Posted by aiinvestor > 2018-03-08 23:08 | Report Abuse

Kesm's P/E should be higher than P/E of Vitrox, Inari and Pentamaster. It's out look is better than their outlook.

Posted by aiinvestor > 2018-03-08 23:29 | Report Abuse

KESM 2Q results show reward from focus on automotive semiconductors | http://www.klsescreener.com/v2/news/view/351357

Posted by aiinvestor > 2018-03-08 23:32 | Report Abuse

KESM said demand for semiconductor is driven by new vehicle safety regulations, as well as various digital systems such as global positioning system (GPS), fuel management and driver information that are becoming standard features.
Demand for smarter cars drives up KESM profits | http://www.klsescreener.com/v2/news/view/351333

Posted by Sebastian Sted Power > 2018-03-09 09:22 | Report Abuse

consistent QR. Good to just maintain above 20. No need so greedy

Posted by Kadir Almushayah > 2018-03-09 10:01 | Report Abuse

Share price reflective of good growth fr kesm n sunright

Posted by paperplane > 2018-03-09 11:47 | Report Abuse

not bad... holding RM20

Posted by GG_Liang > 2018-03-09 11:52 | Report Abuse

Sunright SGD1 soon

Posted by paperplane > 2018-03-09 12:05 | Report Abuse

and they already into driveless car testing with their partners, read the report on press. They are ahead 10 years of others!

Keep this stock for next 10 years, wont disappoint you at all I guess!

Posted by paperplane > 2018-03-09 12:07 | Report Abuse

PBT increase by 16% compared last yr, not bad at all right

Posted by Kadir Almushayah > 2018-03-09 12:17 | Report Abuse

paperplane... Any tp fr kesm n sunright in near term

Posted by Kadir Almushayah > 2018-03-09 12:26 | Report Abuse

GG_Liang... Psycological SGD 1 if cn break, gd chance cn go higher

Posted by paperplane > 2018-03-09 14:40 | Report Abuse

let it break 25 first only can go up higher

Posted by ooihk899 > 2018-03-09 15:25 | Report Abuse

It has to break 20.5 first, Kenaga call for sell @18.4, that's why selling between 20.3 to 20,4 now.

Posted by GG_Liang > 2018-03-09 15:44 | Report Abuse

Sgx so geng. Klse no power as always

Posted by Kadir Almushayah > 2018-03-09 16:30 | Report Abuse

Final push to sgd 1 bfore closing_ sunright

Posted by GG_Liang > 2018-03-09 16:40 | Report Abuse

Sunright is like a warrant but premium free. No need to worry about losing value because mother is paying dividend. No need worry about expiry. But Sunright is the father

Posted by kk123 > 2018-03-09 16:53 | Report Abuse

both the father and son are brilliant.

Posted by kk123 > 2018-03-09 17:04 | Report Abuse

It does not matter how slowly you go as long as you do not stop. - confucius

Posted by GG_Liang > 2018-03-09 17:09 | Report Abuse

You are the legend of I3. Much much better than xxx xxx bee. Hahahaha

Posted by Kadir Almushayah > 2018-03-09 17:18 | Report Abuse

kk123.... waah, trade share also follow confucius

Posted by GG_Liang > 2018-03-09 19:00 | Report Abuse

呵呵呵呵呵呵呵呵呵呵呵呵呵呵

Posted by Sebastian Sted Power > 2018-03-09 20:43 | Report Abuse

better makan Nangka then follow Kenanga

Posted by aiinvestor > 2018-03-09 23:47 | Report Abuse

“We maintain our Add rating and RM22 target price, based on 13.5 times CY19F P/E, a 10% discount to the Malaysian outsourcing semiconductor assembly and test providers' mean of 15 times.
Read more at https://www.thestar.com.my/business/business-news/2018/03/09/kesm-to-post-robust-earnings-until-fy20-says-cimb-research/#QbOBpd6YtYKaYFQV.99

Posted by aiinvestor > 2018-03-09 23:50 | Report Abuse

Kenaga is generally very bearish on semiconductor stocks. Just check other semiconductor stocks TPs published by Kenaga. They always give the lowest TP to semiconductor stocks among other Malaysian IBs.

Posted by aiinvestor > 2018-03-09 23:58 | Report Abuse

Malaysia will prove the biggest winner from revised CPTPP, says Moody’s
http://www.theedgemarkets.com/article/malaysia-will-prove-biggest-winner-revised-cptpp-says-moodys


KUALA LUMPUR (March 9): Malaysia will prove the biggest winner from the revised Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) agreement, because the deal will provide export access into new markets, including Canada, Peru and Mexico; benefiting palm oil, rubber and electronics exporters, according to Moody’s Investors Service.

