Hehe but i m not sure Eg.... I sold all my eg long time ago. You guys look formidable, can use the figure and and data to analyse this counter.... What I know is eg doing many pcba for western digital (other main client like flamingo and so on I m not familiar) , they also own smt technology in Tebrau jb and I heard they are currently supply some pcba to client " D" indirectly (either vs or skp). Either they are now ready to be the maincon or not is still a question mark. With Denko is now control by Mr Foo, the rule of game maybe change.....
Got many insightful materials, Foo & T.t. same Singapore biz entrepreneur, May practice 'u help me i help you' perhaps ? SMT production line very costly, if EG not secure a long term contracts from some big brand.. i dont think Alex dare to bet all their capital there.
Anyway, EMS from North America already too huge , Home front Ems player should gather together to get for a bigger pie out there. Malaysia particulary in Penang always ready with the Pool of Talents. Miti should encourage this sector players to go BIG and higher level.
I see Epf's funds recently keep buying few Ems players including EG ... Epf may has certain message and roles in this industry.
Pcba is a way to attract for more Box Build contract. I see EG use every resources they have including recents Right for Funds to add another 1 more SMT line. They are serious into Pcba , i see profit from Pcba slightly better than the PCB alone... in the meantime That prepare Eg to grab more Box Build thats the real aim behind all this.
Venfx, i was frm this line before. I even sit beside those supply chain plp to plan for forecast. I know how hard to make client "D" happy. Frm my point of view, I only can tell you in term of Business and process for oem. Epf and other institutions for me is just a bonus. Let see how this eg grow......
Eg at least capital plan wise, for the next 2-3 yrs wont be an issue, After this round fund raising, they should be able to focus better on production and R&D , of course with more Box Build in near term .
I wonder how a small modern Mcdonald kicthen can produce how fast and accurately bade on the individually order. In Ems nowadays , they better engineer one sophisticated modernised kitchen like Mcdonald... that may need Vitrox specialist again.
Yaa, Eg had set aside certain funds to purchase some 3D measure tools & printer also, this say they are now give more attention in plastic moulding and component as well. I guess this help complete the prototyped model and in the meantime can produce more accurate products with less defects.
Lappier811, Since u are in this line before, Could u tell a bit how good this industry keep their trade secretly during production and till shipping out the products ? Is there a way that could spy in to get their info ?
Venfx, suggest you make an appointment with Alex Kang and interview him in his plant in SP. Frm interview, you may find out more and tally back what you had believe and guessing so far. To be frank, I don't like a company keep asking money frm investors...that y I sold all my eg... It is just my personal view. You may carry on your investment and adventure in this egg. Forgot to tell you, I m in UK now... You should go to bed at this time since it is now 11pm in Malaysia. Good nite.
The overall market sentiments that counts not about the stock performance is one closely monitored. The market is loosing out of steam of momentum and most of my stocks investors old timer investors was badly hurts by this current sentiments . The stocks have been ripping for several days with weak rebound and greed might land you to lost big and not to blame others. Thnks bro !!!
apa lobang can u all see in this counter? why so active suddenly? i saw nothing special especially big shareholder only holding 3x% of the total share. what do you expect?
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....
VenFx
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Posted by VenFx > 2017-11-14 17:11 | Report Abuse
Hope Lappier811 could share more for OEM here , appreciate your knowledge very much.