Posted by aiinvestor > 2018-05-07 23:22 | Report Abuse

The PHLX semiconductor index is bullish today as well!

Posted by aiinvestor > 2018-05-07 23:58 | Report Abuse

Wall Street Is Dead Wrong on Semiconductor Stocks
https://moneymorning.com/2018/05/07/wall-street-is-dead-wrong-on-semiconductor-stocks-this-one-could-jump-77/

Posted by aiinvestor > 2018-05-08 00:06 | Report Abuse

China to invest USD 47 bln in semiconductor industry - report
https://www.telecompaper.com/news/china-to-invest-usd-47-bln-in-semiconductor-industry-report--1243132

Posted by aiinvestor > 2018-05-08 08:04 | Report Abuse

The PHLX Semiconductor Sector was up 0.91% yesterday.

Posted by aiinvestor > 2018-05-08 08:06 | Report Abuse

The PHLX semiconductor index was up 2.31% on Friday.
The PHLX Semiconductor Sector was up 0.91% on Monday.

Very bullish

Posted by tecpower > 2018-05-08 12:29 | Report Abuse

Foxconn to enter semiconductor field: report
Sources say the company is evaluating a plan to build two factories for the production of 12-inch semiconductor wafers
http://www.atimes.com/article/foxconn-to-enter-semiconductor-field-report/

Posted by tecpower > 2018-05-08 13:34 | Report Abuse

Apple is an 'amazing' company with best profit potential in tech, Bill Gates says
https://www.cnbc.com/2018/05/07/apple-is-an-amazing-company-says-bill-gates.html

Posted by tecpower > 2018-05-08 16:24 | Report Abuse

Chinese exports rebound despite trade brawl
http://www.acbr.com.au/chinese-exports-rebound-despite-trade-brawl

Posted by hstha > 2018-05-08 18:59 | Report Abuse

Can the rally in the US dollar continue? | http://www.klsescreener.com/v2/news/view/375583

Posted by tecpower > 2018-05-09 07:51 | Report Abuse

The PHLX Semiconductor Index was up 0.73% yesterday.
https://finance.yahoo.com/quote/%5ESOX/components/

US semiconductor stocks have been very bullish.

Posted by aiinvestor > 2018-05-09 07:57 | Report Abuse

The chip stocks are gearing up for a make-or-break moment this week: Trader
https://www.cnbc.com/2018/05/08/chip-stocks-gearing-up-for-a-make-or-break-moment-this-week-trader.html

Posted by aiinvestor > 2018-05-10 08:14 | Report Abuse

PHLX Semiconductor index was up 1.42% on Wednesday. very bullish
USDMYR is expected to rebound.

Posted by hstha > 2018-05-10 08:20 | Report Abuse

Malaysian ringgit weakens offshore after opposition claims poll win | http://www.klsescreener.com/v2/news/view/376459

Posted by hstha > 2018-05-10 08:29 | Report Abuse

Qualcomm sets new US$10bil buyback plan | http://www.klsescreener.com/v2/news/view/376461

Posted by hstha > 2018-05-10 08:32 | Report Abuse

國陣選情拉警報，加上希盟主席敦馬哈迪率先選委會宣布執政，岸外令吉匯率聞訊重貶，盤中貶至4.0477，較週二閉市的3.9910，貶了1.4%。

Posted by tecpower > 2018-05-10 21:18 | Report Abuse

On the currency front, the one-month offshore ringgit non-deliverable forwards, which are contracts that will cash-settle changes in the value of the Malaysian ringgit against the US dollar, fell 4.3 per cent overnight, valuing the US dollar at 4.18925 ringgit as at 9.13am.

DBS said it had expected the ringgit to depreciate, with or without the election upset.

"Our forecast for the ringgit to depreciate to 4.20 by the end of this year was formulated before the election. This was based on our expectation for a resurgent US dollar from a more hawkish US growth/inflation/rates outlook and a moderation in the eurozone’s momentum.

Posted by tecpower > 2018-05-10 21:26 | Report Abuse

Today Sunright was up 2.07%. 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 Berhad

Posted by hstha > 2018-05-10 21:43 | Report Abuse

Ringgit likely to have short-term weakness after vote, MUFG says | http://www.klsescreener.com/v2/news/view/376473

Posted by tecpower > 2018-05-10 22:06 | Report Abuse

Semiconductor supercycle has been observed, PHLX semiconductor index has been going up continuously.

