Posted by Ooi Teik Bee > 2015-08-11 08:50 | Report Abuse

I recommend to buy KESM at 3.83 today, TA and FA are given out to justify my recommendation. My strategy is to buy and hold until next quarter result out in Sept 2015.
My target price is 7.18. Margin of safety is around 87%. This is the best bet stock I want to recommend.
Let the time tells the result.
Thank you.

Posted by RosmahMansur > 2015-08-11 17:47 | Report Abuse

KESM.... the cheapest technology stock in Bursa

Posted by K.H > 2015-08-11 18:00 | Report Abuse

Patient. Semiconductor Market is forecasted to be US$347 billion in 2015, up 3.4% from 2014, expected to grow further moderately in both 2016 and 2017.
https://www.wsts.org/PRESS/Recent-News-Release

Posted by sohaisohai > 2015-08-11 18:17 | Report Abuse

KESM GOOD! OK, SELL BTM SWITCH KESM ALL IDIOTS! INCLUDE SALTED FISH

Posted by Ooi Teik Bee > 2015-08-11 18:56 | Report Abuse

Strong USD and weak RM will definitely help all technology stocks to make more profit in incoming quarter, I expect good quarter result in next few months. Hence I recommend a buy on KESM.
Thank you.

Posted by RosmahMansur > 2015-08-11 19:17 | Report Abuse

Your TP RM 7.18, do u think its realistic given the current massive sell out in bursa?

Posted by TengkuFaisal > 2015-08-11 19:18 | Report Abuse

possible only when kesm announce 2 lot reverse split into 1 lot.
laugh die me la.

Posted by sky_sky > 2015-08-11 21:14 | Report Abuse

Pn Rosmah, what i your TP for KESM? Can enter now or will further drop?

Posted by joekit > 2015-08-12 13:54 | Report Abuse

KESM got some loan in USD. Is that why it keeps falling?

Posted by saltedflsh > 2015-08-12 14:08 | Report Abuse

3.66 is damn low

Posted by calvintaneng > 2015-08-12 14:11 | Report Abuse

salted fish, really salted fish

Last time I bought kesm at only rm1.70.

Long haired Samuel paid himself well but only gave a misrable 3% dividend then. So kesm above rm3.00 is still very high for Calvin and his Johor Sifu.

Posted by saltedflsh > 2015-08-12 14:12 | Report Abuse

KESM should be ok after acquiring new subsi they have. BUY for me!

Posted by kai8994 > 2015-08-12 14:15 | Report Abuse

Like others current price fluctuation is due to bearish broader market. Nothing is wrong v the company. Stay calm and dont be panic sellers ;)

Posted by kai8994 > 2015-08-12 14:53 | Report Abuse

According to AR2014 pg 57, total remuneration for both ED were less than RM650,000 each. High???

Posted by RosmahMansur > 2015-08-12 22:43 | Report Abuse

Sky : my TP for KESM RM 5.78

Posted by TengkuFaisal > 2015-08-12 22:44 |

Post removed.Why?

Posted by Unbeatable Nick > 2015-08-12 22:52 | Report Abuse

if just a small correction, 3.60 seem like a support, if its a big correction, next support would be around 3.30

Posted by TengkuFaisal > 2015-08-12 22:55 | Report Abuse

first support 3.00 next support 2.50

Posted by Ooi Teik Bee > 2015-08-12 23:03 |

Post removed.Why?

Posted by TengkuFaisal > 2015-08-12 23:09 |

Post removed.Why?

Posted by RosmahMansur > 2015-08-12 23:09 | Report Abuse

Indeed, he is bull shit and simply say things and criticize ppl when the stock goes down. But he himself dare not recommend good stocks when sentiment is good.

Posted by Ooi Teik Bee > 2015-08-12 23:10 |

Post removed.Why?

Posted by TengkuFaisal > 2015-08-12 23:10 | Report Abuse

what stock is good? when i predicted a big bear mkt is coming 10 months ago.??

all for short term trading only. unlike the fake sifu say buy and keep for 6 months, how now frontkn? collapse. still ask ppls to hold ka?

Posted by Ooi Teik Bee > 2015-08-12 23:13 | Report Abuse

I do not care so much on FBMKLCI. FBMKLCI was below 200 days SMA since 15/9/2014. Even it is a bear market, my performance in 2015 stock pick is still doing very well. 90% gain July 2015.

