Posted by Joe Ann Lim > 2024-01-26 18:34 | Report Abuse

This stock just keep dropping. 😨

Posted by Rio2814 > 2024-01-29 10:46 | Report Abuse

Sabar dulu, baca article EDGE.

Posted by Rio2814 > 2024-01-29 15:24 | Report Abuse

Reference to EDGE, YBS will be another Inari ( 12bil market capitol ) or Vitrox. ( 6.8bil) klu mcm itu sure bagi bonus
Mungkin 1 to 5.... hahaha

Posted by Rio2814 > 2024-01-29 15:25 | Report Abuse

Or harga akan naik gila

Posted by YJInvest > 2024-01-29 18:05 | Report Abuse

Thanks @ Rio2814. Bro, boleh tolong share the article dari The Edge berkaitan dengan YBS potential. Terima kasih ya.

Posted by Rio2814 > 2024-01-29 23:30 | Report Abuse

Saya takde link unless you update your phone no? I WhatsApp you.

Posted by Rio2814 > 2024-01-29 23:32 | Report Abuse

Kita sama2 boleh buat duit or sama2 hilang duit.... hahaha

Posted by Rio2814 > 2024-01-29 23:47 | Report Abuse

With a production capacity of 1,350 units per hour, Enovix's Gen2 autoline will be able to produce up to 10 million units of batteries a year, he says.
The plan is for the line to start high-vol-ume manufacturing in the second half of the year. By 2026, Enovix intends to have multiple lines that will generate multi-hundred million dollars in revenue for the group. Already, Enovix has committed to invest US$1.5 billion in Malaysia over the next 15 years.
"After this, with a successful run, we will be another Inari or ViTrox," says Yong, referring to Malaysia's home-grown Osat companies Inari Amertron Bhd, which has a market capitalisation of RM12 billion, and ViTrox Corp Bhd, which is valued at around RM6.8 billion.
However, this target is very much dependent on Enovix's performance.
YBS gains traction
YBS' share price has increased by 28.7% over the last one year. It traded at 70 sen apiece on Jan 24, valuing the group at RM178.38 mil-lion. The counter is not being covered by any research houses yet, indicating the market's scepticism of its venture with Enovix.

Posted by Rio2814 > 2024-01-29 23:48 | Report Abuse

As Enovix is a start-up, it is standard for the market to be sceptical about its poten-tial, especially in the technology space where many so-called breakthroughs have not been realised, failing in mass adoption.
In YBs taking up too much risk, being so closely linked to Enovix?
This seems so,as in order to prepare for the said contract, YBS had to raise debt to fund the facility.The loans were guaranteed by Enovix, but YBS will still have to service them, which will eat into its profits.
In the six-month period ended Sept 30, 2023, YBS' finance costs jumped 77% from the previous corresponding period to RMIA million. Coupled with a higher cost of sales and administrative expenses, the company recorded a net loss of RM647,000, compared with a net profit of RM3,13 million in the previous corresponding period.
In Yong's opinion, YBS' financial health is still quite good. As at Sept 30,2023, its gearing ratio was 0.76 times, only slightly higher than the 0.73 times as at Sept 30,2022, which was a considerable jump from the 0.44 times as at Sept 30,2021.
"We committed (to) debts because we want to invest in a big factory, so that we can secure this business. There is not much issue (with finance costs); we can pay as we got the pro-
Enovix's share price has been on a downward trend since it peaked at US$22.21 on July 18 last year. On Jan 23, the counter - which is said to have the potential to be as big as technology giant Nvidia Corp
ー closed
at US$9.88, giving it a market valuation of
Enovix's Raj believes that the company is a leader in silicon batteries. "Based on customer feedback, the ecosystem is looking for a silicon replacement of graphite as the lever to unleash increased battery performance and we believe our progress this year has positioned Enovix as the leading contender in silicon batteries," he said when announcing the company's results for the third quarter ended Sept 30,2023.
As the saying goes, the proof of the pudding is in the eating. While the market for lithium-ion batteries is expected to grow by over 30% annually to US$400 billion by 2030, according to McKinsey, the question is whether Enovix will secure — in the form of orders
- a chunk of the pie.

Posted by YJInvest > 2024-01-30 20:57 | Report Abuse

@ Rio2814, terima kasih for sharing The Edge article.

Posted by Rio2814 > 2024-01-30 22:53 | Report Abuse

WC. Trust me sure kita boleh buat duit sama sama. My purchase price is slightly higher. ( 70c)

Posted by MarketPredictor > 2024-01-31 13:36 | Report Abuse

Betul Rio..... according to YBS Yong, if production is successful, YBS is like Inari or Vitrox..... Inari is 12B market cap and Vitrox is 7B..... YBS have 259million shares..... If take 7B, YBS should be rm27 and if take Inari YBS should be rm46 per share...... Its definitely another Genetec......

