ARB还值得投资吗？

附加股， ICPS、ERP、IoT，这些术语对于普通投资者来说似乎让人费解。 但话说回来，投资机会往往存在于难以分析的数据堆中，ARB会是这样吗？ 接下来的分享将让读者们了解更多。

商业模式

有些读者可能已经知道到 ARB 自 2019 年以来的改变，从一个日渐衰落的木材公司转型到IT解决方案和服务作为其核心业务模式。 但更准确地说，ARB主要提供企业资源规划（ERP）和物联网（IoT）解决方案和服务。

对投资者来说这可能很难理解，但接下来我会尝试简化该公司的商业模式。

ERP 只是一种简化的软件和/或解决方案，该软件帮助公司收集和管理其日常业务运营数据，ERP 用户可以从运营数据中识别其业务中未动用的资源，并对其大大地进行优化。

对于物联网，它更难以解释，因为它代表了通过数据传输集成智能设备的整体概览，并且无需复杂的人工干预。 让我举个例子，亚马逊的 Alexa 设备被认为是一种先进的物联网设备，因为它涉及人工智能，简单来说，物联网通常会提高我们的生活素质。


增长前景

相信大家都知道 ARB 的业务似乎很复杂。 我们仍然需要确定该公司的业务是否具有增长潜力。我已从独立市场研究公司 获取了一项研究作为参考。

2019 年全球 ERP 市场规模为 393.40 亿美元，预计到 2027 年将达到 863.030 亿美元，2020 年至 2027 年的复合年增长率为 9.8%。 企业资源规划 (ERP) 是一个模块化软件系统，主要旨在将一个组织的业务流程的主要功能整合到一个统一的系统中。 ERP 系统由核心软件组件，通常称为模块，专注于基本业务领域，如财务和会计、人力资源 (HR)、生产和材料管理、客户关系管理 (CRM)、供应链管理等组成。 公司可以根据业务重要性选择要使用的核心模块。 企业资源规划实现了高效的资源管理和组织活动的整合，并提高了运营效率，从而为企业提供了竞争上的优势。

虽然研究所提到预测的都合乎情理，我们仍然需要小心。 不管怎样，我们稍后会提到这个部分。 该物联网未来又表现如何？

根据 Mordor Intelligence 的数据，物联网市场在 2020 年达到 7614 亿美元，预计到 2026 年将达到 1.39 万亿美元。

增长主要发生在几个工业部门，即制造、零售和医疗保健领域，这些部门已经部署物联网技术来跟踪疾病并处理与疫情有关的数据。

随着全球边缘运算和 5G 基础设施的普及，物联网有望更容易地用于企业发展并以更快的速度增长。 工业 4.0 是专注于自动化制造过程的工业革命，也将从中受益。 在未来，企业将更频繁地将物联网技术用于智能工厂自动化。

老实说，我更看好于物联网 ，因为它与工业 4.0 的关系更密切。 无论如何，目前对于 ARB 来说，未来十分光明。

数字

这里有一些奇怪的地方，我们可以看到 ARB 的净收益或利润一直在增长，但摊薄后的每股收益在 2019 年至 2020 年期间仍然停滞不前或略有收缩。 为什么会这样？尽 管来自雅虎财经的数字并不完全正确，但稀释后的每股收益表明了任何稀释后的预期每股收益，在这种情况下就是 ICPS。

而且既然ARB即将发行配股，不如我们讨论一下。

根据我预测的情景，最有可能发生的是基本情况，预计不会在当前水平转换 ICPS，这是完全合理的，因为转换价格低于当前股价，因此在当前价格转换并没有任何吸引力。


因此，预计扩大后的ARB股份总数约为12.16亿股。


顺便说一下，这些资金预计将用于发展水培物联网，我注意到有几篇关于这部分的文章，所以我将不解释这部分。

然而，如果我们将最近一个财政季度的净利润为 3358.8 万令吉并将其标准化为 4 个季度，我们将得到 13435.2 万令吉。 当然，这是一个预测，并不是每个季度都能赚钱。 接下来我将提到关于折扣的部分。

如果你使用这个数字并根据基本情况计算稀释后的每股收益，将得到 11.044 仙的每股收益，现在你可以根据你想要的任何价值对其进行折扣。

真正有趣的是 ARB 的股价仍然是 15.0 仙，以 ARB 目前的价位来看， 其摊薄价格低于盈利估值的 2 倍， 价格实在是低得离谱。

当然，市场上也有许多关于 ARB 的谣言，但考虑到ARB估值达到5倍的潜在回报，回报比风险高出几倍。 因此，我认为在当前水平上投资 ARB 是安全的。

https://klse.i3investor.com/blogs/looking4beta/2021-12-20-story-h1595690173.jsp

https://hbr.org/2021/12/bringing-blockchain-iot-and-analytics-to-supply-chains

Bringing Blockchain, IoT, and Analytics to Supply Chains

yes, contribution stock

Who is the paid keyboard warriors ? hahahha

Who is spamming now ?

