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not sure about VS but skpres has added new global customers - innovative printing solutions and manufacturer of premium gardening products. waiting for the new customers to ramp up their orders. as for key customer programmes (c.MYR180m pa) commencing in 2HFY27, alongside potential new orders ~MYR100m.
It will rush when the time comes due to irrational selling :) market cap less than net current asset value whereby majority of the current assets are cash :)
its alright, cool specialist. not a bad thing to have people buying and selling/speculating short term price movements. it helps to provide liquidity and the same people will continue to buy and sell higher based on changing expectations :)
nta at 6th floor. a recovery to normalised margin (mid to high single digit) will send it way higher than 6th floor; should be at 10th floor onwards. it should stay between 4th to 5th floor until then; based on recent gross margin of 3% & net margin of 1.9%.
The good news - (1) TACO is still going after China and China +1 is still very much alive (2) Mr Market priced in all the negative possibilities; maximum pessimism :)
solid balance sheet and current assets >> total liabilities. Majority of the current assets are cash :) net current asset value at 492mil. That's how solid it is.
Dyson Malaysia to Dyson Singapore? The rise in exports was primarily underpinned by increased shipments to the United States (+RM18.1 billion), followed by Singapore (+RM8.1 billion), China (+RM5.4 billion), Taiwan (+RM3.1 billion), European Union (+RM2.7 billion), Japan (+RM2.6 billion) and Thailand (+RM2.5 billion). https://www.dosm.gov.my/portal-main/release-content/monthly-external-trade-statistics-june2026
natgate is driven by optimism on its datacom segment; optical/silicon photonics if you will. skpres has secured new clients for ems segment but yet to see significant volume from the new customers yet.
Aggressive share buyback :) an indication that it is undervalued / below intrinsic value and company investing in its own stock at an attractive price / maximum pessimism price :)
It seems the company is repurchasing shares because they feel the stock price is too low; this is good news, below 0.3 can be confirmed that it's the strongest bottom for now
if the group is able to maintain a 50% dividend payout there will be good news in the coming financial year for 2027, also note that the group approved share buyback for 10% the total number share issued from sept Y2025 to financial year 2026, this indicates that the group able to repurchase for another 8.4%, stay tuned for the group next moves
Maximum pessimism price to the extent that it is (1) below the book value / net tangible asset per share of 0.60 (2) below the valuation of 3% margin, 1.9% net margin (3) close to low twenties which is the net cash per share. Congrats to those that managed to add below thirty :)
As the company is cash rich, and it has just started operation for its latest 650k sqft mfg plant; 40mil capex in FY2025 and 50mil capex in fy2026. The cash is being put to good use since it's undervalued and the new plant has commenced operations.
I would assume the buyback will slow down at 5th floor. Well, unless margin recovery to 5% and higher gaining traction which will then push its value higher :)