Posted by tecpower > 2018-05-10 22:49 | Report Abuse

If Nvidia Blows Out Earnings This Week, Chip Stocks Could Explode
https://www.marketwatch.com/story/if-nvidia-blows-out-earnings-this-week-chip-stocks-could-explode-2018-05-09

Posted by tecpower > 2018-05-11 08:12 | Report Abuse

Revenues at graphics chipmaker Nvidia surged by 66 per cent in its first quarter to $3.2bn, surpassing analysts’ forecasts thanks to strong growth from customers in both data centres and video gamers.

Posted by tecpower > 2018-05-11 08:16 | Report Abuse

The PHLX Semiconductor index was up 1.80% on Thursday.

Breakout

Posted by tecpower > 2018-05-11 08:20 | Report Abuse

Tech stocks have regained their mojo in May, sector is back near records
https://www.marketwatch.com/story/tech-stocks-have-regained-their-mojo-in-may-sector-is-back-near-records-2018-05-10

Posted by tecpower > 2018-05-13 10:32 | Report Abuse

The PHLX semiconductor was 1287.70 on 2 January 2018. It is 1,350.46 now.

Posted by tecpower > 2018-05-13 10:34 | Report Abuse

Kesm was 19.62 on 2 January 2018. It is 16.08 now.

Posted by tecpower > 2018-05-13 10:39 | Report Abuse

Due to depreciation of ringgit and boolish PHLX semiconductor Kesm may surge near future,

Posted by tecpower > 2018-05-13 12:26 | Report Abuse

The next QR announcement is likely to be made on 1 June on Friday.

KESM Average target price RM 19.9
http://www.4-traders.com/KESM-INDUSTRIES-BERHAD-24007912/

Posted by tecpower > 2018-05-13 12:51 | Report Abuse

CIMB Investment Bank said foreign investors may reduce their weighting in Malaysia due to short-term uncertainties.

“As such, banking stocks that have never seen foreign inflows in recent months may be negatively impacted. Constructions sector too will be negatively impacted as big projects may be reviewed,” the research house said.

“Consumer stocks however could gain from potential goods and services tax abolishment and minimum wage hike. Exporters may also gain due to their limited exposure to the domestic market,” it said.
https://www.nst.com.my/business/2018/05/368459/short-term-pain-long-term-gain-malaysia-stock-market-analysts

Posted by hstha > 2018-05-13 23:18 | Report Abuse

https://www.bloomberg.com/news/articles/2018-05-10/hong-kong-s-high-wire-economy-keeps-balance-amid-fed-rate-hikes

Posted by aiinvestor > 2018-05-14 22:06 | Report Abuse

Today most Malaysian semiconductor stocks surged.

Posted by aiinvestor > 2018-05-14 22:18 | Report Abuse

Semiconductor cycle likely to remain strong this year
http://www.businesskorea.co.kr/news/articleView.html?idxno=22252

Posted by aiinvestor > 2018-05-14 22:22 | Report Abuse

Wow, the PHLX semiconductor index has been extremely bullish recently. Tomorrow KESM can hit 18.60.

Posted by aiinvestor > 2018-05-14 23:07 | Report Abuse

Wall Street climbs on easing U.S.-China trade tensions
https://www.reuters.com/article/us-usa-stocks/wall-street-climbs-on-easing-us-china-trade-tensions-idUSKCN1IF1HI

Posted by hellbender > 2018-05-15 13:58 | Report Abuse

Why price continue to yoyo up and down...

Posted by babygirl55 > 2018-05-15 17:13 | Report Abuse

Why this stock is good buy? I saw it few times under any stock comment.

Posted by aiinvestor > 2018-05-15 22:10 | Report Abuse

First Quarter 2018 Silicon Wafer Shipments Increase Quarter-Over-Quarter to Record Level
Milpitas, Calif. — May 14, 2018 — Reaching their highest recorded quarterly level ever, worldwide silicon wafer area shipments jumped to 3,084 million square inches during the first quarter 2018, a 3.6 percent increase over fourth quarter 2017 area shipments of 2,977 million square inches and a 7.9 percent rise over first quarter 2017 shipments, according to the SEMI Silicon Manufacturers Group (SMG) in its quarterly analysis of the silicon wafer industry.

