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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.
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 :)
the king of precision machining is back, t&s :) Lol, no pun intended. Managed the risk well and enjoy the ride. Its been a worthwhile ride; a bit euphoric if you will :)
perhaps no one from the list here attended, d4. It will be volatile from 3rd floor onwards :) buckle up your seat belts and do a proper risk mgmt. Hope you guys will earn more and continue riding it.
yup. this is considered a giant (high nosh) - difficult to move forward initially due to heavy resistance but will continue to move forward once it overcomes the resistance. If the tech stocks sentiment turns negative, this giant will roll backward in high speed if the strong hands pared down their holdings.
depending on how the AGM Q&A session was conducted. It was not published last year as shareholders approached the boss after the voting session. Not sure whether it is similar approach for this year. No questions from MSWG last year if not mistaken. MSWG questions and response from the mgmt will be published normally.
What intrigued me were the following statements from the Q1FY26 report and I was hoping to hear from anyone that attended the AGM last week - The Group has received sizeable firm orders from few existing MNC customers in the semiconductor, medical and renewable energy industries with delivery starting Q2 this year. Additionally, there are also new potential MNC customers in new industries that the Group is now engaging, such as green energy, defense and aerospace industries with forecast delivery in coming future.
its a two parts statement - (1) sizeable firm orders with delivery starting Q2 (2) new MNC in new industries with forecast delivery in the coming future
Unfortunately no one here seems to have attended the AGM or shared any takeaways from the AGM. The only visible reaction post-AGM was the surge last Friday.
cheng, my remiser got attend and sharing the agm. Nothing special that really to boost d price. But if the price go deeply correction, it is worth to monitor.
Thanks, tiong. looking at it and computing some figures. I noticed some error in the GP margin above. I think your remisier is referring to PAT margin. my calculation showing PAT margin for Q1 is ~7% and GP margin ~40%. I agreed with your remisier that PAT margin will not go back to 30% bcos of the expiry of the pioneer status.
cheng, gross profit he use, if company hv improve their margin, it got chance to go to 20-25m. for 113m orderbook in hand based on May status. For Australia order, company quite confident. For Europe and Japan order still in early stage.
Judging from the recent trends and the latest orderbook information - higher orderbook/revenue (>120mil) in the making if insiders/strong hands were to push it above 4th floor before end of the year. For now, it makes sense for the push to 3rd floor.
One qtr at a time indeed, amsyar. And risk mgmt in order to ride the new MNC future orders/deliveries prospect. Part (1) Sizeable orders with delivery starting Q2 is confirmed then :)
One of the earlier AGM notes shared by tiong pointing to order inflows from Japan. Looks like the potential order inflows is high given MIDA latest approved investments which highlighted strong FDI from Japan. KUALA LUMPUR: Malaysia has secured RM92.8 billion in approved investments for the first quarter of 2026 (1Q 2026), with Japan emerging as the largest foreign investor and domestic investment recording its strongest year-on-year growth in the reporting quarter. In a statement today, the Malaysian Investment Development Authority (MIDA) said the investments comprise 1,249 projects across the services, manufacturing and primary sectors.
"While the total value recorded a marginal 0.2 per cent decline compared to RM93.0 billion in 1Q 2025, approved projects are expected to create 50,226 new jobs, representing a 46.7 per cent increase from the same period last year, underscoring stronger labour market impact from approved investments. "Foreign investments accounted for 60.5 per cent or RM56.2 billion of total approved investments, while domestic investments grew 13.0 per cent year-on-year (y-o-y) to RM36.6 billion, representing 39.5 per cent of total approvals, reflecting growing confidence among Malaysian businesses,” it said.