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[公司专区] 9334 KESM 科技

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发表于 2015-2-15 18:33 | 显示全部楼层

KESM工業斥3500萬 購子公司未持有股權(吉隆坡15日訊)KESM工業(KESM,9334,主要板工業)以3500萬令吉,認購剩余未持有的KESM Test股權34.62%。
 KESM工業向馬證交所報備,目前持有KESM Test股權65.38%,剩余34.62%股權是由主要股東Sunright有限公司持有。
 根據報備文告,KESM工業是在13日與Sunright簽署股權買賣協議。一旦交易完成后,KESM Test將成為KESM工業全資子公司。
 KESM工業指出,KESM Test前景將跟隨半導體領域走好,加上內需增加,相信能貢獻集團業績,符合公司擬定的成長策略。
 上述整個交易料于2015年上半年完成。

http://www.chinapress.com.my/node/599947

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发表于 2015-2-15 19:05 | 显示全部楼层
KESM科技3500万全购测试公司

财经新闻 财经  2015-02-14 10:57

(吉隆坡13日讯)KESM科技(KESM,9334,主板科技股)将以3500万令吉,收购KESM测试公司(KESM Test)的其余34.62%股权,并以每股3仙股息回馈股东。

KESM科技向马交所报备,该公司向大股东Sunright,收购KESM Test其余股权。

之后,KESM Test将成为KESM科技独资子公司。

KESM Test的主要业务是为汽车、通讯和网络领域,提供半导体测试服务。

KESM科技表示,收购其余股权符合扩展测试业务策略,并全面控制KESM Test业务。

根据文告,KESM科技执行主席兼总执行长林信赐说:“这是加强市场领导地位的最佳时机,过去数年,我们在测试服务的投资,回酬稳定增长。”

公司预估,自动车在未来10年打入市场后,汽车微晶片的需求会上升,而且公司看好整体半导体领域前景。

另外,公司派发每股3仙的特别股息,除权日是3月19日,支付日是3月23日。

http://www.nanyang.com/node/681726?tid=462

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发表于 2015-2-15 19:06 | 显示全部楼层
KESM工業斥3500萬 購子公司未持有股權

財經15 Feb 2015 16:06

(吉隆坡15日訊)KESM工業(KESM,9334,主要板工業)以3500萬令吉,認購剩余未持有的KESM Test股權34.62%。

KESM工業向馬證交所報備,目前持有KESM Test股權65.38%,剩余34.62%股權是由主要股東Sunright有限公司持有。

根據報備文告,KESM工業是在13日與Sunright簽署股權買賣協議。一旦交易完成后,KESM Test將成為KESM工業全資子公司。

KESM工業指出,KESM Test前景將跟隨半導體領域走好,加上內需增加,相信能貢獻集團業績,符合公司擬定的成長策略。

上述整個交易料于2015年上半年完成。

http://www.chinapress.com.my/node/599947

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发表于 2015-2-15 19:06 | 显示全部楼层
KESM to buy over subsidiary

Saturday, 14 February 2015
   
KUALA LUMPUR: KESM Industries Bhd, a semiconductor devices testing company, has proposed to buy the remaining 34.62% equity interest in its subsidiary KESM Test (M) Sdn Bhd for RM35mil cash from Sunright Ltd.

In a filing with Bursa Malaysia, KESM said the proposed acquisition would be fully financed by internally generated funds.

