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【KESM 9334 交流专区】KESM工业

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发表于 8-11-2012 09:50 PM | 显示全部楼层 |阅读模式

Announcement
Date
Financial
Year
Quarter
Number
Financial
Quarter
Revenue
(RM,000)
Profit Before
Tax (RM,000)
Net Profit
(RM,000)
Earning
Per Share (Cent)
Dividend
(Cent)
NTA (RM)
20/09/201231/07/2012431/07/2012
69,724
498
-2,582
-6.00
3.00
5.350
24/05/201231/07/2012330/04/2012
58,582
3,703
1,861
4.30
0.00
5.400
08/03/201231/07/2012231/01/2012
58,277
4,385
3,057
7.10
0.00
5.360
22/11/201131/07/2012131/10/2011
50,357
3,395
1,825
4.20
0.00
5.300
20/09/201131/07/2011431/07/2011
61,349
3,835
2,144
5.00
3.00
5.220
26/05/201131/07/2011330/04/2011
59,531
4,340
2,453
5.70
0.00
5.170
Date
Financial
Year
Ex-Date
Entitlement
Date
Payment
Date
Entitlement Type
Dividend
(Cent)
Dividend
(%)
29/10/201231/07/201216/01/201318/01/201306/02/2013First and Final Dividend3.0000.00
27/10/201131/07/201104/01/201206/01/201220/01/2012First and Final Dividend3.0000.00
27/10/201031/07/201010/01/201112/01/201124/01/2011First and Final Dividend3.0000.00
27/10/200931/07/200914/01/201018/01/201002/02/2010First and Final Dividend3.0000.00
20/11/200831/07/200809/01/200913/01/200923/01/2009First and Final Dividend3.0000.00
29/10/200731/07/200717/01/200821/01/200805/02/2008First and Final Dividend3.0000.00

官网:http://www.kesmi.com/

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.

KESM的NTA高达RM5.34。单单净现金就有RM53.75Mil(大约每股有RM1.25的现金)。
看好短期内会有可能突破RM2大关.
本帖最后由 icy97 于 8-11-2012 10:13 PM 编辑

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 楼主| 发表于 10-11-2012 06:07 PM | 显示全部楼层
本帖最后由 icy97 于 10-11-2012 09:02 PM 编辑

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 楼主| 发表于 11-11-2012 03:04 PM | 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。”

http://www.nanyang.com/node/488048



不过我在这里首先要提及的是,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。
本帖最后由 icy97 于 11-11-2012 11:27 PM 编辑

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 楼主| 发表于 11-11-2012 03:11 PM | 显示全部楼层
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

2012年1月5日 星期四
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

http://mce-relax.blogspot.com/2012/01/kesm.html
本帖最后由 icy97 于 11-11-2012 11:32 PM 编辑

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 楼主| 发表于 11-11-2012 03:43 PM | 显示全部楼层
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发表于 23-11-2012 01:18 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/10/2012
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/10/2012
31/10/2011
31/10/2012
31/10/2011
$$'000
$$'000
$$'000
$$'000
1Revenue
64,236
50,357
64,236
50,357
2Profit/(loss) before tax
3,901
3,395
3,901
3,395
3Profit/(loss) for the period
2,105
2,216
2,105
2,216
4Profit/(loss) attributable to ordinary equity holders of the parent
1,283
1,825
1,283
1,825
5Basic earnings/(loss) per share (Subunit)
3.00
4.20
3.00
4.20
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 ($$)
5.3775
5.3476

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发表于 17-1-2013 01:58 AM | 显示全部楼层
小股东冀KESM提高派息
財经 2013年1月16日
(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。」
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发表于 12-3-2013 12:24 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/01/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/01/2013
31/01/2012
31/01/2013
31/01/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
58,694
58a277
122,930
108,634
2Profit/(loss) before tax
2,094
4,385
5,995
7,780
3Profit/(loss) for the period
-95
3,569
2,010
5,785
4Profit/(loss) attributable to ordinary equity holders of the parent
-889
3,057
394
4,882
5Basic earnings/(loss) per share (Subunit)
-2.10
7.10
0.90
11.30
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 ($$)
5.3400
5.3500

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发表于 29-5-2013 03:53 AM | 显示全部楼层
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
1Revenue
60,272
58,582
183,202
167,216
2Profit/(loss) before tax
3,073
3,703
9,068
11,483
3Profit/(loss) for the period
1,237
2,764
3,247
8,549
4Profit/(loss) attributable to ordinary equity holders of the parent
47
1,861
441
6,743
5Basic earnings/(loss) per share (Subunit)
0.10
4.30
1.00
15.70
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 ($$)
5.3442
5.3476

