Moo Earnings wrote a post · May 19, 2023 21:08

Guess the Stock E44 | Malaysia: To be a global electronics hub

This event is to help mooers learn more about the differences among companies and industries, uncover hidden investment opportunities, and better navigate the market.

Malaysia has established itself as a competitive global electronics hub, as evidenced by the recent influx of investments from electronics multinationals. These large-scale projects are expected to generate employment opportunities, boost manufacturing exports, and enhance Malaysia's technological competitiveness on the world stage.

Let's dive into the companies that could lead or be impacted by this trend without further ado!

Rewards

1) 4,000 points: All mooers who answer the following questions correctly will be considered the winner of the challenge. Winners will split the prize of 4,000 points fairly. (e.g., If 100 mooers win, each mooer will get 40 points.)

2) Cash Coupons: 3 users with the best-quality comments will get USD 2 / SGD 2.8 cash coupons. (You can share investment ideas, trading experiences, and/or your analysis of companies.)

Question:

1) What companies do Company A, Company B, and Company C refer to, respectively?

2) What are Companies A, B, and C ranking in terms of Market Capitalization?

Reference answer form: A>B>C or A<B<C or C<A≈B (within 10% deviation)

3) What investment opportunities do you see on the topic?

Challenge Start >>

Company A: Revolutionary In Battery Technology

Source: Company Official Website

This innovative company, led by legendary Silicon Valley pioneer TJ Rodgers (pictured above), is based in Fremont, California, and has created the battery product that the world needs. What sets them apart is their unique architecture, which has enabled them to create a 100% active silicon battery - something no other company has achieved. In an impressive feat, they have taken this technology from the research and development stage to commercial production within just one year - all in 2022.

On March 29, 2023, the company signed a non-binding LOI with YBS International Berhad, for the location of its high-volume manufacturing facility "Fab 2" in Penang, Malaysia, pending funding arrangements and local support.

Company B: Automotive Semicon Market Leader

Revenue worldwide from 2011 to 2022, by region. Source: Statista

As the market leader in the automotive semiconductor industry, this company is unique because it holds a dominant position in all three top submarkets. Notably, it's also the sole chipmaker among the top 5 players headquartered in Germany - the largest automotive market in Europe.

The company has begun building a third wafer module in Kulim, Malaysia, which is set to bring 900 new jobs and generate over €2 billion in additional annual revenue with high-tech products based on silicon carbide and gallium nitride. The module is expected to be completed by Q3 2024.

Company C: Global Leader in Data Center

Number of data centers worldwide from 2016 to 2021, by region. Source: Statista

This company provides global data center and colocation services for enterprise networks and cloud computing. It owns and operates a network of 240+ International Business Exchange (IBX) data centers located in 32 countries and 71 major metros around the world to make interconnection easy. The market opportunity for the company is huge, as data centers are critical to emerging technologies such as artificial intelligence and self-driving cars.

The company plans to enter Malaysia with a new ~$40M data center in Johor. The facility will provide Malaysian companies and multinationals doing business in Malaysia with access to its platform to store and distribute large volumes of latency-sensitive data and applications.

More Hints

How to Participate?

Add the stock tickers (e.g., $Tesla(TSLA.US)$), plus the Market Cap comparison and any comments on the above industry/companies to your answers. Further investment ideas are also welcome.

*Plagiarized answers will not be rewarded.

*Event Period: May 19 – May 26. Rewards will be issued within a month.

Winners Announcement for Guess the Stock E42:

This presentation is for information and educational use only and is not a recommendation or endorsement of any particular investment or investment strategy. See this link for more information.

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