Posted by cefiro22 > 2018-05-25 17:15 | Report Abuse

6,700...to be exact at close, 2000 thrown to me @ 17/-....and balance may be taken up by KWAP.

Posted by LimKT > 2018-05-25 17:17 | Report Abuse

woooh

Posted by LimKT > 2018-05-25 17:17 | Report Abuse

good wor

Posted by victory015 > 2018-05-25 17:33 | Report Abuse

Buy 2000 at 17? Serious

Posted by tecpower > 2018-05-26 03:04 | Report Abuse

http://www.datacenterknowledge.com/business/chip-stocks-saved-iphone-fate-data-center-building-boom
Chip Stocks Saved From IPhone Fate by Data Center Building Boom

Posted by cefiro22 > 2018-05-26 09:46 | Report Abuse

Interesting article, tks. So will the growth in KESM testing business for those chips.
At 17/-, KESM has dropped from it's historic high of 22.70 traded on Jan 8,2018 with 338,900 shares done. KWAP is a late entrant to KESM and yet has to date accumulated to be the second largest shareholder to Sunright....yet they still have appetite to continue to gobble even in small quantities whatever they can get hold of...why?

Posted by tecpower > 2018-05-26 10:08 | Report Abuse

The PHLX Semiconductor index was up 0.88% on Friday. Semiconductor rally is coming.

Posted by tecpower > 2018-05-26 12:00 | Report Abuse

The Commerce Department told members of Congress that the Trump administration reached a deal to lift sanctions on Chinese phone maker ZTE.
President Donald Trump also announced the easing of sanctions on Twitter later Friday.
In exchange for easing the sanctions, ZTE will be forced to "pay a bigger fine, have to hire American compliance officers, and they have to get rid of the current ZTE management team," according to a source familiar with the arrangement.
http://www.businessinsider.com/trump-administration-deal-with-china-on-zte-sanctions-2018-5

Posted by hstha > 2018-05-26 23:20 | Report Abuse

Ringgit to extend downward momentum http://m.thesundaily.my/node/550503

Posted by hstha > 2018-05-27 22:59 | Report Abuse

China April industrial profit growth rebounds to six month high http://www.klsescreener.com/v2/news/view/384331

Great

Posted by aiinvestor > 2018-05-28 23:15 | Report Abuse

The next QR announcement is just around the corner.

Posted by aiinvestor > 2018-05-28 23:38 | Report Abuse

The World's Biggest Ever Semiconductor Merger May Be Back on Track, Thanks to a China Thaw

http://fortune.com/2018/05/28/qualcomm-nxp-china-regulators-trump-zte/

Posted by tecpower > 2018-05-29 00:51 | Report Abuse

Robust demand for goods in China | http://www.klsescreener.com/v2/news/view/384889

Posted by victory015 > 2018-05-30 09:59 | Report Abuse

kesm no momentum

Posted by aiinvestor > 2018-05-31 00:34 | Report Abuse

Like Inari Kesm's main market is in the US, not Malaysia...KLSE drop will not impact Kesm share prices very much.

Posted by tecpower > 2018-05-31 12:58 | Report Abuse

China, Hong Kong stocks rally on forecast beating data | http://www.klsescreener.com/v2/news/view/386053

Posted by huatzaiah > 2018-05-31 17:14 | Report Abuse

hor hor.

Posted by leecuteguy > 2018-05-31 17:16 | Report Abuse

qtr result not good

Posted by shareinvestment7 > 2018-05-31 17:16 | Report Abuse

tomorrow another counter limit down

Posted by Flintstones > 2018-05-31 17:20 | Report Abuse

Die

Posted by Flintstones > 2018-05-31 17:21 | Report Abuse

That cimb analyst was right

Posted by KLCI King > 2018-05-31 17:28 | Report Abuse

Another limit down stock tomorrow?

Posted by shareinvestment7 > 2018-05-31 17:31 | Report Abuse

yes

Posted by Flintstones > 2018-05-31 17:40 | Report Abuse

Here comes aiinvestor to save the day

Posted by leecuteguy > 2018-05-31 19:30 | Report Abuse

limit down maybe not, unless this qtr lost........ but top loser yes for tomorrow......

Posted by aiinvestor > 2018-05-31 20:33 | Report Abuse

But its outlook may be good in the second half of the year. Look at MPI.After hitting 7.60 on 7 May, it has surged. The stock price is now MYR 10.00.

Posted by aiinvestor > 2018-05-31 20:44 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5810697

Posted by aiinvestor > 2018-05-31 20:49 | Report Abuse

NP Margin decreased abruptly to 6.64% from 12,22%. This exlains why its net profit decreased abruptly.

