Posted by Kadir > 2018-09-05 10:06 | Report Abuse

yes.. Also, China semicon sales also up.

Posted by tecpower > 2018-09-05 19:26 | Report Abuse

USDMYR 4.146

Posted by tecpower > 2018-09-05 20:22 | Report Abuse

7月出口强增9.4%．远超预期．中国需求涨37.5% | http://www.klsescreener.com/v2/news/view/427030

Posted by tecpower > 2018-09-05 20:22 | Report Abuse

以产品区分，电子与电器产品（+23.6%）、原油（+90.1%）、天然胶（+3.3%）、木材与木制品（+0.4%）增幅最大，成功抵销液化天然气，棕油与棕油制品和精炼石油产品的38.4%、13.6%和12.3%跌幅。

Posted by tecpower > 2018-09-05 20:26 | Report Abuse

若以出口市场来看，中国出口强势扩张35亿令吉或37.5%，至129亿令吉居功至伟；香港和美国出口也大增80.8%和6.7%，新加坡和日本则萎缩2%和17.1%。按月计，出口在电子与电器产品、原油、棕油与棕油制品、精炼石油产品、木材与木制品和天然胶推动下，走扬9.6%或75亿令吉。

Posted by tecpower > 2018-09-05 20:44 | Report Abuse

全球半导体销售增长 科技股应声走高 | http://www.klsescreener.com/v2/news/view/426874

Posted by tecpower > 2018-09-05 20:45 | Report Abuse

Sales per major semiconductor product category and regional market grew year-on-year, with the Americas and China leading the market, with growth rates exceeding 20%.”

Compared with July 2017, sales growth was in China (29.4%), the Americas (20.7%), Europe (11.7%), Japan (11.5%) and Asia Pacific/All others (5.7%).

Posted by tecpower > 2018-09-05 22:11 | Report Abuse

You don't need to sell any Malaysian tech stocks amid an escalating trade spat between the US and China.

As trade tension betweem the US and China intensifies, ringgit will weaken.
That's good for Malaysian tech stocks.

In other words, ringgit works as a buffer for Malaysian tech stocks amid an escalating trade spat between the US and China.

Just check how USDMYR has gone up recently.

Posted by tecpower > 2018-09-05 22:22 | Report Abuse

Electric vehicle sales surge in UK as fuel prices rise
https://www.bbc.com/news/business-45419705

Posted by hstha > 2018-09-08 22:08 | Report Abuse

關稅戰敲響半導體警鐘　本地業者或因禍得福

http://www.klsescreener.com/v2/news/view/428152

Posted by Flintstones > 2018-09-10 07:36 | Report Abuse

How is the wafer supply going? Back on track?

Posted by tecpower > 2018-09-10 07:57 | Report Abuse

US manufacturing in August expanded at the fastest pace in 14 years as the Institute of Supply Management gauge rose to 61.3 from 58.1 in July.

Posted by hstha > 2018-09-11 08:42 | Report Abuse

the Phlx semiconductor index was up 1.10% yesterday.

Posted by tecpower > 2018-09-12 23:21 | Report Abuse

https://klse.i3investor.com/blogs/Vitrox/173596.jsp

Posted by Yael Jasper > 2018-09-13 11:44 | Report Abuse

Wow! the stock price is rising, profit increasing also kikiki

Posted by hstha > 2018-09-13 22:48 | Report Abuse

美中貿易談判露曙光 亞股聞訊止跌回揚 http://www.klsescreener.com/v2/news/view/429686

Posted by tecpower > 2018-09-13 23:36 | Report Abuse

https://www.investors.com/market-trend/stock-market-today/chip-stocks-stock-futures-trade-war/

Posted by hstha > 2018-09-14 22:18 | Report Abuse

The next QR announcement is likely to be very good.

Posted by hstha > 2018-09-15 15:22 | Report Abuse

The Phlx semiconductor index was up 1.11% on Friday.