KESM Test is currently a 65.38% subsidiary of KESM Industries with the balance of 34.62% shareholding held by Sunright, which is a major shareholder of KESM Industries.

http://www.thestar.com.my/Busine ... bsidiary/?style=biz

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发表于 2015-2-16 17:50 | 显示全部楼层

TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS): RELATED PARTY TRANSACTIONS KESM INDUSTRIES BERHAD (“KESMI” OR THE “COMPANY”) PROPOSED ACQUISITION OF THE REMAINING 692,308 ORDINARY SHARES OF RM1.00 EACH IN KESM TEST (M) SDN BHD (“KESM TEST”) (“KESM TEST SHARES”), REPRESENTING APPROXIMATELY 34.62% EQUITY INTEREST NOT ALREADY OWNED BY THE COMPANY FROM SUNRIGHT LIMITED (“SUNRIGHT” OR “VENDOR”) FOR A CASH CONSIDERATION OF RM35.0 MILLION (“PROPOSED ACQUISITION”)
KESM INDUSTRIES BERHAD

TypeAnnouncement
SubjectTRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
RELATED PARTY TRANSACTIONS
DescriptionKESM INDUSTRIES BERHAD (“KESMI” OR THE “COMPANY”)

PROPOSED ACQUISITION OF THE REMAINING 692,308 ORDINARY SHARES OF RM1.00 EACH IN KESM TEST (M) SDN BHD (“KESM TEST”) (“KESM TEST SHARES”), REPRESENTING APPROXIMATELY 34.62% EQUITY INTEREST NOT ALREADY OWNED BY THE COMPANY FROM SUNRIGHT LIMITED (“SUNRIGHT” OR “VENDOR”) FOR A CASH CONSIDERATION OF RM35.0 MILLION (“PROPOSED ACQUISITION”)

We refer to the announcement dated 13 February 2015 in relation to the Proposed Acquisition. (Unless otherwise defined, all terms used in this announcement shall have the same meaning ascribed in the aforesaid announcement.)
On behalf of the Board, AmInvestment Bank Berhad wishes to announce that KESM Test had on even date submitted the application to the MITI pursuant to the Proposed Acquisition.
This announcement is dated 16 February 2015.







Announcement Info
Company NameKESM INDUSTRIES BERHAD  
Stock Name KESM   
Date Announced16 Feb 2015
CategoryGeneral Announcement
Reference NoMB-150213-37485

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发表于 2015-2-19 20:13 | 显示全部楼层

Automotive sector to drive KESM’s sales

By Farah Saad
Friday, 24 Jan 2014, 12:01 AM





KESM Industries Bhd is riding high on the growth in demand for semiconductors from a global automobile industry which is becoming more technology-oriented.

For the first time in history, global automobile sales hit a record 82.84 million vehicles, according to a report from US-based consulting firm IHS Automotive. China alone is reported to have hit 17.9 million units for 2013, a 15.7% jump from 2012.

Carmakers have also benefited largely from an increase in demand for luxury cars in the US, one of the world’s biggest markets. The automobile industry has become more technology-oriented and reliant on semiconductors to carry out these technological advancements, which can mean only good news for companies like KESM, which specialises in testing integrated circuits (ICs) for semiconductor manufacturers.

“New growth is no longer in the smartphone or tablet segment, but in automobiles. We have several new clients in the business of making semiconductors for the automobile industry. We will leverage their presence and this will drive growth,” says executive director Kenneth Tan.

The number of cars sold is expected to grow but, more importantly, the overall content of semiconductors used in each car will also rise, as more devices are required for safety systems, infotainment and GPS.


For the full story, please subscribe to Focus Malaysia.


- See more at: http://www.focusmalaysia.my/Main ... thash.Gv0O0gll.dpuf




点评

请问谁有完整的全文。。。  发表于 2015-2-19 20:15

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发表于 2015-2-19 20:18 | 显示全部楼层
KESM Sets Sight On Car Electronic In The Future
[size=1.5em]Farah AdillaFriday, January 16, 2015[size=0.85em]Lim says the content of electronics in a car is expected to grow to RM1.2b in 2019 from RM1b in 2014. (Pic by:Ismail Che Rus/TMR)



