Wow, Triggered ? I guess got common sense also know that the expensive part is development fee, ARB is mainly involve in Iot and Erp. Once a new development project is done. The power of compound and return is huge
@Wong Kah Wei Are you expert in IOT? If so can you share more insight on the segment?
For now, what we can confirm is ARBB had seen real profit inflow from both ERP and IOT segment. If you are familiar with the segment, I'm sure you know integration is the key challenge for IOT. Where ARBB had already involved majorly in gaining market share of SMEs and slowly build up concession plans with the government on the IOT, which could see spillover effect to the SMEs part as well.
We always welcome useful comments, looking forward for your understanding of IOT.
Sir another question why always the price hit up than somebody will convert preferences share ??? Will this affect minor shareholder but benefit major shareholders??
@Sumalia Your investment logic is extremely entertaining, which to an extent, amusing. Looking at the track record of successful investors, how many of them try to time the inflow of hot money? And by hot money or "smart" money by your definition, do you think they would let the public know by creating massive volume to jump into an undervalued stock, or quietly collect if they are smart?
Not sure if they are smart, but I think I know whos not smart here :)
@Sumalia Pursuant to your question of selling to the market after conversion of ICPS, the answer to it is yes, you may sell in the open market. So based on your theory, can we conclude company that issues preference shares or loan stock is seeking to pump & dump?
Can you name real examples?
What is your base of your theory or accusation? Any proof of evidence?
If not, I think you are doing a terrible job in misleading investors. Please stop doing that.
Just to share some insight about ERP segment - to those who are new to the ARBB:
Portland, OR, June 24, 2021 (GLOBE NEWSWIRE) -- According to the report published by Allied Market Research, the global ERP market was pegged at $39.34 billion in 2019 and is estimated to hit $86.30 billion by 2027, registering a CAGR of 9.8% from 2020 to 2027. The report provides an in-depth analysis of the top investment pockets, top winning strategies, drivers & opportunities, market size & estimations, competitive landscape, and changing market trends.
Rise in need for operational efficiency & transparency in business processes, adoption of cloud & mobile applications, and increase in demand for data-driven decision-making power fuel the growth of the global ERP market . On the other hand, high investment and maintenance costs impede growth to some extent. However, surge in demand for ERP among small and medium enterprises and technological advancements would create new opportunities in the industry.
swimwithsharkss for me feel abnormal, this is 1st time i saw 30 largest shareholders only 27%. Hope u able to share more info about conversation of new shares, thx.
kimi21 Why total share of 30 largest shareholders only 27%? Why so less
Answer:
1. you need to understand the many roles of ICPS. 2. You cannot look at ordinary shares in isolation. 3. Just look at one shareholder, Dato Liew if he convert his ICPS to ordinary shares he will be holding 29.8% of ARBB assuming all other ICPS are converted at a later date too. That is for one shareholder. I did not look at the other shareholders. He alone will in the future potentially hold more than the current 27% top 30 shareholders. 4. The next question is why doesn't he convert? The short answer is why does he need to convert now? By holding ICPS the cost of holding and controlling the company is cheap until near the maturity of ICPS. Potential raider will know they need more than 30% to take control of ARBB.
@kimi The concept of Top 30 shareholder is straightforward, it means the top 30 shareholders that are holding the shares of the company.
Big corporates oversea might see even lower directed and focused shareholding, the reasons we feel "abnormal" in Malaysia is because many corporates in Malaysia are family owned since IPO and will retain shareholding to control the company.
For ARBB, don't forget the company was just overtaken by the new management or new shareholders in 2018 / 2019 and turnaround. Hence why the top 30 shareholding might be lesser by comparison.
Generally this doesn't affect the performance of the company. Hope this helps :)
may be thats why no main banker here..once push up the price, others will sell...all owned small volumes only, no one can control stocks. they know how to do business. as investors, we see low price, low PE for years.
@goodiewilly Unfortunately, the capital market works in a funny way as @KYYSUPPORTER had mentioned. Big funds or smart money only go in when they have the first hand advantage, but when the growth story is known to the public, they tend to take profit.
Fair mechanism in Bursa? :)
Anyway we as retail investors, our key focus in long term value creation of the company, which I believe ARBB is one of the best candidate to do so.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
stampid54
310 posts
Posted by stampid54 > 2021-09-08 13:39 | Report Abuse
Wow, Triggered ? I guess got common sense also know that the expensive part is development fee, ARB is mainly involve in Iot and Erp. Once a new development project is done. The power of compound and return is huge