Posted by dompeilee > 2018-03-12 16:37 | Report Abuse

Another huge win after Huaan, KSSC and MBMR :)

Posted by tecpower > 2018-03-12 16:44 | Report Abuse

Malaysia's January factory output seen surging 7.1% y/y | http://www.klsescreener.com/v2/news/view/352411

Posted by tecpower > 2018-03-12 18:44 | Report Abuse

Semiconductor rally is likely to continue

Today

Kesm + 0.59%
Vitrox +4.73%
Inari + 1.58%
Pentamaster + 4.42%
Unisem + 0/73%
MPi + 2.62%
MMSV + 0.67%
Elsoft + 2.36%

Posted by aiinvestor > 2018-03-12 20:13 | Report Abuse

“As other markets, particularly the US, become more expensive, we expect investors to increasingly consider global opportunities, particularly in emerging markets, given the structural positive growth prospects and benign fundamentals.

“More broadly, we expect technology names to maintain their outperformance, although we think the market will sharpen its focus between the sub-sectors with idiosyncratic risks in mind this year,” he says.
Will the rally in emerging markets continue? | http://www.klsescreener.com/v2/news/view/352043

Posted by Kadir Almushayah > 2018-03-12 22:21 | Report Abuse

Good result frm sunright

Posted by tecpower > 2018-03-12 22:33 | Report Abuse

BRIEF-Sunright ‍Posts H1 Net Profit Attributable Of S$3.3 Mln

March 12 (Reuters) - Sunright Ltd:

* ‍H1 REVENUE S$78.3 MILLION, UP 12%​
* H1 ‍NET PROFIT ATTRIBUTABLE S$3.3 MILLION VERSUS S$2.4 MILLION Source text for Eikon: Further company coverage:
https://www.reuters.com/article/brief-sunright-posts-h1-net-profit-attri/brief-sunright-posts-h1-net-profit-attributable-of-s3-3-mln-idUSFWN1QU0FU

Posted by tecpower > 2018-03-12 22:43 | Report Abuse

Semiconductor rally is coming. Most analysts failed to predict that at the end of 2017.
https://finance.yahoo.com/quote/%5ESOX/

Posted by tecpower > 2018-03-13 00:02 | 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

"The company has business dealings with virtually all the American semiconductor manufacturers."

That's why the stock price has more to do with US semiconductor index than other Malaysian semicoinductor stocks do.

Posted by dompeilee > 2018-03-13 08:07 | Report Abuse

Sunright, Sino Hua-An, Kuchai, Powermatic Data...these stocks will move me from semi-retirement to full retirement mode by my late 40s :)

Posted by dompeilee > 2018-03-13 08:10 | Report Abuse

Li & Fung in HK, which I have 10k shares awaiting a special dividend, is a wildcard...

Posted by Kadir Almushayah > 2018-03-13 17:33 | Report Abuse

Profit taking today

Posted by leecuteguy > 2018-03-13 19:01 | Report Abuse

hope RM 20 is the support level......

Posted by Kadir Almushayah > 2018-03-13 21:25 | Report Abuse

closing abv 20 fr kesm, abv 1 fr sunright...is good sign

Posted by tecpower > 2018-03-14 01:01 | Report Abuse

Semiconductor stocks are at their highest since 2000. This should be the talk of Wall Street, says technician
https://www.cnbc.com/2018/03/13/semiconductor-stocks-are-at-their-highest-since-2000.html

Posted by ooihk899 > 2018-03-14 16:19 | Report Abuse

Pls don't promote US index here, there is no co relation with our tech stock. Must be some fund eager to cash out. That's why promotion in almost every tech stock forums non stop.

Posted by tecpower > 2018-03-14 21:51 | Report Abuse

The market is not bearish, but still unstable, so buying stable stocks like Kesm is a good choice.

Posted by Kadir Almushayah > 2018-03-15 06:51 | Report Abuse

ooihk899...US tech index do have some effect on tech stocks worldwide..no doubt. But asian stocks cn look to china n nikkei fr sme guide

Posted by aiinvestor > 2018-03-15 08:19 | Report Abuse

The PHLX Semiconductor Sector was flat yesterday.
https://www.marketwatch.com/investing/index/sox

Posted by aiinvestor > 2018-03-15 22:50 | Report Abuse

Stronger Semiconductor 2018 Than Previously Forecast
https://www.eetindia.co.in/news/article/18031503-stronger-semiconductor-2018-than-previously-forecast

15 March 2018

In a move reminiscent of the continual upward revisions to semiconductor market forecasts that characterized 2017, market watcher IC Insights has increased its forecast for semiconductor industry growth this year to 15 percent from a previous projection of 8 percent.

Posted by tecpower > 2018-03-16 20:35 | Report Abuse

KESM remains nicely positioned, says Affin Hwang
Read more at https://www.thestar.com.my/business/business-news/2018/03/16/kesm-remains-nicely-positioned-says-affin-hwang/#X506B0zRKSuKl0jw.99

Posted by tecpower > 2018-03-16 23:08 | Report Abuse

DRAM stocks soar on forecast of higher product prices
http://m.focustaiwan.tw/news/aeco/201803160008.aspx

Posted by tecpower > 2018-03-17 01:25 | Report Abuse

China's exports surged at the fastest pace in 3 years
China's February exports rose 44.5 percent from a year earlier, compared with analysts' median forecast for a 13.6 percent increase, official data showed on Thursday.
https://www.cnbc.com/2018/03/07/chinas-february-exports-jump-44-point-5-percent.html

Posted by leecuteguy > 2018-03-19 17:12 | Report Abuse

on 13 Mar , RM 20 is the support level but today seem RM 20 is the resistance level.....hope can be the support level soon...

