| Latest Forum Topics / ISDN Last:0.695 -- |
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ISDN new
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SmallSmall
Supreme |
06-May-2026 13:51
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All one mouth eat up...Shortists may not have chance to cover back yet... Now $0.665 buyer liao..
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SmallSmall
Supreme |
06-May-2026 13:45
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$0.665 .... way to go...$0.68 first
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tongphlp
Supreme |
06-May-2026 13:04
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this Tng chap....can be trusted...l:)
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easywin
Supreme |
06-May-2026 11:21
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Wait for pullback to add more
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SmallSmall
Supreme |
06-May-2026 10:53
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New high again $0.66 +$0.05...Stll far from tgt price of $0.96
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tcshares
Senior |
04-May-2026 21:37
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load up! | ||||
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Solubl
Member |
02-May-2026 16:51
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This Stock Rockets 24% After Analyst Raises Target Price 2X
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height00
Veteran |
01-May-2026 09:28
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This stick have be sleeping for a few years already. I remember the last time many put hope on this stock but in the end nothing happened. Where else stock like UMS keep moving upwards  | ||||
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ysh2006
Supreme |
01-May-2026 07:44
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Yes next week maybe good news with volume and price too ! | ||||
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ysh2006
Supreme |
30-Apr-2026 16:07
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Let see next week any good news the company will announced boh.. | ||||
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ysh2006
Supreme |
29-Apr-2026 16:11
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So the 96c target once their EGM completed and passed by we all.....usually investors look forward to AI type business just like tech company in US... | ||||
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ysh2006
Supreme |
29-Apr-2026 13:00
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This thread has admin link the share price ,good to view the movement of live price during trading hour....and make decision. | ||||
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Joelton
Supreme |
29-Apr-2026 11:49
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Tng of CGSI raises ISDN' s target price to 96 cents on resilient industrial automation business William Tng of CGS International has more than doubled his target price for ISDN Holdings from 44 cents to 96 cents, on the premise that the company' s resilient industrial automation business will see further growth, therefore justifying a higher earnings multiple. In February, ISDN reported FY2025 revenue of $440 million, an increase of 18% y-o-y, driven largely by its industrial automation business in China. Gross margin for this business segment was relatively stable at 24.3% in FY2025 versus 24.2% in FY2024. Earnings for the year was $7 million, down 21% y-o-y, dragged by $4.5 million in unrealised, noncash foreign exchange revaluation losses from its hydropower business in Indonesia. Excluding which, core profit for the year was up 26% y-o-y. Even so, ISDN wants to grow its renewable energy business, with two additional mini hydropower plants scheduled for completion in 2026. According to Tng, ISDN continues to see broad-based demand for its IA business as factories continue to enhance their capabilities via advanced IA solutions. The company has also expanded its presence across Asia to capture emerging opportunities from Malaysia and Taiwan amid ongoing global supply chain diversification, he says. Tng' s higher target price of 96 cents is based on 24x FY2027 earnings, which is 1 sd. above its 10-year average of between FY2017 to FY2026. His earlier target price was based on an earnings multiple of 13.5x, the company' s ten-year average between FY2016 to FY2025. Besides earnings growth seen to resume in FY2026 to FY2028, Tng believes that this counter will also draw buying interest from Equity Market Development Programme (EQDP) funds. Re-rating catalysts include higher-than-expected net profit contribution from its hydropower business segment, a faster pace of economic growth in China as it stimulates its economy, and a stronger global semiconductor recovery. On the other hand, downside risks include weak customer demand if the global economy continues to slow, and potential bad debts as economic conditions worsen. ISDN shares, as at 11.41 am, changed hands at 61 cents, up 26.04%. |
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PiRPiR
Master |
29-Apr-2026 00:29
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Question 1
