Posted by VenFx > 2017-11-30 08:31 | Report Abuse

Like 1st .
Welcome to blog sharing world.

Posted by VenFx > 2017-11-30 08:43 | Report Abuse

EG didnt comments any thing about EG readily funds for the acquisition...
Fly_bro , did u take plant pic ?
Mind to post it here ?

Posted by shortinvestor77 > 2017-11-30 08:58 | Report Abuse

Rights issue company (2005, 2015, 2017) Never pay dividend.

Posted by Fly_universe > 2017-11-30 08:59 | Report Abuse

VenFx bro, I forgot to ask about the acquisition. I did not take the plant photo.

First factory is 100% utilized. We have only visited the front part of second factory. Judging by my view, maybe around 40% of the floor space is utilized.

Posted by VenFx > 2017-11-30 09:20 | Report Abuse

Good observation fly_bro ,
I think the acquisition would be classified as long deal not seal yet.

Posted by VenFx > 2017-11-30 09:33 | Report Abuse

Homefront Ems continue to be Dyson's higher value procduction hub.
Denko & VSi may play a major role to Dyson's geographically production strategy to base in Malaysia given the facility scale and stability.

Posted by Fly_universe > 2017-11-30 09:45 | Report Abuse

The months of October, November and December are traditionally the busiest month for manufacturer like EG.

I will go back to seclusion and wait for the Q2 results next year. Have fun!

Posted by VenFx > 2017-11-30 10:25 | Report Abuse

EG 管理层 衡量过了 行业宏观发展
所做出 的 方向和定位 是 合适的。
长期来看 可以走的 更稳。

Posted by wiki123 > 2017-11-30 14:58 | Report Abuse

Very good article... Thanks

Posted by Ckmeric > 2017-11-30 21:50 | Report Abuse

Something like second liner after the big guns?

Posted by VenFx > 2017-11-30 22:09 | Report Abuse

Both need each other

Posted by VenFx > 2017-11-30 22:12 | Report Abuse

If EG can make kaboom from its Automotive harness, market would measure it from another perspective. Uniquely

Posted by leslieroycarter > 2017-12-01 16:12 | Report Abuse

Very informative article , keep it up....Fly_universe.