doing.

Posted by leekh5555 > 2017-11-28 15:21 | Report Abuse

take some profit already, bought in June 2016..left 5% holding..