Investalks 马来西亚中文投资论坛 - 与你一起通往财务自由之路

 找回密码
 注册

最近看过此主题的会员

查看: 30491|回复: 366

[公司专区] 9334 KESM 科技

  [复制链接]
x 19
发表于 2012-10-30 17:26 | 显示全部楼层 |阅读模式
本帖最后由 printmy 于 2012-11-11 21:08 编辑





KESMI is associated with the Sunright group of companies, which is incorporated in Singapore. The KESMI Group comprises KESM Industries Berhad (KESM), KESM Test (M) Sdn Bhd (KTM) and KESP Sdn. Bhd.(KESP).

KESM and KTM is strategically located in one of the prime industrial hub in the Sg Way Free Industrial Zone in Petaling Jaya and KESP is located in Penang.

KESM has been engaged in specialized electronic manufacturing activities since 1978. KESM's primary objective is in specialized electronic manufacturing activities and serves as sub-contractor to electronic multi-national corporations. In particular, it is in the business of providing "burn-in" services to the semiconductor industry. KESM has experienced steady growth in business and was successful in becoming a public listed company in 1992.

In working closely with world class semiconductor manufacturers, KESMI has successfully introduced programs jointly with customers to support their operations. These programs involved extensive training to raise awareness, improve skills and intensify participation, so as to meet steadily rising requirements on quality and delivery. As a result of our achievements, it has given the company great satisfaction in receiving many business dealings and is poised for greater growth.

本帖子中包含更多资源

您需要 登录 才可以下载或查看,没有帐号?注册

x

x 0 我要送花

x 19
 楼主| 发表于 2012-10-30 17:27 | 显示全部楼层
KESM 科技派息3仙
财经新闻 财经  2012-10-30 10:38

(吉隆坡29日讯)半导体业者KESM科技(KESM,9334,主板科技股)宣布,派发首期兼终期股息每股3仙。

KESM科技向马交所报备,在截至2012年7月13日财年派发上述单层股息。“我们将于2013年2月6日派发上述股息。”

x 0 我要送花

x 22
发表于 2012-11-8 21:22 | 显示全部楼层
看好短期内会有可能突破RM2大关

x 0 我要送花

x 22
发表于 2012-11-11 15:15 | 显示全部楼层
公司管理层对股东非常的吝啬。公司每年都在赚钱,但每年只分发区区3sen的股息给股东当作报酬,所以较不适合那些注重高股息的投资者.

这是今年早前的报道


2012年1月5日 星期四KESM保留資金不提高股息

儘管KESM科技(KESM,9334,主板科技股)過去的派息和盈利成長皆持穩,但小股東卻對所獲得的回酬感到不滿意。無論如何,董事局指出,由於公司涉及半導體業務,並在過去4年投入2億5000萬令吉的資本開銷(CAPEX),因而仍未能即時提高股息回酬。

一名出席KESM科技股東特別大會的小股東向《東方財經》表示,由於該公司的股價走勢平平,和多年來固定派發每股3仙股息,而引起股東不滿。

針對股東的提問,該公司執行主席兼首席執行員林信賜表示:「由於我們從事需要投入大筆資金的半導體領域,所以必須保留充足的資金,以便在適當的時機下投入資金擴充產能,以迎合市場需求。除了為商機作準備外,也必須保留資金提升自己,以免無法與同行競爭。」

同時,他指出,雖然該公司目前持有接近1億令吉的現金流,但對於一家涉及半導體領域的業者而言,該數額其實並不高。無論如何,董事局重申,KESM科技有意打造穩定派息的政策,即使過去經濟低迷,他們仍持續每年派發每股3仙的股息。

除股息之外,股東也建議該公司使用其他方式回饋股東,如派發紅股等。對此,董事局表示會作考慮。
此外,基於該公司在過去4年投入2億5000萬令吉作為擴展用途,這也成為股東紛紛提問的事項,當中包括何時才能看到回酬等。

董事局對此表示:「由於我們過去兩年才作出上述重大的投資,因而需要更多的時間將投入的資本轉為盈利。然而,由於全球市場不穩定,影響半導體領域前景,預計或將較遲才可看到回酬。」

林信賜也在記者會上表示,由於目前市場處於不穩定的趨勢,所以該公司會在消化這些外圍因素後,才在對的時機作出進一步的投資。
對於領域和公司前景,他表示,基於歐債問題、美國和中國經濟放緩等因素,目前仍難以估計接下來的走勢。

