Posted by HeLLo Cannot (=^x^=) > 2021-02-25 11:44 | Report Abuse

kan saya dah cakap semalam, sudah naik balik

Posted by manager777 > 2021-02-25 11:51 | Report Abuse

To the moon!!!

Posted by Westeros > 2021-02-25 13:32 | Report Abuse

Hahahaha...no worries Fruitcake say what you want...coz to me whatever a jackass says is just rubbish..

Posted by Mr.Sm Invest123 > 2021-02-25 13:57 | Report Abuse

Accumulating

Posted by Mr.Sm Invest123 > 2021-02-25 13:58 | Report Abuse

QES 业绩分享

QES刚出炉的业绩没有太大的惊喜，跟去年相比Profit进步19%，跟上个季度相比，则进步了21%。

之前的分享说过，QES正在经历转型，以加强赚幅更高的制造业务。

从这次的业绩来看，再次印证了这点。QES的制造业务Revenue和Profit，比上个季度分别高出32%和36%。如果比较去年Q4，进步幅度更是令人眼前一亮。

值得一提的是，集团的制造业务Margin，更是在近2个季度都维持在20%的水平。

至于集团Distribution业务，虽然营收没有太大的变化，但是盈利能力显然每况愈下，整体Margin更是跌到剩下3%。

因此，这次的业绩算是我的预料之中，集团的Distribution业务margin受到侵蚀，而Manufacturing业务就如后起之秀，慢慢成为集团的主干。

马股的一些半导体股为什么这样吃香，原因就是因为大部分都涉及高附加价值的制造业务，赚幅更加的高，自然市场愿意给予更高的估值。

而QES之前更多的是在分销生意上，因此被市场冷落实属正常。而集团的制造业务，将会是公司的Game Changer。

如果有了解QES的产品，以及目前半导体行业所面临的问题，就明白QES产品的潜力有多大。（有兴趣可以看回之前的分享文章）

对于我本身的投资策略，由于之前已经埋伏在低价位，目前已经有相当可观的浮盈，因此套利一些并保留部分作为长期持有。

中短期方面，因为股价此前涨幅太大，加上之前可能是市场预期业绩不那么漂亮，因此股价目前正在回调阶段。一旦价格开始止跌，将部署为下一波作准备。

Posted by Mr.Sm Invest123 > 2021-02-25 13:59 | Report Abuse

因此，这次的业绩算是我的预料之中，集团的Distribution业务margin受到侵蚀，而Manufacturing业务就如后起之秀，慢慢成为集团的主干。

Posted by Mr.Sm Invest123 > 2021-02-25 14:03 | Report Abuse

The performance of QES just released is not a big surprise. Compared with last year, Profit has improved by 19% and compared with last quarter, it has improved by 21%.

As mentioned in the previous sharing, QES is undergoing transformation to strengthen the manufacturing business with higher profit margins.

Judging from the performance this time, this point is confirmed again. Revenue and Profit of QES's manufacturing operations were 32% and 36% higher than the previous quarter. If you compare Q4 last year, the improvement is even more impressive.

It is worth mentioning that the Group's manufacturing business Margin has maintained a level of 20% in the past two quarters.

As for the Group Distribution business, although the revenue has not changed much, the profitability is obviously deteriorating, and the overall Margin has fallen to the remaining 3%.

Therefore, the performance this time can be regarded as my expectation. The distribution business margin of the group has been eroded, and the manufacturing business, like a rising star, has gradually become the backbone of the group.

The reason why some semiconductor stocks in the Malaysian stock market are so popular is that most of them are involved in high value-added manufacturing businesses, and their profit margins are higher. The natural market is willing to give higher valuations.

However, QES used to be more in the distribution business, so it is normal for the market to coldly implement it. And the group's manufacturing business will be the company's Game Changer.

