LYC 0.00% $2.04 lynas corporation limited

Malaysian downstream

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    ''Shipments of electrical and electronics goods, which accounts for more than one-third of Malaysia's total exports, fell 1.7% in November from a year earlier, the first decline since March 2018."

    Wonder how many Chinese magnets Malaysia assembles into 1/3 of their exports each year?

    "The rise of low-cost manufacturing and assembly in Asean countries such as Vietnam poses threat to Malaysia, said MIDF Amanah Investment Bank. That requires Malaysia's electrical and electronics industry to shift toward higher-value-added segments to remain competitive, it said."

    Would a domestic metals/NdFeB industry boost their competitiveness?

    https://asia.nikkei.com/Business/Ma...ainOver2minView30days&utm_content=RSSfeed

    Does Yeo Inc even know? Or care?
 
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