📊Executive Summary

The article discusses the mixed performance of electronics manufacturing services (EMS) companies in Malaysia, highlighting a recovery in demand amid rising costs and inflation. Companies like SKP Resources and V.S. Industry have shown significant share price movements, influenced by global consumer demand and the trend to diversify production away from China. However, challenges such as reliance on major customers and production slowdowns due to inventory rationalization are noted. The outlook for EMS players is cautiously optimistic for 2025, with expectations of increased demand as companies seek to diversify their supply chains....