There is a estimate that China Electronics export to USA is around US$250billions, mostly International Brands. This huge group of Companies are moving out of China into ASEAN region because labour cost here is still low compare to Mexico...average mexico workers $1000/month If KPS is not a major beneficiary of Plastic Injection, i will be very surprised
the industry migration out of china bod well wth msian recent investment incentive ....potentaily will bring alot of investment....but as far as global economic is concern likely deep recession will be coming soonner or later which may perlong for 3 to 4 years..so the current global stock mkt goreng to me is really hot air mkt where by funders and investors gaming to exit/cash out their position and buy back cheep2 in future once the major bear cycle coming in at the market fire sale ....base on 1993 the up cycle wil take about 16 months before mkt tank...so good luck guys....
why you afraid price going up / manipulated? Shares bought are Not release back to the market. That is why price keep going up. New majority shareholder wants in
chkhooju, u r entitled to your opinion and i m entitled to mine...in this forum everyone is free to say watever he/she wants....you will be extremely stupid to make an investment decision just based on someone/s comment....whether i m talking rubbish or not..in a month's time we will know...
You have been saying such nonsense for months. What has had happened? Nothing. It's just to please yourself, bagi syok sendiri sahaja. Hence if you don't have any material facts, please keep quiet.
Tik-Tok has started the biggest migration of Tech-Firm into ASEAN to escape TRUMP's Tariff and " No Made-in-HK " mandate in Sept 2020. Another Hundred of Billions of Investment from American, Japanese, Korean from Southern China will follow soon, Not including 100's of Billions of HongKong factory Investment ----trying to flee China Iron Grip on HongKong Democracy...
Where can these High Tech Firm go, if not into ASEAN region? Electronics Gadgets are Not just nice plastic Cover, you need high Ends electronic Chip/IC. And which countries can supply these Chips beside Taiwan, Korea And Japan---The Option is actually very Limited
There are 3 Countries that provide Manufacturing facilities to Escaping Tech firm from China, Malaysia, Indonesia And Thailand (Singapore Lack Cheap labour ) Anyway Apple already moving into Malaysia, where Foxconn ( Taiwan Apple Mobile Sub-Con) locate their manufacturing Factory in Malaysia is not disclose yet )
Regardless how you see it, KPS will be the main plactics Injection Beneficiary in 2021 with factories in Southern China, Malaysia (biggest) And Indonesia
When more Tech-Firm moves into Singapore Or Malaysia, Carton Box consumption will jump. KPS owned Century Bond (JV China Honda Printing) has a Carton Box factory in Johor Baru
Century Bond manufactured corrugated box Raw material bcos they produce Cement Bag. So Century Bond Johor factory actually has Cost advantage over other carton box factories
From what i understand from above, looks like All Chinese Tech Giants (ByteDance, Alibaba & Tencent ) will be dumping 10's of Billions into ASEAN 650mill population...bcos they can no longer invest in USA, UK, India and Australia....KPS 5.0 in making based on Plastic Injection and Carton Box only
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....
SinGor
4,925 posts
Posted by SinGor > 2020-09-04 13:58 | Report Abuse
There is a estimate that China Electronics export to USA is around US$250billions, mostly International Brands. This huge group of Companies are moving out of China into ASEAN region
because labour cost here is still low compare to Mexico...average mexico workers $1000/month
If KPS is not a major beneficiary of Plastic Injection, i will be very surprised