Posted by gr980com > 2016-09-22 13:46 | Report Abuse

thanks for sharing

Posted by Tai KT > 2016-09-22 13:49 | Report Abuse

I know, after I study the report why paperplane you call it worth for 16. I fully agreed. those other not agree is their choice.

Posted by paperplane2016 > 2016-09-22 13:51 | Report Abuse

what you know Tai, hehe. ppl said crash mah.

Posted by Tai KT > 2016-09-22 13:53 | Report Abuse

hehe, I know.

Posted by paperplane2016 > 2016-09-22 13:53 | Report Abuse

keep it to yourself, keep low profile.

Posted by Tai KT > 2016-09-22 13:54 | Report Abuse

I am not joking ah,.

Posted by Tai KT > 2016-09-22 13:57 | Report Abuse

now, it just need more people to by and sell. more change hand to raise the support line.

Posted by Tai KT > 2016-09-22 14:55 | Report Abuse

look at the news paper, 21sept, said profit drop 22%q to q, people all shouting to run away. today, new said strong grow, target rm11. r y able to get use of them. hehe

Posted by k55s > 2016-09-22 14:57 | Report Abuse

Gov no money. Why no tax increase?

Posted by paperplane2016 > 2016-09-22 15:01 | Report Abuse

Sequentially, 4Q16 core profits slipped by 2% due to softer EBITDA margin (-1.3ppts qoq). We would not be overly worried and believe this could be due to product mix, possibly an increase in its box build business which typically carries lower margins. On the other hand, revenue momentum remains strong, rising 5% qoq to RM75m, its strongest ever.

Posted by paperplane2016 > 2016-09-22 15:01 | Report Abuse

No major changes to our FY17-18E EPS forecasts and we introduce FY19E EPS of 129 sen (+26% yoy). We continue to believe that KESM is in the position to benefit from the strong growth in the automotive semiconductor segment, underpinned by rising electronic contents, from safety to infotainment and autonomous vehicles. Maintain BUY and target price of RM11 (12x calendarised 2017E EPS) which offers 38% upside potential

Posted by paperplane2016 > 2016-09-22 15:02 | Report Abuse

EPS RM1.29, x10=RM12.90
x15=??

Posted by leekh5555 > 2016-09-22 15:16 | Report Abuse

just buy and wait...if someone scare head,scare tail then better go elsewhere.

Posted by dompeilee > 2016-09-22 15:31 | Report Abuse

Climbing up nicely after flushing the weak holders yesterday...

Posted by Kad Al > 2016-09-22 15:37 | Report Abuse

the tougher surviving

Posted by dompeilee > 2016-09-22 17:10 | Report Abuse

No one threw any Sunright shares to the buyers Q-ing @ 30.5c today. 266,000 shares done @ 31 & 31.5c :D I expect something nice to be announced on 26th Sep.

Posted by paperplane2016 > 2016-09-22 17:45 | Report Abuse

aiyo. No crash ah? I am expect RM1 leh

Posted by Tai KT > 2016-09-22 17:50 | Report Abuse

your tp1 too low already. you should said at least Europe dollar lah.

Posted by paperplane2016 > 2016-09-22 17:51 | Report Abuse

FY16 net profit surges 69% yoy, within expectations
KESM’s FY16 core profit of RM31m (+69% yoy) was within expectations.
The stronger earnings yoy was underpinned by growth in the automotive
testing business where KESM provides testing for micro controller units and
sensors amongst others, largely for automotive IDMs. KESM made a
conscious effort to expand its test business 3 years ago with major
investments made in this space. These are currently bearing fruit. As a
result, revenue grew 9% yoy to RM286m. Alongside revenue growth, FY16
EBITDA margin also expanded by 0.3ppts yoy to 32.2%, as contribution from
the higher-margin testing business increased. On the whole, FY16 earnings
growth would have been stronger if not for a higher effective tax rate of
15.3% vs FY15’s 12.9%. Separately, the company also announced a final
DPS of 3 sen, bringing FY16 DPS to 7.5 sen (FY15: 6 sen). This was
however below our forecast of 10.4sen. We suspect that the company is
reserving cash for future capex while notably KESM also repaid borrowings
of RM35m during the financial year.

Posted by paperplane2016 > 2016-09-22 17:51 | Report Abuse

No major changes to our FY17-18E EPS forecasts and we introduce FY19E
EPS of 129 sen (+26% yoy).

Posted by paperplane2016 > 2016-09-22 17:52 |

Post removed.Why?

