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All one mouth eat up...Shortists may not have chance to cover back yet...
Now $0.665 buyer liao..
SmallSmall ( Date: 06-May-2026 13:45) Posted:
$0.665 .... way to go...$0.68 first
easywin ( Date: 06-May-2026 11:21) Posted:
| Wait for pullback to add mor |
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$0.665 .... way to go...$0.68 first
easywin ( Date: 06-May-2026 11:21) Posted:
Wait for pullback to add more
SmallSmall ( Date: 06-May-2026 10:53) Posted:
| New high again $0.66 +$0.05...Stll far from tgt price of $0.9 |
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this Tng chap....can be trusted...l:)
Joelton ( Date: 29-Apr-2026 11:49) Posted:
Tng of CGSI raises ISDN' s target price to 96 cents on resilient industrial automation business
William Tng of CGS International has more than doubled his target price for ISDN Holdings from 44 cents to 96 cents, on the premise that the company' s resilient industrial automation business will see further growth, therefore justifying a higher earnings multiple.
In February, ISDN reported FY2025 revenue of $440 million, an increase of 18% y-o-y, driven largely by its industrial automation business in China. Gross margin for this business segment was relatively stable at 24.3% in FY2025 versus 24.2% in FY2024.
Earnings for the year was $7 million, down 21% y-o-y, dragged by $4.5 million in unrealised, noncash foreign exchange revaluation losses from its hydropower business in Indonesia. Excluding which, core profit for the year was up 26% y-o-y.
Even so, ISDN wants to grow its renewable energy business, with two additional mini hydropower plants scheduled for completion in 2026.
According to Tng, ISDN continues to see broad-based demand for its IA business as factories continue to enhance their capabilities via advanced IA solutions.
The company has also expanded its presence across Asia to capture emerging opportunities from Malaysia and Taiwan amid ongoing global supply chain diversification, he says.
Tng' s higher target price of 96 cents is based on 24x FY2027 earnings, which is 1 sd. above its 10-year average of between FY2017 to FY2026. His earlier target price was based on an earnings multiple of 13.5x, the company' s ten-year average between FY2016 to FY2025.
Besides earnings growth seen to resume in FY2026 to FY2028, Tng believes that this counter will also draw buying interest from Equity Market Development Programme (EQDP) funds.
Re-rating catalysts include higher-than-expected net profit contribution from its hydropower business segment, a faster pace of economic growth in China as it stimulates its economy, and a stronger global semiconductor recovery.
On the other hand, downside risks include weak customer demand if the global economy continues to slow, and potential bad debts as economic conditions worsen.
ISDN shares, as at 11.41 am, changed hands at 61 cents, up 26.04%.
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Wait for pullback to add more
SmallSmall ( Date: 06-May-2026 10:53) Posted:
New high again $0.66 +$0.05...Stll far from tgt price of $0.96
SmallSmall ( Date: 28-Apr-2026 11:55) Posted:
Tng of CGSI raises ISDN' s target price to 96 cents on resilient industrial automation business
 William Tng of CGS International has more than doubled his target price for ISDN Holdings from 44 cents to 96 cents, on the premise that the company' s resilient industrial automation business will see further growth, therefore justifying a higher earnings multiple.
In February, ISDN reported FY2025 revenue of $440 million, an increase of 18% y-o-y, driven largely by its industrial automation business in China. Gross margin for this business segment was relatively stable at 24.3% in FY2025 versus 24.2% in FY2024.
Earnings for the year was $7 million, down 21% y-o-y, dragged by $4.5 million in unrealised, noncash foreign exchange revaluation losses from its hydropower business in Indonesia. Excluding which, core profit for the year was up 26% y-o-y.
Even so, ISDN wants to grow its renewable energy business, with two additional mini hydropower plants scheduled for completion in 2026.
According to Tng, ISDN continues to see broad-based demand for its IA business as factories continue to enhance their capabilities via advanced IA solutions.
The company has also expanded its presence across Asia to capture emerging opportunities from Malaysia and Taiwan amid ongoing global supply chain diversification, he says.
Tng' s higher target price of 96 cents is based on 24x FY2027 earnings, which is 1 sd. above its 10-year average of between FY2017 to FY2026. His earlier target price was based on an earnings multiple of 13.5x, the company' s ten-year average between FY2016 to FY2025.
Besides earnings growth seen to resume in FY2026 to FY2028, Tng believes that this counter will also draw buying interest from Equity Market Development Programme (EQDP) funds.
Re-rating catalysts include higher-than-expected net profit contribution from its hydropower business segment, a faster pace of economic growth in China as it stimulates its economy, and a stronger global semiconductor recovery.
