Posted by VenFx > 2019-05-10 06:26 | Report Abuse

SSDs vs HDD

EG will have huge weight from SSDs with Quanta Storage JV.
Plus, the gap pricing has much narrowing down by now.

Lets check it out!
https://www.google.com/imgres?imgurl=https://www.enterprisestorageforum.com/imagesvr_ce/3985/SSD-vs-HDD.jpg&imgrefurl=https://www.enterprisestorageforum.com/storage-hardware/ssd-vs-hdd.html&docid=V0Z0ZFrYHhZm7M&tbnid=3FtjUZCuQ6htDM:&vet=1&w=575&h=574&source=sh/x/im

Posted by VenFx > 2019-05-10 06:41 | Report Abuse

Better Value Play: Western Digital Corp. or Seagate Technology PLC?
https://www.fool.com/investing/general/2016/05/06/better-value-play-western-digital-corp-or-seagate.aspx

Posted by Roger Lim Tau Kiat > 2019-05-10 08:25 | Report Abuse

venfx,penang除了wd, seagate还有那一些公司生产ssd?
我google了一下，去年尾开始western digital开始在penang做ssd.

Posted by Tom > 2019-05-10 10:24 | Report Abuse

Nobody interested to know how good this madam venfx is, because she is already a god, lol

Posted by VenFx > 2019-05-10 11:02 | Report Abuse

Hi ! Roger,
Maybe u can do searching from this link.
http://www.storagesearch.com
Falling NAND prices will drive PCIe SSDs to 50% market share in 2019
Cloud storage & SSDs will collectively eat up the traditionally HDD market.

Western digital in Malaysia has good geopolitical benefit compare with other SSDs leaders like seagate.

Posted by klmly2 > 2019-05-10 19:03 | Report Abuse

这个年代，相信应该只有三四十岁以上的人士还用ssd这种落后的科技。

Posted by Tom > 2019-05-10 20:37 | Report Abuse

小陈 a.k.a klmly2 a.k.a spygame... ssd会在几年后被新产品取代就不懂了，不过请你不懂就别乱说话，免得被人笑掉牙子啊，lol

Posted by klmly2 > 2019-05-10 23:09 | Report Abuse

很简单的算术啊，90后的人，每十个人里有多少还在用ssd的比例，做一做调查就知道了.
没在用的9比1？还是10比0？

Posted by klmly2 > 2019-05-10 23:11 | Report Abuse

结论还是一样，EG前景是没的啦，只可以靠炒风炒热，之后就会打回原本

Posted by VenFx > 2019-05-11 01:40 | Report Abuse

1。Posted by klmly2 > May 10, 2019 7:03 PM | Report Abuse 
这个年代，相信应该只有三四十岁以上的人士还用ssd这种落后的科技。 
ME : 吖 ! Are you trying to make a joke ?

2。结论还是一样，EG前景是没的啦，只可以靠炒风炒热，之后就会打回原本10/05/2019 11:11 PM
ME : 有炒过吗？2015年 才算是炒 好吗？

Posted by VenFx > 2019-05-11 10:26 | Report Abuse

SSDs will be capturing a market vol. with CARG 15% of usd 17bil. from 2017 - usd60bil. By 2023 
With WD ranked top 8th in the world, and its biggest facility in the world in Penang 
The Big Picture and the Long Vision is very clear.

Posted by Crash123456buiA > 2019-05-11 11:48 | Report Abuse

EG old CEO 炒Rm13...
New CeO Mr. Wong fck off, no 炒

Posted by VenFx > 2019-05-11 15:25 | Report Abuse

(Quanta Storage jv EG联盟，之我思我写)
EG这一次 联盟， 
通过自己的 基石/强项 作为出发 
和 EG 内部之前资金良好掌控 
EG 未来的路， 牛逼 了。 

这次的借力，时也机也。 
或较贴切的 说法
Quanta JV EG 可以说是 互补与双赢 !
可以共创共享未来 更高的 的可能性与成果。

When connecting each punch, you are unbeatable. 
Hip Hoop Hurray, EG !