"Global silicon wafer shipment volumes started the year at historic levels,” said Neil Weaver, chairman SEMI SMG and Director, Product Development and Applications Engineering of Shin-Etsu Handotai America. “As a result, silicon shipments, like device shipments, are positioned to be strong this year.”

Silicon wafers are the fundamental building material for semiconductors, which, in turn, are vital components of virtually all electronics goods, including computers, telecommunications products, and consumer electronics. The highly engineered thin round disks are produced in various diameters (from one inch to 12 inches) and serve as the substrate material on which most semiconductor devices or "chips" are fabricated.

All data cited in this release includes polished silicon wafers, including virgin test wafers and epitaxial silicon wafers, as well as non-polished silicon wafers shipped by the wafer manufacturers to end users.

The Silicon Manufacturers Group acts as an independent special interest group within the SEMI structure and is open to SEMI members involved in manufacturing polycrystalline silicon, monocrystalline silicon or silicon wafers (e.g., as cut, polished, epi, etc.). The purpose of the group is to facilitate collective efforts on issues related to the silicon industry including the development of market information and statistics about the silicon industry and the semiconductor market.

http://www.semi.org/en/first-quarter-2018-silicon-wafer-shipments-increase-quarter-over-quarter-record-level

Posted by aiinvestor > 2018-05-15 22:12 | Report Abuse

Wow, the stock price is likely to move up to 20.00 soon.

Posted by tecpower > 2018-05-15 22:53 | Report Abuse

CIMB downgraded the stock from Add to Hold with a lower RM19.60 target price.

“We see prolonged wafer supply shortage as a downside risk, while potential accelerating recovery in wafers supply is an upside risk to our call,” it said.

Posted by tecpower > 2018-05-15 23:05 | Report Abuse

US dollar index is very bullish today. USDMYR is exoected to rise tomorrow.

Posted by Flintstones > 2018-05-15 23:11 | Report Abuse

BN or Pakatan, KESM will continue to do better. Picking up this shares at a discount is, however, a challenge

Posted by tecpower > 2018-05-16 00:40 | Report Abuse

5 Reasons to Bet on the Rebound in Semiconductor ETFs
https://www.zacks.com/stock/news/303643/5-reasons-to-bet-on-the-rebound-in-semiconductor-etfs

Posted by hstha > 2018-05-16 20:52 | Report Abuse

Ringgit could hit 4.20 to the US dollar by year end — DBS | http://www.klsescreener.com/v2/news/view/379145

Posted by tecpower > 2018-05-16 21:09 | Report Abuse

KWAP has been accumulating KESM.

Circumstances by reason of which change has occurred Acquisition of shares in open market by KWAP's Fund Manager.
Nature of interest Indirect Interest
Direct (units) 1,454,000
Direct (%) 3.38
Indirect/deemed interest (units) 932,300
Indirect/deemed interest (%) 2.167
Total no of securities after change 2,386,300
Date of notice 16 May 2018
http://www.malaysiastock.biz/Company-Announcement.aspx?id=1057746

Posted by tecpower > 2018-05-16 21:20 | Report Abuse

USDMYR 3.9683

Posted by tecpower > 2018-05-16 22:13 | Report Abuse

Source: Xinhua 2018-05-16 13:57:27
SEOUL, May 16 (Xinhua) -- South Korea's exports of the information and communications technology (ICT) products posted the biggest April figure due to strong global demand for locally-made semiconductors, a government report showed Wednesday.
http://www.xinhuanet.com/english/2018-05/16/c_137183228.htm

Posted by tecpower > 2018-05-17 00:37 | Report Abuse

Semiconductor rally is coming.

Posted by tecpower > 2018-05-17 01:02 | Report Abuse

AMD stock jumps after analyst upgrades less than 2 months after turning bearish

Posted by tecpower > 2018-05-17 08:21 | Report Abuse

US semiconductor index was up 1.41% yesterday.

Posted by tecpower > 2018-05-17 22:19 | Report Abuse

http://www.theedgemarkets.com/article/ringgit-pauses-after-6day-drop-amid-fiscal-concern

Posted by hstha > 2018-05-17 22:37 | Report Abuse

S. Korean chipmakers' outlook solid for 2018
http://english.yonhapnews.co.kr/news/2018/05/17/0200000000AEN20180517003400320.html