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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.
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.
Congrats everyone. Patience paid off. It used to be one of the most hated stocks and fell to 10 cents. It has tripled today! Thank you Mr. Market and Sfptech :)
Thank you and you are welcome, t&s :) quite a few contributed to the sharing when it was at lower tens. Everyone's patience and conviction have finally paid off :) you earned it too.
hehe. credit goes to the boss in turning around the business and a nice reward for the faithful shareholders that joined after the disastrous q4fy24 :) Its definitely a nice reward for the shareholders after going through the bottom of 0.095 :)
Boss monitoring this chat probably? Our discussion here 2 months ago pointing to min 8mil qtrly profit to justify higher prices and the trend 2 months ago potentially showing 6mil range profit :) unable to produce min 8mil unfortunately which is understandable given the expiry of pioneer status.
earnings fell short of the expectation and substantial shareholder paring down positions aggressively. the next rebound will probably be followed suit by Mr. Lim ceased to be substantial shareholder?
Because sfp alr went up from 0.1x until now has been more than 100%
You need a consistent qr to move further
Price now alr priced in for this qr, need depend on Mr Market to decide next qr will continue to be outstanding, whether they will want to price in for upcoming qr or nt
Can compare PE in the same sector then roughly know how much will banker willing to move further
true. earnings could not offset the dilution. tough to go for higher pat without the pioneer status. challenging for revenue growth due to competitive/crowded industry.
this one is ok in my opinion as the rise is in tandem with rise in inventories. it will be a red flag if receivables increase rate is higher than inventories. the balance sheet is a bit weak now and the boss has to fund the company ops.
the rise in receivables and inventories were in q2 report itself. the receivables was at 50mil+ in 2025/q1fy26 after the china customer saga whereby the receivables was approx 100mil back in 2024; two executives were replaced immediately.
Wah. One year is quite far. Many penthouse ooh. Anyway, sfp's balance sheet is a bit weak and 2 consecutive qoq advance from the boss. Running out of cash.