Posted by Kadir Almushayah > 2017-02-02 10:51 | Report Abuse

paperplane2016.....wah 3 years? thats long time

Posted by Kadir Almushayah > 2017-02-02 10:52 | Report Abuse

enjoyinglife....quite possible..chances is high

Posted by paperplane2016 > 2017-02-02 12:08 | Report Abuse

I don't care. Keen unlikely drop 100%, I have 100% profit

Posted by leekh5555 > 2017-02-02 15:54 | Report Abuse

always keep in mind: RM 1 billion in 3-5 years time.

KESM will worth RM 1 Billion in 3-5 years time.
RM1,000,0000,000.00/43,015,000 shares=RM23.25

Posted by ooihk899 > 2017-02-02 17:13 | Report Abuse

should be more than RM23.

Posted by Kadir Almushayah > 2017-02-02 20:07 | Report Abuse

Can reach 12 good enough la

Posted by stockmanmy > 2017-02-03 06:37 | Report Abuse

Plane

Have you ever seen one year big winner become next year big winner?

The odds of that happening?

Posted by paperplane2016 > 2017-02-03 09:16 | Report Abuse

Seldom. But sometimes do happen.

Posted by ooihk899 > 2017-02-03 09:58 | Report Abuse

looks like going to move

Posted by stockmanmy > 2017-02-03 10:29 | Report Abuse

like a professional poker player
should play with the odds, not play against the odds.


paperplane2016 Seldom. But sometimes do happen.

Posted by LCKS > 2017-02-06 11:05 | Report Abuse

Sounds like an interesting article to read although I'm also thinking I don't need my stock to be big winner every time. So long it is still a winning stock, I think I'm fine with it...

Posted by johortiger > 2017-02-06 19:21 | Report Abuse

KESM confident revenue can surpass RM300m in FY17
http://www.thestar.com.my/business/business-news/2017/01/04/kesm-confident-revenue-can-surpass-rm300m-in-fy17/

Posted by johortiger > 2017-02-08 00:04 | Report Abuse

JHM Consolidation Berhad is an example of one year big winner who is becoming next year big winner.

Posted by johortiger > 2017-02-08 00:06 | Report Abuse

Regarding KESM INDUSTRIES BHD, its P/E is still low.

Posted by ooihk899 > 2017-02-08 10:10 | Report Abuse

The company is still growing, they are in the right sector where the growth just started.

Posted by Kadir Almushayah > 2017-02-08 14:53 | Report Abuse

ooihk899...yr statement very correct

Posted by ongmari > 2017-02-09 11:24 | Report Abuse

buy on weakness TP 15 this year

Posted by ooihk899 > 2017-02-09 15:50 | Report Abuse

Estimate EPS is 93 sen

Posted by dompeilee > 2017-02-10 18:37 | Report Abuse

Finally Sunright is showing some LIFE :D

Posted by Kadir Almushayah > 2017-02-10 21:01 | Report Abuse

dompeilee...still very little movemnt.

Posted by John Lu > 2017-02-10 21:02 | Report Abuse

This stock only rm4 when paperplane sifu call buy last year...150% profit in 1 year...geng!!

Posted by fattycat > 2017-02-10 23:43 | Report Abuse

yup. Because of him i keep until rm10.
Thanks so much Mr.paperplane2016 ♡

Posted by Tai KT > 2017-02-11 15:09 | Report Abuse

Malaysian Pacific Industries - On the Hunt
Author: sectoranalyst | Publish date: Fri, 27 Jan 2017, 09:49 AM

MPI held its quarterly results briefing. Its strong performance in 2QFY17 was driven by better underlying sales, the weak ringgit and lower costs. The mobile segment remains challenging, but some business is coming back from Chinese smartphone manufacturers. Its primary focus is still on automotive, where it is in contention for more product wins in coming quarters. Its eventual aim is to grow automotive contributions to 50% of revenue. Supported by its net cash pile (RM387.0mn), management is on the lookout for potential acquisitions. This is likely to be automotive centric with potential synergistic benefits. Maintain BUY on MPI with a TP of RM9.40/share.

More Details on 2QFY17 Results

The group reported a strong 2QFY17, with revenue and net profit jumping 12.1% QoQ and 38.4% QoQ. Results were driven by better USD sales ( 5% QoQ), a weaker ringgit (USD/MYR rate: 6.7% QoQ) and lower costs. Broad based strength was seen across segments, with consumers/communications and automotive growing by an estimated 17.9% QoQ and 12.1% QoQ. The overall market for mobile remains challenging. But there are pockets of opportunities, with increased business seen from Chinese smartphone manufacturers. No guidance was provided for the coming quarter, but we do expect some seasonal softness in line with CNY celebrations.

