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Bro Alfredx, thks for the additional info update.
Appreciate.
Since management indeed disclosed that BYD has become an additional customer for EV energy-related products such as door hinge systems,
the market may view this positively:
BYD is one of the world&rsquo s largest EV makers by volume, so even being a qualified supplier for a niche component can strengthen ISDN&rsquo s EV manufacturing ecosystem credentials.
It supports management&rsquo s earlier narrative that diversification beyond traditional semicon. related automation is progressing.
Auto-related projects usually require qualification cycles, so once inside the supply chain, relationships can sometimes expand to adjacent modules or factories.
Investors may interpret this as evidence that ISDN&rsquo s motion control / engineering capabilities are gaining traction in China EV manufacturing.
Therefore investors will watch whether this expands into broader automation or production-line solutions.
Markets will likely wait for the forthcoming detailed report or FY2026 guidance before materially re-rating earnings expectations.
Combined with earlier points from the update:
Management saying April orders were good, confidence in FY2026, ability to handle OSAT machine demand,
and now BYD as an added EV-related customer,
the overall tone from the session appears more constructive than cautious.
That also helps explain why the market absorbed the recent executive share disposal around the 0.72&ndash 0.73 area instead of breaking down aggressively afterward.
Let' s hope the above info may underpin ISDN' s price action during tomorrow' s trading session to try and test previous all time high of 0.775 and break above potentially by Friday' s trading session.
Due diligence warranted.
Oh additional information I remembered, BYD car maker also one of their customer for EV energy product like their door hinges..
baicho ( Date: 27-May-2026 19:46) Posted:
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A few things stand out from what ISDN MD reportedly shared during the business update session attended by analysts including JPMorgan Chase & Co. analysts:
Pricing visibility:
Quoting roughly &ldquo $200k&ndash $300k&rdquo per OSAT machine suggests these are meaningful-ticket industrial systems, not low-margin commodity products.
If order flow scales, revenue leverage can become significant quite quickly.
Capacity confidence:
&ldquo They can handle the business&rdquo implies management does not currently see manufacturing bottlenecks or execution constraints despite stronger orders.
That reduces near-term concern that demand cannot be fulfilled.
April order momentum:
Management specifically highlighting April orders as &ldquo good&rdquo is important because it points to continued momentum after Q1 ended.
Markets often focus more on forward order intake than backward-looking earnings.
FY2026 satisfaction:
Saying he is &ldquo satisfied&rdquo with FY2026 prospects is effectively soft guidance without giving exact numbers.
Analysts will likely interpret that as confidence that current consensus may at least be achievable.
The market may particularly focus on:
Whether OSAT-related revenue contribution accelerates in Q2/Q3.
Gross margin trend on these machines.
Repeat orders from customers.
Whether semiconductor upcycle exposure starts re-rating ISDN closer to automation/semicon peers.
The fact that the stock previously absorbed substantial insider selling around the 0.72&ndash 0.73 area without collapsing is also notable from a trading psychology perspective.
It suggests there was genuine institutional or strategic buying interest underneath.
Still, traders will probably wait for:
the formal published report, actual orderbook numbers
and clearer FY2026 guidance
before aggressively re-rating the stock.
If the later published report confirms:
Strong April/May orders,healthy margins, and sustained semiconductor/OSAT demand,
then the market could start viewing ISDN less as a traditional engineering stock and more as an automation/semi-con equipment exposure play.
In view of the above released info, I prefer to do dip buying for a BUY AND HOLD Intermediate/Long Term Strategy as I strongly believe the Semi-Conductor Upcycle will continue into 2027 and mightbe beyond.
Due diligence warranted.
Bro Alfredx, thks for the update.
Appreciate.
Seems as the trading days progress, ISDN' s strong fundamentals are starting to surface for my intermediate/technicals to align themselves for a potential rally in the making in the not so distance future but ISDN' s potential price rally may come sooner than expected.
For the time being, I am ignoring all the short term noises that may surface but concentrate on the bigger picture as ISDN cheap laggard stock.
I am still practising technical patience in holding my portfolios for the coming rise to target minimum 1.14 before even thinking of exiting my SRS/CASH shares which I have been holding for the past 5 years and presently in the money.
Due diligence warranted.
alfredx ( Date: 27-May-2026 16:47) Posted:
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Bro baicho, why u didn?t attend yesterday briefing? Mr TEO mention a few points that nobody update you. I?ll update you ba.. Apr order book almost double when JPmogan?s guy asked him how is recently business. Ask mr Teo can Isdn can handle it? Mr Teo said YES. The sale of 1 OSAT machine how much it cost
Mr Teo replied 200-300k each.. lastly he so far very satisfied for this FY26 he mention it harvested something I forgot how he described already..
