from rhbinvest - newly awarded key customer programmes (c.MYR180m pa) commencing in 2HFY27, alongside potential new orders (we assume MYR100m) Upside risks include a stronger-than-expected recovery in global consumer demand and higher-than-expected new order wins

6th floor is possible if qtrly performance in fy27 showing min 16mil per qtr.

yup... safe haven / solid rotational option for the tech's hot money; particularly funds/insti :) marching slowly to 4th floor soon

the only thing that will dampen the sentiment of cnergen is the growing risk of regional tech sector correction. Manage it well and it can be volatile due to the liquidity. for now, 3 mil shares dbt at 0.50 is a good baseline for support :) Current Cnergen trends is best described by the lyrics of Golden by Huntr/X while the regional tech sector correction is best described by the lyrics of Down by Jay Sean :) Lol, no pun intended.

blockade at 0.3 and 0.31. will the strong hands clear the blockade and start the 20-20 journey?

we will know in a month's time whether the changes put in place are structural or one-off, william. if it is structural, the upcoming qr should reflect mid to high single digit margin again.

Cnergen is also in discussions with two new customers from Belgium and the US remain ongoing, mainly related to semiconductor and electronics equipment.

The Thai Government is stepping up cooperation with European partners to develop the semiconductor industry, photonics technology, and other high-tech sectors as part of efforts to create new economic growth drivers. According to Thai Deputy Prime Minister and Minister of Higher Education, Science, Research and Innovation Yotchanan Wongsawat, a Thai delegation visited the Netherlands and Belgium from June 13–20 to explore opportunities for cooperation in the semiconductor sector with leading universities, research institutes, and technology organisations.

During the visit, the delegation paid a fact-finding tour to three of the Netherlands’ leading technology universities – Eindhoven University of Technology, University of Twente, and Delft University of Technology. These institutions are recognised for their strengths in semiconductor research, deep technology (Deep Tech), and innovation. Yotchanan said discussions with international partners helped Thailand identify two promising areas for future development: photonic chip technology and advanced chip packaging.

In Belgium, the delegation met with IMEC, one of the world's leading semiconductor research and development centres, to discuss research cooperation and technology transfer. The delegation also visited Bio Base Europe Pilot Plant to learn about biotechnology applications supporting the development of a circular economy.

In addition to scientific and technological cooperation, Thai officials held policy discussions with the Dutch Minister of Education, Culture and Science and the European Union Commissioner responsible for start-ups and innovation, focusing on strengthening innovation ecosystem connectivity, attracting European technology companies to invest in Thailand, and exploring opportunities for Thailand’s participation in the EU’s research and innovation programme, Horizon Europe.

According to Thailand’s Ministry of Higher Education, Science, Research and Innovation, the country is also developing mechanisms to connect Thai scientists, experts, and students living in Europe in an effort to attract highly skilled talent to support the development of strategic technology industries at home./.

no, thank you :) I dont have the courage to buy these two heavily capitalised stocks.

yup. hot money from tech will rotate into here - solid balance sheet / cashflow :)