Posted by wbwb50 > 2020-07-26 12:13 | Report Abuse

Must be for some good reasons why this counter moving steadily up north and still no sign of weakening, i see the company profit are improving for the last 3 quarters, it’s profit also way much better than some other tech companies like Vis, Elsoft, Jftech and etc ...any Sifu here has any idea?

Posted by daretocutandchange > 2020-07-26 13:41 | Report Abuse

be patient,chew ne weng 33.93% and liew soo keang 26.21&.these two majorities shareholders hopefully will not let us down.some more due to 5g will rolling out and this company is netcash.

Posted by stockraider > 2020-07-26 15:49 | Report Abuse

REMEMBER NETX IS BACK UP BY STRONG FUTURE FUNDAMENTAL AND PROSPECT N U R BUYING AT 1 SEN WITH BIG MARGIN OF SAFETY AT 50% OF ITS BOOK VALUE MAH..!!

Please learn & do not get confuse on NETX mah...!!

Why it is perfectly positive to buy netx at 1 sen leh ??

1. Netx is involve in game changing technology industry. The best growth sector of the stockmarket.
2. Netx assets comprises a big chunk ie is make up of cash & equivalent about rm 46m ,which is a big increase from rm 34m last reported mah..!!
3. Its NTA per share is 2 sen.
4. Its net cash per share is 1 sen
5. Its Gems apps are doing well n kicking in with high big growth plan.
6. Netx just reported a maiden profit when everyone expect a loss due to MCO loh...!!
7. Its NFCP section shows the strongest operating growth this qtr with few million profit just reported by netx mah..!!
8. Beside Gems apps which is similar to GRAB & Food PANDA there are many other promising blockbuster apps still under development that will add big value to future NETX loh..!!
9. The company has a very comprehensive corporate plan to develop & expand the company at the same time strengthen its shareholding & corporate structure thru a consolidation & rights issue exercise buy shifting more monies from the weakholders to the strong holders mah...!!
10. From The latest qtr the management is optimistic & guided future satisfactory performance for netx

In conclusion if u buy netx at 1 sen u buy into a substantial cash rich technology company worth 2 sen with net cash 1 sen mah..!!
In addition it have high growth Gems apps which is taking off with high Growth Phase 2 for next few quarters mah...!!
For NFCP opportunity netx already reap few million profit for this qtr mah...!!
On the overall picture, there are many growth visibilty with many new apps until development and will be churning out soon loh..!!

U should be excited like raider & calvin bcos u are buying into technology netx very cheap with big margin of safety at only 1 sen and has very big growth prospect .

At 1 sen netx is the cheapest technology stock on earth, just jump in & buy loh...!!
Everyone should have some exposure on growth technology stock like netx loh....!!

This info is quite correctloh....!!

Alot people takut after consolidation the cost is 50 sen per share but u must take up all your rights mah....that means your cost will mean your cost around 14.5 sen mah..!!

Don ever never take up the rights issue loh...!!

If u refuse to take up the right or to participate, then forget it, better better to sell netx now...to avoid yourself to be affected by the consolidation & dilution mah..!!

Only by taking up the rights, u r protected mah...!

Posted by BountyOfTheBourse > Jul 24, 2020 3:46 PM | Report Abuse

so then kenie with your new 20,000 units you still qualify to buy 120,000 units at 10 sen per unit

that means you need to come up with another rm12,000 to participate in RI la

that means now after RI (if you participate) you got 140,000 units at total cost rm22,000 la

so your gross average cost now 15.7 sen per unit la

but you also getting 60,000 free warrants at 3 sen per unit = total rm1,800 that means same like you getting rm1,800 rebate la

so your net total cost = rm20,200

so your net average cost = 14.5 sen per unit la

so when shares come on stream post-RI for trading again no more 1 sen per unit la but about 14.5 sen per unit or slightly less la

you better faham betul betul ini hal la

Posted by Leader11 > 2020-07-27 11:09 | Report Abuse

he sleep again today ... maybe to build up the power for rocket high ... i trust u QES ... 5G, AI, IoT never stop technology ... go go ...

Posted by Raziz11 > 2020-07-27 13:00 | Report Abuse

Great QES still price at support area..

