Posted by ongmari > 2016-08-10 17:03 | Report Abuse

i started at 4.10 level, sold all before 5, bought at 5+ level..sold all 5.7 level...in again at 6.1 sold ..in again at 6.4 to 6.7 hope can ride the wave to 8

Posted by ongmari > 2016-08-10 17:04 | Report Abuse

tomolo masuk if at 6.6

Posted by 陈炎 > 2016-08-10 18:04 | Report Abuse

Smart but tak betul

Posted by paperplane2016 > 2016-08-10 22:08 | Report Abuse

In out in out for what. Just avg up if want more

Posted by 陈炎 > 2016-08-10 22:28 | Report Abuse

This type of ppl can't make big money

Posted by AhSeng > 2016-08-10 22:53 | Report Abuse

6.70. 6.80.6.93 semua ringtangan.support at 6.60

Posted by paperplane2016 > 2016-08-11 09:08 | Report Abuse

Only ladies like in out in out

Posted by 陈炎 > 2016-08-11 18:34 | Report Abuse

If tomoro gdp show good,i think market will move to north n kesm will surge above 680

Posted by optimus9199 > 2016-08-11 18:55 | Report Abuse

RM1 EPS is not impossible for FY 2017

Posted by AhSeng > 2016-08-11 22:16 | Report Abuse

Besok coming lioa Kesm.

Posted by AhSeng > 2016-08-12 10:31 | Report Abuse

Kikikikikikiki

Posted by Collin Soo > 2016-08-12 10:43 | Report Abuse

We want bonus issue as well as share split..

Posted by AhSeng > 2016-08-12 11:41 | Report Abuse

Hippo u are right. Tak Mau split lagi bagus

Posted by fattycat > 2016-08-12 11:48 | Report Abuse

both want..wakakaka......

Posted by paperplane2016 > 2016-08-12 14:27 | Report Abuse

AT current price , it is still yielding abnormally HIGH
cash from operation rightfully at range of 10% already super good.

Cash from operation now ard 78mil.
with current share price it is yielding 26.8%
if to reach RM8, yield is still 22.9%
RM10, 18.3%
Only when it reach RM16, only make sense 11.4%

Posted by paperplane2016 > 2016-08-12 14:28 | Report Abuse

also with growing prospect , P/E should be 15, RM 10 Target price min loh

Posted by paperplane2016 > 2016-08-12 14:29 | Report Abuse

another similar crazy is RGB!

Posted by pingdan > 2016-08-12 14:54 | Report Abuse

no need so hard selling.. good share will continue move up no matter what

Posted by paperplane2016 > 2016-08-12 14:55 | Report Abuse

when KESM at 4.80, yielding around 38% cash, I thought it was one of craxiest thing I found. But I just recently discover another more crazy one potentially yielding 54% now!!! OMG

Posted by paperplane2016 > 2016-08-12 14:57 | Report Abuse

If you buy out KESM now 100%, you need less than RM300mil! don't be surprise. AND you get 100mil sitting in cash, meaning, your cost is RM200mil, and it is giving you every yr RM78mil.

Posted by paperplane2016 > 2016-08-12 14:58 | Report Abuse

39% yielding! so undervalued man........................................

Posted by pingdan > 2016-08-12 15:24 | Report Abuse

I can see the light now. RM7...

Posted by paperplane2016 > 2016-08-12 15:24 | Report Abuse

7 is damn undervalued, it should see 10 and above only make sense mah

Posted by pingdan > 2016-08-12 15:26 | Report Abuse

yaya we know why. Hahahahaha. Gogo RM16..

Posted by Collin Soo > 2016-08-12 15:30 | Report Abuse

6.90 now! Hope can break historical high at 6.95 by today

Posted by paperplane2016 > 2016-08-12 15:32 | Report Abuse

forget 7, we should look at RM10, don't be afraid to dream big and invest big if company is good. monitor things closely.
if result bad may be reconsider, but if continue yielding good, why afraid. net cash, 100mil cash. yield 30% over in cashflows

Posted by paperplane2016 > 2016-08-12 17:00 | Report Abuse

ha.

Posted by hariharisaham > 2016-08-12 17:23 | Report Abuse

KESM...bangkit lagi

Posted by 陈炎 > 2016-08-12 18:01 | Report Abuse

First time closing above 6.89

Posted by optimus9199 > 2016-08-12 18:56 | Report Abuse

up up up

Posted by 陈炎 > 2016-08-12 21:07 | Report Abuse

Ya ke? How u know? Y?

