Posted by hstha > 2018-03-27 08:24 | Report Abuse

US seeks China trade moves on autos, financials, chips | http://www.klsescreener.com/v2/news/view/358435

Posted by tecpower > 2018-03-27 21:46 | Report Abuse

But J.P. Morgan U.S. equity strategist Dubravko Lakos-Bujas said in a note Tuesday investors should buy after the recent dip.

"The market appears to be overreacting to sequential negative narratives …, we believe strong macro and fundamentals will continue to prevail," Lakos-Bujas wrote. "Most of the selling seen over this period has been largely technical …, and as such represents a buying opportunity for fundamental investors."

Posted by paperplane > 2018-03-28 17:23 | Report Abuse

those US semiconductor also from CHINA and Taiwan loh...jhehe

Posted by hstha > 2018-03-28 21:32 | Report Abuse

Insights from the Bank's regional economic surveillance suggest that exports of semiconductors for the automotive market is likely to remain firm on account of rising semiconductor content per vehicle and growing demand for advanced vehicle safety, infotainment and comfort systems," BNM said.

BNM forecasts Malaysia 2018 export growth at 8.4% | http://www.klsescreener.com/v2/news/view/359297

Posted by tecpower > 2018-03-28 22:32 | Report Abuse

According to multiple foreign reports, China has offered to increase the percentage of semiconductor chips it buys from American sources, replacing offerings from South Korea and Taiwan.
http://businesskorea.co.kr/english/news/industry/21301-running-unexpected-snag-korean-semiconductor-industry-faces-huge-loss-exports

Buy Kesm! China has already offered to increase the percentage of semiconductor chips it buys from American sources, replacing offerings from South Korea and Taiwan.

Posted by tecpower > 2018-03-28 23:36 | Report Abuse

The United States and China are reportedly engaged in behind-the-scenes negotiations to avert a trade war, and the main bargaining chip is semiconductors. When they strike a deal of having China purchase more American semiconductors over suppliers from South Korea and Japan, the toll could fall heavily on Korea’s chip-making industry, which is responsible for the bulk of Korean exports.

The Wall Street Journal reported that Washington has asked Beijing to import more American cars and semiconductors to address its trade deficit with China. The Financial Times also reported that Beijing is tilting towards agreeing to reduce imports from Korea and Japan and use more American chips to avoid the threatening U.S. tariffs on Chinese products. Regardless of which side proposed it first, it appears that Korean chipmakers are caught in the crossfire of trade friction between the two largest economies.
http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=3046189&cloc=etc%7Cjad%7Cgooglenews

Posted by tecpower > 2018-03-29 00:35 | Report Abuse

Trump tariffs and a trade war overlap.
The Dow plunged due to Trump tariffs before.The Dow has plunged due to a trade war recently. Perhaps traders have not noticed the overlap, so they are likely to have overreacted

Posted by hstha > 2018-03-29 08:33 | Report Abuse

Malaysia’s tech sector could be affected if US extends tariffs | http://www.klsescreener.com/v2/news/view/359527

Posted by hstha > 2018-03-29 08:55 | Report Abuse

But Kesm does not export semiconductor to the US or China. It offers testing services.

Posted by hstha > 2018-03-29 23:40 | Report Abuse

CIMB Research does not expect the appreciation in ringgit against US$ to bring material earnings impact to KESM, given that the majority of its transactions are in ringgit.
https://www.thestar.com.my/business/business-news/2018/03/09/kesm-to-post-robust-earnings-until-fy20-says-cimb-research/#YWVdgFYPsTqk3mgB.99

Posted by tecpower > 2018-03-30 08:01 | Report Abuse

Wow. Dow Jones U.S. Semiconductors Index was up 2.72% yesterday.

Posted by hstha > 2018-03-30 08:36 | Report Abuse

19.50 today

Posted by arv18 > 2018-03-30 09:24 | Report Abuse

Heading back to 5?

Posted by tecpower > 2018-03-30 20:59 | Report Abuse

China cuts tax rates for chipmakers amid trade tensions
https://www.reuters.com/article/us-china-semiconductors-taxbreaks/china-cuts-tax-rates-for-chipmakers-amid-trade-tensions-idUSKBN1H60JM

Posted by tecpower > 2018-03-30 21:18 | Report Abuse

Wow, it's good for comanies like KESM which offter testing services to semiconductor companies.

Posted by aiinvestor > 2018-03-31 13:41 | Report Abuse

China March Factory Gauge Rebounds as Export Demand Recovers
https://www.bloomberg.com/news/articles/2018-03-31/china-factory-gauge-jumps-in-march-services-remain-robust

Posted by aiinvestor > 2018-03-31 15:34 | Report Abuse

Kesm has business dealings with various American semiconductor manufacturers. The Company has operations in Malaysia and the People's Republic of China. The Company's subsidiaries include KESP Sdn Bhd, KESM Test (M) Sdn Bhd and KESM Industries (Tianjin) Co., Ltd.

