Posted by hstha > 2018-04-07 01:17 | Report Abuse

Outperformers
GLOBETRONICS's net profit increased 293.26.% YoY
KESM' s net profit increased 12.05% YoY.
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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
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Underperformers
MPI’s net profit decreased 25.06%.
Unisem’s net profit decreased 37.62%.

Posted by hstha > 2018-04-07 11:26 | Report Abuse

It pointed out that both Malaysian Pacific Industries (MPI Hold, TP: RM10.80) and Unisem (Add, TP: RM3.60) have manufacturing facilities in China.

CIMB said that “We understand that the operations in China contributed approximately 25%-30% of MPI and Unisem’s total revenue in FY17.”

CIMB added that “However, both companies do not expect to see material impact from the tariff hike at this juncture, as they have diversified customer locations globally.”

CIMB said that “Moreover, we also learned that some of the customers are looking to reroute product shipment volumes to other distribution hubs in order to mitigate the impact from the US tariff hike. We currently have a Neutral rating on the Malaysian semiconductor sector.”

Posted by aiinvestor > 2018-04-07 12:52 | Report Abuse

When the sell-down occurred, TA Research on Wednesday issued a report upgrading technology stocks to “overweight,” noting that growth is still seen in the sector despite the sell-down.

TA Research notes that the Bursa Malaysia’s Technology Index, which is down by some 25% in the year to date, presents some buying opportunities.

Posted by aiinvestor > 2018-04-07 14:52 | Report Abuse

Trade war – more of letting off hot air so far | http://www.klsescreener.com/v2/news/view/363603

Posted by aiinvestor > 2018-04-07 17:06 | Report Abuse

Vitrox is still expensive.

Posted by aiinvestor > 2018-04-07 22:15 | Report Abuse

http://www.enanyang.my/?p=1022833
中美贸易战也有赢家
渔翁得利的国家是它们:大马出口半导体产品

Posted by Flintstones > 2018-04-08 10:44 | Report Abuse

Dont read too much into analyst report lah. Old timers should know analysts are not always right

Posted by trulyinvest > 2018-04-08 13:10 | Report Abuse

More downside. Downtrend with volume means someone is progressively selling

Posted by aiinvestor > 2018-04-08 13:12 | Report Abuse

Kesm has priced in the worst scenario, where US-China tension escalate into a more intense conflict. Malaysian investors tend to overreact more than investors in other countries do.

PHLX semiconductor index was 1287.70 on 2 Januay. It ended with 1,265.25 last Friday. It was down only 1.7% compared to the value on 2 January. Kesm is down 24.1% compared to the stock price on 2 January.

Posted by trulyinvest > 2018-04-08 13:15 | Report Abuse

Down 24% is,beter than other tech. Down 40 50 % m. More downside

Posted by aiinvestor > 2018-04-08 13:23 | Report Abuse

Stocks which are down 40-50% are either they had bad fundamentals or high valuations.

TA Research notes that the Bursa Malaysia’s Technology Index, which is down by some 25% in the year to date, presents some buying opportunities.

Posted by aiinvestor > 2018-04-08 13:26 | Report Abuse

It is very unlikely that Kesm's net profit will be down 40-50% even in the worst scenario in the future considering semiconductor industry is still growing.

Posted by trulyinvest > 2018-04-08 13:28 | Report Abuse

Beware of this ta reseach. Ta research oso calling buy call in johotin. Wat hapen to johotin keep falling

Posted by aiinvestor > 2018-04-08 13:34 | Report Abuse

Analysis of sectors and companies are very different. They heavily depend on financial reports when they analyse each company.

Posted by aiinvestor > 2018-04-08 14:11 | Report Abuse

i. Acquisition of shares in open market by KWAP; and
ii. Acquisition of shares in open market by KWAP's Fund Manager.
Direct (%) 3.148
Date of notice 05 Apr 2018

Posted by aiinvestor > 2018-04-08 22:48 | Report Abuse

New tweet by Trump

President Xi and I will always be friends, no matter what happens with our dispute on trade. China will take down its Trade Barriers because it is the right thing to do. Taxes will become Reciprocal & a deal will be made on Intellectual Property. Great future for both countries!
https://twitter.com/realDonaldTrump?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

TRADE WAR: Trump says China will 'take down barriers - it's the right thing to do'
https://www.express.co.uk/news/world/943082/trade-war-latest-us-news-trump-china-twitter

Posted by aiinvestor > 2018-04-08 23:19 | Report Abuse

Trump hails friendship with China's Xi, suggests country will negotiate over trade spat
https://www.cnbc.com/2018/04/08/trump-suggests-china-will-negotiate-over-trade-spat.html

Good!

Posted by tecpower > 2018-04-09 00:00 | Report Abuse

Tech stocks are likely to rebound this week. Start buying Kesm on Monday!

Posted by trulyinvest > 2018-04-09 07:21 | Report Abuse

Not yet confirm crisis trade war is,over. Dun b hapy too early

Posted by SuperPanda > 2018-04-09 10:55 | Report Abuse

Oversold so i try luck 100 lots. See how it goes.

Posted by trulyinvest > 2018-04-09 12:07 | Report Abuse

wat px u enter panda?

