KESM INDUSTRIES BHD

KLSE (MYR): KESM (9334)

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Last Price

6.20

Today's Change

+0.02 (0.32%)

Day's Change

6.15 - 6.29

Trading Volume

44,200


7 people like this.

11,113 comment(s). Last comment by ivanlau 2 days ago

paperplane2016

21,625 posts

Posted by paperplane2016 > 2017-05-11 12:51 | Report Abuse

all time high. keep up and up

gimeng

171 posts

Posted by gimeng > 2017-05-11 14:54 | Report Abuse

go go go

weechin53

1,070 posts

Posted by weechin53 > 2017-05-11 15:08 | Report Abuse

This is the ffirst time mother and son prices so close!

ongmari

2,003 posts

Posted by ongmari > 2017-05-11 15:57 | Report Abuse

break 13.6+ next stop 14

paperplane2016

21,625 posts

Posted by paperplane2016 > 2017-05-11 19:11 | Report Abuse

Yeah. Close down in gaps

paperplane2016

21,625 posts

Posted by paperplane2016 > 2017-05-11 19:11 | Report Abuse

Next is 16. Then 20

ooihk899

2,055 posts

Posted by ooihk899 > 2017-05-11 19:42 | Report Abuse

After 20, next year 30. Hahaha.

rockycleft

880 posts

Posted by rockycleft > 2017-05-11 21:21 | Report Abuse

At that rate gonna be Rm 180 in 10 years. Walaueh

ooihk899

2,055 posts

Posted by ooihk899 > 2017-05-11 21:27 | Report Abuse

ya lo, by then a cup of coffee is RM10, hahaha.

ongmari

2,003 posts

Posted by ongmari > 2017-05-12 09:14 | Report Abuse

buy on weakness..once above 14..it may be too late....?

ongmari

2,003 posts

Posted by ongmari > 2017-05-12 11:32 | Report Abuse

eat slowly....:) limited sellers.200 lots ...another hike

Posted by Kadir Almushayah > 2017-05-16 06:45 | Report Abuse

Not much upswing now

leekh5555

544 posts

Posted by leekh5555 > 2017-05-18 16:30 | Report Abuse

bought some

Posted by LordOfEquities > 2017-05-18 23:46 | Report Abuse

greatful, wait for bonus shares, den will drop for u to collect

paperplane2016

21,625 posts

Posted by paperplane2016 > 2017-05-19 00:54 | Report Abuse

Weak holders wash out

leekh5555

544 posts

Posted by leekh5555 > 2017-05-19 16:35 | Report Abuse

janji good business and good profit... i will continue to hold

Unicorn

768 posts

Posted by Unicorn > 2017-05-20 00:02 | Report Abuse

KESM should make their webpage better.

Posted by Kadir Almushayah > 2017-05-23 19:54 | Report Abuse

Toyota n tech firms to further enhance driverless cars wth added softwares

greatful

1,644 posts

Posted by greatful > 2017-05-24 19:35 | Report Abuse

LOEquity, no need to drop for me. I can and willing to buy at any price. In fact i have kesm, just may top up if bonus issue.

ooihk899

2,055 posts

Posted by ooihk899 > 2017-05-24 21:29 | Report Abuse

Quarter result must be good, so many queue to buy today.
Hope like HengYuan, Hahaha.

paperplane2016

21,625 posts

Posted by paperplane2016 > 2017-05-25 08:50 | Report Abuse

(Initiate OUTPERFORM with TP of RM15.20)
• Despite its share price more than doubling over the past year, we believe that this under-researched gem has further upside potential amid rising car production by global automakers and increased chip content in vehicles.
• Among the initiatives taken to capitalize on these trends include i) Massive RM75m-80m/p.a. CAPEX plans over the next two years ii) Developing technologies to take on more complex/higher margin products iii) Increase operational efficiencies and greater economies of scale.
• We are estimating FY17/FY18E net profits of RM38.8m/RM44.3m (+26.5%/14.1%) and are initiating coverage on KESM with an OUTPERFORM rating and a Target Price of RM15.20 based on 15x FY18E PER.

paperplane2016

21,625 posts

Posted by paperplane2016 > 2017-05-25 08:52 | Report Abuse

Hwang give RM16++, Kenanga RM15++.

