Just read my comments, Kesm's net profit is likely to jump at some point in FY2019.

Kesm's valuation should not be far from valuations of other Malaysian semiconductors. Its performance is not particularly bad.

net profit (YoY)

MMSV: -69.21%
Kesm: -15.57%
Inari: -12.98%
Unisem: -26.01%

They are liars,

Kesm's performance has not been bad. Its net profit stayed flat for one year. That's all.It's temporal.

Sunright was up 4.17% today.

CIMB' analyst forecasted that Kesm's FY2018Q3 would not be good. Kesm's net profit in FY2018Q3 plunged,

CIMB analyst's forescast about FY2018Q3 was correct.

CIMB:
“We project stronger earnings in FY19F due to improving wafer supplies but remain concerned that the escalating trade situation may affect demand.

MMSV is far more expensive.

CIMB Research raises target price for KESM to RM18.50
http://www.theedgemarkets.com/article/cimb-research-raises-target-price-kesm-rm1850

Dufu's net profit stayed flat in FY2017, but in Q2 in FY2018 its net profit surged. Kesm's net profit satyed flat for one year, but during that time vehicle electrification progressed rapidly, so it is not surprising that Kesm's net profit will surge abruptly with enough wafer supply

Your thinking is very naive. Kesm's net profit satyed flat for one year, but during that time vehicle electrification progressed rapidly, so it is not surprising that Kesm's net profit will surge abruptly with enough wafer supply. Dufu's net profit stayed flat in FY2017, but in Q2 in FY2018 its net profit surged.

No worries, Value investor would be interested in buying this stock.Kesm has the lowest valuation among Malaysian semiconductor stocks,

Maybank Asset Management launches fund that invests in Asian small-cap equities | http://www.klsescreener.com/v2/news/view/445272

Kesm has the lowest valuation among Malaysian semiconductor stocks,

Dufu's net profit stayed flat in FY2017, but Q2 in FY2018 its net profit surged.

Maybank Asset Management launches fund that invests in Asian small-cap equities | http://www.klsescreener.com/v2/news/view/445272

Tesla Says Faster Autopilot Chip Is Months Away.

The electronic “brains” that control Tesla Inc.’s Autopilot are about to get much faster. In a series of tweets responding to a report on Electrek.co Tesla CEO Elon Musk said a new chip would be installed in all new production cars in about six months that improves Autopilot performance between 500% and 2000%.

In one tweet, Musk explained the move, saying “ This is a simple replacement of the Autopilot computer. Will be done free of charge for those who ordered full self-driving.”
https://www.forbes.com/sites/edgarsten/2018/10/16/tesla-says-faster-autopilot-chip-is-months-away/#3f005a4d7e2f

FY2019 and FY2020 is likely to be very good for KESM! Record wafer shipments are expected in FY2019 and FY2020.

https://www.electronicsweekly.com/news/business/three-years-record-wafer-shipments-expected-says-semi-2018-10/
Three years of record wafer shipments expected, says SEMI

No spam please

Market_update
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Oct 18, 2018 12:44 AM | Report Abuse

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Oct 18, 2018 12:31 AM | Report Abuse

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Tesla secures Shanghai site for US$2 billion China Gigafactory
Read more at https://www.channelnewsasia.com/news/business/tesla-secures-shanghai-site-for-us-2-billion-china-gigafactory-10837014

Stocking up: Elon Musk to buy $20m in Tesla shares as manufacturing boss resign. http://www.cityam.com/265928/elon-musk-set-spend-20m-fresh-tesla-share-purchase
Teslas to get new self-driving, Autopilot chip in spring 2019
https://komonews.com/news/auto-matters/teslas-to-get-new-self-driving-autopilot-chip-in-spring-2019

sincere_analyst
https://klse.i3investor.com/servlets/cube/post/sincere_analyst.jsp

I reported sincere_analyst to the admin at i3. Please report him as well. We need cooperation

FYI

2018 Plug-In Electric Vehicle Sales Soar In U.S.
https://insideevs.com/september-2018-plug-in-ev-sales-soar-in-u-s/

2018 Plug-In Electric Vehicle Sales Soar In U.S.
https://insideevs.com/september-2018-plug-in-ev-sales-soar-in-u-s/

Electric vehicle boom is coming. This is the last chance to buy the stock at a very low price.

Tesla deliveries in Q3 doubled the deliveries in Q2. Tesla sales have been soaring.

Dow rallies by 370 points and is poised for best day in about 2 months as earnings shine

US semiconductor stocks rebounded sharply.

Festival, Kesm may hit 22 at the end of 2018.

Dow rallies by 370 points and is poised for best day in about 2 months as earnings shine

US semiconductor stocks rebounded sharply.

Almost all people here are not serious investors. Just check history of their comments, and you will find many shitty comments.

Give me a reason why any price above 10 is overvalued. If any price over 10 is overpriced for KESM, half of the current price would be appropriate for MMSV.

It's a fake Id, Goldman.

Oversold, I will buy more.

net profit (YoY)

MMSV: -69.21%
Kesm: -15.57%

No negative news, No directors have sold the comapny shares. Kwap is a net buyer of Kesm in October.Goldmann is an MMSV promoter.

Overvalued, worst Malaysian semiconductor stock

“The sales to the smart device has dropped so this year because our customers are not changing much of the flash lighting features of the smart phones planned for release this year.
Read more at https://www.thestar.com.my/business/business-news/2018/08/27/mms-ventures-expects-higher-sales-of-automotive-test-equipment/#2uq3A52Y2YvYrLyZ.99

Their business has been the same. The company cannot change from one of the best Malaysian semiconductor companies to one of the worst Malaysian semcondoctor companies.

https://klse.i3investor.com/blogs/kenangaresearch/175089.jsp

While FY18 results came in line, the generous DPS pay-out of 18.5 sen was a positive surprise. After a brief hiatus in 2H18, earnings should see a stronger comeback in 1H19 with earlier shortfall to be made up by higher utilisation and capacity expansion. Post model updates, we tweaked our FY19E earnings by -2% for house-keeping while introducing our FY20E NP of RM55.6m (+7%). All in, TP lowered to RM18.20 (15.0x FY19E PER). Maintain MP.

CIMB Research raises target price for KESM to RM18.50
http://www.theedgemarkets.com/article/cimb-research-raises-target-price-kesm-rm1850

But at the moment a lot of people with a hsitory of a lot of negative comments are posting comments here. That's all.

At least you should know how you make money...

Stock: [VITROX]: VITROX CORP BHD

Oct 16, 2018 12:43 AM | Report Abuse

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Stock: [KESM]: KESM INDUSTRIES BHD

Oct 16, 2018 12:39 AM | Report Abuse

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You are wrong, Malaysian tech stocks move different from nasdaq due to the value of USDMYR.

check the JHM stock price. It is still high. They sell automotive LED products.

You can affect the stock price for a short-term, not for a long-term,

I'm not worrying about Kesm much. Vehicle Electrification has been progressing rapidly. Its valuation is very low compared to other semiconductor stocks.

Net profit in the next quarter announcement should bel be at least 11,000K because wafer acts like buffer.

2018 Q1 net profit 11,375K, 2018 Q2 net profit 11,777K, Q3 net net profit 11,316K

In FY2018 net profit stayed around 11,000K except one quarter. This shows wafer shortage persisted throught FY2018. I forecast net profit in the next quarter announcement will be around 11,000K or better,