QES集团 – 小而美的科技股✴️

QES创办于1991年，在2018年上市于大马创业板。成立初期，集团仅从事分销业务，为电子电气和汽车行业提供检查、测试和测量设备。

在1998年，为了与分销业务达到互补效应，QES 进军制造业务，在莎阿南设立一间厂房，以生产半导体行业普遍使用的光学检测和自动化处理设备。同时，集团也为客户提供售后服务，如培训、维修和保养服务。

QES是许多知名品牌设备的分销商，其中一些已经合作超过数十年，如Hitachi、Spectro、Nikon等等。至今，集团已经向1,000多名客户分销超过2,000多种产品。其客户主要来自三大行业，分别是电子电气行业、汽车行业和半导体行业。

值得一提，本地上市企业仅涉及半导体价值链的中下游，为外国半导体制造商、品牌拥有者、集成电路开发商和制造商提供服务。这些企业可分为三类，如下：

⭕ 第一类 - 外包半导体组装和测试 (OSAT) 企业，如Unisem、Globetronics、Inari Amertron和MPI，主要提供外包服务，包括组装、封装、制造和测试。

⭕ 第二类 - 测试及自动化设备制造商，如ViTrox、Elsoft、Aemulus、MMSV、QES、VisDynamics和Pentamaster，为OSAT企业和其他跨国半导体制造商提供产品和服务。

⭕ 第三类 - JF Technology和FoundPac，为OSAT企业和半导体企业设计和制造高性能测试插座 (Test Sockets) 和其他原料。

一般而言，半导体行业属于周期性行业，平均4-5年一个周期。然而，随着全球趋向智能化和自动化，迈向工业4.0和物联网，半导体的生命周期已大幅度获得延长。值得一提，测试设备供应商的业绩表现非常依赖于下游行业的投资规模。

过去多年，电子产品的需求不断增长，而日益先进的技术使得这些产品需要更复杂的半导体，从而推动生产阶段对测试和测量的需求走高。半导体在很大程度上依赖于测试和测量过程来确保产品的质量，因为它具有相对短的产品生命周期和较高的产品更换率。

受惠于电子产品进行测试需求的增长，QES的营业额在过去4年保持10%的复合年增长率 (“CAGR”)，同时也录得32%的净利润CAGR。

展望未来，随着一些大型的跨国企业提高对自动化处理设备的投资，QES乐观看待半导体行业的前景。目前，全球半导体行业仍然处于上升周期，因此QES预计全球半导体销售短期内不会出现任何大幅度的下滑。

值得一提，QES的业务周期很快，每个季度都可能出现变动，因此无法估计半年后的业绩表现。管理层没有具体目标，因为交付项目的时间很短，通常介于2-4个月。此外，与建筑领域竞标订单不一样的是，其业务更趋向于每个月会得到一些订单。

根据客户的反馈，QES计划在1-2年内开发3个主要新产品，预计将成为未来成长的主力。如今，全球使用的视觉检测技术正朝着自动化发展，而芯片的封装尺寸也越来越小。因此，企业需要研发出非常先进的检查系统相关技术，才能实现完全自动化。

另一方面，QES目前约有25-30%的分销业务来自经常性收入，也就是替换机器部件和维护服务，属于售后服务的一部分。合约价值取决于集团在客户现场安装的设备数量。在过去4年，QES的经常性收入录得31%的CAGR。一般上，机器的初始保修期 (Initial Warranty Period) 长达12个月，一旦超过12个月的期限后，客户必须再支付一笔费用来延长保修期。

整体而言，QES预计2H18表现将继续令人鼓舞，因为截至今年6月已获得规模不小的未完成订单，预计将于下半年交付，但是却未披露所获订单额。由于全球半导体设备行业的前景仍然乐观，QES预计2H18销售增长将受到自动化检测系统需求的推动

(转帖)RH Research

Be careful today.

The market outlook is promising.

The market outlook is promising.

The market outlook is promising.

VS Industry in talks to secure new orders
TheStarTue, Sep 25, 2018 - 2 hours ago


KUALA LUMPUR: VS Industry Bhd is in active discussion with existing and new customers to secure orders as the group expand its local production capacity.

For the fourth quarter ended July 31, the company posted a 4.4% growth in net profit to RM38.4mil as revenue increased 2.8% to RM1.01bil. Full year (FY18) earnings was RM150.77mil, the company said in a filing with Bursa Malaysia on Tuesday.

