AEMULUS - why do you think this counter is doing well now?
I am putting some reference to internet materials describing why technology-based counter will be next high performing sector equaling healthcare during Covid19 frenzy. Just look at how much growth for AEMULUS & PENTA from the low of Covid19 until recent close.
Some ideas:
1. Economy is opening up, manufactures are start getting their business in full swing as before
2. Covid19 make technology such as IOT, automation, high speed connectivity & 5G being prioritized
3. Never ending US-China trade war increase the demand for ATE from Chinese manufacturers
Related counters
AEMULUS
,
VITROX
,
PENTA
,
GREATEC
,
MI
,
ELSOFT
,
MMSV
&
VIS
.
Here are some reference to the related internet content:
www.theedgemarkets.c...perform-osat-players
“The world is moving into the Industry 4.0 era and artificial intelligence (AI), where more manual and tedious processes across various industries will soon be automated or digitised with smart machines with AI and big data analytics. The demand of such machines is enormous, not only in Malaysia but globally,”
“With Industry 4.0, the manufacturing sector needs ATE and factory automation solutions to stay competitive with high quality and high output. With the advancements and fast-changing semiconductor technology, ATE of high technology and quality is in high demand,”
“Overall, I think both OSAT and ATE companies from Malaysia will continue to see growth potential, owing to our cost-competitiveness, and the advantage we may be enjoying, owing to the US-China trade war. However, I cannot specifically predict which one will grow faster,”
“Some local makers have been receiving requests to build more equipment for their customers, which are already preparing for the market recovery next year. They may want to order the equipment now and put their capacity in place by the end of this year,”
advisory.kpmg.us/art...ductor-industry.html
"Semiconductor leaders feel that COVID-19 will have a positive impact on the investment, growth, and adoption of 5G, artificial intelligence, and Internet of Things".
www.theedgemarkets.c...werful-pandemic-play
www.theedgemarkets.c...cy-testers-ip-rights
www.theedgemarkets.c...rowth-driver-aemulus
www.theedgemarkets.c...tors-patients-penang
Some ideas:
1. Economy is opening up, manufactures are start getting their business in full swing as before
2. Covid19 make technology such as IOT, automation, high speed connectivity & 5G being prioritized
3. Never ending US-China trade war increase the demand for ATE from Chinese manufacturers
Related counters
AEMULUS
,
VITROX
,
PENTA
,
GREATEC
,
MI
,
ELSOFT
,
MMSV
&
VIS
. Here are some reference to the related internet content:
www.theedgemarkets.c...perform-osat-players
“The world is moving into the Industry 4.0 era and artificial intelligence (AI), where more manual and tedious processes across various industries will soon be automated or digitised with smart machines with AI and big data analytics. The demand of such machines is enormous, not only in Malaysia but globally,”
“With Industry 4.0, the manufacturing sector needs ATE and factory automation solutions to stay competitive with high quality and high output. With the advancements and fast-changing semiconductor technology, ATE of high technology and quality is in high demand,”
“Overall, I think both OSAT and ATE companies from Malaysia will continue to see growth potential, owing to our cost-competitiveness, and the advantage we may be enjoying, owing to the US-China trade war. However, I cannot specifically predict which one will grow faster,”
“Some local makers have been receiving requests to build more equipment for their customers, which are already preparing for the market recovery next year. They may want to order the equipment now and put their capacity in place by the end of this year,”
advisory.kpmg.us/art...ductor-industry.html
"Semiconductor leaders feel that COVID-19 will have a positive impact on the investment, growth, and adoption of 5G, artificial intelligence, and Internet of Things".
www.theedgemarkets.c...werful-pandemic-play
www.theedgemarkets.c...cy-testers-ip-rights
www.theedgemarkets.c...rowth-driver-aemulus
www.theedgemarkets.c...tors-patients-penang
Not bad 0.29 to 0.705 ... that is 143% return.