• Fab 2 facility construction is complete, including 220,000 sq ft of clean room space across 4 zones. Air handling systems are installed and clean room certification is underway.
• Zone 1 laser patterning and dicing equipment installation is nearly done, with 4 of 5 tools installed. Factory acceptance testing is complete and site acceptance testing is underway, expected to finish in the next 4 weeks.
• Zone 2 stacking equipment for both HVM and agility lines is finishing factory acceptance testing this month. Agility line will ship to Fab 2 by mid-March to prepare customer samples.
• Zone 3A finishing equipment factory acceptance testing will complete end of Q1.
Zone 3B degassing line equipment is already shipped to Fab 2.
• Zone 4 equipment installation and site acceptance testing is ahead of schedule.
• First battery samples from the agility line are still on track for April. This will be a key milestone.
• Enovix is seeing much higher yields in factory acceptance testing than Gen 1 line, indicating learnings from Gen 1 are paying off. This provides confidence in hitting yield targets.
• Significant progress overall, with most major equipment either going through factory or site acceptance testing. Timelines appear on track for April battery samples. Continued execution is critical, but the update provides increased confidence in Enovix's scaling plans.

https://www.investing.com/news/assorted/enovix-signs-manufacturing-agreement-with-ybs-international-berhad-for-fab2-in-malaysia-432SI-3135015

EPF now become substantial share holder of 4th glove company after TOPGLOVE, KOSSAN, RIVERSTONE, then now latest is UG HEALTHCARE of SGX

EPF have taken Substantial Stakes (5% or more) in 3 Gloves Counter: $UGHealthcare(8K7.SI) $UG Healthcare(41A.SI) $Riverstone(AP4.SI) $Top Glove(BVA.SI) and mostly at INSANE High Prices.

UGH: 2.545 was their entry both married deal, as well as from market
RS: 3.95 married and lower from open market

https://www.facebook.com/alien2020fc/posts/214277993362811?comment_id=214317856692158&notif_id=1600501865405873&notif_t=feedback_reaction_generic&ref=notif

guys, this guy trying to talk nonsense that glove soon will be like masks, so funny view. why these ppl have such a silly short view?

http://malaysiafinance.blogspot.com/2020/08/the-unbearable-unfairness-of-being.html?m=1

MY VIEW ON GLOVE COUNTERS
The current euphoria is nothing new. Not every glove sold gets used. No one knows what is the stock build up or backorder throughout the entire distribution channel. And it is normal when demand outstrip supply, people order more than what they need (hence ASP increase) to avoid the possibility of shortage later. So this buildup/backlog can reach a point where one day any slow down in demand or every players along the distrbution channel realised they got too much stocks and stop ordering, you'll suddenly see orders collapsing.
But the top 5 fellas already have orders secured as far out as 2 years. That means no matter how you DO NOT LIKE GLOVE, these top 5 fellas will be reporting exceptional profits for at least the next 4 quarters. It is not going to a straight line rally but these bouts of correction are needed and healthy for the run. Let them run, and they will correct every now and then, BUT DON'T LET THE CORRECTION BE MAN-MADE (like the two rules cited above).
Can Top Glove reach RM50... maybe. I am looking at a fertile ground for at least another 12 months. Just citing Top Glove, I think it can be around RM25-28 before going ex for bonus. the next 9-12 months will see it trying to gain back to RM20 on an ex basis (or RM40 on a pre basis).
How it will all end. Everybody is ramping up capacity. There are new entrants who will come in within 2-3 years. Once the top 5 start to drop ASP, you can see a huge collapse. 12-16 months out when the order pile up starts shrinking and ASPs starts to drop, even Top Glove can go back to RM5-8 ex basis or (RM10-16 pre basis). That is still much higher than where it was 6 months ago.
The top few can survive and in a fight they can drop prices to even a slight loss to kill off all the small players, and they will do it that way. Only by killing and absorbing them can you "maintain" future prices. Hence all small players will get trampled two years out.
Gloves is like a commodity, there can only be a few players, full stop.

hello, this author please dont come out with a rubbish article and kena scold la. please read some research before post this kind of rubbish. if i can report you scam, i will report you. HELLLO, supermax 1 Quarter 100m ??? hello brother, please do your homework. dunno about glove then go back sleep ok ?? grapes are sour is correct

VIS Q42019业绩分析和展望

VIS 公布了非常标清的季度业绩，无论是营业额或是净利都达到新高。这主要取决于北亚，也就是大中华区(中国和台湾),韩国的贡献。单单这一季北亚的销售，就超过今年前三季的总营业额。这显示科技发展在北亚开始复苏，而这也显示在季报的展望中，这是非常振奋人心的。
为何说振奋人心呢？这是因为这个单季北亚的销售额就已经是13m, 那明年5G 手机开始要普及时，所需要的测试设备需求也会提高不少。

除了非常标清的北亚销售外，东南亚的销售也持续进步，相信主要是菲律宾业务的主要贡献。
假设北亚销售一个季度可以维持10m, 那单单北亚全年销售就可以突破40m, 再加买东南亚和本地销售，明年营业额和净利可以再次创下新高。当然需要排除贸易战被恶化的可能。

VIS 的顾客群集中在半导体工业，主要背景是智能手机这一块，明年5G的普行是肯定能受惠。今年全年的净利处于史上第三好，加上明年要按年成长非常容易，又有主题，市场也预测半导体业明年会复苏。以这个复苏业绩来看，行情应该会不错的。
其实大概可以从MI 的业绩大概可以推测vis 业绩。MI 只要的市场也是在中国台湾。在上次的VIS股东大会上，老板不经意透露有时常到台湾台积电出差，很可能北亚的生意也有部分是从台积电来的。
无论如何，明年会继续带领团队去vis股东大会再次了解更多。

KLCI King you go back sleep lar.. loser come here sour grape.. we laughing go bank, u ?? eat grape la

dearfion, pity u.. luckily i added alot when 71-72c.. thanks to u sold to me.. yummy.. wait 90c i sell back to u .. hahaha.. cute dearfion

heard rumour that VIS just got a big contract, order book from CHINA. buy buy !!..

coming quarter hopefully will be record high !!.. Technically, inverted head and shoulder is forming. very bullish chart..

