Excelpoint   

Excelpoint

Are You Sure... Excelpoint was a manufactures N solution support company, she was manufatures alots of OEM and ODM electronics parts

superstartup      ( Date: 19-May-2021 13:28) Posted: Excelpoint is unlike the rest. It is a distributor, and not manufacturers. Hence it works on tight profit margin. That' s the reason for it been priced by market at lower PE, price earnings ratio, compared with the rest. Excelpoint' s peers over at SGX are Willas-Arrays and Serial System. Just sharing. borneo2017      ( Date: 19-May-2021 11:52) Posted: Have anyone notice this hidden GEM. It is doing 5G and a lot of automations using AI in china. Its NTA and PE is a lot better than the prominent tech stocks like AEM UMS Frencken or Innotek.

 

Excelpoint is unlike the rest.
It is a distributor, and not manufacturers.
Hence it works on tight profit margin. That' s the reason for it been priced by market at lower PE, price earnings ratio, compared with the rest.

Excelpoint' s peers over at SGX are Willas-Arrays and Serial System.

Just sharing.

borneo2017      ( Date: 19-May-2021 11:52) Posted: Have anyone notice this hidden GEM. It is doing 5G and a lot of automations using AI in china. Its NTA and PE is a lot better than the prominent tech stocks like AEM UMS Frencken or Innotek.

 

Have anyone notice this hidden GEM. It is doing 5G and a lot of automations using AI in china. Its NTA and PE is a lot better than the prominent tech stocks like AEM UMS Frencken or Innotek.

 

it dirt cheap to privatise this hidden Gem

 

Keep close on this GEM counter....Target $1.30

7ocean      ( Date: 12-May-2021 10:09) Posted: Load B4 she sail to $1+ borneo2017      ( Date: 12-May-2021 09:51) Posted: This company result has been consistent for 2 quarters and current pe based on 3.66-4us cents per quarter is at 3x only. It?s fair value should be between 1.5 to 2 bucks for 8-10x PE. Way way under value

 

Load B4 she sail to $1+

borneo2017      ( Date: 12-May-2021 09:51) Posted: This company result has been consistent for 2 quarters and current pe based on 3.66-4us cents per quarter is at 3x only. It?s fair value should be between 1.5 to 2 bucks for 8-10x PE. Way way under value

 

It?s prospect is very bright and current PE based on past 2 quarters is only 3x.

 

Excelpoint was a Humble GEMS...Good Dividend and Price are very stable...she will crawling to $1 by 4Q

 

This company result has been consistent for 2 quarters and current pe based on 3.66-4us cents per quarter is at 3x only. It?s fair value should be between 1.5 to 2 bucks for 8-10x PE. Way way under value

 

 

Having studied more info about excelpoint's exposure in China. Realized that it's business partner focusing on 5G.
The 5G market in china is huge.


在 2021年 ， 世 健 也 将 一 如 既 往 地 在 实 践 中 不 断 提 升 服 务 能 力 ， 携 手 芯 讯 通 继 续 发 展 车 载 、 电 力 、 5G等 市 场 。
https://www.eet-china.com/mp/a38036.html





C114讯 4月 9日 消 息 （ 南 山 ） 2020年 ， 中 国 建 成 超 60万 座 5G基 站 ， 累 计 建 成 超 70万 座 ， 取 得 开 局 领 先 。 同 时 ， 5G也 在 各 行 各 业 展 开 大 规 模 试 点 。 进 入 2021年 ， 5G网 络 建 设 依 然 保 持 较 快 节 奏 ， 5G应 用 也 伴 随 着 不 断 试 点 、 验 证 ， 逐 步 进 入 商 用 部 署 阶 段 。

5G模 组 面 向 行 业 市 场 ， 在 社 会 的 知 名 度 不 高 ， 但 5G在 行 业 应 用 ， 5G模 组 是 不 可 或 缺 的 重 要 组 件 ， 是 产 业 链 的 关 键 一 环 。
https://finance.sina.cn/tech/2021-04-09/detail-ikmxzfmk5894367.d.html?fromtech=1&from=wap

earthdragon      ( Date: 17-Apr-2021 14:55) Posted: Actually there are many news about excelpoint in other websites. https://www.eet-china.com/mp/a40509.html 纳 瓦 电 子 （ 上 海 ） 有 限 公 司 是 一 家 汽 车 传 感 器 与 汽 车 通 信 产 品 的 提 供 商 。 一 直 专 注 于 汽 车 领 域 77GHz毫 米 波 雷 达 、 5G C-V2X通 信 、 车 载 Wi-Fi6 蓝 牙 通 信 的 研 发 、 生 产 及 销 售 。 在 Wi-Fi模 组 领 域 ， 纳 瓦 电 子 已 具 有 深 厚 的 经 验 ， 不 断 实 现 核 心 技 术 的 攻 克 和 突 破 。 而 面 对 车 用 毫 米 波 雷 达 市 场 的 巨 大 市 场 机 遇 ， 纳 瓦 电 子 已 顺 利 进 入 批 量 生 产 交 付 阶 段 。 100万 级 77GHz毫 米 波 雷 达 全 自 动 化 生 产 线 一 次 性 直 通 率 达 到 97%。