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发表于 20-9-2013 12:30 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/07/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/07/2013
31/07/2012
31/07/2013
31/07/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
64,403
69,724
247,605
236,940
2Profit/(loss) before tax
4,956
498
14,024
11,981
3Profit/(loss) for the period
6,194
-1,166
9,441
7,383
4Profit/(loss) attributable to ordinary equity holders of the parent
4,128
-2,582
4,569
4,161
5Basic earnings/(loss) per share (Subunit)
9.60
-6.00
10.60
9.70
6Proposed/Declared dividend per share (Subunit)
3.00
3.00
3.00
3.00


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 ($$)
5.4732
5.3476

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发表于 29-10-2013 02:55 AM | 显示全部楼层
KESM INDUSTRIES BERHAD

EX-date
09/01/2014
Entitlement date
13/01/2014
Entitlement time
04:00:00 PM
Entitlement subject
First and Final Dividend
Entitlement description
First and Final Tax Exempt Dividend of 3 sen per share in respect of the financial year ended 31 July 2013
Period of interest payment
to
Financial Year End
31/07/2013
Share transfer book & register of members will be
to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no
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
Payment date
29/01/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
13/01/2014
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit

c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)

Entitlement indicator
Currency
Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
0.03

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发表于 26-11-2013 05:30 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/10/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/10/2013
31/10/2012
31/10/2013
31/10/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
64,786
64,236
64,786
64,236
2Profit/(loss) before tax
5,231
3,901
5,231
3,901
3Profit/(loss) for the period
3,559
2,105
3,559
2,105
4Profit/(loss) attributable to ordinary equity holders of the parent
2,754
1,283
2,754
1,283
5Basic earnings/(loss) per share (Subunit)
6.40
3.00
6.40
3.00
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 ($$)
5.5581
5.4732

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发表于 11-3-2014 02:11 AM | 显示全部楼层
KESM工業次季轉盈

企業財經10 Mar 2014 22:16
(吉隆坡10日訊)KESM工業(KESM,9334,主要板工業)本財年截至1月底次季轉虧為盈,首兩季淨利更是獲得6倍增長。

KESM工業今日宣佈次季業績,營業額按年增長5%至6182萬令吉,轉虧為盈錄得9萬令吉淨利。

該公司首兩季營業額按年增長3%至1億2661萬令吉,淨利暴漲6倍至284萬令吉。

根據KESM工業發出的文告,因半導體行業強勁成長及公司客戶需求增加,推高公司訂單,因此公司首6個月錄得佳績。

根據市場數據,半導體行業在去年按年增長了5.6%至3330億美元(約1兆912億令吉),公司看好今年仍然會維持穩健成長。【中国报财经】

SUMMARY OF KEY FINANCIAL INFORMATION
31/01/2014
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

Type
Announcement
Subject
OTHERS
Description
PRESS RELEASE : KESM SEES STRONG DEMAND FOR BURN-IN & TEST SERVICES
Attachments
本帖最后由 icy97 于 11-3-2014 03:51 AM 编辑

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发表于 1-6-2014 02:37 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/04/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/04/2014
30/04/2013
30/04/2014
30/04/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
59,107
60,272
185,717
183,202
2Profit/(loss) before tax
3,773
3,073
10,452
9,068
3Profit/(loss) for the period
2,487
1,237
7,388
3,247
4Profit/(loss) attributable to ordinary equity holders of the parent
1,360
47
4,204
441
5Basic earnings/(loss) per share (Subunit)
3.20
0.10
9.80
1.00
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 ($$)
5.5512
5.4732

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发表于 19-9-2014 05:03 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/07/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/07/2014
31/07/2013
31/07/2014
31/07/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
68,648
64,403
254,365
247,605
2Profit/(loss) before tax
9,352
4,956
19,804
14,024
3Profit/(loss) for the period
8,952
6,194
16,340
9,441
4Profit/(loss) attributable to ordinary equity holders of the parent
6,679
4,128
10,883
4,569
5Basic earnings/(loss) per share (Subunit)
15.50
9.60
25.30
10.60
6Proposed/Declared dividend per share (Subunit)
3.00
3.00
3.00
3.00


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 ($$)
5.7064
5.4732

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发表于 19-9-2014 05:06 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
PRESS RELEASE : KESM IMPROVES REVENUE
A copy of the Press Release dated 18 September 2014 is enclosed.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1743049
Attachments

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发表于 30-10-2014 09:17 PM | 显示全部楼层
KESM INDUSTRIES BERHAD

