Posted by BigPro > 2019-10-18 10:46 | Report Abuse

D&O and KESM are prime proxies for the automotive market recovery. Among our coverage, D&O (MP; TP: RM0.720) and KESM (OP; TP: RM8.70) have automotive-centric portfolio (>90% and >80% of revenue, respectively). Apart from the duo, our outsourced semiconductor assembly and test (OSAT) players (MPI and Unisem) have also been realigning their portfolios in the past 1-2 years with capex skewing towards the automotive segment (e.g. sensors packaging, advanced vehicle safety systems), providing them opportunities to also capitalise on the automotive market recovery and its exciting long-term prospects. MPI (OP; TP: RM12.10) has shown increased contribution from automotive sensor-related packaging products with 32% share in 2QCY19 vs. 24-25% in FY17, and it targets to grow this to 50% in 2-3 years. Furthermore, its prospect is more closely tied to the automotive players in Europe which has already seen positive passenger car registrations for September 2019.

Posted by Kadir > 2019-10-18 15:39 | Report Abuse

Good news article

Posted by akupolitikkk > 2019-10-18 17:04 | Report Abuse

From 7.72-7.62, 10sen hilang aiyoyo kesian

Posted by cefiro22 > 2019-10-21 09:11 | Report Abuse

Good start...opening bell on top 30 , and further buying at 7.72....will it keep up,?... sure will!

Posted by GooShen > 2019-10-21 10:03 | Report Abuse

Haters all not Happy seeing me call buy below 7.00
And now 7.83. Already say is bottom and can buy as much as you can. They still want to hug Penta that is already sky high. Really poor man thinking. Me the excellent GooShen only share accurate info with followers that trust me

Posted by GooShen > 2019-10-21 10:41 | Report Abuse

7.93 now, earn big big !!!

Posted by value88 > 2019-10-21 11:20 | Report Abuse

KESM started to move liao :)
This is even before its quarterly earnings result to show meaningful improvement.
The stock market is indeed a forward looking indicator.
The automotive market has hit the bottom in 1H2019, and will continue to recover in quarters or years to come. If trade tension can settle, that will be another big catalyst.
Do not forget KESM was once a RM20+ per share stock back in year 2017. If its earnings can recover to level in 2017, you can imagine KESM's stock price upside potential from <RM8 now.

When it moves, it can move "fiercely" as what I can see in its historical price trend. Its number of shares are not much, and therefore, stock price can be pushed up very fast.

Posted by Kadir > 2019-10-21 11:50 | Report Abuse

Absolutely correct correct

Posted by kingcobra > 2019-10-21 11:57 | Report Abuse

going for RM 9?

Posted by cefiro22 > 2019-10-21 16:07 | Report Abuse

congrats to all who have faith and know what KESM is all about....not just float a TP=3/- or a ridiculous TP=30/-..extremes w/o doing their "homework"...Tks BigPro!
21/10/2019 12:02 PM

Posted by Kadir > 2019-10-21 17:14 | Report Abuse

8

Posted by Hush77 > 2019-10-21 17:40 | Report Abuse

relaks relaks...
show just starting...
dont forget its forgotten parent also...sunright..

Posted by Hush77 > 2019-10-21 17:42 | Report Abuse

Worse of the trade war is over.. when vice premier liu shake donald duck hand at whitehouse...
so its a strong confirmation that the bottom has been reach..
Now it is starting to change course to go higher..

Posted by Kadir > 2019-10-21 17:50 | Report Abuse

Hush77.. hopeful trade war ends soon. Christmas coming

Posted by Hush77 > 2019-10-22 10:40 | Report Abuse

next year cld see more orders from the auto chips maker...once the uncertainty is removed...
the worse of trade war shld be over..

trump and xi will sign the agreement for phase 1 deal..next month..

Trump says 'phase 1' China trade pact on track for November.

Posted by GooShen > 2019-10-22 11:41 | Report Abuse

Excellent!! Fly high !!

Posted by freddiehero > 2019-10-22 11:41 | Report Abuse

r u ready?

Posted by cefiro22 > 2019-10-22 16:11 | Report Abuse

..yes...as the saying goes>>"slowly, slowly, catch the monkey"...sell n make money...Looks like the start of many exciting games to come with their first quarterly report to come...whatever!

Posted by cefiro22 > 2019-10-22 16:16 | Report Abuse

oops*^#!... suddenly saw that it is as of now, second top gainer at +48 sen below carlsberg top gainer at +52sen with only 61,000 shares traded.

Posted by leekh5555 > 2019-10-22 17:17 | Report Abuse

KWAP start buying,hope they buy more...

Posted by GooShen > 2019-10-22 20:26 | Report Abuse

Only me dare to say keep and add more when below 7.00 and many haters attack me teasing me recommend bad stock. Now they all disappear and yet everyday worry their all time high counter will retrace.

