Samsung just warned about weak display panel demand — that could be bad news for the iPhone X

https://www.cnbc.com/2018/04/26/samsung-warns-about-slowdown-in-global-smartphone-market.html

Sluggish demand for smartphones to persist
https://www.khaleejtimes.com/technology/sluggish-demand-for-smartphones-to-persist

I always check a long-term trend of a company's financial results.A short-term trend is something like the trees. A long-term trend is something like the forest.

Many people cannot see the forest for the trees.

<Very important message> Attention please!

I'm interested in a long-term trend of Kesm. Kesm's financial results have been more stable than you may think.

In FY208Q3 Kesm's revenue dropped compared to the previous quarter, but before that, Kesm's revenue had increased in 13 consecutive quarters!!

That's because a demand for vehicle electrification has been surging, so you can still expect Kesm's revenue will increase consecutively for a long time.

This is why I'm not worried about Kesm at all.

From next Monday automotive semiconductor stocks are likely to perform better than stocks of semiconductor for smart phones due to a decreasing demand for smart phones.

Analysts are now very bullish about automotive semiconductor stocks. Read the below.
------
The company will continue to benefit from its exposure in the automotive segment which offers bright prospects, backed by rising global light vehicle sales and growth in semiconductor content in automobiles. Furthermore, MPI’s strong net cash position opens up opportunities for the group to acquire new technologies, particularly in the automotive space.
https://klse.i3investor.com/servlets/ptres/47789.jsp

1Q19 CNP is within our expectation but beat consensus’. No changes made to our earnings estimates. A better prospect is imminent backed by cleaner portfolio alongside better earnings quality from Automotive-centric business. MPI offers the best value proposition amongst all, in our view, following its unjustifiably cheap valuation, all against its improving earnings profile which warrants a 2-year CNP of 8%. Upgrade to OP with an unchanged TP of RM12.20.
https://klse.i3investor.com/servlets/ptres/47780.jsp

Meanwhile, higher contribution of sensors-related packaging business from the Automotive side will lend strength to prospects. All in, this should help the group to weather through the industry slowdown. Meanwhile, 2H19 should see meaningful contribution from its new high-margins products, i.e. MEMS, Copper clips and Flipchips (for application in Automotive sensors and Industrial segments), which should drive management’s previous assumption of 5% growth in USD terms. We made no changes to our 6% USD sales growth in FY19 for now.
https://klse.i3investor.com/servlets/ptres/47780.jsp

From next Monday automotive semiconductor stocks are likely to perform better than stocks of semiconductor for smart phones due to a decreasing demand for smart phones.

Analysts are now very bullish about automotive semiconductor stocks. Read the below.

The company will continue to benefit from its exposure in the automotive segment which offers bright prospects, backed by rising global light vehicle sales and growth in semiconductor content in automobiles. Furthermore, MPI’s strong net cash position opens up opportunities for the group to acquire new technologies, particularly in the automotive space.
https://klse.i3investor.com/servlets/ptres/47789.jsp

1Q19 CNP is within our expectation but beat consensus’. No changes made to our earnings estimates. A better prospect is imminent backed by cleaner portfolio alongside better earnings quality from Automotive-centric business. MPI offers the best value proposition amongst all, in our view, following its unjustifiably cheap valuation, all against its improving earnings profile which warrants a 2-year CNP of 8%. Upgrade to OP with an unchanged TP of RM12.20.
https://klse.i3investor.com/servlets/ptres/47780.jsp

Meanwhile, higher contribution of sensors-related packaging business from the Automotive side will lend strength to prospects. All in, this should help the group to weather through the industry slowdown. Meanwhile, 2H19 should see meaningful contribution from its new high-margins products, i.e. MEMS, Copper clips and Flipchips (for application in Automotive sensors and Industrial segments), which should drive management’s previous assumption of 5% growth in USD terms. We made no changes to our 6% USD sales growth in FY19 for now.
https://klse.i3investor.com/servlets/ptres/47780.jsp

Good news

From now on automotive semiconductor stocks are likely to perform better than stocks of semiconductor for smart phones due to a decreasing demand for smart phones.

Analysts are now very bullish about automotive semiconductor stocks. Read the below.

The company will continue to benefit from its exposure in the automotive segment which offers bright prospects, backed by rising global light vehicle sales and growth in semiconductor content in automobiles. Furthermore, MPI’s strong net cash position opens up opportunities for the group to acquire new technologies, particularly in the automotive space.
https://klse.i3investor.com/servlets/ptres/47789.jsp

1Q19 CNP is within our expectation but beat consensus’. No changes made to our earnings estimates. A better prospect is imminent backed by cleaner portfolio alongside better earnings quality from Automotive-centric business. MPI offers the best value proposition amongst all, in our view, following its unjustifiably cheap valuation, all against its improving earnings profile which warrants a 2-year CNP of 8%. Upgrade to OP with an unchanged TP of RM12.20.
https://klse.i3investor.com/servlets/ptres/47780.jsp

Meanwhile, higher contribution of sensors-related packaging business from the Automotive side will lend strength to prospects. All in, this should help the group to weather through the industry slowdown. Meanwhile, 2H19 should see meaningful contribution from its new high-margins products, i.e. MEMS, Copper clips and Flipchips (for application in Automotive sensors and Industrial segments), which should drive management’s previous assumption of 5% growth in USD terms. We made no changes to our 6% USD sales growth in FY19 for now.
https://klse.i3investor.com/servlets/ptres/47780.jsp

Automotive semiconductor stocks are likely to perform better than stocks of semiconductor for smart phones due to a decreasing demand for smart phones....

