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PC Partner
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Alliance Mineral the next Blue Chip - TP 1.50
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spursfan
Supreme |
20-Jan-2026 13:07
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👍
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SmallSmall
Supreme |
20-Jan-2026 13:01
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$1.27 +$0.12 !!! More to come
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PQTPQK
Supreme |
20-Jan-2026 12:30
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Gap up later
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spursfan
Supreme |
20-Jan-2026 12:17
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POSITIVE PROFIT ALERT
FOR THE YEAR ENDED 31 DECEMBER 'the Board expects the Group to report a net profit attributable to Shareholders at approximately HK$450 million for the year ended 31 December 2025, compared to a net profit attributable to Shareholders of approximately HK$262 million for the year ended 31 December 2024. The change was mainly due to an increase in sales revenue together with an improvement in the gross profit margin which had mainly resulted from a strong demand for the new Blackwell series of video graphics cards launched in the first quarter of 2025' https://links.sgx.com/1.0.0/corporate-announcements/XS7ZVU7J6Q7XG8B0/872472_Announcement%20of%20Positive%20Profit%20Alert_20%20Jan%2026.pdf |
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PQTPQK
Supreme |
19-Jan-2026 14:59
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should test the 1.20 ... soon  | ||||||||||||||
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SmallSmall
Supreme |
14-Jan-2026 10:57
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Rebounded back to $1.22 +$0.10 today.... | ||||||||||||||
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SmallSmall
Supreme |
11-Jan-2026 15:25
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70+% Upside Potential: KGI Initiates coverage on PC PARTNER
At the COMPUTEX 2025 show in Taipei in May 2025, Jensen Huang, CEO of Nvidia, dropped by the booth of Zotac, a brand of PC Partner. Nvidia is a major GPU supplier to PC Partner.  Photo: ZotacExcerpts from KGI Securities report Analyst:  Chong Ting Shuo  
 
&bull Expanding beyond gaming into AI-adjacent compute.  Beyond VGA Cards, the pipeline includes GPU servers for AI and ML, handheld PCs, and medical-grade systems. Coupled with longstanding partnerships with NVIDIA and entry into the NVIDIA Partnership Network in 1H25, we see scope to broaden mix, deepen attach, and smooth cyclicality as AI PC adoption builds. &bull We initiate coverage of PC Partner Holdings Ltd with an OUTPERFORM rating, reflecting a bullish outlook on the company&rsquo s recovery and growth prospects. Our 12- month price target is  SGD$1.73. Jensen Huang' s autograph on a Zotac flagship product. Photo: Zotac
PC Partner delivered a clean reacceleration with the RTX 50 Blackwell launch driving upgrades and mix. Gary Lau, CFO of PC Partner.Revenue printed about HK$6,355M and EPS was HK$0.645, with own-brand sales up about 60% as access to top-tier SKUs resumed. Inventory stepped up to support 2H sell-through and the Indonesia ramp, consistent with stronger allocation and higher ASP content.Operational discipline improved as sell-through tracked well into the summer, positioning 2H25 for sequential growth and margin stability and a 1H25 revenue print of HK$6,355.3M with EPS at HK$0.645.  
  We expect a constructive gaming cycle through 1H2026 as NVIDIA&rsquo s Blackwell stack catalyzes premium upgrades, AI PC attach improves, and channel inventories normalize. Allocation should support volume, while richer ASPs and mix toward higher-end boards underpin gross margin. Seasonality and a deeper holiday pipeline point to a stronger 2H25, with upside if attach on AI-enhanced SKUs exceeds historical norms.  
Risks: Allocation and cycle risk from NVIDIA delays may cap volume and mix. Export controls with slow Batam ramp could lift costs and stretch cash. However, we expect supplyside execution risk to be mitigated with established NVIDIA partnership in 1H2025 and new Singapore HQ to reinforce presence and focus on Southeast Asia ramp-up &rarr The KGI report is  here.  &rarr   See also:  PC PARTNER: This Company Rode Nvidia Wave in 1H, Just Achieved Primary Listing on SGX   |
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wavesurfer
Member |
09-Jan-2026 23:04
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Thanks. no wonder so powerful | ||||||||||||||
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SmallSmall
Supreme |
09-Jan-2026 15:31
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Excerpt from KGI Securities (Singapore) Pte. Ltd. report. Report Summary
Above is an excerpt from a report by KGI Securities (Singapore) Pte. Ltd. Clients of KGI Securities can be the first to access the full report from the KGI Securities website:  https://www.kgieworld.com |
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Joelton
Supreme |
08-Jan-2026 09:56
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PC Partner&rsquo s listing of shares on HKEX to be withdrawn on Jan 14, last day of dealing on Jan 8
PC Partner says that it has satisfied all conditions for the proposed delisting of the company from the mainboard of the Stock Exchange of Hong Kong (HKEX).
 