Posted by aiinvestor > 2018-05-31 20:52 | Report Abuse

Prospects
World-wide semiconductor revenue is estimated to reach USD451 billion in 2018, representing a
growth of 7.3% from USD420.4 billion in 2017. This reflects a more normal rate of growth.
The supply of materials for burn in and testing services has not been consistently smooth. Our
equipment utilisation was affected. This unexpected disruption will progressively be corrected.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5810553

Posted by TeamRocket > 2018-05-31 20:55 | Report Abuse

I don think market will respond much to decrease profit from kesm, most big counter profit is reduced this year, not suprise, but if they can’t maintain nxt qr then their share price will be consider high/expensive.

Posted by aiinvestor > 2018-05-31 20:56 | Report Abuse

MALAYSIAN PACIFIC INDUSTRIES BHD
https://klse.i3investor.com/servlets/stk/fin/3867.jsp

Posted by aiinvestor > 2018-05-31 21:05 | Report Abuse

A NP Margin of 6.64% is the lowest from FY2016 to FV2018. I think its NP Margin will improve easily, so no worries. If its net profit margin has been normal, its net profit would have been down 10% or sp.

Posted by aiinvestor > 2018-05-31 22:21 | Report Abuse

According to CIMB, Kesm' TP is 19.20 now. CIMB may not change its TP, but It may lower its TP to 18.00.

Posted by trulyinvest > 2018-05-31 22:29 | Report Abuse

Gap down

Posted by tecpower > 2018-05-31 22:48 | Report Abuse

It depends on how good its outlook is. If it is good in the second half of the year, the stock price does not necessarily plunge. CIMB has already indicated wafer supply would be improved in the second half of the year

Posted by Flintstones > 2018-05-31 22:54 | Report Abuse

Will buy when it is RM 9. Be patient.

Posted by BAT_ > 2018-05-31 22:54 | Report Abuse

Profit drop 48% YOY. Limit down tomorrow? Lousy KESM promoters everywhere in i3. Stucked buying at RM 20?

Posted by KLCI King > 2018-05-31 22:59 | Report Abuse

Your opinion is noted, we'll see if you are right tomorrow, from there we will know the degree of reliability of your judgement.

Posted by TeamRocket > May 31, 2018 08:55 PM | Report Abuse
I don think market will respond much to decrease profit from kesm, most big counter profit is reduced this year, not suprise, but if they can’t maintain nxt qr then their share price will be consider high/expensive.

Posted by tecpower > 2018-05-31 23:02 | Report Abuse

I don't think the stock price will plunge. MPI and Kesm are automotive semiconductor stocks.MPI has been bullish recently due to a bright outlook.

Posted by tecpower > 2018-05-31 23:02 | Report Abuse

I don't think the stock price will plunge. MPI and Kesm are automotive semiconductor stocks.MPI has been bullish recently due to a bright outlook.

Posted by KLCI King > 2018-05-31 23:03 | Report Abuse

Tomorrow 9am will know how market responds, no need to argue, let the majority to decide.

Posted by tecpower > 2018-05-31 23:16 | Report Abuse

https://www.thestar.com.my/business/business-news/2018/05/18/cimb-research-upgrades-mpi-to-add-retains-rm10pt80-target-price/

Posted by aiinvestor > 2018-05-31 23:35 | Report Abuse

Six reasons why Electric Vehicles on roads will triple in next 2 years
https://www.financialexpress.com/auto/car-news/six-reasons-why-electric-vehicles-on-roads-will-triple-in-next-2-years/1188150/

Posted by newbie911 > 2018-05-31 23:38 | Report Abuse

Still worth to hold or take profit tomorrow?

Posted by TeamRocket > 2018-05-31 23:41 | Report Abuse

Will see tomorrow, not to worry, we invest don’t trade.

Posted by aiinvestor > 2018-06-01 00:27 | Report Abuse

If you think this is temporary, you can hold the stock. I think it's temporary. Being down 48.42% YoY is the worst from FY2014 onwards.Its revenue decreased 10% QoQ, but .Its revenue had continued increasing for a long time before this happened.

Posted by apolloang > 2018-06-01 00:31 | Report Abuse

NO EYES SEE,PROFIT DOWN YET STOCK PRICE SO HIGH

Posted by tecpower > 2018-06-01 00:40 | Report Abuse

But it's just one quarter where they did not do well. Plus i think semiconductor stocks are likely to be bullish in the second hslf of the year.

Posted by aiinvestor > 2018-06-01 08:19 | Report Abuse

MIKRO MSC BHD's P/E is high despite of continuous of bad QRs.

Posted by TeamRocket > 2018-06-01 12:23 | Report Abuse

Tech stock might be bullish in coming qr, better collect when weak.