Posted by paperplane2 > 2015-07-20 09:18 | Report Abuse

over bought

Posted by bukithot > 2015-07-20 09:52 | Report Abuse

wow!!!

Posted by Alvian > 2015-07-20 10:57 | Report Abuse

Resilient Seller...

Posted by paperplane2 > 2015-07-21 11:22 | Report Abuse

asdion wb good entry now

Posted by RosmahMansur > 2015-07-21 16:36 | Report Abuse

4.10!

Posted by kai8994 > 2015-07-21 17:05 | Report Abuse

IMO invest in KESM now is similar to buying Latitude when it was <RM4. Many people think Latitude is laggard back then compared to other furniture counters. What they don't see is the 'slowly but surely' style of management.

Why Latitude's EPS grow much faster than revenue growth in 2014? KESM just did the same thing. KESM's EPS is poised to grow at least 30% next year even if revenue stay flat* :)

*PS: the business is expected to grow steadily as well

Posted by Alvian > 2015-07-21 17:19 | Report Abuse

@Kai8994, who is IMO?

Posted by kai8994 > 2015-07-21 22:40 | Report Abuse

IMO = In my opinion :)

Posted by RosmahMansur > 2015-07-22 00:24 | Report Abuse

IMO, KESM will fall tomorrow as Dow Jones fall 200pt now as IBM reported lower profit

Posted by Ooi Teik Bee > 2015-07-22 00:26 | Report Abuse

Buy and hold until Sept 2015. You should know it.
Thank you.

Posted by RosmahMansur > 2015-07-22 00:32 | Report Abuse

I will buy at cheaper price tomorrow, hopefully at about 3.70-80.

Posted by paperplane2 > 2015-07-22 09:10 | Report Abuse

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download/?name=EA_GA_Attachments&id=63733

Posted by paperplane2 > 2015-07-22 09:11 | Report Abuse

KESM sure win, got cashflow, good assets, NTA 5.80. now acquire remaining minority and sub company. Next few quarters sure flying high. RM6 by next yr no problem if nothing major happens

Posted by funitec > 2015-07-22 15:02 | Report Abuse

Good Business Model. Looks fine.yesterday tried to catch below 3.95. Bird fly.A bit late ? Paperplane 2: are you sure so high Target.? Rosmah : what makes you think it will pull back so much? share a bit info please. I think will move up: I see accumulation ON, n Bollinger still open Up.

Posted by paperplane2 > 2015-07-22 15:14 | Report Abuse

yes! RM6 by 2016!!!

Posted by paperplane2 > 2015-07-22 15:18 | Report Abuse

kesm科技己完成收购kesm test股份,将增加40%的净利,相信2015年Q4,2016年可显现成長净利,因此现是进入良机.
目前rolling 4 quarters 的eps=rm0.29 ,如果2016年eps增加40%,到时eps为(rm0.29+rm0.11)
=rm0.40sen ,取pe=15倍,股价可达rm6.00

Posted by paperplane2 > 2015-07-22 15:18 | Report Abuse

read http://klse.i3investor.com/blogs/kianweiaritcles/77161.jsp

Posted by chiowmin > 2015-07-22 16:19 | Report Abuse

bought 4.10, 15'000 shares...wait for Tp 6 :)

Posted by kai8994 > 2015-07-22 16:19 | Report Abuse

KESM Test focus on testing services for microchips used in luxury automotive. Though I couldn't find out who is the end user, but in general luxury car sales are expected to register satisfactory growth due to low oil price. The few german car brands had achieved good sales in 1H2015.

http://www.nytimes.com/2015/07/03/business/german-luxury-car-brands-dominate-and-look-to-extend-their-lead.html?_r=1

The best thing about the corporate exercise is KESM bought the remaining shares at valuation of PE6.4 only! The earning accretive deal couple with good growth prospect, how much do you think the share should worth?

Posted by paperplane2 > 2015-07-22 17:30 | Report Abuse

no. my strategy is cut loss 15%, and let profit run. unless 100% return. I sell half and keep rest as free shares

Posted by johnny cash > 2015-07-24 13:39 | Report Abuse

Posted by Ooi Teik Bee > Jul 22, 2015 12:26 AM | Report Abuse

Buy and hold until Sept 2015. You should know it.
Thank you.

why SEPTEMBER????????

Posted by RosmahMansur > 2015-07-24 13:50 | Report Abuse

Becoz the next quarterly report be announced at end of Sept. TQ

Posted by kai8994 > 2015-07-27 09:25 | Report Abuse

This company has caught the eye of serious investors. Enjoy the ride :)

Posted by Snake > 2015-07-28 08:58 | Report Abuse

PENSONI

Posted by Lim Elson > 2015-07-28 16:09 | Report Abuse

adoi sakit sakit... haha

Posted by komathi80 > 2015-07-28 16:49 | Report Abuse

no worries....it can cross above 5.00

Posted by RosmahMansur > 2015-07-30 18:45 | Report Abuse

This stock very defensive, will be the next VS

Posted by kai8994 > 2015-07-31 09:25 | Report Abuse

VS cum Latitude (due to its tight liquidity) :D

Posted by feiloh > 2015-07-31 10:37 | Report Abuse

Vs better prospect...new model...new order ....sept

Posted by kai8994 > 2015-08-03 09:59 | Report Abuse

Continue breaking new high :)

Posted by RosmahMansur > 2015-08-03 10:06 | Report Abuse

4.35 continue to rise

Posted by cm > 2015-08-03 13:52 | Report Abuse

buy at new high & sell higher?

Posted by chinesetea > 2015-08-04 06:40 | Report Abuse

We have not seen the subsidiary's result included in the last quarter. Wait and see :-)

Posted by chinesetea > 2015-08-04 07:41 | Report Abuse

Absolutely right, suddenly everyone will realise then how cheap kesm was :-)

Posted by RosmahMansur > 2015-08-04 11:52 | Report Abuse

Buy now

Posted by Snake > 2015-08-04 11:54 | Report Abuse

LITRAK

Posted by lcth8888 > 2015-08-04 17:53 | Report Abuse

very good Quarter Report coming...

Posted by wil89 > 2015-08-05 09:24 | Report Abuse

why KESM suddenly dropped till like that?

Posted by kai8994 > 2015-08-05 14:27 | Report Abuse

The swing is huge because of tight liquidity. It works both ways (up and down) :)

Posted by wil89 > 2015-08-06 09:19 | Report Abuse

thanks kai!

Posted by RosmahMansur > 2015-08-06 13:59 | Report Abuse

Good buy at current price

Posted by lcth8888 > 2015-08-06 18:06 | Report Abuse

Rosmah.. what price you in?

Posted by paperplane2 > 2015-08-06 19:54 | Report Abuse

To rm6!

Posted by RosmahMansur > 2015-08-06 22:40 | Report Abuse

i had bought at 3.70-80 previously....now waiting for retracement to accumulate

Posted by paperplane2 > 2015-08-07 14:02 | Report Abuse

below RM4 good

Posted by Pakcik Saham > 2015-08-09 18:37 | Report Abuse

Waiting to buy below RM 4

Posted by RosmahMansur > 2015-08-09 18:44 | Report Abuse

See how this week

Posted by JXRepcoBuffet > 2015-08-10 15:23 | Report Abuse

below RM4 dy.... buy?

Posted by Wikiileaks > 2015-08-10 15:45 |

Post removed.Why?

Posted by Wikiileaks > 2015-08-11 08:40 | Report Abuse

WOW! BELOW Rm4