Posted by MarketPredictor > 2024-01-31 13:38 | Report Abuse

The risk and reward ratio is definitely worth to take......

Posted by MarketPredictor > 2024-01-31 13:49 | Report Abuse

Enovix/YBS spent approximately US70 million on Gen2 Line1 and these machines are made in Korea.... Machines are already delivered to Penang..... As a Malaysian, we all know that machines from Korea are top class and reliable.... Its different scenario if they said that machines are from Bangladesh..... Furthermore, Blackrock is 1 of the largest shareholder in Enovix.... 5.9%...... Chances of YBS shares soaring is pretty high.....

Posted by Rio2814 > 2024-01-31 22:17 | Report Abuse

Marketpredictor, I suspect they will declare bonus issue before push the price.

Posted by MarketPredictor > 2024-02-01 14:16 | Report Abuse

👍👍

Posted by Rio2814 > 2024-02-03 23:53 | Report Abuse

YBS International launches small-scale battery production

YBS International (YBS, 0025, GEM) is in discussions with the US company Enovix to produce silicon-based batteries at the former's Penang factory, and is expected to start small-scale production in the second quarter of this year.

“YBS International has previously been involved in the assembly business of batteries and chargers for Motorola mobile devices, and this experience can be put to good use now.”

Analysts added that the above-mentioned batteries are probably only for consumer use at present, but in the long term, they may be used in electric vehicles.

The related investment requires US$100 million (approximately RM470 million) in capital expenditure, plus US$150 million (approximately RM710 million) in working capital, and the company said it has now secured funding sources.

"The above-mentioned battery business can bring a pre-tax profit margin of 4% to 6%. With the tax incentives provided by the government, a net profit margin of 4% to 6% is not impossible."

Posted by Rio2814 > 2024-02-03 23:55 | Report Abuse

Today's news.
YBS International (YBS, 0025, GEM) signed a letter of intent with the American company Enovix to jointly develop a lithium-ion silicon battery factory.

The two parties are exploring the possibility of cooperation. By developing YBS International's existing facilities in Penang Technology Park, Enovix will build a new 3D lithium-ion silicon battery assembly plant in Southeast Asia. Production is expected to start in April this year.

The company said it believes that once production capacity is put into operation, it will help improve revenue performance and profit margins will increase by 4% to 6%.

YBS International pointed out that the relevant business will focus on electronic watches and phones, but it has no intention to enter the electric vehicle battery market at this stage.

Posted by MarketPredictor > 2 months ago | Report Abuse

https://theedgemalaysia.com/node/699071

Posted by MarketPredictor > 2 months ago | Report Abuse

The intertwined fortunes of YBS and Enovix 🖕

Posted by Albukhary > 2 months ago | Report Abuse

YBS will become like Inari, very interesting!!
Inari Market Cap is 11Bil, while YBS Market Cap is only 181mil.
Assume YBS can achieve 10% of Inari size, that would be 1.1bil.
From 181mil to 1.1bil, mean the share price will need to growth 6 times.
From RM0.70 to RM4.20.
This counter really got potential like Genetec.

Posted by MarketPredictor > 2 months ago | Report Abuse

Update from Enovix today.... Gen 2 in Penang goes as planned.... Yield 90% - 99%..... Products from Gen 2 line 1 will be out by April for customers evaluation.... full production in 2H 2024..... As per YBS MD Yong said, YBS going to be on par wh Inari or Vitrox.....

Posted by MarketPredictor > 2 months ago | Report Abuse

Definitely a Genetech 2.0....

Posted by Rio2814 > 2 months ago | Report Abuse

Yes

Posted by BAJSKORVEN > 2 months ago | Report Abuse

@marketpredictor, do you have a source for that? BS will only feed the shorts

Posted by MarketPredictor > 2 months ago | Report Abuse

Go to twitter / X.... look for Enovix Corporation.... All infos are there.... I cant seem to load the podcast here ...

Posted by MarketPredictor > 2 months ago | Report Abuse

A new Journey to Scale podcast is now available. We catch up with Enovix COO, Ajay Marathe for an update on Gen2 manufacturing milestones at Fab2 in Penang, Malaysia. Listen here 🎧

Posted by BAJSKORVEN > 2 months ago | Report Abuse

My bad, that’s excellent news! Production is ramping up without delays. Big win for YBS

Posted by zx08 > 2 months ago | Report Abuse

• 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.

Posted by MarketPredictor > 2 months ago | Report Abuse

Sounds like Genetec 2.0? Missed out Genetec the last time? YBS looks a bigger bagger ..... with Apple, Xiomi, Huawei, Lenovo, Samsung, etc evaluating Enovix batteries.... Enovix are also currently looking into EV batteries.....

Posted by Rio2814 > 2 months ago | Report Abuse

Good news coming soon.

Posted by MarketPredictor > 2 months ago | Report Abuse

Rio2814.... i believe you!

