Analysts and fund managers who have visited the plant have raised doubts about its status as a full-fledged EMS facility. Some have described it as a low-value-added operation, more like a basic contract manufacturing setup than a sophisticated EMS provider, as some might have thought.
Furthermore, there have been allegations that Cape EMS has outsourced a portion of its manufacturing activities to Chinese firms, which — if true — could undermine its claims of being a comprehensive EMS provider.
the news is actually 2 weeks ago... not sure u know or not... they just compile everything release for public , it was on subscribtion post previously. all the info is old . we need something new.
@Lukesharewalker ..... directors not allowed to trade in this period before announcing qtr results.... adoih, pls sharpen your lightsaber knowledge LOL
Share price always reflect earlier. Since it dropped so much already it should indicate the qr is bad. If it is not bad as expected. Might rebound. Like glove, drop before the bad quarter announced. And ending of COVID force it dived.
Without prejudice. Cape EMS coming qtr result announcement may be bad or below what management has previously guided. The way their CEO disposing her shares doesn't give any comfort or confidence.
pat 45m PE 30 , guidance to 2024 pat 75m is misguided . even go back to 45m flat Px can’t drop 60%! force selling is main driver. even if write off 72m Icon goodwill end up -ve profit also cant explain 60% drop . buy lah
I never liked a captain of being dishonest. From hiding deferred tax to profit misguidance, it will come back to haunt you later. This is a public listed company and the captain shall be accountable for all his/her actions.
this is the case whereby a low value-added EMS player trying to position themselves as a full-fledged EMS player. and overleveraged on share margin financing. You check the owner and management profile & it tells a lot of story. They are not engineers which is crucial to grow this business, pitch for jobs by understanding clients' requirements and also to understand the emerging trends
speakup Don't lose hope. See conman counter like Plintas also can go up 11 minutes ago Mr. Market see CEB he feels so manic depressive...or very sick...cannot walk...how to jump🤞 Some other days he feels very energetic...jumping extremely high... unbelievable...🤞🤓
If can bet at lower price 20- 30 sens , then why not ! 10 sens more better fair value , this is serb ataims 2.0 pattern , u still chase high u mampus !
Mr. Market is unpredictable...short term it's a voting device...long term it's a weighing device🤞 As from everyone experiences...overall technically, quarterly reports don't really move market value or prices. Big volatilities or high betas are created by supply n demand, buyers n sellers, liquidity incoming n outgoing, plus how many floating shares, dumped by shareholders...creating a Paradise for day/scalper traders...n even slowly by Value Growth Investor/Traders. Even Buffett dumped...#2.5% of Apple, only temporary down...15%. It takes around #30 days for it to recover. For CEB, a huge dumped of #27%(floating shares)...then who are those buying back...it takes probably #9/12...months. Short term within #100SMA...support at...@0.55. Long term...#52Wks...@0.80. A prediction Only. Just wait for the quarter report, 4th week of August. Then we can analyze those buying back. It takes time lah!? At present top insiders aren't allow to buy/sell... it's a blackout period. Be patient 🤞🙏
IB analyst recently visit to their factory found tht their using low end tecnology to make customer product .and summore outsources a number of order to china factory .they can;t even complete 100% customer order by using their low end technology machine...this make IB abit dissapointed in the visit day
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
warchest
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Posted by warchest > 2 months ago | Report Abuse
Analysts and fund managers who have visited the plant have raised doubts about its status as a full-fledged EMS facility. Some have described it as a low-value-added operation, more like a basic contract manufacturing setup than a sophisticated EMS provider, as some might have thought.
Furthermore, there have been allegations that Cape EMS has outsourced a portion of its manufacturing activities to Chinese firms, which — if true — could undermine its claims of being a comprehensive EMS provider.