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KESM (9334) : KESM INDUSTRIES BERHAD
cheongcy
Member Star
Posts: 18
Joined: Apr 2012		 10 Sep 2012, 11:50 PMPost #1
at this price is super cheap as net current assets value at RM 2.32 per share with average EPS of 33sen for 7 yrs. Apart from that, is this a industrial norm to have depreciation rate as high as 30% ?
Mike
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Posts: 87
Joined: Dec 2011		 11 Sep 2012, 09:13 AMPost #2
Their ROE only 3.xx,is very weak le.
Mike
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Posts: 87
Joined: Dec 2011		 11 Sep 2012, 07:47 PMPost #3
WA WA drooldrooltoday up by 20 sen laaa..wubwubwub
Mike
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Posts: 87
Joined: Dec 2011		 13 Sep 2012, 12:43 PMPost #4
A yu yu rantrant,up 20sen on 11th,but today down 18 sen crycrycry
LCCHONG
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Posts: 385
Joined: Jan 2014		 04 Jul 2014, 12:27 AMPost #5
KESM analysis - http://lcchong.wordpress.com/2014/07/04/kesm-fundamental-analysis-4-jul-2014/
erkongseng
Member Star
Posts: 285
Joined: Mar 2014		 22 May 2015, 08:43 PMPost #6

rolleyes9334 Kesm 科技 rm3.54 进入的原因--
1)kesm 科技擁有強穩的資產負債表，截至2015年1月底公司现金有1.36亿,借款为8897万,淨現金達4700萬令吉,
每股净现金为rm1.09, nta=rm5.81(现股价严重被低估了) ,roe=5.1
2)Kesm主攻个人电脑、平板电脑、智能手机和汽车这4大领域的晶片与测试业务。
在全球营收规模首十大半导体厂商当中，跟kesm有生意来往的，占了6个.（Intel, Samsung, Qualcomm, Micron,
Toshiba and Texas Instruments.）执行主席兼首席执行员林信赐表示，
该集团预料汽车晶片需求将加速。他说，自动驾驶汽车预料将在未来10年内冲击世界市场。
“因此，晶片需求预料将在未来数年大幅增长。
4）KESM科技的主要业务是电子零件生产，收购了KESM Test后，就可涉足汽车的电子零件业务。
随着汽车里的电子仪器越来越多，所需的电子零件也越来越多，且需要更高科技的测试设备。
其中一个就是司机驾驶辅助科技。目前这系统将被整合到一个晶片，所以，是半导体领域亮眼的增长前景，
而该公司已经有了相关的专业知识和领导地位。公司大部分净利来自kesm test,也难怪收购成功后,股价开始向上走势.
5)买股看公司的未来是否成长，净利多少等，当可见度变得清晰，投资风险相对变小，
股价也将呈现上升势头，kesm 会是不错的选择。
6）公司诚信度是很好的，因此数据造假应该不会发生在这公司上。
7)30大股东已持有78.68%（33845张），市场流通量只有9169张(21.32%),总股数为43014張.
大股东己持 53.49% .kesm现提供的投资机会,真的是越買越高,趁现在低,早点进货,等待丰衣足食.
8)kesm 绝对是投资者的首选股，公司的潜在价值好，成长佳,将会是一只黑马股。

9）估计2015全年eps=rm0.30 ,合理的pe=15 ,股价=rm4.50
10）kesm科技己完成收购kesm test股份,将增加40%的净利,相信2015年Q4,2016年可显现成長净利,因此现是进入良机.
目前rolling 4 quarters 的eps=rm0.29 ,如果2016年eps增加40%,到时eps为(rm0.29+rm0.11)
=rm0.40sen ,取pe=15倍,股价可达rm6.00
11)目前kesm的股价=rm3.53 ,用eps=rm0.30算,只是pe=11.7倍在交易,比较其他科技股后,明显被低估了.
12)有大股东sunright 作为强大的后盾,可保立足于市场且看好前景.(http://www.sunright.com/eng/index.htm)
只供参考，进出自负。
http://www.kesmi.com/
正确机率多才能成功
所以，总括一句，我们只是平民散户，通过本身对投资的喜好和研究，希望（努力）在股市中挣到不错的回酬，
什么大师专家，受之有愧，不必对号入座。
不论我们做什么决定，都会诚实的面对结果。投资组合不是考试，不能每次要求一百分。
这三年多来，我们确然做了一些低级错误，不过也做了更多的正确决定，所以我们才能获得如此不差的成绩。
现实生活里，错和对总是交叉发生，每次都做对，不叫“成功”，那是“完美”，是每个人追求的境界（却不大可能达到）。
成功的投资者，只需要把正确的投资机率更多发生就是了。
取自于--http://klse.i3investor.com/blogs/golden_years/55570.jsp

