YBS INTERNATIONAL BERHAD

KLSE (MYR): YBS (0025)

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Last Price

0.795

Today's Change

+0.04 (5.30%)

Day's Change

0.75 - 0.795

Trading Volume

16,569,600


3 people like this.

2,002 comment(s). Last comment by MrFox 4 hours ago

Albukhary

3,052 posts

Posted by Albukhary > 2024-07-15 18:23 | Report Abuse

This is GENETEC 2.0.
Next year will be RM3.00

Moondate

159 posts

Posted by Moondate > 2024-07-16 11:21 | Report Abuse

rm3,,??? rm 1 pn payah

Apple2353

2,028 posts

Posted by Apple2353 > 2024-07-16 11:25 | Report Abuse

sometimes you see ridiculous tp predictions..

Moondate

159 posts

Posted by Moondate > 2024-07-16 11:59 | Report Abuse

make sense prediction pls

Mrhunter88

797 posts

Posted by Mrhunter88 > 2024-07-17 12:33 | Report Abuse

i buy here hope i can get more profit kekeke...

Posted by Bestata Oh > 2024-07-18 12:48 | Report Abuse


3 Battery Stocks That Could Be Multibaggers in the Making: July Edition
Key legislative tailwinds and innovations in solid-state technology fuel investor enthusiasm

1d ago · By Faizan Farooque, InvestorPlace Contributor
Battery stocks are a hot topic as the global market, valued at $127.3 billion in 2023, is expected to reach $276.3 billion by 2032.
Enovix (ENVX): The upcoming Malaysian plant will significantly ramp up production capacity, meeting the rising demand for Enovix’s cutting-edge battery technology.
Li Auto (LI): Li Auto’s partnership with CATL introduces a long-range EV battery with a 15-year guarantee and a lifespan of up to 1 million miles.
Solid Power (SLDP): The company is innovating sulfide-based solid electrolytes for safer, more energy-dense and cost-effective batteries, targeting a 2026 release.

https://investorplace.com/2024/07/3-battery-stocks-that-could-be-multibaggers-in-the-making-july-edition/?mod=mw_quote_news

Posted by Bestata Oh > 2024-07-18 12:50 | Report Abuse

Enovix (NASDAQ:ENVX) is partnering with Group14 Technologies’ SCC55 silicon-carbon composite to develop cutting-edge silicon batteries. This partnership aims to boost lithium-ion silicon battery capacity by 50% over current systems.

Moreover, Enovix is scheduled to establish a new Malaysian plant, which will greatly increase production capacity to satisfy the rising demand for its innovative battery technology. Enovix has also extended its operating runway till 2026 and implemented a consolidation plan to save fixed expenses by approximately $35 million yearly.

Enovix has inked a deal to provide high-performance batteries for mixed-reality headsets, indicating its foray into new consumer electronics markets.

To further tap the consumer electronics sector, Enovix inked an agreement with Elentec, a top producer of consumer electronics batteries that serves customers such as Samsung Electronics (OTCMKTS:SSNLF).

Thanks to its collaboration with Elentec, Canaccord Genuity notes Enovix’s enhanced regional reach and client base. The cooperation, especially in the consumer electronics sector, will likely consolidate Enovix’s position in Asia.

Canaccord Genuity kept its Buy rating on Enovix and set a $17 price target. Still, the consensus price target for the stock is $30.88, translating into a potential upside of around 68%, which is not bad when considering “Strong Buy” battery stocks.

Albukhary

3,052 posts

Posted by Albukhary > 2024-07-18 13:02 | Report Abuse

RM3 TP is not ridiculous, it is achievable.
Because YBS is a very small company, it has only 263 mil share.
Based on RM1 per share, its market cap will be RM263 mil.
Based on RM3 per share. its market cap will be RM789 mil only.

You think market cap RM789mil is very high and impossible to achieve?

Please look at below 2nd liner Technology Stock:-
1) JFTECH - Market Cap Rm802mil
2) CPETECH - Market Cap RM671mil

You go to look at the financial report of this two company, you think YBS (with coming ENOVIX production), is lousy than them?

Albukhary

3,052 posts

Posted by Albukhary > 2024-07-18 13:04 | Report Abuse

I am expecting YBS can achieved minimum PAT of RM20mil (1st Year) and RM30mil (2nd Year).
If based on PE 30 times, market cap of RM600mil - RM900mil is not ridiculous.

Albukhary

3,052 posts

Posted by Albukhary > 2024-07-18 13:05 | Report Abuse

Nasdaq-listed Enovix Corporation, which is an advanced silicon battery company, will invest a total of US$1.2 billion (RM5.8 billion) in Malaysia over a period of 15 years, which includes an RM315 million manufacturing line announced in August.

