Posted by paperplane2016 > 2016-09-21 10:05 | Report Abuse

yup. I buy little more today. I have KESM as my top exposure now. Even higher than GKENT

Posted by Kad Al > 2016-09-21 10:06 | Report Abuse

not to worry too much..they r in the right industry whch is on the up..at least @ sunrise fr sunright

Posted by paperplane2016 > 2016-09-21 10:07 | Report Abuse

Top 3 of mine now
1. KESM
2. GKENT
3. xxxxx ( watch out 2017)
4. RCECAP
5. RGB
6. WTK
7. CHOOBEE
8 BJCORP
9 MASTEEL
10 CSCSTEEL

I hope the above can do well continue to 2017

Posted by paperplane2016 > 2016-09-21 10:12 | Report Abuse

http://klse.i3investor.com/blogs/kcchongnz/104749.jsp

Posted by paperplane2016 > 2016-09-21 10:12 | Report Abuse

KCCHONGNZ just conservative. hehe.

Posted by paperplane2016 > 2016-09-21 10:24 | Report Abuse

hehe, hope for best

Posted by ongmari > 2016-09-21 10:48 | Report Abuse

taking out contra players..

Posted by ongmari > 2016-09-21 10:49 | Report Abuse

nta 6.66, next year. nta 7.4....retained earnings will grow to 260 mil

Posted by fattycat > 2016-09-21 10:49 | Report Abuse

My average price is rm4.9. I will wait until rm10 to achieve 100% gain after latitude and skpres.

Posted by ongmari > 2016-09-21 10:50 | Report Abuse

tahtbis worth 7.4 minimum....long term is still buy....pe 11 to 12 is fair

Posted by dompeilee > 2016-09-21 10:52 | Report Abuse

Full year PE of 11 is not overvalued but some kancheong spiders are second guessing that the great momentum of earnings increase in the past 2 yrs can't be maintained.

Posted by ongmari > 2016-09-21 10:59 | Report Abuse

cheap sales...grab

Posted by dompeilee > 2016-09-21 11:01 | Report Abuse

Sunright now...25,100 Q-ing to buy @ 30.5c v 35,900 Q-ing to sell @ 31c.Anyone wanna sell? :D

Posted by Tai KT > 2016-09-21 11:06 | Report Abuse

I tell you why the price need correction once a while. this actually give new investor to join in and make the average price of invested higher and old investor to sell out their stock. once the average price is higher, this actually build higher price supporting.

Posted by steel88 > 2016-09-21 11:11 | Report Abuse

So expensive stock why only pay little dividend?

Posted by ongmari > 2016-09-21 11:17 | Report Abuse

for those who read the income statement and BS, you will see the value....expect next few qtrs pat may inch higher.. a potential to reach eps of 85 cents in next 12 months

Posted by wleon > 2016-09-21 11:29 | Report Abuse

why today KESM dropped more than RM0.40 :(

Posted by wleon > 2016-09-21 11:29 | Report Abuse

??

Posted by ongmari > 2016-09-21 11:30 | Report Abuse

panic sell? buy more

Posted by feimah > 2016-09-21 11:33 | Report Abuse

I am waiting at 7.00

Posted by paperplane2016 > 2016-09-21 11:34 | Report Abuse

some ppl keep chasing to 8, and cant hold, or panic now. so sell. imagine you buy 10000 shares at 8, now selling lower. you panic not.

But those who bought early this yr smiling to add more. like me? hahaha

Posted by wleon > 2016-09-21 11:34 | Report Abuse

why panic ? scare that it's will drop to 7

Posted by dompeilee > 2016-09-21 11:37 | Report Abuse

Looks like my prediction of 1 million shares held by kancheong spiders (weak hands) dumping today is coming true :D

Posted by joekit > 2016-09-21 11:37 | Report Abuse

I see tguan and latitud's profit is much higher than Kesm but their price is not as high as KESM. Maybe KESM will really go down this time.

Posted by wleon > 2016-09-21 11:37 | Report Abuse

it's so good for feimah

Posted by ongmari > 2016-09-21 11:40 | Report Abuse

good n evil fight..hurray

Posted by wleon > 2016-09-21 11:41 | Report Abuse

MATERIAL LITIGATION DEMAND FOR ARBITRATION BY DATAMATIC, LTD. AGAINST KESP SDN BHD - UPDATE ON LITIGATION ACTION

Posted by wleon > 2016-09-21 11:41 | Report Abuse

Maybe because this ?

Posted by steel88 > 2016-09-21 11:42 | Report Abuse

Cheated by pp2016 can hit RM 16. Drop 45 sen is the truth.

Posted by wleon > 2016-09-21 11:44 | Report Abuse

Aiyo u are adult la. . take response for own action.

