Posted by Tai KT > 2016-09-19 18:59 | Report Abuse

see innari and gtronic their pe , eps. 1 qr of kesm already more the their whole yr. what make Kesm less worth then them? smart phone is saturated market. smart car industry is new and explosives growing market. I fully agree with paperplane sifu.

Posted by dompeilee > 2016-09-20 14:39 | Report Abuse

Usually when thread becomes a pasar, the stock is poised to DROP...but we'll see whether KESM is an exception :D

Posted by paperplane2016 > 2016-09-20 14:42 | Report Abuse

it is exceptional. where got pasar, here so quiet, only few smart mind here

Posted by Jay > 2016-09-20 16:14 | Report Abuse

heard a friend saying kesm directors had a meeting today, my guess is QR should be out today

Posted by ongmari > 2016-09-20 16:16 | Report Abuse

this kawan tada news uh?

Posted by ongmari > 2016-09-20 16:54 | Report Abuse

dare to buy 8?
maybe tomolo sudden surge?

Posted by fattycat > 2016-09-20 17:05 | Report Abuse

i just very curious of this year dividen...dont tell me 3sen again..i will faint directly..

Posted by ongmari > 2016-09-20 17:07 | Report Abuse

last dividend 6 cents, price adjusted upwards from RM 5+ to RM 8....so..

Posted by fattycat > 2016-09-20 17:08 | Report Abuse

Coming...

Posted by fattycat > 2016-09-20 17:08 | Report Abuse

18.7 eps @@
Pengsan...3sen

Posted by optimus9199 > 2016-09-20 17:12 | Report Abuse

i smell disater tomorrow, net profit down 23%

Posted by Superstock > 2016-09-20 17:15 | Report Abuse

Profit down 23%! Limit down tomorrow? Overvalued stock!

Posted by cresbinvest > 2016-09-20 17:16 | Report Abuse

Result no good. The additional profits from acquiring 40% subsidiary has factored in over 4 consecutive quarters.

Posted by nocindycat > 2016-09-20 17:17 | Report Abuse

overvalued.. fair value RM7

Posted by Mgician > 2016-09-20 17:17 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5209025

Posted by feimah > 2016-09-20 17:19 | Report Abuse

QR not that bad.. it looks above average.
I am satisfied with the earning..
I think tmr price will continue to be higher..

Posted by Tai KT > 2016-09-20 17:23 | Report Abuse

over value??? fair value 7?? haha
you will not able to buy it below 8 tomorrow.

Posted by optimus9199 > 2016-09-20 17:24 | Report Abuse

it needs some price correction

Posted by Tai KT > 2016-09-20 17:29 | Report Abuse

let see tomorrow. I doubt it will drop a lot. I guess it will open low to close high.

Posted by gr980com > 2016-09-20 17:36 | Report Abuse

thanks for sharing

Posted by nocindycat > 2016-09-20 17:40 | Report Abuse

Tai KT, prepare to get burn tomorrow, share price shot up 100%, but earnings dropped 20%, historical P/E traded at 7x, 11x currently with single digit growth just don't make sense, run..

Posted by newb1995 > 2016-09-20 17:40 | Report Abuse

Died tomorrow, another SAM in the making.

Posted by fattycat > 2016-09-20 17:42 | Report Abuse

wow...so much cash on hand...

Posted by nocindycat > 2016-09-20 17:42 | Report Abuse

ya, SAM did the same feat.. goodbye tai kt, took all yummy shares from...wahhaa

Posted by feimah > 2016-09-20 18:01 | Report Abuse

Apa lu orang baca@@
Current QR improve vs. last qtr.

Posted by Mgician > 2016-09-20 18:03 | Report Abuse

they compared this QR with last year QR ba

Posted by dompeilee > 2016-09-20 18:13 | Report Abuse

That's why I chose the less risky alternative...kikiki :D

Posted by dompeilee > 2016-09-20 18:21 | Report Abuse

KESM can drop to 7.00 & I can still shake leg coz my margin of safety is very high :D

Posted by Jay > 2016-09-20 18:23 | Report Abuse

there are so many people here who read news or announcements and didn't even bother to spend a bit more time analyzing. i missed the boat on kesm but let me just state my observations.

