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EMS Players Face Challenges Amid Tech Growth

The electronics manufacturing services (EMS) sector in Malaysia has seen mixed performance in 2024 despite being part of the broader tech upcycle, with rising costs, inflation, and supply chain disruptions offsetting growth from increased global demand and outsourcing trends. Key EMS Performances Winners : SKP Resources Bhd  (+76% YTD) V.S. Industry Bhd  (+47% YTD) NationGate Holdings Bhd  (+51% YTD) P.I.E. Industrial Bhd  (+29% YTD) Strugglers : ATA IMS Bhd  (-8% YTD) JHM Consolidation Bhd  (-36% YTD) Growth Drivers and Challenges Diversification Opportunities : The China+1 and Taiwan+1 strategies have positioned Malaysian EMS players to gain market share. However, reliance on major customers, such as Dyson, continues to be a concern. Cost Pressures : High inflation and production costs have affected profit margins. Company Highlights SKP Resources : Recorded a  27% y-o-y net profit increase , benefiting from a recovery in consumer demand. V.S. Indust...
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Palantir Tops S&P 500 in November, While Celanese Hits a Low

As the holiday season nears, Palantir Technologies (PLTR) has emerged as the best-performing stock in the S&P 500 this November, while Celanese Corp (CE) has taken the bottom spot, according to Dow Jones Market Data.

Palantir’s Stellar Performance

  • November Gains: Shares of Palantir have surged 49%, on track for their best monthly performance since February.
  • Key Drivers:
    • Q3 Earnings: On Nov. 5, the stock soared 23% after posting better-than-expected Q3 results and raising annual guidance.
    • AI Momentum: The company’s artificial intelligence capabilities continue to drive investor excitement.
    • Index Milestone: Palantir’s inclusion in the S&P 500 in September has added to its momentum.
    • Market Move: Palantir will transfer its stock to the Nasdaq Global Select Market on Nov. 26, moving from the NYSE.
  • Year-to-Date Performance: The stock has skyrocketed 262%, setting it up for its best year on record.

Celanese’s Struggles

  • November Losses: Celanese shares have dropped 42%, marking their worst monthly performance since 2008.
  • Year-to-Date Decline: Shares are down 53% in 2024, which would also be their worst annual performance since 2008.
  • Challenges:
    • Q3 Earnings Miss: The stock fell 26% on Nov. 5 after missing analysts’ expectations and cutting its dividend.
    • Demand Weakness: CEO Lori Ryerkerk highlighted a “severely constrained demand environment,” with sectors like automotive seeing rapid degradation.

Takeaway

Palantir’s remarkable growth reflects its successful positioning in the AI space and its rising prominence in major market indices. On the other hand, Celanese’s struggles underscore the challenges facing cyclical industries like chemical materials during economic slowdowns.

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