Posted by pang72 > 2015-10-07 13:42 | Report Abuse

Keep buying till bonus announcement

Posted by BearbearDrop > 2015-10-07 13:50 | Report Abuse

This joker is worthy as a piece of paper

Posted by BearbearDrop > 2015-10-07 13:54 | Report Abuse

His advice is typical ill mannered
And he liked to use some famous remiser as leverage to support their claim
To name a few some forumer here

Posted by RosmahMansur > 2015-10-07 14:11 | Report Abuse

KESM the cheapest tech stocks in Bursa.

Posted by bearbear11 > 2015-10-07 15:03 | Report Abuse

USD to RM at 4.27.....
Kesm depends mainly on strong currency exchange for increase in net profit with flat revenue.
With usd dropping, what will happen to KESM's EPS?

Posted by kai8994 > 2015-10-07 15:38 | Report Abuse

EPS has increased substantially even though profit stays flat is due the acquisition of the remaining shares of a subsidiary.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4736089

100% profit of the subsidiary is now belong to KESM (you can see there is no more "minority interest" in balance sheet / "non-controlling interest" in income statement).

Forex only play a small part. Cheers :)

Posted by RosmahMansur > 2015-10-07 16:13 | Report Abuse

4.53....still strong

Posted by jester > 2015-10-07 16:43 | Report Abuse

If close more than 4.50 is considered good already I think.

Posted by RosmahMansur > 2015-10-07 17:04 | Report Abuse

Bad closing today 4.43...but still good

Posted by bearbear11 > 2015-10-07 18:11 | Report Abuse

As predicted, more to come.............

Posted by sky_sky > 2015-10-07 21:44 | Report Abuse

Y KESM not able to close at hi? : (

Posted by paperplane2 > 2015-10-07 21:49 | Report Abuse

Better run?

Posted by bearbear11 > 2015-10-07 21:55 | Report Abuse

USD to RM at 4.18, KESM still got power?
Previosly KESM share price got momentum bcz RM weak.
If USD to Rm below 4, what will be KESM price, below RM3.5?

Posted by kai8994 > 2015-10-07 23:44 | Report Abuse

Note 15 of the latest quarterly account:-
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4873945

"Other income was higher by RM1.1 million or 96%, primarily due to higher exchange gain by
RM0.9 million, arising from an appreciation of US Dollars against Malaysian Ringgit on US Dollars
denominated receivables."

However profit attributable to owner has increased to RM10.4m from RM6.6m. Clearly forex only plays contribute very little. Why keep harping on forex? Swt...

Posted by BearbearDrop > 2015-10-07 23:53 | Report Abuse

Many here is forex expert
They keep the track records every minutes

Posted by BearbearDrop > 2015-10-07 23:54 | Report Abuse

Forex expert on a piece of worthy paper

Posted by BearbearDrop > 2015-10-07 23:56 | Report Abuse

They make few millions from forex so their ANALysis is very accurate
They know when the money is made

Posted by BearbearDrop > 2015-10-07 23:58 | Report Abuse

They make money everytime the forex had a great move
Include today
Few millione overnight
They are highly trained

Posted by jester > 2015-10-08 09:42 | Report Abuse

Guys, I think we are missing the point here. Indeed the RM improved. But it is still 4-something. KESM investor should only be worried if the RM is back where it was before the hike. And I personally think the RM won't improve that fast considering our political fiasco as well as 1MDB.

2 cents from a novice investor. I might be wrong.

Posted by paperplane2 > 2015-10-08 18:52 | Report Abuse

Importantly is revenue up biz growth! Is kesm having? I think yes. But how long? Is it sustainable? I dunno. Rm6 I sell

Posted by RosmahMansur > 2015-10-08 21:24 | Report Abuse

Anyone knows when will the 3 sen dividend be ex?

Posted by paperplane2 > 2015-10-08 21:44 | Report Abuse

Who cares.

Posted by chl1989 > 2015-10-08 22:19 | Report Abuse

I am behind you sifu paperplane. Rm6 sayonara :)

Posted by paperplane2 > 2015-10-08 22:28 | Report Abuse

Haiz, this stock no strong holders lah! All waiting to take profit only... Rm6 still far.