KESM Industries Bhd plans to accelerate its business focus in the automotive segment as its see tremendous growth potential in this segment.
Its executive chairman and CEO Samuel Lim Syn Soo said as the automotive industry is producing more self driven cars in the future, more electronics are being used as part of the component of a car and this augurs well with KESM business.
“With this growth, microprocessors and sensors manufacturers will increase its volume expense. The products will become cheaper but as features increase, the electronics become more complex and it must work reliably. That is where we come in.
“We are confident that this market will continue to grow. It will not be less, for sure. And KESM will have to be ready to make more investment in the burn-in and test market,” he told reporters after KESM's AGM and EGM in Kuala Lumpur yesterday.
KESM has been engaged in specialised 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.
Besides automotive industry, KESM also conduct burn-in and testing of semiconductors for industrial, medical, PC, information and communication industries.
He said the content of electronics in a car is expected to grow to US$330 in 2019 from US$284 in 2014.
The company's customers are mainly from the global top ten semiconductor manufacturers in terms of market share including Intel, Samsung, Qualcomm, Micron, Toshiba and Texas Instruments.
Lim said the company's test and burn-in lines in Kuala Lumpur, Penang and Tianjin, China are currently running at 70% to 80% capacity. Last year, the company delivered a record shipment of over a billion semiconductor devices generating record revenue of RM254.37 million.
Asked if the company has plans to expand its burn-in and testing lines, Lim said the company's existing plants each are space ready to take off any expansion in the future.
Last year, the company experienced a sharp rise in costs for labour and electricity, in both China and Malaysia.
“At the same time, we make good improvements in manufacturing cycle time and improved equipment utilisation. These efforts have enabled us to mitigate the cost increases,” Lim said.
For the financial year ended July 31, 2014 (FY14) jumped to RM10.88 million from the RM4.57 million recorded in FY13. Its revenue during the same period increased 2.7% to RM254.37 million from RM247.61 million.










点评

谢谢神猴。。  发表于 2015-2-19 20:46

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发表于 2015-2-19 23:50 | 显示全部楼层
kesm 会受惠吗?



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发表于 2015-2-20 10:04 | 显示全部楼层
感觉KESM应该会受惠哦。。。会吗?


Budget spurs manufacturing automation, say auto industry players
Posted on 11 October 2014 - 01:02pm
Last updated on 11 October 2014 - 03:30pm
Print
KUALA LUMPUR: Automotive industry players have welcomed the 2015 Budget, saying it will spur manufacturing automation in their industry.

"The automation capital allowance of up to 200% on the expenditure incurred within a specific period is a specialised incentive package, and will benefit manufacturers of energy-efficient vehicles (EEVs)," Malaysian Automotive Institute (MAI) Chief Executive Officer Mohamad Madani Sahari told Bernama.

Incentives in the Budget will also promote innovation and commercialisation in the local automotive industry, he said, citing the RM1.3 billion allocation for the Ministry of Science, Technology and Innovation aimed at commercialising 360 high-impact innovative products over the next five years.

Madani also praised the government for providing RM290 million in research funds to implement high-impact research, development and commercialisation programmes.

He said MAI is spearheading research on electric buses using lithium ion batteries, with the first prototype expected by January next year, and welcomes the sustainable mobility fund of RM70 million, to be established under SME Bank, to develop the electric vehicle manufacturing industry in Malaysia.

The incentives on developing innovation would help Malaysia to develop its own capability, and will benefit the country in the long run as it would own the intellectual property rights, he added.

Meanwhile, BMW Group Malaysia Managing Director Alan Harris said the initiative to develop the electric vehicle manufacturing industry demonstrates Malaysia's desire to adopt future and sustainable technologies in the automotive industry.

He said such a progressive move should be extended to the passenger car industry as well with the aim of introducing electric passenger cars to the country.

As the technology is still very new, he said Malaysians should be given the chance to drive the electric cars first, and the only way to do so is to allow duty exemptions for fully imported electric passenger cars.

"The move will enable all Malaysians to experience new, responsible and clean technology and innovation at an affordable price point which could create a demand for such technology in the country, which in turn would justify international automakers to invest in assembling the cars in Malaysia.

