Posted by michaelwong > 2019-08-19 21:36 | Report Abuse
Tan KW articles is absolutely worth reading thus far .
Posted by (HK1997 again) Philip > 2019-08-21 09:07 | Report Abuse
I understand none of those companies. Or more accurately, I know what they do, but I have no way of understanding those businesses place in the world, hope competitive they will be compared to China, Taiwan and Japan which produces the same thing at a more expensive price.
But I do know one thing, the biggest reason they win those contracts are due to price, not technology.
The main reason they have a low price is because they are using the tax free period given by MITI, which has a time limit.
When that runs out, how competitive will they be? That is a question I have no idea how to begin guessing.
Posted by UnicornP > 2019-08-21 21:25 | Report Abuse
OMG Philip, Vitrox and Penta are the world's top semiconductor machines maker. Their customers are the world's top gadget producers.. They virtually don't have close rivals, but their business is totally dependent on the semiconductor industry. So you must catch the semicon boom at the right time like now.. Simply said, if the world tech industry boom, Vitrox and Penta sure boom.
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
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Posted by 3iii > 2019-08-19 11:16 | Report Abuse
Choose 1 of the 3. :-)