YBS INTERNATIONAL BERHAD
KLSE (MYR): YBS (0025)
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Last Price
0.815
Today's Change
-0.01 (1.21%)
Day's Change
0.81 - 0.82
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4,404,900
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Discussions
3 people like this. Showing 50 of 1,730 comments
I owned both YBS and PPHB.
Both counter share price are very close to each other.
PPHB :-
Pro - Solid Business, Solid Asset, Cash Rich, High Profit, Low PE, potential of bonus issue
Cons - Low dividend, share price hardly move up, lack of catalyst for future growth
YBS
Pro - Big project with Enovix, bright future, potential to become multi-bagger like Genetec.
Cons - High PE, risk & uncertainty on Enovix project, huge capital layout, potential of right issue
As PPHB is share price is growing too slow, always tempted to shift all fund into YBS. Buy YBS is very high risk, until today YBS Quarter Report / Annual Report yet to announce any development about Enovix.
2 months ago
Great quick update from @rajtalluri. No hedging language here. Despite the stock price, Raj's confidence seems strong.
$ENVX met with all smartphone customers at MWC which are all "super excited to get samples from [$ENVX] on EX1M... [they] want to test [EX1M] as soon as we give them samples and expect them to put in products next year"
These customers also launch IoT devices like wearables and also launch AR/VR headsets, so exciting to see that the batteries we are making the same customers can consider them for both mobile, IoT, wearables, tablets, and notebooks, so validates our thesis that when we are able to make batteries that meet requirements for mobile phone we now can sell into all the other markets also.
Customers are excited in working with us bc after EX1M we have EX2. Typically customers refresh products once a year. EX1M is something our customers will launch next year and EX2M is something that they launch a year after bc the cycle time to qualify a new supplier is long but once we are in the EX1M, qual to EX2 will be much shorter.
We are already now thinking about EX3M. We continue to improve... there are a lot of new materials coming to the market and bc of our unique architecture we can take advantage of all the material advances people are making. We have a very compelling roadmap going out further and further as we keep increasing capabilities and that's very exciting to our customers bc they want to be on a roadmap that delivers value year on year.
Met with Chief Minister of Penang and he was excited about $ENVX building battery know-how in Malaysia. Spoke about how the govt could help $ENVX scale even more there.
Most customers Raj met in MWC were asking when $ENVX can host an opening of the factory so they can come and visit. Planning that for some time in later part of the summer.
Customers have given $ENVX very clear documentation and req's on how they will test the batteries which cuts the cycle time on how long it takes them to get to production.
TAM: Smartphones this year north of 1200MM units, each customer $ENVX is talking to makes 100-200MM smartphones per year; laptops 200-250MM units per year (3/4 batteries); wearables multiple hundred millions. The customers we are talking to are considering batteries for all applications so even with 5-10% market share of this market at $8-10 a battery in smartphones its a huge multiple billion dollar business... These req's we are meeting with EX1M address all of those and that's why we expect it to ship quite well next year.
1 month ago
In this episode of our podcast, we catch up with Enovix CEO Dr. Raj Talluri and discuss his trip to Mobile World Congress in Barcelona and his Fab2 site visit in Penang last week. 🎧👉 buzzsprout.com/2240960/147188…
1 month ago
Enovix got pioneer status for 15 years ( Tax free, etc.. )..... Looks like more Gen2 lines coming up and more jobs for YBS..... 🌋🚀
1 month ago
Imagine eventually Enovix decided to build EV batteries and partnering YBS here..... Something our government wanted very much to happen in Malaysia.... Manufacturing components related to EVs....Our government will offer alot of goodies to Enovix to attract them here and stay long term...... 🚀🚀🚀..... we will be laughing to the bank....
1 month ago
Once again, I would like to inform everyone again:-
YBS will be the next GENETEC.
Currently YBS only have RM207mil market cap.
Once the Enovix project start production and receive massive order, this company can anytime become a RM1000mil market cap company. So, there is a 500% gain opportunity (within 2-3 years).
1 month ago
15 Years Pioneer Status... You can see how serious our Government treat this project, and this will be a very long term project and huge capital investment is committed.
Normally, our government only give 5 years pioneer status, this is the first time (in my knowledge) I have saw 15 years pioneer status.
1 month ago
With this status, Enovix will choose to manufacture whatever kind of batteries they have with YBS here.... YBS will be bigger than Genetec 2.0.... Thats my take.... iot, handphones, laptop and even EVs.... sky is the limit.... prepare to hold.... no point buying and selling.... we never know when the sharks will push skyhigh....
1 month ago
prepare to hold....
certainly lah when the ahmoi is getting more beautiful!!!!!!!
haha
1 month ago
FREMONT, Calif., April 16, 2024 (GLOBE NEWSWIRE) -- Enovix Corporation (“Enovix”) (Nasdaq: ENVX), a global high-performance battery company, today announced it has completed Factory Acceptance Testing (“FAT”) for its Gen2 Agility Line and is on track to produce first silicon battery samples from Fab2 in the second quarter of 2024.
