Posted by johortiger > 2017-02-26 22:22 | Report Abuse

Semicon equipment makers record US$1.86b billings in Jan
http://www.thestar.com.my/business/business-news/2017/02/25/semicon-equipment-makers-record-us$1pt86b-billings-in-jan/#TXzggfxi1SXwYaiq.99

Posted by paperplane2016 > 2017-03-02 18:40 | Report Abuse

great@!

Posted by johortiger > 2017-03-04 09:55 | Report Abuse

The company's customers are exporters. That's why the company is beneficial from depreciation of ringgit.

http://www.thestar.com.my/business/business-news/2017/03/04/yellen-points-to-march-rate-hike-as-fed-signals-end-of-easy-money/

Posted by leecuteguy > 2017-03-06 21:58 | Report Abuse

will this counter break rm 12 .........

Posted by 5950 > 2017-03-07 07:00 | Report Abuse

this week qr out!

Posted by Kadir Almushayah > 2017-03-07 10:16 | Report Abuse

Full steam ahead

Posted by BBYYY > 2017-03-07 21:09 | Report Abuse

QR this week.?

Posted by johortiger > 2017-03-07 23:23 | Report Abuse

This article first appeared in The Edge Financial Daily, on February 20, 2017.

KESM Industries Bhd
(Feb 17, RM9.71)
Maintain trading buy call with an increased target price of RM12.18: KESM Industries Bhd reported a first quarter of financial year 2017 (1QFY17) revenue of RM80.1 million (+14.2% year-on-year [y-o-y]), underpinned by higher demand for both the burn-in and testing services segments.
http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=3252

Posted by dompeilee > 2017-03-08 15:17 | Report Abuse

Watch SUNRIGHT today ! :D

Posted by Kadir Almushayah > 2017-03-08 20:57 | Report Abuse

dompeilee....its sunright show now on

Posted by ooihk899 > 2017-03-08 21:29 | Report Abuse

If Sunright show now, means KESM quarter result good.

Posted by dompeilee > 2017-03-09 09:54 | Report Abuse

LOL .....Some fool dumped 49,000 @ 34.5c this morning prob thinking he was very smart....now 30,000 Q-ing to buy @ 35c...$150 less in sales haHAH! For me, NO SELL a single share till at least 50c! :D

Posted by Kadir Almushayah > 2017-03-09 11:39 | Report Abuse

Qtr coming very soon.. many ppl watching

Posted by ooihk899 > 2017-03-09 17:27 | Report Abuse

result not bad

Posted by ooihk899 > 2017-03-09 17:27 | Report Abuse

Paperplane sifu, any comment?

Posted by leecuteguy > 2017-03-09 17:50 | Report Abuse

can touch RM 12 or not..........?????

Posted by leekh5555 > 2017-03-09 18:08 | Report Abuse

For me,i just hold, if price below 9.50 i add.

Posted by optimus9199 > 2017-03-09 18:11 | Report Abuse

Intrinsic value rm 12.30

Posted by shareinvestor88 > 2017-03-09 19:41 | Report Abuse

Can buy

Posted by shareinvestor88 > 2017-03-09 19:41 | Report Abuse

Can buy

Posted by Tai KT > 2017-03-09 19:56 | Report Abuse

Again strong results. Tomorrow gap up.

Posted by suregain > 2017-03-09 20:05 | Report Abuse

Result ok only.. Not superb.. Beter dun chase if tomorow gap up

Posted by johortiger > 2017-03-09 21:12 | Report Abuse

QR was released.

Net profit increased YoY from 6,999 to 9,975. Net profit decreased QoQ from 10,012 to 9,975, but
revenue increased QoQ from 80,112 to 83,115. The results are quite good.

KEMS is in the right industry, where demand has been constantly increasing, and it is beneficial from depreciation of ringgit. I think KESM will show excellent financial results throughout 2017.

https://klse.i3investor.com/servlets/stk/fin/9334.jsp

Posted by johortiger > 2017-03-09 21:16 | Report Abuse

OTHERS PRESS RELEASE : KESM DELIVERS STRONG RESULTS
http://www.malaysiastock.biz/Company-Announcement.aspx?id=957209

KESM’s 2Q net profit up 42.5% to RM9.98 million
http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=4324

Posted by Kadir Almushayah > 2017-03-09 21:39 | Report Abuse

see u guys tomorrow

Posted by johortiger > 2017-03-09 21:50 | Report Abuse

Congratulations!

Posted by Kadir Almushayah > 2017-03-09 21:54 | Report Abuse

Many will shift to kesm frm tmorrw

Posted by LordOfEquities > 2017-03-09 21:57 | Report Abuse

congratulations! engine started...

