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20 comment(s). Last comment by stockmanmy 2017-04-19 01:59

VenFx

14,784 posts

Posted by VenFx > 2017-04-18 14:24 | Report Abuse

FB Bro,

our Klse lift double sword with 'The Tech' at left and Construction at the right .

Tech wont stop , untill we see Inari at $5/ (yaa.. crazy tot) :)

VenFx

14,784 posts

Posted by VenFx > 2017-04-18 14:28 | Report Abuse

EMS plot for variety of choices are :

eg. [ PIE / VS / SKPRES / BSL / DENKO / COMCORP / ROOSTER EGgs ]

guesss which is the " Future Explosive " One :)

VenFx

14,784 posts

Posted by VenFx > 2017-04-18 14:48 | Report Abuse

From their Clienteles can tell a little, with the funds emerged.. the counter can swing furthur their strenght with it... i'm speculating or rather make wild guesses only:)

" EG is the one, but currently it is a superb laggard "

Some are backed with strong shareholders, some are highly cap for playing yoyo , some one to do their job seriosly but need a little help from prominent investors .. let see how things evolved .

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-04-18 14:54 | Report Abuse

I guess that sums up the whole thingy.


but rather than EG, wouldn't Vitriox be straight to the point?

chip is chip

consumable EE and assembly is different.

if I buy tech, I will buy Vitriox...straight to the point. In the spirit of the article.




===================================
our Klse lift double sword with 'The Tech' at left and Construction at the right .

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-04-18 15:02 | Report Abuse

the risk is I get the cycle all wrong....ending up buying at the top.

but what the hell......

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-04-18 16:14 | Report Abuse

ven

go tech
go all the way
go with Vitrox.

VenFx

14,784 posts

Posted by VenFx > 2017-04-18 19:29 | Report Abuse

Great chat with Fb & manmy here...
Manmy u got your point, the route can still spin a while..

But, in Ems I love for where it is now it give me mkre time frame to accumulate. Most importantly, I hv the bottom taken care off.

Ems, any of them could be the sparkling one soonly.

VenFx

14,784 posts

Posted by VenFx > 2017-04-18 19:31 | Report Abuse

I do hope EG can seriously look into the driverless car sensors....

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-04-18 19:57 | Report Abuse

Unisem went from $ 4 to $ 40 and down to $ 1.
normally I don't like chips and tech stocks.
we outsiders will not know the cycle until we lost a bundle.

but somewhere in the article, it suggest IOT and 4th generation manufacturing means Vitrox will not be cyclical...and they are going on expansion mode. Vitrox has a very interesting web site on their activities.

ViTrox Campus 2.0 | 2017 Global expansion to creating advanced technologies and quality. Together to be ViTroxians? Get started here We are hiring for global expansion Be Challenged . Be Inspired . Be Great Advanced 3D X-ray Inspection System (AXI) Superior AXI Solution for SMT Line.Advanced 3D Solder Paste Inspection System (SPI) Superior SPI Solution for SMT Line. Turn Your Idea into a ViTrox Platform Track in Design Competition Connects the inspection machines in SMT lines to monitor their performance on a real-time basis.
Automated Vision Inspection Solutions

all about AI and automated manufacturing. ...surely the trend for the future.

VenFx

14,784 posts

Posted by VenFx > 2017-04-18 20:05 | Report Abuse

Fb sifu very sharp, juz material disclosure from Alex Kang is way too limited.

Jhm into exterior Led for automotive
Eg into driverless sensor :)

VenFx

14,784 posts

Posted by VenFx > 2017-04-18 20:15 | Report Abuse

Things still unclear yet FB bro... need more input to justify that.
While many prominent sifus has left EG ...

VenFx

14,784 posts

Posted by VenFx > 2017-04-18 20:20 | Report Abuse

Tapping into Flic wireless sensors will advance Eg to penetrate into the Driverless sensor area.. it is again a highly barrier sector.

VenFx

14,784 posts

Posted by VenFx > 2017-04-18 20:26 | Report Abuse

Haha, it's good to talk the Rooster story with u, FB sifu :)

VenFx

14,784 posts

Posted by VenFx > 2017-04-18 20:34 | Report Abuse

Me only 大胆假设 小心求证 :)
Hope to hear more progress from Alex Kang in Driverless Sensor.

moneySIFU

5,864 posts

Posted by moneySIFU > 2017-04-18 20:43 | Report Abuse

I didn't join the tech party because I am having difficulty to understand those tech terms, this is the area I really need to catch up.

VenFx

14,784 posts

Posted by VenFx > 2017-04-18 20:44 | Report Abuse

Jhm get 2-3 years to build whole new plant line to capture the new project and obtained necessary certificate ... they started it somewhere 2013.

Eg has draw the start line starting from end f 2014, They know acactly what they are trying to achieve. .. 2018 shud be the blossom year ...

VenFx

14,784 posts

Posted by VenFx > 2017-04-18 20:47 | Report Abuse

Me also a knowing tech little, hope through forums here can learn fast and quick...
I'm looking from the angle of the Urge of Modern living tech ...
Back to the topic, too rare info from EG.

moneySIFU

5,864 posts

Posted by moneySIFU > 2017-04-18 20:54 | Report Abuse

I know steel, construction, chicken & now coffee, but always confused with USB & UBS.

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-04-19 01:55 | Report Abuse

I read the Vitrox AR and keep wondering how did 3 USM graduates out compete against the Japanese, Taiwanese and Germans in their core business.


I think this is a great company.

a fascinating AR.

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-04-19 01:59 | Report Abuse

Vitrox AR shows Malaysia has very talented people.

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