If you understand QES products and the current problems facing the semiconductor industry, you will understand the potential of QES products. (If you are interested, you can go back to the previous shared article)

Regarding my own investment strategy, because I have been ambushing at low prices before, there is already a considerable floating profit, so I arbitrage some and keep some as long-term holdings.

In the short and medium term, because the stock price has risen too much before, and the previous expected performance of the market may not be so beautiful, the stock price is currently in the callback phase. Once the price starts to stop falling, it will be deployed to prepare for the next wave

Posted by Westeros > 2021-02-25 14:08 | Report Abuse

@Mr.SM thank you for the thorough explanation this will assist for others to make their decision to invest in QES.

Posted by poii > 2021-02-25 15:13 | Report Abuse

distributor+manufacturer...price drop collect.. simple things...jangan peninnnnn...cheers

Posted by Newbieinshare > 2021-02-25 16:19 | Report Abuse

Haha not many people will appreciate QES like me and westeros. Thanks for letting me ro top up yesterday

Posted by speculative > 2021-02-25 16:26 | Report Abuse

Me also expect QES will be like frontkn.. 3 years later.. haha.. lets ride together.. still far to reach the price.. means if we buy now.. sure get superb profit..

Posted by HeLLo Cannot (=^x^=) > 2021-02-25 16:26 | Report Abuse

saya beli tahun lepas pada harga 15 sen, waktu tu sunyi je kat sini, all negative komen. Sekarang dah makin ramai komen yang bagus, ini satu pertanda yang bagus.

Posted by Westeros > 2021-02-25 16:33 | Report Abuse

Wah bro..0.15 memang cantik harga tu....its good to see like mind people in pursuit of greater wealth...lets huat together in the long run...

Posted by Weechichi > 2021-02-25 16:48 | Report Abuse

sad..no more 0.40 to scoop..my holdings at 0.50 range is not enough..wanna add 100k shares more at 0.40..please..

Posted by HeLLo Cannot (=^x^=) > 2021-02-25 16:53 | Report Abuse

@Westeros klau kamu semak balik komen2 setahun yang lepas, lebih 50% cakap this kaunter holland dan xda future xD
Saya beli sebab Ambank Invest ada buat review, saya pun study sendiri dan rasa sykt ini memang berpontensi dan undervalue, so saya pon beli pada harga bawah IPO (FYI harga IPO ialah 18 sen)

Posted by Ginduchti > 2021-02-25 17:07 | Report Abuse

The panic sell on tech counters have ended & we're otw to a moderate uptrend once again. Great rebound today!

Posted by manager777 > 2021-02-25 17:20 | Report Abuse

Congratz to all QES investors :D

Posted by charchar > 2021-02-25 18:10 | Report Abuse

Congrats for those who pick up cheap tickets tmrw

Posted by charchar > 2021-02-25 18:11 | Report Abuse

**yesterday

Posted by poii > 2021-02-25 18:13 | Report Abuse

trade with dynamics & patience..cheers

Posted by Ginduchti > 2021-02-25 18:43 | Report Abuse

Any sharp drop is on opportunity to enter for rebound

Posted by hotdogge > 2021-02-25 19:00 | Report Abuse

；D

Posted by Westeros > 2021-02-25 19:50 | Report Abuse

@Hello Cannot..sangat bagus cara kamu kalau untuk investment hanya dengan cara itu kita dapat beli dengan banyak dan tunggu untuk ia naik dan mencapai keuntungan yang maksima. Dengan membuat analisa sendiri kita boleh tahu syarikat itu bagur atau tidak untuk invest. Saham is cool

Posted by Abdulazizba > 2021-02-25 20:21 | Report Abuse

QES ...next Vitrox in making. Very clear their manufacturing getting bigger.

