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Uncle seeing this RHB report on EG Industries being shared around and tbh it is low quality
EMS has two kinds - industrial (PIE, Aurelius) and consumer (VS SKP). EG can be considered as industrial EMS. PIE has PE of 25+ while Aurelius has PE20++. Both have shown weaker performance compared to EG. Yet the RHB assign PE of 18x using "EMS sector average" which includes VS and SKP...
Compared to PIE and ATech, EG should trade at PE35+ (which drops with EG's exponential 30-50% growth in 2-3yrs)
Uncle's Target Price for EG is RM3 pegged to PE35 (in 2-3 years time with 100-200% growth today's price will be a bargain)
Uncle look forward to a new EG superbull run like what began in Jan 2023 yielding multiple hundred percent returns. As with TopG LWC famous last words, this is just the beginning and the best is yet to come ha ha ha ha ha
Like the superinvestors of Graham and Doddsville, Buffett, Munger and Lynch, buy as much as possible with ultimate conviction and hodl with diamond hands
US market is down which usually happens in the month of September Uncle just hodl here and wait for the uptrend continuation and surge to all time highs ha ha ha ha ha
Like the superinvestor's (e.g. Buffet Apple stock) Uncle don't like to chase high and only buy at bottom while traders in Uncle long experience and through acquaintances will do the opposite buy high and cutloss at pullbacks...totally opposite for what is the same thing if we think about it ha ha ha ha ha
Yes as Uncle said earlier in July 2025 just waiting for the whales Kang and China funds to buy ha ha ha ha ha. CIG Shanghai allday errday limit up...after that the funds open their Qr report and see EG Industries there...what do you think they will do...when a customer grows rapidly, so will it's suppliers - see Nvidia
Buy with ultimate confidence Uncle target RM3 minimum with PE 30-40 in line with profit growth and PEG ratio still less than 1
As shared by Uncle earlier Aurelius Tech which is Industrial EMS today also fly today while consumer EMS VS SKP is lacklustre
As Uncle has proven in Greatech and KOPI and warnings on Supermax, Natgate, CTOS, Zetrix, Uncle's industry (read:insider) insights have been timely and unmatched
Uncle can never understand why anyone who is truly successful (at least 25-30% CAGR over min 10-15 years with 1 real bear market (Covid does not count) in market will ever need to charge fees and subscription
Yes Pentamaster has ventured I to optoelectronics and silicon photonics to meet demand in high speed connectivity in AI servers while EG are already producing high speed optical modules ! https://theedgemalaysia.com/node/769442
EG has PE15 while Pentamaster has PE49. No brainer investment EG 1st target RM3 hodl with diamond hands
Yes TheStar article "EG just keep growing" 6 September 2025
As Uncle always said, lots of developments coming with ultra growth. EG is going to the moon and beyond TP raised to RM5-6 pegged to PE30 FY2027 earnings
Yes looks like weak hodler traders and retailers have been shaken out !
Now wait for US Fed interest rate decision and time for EG to resume unstoppable uptrend to the skies and beyond
Uncle look forward to the true whales MY institutional (GLC, sovereign, mutual funds, insurance), Chyna funds and cornerstone (ie EG's Tier 1 current or potential Customers G, A, M etc) investors to buy up EG's small market float riding on its insatiable growth and attractive valuations
Yes Uncle look forward to sudden violent surge like Uncle's KOPI and Greatech and then as usual for retailers to come in at higher prices ha ha ha ha ha
Hi Win C good to see you again ha ha ha ha ha. Today EG strong closing trap traders like Nick to cutloss and then reversed and closed high ha ha ha ha ha. CIG Shanghai also soared today after recent pull back. Uncle always advise to follow Uncle and swim with the whales and day day happy no stress ha ha ha ha ha
Uncle advise hodl tight tight just imagine profit at least double in FY2027 x PE30 (see PE multiples of PIE, Atech, Natgate) and you too can be a superinvestor like Uncle
Words offer the means to meaning, and for those who will listen the enunciation of truth (and those who follow the generation of wealth)
You can choose to be poor and pay for subscription and still pay tuition fees to Mr Market or you can choose to grow and compound your wealth. Always remember the purpose of investing.