Automotive is Primary Focus

Showing results, its automotive segment is gaining traction. Among products currently produced include tyre pressure monitors, proximity sensors and airbags. As proof of trust, it is currently the single source of airbags for one of its customer. We understand there are a lot of interest from potential customers, with it being in contention for more product wins in coming quarters. Eventually, aims are to grow automotive contributions to 50% of its total revenue (2QFY17: 24%). We are positive on its exposure to the automotive sector, due to its high barriers of entry and stable recurring income.

On the Hunt

Net cash grew to RM387.0mn ( 15.5% QoQ) in 2QFY17. Management remains on the lookout for potential acquisitions. Acquisitions will likely be automotive centric. Targets are expected to be synergistic, potentially improving areas such as packaging technology, materials, machines and/or efficiency. With nothing concrete, targets are estimated to be within the US$25.0-35.0mn range. Meanwhile, implying a pickup in capex (1HFY17: RM40.0mn) towards the second half, capex is guided to be at similar levels to FY16 (RM125.1mn).

Valuation

We leave our earnings unchanged at this moment, but do not discount potential upsides if the ringgit remains at current levels. Our TP for MPI remains at RM9.40/share – based on an EV/EBITDA multiple of 3.5x and CY17 EBITDA. Key buying points are: 1) Exposure to fast growing automotive segment; 2) Beneficiary of weak ringgit and 3) Strong balance sheet may result in potential acquisition activities and/or increased dividends. BUY

Source: TA Research - 27 Jan 2017

Posted by Tai KT > 2017-02-11 15:11 | Report Abuse

mpi partial of profit also driven automotive now, they plan to increase this portion to further 50% of revenue.

Posted by Tai KT > 2017-02-11 18:18 | Report Abuse

automotive chips and electronic parts are demanding.

Posted by paperplane2016 > 2017-02-13 16:11 | Report Abuse

wah

Posted by ooihk899 > 2017-02-13 16:15 | Report Abuse

Hm..... paperplane, maybe result not as good as expected?

Posted by ooihk899 > 2017-02-13 16:17 | Report Abuse

Hit by car leow!!!

Posted by paperplane2016 > 2017-02-13 16:22 | Report Abuse

lets wait patiently, no rush......

Posted by ongmari > 2017-02-13 16:35 | Report Abuse

buy on weakness

Posted by ooihk899 > 2017-02-13 16:50 | Report Abuse

good advice, paperplane.

Posted by dompeilee > 2017-02-13 19:43 | Report Abuse

paperplane supporters took profit to buy IWCity instead...a horlan counter according to paperplane LOL

Posted by Tai KT > 2017-02-13 21:53 | Report Abuse

wait for qr. steady lah.

Posted by ooihk899 > 2017-02-14 12:29 | Report Abuse

Hit by big driveless truck, all very quiet. Hahaha

Posted by paperplane2016 > 2017-02-14 13:56 | Report Abuse

haha.........

Posted by paperplane2016 > 2017-02-14 13:56 | Report Abuse

common mah for KESM. Suddenly down, then suddenly trend up like mad........hard to guess weakholders what they thinking.

Posted by shareinvestment7 > 2017-02-14 14:07 | Report Abuse

Haha.. KESM is the best company la.. no worry if retailer sell off.. as long as fund manager keep their share. Should be all right.

Posted by Tai KT > 2017-02-14 14:23 | Report Abuse

my two cents talk, coming qr usually weaker example last year only earn 16c.
but I guess coming qr will be more then 16c compare to the preceding quarter.

Posted by greatful > 2017-02-14 14:52 | Report Abuse

drawn counter

Posted by aiboon > 2017-02-14 15:12 | Report Abuse

jump water...

Posted by ongmari > 2017-02-14 15:24 | Report Abuse

down or up..guess,,keep buying

Posted by ongmari > 2017-02-14 15:28 | Report Abuse

cheap sales......pe 12

Posted by shareinvestment7 > 2017-02-14 15:52 | Report Abuse

Profit taking mode..

Posted by paperplane2016 > 2017-02-14 16:02 | Report Abuse

hehe.

Posted by aiboon > 2017-02-14 16:30 | Report Abuse

dump dump dump...

Posted by shareinvestment7 > 2017-02-14 16:58 | Report Abuse

Wao.. big boys selling ya. Be careful then.. haha

Posted by ongmari > 2017-02-14 17:38 | Report Abuse

by friday story will tell....

Posted by johortiger > 2017-02-14 18:53 | Report Abuse

The volume was not so large today.

Posted by johortiger > 2017-02-14 19:03 | Report Abuse

Burn-in tester KESM fell the most, down 41 sen to RM9.53 on profit taking.
http://www.thestar.com.my/business/business-news/2017/02/14/klci-and-asian-markets-slip-ahead-of-us-fed-comments/#juXMliL104Hg82jM.99

Posted by greatful > 2017-02-14 19:43 | Report Abuse

funny, today's volume like this also consider not large. Wondering how large is large. Sometimes, people love to con self rather than being conned.