yes, undertaker. the tech sentiments has changed a bit since the Oct rate cut. Dec rate cut percentage has drop from over 70% to 50% and Trump loves cheap dollars from lower borrowings; he will work hard to make it happen in Dec. US China trade war truce for a year. Closer to semiconductor in Malaysia and some of the recent results showing sustained demand seen from previous qtr; two consecutive strong qtrs if you will. Unisem, Frontkn, Penta and MI are the latest examples. Have not seen any signs of weaker demand from the actual results released from semiconductor related companies yet.

Yea chart wise might not look perfect but sentiments can change very fast especially in Trump era. I believe it will go back to 5th floor very soon especially when QR is around the corner next week. Semicons demand should remained strong next year. If QR can produce a very good results and prospect it may go higher to 6th floor.

I am using the following link to monitor the rate cut progress. its below 50% now and US tech sentiments will be dampened a bit. Above 70% will be decent chance and above 90% is pretty much market pricing in rate cut. https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

revenue in q3 was lower by 8mil+ compared to Q2 while net margin in Q3 was at 5.2% versus 5.6% in q2; mid single digit still. though revenue was lower, net cash position improved, inventories are lower, receivables are lower, contract liabilities are moving, slight uptick in manufacturing revenue and cash flow remained solid. if we were to look at cum to date 2025 performance from q1 to q2 to q3, it is still upward trajectory. I can understand why the boss is confident and in the media. Lol, he is making more money for the company.

Cheng,he said based on the input from customers mean he expect good purchase orders from both distribution & manufacturing division. However manufacturing division need to contribute more than 20 to 25% only we can see significant improvement on profit margin, otherwise it will be meaningless for their Batu Kawan new plant. But it may take two to three years to break even.

manufacturing division contribution was 11% in q2, 14.3% in q3 and 7% in q1, undertaker :). Lets see how the contribution looks like in q4. The trajectory is still positive if you will :) Distribution has the bigger pie of it and lower margins. Any uptick in manufacturing division will help to cushion the impact of lower distribution segment. The higher the better though.

well, it is wise to focus in just one market because we human only have limited time, concentration and resources. Better focus in just one and become a specialist rather than focus on multiple markets as an average player. Like chinese proverb says, it is better to have just one sharp knife rather than thousand of blunt knives.

true also. but I wanted to experience "trader's high / dopamine rush". Seeing it is not good enough, need to feel some. old man like me cant take too much of that adrenaline rush. Just joking. I think all markets are pretty similar when it comes to emotional / market driven decision. Bursa is somewhat unique due to its lower liquidity and speculative nature, as most people describe it.

not sure who is that sifu but confirmed that sifu is probably doing a publicity stunt, Tiong. If you can recalled, we could not even find the Edge's article? It came out weeks later. where is that sifu when the article was released, when the stock price was moving or when the q2 results were released? A sifu should be someone with proper credentials and background :)

Instead of blaming the news media, we as retailers should study the company business nature and prospect by ourselves rather than just reading the news. What retailers wanted is the share price movement so we can trade base on our own method. If you are long term trader then short term share price decline shouldn't affect you. When boss said confident it doesn't mean confirm lolz.

ooh. too many stocks related tlg groups out there. better not waste your time. use tlg to connect with friends / closed group will be better. lots of sifu wannabe or rather influencer wannabe. understandable as contents creator can make money out of it and even make money out of followers. Lol, no pun intended. Always check the credentials of those sharing topics related to health/medicine, finance and even legal.

no worries and sharing is good. after all, we have also seen extreme ends of pessimistic /optimistic gung-ho comments in klsescreener forum - dark horse, limit up, limit down, etc. We just have to manage our own hard earned money in an environment that Adama/TN mentioned - rigged / disadvantage if you will.

Like the wise kung fu master says, don’t be stubborn. If you’re stubborn, you get hit. There are many ways to beat the market, so keep an open mind. Don't fall in love blindly with the stock nor its ceo, you gonna lose your teeth. XD

The sharp share price drop occurred in mid 2021 due to Fed rate hike fears after inflation data. From then until 2023, I think tech companies posted strong QR boosted by the favourable USD/RM rate despite in a bearish stock market. RM then gradually recovered, but events like wars and recent trade war have created uncertainty. Strong RM will have very strong impact on tech companies too. Thats why if sales revenue can stays strong, I dont think the situation is as bad as it looks. Good luck guys

Give it another week, fibo. It's 50-50 chance of a Dec rate cut as I saw it earlier in the morning. 3 weeks before the Fed meeting in Dec. Need over 90% going into the week of the meeting to have a good chance. At least 70% for market to react in the positive direction.