US semiconductor index is very bullish today. It is much more bullish than Nasdaq. Good sign
https://finance.yahoo.com/quote/%5ESOX/

US semiconductor index is very bullish today. It is much more bullish than Nasdaq. Good sign
https://finance.yahoo.com/quote/%5ESOX/

The US semiconductor index is very bullish today. Buy semiconductor stocks like KESM tomorrow!

the US semiconductor index is near a multi-year high.
https://www.marketwatch.com/investing/index/sox

The US semiconductor index is very bullish today. Buy semiconductor stocks tomorrow!

the US semiconductor index is near a multi-year high.
https://www.marketwatch.com/investing/index/sox

Very low P/E. Buy MMSV now!

After MMSV moves to the mainboard, some funds are expected to buy MMSV shares.

Gartner Says Worldwide Semiconductor Revenue Forecast to Grow 7.5 Percent in 2018
STAMFORD, Conn. -- January 15, 2018 -- Worldwide semiconductor revenue is forecast to total $451 billion in 2018, an increase of 7.5 percent from $419 billion in 2017, according to Gartner, Inc. This represents a near doubling of Gartner's previous estimate of 4 percent growth for 2018.
https://www.design-reuse.com/news/43381/2018-worldwide-semiconductor-revenue-forecast.html

Gartner Says Worldwide Semiconductor Revenue Forecast to Grow 7.5 Percent in 2018
STAMFORD, Conn. -- January 15, 2018 -- Worldwide semiconductor revenue is forecast to total $451 billion in 2018, an increase of 7.5 percent from $419 billion in 2017, according to Gartner, Inc. This represents a near doubling of Gartner's previous estimate of 4 percent growth for 2018.

https://www.design-reuse.com/news/43381/2018-worldwide-semiconductor-revenue-forecast.html

投资与心理学 - Trading and Psychology
Monday, January 15, 2018
KESM扩大资本开销．迈向智能工厂
http://tradingandpsychology.blogspot.sg/2018/01/kesm.html

On the strengthening of the ringgit against the US dollar, Lim noted that the group is not affected by the currency movement at the moment.
http://m.thesundaily.my/node/518127

The above statement implies that the next QR announcement will be very good.

Companies that will be holding meetings this week include AirAsia Bhd, Top Glove Corp Bhd, SYF Resources Bhd, Premier Nalfin Bhd, KESM Industries Bhd and Yong Tai Bhd.

http://www.theedgemarkets.com/article/week-ahead-focus-ipi-data-retail-sales-us-economic-data

DNEX!

It said growth through 2021 in the auto and IoT industries could reach 13.4 percent and 13.2 percent, respectively, far outpacing the 7.9 percent growth forecast for the rest of the semiconductor industry in the same time period.
http://www.koreaherald.com/view.php?ud=20171210000164

The Global Automotive Electronics market is estimated at $184.4 billion in 2015 and is expected to reach $380 billion by 2022 growing at a CAGR of 10.8% from 2015 to 2022.



Read more: http://m.digitaljournal.com/pr/3621462#ixzz541Kf5yLf

The Global Automotive Electronics market is estimated at $184.4 billion in 2015 and is expected to reach $380 billion by 2022 growing at a CAGR of 10.8% from 2015 to 2022.



Read more: http://m.digitaljournal.com/pr/3621462#ixzz541Kf5yLf

專注精明工廠升級　科儀維持成長步伐 | http://www.klsescreener.com/v2/news/view/329389

KESM Industries sees 2018 another good year http://m.thesundaily.my/node/518127

Kesm's prospects must be very good. Mr. Lim is a type of guy who always says
bad things as well as good things.

E&E counters among top losers after Samsung Electronics profit guidance disappoints http://www.theedgemarkets.com/article/ee-counters-among-top-losers-after-samsung-electronics-profit-guidance-disappoints

It's better to invest in Kesm as they focus on automotive application...

E&E counters among top losers after Samsung Electronics profit guidance disappoints http://www.theedgemarkets.com/article/ee-counters-among-top-losers-after-samsung-electronics-profit-guidance-disappoints

It's better to invest in Kesm as they focus on automotive application.

O&G players continue positive momentum as crude oil price hits 3-year high | http://www.klsescreener.com/v2/news/view/328577

Positive view still in play for FBM Small Cap Index, says RHB Retail Research | http://www.klsescreener.com/v2/news/view/328657

Oil marches higher on signs of massive drop in U.S. stockpiles | http://www.klsescreener.com/v2/news/view/328705

A good buy now. Collect more.