Hope you learn something today and as always if you follow Uncle you too can be a superinvestor
Thanks Uncle! Your advice for Kopi was great! Only thing was I shouldn’t have sold it all after the surge. Anyway, Uncle do u think Fed rate cut will affect this stock in a good way? I mean EG
Hi Win C, you can always leave some shares and consider it as a free gift. Consider it as sowing seeds for the future that way you never miss out. OK Sunway Pyramid fullhouse ha ha ha ha ha
As for US Fed interest rate cut, Uncle believe it will be hugely positive to small-mid caps and markets which have lagged such as Bursa and so EG will benefit from the positive sentiment, increased liquidity and rotation. If not immediate, then as we go into year end when the market surges ha ha ha ha ha
Yes Ariff, Uncle's advise like Wong Kim Soon (not related to Uncle ha ha ha ha ha). Kim Soon seems to be an oldtimer in EG, you ask him what is his % return. Wealth is created by investing not trading for few percent gains. Unless you are sure of another stock that has higher gains in a shorter timeframe, then of course go ahead. EG is a growth stock even tomorrow limit up 30% also Uncle won't sell a single share. If triple limit up then maybe Uncle will consider ha ha ha ha ha
Hi Amal Adam, yes fortune favours the patient. Congratulations to all EG investors and traders and Uncle's fans ha ha ha ha ha !
As mentioned EG is the numbawan top pick sure win stock of 2nd half 2025 (and beyond). If you want to go to the moon buy EG ha ha ha ha ha. Uncle look forward to RM5 and Kang become multi billionaire ha ha ha ha ha
Yes one of Uncle favourite movie is Wall Street and Gordon Gekko's famous last words Greed is Good indeed one should be greedy when retail are still sceptical ha ha ha. Now Uncle seeing some promoters in i3investor copying Uncle TP of RM5-6 ha ha ha. EG unstoppable uptrend to all time highs RM3 by end 2025 and RM5 by 2026. As always if u follow Uncle u too can be a superinvestor like Buffet Munger Lynch Fisher Coldeye who freely share their knowledge
Congratulations to all Uncle diehard followers and EG investors ha ha ha ha ha. EG is in a structural growth sector in AI/data centre with a long runway and this is just the beginning. Uncle target RM2.5-3 by end 2025 and RM5 by 2026 and may move upwards depending on the growth in high speed optical modules/photonics/switches.
Seems very quiet here looks like retailers were bear trap ! Uncle always say just follow Uncle with ultimate conviction and hodl with diamond hands and win big and you too can be a superinvestor like Buffet !
Yes Peter Tan hopefully all retailers (Uncle true followers already know this) will finally realize that the path to riches and generational wealth is to follow Uncle with ultimate conviction and buy and hold with diamond hands. Do not trade for a few cents with a multibagger stock. Like Uncle sold kidneys to buy as much as possible ha ha ha ha ha. If you know EG's profit growth then you know it's still early days
Welcome Peter Tan it's never too late, doesn't matter where you start. 1.40 is a conservative target, Uncle aim higher as they say if you miss the stars you still land on the moon ha ha ha ha ha. AI and hyperscalers are secular trends nowadays everyone uses Gemini (Google) ChatGPT Grok Claude
Hi Amal Adam Uncle looking to find another kidney to sell ha ha ha ha ha. congratulations to you and all EG investors and Uncle followers ha ha ha ha ha this is just the beginning more to come !
Investor 23 always fine to take profits but Uncle see yuuuge growth and Uncle just hodl here and let it ride to the moon
Welcome Ariff Uncle hope 2025 is a great year for you and everyone it's never too late it doesn't matter where you start only that we will all go to the moon ha ha ha ha ha buy with ultimate conviction
Yes Uncle not surprised at all. EG is both a hypergrowth stock (AI is unstoppable) and a value stock (low PE, solid cashflow and balance sheet) anything below RM3 is a bargain. As Uncle has said many times, just follow Uncle and you too can be a superinvestor and macro trader, it's free forever. Like all Uncle stocks KOPI, Greatech, EG, you should know by now that wherever Uncle goes, the true apex animals, the true whales, soon follow. To the skies and beyond
Hi Peter, if you are looking for tomorrow or next week or next month, difficult to say ha ha ha ha ha. Historical PE15, unstoppable AI growth sector, cashflows and balance sheet strength. If you have one bullet, may be can wait for the next pullback. Better still, buy in batches. If holding can be longer, the best as Uncle expect at least 100% from April 2025 lows by this year (see Uncle 1st wave stocks KOPI and Greatech for reference)
Yes, AMD up 23% after deal with OpenAI. Uncle waiting for Kang to find a strategic stake partner in any of Company M(eta) Company A(mazon) Company G(oogle) (refer article and interview with EG) and triple limit up RM3 still cheap market cap RM3bil is less than USD800mil which is tiny in comparison
Yes, eventhough Uncle can't read Chinese Uncle know how to use translate which is powered by AI and made possible by EG Industries ! ha ha ha ha ha. As Uncle always said before buy and hold and win big is the path to unlimited wealth as exemplified by Wong Kim Soon who has held with diamond hands and made multiple hundred % gains.
Uncle see here EG resale some shares back to market, increase liquidity and share spread so more whales can join which is good as more is always merrier ha ha ha ha