kokchengkai

kokchengkai | Joined since 2015-09-08

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19 minutes ago | Report Abuse

ekovest finance kos very high..minta boss kurang sikit

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1 month ago | Report Abuse

Malaysian palm oil futures hovered near MYR 3,950 per tonne, rallying for the second successive session to a near two-month high amid strength in rival edible oils and robust demand from key buyer China ahead of the Lunar New Year festival. The contracts are heading for the second consecutive increase for the week, jumping around 2.3%, supported by bets of lower production during Q1 of 2024 due to adverse weather. Palm oil production for Jan. 1-15 in Malaysia is projected to tumble by 17% from the prior month, Reuters said. Meantime, India has extended low import duties on edible oils until March 2025. Capping the bullish momentum was weaker crude oil prices. Meantime, cargo surveyors' for Jan 1-15 data were mixed. Exports of Malaysian palm oil products during the period dropped 2.6% to 604,474 tons from the same period in December, according to AmSpec Agri Malaysia; while readings from Intertek Testing Services showed exports rose 6.5% to 629,918 tons.

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1 month ago | Report Abuse

rr88 sudah tunggu 30 hari di kotak komen ni ...hari ni akhirnya dah kena...feel macam kena lottery hahahaha.
"see ,i said in early nobody listen to me " hahaha congratulation to you but no award to u

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1 month ago | Report Abuse

wah JSB oso kena ..izzit Tun daim family funds ready to pull out their cash from malaysia market hahaahaha looklike they r very rich but cannot declare to forbes know hehehe

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1 month ago | Report Abuse

sapu la RM5.xx ,mana tau one more round to RM2x.xx .high risk high return ma ,nothing different u go genting highland .different is genting highland left nothing is lose ,in RAPID at least left bones with mince meat hahaha

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1 month ago | Report Abuse

drop to 0.21 is too much ,they start goreng at 0.23 ,so who sapu stock at 0.21 is clever guy ...hehehe

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1 month ago | Report Abuse

Seanstock not suspend izzit ?is limit down rules tomorrow is sens stock ,drop space wil b bigger than 30%

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1 month ago | Report Abuse

today is cash out day ,hopefully who burn hand dont argue with wife or husband...happy chinese new year still maintain happy mood hehehee

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1 month ago | Report Abuse

not as luck as Mersec ,still got boss sapu at lower price

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1 month ago | Report Abuse

who brave ?high risk high return ..catch la

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1 month ago | Report Abuse

do u watch golden finger movie ? learn sum knowledge from the movie abt how to manipulated a stock ,how to push price to higher ,how to dump ...how to use share exchange benefit from public ...how to use share buy what they wan

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1 month ago | Report Abuse

Golden Finger story ,DR yu and friend hahaha

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1 month ago | Report Abuse

jaga jaga ni ,nanti pattern macm Mersec ..tak tahu turun harga after 0.35

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1 month ago | Report Abuse

volume coming IN after 4pm ,price oso moving up ,buy rate 77% ,macd moving up .
can buy sum got chance earn CNY angpao

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1 month ago | Report Abuse

0.49 double top position mst break from resistance turn to support line ..then mrcb have chance move more higher challence next resistance 0.515

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2 months ago | Report Abuse

谁追高烧到手的请举手?

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2 months ago | Report Abuse

angrycat only QR result is not the main reason they push this share up more than 100% .mayb got other reason tht only big boss know.
i guess most of ikan bilis oledi throw their ticket after 45sens to 50sens ..after 50sens ikan bilis involve not much in it

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2 months ago | Report Abuse

afternoon market start buy rate stand at 98%..big boss still sapu ticket .big boss willing to buy at this price

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2 months ago | Report Abuse

billionn , buy rate din show weakness in movement . but Market sentimental is weak today coz year holiday mood coming soon

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2 months ago | Report Abuse

dksh cash left 35 million but borrowing increase alot ...

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2 months ago | Report Abuse

early market today buy rate is at 91% ,big boss hiding behind sapu this company share kaw kaw

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2 months ago | Report Abuse

jinchan ,how u get 100% profit???what price u buy in ?hahaha

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2 months ago | Report Abuse

QES – 企业探访

经过长时间的安排,终于获得宝贵机会前往QES位于Glenmarie的新设施参观。

个人一直都非常欣赏 CEO Mr. Chew的领导能力,而且在处事待人方面也非常友好和亲切。以QES现有的生意模式,我敢大胆的说,未来10年将屹立不倒。

? 在早期90年代成立时,主要从事自动化设备 (ATE) 的分销活动,简短来说就是代理全球知名品牌的产品,并在东南亚市场分销,直到00年代才进军制造活动。在过去30年期间已经累计接近4,000位客户群,而分销品牌超过50个。

