d4v3 jl's comment on SFPTECH. All Comments

d4v3 jl
4 Like · Reply
what we would be looking out for in this QR would be the expectation of credit loss write back and whether the inventory built up we saw from the previous QR translated to revenue or not.
d4v3 jl
the QR kinda blows..but mostly forex loss.. credit loss write back wasn't as expected though..
Like · 2 months · translate
cheng
You were pretty close though with the write back/impairment reversal and higher revenue. Have not seen the customers commitment/interest turning into higher revenue yet. The wait continues...
3 Like · 2 months · translate
Ban Kaw kaw
Cheng this company still have hope? Thinking to cut or not
Like · 2 months · translate
cheng
I am not taking additional risk on sfptech until there is evidence that it can secure large orders as quoted by the management. It has the capacity but lacking the revenue though MY and US segment are growing.
Like · 2 months · translate
Waller See
Will FY26 be a turning point for SFP Tech?
2 Like · 2 months · translate
cheng
Revenue has to keep turning higher, waller.
Like · 2 months · translate
Waller See
I think so. Let's watch how SFP Tech will perform moving forward
Like · 2 months · translate
kim mui lee
Buy in sfptech
Like · 2 months · translate
cheng
hmmm. 4% DBT to high net worth individual. Who is the identity of the investor?
2 Like · 1 month · translate
cheng
Another close to 3% DBT to high net worth individual. Can't be the same person as that will exceed 5% substantial shareholding threshold.
Like · 3 weeks · translate
cheng
There you go :)
Like · 3 weeks · translate
Time and Space
Mr Lim finally holding more than 5%
Like · 3 weeks · translate
Hard working
May i know what they planning to do ? I got search the mr lim, is from cbip, but don’t what does this mean , and what they want to do
Like · 3 weeks · translate
cheng
No idea, hard working. Could be business partnership or could be just investment.
Like · 3 weeks · translate
KAMMALAKAREN MUNUSAMY
semi already rallied on us market,, here ,, najiss
Like · 3 weeks · translate
Waller See
Don't try to get people to invest all in US, karen
Like · 3 weeks · translate
cheng
good closing. Lets keep an eye on FY26 performance.
Like · 3 weeks · translate
cheng
hmmm, surprisingly EPF has increased its position in Sfptech from 6.2mil to 16.7mil.
1 Like · 3 weeks · translate
XY LIM
maybe its coming
Like · 3 weeks · translate
cheng
observing and waiting for q1fy26 results. looking for tangible signs of forecast commitment turning into customer deposits - The Group has received forecast commitment that are favourable from few existing MNC customers in the semiconductor, medical and renewable energy industries with delivery expected within this year.
Show more
Like · 3 weeks · translate
cheng
king of precision machining making a comeback? Insiders seems to be accumulating.
Like · 2 weeks · translate
Time and Space
Buckle up guys
Here come the ride
2 Like · 2 weeks · translate
cheng
strong. looks like gonna challenge 52 weeks high soon if insiders continue to accumulate.
2 Like · 1 week · translate
KAMMALAKAREN MUNUSAMY
us semiconductors on fire , malaisia on water
Like · 1 week · translate
cheng
consider reading the latest annual report for those that has yet to do so :)
3 Like · 3 days · translate
cheng
And the news last week on demand for precision machining from AI. The king of precision machining comeback could be real. https://www.klsescreener.com/v2/news/view/1720661
3 Like · 3 days · translate
阙薛
thanks for sharing... looks promising.
2 Like · 2 days · translate
cheng
you are welcome, 阙薛. Do consider reading the annual reports too. You will find more information on the business and the progress that it has made. Plus EPF and Tabung Haji increased their positions in Sfptech too.
3 Like · 2 days · translate
AMSYAR ISKANDAR
Hold tight.. stable at 0.19.
1 Like · 2 days · translate
cheng
As Is - 20k sq feet class 10k cleanroom facility up and running. Additional 22k sqft is in the planning to be in tandem with customers’ forecast. In anticipation of customers’ more advanced product requirement, the Group has in plan of constructing a Class 1K and Class 100 Cleanroom construction of approximately 1,000 to 2,000 sqft housing a semiconductor cleanliness grade Cleaning Line that is to be constructed and installed in FY2026. Alongside will be the construction of a Full Dark Room Inspection and Vacuum Packing facility.
Show more
1 Like · 2 days · translate
cheng
70% capacity utilisation across 3 plants. Plant 4 planning is in place with construction expected to be completed by 2027 and manufacturing space to be completed by 2028. MNC customers grew from 3 to 8 as of end of 2025. Manage it well and lets observe whether the top-line numbers will be reflected accordingly in FY2026
Show more
2 Like · 2 days · translate
pang
aiya
时间可以证明一切的
。。。。。
Like · 2 days · translate
Nicky Wu
@cheng... u read and copy from the annual report ? LOL... or you r the staff ... how come u know so details ?
Like · 2 days · translate
pang
ahaha

