Posted by VenFx > 2017-09-30 20:29 | Report Abuse

十分同意
笔者分析

可否看看
电子(EMS)
成品组装

这块版图
真的太大了

Posted by VenFx > 2017-09-30 20:31 | Report Abuse

Vsi / SKPRES / PIE / Uchitec / EG
是 众多 EMS-v.i. 可以留意 的。

Posted by Lim Wy > 2017-10-01 18:58 | Report Abuse

hi
VenFX , EMS Profit Margin 低，也不需要R&D expenses，基本上就是比Capex而已，

哪家Capex多，就知道未来哪家成长多了~

Posted by VenFx > 2017-10-01 19:14 | Report Abuse

Agree Kim Wy,

Ironically increase for Capex going to shy away retail investors.
I'm wonder maybe Capital invested over Anita within period of 6-12months could be a better merit ?

Posted by VenFx > 2017-10-01 19:21 | Report Abuse

On R&D part for EMS, I do pay attention... although it is not as significant compared to ATE.
But, nowadays EMS most of the time has to overcome Complex & smaller technology by their brands pricipal.
I see it as , one powerful tools or knowledge to raise EMS competitive edge.