? 虽然分销行业的门槛理论上并不高,但是在打好基础后却是一个非常好的护城河。其一,在东南亚6个国家都设有办公室,有充足的人脉资源和网络来分销产品。当品牌方推出新产品时,他们肯定将优先想起QES。其二,由于分销产品多样化,在客户购买某个产品之后,往往可以顺势推销其他应用的产品。

? 值得一提,所谓的“自动化设备”并非局限在半导体行业而已,当中包括其他行业使用的设备,例如种植、采矿、实验、环境等等。有的设备可以检测出金属块的碳含量,有的可以分析出化学成分,有的则可以自动化某个流程,尤其是在全自动实验室内。

? 目前, 半导体行业的营收占比达46%,其次是汽车22%和电子行业17%。虽然其他行业的贡献比例不高,但是却有助于多元化收入来源,以及减少对于某个行业的过度依赖,尤其是在当下的半导体行业周期。

? 旗下产品分为8个系列,其中包括自动化处理系统 (AHS)、自动光学检测 (AOI)、智能制造解决方案 (SMS)、先进计量系统 (AMS) 等等。为了提高价值和定位,偶尔也根据客户的要求,为他们在一些设备上置入自动化的处理系统。

? 在分销设备之后,将为客户提供售后服务,例如保修和替换零件。当卖出的设备数量越多,每年所带来的可持续性收入将越高。一般上,每台设备的保修费用是售价的5-10%。以现有市面上超过7,000台“活跃”设备计算,每年可以带来介于RM50-60m的收入,占全年营收的20-25%。

? 自动光学检测 (AOI) 是半导体行业一个通用的术语,不过产品可以区分为几个等级。AOI的功能是利用机器视觉的技术来检测LED、PCB等等是否符合标准,当中每台机器的“机器视觉“是区别所在,所采用的光学包括Microscope、Lasers、X-Ray、3D等等。值得一提,以AOI闻名的Vitrox主要采用X-Ray和3D的技术。

? 在20-30年前,半导体行业主要以人手的方式,也就是一个一个去检查瑕疵;之后发展至半自动化,也就是操作员在电脑的视像放大下逐个排查;如今的趋势已经是全自动化,也就是由电脑系统自动排查,不需要人手的干涉。

? 除了光学部分,当下AOI最为关键的技术是自动瑕疵排查及分类系统 (ADC),简单来说就是人工智能系统,并非每个同行都掌握这个技术。QES在这方面的研发上足足耗时大约3年,现阶段已有实力与一些外国品牌竞争,例如Onto和Camtek。

? 除了后端工艺之外,也参与半导体前端工艺的晶圆检测设备。经过多年的研发后,如今产品已经成功推出,并处于内部测试阶段,预计在2024年可以寻获首个客户。虽然与美国品牌的设备功能相似度可能仅有70-80%,但是价格却便宜30%左右。目前,来自美国的设备平均售价介于USD0.8-1m,而QES产品的售价仅USD0.5m左右。

? 晶圆检测设备可以是一个非常简单的产品,不过却取决于在晶圆的哪个流程测试。如果是在Wafer Bumping的阶段,则需要3D技术的检测功能。有必要强调,与一些外国大品牌完全处于不同档次的竞争。以KLA为例,他们的机器主要用于检测3nm、7nm等等的晶圆瑕疵,每台售价轻易超过USD20m。

? 值得一提,其分销与制造业务也有相同类别的产品,不过并非是直接重叠的产品,因此与品牌方的产品称不上有直接的利益冲突。举个例子,虽然Nikon也有晶圆检测设备,但是他们的产品并非是全自动化。

? 在半导体前端工艺,除了晶圆检测之外,在不久前已研发出晶圆堆叠设备 (Wafer Stacking),将在2024年交付第1台。虽然同行Penta和MMSV也有相似的产品,但是他们主要采取定制化的模式,相反QES要减少定制化,并专注在标准化的设备。

? 生意的短期亮点在于汽车行业,在上个月获得一些规模相当大的订单,主要来自汽车半导体企业的SiC产能扩充活动,交付期落在2024年。作为参考,大部分全球汽车半导体企业都是其客户,例如Infineon、NXP等等。

? 中国半导体的当下行情依然没有起色,相信将维持至少多2个季度。虽然持续受到美国的打压,但是从另一个角度,却将加快中国达到“自给自足”的速度。

? 华为最新手机Mac 60 Pro采用7nm的芯片,不过问题在于中国没有ASML的光刻机,理论上是没办法生产这类型的芯片,因此或许将迎来新一轮的课题。此外,对于即将推出的iPhone 15是否能推动市场消费抱有质疑。

总结,QES生意的独特优势在于“多元化”,无论是产品、市场或者行业,在行业下行周期之际依然保持稳健的表现。

个人观点,本地规模较小的半导体企业,例如Elsoft、Aemulus、MMSV等等,最大挑战在于缺少高效的营销网络,有别于QES在东南亚市场已经建立成熟的分销网络。每家成功的企业都离不开厉害的销售,而不是厉害的研发。

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2 months ago | Report Abuse

nhbeen if what u r reading is true ,Mr ooi really god ,he big earn from fronktn then now another big earn in Gtronic ..