The latest quarterly results were driven by its local operations that offset declines in overseas units.

“Overall prospects of the group remain positive underpinned by the anticipated growth in the Malaysia segment,” it said.

It expects box-built orders from key customers to sustain the group’s performance in the financial year ending July 31, 2019 (FY19).

The company has proposed a final dividend of 0.6 sen a share, to be approved by shareholders at its upcoming AGM.

Shares in VS Industry jumped 10 sen, or 6.6% to close at RM1.62 before the latest quarterly results were announced.

Traders said reports that British-billionaire Sir James Dyson is planning to bring in new investment to Malaysia had boosted sentiment on this stock.

Dyson, the bagless vacumm cleaner company, is one of VS Industry’s biggest customer.

WA price should be at 0.32 now.

Exercise Price: MYR 1.32
Ratio: 1:1

WA price should be at 0.32 now.

The rise will not stop so soon.

The rise will not stop so soon.

http://www.theedgemarkets.com/article/%E5%A8%81%E9%93%96%E5%8D%87%E8%87%B35%E5%91%A8%E9%AB%98%E4%BD%8D

http://www.theedgemarkets.com/article/%E5%A8%81%E9%93%96%E5%8D%87%E8%87%B35%E5%91%A8%E9%AB%98%E4%BD%8D

I believe the stock price will further improve in the afternoon.

I believe the stock price will further improve in the afternoon.

It will be good for (VS 6963).

This time really rebounded.

If QR is good, it will go up a lot.

Consolidated results for the financial period ended 30 Jun 2018
Amended Announcements
Please refer to the earlier announcement reference number: FRA-30082018-00077

SINOTOP HOLDINGS BERHAD

Financial Year End 30 Jun 2018
Quarter Other
Quarterly report for the financial period ended 30 Jun 2018
The figures have not been audited
Attachments
Sinotop-FYE2018 Q6 Results (Final) Amended 03.09.2018.pdf
484.8 kB Appendix I.pdf
11.4 kB

Remarks :
This amended announcement is made due to wrong Notes to the Interim Financial Statements being attached in the earlier announcement made on 30 August 2018. Amendments on the notes are detailed in the attached Appendix I.
Default CurrencyOther Currency
Currency: Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2018

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
Three Months
Three Months
Eighteen Months
Twelve Months
01 Apr 2018
To
01 Apr 2017
To
01 Jan 2017
To
01 Jan 2017
To
30 Jun 2018
30 Jun 2017
30 Jun 2018
31 Dec 2017
$$'000
$$'000
$$'000
$$'000
1 Revenue
31,910
217,496
2 Profit/(loss) before tax
5,379
2,588
3 Profit/(loss) for the period
4,074
121
4 Profit/(loss) attributable to ordinary equity holders of the parent
4,074
121
5 Basic earnings/(loss) per share (Subunit)
0.62
0.02
6 Proposed/Declared dividend per share (Subunit)
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 ($$)
0.4600
0.1100

Definition of Subunit:
In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:

Country Base Unit Subunit
Malaysia Ringgit Sen
United States Dollar Cent
United Kingdom Pound Pence

Announcement Info
Company Name SINOTOP HOLDINGS BERHAD
Stock Name SINOTOP
Date Announced 03 Sep 2018
Category Financial Results
Reference Number FRA-03092018-00002

http://malaysiastock.biz/Company-Announcement.aspx?id=1084033

https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=8532

Date Financial
Year No. Financial
Quarter Revenue
(RM,000) PBT (RM,000) Net Profit
(RM,000) EPS (Cent) Dividend
(Cent) NTA
(RM) Download
Report
03 Sep 2018 30 Jun 2018 - 30 Jun 2018 31,910 5,379 4,074 0.62 0.00 0.460 Malaysia Stock - KLSE Quarter Report History 8214%

Ready to break out

Wow,.0.70 is coming.

0.80 is not a dream.

Do not worry, next week will rebound.

heard that some new businesses will be like MYEG.？

Limit down is coming.

today wa price 0.40

Rumor This counter will be take over.

If you do not buy this counter next week, it will be your loss.

This counter does not have to worry about a lot of people waiting to buy.

Following the downward adjustment of foreign stock markets is now a good opportunity to buy.

Seriously overbought.

It's time to buy and it will skyrocket next week.

The next trading day is likely to be Limit up.

Est. Ann. Date:29-Aug-2018

Est. Ann. Date:30-Aug-2018

I believe next week will begin to rise.