"With more than three decades of personally working closely with the Malaysian government authorities and having successfully built and run several large factories, choosing Malaysia for our first high-volume manufacturing facility was an easy decision,” its chief operating officer Ajay Marathe said.

He said Malaysia’s deep pool of technical talent, business-friendly environment and close proximity to our vendors and our customers’ manufacturing facilities, makes it an ideal location for us to help develop the battery supply chain ecosystem and manufacture and scale our next-generation batteries.

The manufacturing line co-partnered with YBS International Bhd will be in Penang

Enovix Malaysia Sdn Bhd is currently in the process of installing its machinery and is projected to be fully operational in 2024, it said in a statement here today.

Albukhary

3,052 posts

Posted by Albukhary > 2024-07-18 13:08 | Report Abuse

Look at above news, ENOVIX is planning to invest RM5.8bil in next 15 years.
For a MNC to invest RM5.8bil, do you think their ROI is RM20-30mil, nope, it will be minimum RM500mil (based on very conservative ROI of 8%) per annum.
So YBS as their manufacturing partner, do you think it is ridiculous to predict YBS to earn RM20-30mil per annum? For me, this is very prudence estimation, a normal forecast should be at least RM50-60mil per annum.

Posted by MarketPredictor > 2024-07-19 07:59 | Report Abuse

youtu.be/vhFqi_f0kjE?si…

Posted by MarketPredictor > 2024-07-19 08:00 | Report Abuse

Watch this YBS MD Yong intervieew..... 🖕

Posted by MarketPredictor > 2024-07-19 08:09 | Report Abuse

Jackie Yong, CEO of YBS is upgrading the company considerably. He wants to go from an SME (Small and Midsize Enterprise) to an LLC (Large Local Co). From an OEM (Original Equipment Manufacturer = producing for another brand) structure to their own pure YBS brand. (I like this a lot, how they actually are upgrading Malaysia too with this.)

🔸They want to end up creating their own EMS (Energy Mgt System), with their own IP. He speaks of an “all integrated solution”, “the Malaysia EMS” and he wants to hire local R&D to add own IP to it.

🔸YBS' ladder of growth:
1. Precision components
2. Assembly
3. Energy assembly
4. Energy storage
If their EMS story doesn't work out, they will take a step back from the ladder, back to battery components (already 16 years of experience with that)

🔸Customers? Is sensitive, but he can list the sectors they are working for:
In order of profitability:
1. Telecom
2. Automotive
3. Aerospace 🧐
4. Home appliances

🔸The Bumblebee neighbors, a cardboard box factory, is also owned by YBS

🔸Dato Dr. Mohd Sofi Bin Osman, the Non Executive Chairman of YBS is ex-AMD, ex-Intel and ex-Lumileds. There is a lot of trust and a super good relationship between YBS and Enovix.

goody99

1,814 posts

Posted by goody99 > 2024-07-19 09:45 | Report Abuse

It does not feel like there is any intention to push up this stock, so it may drop below 90 sen.

Moondate

159 posts

Posted by Moondate > 2024-07-19 11:55 | Report Abuse

wait 8.8 is it will drop or to the moon....

Posted by MarketPredictor > 2024-07-19 12:44 | Report Abuse

YBS is not for pumping and dumping... It goes up slowly... like step ladder... becos the nature of it is YBS is building manufacturing lines for Enovix ... every milestone will be a step up.... Contra play will not make money from YBS... Thats why you dun see Telegram gps cheering on YBS.... JUST LIKE GENETEC when genetec move from rm1 to highest rm51....

Posted by MarketPredictor > 2024-07-19 12:48 | Report Abuse

Imagine 8 lines will bring YBS revenue of rm2 billion per year from Enovix batteries.... They have 10 acres in Science Park for the manufacturing facilities.... Thats are multiples of 8 lines that can be build from 10 acres.... Imagine how big YBS can grow.... Thats why YBS MD likens YBS to Inari ( 14 billion market cap ).... Imagine the share price of YBS.... But it doesnt happen overnite.... PATIENCE!!!

Albukhary

3,052 posts

Posted by Albukhary > 2024-07-19 18:38 | Report Abuse

YBS Latest Interview.
https://www.youtube.com/watch?v=vhFqi_f0kjE

Albukhary

3,052 posts

Posted by Albukhary > 2024-07-21 16:53 | Report Abuse

Not sure why the YBS interview has been taken down.
Perhaps the CEO has accidentally revealed something that not suppose to reveal, as during the interview, there are a lot of information that never disclosed by the Company.

Posted by MarketPredictor > 2024-07-21 23:47 | Report Abuse

Yes.... I think so....