Mr Teo replied 200-300k each.. lastly he so far very satisfied for this FY26 he mention it harvested something I forgot how he described already..
baicho ( Date: 27-May-2026 15:50) Posted:
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ISDN short term daily pivot close seems to provide very strong support at 0.63 portending a Dip Buyer' s Market.
Even CGS International has issued a Buy Recommendation at the 0.65 level Reinterated Add after issuing 1st quarter results report release with a target price remaining at 0.96 level.
I, myself have a new target level at the 1.236% Elliott Wave Extension at the 1.14 target level after 2nd quarter results release on or about 6 August 2026 potentially before End Sept 2026 professed to be having another record by ISDN' s Management during 1st quarter result business update on 26th May 2026.
Just keeping my fingers crossed for my target to be achieved in due course.
Due diligence warranted.
Most likely interpretation now on Kong Deyang' s share sales -
Given:
Complete disposal.
Staggered selling.
Stable execution prices.
No resignation announcement yet.
The strongest interpretations become:
✔ Personal portfolio exit / monetisation
or
✔ Pre-transition / late-career reduction
or
✔ Planned full liquidation during liquidity window.
Also, his total shares sale exit was:
Noticeable.
His sales were successfully absorbed by market demand around the 0.72 to 0.73 level.
Due diligence warranted.
baicho ( Date: 26-May-2026 20:05) Posted:
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Some market participants say because he is already 66 years and may be due for retirement soon.
That &ldquo retirement selling&rdquo idea is a market narrative, not something confirmed in the SGX filing.
Let&rsquo s separate what is fact, what is possible, and what is speculation.
📌 1) What is fact (from SGX behaviour)
From the trades sale mentioned:
~2.05M shares sold
spread over several days, executed around 0.72&ndash 0.7328
orderly, not panic-style
price stayed stable.
So the observable fact is:
Controlled, staged reduction of holdings into liquidity
🧠 2) What is NOT confirmed.
There is:
❌ no SGX announcement of resignation.
❌ no &ldquo cessation of director&rdquo filing.
❌ no official statement about retirement.
❌ no disclosure linking sales to retirement plans.
So
&ldquo Selling because he is retiring soon&rdquo = unverified market interpretation
📊 3) Why people think &ldquo retirement reason&rdquo
Market participants often connect selling + age because:
He is reportedly in his mid-60s.
Directors sometimes reduce exposure before stepping down.
Gradual selling &ldquo looks like wind-down behaviour."
So the logic is:
Age + gradual selling = perceived retirement pattern.
But that is pattern-matching, not evidence.
🧠 4) More realistic explanations (higher probability).
Based on execution style and market context, more likely reasons are:
✔ Portfolio rebalancing
reduce concentration in one stock
lock in gains during liquidity window.
✔ Liquidity-driven selling
sell into strong volume days (0.72&ndash 0.73 zone was active).
✔ Planned reduction (not necessarily retirement)
long-term investor gradually trimming exposure.
✔ Internal personal financial planning
unrelated to company outlook.
Due diligence warranted.
Neutral_Guy ( Date: 26-May-2026 20:07) Posted:
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Oopsy.
baicho ( Date: 26-May-2026 20:05) Posted:
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26/05, 18:52] : Kong Deyang (Executive Director) sold off ISDN shares -
1) 150,000 shares at average price of $0.72 on 22 May 2026
2) 593,700 shares at average price of $0.7201 on 25 May 2026.
3) 1,306,300 shares at average price of $0.7328 on 26 May 2026
Total number of shares sold =2,050,000
Due diligence warranted.
JurongW ( Date: 26-May-2026 18:05) Posted:
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Executive Director dispose of all shares.
https://links.sgx.com/1.0.0/corporate-announcements/GIHFZ1ESVFEWATDI/890319__Form%201_KDY.pdf
https://links.sgx.com/1.0.0/corporate-announcements/GIHFZ1ESVFEWATDI/890319__Form%201_KDY.pdf
TECHNICAL ANALYSIS OF ISDN AS ON 26TH MAY 2026
A) Daily Short Term Pivot Support Close at 0.63.
B) End Weekly Intermediate Term Pivot Support Close at 0.50.
C) End Monthly Long Term Pivot Support Close at 0.44.
TECHNICAL SYNOPSIS
As long as ISDN daily price action does not violate and close below its Daily Pivot Support Close at 0.63 to date, ISDN may have the potential to grind up higher.
