YBS INTERNATIONAL BERHAD

KLSE (MYR): YBS (0025)

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Last Price

0.75

Today's Change

0.00 (0.00%)

Day's Change

0.74 - 0.76

Trading Volume

3,404,600

Overview

Market Cap

194 Million

NOSH

258 Million

Avg Volume (4 weeks)

5,292,821

4 Weeks Range

0.67 - 0.765

4 Weeks Price Volatility (%)

84.21%

52 Weeks Range

0.51 - 0.815

52 Weeks Price Volatility (%)

78.69%

Previous Close

0.75

Open

0.75

Bid

0.745 x 227,200

Ask

0.75 x 12,000

Day's Range

0.74 - 0.76

Trading Volume

3,404,600

Financial Highlight

Latest Quarter | Ann. Date

31-Dec-2023 [#3] | 21-Feb-2024

Next QR | Est. Ann. Date

31-Mar-2024 | 25-May-2024

T4Q P/E | EY

-132.68 | -0.75%

T4Q DY | Payout %

0.00% | 0.00%

T4Q NAPS | P/NAPS

0.28 | 2.70

T4Q NP Margin | ROE

-2.51% | -2.03%

Market Buzz
Company Profile

Sector: INDUSTRIAL PRODUCTS & SERVICES

Sector: INDUSTRIAL PRODUCTS & SERVICES

Subsector: INDUSTRIAL MATERIALS, COMPONENTS & EQUIPMENT

Subsector: INDUSTRIAL MATERIALS, COMPONENTS & EQUIPMENT

Description:

YBS International Berhad (formerly known as LNG Resources Berhad) was incorporated in Malaysia as a public limited company in year 2002 under the Companies Act, 2016 as an investment holding company and was officially listed on the MESDAQ Market of the Bursa Malaysia Securities Berhad in year 2003. It operates in three segments: precision engineering, precision plastic injection moulding and precision machining and stamping. The precision engineering segment is engaged in designing and manufacturing precision molds, tools and dies, and jigs and fixtures. The precision plastic injection moulding segment is engaged in the precision engineering plastic injection molding and sub-assembly. The precision machining and stamping segment is engaged in manufacturing and selling of precision machining and stamping components for the telecommunication, industrial sensors, switches, electronic equipment and other industries.

Discussions
2 people like this. Showing 50 of 1,697 comments

MarketPredictor

Anyone staying in Penang? Looks like the Gen 2 machines have arrived and installation is ongoing....

1 month ago

KML889

Quietly and patiencely waiting for their 1st sample out in April this year

1 month ago

Joe Ann Lim

This stock just keep dropping. 😨

1 month ago

Rio2814

Sabar dulu, baca article EDGE.

1 month ago

Rio2814

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

1 month ago

Rio2814

Or harga akan naik gila

1 month ago

YJInvest

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

1 month ago

Rio2814

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

1 month ago

Rio2814

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

1 month ago

Rio2814

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.

1 month ago

Rio2814

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
γƒΌ 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 β€” in the form of orders
- a chunk of the pie.

1 month ago

YJInvest

@ Rio2814, terima kasih for sharing The Edge article.

1 month ago

Rio2814

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

1 month ago

MarketPredictor

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......

1 month ago

MarketPredictor

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

1 month ago

MarketPredictor

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.....

1 month ago

Rio2814

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

1 month ago

MarketPredictor

πŸ‘πŸ‘

1 month ago

Rio2814

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.

β€œYBS 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."

1 month ago

Rio2814

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.

1 month ago

MarketPredictor

The intertwined fortunes of YBS and Enovix πŸ–•

3 weeks ago

Albukhary

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.

3 weeks ago

MarketPredictor

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.....

3 weeks ago

MarketPredictor

Definitely a Genetech 2.0....

3 weeks ago

Rio2814

Yes

3 weeks ago

BAJSKORVEN

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

3 weeks ago

MarketPredictor

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

3 weeks ago

MarketPredictor

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 🎧

3 weeks ago

BAJSKORVEN

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

3 weeks ago

zx08

β€’ 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.
β€’ 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.
β€’ 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.
β€’ Zone 3A finishing equipment factory acceptance testing will complete end of Q1.
Zone 3B degassing line equipment is already shipped to Fab 2.
β€’ Zone 4 equipment installation and site acceptance testing is ahead of schedule.
β€’ First battery samples from the agility line are still on track for April. This will be a key milestone.
β€’ 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.
β€’ 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.

3 weeks ago

MarketPredictor

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.....

3 weeks ago

Rio2814

Good news coming soon.

2 weeks ago

MarketPredictor

Rio2814.... i believe you!

2 weeks ago

Rio2814

Let's wait and hopefully all can make money

2 weeks ago

Rio2814

πŸ‘πŸ‘πŸ‘

2 weeks ago

MarketPredictor

😁

2 weeks ago

Rio2814

Let me kawthim my Citaglobal first

1 week ago

Joe Ann Lim

Hmm the QR is bad?

1 week ago

MrFox

Hmm the QR is bad?...the price doesnt really drop!!!
when it is good, you will wet wet song song!!!!
haha

1 week ago

MrFox

when it is good, you will wet wet song song!!!!
comimg??????
haha

1 week ago

Rio2814

Good news coming soon, before end of march

1 week ago

MrFox

0.735- take off point!!!!!!!!!!!!!
u dun believe words of wisdom!!!???
haha

6 days ago

Rio2814

πŸ‘πŸ‘πŸ‘

6 days ago

Rio2814

Harga sudah naik sikit

4 days ago

MrFox

betul! lebih lambat jalan kalau banding dengan kura-kura!!!
tapi OK!!! asalkan ke UTARA !
haha

4 days ago

Rio2814

πŸ‘πŸ‘πŸ‘

4 days ago

Rio2814

Sudah masuk March and wait n see

4 days ago

MrFox

bia lambat asalkan selamat!!!!!!!!!!!!!!!!!!!!!!

3 days ago

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