extracted from the recent AGM minutes - (1) Xlent Innovator Sdn. Bhd. (“Xlent Innovator”), received a Supplier Recognition Award from key client, Teradyne, Inc. This is coming from automated inline tester for AI data centres developed in collaboration with Teradyne :) The system had already been deployed in the United States and Taiwan, with encouraging demand from leading AI chip manufacturers. (2) the Group’s key initiatives and developments during FY2025: focus on advanced test solutions, alongside progress in smart automation, smart warehousing, smart factory solutions, and in-house software integration, all of which strengthen the Group’s manufacturing ecosystem. (3) On the hardware side, the Group continued to advance SMT production in collaboration with partners such as ASMPT SMT Solutions, ITW EAE, ASM Assembly Systems (DEK), and Asscon. In addition, the Group expanded into the advanced test equipment segment through partnerships with leading brands such as Koh Young, Techvalley, Teradyne and Seica, positioning itself as a comprehensive solutions provider rather than merely an equipment supplier.

valuation does not matter until it matters most, t&s :) orderbook increased to 190mil as of May'26, new factory will be completed next year, advanced packaging/silicon photonics driving the needs for new SMT/inline tester and recent DBT at 0.50 can be used as a good baseline for opportunity to add on if available :) well, we probably need to be cautious if p/b for cnergenz is at 4.0 or higher. Until then, just chillax and manage it one qtr at a time and ride the growth in orderbook.

hello mil cookie. I thought it will be at 7th floor before the report is out :) nevertheless, looking forward to it and wondering how much is the smt integration orderbook - will be really strong if it is higher than 45mil

you may want to wait until the qr season ends first, mil cookie. in terms of radar, I bought two new stocks back in end of july. just a small position as the qr is around the corner and taking some calculated risk here. will add if the results are trending/inline with expectations. notion (0.505) and aimflex (0.115). Eyeing potential earnings recovery for Notion and early positive signs in Aimflex from q1fy26 versus a bad FY25. I have sold out natgate recently too as I bought it slightly below 0.90 and sold out at 1.22. Bought it for the optical/silicon photonics prospect but sold it out as its beginning to be euphoric; runs ahead of the earnings/fundamentals.

cheng....thanks for ur detailed sharing!! i hv traded notion a few times, and since my last purchase in last year, i've been holding it till now bcuz missed the good chance to sell it in oct... now I’m waiting for it to get back to around RM0.80
As for aimflex, i cut loss long time ago... it was a nightmare having bought into that company! i cant recall the price i cut loss at cux i hv closed my rakuten account...

Noted, mil cookie. Give it another 6 to 9 months as there is a unique characteristic with rgds to notion :) earnings recovery tends to happen in 2 to 3 qtrs back to back. As for Aimflex, I can understand that as many bought in back in 2024 near 0.20 due to the "M&A" activities and the 100mil cash.

strong prospects for growth updates from recent AGM - (1) The Group had capitalised on this trend through the development of AI-related hardware solutions, including an automated inline tester for AI data centres developed in collaboration with Teradyne. The system had already been deployed in the United States and Taiwan, with encouraging demand from leading AI chip manufacturers. (2) The Group is well positioned to ride the AI supercycle and advance its smart manufacturing initiatives, with strong prospects for growth in 2026 and beyond. (3) On the hardware side, the Group continued to advance SMT production in collaboration with partners such as ASMPT SMT Solutions, ITW EAE, ASM Assembly Systems (DEK), and Asscon. In addition, the Group expanded into the advanced test equipment segment through partnerships with leading brands such as Koh Young, Techvalley, Teradyne and Seica, positioning itself as a comprehensive solutions provider rather than merely an equipment supplier

finally marching towards where it should be :) lets keep an eye on its orderbook. SMT integration orderbook > 45mil will be really strong as this is a high margin segment. another potential positive surprise is the inline tester which has been deployed in US and Taiwan; seeing encouraging demand as highlighted in AGM.

chillax guys. risk mgmt and manage the expectations well first :) rm2 is a bit euphoric. however, I prefer bonus issue to address the liquidity situation first - if it is indeed a strong prospect for growth as indicated by the mgmt plus the capacity expansion from the new factory to be completed 2nd half of next year.