Opportunity knocks
With a host of viable use cases across a variety of horizontal and vertical markets, the “IoT in 5G” realm presents CSPs with a unique opportunity to begin extracting value from their 5G investments. IoT in 5G is especially enticing since it means monetizing the enormous stores of customer and operational data that CSPs already have on hand. Concurrently, IoT points the way for CSPs to venture into new industries, offering initiatives and services beyond network connectivity.

An IoT strategy supported by a strong business case for each targeted vertical industry has the potential to share risks and rewards, optimize processes, leverage current infrastructure capabilities and generate unique insights for the business in the form of precise and highly insightful data sets. CSPs should look for service orchestrators to help them strategize and implement the ecosystem necessary to take advantage of the IoT in the context of 5G.

Three steps to take now
The service opportunities across nearly every vertical business market are virtually endless. To seize the high ground, CSPs should consider the following three approaches. Although they are defined separately, they can be deployed alone or in combination. For example, a CSP might offer a connectivity platform to the entire market, develop specific tailored vertical solutions for automotive and healthcare, and create a digital ecosystem platform for connected home. Ultimately, though, both the connectivity and tailored vertical solutions can be supported through a central digital platform.

1. Build a robust connectivity platform.
CSPs must customize their technology assets to deliver IoT-enabled connectivity platforms. They need a connectivity layer that can handle any data volume, from millions of connections that send only a few bytes a few times an hour, to a small number of connections sending hundreds of gigabytes of data per minute. This connectivity layer should also be able to accept any interaction, from billions of devices periodically connecting and “dumping” logged data into the network, to millions of end points — such as cars — that require always-on connectivity.

Different scenarios also have varying latency requirements. For instance, cars are more connected to everything — from other vehicles, to transport infrastructure, to pedestrians, and to data centers, particularly when operating in “vehicle-to-everything” (V2X) mode. This requires extremely low latency. Different use cases will have varying requirements, which the communications system must handle efficiently and cost-effectively.

2. Assemble an effective digital ecosystem.
Perhaps the most promising approach to IoT is for CSPs to develop a digital platform that enables many partners to add services, features and functions that all participants can use as building blocks to develop new services. These components can cover everything from connectivity to location information, rewards programs, payment processes, specific vertical applications, etc. The platform should also support many ways to share revenue. In short, to be successful, a CSP must first establish itself as a genuine IoT provider and then partner with industry experts to meet key market requirements.

CSPs need a value-added layer that provides easy-to-consume services such as software orchestration, analytics, device management, security, metering and billing that those developers can use to help build out their applications. This layer should also support cloud interoperability, so developers incorporating services from the major hyper-scalers can quickly connect to and interoperate with the CSP platform.

3. Orchestrate your workforce.
Being truly ready for IoT means having the right tools, processes and infrastructure to deliver services at the network’s edge. But it also means having the right workforce, resources and trust with third parties to deliver an effective customer experience. Winning at IoT requires agility in work and mindset, with faster-than-ever innovation cycles and novel ways of working. We suggest focusing on gaining the trust of one industry at a time. Allow partners to deliver enterprise-grade solutions while your organization delivers a secure and reliable IoT core network. That’s how to build trust across the ecosystem. Once a CSP has mastered connectivity, it can act as a matchmaker for industry players that want to monetize their data.

Driving an immersive fan experience
We recently led a team (sponsored by Verizon and Colt) that built a conceptual IoT-based immersive fan experience powered by 5G connectivity for use in a “smart” stadium. In this case, the CSP provides dynamic 5G network slicing at stadium level, plus drones-as-a-service for aerial video feeds. We envisioned a number of “smart stadium” personas that would benefit from this experience (see below). Key partners on this project included AWS, STL, Subex and ServiceNow.

Leveraging AI, IoT, AR and VR, this experience pulls viewers into the smart stadium, enabling them to interact with the environment, allowing them to view information by persona.

Getting ready for IoT
To meet varying demands, CSPs must decouple and expose services to establish themselves within the IoT ecosystem. They must build platforms that connect ecosystems, or probably more accurately, a series of interlinked ecosystems from multiple CSP partners to create global scale. These platforms must support multiple business models simultaneously, with CSPs deriving revenue from other members of the ecosystem as well as end users, and enabling different charging methods for the end customer, such as connectivity sponsored by a third party.

From a technical standpoint, the prerequisites for CSP entry include:

Network transformation. By moving toward software-defined-networking (SDN) and network functions virtualization (NFV), CSPs have an opportunity to offer IoT platforms at a much lower cost and the flexibility and agility required to lay the foundation for new business models. Stand Alone 5G (5G SA) network) will be required to realize the full benefits of 5G for a greater breadth of IoT use cases because 5G cannot reach its full potential in its non-standalone (NSA) form with 5G Radio Access Network overlaid on an existing 4G LTE network core. But the Stand Alone (SA) form can provide additional capacity and address many latency rates for certain use cases since 5G NR access network is deployed on a new 5G network core. The potential for standalone 5G networks, run on a new 5G network core, is vast. This version of 5G will deliver massive machine-to-machine communication solutions; real-time device-to-device networking; and ultra-reliable, low-latency functionality for things like autonomous devices and next-generation IoT.

