Posted by RosmahMansur > 2015-06-09 17:19 | Report Abuse

Bearish maribuzou...not good. but i am happy that i reached rm4.01 today!

Posted by Alpha Trader > 2015-06-10 14:03 | Report Abuse

Rosmah, why you follow me everywhere i go, i am not najib, kesm resting now, until next quarter results appear, rm4.50-5 will be there

Posted by RosmahMansur > 2015-06-10 16:04 | Report Abuse

lol...im not following u Alphatrader, just a mere coincidence?

Posted by TengkuFaisal > 2015-06-10 16:05 |

Post removed.Why?

Posted by RosmahMansur > 2015-06-10 16:13 | Report Abuse

Alpha trader share the same vision as me....vision 5.00

Posted by Alpha Trader > 2015-06-10 21:46 | Report Abuse

Rosmah, ignore that poor fella, noticed same fella kept creating account and attacking me, they didnt know they are following a human not god

Posted by tkp1 > 2015-06-10 21:50 | Report Abuse

TengkuFaisal aka optimus, don't always attack ppl lah, show love, caring, like that only can make money in stock market. You always angry, scold ppl, you can't make money wan.

Posted by RosmahMansur > 2015-06-11 00:46 | Report Abuse

I know who this optimusprime is....such a nuisance

Posted by able > 2015-06-15 15:11 | Report Abuse

apa jadi?

Posted by sbg3106 > 2015-06-15 16:44 | Report Abuse

saya juga tak tau

Posted by goreng_goreng > 2015-06-15 16:47 | Report Abuse

monday market, all diving like crazy. just collect kikikikikiki

Posted by whichone > 2015-06-15 23:36 | Report Abuse

from asia drop to euro then to US............so what say you can not drop....

Posted by whichone > 2015-06-15 23:37 | Report Abuse

go back to 3.00

Posted by chiowmin > 2015-06-16 15:20 | Report Abuse

rebound & uptrend continue :)

Posted by RosmahMansur > 2015-06-19 15:08 | Report Abuse

Up up up up!!!!

Posted by feiloh > 2015-06-19 17:48 | Report Abuse

Still undervalue....

Posted by chinesetea > 2015-06-22 19:25 | Report Abuse

Kimhin, another one like kesm.

Posted by RosmahMansur > 2015-06-22 19:30 | Report Abuse

KIMHIN now ceramics...can have good growth prospects?

Posted by chinesetea > 2015-06-22 21:00 | Report Abuse

Like kesm, they are cash rich and can buy company to improve earnings. There are aiming double digit growth. Their main cost is LPG and it has dropped significantly.

http://www.sharesinv.com/articles/2015/06/22/kim-hin-industry-aims-double-digit-growth-in-group-sales/

Kesm is good but need to diversify a bit from semicon. Since we invested in kesm when no one were in, I thought I may share kimhin that is in the similar situation, only 23 comments and two reports :-)
I will stop here and don't want to pollute kesm thread. We can discuss in kimhin thread.

Posted by RosmahMansur > 2015-06-22 21:14 | Report Abuse

Thanks for details Chinese tea. I love your foresight. See u there.

Posted by RosmahMansur > 2015-06-26 14:07 | Report Abuse

Trading sideways, good time to buy

Posted by bukithot > 2015-06-30 10:15 | Report Abuse

Rosmah, what is your IV? How you calc IV?

Posted by RosmahMansur > 2015-06-30 17:00 | Report Abuse

IV for KESM Ind is rm 6.20

Posted by bfstay > 2015-07-08 01:16 | Report Abuse

collect slowly, no hurry... before the next quarter result...

Posted by yapie > 2015-07-08 12:58 | Report Abuse

wow.... 3.46 yum...yum....

Posted by bukithot > 2015-07-08 13:35 | Report Abuse

panic sell?

Posted by 8wpwtmt8 > 2015-07-08 18:26 | Report Abuse

Fell back to support level of RM3.53 already.

Posted by stevenmargaret > 2015-07-08 20:48 | Report Abuse

For long term is it a good stock?

