Posted by kk123 > 2018-02-26 17:11 | Report Abuse

Avi-tech
Current share price : S$54c
EPS : 5c
Dividend : 2.8c + 1.3c going X =2018-04-30
Yield: ~6.9%
Cash: ~30m
Current PE: 12x (estimated PE : 10.7X)
Debt: Zero.
Its doing burn- in testing for semiconductor companies in the automotive industry..
The owner/boss highlight he may explore value accretive potential M&A with its strong cashflow and cash balances (near zero debt). boss been buying back shares actively...
its in RHB top "small cap jewel" list..
Ok sayonara..and good luck..

Posted by kk123 > 2018-02-26 17:17 | Report Abuse

"Its a dog year, not a cat year. So follow the top dogs"..

Posted by leecuteguy > 2018-02-26 17:24 | Report Abuse

Any comments??? big block Q to buy

Posted by Mohd Fahmi Bin Jaes > 2018-02-26 17:27 | Report Abuse

No

Posted by kk123 > 2018-02-26 17:33 | Report Abuse

Bidder 102500 @ 20.50...cost = RM 2.1 million..

Posted by hstha > 2018-02-26 22:41 | Report Abuse

Pentamaster's net profit was up 33% QoQ.

Posted by hstha > 2018-02-26 22:47 | Report Abuse

I expect KESM's net profit will be up around 30% QoQ.

Posted by hstha > 2018-02-26 23:26 | Report Abuse

The company has business dealings with virtually all the American semiconductor manufacturers.
http://www.kesmi.com/activities.html

Kesm's stock price should be more linked to the US semiconductor index than other Malaysian semiconductor stocks are due to the above fact.

Posted by hstha > 2018-02-26 23:28 | Report Abuse

US semiconductor index has been very bullish.
https://finance.yahoo.com/quote/%5ESOX/components/

Posted by tecpower > 2018-02-27 00:55 | Report Abuse

Apple is near multi year high. hahaha

https://finance.yahoo.com/quote/AAPL/

Posted by hstha > 2018-02-27 08:25 | Report Abuse

21.30 today?

Posted by ooihk899 > 2018-02-27 13:04 | Report Abuse

hstha and tecpower, you both from some fund or smart money currently selling?
if not why promotion so much since you guys joined?

Posted by aiinvestor > 2018-02-27 23:02 | Report Abuse

Chipmaker stocks could rise further based on the latest North American billings data for January, which jumped by 27.2 percent versus the same period a year ago.

Read more: Why Chip Stocks Will Keep Rising | Investopedia https://www.investopedia.com/news/chipmaker-stocks-may-continue-rise-strong-billings/#ixzz58JxtEwMa
Follow us: Investopedia on Facebook

Posted by aiinvestor > 2018-02-27 23:52 | Report Abuse

US dollar index has been bullish. It's good for Malaysian semiconductor stocks.

Posted by ooihk899 > 2018-02-28 11:28 | Report Abuse

aiinvestor, I think enough promotion lo. You still haven't finish selling meh?

Posted by aiinvestor > 2018-03-01 08:02 | Report Abuse

US$ rises on Powell's economic outlook | http://www.klsescreener.com/v2/news/view/348107

Posted by GG_Liang > 2018-03-01 12:01 | Report Abuse

Kk123. Did you buy avi tech? At what price? Thank you

Posted by hstha > 2018-03-02 00:18 | Report Abuse

1 March 2018

“However, we see minimal re-rating catalysts for Inari in the next three to six months due to earnings pressure from ringgit's appreciation. We advocate to switch to KESM,” it said.
Read more at https://www.thestar.com.my/business/business-news/2018/03/01/inari-amertron-on-multi-year-earnings-growth-says-cimb-research/#JySLhc084YIXp1R6.99

Posted by hstha > 2018-03-02 00:25 | Report Abuse

The recent QR announcement of GLOBETRONICS is extremely good. But don't buy it because
its P/E is too high and ii) it's not an automotive semconductor stock.

