Posted by cefiro22 > 2017-06-02 11:44 | Report Abuse

yes....enjoy the ride...
http://www.thestar.com.my/business/business-news/2017/06/02/kesm-to-see-strong-structural-growth-ahead/

Posted by Ooi Teik Bee > 2017-06-02 11:46 | Report Abuse

I recommend KESM at 7.00, some lazy and never do homework person keep on attacking me on this recommendation.

What is the price now ? 100% gain in no time.

Thank you.
Ooi

Posted by stockmanmy > 2017-06-02 11:47 | Report Abuse

this idiotic remisier so greedy to claim credit......you really so poor one meh?

Posted by paperplane2016 > 2017-06-02 12:05 | Report Abuse

Posted by stockmanmy > Jun 2, 2017 11:44 AM | Report Abuse

plane...what has changed for KESM from one year ago?

from $ 4 to $ 14.....average revenue per quarter from $ 70 + million to $ 80+ million, average PBT from $ 8 million to $ 10 million.

not much has changed except people's perceptions.


Bullz bro, yes! part of it is people's perception. But also future growth expectation. Most cars using more electronic and need to ensure it function well! a small mistake will cause a human life! that's why it is getting more and more attention.

But partly also due to improve cashflows after they acquire their china subsidiary!

Posted by stockmanmy > 2017-06-02 12:15 | Report Abuse

well, that is what I want you to say...that stock market is mostly about perceptions and X factor that has grown for Kesm...eps up 20%, share price up 250%.

paperplane2016 > Jun 2, 2017 12:05 PM | Report Abuse

Posted by stockmanmy > Jun 2, 2017 11:44 AM | Report Abuse

Bullz bro, yes! part of it is people's perception.

Posted by leekh5555 > 2017-06-02 12:56 | Report Abuse

last 1-2 years trade at 5-6PER, now 15-20PER, acceptable.

Posted by paperplane2016 > 2017-06-02 13:53 | Report Abuse

yes. bullz, I agree this

eps up 20%, share price up 250%.

Because PE giving higher PE in view of future growth

Posted by LCKS > 2017-06-02 14:23 | Report Abuse

I think it is also because it was undervalued previously...

Posted by Tai KT > 2017-06-02 14:27 | Report Abuse

I think last time might due to far undervalue, now is fair value plus future growth value inside.

Posted by paperplane2016 > 2017-06-02 14:28 | Report Abuse

where got future growth
cashflow it self it worth RM20

Posted by Tai KT > 2017-06-02 14:38 | Report Abuse

Paper, you are right, different view point, cash generate 80 to 100mil before tax per year. with this calculation, it should worth 16 to 20. depends on valuation by market.

Posted by stockmanmy > 2017-06-02 14:41 | Report Abuse

remisier jumps in to say he recommended KESM at $ 7....so does half the IBs in town.

share market is not about recommend at $ 7 , now $ 14.

Share market is about buying at $ 7 and the ability to sit and not do any thing until now.

Posted by leekh5555 > 2017-06-02 15:27 | Report Abuse

market really give chance for those still want to buy in at current price level..

Posted by leekh5555 > 2017-06-02 15:28 | Report Abuse

my last batch buy in at RM13.00

Posted by stockmanmy > 2017-06-02 15:41 | Report Abuse

if you buy now, you need every thing to be perfect just to earn 10% more.

if you buy an imperfect stock.....much easier to earn 10%.

Posted by leekh5555 > 2017-06-02 16:05 | Report Abuse

you are right if you are targeting 10% profit.

Posted by leekh5555 > 2017-06-02 16:06 | Report Abuse

from current price.

Posted by paperplane2016 > 2017-06-02 17:57 | Report Abuse

x10 from Cashflows is super duper CONSERVATIVE liao........

Posted by paperplane2016 > 2017-06-02 17:58 | Report Abuse

no worry lah. Automation of CARS is a must trend for future!
CHINA is taking the revolution now while US with TRUMP still SLEEPinggggggggg

Posted by Kadir Almushayah > 2017-06-02 22:13 | Report Abuse

What has it got to do with kesm, if china in play

Posted by stockmanmy > 2017-06-03 06:08 | Report Abuse

plane
is it really free cash flow? that depends on whether the real depreciation is higher or lower than the financial depreciation. ...and in a fast moving industry as well.
this company got no raw materials cost, so, its only significant cost is depreciation.

Posted by suregain > 2017-06-03 10:17 | Report Abuse

http://www.thestar.com.my/business/business-news/2017/06/03/citi-research-ringgit-can-reach-40-against-us-dollar/

Posted by suregain > 2017-06-03 10:17 | Report Abuse

Good,luck

Posted by ooihk899 > 2017-06-03 12:17 | Report Abuse

Ringgit up or down, doesn't affect KESM that much.

Posted by LordOfEquities > 2017-06-03 15:44 | Report Abuse

ohhhhhh yeahhhhh

Posted by suregain > 2017-06-03 16:54 | Report Abuse

Sure or not. After all, kesm wil blame weaker usd

Posted by leekh5555 > 2017-06-03 18:37 | Report Abuse

http://www.enanyang.my/news/20170105/kesm%E7%A7%91%E6%8A%80%E6%94%BE%E7%9C%BC3%E4%BA%BF%E9%94%80%E5%94%AE%E9%A2%9Dbr-%E6%9E%97%E4%BF%A1%E8%B5%90%E7%BB%B4%E6%8C%81%E6%B1%BD%E8%BD%A6%E5%8D%8A%E5%AF%BC%E4%BD%93%E9%BE%99%E5%A4%B4/

Posted by leekh5555 > 2017-06-03 18:39 | Report Abuse

appreciation of Ringgit not much affected. refer to the above news.

