Investman's comment on QES. All Comments
Investman
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oh, up 20sen already, too much already,now it adjust back.
Report
2 weeks · translate ·
Andrew Tan
美股科技全部飞到月球正转站去火星 马股却还在和自己玩谷谷叫
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Investman
起个一分就已经压了,起个5分还得了
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Tok Tiong
QES 不操一下嗎？。。。仙姑都飛天了
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Druncola Ong
应该是要等Q1的业绩才炒
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Kenny Lee
朋友买到ttvhb,只有羡慕的份
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The Undertaker
业绩亏钱的科技股，大起；少赚的，起一点；业绩不错的，没什么动静，马股真的怀疑人生。
3 Like · 1 week · translate
Kenny Lee
现在怀疑investman买太多qes，被庄盯上了，哈哈
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Investman
哈哈哈,盯上了好啊, 心情不好时也可以拿它来屌, 反正它做这种事屌它也是应该的啊, 替它消消业吧, 是不是, 饿鬼庄来的！
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Investman
别支科技股起到乱, 只有这老龟公的庄不起而已, 你娘的老鳥庄
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Kenny Lee
你找庄谈，把票卖给它，就会起了，做做好心，我压很久了。。。谢谢，哈哈哈
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Investman
不要緊, 我票已经全部卖给老龟公了, 起的话, 我只能在旁边流口水了。
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Investman
大家保重了！！！！！！！！！
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Kenny Lee
很假一下，哈哈哈哈哈哈
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Tok Tiong
Investman，它刚刚开始。 你就下船了？不要酱
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Admiral Adama
恭喜楼主收了那么多年终于解套了。。。
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Investman
逼不得已啊, 要不然老是被这隻龟公庄压着也不是办法, 如果当初亏着买进inari这些股, 那成本早就拿回来了. anyway祝你们早日从这股赚到钱, 大家保重了.
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Admiral Adama
也对啦，我们做股票的人一定要做渣男渣女。外面的世界多姿多彩，没必要单恋一枝烂茶渣，否则的话会错失很多机会！
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Kenny Lee
那时mi和qes，2选1，选了个便宜科技股，不要说我马后炮，那时mi1.8+,真的玩股尽量买龙头股，这种2，3线股，都是穷庄在控盘
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Fibo莫问
应该樓主开太多帖庄家要干他出去所以一直磨他哈哈哈哈。。。现在他出了很快就510了
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The Undertaker
Fibo 你要这样咩，等下真的起了就好笑。
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Fibo莫问
哈哈哈哈。。我說过了会起510
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cheng
5th floor not good, fibo. it will be a shame if it cannot reach 7th floor; the big W
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Fibo莫问
Cheng.... This stock very week, should wait until qr out
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cheng
agreed with waiting for the qr. I am still keeping my avg at 0.37 and didnt add so far. will look for opportunity to add if QES can break the usual soft Q1. fingers crossed.
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Kenny Lee
3楼买票的人，真好。。。。
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cheng
not nice, kenny. you dont want to go through the emotional cycle up and down. and then beginning to doubt whether should have rebalanced the tickets and buy back lower.
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cheng
it was really painful to see it drop from 0.51 and wiped out all the gain and went up half way and wiped out again at the back of war sentiment. on the other hand, boss is on the media talking about medtech/china collab while share price going south.
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cheng
last time used to have one person by the name of warren time. his strategy is good. Go up, rebalanced and adjust the avg price lower to fight qr instead of holding the running profit to fight qr. Chances of winning by betting on a good qr is not high.
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The Undertaker
Cheng what is your prediction on coming QR?
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cheng
matching q4fy25 revenue and net profit, undertaker. anything within 5% range of last qtr performance is good given the usual soft q1.
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cheng
52 weeks high at 52 cents. Can Mr. Market challenge that please?
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Druncola Ong
Mr Market need to wait its Q1 results first, I think
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Tok Tiong
Reach 52 before QR.. then jump if QR soso. Happened during last two Q. If super good then fly.
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cheng
the setback in last year performance came from Q1 and Q2. Its none other than the manufacturing segment. Manufacturing revenue (depending on product mix) seems not to be able to cover the manufacturing segment fixed cost resulting in the 8mil hit last year. Boss has been talking about medtech orders and China collab for the manufacturing space. We will know in the coming Q1 results. The good thing about this problem - it is not a structural thing but rather cyclical.
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The Undertaker
Cheng, don’t think QR will be better than the last QR. Q1 normally not so good. Guess will be 50-60m with profit of 4m to 6m.
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cheng
Alright, undertaker. Not adding at the moment. will just wait.
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Tok Tiong
Janji YOY 100%.. i wish
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The Undertaker
Tiong YOY surely good coz last year Q1 too weak haha
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cheng
Boss just have to fix that manufacturing segment and it will be all time high annual net profit in the making. As the semicond upcycle has begun, the cyclical manufacturing segment should reflect the results accordingly. Well, just my own assumption given the manufacturing segment revenue for the last 2 fiscal years and its segment profit - pointing to product mix margin and fixed cost, product mix driven by cycles if you will.
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cheng
if it is lower than q4, it is the usual soft q1. 52-52 becomes the resistance. Lol, no pun intended. if it is within 5% of q4 - that is good and strong. big W in the making.
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cheng
QR might be released this week?
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The Undertaker
Cheng I think should be this week.
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Tok Tiong
No one email company and ask?
