Posted by Hush77 > 2018-11-21 11:10 | Report Abuse

but this supply chain wont shift that fast.. ie. most US company still take from china , unless they have no choice..so potentially if US impose more and more tariff, there is a chance for asian incl msia, vietnam,etc to be competitive again and export more to US..
in fact vietnam economy is booming .. as cost wise its one of the cheapest..

Posted by cefiro22 > 2018-11-21 15:37 | Report Abuse

http://www.theedgemarkets.com/article/technology-stocks-dip-global-tech-rout
parking at 10.10 hoping some kamikaze re-action

Posted by hstha > 2018-11-21 21:16 | Report Abuse

The next QR announcement will be made this Friday. Buy Kesm by then.

Posted by vjleo1138 > 2018-11-21 23:04 | Report Abuse

i read Elsoft do test & burn sort of thing.Good result from automative. hope similar from kesm

Posted by hstha > 2018-11-21 23:19 | Report Abuse

Don't buy any growth stocks with high P/E like Inari now. They may suffer from price correction in the near future..Focus on undervalued stocks like Kesm now.

Posted by hstha > 2018-11-22 07:51 | Report Abuse

Nasdaq rebounded.

Posted by shareinvestor88 > 2018-11-22 08:32 | Report Abuse

Sell tp 5

Posted by CITADEL > 2018-11-22 17:14 | Report Abuse

bye bye

Posted by Nicholasming91 > 2018-11-22 17:15 | Report Abuse

Oh my may go back to tp 5

Posted by akupolitikkk > 2018-11-22 17:16 | Report Abuse

Tomoro down 20-30%

Posted by Christiano88 > 2018-11-22 17:21 | Report Abuse

gg liao

Posted by SuperPanda > 2018-11-22 17:22 | Report Abuse

dont cry for me kesm.. sob sob sob.

Posted by SuperPanda > 2018-11-22 17:23 | Report Abuse

seems like they already knew will be coming all the while.. hstha, tecpower, heart must be strong.

Posted by shpg22 > 2018-11-22 17:25 | Report Abuse

Downgrade immediately to 5.50

Posted by apolloang > 2018-11-22 17:26 | Report Abuse

profit fall so much yet 10.56? should be 8.00 fair price cos nta also 8++ only

Posted by vjleo1138 > 2018-11-22 17:42 | Report Abuse

tomorrow lao sai

Posted by Flintstones > 2018-11-22 17:43 | Report Abuse

Holland

Posted by vjleo1138 > 2018-11-22 17:44 | Report Abuse

sincere_analyst was right all the while

Posted by apolloang > 2018-11-22 17:45 | Report Abuse

hengyuan from 19 can down to 5.50,why not kesm from 22 down to 8?

Posted by life123 > 2018-11-22 17:47 | Report Abuse

so all the while price dropped from Rm 17 to RM 10 since 2nd October until now, perhaps since that time they already knew the current quarter (August - October) is not doing good before the QR is released.

Now just hope the bad QR already reflected on sharp drop since 2nd October till now.

Posted by Richard Lee > 2018-11-22 17:47 | Report Abuse

NP only back to year 2015-2016 like that

Posted by Flintstones > 2018-11-22 17:48 | Report Abuse

With the volume so low, this stock might crash 20% tomorrow

Posted by Hush77 > 2018-11-22 17:48 | Report Abuse

because hengyuan got many shares out there 300mil... kesm only got 43 mil shares...2/3 is held by sunright , KWAP and others..
senang to goreng up if needed...

Posted by apolloang > 2018-11-22 17:49 | Report Abuse

I sold at 4.60 in 2016.back then the quarter results better than this,why still 10.56?