Posted by yapie > 2015-07-08 20:53 | Report Abuse

Yes this is a good stock to add to portfolio

Posted by Ooi Teik Bee > 2015-07-08 20:54 | Report Abuse

Keep for a year, do not need to keep long term. This stock will perform.
Thank you.

Posted by stevenmargaret > 2015-07-08 21:08 | Report Abuse

How much can buy in? The share index will go down some more?
Thanks.

Posted by bfstay > 2015-07-08 21:58 | Report Abuse

i will buy slowly whenever my pocket got money. as what OTB said, a year game plan, play it nice and easy. after the acquisition, next quarter result will be better and i guess that is the predicted future beside depreciation of Ringgit...

Posted by 8wpwtmt8 > 2015-07-08 22:51 | Report Abuse

The effect of KESM test will be reflected in Q4 2015 which will be released in Sept 2015.

Posted by bfstay > 2015-07-09 13:41 | Report Abuse

that's why can collect slowly i guess...

Posted by stevenmargaret > 2015-07-09 19:57 | Report Abuse

Politics issues will effect share price?

Posted by bukithot > 2015-07-10 10:27 | Report Abuse

Sir OTB, I know KESM is trading at lower valuation (after acquisition of KESMI) compare to other bigger semi con players.
How about its earnings growth propects? Does it meet you earnings growth criteria?


Posted by Ooi Teik Bee > Jul 8, 2015 08:54 PM | Report Abuse

Keep for a year, do not need to keep long term. This stock will perform.
Thank you.

Posted by Ooi Teik Bee > 2015-07-10 20:35 | Report Abuse

KESM met all my stock selection criteria. Presently, technical chart is weak. Opportunity to buy cheap when everyone is fearful.
Hopefully, the stock price will perform in Sept 2015 after quarter result is out. I expect very good earning growth.
Thank you.

Posted by RosmahMansur > 2015-07-13 13:47 | Report Abuse

good time to buy when nobody is noticing this gem

Posted by bukithot > 2015-07-13 15:19 | Report Abuse

2013 july qtr is the best in fy2013;
2014 july qtr is the best in fy2014;
so can
2015 july qtr be the best in fy2015 and higher than results achieve in fy2014??

Posted by bfstay > 2015-07-13 19:37 | Report Abuse

I will be very surprise if it doesn't do well after the acquisition and currency factor. Still in collecting mode...

Posted by RosmahMansur > 2015-07-14 10:43 | Report Abuse

3.84 huat

Posted by bukithot > 2015-07-14 12:24 | Report Abuse

Sir OTB, I remember your selection criteria are as below:

EBIT growth > 10%
EPS growth > 10%
PER < 10
EV/EBIT < 8.

Earnings growth > 10% is based on annual result, or applicable for coming qtr as well?
KESM July 2014 qtr has PAT of 8.95mil (before MI).
10% growth = 9.85mil for July 2015 qtr. Is this what you meant?

Thanks in advance.

Posted by bukithot > 2015-07-14 12:24 | Report Abuse

Hi Rosmah, how you arrive at IV > RM 6?

Posted by Ooi Teik Bee > 2015-07-15 20:29 | Report Abuse

Please look at this result.
http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=K&securityCode=9334

Add up last 4 quarter earnings and compare it against previous year. It is what I call growth.
Thank you.

Posted by bukithot > 2015-07-16 08:36 | Report Abuse

Mr OTB, I got it. Thanks a lot!

Posted by Eddie Lim > 2015-07-16 13:36 | Report Abuse

Mr otb. I wish to b ur subcriber.

Posted by bfstay > 2015-07-16 13:43 | Report Abuse

If LCTH can go so fast, KESM shouldn't be too far away...

Posted by RosmahMansur > 2015-07-16 17:22 | Report Abuse

Whats the connection btw LCTH and KESM?

Posted by 林俊松 > 2015-07-18 11:28 | Report Abuse

http://www.bloomberg.com/news/articles/2015-07-17/nasdaq-100-futures-advance-as-google-surges-after-earnings-beat

Posted by RosmahMansur > 2015-07-20 09:12 | Report Abuse

3.95--> HUAT