Buy KESM beacuse of
i) minimal forex exposure and ii) a rapidly growing automotive semiconductor stock

Posted by kk123 > 2018-03-02 11:40 | Report Abuse

GG_Liang ..
Avi-tech is cheap compared to the same sector average of it's m'sian counterpart...and its net cash company with cash hoard..have some...

Posted by Mohd Fahmi Bin Jaes > 2018-03-02 19:51 | Report Abuse

Down

Posted by hstha > 2018-03-03 16:11 | Report Abuse

Dow Jones U.S. Semiconductors Index was up 1.92% on Friday.
PHLX Semiconductor Sector was up 1.76% on Friday.

Very bullish

Posted by hstha > 2018-03-04 11:14 | Report Abuse

The next QR announcement is just around the corner.

Posted by GG_Liang > 2018-03-04 15:37 | Report Abuse

Kk123...I've bought some avi tech already. Thank you. U have amazing win rate along with gohkimhock.

Posted by leecuteguy > 2018-03-05 15:51 | Report Abuse

@hstha, aiinvestor........ Anything to comment with regard to today price for kesm?

Posted by ooihk899 > 2018-03-05 16:55 | Report Abuse

chill, QR out should out this week

Posted by ooihk899 > 2018-03-05 16:58 | Report Abuse

Looks like a hammer to me, let's see how's tomorrow closing.

Posted by aiinvestor > 2018-03-06 00:13 | Report Abuse

Malaysia's trade exports grow 17.9% to RM82b
Read more at https://www.thestar.com.my/business/business-news/2018/03/05/malaysia-trade-exports-grow-17pt9pct-to-rm82m/#L5isskXlpjLvwyKJ.99

"The main contributors to the increase were exports of electrical and electronic (E&E) products which surged by 27.1%, followed by chemicals and chemical products (23.4%), iron and steel products (60.9%), optical and scientific equipment (18%), manufactures of metal (14.8%) as well as transport equipment (32%)."

Posted by tecpower > 2018-03-06 00:50 | Report Abuse

Semiconductor trends are considered to be leading indicators of technology and broader electronics demand.

Posted by tecpower > 2018-03-06 08:34 | Report Abuse

Steady pace of export growth seen in first half | http://www.klsescreener.com/v2/news/view/349901

Posted by tecpower > 2018-03-06 09:41 | Report Abuse

Sumsung is very bullish today.

Posted by aiinvestor > 2018-03-07 00:16 | Report Abuse

On Tuesday Sunright and Malaysian semiconductor stocks were bullish. Kesm should go up on Wednesday.

Sunright +2.31%
Vitrox +1.14%
Inari + 5.59%
Pentamaster + 5.09%
Kesm 0%
Unisem +1.95%
Vis + 3.49%
MMSV +0.66%

Posted by hstha > 2018-03-07 08:15 | Report Abuse

US semiconductor index is extremely bullish. PHLX Semiconductor was up 1.50% yesterday.

Posted by hstha > 2018-03-07 08:35 | Report Abuse

Global semicon sales surge to US$37.6b in January 2018 | http://www.klsescreener.com/v2/news/view/350511

Posted by hstha > 2018-03-08 00:52 | Report Abuse

Chip stocks just surged to an all-time high, and the charts point to...

Gina Sanchez of Chantico Global and Matt Maley of Miller Tabak discuss chip stocks with Leslie Picker.
https://www.cnbc.com/video/2018/03/06/chip-stocks-just-surged-to-an-all-time-high-and-the-charts-point-to-more-highs-ahead.html

Posted by hstha > 2018-03-08 01:13 | Report Abuse

Billionaires Warren Buffett and Ray Dalio agree on what to do in a volatile market
https://www.cnbc.com/2018/03/07/warren-buffett-and-ray-dalio-agree-on-what-to-do-in-a-volatile-market.html

Posted by hstha > 2018-03-08 08:53 | Report Abuse

Kesm overreacted yesterday. Look at yesterday's sunright price. The Phlx semiconductor index went up 0.29% yesterday

Posted by ooihk899 > 2018-03-08 09:37 | Report Abuse

hstha, the reason our KLSE semicon stock down was because the price of most stock already move up too much ahead as compare to QR or FY result. So, no need to quote US semicon index. Important is the fundamental of the company. If KESM coming QR good, then it will go up. No need to promote, unless you guys(+tecpower n aiinvestor) are from some fund eager to get rid of the shares on hand, that's why you guys are promoting it everyday.

