VSTECS BERHAD

KLSE (MYR): VSTECS (5162)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

4.03

Today's Change

+0.09 (2.28%)

Day's Change

3.98 - 4.07

Trading Volume

499,900


12 people like this.

2,548 comment(s). Last comment by NatsukoMishima 1 day ago

genchwan2

43 posts

Posted by genchwan2 > 2 months ago | Report Abuse

extremely undervalued counter. if you look at US tech stocks. Their PEs are much higher

OTB

11,633 posts

Posted by OTB > 2 months ago | Report Abuse

Technology index is above 20-day EMA and it is bullish temporarily, hope that the worst is over for this stock.
RM also depreciated 5%, hope that the sell down on technology stock is over.
Good luck.
Thank you.

SamanthaNg

589 posts

Posted by SamanthaNg > 2 months ago | Report Abuse

Tech stocks are back to uptrend

genchwan2

43 posts

Posted by genchwan2 > 2 months ago | Report Abuse

beep beep beep buy signal

Posted by NatsukoMishima > 2 months ago | Report Abuse

Wow, now i cyberattack is so terrible can even malfuntion the hospital medical device , like that i think not only sme but all government agencies departments should have starsentry system to safeguard cyberattack !

LGMS is partnering with VSTECS Astar Sdn Bhd as an official distributor for StarSentry. By leveraging VSTECS’s extensive network of 3,600 channel partners, the partnership aims to empower businesses especially SMEs to safeguard their digital assets effectively. – Oct 17, 2024

Posted by NatsukoMishima > 2 months ago | Report Abuse

Vstec + LGMS = SEA Palo alto network security !

If u still dont know why i keep saying vstecs will hit rm 3 - 6 - 11 - 50.... pls go to check who is palo alto , starlink , amazon , google pixel ! I just dont know why they still dont want annouce partnership with Nvidia blackwell in data center , maybe vstec worry about their share price will direct skyrocket to multiple limit up !

Posted by NatsukoMishima > 2 months ago | Report Abuse

I believe 2025 bursa king of the stock will be vstec !

OTB

11,633 posts

Posted by OTB > 2 months ago | Report Abuse

Please do me a favour, please stop to badmouth other stocks in I3, I believe the share price of Vstecs will move up north very fast.
I also have a big investment in this stock, please do not spoil the party here.
Thank you for your help.

NRahmat

259 posts

Posted by NRahmat > 2 months ago | Report Abuse

Key initiatives include the Supply Chain Resilience Initiative and the New Investment Incentive Framework, both aimed at enhancing Malaysia’s standing in the global tech landscape. This budget demonstrates a strong commitment to fostering technological advancements, digitalisation, and skilled talent development, crucial for positioning Malaysia as a key player in the semiconductor supply chain.

The New Investment Incentive Framework, with a strategic fund of RM1 billion, targets high-value-added activities, placing a strong emphasis on AI, semiconductor technology, and innovative industrial practices. This framework aims to boost local talent, encouraging them to pursue research and high-value projects within the country, with implementation expected in the third quarter of next year.

Additionally, Malaysia’s tax incentives are being expanded to include advanced materials and integrated circuit (IC) design, further cementing the nation as a major player in the high-tech sector.

A significant aspect of Budget 2025 is the commitment to digitalisation and automation, with investments totalling USD16.9 billion from global technology giants. This support aims to modernise industries, particularly in automating and upgrading current processes, and includes accelerated capital allowances for ICT equipment, software, and consulting services. The new incentives also extend support to integrated circuit (IC) design activities, further strengthening Malaysia’s position in the semiconductor industry.

Posted by NatsukoMishima > 2 months ago | Report Abuse

@OTB

11,509 posts

Posted by OTB > 7 hours ago | Report Abuse

Please do me a favour, please stop to badmouth other stocks in I3, I believe the share price of Vstecs will move up north very fast.
I also have a big investment in this stock, please do not spoil the party here.
Thank you for your help.

__________
If a stock really worth the high price with bright future n solid fundamental then u no need to worry about other people sabotage this stock because the share price will keep uptrend ! I just like give own opinion about business not bad mouth if compare with other people using rude words curse your family ! I respect u OTB for good vision in ytl brothers , i still holding ytl no scare !

mf

29,392 posts

Posted by mf > 2 months ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

42,514.95

-409.94

0.95%

Nasdaq

NASDAQ Composite

18,276.65

-296.47

1.59%

SamanthaNg

589 posts

Posted by SamanthaNg > 2 months ago | Report Abuse

Kenanga set key resistance levels at RM3.64 and RM3.75

https://www.businesstoday.com.my/2024/10/23/take-profit-range-narrowed-for-vstecs-as-stock-rises-fast/

Posted by NatsukoMishima > 2 months ago | Report Abuse

Blackberry coming !

