Not so many fans of QES now?

2019 was a downhill year for QES due to trade war, slowdown in semicon industry, and company too dependent on few products. However in 2020 company had lay out few plans to drive it moving forward.

1. Factory Expansion to double the operating spaces from existing 40ksqft to 81ksqft. With new factory also, management targeting to increase revenue contribution from manufacturing division currently at 20% to 40%.

2. Expansion in China market for semicon related equipment. They're planning to add more partners in China and aggressively promoting their own brand. Revenue growth from China for 9M20 expanded to RM7.4m from RM1.2m for 9M19. Let see if this improvement still continue when 4Q20 report roll out next month.

3. R&D of future products for manufacturing division. These products expected to drive growth in company revenue as they have higher ASP from current product.

These are few stuff to look forward from QES. However, as an informed investors we still need to monitor whether they can deliver or not what they've been planning. This is just my personal reading, do correct me if I'm wrong. Happy investing everyone.

Agreed with yykyy, QES is under industrial products & services, if it's classified under tech stock maybe more people will notice it. From their last quarter report revenue contribution from China for 3 quarter in 2020 expanded from 1% to 6.5% compared to 2019. The growth is from 1.2m to 7.4m. Believe more to come from QES. Their new factory in Glenamrie also in line, probably will start to see the contribution in FY21. Just from my personal reading. Do correct me if I'm wrong.

When will Qes new factory start operating? Anyone knows?

Not many people read company report, most read chart and line only.

Fajar timber production in 3Q20 recorded 194% higher than previous quarter, 180% higher than 3Q19. This should contribute positively on their 3Q reporting.

It think it should.

New shares listing completed yesterday. Be patient and give this counter some more time.

BPLANT Q320 FFB production (273,625mt) up 1% vs last quarter, and 14% up vs Q319.

Average CPO price Q319 RM2,026/Mt, Q220 RM2,367/Mt.

Q320 average should be around RM2,700-RM2,800/Mt. Expecting another green when they announce their quarter next month.

Dato' Awang just become the Chairman for 1 month. Need more time to see the impact he has to the business if any.

Awang initial cost is 0.18. At 0.26 he add lil bit only

Tadmax on PIPP:

"However, this Project will not contribute to the near-term profitability of the Group as it takes approximately three and a half years before commercial operation commences. Upon completion of financial close, the construction of the Power Plant will ensue which expected to be first quarter of
financial year 2021.

However, with the Proposed Interest of Worldwide Holdings Berhad on the Company’s remaining equity interests in PIPP, this may lead to the Group’s complete divestment of its interest in the Energy business segment but will however enable the Group to focus on its core activity of Property Development & Construction."

Joining BPLANT as small shareholders.

BPLANT FFB production in 2Q20 29% higher than 1Q20 and 18% higher than same period in 2019. Avg CPO prices 13% higher than 2Q19.

Going to keep a close look on the potential of this counter.

Market going crazy nowadays. Limit up counter everyday, it's not sustainable. Faster it raises, faster it going down. Let keep bahvest going up slow and steady, slowly but surely.