Posted by Abd Rahim Osman > 2020-07-27 18:46 | Report Abuse

Sabar menanti

Posted by budakbaik > 2020-07-27 22:06 | Report Abuse

seriously... qes is the best stock for now... not crazy up like gloves, unstable like o&g and always sleeping like property... qes is slow n steady climbing... will start climbing again tomorrow ... but hopefully it will fast climbing like JCY... both are the best...

Posted by wbwb50 > 2020-07-28 10:05 | Report Abuse

I think there must be something brewing big in this company. The company AGM is in this Thursday. Please share any info you attend the AGM. Thanks

Posted by fizz27 > 2020-07-28 14:22 | Report Abuse

A worth stock to keep

Posted by wbwb50 > 2020-07-29 09:43 | Report Abuse

Rock solid counter...

Posted by SapuKaki > 2020-07-30 11:16 | Report Abuse

make profit few round before...regret to sell it early..waiting qes to drop alittle bit...but still rock solid..any comment regarding upcoming qr?

Posted by budakbaik > 2020-07-30 13:46 | Report Abuse

still doubt whether qes will dropping. bcoz it slowly climbing n climbing never stop. like kura2 panjat bukit. not like glove counter. like rabbit jump high and sometime jatuh bcoz take profit. qes looks like worth it counter to invest...

Posted by bct2619 > 2020-07-30 14:28 | Report Abuse

Hope it break to 0.30....

Posted by wbwb50 > 2020-07-30 18:16 | Report Abuse

Today AGM and price still climbing, the outcomes should be good, hoping it will cross 0.3 next week.

Posted by Leader11 > 2020-07-30 21:47 | Report Abuse

I will top up more when it come to 0.3 ... most stable counter ever ..

Posted by bct2619 > 2020-07-31 19:43 | Report Abuse

Any good news to share after AGM???

Posted by wbwb50 > 2020-08-01 15:59 | Report Abuse

Just look at the price trend, you can guess if it’s good or bad. This stock might challenge its historical high 35.5 soon. Check the company earning performance then you can see the reasons why. 3 consecutive quarters with improving earning.. even during MCO no impact. Pretty strong!

Posted by Leader11 > 2020-08-03 15:28 | Report Abuse

Finally got number 0.3++ ... woww

Posted by mni75 > 2020-08-03 17:24 | Report Abuse

This company will follow MI, Dufu and Inari

Posted by Mohdrazif888 > 2020-08-03 17:50 | Report Abuse

Soon 0.40 coming..hold tight.gais..

Posted by LiimInvest > 2020-08-03 18:42 | Report Abuse

QES Group Berhad is a Malaysia-based company primarily engaged in investment holding activities. The Company operates a group of companies with principal activities that include the distribution of inspection, test and measurement equipment and materials, as well as in the provision of engineering solutions. The group of companies also manufacture optical inspection equipment and automated handling equipment. The Company's customer focus include those in the automotive industry, the semiconductor industry and the electrical and electronics industry.

Posted by LiimInvest > 2020-08-03 18:45 | Report Abuse

Related to equipment automations, engineering and semiconductors industry

Posted by LiimInvest > 2020-08-03 18:46 | Report Abuse

Next TP should over 0.40++++

Posted by budakbaik > 2020-08-03 21:05 | Report Abuse

need to top up more... very stable and steady counter... UP n down... UP UP down.. UP UP UP down... UP UP UP UP UP n down ... UP UP UP UP UP UP UP ... huhu... very nice :-)

Posted by wbwb50 > 2020-08-04 10:48 | Report Abuse

The only tech counter which still very undervalued. dirt cheap at current price, it will pop anytime soon..

Posted by SapuKaki > 2020-08-04 14:33 | Report Abuse

anybody know how big is their nature of business related to semiconductor...do their business is like Vis?

Posted by klk666 > 2020-08-04 15:05 | Report Abuse

How much is Vis Revenue? this company is much bigger and better i guess...

Posted by Leader11 > 2020-08-04 15:44 | Report Abuse

I feel like want to kick this grandpa butt for faster climbing ... but cannot. because this is his character. slow and steady... QES become higher and higher value...

