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2020-06-15 13:03 | Report Abuse
-One Technology Berhad (K-One) 于2001年开始从K-One Tech开展业务。K1的目标是想要一站式技术解决方案的整体提供商。集团现在从事于ODM / OEM、云端与软件合作伙伴以及医疗保健产品提供商。集团所专注的市场包括医疗保健/医疗设备、物联网设备、消费电子生活方式产品、汽车聚合、安全/监控小工具、工业产品和手机配件市场。通过锁定这些细分市场,集团已涉足该地区和全球增长最快的业务领域。这些行业的趋势将K-One推向了最前沿,使本集团得以保持持续发展和创新动力。
公司主要业务:
1.EMS & Innovation 电子制造服务
行业趋势已将其重点从活动的专业化转变为多功能和提供无缝解决方案。 作为需要设计、开发、项目管理和制造解决方案的公司的一站式技术解决方案提供商,从本质上来说,K-One的核心竞争力必须是多途径的,有效的,专注的和具有成本效益的。
K-One采用工业4.0技术来保持领先地位。 通过利用工业4.0的技术支柱(如IoT,自动化和云端)的先进制造能力,K-One的运营将受益于更多数据驱动的决策,更高的透明度,大幅节省成本并提高运营生产力。公司的电子制造服务包括:
(a) Discover了解-以开放的心态了解客户的需求和问题。
(b) Design设计-将客户需求转化为可行的创新解决方案。
(c) Develop发展-确保精确设计和具有成本效益的产品。
(d) Deliver 呈交-成功并大规模地将高性能和优化的解决方案推向市场。
2.Cloud & Software 云端与软件
在“信息时代”,云端的采用速度是在科技领域里比任何其他技术快的。预计云服务市场将以19.9%的五年复合年增长率增长,到2022年将达到414 billion美金的收入。云端正在通过改善在线商务、数据的可扩展性、灵活性、多功能、储存和信息传递来重新定义我们的生活。中小型企业有动机在其业务中实施云端技术以提高生产力和降低生产成本,其中许多人都将云服务视为其不断发展的业务的增长催化剂。
K-One集团的子公司G-AsiaPacific Sdn Bhd是亚太地区完全集成的云端咨询和顾问公司,它使用一流的IT解决方案提供专业的云端服务。它提供高级和可靠的IT咨询和服务,例如云分析、云端采用和迁移、采用后服务、企业网站托管、灾难恢复和备份以及大数据。G-AsiaPacific于2008年成立,至今已为3,000多家公司提供服务。集团将指导并帮助客户选择适合的云解决方案,以便客户可以将专用托管连接到私人云端和公共云端(例如AWS,Microsoft Office 365或Google Cloud Platform),有效地降低企业的IT成本并提高网络效率。
3.Medical & Health-care 医疗保健
集团正在与医疗和保健企业合作,致力于满足全球需求的产品开发、工业化和制造、遍及世界各地的设备和消耗品。多年来,集团已经建立了必要的管理系统、专业知识和设施以满足医疗/保健界的需求。K-One致力于开发,制造和提供医疗和保健设备,包括输液泵系统,备用电池组系统(用于备份关键的医院设备)和热扫描仪系统,以满足不断增长的需求。不断增长的全球人口。为了满足医疗/保健领域的严格全球标准,K-One分别于2018年和2016年获得FDA注册和ISO 13485认证。它还经营着10K级制造工厂。
鉴于世界卫生组织(WHO)在2020年3月11日确认的Covid-19疫情,K-One一直不断收到有关向PPE供应口罩,口罩,手套等PPE的要求。在从事医疗保健设备及用品的设计与开发以及制造过程中,K-One率先采取了行动,并加紧努力提供了急需的PPE,以应对市场短缺。最近集团更获得美国宇航局的美国喷气推进实验室(NASA-JPL)通过美国加利福尼亚理工学院授予非独家许可协议,以在全球范围内制造和分销VITAL呼吸机。
公近期财务表现和前景:
→截至2019年12月31日的第四季度,集团的营业额从去年同期的 RM18.8 million增加了42%至2670万令吉。此次飙升完全归因于集团在2019年3月完成对G-AsiaPacific Sdn Bhd 60%股权的收购后云端业务的销售贡献。
EMS业务的销售额减少了 RM1.9 million,从去年同期的RM18.8 million减少至 RM16.9 million。工业产品销售的意外下降以及电子前灯和地板护理产品的销售疲软是由于后者行业细分市场的客户遇到疲软的全球市场需求导致的,EMS业务的销售也因为这个原因下降。幸运的是,特定的新医疗/保健设备的试生产,新的IoT小工具的运行以及特定消费电子产品的使用成功地推动了EMS的销售。
→自2019年3月进行上述收购以来,云端业务是集团增长的第二引擎,在19年第四季度产生了强劲的RM9.8 million营业额,这主要是受到新客户的实施订单以及来自不断增长的经常性销售收入的推动现有客户。