Ucrest is attempting a reverse head and shoulder breakout, and when it happens, we will see price shoot up like a G6. With the world cup finals coming next week, will we see a huge rally for Ucrest?

Resistance: RM0.365, RM0.455
Support: RM0.30

See you at RM0.55.
By Bagger Hunter

http://klse.i3investor.com/m/blog/baggerhunterseries/165011.jsp

Rj87, how u see vis upcoming QR? I mean forecast or expect? Can 3m above? And u got any TP for vis? Current pe really still low.

all time high inventory, superb result !! hopefully coming Q will be a boom !!!

guys. vis kaboom.. ride before too late

https://klse.i3investor.com/blogs/baggerhunterseries/161869.jsp

guys, vis is coming back. QR coming soon.. 20-23 june. woohoo..hopefully will be kaboom result !!

Helo. Boomerang pity idiot moron Sohhhai . I busy buying from 30c to 33c. Hahah.. Boomerang ???? 20c??! Lol.. really rubbish .. ur mum damn pity , got u this type of rubbish child? Shame on u.. why u so rubbish ? Make ur Mum feel shame

come on la.. QR is 3 months ago, now de price already priced in for the dropping.. sell on news can be applied when a stock rally before good QR announced. but when facing stock plunged alot before a bad QR come out, we should buy on news already~.. woohoo.. only a noob childish kid like moneykj and Boomerang keep barking here, like a pussi

moneykj , u also go back and drink your mum's milk lar?? result bad?? how come i today saw a big white candle?? hahaha

Maurice, wan earn money just follow to buy and hold. those moron like Boomerang?? let him go back find his mum drink milk la.. hahaha.. pity poor little noob baby

Guys.. just add now.. this year will be a record year.. next q will be superb.. dun go and listen those sozai like Boomerang? Only know to shout sell when a stock drop.. that’s how brainless pig do.. go back find ur brain with ur Mum la.. moron

Haha.. closed green.. sozai Boomerang? Break 0.40? 0.20? Boomerang ur mum born u, forget to give u brain.. brainless pig? Hahahah.. go back sleep la..

vis up 10pc only today... tomorrow continue la

Boomerang rubbish sozai, what counter u picking now? dun act like a pro lar.. you are like a 10 years old baby bitch, only know barking around.. pity u

shhh..... rubbish Boomerang .. dont shout like a pondan lar.. i know u dont have a dick, always drink milk poor rubbish baby pondan

Boomerang rubbish get out lar.. lame rubbish.. u are rubbish u know? u are useless rubbish

good. where are those bising bisng rubbish like monkeyj ??? Boomerang rubbish ??

Anyway, vis closed 51c. Good job. Tomorow continue

Good job RJ87. Those rubbish like Boomerang can fxck off from here. You are not welcomed here . Get off please. Vis room don’t need rubbish like u , Ibtan83 , moneykj pui

Ibtan83, pls la. U sold jor then dun come here la, rubbish saupei la. Pui. Really lapsap

Wakkaka. Come on la monkeyj, iris ? A rubbish counter .. dun take vis to compare with rubbish iris la.. not same level at all.. rubbish.. 3 months? Hahah.. joker

guys.. this monkeyj is spoiler. he only know talk rubbish what 0.10. ask him go back sleep

moneykj, u dun like then please get out from this room lar. useless monkey. ur name is monkeyj, not moneykj. u upside down ur name. saupei lar u

Moneykj, what a noob .. dun like vis then leave this room la.. useless noob

I like to come here and see those weak holder , like ibtan83.. please give up and cut loss to me.. yummy.. when almost all give up then is time for banker to shoot up

hstha, aiinvestor same id = lapsap sozai, please stop barking here la

chidish asxhole

hey, aiinvestor, if u dont like vis , can u please just get out from this room and stop posting those abusing post

hey, not vis post plz go away.

wao wao. nice volume and rise to 635 now, heard got big fund is buying. heard December and 2018 sales order keep rising .. many good news coming in.. buy now before too late

Hstha , u Sohai? That time 0.18, vis just started to turn around from loss to profit. U dunno then go back sleep la.. sozai.. lapsap .. dunno then dun come sabo la.. F off plz

bear resistance 725, if able to break above 725, bull will be back.. pray hard

QR is out.. great result

wao, nice good hammer with awesome closing today.

please cut .. banker pushing down to make u all cut loss.. only when u all cut loss then just will rebound..

Hahaha. Within expectation , dec QR run just started ! Please jump in asap. WB soon 50c . Wakakaka

banker and boss is pressing down the mother price so that they can absorb cheap warrant. hahaha.. so sad for them as i am absorbing warrant B as well.. guys, just absorb as much warrant B as possible, prepare to rocket. TP mum 95c atleast before QR in Dec, son will be 50c atleast ?.?. ?.. holy 100pc return for warrant B.. yummy