Posted by SuperPanda > 2018-09-18 14:35 | Report Abuse

bought some 17 ... bet on better qtr performnce

Posted by jordanmaggie61 > 2018-09-18 15:20 | Report Abuse

All stocks are green today.we may see minimal growth. Worth to invest

Posted by leecuteguy > 2018-09-20 22:57 | Report Abuse

qtr result not out yet..... good or bad ???

Posted by tecpower > 2018-09-21 07:35 | Report Abuse

Industrials lead Dow to record high; tech boosts S&P, Nasdaq | http://www.klsescreener.com/v2/news/view/433184

Posted by leecuteguy > 2018-09-21 17:33 | Report Abuse

result already out, any comments

Posted by newbie4444 > 2018-09-21 17:34 | Report Abuse

Profit got increase meh?

Posted by Yael Jasper > Sep 13, 2018 11:44 AM | Report Abuse
Wow! the stock price is rising, profit increasing also kikiki

Posted by hstha > 2018-09-21 20:06 | Report Abuse

Revenue grew to RM349.8 million or a marginal 3 percent increase from RM338
million in the previous year.

Mr. Sam Lim, Executive Chairman & Chief Executive Officer of KESM explained,
“Net Profit declined by 11 percent to RM39.3 million from RM44.0 million a year ago.
This weaker performance was caused by higher taxes and supply issues. Earnings
per share also lowered to 91.5 sen from 102.3 sen last year.
Mr. Sam Lim, Executive Chairman & Chief Executive Officer of KESM explained,
“Our result was affected by a crunch in the supply of materials and poor yields of new
devices experienced by our customers. This temporary delay hindered our expansion
progress. Hence, we made a decision to hold back some of our investments, which
gave us a surplus to pay higher dividends to our shareholders.”
He added, “Two months ago, we declared an interim tax exempt dividend of 12.5
sen per share amounting to RM5.4 million. In addition, we will be proposing a final tax
exempt dividend of 6 sen per share amounting to RM2.6 million, at the next AGM to
be held on 10 January 2019.
He added, “We operate in the semiconductor industry which is expected to grow
by 7.3 percent to total US$451 billion this year from US$420.4 billion in 2017.”
He concluded, “We have a sound strategy to deliver profitable growth, and with
the favorable market condition, our prospects remain optimistic.”
http://malaysiastock.biz/Company-Announcement.aspx?id=1087383

Posted by value88 > 2018-09-21 20:27 | Report Abuse

In Press Release, the management gave positive outlook on KESM's growth prospect.
The temporary delay in KESM's growth is due to industry-wide wafer supply issue, and KESM's customers also having problem with the production of their new devices and hence the delay to submit for burn-in and test process.

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

Now is ATE golden era, the likes of Vitrox, Penta, Mi & Elsoft. OSAT's era should come early next year, the likes of Inari, Unisem, Gtronic, MPI & KESM. Anyhow they're already having a premature run.

Posted by hstha > 2018-09-21 21:33 | Report Abuse

The stock price is attractive comapated to Unisem.

Posted by trulyinvest > 2018-09-21 22:30 | Report Abuse

Sell

Posted by hstha > 2018-09-21 23:25 | Report Abuse

net profit (YoY)

Kesm: -15.57%
Inari: -12.98%
Unisem: -26.01%
MMSV: -69.21%

Posted by hstha > 2018-09-22 00:36 | Report Abuse

Kesm proposes 6 sen dividend

Posted by SuperPanda > 2018-09-22 01:40 | Report Abuse

If next mon not gap up, add more and keep until next qtr

Posted by apolloang > 2018-09-22 10:59 | Report Abuse

profit down yet 17.10? dividend only increase 6cts I tot special div 60cts. mon gap down lah

Posted by tecpower > 2018-09-22 15:05 | Report Abuse

The QR in Q4 FY2017 was exceptionally good. The net profit increased to 11,316K from 10,604K compared to Q3 FY2017.