Posted by 陈炎 > 2016-08-12 21:12 | Report Abuse

In share market u don't say 100%

Posted by musangfoxking > 2016-08-12 21:14 | Report Abuse

so what must u say?

Posted by 陈炎 > 2016-08-12 21:24 | Report Abuse

机会很大

Posted by 陈炎 > 2016-08-12 22:20 | Report Abuse

The day Dow slip 600 point, my friend said ji pai ciak lat liao sure holan,but kesm surge up

Posted by paperplane2016 > 2016-08-12 22:28 | Report Abuse

Purposely suppressed. Operator Wan yeh! Avoid uma triggers.

Posted by 陈炎 > 2016-08-13 12:58 | Report Abuse

Latest news kesm 2 to1 bonus 1 to 1 split congratulations all

Posted by AhSeng > 2016-08-13 14:47 | Report Abuse

陈炎，Mana u tau ada bonus issue. dari Mana .

Posted by paperplane2016 > 2016-08-13 23:03 | Report Abuse

Simply say

Posted by 陈炎 > 2016-08-14 21:12 | Report Abuse

Monday show time will be continue, u all huat ah

Posted by AhSeng > 2016-08-14 23:55 | Report Abuse

7.00 Senang lepas saja. Next resistance on 7.30

Posted by fattycat > 2016-08-15 09:14 | Report Abuse

yeah~~~~

Posted by musangfoxking > 2016-08-15 09:16 | Report Abuse

good news?

Posted by Ckk2266 > 2016-08-15 09:17 | Report Abuse

Wow!...sold partially @ 7.20

Posted by Piggybank > 2016-08-15 09:19 | Report Abuse

In the automotive sweet spot
KESM recorded a strong 2012-15 EPS CAGR of 32%. We believe the
solid growth is sustainable, underpinned by focused growth in the
automotive business and margin expansion from improved product
mix and growth in the high-margin testing business. Hence, despite
the 34% stock price outperformance ytd, we think valuations remain
attractive and expect a continued PE re-rating. Initiate coverage with
a BUY and target price of RM11 based on 12x our calendarised 2017E
EPS, for upside potential of 58%.
Set to benefit from automotive structural growth story
KESM provides a good proxy to the stable and growing automotive
semiconductor segment, in our view. With strong growing demand for
electronics for vehicles, from safety to infotainment and autonomous
vehicles, we believe KESM is in the right segment to benefit from an
automotive structural growth story.
2015-17E EPS CAGR of 35%
We forecast KESM to achieve a 3-year EPS CAGR of 35% on the
expansion of its testing business in the automotive segment. Its recent
investments, in our view, should gradually bear fruit in the coming years
and drive revenue growth. We look for EBITDA margins to rise from 31.9%
in 2015.
Further re-rating expected
We see several re-rating catalysts for the stock, including a strong earnings
upcycle and PE expansion, as awareness on the stock remains low and
institutional holdings are limited.
Initiate coverage with BUY and RM11 target price
We initiate coverage on KESM with a BUY rating, on: 1) solid growth
prospects in the automotive space, a strong working relationship with
customers and expansion into the testing business, which we expect to
drive a 3-year-forward EPS CAGR of 35%; 2) a hands-on and forwardlooking
management team; and 3) although valuation comparables are
limited as competitors are mainly integrated device manufacturers (IDM),
closest peer Trio-Tech (TRT US) trades at a 14x 2016E EPS. KESM also
trades on average at a 56% discount to automotive-related IDMs’ 2016E
PE of 20.7x. Thus, at a 2017E PER of 8x, valuation looks attractive. Our
target price of RM11 (12x calendarised 2017E EPS) offers 58% upside

Posted by feimah > 2016-08-15 09:20 | Report Abuse

WoW 7.30
What is the news sending it to the moon?

Posted by fattycat > 2016-08-15 09:23 | Report Abuse

Rm 11? which investment bank?

Posted by paperplane2016 > 2016-08-15 09:25 | Report Abuse

breakout 7, yes! sui sui lah

Posted by Lincorn Matthieu Seven > 2016-08-15 09:25 | Report Abuse

MATCHES!

this morning just for fun queue to sell at 7.45 (just 100% gain from my purchase 3.7)

seem like all ppl believe will have good news soon. Then I only can send my best wishes for all kesm fan.. Actually my heart still with KESM

Posted by paperplane2016 > 2016-08-15 09:28 | Report Abuse

time to add more. Avg UP and up