Posted by paperplane2 > 2015-10-09 11:12 | Report Abuse

see? weakening back, no volume! it has many weak holders eager to sell and take profit....I bet RM5 most will get out..............haiz, my TP rm6 seems hard

Posted by chl1989 > 2015-10-09 11:52 | Report Abuse

Wait for bonus issue? :)

Posted by bukithot > 2015-10-09 11:57 | Report Abuse

Rosmah, couldnt find dividend ex info in bursa...
maybe not yet approve or what?

Posted by leekh5555 > 2015-10-09 15:07 | Report Abuse

sold.

Posted by paperplane2 > 2015-10-09 16:04 | Report Abuse

this company crazy.
Revenue full yr 260mil, Spend in Employee benefit-91mil (35%), Depreciation57.6mil (22%)

If look at cashflow! RM77mil!!!/ S.O=43.015mil=1.62

Posted by paperplane2 > 2015-10-09 16:06 | Report Abuse

only thing I don't like is this--Employee benefit-91mil (35%)!
Spend 35% of sales to employee benefit, wow! big fat bonus

Posted by paperplane2 > 2015-10-09 16:12 | Report Abuse

1.62/4.34=37%!!
or otherway,
generating cashflow of 1.62 per year, selling 4.34 price=P/E 2.67

You buy the company with RM4, it return you RM1.6 every year.
2.5 P/E.

Posted by paperplane2 > 2015-10-09 16:16 | Report Abuse

WOW, I WANNA GET MORE TO SELL YOU LATER ABOVE RM10!!
Why?

Now P/E if 10, if still can generate RM77mil a year, it should be selling RM16!!!

RM16/RM1.62=P/E10

Posted by leelc99 > 2015-10-09 16:23 | Report Abuse

Pls do not shout here. Haha

Posted by paperplane2 > 2015-10-09 16:24 | Report Abuse

??

Posted by Sebastian Sted Power > 2015-10-09 16:26 | Report Abuse

funny why today that paper become promoter

Posted by leelc99 > 2015-10-09 16:42 | Report Abuse

Yeah. Hmm... we wonder why.

Posted by paperplane2 > 2015-10-09 17:26 | Report Abuse

ya mah, self interest

Posted by chl1989 > 2015-10-09 17:31 | Report Abuse

Sifu paperplane, plz try to look mmsv. Roic improved from 28% since 2013 to >40% now. Its cash flow looks perfect. Fcf/revenue is superb. Current ratio ~4. It turned over a new leaf since 2013. What say you?

Posted by RosmahMansur > 2015-10-09 17:33 | Report Abuse

MMSV IV at 72sen

Posted by chl1989 > 2015-10-09 17:36 | Report Abuse

72c based on assumption that constant growth at 3% (discount rate @ 10%) with dcf model. Am i right?

Posted by chl1989 > 2015-10-09 17:37 | Report Abuse

Its revenue cagr since 2013 is about 15% though.

Posted by BearbearDrop > 2015-10-09 18:17 | Report Abuse

Kertas kapal terbang sudah insaf

Posted by paperplane2 > 2015-10-09 19:21 | Report Abuse

Insaf? Nolah. Write somethign to help push, I wanna sell

Posted by paperplane2 > 2015-10-09 19:22 | Report Abuse

91mil staff benefit a big no no to me! Why no shareholders ask questions? Where is mwd

Posted by paperplane2 > 2015-10-09 19:24 | Report Abuse

Mmsv I saw many pick it in challenge. But I rather skip. To me their profit seems not stable...

Posted by paperplane2 > 2015-10-09 21:07 | Report Abuse

Iv is a very subjective th8ng.,dun trust too much

Posted by chl1989 > 2015-10-09 22:09 | Report Abuse

But iv with margin of safety is the best reference that we have. Coupled with some financial metric like roic, ey, roe, pe, fcf/revenue etc plus looking at its revenue/profit cagr + profit margin. Very quantitative in a sense but...the only reference that we have...history doesn't necessarily repeat itself but it does rhyme. Am i not right? :)

Posted by paperplane2 > 2015-10-09 22:25 | Report Abuse

Nope! Best reference is look at who in mgt? Who are directors? Also, how much thr director s or CEO get paid, compared to revenue, profit earnings

Posted by paperplane2 > 2015-10-09 22:31 | Report Abuse

Good chance tht directors getting high paid yet losing money are lousy! Perwaja is a good case study!

Posted by RosmahMansur > 2015-10-09 22:59 | Report Abuse

KESM the cheapest technology stock in Bursa.