Broker Name: Maybank Investment Bank Berhad
Date of Report: November 25, 2025
Excerpt from Maybank Investment Bank Berhad report.
Report Summary:
- CPE Technology (CPETECH MK) reported weak 1QFY26 results, with core earnings down 57% YoY and revenue falling 13% due to a key semiconductor customer switching to a just-in-time inventory model, leading to reduced purchase volumes and margin compression.
- Despite the weak start, Maybank remains optimistic about CPE’s mid- to long-term outlook, expecting demand recovery in line with the semiconductor industry cycle. Earnings forecasts are lowered by 4-10%, but the BUY rating is maintained with a revised target price of MYR0.93.
Above is an excerpt from a report by Maybank Investment Bank Berhad. Clients of Maybank Investment Bank Berhad can be the first to access the full report from the Maybank Investment Bank Berhad website : www.maybank.com/investment-banking
