Kesm shld continue uptrend.. can look at the abang sunright also..
Both kesm and sunright is abang adik..semiconductor play to ride semicond and tech recovery theme in 2020..

How much is sunright stake in kesm (listed in msia) worth? Below are the calculation as of now 23rd jan 2020.

KESM market cap= RM$486M or S$162M  
48% stake of S$162M=S$78M  
So dividing by the number of shares outstanding for sunright S$78M/122M, that stake alone is worth ~64cents sg/share...  
Now Sunright is only trading at 52 cents...or a 24% discount for its stake in kesm alone.... 
Its mkt cap of S$65m is also below its cash holding of ~s$90m.

i) sunright is also flush with cash around S$90M (debt ~S$20M)- at grp lvl. 
ii)outlook of KESM is good. So Sunright results shld improve this year..with improved outlook from big semicond players like TSMC , intel , nxp, amd , etc.
iii)kwap a solid fund, is a major shareholder of kesm
Iv)kesm (listed in msia) share price has increase and go up to rm 11.30 (from rm 7).. Its same industry peers like AEM,UMS all have 2x to 3x , double or tripple from the bottom..
Penta is a multi bagger gains (for those who bought early) and held on after the many bonus issue....penta is one of the best in the world.. while kesm/sunright is one of the largest in doing chip test and burn, in the world...

So will kesm sunright be your golden itik/goose?

Tuju langit!

saya tak mahu cakap banyak.. yg tau kira patut tau apa yg saya cakap... hahaha
siapa yg faham boleh lah jadi kaya...

tuju langit.......!

next qtr likely results will be very good for kesm.. and also sunright...
sunright (listed di sgx) masih murah...
kalau kita ambil kira stake dalam kesm , saham sunright sepatutnya worth > dari SG$ 0.8c .. skg sunright baru S$0.53c

Wuhan virus wont go away like in a day or 2..
So glove stocks will be in play

Msia can be proud of this company.. penta..
Its one of the best in the world..

kesm = sunright;
sunright = kesm;

kesm naik, sunright "akan" naik..

faham?

ini kisah benar tau...bukan main main..

well honestly speaking, i know 1 penta early investor who got in at 60 sen and go through the bonus issue, etc.. already become millionaire...
lets hope sunright (at S$ 0.50) and kesm can be a multibagger..

wuhan virus... this should be in play next few days

Both penta, and kesm rose on improved outlook..penta i think for those early investor who got in at 60 cents already rose 10x to 15x .. or a 10-15 bagger..as their earnings kept rising and they give bonus issue..
Sunright (listed in sgx around 52cents now) is also interesting is now just trading at below its kesm stake value.. and cash holding ..it is kesm parent..
Penta.and kesm/sunright is the best to ride the wave of recovery in semicond industry...as its doing the burn in test segment..while penta supply the test machine..
Penta is probably the best in the world in making the test module and equipment, while
sunright/kesm quoted from their website "is the "world’s largest independent “test and burn-in” service company and a leading manufacturer of parallel test equipment."..
Expect nxt qtr result to be fairly well..

Yes ride the wave..expect more orders coming from its customers

sunright masih murah....

This fella only talk...but did he say why the gov in debt now...
pkr is a cleaner government not like barisan ..thats what ppl want..eventually msia under a clean and transparent gov will be great again!

Yes.. nxp one of kesm customer.. analyst upgraded nxp the customer..so kesm may get more orders.. akan datang... good news ya..

https://slatersentinel.com/news/2020/01/17/nxp-semiconductors-nasdaqnxpi-hits-new-12-month-high-after-analyst-upgrade.html

I think its just goreng.. no orders announced , nothing

In 1 qtr , it already make 10 sen per share... so can u imagine the potential once it has several good qtrs of earnings growth... the upstream big semicon players like Tsmc, intel, amd all give bullish forecast...

Kesm earnings shld recover fast as the big semicon company has bullish forecast this year..latest qtr earnings already showed recovery to 10cent a qtr...so nxt qtr shld be much better..
Watch also the parent sunright ...

best not sold.. otherwise sure price increase more..

shows that tak byk yg makan biskut sekarang

Msia shld counter this by reducing foreign labor from india and import of their goods..there are other mkt for palm oil besides india...

well its still at ~half the price of what it was prior to the trade war...and company has plenty of cash..
trade war phase 1 deal to be sign this week..will be a booster for this year results...CEO also is positive...

terbang langit

kan aku dah cakap...sikit sikit lama lama jadi gunung..

dulu sunright >$1...so ada lagi ruang untuk naik...ke....langit...

boleh hold...ada org mahu beli...

buy call dari group...yg pro...
saham sunright akhirnya sudah mula belayar,
dapatlah sedikit rezeki..

sunright.. BUY call...now terbang ke langit..

