Posted by tecpower > 2018-08-09 08:34 | Report Abuse

General Motors was up 0.19% and PHLX semiconductor index up 0.27% yesterday.

Posted by Kadir > 2018-08-09 11:29 | Report Abuse

Kesm is subsidiary of Sunright singapore..?

Posted by paperplane > 2018-08-09 15:37 | Report Abuse

http://www.visualcapitalist.com/influential-countries-asia/

Posted by hstha > 2018-08-09 19:58 | Report Abuse

09-Aug-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 20,100 shares on 08-Aug-2018.
07-Aug-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 5,400 shares on 06-Aug-2018.

Posted by hstha > 2018-08-10 00:21 | Report Abuse

China stocks rally on hopes of gov't boost for tech firms, healthcare rebound. https://www.nasdaq.com/article/china-stocks-rally-on-hopes-of-govt-boost-for-tech-firms-healthcare-rebound-20180809-00031

Posted by tecpower > 2018-08-11 12:43 | Report Abuse

https://www.cnbc.com/video/2018/08/10/apple-underappreciated-stock-analyst-fang-technology.html
Apple still most underappreciated stock in the world: Analyst

Posted by tecpower > 2018-08-11 12:54 | Report Abuse

Ringgit seen to weaken against US$, Bursa trend higher next week
Read more at https://www.thestar.com.my/business/business-news/2018/08/11/ringgit-expected-to-weaken-against-us$-next-week/#Z12P9KBE8MAfMxZe.99

Posted by tecpower > 2018-08-14 22:29 | Report Abuse

Semiconductors Again Testing Dotcom Era Highs
https://etfdailynews.com/2018/08/14/semiconductors-again-testing-dotcom-era-highs-smh/

Posted by tecpower > 2018-08-15 20:37 | Report Abuse

M'sia equities set to outperform as political uncertainty dissipates, says DBS Research | http://www.klsescreener.com/v2/news/view/418464

Posted by tecpower > 2018-08-17 21:27 | Report Abuse

Recent QRs of most Malaysians semiconductor companies are verty good. I expect Kesm's next QR announcement would be very good as well

Posted by Warren Chan > 2018-08-17 23:30 | Report Abuse

@tecpower is the supply disruption solved?

Posted by tecpower > 2018-08-17 23:40 | Report Abuse

Malaysian semiconductor stocks are still good buy due to depreciation of ringgit.

Things are slowly turning sour for the Malaysian ringgit, keeping USD/MYR on track to meet our 4.35 forecast for end-2018
https://think.ing.com/articles/malaysia-a-huge-downside-gdp-miss-in-second-quarter/

Posted by hstha > 2018-08-18 12:02 | Report Abuse

https://m.scmp.com/news/china/policies-politics/article/2160283/expected-donald-trump-xi-jinping-meeting-november-goal

Posted by tecpower > 2018-08-18 13:03 | Report Abuse

Average target price 19,4 MYR
https://www.marketscreener.com/KESM-INDUSTRIES-BERHAD-24007912/consensus/

Posted by jordanmaggie61 > 2018-08-20 11:37 | Report Abuse

Very confident stock, good to invest it and then can buy more car HAHAH!

Posted by Kadir > 2018-08-20 14:56 | Report Abuse

jordanmaggie61....buying proton ?

Posted by tecpower > 2018-08-20 21:58 | Report Abuse

Semiconductor sales jump in second quarter.
20 August 2018.

According to new figures from the Semiconductor Industry Association (SIA) sales of semiconductors in the second quarter were up 6% q-o-q and 20.5% y-o-y at $117.9billion. June sales were ahead 1.5% on the month and 20.5% from June 2017 to $39.3 billion.. http://www.newelectronics.co.uk/electronics-news/semiconductor-sales-jump-in-second-quarter/182073/

Posted by Yael Jasper > 2018-08-21 11:28 | Report Abuse

Well done, the profit can let me to buy more food.

Posted by tecpower > 2018-08-23 20:50 | Report Abuse

Investors should not be overly concerned about trade war impact on China, says Value Partners | http://www.klsescreener.com/v2/news/view/421702

Posted by tecpower > 2018-08-23 21:04 | Report Abuse

Geely beats top three Japanese carmakers | http://www.klsescreener.com/v2/news/view/421542

Posted by tecpower > 2018-08-24 08:33 | Report Abuse

The PHLX semiconductor index was up 0.12% yesterday.

Posted by tecpower > 2018-08-25 02:20 | Report Abuse

https://www.bloomberg.com/news/articles/2018-08-24/can-electric-cars-make-china-this-century-s-detroit-quicktake

Posted by tecpower > 2018-08-25 10:08 | Report Abuse

Wow. The PHLX Semiconductor was up 1.46% yesterday.

Posted by tecpower > 2018-08-25 10:52 | Report Abuse

Chip stocks are rallying, and one trader sees a bigger breakout
https://www.cnbc.com/2018/08/24/chip-stocks-are-rallying-and-one-trader-sees-a-bigger-breakout-ahead.html

Posted by tecpower > 2018-08-25 14:55 | Report Abuse

Bursa Malaysia to trade higher next week http://m.thesundaily.my/node/573976

Posted by tecpower > 2018-08-26 00:59 | Report Abuse

4 Toyota group members venture into forming self-driving tech and operations
https://www.techgenyz.com/2018/08/24/toyota-venture-into-forming-self-driving-tech/

Posted by tecpower > 2018-08-28 20:31 | Report Abuse

World stocks hit 6-month high as NAFTA deal eases trade war fears | http://www.klsescreener.com/v2/news/view/423618

Posted by tecpower > 2018-08-28 20:41 | Report Abuse

Toyota to invest US$500mil in Uber for self-driving cars | http://www.klsescreener.com/v2/news/view/423304

Posted by funda > 2018-08-28 23:40 | Report Abuse

all semiconductor stocks shoot up at historical high except KESM... one of the lowest PE semicon now... Let's see how is the coming qtr results

Posted by Yael Jasper > 2018-08-29 10:47 | Report Abuse

Good stock, make huge profit !

