NEWS: Investing in the EV race

The Edge TV

As the EV race heats up, we ask Rakuten Trade’s Vincent Lau talks about where investors can get exposure to the fast growing industry.

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00:50 - There's no direct EV play in Malaysia.

00:52 I think because our tech sector, as you all know,

00:54 I think it's mainly the backend of it, testers and whatnot.

00:57 So I think some of the cheap ones,

00:58 probably your D-NEXX, where you have Sutera,

01:00 and then you've got your probably your DNO,

01:02 which is the LD lights for the EVs and stuff like that.

01:04 And then you've got probably Penta, ECA,

01:08 those are doing automation.

01:09 Then you've got Genentech, the battery pack.

01:11 So a lot of those are indirect.

01:13 So, but I guess those are the closest proxy

01:15 you can have for those basically for the semi-con sector.

01:18 As a whole, I think EV goes,

01:19 I think some of those tech stocks would,

01:21 testers would indirectly, UWC,

01:23 and a few of those also would have a linkage

01:26 to that market, they would supply some of the parts.

01:27 But I guess with the scarcity of those,

01:30 if you want to invest in,

01:31 so those are the ones that the closest you could,

01:32 or maybe the latest one, you can see the EPMB,

01:34 which got a manufacturing license for EV.

01:37 They've had some announced at MOU with China BAIC.

01:40 So those are the ones that probably more direct,

01:41 then you get some of those chargers,

01:43 you've got your Gintari, but those are not listed.

01:45 Then you've got your Yinsen, who's into charging.

01:48 Some of the smaller listed ones,

01:49 they have announced some charging stations,

01:51 Echo, Amtel, to name a few.

01:53 So there's no specific, but on a whole,

01:55 I think it will benefit the tech sector to the next time,

01:57 unless those are purely consumer related one,

02:00 those are doing the consumer one.

02:02 If those that have exposure to your automotive,

02:05 those would seem to benefit basically

02:07 as well your MPI and all those.

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03:12 - It's coming down to some extent,

03:23 it used to be out of reach,

03:24 I think you can see Tesla coming in without,

03:26 I think previously Tesla,

03:27 it's really great importance now,

03:28 it's direct in, so I think the price has come down,

03:30 a fair bit of people are jumping into the bandwagon

03:32 and you've got different, more and more EVs,

03:35 even the smart with Proton,

03:36 all those that are moving in,

03:37 even more affordable, I think.

03:38 For the wire one is working towards that so-called,

03:41 I think just like the plug-in hybrid as well,

03:43 I think it's become more affordable,

03:44 quite a fair bit, the balance between that

03:46 is probably the PHEV and also the EV,

03:48 so I think the price will be coming out,

03:50 that's for sure, I think,

03:51 in order to have a bigger uptake,

03:52 so I think it will be more affordable.

03:54 They will have the MyVs,

03:56 like Dolphin now is 99,000,

03:57 so I think the,

03:58 I'm sure they will have smaller ones

04:00 and coming along the way.

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