4Q net profit RM8.15m, not the greatest but it's the second highest quarter in recent years. the highest? 4Q last year which is why u see it seems to drop by 20%. a simple glance on P/L would also tell you that the main difference is tax in which it's 1.3m tax expense this quarter but 0.7m tax income last year. I'm sure you understand that tax income is not normal, so it's not a fair comparison. On PBT basis, the drop would be 3.9% yoy rather than 20%

It's still growing qoq and the FY16 net profit was actually slightly above the research houses' estimates so I won't say it's bad. that say, it's not spectacular so trailing PE now would be 11 times. not high for those who are convinced of its growth story but could be a bit high for those sceptical, especially since it's still a small cap.

if you compare with SAM, SAM's revenue, PBT indeed dropped qoq and yoy which is why the sell off.

personally, I don't think KESM will fly tomorrow but neither will it drop much as it's pretty much a result in line with expectations. and since recently it has gain some funds' attention, they could mop it up if there is a sell off. a fair price will depend on your expectations of their business and future profits

Posted by feimah > 2016-09-20 18:23 | Report Abuse

I will buy like no tmr if is selling at 7.00

Posted by dompeilee > 2016-09-20 18:26 | Report Abuse

Still, I believe there will be 1 - 3 million shares from potential sellers...the kancheong spiders...tomorrow coz these high prices have perhaps priced in very unrealistic expectations of 11+ million of after tax profit for this quarter.

Posted by optimus9199 > 2016-09-20 18:27 | Report Abuse

My cost price just RM 3.80 bought some where in April or May 2016. Will try to sell all since my profit is 100% more.

Posted by henry9889 > 2016-09-20 18:29 | Report Abuse

this yr qr still better last yr

Posted by dompeilee > 2016-09-20 18:30 | Report Abuse

See? The kancheong spiders will dump tomorrow ..once they are gone, then the market for KESM will become orderly again...

Posted by buddyinvest > 2016-09-20 18:31 | Report Abuse

Judgement day tomorrow. Punished or rewarded? Let the mr market to decide

Posted by PitBulL > 2016-09-20 18:33 | Report Abuse

Obviously overvalued stock...

Posted by paperplane2016 > 2016-09-20 19:56 | Report Abuse

According to IC Insights, Inc. the average semiconductor content per car will grow from US$490 in 2016 to US$520 in 2017. This growth is driven mainly by communication & entertainment, green initiatives, safety, telematics, lighting and invehicle networking. KESM is superbly positioned in our target market and we are confidently looking at 2017 with greater optimism

Posted by paperplane2016 > 2016-09-20 19:57 | Report Abuse

Wow. Rarely you see management write positive. Outlook next yr real good looking at this info they guided us.

Posted by paperplane2016 > 2016-09-20 19:58 | Report Abuse

Higher div! The mgt pay higher in lieu of better result. Overall i am happy.

Posted by paperplane2016 > 2016-09-20 20:10 | Report Abuse

They use superbly!

Posted by paperplane2016 > 2016-09-20 20:16 | Report Abuse

92mil full yr cash flow operation

Posted by muscular > 2016-09-20 20:29 | Report Abuse

Share px run ahead of expectstion.. Fuly valued.. Dimpilee bodoh kena la kali ini... Big gap diwn tomorow.. Hahahahah

Posted by paperplane2016 > 2016-09-20 20:29 | Report Abuse

92mi cfo

Posted by paperplane2016 > 2016-09-20 20:31 | Report Abuse

43.015mil share outstanding

Posted by dompeilee > 2016-09-20 20:33 | Report Abuse

U then bodoh!(As Usual! HahaHAh) I own more Sunright than KESM...and my KESM is bought @ 1.70? U have any or not? Cuci longkang la, muscular! kikiKI....!

Posted by dompeilee > 2016-09-20 20:34 | Report Abuse

Sold your HEIM cheap @ 17.30 now come here 2 kacau...real loser this muscular...HAh!

Posted by Mgician > 2016-09-20 20:40 | Report Abuse

mind to tell why they said PE 11x don't make sense ? but why other technology stock PE can go more than 15-20 ? thanks.

Posted by paperplane2016 > 2016-09-20 20:43 | Report Abuse

Generating rm2 per cash.
and yielding 26%

Posted by muscular > 2016-09-20 20:45 | Report Abuse

Luckily i sold kesm 7.83.. Oredi realise real gain.. Hahahah... Tis bodoh dompilee stil goyang telur into indian ocean.. Hope u hold ur telur tight tight, elsde u bcome pusy cat.. Hahahah

Posted by muscular > 2016-09-20 20:47 | Report Abuse

Sunright oso useless countet.. Forever 30sen.. Not movimg, uselss one