On the other hand, downside risks include weak customer demand if the global economy continues to slow, and potential bad debts as economic conditions worsen.
ISDN shares, as at 11.41 am, changed hands at 61 cents, up 26.04%.
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New high again $0.66 +$0.05...Stll far from tgt price of $0.96
SmallSmall ( Date: 28-Apr-2026 11:55) Posted:
Tng of CGSI raises ISDN' s target price to 96 cents on resilient industrial automation business
William Tng of CGS International has more than doubled his target price for ISDN Holdings from 44 cents to 96 cents, on the premise that the company' s resilient industrial automation business will see further growth, therefore justifying a higher earnings multiple.
In February, ISDN reported FY2025 revenue of $440 million, an increase of 18% y-o-y, driven largely by its industrial automation business in China. Gross margin for this business segment was relatively stable at 24.3% in FY2025 versus 24.2% in FY2024.
Earnings for the year was $7 million, down 21% y-o-y, dragged by $4.5 million in unrealised, noncash foreign exchange revaluation losses from its hydropower business in Indonesia. Excluding which, core profit for the year was up 26% y-o-y.
Even so, ISDN wants to grow its renewable energy business, with two additional mini hydropower plants scheduled for completion in 2026.
According to Tng, ISDN continues to see broad-based demand for its IA business as factories continue to enhance their capabilities via advanced IA solutions.
The company has also expanded its presence across Asia to capture emerging opportunities from Malaysia and Taiwan amid ongoing global supply chain diversification, he says.
Tng' s higher target price of 96 cents is based on 24x FY2027 earnings, which is 1 sd. above its 10-year average of between FY2017 to FY2026. His earlier target price was based on an earnings multiple of 13.5x, the company' s ten-year average between FY2016 to FY2025.
Besides earnings growth seen to resume in FY2026 to FY2028, Tng believes that this counter will also draw buying interest from Equity Market Development Programme (EQDP) funds.
Re-rating catalysts include higher-than-expected net profit contribution from its hydropower business segment, a faster pace of economic growth in China as it stimulates its economy, and a stronger global semiconductor recovery.
On the other hand, downside risks include weak customer demand if the global economy continues to slow, and potential bad debts as economic conditions worsen.
ISDN shares, as at 11.41 am, changed hands at 61 cents, up 26.04%.
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load up!
This stick have be sleeping for a few years already. I remember the last time many put hope on this stock but in the end nothing happened. Where else stock like UMS keep moving upwards
Yes next week maybe good news with volume and price too !
Let see next week any good news the company will announced boh..
So the 96c target once their EGM completed and passed by we all.....usually investors look forward to AI type business just like tech company in US...
This thread has admin link the share price ,good to view the movement of live price during trading hour....and make decision.
Tng of CGSI raises ISDN' s target price to 96 cents on resilient industrial automation business
William Tng of CGS International has more than doubled his target price for ISDN Holdings from 44 cents to 96 cents, on the premise that the company' s resilient industrial automation business will see further growth, therefore justifying a higher earnings multiple.
In February, ISDN reported FY2025 revenue of $440 million, an increase of 18% y-o-y, driven largely by its industrial automation business in China. Gross margin for this business segment was relatively stable at 24.3% in FY2025 versus 24.2% in FY2024.
Earnings for the year was $7 million, down 21% y-o-y, dragged by $4.5 million in unrealised, noncash foreign exchange revaluation losses from its hydropower business in Indonesia. Excluding which, core profit for the year was up 26% y-o-y.
Even so, ISDN wants to grow its renewable energy business, with two additional mini hydropower plants scheduled for completion in 2026.
According to Tng, ISDN continues to see broad-based demand for its IA business as factories continue to enhance their capabilities via advanced IA solutions.
The company has also expanded its presence across Asia to capture emerging opportunities from Malaysia and Taiwan amid ongoing global supply chain diversification, he says.
Tng' s higher target price of 96 cents is based on 24x FY2027 earnings, which is 1 sd. above its 10-year average of between FY2017 to FY2026. His earlier target price was based on an earnings multiple of 13.5x, the company' s ten-year average between FY2016 to FY2025.
Besides earnings growth seen to resume in FY2026 to FY2028, Tng believes that this counter will also draw buying interest from Equity Market Development Programme (EQDP) funds.
Re-rating catalysts include higher-than-expected net profit contribution from its hydropower business segment, a faster pace of economic growth in China as it stimulates its economy, and a stronger global semiconductor recovery.
On the other hand, downside risks include weak customer demand if the global economy continues to slow, and potential bad debts as economic conditions worsen.