Posted by VenFx > 2019-05-11 15:44 | Report Abuse

说到重点去
相信EG接下来 会通过quanta旗下techman
将其4.0automated新产房 组装协成robotic arm
以便可以 更灵活调整 产线 和 快速在zero defects 生产极大化。

利润因而 更好
订单也可以 更快速交货，
Inventory 可以更底些。

Posted by Roger Lim Tau Kiat > 2019-05-11 17:02 | Report Abuse

我其实有在推算这样的一个结合可以赚多少？
ssd在马来西亚和泰国，每年的出产应该占到全球的40%.
Penang有seagate, micron, wd，其它的我就不知道了
2020年ssd预测有usd250亿的产值，马币1000亿。
40%在马泰就400亿。
400亿的份里面，以quanta实力得到30%的估算，就120亿
120亿再-乘以1%净利等于12亿
一人一半就6亿的净利贡献给eg
请问这样的预测，对吗？或是很蠢。呵呵呵呵呵

Posted by Roger Lim Tau Kiat > 2019-05-11 17:06 | Report Abuse

我对电子行业真的不了解，只知道这家公司价低，有前景，只是等时机看他表演，果不其然，来了来了

Posted by VenFx > 2019-05-11 18:52 | Report Abuse

大哥 如果按照我 手上的推算   
Usd17000百万xrm4.00 x 30% x 20% x 1.5% x 49%   
=Rm29.999mil 净利润。  

这个目标 需要3年逐步迈进的。  
以目前 双方资金4.0mil到位， 
相信会有后续资金跟进吧!

以上 目前只是 猜测而已。不必当真 !

Posted by VenFx > 2019-05-11 18:57 | Report Abuse

第一批 试运性订单，
最快也要2019年尾
有着落 吧!

Posted by Roger Lim Tau Kiat > 2019-05-11 19:27 | Report Abuse

我预测最快也要明年2月尾才会看到有出色的财报。不过只要有一次关于ssd业务的财报，一堆分析师就会推算了的。不过那时再买进的股价已经没有肉了。
这次跟quanta的合作，是eg提供wd的订单合约以及现有厂房和人力资源，来换取quanta的制造4.0和机械手臂的技术。
这个结合再往下延伸，还有很多其它订单可以期待。。。

Posted by VenFx > 2019-05-11 21:14 | Report Abuse

2016HHD年产量有x400mil件
Western digital占了40%。

EG第一间4.0全自动工厂，可承包产量 10mil件 。
不知道 EG会不会陆续让其它 生产线全自动化。

Posted by Crash123456buiA > 2019-05-12 10:04 | Report Abuse

EG 最高rm35, 现在新老板，最多也炒到rm1.
我买了20可k, 0.45, 赚不了多少，要换去 Lay Hong....

Posted by VenFx > 2019-05-12 12:52 | Report Abuse

Top 3 Us Tariff punishment targeted over merchandise of China.
1. 信息设备
2. Pcb电脑点路版
3。sensor
EMS providers out of the dispute zone ,are to be benefitted.
The impact is going to be huge .

Manufacturing sales up 5.7% in March 2019
SUNBIZ /10 MAY 2019 / 17:14 H.
https://www.thesundaily.my/business/manufacturing-sales-up-5-7-in-march-2019-HM860876

Posted by VenFx > 2019-05-12 15:08 | Report Abuse

The crossover of (SSDs vs HHD), 
actually happened in the second 2017 quarter. 
The booming is just started ! 
https://www.google.com/amp/s/www.theregister.co.uk/AMP/2018/02/28/cros... 

NOTE : 
1.The projection shows SSD capacity, at 802EB in 2021, is still less than half the HDD capacity shipped; 1,830EB. 
2.Total revenue as 4Q2017 from SSDs will surge from Usd$17B.to $60B.by 2023. 
3. WD able to share a 16% global supply as on 2017 make it ranked world Top 3 after Samsum & Toshiba.