EX-date
27/01/2015
Entitlement date
29/01/2015
Entitlement time
04:00:00 PM
Entitlement subject
First and Final Dividend
Entitlement description
First and Final Tax Exempt Dividend of 3 sen per share in respect of the financial year ended 31 July 2014
Period of interest payment
to
Financial Year End
31/07/2014
Share transfer book & register of members will be
to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no
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
Payment date
17/02/2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
29/01/2015
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit

c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)

Entitlement indicator
Currency
Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
0.03

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发表于 26-11-2014 03:19 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/10/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/10/2014
31/10/2013
31/10/2014
31/10/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
69,163
64,786
69,163
64,786
2Profit/(loss) before tax
5,899
5,231
5,899
5,231
3Profit/(loss) for the period
4,358
3,559
4,358
3,559
4Profit/(loss) attributable to ordinary equity holders of the parent
2,759
2,754
2,759
2,754
5Basic earnings/(loss) per share (Subunit)
6.40
6.40
6.40
6.40
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 ($$)
5.7839
5.7064

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发表于 5-1-2015 03:35 PM | 显示全部楼层
KESM有大筆現金……

2015-01-05 10:05      

柔州一小股東問:
(1)KESM科技(KESM,9334,主板科技組)的前景如何?
(2)是否值得繼續持有?
(3)公司有大筆現金,卻不分給股東,為甚麼?
(4)大股東是否會趁股市低迷時而將公司私有化?

答:
(1)該公司業務主要涉及半導體的預燒測試服務領域。除了大馬,該公司在中國也有業務。

該公司在宣佈最新業績,談到業務前景時披露,全球半導體市場在2014年的營業額料達到3千380億美元,比2013年的3千150億美元增長了約7.3%,比之前的預測6.7%上調了約0.6%。

該公司指出,雖然上述半導體行業成長良好,不過,目前全球經濟氛圍依然持續不明朗,特別是全球主要經濟體。國際貨幣基金組織最近就將全球2014年的經濟成長下調至3.3%,比較之前在2014年7月預測降低了0.1%。

惟在本身業務方面,該公司將持續專注在推動及服務世界級的汽車半導體製造商,繼續加強核心專長——即半導體的預燒測試服務領域。

該公司的興衰,往往與全球經濟成長息息相關。換句話說,若是全球經濟向好,特別是汽車業前景亮麗,相信該公司的業務前景也不錯。

(2)是否值得繼續持有該公司股票,過去6個月來,並沒有任何證券研究進行剖析,惟可看看其最新的一些財務數字以供參考。

截至2014年10月31日為止,該公司的總資產為3億8千442萬令吉,包括現金與銀行余款即有1億1千零80萬令吉,若以其股本4千301萬5千股為准,單是每股現金就達到2令吉57仙。

該公司總負債則僅為9千793萬5千令吉。而保留盈利則有1億9千610萬2千令吉。截至今年10月31日為止,該公司的每股資產值為5令吉78仙。

(3)如上述數字,該公司确實有大筆現金,卻不分給股東的原因,則不得而知。若是你作為公司股東,可在適當時刻或場所(如舉行股東大會)時,詢問管理層或董事。

(4)大股東是否要私營化公司,這裡沒有消息及不得而知,不過,在股市里甚麼事情都可能發生,當然包括大股東將公司私有化佔為己有的情況。(星洲日報/投資致富‧投資問診‧文:李文龍)
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发表于 16-1-2015 07:15 PM | 显示全部楼层
看好汽车电子产品前景 KESM 增微晶片测试设备

财经新闻 财经  2015-01-16 10:07
(吉隆坡15日讯)基于全球汽车电子产品领域前景亮丽,KESM科技(KESM,9334,主板科技股)将增加用在自排车中,自控系统微晶片的测试设备。

根据《The Edge》财经日报,KESM科技执行主席兼总执行长林信赐相信,汽车领域的微晶片需求,将在数年内增加。

他说,自排车料在未来10年内推出市场,因此,自控系统的微晶片需求料随着提高,未来几年内的需求将显著增长。

目前,KESM科技拥有3座半导体测试厂,位于雪州和槟城;中国天津的厂房使用率则达70%至80%。

林信赐今日在该公司股东大会和股东特别大会后,对记者如是指出。

他也说,该公司将提高资本开销,投资以保持竞争力,他还指出,截至2015年7月31日止的财年内,公司资本开销料超越过去5年,6000万令吉的平均值他说:“目前我未能透露正确的数字,但是,过去五年,我们平均资本开销约为6000万令吉,所以现财年的资本开销会更大。”

整体来看,全球半导体领域在过去3年内,取得13%增长率,因此他对于该领域展望保持正面。相信该趋势将持续。【南洋网财经】
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