The Fed does not think the US will go into a recession.

https://www.thepublicopinion.com/business/associated_press/global-semiconductor-sales-in-september-up-percent-year-to-year/article_40a4367f-e409-504d-b623-9f433a9ab868.html

Year-to-year sales in September were up across every
major product category and regional market, with sales into China and the Americas
continuing to lead the way."

Year-to-year sales in September were up across every
major product category and regional market, with sales into China and the Americas
continuing to lead the way."

"Three-quarters of the way through 2018, the global semiconductor industry is on pace to post its highest-ever annual sales, comfortably topping last year's record total of $412 billion," said John Neuffer, president and CEO, Semiconductor Industry Association. "While year-to-year growth has tapered in recent months, September marked the global industry's highest-ever monthly sales, and Q3 was its top-grossing quarter on record. Year-to-year sales in September were up across every major product category and regional market, with sales into China and the Americas continuing to lead the way."

Regionally, sales increased compared to September 2017 in China (26.3 percent), the Americas (15.1 percent), Europe (8.8 percent), Japan (7.2 percent), and Asia Pacific/All Other (2.4 percent). Sales were up compared to last month in the Americas (6.0 percent), China (1.8 percent), and Europe (1.2 percent), but down slightly in Asia Pacific/All Other (-0.1 percent) and Japan (-0.6 percent).
https://www.thepublicopinion.com/business/associated_press/global-semiconductor-sales-in-september-up-percent-year-to-year/article_40a4367f-e409-504d-b623-9f433a9ab868.html

Ford
one month ago : USD 9.23
Now : USD 8.98

Kesm
one month ago : MYR 17.00
Now: MYR 10.00

Oversold. It should move back to 15.00 before the next QR announcement.

Rate hikes and severe damage by tariffs do not happen at the same time, but investors sometimes got affected by the Fed and sometimes got affected by tariffs. Investors have not been rational for the past few months.

This is the best time to buy stocks since Trump’s election, says Wells Fargo

https://www.marketwatch.com/story/end-of-easy-but-the-best-time-to-buy-stocks-since-nov-2016-says-wells-fargo-2018-10-26

Great

This is the best time to buy stocks since Trump’s election, says Wells Fargo

https://www.marketwatch.com/story/end-of-easy-but-the-best-time-to-buy-stocks-since-nov-2016-says-wells-fargo-2018-10-26

Daimler and Geely form ride-hailing joint venture in China
Read more at https://www.channelnewsasia.com/news/business/daimler-and-geely-form-ride-hailing-joint-venture-in-china-10859894

Analysts' previous views were that automotive semiconductor companies would perform worst among semiconductor companies because they get affected by weaker performance of automotive companies. But contrary to that, automotive semiconductor companies have grown faster than other semiconductor companies because of a surging demand for vehicle electrification.
---

TEXAS INSTRUMENTS PRESS RELEASE.

On the call, management also gave color on its third-quarter growth in end markets:

Industrial: increased by upper single digits
Automotive: increased by double digits
Personal electronics: declined by mid-single digits
Communications: increased by low single digits

Analysts' previous views were that automotive semiconductor companies would perform worst among semiconductor companies because they get affected by weaker performance of automotive companies. But contrary to that, automotive semiconductor companies have grown faster than other semiconductor companies because of a surging demand for vehicle electrification.

A rare good chance of buying stocks comes once in a few years. If you buy stocks at such time and hold them for a few years, you will get a huge profit. Now some of the semiconductor stocks including Kesm are extremely cheap.

People's views change as time passes. They will be updated with new data. Don't assume the old view will persist for a long time.

Semiconductor stocks plunged because some analysts forecasted that sales of semiconductor companies might plunge due to their their cyclicality. That is almost the same meaning as "The economy may plunge due to their cyclicality." Semiconductor is a barometer for the economy. The FED was thinking about increasing the speed of raising interests. That means the Fed did not think the economy would plunge in the future. Don't trust stupid analysts.

Trump is a person who cares much about stock prices. I don't know what Trump means by a win in the trade war. But trump once said somehing like this.

"US stocks have been rising, while Chinese stock have been plunging." "America is winning the trade war."

I belive Trump will lower tariffs against China, if US stocks plunge in the future.

Tesla Model 3 Is Best Selling Car In USA In Terms Of Revenue (Again), Nearly Double #2 Toyota Camry’s Revenue — #CleanTechnica Report
https://cleantechnica.com/2018/10/24/tesla-model-3-is-best-selling-car-in-usa-in-terms-of-revenue-again-nearly-double-2-toyota-camrys-revenue/

Semiconductor stocks plunged because some analysts forecasted that sales of semiconductor companies might plunge due to their their cyclicality. That is almost the same meaning as "The economy may plunge due to their cyclicality." Semiconductor is a barometer for the economy. The FED was thinking about increasing the speed of raising interests. That means the Fed did not think the economy would plunge in the future. Don't trust stupid analysts.

Ford stock sees biggest increase since 2011 after earnings report

https://www.freep.com/story/money/cars/2018/10/25/ford-stock-increase/1764255002/

It's good time to buy oversold semiconductor stocks like KESM.

1. Global Semiconductor Sales in September Up 13.8 Percent Year-to-Year
Q3 sales are highest on record, 4.1 percent more than previous quarter, 13.8 percent higher than Q3 of last year.

2. Ford's last QR was very good.

3. Tesla's sales surged.

4. Texas Instrument's last QR shows the automotive semiconductor segment has grown most.

5. Analyst were wrong about semiconductor stocks in general and automotive semiconductor stocks.

Automotive semiconductor sales have grown most because a demand for vehicle electification has been surging!