Posted by sincere_analyst > 2018-11-22 17:49 | Report Abuse

Thanks vjleo. Kesm gonna plunge to 5-6

Posted by Hush77 > 2018-11-22 17:56 | Report Abuse

so jgn takut...budak-budak... jgn lari sini sana..
CIMB last target price for kesm = RM18.50

Posted by trulyinvest > 2018-11-22 18:00 | Report Abuse

Rm5 I oso feel expensive

Posted by Alex™ > 2018-11-22 18:00 | Report Abuse

deng deng deng

Posted by Alex™ > 2018-11-22 18:01 | Report Abuse

told u d TA precedes FA

Posted by Alex™ > 2018-11-22 18:01 | Report Abuse

tipu punya insider news

Posted by Flintstones > 2018-11-22 18:03 | Report Abuse

What battery car la, car semiconductor la...all were stories aimed to hype up the shares. We must have business sense trading stocks

Posted by apolloang > 2018-11-22 18:04 | Report Abuse

cimb sudah no power cos jibby bukan pm already.....hahaha

Posted by Alex™ > 2018-11-22 18:05 | Report Abuse

all horse cannon speech incoming~

Posted by sincere_analyst > 2018-11-22 18:05 | Report Abuse

oh no... Hengyuan was damn bad, KESM is worse !! What a lousy quarter. $3 will come.

Posted by Hush77 > 2018-11-22 18:11 | Report Abuse

hengyuan wrong industry...oil which is down...
to compare,...just look at mpi, penta, vitrox.. all masih bagus...
mpi very bullish..

Posted by sincere_analyst > 2018-11-22 18:15 | Report Abuse

when this stock is still $17, me the genuine sincere_analyst called to run. Sometimes, being too sincere, ppl just can't accept as they like to lose money in stock investment. This counter now is on good path to $3 due to long term negative impact on revenue plunge.

ppl started to use FAKE ID as they think i am being too sincere for helping ppl that align with my investment philosophy. Really when someone is RED, it will attract some red eye ppl to kacau.

Follow me, the real sincere analyst and you will huat together with me.

Posted by apolloang > 2018-11-22 18:15 | Report Abuse

mpi,penta,vitrox all profit up but how come kesm profit down,maybe can compare wif IQ.....hahaha

Posted by sincere_analyst > 2018-11-22 18:21 | Report Abuse

few days back, alot of sheet blogger keep on promote and post good sentiments on this counter, only me genuine sincere_analyst pulled them from touching this bad counter. But out of 100 ppl, only 2 or 3 ppl believe in me while the rest believe black heart blogger. You made the choice, dai lei sei !

Posted by sincere_analyst > 2018-11-22 18:22 | Report Abuse

Those hold kesm just swap to aemulus tomorrow. Tp 1.0

Posted by sincere_analyst > 2018-11-22 18:24 | Report Abuse

kenlee, just stop using fake ID. You are not me the genuine sincere !!

Posted by shareinvestor88 > 2018-11-22 18:43 | Report Abuse

Results out. Sell . TP 2-3

Posted by SuperPanda > 2018-11-22 19:14 | Report Abuse

life must goes on, lets pray for kesm. i can see how hard its going to be tomorrow.

Posted by beso > 2018-11-22 19:39 | Report Abuse

q1 net profit plunged 77%, very serious drop, exchange rate didn't help
may limit down

Posted by RainT > 2018-11-22 19:44 | Report Abuse

Tomorrow limit down

Posted by bkpang > 2018-11-22 19:44 | Report Abuse

Actually KESM made RM23m this quater but due to depreciation 19m. Net Profit only 3m. They have 190m cash or RM4.50 cash per share. Hope no drop below this price

Posted by shareinvestor88 > 2018-11-22 19:51 | Report Abuse

bkpang , u need to minus 80m debt . net cash about 110m.

Posted by shareinvestor88 > 2018-11-22 19:52 | Report Abuse

results poor , so i suggest sell . tp 2-3

Posted by bkpang > 2018-11-22 19:55 | Report Abuse

Yes. U r right. 110/43=2.55. Only don't understand their fixed asset at 200m why depreciation is about 80m per year. I thought this year depreciation can be lower. Wrongly estimated

Posted by Alex™ > 2018-11-22 19:58 | Report Abuse

High capex. Want to be in this business, must got more fcf to sustain upcoming capex.

If no capex, then prospect = 0

Posted by Eastern686 > 2018-11-22 20:08 | Report Abuse

I think current price already reflected the poor Q. Past 1 month some ppl already hv knowledge about lousy profit so they sell n others sell n people sell...