wah... you have high expectation on performance ooh, fibo. QES not a dollar stock leh. This performance is considered pretty good given number of surprises out there. made more money in FY25, distributed higher dividend in FY25, added more customer deposits going into FY26 and order book increased to slightly more than 100mil. You need not worry about financial performance in FY26 and can just focus on technical analysis :)

this conflict provides opportunity for traders - energy and airlines sector. If you have missed energy stocks, there is only one airline stock in KLSE - AAX. The same hype/speculation will come
May take awhile though. Insti just started selling few days ago. The rest of the sectors not affected by the conflict may retrace due to fear and risk off mode. It's also opportunity depending on your risk tolerance :)

Positive signs for new Batu Kawan plant. Despite registering a loss of RM2.2m in FY25, the Batu Kawan plant could see a turnaround sign earlier than expected after securing lucrative medical technology (under SMS segment) orders from a US-based medical device company specialising in glucose reading worth RM18m, and it could potentially increase to RM25-28m. Bulk of the med tech orders (about 8-10 units), which are destined to the US, Chile and Ireland operations, are expected to be delivered by mid-2026. We estimate that the med-tech sales could potentially contribute about 20-25% of our earnings forecasts for this year. In addition, it is currently in talks with 4-5 foreign equipment makers specialising in advanced packaging and X-ray products. If the 2 China's collaboration projects materialise together with the med-tech orders, the Batu Kawan plant could be running at full capacity utilisation.
Robust outlook. Management has set an ambitious target of RM300m sales for this year, underpinned by the strong order book of RM108m as of Jan 2026 (Value Engineering: RM84m, Manufacturing: RM24m). The manufacturing segment is expected to generate RM55-60m, a strong increase compared to FY25's RM31m. Lastly, it has set aside a capex of RM12-17m for the realignment of space for the Shah Alam plant and cleanroom installation for the Batu Kawan plant.

Why not, with current market sentiment being so bad and war may last longer than we expected because what trump said always denied by Iran. With this uncertainty and the pressure of cost of living I won’t be surprise investor will keep more cash by selling underperforming and unpopular stock in hand first.

In my opinion no stock is safe, after disposal of unpopular stock they will start selling those performing stock or stocks they got profit, which will come soon if no peace deal is made. But peace deal is unlikely anytime soon because Mr President is living in his own world haha. Bankers make the index futures looks nice always but in the end it drop further more in the next days haha

I would rather keep cash for time being instead of buying stock that hit 5 years low or all time low.The worse is yet to come I’m afraid unless you are cash rich and do not have much expenses in your life haha. Won’t surprise me if the business out there to experience what we went through during covid MCO, imagine the share market during that time haha

I’m not saying Covid like crash is likely but if the war dragged way too long and the oil price remained high, the inflation will be definitely goes crazy and FED may have no choice to increase the rate. Although the market moved on from Russia Ukraine war quite fast that time but for US Iran conflict it may take way longer, because of Mr President haha

A lot of tech counters on KLSE are now dropping to, or even below, their lowest levels seen during the 2021–2022 tech downturn. Some major players like penta had already hit similar lows during the early stages of last year’s tariff tensions, but later rebounded quite strongly.
The other counters like Inari also at lowest since 2022. What Trump has done may cause the market to weaken further, but it could also create opportunities, if the timing is right hahaha

True but some are driven by change in their fundamentals. Inari is one of it whereby it's RF segment which has always been the major contributor is going through structural decline. Tech stocks will get the attention when market breadth improves.

you may want to pay attention to your fav tech's TACO tickets if you have not done so, fibo :) World's Premier in May in Beijing and followed by US end of the year. Btw, TACO stands for Trump Always Chickens Out. A great show is needed for the midterm elections in Nov to secure the controls of the Congress :)

Seems to be calm so far as Trump did not escalate the tension between US and China heading into the meeting in mid of May; pushed out from Mar. A positive outcome of trade agreements expected given mid term elections in Nov?

Malaysia's export data looks good - The expansion in manufactured goods shipments was led by strong demand for electrical and electronics products, petroleum products, as well as optical and scientific equipment, the ministry said. Exports of electrical and electronic products, which make up about 48.2% of total exports, increased 15.0% on the year.

leverage / flex muscles first is his style, undertaker. TACO is the next common style. The final outcome is still US China relationship due to changing new world order :) Venezuela and then Iran - pretty obvious and cant rule out the possibility he is trying to gain leverage going into May's meeting in Beijing as China is largest importer of Venezuela and Iran's oil. He failed miserably last year as China retaliated with counter tariffs and rare earth export controls. There is only one outcome in the end - US has to accept China's new world order and both countries have to work out their differences as the top 2 economic powerhouse; in trade and capital flows.

Let's see whether the higher customer deposits received last year will buck the usual trend. And coupled with med tech orders that is due to be delivered this year to US customers and China collab projects quoted by the boss/analysts at the back of registered stronger sales last year for its Automated Optical Inspection Systems (AOI) series, Semiconductor Optical Inspection System (OIS) series, Advanced Metrology System (AMS) series, and Smart Manufacturing Solutions (SMS) series

TACO needs a soft landing in the new world order. You can see his latest remarks that US is leading in AI heading towards the meeting with Xi in 2 weeks time :) trying to hang on to the old world order.

I am also not happy with the results, undertaker :) But I can understand the mr bursa part. makes sense due to q1 earnings season coming to end soon. need to take a break and get ready for q2 earnings season in Aug. Some companies will see higher q2 results and some will see weaker results as we march towards 2nd half of the year :)

where did you get the 120mil figure, undertaker? it was 80mil as of end of last year. I monitored the contract liabilities as the proxy for orderbook and it went up in q1 as shared last week. But I wasnt sure how much of increase in terms of orderbook though.

found it, undertaker :) publicinvest research: Robust orderbook guidance. As of the end of April 2026, the group's outstanding orderbook stood at RM122m compared to Jan 2026's RM108m. Out of RM122m, the value engineering and manufacturing segments accounted for 70% (RM85m) and 30% (RM37m), respectively. Semiconductor (RM20m) and Medtech (RM17m) are the key contributors to the manufacturing orderbook.

Boss should know the key to higher annual net profit is the mfg segment. Get more orders for mfg segment, and the annual profit will go higher. Lol, no pun intended. It would have been a great year last year for QES if not bcos of the -8mil hit from mfg segment :) Unicomp will be a different beast - dealing with patented x-ray inspection machines. If QES can turn the MoU into definitive agreement / contracts, then, sky is the limit :) For now, the value of the MoU is zero

Distribution for Unicomp machines is considered good but it will be better if it is manufacturing + distribution. QES current product range covers until optical inspection and x-ray inspection is a different level - new product, new market. That's a growth story. Not creating hype yeah but sharing opinions :)