热门股:HSS工程上挑RM1.30 NanyangMon, Aug 20, 2018 - 10 hours ago

HSS工程（HSSEB，0185，主板贸服股）日线股价趋势，于8月20日显现一段技术反弹走势，闭市时报1.13令吉，按日起17仙或17.71%。短期间该股或会上挑1.14至1.30令吉的阻力关口。

20/8/18行情

闭市：1.13令吉

起落：+17仙

成交量：236,900宗

最高：1.15令吉

最低：96仙

本益比：24.043倍

毛周息率：-

52周最高：1.99令吉

52周最低：44.5仙

180821x1302_noresize

次季淨利激增1.3倍 HSS工程窄幅走高
ChinapressThu, Aug 16, 2018 - 3 days ago

（吉隆坡16日訊）在子公司收入增長扶持下，HSS工程（HSSEB，0185，主要板貿服）2018財年次季淨利從297萬令吉，按年暴漲132%至690萬令吉，亮眼業績推升股價。



HSS工程先揚3.5仙，以97仙迎市；休市報96仙，起2.5仙，半日共530萬3600股易手。閉市時，該股收升1仙，掛94.5仙，成交量700萬2500股。

HSS工程向馬證交所報備，業績大漲主要歸功于HSS工程私人有限公司和SMHB工程私人有限公司的亮眼表現，其中今年剛收購的SMHB工程貢獻了330萬令吉；該公司同季營業額按年增45%，報5507萬令吉。

HSS工程首半年營業額按年增34%，達8909萬令吉；累積淨賺778萬令吉，成長27%。

The stocks that rose most this year。

Gearing for a bull run? DUFU TECHNOLOGY CORP. BERHAD (7233.KL) Moves 26.76% For Week
Posted by Alfredo Boyd on August 12, 2018 at 5:38 pm
DUFU TECHNOLOGY CORP. BERHAD (7233.KL) has ended the week in the black, yielding positive results for the shares at they ticked 26.76%. In taking a look at recent performance, we can see that shares have moved 84.62% over the past 4-weeks, 52.54% over the past half year and 28.57% over the past full year.

Investors often have a large selection of stocks to research when looking to add to the portfolio. Investors have the ability to employ many different strategies to help beat the stock market. In the end, the main goal is typically to maximize profits while minimizing risk. Investors commonly strive to diversify the portfolio in order to minimize risk. Most serious investors are well aware of the risks when entering the equity market. Investors may choose to own stocks across multiple industries to keep from having all the eggs in one basket. Others may choose companies of different size, and even delve into foreign markets. Finding those hidden gems in the stock market may not be the easiest of chores. Investors may have to spend many hours doing the research and crunching the numbers.

Investors may be tracking certain levels on shares of DUFU TECHNOLOGY CORP. BERHAD (7233.KL). The current 50-day Moving Average is 1.14, the 200-day Moving Average is 1.17, and the 7-day is noted at 1.61. Moving averages can help spot trends and price reversals. They may also be used to help find support or resistance levels. Moving averages are considered to be lagging indicators meaning that they confirm trends. A certain stock may be considered to be on an uptrend if trading above a moving average and the average is sloping upward. On the other side, a stock may be considered to be in a downtrend if trading below the moving average and sloping downward.

Traders may be relying in part on technical stock analysis. DUFU TECHNOLOGY CORP. BERHAD (7233.KL) currently has a 14-day Commodity Channel Index (CCI) of 142.61. Despite the name, CCI can be used on other investment tools such as stocks. The CCI was designed to typically stay within the reading of -100 to +100. Traders may use the indicator to determine stock trends or to identify overbought/oversold conditions. A CCI reading above +100 would imply that the stock is overbought and possibly ready for a correction. On the other hand, a reading of -100 would imply that the stock is oversold and possibly set for a rally.

At the time of writing, the 14-day ADX for DUFU TECHNOLOGY CORP. BERHAD (7233.KL) is 60.41. Many technical chart analysts believe that an ADX value over 25 would suggest a strong trend. A reading under 20 would indicate no trend, and a reading from 20-25 would suggest that there is no clear trend signal. The ADX is typically plotted along with two other directional movement indicator lines, the Plus Directional Indicator (+DI) and Minus Directional Indicator (-DI). Some analysts believe that the ADX is one of the best trend strength indicators available.