Posted by paperplane2016 > 2016-09-22 17:55 | Report Abuse

2019=RM1.29 EPS
P/E10=12.90 65.59% 21.86%
P/E13=16.77 115.27% 38.42%
P/E15=19.35 148.4% 49.46%

Posted by optimus9199 > 2016-09-22 18:25 | Report Abuse

sold at 7.80 also called sor chai?

Posted by muscular > 2016-09-22 18:28 | Report Abuse

U talk way pe wat eps oso no use.. U just projection only... Can deliver baru cakap.. Nanti miss two more quarters, terus downgrade to sell

Posted by paperplane2016 > 2016-09-22 18:32 | Report Abuse

aiyo, muscular, come earlier mah
I wanna buy RM1....why you don't appear earlier ask ppl sell

Posted by paperplane2016 > 2016-09-22 18:33 | Report Abuse

if it can goes RM16, damn SOR CHAI loh

Posted by paperplane2016 > 2016-09-22 18:38 | Report Abuse

wahaha. SELL ME LAH< RM1

Posted by Tai KT > 2016-09-22 18:57 | Report Abuse

paper, other people had their own strategy and princip of investment. everyone here just because we want to exchange of investment opinion. knowledge is gain from sharing and learning. just congrats them had take profits, they are winning as well.

Posted by muscular > 2016-09-22 20:51 |

Post removed.Why?

Posted by greatful > 2016-09-22 21:25 | Report Abuse

TP 11? very funny

Posted by resilient911 > 2016-09-22 21:49 | Report Abuse

be wise… pls do not curse each other… you can always bear own opinion… no harm… but cursing is harming…

Posted by muscular > 2016-09-22 21:50 |

Post removed.Why?

Posted by muscular > 2016-09-22 21:51 |

Post removed.Why?

Posted by musangfoxking > 2016-09-22 22:19 | Report Abuse

Extract from KCChongnz
"..... he 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....''
--------------------------------------------------------------------------------
alot of upside!!!!!!!

Posted by Kad Al > 2016-09-23 09:27 | Report Abuse

driverless vehicles are a plus+ fr companies such as KESM..driverless vehicles are the future trend

Posted by dompeilee > 2016-09-23 09:35 | Report Abuse

Almost back to the pre-results level. Gooooo Sunright! :D

Posted by Tai KT > 2016-09-23 09:37 | Report Abuse

on 21sept, it is weaker q to q and drop 22%.
on 22 Sept, it is strong grow and bright future.
Today, day no 3 . you should calm to make decision.

Posted by musangfoxking > 2016-09-23 09:56 | Report Abuse

optimus9199 sold at 7.80 also called sor chai?
22/09/2016 18:25
-------------------
hahaha, which sohgai sold at 7.70?----------------------------

Posted by paperplane2016 > 2016-09-23 09:57 | Report Abuse

aiyo. Where? RM1, crash? why no crash one? hell notes cant use

Posted by Koon Bee > 2016-09-23 09:58 | Report Abuse

LOL...paper yong still struggling here?

Posted by paperplane2016 > 2016-09-23 10:05 | Report Abuse

if it goes RM16, I will buy new ferrari

Posted by musangfoxking > 2016-09-23 10:34 | Report Abuse

@Hippo Buy Signal
then, muscle will cry louder n louder!!!!! kikikikiki

Posted by fattycat > 2016-09-23 10:38 | Report Abuse

if it goes rm16 i wan go rome c colosseum ...hehe...go milan shopping n eat cake

Posted by paperplane2016 > 2016-09-23 11:49 | Report Abuse

hippo, shhhhhhhhhhhhh

Posted by Kad Al > 2016-09-23 21:58 | Report Abuse

relax everyone.. still early to celeb

Posted by Tai KT > 2016-09-23 22:24 | Report Abuse

I pefer it take longer price correction, this way it can pull out less confident and speculator.

Posted by Tai KT > 2016-09-23 22:29 | Report Abuse

The can move higher with stable and faster.

Posted by paperplane2016 > 2016-09-24 00:29 | Report Abuse

Too bad. Price rebound.......haiz

Posted by ongmari > 2016-09-24 07:15 | Report Abuse

i sold too.contra....nothing go up straight...pause..consolidate 1 week then next level may be at 8.3

Posted by ongmari > 2016-09-24 07:26 | Report Abuse

if your capital is less, don be greedy in too many counters...n believe u split the risks....i was like that for past years n never made money...change strategy now..pick good potential counters , max 3 stay with it. track them...buy when correction, sell when gain is above 5 to 10 % depend on you...buy to average on bad times....the market condition will impact every counter....i think Nov month is a volatile with US election..hold more cash....n wait for dip in Nov n sell in dec window dress