Posted by mega_invester > 2018-01-05 22:29 | Report Abuse

why up so much? any news?

Posted by hstha > 2018-01-05 22:43 | Report Abuse

why?

1. Malaysian stocks are very bullish. KLCI was up 0.81%.
2. Global semiconductor sales in November 2017 were at their highest at US$37.7 billion (RM151.11 billion) (+21.5% year-on-year [y-o-y], +1.6% month-on-month [m-o-m]).
Broad-based double-digit growth continued to be observed across all regions. The strongest was recorded by the Americas (+40.2% y-o-y)

Posted by hstha > 2018-01-05 22:46 | Report Abuse

2018 CIMB (small cap)' s top pick : KESM

Posted by hstha > 2018-01-05 22:57 | Report Abuse

Our Activities

KESM is principally involved in specialized electronic manufacturing activities. More specifically, the company is engaged in providing burn-in services. The company has business dealings with virtually all the American semiconductor manufacturers.

http://www.kesmi.com/activities.html

Posted by Kadir Almushayah > 2018-01-06 07:17 | Report Abuse

CNY rally early coming?

Posted by tecpower > 2018-01-06 09:13 | Report Abuse

On Friday Nasdaq and the US semiconductor index were bullish! Buy Kesm on Monday! RM 21.8 - 22.4 by the AGM would be an easy target!

Posted by dompeilee > 2018-01-06 09:53 | Report Abuse

Sunright revisits its 14-year highs again...Yayyyy!!! :)

Posted by Maxtrader > 2018-01-06 10:55 | Report Abuse

Anyone here will attend the kesm agm? Can drop by ur wechat or whatsapp so that we can meet up there

Posted by Kadir Almushayah > 2018-01-06 11:17 | Report Abuse

@dompeilee....waah u still hold sunright ?

Posted by dompeilee > 2018-01-06 13:42 | Report Abuse

Of course! :)

Posted by shareinvestor88 > 2018-01-06 18:53 | Report Abuse

Bonus or split ?

Posted by leecuteguy > 2018-01-06 18:58 | Report Abuse

why bonus or split ..........any indication or just prediction

Posted by shareinvestor88 > 2018-01-06 23:04 | Report Abuse

Huge retained profit

Posted by leecuteguy > 2018-01-06 23:27 | Report Abuse

give more dividend is not bad idea too, if huge retained profit

Posted by tecpower > 2018-01-06 23:42 | Report Abuse

For automotive, the Outsourced Semiconductor Assembly and Test (OSAT) players in Malaysia have revealed that their respective automotive segments are still seeing resilient sales due to the increasing semiconductor content per vehicle as well as growing demand for advanced vehicle safety and comfort systems.

Posted by tecpower > 2018-01-07 09:28 | Report Abuse

6 reasons why you should invest in KESM now

1. Malaysian stocks are very bullish. KLCI was up 0.81%.

2. Global semiconductor sales in November 2017 were at their highest at US$37.7 billion (RM151.11 bilion) (+21.5% year-on-year [y-o-y], +1.6% month-on-month [m-o-m]).
Broad-based double-digit growth continued to be observed across all regions. The strongest was recorded by the Americas (+40.2% y-o-y). KESM has business dealings with virtually all the American semiconductor manufacturers. The next QR announcement must be very good.

3. 2018 CIMB (small cap)' s top pick : KESM

4. KESM focuses on automotive application, where they can see resilient sales in the future due to the increasing semiconductor content per vehicle as well as growing demand for advanced vehicle safety and comfort systems.

5. split and bonus issue near future?

6 AGM on Thursday

Posted by iTelex6 > 2018-01-07 12:22 | Report Abuse

I read it somewhere in analysts' reports.

Posted by ooihk899 > Jan 5, 2018 02:16 PM | Report Abuse

iTelex6, how do you know

'Its last qtr result seemed to have been contributed in a large part in Oct'?

Posted by optimus9199 > 2018-01-07 16:49 | Report Abuse

Bonus issue to be proposed in AGM this Thursday

Posted by 9888 > 2018-01-07 17:52 | Report Abuse

I am attending the AGM Jan 11th

Posted by mega_invester > 2018-01-07 20:58 | Report Abuse

9888 i will attend too. if don mind drop by ur contact and we will meet there

Posted by tecpower > 2018-01-07 23:30 | Report Abuse

22.0 tomorrow?

