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[公司专区] 9334 KESM 科技

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发表于 2015-10-29 14:17 | 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


                Please refer attachment below.            
Attachments
                                    KESM Industries - RRPT.pdf                                 
644.0 kB                             



Announcement Info
Company Name                                                         KESM INDUSTRIES BERHAD                                         
Stock Name KESM
Date Announced29 Oct 2015
CategoryDocument Submission
Reference NumberDCS-28102015-00041


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发表于 2015-11-18 20:52 | 显示全部楼层
下个拜2出业绩了。。。期待

点评

期待!  发表于 2015-11-21 11:49
今天大涨26仙,业绩出后6块不是梦 XD  发表于 2015-11-19 20:53
50% ba~~  发表于 2015-11-19 09:29
期待  发表于 2015-11-18 22:16
净利涨多少才算好?  发表于 2015-11-18 21:34

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发表于 2015-11-20 14:15 | 显示全部楼层
上升股 KESM科技阻力RM5.46 2015-11-20 12:51




KESM科技(KESM,9334,主板科技股)的日线交投划出一段上升趋势,闭市以5.26令吉报收,按日涨29仙或5.84%。
短期上升阻力或会处于5.27至5.46令吉。http://www.nanyang.com/node/734963?tid=462




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发表于 2015-11-21 10:04 | 显示全部楼层
预计下星期公布的业绩会有很大的提升。期待股价再突破高点

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发表于 2015-11-24 17:10 | 显示全部楼层

9334    KESM    KESM INDUSTRIES BHD
Quarterly rpt on consolidated results for the financial period ended 31/10/2015
Quarter:1st Quarter
Financial Year End:31/07/2016
Report Status:Unaudited
Submitted By:
Current Year QuarterPreceding Year Corresponding QuarterCurrent Year to DatePreceding Year Corresponding Period
31/10/201531/10/201431/10/201531/10/2014
RM '000RM '000RM '000RM '000
1Revenue70,17969,16370,17969,163
2Profit/Loss Before Tax9,8395,8999,8395,899
3Profit/Loss After Tax and Minority Interest8,0662,7598,0662,759
4Net Profit/Loss For The Period8,0664,3588,0664,358
5Basic Earnings/Loss Per Shares (sen)18.806.4018.806.40
6Dividend Per Share (sen)0.000.000.000.00
As At End of Current QuarterAs At Preceding Financial Year End
7Net Assets Per Share (RM) 6.34626.0552
Remarks:
You are advised to read the entire contents of the announcement or attachment.
To read the entire contents of the announcement or attachment, please access
the Bursa website at http://www.bursamalaysia.com

24/11/2015   05:04 PM


Ref Code: 201511243100093

点评

谢谢!  发表于 2015-11-25 07:07
主要来源还是外汇,营业额只是提升1%  发表于 2015-11-24 21:32
成绩非常美  发表于 2015-11-24 19:45
很好的财报  发表于 2015-11-24 18:57

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发表于 2015-11-25 00:02 | 显示全部楼层
KESM sees net profit jump 192% to RM8.07m in 1Q

By Sangeetha Amarthalingam / theedgemarkets.com   | November 24, 2015 : 5:47 PM MYT   

KUALA LUMPUR (Nov 24): KESM Industries Bhd ( Valuation: 2.00, Fundamental: 2.50) recorded a 192% jump in net profit at RM8.07 million or 18.8 sen per share in its first quarter ended Oct 31, 2015 (1QFY16), from RM2.7 million or 6.4 sen per share last year.

Revenue increased marginally by 1.5% to RM70.2 million, from RM69.19 million.

In a filing with Bursa Malaysia today, KESM (fundamental: 2.5; valuation: 2) said the group’s profit improved consequently from lower expenses and employee benefits.

The company is engaged in specialised electronic manufacturing activities, primarily the provision of burn-in (process of stressing semiconductors to weed out potentially weak circuits) services, with a focus on the automotive market.

