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

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

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

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。

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

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

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

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。。

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

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

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

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

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

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

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

UnicornP 0.275 berani juga beli ,salute .harap pergi 0.35

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.

Ultranippon18 why u said u wil getting less than 5.00

voting in progress

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

saham downtrend ni ..jgn tak percaya chart hehehe

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

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

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

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

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

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

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

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

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 .

Umno stock alive

hhhiii123 if got special dividend then Sime directly earn kaw kaw hahaha,so shift to SIME oso a good deal if SIME price still under 2.30

Dakeslest if ikan bilis i guess buying is less coz left not much meat in the pond if offer price RM5.00 .mayb Sime or related party is busying collecting less than RM5 ticket to reduce the MGO kos

1.8 billion profit ,17.5 sen dividen .dunno enuf power to push it to RM6.00 or not

Chloe Tai not "let us know" is actually let "you'' know .coz i guess everyone concenstrate on trade in UMW oledi know abt it
please read UMW announcement on monday 6.20PM ,ur answer is there

0 seconds ago

what so hard to achieve RM2 and above if they suddenly announce MOU with Tesla to develop new generation sensor for tesla robot....

according to the UMW　announcement they oledi buy stake 61%, directly benefit from the UMW excellent QR earning .

haha lower than expected QR result n dividen .18 sens only but not 20 sens

Any idea sime how to create the cash over 5billion to takeover UMW share ..

day day say RM5.00 so now sime give u RM5 lor

hemsley ,coal price drop ,profit up ,this coming QR is dividen QR

KL guy ,not short sighted jst mayb have hidden reason why he trade like this .let the money go around then cash out

eagle mayb in end of september or early october bank into ur akaun at least 20 sens

5.70 really super strong roadblock

99 speedmart boss cash out with no profit .burn hand

no limit up but colour is RED ...what is tht mean for

CATSKU morning is titanic ,after 4PM then ship name change to evergreen ship taiwan stuck in egpty

lhh99s QR wil no good until year end 2023.everything wil back to normal during 2024
now is close to Ogos ,mean 2023 is going to End very soon ..

hopefully JHM technology can meet Elon Musk requirements

fortunefire better say next Nvidia baru sioks ma...hahaha