Posted by NatsukoMishima > 2 months ago | Report Abuse

https://www.klsescreener.com/v2/news/view/1416377

All in before too late ! Rm 6

sammyramon

553 posts

Posted by sammyramon > 1 month ago | Report Abuse

Dont DREAMING Rm6.........KLSE is KOYAKKK & getting worse....avg daily transaction is only rm1.5 -3b only...carazy LOL...

NRahmat

259 posts

Posted by NRahmat > 1 month ago | Report Abuse

Going back to below RM 3.00

genchwan2

43 posts

Posted by genchwan2 > 1 month ago | Report Abuse

some clowns are good at predicting things that have already happened. lol

Posted by NatsukoMishima > 1 month ago | Report Abuse

Vstecs + Dell + nvidia = perfect AI ,5G supply chain in SEA !

Posted by NatsukoMishima > 1 month ago | Report Abuse

all IT n communication devices price will skrocket after US election , iff u want upgrade better act right now !

Posted by NatsukoMishima > 1 month ago | Report Abuse

PETALING JAYA: Kenanga Research anticipates a rise in demand for cloud services as global cloud service providers (CSPs) continue to invest heavily in data centres, cloud and artificial intelligence (AI) infrastructure in Malaysia.

The research house said it believes players involved in various roles within the cloud industry such as CSPs, distributors for global CSPs, managed-cloud service providers, software vendors and system integrators, stand to benefit.

Among the beneficiaries include Telekom Malaysia Bhd, Maxis Bhd, CelcomDigi Bhd, OCK Group Bhd, as well as TIME Dotcom Bhd, Dagang Nexchange Bhd, Vstecs Bhd and SNS Network Technology Bhd.

SamanthaNg

589 posts

Posted by SamanthaNg > 1 month ago | Report Abuse

Vstecs' PE still lower than its peers 😉

genchwan2

43 posts

Posted by genchwan2 > 1 month ago | Report Abuse

😁

Posted by NatsukoMishima > 1 month ago | Report Abuse

The king of tech stock in 2025 , MAGA !

star584

9 posts

Posted by star584 > 1 month ago | Report Abuse

We expect a stronger 2H24, boosted by higher contributions from VMware, along with
new revenue from Google Pixel and AWS cloud services, as well as shipments of AI
related DC equipment. The stock will also benefit from Budget 2025, which allocates
significant funds to promote digitalisation in Malaysia. A key inflection point may occur
with the government’s rollout of new DC incentives, which could potentially
supercharge VSTECS’ growth by unlocking its TAM. Maintain BUY. Target price:
RM5.02.
WHAT’S NEW
 Expect a stronger 2H24. Recall that VSTECS reported a core net profit of RM29.4m (-4%
yoy), accounting for only 40% of our full-year estimate due to the slower rollout of public
sector projects in 1H24. Despite this, there was notable growth in the ICT distribution
segment (+19% yoy) in 1H24, driven by the strong uptake of Starlink (thousands of units
monthly) and a resurgence in PC demand indicating the start of the replacement cycle for
devices bought during the pandemic. We expect earnings to catch up in 2H24, supported by:
a) the rollout of Google Pixel in Aug 24, with thousands of units delivered since Sep 24, b)
new AWS cloud service contributions following its data centre (DC) launch in Aug 24, c)
increased contribution from VMWARE under a new agreement (doubling effect), d)
shipments of AI-related DC equipment in 3Q24, e) steady adoption of Starlink with the
potential rollout of Starlink Mini in 4Q24, and f) seasonally stronger consumer and enterprise
spending in 2H24.
 New DC incentives: A strategic inflection point. The Malaysian government is currently
restructuring its incentive packages for DC investments to prioritise high-value activities that
bring broader economic benefits. Treasury Secretary General Datuk Johan Mahmood
Merican highlighted concerns that while DCs involve significant capex, they often do not
create enough high-skilled jobs and can strain electricity and water resources. To address
this, the government will introduce a new investment incentive framework by mid-25, using a
“scorecard” approach to assess projects based on factors like job creation, local business
linkages, sustainability, and alignment with strategic economic sectors. These incentives will
be backed by a RM1b strategic fund designed to cultivate local talent and promote high-value
activities in the E&E and AI sectors, ensuring long-term economic benefits. We believe this
could be an inflection point for VSTECS, as it will further accelerate its DC equipment and
GPU server deals by multiple folds, growing from the current tens of millions of ringgit.
 Beneficiary of Budget 2025. While details remain sketchy, VSTECS stands to benefit
significantly from Budget 2025, which allocates substantial funds from both the Ministry of
Education (MoE) and the Ministry of Digital to enhance digitalisation and internet coverage
across Malaysia. The MoE's record allocation of RM64.1b includes RM635m for
infrastructure upgrades and expanded internet access in public universities, as well as
RM270m for improving internet coverage in higher education institutes, rural schools, and AI
education initiatives. Meanwhile, the Ministry of Digital is set to receive RM1.3b to promote
the digital economy, alongside capital allowances for e-invoicing implementation that
encompass ICT equipment and software purchases.