Posted by wleon > 2016-09-21 11:45 | Report Abuse

Don't simply lesson to stranger. A lot of sharks over here

Posted by paperplane2016 > 2016-09-21 11:45 | Report Abuse

litigation? CASE CLOSE! super good news

Posted by wleon > 2016-09-21 11:46 | Report Abuse

Ok I also interested to buy BUT at RM6.50 level :)

Posted by wleon > 2016-09-21 11:46 | Report Abuse

can happen ?

Posted by Mohd Fahmi Bin Jaes > 2016-09-21 11:47 | Report Abuse

down 48cen

Posted by feimah > 2016-09-21 11:47 | Report Abuse

I'm will be very happy if i can buy at 7.00.
Hope for some magic..
Just like hevea, bought at 1.07

Posted by steel88 > 2016-09-21 11:47 | Report Abuse

Heard many suicide cases recently. Could be loss in KESM hehe.

Posted by ezobear > 2016-09-21 11:48 | Report Abuse

KESM is the stock for 2017 .. 2016 is already done deal

Posted by Jay > 2016-09-21 11:48 | Report Abuse

interesting, price dropped more than I expected, this is what I would call "headlines" effect, KESM 4Q results was actually decent (if u read the brokers' reports and some analysis articles today) but news highlight yoy drop without mentioning the abnormal items last year or mentioning the full year or qoq increase. opposite the same for CIMB 2Q, results actually came in lower than expectations, but all people read was 36% yoy increase without realising that 2Q15 was an abnormally low base. just an observation, not saying whether KESM good buy or not

Posted by ongmari > 2016-09-21 11:49 | Report Abuse

7.5 is the support level...

Posted by steel88 > 2016-09-21 11:50 | Report Abuse

Last year people chase Latitude until RM 8. What happen this year? So KESM next one?

Posted by wleon > 2016-09-21 11:52 | Report Abuse

Jay. ..CIMB still can ? Just sold all my shares in CIMB last week

Posted by paperplane2016 > 2016-09-21 11:58 | Report Abuse

My discount cash flow analysis shows that the intrinsic value of KESM was RM9.19 per share, or a wide margin of safety of 39% investing KESM at RM5.59 then

Posted by paperplane2016 > 2016-09-21 11:58 | Report Abuse

from kcchongnz

Posted by paperplane2016 > 2016-09-21 11:58 | Report Abuse

KESM’s share price has risen to the close of RM8.00 a piece on 20th September 2016 now, it has gone up in price by 43%, in just 2 months. Figure 1 below shows its share price movement for the past two years. Note the sharp rise of its share price in the last three to four months. At this price, is it still good to hold or is it better to sell and realize the profit now?

Posted by ongmari > 2016-09-21 11:59 | Report Abuse

latitude is totally different industry?..why compare.......cheap buy n keep for next 3 months

Posted by paperplane2016 > 2016-09-21 11:59 | Report Abuse

KESM has just released its final quarterly 2016 result on 20th September. Compared to the corresponding quarter last year ended 31st July, revenue increased by 8% from RM68.9m to RM74.5m due to the higher demand for burn-in and test services. Excluding the “other income”, interest and dividend income, the operating income increased by 9% from RM7.94m last year to RM8.67m. Profit before tax, however, reduced by 4% to RM9.37m, mainly due to the foreign exchange gain and reversal of sundry payables total of RM1.9m during the last corresponding quarter. Net profit reduced further by 23% as there was a tax credit for the last corresponding quarter. KESM actually did better in its bottom line this quarter than the last corresponding quarter if we stripped off the abnormal foreign exchange and tax effect.



For the whole year, revenue this year was 9% higher at RM285.7m as a result of higher demand for all services. Operating income, excluding interest and dividend income, and other income, is higher by 73% to RM33.1m. Net profit was 46% higher at RM30.7m. Earnings per share, EPS, for the financial year ended 31th July 2016 is 71.3 sen.

Posted by paperplane2016 > 2016-09-21 11:59 | Report Abuse

The best thing about the result of this financial year is its good cash flows. Cash flows from operations has increased to RM88.2m, the highest in history. Free cash flows, FCF, is also the best so far as it did not require to spend too much in capital expenses after the last two years of high capital expenses. FCF amounts to RM58.6m, or RM1.36 per share, or a very high cash yield (FCF/MC) of 17%.

Posted by paperplane2016 > 2016-09-21 12:00 | Report Abuse

ROE and ROIC has improved further to 10.7% and 14.3% respectively, higher than its costs of capitals, indicating a shareholder value maximizing performance. The balance sheet has improved by leaps and bounds with net cash increased to RM81m now, or RM1.88 per share.

Posted by paperplane2016 > 2016-09-21 12:00 | Report Abuse

The attractiveness of investing in KESM is its reasonable market valuation in every aspect, firm wise or equity wise, except for its low dividend yield of just 0.9%, as shown in Table 1 above, despite its bright near term growth prospect. The enterprise value only 2.9 times its earnings before interest and tax, depreciation and amortization is low. The Cash Yield of 17% is particularly very attractive.