so ? RM16 lah like I said

Posted by Kadir Almushayah > 2017-05-25 09:32 | Report Abuse

paperplane...good judgement. i buying sunright also

Posted by Kadir Almushayah > 2017-05-25 09:51 | Report Abuse

@0.50 cents=RM1.5.. consider cheap,bearing in mind that sunright hve substantial stake in KESM

dompeilee

11,888 posts

Posted by dompeilee > 2017-05-25 13:31 | Report Abuse

Sunright...3rd gear...make it waaaay over 54c THIS time! :D

Tai KT

1,419 posts

Posted by Tai KT > 2017-05-25 13:36 | Report Abuse

wow

Posted by Kadir Almushayah > 2017-05-25 16:31 | Report Abuse

dompeilee ...not yet la,mayb next wk

Posted by Kadir Almushayah > 2017-05-25 16:38 | Report Abuse

sunright to play catchup wth its peers sooner or later

Tai KT

1,419 posts

Posted by Tai KT > 2017-05-25 18:41 | Report Abuse

I hope it can reach 16 to 19 in this year.

paperplane2016

21,625 posts

Posted by paperplane2016 > 2017-05-25 19:03 | Report Abuse

15-----16------20------25

dompeilee

11,888 posts

Posted by dompeilee > 2017-05-25 20:51 | Report Abuse

@ 2day's closing(50.5c), I'm up 108% on my cost.

Posted by Kadir Almushayah > 2017-05-26 10:50 | Report Abuse

yesterday move to sunright...ok today..lucky

Posted by Kadir Almushayah > 2017-05-26 11:07 | Report Abuse

next week expected QR announcemnt, hope another good result

Posted by Kadir Almushayah > 2017-05-26 15:57 | Report Abuse

dompeilee....4 gear next week possible

dompeilee

11,888 posts

Posted by dompeilee > 2017-05-26 18:47 | Report Abuse

SUNRIGHT 56.5C!!! Up + 11.88% on the day and UP +133% on my cost!!! :D :D :D

dompeilee

11,888 posts

Posted by dompeilee > 2017-05-26 18:48 | Report Abuse

NEW 13 year high!!! :D

Posted by Kadir Almushayah > 2017-05-26 22:47 | Report Abuse

No la..not 13 year high la

dompeilee

11,888 posts

Posted by dompeilee > 2017-05-27 07:52 | Report Abuse

Last time it was 56.5c was in Feb 2004.

paperplane2016

21,625 posts

Posted by paperplane2016 > 2017-05-27 09:05 | Report Abuse

Great

Posted by Kadir Almushayah > 2017-05-27 09:35 | Report Abuse

paperplane....kesm n sunright breaking new levels ,so whats yr opine on them.With China play in booming automotive new industries, precision electronics stocks cn gain further?

Tai KT

1,419 posts

Posted by Tai KT > 2017-05-27 09:45 | Report Abuse

proton will be the famous brand in the near future. new technology bring in by geely, integrate more smart chip and processor, eventually Kesm more business. haha, right?

Posted by Kadir Almushayah > 2017-05-27 10:09 | Report Abuse

Tai KT....hope u are right. Proton/Geely will b the new big thing fr malaysia gov .They will make sure its success,at least in near future. KESM( malaysia),KESM(china) should b busy

Posted by Kadir Almushayah > 2017-05-27 12:23 | Report Abuse

With kesm @ rm13+ ,wonder much worth is sunright share in kesm nw

kk123

1,964 posts

Posted by kk123 > 2017-05-27 13:28 | Report Abuse

48% x $586m (kesm mkt cap) =rm $281m or sgd 93mil..
Sunright current mkt cap only sg$69mil..
It also has $48mil in cash...

kk123

1,964 posts

Posted by kk123 > 2017-05-27 13:31 | Report Abuse

In other words sunright at 56.5c still got room for upside just basing on its sum of parts valuation

Posted by Kadir Almushayah > 2017-05-27 13:40 | Report Abuse

kk123..thanks.so cn add la

dompeilee

11,888 posts

Posted by dompeilee > 2017-05-27 13:44 | Report Abuse

Interesting...S$93 m translates to around 75c per Sunright share, which coincides with the major peak in late 2003.

dompeilee

11,888 posts

Posted by dompeilee > 2017-05-27 13:45 | Report Abuse

If it reaches that level, it will slightly more than TRIPLE my cost from last year...:D

kk123

1,964 posts

Posted by kk123 > 2017-05-27 14:15 | Report Abuse

Yes 122.8 mil shares.. 93m/ 122.8=76c..
It also has around sg $48m in cash..
More importantly revenue growth outlook is positive for rest of 2017. From the automotive sector..
Penta, aem, kesm, all doubled /trippled/ for aem it quadrupled..
The semiconductor sector is growing..

Posted by Kadir Almushayah > 2017-05-27 16:45 | Report Abuse

Huat huat

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