Eventually sunrise will come after long rain
Scope place themself in strategically good position whereby involve in core business demanded by whole world.
1) EMS business
Semiconductor these days having through scarce production.
2) Plantation
Although plantation may not be scope entire major business but rising price in commmodity will give good benefit towards company.
3) Trading business
major comes from Singapore as trading electrical appliances.
This is the currently what basically they are doing.
My focus right now is on 2 THINGS. WHO AND HOW.EMS business. Our opinion on the company is positive as good strength backup with full of trust by the company named Inventec by growing result gradually shown every quarter
Result showed revenue increase every quarter. Same as profit.
Who is inventec?
Inventec Corporation is a Taiwan-based Original Design Manufacturer making notebook computers, servers and mobile devices. Originally established in 1975 to develop and manufacture electronic calculators, major customers include Hewlett-Packard, Toshiba, Acer, and Fujitsu-Siemens.
They are currently holding Scope around 7.32% . These people does not came for no reason. They will bring gift, i mean A LOT OF GIFT FROM TAIWAN to invest in Malaysia and planning to make scope as part of their vehicle as art of contingencies plan regards trade wars with US and China.
As part of initial commitment they made is making SONOS, one of biggest modern electrical appliances, to become one of major customer for for SCOPE.
IF BIG COMPANY LIKE INVENTEC BELIEVE POTENTIAL IN SCOPE, THEN WHY WONT US? THEY CAN JUST USE SCOPE LIKE OTHER COMPANY DOING SALE PURCHASE AGREEMENT. RATHER THAT, THEY INVEST IN SCOPE INSTEAD.\
This case quite similar to DNEX where FOXCONN invest in it although failed acquisition in Silterra deal. Best part is more customer came through along the way after
We actively seeking potential growth business to invest. And why in semiconductor business due to global shortage demanded whole world. EV and modern ages is coming. chip will be next necessary commmodity and semiconductor biz will be next booming.
be advised trade at own risk. above amterial is only based on our own research.
words by us
Tuan Capital
