EG is involved in manufacturing high-speed photonics module, these are applied as one of the main component in Hyperscale data center and AI infrastructure. One of their main customer CIG has multiple international clients including Google, Microsoft, and also YTL communications. Since EG is CIG's exclusive manufacturer outside of China, they are likely to be one of the main beneficiary from the current Data Center and AI gold rush.
For EG case is different, because the major customers are Western Digital and Seagate, both are producing high capacity HDD. As HDD is strongly require by setting a data center. Not all cat are the same. We need to be pro in educate people.
Even Aberdeen and EPF are entering EMS thru Atech.They both bought more than 7 % each of Atech recently.Eg is at all time high and only p/e of 22 compared to Atech's 34.
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newbie9893
2,073 posts
Posted by newbie9893 > 1 week ago | Report Abuse
EG will be the next counter to be goreng up kaw kaw till limit up...trust me