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Overview
Financial Highlight
HeadlinesBusiness Background KESM Industries Bhd is a Malaysia-based company. It operates its business through segments that are Burn-in, Testing, and Electronic Manufacturing Services. It also provides tape and reel assembly. The company’s products are used by the semiconductor industry. Geographically, the company’s products are sold in Malaysia, the People’s Republic of China, and Other regions. The Malaysia region generates maximum revenue for the company.
  witan Agong declare state of emergency till August. Does anyone know what it means? 12/01/2021 9:46 AM witan https://www.thesundaily.my/world/reuters/malaysia-state-of-emergency-to-last-until-aug-1-or-earlier-depending-on-whether-covid-19-cases-can-be-curbed-palace-statement-YD6063661 12/01/2021 9:48 AM Kadir I think it's a positive n bold action taken.. aggressive move to contain covid19. Not much choice fr now 12/01/2021 10:11 AM Kadir Based of current kesm price, what's the value to sunright , anyone can share? 12/01/2021 1:53 PM soonheng KESM Industries its business through segments that are Burn-in, Testing, and Electronic Manufacturing Services. It also provides tape and reel assembly. The company’s products are used by the semiconductor industry. 13/01/2021 10:34 AM soonheng KESM is the largest independent burn-in and test services provider in Malaysia, serving the world’s leading semiconductor manufacturers. KESM Group also provides electronic manufacturing services primarily to original equipment manufacturers “OEM”, original design manufacturers “ODM” in the computing, industrial, communications and consumer markets. 13/01/2021 10:38 AM soonheng KESM Testa semi-conductor testing facility to add value in services to customers worldwide, and commenced operations in December 1995. KTM offer Digital, Analog, Mixed Signals, MCUs, Power Management, MEMS Sensors (Gyrometer, Accelerometer, Magnetometer, Pressure), etc. Provides test strategy solutions to our customers enabling them to focus on their products instead troubleshooting test hardware, software and other test issues . Flexible manufacturing strategy helps ensure we can consistently deliver the quality products on time. Test Engineering support and Test Development team are committed to offer test solutions beyond our customer’s expectations. 13/01/2021 10:41 AM soonheng KESM is principally involved in specialized electronic manufacturing activities. More specifically, the company is engaged in providing burn-in services. The company has business dealings with virtually all the American semiconductor manufacturers. Semiconductor burn-in services Electrical testing of semiconductor IC Tape and reel assembly BURN-IN 13/01/2021 10:43 AM soonheng The production of semiconductor devices is ever increasing and creates a continuous flow of demand for burn-in. An integrated circuit may be defective at the time it is produced or it may have a latent defect which permits it to operate according to specifications for a period of time but eventually causes it to fail. Burn-in is a process of stressing semiconductors to weed out potentially weak circuits. The technique involves subjecting a device to heat and voltage stress for several hours or days and exercising it through the limits of its electrical performance. The only effective method of assuring high reliability of semiconductor is to perform burn-in.As the demand for telecommunications, computers and consumer electronics increases, the wide range of assemblies become ever increasing. 13/01/2021 10:44 AM dompeilee I missed out on KESM last yr but I DID repurchase some Sunright @ 34.5c...still holding on =) 13/01/2021 5:11 PM blackchicken Biden Outlines $1.9 Trillion Spending Package to Combat Virus and Downturn The second package is expected to be centered on job creation and infrastructure, including hundreds of billions of dollars of spending on clean-energy projects like electric vehicle charging stations, along with health care and education spending. https://www.nytimes.com/2021/01/14/business/economy/biden-economy.html 15/01/2021 11:42 AM GAINERS702 sorry, i'm not really know what's going on for htis counter Can someone briefly explain ? 16/01/2021 11:50 PM Kadir GAINERS702..KESM is riding high on the upturn in automation of vehicles .Newer versions of vehicles are equipped with more electronics components. It's the future in automobiles n equipments. 