Posted by manager777 > 2021-02-26 09:01 | Report Abuse

Please sell your cheap ticket today to me!! :D

Posted by Superb99 > 2021-02-26 11:37 | Report Abuse

tech counters gg today

Posted by manager777 > 2021-02-26 11:45 | Report Abuse

https://www.theedgemarkets.com/article/rising-tech-boom-bursa?type=malaysia ---> buy call? :D

Posted by manager777 > 2021-02-26 11:45 | Report Abuse

"Fund managers and investment analysts told The Edge that the astronomical increases in earnings among semiconductor companies are expected to continue in the current year, particularly because of the chip shortage that has been accentuated by the further computerisation of consumer electronics, the implementation of 5G, and greater usage of technology in the automotive industry."

Posted by xuewenapeng > 2021-02-26 12:18 | Report Abuse

another useless company better xl, later cry don't come and find the excellent xuewenapeng

Posted by xuewenapeng > 2021-02-26 12:19 | Report Abuse

another useless company better xl, later cry don't come and find the excellent xuewenapeng

Posted by manager777 > 2021-02-26 12:24 | Report Abuse

Sell your cheap ticket to me please. I queued at 0.45. if drop to 0.40 i will even buy more. :D

Posted by YahKoboi > 2021-02-26 12:25 | Report Abuse

steady ready....

Posted by Westeros > 2021-02-26 12:39 | Report Abuse

@Fruitcake yes please condemn more please.....the more you say bad things the more I like it....hahahaha

Posted by Weechichi > 2021-02-26 13:07 | Report Abuse

Got chance to 0.40 again? Seems like evrything is possible..I keep my huge buy order at 0.40 for one month see..

Posted by TheSecret > 2021-02-26 13:54 | Report Abuse

Go, go, go

Posted by MadCow75 > 2021-02-26 14:29 | Report Abuse

bunch of ppl wait for cheap ticket....

Posted by Superb99 > 2021-02-26 15:44 | Report Abuse

overall market is poor and this counter is not defensive type thus you will see it drops very fast when market is poor, when klse is ok then it will back to normal again

Posted by pamie > 2021-02-26 16:00 | Report Abuse

last time when touch 65cents, MANY people said will keep on rally to 80cents.

But keep dropping until below 50cents. weird.

Posted by hotdogge > 2021-02-26 16:12 | Report Abuse

us futures is rebound ，tonight may green again，next week qes can touch 0.600；D

Posted by poii > 2021-02-26 16:20 | Report Abuse

this market..high low high low normal lorr

Posted by HeLLo Cannot (=^x^=) > 2021-02-26 17:48 | Report Abuse

yes pls tulis banyak lagi komen yg negative, back to oldies XD

Posted by Newbieinshare > 2021-02-27 17:19 | Report Abuse

https://www.cnbc.com/2021/02/27/house-passes-1point9-trillion-coronavirus-stimulus-bill.html


next week hoot9eeee

Posted by OrlandoOilSemiconT > 2021-02-28 10:19 | Report Abuse

NIKON

Posted by hotdogge > 2021-02-28 18:08 | Report Abuse

https://www.sinchew.com.my/pad/con/content_2434967.html
tomorrow klci big green！

Posted by Westeros > 2021-02-28 20:07 | Report Abuse

Yup most are anticipating KLSE index to breach 1600, well lets wait and see what happens tomorrow morning.

Posted by KopiDuit > 2021-02-28 20:36 | Report Abuse

HeHehe need to SEE US backside, if MONDAY drop again, 1550 instead of dreaming 1600.

Posted by Westeros > 2021-03-01 10:17 | Report Abuse

anything is possible with all this uncertainties

Posted by HeLLo Cannot (=^x^=) > 2021-03-01 13:43 | Report Abuse

garang betul hater2 komen, ok lah, ini company holland, semua kasi jual, kekeke

Posted by HeLLo Cannot (=^x^=) > 2021-03-01 13:44 | Report Abuse

QES x boleh pakai, kasi jual je sebelum terlambat

Posted by HeLLo Cannot (=^x^=) > 2021-03-01 13:44 | Report Abuse

QES limit down soon, run before too late