GENETEC - CLSA Target Price RM4.50. What have and have not been priced in?
https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621459606-GENETEC_CLSA_Target_Price_RM4_50_What_have_and_have_not_been_priced_in.jsp

GENETEC - CLSA Target Price RM4.50. What have and have not been priced in?

https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621459606-GENETEC_CLSA_Target_Price_RM4_50_What_have_and_have_not_been_priced_in.jsp

https://klse1.i3investor.com/blogs/koonyewyinblog/2022-04-15-story-h1621459605-Genetec_has_a_hidden_trap_Koon_Yew_Yin.jsp

I hope my fellow shareholders not buying in our company by using 35.83cent as EPS. If anyone make this mistake, they can be informed and take this chance to sell down their stake.

Shareholders need to understand the company fundamental and its prospect to make an intelligent & informed decision.

A great business at a fair price is superior to a fair business at a great price.

I suggest investor to spent time to understand the business & its prospect. Please visit my humble blog to read more on EV & ES industry. https://klse1.i3investor.com/blogs/genetec_rm400/blidx.jsp

I hope my fellow shareholders not buying in our company by using 35.83cent as EPS. If anyone make this mistake, they can be informed and take this chance to sell down their stake.

https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621456636-GENETEC_What_s_its_upcoming_EPS_31_Mar_2022_1_49_cent_Source_CIMB_CLSA_.jsp

https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621456633-What_s_Genetec_latest_Quarter_EPS_35_83cent_Please_take_note_on_12_1_bo.jsp

Shareholders need to understand the company fundamental and its prospect to make an intelligent & informed decision.

A great business at a fair price is superior to a fair business at a great price.

I suggest investor to spent time to understand the business & its prospect. Please visit my humble blog to read more on EV & ES industry. https://klse1.i3investor.com/blogs/genetec_rm400/blidx.jsp

Today GENETEC volume is 3.5m.

It might need to take few more days or weeks if Mr Koon decide to exit GENETEC

Mr Koon aware on the EPS mistake and retract his comment?

I need to explain why I publish following writing this morning

https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621456636-GENETEC_What_s_its_upcoming_EPS_31_Mar_2022_1_49_cent_Source_CIMB_CLSA_.jsp

https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621456633-What_s_Genetec_latest_Quarter_EPS_35_83cent_Please_take_note_on_12_1_bo.jsp

I hope my fellow shareholders not buying in our company by using 35.83cent as EPS. If anyone make this mistake, they can be informed and take this chance to sell down their stake.

Shareholders need to understand the company fundamental and its prospect to make an intelligent & informed decision.

I also need to confess - I may able to collect more if anyone decide to sell down the price to certain extends that provide a safe entry.

I need to explain why I publish following writing this morning

https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621456636-GENETEC_What_s_its_upcoming_EPS_31_Mar_2022_1_49_cent_Source_CIMB_CLSA_.jsp

https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621456633-What_s_Genetec_latest_Quarter_EPS_35_83cent_Please_take_note_on_12_1_bo.jsp

I hope my fellow shareholders not buying in our company by using 35.83cent as EPS. If anyone make this mistake, they can be informed and take this chance to sell down their stake.

Shareholders need to understand the company fundamental and its prospect to make an intelligent & informed decision.

I also need to confess - I may able to collect more if anyone decide to sell down the price to certain extends that provide a safe entry.

I need to explain why I publish following writing this morning

https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621456636-GENETEC_What_s_its_upcoming_EPS_31_Mar_2022_1_49_cent_Source_CIMB_CLSA_.jsp

https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621456633-What_s_Genetec_latest_Quarter_EPS_35_83cent_Please_take_note_on_12_1_bo.jsp

I hope my fellow shareholders not buying in our company by using 35.83cent as EPS. If anyone make this mistake, they can be informed and take this chance to sell down their stake.

Shareholders need to understand the company fundamental and its prospect to make an intelligent & informed decision.

I also need to confess - I may able to collect more if anyone decide to sell down the price to certain extends that provide a safe entry.

Tesla GG is not something news. A lot of people saying this since Elon published his Tesla Masterplan Part 1.

It have been 15 or 16 years and Tesla is now a trillion dollar market cap company.

Mr Eric, I assume you are not making a joke. I have no comment how you interpret the CGS-CIMB statement as "Contract from EV only 50M". May I suggest you can clarify it with CGS-CIMB's Shanaz.


