yes, Nick. only a small position; 150 lots avg at 2.60. I would like to see q3 results by end of the year. will keep it if it is meeting my expectation. else, will just exit. the intention is to ride the recovery of RWS and RWLV and observe the growth of RWNYC. that's the performance side of it. As for my position - I would like to see a 10% capital appreciation yoy and will exit if it is not meeting expectation even if the company performance is good. The reason is bond holders getting a yield of 7.6% for the new bond issued recently.

lets buckle up our seat belts. Should be getting more orders from EG Industries :) EG's new plant in Thailand is expected to be completed by the end of 2026. Cnergenz's Thailand segment should be seeing growth and they have established a local subsidiary in Thailand last year coupled with distribution rights of ITW Electronics Assembly Equipment (ITWEAE), a division of Illinois Tool Works Inc. https://www.itweae.com/

Capacity expansion for Cnergen - The Group’s expansion began with the acquisition of leasehold land at Penang Science Park North from the Penang Development Corporation for RM3.15 million, with vacant possession delivered in January 2023. We are currently finalizing building plans and obtaining the necessary permissions for our upcoming 130,000-square-foot integrated facility. This new
plant, which is expected to be operational by the second half of 2027 following a schedule update, will serve as a cornerstone for our future initiatives

i'm done hiding now I'm shining like I'm born to be, we dreaming hard we came so far now i believe, we going up up up it's our moment, u know together we glowing... gonna be gonna be golden ohhh!! hahah

Singapore, June 9, 2026 – ASMPT, a global market and technology leader in integrated hardware and software solutions for electronics manufacturing, will be exhibiting at NEPCON Thailand in Bangkok International Trade & Exhibition Centre (BITEC). The event is a leading trade fair for assembly, measurement and testing technologies in electronics manufacturing and will take place from June 17 to 20, 2026. ASMPT will be showcasing innovative solutions for the intelligent factory at Booth 0D11 in Hall 100. As a special highlight, the new SIPLACE V placement platform will be unveiled for the first time in Thailand.

last year's AGM updates which is related to ASMPT :) Cnergez is collaborating with ASMPT Limited (“ASMPT”), a Singapore-listed company known for its comprehensive range of advanced packaging and electronics manufacturing solutions. ASMPT’s offerings span across sectors such as automotive, IoT, and high-performance computing, with a strong focus on System-in-Package (“SiP”) technologies. Through this collaboration, the Group is working to develop and market SiP solutions that enable the precise placement of dies onto substrates—an essential step in advanced packaging. These efforts align with the industry's shift toward 2.5D and 3D packaging, which are increasingly driving innovation in the semiconductor space.

Lol, this stock is tightly held by the top30. small fish like me has very little lots on hands due to its explosive movement. The potential is great though as the timing of the new factory completion speaks a lot about what's coming for Cnergenz; advanced packaging driving SMT/integrated solution which includes ICT :)

at present rate, the market is pricing in 6mil to 8mil range of annual profit for FY26. There could be positive surprise either more orderbook secured in q2fy26 or annual profit for FY26 matching/higher than FY24 if mr market prices it at 7th floor/higher.

The Thai Government is stepping up cooperation with European partners to develop the semiconductor industry, photonics technology, and other high-tech sectors as part of efforts to create new economic growth drivers. According to Thai Deputy Prime Minister and Minister of Higher Education, Science, Research and Innovation Yotchanan Wongsawat, a Thai delegation visited the Netherlands and Belgium from June 13–20 to explore opportunities for cooperation in the semiconductor sector with leading universities, research institutes, and technology organisations.

During the visit, the delegation paid a fact-finding tour to three of the Netherlands’ leading technology universities – Eindhoven University of Technology, University of Twente, and Delft University of Technology. These institutions are recognised for their strengths in semiconductor research, deep technology (Deep Tech), and innovation. Yotchanan said discussions with international partners helped Thailand identify two promising areas for future development: photonic chip technology and advanced chip packaging.

In Belgium, the delegation met with IMEC, one of the world's leading semiconductor research and development centres, to discuss research cooperation and technology transfer. The delegation also visited Bio Base Europe Pilot Plant to learn about biotechnology applications supporting the development of a circular economy.