agak agak 。。
Like · 2 days · translate
Nicky Wu
wow.... testing RM0.20.... again....
Like · 2 days · translate
cheng
hi nicky, i read it from the report and I have been following the progress for the last one year :) There are also details of numbers that you may have seen in qtr report but wondering the details such as the sudden spike in inventories as of Dec'25 :) Half of it are finished goods which is ready for shipment if you will.
Show more
2 Like · 2 days · translate
cheng
sit back and chillax if you are holding it, nicky. it has the liquidity and easy to get in and out for day/short term traders. Be mindful not to be over excited and rushing in to avg up when the ticker is moving up rapidly :) you should have seen it once when it suddenly rushed to 235 and then pullback immediately for two consecutive days.
Show more
2 Like · 2 days · translate
Nicky Wu
not bad closed RM0.20
2 Like · 2 days · translate
KAR MUN LEE
can go to 0.30 very hoiseh
2 Like · 2 days · translate
cheng
not sure how high it will go as it will take time. The sure thing is - positive developments as noted in the financial reports and annual reports. In terms of shareholdings, 3 institutions increased their position in Sfptech based on the latest annual report - EPF increased by 15mil, Tabung haji increased by 3.5mil and KAF increased by 5mil. There is also the new substantial shareholder announced recently. Manage it well and continue to observe where these signals lead.
Show more
3 Like · 1 day · translate
Nicky Wu
who is the culprit threw down 0.195 last min.. was doing RM0.205 just now...kanasai
Like · 1 day · translate
Mimic Mimic
Yalo... Closed at lowest... Seller price..
1 Like · 1 day · translate
cheng
skyechip effect?
Like · 1 day · translate
Nicky Wu
Oppstar also tumble last min,,,,
Like · 1 day · translate
cheng
Lol, Oppstar cannot be compared to skyechip as Oppstar's IP is awful. There are only 2 if I recalled correctly. Skyechip has 36 and 70+ pending.
1 Like · 1 day · translate
Time and Space
Today 11mil transaction, 66.2% sold at 0.195 and 0.2
Sell more than buy.
Like · 1 day · translate
cheng
Qr will be released latest by next week followed by AGM at Plant 3 on 5th of June.
3 Like · 1 day · translate
Time and Space
Hopefully can go down test 0.15 support again
Like · 12 hours · translate
cheng
just chillax if you have rebalanced your position, t&s. give it time to develop and monitor the progress. one step at a time.
Like · 12 hours · translate
Nicky Wu
0.19 support broken....
1 Like · 11 hours · translate
Mimic Mimic
All down / pull back not only SFPtech...
2 Like · 11 hours · translate
Time and Space
73 % heavily selling today at 0.19 and 0.185
1 Like · 11 hours · translate
cheng
skyechip effect. sell other stocks to cover skyechip loss/margin? Lol, no pun intended.
1 Like · 11 hours · translate
Mimic Mimic
0.185 buyers also finishing.... No more trend??
Like · 11 hours · translate
Time and Space
See the neighborhood, skyechip

3.8.nw 2.2
Like · 11 hours · translate