KUALA LUMPUR: Test equipment maker Pentamaster Corp Bhd is ramping up production, amid strong demand from customers in the telecommunication sector after posting a weaker second quarter results.

The company, in a filing with Bursa Malaysia today, said its performance in the three-month ended June 30 was affected by the global supply chain disruption due to the Covid-19 pandemic.


Net profit in the latest quarter declined 13% to RM17mil, as revenue fell 14.6% to RM103mil.


Pentamaster said logistic and travelling restrictions imposed by countries worldwide in the second quarter has led to operation disruptions for the Group that has essentially delayed its projects delivery timeline.

"This has impacted the Group’s financial and operating results given the Group’s business nature and its accounting treatment," it said.

But as restrictions started to ease significantly since June, the company is making good progress across its business operations.

"The group is expected to stage a positive second half 2020 recovery," it said. "Currently, the Group is now back to its current 100% workforce run-rate with an aggressive production ramp up."

Against the pervasive uncertainty for the rest of the year, Pentamaster continues to see several growth catalysts driving its business momentum.

"The demand level from customers within the telecommunications sector remains robust owing to the Group’s broadening exposure in the optoelectronics ecosystem and 3D sensing technology," it said.

Meanwhile, the Group’s automotive segment portfolio has broadened with product diversification to cater for the fast-growing electric vehicle industry.


Pentamaster is also expanding its foothold in the medical devices segment, post-acquisition of TP Concept Sdn. Bhd, a company which is involved in the designing and manufacturing of single-use medical devices.

Not bad, we are expected! even in MCO. Next QR should be better.

CGS-CIMB Research has maintained its “add” rating of MyEG Services Bhd, with an unchanged target price (TP) of RM1.80, as it sees the government allowing businesses to rehire foreign workers as a positive for the group’s job-matching business prospects.
14/08/2020 12:13 PM

alexlee06037 The research house said the new policy will also potentially leverage MyEG's one-stop Covid-19 screening portal. The screening portal is an alternative channel for employers to register and arrange for testing of workers at a cost of RM150 per test.

CGS-CIMB said it had gathered that MyEG completed 100,000 Covid-19 tests booked via the portal since its launch in early-June. The company targets to carry out 500,000 test screenings this year.

CGS-CIMB Research has maintained its “add” rating of MyEG Services Bhd, with an unchanged target price (TP) of RM1.80, as it sees the government allowing businesses to rehire foreign workers as a positive for the group’s job-matching business prospects.
14/08/2020 12:13 PM

The research house said the new policy will also potentially leverage MyEG's one-stop Covid-19 screening portal. The screening portal is an alternative channel for employers to register and arrange for testing of workers at a cost of RM150 per test.

CGS-CIMB said it had gathered that MyEG completed 100,000 Covid-19 tests booked via the portal since its launch in early-June. The company targets to carry out 500,000 test screenings this year.

https://www.bfm.my/podcast/morning-run/the-breakfast-grille/testing-new-highs

Listening to the boss chew Ne Weng interviewed by BFM breakfast grilled this morning, it seems promising and may deliver Satisfactory result for 2020..

美国科技股大起

美国科技股大起

美国科技股大起

Go go go QES

https://www.bfm.my/podcast/morning-run/the-breakfast-grille/testing-new-highs

Strong solutions/core business : 1) Semiconductor & Mems Sensor, 2) Optics & Photonics Sensor, 3) Factory Automation Solutions 4) Medical Industry Solutions.

Strong Fundamental and strong NETCASH

#LCTITAN
乐天大腾化学挑战RM2.05/敏源
2020年08月08日

马股的热络交投促使成交量冲破266亿股的新历史高峰，富时隆综指的交投走势却掉头回跌。

富时隆综指于8月7日闭市时以1578.14报收，按日跌10.43点或0.66%。

它的整日交投波幅介于12.94（1578.14-1591.08）点间。

乐天大腾化学（LCTITAN，5284，主板工业股）于8月7日闭市时反弹了。它于闭市时收1.92令吉，按日涨10仙或5.49%。

乐天大腾化学的30分钟图表走势，于8月7日的交投走势突破它的顶头阻力线（B1:B2）。

它的30分钟平滑异同移动均线指标（MACD），于8月7日的交投走势处于一个调整的格局。

它处于“0”支撑线上波动，乐天大腾化学的后市交投走势，或会出现一段短线回试它的下限支撑线的支撑（B1:B2）。

乐天大腾化学的日线图表走势于回试后，或会显现一段反弹走势，它或会挑战1.93-2.05令吉的阻力水平。

Same to what i got from insider too.

