Posted by leekh5555 > 2017-11-28 15:37 | Report Abuse

switch to SAM

Posted by ooihk899 > 2017-11-28 16:11 | Report Abuse

eugene, can share with us what's their capacity utilization now?

Posted by HENGYUAN sexy babe @ RM21 > 2017-11-28 16:26 | Report Abuse

yaya, can share with us more not, Eugene, how they handle customers, their processing turn around, whether professional or not. all these are soft skills

Posted by tecpower > 2017-11-28 20:09 | Report Abuse

The stock price is not very high after the 3 day correction. Time to go up.

Posted by tecpower > 2017-11-28 20:25 | Report Abuse

Inari Amertron shares hit all-time high of RM3.37 http://www.theedgemarkets.com/article/inari-amertron-shares-hit-alltime-high-rm337

Posted by leecuteguy > 2017-11-28 20:44 | Report Abuse

why split or bonus issue is good ??

Posted by Kadir Almushayah > 2017-11-29 16:23 | Report Abuse

leecuteguy....split to allow more ppl to buy,nw price bit high.

Posted by ooihk899 > 2017-11-29 16:29 | Report Abuse

Important is good a result, price will up.

Posted by ooihk899 > 2017-11-29 16:31 | Report Abuse

Looks like no seller. Want to buy cheap also not easy. You may try to pray tomorrow T+4 price will drop lo.

Posted by ooihk899 > 2017-11-29 16:33 | Report Abuse

Haha, turn green now up 18 sen

Posted by leecuteguy > 2017-11-29 17:23 | Report Abuse

THX KADIR

Posted by ooihk899 > 2017-11-29 17:26 | Report Abuse

on 24th volume 300k, tomorrow T+4

Posted by tecpower > 2017-11-29 23:31 | Report Abuse

US third-quarter economic growth fastest in three years http://www.theedgemarkets.com/article/us-thirdquarter-economic-growth-fastest-three-years

Posted by cefiro22 > 2017-11-30 09:22 | Report Abuse

Thanks for your thoughts. Irrespective, tech stocks have gone up too fast and some too high and will now suffer from some kind of "indigestion"...but I wouldn't sell my KESM at current prices.

Posted by Kadir Almushayah > 2017-11-30 09:36 | Report Abuse

cefiro22..so u not selling at this price, so TP at what price

Posted by cefiro22 > 2017-11-30 10:02 | Report Abuse

Hi..Kadir Almushayah..NO. not selling, as the valuations to date are still intact. The future??..unfortunately I cant predict or be able to determine TP except to go by "feel" that a certain figure is apt like "2020" which on hindsight should have acted, but "greed" took over!

Posted by Kadir Almushayah > 2017-11-30 10:31 | Report Abuse

cefiro22... haha, 2020 got numbers 22 in it. is that yr TP ref. haha just asking. Anyway, going by fundamentals, above 20..will b sooner than later

Posted by eugenethenewbie > 2017-11-30 10:47 | Report Abuse

https://www.thestar.com.my/business/business-news/2017/11/29/automotive-sector-to-undergo-major-changes-under-industry-4pt0/

Posted by eugenethenewbie > 2017-11-30 10:53 | Report Abuse

There are more and more sophisticated sensors for instance, humidity sensor, temperature sensor, blood pressure sensor, heartbeat sensors and etc going into our cars in near future due to increasing health awareness, these components have to undergo stress tests for quality assurance, and this is where KESM profit from. As simple as that. Nothing sketchy.

Posted by ooihk899 > 2017-11-30 11:25 | Report Abuse

eugene, thanks for the info. Can share with us whether KESM current production loading is better than last quarter?

Posted by ongmari > 2017-11-30 11:27 | Report Abuse

break 19 only in...no rush

Posted by ongmari > 2017-11-30 11:28 | Report Abuse

pe already 18..top side..

Posted by eugenethenewbie > 2017-11-30 11:30 | Report Abuse

Ooi, i'm sorry that i cant share that with u as im not working IN KESM. What ive mentioned is they are one of our Subcons iirc. Might be a misunderstanding.

Posted by ooihk899 > 2017-11-30 11:37 | Report Abuse

No problem eugene.
ongmari, I think today maybe last day to buy cheap. If you miss it, go HengYuan and try your luch there lo. Hahaha

Posted by cefiro22 > 2017-11-30 12:34 | Report Abuse

FAO.>>Kadir Almushayah > Nov 30, 2017 10:31 AM Re Your post....

No..- 2020 = Wawasan 2020...But RM22 is also quite close to Affin-Hwang TP of 21.80 in 2018....Right now, more important is to figure out at what price to start collecting/accumulating on this down trend. What's your figure, approx.?

