Posted by equitydiary > 2019-05-23 22:31 | Report Abuse

https://www.rbrlondon.com/wp-content/uploads/2019/04/GA23_Press_Release_230419.pdf

Posted by equitydiary > 2019-05-23 22:32 | Report Abuse

ATMs going down, cash recycler machines going up

Posted by equitydiary > 2019-05-23 22:39 | Report Abuse

https://www.rbrlondon.com/press/

Posted by Choivo Capital > 2019-05-27 18:56 | Report Abuse

Thanks, i have never seen this site before.

Fairly ok with the result, would prefer if more machines are sold of course, but i know for a fact that all atm and cdm's will be replaced with crm in 5 years, and opensys will be more than able to maintain their market share. I can ride the bumps.

====
equitydiary https://www.rbrlondon.com/press/
23/05/2019 10:39 PM

Posted by KassimBaba7 > 2019-05-28 10:14 | Report Abuse

Shopping time or wait and see time? Hmm... I was hoping to get it cheap - looks like a good deal? hmmmm...

Posted by bursadiary > 2019-05-28 10:17 | Report Abuse

As expected, Q1 is a slow quarter.

But dividend is a surprise!! Last 12 months dividend is 1.5 sen!!

Very strong cash inflow!! More dividends coming!!

Good buying opportunity!!

Posted by Investing KLCI > 2019-05-28 11:59 | Report Abuse

anyone going to attend the opensys upcoming AGM?

Posted by sasword > 2019-05-28 20:20 | Report Abuse

All sold this lousy counter tickets ady, no one cares it is alive or dead.

Posted by equitydiary > 2019-06-02 13:49 | Report Abuse

Maintenance income from CRMs will be the earnings driver and it’s a recurring income.

1. Why not strong yet? Because Opensys provides 3 years free maintenance. They started selling CRMs only in 2014.

2. How much contribution? Annual maintenance fee is 10-12% of CRM selling price (RM60-70k).
- Say 1 CRM sells for RM60k, @10% = RM6k per machine per year.
- Opensys have installed 3,200 CRMs and still increasing.
- 3,200 CRMs x RM6k = RM19.2mil !!

Opensys still under the radar of investors.

When more start understanding their business and earnings potential, it will be >RM200mil mkt cap company (currently ~RM90mil mkt cap).

Posted by Thim Woo > 2019-06-11 15:07 | Report Abuse

Bought 0.305

Posted by Twltwl > 2019-06-17 22:35 | Report Abuse

Cashless launched for public transport campaign again. More and more popular nowadays!!!

Posted by k3nthiew > 2019-06-21 16:07 | Report Abuse

https://www.thestar.com.my/business/business-news/2018/07/04/hong-leong-bank-allocated-rm115m-for-digital-expansion/

For those who attended the AGM 2 weeks ago

Posted by bobbie > 2019-06-24 10:18 | Report Abuse

What happened during the recent AGM?

Posted by skyea > 2019-07-02 22:16 | Report Abuse

https://www.thestar.com.my/business/business-news/2019/07/02/hlb-allocates-capex-of-between-60-70pc-for-digitisation-in-fy20/

Posted by Twltwl > 2019-07-06 23:16 | Report Abuse

http://www.klsescreener.com/v2/news/view/550474

Posted by tapdance > 2019-08-16 09:50 | Report Abuse

https://www.statista.com/chart/17667/support-of-cashless-payments-united-states/

Posted by equitydiary > 2019-08-22 11:07 | Report Abuse

https://www.g4s.com/media-centre/news/2018/04/17/global-cash-report

Posted by skyea > 2019-08-27 06:39 | Report Abuse

every quarter, shareholders receive dividend. whats not to like? really feel happy as a shareholder

Posted by (HK1997 again) Philip > 2019-08-27 06:57 | Report Abuse

With 3.85% yield on a microcap which share price the last 5 years has been stagnant, a company that has barely grown its revenue and earnings the last five years, what is there to like?