QES Group Berhad, an investment holding company, engages in the distribution of inspection, test, and measurement equipment; and materials and engineering solutions. It offers microscopes, ED-XRF and WD-XRF analyzers, ICP spectrometers, OES equipment, and video coordinate measuring systems; materials and related parts used in the semiconductor industry, such as quartz parts, conditioning discs, back grinding wheels, and grinding and dicing tapes; and gas abatement systems to control gaseous emissions from manufacturing facilities, as well as scientific instruments.

The company also manufactures and sells optical inspection equipment comprising post wire bond, post dicing, and post probing inspection systems; and automated handling equipment, such as wafer batch transfer systems, and printing and labelling systems, as well as advanced wafer measurement systems. In addition, it offers after-sales services, including training, repair, and maintenance, as well as upgrading services.

The company serves electrical and electronics, automotive, and semiconductor industries. It operates in Malaysia, Vietnam, Singapore, the Philippines, Thailand, Indonesia, China, France, Japan, South Korea, Mexico, the United States, Taiwan, Germany, Spain, and Austria. QES Group Berhad was incorporated in 2014 and is headquartered in Shah Alam, Malaysia.

Strong Precious metal parts for hard disk. Order had full & running full capacities now. New TP over 4.00

The Strongest automation counter. Fundamental and net cash very Rich

Sure today TP over 2.00

Rocket up up

Needmoney LCtitan make 88m profit drop. Luxchem make 7M but limit up. Apa macam punya logic

LCTITAN make 88m profit drop. Luxchem make 7M but limit up. Apa macam punya logic

Important is fundamental, growth and netcash company

He is confident in the MYEG current & future biz’s performance

LCTITAN biz is better than Luxchem and Hexza (small companies)

Kinetic@ who provide you this info ?

The brokerage said although the polymer spread fell from its peak of US$640 per tonne in end-March, the present spread of US$550 per tonne is “still profitable” for LCTH.

PETALING JAYA: Lotte Chemical Titan Holding Bhd (LCTH) is likely to be profitable in the second half of this year (2H20) given the product spread is still healthy and profitable for the group, Maybank IB Research said.

The brokerage said although the polymer spread fell from its peak of US$640 per tonne in end-March, the present spread of US$550 per tonne is “still profitable” for LCTH.

“We think the spread could gradually soften from August on lower plant turnaround activities in the region and China-led new supply.

“Additionally, plant utilisation rate in the second half of this year would be stable at around 85%. The next turnaround activity will take place in July 2021, ” it noted.

Meanwhile, Maybank IB Research expects that LCTH’s earnings for the third quarter ending Sept 30,2020 (3Q20) be weaker quarter-on-quarter in the absence of the substantial inventory write-back.

“We maintain our earnings forecasts for the financial years (FY) ending Dec, 31,2020, to 2022 and expect a profitable 2H20 as the present spread is still healthy.

“Our target price is retained at RM2.10, which is based on an unchanged two times enterprise value to earnings before interest and taxes based on FY21, ” it said.

The core net profit for 2Q20 was RM150mil excluding the unrealised forex loss of RM63mil, which was a sharp rebound from core net loss of RM222mil in 1Q20.

“This brought 1H20 core net loss to RM72mil and was within our forecast as we expect a profitable 2H20, ” Maybank IB Research said.

Meanwhile, the research house is keeping a “hold” call on Lotte as the near-term earnings could be unexciting, but the stock has deep value with its FY21E price-to-book value ratio at 0.4 times.

https://www.klsescreener.com/v2/news/view/710195

tomorrow 2.00

we are waiting a great news this evening.

wow 0.37 now...

All buddies , AGM will held tomorrow. Waiting for great announcement news.

