Malaysia EMS sector remain to be on focus and most overhelming sector :
Lim, meanwhile, further said the FDI growth also highlights the crucial role Malaysia plays as a stable regional manufacturing hub, as well as a safe haven for international supply chains amid the continuing trade war between China and the United States.
“Indeed, FDI planned by manufacturers from China rose 410.8% or RM15.8 billion from RM3.9 billion in 2017 to RM19.7 billion in 2018. At the same time, approved manufacturing investment from the United States grew by 184.9% or RM2.1 billion from RM1.1 billion in 2017 to RM3.2 billion,” Lim said.
I crop down partially 2Q19 report that worthy my attention :
Here is my observation , B2 macthed by the invreasing inventory level by double digit. B3 i let you all who has the insides detail and share it here, been heardcfew rumours which still unclarified yet.
page 11 (B2)
However, the Group’s profit before tax in the current quarter decreased to RM4.3 million from RM5.3 million in the immediate preceding quarter. The decrease in profit before tax was due to less favorable product mix and higher operating expenses incurred for the upcoming mass production of new product models.
page 12 (B3)
With the global manufacturing scene experiencing rapid technology advancement in recent years, the Group will adopt automation to optimise the workflow processes to enhance cost-efficiency and reduce the reliance on labour. The newly-acquired land and factory announced in September 2018 will be the Group’s first fully automated manufacturing facility, where RM30 million CAPEX budget will be allocated in FY2019 to fund the purchase of automated machineries and equipment for the new plant. The acquisition has been completed on October 2018. This would increase the Group’s factory land area by approximately 80% from 31,000 square metre (sq m) to 55,000 sq m altogether, estimated additional output of 10 million units of product per annum. The enlarged production capacity and enhanced capabilities would substantially increase the Group’s ability to take on more jobs to sustain the growth momentum going forward.
ME : Hei ! Plus point is :- Cash and cash equivalents at end of the period, incresed by 6.9mil or 22% . 我: 预料EG可以在2019轻易 提升全年盈利表现5-10% 。 原因,2017-2018 被动原件供应紧张的情况2019年不会再重复。 然而,其十月份2018 新购置的隔壁场地 很大程度 可以在2020增加 20-30%的整体表现。
pity VenFx, u wont get recover loss until EG back to RM1++ and your word wish 洗到 0.43 also lie to people what else u can do? kikiki... (remember pay my fees on time)
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 > 2019-03-16 16:41 | Report Abuse
me sold all , 25% lost but managed to get it back from Naim.