→EMS和Cloud的利润贡献分别约为RM0.5 million和RM1.3 million,加起来的利润为 RM1.8 million。然而出售联营公司30%股权的一次性亏损,RM0.5 million将集团的归属于母公司股东的利润减少至RM1.3 million,而去年同期则为RM2.1 million。扣除上述因联营公司股权出售而产生的一次性亏损,利润下降14%,这主要归因于EMS业务。
→物联网产品的利润较低、美元贬值、海外市场营销活动持续激烈、尤其是在美国举办展览以产生销售线索,导致增加了原型投资以满足潜在客户需求,从而拉低了整体毛利率。鉴于全球疲软的市场需求,如上所述,特定现有客户或行业的销售意外下降,导致EMS业务的利润因此下降至19年第4季度的RM0.5 million。
财务比率:
1. 市盈率 PE ratio : 60.91 (×)
2. 利润率 Profit Margin: 6.41 (×)
3. 流动比率 Current Ratio: 4.66(√)
4. 股本回报率 ROE :5.44 (×)
5. 债务现金比率 Debt to cash : 0.00 (√)
2020-06-15 12:57 | Report Abuse
too sad from RM0.555 pullback to RM0.52
2020-06-15 11:28 | Report Abuse
Index down 23 pts... Rubber all red
2020-06-15 11:09 | Report Abuse
@chyeoh1972... u bot back ??? I am still holding
2020-06-15 11:01 | Report Abuse
0.52 now... roller coaster .........
2020-06-15 10:37 | Report Abuse
ding dong ding dong 0.535 0.54 again
2020-06-15 10:01 | Report Abuse
The 0.54 resistance now just like RM0.505 before...
2020-06-14 08:11 | Report Abuse
WTH !!! Suddenly so many culprits appeared and talked non sense ... sell call ? hotels ? IDDS ? what are those to do with K1 ???
2020-06-12 15:53 | Report Abuse
As mentioned RM0.505 really stubborn
2020-06-12 15:10 | Report Abuse
This RM0.505 level really die hard road block
2020-06-12 14:57 | Report Abuse
if stay firm at then will be safe..
2020-06-12 14:08 | Report Abuse
chyeoh1972... Does not matter Friday or Monday.. if there is a good news then will uptrend for coming days....even Dow plunged 1800++ last night K1 also performs well
2020-06-12 14:06 | Report Abuse
Covid 19 second wave good for K1... Let's us don talk about the US ventilators... The Nasal Swab is approved then K1 has an office in Singapore.. Singapore tested positive few hundred per day
2020-06-12 14:00 | Report Abuse
I was sleepless last night...Dow plunged 1800+ .... K1 0.525 200 lots .. and my eyes was staring at PC monitoring K1 dancing... wow I managed to sapu RM0.42 100 lots to average down... Cheerss... K1 u makes up my Friday...
2020-06-12 07:34 | Report Abuse
I feel doubtful why did not mention K1 ....