CHLEONG888@ Should be over 1.90

MYEG COLLABORATES WITH DEPARTMENT OF LABOUR OF PENINSULAR MALAYSIA ON COVID-19 SCREENING DATA
Petaling Jaya, 5 August 2020 – MY E.G. Services Bhd ("MYEG") announced today that it has commenced a data sharing collaboration with the Department of Labour of Peninsular Malaysia ("the Department") for the purposes of monitoring and enforcement related to the COVID-19 screening of foreign workers.
The collaboration aims to leverage on MYEG's recently-launched one-stop COVID-19 portal, which is an alternative channel for employers to register and arrange for the testing of their workers.
Under the new collaboration, MYEG will share with the Department relevant real-time data from the one-stop portal, including workers' screening status, test results and mobile QR-code based digital certificates issued as proof of testing.
The data provided by MYEG will be used to assist the Department in its monitoring and enforcement of employers' compliance with the government directive for the screening of foreign workers.
In connection with this, all employers of foreign workers are therefore reminded to register the status of the screening of their workforce through the one-stop portal to ensure the data that is shared with the Department are up to date.
For employers who have yet to complete the required screening of their foreign workers, MYEG's one-stop portal provides an option for them to arrange for on-site testing. Screening of non- SOCSO contributors meanwhile can also be arranged through the one-stop portal at a cost of RM150 per test.
MY E.G. SERVICES BERHAD (505639-k) Level 43A, MyEG Tower, Empire City,
No.8, Jalan Damansara, PJU8, 47820 Petaling Jaya, Selangor Darul Ehsan.
Tel : (603) 7664 8000 Fax : (603) 7664 8008
Employers can visit MYEG’s website http://www.myeg.com.my to register or for further information.
About MY E.G. Services Bhd (MYEG)
MYEG, an MSC-status company listed on the Main Market of Bursa Malaysia Securities Berhad, is Malaysia’s e- Government services provider. The Group’s principal activities comprise of the development and implementation of e-Government services and the provision of other related services for the e-Government services projects. The Group’s operations facilitate e-Government services between the public and various Government agencies, namely JPJ (“Jabatan Pengangkutan Jalan”), JIM (“Jabatan Insolvensi Malaysia”), JPN (“Jabatan Pendaftaran Negara”), PDRM (“Polis DiRaja Malaysia”), DBKL (“Dewan Bandaraya Kuala Lumpur”) and Jabatan Imigresen Malaysia. MYEG also has operations in the Philippines, Indonesia and Bangladesh through joint ventures.

MYEG COLLABORATES WITH DEPARTMENT OF LABOUR OF PENINSULAR MALAYSIA ON COVID-19 SCREENING DATA
Petaling Jaya, 5 August 2020 – MY E.G. Services Bhd ("MYEG") announced today that it has commenced a data sharing collaboration with the Department of Labour of Peninsular Malaysia ("the Department") for the purposes of monitoring and enforcement related to the COVID-19 screening of foreign workers.
The collaboration aims to leverage on MYEG's recently-launched one-stop COVID-19 portal, which is an alternative channel for employers to register and arrange for the testing of their workers.
Under the new collaboration, MYEG will share with the Department relevant real-time data from the one-stop portal, including workers' screening status, test results and mobile QR-code based digital certificates issued as proof of testing.
The data provided by MYEG will be used to assist the Department in its monitoring and enforcement of employers' compliance with the government directive for the screening of foreign workers.
In connection with this, all employers of foreign workers are therefore reminded to register the status of the screening of their workforce through the one-stop portal to ensure the data that is shared with the Department are up to date.
For employers who have yet to complete the required screening of their foreign workers, MYEG's one-stop portal provides an option for them to arrange for on-site testing. Screening of non- SOCSO contributors meanwhile can also be arranged through the one-stop portal at a cost of RM150 per test.
MY E.G. SERVICES BERHAD (505639-k) Level 43A, MyEG Tower, Empire City,
No.8, Jalan Damansara, PJU8, 47820 Petaling Jaya, Selangor Darul Ehsan.
Tel : (603) 7664 8000 Fax : (603) 7664 8008
Employers can visit MYEG’s website http://www.myeg.com.my to register or for further information.
About MY E.G. Services Bhd (MYEG)
MYEG, an MSC-status company listed on the Main Market of Bursa Malaysia Securities Berhad, is Malaysia’s e- Government services provider. The Group’s principal activities comprise of the development and implementation of e-Government services and the provision of other related services for the e-Government services projects. The Group’s operations facilitate e-Government services between the public and various Government agencies, namely JPJ (“Jabatan Pengangkutan Jalan”), JIM (“Jabatan Insolvensi Malaysia”), JPN (“Jabatan Pendaftaran Negara”), PDRM (“Polis DiRaja Malaysia”), DBKL (“Dewan Bandaraya Kuala Lumpur”) and Jabatan Imigresen Malaysia. MYEG also has operations in the Philippines, Indonesia and Bangladesh through joint ventures.