Posted by trulyinvest > 2018-04-09 12:07 | Report Abuse

tangan i suda gatal

Posted by SuperPanda > 2018-04-09 12:30 | Report Abuse

14.8

Posted by SuperPanda > 2018-04-09 12:34 | Report Abuse

rsi below 30% next support 14.4, cl if further down

1st resistance 15.5

Posted by MalaysiaKaki > 2018-04-09 13:49 | Report Abuse

Lets ride!!! Kesm

Posted by chickenputih > 2018-04-09 15:14 | Report Abuse

salute to 14.90 guy .. you hold the price well .. i lose interest .. run to other counter .. good luck..

Posted by Flintstones > 2018-04-09 19:33 | Report Abuse

KWAP wasnt in the top 30 list of latest annual report. Safe to assume that KESM only entered recently

Posted by mawiLegend > 2018-04-09 19:52 | Report Abuse

come on guys..lets buy this counter..sit back eat pop corn..

Posted by trulyinvest > 2018-04-09 19:56 | Report Abuse

No sign of reverse rebound. More downside

Posted by hstha > 2018-04-09 21:02 | Report Abuse

REPUBLICANS WARN TRUMP COULD BE IMPEACHED IF DEMOCRATS WIN THE MIDTERM ELECTIONS
http://www.newsweek.com/republicans-warn-trump-could-be-impeached-if-democrats-win-midterm-elections-876551

Posted by hstha > 2018-04-09 21:10 | Report Abuse

Too low P/E. You will never regret buying the stock at the very low price.

Posted by hstha > 2018-04-09 21:22 | Report Abuse

Today semiconductor stocks were bullish. You need to follow the movement of other semiconductor stocks, not strangers here.giving negative sentiment

Today's semiconductor stocks
Vitrov +4.76%
Inari +3.04%
Pentamaster +10.05%
Unisem + 2,16&
MMSV + 2,54%
MPI + 1.49%
Elsoft + 3.48%
Visdynamics +7.69%
Inai + 3.04%
Kesm -0.67%

Posted by hstha > 2018-04-09 21:23 | Report Abuse

Today Sunright was up +3.87%.

Posted by hstha > 2018-04-09 21:32 | Report Abuse

There is nothing wrong with Kesm. Buy. A Malaysian fund bought Kesm recently.

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

“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.
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 > 2018-04-09 21:57 | Report Abuse

World’s largest independent ‘burn-in and test’ service provider.
Sunright provides semiconductor burn-in, testing and electronic
manufacturing (BIT&EM) services and distributes electronic products. In
Malaysia, BIT&EM services are provided by its 48% owned Bursa listed
KESM Industries

Posted by aiinvestor > 2018-04-10 00:14 | Report Abuse

PHLX Semiconductor Index is very bullish now. The current PHLX Semiconductor Index is higher compared to the index value on 2 January. In contrast, Kesm is down 25% compared to the stock price on 2 January. It's too oversold.

Posted by aiinvestor > 2018-04-10 01:15 | Report Abuse

When everyone knows the trade war will never happens, the stock price will be already high, so if you want to get much profit, you need to start buy the stock now.

Posted by hstha > 2018-04-10 01:30 | Report Abuse

Today semiconductor stocks were bullish. You need to follow the movement of other semiconductor stocks, not strangers here giving negative sentiment because strangers here can influence the stock price only for a short time.

Today's semiconductor stocks
Vitrov +4.76%
Inari +3.04%
Pentamaster +10.05%
Unisem + 2,16&
MMSV + 2,54%
MPI + 1.49%
Elsoft + 3.48%
Visdynamics +7.69%
Inai + 3.04%
Sunright was up +3.87%.
Kesm - 0.67%

Posted by teclausai > 2018-04-10 02:33 | Report Abuse

RM 10 coming. Sell.

Posted by aiinvestor > 2018-04-10 08:20 | Report Abuse

https://klse.i3investor.com/servlets/cube/post/teclausai.jsp

Posted by trulyinvest > 2018-04-10 09:24 | Report Abuse

bought 15

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

https://www.cnbc.com/2018/04/09/chinese-president-xi-jinping-speaks-at-boao-forum-for-asia.html

Posted by SuperPanda > 2018-04-10 11:08 | Report Abuse

yday bought today up, good timing

Posted by SuperPanda > 2018-04-10 11:09 | Report Abuse

1st resistance broken, is sustain then good sign for next point

Posted by Hush77 > 2018-04-10 11:10 | Report Abuse

siapa yg offload kepada KWP pada harga yg rendah memang nampaknya bodoh...haha

Posted by Hush77 > 2018-04-10 11:13 | Report Abuse

Price Target Upside: +4.64

Posted by Hush77 > 2018-04-10 11:18 | Report Abuse

siapa offload pada harga $14, boleh dikatakan bangang/bongok/lembap...
kalau mahu jual, queue la...
tunggu epf atau kwp makan...

Posted by Hush77 > 2018-04-10 11:33 | Report Abuse

when election? Siapa menang agaknya?

Posted by Hush77 > 2018-04-10 11:34 | Report Abuse

meanwhile relaks la... kilang kesm tak akan ke mana mana... sentiasa buka...whether parti A atau parti B menang atau trump menang atau Xi menang.. sama juga .. kilang buka sentiasa :)

Posted by SuperPanda > 2018-04-10 12:23 | Report Abuse

if trump make no crazy remarks this whole week, will break few more resistance soon that you expect