Opening the “operating system.” Rather than locking others out of their IoT ecosystems, CSPs should offer the ability to integrate with third-party cloud-based IoT platforms using standard interfaces and protocols to create a path to adoption. Siemens’ MindSphere and Bosch’s IoT Suite are both examples of successful open IoT platforms that CSPs could emulate.

Explore non-private networks that serve the needs of enterprises. Several independent spectrum options, including dedicated IoT frequency bands, shared bands and unlicensed bands, can enable non-public networks. In addition, operators can allocate part of their spectrum assets to support these networks.

Spanning the gamut
CSPs are already seizing the high ground. Here’s a sampling:

Industrial monitoring systems. Today’s complex manufacturing ecosystems are connected from temperature sensors to flow meters and beyond, ensuring end-to-end supply-chain visibility, boosting production efficiency and driving cost savings. T-Mobile was one of the first carriers to take advantage of this “IoT in telecom” application. In 2018, the company launched the first NB-IoT network in the U.S. to help industrial companies capitalize on the power of data in their warehouses.

Data management and monitoring solutions. The urban environment provides fertile ground for CSPs, as shown by the large number of “intelligent city” use cases. O2, AT&T, Telefónica, NTT Docomo, SK Telecom and Deutsche Telekom are among dozens of Tier-1 CSPs modernizing cities around the world via IoT-based solutions, enabling companies to automate processes, improve customer experience, reduce time and labor costs, adapt business decisions and generate more revenue streams.

Smart-home and building market. CSPs are supplying network resources and bandwidth to connect heating, utilities, air conditioning, alarms, locks, cameras, pool systems and appliances. CSPs are reselling tailored consumer applications and services for this segment.
Healthcare. In South Korea, SK Telecom partnered with Yonsei University to build an IoT-powered hospital that allows patients to control their beds, lighting and entertainment options. In China, several leading medical facilities are working together on the first 5G-based hospital network standard to optimize healthcare delivery in the country.

Targeting vertical markets
With revenue for pure connectivity services under increasing pressure, CSPs need to embrace ways of delivering new types of services to customers in specific vertical markets such as agriculture, energy, healthcare, logistics, smart meters and smart homes and the like. Many CSPs have already started this journey. Until recently, operators had been limited in their ability to segment network capabilities to serve specific verticals, but this is changing with the deployment of low-power, wide-area (LPWA) networks including LoRA, Sigfox and NB-IoT. LPWA networks are ideally suited to low-bandwidth access applications such as asset tracking and remote operations/surveillance. For agricultural applications, LPWA networks could deliver cost-effective solutions that are simply not feasible with today’s cellular networks.

5G and IoT increase the opportunities for CSPs to create network “slices” that support use cases with varying requirements for latency, throughput, coverage, etc. CSPs envision offering fine-tuned vertical slices sold in SaaS and PaaS models. For example, a connected vehicle likely would require guarantees of latency, throughput, coverage and security.

To succeed with network slices, CSPs must map them against the products that they bring to market (either directly or via partnerships) and the market segments they target. In the IoT space, product categories are classified as “application verticals” and market segments as “industry verticals.” Industry verticalization represents a new approach to market segmentation. Rather than segmenting the enterprise market based on the size of the company, CSPs must segment opportunities based on the particular vertical or sub-vertical that a prospect belongs to, regardless of size.

Network slicing will eventually do away with bandwidth sharing and the unpredictability of existing networks and has the long-term potential to turn such things as real-time analytics, remote surgery and autonomous cars into reality. The same network will be able to run the 5G trump card, Narrowband IoT (NB-IoT) – the cellular answer to low bitrate, low-power wide area networks – thus providing interoperability between zero latency and low-power massive machine-type communication (MTC ) use cases in the long run.

Adopting this approach allows CSPs to build a clearer picture of how they can exploit network slicing. Application verticals and sub-verticals can have very different requirements for latency, throughput and coverage. By matching capabilities against different application verticals and analyzing which industry verticals offer the most attractive prospects, CSPs can decide where to focus their efforts and find the right balance between horizontal and vertical approaches.

Therefore, CSPs must target a specific vertical and provide 5G/IoT solutions for many different players in that ecosystem (see 10 vertical industry use cases, below). For example, in the automotive space, CSPs could offer high-bandwidth connectivity to provide a seamless and high quality of service for infotainment, navigation and other services, or explore useful partnerships to leverage specific niche capabilities in smart connected mobility. Low-latency and high-bandwidth connectivity can support “platooning,” where many vehicles with autonomous capabilities drive together in a group, improving fuel efficiency and reducing the number of vehicles on the road. In the future, low-latency, high-bandwidth connections could support remote driving and support (e.g., vehicle maintenance), which will open the possibility of new services and cost savings.

