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1-20 of 51
Easy money coming
Volume I don't like
Alot contribution IMO
after my first post now add postions target price 0.182
Did Maybank consider the huge dilution due to the exercising of the convertable bond?
Joelton ( Date: 20-Feb-2026 10:42) Posted:
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Maybank starts Addvalue Tech at &lsquo buy&rsquo with target price of 12 cents
Maybank Securities&rsquo Jarick Seet has initiated coverage on Addvalue Technologies with a &ldquo buy&rdquo call and a target price of 12 cents. Seet&rsquo s target price represents an upside of 45% and is based on a blended FY2027/FY2028 P/E of 35 times.
&ldquo Addvalue Technologies is one of the rare profitable, high-margin, growth stocks in both the space and drone industries and a turnaround story,&rdquo says Seet in his Feb 19 report.
He also notes several tailwinds for the company, including an expected increase in satellite launches in FY2026 to FY2030, a higher customer base &mdash from four to five clients eight years ago to over 20 clients as of 2025, a surge in the pace and size of orders, as well as rising demand and investment in the space sector including for drone solutions.
Addvalue, which returned to profitability in the FY2025 ended March 31, 2025, was also removed from the Singapore Exchange&rsquo s (SGX) watch-list in October 2025.
The company had been on the exchange&rsquo s financial watch-list since December 2023 and said it would have fulfilled the criteria of existing the watch-list by its own merits by the end of the six month review period on Dec 1, 2025.
&ldquo After almost going under, Addvalue is benefiting from the two highest growth and sexiest themes besides AI (artificial intelligence) &ndash drones and space,&rdquo says Seet.
&ldquo We expect to see a rapid growth phase in coming years following an inflection point in FY2025,&rdquo he adds.
The company is deemed by the analyst as a &ldquo rare Asian space/drone play in rapid growth mode&rdquo . In addition, its peers&rsquo valuations are &ldquo much higher&rdquo with most of them not yet profitable, he points out.
From FY2026 to FY2028, Seet expects Addvalue to report revenues of US$20 million ($25.3 million), US$30 million and US$45 million respectively.
Core net profit for the three years are expected to be at US$4 million, US$8 million and US$13 million respectively. The figures are backed by the company&rsquo s record orderbook of US$26 million.
To Seet, risks include delays in satellite launches by its customers, client concentration risk and execution risk in overseas markets.
Shares in Addvalue closed 0.5 cents higher or 6.02% up at 8.8 cents on Feb 19.
Can get 0.088 now.. huat huat!
From Ang Mo house?
labuubuuu ( Date: 20-Feb-2026 09:07) Posted:
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Buy 0.09
Try my luck 🤞
Try my luck 🤞
Your analysis is very professional, no emotion, no bias, good contribution, thank you. We need to encourage everyone to do the same.
Agree that Addvalue is a good company but the share price may have run too far ahead of the fundamentals. Need to be careful.
Agree that Addvalue is a good company but the share price may have run too far ahead of the fundamentals. Need to be careful.
TA_Expert ( Date: 20-Feb-2026 01:53) Posted:
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The stock price has increased by +844.44% in the last 52 weeks. Institutions are holding around 2.31% of the outstanding shares. This means that this stock is highly controlled by the syndicates. Many people have already forgotten about the penny stocks saga years ago,
As at 30 Sep 2025 1H report, the company has made 1.97m profits.
Total accumulated losses as 30 Sep 2025 was 80.2m. The company needs to continue to make profit in every quarter to clean up the balance sheet.
At the same time, it has outstanding Convertible loan Notes and Redeemable Convertible Bonds at 0.7m and 2.6m respectively. Whoever owns these debt securities will huat big time if the share price continues to head north.
Fundamentally the company looks alright but the explosive share price within a year has made it a highly speculative stock.
As at 30 Sep 2025 1H report, the company has made 1.97m profits.
Total accumulated losses as 30 Sep 2025 was 80.2m. The company needs to continue to make profit in every quarter to clean up the balance sheet.
At the same time, it has outstanding Convertible loan Notes and Redeemable Convertible Bonds at 0.7m and 2.6m respectively. Whoever owns these debt securities will huat big time if the share price continues to head north.
Fundamentally the company looks alright but the explosive share price within a year has made it a highly speculative stock.
Trainner ( Date: 19-Feb-2026 21:17) Posted:
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Maybank TP is based on 35x PE.
Below are what I took from the last financial report:
EPS: 0.057 cts
NAV: 0.34 cts
1H' 26 revenue: $8.8M
Market cap now: ~$300M based on 8.8cts and ~3.3 Bil shares.
is it too expensive? The market will decide....
EPS: 0.057 cts
NAV: 0.34 cts
1H' 26 revenue: $8.8M
Market cap now: ~$300M based on 8.8cts and ~3.3 Bil shares.
is it too expensive? The market will decide....
TA_Expert ( Date: 19-Feb-2026 20:46) Posted:
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Now with analysts started talking nonsense or not, it will draw crowd.
Prepare for $0.10 and beyond.
The narratives are written by the syndicates.
Once upon dying company suddenly became a daring in SGX. What a turnaround.
Prepare for $0.10 and beyond.
The narratives are written by the syndicates.
Once upon dying company suddenly became a daring in SGX. What a turnaround.
Even the P& L does not justify such an explosive rally in share price. The art of pump and dump is in the making.
