Our website is made possible by displaying non-intrusive online advertisements to our visitors.
Please consider supporting us by disabling or pausing your ad blocker.
have a look at the latest annual reports. top 30 shareholdings at 70% as of 1st July 2026. EPF and KWAP rebalanced their portfolio while JP Morgan and Deutsche Bank SG entered top30. Tabung Haji became substantial shareholder in Feb'26.
wait for q1fy27 to be released first. q2fy27 and q3fy27 will be the one to watch for start of recovery :) from RHB previously: Newly awarded key customer programmes (c.MYR180m pa) commencing in 2HFY27, alongside potential new orders (we assume MYR100m). from PublicInvest previously: SKP has secured new accessories model wins with production commencement expected in Sep/Oct 2026
Dyson winning these patent lawsuits is actually quite risky for SKP because they rely heavily on that relationship and any disruption to the client's global sales flow will definitely drag the share price down.
Dyson’s successful obtaining of the preliminary injunction means that certain Airwrap-like products from Dreame will face restrictions on sales in Europe.
From a competitive perspective, this could help Dyson protect its high-end hair-styling product market.
If Dyson maintains or even increases production of its related products as a result, this could theoretically be positive for SKP, as SKP is one of Dyson’s manufacturers.
q1fy27 green qr will be a positive surprise, ottaway. current price pricing in continuous qr loss. q2fy27 and q3fy27 probability of a green qr will be higher due to commencement of key customer orders and new accessories model production commencement; signs of recovery if you will.
cheng, SKP indeed is beaten down severely. However, Mr Market is forward looking and often correct most of the time. What is SKP's growth story? Vietnam has posed a threat to Msian EMS companies. Global inflation hampered purchasing power of discretionary items, eg Dyson products. From what i see, local fund managers shifted funds from SKP to KGB. Market prefers a visible growth story.
To clarify, just sharing SKP isn't my cup of tea for investing. IMO, at best, SKP is a trading buy with small amounts, unless it drops to insane levels, eg 20sen. The glove crash 5 years ago showed downtrodden stocks can remain sluggish for long periods. Dividends could be reduced too. I do hope SKP holders can see a meaningful turnaround soon, the price crash from RM1 to 30sen is difficult to bear.
Accord. U dont waste your time on explaining to a dumb. Some people never appreciate or listen to other advice. Somemore will curse you and scold u until your 18th generation ancestors. Very toxic the wong chee hui. Just let him be. He come stock market is to donate money to others. I banned him d, so he also cant see my comment d
Meng Sheng Tan, that's fine, some people just want to watch the world burn. We're all here to discuss stocks, sharing knowledge. Petty matters aren't important.
have faith in your own plans, AC. as for SKP, one should know why he/she is investing in SKP. For me, its definitely not a growth stock but rather a strong stock in low cycle / trough. Will not go into the details of the financial metrics as the numbers are in the annual reports and qtr reports which can be used for relative and intrinsic valuations :) I am buying at the worst time/low cycle and getting the average metrics (strong balance sheet, weak revenue). I can wait for revenue recovery; one qtr at a time. As for funds/insti, I have no idea on their positions but some pared down/exited and absorbed by new funds such as JP Morgan, Deutsche Bank SG, Tabung Haji and share buybacks. There is no crash for me as my avg is at 0.31 and I would be happy if Mr. Market is willing to offer lower prices / attractive quotes as long as the balance sheet remains strong/clean.