Posted by MarketPredictor > 2024-07-21 23:48 | Report Abuse

And the MD is super confident....

mf

29,289 posts

Posted by mf > 2024-07-22 05:14 | Report Abuse

Dow Jones

Dow Jones Industrial Average

40,287.53

-377.49

0.92%

Nasdaq

NASDAQ Composite

17,726.94

-144.28

0.80%

MrFox

1,383 posts

Posted by MrFox > 2024-07-23 10:42 | Report Abuse

am still waiting for Wan Dollah!!! if next yest, still ok!

Posted by JalanTembok > 2024-07-23 21:19 | Report Abuse

YBS will transform into one of the most profitable listed company on Bursa Saham due to its new business of producing super batteries for many co

Posted by MarketPredictor > 2024-07-24 08:11 | Report Abuse

💪💪👍👍

MrFox

1,383 posts

Posted by MrFox > 2024-07-24 10:05 | Report Abuse


Wan Dollah certainly will be coming!!!!!
haha

Albukhary

3,052 posts

Posted by Albukhary > 2024-07-24 13:16 | Report Abuse

Genetec 2.0 is on the way

MrFox

1,383 posts

Posted by MrFox > 2024-07-26 16:34 | Report Abuse

walks slower than a tortoise!! but never mind!!! as long as we are to the destination!!! haha

goody99

1,814 posts

Posted by goody99 > 2024-08-01 16:37 | Report Abuse

Enovix Announces Second Quarter 2024 Financial Results
ir.enovix.com/news-releases/news-release-details/enovix-announces-second-quarter-2024-financial-results

some good information there

Posted by yyds0025 > 2024-08-02 21:48 | Report Abuse

The Company had in July 2023 secured the Enovix Project which is expected to provide
the Group with additional income stream of approximately RM100.00 million per annum
as well as contribute positively to the earnings of the Group.

Posted by Skywalker00 > 2024-08-02 23:16 | Report Abuse

See la their interview with RHB small cap jewel.... their interest in Enovix is what...,practical no involvement other than equity.

Posted by MarketPredictor > 2024-08-05 09:42 | Report Abuse

Share placement is 0.84..... Now the share price is at a discount........

goody99

1,814 posts

Posted by goody99 > 2024-08-05 11:40 | Report Abuse

Looks like its share price will stay below 80 sen for some time

goody99

1,814 posts

Posted by goody99 > 2024-08-05 16:39 | Report Abuse

now I am not sure if it will drop below 60 sen or even 50 sen or not. No eye see...

Albukhary

3,052 posts

Posted by Albukhary > 2024-08-08 11:23 | Report Abuse

YBS x Enovix Grand Opening

Johnngg

21 posts

Posted by Johnngg > 2024-08-08 11:31 | Report Abuse

Good news announcement on the Grand Opening... will reached 0.90 today

Moondate

159 posts

Posted by Moondate > 2024-08-08 14:18 | Report Abuse

if the marked not crash on monday it should be rm 1.00 today

Posted by Huiyee0914 > 2024-08-08 14:47 | Report Abuse

What is the good news announced in today enovix grand opening? Anyone attended?

Moondate

159 posts

Posted by Moondate > 2024-08-08 16:16 | Report Abuse

just cutting the rayben only

newuser999

231 posts

Posted by newuser999 > 2024-08-09 00:38 | Report Abuse

US-based Enovix to invest RM5.8bil in battery production facility in Malaysia
https://www.thestar.com.my/business/business-news/2024/08/08/us-based-enovix-to-invest-rm58bil-in-battery-production-facility-in-malaysia

Noni

754 posts

Posted by Noni > 2024-08-09 07:21 | Report Abuse

Here is the video
https://youtu.be/7ZrW6CMBwdA

Moondate

159 posts

Posted by Moondate > 2024-08-09 08:08 | Report Abuse

today RM 1.00

choop818

707 posts

Posted by choop818 > 2024-08-09 10:08 | Report Abuse

All waiting for the first contract to start the rocket.

Bullish

896 posts

Posted by Bullish > 2024-08-12 10:06 | Report Abuse

YBS share price is weak.

Moondate

159 posts

Posted by Moondate > 2024-08-12 14:39 | Report Abuse

production postpone

9trader

15 posts

Posted by 9trader > 2024-08-16 10:13 | Report Abuse

postpone ?

Posted by MarketPredictor > 2024-08-16 15:08 | Report Abuse

Batteries are being manufactured as we are talking..... Yong already stated that 2H2024 revenues will be much higher than 1H2024....

9trader

15 posts

Posted by 9trader > 2024-08-16 16:16 | Report Abuse

i think batteries are not ready yet

Posted by MarketPredictor > 2024-08-16 16:35 | Report Abuse

Pls read their Grand Opening reviews by analyst... you can find alot of them in X (twitter).....

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