Well maybank is still #1 in msia..
It just need a better management to take company fwd

Kwap still a substantial holder..thats not consider selling..
Even theedge tong added kesm into his portfolio..
His algorithm triggered a "buy"

Relaks ...saham ada naik dan turun setiap hari...tapi
dan cuba bayangkan tahun depan , akan berapa harganya saham kesm ... cuba bayangkan harganya akan seperti sebelum trade war...

https://www.thestar.com.my/business/business-news/2019/12/19/trading-on-bursa-halted-at-445pm-matter-under-probe

Yes tunggu sampai 2020 , akan lihat langit...dan bulan..
Skrg baru atas bumi..

Yes, boleh lihat public announcement...

kwap adalah fund mgr yg bijak dan antara pemegang saham terbesar kesm dan penta...
Skrg kwap tengah jual sikit penta dan masuk beli balik sikit saham kesm...tahun ini /depan akan naik tuju arah langit haha

Tahun depan bila profit kesm/sunright dah berlipat ganda.... saham pun akan naik berlipat ganda...
Dulu $18/$20 ringgit....sekarang masih amat murah

dah $9 sekarang bro.. tapi tahun depan mungkin akan lagi hebat......bila profit kesm recover sepenuhnya atau berlipat ganda agaknya (?), share price pun mungkin sama-sama naik ..
skrg harap bersabar dulu dan lihat dia naik slow slow ala kura kura sikit...

dalam kategory semicon test dan burn-in, penta is the best, but harga penta tak turun byk sangat.
kesm sudah macam discount, harga durian runtuh...
apabila revenue and profit kesm increase balik tahun depan, harga kesm pun mungkin akan beransur naik ke paras yg sebelumnya...

Msia slow sikit.. sebab economy yg agak lembab
kalau lihat US dan even SG , semicon counter sudah naik double or 1 kali ganda...

US companies such as chipmaker Micron Technology and iPhone supplier Jabil Inc are already building new factories in Malaysia.

KESM is shariah compliant...KWAP may move investment there...
but penta is a good company too.. only non shariah complaint...

INVESTORS are piling into Singapore stocks exposed to the chipmaking segment, betting that the global semiconductor market has turned the corner.

Shares of counters such as UMS Holdings, AEM Holdings and Frencken Group averaged a 21 per cent gain this month, outperforming...

yes, financial results already showing much improvement.. so the worse
shld be over...share price rise should follow suit later.
now if you see, its only the start of improvement- already making like 10.5 sen a quarter.
The PE ratio will rapidly reduce, as the revenue and profit rises...

yes, $200 mil is a lot of cash backing... that's why its not the same as some other tech company...
it has cash and assets..

kesm should go up...as it has bottomed... and US and china is already close to sign their name/cartoon on the phase 1 of the trade deal document..tif u see the semiconductor index in US is already improving..
so by end of this year or next year it may go on a run up...once the revenue and profit increase..
kwap is smart.. buy on the dip...lol haha

KWAP is a long term buyer... think about the forward PE, next year or the year after...
once things improved between US and China...and their revenue and profit will be at record again...so just have to have patience

dont just look at PE now.. look or thin kabout the forward PE, next year or the year after...
once things improved between US and China...and their revenue and profit will be at record again..and the PE will be very low again.

Sunright sudah mahu jalan atas atas...
Some tech stock in sgx like aem already doubled from this year low..
So jgn tak try ...nasib di tangan anda sendiri

Yes , kesm & sunright both up...a bit

Semicon has rebounded...dont miss..

https://www.theedgemarkets.com/article/global-semicon-sales-82-qoq-3q19-us1067b-says-sia

KUALA LUMPUR (Nov 4): Worldwide sales of semiconductors rose 8.2% quarter-on-quarter to US$106.7 billion during the third quarter of 2019 (3Q19), according to the US-based Semiconductor Industry Association (SIA).