Posted by Samuelgold > 2024-05-13 22:12 | Report Abuse

VSTECS it's a high dividend policy counter, their dividend policy is about average 35% , profit growth 12.98%, Compounding Annual Growth Rate 22.34, wat i think is ,the benefit from Amazon, Broadcom, Starlink will definately pull up the profit to a new high, and of course the dividen declare will also following by their profit, base on their dividen policy i strongly suggest that we shouldn't miss out the boat.

Posted by NatsukoMishima > 2024-05-14 08:57 | Report Abuse

Wow , malaysia top no.1 youtuber botak also cover vstecs already ! What are u waiting for , this is not pump n dump stock , very solid !

Posted by sammyramon > 2024-05-14 09:21 | Report Abuse

Kemoooonnnnnn!!!,,,,,,,solid or not, its should touch my TP at the support 2.75 LOL b4 🚀🚀🚀😁😁😁

Posted by Gentingbig > 2024-05-14 09:57 | Report Abuse

Natsuko
i just test water 5 lots only at 3.46 just to see whether this counter will continue to shoot sky high...but its dont seem to happen

Posted by Kyuki0509 > 2024-05-14 11:28 | Report Abuse

Natsuko-san, I want to watch Botak channel. May I have his URL

Posted by katara > 2024-05-14 12:44 | Report Abuse

agm very bright prospects from ceo💖

Posted by NatsukoMishima > 2024-05-14 13:03 | Report Abuse

@Kyuki0509

5 posts

Posted by Kyuki0509 > 1 hour ago | Report Abuse

Natsuko-san, I want to watch Botak channel. May I have his URL
_______________
Wow , dont tell me u dont know youtuber botak , he always travel whole country and spore do seminar ! Spore investor also start to chase vstecs share already !

Posted by NatsukoMishima > 2024-05-14 13:06 | Report Abuse

https://youtu.be/AYnxHv9oqdU?si=Dg6uBSYTA9kvW-GO

For those who doesnt know malaysia top no.1 guru botak !

Posted by NatsukoMishima > 2024-05-14 13:09 | Report Abuse

After AGM it should above rm 4 already !

Posted by sammyramon > 2024-05-14 15:08 | Report Abuse

Yezzzzzaaaaaa !!!!Kemonnnnnnnnnnnnn....pls touch my support ticket 0.275....😁😁😁😅

Posted by NatsukoMishima > 2024-05-14 16:02 | Report Abuse

🤣🤣🤣🤣🤣🤣

Posted by sammyramon > 2024-05-14 17:00 | Report Abuse

2.75 …..not 0.275…🤪🤪🤪

Posted by Gentingbig > 2024-05-15 09:34 | Report Abuse

we have here Natsuko and sammy diverse gap level for Vstecs...anyway just 5 lots only so can afford to average up if indeed sammy is right

Posted by calvintaneng > 2024-05-15 09:56 | Report Abuse

DATA CENTERS Are For STORAGE Of DATA. And That Is Why Lots Of HDD From JCY, NOTION & DUFU Will Be Needed.


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-15-story-h-161671538-DATA_CENTERS_Are_For_STORAGE_Of_DATA_And_That_Is_Why_Lots_Of_HDD_From_J

Posted by sammyramon > 2024-05-15 10:19 | Report Abuse

We are investing in BSKL and not at Wallstreet Hangseng SPX etc...
So, dont put too high expectation to the selected counter.....BSKL just only 1600 points compared to others..
As of today out of 2368 counters just 3 counters over than Rm50.....others is below than rm33....
The rumours this counter will be Rm50 is too blurs.
Even Sinkung listed today maybe will Sinkinggggg....

Posted by sammyramon > 2024-05-15 10:28 | Report Abuse

Bear in mind that our BSKL is controlled and manipulated by jerong, contraday traders, scalpers. and etc...they make BSKL like a cassino. Dump and pump are common in BSKL..when they take a profits the will leave u with underwear..😅😅😆

Posted by Gentingbig > 2024-05-15 10:51 | Report Abuse

who is laughing at gloves pump and dump counters.. then just take a look at how they perform today. as my belief always its rotational play and every trade or counter will have a chance to perform

Posted by Gentingbig > 2024-05-15 10:51 | Report Abuse

every time gloves counters perform their show ended with so much applause

Posted by Kyuki0509 > 2024-05-15 11:40 | Report Abuse

NatsukoMishima

https://youtu.be/AYnxHv9oqdU?si=Dg6uBSYTA9kvW-GO
For those who doesnt know malaysia top no.1 guru botak !

