Can decide on Monday, Andy :) Lol, no pun intended. If you can recalled our conversations previously that I have rebalanced my QES position starting end of last year. I am waiting for lower thirties opportunities which has yet to appear.

Go slow on tech stocks unless it is really cheap from valuation perspectives due to upcoming volatile months - tariffs discussions (baseline 10%, paused reciprocal tariffs, sector specific tariffs - auto, steel, solar, pharma, and even country specific tariffs), interest rates decision by US Fed (Jun, July, Sep) and the tax bill currently being debated which should be decided by Aug probably.

The external headwinds mentioned above will dampen the sentiment. As for QES results, didn't see anything alarming apart from lower revenue and hence lower PAT. The revenue is kinda low for Q1 and Singapore geo dropped quite a bit. No idea whether it's the tariffs impact or sector specific impact - need to observe further.