Posted by aiboon > 2017-06-03 18:42 | Report Abuse

KESM doing local business..major customer are freescale,NXP,ONSemi and STM malaysia...no USD issue..

Posted by leekh5555 > 2017-06-03 18:45 | Report Abuse

CAPEX of RM82-90mil for capacity expansion and maintenance.

Posted by suregain > 2017-06-03 19:06 | Report Abuse

Buy loh

Posted by paperplane2016 > 2017-06-03 19:48 | Report Abuse

If you buy top notch machine. You think depreciation of 3 years logic not? They purposely overdo it

Posted by leekh5555 > 2017-06-03 19:52 | Report Abuse

吉隆坡20日讯）KESM科技（KESM，9334，主板科技组）因汽车半导体领域需求趋高而扩张产能，2017财政年首半年的资本支出已超越去年全年总计，分析员上调资本支出预测，并预见未来收入和盈利成长空间强劲，因此调高财测。

根据艾芬黄氏研究，该公司2017财政年上半年的盈利动力强劲，而资本支出已达4300万令吉，超出截至7月，2016财政年全年共报4200万令吉的资本支出，预期资本开支有望继续增加，将2017全年和2018财年的资本开支从之前的7000万令吉上调至9000万令吉。

股价大涨46仙

未来前景受看好，KESM科技周一股价大幅走高，成涨势最强股项，以上涨14仙的11令吉14仙开盘后，股价节节升高，午盘一度大起56仙，至11令吉70仙，闭市报11令吉60仙，全天强涨46仙或4.13%。

探讨进军新成长领域

KESM科技管理层指出，该公司生产线目前虽已受全面使用，但产能仅企于80至85%。同时，该公司也探讨进军新成长领域，诸如无线电频率（RF）、光电和电子能源。

艾芬黄氏表示，据知电子能源和电动车充电有关，并认为，如果计划成功落实，对公司是一项面对的带动。该公司整体营收中，有80%源自汽车半导体领域，而其需求正呈上升趋势，因此该公司将再添加生产线，并以客户订单作标准。

艾芬黄氏补充，该公司将资本投资在自动化设备，以减少依赖人工劳动。

艾芬黄氏表示，尽管该公司转移至高赚利测试业务，但扩充和资本开支，或让赚利改善不能如2014／2015年般强劲，但基于经济规模有助于盈利表现，因此维持2017至2019年33%赚幅预测。

基于看好未来收入有盈利潜能，艾芬黄氏上调2017至2019年盈利预测5至7%；在2017年上半年盈利超标8%后，艾芬黄氏已经上调2017年财测5%。

KESM科技2017至2019财财年净利预测为3830万令吉、4660万令吉和5910万令吉。

艾芬黄氏将该公司本益比估值从之前的12倍调高至17倍，估计2016至2019财政年的每股收益年均复合增长率（EPS CAGR）可达24%。

盈利有望写新高

该行预测，KESM科技的老化及效能测试业务料将持续走强，2017财政年有望创盈利新高，加上截至2017财政年上半年，净现金额达7300万令吉，因此上调目标价至16令吉40仙，维持“买进”评级。

文章来源：星洲日报‧财经‧报道：陈学颖‧2017.03.20

Posted by paperplane2016 > 2017-06-03 19:55 | Report Abuse

Spending 70mi) to 80mil a year to expand business. Business super damn giod

Posted by LA777 > 2017-06-03 19:56 | Report Abuse

Paperplane, still can buy?

Posted by paperplane2016 > 2017-06-03 22:52 | Report Abuse

Below 15. Buy

Posted by LA777 > 2017-06-04 11:07 | Report Abuse

Thanks, paperplane.

Posted by dompeilee > 2017-06-05 09:33 | Report Abuse

Disappointing...Sunright could not break 60c.

Posted by paperplane2016 > 2017-06-05 10:15 | Report Abuse

15 coming, just wait.

Posted by Kadir Almushayah > 2017-06-05 10:57 | Report Abuse

dompeilee...still hve sunright somemore?

Posted by LA777 > 2017-06-05 11:02 | Report Abuse

paperplane geng!

Posted by Tai KT > 2017-06-05 11:09 | Report Abuse

congrats.......

Posted by Kadir Almushayah > 2017-06-05 11:40 | Report Abuse

power on

Posted by gimeng > 2017-06-05 11:51 | Report Abuse

congrats all

Posted by Kadir Almushayah > 2017-06-05 12:00 | Report Abuse

dompeilee,...stay focus . sunright always slow to react. sunright 48% shares in KESM surely will hve sme impact

Posted by dompeilee > 2017-06-05 12:36 | Report Abuse

Yes. I only sold 7 lots since it broke above 40c a couple of months back.

Posted by kt888 88 > 2017-06-05 13:21 | Report Abuse

Yahoo, paper gain 210%++, thanks paperplane!

Posted by paperplane2016 > 2017-06-05 13:53 | Report Abuse

1000% is our 5 years target

Posted by Kadir Almushayah > 2017-06-05 14:18 | Report Abuse

Haha paperplane next world target

Posted by leekh5555 > 2017-06-05 15:09 | 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