The amount of data from vehicles will grow exponentially with greater proliferation of shared mobility as an alternative to privately owned vehicles, progress in powertrain electrification driven by stricter emission regulations and increased vehicle connectivity. These trends will define new mobility models, and data-enabled services and features where car manufacturers can add data-based business models by monetizing data assets with other stakeholders, such as insurance companies and fleet managers.

The task at hand
After watching over-the-top (OTT) content players, messaging and even voice services claim CSPs’ potential revenues, CSPs have a chance to recover lost ground via vertically focused IoT offerings. New revenue-building opportunities are underway, motivating CSPs to rethink their strategies and embed digital into their core business models. This is especially true in the B2B2X market, where IoT will drive efficiency, create value, unlock insights, unleash innovation and enable new business models.

This means that CSPs must create innovative services and applications in vertical markets where there are high-value use cases. Adopting models such as software as a service (SaaS), backend as a service (BaaS) and platform as a service (PaaS) for these 5G/IoT offerings will help improve business processes and deliver better services to consumers. Every CSP must effectively determine which set of IoT applications present the greatest potential benefit within the specific markets in which they operate and focus intently on them.

A recent study by TMforum reveals that CSPs see IoT platforms as new revenue streams that do not compete with or undermine traditional connectivity services. But building a platform business architecture requires fundamental changes in thinking and a very different way of operating. CSPs’ IT infrastructures, systems, functions and features will all need to:

Enable the fast, cost-efficient addition of partners and partner ecosystems

Support the flow and settlement of revenue across many partners and in multiple directions to create multi-party trade

Have the ability to scale up and down at levels and speeds previously not considered possible

Provide information to, and use information from, previously siloed domains

Achieve all this with far greater cost efficiency

5G + IoT = Opportunity

https://www.forbes.com/sites/cognizant/2021/11/30/5g--iot--opportunity/?sh=14ca9dbb3df2

Communication service providers (CSPs) are capitalizing on enterprises’ seemingly insatiable demand for Internet of Things (IoT) solutions. Achieving their lofty IoT business objectives is often another story.

To plug and play in — and profit from — an increasingly Industry 4.0 world, CSPs must harness the vast amounts of Internet of Things (IoT) data generated by clients in industries spanning entertainment and healthcare to manufacturing and logistics — and convert this insight into highly verticalized solutions. Importantly, they must accomplish this with user consent upper most in their minds — and within the bounds of an increasingly stringent regulatory environment that protects consumers’ privacy, including General Data Protection Regulation (GDPR).

The risk could be worth the reward. IoT is poised to be a form of savior for businesses of all stripes and sizes and is expected to generate over $1.5 trillion annual revenue by 2030. And according to Gartner, by next year, one in four large organizations will either buy or sell aggregated data on formal online data marketplaces. CSPs have a unique opportunity to monetize their access to vast volumes of data flowing through their infrastructure. All of this is welcome news to CSPs, many of whom face increased competition and downward revenue pressure on their traditional voice and data services. AT&T and others are already marking their territory in this area.

In addition, investor expectations are higher than ever. The loss of short message service (SMS) and voice services revenue over the last decade has been offset by growth in fixed and mobile broadband revenue. Shareholders expect CSPs to continue to invest in next-generation networks (5G and IoT) without increasing their CapEx-to-sales ratios, to continue their expansion beyond traditional telephony services.

The fast-expanding IoT services market is one way that CSPs can further accelerate their growth trajectory.

to create analysis and visualizations that allow users to view real-time conditions of animal health. The data is stored in the cloud for future use and analytics.

It's worth mentioning that today, IoT hardware is much more accessible than 10 years ago. There are more off-the-shelf products available and custom-build is also easier. Using IoT in animal healthcare is no longer a sci-fi story.

Remote diagnostics
Another use case for IoT technology in agriculture and animal care could lie with remote care and diagnostics for hard-to-access locations and urgent incidents. By allowing a medical professional to access data and diagnostics remotely from wearable hardware, animals can receive immediate help and improvement of their condition. Farmers save time and resources that they would have otherwise spent on veterinary visits.

IoT-based remote diagnostics could also improve pets' medical care. Telemedicine is already a booming market, with startups such as Dogsee.me offering remote services and diagnostic. Enabling professionals' access to real-time medical data would take the quality of care up to the next level. IoT combined with teleservices also offers the potential to bring costs down and make services not only more accurate but also more widely available.

The IoT-fueled future of smart farming
Animal healthcare can only unlock the full power of IoT if data analytics and AI are applied. Suppose we collect data from wearables across farms, analyze this data and use ML and AI. In that case, we can create data-driven insights and build models that work at collective levels and allow for both prediction and prevention.

The sky is the limit. Echocardiograms, temperature and motion data could be captured and fed into an AI algorithm to detect diseases and urgent cases. Computer vision would extract specific movement patterns that suggest disease and illness to prevent serious cases, thanks to early diagnostics. Incorporating a variety of technologies and using them for stream analytics can make insights even more powerful.

