On EMS, I have seen China videos on EMS cities with 100,000 employees. I still don't understand how VS and EG can compete against those China giants. VS shows Malaysia can survive and do well., although I still don't know why/how.
On VIS and Vitrox, they are in direct competition. Eventually , there can be only one winner. Number two is not good enough. Very small and specialized market
In EMS area, it doesnt has to be winner survive but loser dead... they can incorporated each others... in certain aspect. Try to check Penta & Vitrox ... they couped well in certain area ...
Investment dynamic doesn't encourage the issue of survive or varnishing i believe. It propel how to interact well in getting powerful resources to achieve target or curbing ahead.
Vitrox and Penta can both survive together. They have passed the incubation stage . Penta the more diversified one and Vitrox the more innovative and inventive one. For pure technology play, it is Vitrox....for a more diversified manufacturing play, it is Penta master.
Vis is still in incubation stage, that is why it is still in Ace market.
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Posted by strategisst > 2017-04-04 21:24 | Report Abuse
Congratulations to you as well bro VenFx...we huat huat together...