Normal when price starts to go up...many weirdos will come here and talk cock just so that newbies will sell and they can get it....people with no ethics and integrity they are!!!
Bukan gaduh..tapi bila ada orang yang memberi fakta yang kurang betul kita perlu katakan sesuatu sebab ada ramai yang masih baru dalam saham. Kalau kita tak boleh betulkan kesalahan dan biarkan yang lain rugi dan kita untung..halal ke keuntungan tu...kita ni manusia ada akal pemikiran sepatutnya buat yang baik...lain lah kalau binatang
westeros, biar je la, aq x kisah dorang ada sebar maklumat palsu. sy tahu kemampuan sykt ini, sebab tu sy beli banyak bila harga jatuh dibwh harga ipo. dlm pasaran saham, kita untung duit dari orang yg x buat study betul2
25 Jan 2020, 11AM: *QES* Mgmt: Management: Mr. Chew (CEO)
*2021 Outlook:* - Top line growth target/expect for 2021: Manufacturing will grow faster than distribution. Manufacturing - 25% (expect RM34-35m); Distribution - 8-10; and Overall - 15-20% - GP margins: Distribution - 25-25%; Manufacturing - target 35% - YTD orderbook: RM13m Distribution; RM9m Manufacturing - Utilisation rate: 80% nearing to maximum, starting to outsource a simple frame - Current book to bill ratio: Both distribution and manufacturing at 1.1x - Automotive sector to contribute to your revenue in 2021? Every year contributes 20-25%. Hard to expect because semiconductor will grow substantially. - China - will set up a subsidiary in China through QES (HK) - target to complete incorporation by 3Q2021 - Inspection machine that QES is selling is semi-automatic machines - selling to front-end - target to sell more to China - Received keys to the new 5-storey dectached factory in Shah Alam and aims to move in by 3Q2021. - Looking for a factory expansion in Penang - What is your sales mix between semi-auto and fully automated machines in 2020? What is your expectation for 2021 sales mix for semi-auto and fully automated ? Target to 60-70% Automatic machines for 2021.
2020 vs 2019: - overall is better; Still operating at 100%, full SOP compliant - 9M2020 vs 9M2019 PAT increased by 305%; EBITDA margin improved to 10.4% vs 5.6% for the same period - Malaysia remain the largest revenue contribution (-19% YoY); ASEAN (-8% YoY) but SG is doing very well +35%YoY due a customer that is heavily invested in chips for 5G semiconductor and China grew strongly +>500%YoY - 2 key business segment - manufacturing and distribution. Notably, the manufacturing division has been growing, accounting 16% of 2020 total revenue vs 4% in 2019.
FY2020 vs FY2019 - Semiconductor 44% vs 40% - Automotive 25% vs 25% - E&E 19% vs 25% - Others
Others: - QES product segment includes (1) Wafer Fabrication - front-end, (2) Test Assembly IC Packaging (Back End), (3) Mass Storage, (3) General Electronics - QES’ expertise are in back-end - 2018 sold many post wire bonding inspection - for automotive - hope with the current shortage of ICs, QES would be able to sell more machines - Infineon gives QES a yearly contract - New products: RFID for IR4.0 solution and RDIF Bunny Suit - for tracking in Semiconductor and medical sector - working with one of potential customer in Penang - previous private placement fund is allocated for this project; E-traveler kiosk
This year looking at 13-16M NP, very humble and conservative mgmt. good vibe. Nice story overall.
ramai sifu pelaburan fesbok cakap QES xde potensi, hakikatnya sifu pelaburan fesbok untung byk duit bukan dari pelaburan saham, tapi dari yuran kelas pelaburan XD
anyone looking for another oppurtunity. Can look at RHONE MA. I get in yesterday.
Government try to make malaysia as - dairy product self-sufficiency by 2025. Now Malaysia produce 40% of dairy product compare to import 60%. Part of food security strategy, the aim to make 100% internal produce. So many companies like F&N , Fresh Farm, RHONE MA, start to jump in because tax advantage and increase in import duty for local business to prosper. Dont miss out.
RHONE MA target to bring fresh milk prodcution up to 120,000 litre by next year...this business similar to palm oil...the more acre's u have the more it yield..the more the cow the bigger the business...
25 Jan 2020, 11AM: *QES* Mgmt: Management: Mr. Chew (CEO)
*2021 Outlook:* - Top line growth target/expect for 2021: Manufacturing will grow faster than distribution. Manufacturing - 25% (expect RM34-35m); Distribution - 8-10; and Overall - 15-20% - GP margins: Distribution - 25-25%; Manufacturing - target 35% - YTD orderbook: RM13m Distribution; RM9m Manufacturing - Utilisation rate: 80% nearing to maximum, starting to outsource a simple frame - Current book to bill ratio: Both distribution and manufacturing at 1.1x - Automotive sector to contribute to your revenue in 2021? Every year contributes 20-25%. Hard to expect because semiconductor will grow substantially. - China - will set up a subsidiary in China through QES (HK) - target to complete incorporation by 3Q2021 - Inspection machine that QES is selling is semi-automatic machines - selling to front-end - target to sell more to China - Received keys to the new 5-storey dectached factory in Shah Alam and aims to move in by 3Q2021. - Looking for a factory expansion in Penang - What is your sales mix between semi-auto and fully automated machines in 2020? What is your expectation for 2021 sales mix for semi-auto and fully automated ? Target to 60-70% Automatic machines for 2021.
2020 vs 2019: - overall is better; Still operating at 100%, full SOP compliant
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
fujiapple
241 posts
Posted by fujiapple > 2021-01-26 12:37 | Report Abuse
Strong with buyer today.. will more to go :)