Today, we can create digital twins for farms, using real-world data to build simulations and, most importantly, predictions.

Technology can help farmers -- no matter the scale of their business -- predict challenges, improve animal productivity and well-being and increase profitability, which will benefit both consumers and the wider economy.

Someone said "his point support with facts"

or just

"support with his own facts"

https://www.csoonline.com/article/3642377/securing-iot-best-practices-for-retailers.html

Securing IoT: Best Practices for Retailers

We see innovation on a daily basis. Without a doubt, one of the most game-changing innovations is the Internet of Things (IoT). Industry analyst firm IDC expects there will be over 41 billion connected IoT devices by 2025.

In particular, the retail sector is increasingly using IoT technology to personalize the customer experience and digitization. However, much of this includes the collection of personal data, which is a target for cyber criminals.

As the connected ecosystem expands and retailers continue to invest in connected devices to increase competitive advantage, let’s explore how these trends will affect security.

Growth opportunities

IoT in retail is a tremendous opportunity to provide a truly customer-centric experience. For example, this might include magic mirrors for clients to virtually try on clothing, cashier-less checkout options, and virtual pathways through a physical or electronic store based on the unique needs of a specific shopping trip.

A better customer experience translates to customer loyalty and repeat business. For the retailer, being able to understand buyer intent helps to optimize the supply chain to make sure the right items are available at the right time for the right customer. Ultimately, through IoT technology, shopping experiences are improved for the customer and more predictable for the retailer.

And yet, with every improvement in technology comes the opportunity for new or unexpected problems.

Some of the challenges arising from IoT

While the technology offers tremendous value for the consumer and the business, IoT implementations should be managed and deployed with a security-first mindset to help prevent data breaches and ways for adversaries to enter the corporate network and move laterally to cause major business disruption. Organizations should make cyber-risk mitigation a part of every transformative initiative from the very start.

IoT usage expands the number of devices attached to a network and thus increases the attack surface. Organizations need to understand how an IoT device works and how it is connected to the network. They also must have visibility into how data is collected, processed, and used. This information is necessary to highly secure the IoT device itself, as well as the software running the device.

IoT devices are endpoints on a network and should be treated with the same consideration as any other endpoint — such as a laptop, server, or phone. One step in helping to prevent the breach of an IoT device is password management. Often, organizations will “set and forget” an IoT device with the default factory password. This practice gives adversaries the opportunity to gain access to the device and potentially move laterally throughout the network.

Another cybersecurity best practice for IoT is having a patch management strategy. This should include ensuring patches are up-to-date and allowing for out-of-band patchability and audibility to eliminate obvious opportunities for adversaries.

Also, it helps to reduce cyber risk by managing IoT with a Zero Trust approach, which means not trusting anything inside or outside of the perimeters and requiring verification of anything and everything. Clearly categorizing types of endpoints is a good way to identify an IoT device vs. a traditional endpoint that is typically “attached” to a human. Using zero trust to manage IoT devices needs a strong cybersecurity engineering approach, so it often helps to align with an IT security partner if your in-house staff lacks this expertise.

Another best practice: The headless or non-GUI (graphical user interface) applications that run the IoT device and collect the data should be highly secured. Using software engineering best practices means that the application is tested for security vulnerabilities and those vulnerabilities are either remediated or deferred based upon a risk assessment.

Next steps

Lower latency and higher bandwidth capabilities will make IoT initiatives more attractive because this functionality speeds processing and thus, business value. Organizations must: be ready from a cybersecurity perspective to proactively manage new and larger attack surfaces due to this increase in connectivity; understand and highly secure the larger number of devices accessing the network; and use automation for the extension of security policies to new types of devices.

While IoT solutions are game changers for retailers, they must be deployed in a thoughtful manner so as not to put sensitive information at risk. Trust and credibility are critical cybersecurity traits that can help businesses withstand cyber threats.

@onepunch Most tech stock in Malaysia is highly rely on gov or brand that famous. Meanwhile the target audience of Arb is more into SME. Is a different path like others tech stock. Arbb is having potential but matters of time.

Unstoppable

Cheating myself ? Did you read the article ?

I am just sharing future of IoT ? Are you OK ?

The immersive workplace

Although time will tell how the metaverse will redefine work, we are already seeing a blurring of physical and digital worlds. Suppliers must be able to deliver the technological agility and flexibility that the workforce demands. It’s only a matter of time before such changes in technology use cause major changes in how organisations interact with their suppliers.

VR and AR is certainly moving beyond the realms of online gaming and as businesses look to develop virtual office environments, the metaverse may provide the answer to the challenges of replicating physical in-person interactions. Some businesses are already looking to create low-touch office spaces based on digital tools covering areas such as occupancy monitoring, hot desk booking, smart heating, etc.

Creating an immersive experience for remote and office-based workers could improve the employee experience and level the playing field across those physically working in the office and those working from home. Undoubtedly, concerns about data and privacy will be an issue, but it may be one way to foster effective collaboration as employees make a return to working via a hybrid office/home environment.

