Lim Wy大, i paiseh ler ... I just share small part of my study & reearch before.To continueing follow the trend of EMS not easy ...due to those infos usually unwilling to published by players ... VSi has the most real material for its shareholders press as an EMS leader so far ....
For most average players, they have its reason to expose their weakness, i think.
Urge Malaysia industry to share some part of the research and resources in order to coupe the fast changing market globally... be it Osat/Ate/Ems
China did a very successfully progress in sharing the tech & knowledge in order to move above the value chain. Of course they are start aiming the mass production them own it with innovation design , and making their home ground the first market place. Malaysia due to small population must alliance with its region country and reallocation the strengths accordingly.
VSi take the lead in EMS-vi, with its continuing capital investment for new assembly lines and plants. VSi's far sighted vision lead it to alliance up with their Principal and take up a strategiccally stake through Face machine, of which believe to have significantly know how tech and Intelectual properties advantage during moving up to a more higher value chain eg. IoT & Self Drive vechicles/devices .
In order to maintain a strong tie with Global Brand, EMS players should absolutely uphold their I.P. rights & ownership.
EG as its growth momentum over its 264.45m share are relatively small compared to its peers . As EG was shy away by most traders due to it's right issue. On second layer thinking, this is best time to take this small & beuty while it still off from most traders radar.
EMS-vi is the most EXPANDABLE SECTOR given Malaysia has better pools of Tech talents and its supporting industries are getting advantage eg Vitrox & Penta ... together will make Malaysia a better ecosystem in the region and go internationally.
New IPO: The largest mini-market player and a leading groceries retailer in Malaysia, 99 Speed Mart Retail Holdings Bhd aims to list on the Main Market!
MQ Trader 212 views | 1 d ago
0:17
New IPO: An enterprise IT solutions provider that provides implementation services, maintenance, support and professional services, Vetece Holdings Bhd aims to list on the Ace Market!
MQ Trader 441 views | 5 d ago
0:17
New IPO: A manufacturing and trading of biomass fuel products, particularly PKS and wood pellets company, Elridge Energy Holdings Bhd aims to list on the Ace Market!
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....
ZHAO
874 posts
Posted by ZHAO > 2017-10-26 21:51 | Report Abuse
Fronktn呢? 前景一片光明