17/01/2021 3:35 PM witan At current valuation, KESM is beyond its fundamentals already. With PE close to negative 200, just look at KWAP they are slowly disposing their shares while goreng the price up. Just look at KESM volume traded vs KWAP volume traded, KESM price only up once KWAP started disposing. Coincidence?? Dont think so 19/01/2021 12:14 PM blackchicken All PE of semiconductor stocks in Bursa is very high due to high expectation for them. Kesm is going to build a new factory in Malacca. Plus the EV wave is coming. That's why investors look at the future rather than the current PE. 19/01/2021 1:22 PM Doer As reported, KESM current utilization is only 20-30%. But they doing expansion by building new plant in Melaka...With this expect KESM is preparing for future prospects or maybe they already have somethings in hand. Think about it. 19/01/2021 9:25 PM Doer Same to MPI and other semi-con related industries, the share price has something hints to incoming EV demand on the supplies. Current PE is based on previous sales, but its future needs to refer to those future demand can refer to those EV makers...share price may reflect in advance. 19/01/2021 9:34 PM witan With MPI and other semicon, I m okay with their high PE but a negative PE that is something to think about. 20/01/2021 9:45 AM blackchicken Amazon-Backed Rivian Hauls In Additional $2.65 Billion To Fund Electric Vehicle Push https://www.forbes.com/sites/alanohnsman/2021/01/19/amazon-backed-rivian-hauls-in-additional-265-billion-to-fund-electric-vehicle-push/ 21/01/2021 11:51 AM blackchicken Alibaba launches electric car in tie-up with SAIC https://asia.nikkei.com/Spotlight/Electric-cars-in-China/Alibaba-launches-electric-car-in-tie-up-with-SAIC 21/01/2021 11:52 AM blackchicken Audi to make electric cars with China's oldest carmaker FAW https://www.bbc.com/news/business-55728337 21/01/2021 11:53 AM blackchicken Tencent teams up with Chinese automaker Geely on driverless and smart car tech https://www.cnbc.com/2021/01/19/tencent-and-chinese-automaker-geely-team-up-on-smart-car-tech.html 21/01/2021 11:53 AM blackchicken China’s search giant Baidu to set up an EV-making venture https://techcrunch.com/2021/01/10/baidu-electric-car-making/ 21/01/2021 11:55 AM blackchicken GM stock soars toward another record after Microsoft partnership on driverless cars https://www.marketwatch.com/story/gm-stock-soars-toward-another-record-after-microsoft-partnership-on-driverless-cars-11611072730 21/01/2021 11:56 AM blackchicken China's BYD raises $4bn war chest to combat Tesla https://asia.nikkei.com/Spotlight/Electric-cars-in-China/China-s-BYD-raises-4bn-war-chest-to-combat-Tesla 22/01/2021 10:26 PM apple168 Based on our big data, this was the last wave for tech stocks to escape! Good Luck! 23/01/2021 6:21 PM blackchicken Hunt for the Next Tesla Fuels Wave of Electric-Vehicle Deals EV company valuations are soaring as investors hunt for the next Tesla Inc., which saw its market capitalization reach a record $834 billion last week, topping Facebook Inc. The mania has even lifted to eyepopping heights companies with no income to speak of -- such as Nikola Corp. and Lordstown Motors Corp. Plug, which in 20 years has never reported an annual profit, is now worth more $29 billion-- up from $1.2 billion a year ago. “It’s an extremely hot sector -- it’s red hot,” said Pavel Molchanov, energy analyst at Raymond James & Associates. “Battery tech is becoming more and more efficient, charging infrastructure continues to develop and proliferate and there are many more vehicle models for buyers to choose from.” Read more at: https://www.bloombergquint.com/business/hunt-for-the-next-tesla-fuels-wave-of-electric-vehicle-deals 24/01/2021 5:36 PM blackchicken CGS-CIMB upgrades semiconductor sector to 'overweight' on 5G network proliferation, EV penetration https://www.theedgemarkets.com/article/cgscimb-upgrades-semiconductor-sector-overweight-5g-network-proliferation-ev-penetration 25/01/2021 7:43 PM blackchicken KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 30,000 shares on 25-Jan-2021. 26/01/2021 5:47 PM blackchicken WASHINGTON (Reuters) - President Joe Biden on Monday vowed to replace the U.S. government's fleet of roughly 650,000 vehicles with electric models as the new administration shifts its focus toward clean-energy. https://www.reuters.com/article/us-usa-biden-autos-idUSKBN29U2LW 26/01/2021 6:47 PM  Gtrade Semi con stocks are like 100 storey high musang king tree. At every 5 meters you climb, you will be rewarded with a deliscious MSK durian. For the first few storey, the reward of durian is good. After you climb past 20 storey level, the rewards seems to be minimal compared to the risk of falling down. Now we are at PE 90 (90th level), and media, blogs, are screaming the MSK at these level are deliscious, dont miss the oppertunitybof life time. The crowd keep climbing. Suddenly the MSK tree branches broke.,and the stampede starts. Unluckily the experienced durian pickers have left, leaving behind all the latecomers stuck at level 90,80th,70th 60th,50th,40th.30th. 26/01/2021 7:05 PM  | | ||||||||||||||||||||||||||||||||||||||||||||||||