VR may not be ready today – wearing a headset for more than an hour is cumbersome and until lightweight effective AR glasses become available at the right price, it is likely that AR will remain an environment for the tech enthusiasts and those with highly specialised needs, such as surgeons. Do we really want to interact with poorly managed avatars or holograms where facial mannerisms are not particularly well presented or the person we are interacting with appears cartoonish? Does it mean that once we assume a digital identity in this way all our interactions will be tracked and monitored?

Whether the metaverse signals a dystopian future or not, it is still at the early stages. As with many technologies, it is likely that it will mature rapidly and that users will tease out what makes sense for them, leaving behind many areas that technologists thought would be of great interest. However, the opportunities are vast and we can expect more tech giants, along with a large ecosystem of smaller point players, to invest in metaverse ambitions.

Printing in the enterprise metaverse

To realise the enterprise metaverse, there will be a requirement for digital twin technology, IoT sensors and mixed reality. This will bring opportunities to create workspaces that allow for both physical and digital interactions. Companies can already unlock some of the potential of the metaverse through the analysis of data from connected environments, using this to evaluate outcomes, while harnessing AI to improve and automate tasks.

The true potential of AR is already being realised in areas such as predictive maintenance. Here it can leverage ML to track data from past device and predict the future can lead to the replacement of items before failure, or to the extended use of items as failure is less likely to happen. Companies can use the metaverse to identify when a component is likely to fail – and can also optimise energy use and reduce downtime while doing this.

When it comes to the print industry, AR is starting to be applied, but so far mainly on the service side. On 9th November HP announced HP xRServices, powered by Microsoft Hololens 2 targeted at its industrial printers. HP xRServices creates a virtual/real world combination in which customers can connect with HP engineers in a split second through mixed reality, advising them on any issue, at any point of their print production.

Meanwhile Xerox CareAR enables service teams anywhere to instantly provide remote visual AR support for their customers, employees and field workers.

However, the use of mixed reality for virtual collaboration poses a threat to print in an already declining market. For instance, Horizon Workrooms includes a virtual whiteboard where you can use your controller like a pen, either on the physical desk or standing with others at the whiteboard. Also, in a virtual world, ‘print’ may be an electronic process where ‘paper’ is a projection of data into a VR environment. Print manufacturers will need to consider such digital print technologies to participate in the metaverse.

https://www.computerweekly.com/blog/Quocirca-Insights/The-metaverse-and-the-future-of-work

The metaverse and the future of work

The metaverse promises to create an immersive, interactive and shared digital world that brings together mixed reality – augmented reality (AR) and virtual reality (VR) – along with 3D holographic avatars, IoT and digital twins. It is seen as the next great leap in the evolution of the internet with tech titans such as Meta, Microsoft and NVIDIA announcing their vision of this alternate universe. So, beyond the hype what does it mean for the future workplace?

The pandemic has changed traditional office working in favour of a hybrid mix of remote and virtual collaboration. Now, we see a future where a ‘metaverse’ promises to create immersive virtual experiences that could break down the divides between office and remote working.

From science fiction to reality?
Author Neal Stephenson coined the term ‘metaverse’ in his 1992 science fiction novel Snowcrash. In the book, the Metaverse is a collective shared virtual space that combines virtually enhanced physical space with physically visible virtual worlds. It included the sum of all virtual worlds, augmented reality, and the internet. However, the concept could be dated further back to William Gibson’s Neuromancer from 1984 where the metaverse was depicted under a different term: “cyberspace”. Today, online role-playing games like World of Warcraft, Minecraft and Roblox already embrace elements of the metaverse.

While thoughts of a metaverse may create feelings of apprehension and fear, the merging of our physical and digital lives is already underway – we are already reliant on screens and pixels, with many of us living and working behind screens. Like it or not, the tech giants are working on the technology, platforms and infrastructure to make this a reality – even if it is 5 to 10 years away.

Meta, formerly Facebook, Inc., the umbrella company covering Facebook, Instagram, Messenger, WhatsApp and other technologies, has made significant investments in AR and VR – including its acquisition of Oculus in 2014. Its Oculus Quest VR headset product line will be known as Meta Quest from 2022. Meta’s metaverse is known as Horizon and Horizon Workrooms and is now in open beta. This is Meta’s flagship collaboration experience that enables people to work in the same virtual room, regardless of physical distance. VR headsets allow teams to interact using digital avatars in a shared online office. This is not simply video calls with a headset – team members interact with avatars, share digital whiteboards and experience directional audio.

Microsoft is also gearing up its own metaverse vision, building on HoloLens mixed reality headset technology and its acquisition of AltspaceVR in 2017. Shortly after Facebook rebranded to Meta, Microsoft announced it is bringing the mixed reality capabilities of Mesh, its collaborative platform for virtual experiences, to Microsoft Teams in 2022. This will allow the use of 3D animated avatars and will work with or without a VR headset. Businesses will be able to build their own metaverses or virtual spaces inside of Teams. Microsoft’s metaverse technology stack includes Microsoft Mesh, Azure IoT, Azure Digital Twins and analytics.