Posted by Kadir Almushayah > 2017-11-30 15:10 | Report Abuse

guys....kesm got potential.. only issue is the real market price level fr its shares.For nw , they are in the right biz

Posted by tecpower > 2017-12-01 00:08 | Report Abuse

Dow crosses 24,000 mark as banks climb, techs rebound | http://www.klsescreener.com/v2/news/view/314183

Posted by hstha > 2017-12-01 19:54 | Report Abuse

Malaysia monthly trade surplus likely widened to RM8.9b in October, says Moody’s Analytics http://www.theedgemarkets.com/article/malaysia-monthly-trade-surplus-likely-widened-rm89b-october-says-moodys-analytics

Posted by hstha > 2017-12-01 21:41 | Report Abuse

http://electroiq.com/blog/2017/11/semiconductor-industry-continues-upward-trend-toward-record-year/

Posted by Mohd Fahmi Bin Jaes > 2017-12-03 20:36 | Report Abuse

Must split

Posted by hstha > 2017-12-04 19:25 | Report Abuse

日經PMI刷3年半新高 11月製造業大復甦 | http://www.klsescreener.com/v2/news/view/314805

10月出口料加速成長 | http://www.klsescreener.com/v2/news/view/314823

Malaysia's Oct export growth seen climbing 18.5% y/y | http://www.klsescreener.com/v2/news/view/314693

Posted by leecuteguy > 2017-12-04 23:19 | Report Abuse

every day is the day for split n bonus for u

Posted by hstha > 2017-12-04 23:19 | Report Abuse

Malaysia’s manufacturing at 43-month high in November — IHS Markit | http://www.klsescreener.com/v2/news/view/314665

Posted by Kawkaw > 2017-12-05 00:44 | Report Abuse

Any possiblity dive to 18.30...

Posted by Kadir Almushayah > 2017-12-05 12:13 | Report Abuse

expect to consolidate more.

Posted by hstha > 2017-12-05 20:03 | Report Abuse

Write a comment..RAM predicts Malaysia exports expanded 17.9% y-o-y in Oct | http://www.klsescreener.com/v2/news/view/315383

Posted by hstha > 2017-12-05 20:19 | Report Abuse

Manufacturing PMI strongest in 43 months | http://www.klsescreener.com/v2/news/view/315157

Posted by hstha > 2017-12-05 20:28 | Report Abuse

Amended Notice of the Forty-Sixth Annual General Meeting ("46th AGM")
Further to the Errata dated 5 December 2017, enclosed the amended Notice of 46th AGM where the dividend amount is corrected to 6 sen in the notice
Date of Meeting 11 Jan 2018

Posted by hstha > 2017-12-05 21:11 | Report Abuse

SAN FRANCISCO—A key semiconductor industry market watcher has once again revised its 2017 chip sales forecast upward after the industry posted another all-time record month in October.
https://www.eetimes.com/document.asp?doc_id=1332686

Posted by hstha > 2017-12-05 21:15 | Report Abuse

Automotive Technology Is Poised To Drive This Semiconductor Manufacturer To High Growth

As the automotive industry becomes more high tech, the amount of semiconductors used per vehicle is increasing, which provides lucrative opportunity for Texas Instruments.

https://seekingalpha.com/article/4129644-automotive-technology-poised-drive-semiconductor-manufacturer-high-growth

Posted by Kadir Almushayah > 2017-12-06 09:27 | Report Abuse

hstha...tq, very interesting news. Can check whether Texas Inst. is it one of KESM clients?

Posted by eugenethenewbie > 2017-12-06 10:39 | Report Abuse

http://www.theedgemarkets.com/article/shared-selfdriving-cars-could-slash-demand-us-sedans

Posted by hstha > 2017-12-06 13:15 | Report Abuse

Global semicon sales up 21.9% y-o-y in October to US$37.1 billion, says SIA | http://www.klsescreener.com/v2/news/view/315527

Posted by hstha > 2017-12-06 20:10 | Report Abuse

Malaysia's Oct exports continue double-digit growth at 19.8% y-o-y | http://www.klsescreener.com/v2/news/view/315779

Posted by hstha > 2017-12-06 23:55 | Report Abuse

Just hold KESM. The stock price of Texas Instruments has been solid enough.
https://finance.yahoo.com/quote/TXN?p=TXN

Posted by hstha > 2017-12-07 07:29 | Report Abuse

半导体销售占全球三分一 中国需求点亮科技股 | http://www.klsescreener.com/v2/news/view/315995

Posted by hstha > 2017-12-07 07:36 | Report Abuse

MIDF research analysts optimistic about the Chinese government will continue to pull the local semiconductor industry, making global semiconductor demand higher.

For now, China accounts for about a third of global semiconductor sales, and Malaysia is also Malaysia's largest importer of semiconductors.

He believes that with the demand of China, the global semiconductor sales will still make considerable growth.

"In addition to mobile phones, the automotive, storage and healthcare sectors will also continue to support the growth in semiconductor sales." Therefore, he maintains a "positive" rating in the sector.

Posted by Mohd Fahmi Bin Jaes > 2017-12-07 07:55 | Report Abuse

Apple Will Beat The Skeptics and Rise 27%: Guggenheim
By Mark Kolakowski | December 6, 2017 — 8:00 AM EST
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The iPhone line of smartphones from Apple Inc. (AAPL) will be a major driver of revenue and earnings for the company in upcoming years, according to Robert Cihra, senior technology, media, and telecom research analyst at Guggenheim Partners LLC, as reported by Barron's. The iPhone is riding a wave of "pent-up demand," Cihra writes in recent research report excerpted by Barron's. He forecasts that unit sales will rise by 13%, average prices by 17%, and total sales revenues by 32% in Apple's current fiscal year, which ends on September 30, 2018.


Read more: Apple Will Beat The Skeptics and Rise 27%: Guggenheim | Investopedia https://www.investopedia.com/news/apple-will-beat-skeptics-and-rise-27-guggenheim/#ixzz50WodPS1a
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Posted by Kadir Almushayah > 2017-12-07 09:49 | Report Abuse

An Apple a day will make our day

Posted by Maxtrader > 2017-12-07 12:00 | Report Abuse

Yes. Is rebound time soon. This pattern come out again...