KLSE (MYR): SCICOM (0099)
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Last Price
0.815
Today's Change
0.00 (0.00%)
Day's Change
0.815 - 0.82
Trading Volume
17,300
Market Cap
290 Million
NOSH
356 Million
Latest Quarter
30-Sep-2024 [#1]
Announcement Date
28-Nov-2024
Next Quarter
31-Dec-2024
Est. Ann. Date
24-Feb-2025
Est. Ann. Due Date
01-Mar-2025
QoQ | YoY
114.91% | 3.67%
Revenue | NP to SH
220,576.000 | 24,630.000
RPS | P/RPS
61.98 Cent | 1.31
EPS | P/E | EY
6.92 Cent | 11.78 | 8.49%
DPS | DY | Payout %
6.50 Cent | 7.98% | 93.84%
NAPS | P/NAPS
0.34 | 2.40
QoQ | YoY
1.14% | -20.22%
NP Margin | ROE
11.16% | 20.36%
F.Y. | Ann. Date
30-Sep-2024 | 28-Nov-2024
Latest Audited Result
30-Jun-2024
Announcement Date
30-Oct-2024
Next Audited Result
30-Jun-2025
Est. Ann. Date
30-Oct-2025
Est. Ann. Due Date
27-Dec-2025
Revenue | NP to SH
223,999.000 | 24,353.000
RPS | P/RPS
62.95 Cent | 1.29
EPS | P/E | EY
6.84 Cent | 11.91 | 8.40%
DPS | DY | Payout %
6.49 Cent | 7.96% | 94.87%
NAPS | P/NAPS
0.33 | 2.47
YoY
-24.69%
NP Margin | ROE
10.87% | 20.76%
F.Y. | Ann. Date
30-Jun-2024 | 30-Aug-2024
Revenue | NP to SH
235,772.000 | 31,316.000
RPS | P/RPS
66.25 Cent | 1.23
EPS | P/E | EY
8.80 Cent | 9.26 | 10.80%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
28.59% | 3.67%
NP Margin | ROE
13.28% | 25.88%
F.Y. | Ann. Date
30-Sep-2024 | 28-Nov-2024
Date | Financial Result | Financial Ratio | Per Share Item | Performance | Valuation (End of Quarter) | Valuation (Ann. Date) | |||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
F.Y. | Ann. Date | Quarter | # | Revenue | PBT | NP | NP to SH | Div | Net Worth | Div Payout % | NP Margin | ROE | NOSH | RPS | Adj. RPS | EPS | Adj. EPS | DPS | Adj. DPS | NAPS | Adj. NAPS | QoQ | YoY | EOQ Date | EOQ Price | EOQ P/RPS | EOQ P/EPS | EOQ P/NAPS | EOQ EY | EOQ DY | ANN Date | ANN Price | ANN P/RPS | ANN P/EPS | ANN P/NAPS | ANN EY | ANN DY |
PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.
NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.
Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
information from amilytay usually not correct one.. dunno where you get the news...
2024-05-23 14:44
I used to hold scicom in 2022 and 2023 until the CHATGPT released. it has shaken the long term investor to think, whether this Ai will affect Scicom business or its a boaster to Scicom business.
In this bull market 2024, all boring dividend stock has move up slightly, at least beat KLCI that up 10%.
This is not hater comment, i do like scicom as a dividend stock, but the future prospect is still unclear.
2024-05-30 23:07
And the reason why i bother to drop this comment is because i like scicom, if it drops under a price where i feel undervalue, i will collect maybe.
2024-05-30 23:08
I used to like SCICOM too. But look at their website and financial reports...their investor relations/communications is like... 😅😂😓🤦
2024-05-30 23:50
To bad with those hard selling people failed to realize the potential risk of a stock paying out dividend every QR ratio equal to the PAT. Let's see how deep it will dive tomorrow, best of luck
2024-05-31 00:14
Better shift to powerful stocks like vstecs , ranhill !
Dnex , swift haulage , iwcity also not bad !
2024-06-20 07:33
strange , really strange . since you are not interested or buying this counter but still busy here .
No growth for this stock after so many years , dont buy !
Wasting time in this stock! ( especially this remark )
like...
2024-06-20 13:13
@gankm, wud you be able to share Affin's latest report on SCICOM? thanks in advance :)
2024-06-22 13:31
Posted by HengyuanZai > 2023-03-14 17:07 | Report Abuse
unhealthy cash flow, small customer base only, fair value only at 0.8
2024-06-27 00:08
Not sure how investors say scicom cash flow is healthy. Earn 7m payout 7m dividend is definitely not healthy at all. Note this down for future reference whenever u decide to go for "dividend"
2024-06-27 00:10
@ckwee168, I dont have the report. I get the news from The Star newspaper.
https://www.thestar.com.my/business/business-news/2024/06/04/subdued-sentimenton-scicom
2024-06-29 09:38
Thanks @gankm. Affin's TP of RM1.10 is not too far away from what i'm looking at too. SCICOM management has openly acknowledged in their recent QR that AI is indeed a threat to its BPO business, and has been working on a few in-house developed AI models leveraging on ChatGPT to gradually substitute its traditional human outsourcing business .. This is truly AI at work, and successful rollout of these AI based customer service chatbot to its existing client base wud be a significant game changer for SCICOM .. Re-collecting SCICOM again since my last exit at RM1.20 ..