Moving ahead, KESM said despite the lacklustre global economy, the demand for automotive devices remained positive, reaffirming their focus in testing services.

It closed 41 sen or 7.56% lower at RM5.01 today, for a market capitalisation of RM233.1 million.

点评

谢谢!  发表于 2015-11-25 07:07

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发表于 2015-11-25 12:07 | 显示全部楼层
下跌股 KESM科技RM4.70支撑 2015-11-25 11:45




KESM科技(KESM,9334,主板科技股)日线股价趋势,于11月24日进入一段巩固回调,陷入一段短期调整趋势,跌破5.40令吉后,以5.01令吉报收,按日跌41仙或7.50%,近期料会在4.70至5.00令吉间取得应有的支撑。http://www.nanyang.com/node/735757?tid=462




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发表于 2015-12-9 12:28 | 显示全部楼层

点评

不客气  发表于 2015-12-9 19:42
谢谢分享  发表于 2015-12-9 12:33

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x 74
发表于 2016-1-4 22:29 | 显示全部楼层
公司收购KESM Test余下35%的股份后,2016年Q1的净利18.8 sen, 比想象中好。可惜营业额却没什么增长。

lower headcounts应该有延续性,不知lower fair value loss on investment securities是什么东东?

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发表于 2016-1-7 11:42 | 显示全部楼层
Stock With Momentum: KESM Industries

This article first appeared in The Edge Financial Daily, on January 7, 2016.

[url=]KESM Industries Bhd[/url] ( Valuation: 2.00, Fundamental: 2.50) (-ve)
SHARES of KESM (Fundamental: 2.5/3, Valuation: 2/3) have risen a cumulative 10.3% since it last triggered our momentum alert on Oct 22, 2015. The stock closed at a one-year high of RM5.48 yesterday.
The company is involved in specialized electronic manufacturing activities, particularly the provision of ‘burn-in’ services to the semiconductor industry. In FYJul2015, KESM derived 78% of its revenue from Malaysia, with the remaining 22% from China.
For 1QFY16, net profit grew an outsized 192.4% to RM8.1 million, on the back of a marginal increase in revenue to RM70.2 million. The increase was attributed to lower employee benefit and other expenses as well as forex gains of RM2.1 million.
Last October, KESM declared a final dividend of 3 sen per share for FY15, which brings total dividends for the financial year to 6 sen — a yield of 1.1% at current price. The final dividend will go ‘ex’ on Jan 15.





点评

so Greedy u r one of the mad guy?  发表于 2016-1-13 16:59
No problem at all. There are not many shares in the market. Everyone fighting to grab this stock like mad.  发表于 2016-1-13 16:57
today break new high...hopefully next week can break RM6.....  发表于 2016-1-13 16:56
谢谢分享  发表于 2016-1-7 13:18
Thanks for sharing.  发表于 2016-1-7 12:26

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发表于 2016-1-14 16:49 | 显示全部楼层
KESM earmarks RM82m for capacity expansion in FY16
By Chen Shaua Fui / theedgemarkets.com   | January 14, 2016 : 4:06 PM MYT   
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KUALA LUMPUR (Jan 14): KESM Industries Bhd (KESM) ( Valuation: 2.00, Fundamental: 2.50) has earmarked about RM82 million for its financial year ending July 31, 2016 (FY16) to expand the capacity of its integrated circuits test segment to meet the requirements of its clients from the automotive semiconductor manufacturing industry.

KESM provides specialised electronic manufacturing activities, primarily the provision of burn-in services — the process of stressing semiconductors to weed out potentially weak circuits — with a focus on the automotive market.

KESM's executive director Kenneth Tan said the quantum of allocated capital expenditure for FY16 is the same to that which it spent in FY15.

“The capacity expansion will mainly come from the test area. There are test requirements that need us to continue to invest in testing, in order to support our customer’s requirements. These are all customer-driven capacity requirements,” Tan told reporters, after the company’s annual general meeting (AGM) today.

