That Q2 rally is mostly sentiment from their turnaround, but you need to see if their profit margins can actually sustain this growth long-term. Don't chase the price now; wait for consistent earnings delivery to prove the business model is truly stable before buying.

AI-driven chip growth
→ OSAT expansion
→ Higher demand for cleanroom packaging
→ Texchem-Pack volume growth

Weak JPY + Strong MYR
→ Lower import costs
→ Margin improvement
→ Earnings upside