PC Partner    Last:2.28    +0.04

Shift from HKEX to SGX

Not posting anymore over here until further upward price actions above 150 towards 160.

superstartup      ( Date: 20-Mar-2026 11:17) Posted: Latest result EPS at HKD 1.27 = SGD 0.21 ( 21 cents ) Current share price trading at less than 7x PE only. Now wait for long time holders to sell out, while slowly collecting over here. " ..... The Group participates in the NVIDIA Partner Network (&ldquo NPN&rdquo ) as an Integration Partner, supporting NVIDIA&rsquo s ecosystem by delivering AI servers powered by NVIDIA&rsquo s innovative technologies. The Group has started building up its own infrastructure and capabilities on AI talents recruitment, new product development as well as manufacturing and operational setup to prepare for the business opportunities arising from the surging demand for AI hardware." ( as usual, please perform your own DD )

 

KGI Securities
PC PARTNER GROUP LTD (PCPG SP/PCT.SI)  March 18, 2026 
Valuation & Action: We maintain Outperform and raise our 12-month TP to S$2.54 from S$1.73. Better mix and pricing support FY26 growth, while our revised DCF now uses a stricter FCFF definition that strips out the import loan funding benefit

TICKRS FINANCIAL
PC PARTNER GROUP LIMITED(SGX: PCT) Initiation of Coverage | 6 February 2026 Rating: BUY Analyst : Jaimes Chao
Target Price: S$2.200 Singapore Pivot Unlocks RTX 5090 Supercycle Scarcity Premium Underappreciated FY2025E profit to surge 72% YoY supply constraints create pricing power for Tier-1 AIB partners

 

I dont think a significant sell down will occur before mid May when it goes ex div. a 10c dividend is just too fat to ignore for long term holders. It did dip to around 1.25 earlier and that was a significant dip to buy this more. If it quickly hits around 1.6 levels then it is a possible that there can be profit booking and sell down to around the current 1.4 levels. i think this woudl needa rerating aroung half yearly results before it starts next journey up towards 1.6+. Till then expect it to be range bound between the 1.3 - 1.6 .   

 

Now squat over here.
Low base, Low PE.
Wait patiently.
 

 

Latest result EPS at HKD 1.27 = SGD 0.21 ( 21 cents )
Current share price trading at less than 7x PE only.
Now wait for long time holders to sell out, while slowly collecting over here.

" ..... The Group participates in the NVIDIA Partner Network (&ldquo NPN&rdquo ) as an Integration Partner, supporting NVIDIA&rsquo s ecosystem by delivering AI servers powered by NVIDIA&rsquo s innovative technologies. The Group has started building up its own infrastructure and capabilities on AI talents recruitment, new product development as well as manufacturing and operational setup to prepare for the business opportunities arising from the surging demand for AI hardware."

( as usual, please perform your own DD )
 

 

Still haven' t clear out the sellers.
Test of patience.

 

https://www.kgieworld.sg/securities/resources/ck/files/docs/research/PC%20Partners%20FY25%20Company%20Update.pdf

superstartup      ( Date: 18-Mar-2026 21:38) Posted: March 18, 2026 KGI Securities PC PARTNER GROUP LTD (PCPG SP/PCT.SI) Pricing Power and Cleaner Cash Flow Lens Valuation & Action: We maintain Outperform and raise our 12-month TP to S$2.54 from S$1.73. Better mix and pricing support FY26 growth, while our revised DCF now uses a stricter FCFF definition that strips out the import loan funding benefit. For info only.  ( please perform your own DD )

 

March 18, 2026 KGI Securities
PC PARTNER GROUP LTD (PCPG SP/PCT.SI)
Pricing Power and Cleaner Cash Flow Lens
Valuation & Action: We maintain Outperform and raise our 12-month TP to S$2.54 from S$1.73. Better mix and pricing support FY26 growth, while our revised DCF now uses a stricter FCFF definition that strips out the import loan funding benefit.

For info only. 
( please perform your own DD )
 

 

Don' t want Q anymore.
Added more directly at 140.
 

 

Wow. Quick buy up.

superstartup      ( Date: 18-Mar-2026 13:02) Posted: Bought here also. Today counter liquidity is there. Slowly collect.

 

Bought here also. Today counter liquidity is there.
Slowly collect.

 

hope to test 1.50 again ...

Alignment      ( Date: 17-Mar-2026 21:32) Posted: https://www.prnewswire.com/news-releases/pc-partner-technology-pte-limited-at-nvidia-gtc-2026-powering-the-future-of-industrial-digitalization-and-physical-ai-302713043.html In the next few days expect some Jensen Huang photo ops at the PC Partner stall at NVIDIA GTC 2026

 

https://www.prnewswire.com/news-releases/pc-partner-technology-pte-limited-at-nvidia-gtc-2026-powering-the-future-of-industrial-digitalization-and-physical-ai-302713043.html

In the next few days expect some Jensen Huang photo ops at the PC Partner stall at NVIDIA GTC 2026

 

Need to clear 1.4 and stay above convincingly...

 

should test the prev high again ...

JAMMIE      ( Date: 12-Mar-2026 10:02) Posted: it has the potential to deliver anywhere from 50%-100% return in next 1 year. Hell, amlmost 8% will be delivered at Div. itself.

 

it has the potential to deliver anywhere from 50%-100% return in next 1 year. Hell, amlmost 8% will be delivered at Div. itself.

 

The good thing with this stock unlike the other AI names is that you don' t even need to believe in growth to justify the share price. The value is already more than supported by the balance sheet. So can sleep easy at night without worrying about the share price volatility. Much easier with this mindset to then trade the fluctuations knowing the fundamentals are supportive.

 

Only time will tell if I made a good move but at the current share price with a 10c dividend payout, this is too sweet to resist. I dont see any change to the underlying business fundamentals, and if this works accoridng to plan then this is just the begining for a veyr sucessful haul in the long run. 

 

Volatility is great - creates an opportunity to make profits by trading whilst maintaining a core position for the long term. Down and back up 25% in a few days...

 

vested