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Yes, Scientex did experience a dip, and the market reaction today likely reflected broader concerns, including:
1. Trump’s tariff threats or rhetoric reigniting global trade tensions—this has a knock-on effect on export-heavy sectors, especially manufacturing.
2. Scientex’s exposure to packaging exports, which makes it vulnerable to any disruptions in global trade flows, especially with the US, EU, or China.
However, Scientex remains a resilient counter in the medium to long term, and here’s why it could reverse the trend in coming weeks:
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1. Strong Diversification Between Manufacturing & Property
• Manufacturing may face short-term headwinds from global demand and margin pressures due to raw material cost fluctuations.
• But property development is picking up, especially with low land acquisition costs currently and government incentives or easing policies in some regions.
• Scientex’s aggressive landbanking strategy during downturns shows confidence in long-term growth. This could create strong earnings visibility in 2025–2026.
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2. Land Acquisitions at Depressed Prices
• Acquiring lands now gives Scientex a first-mover advantage.
• When the cycle turns, these developments will generate higher margins due to lower initial investment costs.
• It shows that the company is forward-looking, aiming to buffer manufacturing risk with more robust property earnings.
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3. Financial Strength & Reserves
• Scientex has strong cash flows and a solid balance sheet, giving it room to weather volatility.
• It continues to pay dividends and manage liabilities well—supporting long-term investor confidence.
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4. Technically & Sentiment-Wise
• The recent dip may also attract value investors if the stock touches its support zone.
• Any positive sentiment in trade negotiations or a rebound in the property sales figures could trigger a reversal.
• Additionally, with Bursa’s property counters showing renewed interest lately, rotation into value counters like Scientex could occur.
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In Summary: Can Scientex Reverse the Trend?
Yes, especially if:
• Property launches are received well (watch for news in Seberang Perai or Johor),
• Export markets stabilise or adapt to tariff shifts,
• Malaysia’s domestic consumption supports the property sector, and
• Global sentiment improves (e.g., less hawkish US policies or China stimulus).
Scientex is known for its discipline and long-term planning, and barring a full-scale global slowdown, its dual-engine business model provides cushioning and room to rebound.
Would you like a technical chart-based analysis as well to check the likely reversal points?
Certainly! Here’s a technical analysis of Scientex Berhad (SCIENTX) as of April 4, 2025:
Technical Indicators:
• Relative Strength Index (RSI): 47.64 
• An RSI below 50 suggests that the stock is approaching oversold territory, indicating potential buying opportunities.
• Moving Averages:
• 50-Day EMA: MYR 3.647 
• 20-Day EMA: MYR 3.647 
• The stock is currently trading slightly above its 50-day and 20-day Exponential Moving Averages (EMAs), which can be a positive signal.
• MACD (Moving Average Convergence Divergence): -0.057 
• A negative MACD indicates that the short-term momentum is weaker than the long-term momentum, suggesting a bearish trend.
Support and Resistance Levels:
• Support: MYR 3.650
• This level has been tested recently and could act as a strong foundation.
• Resistance: MYR 3.720
• Breaking above this level may indicate a potential upward trend.
Chart Analysis:
The stock has experienced a downtrend since reaching its 52-week high of MYR 4.680. However, the recent stabilization around the support level of MYR 3.650 suggests that the selling pressure may be easing. If the stock maintains above this support and breaks through the resistance at MYR 3.720, it could signal a reversal to an upward trend. 
Conclusion:
While Scientex Berhad has faced recent challenges, the technical indicators suggest potential for a reversal in the coming weeks. Investors should monitor the stock’s movement around the identified support and resistance levels, as well as any changes in the broader market conditions that could impact its performance. 
Please note that technical analysis is one of many tools investors use, and it’s essential to consider other factors such as company fundamentals and market news when making investment decisions.