Posted by ooihk899 > 2017-03-09 21:58 | Report Abuse

YoY profit in recrease 42℅, it is consider good. Inventory increase. Hope it is a good indication that sales up next quarter.

Posted by johortiger > 2017-03-09 22:02 | Report Abuse

“Moving forward, we see our performance to remain strong, mainly driven by the
rising global automotive sales and the increased electronic chip content in making
cars safer, cleaner, smarter and more comfortable.”
He commented, “Today, our core competencies are in good demand spurring
further value-add services to our customers.”
He concluded, “KESM is fully committed to developing long term strategic
initiatives in our core business.”

Posted by Risk Rider > 2017-03-09 22:03 | Report Abuse

Price run faster than the profit grown

Posted by ooihk899 > 2017-03-09 22:04 | Report Abuse

NPM maintain 12℅ despite increase in labour cost n others, only drop 0.5℅. Good management.

Posted by ezobear > 2017-03-09 22:32 | Report Abuse

YoY up but QoQ dropped ... eager to see market reaction tomorrow ... interesting.... personally i feel disapointed as KESM EPS did not ride high on USD strengthening .... not a shareholder of KESM, just a curious investor

Posted by paperplane2016 > 2017-03-09 22:34 | Report Abuse

Just buy and hold. Rm16

Posted by paperplane2016 > 2017-03-09 22:35 | Report Abuse

EPs now stable,0.23 per q

Posted by suregain > 2017-03-09 22:37 | Report Abuse

Not much upside bcos qoq drop

Posted by Tai KT > 2017-03-09 22:37 | Report Abuse

q to Immediate preceding also grow before tax, it ROR remain 12% are amazing achievement already.
on the price movement faster the profit, let me ask, who want the price move slower the profit? or Don move at all.

Posted by Tai KT > 2017-03-09 22:38 | Report Abuse

if price don't move, you better be very cautious.

Posted by Tai KT > 2017-03-09 22:45 | Report Abuse

anyway, congrats to everyone.

Posted by ezobear > 2017-03-09 22:45 | Report Abuse

Burn-in in semicon testing is a very low technology process step & low barrier of entry. However, it is true that the automotive customers do not like to switch supplier too frequently due to long qualification cycle.

Furthermore, there are alternative screening step we can do to prevent burn-in requirement. Higher volume also trigger more players to provide the similar service. Keen to know how KESM operate under the ever changing semicon business. solely rely on burn-in will not able to sustain the business & growth.

Posted by ezobear > 2017-03-09 22:50 | Report Abuse

Burn-in in chip testing is a non-value added step. We always find other way to avoid it without jeopardize quality & avoid realibility concern.

KESM still can maintain high growth with same profitability? time will tell

Posted by johortiger > 2017-03-09 22:52 | Report Abuse

Net profit of growing companies decreases QoQ sometime especially when the last net profit was exceptionally good. Revenue increased QoQ, and net profit increased YoY greatly, so there is no problem with it.

Posted by johortiger > 2017-03-09 22:55 | Report Abuse

ezobear, I don't think what you are writing will affect profitability of KESM in a short time like 6 months.

Posted by Tai KT > 2017-03-09 23:11 | Report Abuse

every business have their risk, investor have to factor in when invest in any business. prevent is better then cure. technology is moving and changing everyday. if the management can adopt the change, you better stay away.

Posted by johortiger > 2017-03-09 23:19 | Report Abuse

Investors don't have to worry about something that may happen to the company in 3-5 years. The stock cannot price in something that may happen to the company in 3-5 years. And if their business is not profitable in the future, the management will need to change it like diversifying their business. But for now they are profitable.

Posted by shareinvestor88 > 2017-03-09 23:36 | Report Abuse

Can buy ?

Posted by johortiger > 2017-03-09 23:43 | Report Abuse

Of course. You don't need to worry about the company's profitability in 5 years. That's ridiculous.
For a short term depreciation of ringgit and demand driven by the rising global automotive sales and the increased electronic chip content are much more important.

Posted by Bizfuneng > 2017-03-10 00:02 | Report Abuse

Ezobear -Furthermore, there are alternative screening step we can do to prevent burn-in requirement.
----------------------------------------------------------------------
- If alternative screening test can effectively kick out intermittent weak semiconductors then it is more cost effective to do so. Semiconductor assembly and testing margins are low and that is the fact. Therefore I dun think there is a safe alternative not to do burnt-in on automotive semiconductors.

I feel comfortable KESM continue to be profitable.

Posted by optimus9199 > 2017-03-10 00:40 | Report Abuse

Buy as much possible to avoid disappointment.

Posted by Bizfuneng > 2017-03-10 07:36 | Report Abuse

Haha......waiting it to go higher.