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.
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2 months · translate ·
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 · 1 month · translate
kim mui lee
Buy in sfptech
Like · 1 month · 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 · 1 week · translate
cheng
There you go :)
Like · 1 week · translate
Time and Space
Mr Lim finally holding more than 5%
Like · 1 week · 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 · 1 week · translate
cheng
No idea, hard working. Could be business partnership or could be just investment.
Like · 6 days · translate
KAMMALAKAREN MUNUSAMY
semi already rallied on us market,, here ,, najiss
Like · 6 days · translate
Waller See
Don't try to get people to invest all in US, karen
Like · 6 days · translate
cheng
good closing. Lets keep an eye on FY26 performance.
Like · 6 days · translate
cheng
hmmm, surprisingly EPF has increased its position in Sfptech from 6.2mil to 16.7mil.
1 Like · 4 days · translate
XY LIM
maybe its coming
Like · 4 days · 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.
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Like · 4 days · translate