有意投資汽車領域
儘管如此,作為公司長期的策略,他們會持續關注在高成長的消費市場。由於消費者在過去30年的生活方式已出現很大的變化,如尋求越來越複雜的電子產品等,所以他看好消費電子產品的需求成長。

由於該公司也認為中國經濟仍會成長,因而估計其過去兩個財政年大幅成長的中國業務,將持續獲得不俗的表現。

除了電子產品外,該公司也有意在汽車領域大展拳腳。

林信賜表示,有意涉及更高端的汽車電子產品,以及與世界級的汽車製造商合作。KESM科技的目標是成為汽車電子產品的第一名燒機和測試(Burn-in and Testing)供應商

x 0 我要送花

x 3
发表于 2013-1-17 00:40 | 显示全部楼层

小股东冀KESM提高派息


(吉隆坡16日讯)KESM科技(KESM,9334,主板科技股)在过去5年投入3亿令吉拓展產能后,已完成测试大量新款晶片,下一步將设法物色更多新客户,销售新晶片。

KESM科技执行主席兼首席执行员林信赐在第41届股东常年大会后表示,该公司在2012財政年启动额外测试30%新晶片的流程。这相等于每周可预烧1款新晶片设计,供业界使用。       

林信赐补充,晶片测试业务跟全球半导体及其最大零件—记忆设备(memory devices)、晶片供需和定价波动息息相关。

受宏观经济局势冲击,世界半导体贸易统计组织(WSTS)2012年预测晶片销量萎缩3%,2013年则预期回扬4.5%。

「隨著三星等科技巨擎斥资发展內存卡產业,明年记忆设备定价有望稳定下来。」

该公司未来仍继续主攻个人电脑、平板电脑、智能手机和汽车这4大领域的晶片与测试业务。林氏表示,5年前决定打开中国汽车市场,乃明智之举。

「中国汽车市场蓬勃发展,且销量稳定及周期性波动较小。」

他说明,公司主要装备车內的资讯娱乐设施,如车內互动电视、数据传输等等。

「去年公司成功贏得3家大企业型客户;而在全球营收规模首十大半导体厂商当中,跟我们有生意来往的,占了5个。」

林氏相信,KESM科技占了外包测试晶片行业销量的8成市占率。无论如何,该公司仍面对每年达5000万令吉的厂房设备折旧费。

从保留盈利中派股息

另一方面,今日的大会上,小股东在通过该公司第6年派出3仙免税股息之余,更希望管理层善用108抵税准则(Section 108 tax Credit),从保留盈利中派出更多股息。

执行董事陈潮坤表示:「我们会將小股东的提议,纳入考量。」

年报资料显示,KESM科技有足够的保留盈利,可从保留盈利派出2510万令吉现金股息;免税户头余额为7728万9000令吉。

林信赐表示,公司经营业务淘汰性极快,加上宏观经济加重压力,管理层会维持良好的现金余额。

「我们会在当前3仙派息基础,考虑能否扩大派息。」

http://www.orientaldaily.com.my/ ... kesm&Itemid=198

x 0 我要送花

x 14
发表于 2013-1-17 11:59 | 显示全部楼层
买得过,买得过。。现在是ICT的世界了

x 0 我要送花

x 474
发表于 2013-1-17 12:35 | 显示全部楼层
汽車業晶片需求走強‧KESM漸入佳境
大馬 2013-01-17 10:26

(吉隆坡16日訊)KESM科技(KESM,9334,主板科技組)看好汽車業對晶片需求的發展前景,將會有更多的新型晶片推出,公司為此做好準備,以應對客戶對晶片測試的需求。

該公司執行主席兼首席執行員林信賜在股東大會表示,全球經濟放緩影響了半導體領域的發展,KESM科技也受衝擊,以致2012財政年表現比較遜色。

年度報告顯示集團營業額為2億3千700萬令吉,比前期的2億4千800萬跌了1千100萬,即4.4%。稅後盈利有740萬令吉,現金儲備則有1億1千380萬令吉,比前期1億零50萬增長了1千330萬。

林信賜表示,2012財政年的稅後盈利表現稍遜除了受外圍經濟影響,也由比前期多700萬令吉的資產減損所導致。

“事實上,半導體行業表現料在2013年走強,估計有4.5%成長。公司從去年表現逐漸走入佳境,但我們依然會對歐美經濟走勢保持警覺。"