In the Annual Report, ISDN?s vision is ?We?re building Asia?s smart industrial future.? Can ISDN share with shareholders about its long-term goal in more tangible terms, e.g. does ISDN aspire to grow into the next automation industry giant (in Asia) alongside multi-billion competitors like Siemens AG, ABB? ISDN's long-term vision is to be a leading industrial automation company in Asia, supported by technological innovation and well positioned to capture the structural shift of global supply chains into Southeast Asia. The Group does not seek to become a global Industrial Automation major, but rather a large-scale complement to global players. ISDN has adopted this complementary strategy because (a) the Industrial Automation market is large and growing fast enough that there is no need to compete head- to-head with global majors and (b) it has developed a more sustainable strategy of complementarity rather than competition with such players. ISDN?s vision is not defined by scale alone, but by its ability to bring advanced automation technology to the region and help industries in Asia modernise and compete globally. As manufacturers increasingly relocate or expand their operations into Southeast Asia, ISDN is building the presence and capabilities to serve this growing demand at a regional level. This is already reflected in the Group's actions on the ground. ISDN has established subsidiaries in key markets including Taiwan and Malaysia, both of which have demonstrated notable growth in recent periods. The Group will continue to deepen its footprint across Southeast Asia, positioning itself as the go-to automation partner for businesses building and expanding their manufacturing capabilities in the region. Question 2 Has ISDN considered M&A to acquire expertise and access for growth? Yes. ISDN has used a broad range of corporate approaches to acquiring technology capability, vertical market presence, and geographic access over time, including: ? Mergers and acquisitions (?M&A?) ? Joint ventures ? Minority or control investments and ? Strategic alliances and partnerships The Group has developed significant experience in all three areas over time. Generally, ISDN favours smaller acquisitions where it can contribute significant value to a company. This allows ISDN to: ? Put less capital at risk (compared to a large acquisition) ? Assist the target with growth, thereby increasing value over time and ? Fund such investments with little or no equity dilution to shareholders. The ISDN investment in NovaPeak Pte. Ltd. (?NovaPeak?) is a good example of this strategy in action. Through NovaPeak, ISDN has extended its presence into adjacent growth areas including drone inspection technology, which complement its core industrial automation business and position the Group for emerging opportunities in Asia. This disciplined approach allows the Group to manage risk prudently while acquiring access to high- potential technologies and/or market, balancing the need for innovation with the responsibility to prudent capital management. Question 3 Why does ISDN need many different subsidiaries? Is it possible to consolidate the corporate structure for better focus? The Group operates as a platform company, generating revenue from a continuous flow of engagements across a diversified customer base of more than 10,000 customers spanning many industries. ISDN?s business scope is large, reaching across geographies, technology capabilities, vertical industries and customers. The broad range of subsidiaries allows ISDN to: ? Organise its focus by capability, geography, technology and market reach ? Incentivise leadership teams across its different business offerings (for example: services, products, components, manufacturing, solutions) ? Providing for M&A, Joint Venture and equity sharing with subsidiaries if needed to acquire/incentivise/retain companies and ? Compartmentalise risk to reduce exposure for the overall conglomerate. ISDN has a continuous practice of reviewing its subsidiary structure and consolidating or shutting down subsidiaries that are not needed or not contributing sufficiently to the Group. Question 4 Could the Board provide more clarity on how it evaluates and compares the expected returns from hydropower investments compared to Industrial Automation M&A? Would a rebalancing of focus towards Industrial Automation M&A provide stronger dividend returns? The Group is actively pursuing both strategies and views them as complementary rather than competing priorities. The hydropower investments target an above-20% internal rate of equity return (?IRR?), and the hydropower plants completed to date have yielded above-target returns for the Group. Industrial Automation M&A is unpredictable by nature and is unsuitable as a ?sole engine? for inorganic corporate growth. The two approaches are complementary, with hydropower investments yielding high-quality, predictable recurring, cash-rich earnings at good IRR, and industrial automation M&A providing access to innovation and market reach, but with some unpredictability. The Group seeks to achieve a prudent balance between these two complementary strategies for accretive capital reinvestment.Question 5 Apart from providing software to manage data centres, how does ISDN continue to integrate itself into the AI ecosystem manufacturing e.g data centre manufacturing or AI chip manufacturing? The Group believes artificial intelligence (?AI?) represents a broad-based growth opportunity across many sectors and applications well beyond data