Posted by NoStyle > 2019-03-13 14:33 | Report Abuse

huh? does that even translate into share price?

Posted by MikiMouse23 > 2019-03-13 14:45 | Report Abuse

Want me to believe on what? Just look at property counters. Crashed worse than any financial crisis even when they posted strong qr. High NTA now still no one wanna buy because the future is bleak. Do you even know what investing means? Its not just applying to stocks. Other sh1t as well

Posted by Hush77 > 2019-03-13 16:11 | Report Abuse

well pls don't buy kesm & if u have share u can sell.. nobody cares lol..

Posted by Hush77 > 2019-03-13 16:21 | Report Abuse

anyone manage to tangkap ikan at 8.00 this morning... now can sell at 8.60... cantik..

Posted by Hush77 > 2019-03-13 18:13 | Report Abuse

i tangkap some ikan.. this morning.. so adalah untung sikit sikit..

Posted by Hush77 > 2019-03-13 23:37 | Report Abuse

This counter can make few rounds..buy when it drop ... sell when it go back up..
Easy money..

Posted by nckcm > 2019-03-13 23:46 | Report Abuse

Currently The only companies in tech worth buying is Penta, Vitrox , and Vis . Dufu may suffer the fate like Unisem.

Posted by James Ng > 2019-03-14 12:33 | Report Abuse

https://klse.i3investor.com/blogs/general/197826.jsp
[转贴] [KESM INDUSTRIES BHD：由于内存市场低迷，加上美国和中国实施的关税增加的负面影响，以及全球经济的不确定性增加，预计2019年将出现放缓，半导体行业的广泛指数和全球增长指向疲软的势头] - James的股票投资James Share Investing

Posted by RainT > 2019-03-14 18:06 | Report Abuse

How about MPI & INARI ? Worth buying or not ?

Posted by feimah > 2019-03-14 19:02 | Report Abuse

https://www.thestar.com.my/business/business-news/2019/03/14/penang-factories-cut-jobs

Posted by Alex™ > 2019-03-16 12:29 | Report Abuse

PE 58.96....

Posted by Hush77 > 2019-03-16 12:50 | Report Abuse

PUBLISHED FRI, MAR 15 2019 • 2:57 AM EDT UPDATED FRI, MAR 15 2019 • 12:38 PM EDT
Chloe Taylor

European markets close week higher; chip makers best performers

Market focus is largely attuned to global trade developments, as sentiment improved on a report that more progress has been made in talks between the world’s two largest economies.

Posted by VenFx > 2019-03-16 13:30 | Report Abuse

Amazingly to kesm price resilent despite its horrible Q results ...

Posted by Hush77 > 2019-03-16 16:21 | Report Abuse

Well mkt is fwd looking and US and europe chipmakers shares are going up despite their not so good results as they expect US-china trade deal..
Kesm is impacted by trade war btw trump and china , so its customer become very cautious and order on demand rather than keeping an inventory...
Once a trade deal is reach btw donald duck and Xi jinping, customers may more aggresive
In inventory restocking , earnings may jump up again..anyway, kesm is trading close to its asset value..of around $8++
Its a chance to buy cheap if u believe by Q4 2019 or beyond, the profit will back to boom time..and semiconductor will be needed in all new cars and autonoumous vehicle...is the future..
Even its parent sunright is very cheap now...those with spare cash can shop now when prices are at peanuts level...
For some, this drop is what we hope for ..so can buy cheap... :>

Posted by Chewhh01 > 2019-03-18 10:40 | Report Abuse

KWAP is trading the KESM share. Short term Up or down of the share price largely depend on the business strategy of the KWAP on this KESM share. Hopefully they are positive on this share.

Posted by leekh5555 > 2019-03-21 15:28 | Report Abuse

worth to buy now? seemed like fully valued(little bit over value)

Posted by Hush77 > 2019-03-22 08:51 | Report Abuse

--LATEST NEWS--
https://www.thestar.com.my/business/business-news/2019/03/22/chip-stocks-surge-to-record-as-worst-of-bleeding-appears-over/

Posted by Hush77 > 2019-03-22 08:51 | Report Abuse

SAN FRANCISCO: Chip stocks surged to a record high after comments from Micron Technology Inc. further boosted investors’ confidence that the worst of a profit-draining downturn in semiconductor demand is over.

The Philadelphia semiconductor index rose 3.9 percent to 1,447 at 2:33 p.m. in New York. A close at that level would exceed the previous record high on March 12, 2018. The 30-member industry benchmark has bounced back 35 percent from its December low.
Read more at https://www.thestar.com.my/business/business-news/2019/03/22/chip-stocks-surge-to-record-as-worst-of-bleeding-appears-over/#DZcbDgjCARkqOVqd.99

Posted by Hush77 > 2019-03-22 09:33 | Report Abuse

micron : "worst of a profit-draining downturn in semiconductor demand is over"...
this is a very positive signal as usually micron is very conservative in outlook..

