Garry Khoo's comment on THMY. All Comments

Garry Khoo
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Backed by Inari’s founder, with the next generation now involved, this is a proud Malaysian-made success story. Securing orders from Tesla, Meta, Google, and Amazon, essentially the Mag 7 sets it apart. Very few companies can match this positioning.
Garry Khoo
Do the math: VITROX is trading at ~60x PE, yet management is guiding for ~70% growth. With prospects improving, the valuation reflects strong confidence in its growth trajectory.
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Garry Khoo
Although no name has been disclosed in prospectus, but just look at the market cap and background, it's basically pointing to MAG 7
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