GENETEC – TAN PENG LAM

Keep your stocks. Already got RM60 mil contracts to spread over 9 mths. A very good Co with good
potential. Dividend pay out is 30% of net ptofit

Automotive sectors will be driving Co profit going forward. Now the sector is already more than 50%
of revenue, HDD is about 20% all tied to WD plant. Balance comprises home appliances 10% and
others

Genetec is already on APL of key 2nd tier Automotive Supply Chain Players like ZF, TRZ, Robert Bosch,
Continental and others. Co also designing equipment for manufacturing battery for EV. When EV take
off Genetec will take of in its FY 20

We were represented that Co never failed in their bidding for projects in Automotive industry and
competing with international players

Already doing Industrial Automation assembly Machine for a top German Car where it supply to a
worldwide supply chain player

We were also shown development of AI electronic breaking systems and electronic control for
steering for car where Co is designing the automatic manufacturing equipment with vendors.

Also doing Dyson hair curl dryer.

Accumulate when cheap below 175. Just wait for the explosion
No blog. Low profile guy.These are the group that bought 100 mil Dayang and par down. Bought in
at RM1 when KWAP was selling. Therre are also in Genetec waiting for it for it to explode.
Thoses who can hold for 6 to 12 mths can hold Genetec. Co is not willing to do IR yet and prefer low
profile. It took me 6 mths to set the meeting till the Co observe our shareholding and see that we are
not operator but for long haul.

Genetec should outshine many of the semi con equipment testsng player. Co should reap harvest
from 2nd half off 2019. ITS VENDORS Profile impressed me