This one operated by AKN.

Good article, can you come up a suggested co list that follows roic criteria?

nobody ask you to read what... by repeating, it becomes a habit.

at this price, dividend yield 6.5%

IQGroup did not fit the criteria as div payout was zero for the last 4 years until last year 2015 they paid 7sen.

Apollo pays >90% in dividend which signals slowing growth.

Apollo falls into a dividend stock category but... (i) tepid revenue growth, (ii) smaller-than expected margin expansion, and (iii) unable to extend one of its leasehold lands, which is currently occupied by a factory, in Larkin, Johor.

BAT, BJTOTO and Magnum are dividend stocks but with no growth. They pay >80-100% dividend payout.

BAT pays more than 97% in dividend payout. A firm that is paying out much more than 50% of its earnings is likely in the mature or declining stage of its lifecycle.

Agreed. Time to rebound!

run.........gap down

the co has big problem in collecting payment from their client. This is even before their 4 FPSO ships are deployed. Now still in the keppel yard.

engines starting

http://www.theedgemarkets.com/my/article/wind-and-solar-are-crushing-fossil-fuels

look at the ah nei nei.. don't trust his facial expression.

crash and burn

what's your chart reading on Dnex

Bullish volume indeed.

Wah Kim u very powerful. Your previous post on excel force really fly!!!

engines starting!

http://klse.i3investor.com/blogs/undervaluedstocks/94306.jsp

at same valuation of 7-Eleven, Bison will be worth RM2.00!!!

bimb got huge potential. will reward long term shareholders handsomely.

annualized eps of 10sen. bison trading at only 13x compared to 7-Eleven at 20x. At 15x Bison will trade at 1.50!

broker report coming with target 1.50

engines started

Where to find companies which report quarter on quarter growth in revenue and earnings? Those that do were mostly the exporters. When the biggest catalyst coming in the form of potential Kepong WTE win, this baby will fly already!

Based on the industry outlook and our plans as indicated above and barring any unforeseen circumstances, the Board of Directors is of the opinion that the business and performance of the Group is expected to be robust and strong for the current and coming years.

Kepong coming!

Good results

The difference with Tek Seng. Tek Seng manufactures solar panels/ cells and in the long run...prices will come down. http://www.theguardian.com/environment/2016/jan/26/solar-panel-costs-predicted-to-fall-10-a-year

Those that run solar farms like Cypark will benefit from lower panel cost as they will be similar to a power plant.

财经 2016年03月25日
藉「M卡」进军医疗领域　佳易冀摆脱亏损

（吉隆坡25日讯）佳易科技（KEYASIC，0143，主板科技股）以公司研发的「M卡」，进军医疗领域，並期望藉此摆脱过去几年的亏损状况。

该项新发明「M卡」，能透过WiFi连接智能手机或电子设备，进行接收及发送资料的记忆卡，是市场上暂时唯一的移动医疗SD记忆卡。

佳易科技主席吴家义在今日记者会上，向媒体展示「M卡」与「持续正压呼吸器（CPAP）」使用方法，该呼吸器普遍用于高血压病患及多种心血管疾病患者。

「M卡」能通过记忆卡无线连接，让电子医疗设备使用「物联网（IOT）」的方式，將记录的资料传送至医疗人员，以方便专业人士追踪病情。

吴家义指出，该呼吸器全球市场价值为50亿美元，因此成长空间非常大。另一反面，他认为，西方国家的保险业者或因医生要求，为病患承担购买此类机器的成本，从而提高该產品需求。

吴家义补充，「该记忆卡在未来將持续发展，并延伸至其他医疗设施。」他还透露，该公司昨日已与台湾易特联合科技股份有限公司签署合约，为后者提供1万张「M卡」。

吴家义预计，该公司將会在未来1年里转亏为盈，并对该公司前景抱持乐观態度。

吴家义控制的另一家上市公司--繽纷多媒体（PALETTE，0005，创业板）隨后也召开记者会，对媒体表示该公司获得格里芬国际价值50万美元（將近200万令吉）的移动医疗系统合约。

该合约以伙伴方式进行并为期10年，授权格里芬国际于中国成都，销售旗下名为「i-medic」的云端科技。

这两家公司股价近期均明显走高，佳易科技股价从3月2日的16.5仙，上扬32.98%或5.5仙，至週五（25日）的22仙。

而繽纷多媒体股价表现亦从本月11日的4仙，飆升至22日的7.5仙，并创下52周新高，隨后股价回落，并在週五以每股6仙掛收

News for this Kepong tender should be out in April/May.Cypark got potential as they managed one WTE in NS. http://www.crbenv.com/crb_waste-to-energy.html

KUALA LUMPUR: Tenders from three bidders for the proposed Taman Beringin waste-to-energy (WTE) incinerator project in Kepong were currently being scrutinised by the government.