Posted by tecpower > 2018-03-20 00:45 | Report Abuse

Goldman Says World’s Best Bet Right Now Is Emerging Market Stocks
https://www.bloomberg.com/news/articles/2018-03-15/goldman-s-patel-says-emerging-market-stocks-are-world-s-best-bet

Posted by GG_Liang > 2018-03-20 12:42 | Report Abuse

https://mobile.nytimes.com/2018/03/19/technology/uber-driverless-fatality.html?referer=android-app%3A%2F%2Fcom.google.android.googlequicksearchbox

Posted by tecpower > 2018-03-20 22:50 | Report Abuse

Looks like 20.00 is a support line. KESM is more stable than any other Malaysian semiconductor stocks, so just hold the stock.

Posted by tecpower > 2018-03-20 23:00 | Report Abuse

Due to the stability of the stock Kesm is more attractive amid trumoil than it used to be. It will attract more investors

Posted by tecpower > 2018-03-21 08:22 | Report Abuse

PHLX Semiconductor Sector was up 0.77% yesterday.

Posted by tecpower > 2018-03-21 21:49 | Report Abuse

profit taking before the FOMC meeting

Posted by Kadir Almushayah > 2018-03-22 07:08 | Report Abuse

If sunright still holds 48% stake in kesm, how much you think its worth per share ?

Posted by tecpower > 2018-03-22 08:23 | Report Abuse

PHLX Semiconductor Sector was up 0.18% yesterday.

Posted by hstha > 2018-03-22 08:44 | Report Abuse

Malaysia on track to complete autonomous vehicle R&D by 2025 | http://www.klsescreener.com/v2/news/view/356633

Posted by GG_Liang > 2018-03-22 15:17 | Report Abuse

Good good

Posted by hstha > 2018-03-23 08:18 | Report Abuse

N.American semicon makers posted global billings of US$2.41 billion in February, says SEMI | http://www.klsescreener.com/v2/news/view/357275

Posted by tecpower > 2018-03-23 08:31 | Report Abuse

US sanctions plan on China has minimal impact on Malaysia http://www.klsescreener.com/v2/news/view/357229

Posted by aiinvestor > 2018-03-24 22:59 | Report Abuse

Here’s what Warren Buffett says to do when the market tanks
https://www.cnbc.com/2018/03/23/heres-what-warren-buffett-says-to-do-when-the-market-tanks.html

Posted by tecpower > 2018-03-25 22:34 | Report Abuse

On Friday stocks in Thailand, Malaysia and Indonesia got affected less.
https://www.bloomberg.com/quote/SET:IND

Posted by tecpower > 2018-03-25 23:14 | Report Abuse

Paper tigers? US and China in dispute over tariffs but trade war looks remote
https://www.theguardian.com/business/2018/mar/25/us-china-trade-tariffs-paper-tigers

Posted by aiinvestor > 2018-03-26 00:24 | Report Abuse

Breaking news

1. Treasury Secretary: Stock Declines on Tariffs Just Temporary

2. U.S. Treasury Chief Sees No ‘Big Impact on the Economy’ From Trade Actions

Posted by tecpower > 2018-03-26 01:59 | Report Abuse

http://jamaica-gleaner.com/article/world-news/20180325/china-appeals-cooperation-it-warns-trade-war

Posted by paperplane > 2018-03-26 11:43 | Report Abuse

keep this longterm

Posted by hstha > 2018-03-26 21:29 | Report Abuse

How Singapore’s wealth fund invests in technology companies | http://www.klsescreener.com/v2/news/view/358193

Posted by hstha > 2018-03-26 21:35 | Report Abuse

Dow opens 400 points higher as trade tensions ease
https://www.cnbc.com/2018/03/26/us-stock-futures-dow-data-fed-speeches-and-politics-on-the-agenda.html

Posted by hstha > 2018-03-26 21:37 | Report Abuse

Todsy Sunright was up 2.86%. Kesm is likely to move back to 20.00 tomorrow.

Posted by Mohd Fahmi Bin Jaes > 2018-03-26 21:37 |

Post removed.Why?

Posted by hstha > 2018-03-26 21:50 | Report Abuse

Festival tomorrow.

Posted by hstha > 2018-03-26 22:26 | Report Abuse

Electronics was once again the star performer, expanding 17.4 per cent last month compared to a year ago. This was attributed mainly to the booming semiconductors segment, which posted a robust growth of 26.7 per cent.
http://www.straitstimes.com/business/economy/singapore-factory-output-up-89-in-february-better-than-expected

Posted by hstha > 2018-03-26 23:50 | Report Abuse

China offers to buy more US semiconductors to cut trade surplus
https://www.cnbc.com/amp/2018/03/26/china-offers-to-buy-more-us-semiconductors-to-cut-trade-surplus-ft.html

Posted by hstha > 2018-03-27 04:47 | Report Abuse

Wow. Phlx semiconductor index was up 4.24% yesterday.

Posted by tecpower > 2018-03-27 07:58 | Report Abuse

South Korea agrees to open auto market in return for exemption from steel

GOOD FOR KESM