Nepo, you are right too. That why got ppl sell and buy.
The Jaybird Vista standard is good after they developing own technology. last time use Qualcomm technology which everyone can buy and use. Just the brand not so High demand in TWS market.
They got lock in period with Jaybird previously, but end already. Year 2020 they can help other company develop and produce new product. Just MCO make the process slow. ( can go YouTube search the interview)
I invest not because they in a mass production for Jaybird nx generation earbud.
Regarding certainty and uncertainty, this is what investor need to deal with. If it is certainty, the price is not this level, that time also risk, coz price is high.
That why investor need to build a profolio, allocate money you want to put in in each company, and buy in few times.
thundery, thanks for your comment. Bluetooth is low margin. Maybe you can study why Salutica want to develop own technology with Europe partner.
Regarding competition, this is very normal in investment and human life. If you find a company don’t have competitor, don’t so happy, maybe the company in a comfort zone and protect by government.
If a product is well accepted by customers it will show a upward demand trend. You buy in this type of share is safer because the price is well support by the upward demand. You may buy in at a higher price but later on if you look back, the price you bought may not be high because the demand of the product is increasing. I don't mind to buy at a higher share price for a well accepted product.
If your product is at the initial stage of production , you can buy in at the lower share price but may be facing the product be totally swiped out from the market..the most I only put around 5% of my capital to 'bet' it.
Comparing the type of situation,my opinion is that the later one is more risky. At the moment Jaybird Tws is not well accepted by customer..what about the future...of course present situation may not equal to future..that is why I need to bet it..
I hv a question... I saw some earbuds only sell below rm100? Is it more attractive to consumer? Apple's earbud expensive is because of brand... Jaybird also expensive but didn't see any Malaysian talk about this brand. Or Jaybird didn't sell in Malaysia market?
salutica is both design house and manufacturer, this type of company more competitive and has better potential to secure more business during recovery.
I didt said TWS industry. I said don’t just focus on Jaybird brand. If buy Salute due to Jaybird lunch second version of Vista, this rebound won’t stand strong.
True-wireless Stereo (TWS) headset/earbuds earnings to surface in the coming months, its manufactured premium quality even better than airpods and has been Amazon top search hearing gadget.
SALUTE probably the only martial artist in its field in the land of Malaysia , that can produce such high end gadgets.
Many EMS services has been rallied like mad cow. Do you think SALUTE shall left behind with such great manufacturing hearing products ?
VenFx, is true Vista better than AirPod when they came out because AirPod come out more early. I believe Apple lunch new version will be better. But, the brand is the key, even Jaybird Vista is better.
The good news is Salute keep innovate with Europe partner. Nx month come out new earbud is high end. I check the price around RM 1800.
Now they got the technology, got more chance to get new customer.
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....
thundery
320 posts
Posted by thundery > 2021-01-27 08:22 | Report Abuse
Bluetooth stuff, margin very low as too many competition and the technology easy to copy to manufacture