Posted by TomHagen > 2018-10-15 11:30 | Report Abuse

sharks are actively want to flush out weak holder only

Posted by klee0106 > 2018-10-15 11:37 | Report Abuse

Total revenue/share + Net asset/share = RM16.41, don't think this share will drop any beyond RM13. Should be Rm15+ share, sharks are accumulating obviously.

Posted by klee0106 > 2018-10-15 11:38 | Report Abuse

When weak holders sold off, they enter and grab their jackpot

Posted by sincere_analyst > 2018-10-15 11:52 | Report Abuse

flush? 10.0 i also don't want to buy. wait for $5, those that dumb dumb hold, is really dumber.

Posted by Flintstones > 2018-10-15 11:58 | Report Abuse

tecpower no where to be seen

Posted by klee0106 > 2018-10-15 12:00 | Report Abuse

Those who called people dumb, they themselves has to be dumb first =P

Posted by sincere_analyst > 2018-10-15 14:49 | Report Abuse

Drop drop drop !!! Continue to drop !! Big fund run away from rubbish stock !!! Don’t be sorchai checking in to presidential suite !!!

Posted by sincere_analyst > 2018-10-15 15:25 | Report Abuse

See I told you it will drop more !! 13.58 now !!

Posted by sincere_analyst > 2018-10-15 15:38 | Report Abuse

Drop drop drop !! Let them see the consequence of taking lightly on sincere advise !!

Posted by kingcobra > 2018-10-15 15:53 | Report Abuse

lower lows..........

Posted by PoormanTrader > 2018-10-15 16:07 | Report Abuse

What a sad F stock lol

Posted by jason007 > 2018-10-15 16:36 | Report Abuse

If car sales drop, is a serious issue for this company

Posted by Goldmann > 2018-10-15 16:37 | Report Abuse

When limit down, I had given warning but too bad no one listen. I wonder where is the famous promoter tecpower? He said wrong key in transaction during limit down on 2/10/18. What the hell, He really think those trader can make this kind of mistake in trading.

Posted by ivan9511 > 2018-10-15 16:44 | Report Abuse

buy

Posted by leekh5555 > 2018-10-15 17:01 | Report Abuse

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.”

annoucement on 21 Sep 2018

Posted by SuperPanda > 2018-10-15 17:12 | Report Abuse

drop to 5.0 impossible lah, sector pe ave discounted 10%-20% still reasonable.. unless next qtr post lower profit

Posted by SuperPanda > 2018-10-15 17:14 | Report Abuse

if 10.0 already super bargain. so 11-12 very good buy.

Posted by ivan9511 > 2018-10-15 17:15 | Report Abuse

just buy n keep

Posted by sincere_analyst > 2018-10-15 17:23 | Report Abuse

$10 ? i better use the money cari amoi better. at least i shoot out. this counter can only consider if $5. no $5, you touch, you become salted fish.

Posted by shareinvestor88 > 2018-10-15 21:16 | Report Abuse

Sell , TP 5-6

Posted by hstha > 2018-10-15 21:20 | Report Abuse

You should know that wafer acts like buffer.


When semiconductor demand increases, wafer shortage may prevent Kesm's net profit from increasing rapidly.

When semiconductor demand decreases, wafer utilisation rate will increase, so it may prevent Kesm's profit from decreasing rapidly.

That's why it is unlikely that Kesm's net profit will decrease rapidly.,,

Posted by apolloang > 2018-10-15 21:25 | Report Abuse

already warned when profit down,avoid this stock.profit down not worth so much

Posted by hstha > 2018-10-15 21:31 | Report Abuse

2018 Q1 net profit 11,375K, 2018 Q2 net profit 11,777K, Q3 net net profit 11,316K

In FY2018 net profit stayed around 11,000K except one quarter. This shows wafer shortage persisted throught FY2018. I forecast net profit in the next quarter announcement will be around 11,000K or better,

Posted by hstha > 2018-10-15 21:32 | Report Abuse

Net profit in the next quarter announcement should bel be at least 11,000K because wafer acts like buffer.

Posted by SuperPanda > 2018-10-15 21:40 | Report Abuse

$5 can get but after split 1:3.. he he

Posted by SuperPanda > 2018-10-15 21:43 | Report Abuse

i wud start to load at pe12

Posted by hstha > 2018-10-15 21:56 | Report Abuse

I'm not worrying about Kesm much. Vehicle Electrification has been progressing rapidly. Its valuation is very low compared to other semiconductor stocks.

Posted by Goldmann > 2018-10-15 22:54 | Report Abuse

Still collect below 10.

