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2017-10-14 16:10 | Report Abuse
forecast revenue RM1bil...FY2019/20...page 24
2017-10-11 18:22 | Report Abuse
hopefully it will trade at PER 35.....maybe next 2 years
2017-09-21 15:20 | Report Abuse
apolloang, time is precious,don't waste it.
2017-09-21 15:13 | Report Abuse
my average cost below 7.00..now i put KESM into my safe already.
2017-09-21 14:56 | Report Abuse
i dreamed RM40.00 in 5 yrs time...
2017-08-23 18:58 | Report Abuse
give SAM 2 yrs.you will be well rewarded, i believe.
2017-08-14 14:17 | Report Abuse
just hold and waiting for next QR.
2017-07-06 15:02 | Report Abuse
I decide to keep for another 3 yrs from now!
2017-06-30 17:14 | Report Abuse
and dont forget SAM too,big potential
2017-06-15 12:43 | Report Abuse
anyone can please update..
2017-06-15 12:42 | Report Abuse
don't know how's the progress of the new plant?
2017-06-13 15:12 | Report Abuse
div payout 47.29%.. not bad la..
2017-06-07 11:28 | Report Abuse
always keep in mind,we are here to make money.
2017-06-05 21:16 | Report Abuse
Dear valued clients,
I will start both TA and FA online courses simultaneously in June 2015. They will be repeated in July 2015.
Special note:
Please note that this article is restricted for private reading only, you are not allowed to post it or reproduce it on any public forum or media.
Oversea markets
All Asian markets are mixed. Taiwan, Japan and Korea markets are bullish only. USA markets are bearish.All European markets are mixed. CAC and DAX are bullish.
Bullish is defined as the index must crossed 20 Days EMA.
Super bullish means index must cross 200 days SMA.
KLSE Index
All KLSE indexes are bearish except :
Ind-Prod is bullish
Bullish is defined as the index must crossed 20 Days EMA.
Super bullish means index must cross 200 days SMA.
The below KLSE indexes are still above 200 days MA.
Technology
Ind-Prod
Bull market is defined as the index must cross 200 Days SMA.
Strategy
KLSE is still bearish except the Technology and Ind-Prod Indexes are bullish.My strategy is not suitable for short term trading or contra, it is suitable to Buy and Hold for 3 to 6 months.My strategy is TA comes first, FA comes second. I must adhere to this rule all the times.All stocks in my watch list must be very good in Fundamental.Focus on Technology and Ind-Prod stocks.Stocks to watch
The stock marked red colour are my favourite stocks.
StockBreakoutTarget priceGain %Stop lossKESM3.827.1888%3.38Geshen0.761.0538%0.65Penta0.7450.9426%0.62HoldFrontkn0.2550.3225%0.18HoldCentury0.951.1117%0.80Hold
2017-06-05 21:07 | Report Abuse
to be fair,mr.OTB did recommend KESM around RM3.8 to his subscriber during june or july 2015.
2017-06-05 16:35 | Report Abuse
you mean can reach RM115.00/share in 5 years time? wah! give you 2 likes:)
2017-06-05 15:21 | Report Abuse
maybe the time frame to achieve RM 1 Billion will be faster...hope in 2-3years's time from now.
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
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
2017-06-03 18:45 | Report Abuse
CAPEX of RM82-90mil for capacity expansion and maintenance.
2017-06-03 18:39 | Report Abuse
appreciation of Ringgit not much affected. refer to the above news.
2017-06-02 16:05 | Report Abuse
you are right if you are targeting 10% profit.
2017-06-02 15:27 | Report Abuse
market really give chance for those still want to buy in at current price level..
2017-06-02 12:56 | Report Abuse
last 1-2 years trade at 5-6PER, now 15-20PER, acceptable.
2017-05-31 18:19 | Report Abuse
4quarters rolling EPS at only 3.76sen...selling at 48PER...too expensive
2017-05-31 17:56 | Report Abuse
buy now and put in safe...open in 2019
2017-05-19 16:35 | Report Abuse
janji good business and good profit... i will continue to hold
2017-05-19 12:06 | Report Abuse
good sharing,thank you..invest and relax.
2017-05-17 13:18 | Report Abuse
EPS will be diluted..for this coming QR due to share split.
Stock: [SAM]: SAM ENGINEERING & EQUIPMENT
2017-10-16 18:04 | Report Abuse
need some patience.