Between 2011 and 2015, KESM, which is an associate company of Singapore-listed Sunright Ltd ( Valuation: 2.00, Fundamental: 2.35), had spent RM295 million on capex.

According to Tan, KESM is on track to grow its test segment, after acquiring the remaining 34.62% stake not owned by the company in KESM Test (M) Sdn Bhd, from Sunbright Ltd.

As such, Tan is optimistic about the company’s performance in FY16, as it expects to leverage on the growing global automotive industry that is moving towards the use of more electronic content in the vehicle, especially as the industry readies itself for the much-vaunted driverless cars.

Tan said many car makers have laid out their respective roadmap to get the driverless car on to the road in 10-15 years, and KESM can leverage on that trend to grow its business further.

“The future of the business is bright. We’ve already build up this investment in test, and as we scale up our operation to address the headwinds, we can also capture the future now,” Tan added.

Tan expects that 15 years from now, the electrical content in a driverless car will be double the amount of today’s conventional car.

However, Tan was tight-lipped when asked about his projection of KESM’s financial performance for FY16, saying only that the group’s first quarter results ended Oct 31, 2015 (1QFY16) could serve as the guidance for its financial performance for the remainder of FY16.

In 1QFY16, KESM's net profit jumped 192.40% to RM8.07 million, from RM2.76 million in 1QFY15, though revenue was only up slightly to RM70.18 million, from RM69.16 million.

Tan also said the focus is now on growing the company organically, and hence, merger and acquisition is not on its agenda.

At 3.22pm, KESM’s shares were trading 6 sen or 1.03% lower at RM5.74, valuing the group at RM243.46 million.
http://www.theedgemarkets.com/my ... fy16?type=Corporate

点评

=(  发表于 2016-1-14 16:58
too bad today market poor sentiment...  发表于 2016-1-14 16:58

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发表于 2016-1-14 21:39 | 显示全部楼层
重点发展汽车领域 科仪扩展测试业务

(吉隆坡14日讯)科仪工业(KESM,9334,主板科技股)未来会將重心放在汽车领域,持续开发新晶片的新功能,因智能汽车的內部电子设施日益增加,带动该公司的烧焊(Burn-In)及检测服务需求。

科仪工业执行董事陈潮坤在出席今日的股东大会后,会见媒体时表示,虽然目前全球经济充满挑战,但这並不代表所有的领域表现均將呈下跌走势。

其实,在全球汽车销售量下跌的趋势中,智能汽车的功能却逐渐多样化,因此,汽车电子设施的烧焊及检测服务需求仍会不断提升。

受益全球数码化

同时,全球走向数码化,也將让公司从中受益。2016財政年,科仪工业將会扩展测试服务范围,以及加强公司的烧焊技术,因此,他预期公司今年將会交出令人满意的表现。

此外,在去年向母公司--Sunright有限公司全面收购旗下子公司-KESMTEST(大马)私人有限公司剩余的34.62%股权之后,科仪工业目前可全面认列来自这家子公司的盈利贡献。

针对目前令吉走势相当波动,对该公司將会有什么样的影响,陈潮坤回应说,对公司而言,令吉走势並不是太大的问题,主要是科仪工业有採取適当的对冲措施,以管控成本及收入,稳定公司的表现。