Don't worry. There are lots of buyers and supporters when price drops to 330++. We have buddies HH Lee to buy at 332 and Jasper Kong who will sell his house to buy all in. Let's watch the price action
Scientex Berhad’s recent share price decline can be attributed to several factors impacting its packaging segment. In the first quarter ended October 31, 2024 (1QFY2025), the company reported a 6.7% decrease in net profit to RM128.6 million, primarily due to challenges in the packaging division, including unfavorable foreign exchange movements and softer export market demand. 
Property Segment Performance:
The property division demonstrated resilience, with revenue increasing by 6.0% to RM483.7 million in 1QFY2025. This growth was driven by steady construction progress and strong take-up rates across various regions, including Selangor, Penang, Perak, Malacca, and Johor. The company plans to launch 8,000 affordable homes annually starting in FY2025, aligning with its goal of delivering 50,000 affordable homes by 2028.   
Packaging Segment Performance:
The packaging division faced a 3.8% decline in revenue to RM625.7 million, attributed to softer export demand and unfavorable currency exchange rates. Despite these challenges, Scientex is focusing on innovation and sustainability, including developing customized, value-added packaging solutions with an emphasis on incorporating recycled materials. 
Segment Contributions:
In 1QFY2025, the property segment contributed approximately 43.6% of total revenue, while the packaging segment accounted for about 56.4%. 
Upcoming Quarter Results:
While specific forecasts for the upcoming quarters are not detailed, analysts anticipate that the property division’s robust performance will help offset challenges in the packaging segment. The company remains optimistic about sustained demand for affordable housing and is committed to enhancing its packaging offerings to navigate market challenges.  
Target Price:
Analyst opinions on Scientex’s target price vary. BIMB Securities maintains a “hold” call with a target price of RM4.50, while TA Securities has a “buy” call with an unchanged target price of RM5.48 per share. The consensus 12-month target price stands at RM4.75, offering a potential upside of 8.7% from its last traded price. 
In summary, Scientex’s share price decline is largely due to challenges in the packaging segment. However, the strong performance and positive outlook of the property division may help mitigate these issues. The company’s strategic focus on affordable housing and sustainable packaging solutions positions it to navigate current market challenges effectively.
Scientex Berhad has demonstrated robust financial performance recently, particularly in its property division. In the financial year ended July 31, 2024 (FY24), the company reported a 24.4% increase in net profit to RM545.2 million and a 9.8% rise in revenue to RM4.5 billion. This growth was largely driven by a 29.7% surge in the property segment’s revenue, reaching RM1.9 billion, attributed to higher sales, strong demand for new launches, and steady progress in ongoing projects across Peninsular Malaysia.  
In the first quarter of FY25, ending on October 31, 2024, Scientex maintained consistent group revenue of RM1.1 billion. The property division continued its upward trajectory with a 6% increase in revenue to RM483.7 million, fueled by steady construction progress and strong take-up rates in regions including the northern, central, Malacca, and Johor areas. However, the packaging division experienced a slight decline of 3.8% in revenue to RM625.7 million, impacted by softer export demand and unfavorable foreign currency exchange movements.  
Analysts have maintained a positive outlook on Scientex following its solid FY24 results. BIMB Securities, for instance, highlighted the company’s strong position in affordable housing and its commitment to sustainability. They maintained a ‘hold’ call with a target price of RM4.50, citing encouraging earnings growth prospects driven by property expansion and strategic land acquisitions. However, they also advised caution regarding the packaging segment due to weaker demand. 
Given the company’s consistent earnings and strategic focus on affordable housing—a sector with enduring demand—Scientex appears well-positioned for continued growth. However, the packaging division faces challenges that could impact overall performance. Market conditions, investor sentiment, and broader economic factors will also influence the stock’s performance in the coming days and weeks.  
It’s advisable to monitor ongoing developments in both the property and packaging sectors, as well as any company-specific news. Consulting with a financial advisor can provide personalized insights tailored to your investment goals and risk tolerance.
Susan, your link actually downgrades Scientx TP : Kenanga Research is reducing its FY25 to FY26 earnings by 9% and 15%, respectively and downgrades Scientx TP to 3.60 from 4.20+. Beware of further dump by PJ ha ha