Posted by cefiro22 > 2019-10-23 09:34 | Report Abuse

please...no such thing as "trap"...those trapped have to only themselves to blame.....for following like lemmings....cheers to KESM!

Posted by BigPro > 2019-10-23 09:56 | Report Abuse

Bad, negative and emotional comment mean they want to buy at low when price drop...

Posted by BigPro > 2019-10-23 11:40 | Report Abuse

I'm working in Semiconductor industry for European company and mainly produce components for automotive customers worldwide. The demand are very strong from last qtr. and keep increasing. KESM is our vendor where the Burn In proses done and this is a requirement by all our Automotive customers such as BOSCH, CONTI, DENSO, DEPHLI, UES, HITACHI etc.
We not see any loading issue but the Burn In become bottleneck....

Posted by Kawkaw > 2019-10-23 12:05 | Report Abuse

Buy kesm good n excellence stock
Talk less buy more

Posted by Hush77 > 2019-10-24 18:49 | Report Abuse

There cld be higher demand in automotive sector after they restock in anticipation for next year recovery..

Posted by Kadir > 2019-10-26 09:55 | Report Abuse

Kesm quite stable..big brother sunright spore..hve stake

Posted by Kawkaw > 2019-10-26 21:46 | Report Abuse

Haa...
Small brother Kadir... even big brother no use if have no money to support...
Ask big brother to push...
Let see next week... south or north

However I still positive thinker for kesm

Posted by loonginv > 2019-10-26 22:09 | Report Abuse

gooshen, good job. I'm not like you, sour grape......

Posted by Kawkaw > 2019-10-29 23:57 | Report Abuse

Hmmm...
Sunset for kesm... sunrise see what happen tomorrow

Posted by Kadir > 2019-10-30 09:48 | Report Abuse

Profit taking, realignmnt

Posted by BigPro > 2019-10-30 09:49 | Report Abuse

Yes it is normal...

Posted by BigPro > 2019-10-30 17:55 | Report Abuse

https://www.digitimes.com/news/a20191028PD205.html

Posted by Kadir > 2019-10-31 15:30 | Report Abuse

Not sure kesm will benefit

Posted by BigPro > 2019-11-01 12:04 | Report Abuse

KESM also have operation in Tianjin, China

Posted by Hush77 > 2019-11-02 07:22 | Report Abuse

Good news for all tech..including kesm..
Nasdaq at highest level..
https://www.thestar.com.my/business/business-news/2019/11/02/sp-500-nasdaq-set-records-on-jobs-data-trade-headway

Posted by cat lim > 2019-11-02 19:15 | Report Abuse

Base on chart will go 10 soon

Posted by Hush77 > 2019-11-04 10:23 | Report Abuse

yes, recent news on trade between china and US, should be positive for kesm and sunright which are in the tech or semiconductor sector

Posted by Hush77 > 2019-11-04 12:37 | Report Abuse

Semicon has rebounded...dont miss..

https://www.theedgemarkets.com/article/global-semicon-sales-82-qoq-3q19-us1067b-says-sia

KUALA LUMPUR (Nov 4): Worldwide sales of semiconductors rose 8.2% quarter-on-quarter to US$106.7 billion during the third quarter of 2019 (3Q19), according to the US-based Semiconductor Industry Association (SIA).

Posted by Kadir > 2019-11-04 16:26 | Report Abuse

Hush77...that's gd nrws

Posted by Hush77 > 2019-11-04 17:26 | Report Abuse

Yes , kesm & sunright both up...a bit

Posted by Hush77 > 2019-11-06 13:33 | Report Abuse

Sunright sudah mahu jalan atas atas...
Some tech stock in sgx like aem already doubled from this year low..
So jgn tak try ...nasib di tangan anda sendiri

Posted by BigPro > 2019-11-06 17:22 | Report Abuse

https://www.semiconductors.org/global-semiconductor-sales-increase-3-4-percent-month-to-month-in-september/

Posted by Kadir > 2019-11-06 17:36 | Report Abuse

Hush77...Waa.you susah nmpak ada Naik. Mesti try ma

Posted by leekh5555 > 2019-11-07 17:16 | Report Abuse

KWAP keep buying...i pun beli sikit sikit

Posted by paperplane > 2019-11-07 17:17 | Report Abuse

nxp result very good

Posted by MCA_ > 2019-11-08 09:47 | Report Abuse

PE 56 KWAP must buy ctr? I say must vote MCA how?

Posted by Hush77 > 2019-11-08 16:49 | Report Abuse

dont just look at PE now.. look or thin kabout the forward PE, next year or the year after...
once things improved between US and China...and their revenue and profit will be at record again..and the PE will be very low again.

Posted by Kawkaw > 2019-11-08 18:18 | Report Abuse

When next result bro...
Flying color..?

Posted by BigPro > 2019-11-12 17:51 | Report Abuse

KWAP keep accumulating.....