 

Actually there are many news about excelpoint in other websites. https://www.eet-china.com/mp/a40509.html 纳 瓦 电 子 （ 上 海 ） 有 限 公 司 是 一 家 汽 车 传 感 器 与 汽 车 通 信 产 品 的 提 供 商 。 一 直 专 注 于 汽 车 领 域 77GHz毫 米 波 雷 达 、 5G C-V2X通 信 、 车 载 Wi-Fi6 蓝 牙 通 信 的 研 发 、 生 产 及 销 售 。 在 Wi-Fi模 组 领 域 ， 纳 瓦 电 子 已 具 有 深 厚 的 经 验 ， 不 断 实 现 核 心 技 术 的 攻 克 和 突 破 。 而 面 对 车 用 毫 米 波 雷 达 市 场 的 巨 大 市 场 机 遇 ， 纳 瓦 电 子 已 顺 利 进 入 批 量 生 产 交 付 阶 段 。 100万 级 77GHz毫 米 波 雷 达 全 自 动 化 生 产 线 一 次 性 直 通 率 达 到 97%。

 

https://www.eet-china.com/mp/a39057.html 2021年 首 尔 半 导 体 新 年 晚 会 近 期 召 开 ， 在 本 次 晚 会 上 ， 世 健 系 统 （ 香 港 ） 有 限 公 司 华 南 销 售 团 队 被 首 尔 半 导 体 授 予 ?2020年 度 植 物 照 明 市 场 开 拓 奖 ?。

 

