One of the earlier AGM notes shared by tiong pointing to order inflows from Japan. Looks like the potential order inflows is high given MIDA latest approved investments which highlighted strong FDI from Japan. KUALA LUMPUR: Malaysia has secured RM92.8 billion in approved investments for the first quarter of 2026 (1Q 2026), with Japan emerging as the largest foreign investor and domestic investment recording its strongest year-on-year growth in the reporting quarter. In a statement today, the Malaysian Investment Development Authority (MIDA) said the investments comprise 1,249 projects across the services, manufacturing and primary sectors.

"While the total value recorded a marginal 0.2 per cent decline compared to RM93.0 billion in 1Q 2025, approved projects are expected to create 50,226 new jobs, representing a 46.7 per cent increase from the same period last year, underscoring stronger labour market impact from approved investments. "Foreign investments accounted for 60.5 per cent or RM56.2 billion of total approved investments, while domestic investments grew 13.0 per cent year-on-year (y-o-y) to RM36.6 billion, representing 39.5 per cent of total approvals, reflecting growing confidence among Malaysian businesses,” it said.

- Iran’s armed forces have announced the end of military operations against Israel, according to the state-run Fars news agency.

Brent crude futures, the global oil benchmark, pared back earlier gains on the news, with the contract last trading higher by 1.4% at $94.42 a barrel. 

U.S. President Donald Trump had previously called on Israel and Iran to halt their renewed attacks on each other, after the resurgence in hostilities extended into Monday and dented hopes for an imminent peace deal be

Heng Heng..
AI 说，SFP 的新生意来自不同的客户与领域。觉得这样没有依靠单一大客户是非常好的布局。。

Diversified New Customer

Six to Eight New Accounts: Management has explicitly stated that the new wave of volume orders comes from a broad pool of 6 to 8 newly qualified cust, rather than reliance on a single anchor client.

Sector Breakdown: The expanding business is spread out horizontally across multiple ind sectors, including semicon，solar photovoltaic (PV), automotive, healthcare, and (EMS).