Cimbnet..
EG so called getting into box build business is just merely target segment. Whether successfully bring in box build customers is another story. Don't believe in the CEO cheap sales talk. Bragging about FLIC and Tramigo as high volume box build business, they are not true; don't get fooled by EG just because they can distribute and sell Tramigo products recently. For a big company like EG to sell product to end user or high volume trader, they must be in desperate position as an EMS provider, don't tell me that this is their so called VI+ nor arguments of how great their business team is. For IPC, the status of obtaining is vague. Whether it is under process, disapprove or even temporary sanction to apply IPC is unknown. They had talk about IPC for years. Hence, such an unstable company will be negatively hit due to market volatility.

We do business is to make profit. What is the worth of hitting RM1b if your profit is so thin? Don't think that their employees will get desire bonus with this kind of disgraceful profit.

The only fact that why VenFx fight so hard for this counter is perhaps he is that CEO. Or someone he hire to promote this counter. So delusional! Really not sure what their chairman thinking also. Disgraceful.

VI+ means distribution, while VI doesn't involve distribution? The simple theoretical concept of VI had been already putting distribution as major element, which in supply chain we are referring it as forward vertical integration. This is why their C Suite are never creative and of low knowledge. Looking at their C Suite, particularly EG Production Director,not to discriminate, but how come someone with Diploma can be director?

"For sure customer profile are not WD and Dyson" referring to the customer base they have for their plastic injection moulding business. Yes, they are doing box build for WD, but now with few WD model that use to manufacture by EG already EOL, their box build production space according to their staff, is left empty. Talking about FLIC, to be frank, it is not being mass produce as per what they brag in the news. Both EG and FLIC are over confident on the world smartest button thing, well, it's ended as a dumb button. EG business, while waiting Dyson awarded project to them to EOL, with no new model for EG in future, as well as WD high volume but thin margin, both of this customer down, means EG will fall as well. Other customers they have, are too small to sustain their business.

Vertical integration in EMS is no longer a new thing, in fact, it is what the big player in EMS that had done it late-90s'. Making VI or VI+ (no significant differentiation than other EMS VI) as strategy is old fashion, as VI is the integrated service, both backward & forward that all EMS must have in the era. Competing with competitors with its VI+ could not differentiate EG with competitor nor strengthening its corporate positioning. In fact, technological imperative and capability is what EG competitors are doing now, and is what customers are looking for. How could they even build SMT City with current technology they have, highly manual, warehouse record keeping using bin card etc. I agree on plastic injection moulding business they have, but with current EG sale force that is grossly incompetent to develop the business for its sustainability; who are their customer profile? Whoever it is, for sure they are not WD nor Dyson. Again, back to the question, what is significantly differentiate themselves with a + behind VI? They are putting it for the sake of putting it. They are just delusional C suite.

Cimbnet, ask fei zai ceo n the cfo la

http://eg.com.my/attachment/EG%20Industries_Flic_PR_Final_160523.pdf
m.thesundaily.my/node/323458

All tis contract bags by eg, r talk only, even their staff laugh at tis 2 customers. Press release amount r way 2 far frm actual.

What is the proof of eg increase production cap for Dyson?

Venfx, dyson还有别个ems在菲利宾，比eg 大很多倍，可能慢慢移去那边了。

很光荣地跌，跌到地上去。Box build 只是空盒一个吧。

Share price 連飛機場都不能比他平

Agree with you Vin Chuah, very boring......typical EGoreng style, after goreng will back down to normal.