aiinvestor

aiinvestor | Joined since 2017-08-30

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Stock

2018-07-24 22:46 | Report Abuse

Kwap has been accumulating Kesm.

Stock

2018-06-02 11:30 | Report Abuse

Read an i3investor article, HSR, ECRL - IMPACT TO STEEL INDUSTRY, a mere 1% ?

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Stock

2018-06-02 00:15 | Report Abuse

01-Jun-2018 Insider YAM TUNKU NAQUIYUDDIN IBNI TUANKU JA'AFAR (a company director) acquired 50,000 shares at 2.100 on 31-May-2018.
01-Jun-2018 Insider YAM TUNKU NAQUIYUDDIN IBNI TUANKU JA'AFAR (a company director) acquired 50,000 shares at 2.048 on 30-May-2018.
31-May-2018 Insider DATO' LIM HONG THYE (a company director) acquired 50,000 shares at 2.038 on 30-May-2018.

Stock

2018-06-02 00:14 | Report Abuse

Value investors should be interested in cuurent prices of steel stocks.

Stock

2018-06-02 00:11 | Report Abuse

In the current market environment value investors have an edge over trend followers as the market is not bullish anymore.

Stock

2018-06-02 00:08 | Report Abuse

Value investors should be interested in cuurent prices of steel stocks. A 10-20% return will be easily achieved.

Stock

2018-06-01 08:19 | Report Abuse

MIKRO MSC BHD's P/E is high despite of continuous of bad QRs.

Stock

2018-06-01 00:27 | Report Abuse

If you think this is temporary, you can hold the stock. I think it's temporary. Being down 48.42% YoY is the worst from FY2014 onwards.Its revenue decreased 10% QoQ, but .Its revenue had continued increasing for a long time before this happened.

Stock

2018-05-31 22:21 | Report Abuse

According to CIMB, Kesm' TP is 19.20 now. CIMB may not change its TP, but It may lower its TP to 18.00.

Stock

2018-05-31 21:05 | Report Abuse

A NP Margin of 6.64% is the lowest from FY2016 to FV2018. I think its NP Margin will improve easily, so no worries. If its net profit margin has been normal, its net profit would have been down 10% or sp.

Stock

2018-05-31 20:52 | Report Abuse

Prospects
World-wide semiconductor revenue is estimated to reach USD451 billion in 2018, representing a
growth of 7.3% from USD420.4 billion in 2017. This reflects a more normal rate of growth.
The supply of materials for burn in and testing services has not been consistently smooth. Our
equipment utilisation was affected. This unexpected disruption will progressively be corrected.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5810553

Stock

2018-05-31 20:49 | Report Abuse

NP Margin decreased abruptly to 6.64% from 12,22%. This exlains why its net profit decreased abruptly.

Stock

2018-05-31 20:33 | Report Abuse

But its outlook may be good in the second half of the year. Look at MPI.After hitting 7.60 on 7 May, it has surged. The stock price is now MYR 10.00.

Stock

2018-05-31 01:53 | Report Abuse

22-Feb-2017 344,947 (revenue) 4,031 (net profit)
25-May-2018 434,802 (revenue) 17,722 (net profit)

Stock

2018-05-31 01:51 | Report Abuse

The current price is on the level the stock hit in April 2017.

Stock

2018-05-31 01:21 | Report Abuse

wow, 0.05 is coming!

Stock

2018-05-31 00:34 | Report Abuse

Like Inari Kesm's main market is in the US, not Malaysia...KLSE drop will not impact Kesm share prices very much.

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Stock

2018-05-29 23:14 | Report Abuse

Oil price has plunged.

Stock

2018-05-29 21:53 | Report Abuse

Its net profit is larger than its revenue.

Stock

2018-05-29 21:52 | Report Abuse

Its revenue decreased QoQ.

Stock

2018-05-29 00:09 | Report Abuse

There is some difference between steel and construction stocks.

Construction stocks were overbought before GE14, while steel stocks were oversold before it, so
you don't need to sell the stock at a low price.

Stock

2018-05-29 00:07 | Report Abuse

There is some difference between steel and construction stocks.

Construction stocks were overbought before GE14, while steel stocks were oversold before it, so
you don't need to sell the stock at a low price.

Stock

2018-05-28 23:43 | Report Abuse

XOX, Anzo, Asia Bio --- All of the stocls have plunged. No hope

Stock

2018-05-28 23:38 | Report Abuse

The World's Biggest Ever Semiconductor Merger May Be Back on Track, Thanks to a China Thaw

http://fortune.com/2018/05/28/qualcomm-nxp-china-regulators-trump-zte/

Stock

2018-05-28 23:15 | Report Abuse

The next QR announcement is just around the corner.

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2018-05-27 23:09 | Report Abuse

April industrial profits rose 21.9 percent from year earlier

Profit boosted by improved margins at steel, chemical sectors

https://www.bloomberg.com/news/articles/2018-05-27/china-industrial-profit-growth-accelerates-on-improved-margins

News & Blogs

2018-05-25 08:08 | Report Abuse

Malaysia’s debts and liabilities soar past trillion ringgit mark | http://www.klsescreener.com/v2/news/view/383585

News & Blogs

2018-05-25 08:05 | Report Abuse

Oil slips further below $80/bbl on talk OPEC may lift output | http://www.klsescreener.com/v2/news/view/383569

Stock

2018-05-24 20:40 | Report Abuse

Today Sunright was up 3.52%. Sunrigh was 0.82 on 2 January. Now it is 0.74.

Stock

2018-05-24 17:08 | Report Abuse

Compared to MPI, Kesm is much more attractive.

Stock

2018-05-24 17:04 | Report Abuse

The next QR announcement is in one week. Average TP 19.80

News & Blogs

2018-05-23 23:56 | Report Abuse

But Malaysian stocks will not collapse because oil price is high.

News & Blogs

2018-05-23 23:37 | Report Abuse

MPI's stock price has been already high despite of a recent bad QR announcement. Why? Because outlook of Malaysian semiconductor stocks is good in the second half of the year!!

Stock

2018-05-23 23:34 | Report Abuse

MPI's stock price has been already high despite of a recent bad QR announcement. Why? Because outlook of Malaysian semiconductor stocks is good in the second half of the year!!

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2018-05-23 23:09 | Report Abuse

Silicon wafers are the fundamental building material for semiconductors, which in turn, are vital components of virtually all electronics goods, including computers, telecommunications products, and consumer electronics.

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2018-05-23 21:41 | Report Abuse

“Nevertheless, traders may look out for trading opportunities within the consumer and technology sectors on the back of zerorisation of the GST and weaker ringgit outlook, respectively,” it said.
http://www.theedgemarkets.com/article/klci-falls-092-indexlinked-blue-...

USDMYR 3.9825
https://www.bloomberg.com/quote/USDMYR:CUR

Stock

2018-05-23 21:22 | Report Abuse

Nation in big semiconductor push

At least 46 big-budget semiconductor projects are scheduled to be built in China within two to three years, as part of the nation's broader push to reduce reliance on foreign chip manufacturing and design techniques, according to data compiled from local governments' key 2018 project plans.
http://www.ecns.cn/business/2018-05-23/detail-ifyuqkxh5543109.shtml