Posted by cheoky > 2018-01-08 09:22 | Report Abuse

go buy mother-sunright for cheaper entry

Posted by ooihk899 > 2018-01-08 12:04 | Report Abuse

Someone block at 21.5@527

Posted by 9888 > 2018-01-08 13:21 | Report Abuse

mega_invester we meet there and set up whecat group

Posted by optimus9199 > 2018-01-08 16:07 | Report Abuse

ok see u guys there at AGM @ 9888 / mega investor

Posted by optimus9199 > 2018-01-08 17:20 | Report Abuse

wow multi year high KESM RM 22.20

Posted by HENGYUAN Sexy Babe @ RM21 > 2018-01-08 17:33 | Report Abuse

today volume high oh

Posted by shareinvestor88 > 2018-01-08 20:29 | Report Abuse

Share split 1 to 4 or 5 ?

Posted by mega_invester > 2018-01-08 21:55 | Report Abuse

9888 and optimus9199 or u give me wechat i open a group now?

Posted by tecpower > 2018-01-08 22:04 | Report Abuse

KESM may rise higher, says RHB Retail Research

January 08, 2018 08:30 am +08



KUALA LUMPUR (Jan 8): RHB Retail Research said KESM Industries Bhd may rise higher after it breached above the RM20.50 threshold.

In a trading stocks note today, the research house said the stock has posted another white candle and recoded a new 52-week high, thereby enhancing the bullish sentiment.

“A bullish bias may appear above the RM20.50 level, with an exit set below the RM19.00 threshold.

“Towards the upside, the near-term resistance level is at RM23.00. This is followed by the RM25.00 level,” it said.



http://www.theedgemarkets.com/article/kesm-may-rise-higher-says-rhb-retail-research

Posted by tecpower > 2018-01-08 22:05 | Report Abuse

23.5 tomorrow?

Posted by optimus9199 > 2018-01-08 22:12 | Report Abuse

@megainvester : add me at we chat : Brandonyeap

Posted by cheoky > 2018-01-08 22:16 | Report Abuse

pls chase sunright also la. $110mil. KESM 48% is RM459mil or $153mil? other assets in sunright le? Logic ini tak boleh pakai? net cash le said $35mil. Still cannot?

Posted by hstha > 2018-01-09 00:34 | Report Abuse

The US semiconductor index is bullish today. Buy Kesm today

Posted by aiinvestor > 2018-01-09 11:27 | Report Abuse

Buy the dips. AGM ON THIS THURSDAY

Posted by dompeilee > 2018-01-09 14:57 | Report Abuse

SUNRIGHT breaks out to a NEW 17-year HIGH...the highest since March 2000 during the height of the dot.com bubble ! :D $1.00 is a matter of time...last seen in late Feb 2000 :)

Posted by shpg22 > 2018-01-09 15:28 | Report Abuse

Its overvalue. BUY INARI or VS

Posted by optimus9199 > 2018-01-09 16:20 | Report Abuse

See you guys Thursday at AGM

Posted by GeniusTinker > 2018-01-09 17:29 | Report Abuse

Too bad, I can't attend. Share the good news or bad news here ya.

Posted by shareinvestor88 > 2018-01-09 18:01 | Report Abuse

TP 25
1 to 5 split
price 5 post split

Posted by HENGYUAN Sexy Babe @ RM21 > 2018-01-09 18:41 | Report Abuse

Hopefully

Posted by aiinvestor > 2018-01-09 21:40 | Report Abuse

11 January: AGM

Posted by aiinvestor > 2018-01-09 21:41 | Report Abuse

TP : 21.80

Posted by hstha > 2018-01-09 23:43 | 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

Posted by hstha > 2018-01-09 23:50 | Report Abuse

https://klse.i3investor.com/servlets/fdnews/243621.jsp

Good

Posted by optimus9199 > 2018-01-10 05:38 | Report Abuse

Anyone can help me find how much is the total share capital or share premium of KESM pls? thanks

Posted by optimus9199 > 2018-01-10 05:39 | Report Abuse

Example of analysis by Kenanga on Kerjaya --> mentioned about its share premium and share capital...

http://cdn1.i3investor.com/my/files/st88k/7161_KERJAYA/pt/KENANGA/7161_KERJAYA_KENANGA_2017-11-23_SELL_3.40_Kerjaya%20Prospek%20Group%20-%209M17%20Inline,%20New%20Contract_-1400949967.pdf

Posted by hstha > 2018-01-10 07:17 | Report Abuse

Strong 2017 and firmer 2018 seen for semicon equipment industry, says SEMI chief | http://www.klsescreener.com/v2/news/view/328321

Posted by shareinvestor88 > 2018-01-10 08:03 | Report Abuse

Share capital 44m. Retained earnings 278m.
Can give bonus 6 to 1

Posted by Kendo Ken Hz > 2018-01-10 13:07 | Report Abuse

Buy today still can get bonus share?