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Kenny Lee
问大股东investman, 几时qr出？？
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Tok Tiong
楼主跑去skpres了。。。
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cheng
Same thought, undertaker.
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cheng
the ball is on the boss's court. buck the trend for Q1 and the momentum will continue all the way to Q3. https://www.businesstoday.com.my/2026/05/20/malaysias-april-export-jumps-36-to-all-time-high-of-rm182-million/
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cheng
ready for the results? back to square one or breakout
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The Undertaker
Not being too optimistic about the QR. Considering the foreign exchange rates in Q1 2026, revenue above 55 million would be good enough in my opinion.
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cheng
lets keep an eye on the manufacturing segment. That's the drag due to fixed cost. last year hit was -8mil.
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Tok Tiong
Investman, 52sen. ini kali la
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Druncola Ong
About to break 50 cents. Let's go!
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cheng
results day. what we want to see is the manufacturing segment numbers :) MI and Penta results showing semiconductor equipment segment picking up strongly. There should be spillover for instrumentation equipment sales for QES coupled with the strong export numbers for electrical and electronic sector.
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cheng
vertical lift and approaching 52-52. put on your seat belt (risk mgmt) if you have not done so.
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Fibo莫问
Tonight party start...........
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cheng
Trump and Xi becoming bff. Trump cancelled the Taiwan's arms deal after the Beijing trip. Xi has accepted the invitation from Trump to visit White House in Sep. There should be underlying trade deals as well.
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Fibo莫问
Trump temporarily should diam diam, he makes a big mistake bcos war
1 Like · 1 day · translate
Fibo莫问
Today our klci very green, everybody happy
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cheng
He needs leverage as usual. venezuela and iran's oil as Xi has rare earth export controls - critical for defense, semiconductor and EVs. Both should have settled their differences for now and there should be good news from them soon. The timing of Taiwan's arms deal cancellation speaks a lot about the progress Trump and Xi has made.
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Fibo莫问
Breaks 0.5..........touch 510 congrats
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cheng
ooh boy. QES is really strong today.
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The Undertaker
Fibo 的510也动到了，还有下一个算法吗？哈哈
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Fibo莫问
有，上次说过如果牛会去到0.6还是0.6×× ，我忘了，按进去看
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Fibo莫问
算出来了，0.510已经是fibo1.618, 如果业绩牛那就2.618= 0.610
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Tok Tiong
Investman, 你真的走去skpres了？
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Kenny Lee
我觉得不可能，假假nia
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Fibo莫问
Cheng...... QR out
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Ng Wai Keong
GG.. 这样的业绩算可以吗？
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Tok Tiong
300%.. Out of expectation
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The Undertaker
Cheng, told ya the Q1 always slow abit which is expected , but the revenue is above 55m as I predicted haha
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tony wang
keong 原来你还在的！
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Fibo莫问
Ng...... 很長情，哈哈哈。。。。。
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cheng
haiya, the boss could not buck the usual Q1 trend :( dang, you guys are really fast in reading reports.
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The Undertaker
Cheng, manufacturing division double up YoY and this will be crucial for their upcoming performances. However difficult for Q1 to perform better than Q4 as CNY and Hari raya also in same Quarter. Don’t forget the foreign exchange rate in previous quarter vs now haha
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Fibo莫问
Cheng... M not yet read report hahahaha.. I read chart, already hit TP Apa lagi mahu, fibo already told me qr..... :)
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Tok Tiong
huh, history repeat again?
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cheng
qoq comparison - Its the usual soft Q1 and the usual culprit of lower revenue for manufacturing segment resulting in 1.5mil loss (not able to cover the fixed cost). The plus side - inventories jumped, contract liabilities (customer deposits) jumped higher and balance sheet becoming stronger again - higher cash balance and lower receivables.
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cheng
yoy metrics will be good, undertaker :) I am looking at qoq - the balance sheet is strong, contract liabilities typically a proxy for orderbook is strong but the manufacturing revenue is not strong in Q1. I am not sure Mr. Market will be willing to provide quotes above 52? May need to wait a bit more.
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tony wang
Alex你也是还在，和keong一样久。
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Fibo莫问
Tony... 我沒买只是吹水而已哈哈哈。。上次在 coraza很久了，现在keeming 的时候，除非业绩不好那就找别支了
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The Undertaker
Sometimes mr market don’t really care. They pushed the price to above 0.70 last time when QR not really promising also. Most importantly is who are the operators haha
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cheng
True also :) current fiscal year balance sheet is the strongest by far.
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The Undertaker
Normally QR day the boss will have briefing with a few fund managers. They will update the company current plan and orderbook within a few days. I think the medtech order and the china OEM yet to reflect in their QR yet
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cheng
the contract liabilities jumped by 6mil in Q1 to 23mil from 17mil as of Dec'25 and inventories built up by 9mil from Q4 to Q1. Thats quite a huge jump within a qtr :)
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Ng Wai Keong
一路都在。。。。只是静静看你们表演。。。哈哈哈
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cheng
just noticed the MoU announcement - the details of China collab. Looks like a win-win partnership but it has zero value now - MoU/intention stage. A contract or definitive agreement needed. QES - expand product range to x-ray inspection machines from Unicomp (distribution) or manufacturing+distribution. Unicomp - leverage QES's ASEAN distribution network to sell their x-ray inspection machines. Unicomp seems to be a strong company and it has at least 6 patents.
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