YBS (0025) YBS INTERNATIONAL BHD - THE NEXT KOBAY, GENETEC, HIGHTEC

I believe many people don't know about this company YBS (0025), it's time for me to introduce like usual, when no body notice, when no body interested. Just like previously, PA, JAG, and some older one like JFTECH, JHM. 

I don't usually write, unless I find the company future prospect looks good. And interestingly this company do not have much news, most probably the boss would like to stay low profile at the moment. So lets us share what we found from this company.

High Potential Business

What business they do?

- High Precision Mould Design & Fabrication 

- Plastic Injection Moulding 

- Metal Stamping & CNC Turning 

- Electronics Manufacturing Services

- Connector Solution

The thing they do above, can be notice from a few other very famous company in Bursa, such as JHM, KOBAY, GENETEC, HIGHTEC, which use to be penny stock and becoming dollar stock after strong growth in this similar sector.

We can see the YBS have a few business are very similar with GENETEC, KOBAY, HIGHTEC, JHM, VS.

Recently GENETEC, KOBAY, HIGHTEC huge rocket up, as this sector is super boom now due to electric car.

Injection molding !

See the keyword, PRECISION Tooling !

We should also know JHM & VS are very strong stock which up a lot in past few year. A very simple logic will let us know that YBS shall mirror their future, as this sector is a long running business.

Look at KOBAY, HIGHTEC, GENETEC also doing Precision related. 

We can concluded that YBS have full range of services mention above that see huge potential.

See KOBAY chart, chart speak more than words.

After KOBAY analyst briefing, the price hit limit up 2 day, you can see how good the prospect for this sector.




Look at HIGHTEC also same power, rocket to moon. 

GENETEC don't even need say, even super power. 

JHM chart tell us few year ago they are penny stock, and haven't consider in that they already give bonus issue few time. 

Similar to VS, last time also below RM 1 penny stock but due to the very good business, it going up a lot and give bonus a few time. 

From KOBAY, JHM  VS, I can see that YBS full of potential to be the next super trend stock. 

If YBS also do analyst briefing, you can imagine yourself what will happen soon.

This is YBS chart, we can see that only this year start to have some movement, and very high potential that the train will be move its way already. 

Of course we cannot just say due to the business similar like GENETEC, HIGHTEC, KOBAY, JHM and VS then it will surely move.

Lets us back to basic, look into the earning :

We can see improvement and profit recover latest quarter, even have COVID impact. This is the result of new customer they have secured. 

International business

More over their products are mainly sold to multi-national corporations located in Malaysia, which export their final products worldwide.  We also have direct exports to United States of America, Europe, China and Singapore.

We know that Automotive Industry is very hot lately due to Electric Car, Electric car required a lot more sockets, metal plates and others compare to normal vehicles. That's the reason we see YBS going to improve soon as CHINA and USA electric car is booming.

You can roughly know who their new customer already, TESLA ? XPeng? Lixiang ? Nio ?  You imagine yourself. 

We know they are expanding fast if you follow closely their announcement. You can notice that they buying a very big land with factory. Huge growth coming from this new factory. 

How big is this new factory ?

Its about 7 football field size. Why on earth YBS need such a big land? Because they are going expand greatly in future, maybe already secure very big order that need to cope with demand.

Just to have more ideas, we can compare it with JHM or INARI factory size. 

JHM largest factory also 227,119 sq ft, but this YBS buying 436,906 sq ft. Almost double of the largest factory of JHM. 

We already can sense YBS going to do big this time. 

More over

YBS market capital only 80m so small, the land they recently buy already worth RM 20+ millions. And also have dividend policy. 

At the moment you see this company like nothing, is because you look at past data. Once they start to contribute 2 million per quarter, 3 million per quarter, it will be very BIG thing in BURSA. As PE will drop a lot, and will start paying very good dividend yield.

If you hav a look at Top 30 share holder, you can find a few quite prominent investor in it. 

Not yet mention that company potential is enough to give bonus issue soon. 

As a conclusion:

1. YBS got very bright prospect in future.

2. YBS is expanding new factory that could increase sales and profit.

3. YBS got business similar to successful stock like GENETEC, HIGHTEC, KOBAY, JHM, VS.

4. YBS price still very low, market capital very small.

5. YBS got many rich investor, no fund manager come in yet.

Personally I like such company, I would think the potential to become dollar stock is very huge. Just need very good patience and more people to realize it. 

Before everyone notice it, the price still cheap. When everyone know it, might already double up.

So do watch closely this company.

http://bursalogicanalysis.blogspot.com/2021/07/ybs-next-kobay-genetec-hightec.html