Posted by Tom > 2019-05-13 12:42 | Report Abuse

订单再多，假如 profit margin 更少，也是没有用的。。
这个道理怎么还是没有人想懂

Posted by Tom > 2019-05-13 16:53 | Report Abuse

edit:对不起啊，我猜应该是喜欢delete comments 的 venfx 所说的话
差点误会是god小陈

Posted by Tom > May 13, 2019 4:29 PM | Report Abuse X

你才自相矛盾好吗，小陈 a.k.a klmly2, lol
小心别被人家看笑话啊，lol

Posted by Tom > 2019-05-13 16:55 | Report Abuse

最近的 god venfx 和 god 小陈 那么喜欢 delete comments，看起来爆笑十足啊，lol

Posted by Lappier811 > 2019-05-15 23:24 | Report Abuse

https://www.enanyang.my/news/20190515/%e4%bb%8a%e5%b9%b4%e5%87%ba%e8%b4%a7%e9%87%8f%e6%96%99%e8%85%b0%e6%96%a9br-%e4%bc%a0%e7%bb%9f%e7%a1%ac%e7%a2%9f%e8%bf%88%e5%90%91%e7%81%ad%e4%ba%a1%e4%b9%8b%e8%b7%af/

Posted by VenFx > 2019-05-17 21:41 | Report Abuse

展望今年PCB產業 聚焦六大風向球
https://money.udn.com/money/story/5612/3818415

Posted by Roger Lim Tau Kiat > 2019-05-18 22:00 | Report Abuse

eg站在巨人的肩膀上学习前进。
马来西亚这里有世界级的客户，micron, wd, seagate等等，引来世界级的广达，这是必然的结果。
最难能可贵的是，在众多电子服务业的公司里，eg竟然被钦点了。
http://www.qsitw.com/page/cn/index.html

Posted by Roger Lim Tau Kiat > 2019-05-18 22:08 | Report Abuse

广达自己也产SSD,所以这次来跟eg配合接单是OEM形式接所有的单吗？
如果是，利润可以到4%左右，那就很恐怖的了

Posted by klmly2 > 2019-05-21 12:07 | Report Abuse

也许是冲不上去
等跌吧？


VenFx 跌不下去
等冲吧 !
21/05/2019 10:02 AM

Posted by klmly2 > 2019-05-24 12:45 | Report Abuse

恭喜VenFx,到你盼的价了0.43
不过。。。你的sailang呢。
吹。。。。


Apr 11, 2019 10:31 AM
VenFx 废柴手下败将
Tom师太 aka Kimly2 ， 口气不必酱大。
真的酱厉害
请帮忙把 EG打下去 0.430, 让我和i3朋友 可以sailang这里。
要不然， 滚出去。

Posted by klmly2 > 2019-05-24 14:19 | Report Abuse

Dear VenFx bro,
All EG share holders eyes on u, all wish u can help with support the price
See either u talk only or rich to buy.


Apr 11, 2019 10:31 AM
VenFx 废柴手下败将
Tom师太 aka Kimly2 ， 口气不必酱大。
真的酱厉害
请帮忙把 EG打下去 0.430, 让我和i3朋友 可以sailang这里。
要不然， 滚出去。

Posted by Tom > 2019-05-24 16:15 | Report Abuse

小陈 a.k.a spygame a.k.a Klmly2, 别借用我的id来说人啊.... lol
你出名是因为你嚣张的性格所导致的，别怪别人啊， lol

Posted by Tom > 2019-05-24 16:17 | Report Abuse

forum 要关门了，我还在 investalks 等小陈的答案啊， lol

Posted by klmly2 > 2019-05-24 17:33 | Report Abuse

Forum要关门了？？可惜啊，这forum带给我很多欢乐

Posted by VenFx > 2019-05-24 19:06 | Report Abuse

叫你 醒少少

傻1
我要怎样做 不必向你负责
股市本来 就是善变
傻2
不必 把我的话 往死里推
随机应变 才是王道
傻3
不懂观察
市场 老将中 margin call 有uncle kyy,
otb高人 也做出 对的策略， 先离场。
傻4
你没有 注意到 Dato TT也卖自己的股份 了吗？
先得 搞清楚，什么状况。
还好 未有什么 不好面。
傻5
你 每天 犯错
要争对的 是把自己 搞好。
不是 玩个人情绪。

(总价)
我已经 懒得理会 向你酱的 废柴
但是 处于同情
不得不 在这里
再点出你的 问题。

不要再 傻下去了 !