Urban Wellbeing, Housing and Local Government Deputy Minister Datuk Halimah Mohd Sadique said the three had been shortlisted out of four parties that have submitted their proposals.

"The documents are still being scrutinised by a technical committee, comprising representatives from relevant government agencies and experts on solid waste management from local universities, and another committee chaired by Ukas (Public- Private Partnership Unit) under the Prime Minister's Department, so we can't give the estimate construction and operations costs for the project yet. The incinerator, if approved, will have the capacity of processing 1,000 tonnes of waste daily.

"The environmental impact assessment that takes between nine and 12 months, is also being carried out first as a condition before the tender can be awarded. A consultant was appointed in September last year to carry out the study," she said in responding to a question by Tan Seng Giaw (DAP-Kepong).

CNN featured them
http://www.firstpost.com/topic/place/malaysia-cnn-news-on-cypark-s-8mw-solar-farm-built-on-closed-dumpsit-video-_VTfzC8yI_A-582-1.html

Gua say no more 15 la. 25 by June.

Good stuff coming end of the week...

Wont drop to 155 anymore....will fly Above 25 by this june

Yvvone Chia bought this ar 23sen. 25 sen now is peanut returns. Tp at least Rm 1.00

Huat ah

Vroom vroom start your engines

Foreigners buying...

Lari again.

 Pos deteriorated margins was affected by forex impact on transshipment business and higher staff costs on collective agreement with its labour union.
 Pos has renegotiated most of the transshipment contracts to be denominated in US$ (vs. previously RM).
 The acquisition of KLAS plays an important part of Pos strategic future growth plan to become a key total logistic solution player in the country.
 We expect a gestation period of 1-2 years post consolidation (EPS drag), given the capex and expansion costs as well as reservation on the execution of the plan.
 Dividend payout to shareholder may be affected as well due to high capex expectation during the gestation period.
 Maintained HOLD with unchanged Target Price of RM2.40, based on 12x FY03/17 P/E.

Managepay Systems gets nod to issue electronic money
Posted on 25 February 2015 - 05:36am
sunbiz@thesundaily.com
Print
PETALING JAYA: Managepay Systems Bhd (Mpay) has received approval from Bank Negara Malaysia to issue electronic money (e-money) via the proposed online wallet (Mpay Balance) and prepaid card (Mpay MasterCard).

In a filing with the stock exchange, Mpay said Mpay Balance and Mpay MasterCard comes with a respective wallet limit of RM10,000 per account holder.

"ManagePay shall commence the issuance of the Mpay Balance and Mpay MasterCard within one year from the date of BNM's letter," it added.

E-money is a payment instrument that contains monetary value that is paid in advance by the user to the e-money issuer.
The user of e-money can make payments for the purchase of goods and services to merchants who accept the e-money as payment.

E-money can be issued in different forms such as card-based (e.g. prepaid card) and network-based which can be accessible via the internet, mobile phones or any other devices.

The current e-money issuers include Alliance Bank Malaysia Bhd, AmBank (M) Bhd, Bank of China (M) Bhd, CIMB Bank Bhd, Citibank Bank Bhd, Malayan Banking Berhad and RHB Bank Bhd.

According to Bank Negara website, there are also non-bank e-money issuers, including AEON Credit Services (M) Bhd, Celcom Multimedia (Malaysia) Sdn. Bhd, Digi Telecommunications Sdn. Bhd, Maxis Mobile Services Sdn. Bhd, Touch 'n Go Sdn. Bhd and Tune Money Sdn. Bhd.

Mpay's share price rose 0.5 sen to close at 21.5 sen yesterday.

MYEG to buy Mpay??

