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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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Pre-Market Movers and Top Ratings: MSTR, NVDA, SNOW, PANW, and More

 Gapping Up

  1. Deere (DE.US):

    • +1.6% after surpassing Q4 earnings forecasts despite challenging market conditions.

  2. MicroStrategy (MSTR.US):

    • +13% surge amid widespread gains in cryptocurrency-related stocks.

  3. Marathon Digital Holdings (MARA.US):

    • +11% increase, riding the wave of the cryptocurrency sector's strong performance.

  4. Snowflake (SNOW.US):

    • +23.3% spike after raising its annual product revenue outlook and announcing a collaboration with AI firm Anthropic to enhance cloud offerings.

  5. Novartis AG (NVS.US):

    • +0.2% following improved growth projections, signaling confidence in future performance.

  6. Logitech International (LOGI.US):

    • +1% after UBS upgraded its rating to ‘neutral’ from ‘sell’, citing a stabilizing risk-reward outlook.

Gapping Down

  1. NVIDIA (NVDA.US):

    • -0.7% after a disappointing revenue forecast hinted at slower quarterly revenue growth, contrasting with its recent robust performance.

  2. Palo Alto Networks (PANW.US):

    • -2.8% despite beating quarterly revenue and profit expectations, coupled with announcing a two-for-one forward stock split.

  3. PDD Holdings (PDD.US):

    • -10% following a severe earnings shortfall amid rising competition affecting its key business.

Takeaway:

  • Cryptocurrency-related stocks are leading the pre-market rally, driven by bullish momentum in the sector.
  • Notable gains for Snowflake highlight its strategic AI partnerships as a key growth driver.
  • Weak forecasts for major players like NVIDIA and Palo Alto Networks suggest some market caution despite positive earnings reports.

Stay tuned for further developments as markets open!

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