Posted by Sebastian Sted Power > 2016-10-13 15:24 | Report Abuse

previously when 20cents that time, everyday also no volume! Now better a bit. At least got volume

Posted by Bizfuneng > 2016-10-13 15:32 | Report Abuse

Wow.....high possibility can it my target price soon...just fantastic.

Posted by ooihk899 > 2016-10-13 15:33 | Report Abuse

Need to break 8.9.

Posted by fattycat > 2016-10-13 15:35 | Report Abuse

what happen?
bonus issue coming?
Kesm syok sendiri?

Posted by paperplane2016 > 2016-10-13 15:36 | Report Abuse

Yes! RM10, then next yr RM16, see it happen!

Posted by dompeilee > 2016-10-13 16:15 | Report Abuse

KESM is well into all-time high territory(previous high was 6.38 in 2000). Parent Sunright is well below all-time high levels(previous high was $2.91 in 1997)

Posted by Kad Al > 2016-10-13 16:39 | Report Abuse

dompeilee.... year 1997 level? no way la. can get to .50sen also good nw.

Posted by dompeilee > 2016-10-13 16:45 | Report Abuse

Of course...I'm just stating the historical data.

Posted by dompeilee > 2016-10-13 16:49 | Report Abuse

More realistic targets are 54c(2007), $1.55(1999) and 75c(2003)

Posted by Kad Al > 2016-10-13 17:06 | Report Abuse

dompeilee... yes , thanks. Sunright will soon show true value

Posted by Tai KT > 2016-10-13 17:25 | Report Abuse

today is double huat, 88

Posted by paperplane2016 > 2016-10-13 17:34 | Report Abuse

RM9, so easy. think one day done.

Posted by fattycat > 2016-10-13 17:56 | Report Abuse

nice ♡ rm9 rm10 then bonus 2:1
hiak hiak hiak..........

Posted by musangfoxking > 2016-10-13 20:29 | Report Abuse

RM9? by end of mth shud pass it!

Posted by Bizfuneng > 2016-10-13 20:45 | Report Abuse

Whoa....so good n geng can predict when can hit RM9. Good luck den. I aso hope so too.

Posted by Tai KT > 2016-10-13 21:02 | Report Abuse

A contra player. If I buy at 5 and sell at 6. Then buy at 7 and sell at 8. Then buy at 9 and sell at 10. How much I earn?
A investor player. Buy at 5, wait till 10. How much I earn?

Posted by ooihk899 > 2016-10-13 21:05 | Report Abuse

Every month up RM 1 will be good enough for me, Huat ar!

Posted by dompeilee > 2016-10-14 08:58 | Report Abuse

Don't be surprised if KESM has heavy profit-taking soon.

Posted by Tai KT > 2016-10-14 09:06 | Report Abuse

Wow tribble huat

Posted by Bizfuneng > 2016-10-14 09:37 | Report Abuse

Wow....fantastic my TP approaching.

Posted by musangfoxking > 2016-10-14 09:41 | Report Abuse

resistance 9.00!?

Posted by Tai KT > 2016-10-14 09:58 | Report Abuse

volume so little, either sell down or buy up.

Posted by paperplane2016 > 2016-10-14 10:12 | Report Abuse

9 is so near yet so far

Posted by Tai KT > 2016-10-14 10:54 | Report Abuse

even 10 also consider sabsabsui.

Posted by ooihk899 > 2016-10-14 10:58 | Report Abuse

Hopefully afternoon session can break 9.

Posted by Bizfuneng > 2016-10-14 11:00 | Report Abuse

Ya lor......9 is still far away though is close.

Posted by Kad Al > 2016-10-14 11:12 | Report Abuse

kesm/sunright is riding on demand in chips-testing and equipmnt

Posted by paperplane2016 > 2016-10-14 12:29 | Report Abuse

We hosted KESM at our office yesterday which was well attended. Apart from running through the FY16 financial performance, management provided some guidance on its capex plan, which we believe suggests a stronger performance ahead. Although capex declined to RM30m in FY16 (-62% yoy) due to delays by its customers in rolling out new products, capex should normalise to the RM70-80m/per annum range over the next few years.