Posted by BigPro > 2019-03-22 17:34 | Report Abuse

KESM make good revenue from Burn In activity for big Worldwide Semiconductor company - ST Microelectronics Muar. Very good to invest....

Posted by AyamGoreng > 2019-04-03 12:34 | Report Abuse

kikikiki.... masih tengah tidur..... zzZZZZzzZZZZZzz

Posted by Hush77 > 2019-04-04 07:05 | Report Abuse

Wall Street up, US chip stocks surge on trade deal hopes
Read more at https://www.thestar.com.my/business/business-news/2019/04/04/wall-street-up-us-chip-stocks-surge-on-trade-deal-hopes/#ul3QkyX0u5Cx5K55.99

Posted by cefiro22 > 2019-04-04 10:12 | Report Abuse

...then why is KESM down 20 sen as now with over 50 lots traded. thrown to me some at 8.22

Posted by leekh5555 > 2019-04-04 14:20 | Report Abuse

http://www.klsescreener.com/v2/news/view/511719/cimb-research-keeps-reduce-call-rm7-tp-for-kesm

Posted by BigPro > 2019-04-04 15:44 | Report Abuse

The world research still mention Semiconductor industry have Brighter prospects

https://www.marketwatch.com/story/there-are-two-key-reasons-to-be-optimistic-about-chip-stocks-2019-04-02

Posted by BigPro > 2019-04-05 08:05 | Report Abuse

Semiconductor start pick up....

https://www.digitimes.com/news/a20190403PD209.html

Posted by BigPro > 2019-04-05 10:10 | Report Abuse

Look like many trust the CIMB research as price drop again. Take opportunity to buy at low....

Posted by shpg22 > 2019-04-05 11:51 | Report Abuse

That's because most investor has ikan bilis mentality. They buy high, sell low. To make money, you have to be contrarian and have patient. Follow the herd is one way ticket to holland.

MikiMouse23 Want me to believe on what? Just look at property counters. Crashed worse than any financial crisis even when they posted strong qr. High NTA now still no one wanna buy because the future is bleak. Do you even know what investing means? Its not just applying to stocks. Other sh1t as well
13/03/2019 2:45 PM

Posted by BigPro > 2019-04-05 15:59 | Report Abuse

Agree... For me, better do own study and research and not influence by others ... Then it worth to invest .

Posted by leekh5555 > 2019-04-05 16:35 | Report Abuse

Value Seeker Facebook.

个股闲聊3:价值浮现？

我怕我老人家 吹水吹多了 忘记其实我还没把KESM讲完。

所以KESM是个好投资吗？

这个问题，我们无法帮你回答。

第一，我不知道你是短线还是长线投资者。
第二，我不知道你的资金是多少。
第三，我没收你钱。你听了我的建议，赚钱了，最多跟我说谢谢。亏钱了，你肯定吊我。这种不赚钱又不讨好的事，小弟没兴趣。

我们来说说，KESM这间公司是否是一间夕阳工业，还是往着未来的方向前进。

如果你是80后的孩子。你应该经历过科技的发展。由大大的电脑，进步到手提电脑，手提电脑又慢慢地被手机取代。

这30年内，电脑的霸主被手提电脑的霸主取代，然后他们也被智能手机取代。IBM辉煌过，微软诺基亚也辉煌过，直到近十年的三星和苹果。

时代在变，2000年在雅虎面前，谷歌不过是个豆丁。结果雅虎最后却被贱价出售。曾经的诺基亚也是一样。

投资者想做长线，最好是投资在往着未来大趋势的公司。

KESM是吗？不，并不是。不过，他们的顾客是，云数据与汽车半导体。因此，KESM可否长线投资这问题，就看他们会不会失去这些顾客。（那个老板常常说不会。不过，我跟你保证，还是有几率的）。除了长期合作伙伴，其实KESM凭什么优势来认为顾客绝不会跑掉？我其实不晓得。我问过了，KESM就只是代工测试，并没有为顾客提供测试方案（testing solution)。相反地，KESM的母公司反而比较有科技一些。

无论如何，KESM前往的方向依然是正确的。我们认为是未来的大趋势。看到很多人都说股价跌了40-50%，价值已经浮现。

可是价值这个东西，每个人都有不一样的看法。我们本身就不那么认为。可是我们有自己的理由（虽然未必是对的），但是投资就是要有自己的想法。

对于一间我们认为接下来的业绩很大可能会下跌的公司。10x 以上的本益比依然属于高估。你们可以用其他科技公司的本益比来说我们错了。

不，那个不过是你的看法。我也不会认为你错，只不过你比较慷慨愿意花比较多的钱买入。

两三年前，我们在PENTA PE不到9x时买入，身边很多人都说PENTA不值这个本益比。我们持有了近两年，在他本益比18时卖了。以现在的股价来说，我们似乎是错了，不过我倒也不那么认为。不过，是对是错都不重要，赚钱还是最重要的