Automotive semiconductor stocks are likely to perform better than stocks of semiconductor for smart phones due to a decreasing demand for smart phones.

Don't try to manipulate the stock price.

Kesm's net profit decreased only 15.57% YoY.. From over 20 to 5 within one year? Hahaha

Just compare a demand for vehicle electrification now and two years ago. You will not reach such a conclusion.

Even if car sales drop, a demand for vehicle electrificstion will continue surging, so Kesm's profit will surly surge at some point with recovering car sales. That's the most importsnt thing for Kesm.

I just monitor a wafer utilization rate and a demand for vehicle electrification. I don't mind short term fluctation as long as i'm optimistic about the two things above.

Kesm will rebound quickly as long as a demand for vehicle electrification does not plunge.

Why are you saying it is possible to move back to 5.00 considering growth of a demand for vehicle electrification?

Big downtrend? It's just short-term fluctation without any updated financial results. You should see a big picture. Automobile semiconductor has a very bright prospect. A demand for vehicle electrification has been surging.

Third Quarter Silicon Wafer Shipments Increase, Set New Quarterly Record

...

Milpitas, Calif. — November 7, 2018 — Worldwide silicon wafer area shipments increased during the third quarter 2018, surpassing record second quarter 2018 area shipments to set another all-time high, according to the SEMI Silicon Manufacturers Group (SMG) in its quarterly analysis of the silicon wafer industry.

https://www.design-reuse.com/news/45111/q3-2018-silicon-wafer-shipments.html

It's too late to sell the stock. Hold it until the next QR announcement, which is within two weeks,

dompeilee's another name is Mosiong Wong
haha

dompeilee's another name is Mosiong Wong

dompeilee is jobless. Check his message.

dompeilee

Stock: [GENM]: GENTING MALAYSIA BHD

Nov 8, 2018 03:12 PM | Report Abuse

I'm 'jobless' too, but successfully sold at least ONE profitable stock(either in MY/SG/HK/JP/US) every single trading session since 10th Jan '17 =)
https://klse.i3investor.com/servlets/cube/post/dompeilee.jsp

dompeilee

Stock: [GENM]: GENTING MALAYSIA BHD

Nov 8, 2018 03:12 PM | Report Abuse

I'm 'jobless' too, but successfully sold at least ONE profitable stock(either in MY/SG/HK/JP/US) every single trading session since 10th Jan '17 =)
https://klse.i3investor.com/servlets/cube/post/dompeilee.jsp

dompeilee is jobless. He tries to promote irrevant stocks everyehere. Check his messages.

Third Quarter Silicon Wafer Shipments Increase, Set New Quarterly Record

---

https://www.design-reuse.com/news/45111/q3-2018-silicon-wafer-shipments.html

Just compare valuations of Malaysian semiconductor stocks.

Kesm is the most undervalued semiconductor stock in Bursa. American automobile and semiconductor stocks rebounded, but Kesm has not rebounded yet.

People here never show up here when the stock is bullish. You should know their motivation to stay here.

No one can predict Kesm's short-term financial results. It's foolish to continue underestimating Kesm's outlook.

It's about time for Kesm to surge.

China October exports surprisingly strong in race to beat higher U.S. tariffs
https://www.reuters.com/article/us-china-economy-trade/china-october-export-growth-surprisingly-strong-in-race-to-beat-higher-u-s-tariffs-idUSKCN1ND0B6

Don't get affected by people here. They only have an impact on the stock for a short time.

Foreign funds make strong comeback to Bursa http://m.thesundaily.my/node/588762

https://www.fool.com/investing/2018/11/03/boeing-sees-a-doubling-in-global-freight-3-stocks.aspx

Foreign funds net buyers at Bursa after four straight weeks of selling — MIDF http://www.theedgemarkets.com/article/foreign-funds-net-buyers-bursa-after-four-straight-weeks-selling-—-midf

Malaysia Sept 2018 exports up 6.7%, trade surplus highest since Oct 2008 http://www.theedgemarkets.com/article/malaysia-sept-2018-exports-67-trade-surplus-highest-oct-2008

安裕资源合理价多少？ http://www.sinchew.com.my/node/1809846/安裕资源合理价多少？

Bursa Malaysia likely to trade favourably next week http://www.thesundaily.my/news/2018/11/03/bursa-malaysia-likely-trade-favourably-next-week

CIMB Research lowers target price for Unisem to RM3.30 | http://www.klsescreener.com/v2/news/view/451612

Sales from China are 15% of total sales. The rest are mostly from the US.

The Philadelphia semiconductor index jumped 4.2 percent, its biggest one-day percentage gain since March. Intel surged 5.2 percent and gave the biggest single-stock boost to the S&P 500.

Chip stocks also gained following a brokerage upgrade of Nvidia shares and a better-than-expected report from chip-gear maker KLA-Tencor. Nvidia shares jumped 9.4 percent and KLA-Tencor shares rose 7.6 percent.

Wow, check stock prices of car companies like VW and Ford. Car companies have a strong momentum now! https://www.bloomberg.com/quote/VOW:GR

Check stock prices of car companies like VW and Ford. Car companies have a strong momentum now! https://www.bloomberg.com/quote/VOW:GR

China's proposed car-tax cut brings relief to investors, dealers | http://www.klsescreener.com/v2/news/view/450100

Globetronics 3Q profit up 64% on better utilisation of resources | http://www.klsescreener.com/v2/news/view/450190

10.00 is a support line.

Ford and German auto makers like VW were up.

www.bloomberg.com/amp/news/articles/2018-10-29/china-regulator-is-said-to-propose-50-cut-to-car-purchase-tax

China Regulator to Propose 50% Cut to Car Purchase Tax

Globl stocks are up today.