Posted by klmly2 > 2019-05-24 19:17 | Report Abuse

哦。。哇。。比经还闷。
那。。VenFx的策略只买不卖吗？
你手中的1.20EG善变0.425了

Posted by VenFx > 2019-05-24 19:19 | Report Abuse

Posted by klmly2 > May 24, 2019 7:17 PM | Report Abuse 

哦。。哇。。比经还闷。 
那。。VenFx的策略只买不卖吗？ 
你手中的1.20EG善变0.425了

ME :
你挺会   
转牛角尖   
完全 搞不清 状况。   

我无语了   
只能说   
好自为之吧 !

Posted by cheoky > 2019-05-24 19:20 | Report Abuse

Pity Mr eg. Owner keep selling. Soon you become major shareholder, and become the director. At least you can get the director fee. Treat it as special dividend. A buy for Mr eg

Posted by qqq3 > 2019-05-24 20:22 | Report Abuse

Posted by VenFx > May 24, 2019 8:18 PM | Report Abuse

Got to admit
EG very attempting now.

Result shall be anytime by next week.
==============

any share also don't buy before results.

Posted by qqq3 > 2019-05-24 21:54 | Report Abuse

not worth the risk

Posted by FamousAmos > 2019-05-26 17:01 | Report Abuse

吹了几年 还在吹

Posted by chamlo > 2019-05-26 17:17 | Report Abuse

Terence Tea disposed bec poor QR coming?

Posted by chamlo > 2019-05-26 17:17 | Report Abuse

24-May-2019 Insider DATO' TERENCE TEA YEOK KIAN (a substantial shareholder) disposed 350,000 shares on 23-May-2019.
24-May-2019 Insider ACCRELIST LIMITED (FORMERLY KNOWN AS WE HOLDINGS LIMITED) (a substantial shareholder) disposed 350,000 shares on 23-May-2019.
24-May-2019 Insider JUBILEE INDUSTRIES HOLDINGS LTD (a substantial shareholder) disposed 350,000 shares on 23-May-2019.
24-May-2019 Insider DATO' TERENCE TEA YEOK KIAN (a company director) disposed 350,000 shares on 23-May-2019.

Posted by klmly2 > 2019-05-27 17:45 | Report Abuse

Ahh~~see EG price then u know what waiting for...
Kikkiiki....


VenFx EMS are back on focus

Vsi ataims skpres (better 2ndH)
Uchitec (stable n gd div outlook)
Kps pie (start up & turnaround play)
Jhm d&o (leverage on the currency, prospect very good)
Eg ( furthur push for its 4.0 automated plant and stronger link in SSDs play)

What r u guys waiting for ? Kikiki
27/05/2019 10:48 AM

Posted by FamousAmos > 2019-05-27 20:02 | Report Abuse

VenFx kisiao already..

Posted by VenFx > 2019-05-27 20:06 | Report Abuse

从何说起 ?
Me enjoy my bbq with sparking wine ...

U want ?

Posted by klmly2 > 2019-05-27 20:28 | Report Abuse

从你两年前以1.20买EG说起。
Popcorn 都准备好了... 说吧。


VenFx 从何说起 ?
Me enjoy my bbq with sparking wine ...

U want ?
27/05/2019 8:06 PM

Posted by FamousAmos > 2019-05-27 20:31 | Report Abuse

Jialat. This is a good lesson for newbies. Don’t be stubborn . Don’t fall in love with your stock. And always have an exit plan. Or u will end up like Venfx.