Posted by SapuKaki > 2020-08-04 16:53 | Report Abuse

ya lor...qes seems like living in their own reality....dont give a shit to surrounding...vis fly today but qes as usual slow2 climb, mind his own business...need a lot of patient with this counter...i think genuine investor la in here...nice...suitable for longer term...nice

Posted by LiimInvest > 2020-08-04 21:26 | Report Abuse

#QES 集团 – 2020年股东大会

全球半导体行业在2019下半年受到中美贸易战打击。由于非常依赖于汽车行业，业绩无可避免受到影响，不过今年Q1业绩已显示出改善的迹象。未来计划扩大产品组合，以减少对车市的依赖，以及可提高订单流入的持续性。

分销业务占整体收入的80-85%，主要的供应商是Spectrum、Nikon和Hitachi。其收入有2种，分别是出售机器以及提供售后维修服务。计划将持续性服务的贡献比例提高至20-25%。分销和制造业务的毛利率分别是20-25%以及30-35%。

不过单单靠分销，很难打入其他国家的生态圈，因此之前决定积极壮大制造业务。即便如此，从没想过制造业务的贡献会超越分销业务。值得一提，不会制造与旗下分销产品有冲突的产品，而是制造互补型的产品。

大部分客户是跨国集团，他们从不采用租赁的方式。很多时候客户会要求特殊付款期限，并将机器先让他们使用，简短而言就是先试用后购买。仍需要时间来证明旗下的机器。

去年有一笔三百多万的销售退款，主要因为客户在支付方面遇上困难。为了利益着想，决定拿回一些机器，并重新翻新出售给其他客户。这种情况并非时常发生，至今仍与他们保持良好关系。

截至今年3月，手握近RM15m的订单。疫情对业务的冲击有限，依然在过去几个月收获订单，将在未来几个月交付。目前产能使用率接近80%。

计划将制造业务进一步扩展至中国和台湾市场。现阶段在当地仍没有办公楼，仅是透过合作伙伴开拓当地市场。此外，越南的经济增长也保持良好，毕竟很少受到贸易战的影响，因此预计可受惠其中。

核心优势在于拥有强大的分销网络，同时也清楚了解客户的需求。在槟城拥有软件工程师团队涉及研发活动，并希望不久后可研发出内部的尖端技术。

尝试将4款新机器设计成更自动化，以减少对手动操作的依赖。一旦成功协助客户自动化业务流程，未来可复制相同的成功在其他客户身上，有助于提高营业额。这款新机器在2019年没有任何订单，2020年至今已售出2台至德国，以及2台至台湾。

在5G技术的推动下，全球半导体行业的增速越来越快，无论是制造或者分销业务，皆有望从中受惠。Penta和Vitrox近年的表现并非一朝一夕，而是从小做大。在持续性收入以及多元化市场的支撑下，QES现阶段也处于良好的增长位置。

总结，QES近年表现仅中规中矩，至今仍很难取得重大突破。虽然半导体行业持续增长，但是要复制Penta和Vitrox的成功恐怕不易。个人暂时看不到增长动能，不具备投资价值。

Posted by LiimInvest > 2020-08-04 21:27 | Report Abuse

Accumulating more and more

Posted by LiimInvest > 2020-08-04 21:28 | Report Abuse

X
QES Group – 2020 General Meeting of Shareholders

The global semiconductor industry was hit by the Sino-US trade war in the second half of 2019. Due to its heavy dependence on the automotive industry, performance will inevitably be affected, but this year's Q1 performance has shown potential for improvement. Dependence, and can improve the continuity of the inflow of orders.

Distribution business accounts for 80-85% of overall revenue, and the main suppliers are Spectrum, Nikon and Hitachi. There are two types of income, namely selling machines and providing after-sales maintenance services. It is planned to increase the contribution ratio of continuous service to 20-25%. The gross profit margins of the distribution and manufacturing operations are 20-25% and 30-35%, respectively.

However, it is difficult to break into the ecosystem of other countries by relying solely on distribution, so it was decided to actively expand the manufacturing business. Even so, never thought that the contribution of the manufacturing business would surpass the distribution business. It is worth mentioning that we will not manufacture products that conflict with products that are distributed, but will manufacture complementary products.

Most customers are multinational groups, and they never use leasing. In many cases, customers will request a special payment period, and let them use the machine first, instead of trying it out before buying. It still takes time to prove part of the machine.