Malaysian companies join forces with US firm to produce ventilators
Author: savemalaysia | Publish date: Mon, 18 May 2020, 7:29 PM
KUALA LUMPUR: Sanichi Technology Bhd, AT Systematization Bhd and PNE PCB Bhd (PNEPCB) have teamed up with a US company to produce ventilators.
The companies hope to meet global demand of such product, which is expected to increase by RM8.56 billion over the next seven years.
The companies today entered into a Memorandum of Understanding (MoU) with Arzon Solar, LLC (ARZ) to form a joint venture company (JVCo) to design, research and produce of medical grade mechanical air ventilators for local and overseas healthcare markets.
The MoU was signed by Sanichi managing director Datuk Seri Pang Chow Huat, while ATS and PNEPCB were represented by managing director Choong Lee Aun and executive director Kua Khai Loon respectively.
ARZ was represented by its chief executive officer VahanGarboushian.
The parties agreed that the shareholding shall be divided into Sanichi (30 per cent), ATS (30 per cent), PNEPCB (30 per cent) and ARZ (10 per cent).
In a joint statement today, the companies said the MOU enabled the parties to undertake design, development and production, product testing, obtaining the necessary licenses and certificates as well as the distribution and marketing for the product.
The Malaysian companies will be responsible for the production of the product and obtaining the necessary licences and certificates required.
ARZ will distribute and market the product for both domestic and international markets.
2020-06-12 07:29 | Report Abuse
so today gap down how much ? able to stay RM0.64 ?
2020-06-11 16:29 | Report Abuse
The problem is other IT stock still green.. even down also only 1 - 2 sen,... K1 .. down 5 sen
2020-06-11 15:52 | Report Abuse
Sometimes is good to cut.. at least won't stuck up yr capital.. can buy back lower price or when buying signal is back... but usually K1 comes without any signal....
2020-06-11 14:56 | Report Abuse
yet ppls said is good sign... very funny the statement
2020-06-11 14:43 | Report Abuse
really triggered panic selling....
2020-06-11 14:14 | Report Abuse
Looks like no effect on K1, all gloves counters gap up
2020-06-11 12:34 | Report Abuse
Everyone working now... no time to trade Bursa
2020-06-11 12:33 | Report Abuse
Hopefully market won't trigger panic selling ....
2020-06-11 12:31 | Report Abuse
That's why I wonder. these two days all Tech counters jump so fast but K1 drop.
2020-06-11 12:27 | Report Abuse
Yes... still holding but.. might sell anytime .. I am scared just like 2nd Gpacket
2020-06-11 12:11 | Report Abuse
my cost RM0.525.... 200 lots... RM10k paper loss
2020-06-11 11:09 | Report Abuse
@zhang...pls notify if crossed ..thx
2020-06-11 10:52 | Report Abuse
Never fall in love with a counter ??
2020-06-11 10:40 | Report Abuse
In fact PE is very high... there is the risk, nasal swap still pending, QR unsure is good or bad.. many factors need to consider ...
2020-06-11 09:34 | Report Abuse
9/6//20- RM0.505 done the most, 10/06//20 -RM0.50 level contributed 50% of turn over, 11/06/20 RM0.49..??? support getting lower...
2020-06-11 09:25 | Report Abuse
Sorry guys... can we maintain this forum only for K1.. don promote other counters here
2020-06-11 08:18 | Report Abuse
The BIG question is does this sohai really know the insider ???? or talk kok only... lol.. i can quote many Public listed companies bosses' name as well.
2020-06-11 08:00 | Report Abuse
LOL ... i really doubt need to wait another two months... sohai..
Holiao369 K1 boss assistant Alan called me just now told that his boss is fcuk him because he fail to get ministry health to approve the nasal test. Now they resubmit document again and need wait another 2 months for process.
Stock: [K1]: K-ONE TECHNOLOGY BHD
2020-06-16 07:43 | Report Abuse
Big reward to all K1 supporter. We are the only one responsible to our profit and loss,,, not all those culprits spreading all negative news, perhaps sour grapes ...