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sfp's fate was sealed the moment they lost their biggest customer ~2 years ago. The boss was probably panic therefore simply and quickly accepted a new replacement customer from china without thinking twice of their payment record. So IMO it is the boss himself who moved his cheese...
The boss has to move with the cheese. He has failed to anticipate the constant movement of cheese :) Now that the cheese is gone, he has to find new cheese.
Adama's view is purely speculative and his has no evidence to support his claim. Nafiz provided a link to an article and I agree with the article. Many local companies has their own ways to mitigate problems dealing with offshore clients. Tell us how a local company can check a state-owned companies their payment history? Also, how can local companies get their debt paid from offshore clients?
Enlighten us, please.. Adama & TK?
yes my opinion on the new customer was purely speculative and it was just my personal opinion. But then it wont change the fact that the company fails to collect the money and unable to find a new replacement customer like they used to.
It's very rare for an exporting company not to conduct due diligence on its customers. Why does nobody support using CTOS or Experian? Is it because they're too expensive? Wait..JLow...1MDB..
chillax and keep sharing. everyone is entitled to their own opinion. My personal opinion - not the time to be gung-ho and safer to avoid it for now as the cheese is gone, no AGM Q&A, selling down like hot cakes. Stay away until the boss finds new cheese, it will be reflected in earnings by then.
the new COO and CBO are two different person from the new entity SFP Integrations Singapore; one MD and the other GM of SFP Singapore. The one that resigned recently was the GM. The new entity was registered back in Feb'24 and yet to see impact from the new entity. Another work in progress corporate development was the due diligence MoU to acquire a stake in RPM Holding Inc back in Apr'25.
Bursa Malaysia suffers from weak enforcement, frequent stock manipulation, poor transparency, and a speculative culture that disadvantages retail investors—leading to low investor confidence, poor valuations, and a gradual loss of participation unless stronger regulations, better governance, and investor protections are put in place.
unlikely to change, tok tiong. valuation does not matter until it matters most. Look at IPO frenzy and thematic stocks including sector rotation :) We just have to manage our own positions well.
if u want the AGM Q&As then go to their AGM. Only shareholders are allowed to ask and get their answers. If u r not eligible to attend then dont expect it
When i commented then i am sure. List out the companies that released their AGM Q&As other than during covid period. I would say <1%. If you are new then learn first before commenting.
Lol, I like your confidence even though you do not know what you are talking. Have you even check out the archives for Sfptech AGMs that Q&As were posted in the past except for 2025? https://www.sfptechholdings.com/investor-relations/
No wonder your profile has been tagged as "This user has been posting inappropriate comments recently." You have just described yourself really well above. Glad that this platform has the feature of Mute and Block.
High inventory high receivable (most of them more then 3-4 months) be extra careful. U do not need same stock to recover what u loss in the same counter. 30mil hite purchase rediculos
You have a nice avg price, Jason. My personal opinions and could be wrong - QR is around the corner and should wait for the results to be released first. A better question to ask yourself is - What If decision to trade based on technicalities/invest for its recovery is wrong? The amount of risk that you are willing to take and what is the exit point upon knowing that it's a wrong decision.
Recovery may take a while or no visible recovery and it may stay at current price range for many qtrs down the road. When you are clear with the What If above, it should be easier for you to manage your positions in Sfptech :)