ISDN shares, as at 11.41 am, changed hands at 61 cents, up 26.04%.
Question 1
In the Annual Report, ISDN?s vision is ?We?re building Asia?s smart industrial future.?
Can ISDN share with shareholders about its long-term goal in more tangible terms, e.g. does ISDN
aspire to grow into the next automation industry giant (in Asia) alongside multi-billion competitors like
Siemens AG, ABB?
ISDN's long-term vision is to be a leading industrial automation company in Asia, supported by
technological innovation and well positioned to capture the structural shift of global supply chains into
Southeast Asia.
The Group does not seek to become a global Industrial Automation major, but rather a large-scale
complement to global players. ISDN has adopted this complementary strategy because (a) the
Industrial Automation market is large and growing fast enough that there is no need to compete head-
to-head with global majors and (b) it has developed a more sustainable strategy of complementarity
rather than competition with such players.
ISDN?s vision is not defined by scale alone, but by its ability to bring advanced automation technology
to the region and help industries in Asia modernise and compete globally. As manufacturers
increasingly relocate or expand their operations into Southeast Asia, ISDN is building the presence
and capabilities to serve this growing demand at a regional level.
This is already reflected in the Group's actions on the ground. ISDN has established subsidiaries in
key markets including Taiwan and Malaysia, both of which have demonstrated notable growth in
recent periods. The Group will continue to deepen its footprint across Southeast Asia, positioning itself
as the go-to automation partner for businesses building and expanding their manufacturing
capabilities in the region.
Question 2
Has ISDN considered M&A to acquire expertise and access for growth?
Yes. ISDN has used a broad range of corporate approaches to acquiring technology capability, vertical
market presence, and geographic access over time, including:
? Mergers and acquisitions (?M&A?)
? Joint ventures
? Minority or control investments and
? Strategic alliances and partnerships
The Group has developed significant experience in all three areas over time. Generally, ISDN favours
smaller acquisitions where it can contribute significant value to a company. This allows ISDN to:
? Put less capital at risk (compared to a large acquisition)
? Assist the target with growth, thereby increasing value over time and
? Fund such investments with little or no equity dilution to shareholders.
The ISDN investment in NovaPeak Pte. Ltd. (?NovaPeak?) is a good example of this strategy in action.
Through NovaPeak, ISDN has extended its presence into adjacent growth areas including drone
inspection technology, which complement its core industrial automation business and position the
Group for emerging opportunities in Asia.
This disciplined approach allows the Group to manage risk prudently while acquiring access to high-
potential technologies and/or market, balancing the need for innovation with the responsibility to
prudent capital management.
Question 3
Why does ISDN need many different subsidiaries? Is it possible to consolidate the corporate structure
for better focus?
The Group operates as a platform company, generating revenue from a continuous flow of
engagements across a diversified customer base of more than 10,000 customers spanning many
industries.
ISDN?s business scope is large, reaching across geographies, technology capabilities, vertical
industries and customers.
The broad range of subsidiaries allows ISDN to:
? Organise its focus by capability, geography, technology and market reach
? Incentivise leadership teams across its different business offerings (for example: services,
products, components, manufacturing, solutions)
? Providing for M&A, Joint Venture and equity sharing with subsidiaries if needed to
acquire/incentivise/retain companies and
? Compartmentalise risk to reduce exposure for the overall conglomerate.
ISDN has a continuous practice of reviewing its subsidiary structure and consolidating or shutting
down subsidiaries that are not needed or not contributing sufficiently to the Group.
Question 4
Could the Board provide more clarity on how it evaluates and compares the expected returns from
hydropower investments compared to Industrial Automation M&A?
Would a rebalancing of focus towards Industrial Automation M&A provide stronger dividend returns?
The Group is actively pursuing both strategies and views them as complementary rather than
competing priorities.
The hydropower investments target an above-20% internal rate of equity return (?IRR?), and the
hydropower plants completed to date have yielded above-target returns for the Group.
Industrial Automation M&A is unpredictable by nature and is unsuitable as a ?sole engine? for inorganic
corporate growth.
The two approaches are complementary, with hydropower investments yielding high-quality,
predictable recurring, cash-rich earnings at good IRR, and industrial automation M&A providing
access to innovation and market reach, but with some unpredictability. The Group seeks to achieve a
prudent balance between these two complementary strategies for accretive capital reinvestment.Question 5
Apart from providing software to manage data centres, how does ISDN continue to integrate itself
into the AI ecosystem manufacturing e.g data centre manufacturing or AI chip manufacturing?
The Group believes artificial intelligence (?AI?) represents a broad-based growth opportunity across
many sectors and applications well beyond data centres and AI chips.