Last year, a sales of more than 3 million yuan was replaced, mainly because customers encountered difficulties in payment. For the sake of profit, I decided to take back some machines and refurbish them and sell them to other customers. This situation does not happen often, and we still maintain a good relationship with them.

As of March this year, I have an order of nearly RM15m. The impact of the epidemic on the business is limited, and orders still harvested in the past few months will be delivered in the next few months. The current capacity utilization rate is close to 80%.

Plans to further expand the manufacturing business to the Chinese and Taiwanese markets. At this stage, there is still no office building in the local area, but the local market is explored through partners. In this way, Vietnam's economic growth has also maintained good, after all, it is rarely affected by the trade war, so it is expected to benefit from it.

Having a team of software engineers in Penang is involved in R&D activities, and hopes to develop in-house cutting-edge technologies soon. The core advantage lies in having a strong distribution network, but also a clear understanding of customer needs.

Try to design 4 new machines to be more automated to reduce dependence on manual operations. Once successfully assisting customers in automating business processes, the same success can be replicated on other customers in the future, which can increase turnover. There are no orders in 2019. Since 2020, 2 units have been sold to Germany and 2 units to Taiwan.

Driven by 5G technology, the global semiconductor industry is growing faster and faster, and both manufacturing and distribution businesses are expected to benefit from it. The performance of Penta and Vitrox in recent years has not been overnight, and even grown up since childhood. Supported by sustained income and diversified markets, QES is also in a good growth position at this stage.

In conclusion, QES's performance in recent years is only satisfactory, and it is still difficult to make major breakthroughs. Although the semiconductor industry continues to grow, it may not be easy to replicate the success of Penta and Vitrox. Individuals cannot see growth momentum for the time being, and they have no investment value.

Posted by LiimInvest > 2020-08-04 21:29 | Report Abuse

Buy more now to gain more profits

Posted by LiimInvest > 2020-08-04 21:29 | Report Abuse

Next TP1 > 0.40

Posted by IamBalina > 2020-08-05 15:32 | Report Abuse

slow and steady stock, I like

Posted by budakbaik > 2020-08-05 17:25 | Report Abuse

As usual.... slow n steady... maintain macho

Posted by wbwb50 > 2020-08-05 18:46 | Report Abuse

Now just warming up, will take off soon ...

Posted by fujiapple > 2020-08-06 15:04 | Report Abuse

today close 0.35.. ?

Posted by LiimInvest > 2020-08-06 16:45 | Report Abuse

wow 0.37 now...

Posted by budakbaik > 2020-08-06 16:49 | Report Abuse

walawei... today atok got more power to climb. slow2 atok, waiting for number 4

Posted by fizz27 > 2020-08-06 17:09 | Report Abuse

Rock solid uptrend

Posted by HappY InVest (=^x^=) > 2020-08-06 17:36 | Report Abuse

sape yang beli waktu megasales dulu, memang happy sekarang.

Posted by HappY InVest (=^x^=) > 2020-08-06 17:38 | Report Abuse

Net cash tech stock, mantap

Posted by wbwb50 > 2020-08-06 22:24 | Report Abuse

TA very bullish now... ready to Pecut soon.

Posted by LiimInvest > 2020-08-07 08:30 | Report Abuse

Rocket up up

Posted by budakbaik > 2020-08-07 09:24 | Report Abuse

wow.... simply can cross 0.4 today... next week 0.5 ... wa caya lu QES ... go go ... but keep humble yaa... :-)

Posted by TheThird > 2020-08-07 10:01 | Report Abuse

I have been invested in this counter since April 2019 at rm0.23.i sold too early yesterday at 0.34 hoping to buy back at lower price. I really believe in their business but I guess the market believes in it more. Net cash company with niche specialty focus in automated optical inspection. I didn't expect to touch 0. 4 so soon!

Posted by Leader11 > 2020-08-07 15:02 | Report Abuse

Today is very tough day for everyone. But QES still can maintain his momentum... 0.4 is possible and coming soon ... go go QES ..

Posted by IamBalina > 2020-08-07 15:38 | Report Abuse

no need rocket, slow and steady

Posted by budakbaik > 2020-08-07 16:02 | Report Abuse

agree with IamBalina... we are not demanding. just maintain climbing slow and steady. if rocket, bonus to us but our objective keep climbing... hehe