[KESM INDUSTRIES BHD：预计2018年全球半导体收入将达到4510亿美元，比2017年的4,204亿美元增长7.3％]
其他收入增加了110万令吉，主要是由于持有的交易性投资证券的公允价值收益增加了90万令吉。这集团的税前利润减少22％或280万令吉，由2018财年第4季度的1,280万令吉减少至1,000万令吉。
由于对burn-in和测试服务的需求增加，这集团的收入从上一年的3.38亿令吉增加至本财政年度的3.498亿令吉，收入增加3％或1,180万令吉。其他收入增加95％或150万令吉，主要是由于机械零件处置收益增加了90万令吉，汇兑收益增加了30万令吉。
现金和短期存款增加39％或RM5000万，从1.276亿令吉增至1.776亿令吉，相当于经营产生的净盈余现金。贸易及其他应付款项减少50％或3760万令吉，由7,460万令吉减至3700万令吉，主要归因于购买机器和测试设备的余额为2660万令吉，以及应计营业费用减少880万令吉。
这集团于4QFY2018实现税前利润为1,000万令吉，而截至2018年4月30日止的上一季度则为720万令吉。税前利润增加270万令吉主要是由于投资的公允价值收益18财年第4季度交易的交易价格为140万令吉，而上一季度交易投资证券的公允价值损失为100万令吉。
前景：
预计2018年全球半导体收入将达到4510亿美元，比2017年的4,204亿美元增长7.3％。根据2018年7月国际货币基金组织展望报告，2018年全球增长预计将达到3.9％，对比2017年的3.7％。半导体行业的广泛指数和全球增长是另一个令人满意的一年的积极指标。这集团正在不懈地精简其业务，以更好地化解业务波动。
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James Ng Stock Pick Performance:
Since Recommended Return:
1) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.92 in 1 month 20 day, total return is 28.7%
2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.975 in 3 months 1 day, total return is 22.6%
3) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.52 in 2 months 24 days, total return is 16.1%
4) MATRIX (MATRIX CONCEPTS HOLDINGS BHD), recommended on 22 Jul 18, initial price was RM2.04, rose to RM2.11 (dividend RM0.0325) in 2 months 10 days, total return is 5%
我希望将我的策略分享给读者，希望他们在阅读后能够表现出色。我正在使用基本面分析（Fundamental Analysis）：
预计公司每年的增长率必须> 14％
我想说服读者学习基本面分析FA以便能从股市赚钱。
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[KESM INDUSTRIES BHD: world-wide semiconductor revenue is estimated to reach USD451 billion in 2018, representing a growth of 7.3% from USD420.4 billion in 2017]
Other income was higher by RM1.1 million, mainly due to higher fair value gain on investment securities held for trading by RM0.9 million. The Group’s profit before tax reduced by 22% or RM2.8 million, from RM12.8 million to RM10.0 million in 4QFY2018.
The Group’s revenue improved by 3% or RM11.8 million, from RM338.0 million in the preceding year to RM349.8 million for the current financial year as a result of higher demand for burn-in and testing services. Other income was higher by 95% or RM1.5 million, mainly due to higher gain on disposal of machinery spares by RM0.9 million, and an exchange gain of RM0.3 million.
Cash and short-term deposits improved by 39% or RM50.0 million, from RM127.6 million to RM177.6 million, which represented the net surplus cash generated from operations. Trade and other payables decreased by 50% or RM37.6 million, from RM74.6 million to RM37.0 million, largely attributable to settlement of balances due for purchases of machinery and test equipment of RM26.6 million, and lower accrued operating expenses by RM8.8 million.
The Group achieved profit before tax of RM10.0 million for 4QFY2018, compared to RM7.2 million in the preceding quarter ended 30 April 2018. The increase in profit before tax by RM2.7 million was mainly due to a fair value gain on investment securities held for trading of RM1.4 million in 4QFY18, from a fair value loss on investment securities held for trading of RM1.0 million.
Prospects:
World-wide semiconductor revenue is estimated to reach USD451 billion in 2018, representing a growth of 7.3% from USD420.4 billion in 2017. According to the July 2018 International Monetary Fund Outlook Report, global growth is projected to reach 3.9% in 2018, from 3.7% in 2017. The broad indices of the semiconductor industry and global growth are positive indicators of another satisfactory year. The Group is relentlessly streamlining its operations to better position itself for business volatility.
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James Ng Stock Pick Performance:
Since Recommended Return:
1) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.92 in 1 month 20 day, total return is 28.7%
2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.975 in 3 months 1 day, total return is 22.6%
3) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.52 in 2 months 24 days, total return is 16.1%
4) MATRIX (MATRIX CONCEPTS HOLDINGS BHD), recommended on 22 Jul 18, initial price was RM2.04, rose to RM2.11 (dividend RM0.0325) in 2 months 10 days, total return is 5%
I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:
the forecasted growth of a company must > 14% per year
I wish to convince readers to learn FA in order to make money from stock market.
I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/
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James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/
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Final decision is always yours, thank you.
James Ng
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