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ermm... boss is on the media again. kept hinting about China OEM business. Been singing the China OEM collab since the investor briefing end of last year.
Alright, fibo. Pretty much depends on your waves identification :) I am seeing minor impulse wave 1 at 0.34 to 0.515; at the back of completion of major correction wave which started back in jun'24. Wave 2 ended at 0.37. You can do the calculations for wave 3 :) the assumption of minor impulse waves in 2025 is based on the higher customer deposits seen from the qr and company generating more money. The risk to the assumption is delays in fulfilling customer orders / lower margins product mix
pro bankers. churning for weeks. boss hinting China collab, RHB provided the details of China collab recently :) From RHBInvest which I have posted two weeks ago - QES is re-entering the China market through three collaboration projects in X-ray, microscopy solutions, and wafer handling equipment, which management expects to become a significant growth driver over FY26-27. The group will leverage on the ready capacity at its Batu Kawan facility to support these initiatives. Two orders under the X-ray and microscopy projects are undergoing, with delivery targeted by 1H26, while the wafer handling project with a US-listed semiconductor company remains in the pipeline. Management anticipates a maiden revenue distribution from FY26, with potentially more substantial manufacturing earnings from FY27 onwards.
indeed, fibo. was looking at Coraza and i think its A-B-C (3-3-5) from technical perspective. I didnt go into the fundamentals of Coraza though; just looking at waves as per your technical language :) its currently at wave C which is a 5 waves; 0.675 and extension at 0.885. Just my personal opinions for your reference and maybe I am wrong as identifying the correct wave counts is the most difficult step :)
just remember to do risk mgmt will do :) qes is 5-3-5 if you will. its wave 3 or wave C now and a 5 waves in my personal opinion if it fully develops. for cross reference yeah.
Lol, fibo. Just ignore it and focus on your own investment plans. Keep sharing and learning from this platform :) as for the negativity, use mute/block if you need to.
klse market breadth looking good. jan month to date - foreign and local insti were the net buyers while retailers net seller. Foreign net buyers for 5 out of the last 6 sessions.
US stocks valuation, new US Fed chairman, midterm elections and geopolitical risks making emerging markets a better place for the foreign funds at least in the near term
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 :)