提到未來的展望,林信賜指出,現今社會要求擁有多功能及高上網效率的智能手機,需要高效率的個人電腦與伺服器,加上汽車配備也越來越先進、精明和強調安全性。

“這種種要求表示我們的客戶需要更加優良的新晶片,而尖端的晶片則需要先進的系統進行測試,KESM將從這些需求中受惠。"

KESM科技已佔半導體領域外包測試晶片市場的80%,未來將著重於服務汽車、手機和電腦業的客戶。(星洲日報/財經)

http://biz.sinchew.com.my/node/69292?tid=6

x 0 我要送花

x 11068
发表于 2013-5-28 20:32 | 显示全部楼层

Quarterly rpt on consolidated results for the financial period ended 30/4/2013

KESM INDUSTRIES BERHAD

Financial Year End

31/07/2013

Quarter

3

Quarterly report for the financial period ended


30/04/2013

The figures

have not been audited

Attachments

KESM_Q3FY2013.pdf
344 KB

·
Default Currency


·
Other Currency


Currency:
Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
30/04/2013


INDIVIDUAL PERIOD

CUMULATIVE PERIOD

CURRENT YEAR QUARTER

PRECEDING YEAR
CORRESPONDING
QUARTER

CURRENT YEAR TO DATE

PRECEDING YEAR
CORRESPONDING
PERIOD

30/04/2013

30/04/2012

30/04/2013

30/04/2012

$$'000

$$'000

$$'000

$$'000

1

Revenue

60,272

58,582

183,202

167,216

2

Profit/(loss) before tax

3,073

3,703

9,068

11,483

3

Profit/(loss) for the period

1,237

2,764

3,247

8,549

4

Profit/(loss) attributable to ordinary equity holders of the parent

47

1,861

441

6,743

5

Basic earnings/(loss) per share (Subunit)

0.10

4.30

1.00

15.70

6

Proposed/Declared dividend per share (Subunit)

0.00

0.00

0.00

0.00

AS AT END OF CURRENT QUARTER

AS AT PRECEDING FINANCIAL YEAR END

7

Net assets per share attributable to ordinary equity holders of the parent ($$)

5.3442

5.3476

x 0 我要送花

x 46500
发表于 2013-9-19 17:42 | 显示全部楼层
        9334           KESM           KESM INDUSTRIES BHD      
        Quarterly rpt on consolidated results for the financial period ended 31/7/2013      
Quarter:4th Quarter
Financial Year End:31/07/2013
Report Status:Unaudited
Submitted By:MS LEONG OI WAH
Current Year QuarterPreceding Year Corresponding QuarterCurrent Year to DatePreceding Year Corresponding Period
31/07/201331/07/201231/07/201331/07/2012
RM '000RM '000RM '000RM '000
1Revenue64,40369,724247,605236,940
2Profit/Loss Before Tax4,95649814,02411,981
3Profit/Loss After Tax and Minority Interest6,194-1,1669,4417,383
4Net Profit/Loss For The Period4,128-2,5824,5694,161
5Basic Earnings/Loss Per Shares (sen)9.60-6.0010.609.70
6Dividend Per Share (sen)3.003.003.003.00
As At End of Current QuarterAs At Preceding Financial Year End
7Net Tangible Assets Per Share (RM) 5.47325.3476
Remarks:

19/09/2013   05:41 PM      


Ref Code: 20130919FA00197      

x 0 我要送花

x 0
发表于 2013-9-20 07:50 | 显示全部楼层

本帖子中包含更多资源

您需要 登录 才可以下载或查看,没有帐号?注册

x

x 0 我要送花

x 46500
发表于 2013-10-18 17:49 | 显示全部楼层
MATERIAL LITIGATION DEMAND FOR ARBITRATION BY DATAMATIC,LTD. AGAINST KESP SDN BHD - UPDATE ON LITIGATION ACTION
KESM INDUSTRIES BERHAD

TypeAnnouncement
SubjectMATERIAL LITIGATION
DescriptionDEMAND FOR ARBITRATION BY DATAMATIC,LTD. AGAINST KESP SDN BHD - UPDATE ON LITIGATION ACTION