centres and AI chips. ISDN cannot realistically manufacture chips or data centres as these are scale industries with extremely well-capitalised and credentialled suppliers. However, ISDN has been deploying AI solutions for customers for several years already. ISDN has a range of capabilities and solutions that it has already developed for AI including: ? Entire AI-powered solutions such as the NovaPeak building inspection business ? AI software solutions for manufacturing applications in quality, machine control and vision ? Sensors and motion control hardware that is required to realise robotics and other AI hardware applications. The Group?s diverse, expansive approach to serving AI demand across the technology ?stack? and across industries should position it favourably to benefit from the global adoption of AI going forward. |
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machidrain
Veteran |
28-Apr-2026 20:25
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As an industry insider, Loke Wai San, who heads investment firm Novo Tellus Capital Partners, is close to the pulse of the tech manufacturing sector. Since 2019, he has spent at least $234 million in past and ongoing deals to acquire strategic stakes in various Singapore-listed tech manufacturing companies, each focusing on different parts of the wider technology and manufacturing ecosystem. These companies included    Grand Venture Technology, a manufacturing solutions and services provider     ISDN Holdings, which specialises in making motion control components and    Procurri Corporation, which buys, services and resells IT hardware. Novo Tellus also privatised  Sunningdale Tech  jointly with Koh Boon Hwee, the latter& rsquo s chairman. Dig out something interesting. of the various company Novo tellus invested in sgx.  Procurri Corporation  Grand Venture Technology  Sunningdale Tech. AEM.  Only Left ISDN. all the rest already delisted and privaitesd. . Seems like big story coming up for ISDN? |
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machidrain
Veteran |
28-Apr-2026 20:09
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this ISDN very resourceful.  ISDN& rsquo s subsidiary AR Robotics brings in Soradynamics and Trinity as strategic partners to drive robotics and AI business  Drone and AI both in 1. no wonder chiong today. guess tomorrow will be another green candle day.  Drone and AI story. I guess this will be the next $1 stock. just buy and ride the wave up. |
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machidrain
Veteran |
28-Apr-2026 19:54
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https://www.nextinsight.net/story-archive-mainmenu-60/949-2026/16690-this-stock-rockets-after-analyst-raises-target-price-2x | ||||
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SmallSmall
Supreme |
28-Apr-2026 11:55
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Tng of CGSI raises ISDN' s target price to 96 cents on resilient industrial automation businessIn February, ISDN reported FY2025 revenue of $440 million, an increase of 18% y-o-y, driven largely by its industrial automation business in China. Gross margin for this business segment was relatively stable at 24.3% in FY2025 versus 24.2% in FY2024. Earnings for the year was $7 million, down 21% y-o-y, dragged by $4.5 million in unrealised, noncash foreign exchange revaluation losses from its hydropower business in Indonesia. Excluding which, core profit for the year was up 26% y-o-y. Even so, ISDN wants to grow its renewable energy business, with two additional mini hydropower plants scheduled for completion in 2026. According to Tng, ISDN continues to see broad-based demand for its IA business as factories continue to enhance their capabilities via advanced IA solutions. The company has also expanded its presence across Asia to capture emerging opportunities from Malaysia and Taiwan amid ongoing global supply chain diversification, he says. Tng' s higher target price of 96 cents is based on 24x FY2027 earnings, which is 1 sd. above its 10-year average of between FY2017 to FY2026. His earlier target price was based on an earnings multiple of 13.5x, the company' s ten-year average between FY2016 to FY2025.  
Besides earnings growth seen to resume in FY2026 to FY2028, Tng believes that this counter will also draw buying interest from Equity Market Development Programme (EQDP) funds. Re-rating catalysts include higher-than-expected net profit contribution from its hydropower business segment, a faster pace of economic growth in China as it stimulates its economy, and a stronger global semiconductor recovery. On the other hand, downside risks include weak customer demand if the global economy continues to slow, and potential bad debts as economic conditions worsen. ISDN shares, as at 11.41 am, changed hands at 61 cents, up 26.04%.  
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superstartup
Supreme |
28-Apr-2026 11:51
Yells: "Enjoy doing Fundamental Research" |
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You mean Have Not Sold enough ? Anyway, I not vested anymore in either direction.
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SmallSmall
Supreme |
28-Apr-2026 09:48
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Quite obvious right? Analysts also humans ma.....If you are an analyst what will you do?
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