If Kacang putih player can be part of Customer T supply chain, Elon might need to restructure his procurement team. If and only if you are not joking and trying to be sarcastic

stockwin I was going to buy earlier but then after I notice KYY is promoting, I pull my hand brake and think trice. Also heard another sifu also promote to his subscribers, I got more worried. Hahaha
I guess I have to do more homework. It could be super good and super bad !
15/04/2022 11:31 AM

-----------------------

@stockwin

Please visit my humble blog to read more on EV & ES industry. I am looking forward for knowledgeable & insightful comment regards to the industry or our company development. https://klse1.i3investor.com/blogs/genetec_rm400/blidx.jsp

Genetec good meh? What is the competitive advantage does it has? I thought it is a low tech metal stamp company that can be easily replaced by its clients?
15/04/2022 9:51 AM
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@ValueInvestor888

You need to find out why Customer T pick GENETEC to its supply chain. As far as I know, many company would like to be part of it. You can talk to industry players to perform the Due D & fact finding.

Please visit my humble blog to read more on EV & ES industry. I am looking forward for knowledgeable & insightful comment regards to the industry or our company development. https://klse1.i3investor.com/blogs/genetec_rm400/blidx.jsp

GENETEC - What's its upcoming EPS (31-Mar-2022)? 1.49 cent [Source: CIMB & CLSA Research Report] https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621456636-GENETEC_What_s_its_upcoming_EPS_31_Mar_2022_1_49_cent_Source_CIMB_CLSA_.jsp

GENETEC - What's its upcoming EPS (31-Mar-2022)? 1.49 cent [Source: CIMB & CLSA Research Report] https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621456636-GENETEC_What_s_its_upcoming_EPS_31_Mar_2022_1_49_cent_Source_CIMB_CLSA_.jsp

GENETEC - What's its upcoming EPS (31-Mar-2022)? 1.49 cent [Source: CIMB & CLSA Research Report] https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621456636-GENETEC_What_s_its_upcoming_EPS_31_Mar_2022_1_49_cent_Source_CIMB_CLSA_.jsp

What's Genetec latest Quarter EPS? 35.83cent? Please take note on 12:1 bonus issue on 7-Jan-22 https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621456633-What_s_Genetec_latest_Quarter_EPS_35_83cent_Please_take_note_on_12_1_bo.jsp

What's Genetec latest Quarter EPS? 35.83cent? Please take note on 12:1 bonus issue on 7-Jan-22 https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621456633-What_s_Genetec_latest_Quarter_EPS_35_83cent_Please_take_note_on_12_1_bo.jsp

Eric Lim, are you the one comment that EV project worth 50m? Have you perform you fact finding?

Automation line is an important element to bring down the cost and move us to better future.

Customer T is producing machine to build another machine.

Our GENE is part of the supply chain to produce that machine.

Would like to invest more in the supply chain. please share if you find other candidate in bursa landscape.

I am looking forward for GENETEC to contribute on ES in near future.

Attached is the information I extract from CLSA initiation report


Energy storage is the next horizon

For the same customer(Customer T?), the group has also been engaged for its energy storage business. Details are still scarce at the moment and management said it will share more about it at a future date. The North American EV maker has a large-scale energy storage solution that helps stabilise grids and prevent power outages, eliminating the need for gas peaker plants. Each unit can store >3MWh of energy, which is equivalent to powering an average of 3.6k homes for one hour.

Grand View Research estimates that the grid-scale battery-storage market size is US$3.1bn in 2020. Grand View expects it to grow at a Cagr of 24% from 2020 to 2027 to US$15bn. It expects demand to be driven by the need to integrate energy produced from renewable sources such as solar and wind power with the aim of improving the stability, reliability and resiliency of the grid. This is also owed to a
rapidly decreasing cost for lithium ion batteries (84% of market in 2019), which provide improved efficiency, energy density and a deep discharge cycle.

https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-14-story-h1621452917-For_knowledge_sharing_Elon_Musk_Revealed_Tesla_s_Megapack_Will_Chage_Ev.jsp

ES is as important as EV in the upcoming future.

In long term, most of civilization's energy is going to come from solar, and then you need to store it with battery because obviously the sun only shines during the day, and sometimes it is very cloudy. So you need solar batteries. That will be the main long-term way that civilization is powered.

We need battery to store the energy. This is the reason why we need to transform and have a better battery.

Someone's sitting in the shade today because someone planted a tree a long time ago. we need to invest and fix the issue but not leave it to our kids.

I am looking forward for GENETEC to contribute on ES in near future.

Attached is the information I extract from CLSA initiation report


Energy storage is the next horizon

For the same customer(Customer T?), the group has also been engaged for its energy storage business. Details are still scarce at the moment and management said it will share more about it at a future date. The North American EV maker has a large-scale
energy storage solution that helps stabilise grids and prevent power outages,
eliminating the need for gas peaker plants. Each unit can store >3MWh of energy,
which is equivalent to powering an average of 3.6k homes for one hour.