“I’m proud to announce the team has completed our rigorous FAT process for all machines that make up our Agility Line,” said Ajay Marathe, Chief Operating Officer at Enovix. “SAT is also well underway. Both FAT and SAT processes ensure that we only place machines into service that meet our specifications for throughput, yield and machine uptime. I’m extremely pleased with the results so far. We’re on track to produce our first EX-1M samples for mobile and IoT customers in Q2.”
1 month ago
Enovix patented manufacturing process uses dozens of machines to produce battery cells with a unique architecture that enables the use of a 100% active silicon anode for higher energy density.
“I’m incredibly proud of the hard work from the entire operations team to get us to this major milestone on our Journey to Scale,” said Dr. Raj Talluri, President and CEO of Enovix. “In just 100 days, the team built a worldclass factory, putting us on the path to produce first samples of our silicon batteries from Fab2 this quarter.”
1 month ago
ENOVIX share price has dropped from its peak USD21.00 (Jul'23) to USD6.20 (Apr'24).
As an outsider, this really make me feel worry whether this battery company is going to success or failed.
Anyone here that have more information about ENOVIX or YBS can share here?
4 weeks ago
'Flushing'.... Enovix earnings on 1st May and Questions and Answers with CEO Raj on 6th May....
3 weeks ago
Hi all, I’m invested and have been closely following both Enovix and YBS, and just wanted to share my understanding of the partnership and potential from YBS’ perspective.
Enovix increased forecasts to $150M revenue per line, at 50% gross margin (Q1 2024 ER last night).
This means YBS should see $75M revenue per line.
Based on the QnA portion of the YBS 2023 AGM, they expect 5% margins from this project, so that’s $3.75M or ~RM16M profit per line, and I believe Enovix mentioned they have space in the current site for up to 6 lines, so potentially RM2B revenue and RM100M profit for YBS when fully operational.
I was invested in Enovix before YBS, and always felt that there is a huge demand for their tech. It feels like most Malaysian investors are unaware of their differentiation and maybe just see them as another “boring” battery company. For me, the risks at Enovix were always manufacturability at scale, and economics/margins. Last night’s earnings call largely de-risked these factors, which also benefits YBS, so it’s now just a matter of waiting for the ramp.
2 weeks ago
Totally agreed.... If I am not wrong, YBS can accommodate 8 lines in their existing Science Park..... And looking at our Gov's initiative at attracting foreign investment and pumping up our economy ( they gave Enovix 15 years tax free ) there is a very high chance that they might even want YBS to manufacture all lines for Envix..... Analyst are talking about 20 lines .....
2 weeks ago
Thats probably why MD Yong of YBS mentioned about YBS being another Inari in the near future......
2 weeks ago
Enovix Begins Customer Sampling of EX-1M Batteries
May 13, 2024
Download PDF
FREMONT, Calif., May 13, 2024 (GLOBE NEWSWIRE) -- Enovix Corporation (“Enovix”) (Nasdaq: ENVX), a global high-performance battery company, today announced that it has begun customer sampling of its breakthrough EX-1M battery.
Initial EX-1M samples were built and tested at the company’s facility in Fremont for IoT and smartphone customers. Enovix plans to build a larger number of EX-1M samples from its Agility Line at Fab2 in Malaysia later in the second quarter of 2024.
“We set out on an ambitious plan last year to build a battery that would meet the demanding requirements of leading smartphone customers,” said Dr. Raj Talluri, President and CEO of Enovix. “With EX-1M now sampling, we are ushering in a new era of lithium-ion battery technology by utilizing a 100% active silicon anode to boost energy density and allow customers to keep up with a growing array of energy needs with the onset of AI.”
Given strong customer interest and the readiness of Fab2, Enovix has begun taking decisive actions to consolidate manufacturing of all silicon batteries to Malaysia by July.
3 days ago
It shows the Penang factory is now ready for mass production. The US has just increased three times, the tariff on Lithium-Ion batteries for EVs from China in 2025. We can expect spectacular results from Enovix and YBS. As MD Yong predicted, another Inari in the making.
1 day ago
https://klse.i3investor.com/web/blog/detail/rhbinvest/2024-05-15-story-h-161668780-YBS_International_Proxy_To_Enovix_rsquo_s_Growth_And_More
Once again, YBS is potential to become the next Genetec.
Lets wait n see.
1 day ago
This is the future of AI usage on phone in the future... Phones in future will need whatever extra processing and battery juice as possible to bring this a reality.
https://www.youtube.com/watch?v=DQacCB9tDaw
1 day ago
Chatgpt give a thumbs up...
Market analysts suggest that with the implementation of these strategic projects, YBS International could experience significant growth in its market capitalization, potentially increasing fivefold within the next few years if the projects succeed and attract large-scale orders (Bursa Malaysia (KLSE) Market Summary). Additionally, YBS International's stock has shown a strong performance over the past year, with a 43.48% increase in its price, indicating positive investor sentiment (FT Markets).
1 day ago
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