Posted by paperplane2 > 2015-10-09 23:49 | Report Abuse

Yaya, cheapest! Fast fastmbuy! Rm6 still cheap! Buy

Posted by paperplane2 > 2015-10-10 00:55 | Report Abuse

IV kesm how much again ah mak rosmah? My calculation rm 16 woh. Why ur one so low? Dunno how to calculate?

Posted by chl1989 > 2015-10-10 11:32 | Report Abuse

Cik rosmah, i am interested to know your basis of iv calculation too...dcf? Earning power? Pe? :)

Posted by chl1989 > 2015-10-11 00:23 | Report Abuse

The share price will fly high whenever i see rosmah. He/she must have a magic formula to pick good fundamental stocks with momentum.

Posted by chl1989 > 2015-10-11 00:24 | Report Abuse

Not easy man. Some good fundamental stocks take a very long time to unlock the value...

Posted by Icon8888 > 2015-10-11 10:49 | Report Abuse

The success of a stock is not dependent upon the IV ascribed by investors

The success of a stock is dependent upon its ability to deliver strong earnings quarter after quarter

So you guys are barking up the wrong trees. Instead of chasing the illusive concept of IV, you should try to find out whether KESM recent earnings can be repeated

That will determine whether your investment will bear fruits. Keep shouting IV of RM16 wont do you any good

Posted by Icon8888 > 2015-10-11 11:03 | Report Abuse

Study KESM past 12 quarters profit performance and tell me whether you see RM16 coming.

don't be blindly optimistic of a stock just because u own it.

don't be cynical about a stock just because u don't own it.

Be objective

Posted by warrantKing > 2015-10-11 11:36 | Report Abuse

If the coming quarter result can give a 10Sen EPS , this share will break RM5. Although the NTA is quite high for this share , but the ROE of the share is quite low. The only ways to release its value is pushing up the EPS.
Since the management had taken several ways to expand its business , ie:70millions investment proposal , buying over the KESM Test, is no harm to keep until next quarter only make the decision.

Posted by Icon8888 > 2015-10-11 11:48 | Report Abuse

If u look at past 3 years, KESM earnings is seasonal with the July quarter strongest

Anyone who annualized the latest quarter strong result is not being objective

IV of 5 to 6 is reasonable

Anyone that promotes IV of 16 is either stoopeed or has hidden agenda trying to pump and dump

Posted by warrantKing > 2015-10-11 11:59 | Report Abuse

"Annualizing" the last quarter EPS is absolutely stupid.That is WHY i emphasize on next quarter report , because i wish to know how KESM Test cause effect to the typical WEAK QUARTER!!!

However, what i would like to emphasize is , the management does making good use of the cash in doing further expansion in business and it is a good sign.

It is better than some company who keeping their 900millions cash in the freezer of bank for about 5 years dy.

Posted by Icon8888 > 2015-10-11 12:08 | Report Abuse

Yes warrantking I agree with you KESM is a good company

Not deeply undervalued, but no harm holding on as well

Posted by warrantKing > 2015-10-11 12:25 | Report Abuse

Icon , whoever give TP RM16 , ask him to sell house sell underwear , to all in this share . Since it will be 4x earning , temporary living in camp or hotel will be worth.....

Posted by Ooi Teik Bee > 2015-10-11 12:27 | Report Abuse

High growth of KESM happened after buying over the KESM Test. I expect next quarter result to be better than previous year.

I do not like this stock because of following reasons :-
1. Transaction volume is low
2. No institutions are interested to invest into this stock.

The ball is in KESM management's court now, please consider the followings to attract Institution investors and improve the liquidity.

1. share split
2. Bonus issue
3. Issue free warrants
4. Private placement

High volume will help to improve its image.
Thank you.

Posted by warrantKing > 2015-10-11 13:29 | Report Abuse

Mr Ooi , if u are one of the shareholder , u might write a letter to propose with the management. I believe the weightage of your word would be MUCH MUCH heavier than ours. TQ.

Posted by Ooi Teik Bee > 2015-10-11 14:03 | Report Abuse

Ok. I will try to do it this week.
Thank you.
Ooi

Posted by RosmahMansur > 2015-10-11 14:08 | Report Abuse

KESM the cheapest tech stocks in Bursa, Pls hold on tightly to this stock and u will be greatly rewarded....

Posted by paperplane2 > 2015-10-11 15:47 | Report Abuse

The word subjective coming from filthy mouth of icon8888 is totoally not convincing!
Please see my tp RM16 objectively also, sinnce u wanna be objective. Rm16 is achievable! Looking at their cashflows generating!