Most recently, Microsoft and Meta announced Teams Integration with Workplace, enabling employees to access content from Workplace within Teams. This partnership brings together two major rivals, and although Teams boasts a much larger paid user base (200 million as of July 2021) than Workplace from Meta (7 million users as of May 2021), it is one step in accelerating the journey to an enterprise metaverse. However, whether people want to mix their personal social media with their business lives, and issues around trust and privacy, will be of concern.

Meanwhile semiconductor NVIDIA recently announced plans for its Omniverse platform, an open-source tool that allows users to build virtual worlds. NVIDIA describes the Omniverse as a simulation and collaboration platform that “serves as a connective tissue for physically accurate virtual 3D worlds”. For instance, Omniverse is used to build digital twins (digital 3D replicas of physical assets) by Ericsson, as the company creates virtual versions of cities to determine how to deploy its 5G networks.

Brilliant Customer Services

The IoT technology offers to significantly improve the customer experience by upgrading the CRM systems. The IoT data can be effectively transmitted to businesses’ CRM tools, allowing the organization to be an active part of customer discussions. Since the CRMs come with APIs, they are compatible with most of the systems available today. The networking between these devices will associate IoT tech with the actual business systems.



Beacons and Staff Management

Earlier, beacons were used to drop targeted messages to consumers through smartphones. Now, its use cases are expanded to efficient employee management. Alongside IoT technology, the beacons can be deployed for employee monitoring and to assign tasks to the respective employees. The collected data can be further utilized for boosting operational performance. In addition to this, beacons can be used to promote employee safety. The tech monitors and alerts employees of possible hazardous locations.



The New and Improved Stores

IoT helps to record visitor behavior in stores by tracking their movement and, sometimes, their interaction with the products. The technology also comes in handy for efficient inventory management. The retailers can use the collected data to drastically improve customer experiences. IoT can also promote quick payments and an overall customized shopping experience.



This disruptive technology has begun to influence all major sectors of businesses. IoT has already laid grounds for smart and improved living. We can hope to see more innovative contributions from IoT to the technology landscape in the coming years.

https://wire19.com/exciting-trends-in-iot-to-watch-out-for-in-2022/

Internet of Things (IoT) is a progressive technology that is slowly transforming the technical landscape. The technology reminds us how devices of varying sizes are effectively joined in a network and passing digital information among them globally. This transformative tool is gradually influencing our everyday lives and every major sector of global business.

According to popular online data, the total number of IoT devices is estimated to reach almost 75 billion by 2025. And by 2027, the market landscape of the Internet of Things is expected to jump over to a whopping $2 trillion.

The global pandemic has introduced certain obstacles for this technology sector, but with the world slowly regaining its normalcy, we can expect some great things from this tech.


Popular Trends in IoT Expected in 2022

Enabling Better Security

A recent study has revealed that the number of devices connected to the internet has surpassed 10 billion. With many devices connected to cyberspace, network vulnerability will be at stake. Attempts to hack the IoT networks will become a common issue. The officials will have to step up their game and take preventive measures for enhanced security. Marketing the new and improved security measures will definitely help to scale the IoT market



Industrial IoT Trends

IoT tech is slowly paving the way for smart industries. The sensors used in IoT technology efficiently detect machinery defects and send data to the respective managers, all before the technicians are assigned to solve the problem. IoT and smart wearables are promoting operational efficiency in the industrial sector. Wearables are linked to mobile devices, which in turn facilitates a connection between the operational floors and the management. Also, the latest advancements in IoT technology are bringing new definitions to the preventive maintenance division.



Expanding IoT Adoption in the Healthcare Sector

The healthcare industry is scaling innovation with state-of-the-art IoT applications. The industry has deployed indoor navigation and tracking on the premises and is encouraging the use of smart wearable devices among their staff. One of the smart applications of IoT in healthcare is used in improving the lighting system crucial for patient recovery. IoT tech is applied to connect lighting systems to health monitors followed by deploying sensors.



As the pandemic prompted us to strictly follow the social distancing guidelines, the IoT technology was used to track patients remotely and even prompted ‘telehealth visits’, allowing patients to visit hospitals by maintaining optimum social distancing. The tech also offered remote tracking of the Covid-19 virus transmission.



AI, Machine Learning, and more

Distributed IoT analytics and data are still prominent in the extensive IoT network. They aid in improved network operations by providing real-time actions while dispatching huge amounts of data into the network core. The consolidation of data streams with leading AI engines and machine learning paves the way for innovations including smart homes and more. To scale the efficiency of data analysis, integrated analytics are increasingly ingrained into solutions and passed over to machine learning applications.

https://klse.i3investor.com/blogs/sss/2021-11-16-story-h1593866291-Important_Updates_on_ARBB_KLSE_7181_3rd_Quarter_Financial_Results.jsp


Important Updates on ARBB (KLSE: 7181) 3rd Quarter Financial Result


Before we jump into the financial mumbo-jumbo, I would like to say that the results for ARBB had really surprised me as an investor. Not only did they overdelivered in their results, but they had also planted an additional surprise under the cash flow statement, which we would go into it shortly.