"For us at BMW, "BMW i" is a new series of future green and clean technology vehicles which have begun making their mark in the world, and we want to introduce BMW i to Malaysia but we will need the help of the Malaysian government to make these innovations more accessible to Malaysians," he said in a phone interview.

Blogger Paul Tan said once the duty exemptions for completely knocked down (CKD) hybrid cars expire, the only way to get any kind of incentives under the National Automotive Policy (NAP) 2014 would be through "customised incentives" under the EEV policy.

"There is also the duty exemption for CKD electric cars, which is scheduled to end on Dec 31, 2017, but up to now, no passenger car manufacturer has taken it up," he said in his blog paultan.org. – Bernama

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发表于 2015-2-20 11:23 | 显示全部楼层
jc5360 发表于 2015-2-19 20:18
KESM Sets Sight On Car Electronic In The Future
Farah AdillaFriday, January 16, 2015Lim says the co ...

虽然手机和个人电脑用的半导体晶片将会成长缓慢,但看好他未来几年的汽车晶片业务成长,公司打入中国市场是对的决定,加上公司保留资金,在资本支出将投入更多资金在其业务研发,所以派股息dy几年来也相对比较低,希望未来公司能提高派息率,或派红股提高股票交易量流动性,以回遗股东们的支持。

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发表于 2015-2-20 11:55 | 显示全部楼层
流通量太低太低了。。。
实在有必要派发红股,改善流通量

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发表于 2015-2-20 21:47 | 显示全部楼层
本帖最后由 jc5360 于 2015-2-20 23:18 编辑

有兴趣可以看看

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发表于 2015-2-20 22:00 | 显示全部楼层
jc5360 发表于 2015-2-20 21:47
有兴趣可以看看

金钱不足,无法下载。。。

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发表于 2015-3-11 17:29 | 显示全部楼层

OTHERS PRESS RELEASE : A SOLID START FOR KESM (AUTOMOTIVE INDUSTRY DRIVES CHIP DEMAND)
KESM INDUSTRIES BERHAD

TypeAnnouncement
SubjectOTHERS
DescriptionPRESS RELEASE : A SOLID START FOR KESM (AUTOMOTIVE INDUSTRY DRIVES CHIP DEMAND)

A copy of the Press Release dated 11 March 2015 is enclosed.  


Attachments


Announcement Info
Company NameKESM INDUSTRIES BERHAD  
Stock Name KESM   
Date Announced11 Mar 2015
CategoryGeneral Announcement
Reference NoCA-150310-61272

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发表于 2015-3-11 17:30 | 显示全部楼层

Quarterly rpt on consolidated results for the financial period ended 31/1/2015
KESM INDUSTRIES BERHAD

Financial Year End31/07/2015
Quarter2
Quarterly report for the financial period ended31/01/2015
The figureshave not been audited
Attachments

Remarks :

  • Default Currency
  • Other Currency
Currency: Malaysian Ringgit (MYR)
SUMMARY OF KEY FINANCIAL INFORMATION
31/01/2015
[tr][/tr]
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/01/2015
31/01/2014
31/01/2015
31/01/2014
$$'000
$$'000
$$'000
$$'000
1Revenue
62,096
61,824
131,259
126,610
2Profit/(loss) before tax
4,235
1,448
10,134
6,679
3Profit/(loss) for the period
3,151
1,342
7,509
4,901
4Profit/(loss) attributable to ordinary equity holders of the parent
2,089
90
4,848
2,844
5Basic earnings/(loss) per share (Subunit)
4.90
0.20
11.30
6.60
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 ($$)
5.8669
5.7064


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发表于 2015-3-13 12:38 | 显示全部楼层
本帖最后由 jc5360 于 2015-4-22 06:57 编辑

http://nexttrade.blogspot.com/2015/03/kesm-minor-hiccup-in-earnings.html

KESM: Minor Hiccup in Earnings


Results Update

For QE31/1/2015, KESM's pre-tax profit dropped by 28% q-o-q but rose 192% y-o-y to RM4.2 million while revenue dropped by 10% q-o-q but rose by a marginal 0.5% y-o-y to RM62 million.