kesm 技术图美,无阻力,看到幸福的未来了.
erkongseng
Member Star
Posts: 285
Joined: Mar 2014		 28 May 2015, 07:48 PMPost #7
thumbup
Kesm 科技9334 Rm3.54是机会吗？
1)本益比pe=11.8 倍,为科技股中最低的一支.排第一
2)毎股净有形资产Nta=rm5.81,为科技股中最高的一支.排第一
3)科技股中股价为笫3高,排在mpi,gtronic之后.
mpi- pe=16.7,价格rm6.98,nta=rm4.21
gtronic-pe=24.5,价格rm5.88,nta=rm0.99
vitrox-pe=14.7,价格rm3.44,nta=rm0.79
unisem-pe=20.2,价格rm2.47,nta=rm1.59
4)股数为科技股中最少的一支,只有431040 lot(43104張,每張为1000股),
14/05/2015当天成交7700lot,价位上升rm0.46 足可见识,爆升机会排第一.
5）许多科技股因净利的提升,股价己上升且超过他们的nta,随着kesm科技完成收购
kesn test后,公司接下来净利将进一步上升,股价也会跟着上升,知道公司有每股净现金
rm1.09和nta达rm5.81作后盾,股价上升只是时间的早或晚.
6)美国科技股nasdaq指数(5106)的走势依然好,将带领本地科技股的前进.
7)冯大师几年前也持有kesm过,可见公司的基本面与素质不差.
8)公司可在半导体领域復甦以及轻巧型电子产品日益普及下获得更多商机。
汽车电子产品领域前景亮丽，KESM科技将增加用在自排车中，自控系统微晶片的测试设备。
只供参考,进出自负.
--
冷眼持有的股票


发表于 18-5-2011




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YAPSS
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Posts: 202
Joined: Mar 2019		 08 Jan 2020, 11:06 PMPost #8

YAPSS Quick Summary and Free 10 Years Financial Data of KESM Industries Berhad:
https://www.yapss.com/forum/klse-forum/kesm-industries-berhad-kesm-9334
i4value
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Posts: 577
Joined: Aug 2020		 02 Dec 2024, 02:52 PMPost #9

KESM – will it swim or sink?

 

In a shocking turn of events, KESM, the world’s largest independent provider of burn-in and test services for integrated circuits, has encountered severe financial turbulence.

 

Once a revenue heavyweight, the company’s earnings plummeted since 2018, primarily due to global supply chain disruptions and geopolitical tensions.

 

Despite holding a robust cash reserve of RM 247 million, its capital allocation strategies have raised eyebrows, as most cash flow is funneled into capital expenditures rather than returned to shareholders.

 

Can KESM can successfully pivot towards the automotive semiconductor market and restore its former glory
i4value
Member StarMember Star
Posts: 577
Joined: Aug 2020		 02 Dec 2024, 02:52 PMPost #10

KESM – will it swim or sink?

 

In a shocking turn of events, KESM, the world’s largest independent provider of burn-in and test services for integrated circuits, has encountered severe financial turbulence.

 

Once a revenue heavyweight, the company’s earnings plummeted since 2018, primarily due to global supply chain disruptions and geopolitical tensions.

 

Despite holding a robust cash reserve of RM 247 million, its capital allocation strategies have raised eyebrows, as most cash flow is funneled into capital expenditures rather than returned to shareholders.

 

Can KESM can successfully pivot towards the automotive semiconductor market and restore its former glory
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yeah doh drool lol mad notworthy question rant rolleyes sad shutup shy smile star sweat thumbup wub cry

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