Posted by aiinvestor > 2018-04-03 00:48 | Report Abuse

Emerging Markets Get Thumbs Up After Staring Down Tough Quarter
https://www.bloomberg.com/news/articles/2018-04-01/emerging-markets-get-thumbs-up-after-staring-down-tough-quarter

Posted by aiinvestor > 2018-04-03 08:36 | Report Abuse

Kesm does not export any semiconductor. It offers burn in and testing services, so the impact of a possible trade war is likely to be small.

Posted by TomHagen > 2018-04-03 16:57 | Report Abuse

buy and accumulate

Posted by leekh5555 > 2018-04-03 21:26 | Report Abuse

standby bullet..

Posted by apolloang > 2018-04-03 21:28 | Report Abuse

now standby for what? less than 2 years ago below 4.00 also got,why at that time u didn't standby?

Posted by Fabien Extraordinaire > 2018-04-03 22:04 | Report Abuse

Posted by aiinvestor > Apr 3, 2018 08:36 AM | Report Abuse

Kesm does not export any semiconductor. It offers burn in and testing services, so the impact of a possible trade war is likely to be small.


This is mr.market acting irrational. Any stocks within the tech sector get hit irregardless. sentiment overules rationality.

i go with the ride at the moment, avoiding tech related stocks.

Posted by tecpower > 2018-04-03 22:39 | Report Abuse

US-China trade war is a 'very low probability,' says top market strategist https://www.cnbc.com/2018/04/02/top-market-strategist-us-china-trade-war-is-a-very-low-probability.html

Posted by trulyinvest > 2018-04-03 22:41 | Report Abuse

Rm12 oso no buy

Posted by tecpower > 2018-04-03 23:04 | Report Abuse

Its P/E is quite low. You can start buying the stock now.Its outlook is still very good.

Posted by aiinvestor > 2018-04-04 00:11 | Report Abuse

Kesm holders overreacted on Tuesday.

Tuesday

Globetronics 0%
Vitrx -0.9%
Pentamaster - 1.40%
Unisem 0%
MPI - 1.88%
KESM -5.19%

Kesm is likely to rebound on Wednesday

Posted by tecpower > 2018-04-04 00:38 | Report Abuse

TP 21.80
https://klse.i3investor.com/blogs/hwangdbs/151114.jsp

Posted by apolloang > 2018-04-04 00:40 | Report Abuse

when? 21.80? 15-16 coming not 21.80

Posted by tecpower > 2018-04-04 07:49 | Report Abuse

PHLX semiconductor index was up 1.96% yesterday. Kesm has been oversold. It was down almost 20% for a month. Buy!

Posted by TomHagen > 2018-04-04 09:32 | Report Abuse

buy more

Posted by cefiro22 > 2018-04-04 09:33 | Report Abuse

looks bearish!-...depending more on the upcoming 3rd Qtr results than other factors.

Posted by apolloang > 2018-04-04 09:37 | Report Abuse

in this bearish market is it worth this much? the answer is NO

Posted by trulyinvest > 2018-04-04 09:40 | Report Abuse

waterfall. kikikiki

Posted by hstha > 2018-04-04 09:58 | Report Abuse

Other semiconductor stocks are not so bearish. Buy now. It will rebound.

Posted by shpg22 > 2018-04-04 10:03 | Report Abuse

Run anchovies

Posted by Flintstones > 2018-04-04 10:12 | Report Abuse

Kesm has a subsidiary in china. Anyhow the tariff is going to affect them

Posted by cefiro22 > 2018-04-04 11:01 | Report Abuse

What % of KESM business is in China likely to be affected.
KESM price fluctuation has never behaved so bearish as ever today...strange, hopefully it is just panic selling by weak holders.

Posted by Flintstones > 2018-04-04 11:07 | Report Abuse

About 20% if you read the reports. Any technical analyst mind to share the technical support level?

Posted by trulyinvest > 2018-04-04 11:08 | Report Abuse

all suport broken... freefall

Posted by apolloang > 2018-04-04 11:10 | Report Abuse

yesterday already issue warning

Posted by trulyinvest > 2018-04-04 11:12 | Report Abuse

bought 15

Posted by TomHagen > 2018-04-04 11:15 | Report Abuse

keep accumulate, no worries

Posted by hebeds > 2018-04-04 11:18 | Report Abuse

panic sell

Posted by joeshare > 2018-04-04 11:18 | Report Abuse

After china retaliate against trump tariffn on china tech sector we can see u make money or lose money...

Posted by apolloang > 2018-04-04 11:20 | Report Abuse

when 4.00 no wanna buy now only buying? so many years wandering around 2,3,4 no wanna buy now gonna fall wanna buy? buy wanna make a bit rebound money? better don't try wanna make a bit later lose more

Posted by uniewehuat123 > 2018-04-04 11:23 | Report Abuse

initially wanted to enter at 15.00, lucky forget to check market this morning, otherwise mi

Posted by uniewehuat123 > 2018-04-04 11:23 | Report Abuse

might be trapped.

Posted by trulyinvest > 2018-04-04 11:28 | Report Abuse

waiting to run

Posted by apolloang > 2018-04-04 11:28 | Report Abuse

still on the high side,beware