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KR Fee Management
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the main reason is the black widow is selling her husband's share
wongyiming@yahoo.com
She has to do so because Bursa Malaysia requires listed companies to maintain a minimum public shareholding spread, ensuring a portion of their shares are held by the public. Generally, this is at least 25% of the total listed shares,
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wongyiming@yahoo.com
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菲益(Feytech,KLSE: FEYTECH)股价持续下跌的原因主要有以下几点:


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? 1. 一季度业绩骤降

2025 年第一季度营收由去年同期约 RM 70.6 百万降至 RM 29.5 百万,净利从 RM 16.9 百万降至仅 RM 2.07 百万,降幅高达 87.7% 。

尽管有利好消息如与奇瑞合资、特别股息,但投资者对这种骤降反应敏感,导致股价承压。



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2. 资金与现金流警示

尽管过去营收持续增长,但现金流表现不佳:截至 2024 年底的 12 个月累积中,调整后的自由现金流仅为 RM 10 百万,与账面利润 RM 47.6 百万相比偏低,现金转化能力受到质疑 。



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3. 客户需求不稳定

去年出现关键客户中国奇瑞 Omoda 5 的后轴问题导致销量从月均 1,200–1,400 辆降至 200–300 辆,影响配套零件需求 。

Mazda CX-5 销量疲软,也影响配套座椅订单。



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4. 扩张与资本支出延误

公司IPO募资后,建设 PJ 新厂等扩张计划被推迟,投资回报周期延长,增加市场疑虑 。

此类延迟可能影响产能提升和增长预期。



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5. 技术面与市场情绪

技术分析显示短期为“强弱交界”,长期趋势仍然偏弱 。

外加大股东近期大手减持(6 月 19 日高层出货共 50 万股),进一步打压市场信心 。



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✅ 后市展望

若奇瑞 Jaecoo、新 Kia Sportage 等新增订单开始回温,加上合资项目大量投产,业绩有望回升。

但要股价真正触底反弹,还需看到稳定的营收、现金流改善与扩张计划顺利实施。



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? 投资建议

方面 建议

短期 谨慎观望等待 Q2 业绩验证,关注营收与利润是否回暖
中长期 若订单恢复、扩产顺利进行,当前低估位可考虑分批布局
风险 现金转化能力、项目延误、客户订单恢复不及预期


总之,Fe ytech 最近股价持续下跌主要是受 Q1 业绩走弱、现金流隐忧、客户订单萎缩以及扩张延迟等多重因素影响。
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mohd fakhri
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cbai punya cnter...evryday make new low
Ak Gan
ya, bukan cbai punya counter saje, tapi sampah juga, hahaha
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Hock Guan Ong
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这个应该是跟大量中国汽车品牌来到马来西亚导致很多原本国内的汽车销量不好。看看BAUTO 股价也一样插水。
wongyiming@yahoo.com
这间公司接下来也有跟中国chery合作,所以不会长期依赖Mazda.
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wongyiming@yahoo.com
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As of 27 February 2025, the public shareholding spread of the Company was at 23.953%. 

 

Pursuant to the Company's application for an extension of time, Bursa Securities, vide its letter dated 5 February 2025, granted the Company an extension of time to comply with the public shareholding spread requirement for a six (6) months untill 27 May 2025 after taking into consideration of all circumstances of the matter. 

 

In light of the shortfall in public shareholding spread and as part of the rectification plan, the Directors and/or  Substantial Shareholders (excluding ABRDN) are considering to sell down by Direct Business Transactions to potential investors, whom are not connected persons to the Directors and/or Substantial Shareholders and will not be holding 5% or more in Feytech. 
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wongyiming@yahoo.com
大股东需要卖1.05%的股票因为公众持股不足25%。所以这几天都在卖股,相信过后会回升。
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Chris Ooi
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谁还在丢票。。 Stop !
Fc Hor
可能是为了调整公司公众持股比例?
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Fc Hor
这间公司的公众持股比例不足25%
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Mark Lim
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omg rubbish
Hock Guan Ong
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完全被压到死死,完全无招架之力。0.30 不远了。准备子弹
Leng Ngee Ng
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ABRDN HOLDINGS LIMITED holding the share. Takut apa, just buy it
Desmond Chua
如何看好Feytech? 有新客户?
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Leng Ngee Ng
我Agar Agar的
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KR Fee Management
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lady CEO only knows how to makeup