Grand View Research estimates that the grid-scale battery-storage market size is
US$3.1bn in 2020. Grand View expects it to grow at a Cagr of 24% from 2020 to
2027 to US$15bn. It expects demand to be driven by the need to integrate energy
produced from renewable sources such as solar and wind power with the aim of
improving the stability, reliability and resiliency of the grid. This is also owed to a
rapidly decreasing cost for lithium ion batteries (84% of market in 2019), which
provide improved efficiency, energy density and a deep discharge cycle.

ES is as important as EV in the upcoming future.

In long term, most of civilization's energy is going to come from solar, and then you need to store it with battery because obviously the sun only shines during the day, and sometimes it is very cloudy. So you need solar batteries. That will be the main long-term way that civilization is powered.

We need battery to store the energy. This is the reason why we need to transform and have a better battery.

Someone's sitting in the shade today because someone planted a tree a long time ago. we need to invest and fix the issue but not leave it to our kids.

@Genetec A baby step

Really need to hard sell?

--------

@newbie8080

I am sharing my research & study. Anything not right?

Please visit my humble blog to read more on EV & ES industry. I am looking forward for knowledgeable & insightful comment regards to the industry or our company development. https://klse1.i3investor.com/blogs/genetec_rm400/blidx.jsp

For knowledge sharing - GENETEC vs APCS. Who's Energy Absolute (EA)? The first Gigafactory in ASEAN https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-13-story-h1621427645-For_knowledge_sharing_Who_s_Energy_Absolute_EA_The_first_Gigafactory_in.jsp

For knowledge sharing - GENETEC vs APCS. Who's Energy Absolute (EA)? The first Gigafactory in ASEAN https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-13-story-h1621427645-For_knowledge_sharing_Who_s_Energy_Absolute_EA_The_first_Gigafactory_in.jsp

Please visit my humble blog to read more on EV & ES industry. I am looking forward for knowledgeable & insightful comment regards to the industry or our company development. https://klse1.i3investor.com/blogs/genetec_rm400/blidx.jsp

ES is as important as EV in the upcoming future.

In long term, most of civilization's energy is going to come from solar, and then you need to store it with battery because obviously the sun only shines during the day, and sometimes it is very cloudy. So you need solar batteries. That will be the main long-term way that civilization is powered.

We need battery to store the energy. This is the reason why we need to transform and have a better battery.

Someone's sitting in the shade today because someone planted a tree a long time ago. we need to invest and fix the issue but not leave it to our kids.

I urge my fellow shareholder look beyond the cash flow and understand it is crucial to invest in our future. If no one invest for future, where is the hope? You want everyone to put in FCF business and what will you left for your kids? Non stop extracting oil from the poor mother earth?

There is not much good and solid company in EV ES supply chain in our country. I am a proud GENE shareholder and wish my fellow shareholder having a pride on what we are doing.

"I think it's worth remembering that every car that we make is a step in the direction of a sustainable future. The thing about this factory and the cars that we make is that it gives people hope about the future.

It's very important to have reasons to be excited about the future because often people are depressed or sad about the future cause they thing it won't be good. But what we're doing here is, with every car we make, with every battery we make, we're making the future better."

Please visit my humble blog to read more on EV & ES industry. I am looking forward for knowledgeable & insightful comment regards to the industry or our company development. https://klse1.i3investor.com/blogs/genetec_rm400/blidx.jsp

The CFO should know what to do when the order book is moving from 9 figures to 10 figures, and then 11 or 12 figures.

He will be rewarded handsomely too.

I will leave it to my CFO to deal with the banker.

There is more than 100x sslee in risk control department to perform Due D and payment term on our Customer T's PO.

I trust the banker will approve the trade facilities. They should have confidence with Customer T payment capabilities.

Mr Yun-fat, what's your suggestion? Shall we ask the management to reject the order?

My fellow GENETEC shareholders... You may want to watch this video - https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-13-story-h1621426871-For_knowledge_sharing_Tesla_4680_battery_cell_structural_pack_productio.jsp It show us how Tesla 4680 battery cell structural pack production in action.

For knowledge sharing - The Frightening Economics of TESLA’S 4680 BATTERY CELL https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-13-story-h1621426870-For_knowledge_sharing_The_Frightening_Economics_of_TESLA_S_4680_BATTERY.jsp

For knowledge sharing - What Sandy Munro Just REVEALED About The 2022 MODEL Y 4680 Batteries https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-13-story-h1621426869-For_knowledge_sharing_What_Sandy_Munro_Just_REVEALED_About_The_2022_MOD.jsp

Hi Ricky, I am sharing CLSA research. Anything not right?