Posted by NatsukoMishima > 1 month ago | Report Abuse

Vstecs has many HBM , this time really huat kaw kaw !

genchwan2

43 posts

Posted by genchwan2 > 1 month ago | Report Abuse

😉

Posted by NatsukoMishima > 1 month ago | Report Abuse

Vstecs + starlink + Elon Musk in White house = control the world technogy !

NRahmat

259 posts

Posted by NRahmat > 1 month ago | Report Abuse

😁😁😁

genchwan2

43 posts

Posted by genchwan2 > 1 month ago | Report Abuse

will they surprise us with a record earnings? 😉

Posted by NatsukoMishima > 1 month ago | Report Abuse

Yes , it definitely will within 5 years ! More SBB more EPS more higher share price ! Be patience and u will be paid later

mf

29,392 posts

Posted by mf > 1 month ago | Report Abuse

Dow falls more than 350 points, retreating from record as postelection rally takes breather

genchwan2

43 posts

Posted by genchwan2 > 1 month ago | Report Abuse

why posting dow jones crap here? it's a rubbish index even in the US. Nvidia with market cap 3T USD just entered the index few days ago and has like only 2% in the dow just tell how useless the index is. lol

probability

14,500 posts

Posted by probability > 1 month ago | Report Abuse

Amazing results! Quarter to Quarter shot up 28%! Better than KGB

For Q3 FY2024, the revenue increased by 30.2% to RM841.8 million from RM646.4 million last year attributed to recovery in both consumer and enterprise product and new product launching. Accordingly, gross profit (GP) increased by 28.6% to RM48.9 million from RM38.1 million last year.

Profit before tax (PBT) increased by 53.5% to RM26.5 million from RM17.3 million after accounting for lower impairment of
financial instrument by RM845,000 and higher share of associate profit by RM452,000

Posted by NatsukoMishima > 1 month ago | Report Abuse

Feb got 1 more dividen around 4 - 5 sens , total around 7 sens per year dam dam masuk pocket !

Posted by NatsukoMishima > 1 month ago | Report Abuse

Towards rm 6 !

troy88

3,090 posts

Posted by troy88 > 1 month ago | Report Abuse

Great QR. Well done!

UnicornP

2,865 posts

Posted by UnicornP > 1 month ago | Report Abuse

For Malaysia, Nikkei > Dow

Posted by KelvinGoh123 > 1 month ago | Report Abuse

brother even 3.60 also can't break🙄

Posted by NatsukoMishima > 1 month ago | Report Abuse

Be stand by for partnership with Nvidia Black well announcement !
Who sell who bodoh ! Vstecs possible really hit rm 50 in future !

serbatipu

344 posts

Posted by serbatipu > 1 month ago | Report Abuse

Yang hari2 pekik RM6 lagi bodxh

jamishoot

81 posts

Posted by jamishoot > 1 month ago | Report Abuse

Relax bro ..be happy

SamanthaNg

589 posts

Posted by SamanthaNg > 1 month ago | Report Abuse

Nice, stellar financial performance and got dividend too

Posted by diuleiloumei > 1 month ago | Report Abuse

Congrat to those selling today, you may collect back cheaper soon

Posted by NatsukoMishima > 1 month ago | Report Abuse

I think u are the person who want to buy cheap ticket later not the smart investors who already parked their heavy capital in vstecs before it surge ! 🤣🤣🤣

Posted by NatsukoMishima > 1 month ago | Report Abuse

It s not too late for u to buy now before vstecs hit rm 6 - 11 - 50 !

genchwan2

43 posts

Posted by genchwan2 > 1 month ago | Report Abuse

fantastic result. good growth
hope the ICT services segment will grow more
🤗

Posted by NatsukoMishima > 1 month ago | Report Abuse

We all shareholders should recommend Mr Song to increase profit margin even a bit than their qr np will hit rm 30m atleast and dividen can hit 10 sen per annual !

Post a Comment
Market Buzz