The last day of dealing in the shares on the HKEX is Jan 8, and the listing of shares will be withdrawn on Jan 14 from 4pm.
 
PC Partner says that it will, for a period commencing on the date of the introduction and ending on the date falling 60 days after the last dealing date, bear company-borne removal costs.
 
PC Partner announced on Sept 4, 2025, following its secondary listing on the Singapore Exchange that it intends to convert to a primary listing on the SGX and eventually delist from the HKEX.
 
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Alignment
Elite |
07-Jan-2026 17:13
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Looks like the Christmas sale is ending soon with the share price up 9% today. | ||||||||||||||
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Alignment
Elite |
26-Dec-2025 07:23
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Hope so too. Last day of trading on HKEX is 8 January, so the selling pressue from people who cannot move to SGX will end at that date. It is like a year end sale that ends on 8 January. |
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wavesurfer
Member |
25-Dec-2025 22:10
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Hope the rebounce will continues after Xmas | ||||||||||||||
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MrBear12
Supreme |
16-Dec-2025 10:50
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Never mind. You have the guts to start a thread. For this 🐻 salutes you.
If you want AI , just go for American ones.
The BIG ones will outmuscle small AI plays.
Trade with SIZE
🐻
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Alignment
Elite |
16-Dec-2025 10:37
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I started this thread, and unfortunately chose a bad time to do it in terms of share price movements since. As far as I&rsquo m aware there has been no company specific news, so what is likely driving the price fall is either the broader AI sentiment issues which is also affecting other SGX listed stocks in the space, and/or this is the impact of the imminent HK delisting that I had previously posted actually happening. Given the above, my views on fundamentals is unchanged. I previously thought in the medium term $1 would be an attractive in price so clearly at the current levels it looks even more attractive. I started buying at $1 when I first posted and since have been nibbling away as it fell all the way down to the current level. I don&rsquo t have any insight in short term price movements as to when it will recover. All I will say is that I will continue nibbling if it falls further using money that I can afford to have locked away for a few years without worrying about the share price falling further. The key is not to go too large too early &ndash my own approach with small cap stocks like this where the share price can move up or down significantly with no fundamental cause is to have an investment plan from the start with respect to price and sizing &ndash drip feeding in over time as the price changes. With this approach you make less profit if it goes up quickly as you underinvested but it also allows you to stay in the game if the share price goes down significantly or over a longer period, because what you don&rsquo t want to do is sell simply because of a share price fall when there has been no underlying fundamental change in the investment proposition (unless you now believe your original investment proposition was wrong). In short I am buying more, slowly and carefully. But that is based on my own background/knowledge/experience. Different people are in different situations, so you should do what is right for you. Hope sharing my own perspective helps though. |
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wavesurfer
Member |
15-Dec-2025 23:44
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Any guru can share a bit on this stock? i jumped in and made a loss. now to cut or hold?? | ||||||||||||||
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Alignment
Elite |
24-Nov-2025 10:56
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The opportunities I look for have both a valuation angle and a catalyst angle. The valuation angle is clear, but with respect to catalyst the shift from HKEX to SGX is only part of the bigger picture which relates to the shareholder structure. 49% of the company is owned by its directors, most of whom cofounded the company nearly 30 years ago and were friends or colleagues before at companies like Vtech. They are now all in their 60s and 70s, while none of their next generations are at senior levels within the business. But even the 49% is not a unified block &ndash the largest shareholder is only 14% and the equal largest shareholder also at 14% inherited her stake from her husband (another cofounder). This situation I think is set up for an eventual sale of the business to either private equity or a strategic buyer as has been happening a lot recently for SGX. The key for them to maximise value is to establish a China + 1 strategy so they can do business both within China and the US and the move from HKEX to SGX is part of this. Once they complete this and also finish setting up new plants in SEA then they would be set to cash out. |
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n3wbie
Elite |
21-Nov-2025 14:26
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Last day of trading on HKEX is 8 Jan 2026 - can refer to the EGM minutes essentially 3 months from notice to shareholders which was done on 8 Oct 2025. Can refer to their disclosures here: https://www.pcpartner.com/attachment/ac/17606943227ZKF9.pdf
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PQTPQK
Supreme |
21-Nov-2025 11:07
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when the delisting date complete ?
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Alignment
Elite |
21-Nov-2025 10:35
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Agree - knowledge base is thin. You can see that from the thin trading volumes which means the stock moves are more volatile. Hopefully they will improve investor relations once the delisting from HKEX is complete.I guess as Buffett pointed out as I want to buy more stock I actually want the share price to fall so I can buy cheaper (not that what I want matters). | ||||||||||||||
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&rarr The KGI report is