22 hours ago
--------------
Thanks Natsuko-san, unfortunately I don't understand Chinese

Posted by investor77 > 2024-05-15 13:19 | Report Abuse

Anybody knows when is the AGM for VSTecs ? Wonder so good share, someone is pushing it down to another low price ? Next Limit up possible upon signing with Nvidia ?

Posted by Gentingbig > 2024-05-15 14:33 | Report Abuse

the latest retaliation by Biden on malaysia import tariff into usa...on semi conductior, solar and lithium battery there will be more action oncoming. so gloves trader ran first before Biden slump tariff tax on gloves into usa. we all know today is just goreng goreng on rotational stocks

Posted by Jetstream > 2024-05-15 16:21 | Report Abuse

Is Vestec QR announcement 17 May? Will the numbers look good?

Posted by laulau > 2024-05-15 16:28 | Report Abuse

CEO of VSTECS was very optimistic in last Press Release. Now that US is going to double tariffs to 50% on China exports to US . More companies will relocate to Malaysia benefitting VSTECS Biz.
Recommendation:
Buy on any Weakness!

"Chief Executive Officer of VSTECS, Mr. JH Soong <宋昭雄> commented: "We are gratefulto achieve a new record financial performance in FY2023, a testament to our resilience in a challenging market. While consumer spending was subdued during the year, our Enterprise Systems and ICT Services segments performed well, driving improved profitability. As businesses continue to invest in AI, cybersecurity and automation, enterprise spending on technology will continue on an upward trend. VSTECS’ involvement in satellite internet connectivity and AI solutions showcases our commitment to bringing cutting-edge technologies to Malaysia. We are actively expanding our offerings through strategic partnerships with leading global brands, particularly in the booming cloud and data centre space. Malaysia's emergence as a major data centre hub presents abundant opportunities, and we're strategically positioned to capitalise on them.Looking ahead to 2024, we're confident in the continued growth of the enterprise segment, especially with more public sector projects coming on-stream. Additionally, we hold an optimistic outlook for the recovery of the ICT Distribution sector in 2024, driven by the expected broader economic rebound and a resurging replacement cycle. 2024 is poised to be a pivotal year, where we envisage the expansion of both our consumer and enterprise segments, laying the platform for a sustained growth trajectory”.

Posted by Jetstream > 2024-05-15 16:44 | Report Abuse

Thanks @Lau. Looking forward to the QR announcement.

Posted by ken > 2024-05-15 18:25 | Report Abuse

This is good company, but you can't expect profit keep going up and up.. I still stand, around rm3. I will buy back what I sold..

Posted by Gentingbig > 2024-05-15 18:48 | Report Abuse

laulau, dont be so happy lah as today Biden already slam tariffs on few items on imports from malaysia. Our PM busy with his visits to Hamas not knowing this country is a small fly to offend our big brother. list of items include semi conductor , solar and lithum batteries & battery parts. it will hurt as most of the chinese solar factory will need to move away from here

Posted by xcu843 > 2024-05-15 19:30 | Report Abuse

Report out and so so only. Waiting to catch limit down price

Posted by laulau > 2024-05-15 20:21 | Report Abuse

Latest Press Release From VSTECS.
For Immediate Distribution.

Recommendation:
Accumulate on any weakness as VSTECS has only been appointed AWS & Broadcom (VMWARE) Distribution Partners last week. The income stream from these new business segment from AWS, Broadcom & Starlink can only be seen from the next Qtrs of 2024 onwards.

VSTECS TO CAPITALISE ON STRATEGIC TECHNOLOGIES KUALA LUMPUR, 15 MAY 2024 - VSTECS Berhad (“VSTECS”, 偉仕佳杰 , Stock Code:5162), Malaysia’s leading Information & Communications Technology (“ICT”) distributor has today released its first quarter financial results for the three (3) months ended 31 March2024 (“1Q FY2024”). In 1Q FY2024, VSTECS reported revenue of RM616.4 million, a slight decrease of 7% compared to the same quarter of the preceding year. This was mostly attributable to the timing of projects within the Enterprise Systems segment. The ICT Services segment maintained a strong revenue trajectory, increasing by 61% year-on-year (“YoY”), buoyed by cloud and data centre (“DC”) services. Additionally, the ICT Distribution segment showed promising signs of recovery with revenue growing 9% YoY after two consecutive years of subdued consumer spending. Profit after tax (“PAT”) tapered by 4% to RM14.3 million compared to RM14.8 million in 1Q FY2023.With its highly cash-generative business characterised by swift cash conversion, the Group continued to generate healthy cash inflow from operating activities amounting to RM11.7million during the quarter. As at 31 March 2024, the net cash position stood at RM114.5 million and VSTECS is well-equipped to seize expansion opportunities with a robust balance sheet.