至于KESM，我们现在是绝对不会下手买的。这不过是我自己认为。股价起的话，我们也没办法。你们就自己决定吧… 我们对太贵的东西，没钱买。

Posted by leekh5555 > 2019-04-05 16:57 | Report Abuse

目标价：7令吉最新进展

KESM科技（KESM，9334，主板科技股）2019财年上半年营业额年跌10.7%，因汽车微晶片预烧（burn-in）及测试服务需求疲软；次季的厂房使用率跌至45%。

该公司不认为本财年下半年的需求会增加，因为顾客管控和调整库存，以及中国需求减弱导致全球经济放缓。

管理层重申本财年资本开销4000万令吉，年减800万令吉。

行家建议

在与KESM科技高层会面后，我们更悲观看待本财年下半年盈利复苏的展望。

我们削减2019至2021财年每股净利预测7%至30%之间，反映出该公司因预烧及测试服务需求低迷而厂房使用率下滑，以及电子制造服务（EMS）业务扩充导致营运开销提高的因素。

调整财测后，按2020年本益比12.8倍，即领域本益比16倍的20%折价，我们下修目标价至7令吉，维持“减持”评级。

若领域需求下半年无法复苏，我们或再下修财测。

汽车领域的需求高于预测，是该股的上修潜在因素，但我们认为领域库存调整时间或拉长，而贸易冲突可能成为下修评级因素。

Posted by leekh5555 > 2019-04-05 16:58 | Report Abuse

Very clear msg from mgmt.

Posted by apple168 > 2019-04-05 17:38 | Report Abuse

As we expected, tech bubbles

Posted by Hush77 > 2019-04-08 01:48 | Report Abuse

Nothing to worry about if u are long term investor... cimb is short term investor ie they are talking about 2nd half of year period lol ..
By then if trade war over.. they will upgrade all counter.

Posted by ivan9511 > 2019-04-08 13:41 | Report Abuse

yes very cheap\
ivan in
this is Good Bluechip just hold

Posted by dompeilee > 2019-04-08 16:16 | Report Abuse

dompeilee dompeilee Bought KESM @ 8.30
08/01/2019 09:10

SOLD KESM above 9 this morning.
22/01/2019 3:37 PM

Thankful to have sold my last shares in Jan...TQ Kesm!=)

Posted by ivan9511 > 2019-04-08 17:09 | Report Abuse

buy buy biy

Posted by beso > 2019-04-09 15:17 | Report Abuse

hengyuan no.2 who buy who die

Posted by BigPro > 2019-04-10 16:02 | Report Abuse

Now is the good time to buy cheap,,,

Posted by BigPro > 2019-04-10 17:27 | Report Abuse

Very good closing...

Posted by dompeilee > 2019-04-10 18:58 | Report Abuse

Where's that KESM diehard fan hstha hah?

Posted by ivan9511 > 2019-04-11 21:44 | Report Abuse

buy cheap now

Posted by paperplane > 2019-04-11 21:54 | Report Abuse

Notyet. Rm6 and below. Be greedy

Posted by ivan9511 > 2019-04-12 15:06 | Report Abuse

good
limit up

Posted by apple168 > 2019-04-15 19:37 | Report Abuse

Let’s see if can drop till HengYuan recent lower price... 4.60 per share...

Posted by Hush77 > 2019-04-16 16:12 | Report Abuse

The company has $189 million in cash...
that's translates to about ~RM 4.70 per share..
so if the company just use some of that cash pile to do share buy back... they share wouldnt be at this low..

Posted by cefiro22 > 2019-04-16 18:41 | Report Abuse

CIMB Research keeps Reduce call, RM7 TP for KESM on April 4-2019...Anymore down grading calls by Research Houses after this? Hope more downgrading will surface so we can buy at bargain basement prices....and just wait for the turn-around.

Posted by uptrending > 2019-04-17 21:50 | Report Abuse

Dynaquest : Prospective EPS FY 19, 23.5 cents...

what should be the right price going forward?

Posted by Hush77 > 2019-04-17 22:58 | Report Abuse

Nxt agm anyone attend shld just ask the sg ceo ....are they going to buyback shares? They have $189 mil...cash
Can use some of that cashpile to slowly buyback 10% of total share.. only wld cost them~ $33 mil...imao ..

Posted by Hush77 > 2019-04-18 18:06 | Report Abuse

today penta run up to rm 4.1 one of its highest level.. and the rest just follow suit...up..
penta is the best in the world, while the rest is 2nd or 3rd which also go up but slower