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TACO needs a soft landing in the new world order. You can see his latest remarks that US is leading in AI heading towards the meeting with Xi in 2 weeks time :) trying to hang on to the old world order.
technically looking good. I hope boss is making good progress in utilising the capacity/space of the batu kawan plant; necessary for a big W formation :)
I am also not happy with the results, undertaker :) But I can understand the mr bursa part. makes sense due to q1 earnings season coming to end soon. need to take a break and get ready for q2 earnings season in Aug. Some companies will see higher q2 results and some will see weaker results as we march towards 2nd half of the year :)
where did you get the 120mil figure, undertaker? it was 80mil as of end of last year. I monitored the contract liabilities as the proxy for orderbook and it went up in q1 as shared last week. But I wasnt sure how much of increase in terms of orderbook though.
found it, undertaker :) publicinvest research: Robust orderbook guidance. As of the end of April 2026, the group's outstanding orderbook stood at RM122m compared to Jan 2026's RM108m. Out of RM122m, the value engineering and manufacturing segments accounted for 70% (RM85m) and 30% (RM37m), respectively. Semiconductor (RM20m) and Medtech (RM17m) are the key contributors to the manufacturing orderbook.
37mil for manufacturing is not bad. FY2026 manufacturing segment should ends in positive territory comparing to -8mil hit in FY2025. Thanks for highlighting it, undertaker.
Boss should know the key to higher annual net profit is the mfg segment. Get more orders for mfg segment, and the annual profit will go higher. Lol, no pun intended. It would have been a great year last year for QES if not bcos of the -8mil hit from mfg segment :) Unicomp will be a different beast - dealing with patented x-ray inspection machines. If QES can turn the MoU into definitive agreement / contracts, then, sky is the limit :) For now, the value of the MoU is zero
Distribution for Unicomp machines is considered good but it will be better if it is manufacturing + distribution. QES current product range covers until optical inspection and x-ray inspection is a different level - new product, new market. That's a growth story. Not creating hype yeah but sharing opinions :)
This may take a few quarters or financial years for the MOU to materialise. If it does, it could be a game changer for QES, as they would be able to sell their products globally with the support of Unicomp. Win win situation for both of them.
qes is unique as market sentiment can push it really low and breaking all supports despite good results :) I have experienced twice where the market wiped out my running profit. Not gonna happen the 3rd time even though the incoming tech correction will be deeper :)
This counter will give u guys surprise, I gave support at 0.44-0.40, it only stops at 0.43 good sign no1, now sub wave support at 0.465, it stop at 0.47, good sign no2, will fry soon
the only risk is just the tech correction sentiment which is growing; risk off mode. manage it well and qes will be stronger after the sentiment improves. just chillax and go jalan2 for now.
it has been there since weeks ago, undertaker. a bit risky for us to average up now due to first interest rate hike by US Fed estimated in Sep; 50% chance. Tech sentiment will turn sour before that to price in the hike. Will have to wait until Aug to view the possibility again by then. Safer if it drops below 40%.