有鑑於此,即使美元走强对公司有利,但账面上的外匯收益数额不会很显著。

加强烧焊技术

同时,该公司也將持续寻找机会把业务扩展至其他区域,但该公司並不打算通过併购扩充规模,仍会通过內部增长。

陈潮坤说道,在2016財政年,该公司將会拨出与2015財政年数目相当的资本开销(CAPEX),约为8200万令吉,主要取决於核心业务的需求,目的是扩充公司產能。

「科仪工业的目標不仅是提升生產数量,也希望通过创新改善生產质量,而过去数年內,有50%至80%的资本开销是用於发展汽车烧焊及检测服务。」

科仪工业往年都仅派发每股3仙的一次过股息,去年该公司打破以往派息纪录,额外派发每股3仙的免税特別股息。

针对未来的股息派发率是否会进一步提高,陈潮坤表示,该公司会根据表现来建议派息的幅度,最终还得由董事局拍板。

科仪工业本週前3个交易日股价大幅上涨,週三更收在5.80令吉的歷年新高水平,周四股价稍微回落,全天下跌10仙或1.72%,以5.70令吉掛收。

http://www.orientaldaily.com.my/business/cj200016527

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发表于 2016-1-15 11:51 | 显示全部楼层
KESM資本開銷‧維持8200萬2016-01-15 11:29





(吉隆坡14日訊)KESM科技(KESM,9334,主板科技組)為捍衛業務增長,現財政年預期保持8千200萬令吉資本開銷,與上財政年相同。


該公司執行董事陳潮坤在股東大會後表示,該公司2015年撥出了8千200萬令吉資本開銷,而工廠的使用率約80%,今年也會撥出大約同等的數額,以促進內部的成長。



他也表示,該公司第一季表現不錯,因此相對樂觀看待全年的業績。

撙節奏效
首季淨利飆193%

截至2015年10月31日為止,該公司第一季營業額成長1.47%至7千零17萬9千令吉,淨利卻飆漲193.08%,達808萬6千令吉,主要歸功於撙節措施奏效。

陳潮坤認為,汽車領域目前走向更高科技的趨勢發展,例如在無人駕駛、安全性能、電池管理系統及其他方面要求下,汽車需要更多的半導體設備,因此公司的半導體測試業務可從中受惠。

該公司2015年的半導體測試數量高達12億。

陳潮坤補充,早前美國電子業的數據顯示,汽車及物聯網(IoT)處於成長的狀態,將對半導體的需求日益走高。因此即使逆勢的環境,該領域的前景相當看俏。

“現代人們的生活已經逐漸進入電子化時代,因此未來半導體的需求將會更高。”

馬幣走弱方面,陳潮坤表示,公司在海內外工廠的成本與營業額都有進行自然護盤,因此馬幣走弱或走強對公司的影響並不會太大。(星洲日報/財經)







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发表于 2016-1-15 12:06 | 显示全部楼层
KESM 科技拨8200万增产 2016-01-15 10:13


(吉隆坡14日讯)KESM科技(KESM,9334,主板科技股)计划在截至7月31日的本财政内,拨出8200万令吉,扩充集成电路测试业务的产能,以迎合汽车半导体制造领域的需求。
该公司执行董事陈潮坤在股东大会后向媒体指出,这项扩充计划主要用于提升电路测试的效率,因此为了和服客户要求,公司需要不断地投资在该业务,来符合客户需求。
他说,公司在本财年所拨出的营运资本,与2015财年相同。
KESM科技在2011至2015年间的资本开销总额为2亿9500万令吉。
陈潮坤指出,该公司在去年完成收购KESM测试公司(KESM Test)剩余34.62%股权后,正推动测试业务的增长。
因此,他乐观看待公司在本财年的表现,归功于汽车领域不断增长,对汽车电子组件的需求也不断增加,特别是在未来发展蓬勃的无人驾驶轿车。
“不少汽车公司计划在10至15年内推出无人驾驶轿车,而KESM可趁势推动业务增长。”
KESM科技今天收报5.70令吉,下跌10仙或1.72%,成交量为25万3100股。http://www.nanyang.com/node/743986?tid=462




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发表于 2016-1-15 13:32 | 显示全部楼层
KESM optimistic as auto industry gears up for driverless cars
By Chen Shaua Fui / The Edge Financial Daily   | January 15, 2016 : 10:07 AM MYT   
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Translated by Google Translator:
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This article first appeared in The Edge Financial Daily, on January 15, 2016.



KUALA LUMPUR: KESM Industries Bhd ( Valuation: 2.00, Fundamental: 2.50), which saw its net profit in the first quarter ended Oct 31, 2015 (1QFY16) almost tripling to RM8.07 million, expects the global automotive industry’s move towards increasing electronic content in vehicles to drive its performance going forward, especially as the industry readies itself for the much vaunted driverless cars.

