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ISDN
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Neutral_Guy
Senior |
28-May-2026 16:49
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KDY seems to be the key man for China market. If he sell off, maybe implies a few possibilities like retirement(but still can hold shares if company is good), not in line with management ideas, personal reasons like investment in other assets. We will need to see his next step going forward. My personal thinking. | ||||
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baicho
Senior |
28-May-2026 16:25
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So which is which, Bro?
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tongphlp
Supreme |
28-May-2026 16:14
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good stks recover fast.... bad stks remain bad stks..
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baicho
Senior |
28-May-2026 15:44
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Given the recent backdrop:
Executive director selling appears largely known by the market already.
Management commentary during the Q1/business update sounded constructive.
Semi-related tech names like AEM Holdings have also been volatile.
The market may now be shifting from &ldquo forced selling/fear&rdquo back toward &ldquo wait for confirmation from Q2 numbers/orders.&rdquo
At more than 11.5 million+ volume, this is not a quiet session &mdash institutions/traders are still actively repositioning.
My very strong Technical Daily Pivot Support located at 0.63 with recent CGS International to Reiterate Add " BUY RECOMMENDATION" located at 0.65.
Due diligence warranted.
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baicho
Senior |
28-May-2026 14:31
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It can feel like a disappointing way intraday of daily price action but what market is seeing in ISDN Holdings is pretty typical of how markets behave in the short term:
News and price action don&rsquo t always align on the same day.
Why &ldquo good catalysts&rdquo may not be lifting price today
Even if the NextInsight/management narrative is positive, several short-term forces can dominate:
1. Expectations already priced into ISDN which has already had a strong run recently .
2. When positioning is already long, even good news becomes a &ldquo sell the fact&rdquo event.
3. Profit-taking after momentum run.
Traders who entered earlier at lower levels often exit into strength.
4. Liquidity-driven swings (not fundamentals).
5. Intraday drops
like 0.725 &rarr 0.66
above 10 million+
vol. are usually:
Short-term trading flows.
Stops being triggered.
Algorithms reacting to higher levels.
Not necessarily a reassessment of the business.
6. Market digestion phase.
After strong news flow, stocks often move into:
Consolidation
re-rating pauses
where price &ldquo waits&rdquo for confirmation from follow-through buying.
The market is separating:
Fundamental story (positive):
Automation, semi-con recovery, earnings growth.
Short-term positioning (negative today):
Profit-taking + support breakdown
Both can be true at the same time.
What would matter more than the news today.
For sentiment to align with the catalyst again, market typically need:
Stabilization back above 0.69&ndash 0.70,
reduced downside volume pressure.
The market is now basically saying:
&ldquo Good story, but price got ahead of itself short term.&rdquo
Bottom line：
The catalysts aren&rsquo t &ldquo not working&rdquo &mdash they&rsquo re likely already reflected in the earlier rally.
Today is more about position reset and liquidity unwinding and not a verdict on the underlying business outlook.
Due diligence warranted.
NB:
Short Term traders are fearful of an insider selling that they must have decided to exit your recent in the money positions.
They must be thinking of selling first before asking questions.
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baicho
Senior |
28-May-2026 14:23
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Bro, tend to agree with your thoughts but to me patience is virtue for intermediate/long term investing on visible strong ISDN' s fundamentals reinforced with technical intermediate/long term uptrends intact up to date.
In the short term, ISDN may be consolidating and trying to find a suitable base as its own pivot support for its next rally.
Due diligence warranted.
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ahberngh
Elite |
28-May-2026 11:21
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I think the executive director selling his share is an issue. May take a little time for this to be forgotten. |
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baicho
Senior |
28-May-2026 09:32
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The interesting part is that both AEM and ISDN recovered after early selloffs:
That usually reflects underlying buying interest still present in the sector,
especially after the recent positive semiconductor/AI-related narratives and ISDN&rsquo s upbeat business update.
Due diligence warranted.
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baicho
Senior |
28-May-2026 09:23
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Nextinsight.net just released report reinforces the present resilient strength in ISDN' s existing and new businesses:
Key points from the report that likely attracted market attention:
1Q2026 revenue rose 24.2% YoY to S$113.7 million.
Net profit attributable surged from about S$120k to S$3.7 million.
Southeast Asia automation revenue jumped 53% YoY.
Management said &ldquo all the business segments&rdquo are growing and expressed strong confidence for 2026.
The semiconductor angle is particularly important:
ISDN said backend semiconductor equipment demand is recovering strongly.
Their proprietary laser marking machine for OSAT customers was described as faster and more space-efficient.
Management highlighted Malaysia and ASEAN semiconductor expansion as major drivers.
This fits with the broader AI/datacenter-driven semiconductor upcycle now being discussed across the industry.
The market probably now sees ISDN less as just a traditional industrial distributor and more as:
An automation/AI manufacturing play, a semiconductor backend exposure play, plus a renewable energy growth story through hydropower.
That helps explain why even after sharp gains recently, the stock still continue to attract heavy trading interest with more market participants as evident by fairly daily increased volume trading to date.
At the same time, any short term pullback suggests:
Some traders are locking in profits after the strong run, while
others may still be accumulating based on the stronger FY2026 narrative.
Another important point from the article:
CGS maintained an &ldquo Add&rdquo call with S$0.96 target price and projected strong EPS growth through FY2028.
The tone from management also sounded notably bullish:
&ldquo This year we can really harvest&rdquo
That kind of language often strengthens retail and momentum sentiment, especially in SGX mid-caps tied to semiconductors and AI themes.
Due diligence warranted.
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baicho
Senior |
28-May-2026 06:18
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With Micron hitting 1 trillion market cap and with Intel/Tsm/Amd relative prices steadiness recently let' s hope AEM can stabilize and start rallying during Thursday session to underpin ISDN daily price action.
Dip buying strategy continues to date.
Due diligence warranted.
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baicho
Senior |
27-May-2026 21:54
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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.
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alfredx
Senior |
27-May-2026 20:34
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Oh additional information I remembered, BYD car maker also one of their customer for EV energy product like their door hinges..
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baicho
Senior |
27-May-2026 19:46
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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.
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baicho
Senior |
27-May-2026 17:56
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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.
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alfredx
Senior |
27-May-2026 16:47
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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..
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baicho
Senior |
27-May-2026 15:50
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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.
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baicho
Senior |
27-May-2026 08:28
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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.
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baicho
Senior |
26-May-2026 20:28
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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.
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Neutral_Guy
Senior |
26-May-2026 20:07
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Oopsy.
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baicho
Senior |
26-May-2026 20:05
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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.
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