A matter of facts is there are different perspective & competency between the vertically integrated EMS providers with the one who only do pcb.
There are amongst v.i. EMS players who oitshined most incompetent pcb players... the winners goes to thise whom being able to ramp up its position of the value chain.
Amongst whom are doing greatly : Ataims vsi jhm skp uchitec eg pie kps
Those who not being able to move up their rank : guh salute bslcorp
In EG segment : 1. pcb assembly ranked up with its new sophisticated line in 2017 which has contributed 82% of annual revenue. 2. While Box Build to contribute the remaining... which will ramp up in big way by 2H2019 once mitigated the micro components supply tension. 3. Forex sensitivity: every 5% strengthening will increase as much as $800K net profit, plus advantages to secure more contract. 4." Wireharness "should be the next new generator machine to EG given the overhelming demand from automotive sector. 5. Geographical advantage, EG has its Thai unit which is on the stage to process to be listed in Mai market.
*** EG has its Growth Capex that already utilised by $97mil. And another $90mil ready to be implemented by 2020 and 2022. Thats will warrant a steadily growth and continuing of ramping up the value.
There will be a complete changeover to EG fortune once Trump tariff takes effect. Margin will improve tremendously , me bought it 10days ago just because of this and nothing else. Just wait and see
Posted by Ooi Teik Bee > Aug 31, 2018 11:36 PM | Report Abuse
Posted by VenFx > Aug 31, 2018 11:34 PM | Report Abuse
TOM only good in posting hates & rubnish garbages sampah .
Tom never even contribute any recommendation in I3. Curse people everyday is his capability. Never feel shame, this tin kosong. So good, compete in I3 stock pick competition and win the champion.
Won't drop anymore la, trend also in up side . This is just short period sell down from big player to collect low. Malaysia sure is winner in this trade war. If go to 0.45, koyak lor, all die together. Make it downtrend will no value added for those big player as they buy in more than 0.45c
Let's financially result and share price reflect the real situation. Client D is shifting something to V company. Hope SG can get something, but looking at current scenario... Look like not much surprise.
Chenese company start buying local electronic manufacture unisem. later all EMS in Malaysia will be taken up by chinese company resulting from Trump tariff
I think you are born loser....rojakmee I just give short term TP 0.45, everyone has their own view, if you dislike the view then just ignore it....it is as simple as ABC, isn't it?
Chenese company start buying local electronic manufacture unisem. later all EMS in Malaysia will be taken up by chinese company resulting from Trump tariff
Chenese company start buying local electronic manufacture unisem. later all EMS in Malaysia will be taken up by chinese company resulting from Trump tariff
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....
rojakmee
1,210 posts
Posted by rojakmee > 2018-09-08 23:32 | Report Abuse
I dont think Tom can purchase at 0.45 because it will not reach that level , its either now or never