Violating and closing below its Daily Pivot Support at 0.63, its daily price action may have the potential to test its Intermediate End Weekly Support Close of 0.50.
As long as ISDN violating and closing below its Intermediate Pivot Support Close at 0.50, its daily price action may potentially test its downside of its End Monthly Long Term Pivot Support at 0.44.
Violating and closing below 0.44, may portend a very much lower price action.
Due diligence is warranted.
The presence of:
Analysts from JPMorgan Chase/ CGS International/
Management from ISDN Holdings
and Novo Tellus are important because:
That combination typically signals:
Investor engagement,
institutional communication,
and possibly groundwork for market re-rating expectations.
Therefore dip buying still to date is better for choice for a BUY and Hold Strategy for Intermediate/Long Term investors into 2027.
Due diligence is warranted.
COURTESY OF WINNINGHAND
JP Morgan analyst, William from CGSI , NextinSight Boss, CT Leong attended the briefing this morning.
Here is a short summary - Qtr2 is going to be another record.
Due diligence warranted.
NB:
Understand reports may be issued later.
baicho ( Date: 26-May-2026 15:10) Posted:
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COURTESY OF WINNINGHAND
JP Morgan analyst, William from CGSI , NextinSight Boss, CT Leong attended the briefing this morning.
Here is a short summary - Qtr2 is going to be another record.
Due diligence warranted.
NB:
Understand reports may be issued soonest.
The current structure for now is pegged to AEM slight weakness on profit taking by long holders and ISDN is more of:
&ldquo Sector hesitation limiting breakout presently
rather than
&ldquo aggressive liquidation&rdquo .
But ISDN' s strong support is located today at the 0.715 level and looking to break above 0.75 before the end of trading session on AEM' s intraday renounce.
Due diligence warranted.
ROLE OF AEM TODAY
With AEM Holdings opening weak, ISDN&rsquo s ability to still hold 0.715 on strong volume is actually notable.
It means ISDN is not purely dependent on sector tailwind today, even if correlation still influences intraday sentiment.
Bottom line
This is a high-volume consolidation near resistance, not a breakout failure yet and not a clean breakout either.
The next decisive move will come from whether buyers can convert 0.715 into support and re-test 0.75 with strength.
Due diligence warranted.
WHAT NOVO TELLUS &ldquo PLAYBOOK&rdquo LOOKED LIKE IN ISDN (IMPORTANT BASELINE)
From the filings and history:
Entry: ~S$0.20 via placement (6.4%).
Build-up: increased exposure over time to ~8&ndash 9% range.
Style: not trading momentum &mdash they:
Enter early via placements
sit through consolidation
add/hold during business execution phase
Participate in re-rating cycles.
👉 Key characteristic:
They tend to accumulate during base-building and early expansion phases, not at vertical tops.
Due diligence warranted.
NOVA TELLUS PROFILE
Yes &mdash Novo Tellus did increase its holding in ISDN in the earlier years, and it was a staged build-up rather than a one-off entry.
Here&rsquo s the clean timeline based on public disclosures:
1. Initial major entry (2018&ndash 2019).
Novo Tellus first came into ISDN via a private placement
It subscribed for ~27 million new shares at around S$0.20.
This gave them about a ~6.4% stake initially.
👉 This was their &ldquo anchor investment&rdquo phase &mdash typical private equity entry into a mid-cap industrial/tech name.
2. Stake increase over the following years (2019&ndash 2021).
After the initial placement, ISDN&rsquo s share price re-rated significantly (20c &rarr 60c+ range over time).
During this period, filings and reports show Novo Tellus increasing its stake to ~8.5% by 2021
👉 This increase came from a combination of:
Additional participation in fund-related allocations
portfolio adjustments / follow-on support
capital structure changes over time (not necessarily open-market buying every time).
3. Strategic behavior (important context)
Novo Tellus is not a typical retail-style investor.
Their pattern is usually:
Enter early via placements / structured deals
support company growth phase
occasionally average up or maintain/increase exposure during re-rating phases.
Often take board influence (they did get board representation in ISDN).
Bottom line:
Yes &mdash they did increase exposure after the initial 6.4% entry, rising to roughly ~8%+ within a few years, but it was:
Gradual
strategic (not momentum chasing)
tied to corporate growth rather than trading flows.
Due diligence warranted.
One important contextual factor:
With AEM Holdings opening weak today, ISDN is currently not relying on sector tailwind, so its ability to hold 0.715 is more internally driven than thematic.
In simple terms:
The market has moved from &ldquo gap excitement&rdquo &rarr &ldquo price discovery&rdquo &rarr now &ldquo fight for control around 0.715" .
Due diligence warranted.