Posted by apolloang > 2018-09-22 15:08 | Report Abuse

now profit 11.316 mil last year same quarter is 13.403 mil,profit down and mon open down at least RM 1.00

Posted by trulyinvest > 2018-09-22 16:23 | Report Abuse

No need to buy la tis counter. Rm17? Stil can buy a lot other counter

Posted by tecpower > 2018-09-22 16:36 | Report Abuse

Unisem

https://klse.i3investor.com/m/stock/overview/5005.jsp

Posted by tecpower > 2018-09-22 16:49 | Report Abuse

split

Posted by tecpower > 2018-09-23 11:25 | Report Abuse

17.8 tomorrow?

Posted by tecpower > 2018-09-23 14:52 | Report Abuse

At the moment valuations of Malaysian semiconductor stocks are relatively high. Check Inari, Vitrox and Pentamaster, etc. Even MMSV is quite expensive,
Kesm can move up to RM 20.00 in two months.

Posted by trulyinvest > 2018-09-23 15:15 | Report Abuse

Last time ppl shouting buy sunright at sgd1. Now, 63sen only. Dun know wether those ppl stil keep or sold?

Posted by tecpower > 2018-09-23 17:48 | Report Abuse

Singaporean and Chinese semiconductor stocks have been relatively bearish recently due to trade war concerns, whcih have affected the Sunright price. On the other hand., US and Malaysian chip stocks have not been bearish recently.
23/09/2018 17:43

Posted by Flintstones > 2018-09-23 21:17 | Report Abuse

This stock only got two promoters - hstha and tecpower. After two quarters, it is clear to everyone that KESM has limited short term upside. I wont be surprised to see KESM trading sideways for a few more quarters.

Posted by tecpower > 2018-09-24 20:49 | Report Abuse

Kenanga Research & Investment
KESM Industries Bhd - Within Expectations
https://klse.i3investor.com/blogs/kenangaresearch/175089.jsp

Kenaga generally has the most bearish view on semiconductor stocks.

Posted by tecpower > 2018-09-24 20:54 | Report Abuse

https://klse.i3investor.com/m/priceTarget/45029.jsp

Posted by tecpower > 2018-09-24 20:56 | Report Abuse

Kenaga lowered Kesm's TP from 18.30 to 18.20 and maintained MP.

Posted by tecpower > 2018-09-24 22:22 | Report Abuse

Growth to resume after a hiatus in 2H18. Though earnings shortfall was observed in 3Q18 with 4Q18 still seeing some sluggishness, we are not overly concerned regarding the lagging sales as we understand that the late delivery was only a timing issue with orders volume still resilient. Note that the group is still at investment phase for customers, where it should plough in a similar quantum of capex as of FY17 (at RM107m) for expansion. Recall that FY17 revenue/CNP saw a jump of 18%/43% during its aggressive expansion period back then. In terms of investment, it is shifting towards upgrading existing plants in Malaysia and China into “smart factories”, which should see higher automation; hence, suggesting better operational efficiency. All in, we expect a much better FY19, underpinned by higher utilisation alongside capacity

Posted by GeniusTinker > 2018-09-24 22:56 | Report Abuse

promoter story

Posted by tecpower > 2018-09-24 22:59 | Report Abuse

Kenanga Research & Investment
KESM Industries Bhd - Within Expectations
https://klse.i3investor.com/blogs/kenangaresearch/175089.jsp

Growth to resume after a hiatus in 2H18. Though earnings shortfall was observed in 3Q18 with 4Q18 still seeing some sluggishness, we are not overly concerned regarding the lagging sales as we understand that the late delivery was only a timing issue with orders volume still resilient. Note that the group is still at investment phase for customers, where it should plough in a similar quantum of capex as of FY17 (at RM107m) for expansion. Recall that FY17 revenue/CNP saw a jump of 18%/43% during its aggressive expansion period back then. In terms of investment, it is shifting towards upgrading existing plants in Malaysia and China into “smart factories”, which should see higher automation; hence, suggesting better operational efficiency. All in, we expect a much better FY19, underpinned by higher utilisation alongside capacity