SmallSmall ( Date: 19-Feb-2026 19:52) Posted:
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Maybank Initiates buy with target of $0.12
can it close above 0.091 before cny holidays lets stay tuned
Updated Financial Snapshot (February 2026)
|
Metric |
Latest Data |
Change from Previous |
|---|---|---|
|
Current Price |
S$0.08 (Feb 6, 2026) |
&uarr from S$0.06-0.07 |
|
52-Week Range |
S$0.008 &ndash S$0.064 |
Now trading above range |
|
Market Cap |
S$270 million (est.) |
&uarr from S$206M |
|
1-Year Return |
+670% |
Massive outperformance |
|
P/E Ratio |
40.7x &ndash 50.9x |
Still elevated |
|
P/S Ratio |
8.5x &ndash 8.54x |
Extremely high vs industry 0.4x |
|
Morningstar Fair Value |
S$5.20 (quantitative) |
817% premium claimed |
1HFY2026 Results (Sept 2025) &ndash Major Acceleration
|
Metric |
1HFY2026 |
1HFY2025 |
Change |
|---|---|---|---|
|
Revenue |
US$8.75M |
US$5.7M |
+54% YoY |
|
Net Profit |
US$1.98M |
US$52K |
+38x YoY |
|
Gross Margin |
~52% |
~52% |
Stable |
|
Order Book |
US$14.3M (as of May 2025) |
- |
Strong pipeline |
Key Drivers:
-
Space Connectivity (SPC): 28.8% growth &ndash IDRS terminals for satellite fleets -
Advanced Digital Radio (ADR): 28.1% growth &ndash ADRS1000 SDR modules, anti-drone tech -
New Contracts: US$2.8M space orders secured Nov 2025
Full FY2025 Recap (March 2025)
-
Revenue: US$15.53M (+21.6% YoY) -
Net Profit: US$1.95M (vs US$277K in FY2024) &ndash 7x increase -
Consecutive profitable years: FY2024 and FY2025 -
Cash: US$1.5M (improved working capital) -
Gearing: Improved to 55.8% from 76.1%
Updated Entry Price Analysis (Current: S$0.08)
Given the 670% 1-year rally and current price of S$0.08, the risk/reward has shifted dramatically:
Conservative Entry: S$0.04 &ndash S$0.05
-
50% pullback from current levels -
Aligns with pre-rally consolidation zone (Nov 2024) -
P/S would drop to ~4-5x (still high but more reasonable)
Moderate Entry: S$0.05 &ndash S$0.06
-
25-35% correction -
Near recent support before breakout -
Requires patience for pullback
Aggressive/Technical Entry: S$0.065 &ndash S$0.07
-
Only if momentum continues and you accept high valuation risk -
Not recommended given extreme run-up
Critical Risks to Consider
|
Risk Factor |
Details |
|---|---|
|
Valuation Bubble |
P/S 8.5x vs industry 0.4x is unsustainable |
|
No Dividend |
Company reinvests all profits |
|
Small Cap Volatility |
8.47% volatility, low liquidity |
|
Debt Maturity |
Convertible notes maturing Jan/March 2026 |
|
Profit Taking |
670% gain attracts significant selling pressure |
Updated Recommendation
⚠ ️ STRONG CAUTION: The stock has gone parabolic (+670% in 12 months). While fundamentals have improved dramatically (38x earnings growth), the valuation has gotten ahead of itself.
Strategy:
-
Wait for significant pullback to S$0.04-0.05 range before initiating position -
If you must enter now: Keep position size small (< 2% of portfolio) given extreme momentum -
Set stop-loss at S$0.06 (25% downside protection)
Bull Case Validation:
-
Revenue growth accelerating (54% in 1H2026 vs 21% in FY2025) -
Space/Defense tailwinds (IDRS technology, satellite connectivity) -
Path to S$20M+ revenue run-rate
Bear Case Validation:
-
Trading at 817% premium to Morningstar' s quantitative fair value -
P/E expansion cannot continue indefinitely -
Any miss on growth expectations will cause severe correction
Bottom Line: The company is executing well operationally, but the stock price has overshot fundamentals. A good entry price would be S$0.04-0.05 (50% correction), which would offer better risk-adjusted returns for new investors.
"Kang Tao" for u. But Dyodd.
"Addvalue Technologies (SGX: A31), a Singapore-based firm specializing in satellite communication, was included in the FTSE ST All-share Index effective late 2025. It is widely recognized as a top-performing small-cap stock on the Singapore Exchange (SGX). "
"Addvalue Technologies (SGX: A31), a Singapore-based firm specializing in satellite communication, was included in the FTSE ST All-share Index effective late 2025. It is widely recognized as a top-performing small-cap stock on the Singapore Exchange (SGX). "
Dannkh ( Date: 12-Feb-2026 16:43) Posted:
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Addvalue has 3.68 billions outstanding shares. At 10c, it is still small cap at 15c, it will be mid cap & at 30c, it will be big cap stock. This one has "ah gong" support. Dyodd.
ysh2006 ( Date: 12-Feb-2026 13:39) Posted:
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Big boys are back next week have two trading days can it gallop to 0.090 next week
Only when BBs are ready. Patience. Don?t buy if can?t keep. Trade with care.
ysh2006 ( Date: 12-Feb-2026 13:39) Posted:
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Heard it is included in small small cap index ....if fund want buy can push up the index...