If you want a stable stock with 6+% dividend to hand over to the grandkids, Maybank is a perfect option.

If you want a strong stock that grown its revenue, earnings and share price the last 10 years with good dividends, hartalega would have been a wonderful choice.

You should try comparing the results of the choices you made versus the choices that you didn't make to understand the long term effects of your stockholdings.

Posted by skyea > 2019-08-27 11:51 | Report Abuse

4.54%. N making comparison between microcap n giants doesnt seem apt. The risk reward profile is so different to begin with.

Posted by skyea > 2019-09-10 18:45 | Report Abuse

The Board of Directors of OpenSys (M) Berhad (“OpenSys”) is pleased to announce that
OpenSys is continuing its leadership in the deployment of Cash Recycling ATMs (CRMs).
Fueled by a strong demand from the banking industry, OpenSys will see an increase of 700
units to last year’s installed base by the end of 2019. OpenSys' installed base will grow to more
than 4,200 units, representing a solid growth of 21% in 2019.
The Board also wishes to welcome two new banking clients for adopting the CRMs provided
by OpenSys. This further cements OpenSys’ position as the vendor of choice for banks in the
CRM solution marketplace. The reliability, robustness and excellent performance of the CRMs
provided by OpenSys help achieve significant cost savings, in both capital expenditure and
annual operating costs.
OpenSys has also secured major orders to upgrade the existing installed base from Windows 7
to the Windows 10 platform. This technology upgrade is a mandatory industry compliance
requirement that banks need to adhere to by the end of 2019, due to the end-of-life support of
the Windows 7 platform by Microsoft. The secured orders have a combined value of more than
RM20 million.
On the technology front, OpenSys has been actively engaging with the banks to incorporate
emerging and evolving technologies in the marketplace to bridge the physical channel with
digital delivery channels. OpenSys is proud to be the first to implement the new Smart Client
Web user experience on its CRMs for a major bank nationwide. The Smart Client provides a
technology platform to enable personalization of services, cardless transactions, QR Pay and
other digital services.

Posted by k3nthiew > 2019-09-11 16:04 | Report Abuse

Based on the announcement yesterday.... i anticipating the 2019 net profit to be between 18-25 mil, 80-150% higher than 2018, eps will be between 6-8.3 cents, really really cheap at current price, also expecting a 2.5 to 4 cents of dividend, coz management indicated 40-50% payout ratio

Posted by 10206226070044257 > 2019-09-11 19:42 | Report Abuse

Just watch closely this counter... something brewing...

Posted by skyea > 2019-09-12 00:51 | Report Abuse

kenthiew, can i know your mathematical working on the net profit part?

Posted by bobbie > 2019-09-12 08:43 | Report Abuse

Any idea which major bank has implemented Smart Client Web nationwide?

Posted by equitydiary > 2019-09-12 09:33 | Report Abuse

Should be Hong Leong Bank

Posted by bobbie > 2019-09-12 09:42 | Report Abuse

Thanks equitydiary! I don't know if there is any difference between Smart Client Web and Branch of the Future (BOTF). BOTF was announced by OpenSys a few months ago.

Posted by Twltwl > 2019-09-26 00:48 | Report Abuse

Bank negara going to approve banks to implement charges from Rm0.50 to Rm2 per time if customer using crm and cdm. This going to reduce a lot of customer using it. OPENSYS going to have no business soon. Must stay alert on this matter.