Excelpoint will Big benefits like AEM, UMS, Frensken....No $1 No sell

earthdragon      ( Date: 14-Apr-2021 18:26) Posted: This tension may benefits excelpoint. US-China tech war: supercomputer sanctions on China begin to bite as Taiwan?s TSMC said to suspend chip orders TSMC said to be no longer accepting new orders from Phytium, one of seven Chinese entities involved in supercomputing blacklisted by the US last week The blacklist could hurt China?s supercomputer efforts, but experts say it might not have much impact on military technology, a main concern of the US https://www.scmp.com/tech/tech-war/article/3129362/us-china-tech-war-supercomputer-sanctions-china-begin-bite-taiwans Joelton      ( Date: 01-Mar-2021 09:13) Posted: Strong global chip demand boosts Excelpoint Electronics component distributor is investing in AI, IoT space to drive future growth and move up value chain.   IN SPITE of the uncertainties brought on by Covid-19, electronics component distributor Excelpoint Technology has posted a strong rebound from earlier trade war woes.   Its net profit for FY20 was US$10.3 million - more than six times the US$1.6 million achieved in FY19. This comes as demand for semiconductors surged on the back of accelerated technology adoption, resulting in a global chip shortage.   But its chairman and group chief executive Albert Phuay told The Business Times that the mainboard-listed company, which has weathered various crises over the past three decades, is not depending on the rising tide to lift its fortunes. Instead, it is focusing on new opportunities brought about by the pandemic and moving up the value chain.   Mr Phuay has set an ambitious goal of hitting US$2 billion in revenue in the next two to three years - almost twice Excelpoint' s full-year revenue of US$1.1 billion for FY2020.   Change in lifestyles   Excelpoint is a business-to-business platform for the sale of electronic components such as chips. The company adds value by creating technology solutions for mobile phones, computers and various types of industrial equipment.   With more people working and studying from home in the past year, Mr Phuay said demand has been " huge" .   " These changes will likely persist even after the pandemic ends," he noted.   Demand also came from customers in cloud applications, communications, data centres, and medical equipment. With Covid-19, the business went one step further by expanding into tracing devices and temperature sensors - a growth area that powered its profit surge last year, said Mr Phuay.   The biggest demand came from its manufacturing partners in China, with about 55 per cent of revenue coming from the market as it bounced back quickly from Covid-19.   Nurturing startups   Even as the company focused on new areas of growth, one key focus for Excelpoint over the past few years was on how to move up the value chain to strengthen its value proposition.   This led to the birth of its investment and entrepreneurial arm known as PlanetSpark, which recently launched an innovation centre to nurture Singapore-grown hardware tech startups in the artificial intelligence (AI) and Internet of Things (IoT) sectors.   Mr Phuay said: " This is a dream of Excelpoint for many years."   The innovation centre is a collaboration with Enterprise Singapore under which both sides invest an initial S$5 million to accelerate the growth of more than 30 startups in the next three years.   PlanetSpark' s managing director is Phuay Li Ying, Mr Phuay' s daughter. She is also deputy director of corporate development at Excelpoint.   The innovation centre seeks to drive Excelpoint' s next phase of growth by investing in areas complementary to its core business and strengths, she said.   As the business views AI and IoT as having " huge market potential" , the team decided to make this emerging segment its new strategic focus, she added.   PlanetSpark was first set up as an entity to look at investments in startups to complement Excelpoint' s technologies and research and development (R& D). But she realised early on that what these startups need is not simply funding, but market access.   " It' s not about the money - money is quite accessible to startups in a country like Singapore," she said. " They need guidance and connections."   This is where Excelpoint, having been in the business of electronics distribution for more than 30 years, can come in.   PlanetSpark' s role is that of an accelerator with the aim of helping its startups commercialise their innovations. This comes as startups face many hurdles on their path to commercialisation as the AIoT (where AI meets IoT) hardware segment is competitive, fast-paced and requires a long gestation period, said Ms Phuay.   PlanetSpark will be able to connect these startups to engineering capabilities, industry resources and market intelligence to help them deliver a proof-of-concept within six months, instead of the usual two to three years.   Not only will the startups get a leg up, the business will also benefit by moving up the value chain as the solutions to be developed will then be offered to Excelpoint' s channels and customers. This sharpens its technical capabilities and provides more value-add for customers, positioning the business to capture opportunities in the AIoT space.   The centre has five startups in its inaugural batch: spacetech startup NuSpace thermal sensing solutions firm Nexwah Technology facial recognition startup Seventh Sense Excelpoint-invested CLOPTech, which is developing wireless connectivity solutions and Meridian Innovation, a developer of thermal imaging solutions.   These startups pay S$20,000 to participate in the six-month programme, with subsidies from Enterprise Singapore.   " We are looking at this from a commercial standpoint, so we are hoping that this is not just a money burn," she said. " We hope that through what we do, we will churn out new businesses for the startups, and in turn Excelpoint will also benefit."   She said that most of PlanetSpark' s investment goes into the building of engineering capabilities, which is paramount. She expects to break even after the second year.   AI, IoT to drive growth   Looking ahead, Mr Phuay said that they hope for Covid-19 to come to an end and for borders to be reopened. This is despite the pandemic giving the company' s performance a lift in 2020.   " To do business, face-to-face (interaction) is very important," he said. " With new opportunities from the changing lifestyles of consumers, I remain positive and confident in the electronics industry."   Ms Phuay said the company foresees upbeat future demand in AI, high performance computing, electric vehicles and 5G wireless networks, as well as industrial applications arising from them. These segments will the main drivers of growth, she noted.   The group will also continue to focus on investments in its technical capabilities to keep its edge.   " We need to make sure Excelpoint is always a driver of technologies, not a follower," said Mr Phuay.

 

This tension may benefits excelpoint.



US-China tech war: supercomputer sanctions on China begin to bite as Taiwan?s TSMC said to suspend chip orders
TSMC said to be no longer accepting new orders from Phytium, one of seven Chinese entities involved in supercomputing blacklisted by the US last week
The blacklist could hurt China?s supercomputer efforts, but experts say it might not have much impact on military technology, a main concern of the US
https://www.scmp.com/tech/tech-war/article/3129362/us-china-tech-war-supercomputer-sanctions-china-begin-bite-taiwans