As such, it is positive on its financial performance in FY16, for which it has earmarked RM82 million — the same quantum as the year before — to expand the capacity of its integrated circuits test segment to meet the requirements of its clients from the automotive semiconductor manufacturing industry.

KESM executive director Kenneth Tan told reporters after the group’s annual general meeting yesterday that many carmakers have laid out their roadmaps to get their respective driverless car on the road in 10 to 15 years, and that KESM can leverage on that trend to grow its business further.

Tan expects the electrical content in a driverless car 15 years from now will be double that of today’s conventional car.

However, he declined to give any forecast for the company’s financial performance in FY16, though he indicated that the group’s 1QFY16, “which turned in very decently” could serve as a guidance of sorts.

KESM provides specialised electronic manufacturing activities, primarily the provision of burn-in services — the process of stressing semiconductors to weed out potentially weak circuits — with a focus on the automotive market.

In 1QFY16, KESM’s net profit jumped 192.4% to RM8.07 million from RM2.76 million in 1QFY15, largely due to the reduction of expenses and a foreign currency translation of RM4.44 million. Revenue rose slightly to RM70.18 million from RM69.16 million.

Meanwhile, Tan said the capacity expansion the group is looking at this year will mainly come from the test area.

“There are test requirements that need us to continue investing in testing, in order to support our customer’s requirements. These are all customer-driven capacity requirements,” said Tan.

Meanwhile, KESM’s average capacity utilisation at its three factories — two in Malaysia and one in Tian Jin, China — is now about 80%. The Chinese market accounted for 22.33% of its total revenue in FY15, while the remainder came from Malaysia.

Tan said the group is open to any possibility of overseas expansion, provided that there was demand from its customers such as those in China.

KESM dipped 10 sen or 1.72% to close at RM5.70 yesterday, valuing it at RM249.50 million. Its share price has risen about 2.4 times from a year ago, when it was trading at RM2.34.
http://www.theedgemarkets.com/my ... cars?type=Corporate

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发表于 2016-1-15 14:18 | 显示全部楼层
有没有人可以解释为什么kesm的depreciation那么高?
很多quarter都是高过他的net profit? 是他的equipment贬值特别严重?
但是我看sam或elsoft等 都没有这样夸张的depreciation......
麻烦哪位知道的告诉我答案。。。。。。

点评

我也想知道。 Capex 和 depreciation 年年都一样非常高。  发表于 2016-1-16 21:22

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x 75
发表于 2016-1-21 17:29 | 显示全部楼层
加码加到破产了

点评

不怕不怕@@住着住着就习惯了:p  发表于 2016-1-21 19:10
应该到底部了。套房不会住久  发表于 2016-1-21 18:53

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发表于 2016-3-4 00:03 | 显示全部楼层
好好观察观察。。

点评

ysn
認同  发表于 2016-3-5 12:33
那就加码吧。。  发表于 2016-3-5 06:19
大减价!!!  发表于 2016-3-4 22:45

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发表于 2016-3-5 21:08 | 显示全部楼层
有人在研究这只股票吗?
为什么业绩不错,但是为什么股价一直向下?
从图表看还在下跌趋势,至少还会跌10%啊

点评

冷门股是酱的,少人买会跌比较深,要定  发表于 2016-3-7 18:23
股票就是这样,业绩不错不一定涨。  发表于 2016-3-5 22:53

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发表于 2016-3-5 21:10 | 显示全部楼层
从公司公布的消息,也没有看到有主要股东在出货。难道是在洗盘?

点评

等到下星期.....@.@  发表于 2016-3-7 19:39
冷门股是酱的,少人买会跌比较深,要定  发表于 2016-3-7 18:23
下星期你就知道了,因为业绩要出了。。。。。。  发表于 2016-3-5 21:30

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