Chief Executive Officer of VSTECS, Mr. JH Soong <宋昭雄>, commented: "The first quarter of the year is typically a subdued period for consumer and enterprise ICT spending due to the festive holidays. This year, the close occurrence of Chinese New Year and Hari Raya Aidilfitri amplified this effect, delaying several enterprise projects. Despite a slightly softer performance, we are satisfied with our results and look forward to the coming quarters with optimism across all three segments.

We anticipate increasing momentum in the ICT Distribution segment as the replacement cycle for pandemic-era devices gains traction, particularly with the impending launch of AI capable notebooks driving additional demand. Our commitment is to stay ahead of the curve by continuously introducing the latest endpoint devices while broadening our nationwide channel coverage to capture a bigger market share.The Enterprise Systems segment remains poised for growth, bolstered by ongoing private sector investments in technology infrastructure and more public sector projects. In addition to higher project-driven revenue streams, recurring income from cloud subscriptions will grow, facilitated by our partnerships with top-tier hyperscalers. With an extensive range of products and solutions, we offer seamless access for enterprises looking to initiate cloud migration or enhance their existing cloud infrastructure. We will widen our offering in areas such as Artificial Intelligence (“AI”), cybersecurity, and DC server solutions to capitalise on the rising demand for these strategic technologies.Our newest segment, ICT Services, has experienced a rapid surge driven by increasing demand for cloud and DC services. We are scaling up our resources in this segment to cater for the service requirements for upcoming projects within our Enterprise Systems segment and in preparation for the launch of several DCs in Malaysia over the coming months.VSTECS now stands as the leading ICT distributor with service capabilities, playing a central role in the ICT ecosystem. Our strong partnerships and nationwide channel network bridge principals with end-users, and our diverse portfolio positions us for sustained growth while delivering returns to our shareholders "

Posted by laulau > 2024-05-15 22:17 | Report Abuse

Vstecs Business Focus For 2024:

Vstecs Bhd will be focusing on enterprise and public sector data centres for this year.
In a filing with Bursa Malaysia, the company said its recent launch of the AWS cloud services distributorship and potential new enterprise products will boost its profit and revenue.
“We are excited about the new and enterprise products to be launched this year and we are optimistic of the second quarter and the balance of 2024,” it said.
https://www.klsescreener.com/v2/news/view/1325841

Posted by laulau > 2024-05-16 08:16 | Report Abuse

What's The Opportunity In VSTECS Berhad?

Ownership Breakdown
#Institutions 4.49%
#Individual Insiders 7.79%
#General Public 17.5%. (Retailers)
#Private Companies 22.9%
#Public Companies 47.3%

Top 25 shareholders own 81.88% of the company. Top 9 shareholders as follows:
1. VSTECS Holdings Limited 45.6%
2. Sengin Sdn Bhd 12.2%
3. Dasar Technologies Sdn Bhd 8.64%
4. Chieng Siew Chiew 3.7%
5. Eastspring Investments (Singapore) Limited 2.02%
6. Melco Holdings Inc. 1.68%
7. Kenanga Investors Bhd. 1.25%
8. Kooi Fui Lim 1.18%
9. Oasis Hope Sdn. Bhd. 1.01%

Good news, investors! VSTECS Berhad is still a bargain right now according to our price multiple model, which compares the company's price-to-earnings ratio to the industry average. We’ve used the price-to-earnings ratio in this instance because there’s not enough visibility to forecast its cash flows. The stock’s ratio of 18.24x is currently well-below the industry average of 23.28x, meaning that it is trading at a cheaper price relative to its peers. Although, there may be another chance to buy again in the future.


VSTECS Berhad's earnings growth are expected to be in the teens in the upcoming years, indicating a solid future ahead. This should lead to robust cash flows, feeding into a higher share value.

What This Means For You

Are you a shareholder? Since VSTECS is currently trading below the industry PE ratio, it may be a great time to increase your holdings in the stock. With an optimistic profit outlook on the horizon, it seems like this growth has not yet been fully factored into the share price. However, there are also other factors such as capital structure to consider, which could explain the current price multiple.

Are you a potential investor? If you’ve been keeping an eye on VSTECS for a while, now might be the time to enter the stock. Its prosperous future profit outlook isn’t fully reflected in the current share price yet, which means it’s not too late to buy VSTECS. But before you make any investment decisions, consider other factors such as the strength of its balance sheet, in order to make a well-informed investment decision.

Recommendation:
Accumulate on any weakness as 81.88% shares are controlled by 25 shareholders with Vstecs Holdings controlling 45.6%, only 17.5% are held by general public (retailers) while 47.3% are held by public companies.