For now, let’s first have a quick look on the performance of the company.

Ironically, I had just published another article discussing the prospects and valuation of ARBB. As we had discussed many times on the ERP and IoT business model, we will not bore you with the details in the article.

For their 3rd Quarter performance, the company had registered a revenue growth in both the ERP and IoT segment, which contributed to their top line increment on a year-on-year basis. However, we noticed that the gross profit is lower than the EBIT, how is it possible?

In August 2021, the company had acquired 51% of equity interest in ARB WMS Technologies Sdn Bhd or formerly known as Bluewave WMS Technologies Sdn Bhd and 70% of equity interest in ARB Workforce Software Sdn Bhd. They might have contributed to the bottom line of the company, too, but most importantly, they had created negative goodwill for the company.

Let’s take a look at how Investopedia explains negative goodwill.

“In business, negative goodwill (NGW) is a term that refers to the bargain purchase amount of money paid, when a company acquires another company or its assets for significantly less their fair market values. Negative goodwill generally indicates that the selling party is distressed or has declared bankruptcy, and faces no other option but to unload its assets for a fraction of their worth.

Consequently, negative goodwill nearly always favors the buyer. Negative goodwill is the opposite of goodwill, where one company pays a premium for another company's assets.”

In short, the acquisition of equity interest for the new business of ARBB had positively contributed to them.

By comparison with 2nd Quarter performance, not only did ARBB had doubled their gross profit, but also delivered substantial growth in EBIT, too. It was also contributed by the negative goodwill from the aforementioned subsidiaries.

Now, even if we were to remove the negative goodwill for the company – which would in turn, be unfair for them, the company is still delivering impressive financial results. What further amazes me is their cash flow!

For a prolonger period of time, the market had been doubting ARBB’s financial performance due to their long cash conversion cycle nature. But little does the investors know, the ERP business model is more of a collaboration model, and the lockdown had hampered their collaboration partner, so there goes the cashflow of the company. But as the company and its associates is experiencing growth now, we could see that the cash flow is flowing back to ARBB, and we could see that the company had RM35.32 million in their war chest for now.

So, what about the prospects of the company? I think it was pretty much self-explanatory.


Also, people had been in a hot discussion about the rights issue placed by the company, to be fair, rights issue might churn some weak holders off as they do not have the capacity to invest more into the company. I would like to once again illiterate that the company is trading at less than 2 times PER. No other technology company would trade at such a discount for a prolonged time. So, this might be the best time to invest in the company.

=)

line Then why send Forbes iot news
15/11/2021 12:32 PM

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You never read the title ? I copy paste for you

The Future Of Smart Devices, IoT And Blockchain

Stop comparing ? Nobody doing comparing.

https://www.forbes.com/sites/forbesbusinesscouncil/2021/11/11/machinefi-the-future-of-smart-devices-iot-and-blockchain/?sh=ce08a973556a

hhahahah

lol

I very sad to you too. Not expert but still blow so big

lol

Is time to reenter again ?

Now Fintexx group involve, really scare susah nak JADI only

Maybe have to cut loss to cover my loss on another counter. Bye solid, you are not longer solid anymore.

Luckily recently still got backed by some project else if putih putih like that, most investor probably will flip table already.

0.20 can bonce a bit. macam ok. Anyhow just saying, make own decision.

@stampid54 don't panic first. Monitor and see how, guess now macam going fine d. The amount getting stable.

lol, sure at this counter, Nothing to update, therefore not doing any sharing lo.
Yea, the facebook meta is any big future, They announce that next year they will more focus on few industry automotive, IoT, and industrial applications. I guess market now is very nervous and paper hand for tech stock, today onward I will keep collect those tech stock, like Arb, inari, pestech and etc. Genetech guess I will let go first.

hahaha, like WB said : Be Fearful When Others Are Greedy and Greedy When Others Are Fearful. Market going bad, I will keep sapu.

Well, continue monitor first

Auto parts maybe already a bit orang tua style as now more people going to EV related but the parts and demand is still there.

Quality stock for long hold

Aimflex keep playing this pattern cannot oh, Short or long both not ez eh. Guess need wait sometime.

JCY is trap. Legend story won't happen again.

Macam not that solid le, well, will still hold and monitor first

IoT Technology Provides Solutions for a COVID-19 Economy

https://www.paymentsjournal.com/iot-technology-provides-solutions-for-a-covid-19-economy/

Just treat it normal la , like sumalia said, price can't cheat you

who knows coming soon / QR limit up....hahaha... Never predict market.

Anyhow for me, I am side to IOT as a long run investment, can't wait just leave it and go on.

My 2c

Foreigner flowing back but local investor macam starting slow their engine oh.
Others than CPO strong spike others also so so nia but closing still ok la, Gainer more than loser, Market still play.