newbie8080

newbie8080 | Joined since 2018-03-16

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Stock

23 hours ago | Report Abuse

Q4 revenue halves from previous quarter.
As expected, the company unable to keep finding new clients and existing clients are not recurring.
Biz strategy need to get it right.

Stock

1 day ago | Report Abuse

Excellent results and good dividend payout.

Stock

1 week ago | Report Abuse

@investor77

With this high expectation after the run up in the share price of almost 500% in the last one year, the Q2 result must be good enough to justify its valuation.
Anything less than a net profit of rm1 billion and a 4.5 cent dividend is a disappointment.

Stock

1 week ago | Report Abuse

I believe the share price had reflected and factored in data centre and power plant earnings for the next 5 years.
Thus, looking at the company dole out at least 20cents per annum to derive a 5% yield on the current share price.
Historically, the company used to be generous in its dividend.

Stock

2 weeks ago | Report Abuse

@bliss99

According to Bursa announcement, EPF is exiting it's investment in Duke.

How is it a good news?

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3421266

Stock

3 weeks ago | Report Abuse

@INVEST_AA

Nice article.

But it's regarding the semicon industry in general.

It still take UWC to bid for the job to replenish their dwindling order book.

Hope for the best!

Stock

3 weeks ago | Report Abuse

@CapitalCraftsman

It was supposed to be a joke. 😅

What you had describe is the nature of the biz.

I think you know what I meant.

Stock

3 weeks ago | Report Abuse

@INVEST_AA
There's a company which keeps on growing.
Heard of Microsoft?

Stock

4 weeks ago | Report Abuse

Another IPO company making use of terminology of EV, Data Centre,etc to boost share price.
There are many companies providing industrial cooling system and air conditioning going back 50 years ago.
The fact also 50% of the company's revenue is cleaning. Check the quarter report.

Stock

4 weeks ago | Report Abuse

Not surprising when even company's selling toilet equipment, tiles, roofing, windows,etc will mentioned EV, Data Centre and semicon to boost share price just because the installed the such equipments in the building.

Stock

4 weeks ago | Report Abuse

It's just a engineering company for m&e sector.
It's over-rated when people mix the news of semiconductor, data centre, etc.

Stock

1 month ago | Report Abuse

Sunway Hospital going for IPO in 2026/2027

Stock

1 month ago | Report Abuse

The offer for sale of 127mil shares from the major shareholder already is an indicator.

Stock

1 month ago | Report Abuse

It's just a wire manufacturer.
It's over-rated when people mix the news of EV, renewal energy, data centre, etc.

Stock

1 month ago | Report Abuse

Hopefully, there is new generation of senior management groom up ready for next decade.

Stock

1 month ago | Report Abuse

So far not much news from the founders of the company about the company's direction in the next 12-24 months

Stock

1 month ago | Report Abuse

Anyone using other channels for road tax renewal?
Eg:Bjak

Stock

1 month ago | Report Abuse

@hng33
PBA has been around many years.
You must have been adding it to your portfolio recently and hoping you can make a gain from it.

Do bear in mind that without tariff adjustment , PBA earnings will stay where they are.
Besides, utility pricing is always under government control and in other words PBA earnings are at the mercy of the provider of the contract or the paymaster.

Stock

2 months ago | Report Abuse

Unless otherwise defined, the abbreviations used throughout this announcement are the same as those previously defined in the announcement dated 11 September 2023.

We refer to the announcement dated 11 September 2023.

On behalf of the Board of Directors of SFP Tech, Public Investment Bank Berhad wishes to announce that the application to the relevant authorities in relation to the Proposals are expected to be made by the 1st quarter of 2024.



This announcement is dated 14 November 2023.

News & Blogs

2 months ago | Report Abuse

During it's IPO days, sheet metal fabrication and CNC Machining represent 78% of their total revenue.
Today, mechanical assembly takes 76% of the total revenue.

Do noticed that mechanical assembly is the low tech biz with lower profit margin than CNC machining and others.
Your words describing the company eg: Remarkable, Exceptional and Impressive is not reflecting the company's struggle in topping their orderbook with high profit margin biz.

Stock

2 months ago | Report Abuse

2 more days for the 2nd interim dividend to be credited.
Do save and re-invest if possible rather than spending it all away in this festive season.

Stock

2 months ago | Report Abuse

Just to let you know EPF daily trading is just to create liquidity in the market. As EPF has many funds, each funds has their mandate and EPF together with KWAP, LTAT, etc holds significant portion of the the top 100 counters in Bursa, thus these large funds needs to perform minimal day trade executed by the appointed institutional traders to create liquidity in the market.

Stock

2023-11-17 21:40 | Report Abuse

Margin compression as expected in net profit due to high cost of sales.
In view of the current weakness in the semiconductor sector, this QR is still respectable despite revenue growth quarter on quarter basis grind to a halt.
Not much catalyst moving forward, except for the company's strong expansion in anticipation of future semiconductor recovery.
Provided you agree with management outlook.

Stock

2023-11-01 14:19 | Report Abuse

@ivanlau
Your EPS 3 cent is acceptable in 2024.
If your view is longer, say 2025-2027 EPS 10-13 cent is possible.

Stock

2023-10-31 12:13 | Report Abuse

The effects of high interest rates globally is beginning to take effects on sales of automotive including EVs.
On the longer term, it should do well once the interest cycle is normalize in the next 12mths -24 mths.