Table: KESM's last 8 quarterly results


Chart 1: KESM's last 40 quarterly results

Valuation

KESM (closed at RM2.68 yesterday) is now trading at a PE of 9 times (based on last 4 quarters' EPS of 30 sen). At this PE, KESM is deemed fairly valued.

Technical Outlook

From the daily chart, we can see that KESM has broken above its medium-term downtrend line at RM2.50 in mid-February.


Chart 2: KESM's weekly chart as at Mar 11, 2015_11.00am (Source: ShareInvestor.com)

The monthly chart shows the stock had broken out of a large symmetrical triangle at RM2.30 in February 2014. With the exception of the overshooting in 1998 & 2000, this triangle had checked all upside & downside move for this stock. The 2014 breakout might still have some room to go- bearing in mind the NTA of RM5.87 per share!! Let's wait & see.


Chart: KESM's weekly chart as at Mar 11, 2015_11.00am (Source: ShareInvestor.com)

Conclusion
Based on decent financial performance, fair valuation & positive technical outlook, KESM remains a good stock for long-term investment.

Note:
In addition to the disclaimer in the preamble to my blog, I hereby confirm that I do not have any relevant interest in, or any interest in the acquisition or disposal of, KESM.

Posted by Alex Luat 3/12/2015 02:00:00 PM



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发表于 2015-3-13 17:31 | 显示全部楼层
KESM次季净利翻23倍
财经新闻 财经  2015-03-12 11:50


(吉隆坡11日讯)因令吉疲弱促使外汇收益大增,KESM科技(KESM,9334,主板科技股)2015财年第二季的净利,按年从9万令吉暴增约23倍至208万9000令吉。
据文告,测试服务需求提高,营业额按年提升0.4%至6209万6000令吉。
首2季,因脱售股票资产所得,净利按年提升70.5%至484万8000令吉;营业额按年提升3.7%至1亿3125万9000令吉。
因全球汽车市场的前景良好,KESM科技将把重心放在汽车的微晶片测试服务。

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发表于 2015-3-15 09:08 | 显示全部楼层
本帖最后由 jc5360 于 2015-3-15 09:13 编辑

游客,本帖隐藏的内容需要积分高于 50 才可浏览,您当前积分为 0

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发表于 2015-3-15 09:32 | 显示全部楼层
jc5360 发表于 2015-3-15 09:08
**** 本内容被作者隐藏 ****

其实购买了子公司全部股权后,他的eps会直接去到三毛多,只是他的capex依旧会保持在一个很大的数目,所以很难派高息,市场也很难给到PE10的估值。。。

点评

原来是酱。。。  发表于 2015-3-15 19:09

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发表于 2015-3-31 22:28 | 显示全部楼层
GENERAL MEETINGS: NOTICE OF MEETING
KESM INDUSTRIES BERHAD

Type of Meeting
EGM
Indicator
Notice of Meeting
Description
KESM INDUSTRIES BERHAD ("KESM")
-Notice of an Extraordinary General Meeting on proposed acquisition of the remaining 692,308 ordinary shares of RM1.00 each in KESM Test (M) Sdn Bhd (“KESM Test”), representing approximately 34.62% equity interest not already owned by the Company from Sunright Limited (“Sunright”) for a cash consideration of RM35.0 million (“Proposed Acquisition”)
Date of Meeting
16/04/2015
Time
10:30 AM
Venue
Pod 1, Level 32A, Capri by Fraser Kuala Lumpur, No. 5 Jalan Kerinchi, Bangsar South City, 59200 Kuala Lumpur, Malaysia
Date of General Meeting Record of Depositors
09/04/2015
Attachments



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