ISDN cannot realistically manufacture chips or data centres as these are scale industries with
extremely well-capitalised and credentialled suppliers. However, ISDN has been deploying AI
solutions for customers for several years already.
ISDN has a range of capabilities and solutions that it has already developed for AI including:
? Entire AI-powered solutions such as the NovaPeak building inspection business
? AI software solutions for manufacturing applications in quality, machine control and vision
? Sensors and motion control hardware that is required to realise robotics and other AI
hardware applications.
The Group?s diverse, expansive approach to serving AI demand across the technology ?stack? and
across industries should position it favourably to benefit from the global adoption of AI going forward.
As an industry insider, Loke Wai San, who heads investment firm Novo Tellus Capital Partners, is close to the pulse of the tech manufacturing sector. Since 2019, he has spent at least $234 million in past and ongoing deals to acquire strategic stakes in various Singapore-listed tech manufacturing companies, each focusing on different parts of the wider technology and manufacturing ecosystem.
These companies included Grand Venture Technology, a manufacturing solutions and services provider ISDN Holdings, which specialises in making motion control components and Procurri Corporation, which buys, services and resells IT hardware. Novo Tellus also privatised Sunningdale Tech jointly with Koh Boon Hwee, the latter& rsquo s chairman.
Dig out something interesting.
of the various company Novo tellus invested in sgx. Procurri Corporation Grand Venture Technology Sunningdale Tech. AEM.
Only Left ISDN. all the rest already delisted and privaitesd. . Seems like big story coming up for ISDN?
this ISDN very resourceful.
ISDN& rsquo s subsidiary AR Robotics brings in Soradynamics and Trinity as strategic partners to drive robotics and AI business
Drone and AI both in 1. no wonder chiong today. guess tomorrow will be another green candle day.
Drone and AI story.
I guess this will be the next $1 stock. just buy and ride the wave up.
Tng of CGSI raises ISDN' s target price to 96 cents on resilient industrial automation business
William Tng of CGS International has more than doubled his target price for ISDN Holdings from 44 cents to 96 cents, on the premise that the company' s resilient industrial automation business will see further growth, therefore justifying a higher earnings multiple.
In February, ISDN reported FY2025 revenue of $440 million, an increase of 18% y-o-y, driven largely by its industrial automation business in China. Gross margin for this business segment was relatively stable at 24.3% in FY2025 versus 24.2% in FY2024.
Earnings for the year was $7 million, down 21% y-o-y, dragged by $4.5 million in unrealised, noncash foreign exchange revaluation losses from its hydropower business in Indonesia. Excluding which, core profit for the year was up 26% y-o-y.
Even so, ISDN wants to grow its renewable energy business, with two additional mini hydropower plants scheduled for completion in 2026.
According to Tng, ISDN continues to see broad-based demand for its IA business as factories continue to enhance their capabilities via advanced IA solutions.
The company has also expanded its presence across Asia to capture emerging opportunities from Malaysia and Taiwan amid ongoing global supply chain diversification, he says.
Tng' s higher target price of 96 cents is based on 24x FY2027 earnings, which is 1 sd. above its 10-year average of between FY2017 to FY2026. His earlier target price was based on an earnings multiple of 13.5x, the company' s ten-year average between FY2016 to FY2025.
Besides earnings growth seen to resume in FY2026 to FY2028, Tng believes that this counter will also draw buying interest from Equity Market Development Programme (EQDP) funds.
Re-rating catalysts include higher-than-expected net profit contribution from its hydropower business segment, a faster pace of economic growth in China as it stimulates its economy, and a stronger global semiconductor recovery.
On the other hand, downside risks include weak customer demand if the global economy continues to slow, and potential bad debts as economic conditions worsen.
ISDN shares, as at 11.41 am, changed hands at 61 cents, up 26.04%.
You mean Have Not Sold enough ?
Anyway, I not vested anymore in either direction.
ysh2006 ( Date: 28-Apr-2026 09:46) Posted:
But why last few day when ISDN said it ventured into AI and Robotic business analyst don' t upgrade ? have not eat enough yet ?
SmallSmall ( Date: 28-Apr-2026 08:59) Posted:
| I heard New Target price double ? $0.96 CGSI |
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Quite obvious right? Analysts also humans ma.....If you are an analyst what will you do?
ysh2006 ( Date: 28-Apr-2026 09:46) Posted:
But why last few day when ISDN said it ventured into AI and Robotic business analyst don' t upgrade ? have not eat enough yet ?
SmallSmall ( Date: 28-Apr-2026 08:59) Posted:
| I heard New Target price double ? $0.96 CGSI |
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