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the stage has been setup accordingly. But remember to perform risk mgmt before every qr :) Higher IP licensing higher margin, hence FY26 is better than FY25 but IP licensing is lump sum contract based and not royalties per unit sales; non recurring if you will. Customer concentration with rotating accounts is still showing up in FY2026 performance too. The rest of the numbers are good. May the force be with everyone.
Let's say u dont know the ipo price and u want to make a guarantee bid in day 1, what is your price range expectation will be for a hot stock in a hot industry with such an impressive qr?
erm... Will look at the opening price and shorter time frame to decide if I am trading it :) valuation does not matter when it comes to hot stock. Lol, no pun intended.
yup... probably not many people got the message we discussed here about oppstar/proprietary buyers and high end condo. proprietary buyers left the second day and retail net buyers on that day :)
to justify the price of 3.0+: annual revenue >500mil per year, gomen to extend pioneer status so that tax rate remains at 3%/below, recurring IP licensing every year - new customer/account signing up for IP licensing lump sum contract each year while existing customer repeating the lump sum contract each year.
Irrational exuberance at the opening price of RM3.80 vs IPO price of RM0.88. It might be an Outperforming counter going forward but not in the immediate term. Institutional investors can cash in quickly for “windfall profit” :-)
"Institution K Investors Berhad and K Islamic Investors Berhad are explicitly listed as 2 of the 22 cornerstone investors who locked in a chunk of the 155 million cornerstone shares at RM0.88."