d4v3 jl's comment on SFPTECH. All Comments

d4v3 jl
4 Like · Reply
what we would be looking out for in this QR would be the expectation of credit loss write back and whether the inventory built up we saw from the previous QR translated to revenue or not.
d4v3 jl
the QR kinda blows..but mostly forex loss.. credit loss write back wasn't as expected though..
Like · 4 days · translate
cheng
You were pretty close though with the write back/impairment reversal and higher revenue. Have not seen the customers commitment/interest turning into higher revenue yet. The wait continues...
3 Like · 4 days · translate
Ban Kaw kaw
Cheng this company still have hope? Thinking to cut or not
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cheng
I am not taking additional risk on sfptech until there is evidence that it can secure large orders as quoted by the management. It has the capacity but lacking the revenue though MY and US segment are growing.
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Waller See
Will FY26 be a turning point for SFP Tech?
2 Like · 2 days · translate
cheng
Revenue has to keep turning higher, waller.
Like · 3 hours · translate