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.

@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

@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!

@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.

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

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.

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.

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

Sunway Hospital going for IPO in 2026/2027

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

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

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

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

https://www.bfm.my/podcast/morning-run/the-breakfast-grille/master-tec-ace-ipo-share-wire-cable-2024

Don't sound convincing right?

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

@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.

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.

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.

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.

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.

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.

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

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.

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?

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

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

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.

RF business is recovering

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

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.

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.

High oil price is achilles heel for airline profitability.

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

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

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

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

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

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

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

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.

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

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

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

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

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

@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?

@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?

@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?

@JJPTR
Cathie wood bought it at USD5 level according to the bloomberg interview. So exit even at USD140 is a 28x.
https://www.youtube.com/watch?v=AfnuUa45_xg

Anyway, you posted this topic on wrong forum.

@pang72
Inari main biz relating to RF which is telco related, 5G ,etc