Posted by paperplane2 > 2015-10-11 17:25 | Report Abuse

Iv 7.68 according Rosmah, mi#e is 16. See who right

Posted by Icon8888 > 2015-10-11 17:52 | Report Abuse

Unlikely 16 lah

6 possible

Posted by paperplane2 > 2015-10-11 19:46 | Report Abuse

16 possible! Buy fast

Posted by paperplane2 > 2015-10-11 21:44 | Report Abuse

Who tot vs can go to 5? Now kesm is 4.50, RM7~13 possible. 16

Posted by paperplane2 > 2015-10-12 07:21 | Report Abuse

deed reply undervalued! Tech stocks normally low book value, and can generate high return! This one indeed book value 6, it should be priced x3 like normal tech stocks, it sold be selling rm 18 now

Posted by chl1989 > 2015-10-12 11:03 | Report Abuse

Hahaha. Smartass paperplane. You have raised a good point lol. But still rm6 i am out.

Posted by paperplane2 > 2015-10-12 12:34 | Report Abuse

low volume

Posted by Icon8888 > 2015-10-12 12:41 | Report Abuse

Stoopeedplane, do u know what KESM does or not ? They just put the semicon chips in the oven to bake. How to fly to 16 ?

Posted by paperplane2 > 2015-10-12 12:42 | Report Abuse

dunno, who cares. enlighten me please

Posted by paperplane2 > 2015-10-12 12:42 | Report Abuse

16 possible, just buy

Posted by paperplane2 > 2015-10-12 13:24 | Report Abuse

from 4.50 drop back 4.30, good or not ah?

Posted by paperplane2 > 2015-10-12 13:26 | Report Abuse

OK, RM6 can out? RM16 ultimate TP mah! IF VS can jump 200% , so can KESM mah.
Look at high depreciation, and the strong cashflow it has, RM77mil each year is very good for S/O=45mil

Posted by paperplane2 > 2015-10-12 13:27 | Report Abuse

Let me copy the FACTS again!

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

RM16/RM1.62=P/E10

Posted by paperplane2 > 2015-10-12 13:29 | 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 > 2015-10-12 13:29 | Report Abuse

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 > 2015-10-12 13:30 | Report Abuse

SEE?? KCChongnz, mind to help these poor fellow investors here?
Please help analyse the cashflow to see if I am PUTTING CORRECT view.

THIS COMPANY CASHFLOW DAMN strong!

Calling KCChongnz

Posted by Sebastian Sted Power > 2015-10-12 15:13 | Report Abuse

hahaha... since that paper start promoting then the price keep dropping

Posted by BearbearDrop > 2015-10-12 15:14 | Report Abuse

^
Dun worry kertas will loss his pant

Posted by paperplane2 > 2015-10-12 15:35 | Report Abuse

haha..........good, drop more, RM4 coming, you sell fast fast

Posted by Sebastian Sted Power > 2015-10-12 16:00 | Report Abuse

I trust Rosmah!

KESM is the cheapest tech counter

Posted by paperplane2 > 2015-10-12 16:17 | Report Abuse

yaya, cheapest, buy. Don't ask

Posted by chl1989 > 2015-10-12 16:37 | Report Abuse

Sifu icon8888, what is your view on mmsv? Another high roic company. Turned over a new leaf in 2013. High fcf/revenue. Ada hope keh? :)

Posted by Jester > 2015-10-12 16:40 | Report Abuse

I think it is good that KESM decline a bit and take a breather. If the management of the company wants to unlock the value of KESM shares, they must improve the liquidity of this share

Posted by paperplane2 > 2015-10-12 17:04 | Report Abuse

yes. must improve

Posted by Lim > 2015-10-12 17:28 | Report Abuse

KESM is break down below 4.3, has break down the cup n handle.. hopefully it just false signal

Posted by Jester > 2015-10-12 17:32 | Report Abuse

Hi Lim, I'm a novice investor. Could you kindly explain a bit on what do you mean please?

Thanks~

Posted by pang72 > 2015-10-12 18:36 | Report Abuse

This snake better dun promote stock else keep dropping. He used to condemn every stock and all stocks flying

Posted by leelc99 > 2015-10-12 19:55 | Report Abuse

Hahahaha, that is true. He condemned Sign and today Sign +2%.. LOL

Posted by Lim > 2015-10-13 09:07 | Report Abuse

@Jester, try to googling cup n handle chart pattern. its a technical analysis -chart pattern. it break below pivot line

Posted by paperplane2 > 2015-10-13 09:51 | Report Abuse

??

Posted by Sebastian Sted Power > 2015-10-13 10:00 | Report Abuse

Icon hebat! Snake kena caught

Posted by jester > 2015-10-13 10:30 | Report Abuse

@Lim, thank you for your reply.

Posted by Ooi Teik Bee > 2015-10-13 14:27 |

Post removed.Why?