from HLIB - For QES Group Bhd (KL:QES), the research house noted that distribution remains its core contributor, accounting for 65% of total revenue, while manufacturing is below long-term targets. Automotive integrated circuit demand is the key swing factor, though management sees medium-term upside from a potential hard disk drive recovery.

the ball is on the boss's court. and probably not a good idea to add on risk before qr results. if the additional orders from china companies collab is true, the positive impact will be beyond one quarter. no rush if you will :)

wah... you have high expectation on performance ooh, fibo. QES not a dollar stock leh. This performance is considered pretty good given number of surprises out there. made more money in FY25, distributed higher dividend in FY25, added more customer deposits going into FY26 and order book increased to slightly more than 100mil. You need not worry about financial performance in FY26 and can just focus on technical analysis :)

this conflict provides opportunity for traders - energy and airlines sector. If you have missed energy stocks, there is only one airline stock in KLSE - AAX. The same hype/speculation will come
May take awhile though. Insti just started selling few days ago. The rest of the sectors not affected by the conflict may retrace due to fear and risk off mode. It's also opportunity depending on your risk tolerance :)

Positive signs for new Batu Kawan plant. Despite registering a loss of RM2.2m in FY25, the Batu Kawan plant could see a turnaround sign earlier than expected after securing lucrative medical technology (under SMS segment) orders from a US-based medical device company specialising in glucose reading worth RM18m, and it could potentially increase to RM25-28m. Bulk of the med tech orders (about 8-10 units), which are destined to the US, Chile and Ireland operations, are expected to be delivered by mid-2026. We estimate that the med-tech sales could potentially contribute about 20-25% of our earnings forecasts for this year. In addition, it is currently in talks with 4-5 foreign equipment makers specialising in advanced packaging and X-ray products. If the 2 China's collaboration projects materialise together with the med-tech orders, the Batu Kawan plant could be running at full capacity utilisation.
Robust outlook. Management has set an ambitious target of RM300m sales for this year, underpinned by the strong order book of RM108m as of Jan 2026 (Value Engineering: RM84m, Manufacturing: RM24m). The manufacturing segment is expected to generate RM55-60m, a strong increase compared to FY25's RM31m. Lastly, it has set aside a capex of RM12-17m for the realignment of space for the Shah Alam plant and cleanroom installation for the Batu Kawan plant.

Why not, with current market sentiment being so bad and war may last longer than we expected because what trump said always denied by Iran. With this uncertainty and the pressure of cost of living I won’t be surprise investor will keep more cash by selling underperforming and unpopular stock in hand first.

In my opinion no stock is safe, after disposal of unpopular stock they will start selling those performing stock or stocks they got profit, which will come soon if no peace deal is made. But peace deal is unlikely anytime soon because Mr President is living in his own world haha. Bankers make the index futures looks nice always but in the end it drop further more in the next days haha

I would rather keep cash for time being instead of buying stock that hit 5 years low or all time low.The worse is yet to come I’m afraid unless you are cash rich and do not have much expenses in your life haha. Won’t surprise me if the business out there to experience what we went through during covid MCO, imagine the share market during that time haha

I’m not saying Covid like crash is likely but if the war dragged way too long and the oil price remained high, the inflation will be definitely goes crazy and FED may have no choice to increase the rate. Although the market moved on from Russia Ukraine war quite fast that time but for US Iran conflict it may take way longer, because of Mr President haha

A lot of tech counters on KLSE are now dropping to, or even below, their lowest levels seen during the 2021–2022 tech downturn. Some major players like penta had already hit similar lows during the early stages of last year’s tariff tensions, but later rebounded quite strongly.
The other counters like Inari also at lowest since 2022. What Trump has done may cause the market to weaken further, but it could also create opportunities, if the timing is right hahaha

True but some are driven by change in their fundamentals. Inari is one of it whereby it's RF segment which has always been the major contributor is going through structural decline. Tech stocks will get the attention when market breadth improves.