Posted by Lim Tek Wai > 2018-08-29 11:17 | Report Abuse

Waiting for dividen soon. This time can cover back some capital loss. Not bad.

Posted by tecpower > 2018-08-29 21:28 | Report Abuse

29-Aug-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 10,300 shares on 28-Aug-2018.

Posted by tecpower > 2018-08-29 21:30 | Report Abuse

KWAP started buying Kesm again. Good sign

Posted by tecpower > 2018-08-30 00:14 | Report Abuse

Boom! US economy logs best performance in nearly 4 years
https://www.cnbc.com/2018/08/29/second-estimate-of-q2-2018-gdp.html

Posted by tecpower > 2018-08-30 01:04 | Report Abuse

https://www.businesstimes.com.sg/transport/tencent-backed-china-electric-car-maker-nio-seeks-us13b-in-us-ipo

Posted by tecpower > 2018-08-30 01:07 | Report Abuse

https://auto.ndtv.com/news/toyota-to-invest-500-million-in-uber-for-self-driving-cars-1908102

Posted by tecpower > 2018-08-30 08:46 | Report Abuse

US corporate profits soared in second quarter, boosted by tax cuts and economic growth | http://www.klsescreener.com/v2/news/view/424566

Posted by tecpower > 2018-08-30 08:47 | Report Abuse

The Phlx semiconductor index was up 0.24% yesterday.

Posted by tecpower > 2018-09-01 16:49 | Report Abuse

The PHLX semiconductor index was up 0.58% on Friday.

Posted by tecpower > 2018-09-02 00:11 | Report Abuse

Electric Vehicles' Day Will Come, and It Might Come Suddenly
https://www.bloomberg.com/view/articles/2018-08-31/electric-vehicles-in-california-their-day-will-come-suddenly

Posted by tecpower > 2018-09-02 00:15 | Report Abuse

Electric vehicles: the next big investment opportunity?
With climate change, Electric Vehicles might be one of the biggest investment opportunities of the century.
https://www.businesstimes.com.sg/investing-wealth/electric-vehicles-the-next-big-investment-opportunity

Posted by tecpower > 2018-09-02 00:44 | Report Abuse

Electric Car Sales Set To Accelerate As Costs Fall And Production Scales Up
https://www.forbes.com/sites/mikescott/2018/05/28/electric-car-sales-set-to-accelerate-as-costs-fall-and-production-scales-up/#ef4112a40495

Posted by tecpower > 2018-09-02 02:48 | Report Abuse

JPMorgan Sees MSCI China Rebounding 14% as Sell-off Is Overdone
https://www.bloomberg.com/news/articles/2018-08-29/jpmorgan-sees-msci-china-rebounding-14-as-sell-off-is-overdone

Posted by tecpower > 2018-09-03 18:26 | Report Abuse

USDMYR 4.125

Posted by tecpower > 2018-09-03 19:14 | Report Abuse

3 BIG themes in the long short and medium term - Corporatisation Malaysia, Trade War, SST
https://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=21494

The US - China Trade War

As one know, Malaysia is a huge trading nation in comparative to our size of economy. The Trade War between China and US, if prolonged will have impact to Malaysia and it is not easy to figure out how it works for Malaysian companies. I would think, in the shorter term, as long as Malaysian manufacturers can accommodate some of the demand shifts from Chinese to Malaysian companies, those companies will immediately benefited.

Some of these companies that would have benefited are the electronics manufacturers especially the Electronic Manufacturing Services and Precision Engineering companies. Examples of these are companies like Globetronics, KESM, Salutica.

Posted by tecpower > 2018-09-03 22:48 | Report Abuse

Singapore manufacturing picks up in August, ending slowing trend

Electronics PMI was similarly improved, rising 0.4 point to 52.0, due to faster expansion in the key indicators of new orders, new exports, factory output, and employment. This was the sector's 25th straight month of expansion.

On the improved manufacturing and electronics PMIs, OCBC Bank's head of treasury research and strategy Selena Ling said: "This suggests that the domestic manufacturing momentum is withstanding the deterioration in the external economic environment due to the US-Sino trade war relatively well."
https://www.businesstimes.com.sg/government-economy/singapore-manufacturing-picks-up-in-august-ending-slowing-trend

Posted by tecpower > 2018-09-04 20:10 | Report Abuse

USDMYR 4.139

Aegentina Peso and Turkish Lira have been wobbling recently.
Currencies in emerging markets like ringgit are likely to wobble as well.

Posted by tecpower > 2018-09-05 07:50 | Report Abuse

Global semicon sales up 17.4% y-o-y in July to US$39.5b in July, says SIA | http://www.klsescreener.com/v2/news/view/426634

Posted by tecpower > 2018-09-05 07:55 | Report Abuse

Export growth to pick up in July, says RAM Ratings | http://www.klsescreener.com/v2/news/view/426578

Posted by tecpower > 2018-09-05 08:18 | Report Abuse

The Phlx semiconductor index was up 0.69% yesterday. Very bullish