Scicom started as a BPO company but has morphed into a
significant e-government service player by being the sole agent to
the MoE in processing foreign student visas. According to the
company, it processed an estimated 66k applications in 2015.
● In 2016, Scicom said it will venture into e-commerce through “estore”
by cross-selling products/services to foreign students. It will
get a cut from every sale and company expects the monetisation
of foreign student database to yield strong positive results.
Malaysia’s e-commerce market in 2010-14 grew at a 34% CAGR.
● Net margins have been on an upward trajectory due to its egovernment
business. NP was +56% YoY in FY14 and +50% in
FY15. Consensus expects 22% EPS growth in FY16. In 1H16,
Scicom’s EPS was +34% YoY and management expects a stronger
2H with new BPO contracts that it has recently signed on.
● Due to its asset-light business model, Scicom generates ROEs of
40-45%. Based on consensus, it trades at 19.0x FY16 P/E, offers
a 3.5% dividend yield and is in a net cash position.
Scicom prides itself on being more than just a call centre
Scicom (Mkt cap: US$196 mn, 3M average daily value: US$0.3 mn)
began operations in 1997 (listed in 2005) as a business process
outsourcing (BPO) company. The competitive advantage it has over
customer contact hubs, such as India and the Philippines, is its
domain knowledge across vast industries and multilingual staff (30
languages). According to the company, it has served/is serving big
corporate clients like Nokia, Singtel, McDonald's, AirAsia, HP, Pepsi,
etc, typically under long-term contracts. Currently, it has 45 corporate
clients and is not overly dependent on any single one; >70% of
revenues are derived overseas. Scicom prides itself on being more
than just a call centre but instead, a "mini Accenture" providing
consulting and technology services, as 92% of its staff are qualified
graduates. As the business model is replicable across industries and
countries, it is continuously looking to expand its client base.
Government contract provides concession-type income
In recent years, Scicom has managed to break into a new business
segment, dubbed "e-government". The Education Malaysia Global
Services (EMGS) contract was awarded by the Ministry of Education
(MoE) in 2013 and involves Scicom providing the backend engine which processes all foreign student visa applications in Malaysia. We
understand from management that it is a 10-year cost-plus
concession. In 2014, Scicom processed 55k visa applications (+87%
YoY) and this grew an estimated 20% to 66k in 2015. Management is
upbeat on growth prospects, as the education sector in Malaysia is
one of the key thrusts of the Economic Transformation Programme
(ETP) and measures are being taken to push foreign student
enrolment to 200k by end-2020. Malaysia has ~618 higher learning
institutions (including colleges, universities and polytechnics).
Breaking into e-commerce in 2016
In 2016, Scicom will launch “e-store” which entails cross-selling
products/services to foreign students. According to management, it
will tie up with 1-2 telco service providers, banks and another 50-plus
companies (including cinemas, F&B, retail, etc.) and Scicom will get a
cut from every sale of product/service. Management expects the
monetisation of the database to yield large positive results. To put this
into perspective, Malaysia’s e-commerce market saw a 34% CAGR
between 2010 and 2014. According to 11street and iPay88,
Malaysia’s online transactions per capita doubled year on year in
2015.
Net profit grew at a 27% CAGR between FY11 and FY15
Scicom's FY11-15 net profit experienced a 27% CAGR (June yearend).
In FY14, NP was +56% YoY and in FY15 +50%. Net margins
have been on an upward trajectory and the boost in FY14 was due to
the maiden contribution from its e-government business. About 45%
of profits are derived from BPO and the remainder from government
contracts. Consensus expects 22% EPS growth in FY16. In 1H16,
Scicom's net profit was +34% YoY and management is guiding for a
stronger 2H with the new BPO contracts that it has recently signed on.
The group is in a net cash position and has consistently paid
dividends (77% payout in FY15). The asset-light business model also
gives rise to high ROEs in the range of 40-45%.
Based on consensus, the stock is trading at P/Es of 19.0x in FY16
and 16.3x in FY17, and offers a 3.5% yield. Similar companies such
as MyEG and Prestariang, which also operate e-government services
in the country, trade at 26.9x and 25.0x FY16 P/E, respectively.

Not bad. Foreign broker covering Scicom. More to come

Some people here worship them like God. Hahaha

2.80! Wow

He travels well, eats well, practise yoga and talks well. His fund losses piles up and aum declined from $16b in 2012 to $4.5b in 2015...
http://www.pressreader.com/china/the-wall-street-journal-asia/20160212/281857232586363