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timing of frontkn-wb expiry in may'26 dragging the mother share, fibo. longer term - keep an eye on Singapore geo and Taiwan geo contribution. AGTC continued to spend capex on R&D, capacity and capability in Taiwan matching tsmc's technology roadmap and these should translate to higher revenue for AGTC/Frontkn once TSMC advanced node 2nm goes into mass production (estimated by end of 2026); driven by higher frequency cleaning.
The ball is in the boss's court now given the details shared by RHBInvest :) He has to show signs of growth going into FY26 to convince more insti to buy in and for existing insti in the current top30 to increase their shareholdings.
first attempt to close gap. End of next month is the boss's turn to deliver the results after much talks about collabs and projects in progress. Show us the numbers.
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 :)
Trumpwaves flipping again as expected. Lol, no pun intended. His new US Fed chair will need to work hard to increase the possibility of a rate cut after May; jul and sep's possibility is below 50% right now
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.