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2 months ago | Report Abuse

LaoHaidi they are god of share market in future .today they r wrong but in one day(dunno when) they wil correct and bcum god (after 100 time guess then sure got one or two time is correct ) .hahaha

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2 months ago | Report Abuse

early market close with buy rate 93% ,strong uptrend stock

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2 months ago | Report Abuse

Loh Kok Wai W 人家上市都一段日子了,股价也从IPO价钱翻了几倍,很多人买车买新IPHONE都是它给的咧。只是贪赢不知输的家伙输底裤罢了。。

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2 months ago | Report Abuse

For tis kind of company PE below 30 is a mst for investor . goreng kaki dun bother la PE 50 oso hoot until no tmr then kena

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2 months ago | Report Abuse

Billionn half sen ,one sen up ,cor what rection o??hahahaha

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2 months ago | Report Abuse

many sap9 sifu blow PANDA before IPO ..at least one week time recommend Panda in facebook and telegram group

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2023-11-28 13:04 | Report Abuse

soon9913 if u still like UMW ,can shift to SIME .
100% UMW profit wil go to SIME akaun later.

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2023-11-27 15:21 | Report Abuse

PE 44 punya OPPSTAR ...tunggu la PE bawah 30 baru tengok .high risk high return ,kalau kau berani ,boleh lah beli skrg hahahaha

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2023-11-24 11:35 | Report Abuse

Half sen ,1 sen at least is green colour . this stock uptrend in chart

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2023-11-22 10:40 | Report Abuse

Mayb the Big boss like gtronic new generation AI sensor very much .

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2023-11-20 18:04 | Report Abuse

UnicornP 0.275 berani juga beli ,salute .harap pergi 0.35

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2023-11-17 01:25 | Report Abuse

KUALA LUMPUR (Nov 16): Sime Darby Bhd has obtained shareholders’ approval to buy a 61.18% stake in UMW Holdings Bhd for RM3.57 billion cash from Permodalan Nasional Bhd (PNB), and make a mandatory general offer (MGO) to acquire the remaining 38.82% stake for RM2.27 billion or RM5 per share.

At Thursday's extraordinary general meeting, 1,159 shareholders with 1.78 billion shares voted in favour of the deal, while 100 shareholders with 5.56 million shares voted against, according to Sime Darby’s disclosure to Bursa Malaysia.

This means shareholders who participated in the voting represented 26% of Sime Darby’s total share capital of 6.82 billion shares.

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2023-11-16 18:33 | Report Abuse

Ultranippon18 why u said u wil getting less than 5.00

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2023-11-16 15:01 | Report Abuse

voting in progress

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2023-11-14 17:03 | Report Abuse

xiaoeh coz rise so much these day so today is drop so much ...normalisation

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2023-11-10 16:47 | Report Abuse

saham downtrend ni ..jgn tak percaya chart hehehe

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2023-11-07 13:30 | Report Abuse

not much story here ,RM5 is the maximum but mayb still have one more time dividen declare coming soon.anothe story going to begin in SIME ,sell healthcare asset lower down debts,AUTO sector bluechip to replace UMW in making bla bla bla

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2023-11-03 13:10 | Report Abuse

Mr ooi is long term investor ,always senyap senyap sapu sikit sikit at low ..then sell at high .look at his action in frontken, take more than 6 years time to triple up his capital

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2023-11-03 13:07 | Report Abuse

replace UMW bcome Auto sector bluechip ,RM3 above not a dream

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2023-10-12 15:15 | Report Abuse

greenwave tak jadi ,harga lagi kuat naik ,investor banking sector looklike tidak berapa minat warna hijau

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2023-09-26 17:40 | Report Abuse

Paul Tan jst moving between 4.7 to 5.00 this area .today up,tmr mayb drop until december mayb close to RM5.00 then stop moving hahaha

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2023-09-26 17:38 | Report Abuse

EPF buy for what??? if offer price is RM5 mean profit is less than 4% if minus trade charge

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2023-09-11 15:42 | Report Abuse

RM2.26 from Maybank .if perodua successfully receive approve from Japanese group ,and healthycare business sell with good price ,then everything lain cerita .Sime story not yet end ...still many story inside SIME

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2023-09-01 15:38 | Report Abuse

hopefully UMW one more time dividen before accept RM5 offer in year end

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2023-09-01 15:33 | Report Abuse

QR hard to sui sui bcoz these month world economic still very cold .dun put too high expectation on it .
if annouce new customer then lain cerita .