Posted by Rio2814 > 2 months ago | Report Abuse

Let's wait and hopefully all can make money

Posted by Rio2814 > 2 months ago | Report Abuse

👍👍👍

Posted by MarketPredictor > 2 months ago | Report Abuse

😁

Posted by Rio2814 > 2 months ago | Report Abuse

Let me kawthim my Citaglobal first

Posted by Joe Ann Lim > 2 months ago | Report Abuse

Hmm the QR is bad?

Posted by Rio2814 > 2 months ago | Report Abuse

Good news coming soon, before end of march

Posted by Rio2814 > 2 months ago | Report Abuse

👍👍👍

Posted by Rio2814 > 2 months ago | Report Abuse

Harga sudah naik sikit

Posted by Rio2814 > 2 months ago | Report Abuse

👍👍👍

Posted by Rio2814 > 2 months ago | Report Abuse

Sudah masuk March and wait n see

Posted by Zek777 > 2 months ago | Report Abuse

nice

Posted by Albukhary > 1 month ago | Report Abuse

I owned both YBS and PPHB.
Both counter share price are very close to each other.

PPHB :-
Pro - Solid Business, Solid Asset, Cash Rich, High Profit, Low PE, potential of bonus issue
Cons - Low dividend, share price hardly move up, lack of catalyst for future growth

YBS
Pro - Big project with Enovix, bright future, potential to become multi-bagger like Genetec.
Cons - High PE, risk & uncertainty on Enovix project, huge capital layout, potential of right issue

As PPHB is share price is growing too slow, always tempted to shift all fund into YBS. Buy YBS is very high risk, until today YBS Quarter Report / Annual Report yet to announce any development about Enovix.

Posted by MarketPredictor > 1 month ago | Report Abuse

Great quick update from @rajtalluri. No hedging language here. Despite the stock price, Raj's confidence seems strong.

$ENVX met with all smartphone customers at MWC which are all "super excited to get samples from [$ENVX] on EX1M... [they] want to test [EX1M] as soon as we give them samples and expect them to put in products next year"

These customers also launch IoT devices like wearables and also launch AR/VR headsets, so exciting to see that the batteries we are making the same customers can consider them for both mobile, IoT, wearables, tablets, and notebooks, so validates our thesis that when we are able to make batteries that meet requirements for mobile phone we now can sell into all the other markets also.

Customers are excited in working with us bc after EX1M we have EX2. Typically customers refresh products once a year. EX1M is something our customers will launch next year and EX2M is something that they launch a year after bc the cycle time to qualify a new supplier is long but once we are in the EX1M, qual to EX2 will be much shorter.

We are already now thinking about EX3M. We continue to improve... there are a lot of new materials coming to the market and bc of our unique architecture we can take advantage of all the material advances people are making. We have a very compelling roadmap going out further and further as we keep increasing capabilities and that's very exciting to our customers bc they want to be on a roadmap that delivers value year on year.

Met with Chief Minister of Penang and he was excited about $ENVX building battery know-how in Malaysia. Spoke about how the govt could help $ENVX scale even more there.

Most customers Raj met in MWC were asking when $ENVX can host an opening of the factory so they can come and visit. Planning that for some time in later part of the summer.

Customers have given $ENVX very clear documentation and req's on how they will test the batteries which cuts the cycle time on how long it takes them to get to production.

TAM: Smartphones this year north of 1200MM units, each customer $ENVX is talking to makes 100-200MM smartphones per year; laptops 200-250MM units per year (3/4 batteries); wearables multiple hundred millions. The customers we are talking to are considering batteries for all applications so even with 5-10% market share of this market at $8-10 a battery in smartphones its a huge multiple billion dollar business... These req's we are meeting with EX1M address all of those and that's why we expect it to ship quite well next year.

Posted by MarketPredictor > 1 month ago | Report Abuse

In this episode of our podcast, we catch up with Enovix CEO Dr. Raj Talluri and discuss his trip to Mobile World Congress in Barcelona and his Fab2 site visit in Penang last week. 🎧👉 buzzsprout.com/2240960/147188…

Posted by MrFox > 1 month ago | Report Abuse

0.795👍

Posted by Enovix305 > 1 month ago | Report Abuse

Whats the latest on Gen2? Did Zone 3 ship from Korea ?

Posted by MarketPredictor > 1 month ago | Report Abuse

Enovix got pioneer status for 15 years ( Tax free, etc.. )..... Looks like more Gen2 lines coming up and more jobs for YBS..... 🌋🚀

Posted by MarketPredictor > 1 month ago | Report Abuse

Imagine eventually Enovix decided to build EV batteries and partnering YBS here..... Something our government wanted very much to happen in Malaysia.... Manufacturing components related to EVs....Our government will offer alot of goodies to Enovix to attract them here and stay long term...... 🚀🚀🚀..... we will be laughing to the bank....