you are welcome, yh :)

hello yh, cpetech is pretty similar to UWC but at a smaller scale and very much focused on precision machining and not so much on assemblies. Maybe Plant 6 will have assemblies in the future. Briefly looked at its annual report and comparing the performance in 2023 and 2024, it is showing the typical "IPO" trends - good numbers marching towards IPO and weaker numbers after IPO. Top line and bottom line for cpetech dropped by almost 50% comparing 2023 and 2024; very volatile. The price dropped to lower forties of 0.425 last week and i personally think its a fair price at that range but not cheap. Going below 0.40 will be cheap and attractive given the volatility in its top line and bottom line performance. There is another risk that I saw which is the USDSGD forex. 1.4M hit on pat for every 5% weakening of USDSGD. Q1'25 has seen ~4.7% weakening comparing to the peak in Q4'24. Can expect some impact here. Just my opinions, could be wrong. Hope it helps.

Probably cautious mode due to market sentiment coupled with possible mhra decision next week, Vin. Those eyeing for dca would have done so when it's at lower 3.++

thanks for sharing, Choong. I saw a news that it surpassed Toyota Alphard too and entering Europe market second half of this year.

the closest one for Gent which is related to China will be LNG. But that will probably be next year onwards after the first drop of LNG second half of 2026.

you are welcome, hktee.

yes it is

selling general admin costs

will exit if the next 2 qrs showing high sga (>10M per qtr).

I am still holding 400 lots at 0.265, hooi khoon tee. I dont have any plans to increase it further when I bought it unless seeing signs of lower sga and receivables in coming qrs; at least two qr to determine whether the numbers in q4'24 is temporary or a structural problem.