Buy

hihi..game begin.

Game Over.

唯一提醒人們的，只有一張輕描淡寫的新聞稿。去年十月十四日，鞋子品牌Nike宣布跟美國電子代工大廠偉創力策略聯盟，要革新製鞋的供應鏈。

無獨有偶，兩個月後，阿迪達斯（adidas）宣布要取代人工，用機器人在德國製鞋，預計設立兩座快速工廠（Speedfactory），聘請一百六十位工程師。

直到今年上半年，耳語，才在台灣鞋業聚集的彰化稻田裡大量傳開。原來，已經有不少中部鞋代工廠與鞋材廠接到Nike通知，要把機台與原料送進墨西哥，一群群台灣代工廠高層「奉命」到墨西哥，把經驗傳承給偉創力，教他們如何用機器人生產出跑鞋。

大廠拋棄人工，轉做自動化的速度遠比想像快，九月二十三日，阿迪達斯再透露，已由其快速工廠生產球鞋。對台灣鞋業，甚至是製造業，這是極大警訊。

鞋業，是製造業中勞力使用最密集的產業，一雙球鞋要產出，要四百人碰過，複雜度比手機高，一支小米手機生產只需要經過一百個人力。按理來說，這應是最難被機器人取代的產業，但竟在此時最先被革命。
更讓人意外的是， 從Nike到阿迪達斯，這群大廠發展自動化，所挑選的新合作夥伴名單，竟未見台商蹤影。新競爭者從不同角落冒出：如曾經是幫戴爾、摩托羅拉生產手機的電子代工大廠偉創力；如，原本只是幫維多莉亞的秘密生產胸罩的維珍妮國際；如，幫蘋果做面板清洗設備的德國設備商亞智科技（Manz）。

台商擅長的管勞工能耐，頓失優勢

「傳統鞋業，很危險」，Under Armour（UA）創辦人普朗克接受本刊專訪時，不客氣的說：「我們產業實在是太懶了，永遠在追逐低價的人力，是時候該『破壞』這樣的供應鏈流程。」

他說，大廠已決意擺脫，因為低價人力而只能在亞洲生產的限制，將一次破壞百年的遊戲規則。當鞋子生產都能被機器人取代，台商最擅長的工廠勞力管理優勢，價值被嚴厲挑戰。一位有三十年經驗的鞋業大廠高階主管推算，台灣鞋業不會消失，但若不升級，獲利將會折半。

國際勞工組織近期就提出警告，未來二十年內，五個東南亞國家超過半數的工作人員，將面臨著機器人生產帶來的高失業風險。從服裝到汽車製造業都難逃風暴。今日鞋業的問題，也同樣適用於台灣其他的製造業。

根據統計，製造業一年貢獻台灣約三成的GDP， 受雇人口約占台灣二四％，當製造業的競爭力不再，台灣損失的不僅是工作機會，股市市值、稅收、因外銷收入帶動的國內消費，都將被連動。


invest in future and not invest in past life.

Ya right, do you know Adidas and nike are shifting their order from china and back to US manufacturers? Why? Go google and search for the latest trend.

0.79 on the way. mua hahaha

you should ask them why end the show so fast and sold out on 26/9/16. mua haha

their cash flow is so healthy with annual rm50M bonia just keep buying properties and most of their properties not revalue since 1998. this gem is worth at least 1.20.

koon bee u no better than calvin, remember comcorp?.

I think enough talking but to push cscstel price to 2.10 fast else.....

dream on thinking palm oil in bull market, it is dropping till end
2017

Buy!

many stucked in this stock since 2014...fun to see tomo action.

To Mr koon and OTB, just ignore those jokers lah, they are very happy when you two are irritated by they their stupid comments. so just ignore them.

I support OTB and Mr Koon.

Continue Buy!

mua hahahaha.... Continue Buy!.

Buy! breaking new high again.

Buy!. Target 1.62.

Buy!

Buy!

those holding VS die hard loh....earning drop so much.

just remember why you bought it, not because of KYY ask us to buy but because at Ev/Ebit of 5.2 and earning growing at over 20%, the stock price can only go up. any correction is a good buy to top up.

cut out all the noises, continue Buy!

follow big sharks, all sharks already cabut u wait for what? wait for miracles?

Buy!

Buy! before it explode.

Buy!

because he felt so stupid he sold it so early loh.

continue, Buy!

Breaking new high, higher and higher. mua hahaha.

mua hahaha.....joke of the town, 6.2x to 7x is only 10% return....good laugh.

Latest Adjusted Target RM6.25.

Buy!!

Buffett has said that he will generally pay 7x EV/EBIT for a good business that is growing 8-10% per year. and at 2.38 stock price, you are paying less than 6.2 x Ev/Ebit for a good business that is growing 20%-30% per year.

mua hahahaha..... Buy!

Don't worry, you can recover your losses by switching to MBSB at 0.915, and you can use the extra money left to go pub and drink kau kau..mua hahaha...by end of the year you already got back 1.36. dt thank me, thank chua ma yu. mua hahahha

Buy!

again, BUY!

talk so much, just sell Icap and let him tutup kedai.

mua hahahaha....2.37 on the way

all die standing..koon bee is one of the culprit in this scam. beware when he ask u to buy or top up.

Buy!

u buy, I will support you when OCK break 0.90.

cantik 15% profits buta buta. tq tq. Masteel the best. mua hahaha

Buy! Target 4.60.

because....I love it. mua hahaha.

so the price of CRC is uptrending, does it matter? no. Stock price matter though.

why Gan selling his shares now, of course he will sell some lah now all hot hot push up the price, he already waited sooooo many years mah.

but more bullish news is, the market in fact absorb all his shares and the stock price still edge up. this is a very good sign.

3.60 on the way. mua hahahah..

and those sour grapes will tell you cs stock price too high already and better go buy masteel as affordable and NTA is 2.50 while stock price only 0.895 and dt worry about its intrinsic value which is ( - 1.56 ) as it will start to make money to repay all the debts which is over few hundreds millions. mua hahaha..

his nick name already tell who he is, so stupid. why u all even more so stupid to listen to him leh...mua hahahha..

yes, far better than cscstel, Masteel IV is ( -1.56). : )

who say comcorp lausi? stocks that make us money is always good stock. it is lousy only for those who lose money loh. Comcorp, the best in 2016 after thheavy, airasia, and many more. mua ahahahah

koon bee will soon be the largest shareholders of comcorp...mua hahaha...

sitting on paper loss??? wah, so easy trade still sitting on paper loss? stunning.

mua ahahah...who cares what u liked.