Don't get flush out ! Investment is not a straight line method QES turn over and Profit Margin is greater than MI Tech, VIS and Jftech. Hold for mid term. Surely perform. Dont follow others traders Trade to loss. Hold tight... 1.50 from boss target ! Next qr is superb again
This morning I said the market is fair, as long as you know how to make..whether long or shorts..I’m happy for shortist today..so when this gem continues its upward swing, please do not come out with the naysaying again..u see, the difference between longist and shortist is that the longist can substantive themselves with fundamental analysis, projection, facts, etc..but for the shortist they can only create fear and sometimes even go to the extent of spreading falsehood..cheers..
Weechichi sometimes they just wanna people to know how brilliant they were at technical analysis. If they are right even for just one day they'll show up boasting or trolling.
Emm if you are serious about fundamentals, you will buy Greatech, MPI, UWC, D&O not QES. I never boasted about technical analysis skills. Speaking from the perspective of technology, QES is a low profit margin business making spectrometers and low-grade electronics components. You can find a lot of similar companies in Taiwan and most of them are bankrupt. Large fabs and for Bursa, OSATs will continue to dominate the electronics market.
I don't care about accounting; I care about the tech behind a company. You cannot form an investment thesis solely based on financial ratios (PE is the worst, even P/S, P/FCF, EV/EBITDA do not work). I am not going to short for the long term because that would be suicide. But I like to provide a bear case for prospective buyers. However, despite all the above reasons, I am pretty optimistic about the company after learning about the fact that QES is a key distributor for Nikon's industrial metrology. But with the introduction of AR technology/VR (Facebook - Oculus, Unity software), industrial metrology will soon become obsolete as it relies on bulky hardwares i.e. traditional CNC systems and laser scanners.
Well..at least some good write up above backed with some studies and researches..perhaps, we shall see if QES would sustain its strong growth in earnings..that said, I’m pretty optimistic that this is gonna be a record year for them..tech behind a company definitely matters, if not, what else matters.. that also differentiate the valuation on a company to another..and that has a strong linkages to the financial metrics..
Whether obsolete or not, it is still in the early days to call..the company did mention to they are riding on the 5G, IOT, etc..the manufacturing division is the one that has started yielding strong return and I strongly believe it’s gonna be a huge margin and be a game changer to them, despite it is ‘low grade’ as being called..from the according perspective, I could hardly find a net cash company with such a strong fundamental as QES, not to mention some big names in the industry which has gone through a few cycles..
That said, everyone is entitled to each of their opinion as well as investment decision..cheers..
Until there are changes in macro, micro and the company itself, this gonna be a hold and possibly add for me..the good thing being a longist is to grow with the Company and having peace of letting the power of accumulation to generate the biggest possible return..a matter of more or less in the end without stress.. cheers..
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....
Sharkdoodoo
271 posts
Posted by Sharkdoodoo > 2021-06-08 16:27 | Report Abuse
dump today