lawrence hou's comment on QES. All Comments

lawrence hou
8 Like · Reply
gogogo ceoat hoot tech stock. going be tech stock theme soon
cheng
ok. tp target?
Like · 2 months · translate
lawrence hou
0.9.........
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cheng
alright, will keep that in mind :)
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Seow Lee Koon
0.9?really.... before that I think 1,ha ha ha
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cheng
i think it should be more than 1.0 :) well, the new mfg plant consists of cleanrooms which means products manufactured in these cleanrooms probably require compliance to GMP/ISO standards; medical industries potentially. Non-cyclical and resilient to economic cycle providing consistent sales growth. Manage our own positions well and cross our fingers :)
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Like · 2 months · translate
Seow Lee Koon
wow wow, ok we hold tight tight ya
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Seow Lee Koon
小弟,可以不要看到我吗?哈哈
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cheng
Definitely holding tight, SLK :) It is also a beneficiary of China+1 strategy since Applied Engineering is US based :) First is the start up of the new mfg plant by Q4 this year and followed by ramp up.
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Seow Lee Koon
Thanks Cheng ,starting new factory by Q4 it's a good news,hope can bring it grow up slowly . I don't like jump in jump out ,too tired, i like take profit gaogao,ha ha ha
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Seow Lee Koon
杰,u know,i know ya
1 Like · 2 months · translate
cheng
The reward for staying through the ups and downs over time in growth journey has always been rewarding, SLK :)
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Seow Lee Koon
yes , agreed with you Cheng:) learn with u
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Remmy Jr
Few months ago got one guy cursing this counter non stop. Where now? Already cutloss or still holding?
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cheng
Lets wait for the numbers in the Q3'24 report which should provide a sneak preview of potential orders for the new mfg plant start up in Q4'24 :)
2 Like · 2 months · translate
cheng
glad to see it stabilizing at 6th floor with recent liquidity. Will it be euphoric soon?
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cheng
6th floor selling like hot cakes. Will be nice for long term shareholders when 7th floor is open for sale :)
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cheng
indeed, 杰. At this juncture, we just have to manage our positions well and keep an eye on the progress of its expansion - signs of revenue increase. Its good to see recent interests on QES and thus providing the liquidity that we are seeing.
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2 Like · 2 months · translate
Unknown
Insider news, qes will fly to moon. Grab now or never
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lawrence hou
yes. tp 0.9
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Bryan Lee
路过的. 走进来看看。
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Cheong Kin Wai
一直看到11 lot 重复买是什么庄家讯号吗?
1 Like · 2 months · translate
lawrence hou
是的。T.P rm1.1
1 Like · 2 months · translate
Unknown
目标价RM1.1 hoot9e la
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cheng
still waiting for 7th floor. Will you go there before Q1'24 results?
Like · 1 month · translate
Seow Lee Koon
waiting.....
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Seow Lee Koon
小弟,你确定我lucky?我也希望大家一起赚钱,冲呀,哈哈
Like · 1 month · translate
cheng
QES new factory in Batu Kawan, Penang has commenced construction in January 2024 and is slated to be completed by the fourth quarter of 2024. The new factory is a testament and a momentous step forward of QES’ reputation as a global frontrunner in the manufacturing industry for its automated inspection and handling equipment but also reflects the long-term global growth in demand for the semiconductor industry. QES will be well-positioned to harness these opportunities from this expansion while leveraging on Batu Kawan’s attractive industry ecosystem. The Group will continue to focus on its business strategies in expanding during the slowdown to be well-positioned to harness opportunities at the signs of the semiconductor industry recovery. Following various optimistic outlook reports on the semiconductor industry for 2024, the Group is confident for better growth prospects for FYE 2024.
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Like · 1 month · translate
cheng
extracted the statements above from the annual report. In summary, construction of the new plant is on-going with target completion by 4th quarter and the overall outlook for semiconductors pointing to the highly anticipated recovery second half of this year :)
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1 Like · 1 month · translate
cheng
Thanks, 杰. I am eyeing for the growth from the new manufacturing plant. Q2 and Q3 will be interesting as the new plant is target to start operating by Q4; by modular basis. If thats the case, we should be seeing some numbers in Q2/Q3 report. Additionally, you may want to have a look at the latest shareholdings in the latest annual report :) Foreign institutions seems to be busy sweeping. From ~3M foreign shareholdings in 2022 to ~25M in 2023.