Posted by Ooi Teik Bee > 2015-08-12 23:15 | Report Abuse

Please go and learn up your skill, you can beat me, then you can talk loudly.
Lost money in stock market for years, please stop open your mouth to save your disgrace here.

Posted by Ooi Teik Bee > 2015-08-12 23:18 |

Post removed.Why?

Posted by wisdom > 2015-08-12 23:24 | Report Abuse

OTB, Don't has to lower yourself responding to this guy.

Posted by TengkuFaisal > 2015-08-12 23:25 |

Post removed.Why?

Posted by ccs999 > 2015-08-12 23:46 | Report Abuse

Hi Mr Ooi, besides 0128, what is your view on your others recommendation like 0100, SCH, Harbour and LeeSK? Thank you. Regards.

Posted by TengkuFaisal > 2015-08-12 23:55 |

Post removed.Why?

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

OTB, BELIEVE YOU HAVE AN IDEA WHAT TO HAVE IN YOUR 2016 PORTFOLIO .
I BELIEVE KESM IS ONE OF IT

Posted by Ooi Teik Bee > 2015-08-13 13:39 | Report Abuse

Yes. All export stocks are also included.
Thank you.

Posted by lcth8888 > 2015-08-13 15:22 | Report Abuse

Hi Mr. OTB, how do you think about DENKO? This is also another export stock that will be beneficial from stronger USD and its EPS per quarter is becoming better and better..

Posted by sky_sky > 2015-08-13 22:42 | Report Abuse

Pn Rosmah, thanks on advice on your TP for KESM!

Posted by RosmahMansur > 2015-08-13 23:41 | Report Abuse

If tomorrow gap up, confirm reversal is present

Posted by leelc99 > 2015-08-13 23:50 | Report Abuse

@RosmahMansur If tomorrow gap up, confirm reversal is present

Everyone is hoping for a rebound after a bad downtrend. Let's hope we see a greenfield tmr.

Posted by funitec > 2015-08-13 23:57 | Report Abuse

I agree wait n see.candle is out above cloud already, if gap up..trend will have proof. OTB ,your pick looks good.

Posted by K.H > 2015-08-14 00:13 | Report Abuse

For the semiconductor sector
http://www.thestar.com.my/Business/Business-News/2015/08/13/Winners-and-losers/?style=biz

Posted by papaya > 2015-08-14 09:17 | Report Abuse

Is there any possibility that kesm going to exercise share split since share issued very small?

Posted by Kitty Kitty > 2015-08-14 10:44 | Report Abuse

this stock is in good price to add position

Posted by RosmahMansur > 2015-08-14 23:43 | Report Abuse

Maybe

Posted by TheRock > 2015-08-15 22:53 | Report Abuse

According to its previous qtr report, KESM earned 0.8mil due to strong USD. this will also benefited to its current inventory. Good to buy now, Sept qtr result should grater than Tianjin explosion.

Posted by Ooi Teik Bee > 2015-08-16 12:44 | Report Abuse

Posted by Kana Miko > Aug 16, 2015 12:40 PM | Report Abuse

Dear OTB, and fellow investor
Bulk of the sales are transacted in US dollar
but gain are partly offset by the raw materials which are transacted in US$
Correct me if i'm wrong.

Ans : Profit = Sale - (Raw material + Manpower + sale expense)
Sale = USD
Material = some in USD, some in RM
Manpower + sale expense = RM

Profit should be more if the sale is quoted in USD.

Thank you.

Posted by paperplane3 > 2015-08-17 15:59 | Report Abuse

OTB must be buying like crazy

Posted by RosmahMansur > 2015-08-18 20:43 | Report Abuse

cheapest tech stocks in Bursa = KESM

Posted by TheRock > 2015-08-19 16:42 | Report Abuse

cayalah! faster go back to RM4++

Posted by lcth8888 > 2015-08-19 17:56 | Report Abuse

KESM should up very soon.. MPI already up while KESM and MPI has similar experience in automotive electronics

Posted by RosmahMansur > 2015-08-20 11:10 | Report Abuse

Slowly crawling up

Posted by Ooi Teik Bee > 2015-08-20 12:20 | Report Abuse

Export stocks will perform well, do not care about FBMKLCI.
Please read the below link to see the trend yourself.
http://klse.i3investor.com/blogs/OoiTeikBee/81545.jsp
Thank you.

Posted by Sebastian Sted Power > 2015-08-26 15:14 | Report Abuse

tidur kah?