I did not go into the details of MI and Vitrox's reports but I am assuming the equipment sales should be good. Cnergen specialises in SMT/PCB industry and should be enjoying robust sales too.

camp outside their factory? its better to sell it off if you have to go to that extent or reduce your positions so that you can sleep well at night :)

Agmo is currently the only company in main board software sector to offer AI products/solutions at the application layer and recently added the infrastructure/compute layer. Worth watching as regional software companies seeing higher demand/reported stronger earnings and outlook.

Will you go 7th floor before qr results?

Raytech/Unicomp working hard to promote their solutions. QES boss please work hard to deliver results and close the deal with Raytech - distribution agreement or mfg agreement. https://m.unicompxray.com/news.html

yup, 3.3% dividend yield + 2.34% buyback yield. not bad...

you are welcome, peppi pup :)

basically, AGMO indirectly enters the AI infrastructure layer through rented infrastructure from SNS; a smart asset light model.

For those wondering what the agreement with SNS meant - Agmo Studio shall be responsible for the following: (i) provision of Artificial Intelligence (AI)-related software stack, including AI model deployment frameworks, Application Programming Interface (API) integration layers and application management services; (ii) application deployment and management on the GPU infrastructure provided by SNS Network, inclusive of full administrative (root) control over the operating system and software stack; and (iii) provision of technical support and integration services to end customers in relation to the Services. Agmo Studio is granted a non-exclusive right to market, distribute and resell the GPU infrastructure services to end customers. SNS Network shall remain the infrastructure provider of record for all Services delivered under the Agreement.

one will have to decide to put the money into Skpres or VS if you can only choose one based on mgmt's track records and integrity if balance sheet strength is being ignored :)