Broker Name: Maybank Investment Bank Berhad
Date of Report: November 25, 2025
Excerpt from Maybank Investment Bank Berhad report.
Report Summary
- CPE Technology began FY26 with weaker-than-expected results, as core earnings fell 57% year-on-year due to a key semiconductor customer adopting a just-in-time inventory model, resulting in lower purchase volumes and revenue decline.
- Despite reduced production activity and margin compression, the broker maintains a BUY rating, lowering the target price to MYR0.93, citing optimism for long-term growth driven by industry recovery and resilient demand in wafer fab equipment for AI and leading-edge nodes.
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 : https://www.maybank.com/investment-banking