Reference is made to the Company's announcement released on 9 May 2013 pertaining to the Demand for Arbitration ("Arbitration") made by Datamatic, Ltd ("DL") as the Claimant and the Company's subsidiary, KESP Sdn Bhd ("KESP") as the Respondent and the subsequent updates that were provided in the announcement of the fourth quarter results ended 31 July 2013 released on 19 September 2013. The Company had last reported that a trial date for the Arbitration has been scheduled for mid-May 2014.
The Company wishes to update that KESP's solicitors has been informed by the American Arbitration Association ("AAA") that DL has on 26 September 2013 filed a voluntary petition for liquidation under Chapter 7 in the U.S. Bankruptcy Court in Dallas, Texas. In view of this development, the AAA has agreed with KESP's solicitors that the Arbitration will be stayed until the bankruptcy court trustee for DL determines whether to pursue with the Arbitration.
This announcement is made on 18 October 2013.



Announcement Info
Company NameKESM INDUSTRIES BERHAD  
Stock Name KESM   
Date Announced18 Oct 2013
CategoryGeneral Announcement
Reference NoCA-131018-42992

x 0 我要送花

x 46500
发表于 2013-10-28 18:02 | 显示全部楼层
9334           KESM           KESM INDUSTRIES BHD      
        1st & Final Dividend 3 sen T.E.      
Entitlement Details:
First and Final Tax Exempt Dividend of 3 sen per share in respect of the
financial year ended 31 July 2013
Entitlement Type:First & Final Dividend
Entitlement Date and Time:13/01/2014  04:00 PM
Year Ending/Period Ending/Ended Date:31/07/2013
EX Date:09/01/2014
To SCANS Date:
Payment Date:29/01/2014
Interest Payment Period:
Rights Issue Price:0.000
Trading of Rights Start On:
Trading of Rights End On:
Stock Par Value:
            Share transfer book & register of members will be closed from            
to            
            (both dates inclusive) for the purpose of determining the entitlements            
            A Depositor shall qualify for the entitlement in respect of:           
            - Securities transferred into the Depositor's Securities Account before             13/01/2014             04:00 PM            in respect of ordinary transfers.           
            - Securities transferred into the Depositor's Securities Account before            
                          in respect of express transfers.           
            - Securities deposited into the Depositor's Securities Account before            
                          in respect of securities exempted from mandatory deposit.           
            - Securities not withdrawn from the Depositor's Securities Account as at            
              .           
            - Securities bought on KLSE on a cum entitlement basis according to the Rules of the KLSE.           
Registrar's Name and Contact:
Symphony Share Registrars Sdn Bhd
Level 6, Symphony House
Block D13, Pusat Dagangan Dana 1,
Jalan PJU 1A/46
47301 Petaling Jaya
Selangor Darul Ehsan
MALAYSIA
Tel: 03-7841 8000
Remarks:
Submitted By:
MS LEONG OI WAH

28/10/2013   05:39 PM      


Ref Code: 20131028EA00226      

x 0 我要送花

x 46500
发表于 2013-10-29 17:50 | 显示全部楼层
Circular/Notice to Shareholders
KESM INDUSTRIES BERHAD

SubjectPROPOSED RENEWAL OF EXISTING SHAREHOLDERS' MANDATE FOR RECURRENT RELATED PARTY TRANSACTIONS OF A REVENUE OR TRADING NATURE; AND PROPOSED NEW SHAREHOLDERS' MANDATE FOR ADDITIONAL RECURRENT RELATED PARTY TRANSACTION OF A REVENUE OR TRADING NATURE
Attachments

KESM- Circular.pdf
319 KB







Announcement Info
Company NameKESM INDUSTRIES BERHAD  
Stock Name KESM   
Date Announced29 Oct 2013
CategoryPDF Submission
Reference NoCA-131022-39870

x 0 我要送花

x 2
发表于 2013-11-25 17:34 | 显示全部楼层
9334    KESM    KESM INDUSTRIES BHD
Quarterly rpt on consolidated results for the financial period ended 31/10/2013
Quarter:1st Quarter
Financial Year End:31/07/2014
Report Status:Unaudited
Submitted By:MS LEONG OI WAH
Current Year QuarterPreceding Year Corresponding QuarterCurrent Year to DatePreceding Year Corresponding Period
31/10/201331/10/201231/10/201331/10/2012
RM '000RM '000RM '000RM '000
1Revenue64,78664,23664,78664,236
2Profit/Loss Before Tax5,2313,9015,2313,901
3Profit/Loss After Tax and Minority Interest3,5592,1053,5592,105
4Net Profit/Loss For The Period2,7541,2832,7541,283
5Basic Earnings/Loss Per Shares (sen)6.403.006.403.00
6Dividend Per Share (sen)0.000.000.000.00
As At End of Current QuarterAs At Preceding Financial Year End
7Net Tangible Assets Per Share (RM) 5.55815.4732
Remarks:
N/A

x 0 我要送花

x 22
发表于 2013-12-18 00:17 | 显示全部楼层
低派息是它的死穴,只要在这方面一有改善或下奌功夫。
依它5塊半的资产做后盾,应该不会不被搶購戓私有化的!