MYEG COLLABORATES WITH DEPARTMENT OF LABOUR OF PENINSULAR MALAYSIA ON COVID-19 SCREENING DATA
Petaling Jaya, 5 August 2020 – MY E.G. Services Bhd ("MYEG") announced today that it has commenced a data sharing collaboration with the Department of Labour of Peninsular Malaysia ("the Department") for the purposes of monitoring and enforcement related to the COVID-19 screening of foreign workers.
The collaboration aims to leverage on MYEG's recently-launched one-stop COVID-19 portal, which is an alternative channel for employers to register and arrange for the testing of their workers.
Under the new collaboration, MYEG will share with the Department relevant real-time data from the one-stop portal, including workers' screening status, test results and mobile QR-code based digital certificates issued as proof of testing.
The data provided by MYEG will be used to assist the Department in its monitoring and enforcement of employers' compliance with the government directive for the screening of foreign workers.
In connection with this, all employers of foreign workers are therefore reminded to register the status of the screening of their workforce through the one-stop portal to ensure the data that is shared with the Department are up to date.
For employers who have yet to complete the required screening of their foreign workers, MYEG's one-stop portal provides an option for them to arrange for on-site testing. Screening of non- SOCSO contributors meanwhile can also be arranged through the one-stop portal at a cost of RM150 per test.
MY E.G. SERVICES BERHAD (505639-k) Level 43A, MyEG Tower, Empire City,
No.8, Jalan Damansara, PJU8, 47820 Petaling Jaya, Selangor Darul Ehsan.
Tel : (603) 7664 8000 Fax : (603) 7664 8008
Employers can visit MYEG’s website http://www.myeg.com.my to register or for further information.
###
About MY E.G. Services Bhd (MYEG)
MYEG, an MSC-status company listed on the Main Market of Bursa Malaysia Securities Berhad, is Malaysia’s e- Government services provider. The Group’s principal activities comprise of the development and implementation of e-Government services and the provision of other related services for the e-Government services projects. The Group’s operations facilitate e-Government services between the public and various Government agencies, namely JPJ (“Jabatan Pengangkutan Jalan”), JIM (“Jabatan Insolvensi Malaysia”), JPN (“Jabatan Pendaftaran Negara”), PDRM (“Polis DiRaja Malaysia”), DBKL (“Dewan Bandaraya Kuala Lumpur”) and Jabatan Imigresen Malaysia. MYEG also has operations in the Philippines, Indonesia and Bangladesh through joint ventures.

https://www.orientaldaily.com.my/news/international/2020/08/04/355876

https://www.orientaldaily.com.my/news/international/2020/08/04/355876

Fundamental

Fundamental

undervalued and good profitable counter to accumulating more now.

PW888=HNWInvestor this tech is very strong

BullWC16@ the best among the medical stocks

This is not a goreng counter like gloves counter which is currently manipulated by investing service Consultants， Educational Consultant & business consultant / profit orientation ONLY.

Scomnet is Very Fundamental company and cash Rich. Medical devices business is keep increasing. Next QR supper good.

Next TP1 > 0.40

Buy more now to gain more profits

X
QES Group – 2020 General Meeting of Shareholders

The global semiconductor industry was hit by the Sino-US trade war in the second half of 2019. Due to its heavy dependence on the automotive industry, performance will inevitably be affected, but this year's Q1 performance has shown potential for improvement. Dependence, and can improve the continuity of the inflow of orders.

Distribution business accounts for 80-85% of overall revenue, and the main suppliers are Spectrum, Nikon and Hitachi. There are two types of income, namely selling machines and providing after-sales maintenance services. It is planned to increase the contribution ratio of continuous service to 20-25%. The gross profit margins of the distribution and manufacturing operations are 20-25% and 30-35%, respectively.

However, it is difficult to break into the ecosystem of other countries by relying solely on distribution, so it was decided to actively expand the manufacturing business. Even so, never thought that the contribution of the manufacturing business would surpass the distribution business. It is worth mentioning that we will not manufacture products that conflict with products that are distributed, but will manufacture complementary products.

Most customers are multinational groups, and they never use leasing. In many cases, customers will request a special payment period, and let them use the machine first, instead of trying it out before buying. It still takes time to prove part of the machine.

