https://sg.finance.yahoo.com/news/cheapest-stocks-singapore-stock-market-044014000.html

Sunright

https://sg.finance.yahoo.com/news/look-cheapest-stocks-singapore-stock-034238466.html

Three years of record wafer shipments expected, says SEMI
https://www.electronicsweekly.com/news/business/three-years-record-wafer-shipments-expected-says-semi-2018-10/

Prospect of Trump-Xi talks raises hope for thaw in trade war. THE ASSOCIATED PRESS.

http://www.asahi.com/ajw/articles/AJ201810130016.html

China's Sept trade surplus with US hits record $47b. https://www.straitstimes.com/business/economy/chinas-sept-trade-surplus-with-us-hits-record-47b

2 Electronic Stocks That Have Been Unfairly Hammered By The Market
https://www.fool.sg/2018/07/20/2-electronic-stocks-that-have-been-unfairly-hammered-by-the-market/

3 Income Stocks I Like from the List of 30 Best Stocks in Singapore for 2018
https://www.fool.sg/2018/08/07/3-income-stocks-i-like-from-the-list-of-30-best-stocks-in-singapore-for-2018/

Part of the reason why wafer shortage still continues is because wafer demand has been increassing rapidly, so it is not necessarily a bad thing.

You should know that wafer acts like buffer.


When semiconductor demand increases, wafer shortage may prevent Kesm's net profit from increasing rapidly.

When semiconductor demand decreases, wafer utilisation rate will increase, so it may prevent Kesm's profit from decreasing rapidly.

That's why it is unlikely that Kesm's net profit will decrease rapidly.

https://www.businesstimes.com.sg/government-economy/singapore-factory-output-up-59-in-march-amid-strong-semiconductor-growth

Singapore factory output up 5.9% in March amid strong semiconductor growth

Kesm and Sunright are in a very good position.

1. China cuts tax rates for chipmakers amid trade tensions
https://www.reuters.com/article/us-china-semiconductors-taxbreaks/chin...

KESM has a subsidiary in China. Kesm is likely to benefit from that.

2. The US has already reduced the corporate tax rate. ->
Kesm has business dealings with virtually all the American semiconductor manufacturers. Kesm is likely to benefit from that.

3. China's Xi Jinping says tariffs on car imports will be cut this year. -> Kesm has business dealings with virtually all the American semiconductor manufacturers. Kesm is likely to benefit from that.

At first most people thought the US and China would end up with a lose-lose situation. But for Kesm things have already turned out to be a win-win situation.

Chinese President Xi Jinping pledged on Tuesday (Apr 10) to lower car tariffs this year and take other steps to further open the world's number two economy, indirectly addressing major complaints by the United States in a simmering trade row. -------->

Buy automotive semiconductor stocks like KESm ans Sunright.

Buy KESM, a related company, as well.

Republicans Warn Trump a Trade War Risks Party’s Chances in November
http://www.ttnews.com/articles/republicans-warn-trump-trade-war-risks-partys-chances-november

How Singapore’s wealth fund invests in technology companies | http://www.klsescreener.com/v2/news/view/358193
26/03/2018 21:29

Electronics was once again the star performer, expanding 17.4 per cent last month compared to a year ago. This was attributed mainly to the booming semiconductors segment, which posted a robust growth of 26.7 per cent.
http://www.straitstimes.com/business/economy/singapore-factory-output-up-89-in-february-better-than-expected

首季iPhone X 熱銷 蘋果收入淨利創新高 | http://www.klsescreener.com/v2/news/view/338033

Samsung topples Intel to become the world’s largest chipmaker. Intel is the second largest chip maker now. Recent QR announcements of both Samsung and Intel were amazing.