Posted by leecuteguy > 2018-03-08 11:13 | Report Abuse

agreed with ooihk899.......... if KESM price down is overreact, then what if price up??

Posted by ooihk899 > 2018-03-08 17:11 | Report Abuse

QR out, not bad NP grow more than 10%

Posted by GG_Liang > 2018-03-08 17:30 | Report Abuse

Posted another strong quarter

Posted by tongtong2018 > 2018-03-08 17:47 | Report Abuse

not too bad the result =)

Posted by leecuteguy > 2018-03-08 19:49 | Report Abuse

whether result is not bad, not too bad or strong quarter, will show from tomorrow share price how it react ........

Posted by ooihk899 > 2018-03-08 21:27 | Report Abuse

Now QR out, we really like to hear comment on the QR from hatha, tecpower n aiinvestor.

Posted by GeniusTinker > 2018-03-08 22:31 | Report Abuse

Stop promoting KESM in other forum. Good stock no need promotion.

Posted by aiinvestor > 2018-03-08 22:33 | Report Abuse

Kesm is the best semiconductor stock in Malaysia as it focuses on fast-growing automotive semiconductor. It is the best semiconductor stock to hold for a long time.
In 2018 the difference among outperformers, average performers and Underperformers is likely to widen.

Outperformers
KESM' s net profit increased 12.05% YoY.
GLOBETRONICS's net profit increased 293.26.% YoY
-----------------------------------------------------------------------
Average performers
Vitrox’s net profit increased 9.18% YoY.
Inari’s net profit increased 8.83% YoY.
MMSV’s net profit increased 7.97% YoY.
Pentamaster’s net profit increased 4.60% YoY
-----------------------------------------------------------------------
Underperformers
MPI’s net profit decreased 25.06%.
Unisem’s net profit decreased 37.62%.

Posted by aiinvestor > 2018-03-08 22:38 | Report Abuse

Mr. Sam Lim, Executive Chairman & Chief Executive Officer of KESM said, “We
enjoyed strong growth in volumes for our burn-in and test. Our customers continue to
offer more advanced devices with more functions to car manufacturers racing to
produce driverless cars.
New vehicle safety regulations require carmakers to ensure vehicle data are
more secure from remote hacking and malfunctioning, which in turn is increasing the
demand for connected cars. Various digital systems such as Global Positioning
System (GPS) tracking systems, fuel management systems and driver information
systems are becoming a standard feature not only in premium cars but in other cars
as well. These requirements are driving the demand for more semiconductors.
He added, “These changes in the car industry are creating strong demand for
automotive semiconductors and KESM’s focus on this market is rewarded by the
strong results.”

Posted by aiinvestor > 2018-03-08 22:39 | Report Abuse

Mr. Lim commented further, “We also reviewed our position in the current growth
markets and took necessary critical process steps to improve our quality and service
efficiency for our customers.”
According to industry leading research firm, the worldwide semiconductor
revenue is forecast to total US$451 billion in 2018 from US$419 billion in 2017, an
increase of 7.5 percent.
“The favorable market condition driven by improved outlook for broad increase in
automotive content will continue to spur good opportunities for KESM,” said Mr. Lim.
http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=85681&name=EA_GA_ATTACHMENTS

Posted by aiinvestor > 2018-03-08 22:42 | Report Abuse

KESM's revenue has been going up in 13 consecutive quarters.

Posted by aiinvestor > 2018-03-08 22:51 | Report Abuse

The Group’s cash and short-term deposits improved by 7% or RM8.6 million, from RM127.6 million to 136.1 million, which represented the net surplus cash generated from operations.