The Relative Strength Index (RSI) is one of multiple popular technical indicators created by J. Welles Wilder. Wilder introduced RSI in his book “New Concepts in Technical Trading Systems” which was published in 1978. RSI measures the magnitude and velocity of directional price movements. The data is represented graphically by fluctuating between a value of 0 and 100. The indicator is computed by using the average losses and gains of a stock over a certain time period. RSI can be used to help spot overbought or oversold conditions. An RSI reading over 70 would be considered overbought, and a reading under 30 would indicate oversold conditions. A level of 50 would indicate neutral market momentum. The 14-day RSI is currently sitting at 87.88, the 7-day is at 89.13, and the 3-day is spotted at 82.36 for DUFU TECHNOLOGY CORP. BERHAD (7233.KL).

Investors looking to make big gains in the equity market may be looking to fine tune an existing strategy or create a whole new one. It may sound quite easy, buy low and sell high. Obviously, navigating the stock market typically entails much more than that. Identifying market tops and correction levels may be very difficult. Of course, it always hurts to take a loss, but figuring out how to shrink losses can help keep the ship afloat during turbulent market conditions. The situation for the average investor may vary greatly from one person to the next. Some investors will be working with a short-term plan, while other may be focused on a longer-term investment horizon. Goals may also vary from individual to individual. Keeping these goals in sight may help clear up the sometimes foggy investing waters, and provide clarity for creating a winning portfoli

成功食品冀拓展KRR印度业务
Tan Xue Ying/theedgemarkets.com
August 15, 2018 16:53 pm +08
http://www.theedgemarkets.com/article/成功食品冀拓展krr印度业务

（吉隆坡15日讯）成功食品（Berjaya Food Bhd）将与World Iconic Brands (WIB) Hospitality Private Ltd合作，在印度开设至少30间Kenny Rogers Roasters（KRR）分店和75个Jollibean售货亭。

WIB董事经理Gaurav Marya在了解备忘录签约仪式上表示，预计在印度的总投资为5000万美元（2亿492万令吉）。

两造今日签署了解备忘录，以便在未来5年内为印度品牌的商业扩张建立合作和投资框架。

根据了解备忘录的条款，WIB是负责Jollibean和KRR品牌商业发展的开发机构。

除了大马星巴克（Starbucks Malaysia）之外，KRR和新加坡的Jollibean都是成功食品旗下的品牌。

目前，KRR在印度Chandigarh市只有一家餐厅。该品牌遍布其他7个国家，即马来西亚、新加坡、印尼、泰国、菲律宾、孟加拉和迪拜。

Marya希望这次的合作关系能够取得成果，在2019年初成立新店。

（编译：魏素雯）

0.710

Limit up before closing.

The market fell 21 points did not affect this counter.

Rising rapidly.

Change in Boardroom
EDARAN BERHAD

Date of change 08 Aug 2018
Name ENCIK AZLAN MOHD AGEL
Age 53
Gender Male
Nationality Malaysia
Designation Director
Directorate Non Independent and Non Executive
Type of change Resignation
Reason Resignation following Pengurusan Danaharta Nasional Berhad ceased to be a substantial shareholder of the Company on 31 July 2018.
Details of any disagreement that he/she has with the Board of Directors No
Whether there are any matters that need to be brought to the attention of shareholders No
Qualifications Degrees in Computer Science and Economics from New Mexico State University, USA
Project Management certification from Project Management Institute, Pennsylvania in 2005.
Working experience and occupation General Manager in Prokhas Sdn Bhd heading the Managing Directors Office and overseeing corporate-wide functions for Strategy, Project Management Office, Risk Management and Corporate Communications. Prior to joining Prokhas, Azlan started his career as a Systems Developer for a Malaysian systems integrator company and subsequently was an IT consultant for Price Waterhouse (Management Consultancy Services), PricewaterhouseCoopers Consulting and IBM (Business Consulting Services).
Family relationship with any director and/or major shareholder of the listed issuer No
Any conflict of interests that he/she has with the listed issuer No
Details of any interest in the securities of the listed issuer or its subsidiaries Nil



Announcement Info
Company Name EDARAN BERHAD
Stock Name EDARAN
Date Announced 09 Aug 2018
Category Change in Boardroom
Reference Number C03-08082018-00001

http://malaysiastock.biz/Company-Announcement.aspx?id=1078340

消息那里收到？
longtermvaluegain

Will catch up (Mi,dufu).

Today just started to rise tomorrow should continue.

The share price will return to (070―1.00)