2024-06-29 15:27
Main reason why Scicom is doing badly in Q4 2024:
The Group recorded a decrease in BPO revenue of RM10.0 million for the current
financial quarter under review is due mainly to lower transactional volumes for
certain BPO clients coupled with the non-renewal of contracts for certain long term
BPO clients who have opted to bring their business inhouse
2024-09-02 12:05
SCICOM reported a 2nd consecutive quarter of weak EPS largely affected by the non-renewals of contract with certain long term customers, which shall continue to put some pressure on its near term earnings; On a brighter note, management continues to pay out generous dividend of 1.25 cents (i.e. albeit lower than the typical 2 cents) supported by its strong cash holdings (i.e. sitting on nett cash of ~RM90 million or 25 cents); Management reiterated on the challenges posed by AI technology, and at the same time guiding that it is pivoting towards AI solution to future proof its business; Management remains optimistic on conversion of some new prospects in their pipeline which can fetch a higher margins thru new customization of its business solutions offering.
Position : Despite the earnings disappointment, the scale-down dividend payout of 5 cents is still decent, translating to a yield of above 5% at the current traded price and still worth a HOLD for now as the upside can be substantial if it successfully emerges as the winner of Sri Lanka's 10 year immigration system upgrade project (i.e. final selection is now down to last 2 bidders, of which SCICOM is one of them) ..
2024-09-02 12:18
TQ ckwee168 for the info of SCICOM. i will hang on to it and not adding position yet.
2024-09-04 14:21
@CKwee168 bro, when sri lanka immigration system upgrade project will announce the result ya ?
2024-09-09 23:56
Its current CEO, Leo Suresh (a Sri Lankan national) has guided that the immigration system upgrade tender result should be announced before end of the year; The CEO is very confident that SCICOM has a cost advantage, but is somehow pitched against a local based player, making the odd of winning at 50-50 only ... i'm still holding on to my shares because the upside is just too big to dismiss at the current traded price ... i also take comfort that the CEO has further increased his own stake in SCICOM as a vote of confidence that SCICOM could win this game-changing project ..
2024-09-10 15:42
@ckwee168, how much is your average cost price for scicom? Able to tell ?
2024-09-10 18:56
@terence94tan, i re-collected between 92-93 cents after cashing out earlier @RM1.20, as i find its dividend yield of 5-6 cents (i.e. above 6%) very compelling even without winning the 10 year Sri Lanka immigration system upgrade project .. i do have plans to add more on further retracement of the share price towards 75 cents region; and trust its share price to be well supported by its lucrative yield .. Despite loss of few key long term clients, SCICOM is still capable of generating ~RM50 million of operating cashflow per year, more than enough to support its revised dividend payout of 5 cents (or ~RM16 million) .. Winning the Sri Lanka's project will be a significant upside from the current base ya .. hope this answers your queries and God Bless too :)
2024-09-11 14:53
Thanks bro. Do you collect other div stocks as well? Mind to share?
I like Div stocks as it able to generate passive income for my cash flow.
I'm thinking to collect after US cut down the interest rate to average down.
2024-09-11 20:37
My bastion of dividend counters and the respective yield at yesterday's closing price :
1) BAUTO (Bermaz Auto) : above 9%
2) HLIND (Hong Leong Industries) : above 8%
3) FPI (Formosa Prosonic) : ~8%
4) SPToto and GENM (Gaming) : 6-7%
5) BONIA : above 7%
6) RHB, Maybank and CIMB (Banks) : between 5-6%
7) Gas Malaysia : ~6%
8) IGBREIT and SUNREIT (REITS) : 5-6%
9) LHI and Teo Seng (Poultry Players) : 5-6%
10) Carlsberg and Heneiken (Breweries) : above 5%
I have a rough split of 75%/25% between dividend vs value counters; with a total of 50 counters in my portfolio at the moment to spread out the risks ... happy to share here, and may my God blesses your investment too ya :)
2024-09-12 10:42
SCICOM successfully turnaround its earnings this quarter, raising its EPS back to 2.20 cents, and more importantly re-instating its dividend payout back to 2 cents again; Management also expressed great confidence that the worst is behind and its new customized solution offerings are well received by its clients; Expect SCICOM share price to take off tomorrow to reclaim its 90 cents mark again .. thank God for another good surprise 🙏
3 weeks ago
BPO is a sunset industry, isn’t it? How exactly will the company future-proof its biz model, given the advent of AI?
1 week ago
Company share price is well supported by its dividend, but is it sustainable in long run, knowing that the revenue is getting lower?
1 week ago
unfortunately there was no mention on the prospect of its 10-year immigration system upgrade project bid for Sri Lanka in its latest AR released few weeks back;
Excerpt from an exclusive interview with the CEO of SCICOM on 17 July 2024 :
On being shortlisted for border control and immigration concessions in five countries, Ariyanayakam says: “We are bidding for such jobs in Sri Lanka, in various African countries, in the South Pacific, all over the place … Our chances are good, because we have a great product. We have a very great way to go to market because we do it on a PFI (private finance initiative) basis; the client doesn’t come up with a cent. We spend tens of millions [building the immigration system]; we will make it work. Then we get paid on a transaction basis, and we even split the revenue so the client makes money as well.”
The results of the tender in Sri Lanka are slated to be out in a couple of months. Ariyanayakam, a Sri Lankan national, is tight-lipped about the tenders, but The Edge understands that Scicom has also been shortlisted for one in Fiji.
2 days ago
EngineeringProfit
Nice
2024-05-21 07:47