x 0 我要送花

x 46500
发表于 2014-2-26 14:05 | 显示全部楼层
上升股 KESM科技阻力RM2.53 2014-02-26 12:42


KESM科技(KESM,9334,主板科技股)日线趋势于2月25日间显现着一段上升趋势,于闭市前临尾持续反弹,收报2.52令吉,按日涨31仙或14.03%,。

该股短期上升阻力料会处于2.53-2.68令吉水平间。

x 0 我要送花

x 46500
发表于 2014-3-10 17:47 | 显示全部楼层
OTHERS PRESS RELEASE : KESM SEES STRONG DEMAND FOR BURN-IN & TEST SERVICES
KESM INDUSTRIES BERHAD

TypeAnnouncement
SubjectOTHERS
DescriptionPRESS RELEASE : KESM SEES STRONG DEMAND FOR BURN-IN & TEST SERVICES




Attachments

KESM SEES STRONG DEMAND FOR BURN-IN & TEST SERVICES.pdf
640 KB




Announcement Info
Company NameKESM INDUSTRIES BERHAD  
Stock Name KESM   
Date Announced10 Mar 2014
CategoryGeneral Announcement
Reference NoCA-140307-41931

x 0 我要送花

x 46500
发表于 2014-3-10 17:50 | 显示全部楼层
Quarterly rpt on consolidated results for the financial period ended 31/1/2014
KESM INDUSTRIES BERHAD

Financial Year End31/07/2014
Quarter2
Quarterly report for the financial period ended31/01/2014
The figureshave not been audited
Attachments

KESM_Financial Results 2Q FYE 31.01.2014.pdf
292 KB



Remarks :

  • Default Currency
  • Other Currency

Currency: Malaysian Ringgit (MYR)
SUMMARY OF KEY FINANCIAL INFORMATION
31/01/2014
[tr][/tr]
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/01/2014
31/01/2013
31/01/2014
31/01/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
61,824
58,694
126,610
122,930
2Profit/(loss) before tax
1,448
2,094
6,679
5,995
3Profit/(loss) for the period
1,342
-95
4,901
2,010
4Profit/(loss) attributable to ordinary equity holders of the parent
90
-889
2,844
394
5Basic earnings/(loss) per share (Subunit)
0.20
-2.10
6.60
0.90
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
5.5459
5.4732

x 0 我要送花

x 46500
发表于 2014-3-11 14:28 | 显示全部楼层
KESM 科技半年净利飙622% 2014-03-11 12:53


(吉隆坡10日讯)半导体业者KESM科技(KESM,9334,主板科技股)在截1月31日财年次季转亏为盈,净赚9万令吉,或0.2仙每股盈利。

KESM科技执行主席兼总执行长林信赐指,过去半年的半导体领域走俏而拉高订单,让公司转亏为盈。

次季营业额也按年增长5.33%至6182万4000令吉,上财年同期是5869万4000令吉。

合计半年,KESM科技净利飙涨622%至284万4000令吉,或6.6仙每股盈利;半年营业额则从上财年同期的1亿2293万令吉,年增3%至1亿2661万令吉。http://www.nanyang.com/node/605397?tid=462

x 0 我要送花

x 46500
发表于 2014-3-12 14:24 | 显示全部楼层
下跌股 Kesm科技 RM2.30支撑 2014-03-12 13:09


Kesm科技(KESM,9334,主板科技股)股价日线趋势于3月11日滑落,陷入短期巩固回调趋势,跌破2.60令吉支撑线后,收在2.44令吉水平,按日跌18仙或6.87%。

它的近期股价趋势,将会回试2.30至2.43令吉的支撑。

http://www.nanyang.com/node/605705?tid=704

x 0 我要送花

发表回复

您需要登录后才可以回帖 登录 | 注册 |

本版积分规则

Google 搜索本站 搜索WWW

快速回复 返回顶部 返回列表