以上这篇文章在20162月15号公布，大标题是"PIE to reap benefits of capacity expansion in 2016"，里面写了很多成长的因素:
1) Phase two of its fully automated plastic injection production line is coming on stream soon. The operation started two years ago, with 30 machines in the first phase. Phase two, which has just been completed, will see the addition of another 40 injection machines. 2)PIE’s Thailand plant will also commence plastic injection operations this year. 3)PIE’s metal stamping division is slated to commence in the first quarter of this year, allowing the company to produce metal stamping products in-house rather than outsourcing them.
4)Mui believes the financial year ending Dec 31, 2016 (FY16) will be another record year for PIE.
5)We are optimistic and confident that 2016 will be another growth year for PIE. Our projection is a further growth of 10% in the top and bottom lines in 2016.
文章里有这么一段话: "“The existing and new customers are confident about our costs and quality. In this sector, our customers have many suppliers, so we are constantly competing with global suppliers. Our [pricing] has become very competitive, hence more orders,” he told The Edge Financial Daily."
1)Mui is confident of another growth year for PIE in FY18, projecting up to 15% growth in net profit and revenue as it brings on board two or three new contracts, and increases orders for its EMS segment in 3QFY18.He said the group recently secured a box-build contract for industrial printing and production, which will start in 3QFY18 and is expected to contribute “significantly” to the group’s revenue in FY19. （这个成长在FY18 Q3的确看到了）
2)PIE Industrial Bhd is looking to penetrate the medical, automotive and aerospace industries as it strives to increase its contract electronic manufacturing services (EMS) revenue.“We try not to be in the 3C industry — consumer electronic, communication such as smartphones, and computer because these are high-volume products with short life cycles. We cannot cope with that [type of business].” (尝试争取更长期的order。)
3)Expecting revenue to hit RM1 billion within three years. （现在Revenue 一年最高 650m，如果成长到 1 billion，也就是3年差不多50% 成长。笔者个人认为，蛮有挑战性的，不容易。）
4)The addition of surface mount technology (SMT) and plastic injection services at its Thailand plant, on top of the site’s current wire and cable assembly service, in order to optimise capabilities and capacity.
5)Anticipating about 12% to 15% growth in our top and bottom line for FY18。(若管理层真的能够让公司实现成长，就以PEG的算法而言，PIE 的PE也不应该超过PE 15。现在大市波动不小，成长若不高，PEG要大过1并不容易。）
6)Our projection also takes into account the stabilisation of the ringgit. If it hovers around 3.8 or 3.9 against US dollar, we should still see some forex gains but if it strengthens rapidly, we could be slightly affected. （现在还高过3.9，对公司而言是好消息。)