----

TEXAS INSTRUMENTS PRESS RELEASE.

On the call, management also gave color on its third-quarter growth in end markets:

Industrial: increased by upper single digits
Automotive: increased by double digits
Personal electronics: declined by mid-single digits
Communications: increased by low single digits

Global Semiconductor Sales in September Up 13.8 Percent Year-to-Year
Q3 sales are highest on record, 4.1 percent more than previous quarter, 13.8 percent higher than Q3 of last year

https://www.prnewswire.com/news-releases/global-semiconductor-sales-in-september-up-13-8-percent-year-to-year-300738812.html

Look at the link below. Kesm is very promissing.

https://klse.i3investor.com/servlets/forum/600179697.jsp

It's good time to buy oversold semiconductor stocks like KESM.

1. Global Semiconductor Sales in September Up 13.8 Percent Year-to-Year
Q3 sales are highest on record, 4.1 percent more than previous quarter, 13.8 percent higher than Q3 of last year.

2. Ford's last QR was very good.

3. Tesla's sales surged.

4. Texas Instrument's last QR shows the automotive semiconductor segment has grown most.

5. Analyst were wrong about semiconductor stocks in general and automotive semiconductor stocks.

https://klse.i3investor.com/servlets/forum/600179697.jsp

good!

https://klse.i3investor.com/servlets/forum/600179697.jsp

VW CEO says they’ll have ‘EVs as good as Tesla’s for half the price by 2020’
https://electrek.co/2018/10/26/vw-ceo-electric-vehicle-tesla-half-price-2020/


57% individuals ready to switch to electric vehicles: report.
https://www.livemint.com/Industry/SC0LjPqDjItPC2djFp1XsL/57-individuals-ready-to-switch-to-electric-vehicles-report.html

Automotive semiconductor sales have grown most because a demand for vehicle electification has been surging!

TEXAS INSTRUMENTS PRESS RELEASE.

On the call, management also gave color on its third-quarter growth in end markets:

Industrial: increased by upper single digits
Automotive: increased by double digits
Personal electronics: declined by mid-single digits
Communications: increased by low single digits

Ford stock sees biggest increase since 2011 after earnings report


https://www.freep.com/story/money/cars/2018/10/25/ford-stock-increase/1764255002/

Haha

Ford stock sees biggest increase since 2011 after earnings report
https://www.freep.com/story/money/cars/2018/10/25/ford-stock-increase/1764255002/

A rare good chance of buying stocks comes once in a few years. If you buy stocks at such time and hold them for a few years, you will get a huge profit. Now some of semiconductor stocks are extremely cheap.

Analog/Mixed Signal Semiconductor Outlook: Growth Remains Steady
https://www.zacks.com/commentary/188538/analogmixed-signal-semiconductor-outlook-growth-remains-steady

Are you good at bottom fishing?

The super cycle for semiconductor stocks is not nearing its end.

TEXAS INSTRUMENTS PRESS RELEASE.

On the call, management also gave color on its third-quarter growth in end markets:

Industrial: increased by upper single digits
Automotive: increased by double digits
Personal electronics: declined by mid-single digits
Communications: increased by low single digits

Analaysts are wrong again!

Global Semiconductor Sales in September Up 13.8 Percent Year-to-Year
Q3 sales are highest on record, 4.1 percent more than previous quarter, 13.8 percent higher than Q3 of last year

Analysts are wrong again.

https://www.prnewswire.com/news-releases/global-semiconductor-sales-in-september-up-13-8-percent-year-to-year-300738812.html

VW CEO says they’ll have ‘EVs as good as Tesla’s for half the price by 2020’
https://electrek.co/2018/10/26/vw-ceo-electric-vehicle-tesla-half-price-2020/

EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 40,000 shares on 23-Oct-2018.

Ford shares jump more than 8 percent on strong earnings and more details of its turnaround plans
https://www.cnbc.com/2018/10/25/ford-shares-jump-more-than-4-percent-on-strong-earnings.html

Many people here can be found at https://klse.i3investor.com/servlets/stk/0097.jsp

As US automotive stocks plunged, KESM plunged, but don't forget that a weaker auto sales can be offset by a stronger demand for vehicle electrification.

Kesm is likely to hit 15 before the next QR announcement.

Good outlook on Kesm in the annual report

Kesm may get affected by Ford and electric vehicle stocks like Tesla.
Every stock has a bottom.

Kesm annual report

MAINTAINING THE #1 SPOT IN THE RACE

We are ready to move faster. The market volume of
the automotive integrated chips “IC” is expected to
grow by 18.5 percent to reach US$32.3 billion in 2018.
This market is expected to expand at a compound
annual growth rate “CAGR” of 12.5 percent between
2017 and 2021, reaching US$43.6 billion in 2021.
The uncertain effects of the global trade war have
yet to be felt in our industry. However, if these were
to happen, our customers may control their supplies
by tightening their inventories. This would reduce
the flow of volumes to our planned capacities.

Today Ford has rebounded.

Annual report
http://malaysiastock.biz/Company-Announcement.aspx?id=1095048

Kesm's sale in China will surge in the long-run. Vehicle electrificatin will increase steadily in China.

Why Dyson picked Singapore to build its electric cars
https://www.straitstimes.com/business/companies-markets/why-dyson-picked-singapore-to-build-its-electric-cars

Overdone. Time to rebound, Kesm' annual report will be published this week.
A demand Vehicle electrification is about to surge.