Joelton      ( Date: 01-Mar-2021 09:13) Posted: Strong global chip demand boosts Excelpoint Electronics component distributor is investing in AI, IoT space to drive future growth and move up value chain.   IN SPITE of the uncertainties brought on by Covid-19, electronics component distributor Excelpoint Technology has posted a strong rebound from earlier trade war woes.   Its net profit for FY20 was US$10.3 million - more than six times the US$1.6 million achieved in FY19. This comes as demand for semiconductors surged on the back of accelerated technology adoption, resulting in a global chip shortage.   But its chairman and group chief executive Albert Phuay told The Business Times that the mainboard-listed company, which has weathered various crises over the past three decades, is not depending on the rising tide to lift its fortunes. Instead, it is focusing on new opportunities brought about by the pandemic and moving up the value chain.   Mr Phuay has set an ambitious goal of hitting US$2 billion in revenue in the next two to three years - almost twice Excelpoint' s full-year revenue of US$1.1 billion for FY2020.   Change in lifestyles   Excelpoint is a business-to-business platform for the sale of electronic components such as chips. The company adds value by creating technology solutions for mobile phones, computers and various types of industrial equipment.   With more people working and studying from home in the past year, Mr Phuay said demand has been " huge" .   " These changes will likely persist even after the pandemic ends," he noted.   Demand also came from customers in cloud applications, communications, data centres, and medical equipment. With Covid-19, the business went one step further by expanding into tracing devices and temperature sensors - a growth area that powered its profit surge last year, said Mr Phuay.   The biggest demand came from its manufacturing partners in China, with about 55 per cent of revenue coming from the market as it bounced back quickly from Covid-19.   Nurturing startups   Even as the company focused on new areas of growth, one key focus for Excelpoint over the past few years was on how to move up the value chain to strengthen its value proposition.   This led to the birth of its investment and entrepreneurial arm known as PlanetSpark, which recently launched an innovation centre to nurture Singapore-grown hardware tech startups in the artificial intelligence (AI) and Internet of Things (IoT) sectors.   Mr Phuay said: " This is a dream of Excelpoint for many years."   The innovation centre is a collaboration with Enterprise Singapore under which both sides invest an initial S$5 million to accelerate the growth of more than 30 startups in the next three years.   PlanetSpark' s managing director is Phuay Li Ying, Mr Phuay' s daughter. She is also deputy director of corporate development at Excelpoint.   The innovation centre seeks to drive Excelpoint' s next phase of growth by investing in areas complementary to its core business and strengths, she said.   As the business views AI and IoT as having " huge market potential" , the team decided to make this emerging segment its new strategic focus, she added.   PlanetSpark was first set up as an entity to look at investments in startups to complement Excelpoint' s technologies and research and development (R& D). But she realised early on that what these startups need is not simply funding, but market access.   " It' s not about the money - money is quite accessible to startups in a country like Singapore," she said. " They need guidance and connections."   This is where Excelpoint, having been in the business of electronics distribution for more than 30 years, can come in.   PlanetSpark' s role is that of an accelerator with the aim of helping its startups commercialise their innovations. This comes as startups face many hurdles on their path to commercialisation as the AIoT (where AI meets IoT) hardware segment is competitive, fast-paced and requires a long gestation period, said Ms Phuay.   PlanetSpark will be able to connect these startups to engineering capabilities, industry resources and market intelligence to help them deliver a proof-of-concept within six months, instead of the usual two to three years.   Not only will the startups get a leg up, the business will also benefit by moving up the value chain as the solutions to be developed will then be offered to Excelpoint' s channels and customers. This sharpens its technical capabilities and provides more value-add for customers, positioning the business to capture opportunities in the AIoT space.   The centre has five startups in its inaugural batch: spacetech startup NuSpace thermal sensing solutions firm Nexwah Technology facial recognition startup Seventh Sense Excelpoint-invested CLOPTech, which is developing wireless connectivity solutions and Meridian Innovation, a developer of thermal imaging solutions.   These startups pay S$20,000 to participate in the six-month programme, with subsidies from Enterprise Singapore.   " We are looking at this from a commercial standpoint, so we are hoping that this is not just a money burn," she said. " We hope that through what we do, we will churn out new businesses for the startups, and in turn Excelpoint will also benefit."   She said that most of PlanetSpark' s investment goes into the building of engineering capabilities, which is paramount. She expects to break even after the second year.   AI, IoT to drive growth   Looking ahead, Mr Phuay said that they hope for Covid-19 to come to an end and for borders to be reopened. This is despite the pandemic giving the company' s performance a lift in 2020.   " To do business, face-to-face (interaction) is very important," he said. " With new opportunities from the changing lifestyles of consumers, I remain positive and confident in the electronics industry."   Ms Phuay said the company foresees upbeat future demand in AI, high performance computing, electric vehicles and 5G wireless networks, as well as industrial applications arising from them. These segments will the main drivers of growth, she noted.   The group will also continue to focus on investments in its technical capabilities to keep its edge.   " We need to make sure Excelpoint is always a driver of technologies, not a follower," said Mr Phuay.

 

Among the tech stocks, excelpoint volume is very thin.
Her EPS and dividend is better than AEM and UMS , but the share of price is not as good as them.

 

7 apr general meeting

 

Do u know when is the general meeting?

7ocean      ( Date: 01-Mar-2021 09:51) Posted: 4.5 cents earthdragon      ( Date: 01-Mar-2021 09:29) Posted: What is the dividend proposed?

 

Volume very little. Not attractive

7ocean      ( Date: 01-Mar-2021 09:51) Posted: 4.5 cents earthdragon      ( Date: 01-Mar-2021 09:29) Posted: What is the dividend proposed?

 

4.5 cents

earthdragon      ( Date: 01-Mar-2021 09:29) Posted: What is the dividend proposed?