In addition to scientific and technological cooperation, Thai officials held policy discussions with the Dutch Minister of Education, Culture and Science and the European Union Commissioner responsible for start-ups and innovation, focusing on strengthening innovation ecosystem connectivity, attracting European technology companies to invest in Thailand, and exploring opportunities for Thailand’s participation in the EU’s research and innovation programme, Horizon Europe.

According to Thailand’s Ministry of Higher Education, Science, Research and Innovation, the country is also developing mechanisms to connect Thai scientists, experts, and students living in Europe in an effort to attract highly skilled talent to support the development of strategic technology industries at home./.

the only thing that will dampen the sentiment of cnergen is the growing risk of regional tech sector correction. Manage it well and it can be volatile due to the liquidity. for now, 3 mil shares dbt at 0.50 is a good baseline for support :) Current Cnergen trends is best described by the lyrics of Golden by Huntr/X while the regional tech sector correction is best described by the lyrics of Down by Jay Sean :) Lol, no pun intended.

paiseh cheng... need to leave your troop early cux gotta go mia for a few weeks... once I'm fully recharged.... will come back strongerrrr..hehe.. gambateh to you, hope the price dont go down like jay sean's but keep pushing up like benny benassi's famous club hit altho a bit old.. lol

Probably not actual recession but regional tech stocks have to undergo corrections due to overvaluation. I would think tech index will have to correct at least by 20% :) avoid overvalued stocks with no growth prospects. Rebalance profitable positions to adjust your avg lower if you intend to keep the stock to ride it's growth. Can add back once 20% correction to tech index arrives :)

Nick...大马经济，MCO 过后，大家都赶紧出国旅游，让人感觉经济好像还不错。。
其实这几年整体的经济都很差，中国人的到来与本地商家抢市场，现在PDD 又亏损来挤压本地商家。。
不过，过了这么多年的低迷，我们也更谨慎的花费。。大家也习惯了。。
现在又可以PDD 买到便宜的用品。。
（其实我们许多用品大多数都是来自中国）..
所以对平民来说，我们这几年都是在recession 中度过。。。

while malaysia market is illiquid, it is also an opportunity to hold on to good stocks. it can swing high irrationally :) just need to have lots of patience. recession / low cycle / temporary disruptions is an opportunity to get on board :)

OK. Q1 report showing orderbook at 82mil as of Mar and I am hoping Cnergenz will secure more orders in Q2. The growth in optical/silicon photonics should drive new smt/integration machines accordingly. ICT and x-ray inspection capabilities are the two features needed as part of the testing/inspection of silicon photonics process. Aging SMT machines should be replaced too to cope up with the packaging technology.

it was triggered by Adama and I just saw the news yesterday night, t&s. What is important now is to see how much is the integration line orderbook. FY25 was practically 0 and it was slightly more than 20mil as of Mar'26. At 190mil orderbook, I am assuming the integration line orderbook should at least doubled up too bringing it to ~45mil/higher. This segment is important as it has higher margin compared to the standalone SMT machine.

extracted from the recent AGM minutes - (1) Xlent Innovator Sdn. Bhd. (“Xlent Innovator”), received a Supplier Recognition Award from key client, Teradyne, Inc. This is coming from automated inline tester for AI data centres developed in collaboration with Teradyne :) The system had already been deployed in the United States and Taiwan, with encouraging demand from leading AI chip manufacturers. (2) the Group’s key initiatives and developments during FY2025: focus on advanced test solutions, alongside progress in smart automation, smart warehousing, smart factory solutions, and in-house software integration, all of which strengthen the Group’s manufacturing ecosystem. (3) On the hardware side, the Group continued to advance SMT production in collaboration with partners such as ASMPT SMT Solutions, ITW EAE, ASM Assembly Systems (DEK), and Asscon. In addition, the Group expanded into the advanced test equipment segment through partnerships with leading brands such as Koh Young, Techvalley, Teradyne and Seica, positioning itself as a comprehensive solutions provider rather than merely an equipment supplier.

valuation does not matter until it matters most, t&s :) orderbook increased to 190mil as of May'26, new factory will be completed next year, advanced packaging/silicon photonics driving the needs for new SMT/inline tester and recent DBT at 0.50 can be used as a good baseline for opportunity to add on if available :) well, we probably need to be cautious if p/b for cnergenz is at 4.0 or higher. Until then, just chillax and manage it one qtr at a time and ride the growth in orderbook.