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what we would be looking out for in this QR would be the expectation of credit loss write back and whether the inventory built up we saw from the previous QR translated to revenue or not.
You were pretty close though with the write back/impairment reversal and higher revenue. Have not seen the customers commitment/interest turning into higher revenue yet. The wait continues...
I am not taking additional risk on sfptech until there is evidence that it can secure large orders as quoted by the management. It has the capacity but lacking the revenue though MY and US segment are growing.
observing and waiting for q1fy26 results. looking for tangible signs of forecast commitment turning into customer deposits - The Group has received forecast commitment that are favourable from few existing MNC customers in the semiconductor, medical and renewable energy industries with delivery expected within this year.
you are welcome, 阙薛. Do consider reading the annual reports too. You will find more information on the business and the progress that it has made. Plus EPF and Tabung Haji increased their positions in Sfptech too.
As Is - 20k sq feet class 10k cleanroom facility up and running. Additional 22k sqft is in the planning to be in tandem with customers’ forecast. In anticipation of customers’ more advanced product requirement, the Group has in plan of constructing a Class 1K and Class 100 Cleanroom construction of approximately 1,000 to 2,000 sqft housing a semiconductor cleanliness grade Cleaning Line that is to be constructed and installed in FY2026. Alongside will be the construction of a Full Dark Room Inspection and Vacuum Packing facility.
70% capacity utilisation across 3 plants. Plant 4 planning is in place with construction expected to be completed by 2027 and manufacturing space to be completed by 2028. MNC customers grew from 3 to 8 as of end of 2025. Manage it well and lets observe whether the top-line numbers will be reflected accordingly in FY2026
hi nicky, i read it from the report and I have been following the progress for the last one year :) There are also details of numbers that you may have seen in qtr report but wondering the details such as the sudden spike in inventories as of Dec'25 :) Half of it are finished goods which is ready for shipment if you will.
sit back and chillax if you are holding it, nicky. it has the liquidity and easy to get in and out for day/short term traders. Be mindful not to be over excited and rushing in to avg up when the ticker is moving up rapidly :) you should have seen it once when it suddenly rushed to 235 and then pullback immediately for two consecutive days.
not sure how high it will go as it will take time. The sure thing is - positive developments as noted in the financial reports and annual reports. In terms of shareholdings, 3 institutions increased their position in Sfptech based on the latest annual report - EPF increased by 15mil, Tabung haji increased by 3.5mil and KAF increased by 5mil. There is also the new substantial shareholder announced recently. Manage it well and continue to observe where these signals lead.
Always depends on overall market's sentiment... What we can see market was weak yesterday.. Especially AI n IT related counters. Nasdaq bounced this morning, I believe Bursa will follow as well.
its not just returned to black, d4v3 :) we saw inventories built up as of end of Dec'25, finished goods contributed half of it and mgmt mentioned that they received customer commitment from their MNC customers, and MNC customers count grew from 3 to 8. If we look at Q1FY26 results, we are starting to see new geo entries which is consistent with mgmt's inputs and the inventories jumped in Q1 again by slightly more than 5mil. Latest inputs showing delivery starting Q2.
Lol. Only IBs can issue tp and buy/sell call. But the latest inputs from mgmt means it's not too much to set expectation of more than 30mil revenue for Q2. Anything lower will jeopardise mgmt's reputation.
rebalanced my position at 0.275 and left with 30% tickets. Thanks to Mr. Market and Mr. Lim for the quotes. Will keep the balance tickets to ride together with them :) Its been a worthwhile ride with Sfptech so far.
Thanks, 阙薛 prospect looks good as outlined in the annual reports. The challenge is converting the prospect to top-line and bottom-line numbers. Will have to wait for Q2 report. Personally for me, I need to see min 30 mil revenue / net profit >7 mil per qtr in order for it to fly higher; driven by fundamentals if you will.
indeed, zf. the good thing is - sfptech will continue to be in their favourite list for now - trending and high liquidity; easy to get in and out. may see volatility on and off.
hi nicky, I have rebalanced my position and my avg cost per share now is at ~0.07. I dont have any target price at this juncture and my intention is to ride along. I will take it one qtr at a time. I dont mind to add on if Q2 is meeting expectations. If not, I will hold it until the trend reverses.
0.48 is kinda high in my personal opinion and that's the one dragging your portfolio, nicky. The only way to get to that high is through the supply and demand mechanics; strong hands holding the majority of the tickets and keep absorbing/pushing higher. It will be challenging to achieve that level via the earnings route; possible but not easy as it needs high profitability backed by high growth. There is a structural change in Sfptech that makes it difficult through the earnings route - the pioneer status expired in Jan 2025. Meaning from tax exempted income to income subjected to standard tax practice if you will. Well, can be a different story if Sfptech is applying for pioneer status again :) Just my personal opinions, could be wrong. Hope it helps.
its zero cost strategy, yolo. meaning - sell partial to lock in profits and recover your capital. Balance capital divided by balance qty is the avg price. A true zero cost would be to sell the exact qty to recover your capital. The balance qty on hands will be of zero cost. For my case, I didnt want to go to zero cost as balance qty will be too low then :)