Let's go,Guys

We can chill and relax now, because his average price is definitely higher than us now.

I bet Ah bu to wash further for us to top up

will definitely observe the financing decision :) 7.4M is not much - a mix of cash plus term loans should settle it. the latest acquisition announcement has a condition to be met by the seller on or before 31 December 2025; ample time for Plabs (buyer) to sort out the financing. On the other hand, Mr. Bu is now the single largest shareholder of Plabs. A pp decision now will be interesting if you will - making it more expensive for Mr Bu to increase his stakes further and diluting his shareholding at the same time?

Cheng, I have same thoughts about pp.

Been holding plab since before ah bu appeared until now the largest share holder of plab. Not say confirm will be pp, but atm I know can think of this reason for all his actions.

consumer should be resilient. too many negative headwinds for techs, 太子. overvaluation, AI bubble and now trade war tariffs targeting techs; fighting for dominance in techs between US and China :) Locally, higher min wage and higher electricity tariffs. And will be interesting to see whether techs will be sold down again after bear rally last week - Sell in May phenomenon.

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.

alright. indeed there are cheap stocks out there; in different markets too. just that Q1'25 data for US and China could be "distorted" due to anticipation of tariffs on 2nd Apr; pull in purchase/stocking up inventories if you will.

ah danco. Its been a while and just realized its near to the price I bought it back in 2020. I have not been following danco since 2022 and may take a while to catch up again. I did check some of the numbers I have back then and ctd numbers from the latest qr. Balance sheet expansion and net cash level remained the same comparing to 2020. I think current price is pretty decent based on limited homework that I have cross checked. Just my personal opinions, could be wrong. Hope it helps.

you are welcome, 太子. I presumed you are familiar with Danco's nature of business; closely related to palm oil if you will. As such, Danco's products and services will do well if palm oil plantation/refineries are operating at high utilization; typically at the back of high demand for palm oil and high cpo price. When demand/cpo price is sluggish, you can expect lower utilization from these factories. If you are buying Danco, you may want to keep an eye on the demand for palm oil (India/China as alternative edible oil for soybean/sunflower oil when the latter prices are high, Indonesia biofuel mandates which will limit exports and pushing up the cpo price). As for the fcpo price trend, I doubt these two factors will drive it back to the level seen post pandemic in 2020/2021. Just my opinions, could be wrong. Hope it helps.