Stock

2023-10-25 14:30 | Report Abuse

Energy sector is a regulated industry.
Becoz of this, the performance for share like TNB is affected during to low tariff rates, high maintenance capital expenditure and government late payment.

Looking at YTLpowr, it seems quite similar when compared to revenue source from Singapore.
I'm sure the singapore government will ensure low tariff rates and unrevised rates remains for many years.

Anyone has any feedback?

Stock

2023-09-12 19:46 | Report Abuse

Wow, never imagine that Q4 results is worst in the history since 2019 listing.

Stock

2023-09-06 12:56 | Report Abuse

Why do the founders of KNM Ir Lee Swee Eng & Mdm Gan Siew Liat sell down their shareholding of 20% if this company can turn around with this new shareholder?
https://www.klsescreener.com/v2/announcements/view/680966

Stock

2023-09-05 12:06 | Report Abuse

Crude oil price inching higher in the last quarter of 2023.
Likely will incur higher fuel cost which will lead to lower net profit again.

Stock

2023-08-29 18:20 | Report Abuse

RF business is recovering

Stock

2023-08-23 19:07 | Report Abuse

Q1 result coming out soon.
This will provide some insight of their biz in China.

Stock

2023-08-23 19:01 | Report Abuse

Let's look at Q2 result which will be out next couple of days.
Investor are looking closely and expecting a recovery in their balance sheet this quarter.
The wildcard here is the current high crude oil prices.
If the company retains the air ticket price, it would cushion the increase of crude oil of almost 15% last few months.

Stock

2023-08-14 23:05 | Report Abuse

Q2 which HK contributed 0% as compared to Q1 of 35%.
Q2 which Msia contributed 83% of total revenue as compared to Q1 of 50%

Mechanical assembly remains biggest contributor to total revenue in Q2 of 72% as compared to Q1 of 73%. For year on year, it's only 5% of total revenue.

The company revenue from existing customers are mostly short term in nature. Their business development is always looking for new customer to replenish their orderbook.

Stock

2023-08-01 15:21 | Report Abuse

High oil price is achilles heel for airline profitability.

Stock

2023-08-01 11:58 | Report Abuse

Yup, agreed with @Shines, can always buy back.

Stock

2023-07-28 13:02 | Report Abuse

Q2 result will be out in next few weeks.
Interesting to note, what are the product mix results and geographical markets.

Stock

2023-07-28 12:57 | Report Abuse

PC, laptop and data centre HDD market still soft. But hopefully can recover end 2023 onwards.

Stock

2023-07-18 11:05 | Report Abuse

I think current situation quite similar with Cypark.
Jakel group bought substantial stakes into the company , hoping to turn around the company.

Stock

2023-06-28 11:06 | Report Abuse

@Augustine
Next QR result should be out in a few weeks time.
Let's see if you got the right entry price.

Stock

2023-06-27 09:39 | Report Abuse

Sounds like another wong engineering in the making. Have biz in semi, prop development, etc.
https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=222910&name=EA_FR_ATTACHMENTS

Stock

2023-06-23 16:31 | Report Abuse

Q1 revenue by segment 30-June 2023 31-Mar 2023 31-Mar 2022

Sheet metal fabrication ? 3.3mil 5.6mil

CNC machining ? 3.8mil 8.4mil

Mechanical assembly ? 25.7mil 1.6mil

Automated equipment solutions ? 1.6mil 2.1mil

Stock

2023-06-22 20:04 | Report Abuse

To be honest, if there's a row of shoplots with 7-11, KK Mart, CU, Speed-99 mart, Family mart and Mynews located there, I will only drop by Speed-99mart , Mynews & family mart for specific items.

Stock

2023-06-21 19:21 | Report Abuse

Capital A has yet to submit their regularisation plan.
Deadline 7-July 2023.

Stock

2023-06-21 10:14 | Report Abuse

Amazing, it manage to recover back to yesterday's closing.
Love it.

Stock

2023-06-20 19:46 | Report Abuse

Wow, this is totally unexpected.
Net profit lower than the first reported quarter in 2019 when they company was listed.

Stock

2023-06-20 17:17 | Report Abuse

Taiwan’s export orders plummeted in May for a ninth consecutive month as a global drop in demand for semiconductors showed little sign of abating.
https://theedgemalaysia.com/node/671878

Stock

2023-06-07 12:20 | Report Abuse

Just verified Edelteq HQ address: 18, 20 & 22, Lorong Impian Ria 4, Taman Impian Ria, 14100 Bukit Mertajam, Pulau Pinang

It's 3 shoplots <pic>

https://ibb.co/NNDr9Kc

Stock

2023-06-02 19:29 | Report Abuse

@Genetec A baby step
Yes, you're right.
If you had invested in the company in jan 2021, Rm0.14 (adj bonus issue), you already earned your multi bagger of 18x or 1,700% in 2 years.
Do you think it can grow multi bagger of similar pace?

News & Blogs

2023-06-02 11:23 | Report Abuse

@Genetec A baby step

Where do you get this management briefing details?
The QR result was delivered on 31-May evening where QR does not provide any details and the next day, 1-June your management briefing details is posted.

So far, no Investment Bankers release any comments to date and no AGM yet.

Are you deliberate in releasing fake news?