Coming

A split is a must as liqidity must be improved.

The stock price is likely to fly tomorrow.

It's not like that. Just profit taking. Wait patiently for a next rally.

23.5 tomorrow?

KESM may rise higher, says RHB Retail Research

January 08, 2018 08:30 am +08



KUALA LUMPUR (Jan 8): RHB Retail Research said KESM Industries Bhd may rise higher after it breached above the RM20.50 threshold.

In a trading stocks note today, the research house said the stock has posted another white candle and recoded a new 52-week high, thereby enhancing the bullish sentiment.

“A bullish bias may appear above the RM20.50 level, with an exit set below the RM19.00 threshold.

“Towards the upside, the near-term resistance level is at RM23.00. This is followed by the RM25.00 level,” it said.



http://www.theedgemarkets.com/article/kesm-may-rise-higher-says-rhb-retail-research

Robust demand for chips | http://www.klsescreener.com/v2/news/view/327243

22.0 tomorrow?

In my opinion it's too early for semiconductor stocks to go through price correction.
That's why the US semiconductor index dropped in December, but rebounded quickly.
The current US semiconductor index is near a multi-year high.

Semiconductor stocks may go through price correction in the second half of 2018, but it is safe to buy them and hold them at least for 6 months.

https://www.marketwatch.com/investing/index/sox

6 reasons why you should invest in KESM now

1. Malaysian stocks are very bullish. KLCI was up 0.81%.

2. Global semiconductor sales in November 2017 were at their highest at US$37.7 billion (RM151.11 bilion) (+21.5% year-on-year [y-o-y], +1.6% month-on-month [m-o-m]).
Broad-based double-digit growth continued to be observed across all regions. The strongest was recorded by the Americas (+40.2% y-o-y). KESM has business dealings with virtually all the American semiconductor manufacturers. The next QR announcement must be very good.

3. 2018 CIMB (small cap)' s top pick : KESM

4. KESM focuses on automotive application, where they can see resilient sales in the future due to the increasing semiconductor content per vehicle as well as growing demand for advanced vehicle safety and comfort systems.

5. split and bonus issue near future?

6 AGM on Thursday

MR TAN HOCK HIN (a company director) acquired 60,000 shares on 03-Jan-2018.

http://m.themalaymailonline.com/money/article/bursa-bull-run-to-continue-next-week

http://m.themalaymailonline.com/money/article/bursa-bull-run-to-continue-next-week

For automotive, the Outsourced Semiconductor Assembly and Test (OSAT) players in Malaysia have revealed that their respective automotive segments are still seeing resilient sales due to the increasing semiconductor content per vehicle as well as growing demand for advanced vehicle safety and comfort systems.

Nomura: Malaysia election seen between March and May 2018 | http://www.klsescreener.com/v2/news/view/326813

Dnex

http://www.sinchew.com.my/node/1716548

Global semiconductor sales in November 2017 were at their highest at US$37.7 billion (RM151.11 billion) (+21.5% year-on-year [y-o-y], +1.6% month-on-month [m-o-m]).
Broad-based double-digit growth continued to be observed across all regions. The strongest was recorded by the Americas (+40.2% y-o-y)

2018 Broker's top pick.

Semiconductor stocks

KESM
Inari
Unisem

2018 Broker's top pick.

Semiconductor stocks

Inari
KESM
Unisem

https://klse.i3investor.com/blogs/kianweiaritcles/143271.jsp

2018 Broker's top pick.

Semiconductor stocks

KESM
Inari
Unisem

https://klse.i3investor.com/blogs/kianweiaritcles/143271.jsp

2018 Broker's top pick. Great!

Semiconductor stocks

KESM
Inari
Unisem

https://klse.i3investor.com/blogs/kianweiaritcles/143271.jsp

2018 Broker's top pick.

Semiconductor stocks

KESM
Inari
Unisem

https://klse.i3investor.com/blogs/kianweiaritcles/143271.jsp

2018 Broker's top pick.

Semiconductor stocks

Inari
KESM
Unisem

https://klse.i3investor.com/blogs/kianweiaritcles/143271.jsp

On Friday Nasdaq and the US semiconductor index were bullish! Buy Kesm on Monday! RM 21.8 - 22.4 by the AGM would be an easy target!

AGM :11 Jan 2018

What's your strategy for 2018? Some semiconductor stocks have been overbought. Avoid those stocks. Why? They may go through price correction later. What's a good buy? Kesm is definitely a good buy. It's not overbought. The growing automotive segment will contributes to Kesm's sales.