Last year, a sales of more than 3 million yuan was replaced, mainly because customers encountered difficulties in payment. For the sake of profit, I decided to take back some machines and refurbish them and sell them to other customers. This situation does not happen often, and we still maintain a good relationship with them.

As of March this year, I have an order of nearly RM15m. The impact of the epidemic on the business is limited, and orders still harvested in the past few months will be delivered in the next few months. The current capacity utilization rate is close to 80%.

Plans to further expand the manufacturing business to the Chinese and Taiwanese markets. At this stage, there is still no office building in the local area, but the local market is explored through partners. In this way, Vietnam's economic growth has also maintained good, after all, it is rarely affected by the trade war, so it is expected to benefit from it.

Having a team of software engineers in Penang is involved in R&D activities, and hopes to develop in-house cutting-edge technologies soon. The core advantage lies in having a strong distribution network, but also a clear understanding of customer needs.

Try to design 4 new machines to be more automated to reduce dependence on manual operations. Once successfully assisting customers in automating business processes, the same success can be replicated on other customers in the future, which can increase turnover. There are no orders in 2019. Since 2020, 2 units have been sold to Germany and 2 units to Taiwan.

Driven by 5G technology, the global semiconductor industry is growing faster and faster, and both manufacturing and distribution businesses are expected to benefit from it. The performance of Penta and Vitrox in recent years has not been overnight, and even grown up since childhood. Supported by sustained income and diversified markets, QES is also in a good growth position at this stage.

In conclusion, QES's performance in recent years is only satisfactory, and it is still difficult to make major breakthroughs. Although the semiconductor industry continues to grow, it may not be easy to replicate the success of Penta and Vitrox. Individuals cannot see growth momentum for the time being, and they have no investment value.

Accumulating more and more

#QES 集团 – 2020年股东大会

全球半导体行业在2019下半年受到中美贸易战打击。由于非常依赖于汽车行业，业绩无可避免受到影响，不过今年Q1业绩已显示出改善的迹象。未来计划扩大产品组合，以减少对车市的依赖，以及可提高订单流入的持续性。

分销业务占整体收入的80-85%，主要的供应商是Spectrum、Nikon和Hitachi。其收入有2种，分别是出售机器以及提供售后维修服务。计划将持续性服务的贡献比例提高至20-25%。分销和制造业务的毛利率分别是20-25%以及30-35%。

不过单单靠分销，很难打入其他国家的生态圈，因此之前决定积极壮大制造业务。即便如此，从没想过制造业务的贡献会超越分销业务。值得一提，不会制造与旗下分销产品有冲突的产品，而是制造互补型的产品。

大部分客户是跨国集团，他们从不采用租赁的方式。很多时候客户会要求特殊付款期限，并将机器先让他们使用，简短而言就是先试用后购买。仍需要时间来证明旗下的机器。

去年有一笔三百多万的销售退款，主要因为客户在支付方面遇上困难。为了利益着想，决定拿回一些机器，并重新翻新出售给其他客户。这种情况并非时常发生，至今仍与他们保持良好关系。

截至今年3月，手握近RM15m的订单。疫情对业务的冲击有限，依然在过去几个月收获订单，将在未来几个月交付。目前产能使用率接近80%。

计划将制造业务进一步扩展至中国和台湾市场。现阶段在当地仍没有办公楼，仅是透过合作伙伴开拓当地市场。此外，越南的经济增长也保持良好，毕竟很少受到贸易战的影响，因此预计可受惠其中。

核心优势在于拥有强大的分销网络，同时也清楚了解客户的需求。在槟城拥有软件工程师团队涉及研发活动，并希望不久后可研发出内部的尖端技术。

尝试将4款新机器设计成更自动化，以减少对手动操作的依赖。一旦成功协助客户自动化业务流程，未来可复制相同的成功在其他客户身上，有助于提高营业额。这款新机器在2019年没有任何订单，2020年至今已售出2台至德国，以及2台至台湾。

在5G技术的推动下，全球半导体行业的增速越来越快，无论是制造或者分销业务，皆有望从中受惠。Penta和Vitrox近年的表现并非一朝一夕，而是从小做大。在持续性收入以及多元化市场的支撑下，QES现阶段也处于良好的增长位置。

总结，QES近年表现仅中规中矩，至今仍很难取得重大突破。虽然半导体行业持续增长，但是要复制Penta和Vitrox的成功恐怕不易。个人暂时看不到增长动能，不具备投资价值。

TP1 is RM4.00