Sunright

[mslee888]

Electronics industry is quite wide. Certain segments will definitely do better than others. Although it is also cyclical in nature, I believe most are starting from a low base, this will give them more legs to run. AEM is talking about multi year commercial ramp. Venture is also also doing extremely well. Sunright/  KESM are targeting the automotive industry. If you understand the automotive market, the electronics in the automotive industry is of much higher content compared to 3 years ago. And more importantly, it is set to increase. Because safety aspects are paramount, the testings are going to be much more stringent and vigorous which probably will lead to higher demand of burnt in and testing services offered by companies like Sunright/KESM.