Posted by hstha > 2018-10-15 23:02 | Report Abuse

You can affect the stock price for a short-term, not for a long-term,

Posted by hstha > 2018-10-15 23:27 | Report Abuse

check the JHM stock price. It is still high. They sell automotive LED products.

Posted by hstha > 2018-10-15 23:43 | Report Abuse

You are wrong, Malaysian tech stocks move different from nasdaq due to the value of USDMYR.

Posted by hstha > 2018-10-16 00:46 | Report Abuse

At least you should know how you make money...

Stock: [VITROX]: VITROX CORP BHD

Oct 16, 2018 12:43 AM | Report Abuse

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Stock: [GBGAQRS]: GABUNGAN AQRS BHD

Oct 16, 2018 12:41 AM | Report Abuse

Market isn't stable, for live market picks, fundamental and technical analysis whatsapp me 601157940369


Stock: [KESM]: KESM INDUSTRIES BHD

Oct 16, 2018 12:39 AM | Report Abuse

The market is badly affected because the USA market isn't possible, it is important to follow risk ma management strategies. For technical as well as fundamental analysis, whtp me 601157940369

Posted by TomHagen > 2018-10-16 08:44 | Report Abuse

I bet those naysayers will keep silent and be away from this forum once the price pick up later in Nov/ Dec.

Posted by sincere_analyst > 2018-10-16 09:45 | Report Abuse

today break $13 to be on track slumping to $5 !! rubbish counter.

Posted by sincere_analyst > 2018-10-16 10:27 | Report Abuse

13.40 now, told ya will drop :) just stay away for now. follow me and you make big bucks !

Posted by kingcobra > 2018-10-16 10:32 | Report Abuse

don't worry ....for sure 100 percent will rebound, for those sour grapes they WILL regret later!!!!!!!!!!

Posted by feimah > 2018-10-16 11:20 | Report Abuse

Sinking like titanic. :=(

Posted by sincere_analyst > 2018-10-16 11:24 | Report Abuse

haha... 13.20 now, breaking 13 is very kacang. Rebound? you better let saiful or bangkali push then only talk about rebound !

Posted by feimah > 2018-10-16 11:58 | Report Abuse

It may hit PE9 by year end ¦=(

Posted by sincere_analyst > 2018-10-16 12:00 | Report Abuse

only dumb will fall in love with this rubbish stock. drop from 22 to 13 still don't want to give up, later 5 only sell. No wonder I always make money, want to lose money also hard.

Posted by kkteng70 > 2018-10-16 14:48 | Report Abuse

Sincere_analysi, don't scold them please , they have their own idea since they don't want to listen, let them KEEP or let THEM buy, if everyone like you , then is very difficult to make money right ? Am I right ? I really consider your advise since first day it goes down trend, understand some of them in LOVE in this company . we can not blame them. belum kena belum tahu,

Posted by vjleo1138 > 2018-10-16 14:50 | Report Abuse

any reason why this counter dropping a lot recently. shortage of wafer, bad quarter ahead or bad market

Posted by Goldmann > 2018-10-16 15:31 | Report Abuse

Please study ur company properly, 2017/2018, no doubt KESM is one of the best semi con company. But the story line has changed in 2018/2019. Any price above 10 is over value.

Posted by shareinvestor88 > 2018-10-16 16:19 | Report Abuse

Sell TP 5-6

Posted by EatCoconutCanWin > 2018-10-16 17:49 | Report Abuse

KNN liao this time

Posted by trulyinvest > 2018-10-16 19:45 | Report Abuse

Overconfidence kill themselves. Kikiki

Posted by hstha > 2018-10-16 20:34 | Report Abuse

But at the moment a lot of people with a hsitory of a lot of negative comments are posting comments here. That's all.

Posted by hstha > 2018-10-16 20:38 | Report Abuse

CIMB Research raises target price for KESM to RM18.50
http://www.theedgemarkets.com/article/cimb-research-raises-target-price-kesm-rm1850

Posted by hstha > 2018-10-16 20:48 | Report Abuse

https://klse.i3investor.com/blogs/kenangaresearch/175089.jsp

While FY18 results came in line, the generous DPS pay-out of 18.5 sen was a positive surprise. After a brief hiatus in 2H18, earnings should see a stronger comeback in 1H19 with earlier shortfall to be made up by higher utilisation and capacity expansion. Post model updates, we tweaked our FY19E earnings by -2% for house-keeping while introducing our FY20E NP of RM55.6m (+7%). All in, TP lowered to RM18.20 (15.0x FY19E PER). Maintain MP.

Posted by hstha > 2018-10-16 20:53 | Report Abuse

Their business has been the same. The company cannot change from one of the best Malaysian semiconductor companies to one of the worst Malaysian semcondoctor companies.