I believe my fellow shareholder shall be benefited with the information especially the figure compile by CLSA analyst.

Reading analyst report should be better invest blindly by listen to you or me. I believe.

Hi Ricky, I am sharing my research & study. Anything not right?

draw line?

I suggest investor to spent time to understand the business & its prospect. Please visit my humble blog to read more on EV & ES industry. https://klse1.i3investor.com/blogs/genetec_rm400/blidx.jsp

I would like to share a few wisdom word from successful investor that benefit me a lot with i3investors.

"The stock market is filled with individuals who know the price of everything, but the value of nothing." — Phillip Fisher

"Know what you own, and know why you own it." — Peter Lynch

“Behind every stock is a company. Find out what it’s doing.” — Peter Lynch

“All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don’t work out.” — Peter Lynch

“ It’s simply to say that managers and investors alike must understand that accounting numbers are the beginning, not the end, of business valuation. ” - Warren Buffett

“ I am a better investor because I am a businessman, and a better businessman because I am an investor. ” - Warren Buffett

My fellow GENETEC shareholders... What could Genetec potentially do for Tesla? https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-13-story-h1621425017-My_fellow_GENETEC_shareholders_What_could_Genetec_potentially_do_for_Te.jsp

My fellow GENETEC shareholders... What could Genetec potentially do for Tesla? https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-13-story-h1621425017-My_fellow_GENETEC_shareholders_What_could_Genetec_potentially_do_for_Te.jsp

For knowledge sharing - Tesla bull predicts between 5 to 10 new gigafactories in the next two years https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-12-story-h1621400894-For_knowledge_sharing_Tesla_bull_predicts_between_5_to_10_new_gigafacto.jsp

For knowledge sharing - Who Is Winning The Global EV Race? https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-12-story-h1621400893-For_knowledge_sharing_Who_Is_Winning_The_Global_EV_Race.jsp

CLSA INITIATED BUY at TP RM4.50

GENETEC Fully charged - Malaysia Tech’s purest EV proxy

A rare EV proxy within Malaysia Tech
Links to North American EV maker (Customer T), with potential orders of RM7.5bn
Order book can potentially surge up to 7x over next nine months

https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-12-story-h1621399036-GENETEC_Fully_charged_Order_book_can_potentially_surge_up_to_7x_next_9m.jsp

My fellow GENETEC shareholders...

You should read below post to understand more on Customer T road map and its progress so far.

https://klse1.i3investor.com/blogs/genetec_rm400/2022-03-29-story-h1620532245-My_fellow_GENETEC_shareholders_What_is_Customer_T_plan_on_battery.jsp

https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-11-story-h1621369187-Tesla_kept_its_Battery_Day_promise_4680_Cells_Structural_Pack_Revealed_.jsp

My fellow GENETEC shareholders...

You should read below post to understand more on Customer T road map and its progress so far.

https://klse1.i3investor.com/blogs/genetec_rm400/2022-03-29-story-h1620532245-My_fellow_GENETEC_shareholders_What_is_Customer_T_plan_on_battery.jsp

https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-11-story-h1621369187-Tesla_kept_its_Battery_Day_promise_4680_Cells_Structural_Pack_Revealed_.jsp

For knowledge sharing - Why The Gigafactory Is Tesla's Most Important Invention! https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-12-story-h1621397020-For_knowledge_sharing_Why_The_Gigafactory_Is_Tesla_s_Most_Important_Inv.jsp

This is not true. You need to perform fact checking.

Eric Lim Contract from EV only 50M what is so exciting? Elon is scratching his head now
10/04/2022 7:32 PM

My fellow GENETEC shareholders... Tesla kept its Battery Day promise - 4680 Cells & Structural Pack Revealed At Cyber Rodeo https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-11-story-h1621369187-Tesla_kept_its_Battery_Day_promise_4680_Cells_Structural_Pack_Revealed_.jsp

For knowledge sharing - Watch Elon Musk's Deep Dive Inside the Gigafactory Texas https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-10-story-h1621369030-For_knowledge_sharing_Watch_Elon_Musk_s_Deep_Dive_Inside_the_Gigafactor.jsp

Cyber Rodeo at Giga Texas - Opening Today! [Tesla Channel Live] https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-08-story-h1621336628-Cyber_Rodeo_at_Giga_Texas_Opening_Today_Tesla_Channel_Live.jsp

For knowledge sharing - Cyber Rodeo at Giga Texas - Opening Today! [Tesla Channel Live] https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-08-story-h1621336628-Cyber_Rodeo_at_Giga_Texas_Opening_Today_Tesla_Channel_Live.jsp