Posted by Twltwl > 2019-09-26 00:51 | Report Abuse

http://www.klsescreener.com/v2/news/view/582602

Posted by skyea > 2019-09-26 18:43 | Report Abuse

https://www.theedgemarkets.com/article/malaysia-banks-stop-charging-fees-loan-repayments-cash-deposit-machines-otc#.XYyLPTTeIAk.facebook

Posted by skyea > 2019-09-26 18:43 | Report Abuse

Malaysia banks stop charging fees for loan repayments at cash deposit machines

Posted by skyea > 2019-10-03 17:11 | Report Abuse

https://www.orientaldaily.com.my/news/nation/2019/09/26/308053?fbclid=IwAR3AmGjfxF_5od4xw8O_3JRJu8E8Da7cmOaLgglvAgbqGjy2LdBGt4nLj2M

Posted by lilychan > 2019-10-29 21:39 | Report Abuse

are opensys do bank ewallet machine ?

Posted by skyea > 2019-10-31 21:33 | Report Abuse

https://www.soyacincau.com/2019/10/31/digi-vcash-ewallet-shuts-down/

Posted by dr_jogho > 2019-11-07 12:21 | Report Abuse

Opensys (M) surged past the resistance price of RM0.355 in its latest session with higher trading volume. With the momentum indicator RSI above 60%, the short-term momentum could reach a target price of RM0.38, followed by RM0.40. If it dips below RM0.355, it will continue to move sideways and consolidate. The support price is anticipated at RM0.335 whereby traders may exit on a breach to avoid the risk of a further correction.

Trading Call: Buy on continuation above RM0.355
Target: RM0.38, RM0.40 (time frame: 3-6 weeks)

Posted by UaVess11 > 2019-11-08 14:51 | Report Abuse

I m novice in stocks; nevertheless Opensys seems to hv strong FA comparative with peers,
PE=10.9,
ROE=16.7%,
P/BV=1.83,
D-E ratio=0.71,
Dy=4.17%,
EPS=3.33.

IFCAMSC, Dsonic, EForce, Revenue, Rexit all hv much higher prices.. Opensys being overlooked & unloved by IB or what?
Tqs

Posted by thesteward > 2019-11-15 13:13 | Report Abuse

Opensys sud hv good result

Posted by bobbie > 2019-11-15 17:08 | Report Abuse

I m expecting OpenSys to declare at least a 0.25 sen dividend this quarter.

Posted by k3nthiew > 2019-11-18 15:40 | Report Abuse

Wow... engine finally start liao!!

Posted by 6222 > 2019-11-18 16:30 | Report Abuse

Opensys chart look good, should be more to go

Posted by 6222 > 2019-11-18 16:37 | Report Abuse

Those already in just sit and wait, more to come

Posted by Awangtoklah > 2019-11-18 17:01 | Report Abuse

Worth waiting...

Posted by cherry88 > 2019-11-19 08:42 | Report Abuse

Still not too late to take position

Posted by sasword > 2019-11-19 10:15 | Report Abuse

One day show only, foreign fund already balik tidur, goreng up and dump all before it becomes rubbish.

Posted by member41 > 2019-11-21 09:43 | Report Abuse

41 again... gogoogo

Posted by cherry88 > 2019-11-21 10:00 | Report Abuse

break-out...pending results announcement to boost the price.

Posted by Icon8888 > 2019-11-25 18:19 | Report Abuse

bye

Posted by TegasTSSB > 2019-11-26 08:43 | Report Abuse

Due to the end-of-life support of the Windows 7 platform by Microsoft, we have a
remaining order book of Windows 10 platform upgrade amounting to RM10.8 million for
the final quarter of this year. The technology upgrade is a mandatory industry compliance
requirement that banks need to adhere to by the end of 2019. Barring any unforeseen
circumstances, we expect to fulfill the order backlog by the end of this year.

Posted by bobbie > 2019-11-26 09:57 | Report Abuse

Annual div was 1 sen for many years. It increased to 1.25 sen in 2018, and for this year is 1.5 sen

Posted by k3nthiew > 2019-11-26 12:02 | Report Abuse

Price weaken is a good buy, up trend dividend plus there are 3,000 units of CRM going to contribute maintenance fees for the coming 3 yrs after the warranty expired, each unit will contribute about 7.5K a year, tats 22.5mil coming.