Posted by sammyramon > 2024-05-16 09:17 | Report Abuse

HOHOHOHO...YEZZZZZZAAAAAAAAAAA!!!!!..........2.75 otw.....😁😁😁

Posted by laulau > 2024-05-16 10:36 | Report Abuse

Another Unisem in the making? Congrats to those who managed to catch at the lowest price. After flushing most weak holders, the 2nd wave may be coming sooner than expected?

Posted by Ron90 > 2024-05-16 10:39 | Report Abuse

First QR got festive seasons Raya's and everything starts to move.. got logic. ..some more.. if your saw the statement related to Ai and DC.. that it should be fine for us.

Posted by xuxu > 2024-05-16 10:44 | Report Abuse

wow turned green ! hehe

Posted by Ron90 > 2024-05-16 10:54 | Report Abuse

wah!.. possible another step LU today kah?..

Posted by laulau > 2024-05-16 11:03 | Report Abuse

Many short term punters wasted so many years on stock market but never learned something basic and simple. Market is always forward looking to Vstecs money making partnership with AWS+Broadcom+Starlink. Let's not forget Vstecs has gone through a correction from 3.88 to 3.30 earlier. Vstecs should emulate Unisem! next TP at least 4.00 or higher?

Posted by laulau > 2024-05-16 11:23 | Report Abuse

More £££! Vstecs should be announcing appointment as distributor for NVIDIA Virtual Desktops, DGX AI Compute Systems, Compute, DGX Cloud, NVIDIA AI soon similar to Vstecs Singapore?

Partner

NVIDIA Virtual Desktops, DGX AI Compute Systems, Compute, DGX Cloud, NVIDIA AI

Posted by wintergrouse > 2024-05-16 11:38 | Report Abuse

they hear u paktua 🙄🙄😂😂

Posted by PureBULL ... > 2024-05-16 11:40 | Report Abuse

VSTECS
a wise-man in stocks said:
YTLPower is the local proxy for NVIDIA in DC biz, whilst
VSTECS, the proxy for Elon's Internet 1st n now + AMAZON's best n huge AWS biz.

Be fully inspired by the Rocket Trend of
YTLPOWR, the # 1 greatest stock in msia HIStory:
https://www.tradingview.com/x/u98pvGta/

VSTECS would follow u n more as the super A1 stock:
https://www.tradingview.com/x/R50lQlFc/

NB:
the bearing pts of valuation r
ytlpowr at Uni yr 2 n
vstecs at std 4 n ++

Posted by xuxu > 2024-05-16 11:41 | Report Abuse

dah masuk pagi tadi hehe gogogogo !

Posted by Ron90 > 2024-05-16 11:42 | Report Abuse

whjooo.. possible LU today guys !..

Posted by Ron90 > 2024-05-16 11:44 | Report Abuse

nobody is selling ... where got any counter..LU with only 7 millions shares available ???..

Posted by probability > 2024-05-16 11:53 | Report Abuse

amazing..@laulau, thanks

Posted by NatsukoMishima > 2024-05-16 12:14 | Report Abuse

With Elon musk start link vstecs atleast worth rm 11

With amazon vstecs atleast worth rm 50

With nvidia vstecs atleast worth rm 100

Copy and keep my comment for next 3 - 5 yesr !

Posted by investor77 > 2024-05-16 13:03 | Report Abuse

Hope tie up with N Vidia will boost the share price. As it is after the Limit Up, yo yo up and down till 3.30 from 3.80. Today, Vstecs Statement is very positive on its prospects. Hope it will be like YtlPower, Vroom, Vroom till 4 -5 X, like YtlPower, from RM 1 to RM 5 !!!!!!

Posted by Apple2353 > 2024-05-16 14:08 | Report Abuse

great rebound..

Posted by laulau > 2024-05-16 14:42 | Report Abuse

Already exceeded previous Lu price and reached 3.65! Can we push to highest of 3.88 and thereafter? After that TP of 4-5 is not impossible to surpass YTL or Unisem, as market capitalisation of Vstecs is very small in comparison?

Posted by sammyramon > 2024-05-16 14:47 | Report Abuse

Sell Sel Sell....save ur capital &..buy back at 2.75.....😁😁😁

Posted by Samuelgold > 2024-05-16 14:57 | Report Abuse

Luckily accumulate more ticket at 3.20, thx guys

Posted by laulau > 2024-05-16 14:59 | Report Abuse

For those who hesitated to buy Vstecs in the morning, can always try Iris? Already showing signs of movements as operator has been quietly accumulating?