Posted by cheoky > 2018-03-10 00:00 | Report Abuse

happy for kesm holder. lagi happy for my sunright. kaboom just like that. all the best

Posted by aiinvestor > 2018-03-10 00:15 | Report Abuse

US semiconductor stocks break out.,

PHLX Semiconductor (^SOX) is up 1,59% now.
https://finance.yahoo.com/quote/%5ESOX/components/

Posted by aiinvestor > 2018-03-10 00:22 | Report Abuse

US semiconductor stocks break out,

Sunright was up 10.11% today.

Strong momentum

Posted by GG_Liang > 2018-03-10 00:26 | Report Abuse

Why was paperplanes comment deleted? I3 is owned by kenanga?

Posted by tecpower > 2018-03-10 00:45 | Report Abuse

车半导体需求增．KESM潜在派高息 http://www.sinchew.com.my/node/1734655/车半导体需求增．kesm潜在派高息

Posted by tecpower > 2018-03-10 00:51 | Report Abuse

业绩点火股价飙80仙　科仪展望好坏参半 http://www.orientaldaily.com.my/s/234621

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

On Friday Malaysian semiconductor stocks were very bullish.

Kesm +4.10%
Inari +2.26%
Penta + 3.20%
Unisem + 7.45%
MPI + 1.74%

Posted by kchim26 > 2018-03-10 01:19 | Report Abuse

Paperplane, where did u read the report that said KESM is 10 years ahead of others ? :D

Posted by aiinvestor > 2018-03-10 01:28 | Report Abuse

「我们相信，过去的大笔资本支出，足以支撑近期营业额和净利的成长。」

肯纳格投行分析员则指出，科仪工业在次季重新开始加速扩產计划。首季和次季的资本支出分別为1350万令吉和3330万令吉。

「我们预测，2018財政年的资本支出將达到1亿2000万令吉。」

由于客户正积极开发可与其他车子沟通的新车款，因此，科仪工业也致力將其本地和中国的工厂升级成为「智能工厂」。

分析员瞭解到，这些「智能工厂」除了自动化，也將通过网络提供实时製造信息，这对新一代复杂汽车半导体的测试和预烧来说是不可少的。

上半年盈利分別占艾芬黄氏资本和肯纳格投行全年预测的44%和45.3%。两家投行的分析员都认为，这在意料之中，因为该公司下半年的营业额成长可能加速。

艾芬黄氏资本分析员称，「上半年盈利较少是受晶片供应短缺拖累，料下半年这个情况將好转。」

Posted by dompeilee > 2018-03-10 07:56 | Report Abuse

SUNRIGHT almost touched $1.00 yesterday!

Posted by Kadir Almushayah > 2018-03-10 08:07 | Report Abuse

Sunright looks to solid growth in semicon sector..uptrend seems inevitable

Posted by tecpower > 2018-03-10 16:27 | Report Abuse

On Monday the stock price is likely to hit RM 21.00.

Posted by hstha > 2018-03-10 17:04 | Report Abuse

I believe high P/E of semiconductor stocks is totally acceptable as an apparently very high price of a semiconductor stock today will be vey low in a few years. The semiconductor bubble is not like the dot.com bubble. A high price of a semiconductor stock will be justified in the future...

Posted by hstha > 2018-03-10 22:04 | Report Abuse

PHLX Semiconductor (^SOX)

US semiconductor stocks break out.,.

PHLX Semiconductor (^SOX) was up 2.08% on Friday.
https://finance.yahoo.com/quote/%5ESOX/components/

Posted by GG_Liang > 2018-03-12 09:24 | Report Abuse

Sunright is a perfect example that you can't make much money if you like to "trade" in stock market

Posted by Sebastian Sted Power > 2018-03-12 09:25 | Report Abuse

unloaded some Sunright at 1.05 (hebat from 30cents to $1.05)

Posted by Sebastian Sted Power > 2018-03-12 09:26 | Report Abuse

dompliee, still hold how much sunright?

Posted by Matthieu Seven > 2018-03-12 09:30 | Report Abuse

good stock no need scare when buy in.

When I bought KESM at RM12, many people said expensive; When I bought Sunright at 65cents ppl also said expensive

Posted by Kadir Almushayah > 2018-03-12 09:40 | Report Abuse

Sunright will shine bright

Posted by GG_Liang > 2018-03-12 14:20 | Report Abuse

呵呵呵呵呵呵呵呵

Posted by GG_Liang > 2018-03-12 14:57 | Report Abuse

What's the limit up rules for sgx?

Posted by GG_Liang > 2018-03-12 15:13 | Report Abuse

Sunright 1.10. ROI Gam Gam 100% liao

Posted by Kadir Almushayah > 2018-03-12 15:51 | Report Abuse

tecpower... Sunright rising to reach true value

Posted by Matthieu Seven > 2018-03-12 16:27 | Report Abuse

I dont think SGX got limit; that day creative one day can up 300%

Posted by dompeilee > 2018-03-12 16:34 | Report Abuse

SUNRIGHT at 1.13 is up +371% for me :) D :)))