Posted by paperplane2016 > 2016-10-14 12:30 | Report Abuse

To recap, KESM’s FY16 revenue grew at a faster 9% YoY compared to the preceding 3 years’ growth of 3-5%. We understand that bulk of the capex over FY14-15 was a contributing factor while the impact from the capex in FY16 should begin to filter through in the coming months. We thus believe that KESM’s earnings momentum should be positive and strong considering the relatively robust automotive business (70-80% of revenue) that underpins its business. KESM is set to release its 1Q17 results by late November

Posted by paperplane2016 > 2016-10-14 12:31 | Report Abuse

While we have built into our model a flattish EBITDA margin of 33% over FY17-19E, we think that there could potentially be upside to this as we understand that future capex is geared more towards test rather than burn-in, where the former carries better margins. Any pressure on margins is likely to be related to costs involved in obtaining the necessary qualifications and accreditations required in the automotive business although we think that this will generally pay for itself, through higher volumes, in the subsequent years.

Posted by paperplane2016 > 2016-10-14 12:31 | Report Abuse

We like KESM as we believe it is poised to benefit from the structural growth in the automotive semiconductor space underpinned by rising electronic contents. Risks: enhanced competition and loss of customers.

Posted by Kad Al > 2016-10-14 15:11 | Report Abuse

paperplane2016....thanks fr sharing views on KESM

Posted by paperplane2016 > 2016-10-14 15:15 | Report Abuse

hehe

Posted by Bizfuneng > 2016-10-14 15:32 | Report Abuse

Thks so much for sharing info.....seems hv to cahnge my TP again.

Posted by shareinvestor88 > 2016-10-14 15:36 | Report Abuse

IQ Group another good potential ? Similar to KESM ie in niche product ?

Posted by paperplane2016 > 2016-10-14 15:37 | Report Abuse

tht why I said, RM16 TP, very reasonable.

Posted by atas > 2016-10-14 15:40 | Report Abuse

Sunright owns 48% of KESM or 20.825m shares. The value of the stake with KESM at present price of around RM$9 is around RM$180m or S$60m (Sing Dollars)

There are 122.8m shares in Sunright. So the stake in KESM alone is already worth S$0.49

Posted by paperplane2016 > 2016-10-14 15:54 | Report Abuse

well, Singaporean are kiasu, kiasi.

Posted by musangfoxking > 2016-10-15 06:49 | Report Abuse

my TP 10.00!!!! believe the great bomoh!

Posted by ongmari > 2016-10-15 08:39 | Report Abuse

those that comments bad now diam...me.too bad sold 8.3 n 8.6 level...should hold just 2 days ...miss the ride...wait for consolidation....either break 9 or retreat to 8.5 net week

Posted by Tai KT > 2016-10-15 08:51 | Report Abuse

Market is open to all, those had sold and alway welcome to buy again.

Posted by Tai KT > 2016-10-15 09:12 | Report Abuse

I start accumulate since 4.2 until last I bought 7.8, I never sell a single lot. Unless the fundamental have change, then I will start to sell it.

Posted by Tai KT > 2016-10-15 09:47 | Report Abuse

I need to sell other counter so that I can put on this, my strategy.

Posted by Tai KT > 2016-10-15 09:49 | Report Abuse

I believe you also have more then one counter you buy.

Posted by Tai KT > 2016-10-15 09:58 | Report Abuse

with this method, I have less risk of timing. only thing I earn lesser.

Posted by Tai KT > 2016-10-15 10:01 | Report Abuse

it is all about to manage my average price at 5 from start, then I manage til 6 even my last transaction.

Posted by casanwk > 2016-10-15 10:43 | Report Abuse

to Tai KT
good! u accumulate at right timining when this stock(4.2) is forming a solid base.
this base lasted for nearly 3 months.
u have the patience, i missing on this
pls update me and others, when future opportunity arrive

Posted by Tai KT > 2016-10-15 11:12 | Report Abuse

yah, I also have no patience last time, only when i realize after I have missed the great chance many time. since there, I am very discipline.

Posted by Tai KT > 2016-10-15 11:17 | Report Abuse

never contra and speculate, this is my only advice.

Posted by Tai KT > 2016-10-15 11:25 | Report Abuse

no need for future, now kesm should maintain as buy. I do not have tp price, until it show no more grow, then it is time to sell.