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Superb dividends declared for shareholders... Compared to AEM, UMS and Frencken, this is SUPER-undervalued and ignored. Sell Those and come to grab this baby before is too late !
spursfan ( Date: 27-Feb-2026 20:46) Posted:
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Dividend ~ 7.5%, should expect to rise up to at least 1.4 to 1.5..
Better results than even implied by the positive profit alert announcement in January. It was clear then that profits for the year would go up significantly but it seemed 2H profit might be slightly lower than 1H. The results how that actually revenue, gross profit and profit before tax all grew reasonably in 2H vs 1H and the only reason profit after tax was flatter vs 1H was because of a 2H weighting in tax.
The special dividend is also nice. I tend to see good HK management teams are more generous than Singapore management teams in rewarding shareholders with a special dividend when operating performance is good and glad to see that is the case here even though the company has moved to SGX.
Horsay! Lucky I added more today. Dividend yield damn power!
rebounce ?
kye_lin ( Date: 27-Feb-2026 14:05) Posted:
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Maybe. Not sure.
so that the reasons it drop for the last 2 days ??
kye_lin ( Date: 27-Feb-2026 12:50) Posted:
| Https://wccftech.com/nvidia-gaming-revenue-takes-a-hit-as-cfo-warns-upcoming-months-will-be-very-tight/
Tight supply of RTX 50 Blackwell in upcoming months |
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Https://wccftech.com/nvidia-gaming-revenue-takes-a-hit-as-cfo-warns-upcoming-months-will-be-very-tight/
Tight supply of RTX 50 Blackwell in upcoming months
yeah very suprised with the buhe drop in price. No news apparently. Loosk more likely in relation to somene trying to short before earnings. But if you beleive in it in the long temr like me it gave the opportuntiy to add to the position. I dont mind holding this for next 12-24 months, expecting this woudl deliver 100% gains. And if they move listing to SGX then it can be a significant catalyst.
Last year the results were out on 28 Feb, so I imagine it should be imminent.
I have no idea what drives the volatility in the last few days. Looks like retail trading on relatively low volumes. It shows that for this size of company institutional investors have not yet entered.
WHY drop so much last 2 days ? when the result coming out ?
trader1970 ( Date: 25-Feb-2026 16:57) Posted:
BO 158, next target is 170  |
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BO 158, next target is 170
WATCH.... PA is pointing to next height.......
Undervalued Gem relative to its peer.. Profit expected to double but price has yet to reflect.. Any stellar dividends annoucement with the audited results will bring this back to sgd2 easily as the public is small and cornered.. WATCH, once price above 156,.. it ll be charging towards 170..
spursfan ( Date: 20-Jan-2026 12:17) Posted:
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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Buying from people who had to sell on HKEX was easy money. Averaging down to 85 cents meant this became one of my biggest positions.
Still very cheap - trading at 7x P/E with a very cash heavy balance sheet, which would be 5x P/E if they paid out some of that excess cash, at a time when earnings is going up 70% a year due to AI.
The share price is still very volatile for a S$500m company. It tells you that the shareholder base is still retail dominated, with little institutional owners because of the recent shift away from HKEX to SGX. As the brokers and management do meetings with fund managers for the first time and they start putting in orders the shareholder base will grow and mature. These people buying in will drive the next leg up for the share price.
Alignment ( Date: 16-Dec-2025 10:37) Posted:
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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someone shorted this and all the gains evaporated. tremendous opportunity to pick up cheapies. on the way to 1.75 the march continues. keep picking up at significant pullbacks like today, even if it means to average up. also a good dividend announcement on the bumper profit can be a serious catalyst.
Breakout 146, 160 next resistance.. It has been cornered. Shortist beware as BBs in control and will be pumping it back to 200 mark... well of course up and down not a straight line....till results are out...
PC Partner closes 20.9% higher on positive FY2025 profit guidance
It is now listed only in Singapore, having delisted from the Hong Kong bourse on Jan 14
[SINGAPORE] Shares of electronics company PC Partner : PCT 0% soared on Tuesday (Jan 20) after the company posted a positive profit guidance.
The counter rose 27.8 per cent or S$0.32 to S$1.47 at 2.17 pm, with 2.3 million shares changing hands.
By 4.35 pm, it had pared some of those gains, landing at S$1.40, still up 21.7 per cent or S$0.25 from its Monday closing price of S$1.15.
The counter closed 20.9 per cent or S$0.24 higher at S$1.37 on Tuesday.
The rise followed PC Partner&rsquo s announcement that it expects to record a net profit of HK$450 million (S$74.1 million) for the financial year ended Dec 31, 2025.
This would mark a 71.8 per cent surge from the net profit of HK$262 million that the group booked for FY2024.
PC Partner attributed the expected bottom-line growth mainly to an increase in sales revenue and an improvement in gross profit margin, amid strong demand for the new Blackwell series of video graphics cards launched in the first quarter of 2025.
It noted, however, that the profit guidance is based on financial statements that have not been confirmed or audited by its auditors.
It added that it will disclose further details when its financial results are announced before the end of February.
Founded in 1997, PC Partner specialises in the design, development and manufacturing of computer electronics. It is a large assembler of graphics cards using Nvidia chips.
Since delisting from the Hong Kong Stock Exchange (HKEX) on Jan 14, it is listed only in Singapore.
The company began trading on the Singapore Exchange in November 2024 under a secondary listing. In September 2025, it applied to voluntarily delist from the mainboard of the HKEX, to lower dual-listing costs and improve operational flexibility.
$1.44.. huat ah
Thank you bros here for the recommendation!