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1 Like · 1 month · translate
Bryan Lee
Q3 good good
1 Like · 1 month · translate
lawrence hou
coming soon
hoot9e
1 Like · 1 month · translate
cheng
Thanks to foreign institutions :) Congrats to all long term shareholders. Its a worthwhile wait so far, rebounded by more than 30 pc and hitting new 52 wks high. Manage your own positions well while observing its upcoming growth opportunity :)
1 Like · 1 month · translate
cheng
looking forward to signs of instrument sales/service picking up in the upcoming report
1 Like · 1 month · translate
cheng
7th floor incoming?
3 Like · 1 month · translate
在等业绩可能.....
2 Like · 1 month · translate
Alan Tam
业绩不是预计平平无起吗?
2 Like · 1 month · translate
斯马可
Down Trend
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tony wang
Good info cheng. The Batu Kawan plant was initially planned to begin operations by Jan 2024 but delayed.
3 Like · 1 month · translate
cheng
You are welcome, tony. Lets hope that it will be a worthwhile wait :)
1 Like · 4 weeks · translate
业绩来了......!!!!!!
1 Like · 3 weeks · translate
Jason Wong
那天谁谁讲第一季平平,第二季成长,第三季顶峰,竟然是准的??
2 Like · 3 weeks · translate
lau andy kok chong
來了!!!!!!!2.5m!!!!!!!!!
1 Like · 3 weeks · translate
lawrence hou
good qr. propect is positive
1 Like · 3 weeks · translate
lau andy kok chong
yes!!!Limit up!!!!!!!!!!!........
1 Like · 3 weeks · translate
Jason wong 那是podcast 老板自己说的...
2 Like · 3 weeks · translate
The Undertaker
the boss podcast last month said results will be flat, looks like he is honest
5 Like · 3 weeks · translate
cheng
Enjoy the volatility :)
1 Like · 3 weeks · translate
Jason Wong
那就是说老板预计下两季会好?那明天快点跌多一点我要hoot了哈哈哈
3 Like · 3 weeks · translate
cheng
continue to the 7th floor.
1 Like · 3 weeks · translate
lau andy kok chong
wow!!my idol!!
1 Like · 3 weeks · translate
cheng
QES your idol or foreign funds inside QES, Andy?
2 Like · 3 weeks · translate
lau andy kok chong
haha I mean u cheng
1 Like · 3 weeks · translate
cheng
congrats to all shareholders :) 7th floor it is.
2 Like · 3 weeks · translate
Seow Lee Koon
congrats cheng too,moving to tp Rm1,ha ha
1 Like · 3 weeks · translate
投行一出报告就起飞....
1 Like · 3 weeks · translate
cheng
congrats to you too, SLK :) volatility is expected as it becomes euphoric. manage it well as all eyes are on Q2/Q3 numbers; navigating the industry recovery towards start-up of the new manufacturing plant. We should be expecting QES to benefit from the China+1 initiatives with the new plant in place.
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1 Like · 3 weeks · translate
Share Hoarder
fly now i have no idea to hold or throw now...
1 Like · 3 weeks · translate
cheng
follow your own initial plan, share hoarder :) throwing is a bad idea after such a decent q1 performance. The real challenge is to manage the emotions sitting on top of 40% paper gains perhaps; when the stock price is at 52 wks high, index at the peak :) Another strong Q2/Q3 performance will send the stock to where it should be - pricing the growth ahead.
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2 Like · 3 weeks · translate
cheng
8th floor before Q2 results :)
5 Like · 3 weeks · translate
Jason Wong
星期二没有买到结果星期四直接飞,显蓝到
3 Like · 3 weeks · translate
cheng
if Q1 is decent, the next few quarters should be really interesting :) will be looking to buy the dip opportunities
2 Like · 3 weeks · translate
cheng
QES hard at work in this week Semicon Southeast Asia exhibitions and contributed as the gold sponsor for the event too :)
2 Like · 2 weeks · translate
cheng
8th floor before Q2 results?
1 Like · 1 week · translate
cheng
this should bodes well for its instrument sales and just in time with the capacity expansion from the new jv manufacturing facility. https://www.mida.gov.my/media-release/spil-breaks-ground-on-new-rm6-billion-semiconductor-packaging-and-testing-facility/
1 Like · 1 week · translate
wsy wsy
Q2 time already 9 floor!! 8 floor coming soon la,
1 Like · 1 week · translate
cheng
Sounds like a good plan there, wsy2 :)
2 Like · 1 week · translate
cheng
Almost there :)
Like · 3 days · translate
Ng Wai Keong
otw to 8th floor......
2 Like · 3 days · translate