Alpha Return Hedge

Author: sayalabur   |   Latest post: Fri, 20 Nov 2020, 2:43 PM


Green Packet - the cloud, Fintech & A.I. supremo of the digital space

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The stars are all aligning in Green Packet's (GP) favour, putting it on the trajectory to become the cloud, fintech & A.I. supremo of the digital space in Malaysia. After recently securing a 10-year agreement with Tencent Cloud, CIMB has projected in their report dated 6/10/20 that the cloud business would contribute 30-40% of EBITDA with NPV of USD82m (RM339).


Riding on Tencent's success and its strong ties to China's big tech companies, the Government awarded the >RM5bn artificial intelligence (AI) park project to G3, an associate of Green Packet. G3 has already teamed up with China's top AI firm Sense Time, along with China Harbour Engineering Company to jointly develop the AI Park. Given the company's strong ties with Tencent and other China technology companies, we expect more China companies to come in as partners or investors in the AI venture that will drive life improving digital innovations with Malaysia as the hub for ASEAN exposure.


GP is sitting on a war chest in excess of RM80 arising from the recent private placement and conversion of warrants to drive the growth of its Tencent cloud business. As mentioned in the CIMB report, GP is planning for another placement to raise another RM63m-99m. Just by connecting the dots, the timing of the  CIMB report - AI park award - upcoming placement, we can expect big fund houses to invest in GP.

Based on GP's annual report, 2 big fund houses are already invested namely Great Eastern Life owns 30.4m share (3.3%) and Kenanga Investment Bank (1.08%).  If big fund houses with investment teams in excess of 20 fund managers and analyst can do their own analysis and see the great potential of GP, retailer like ourselves should just follow the smart money and jump on the bandwagon and ride on this growth story.

Retailers like ourselves should lock & load as quickly as tomorrow so that our entry price is close to big fund houses' cost of entry and ride the digital wave of GP, the cloud, fintech & A.I supremo of the digital space.







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Related Stocks

Chart Stock Name Last Change Volume 
GPACKET 0.47 +0.015 (3.30%) 23,226,600 

  GoldenShares likes this.
greedy44444 Beware...next big private share placement coming soon
11/10/2020 8:37 PM
greedy44444 GP share prices would be pushing much lower to allow the taker of private placement to buy at much cheaper price
11/10/2020 8:38 PM
faralenz77 Not a good investment stock.
11/10/2020 9:36 PM
sayalabur Greedy44444 u r wrong. New Placement price will be the same or higher than the previous placement price because funds already anchor the 1st round. This placement is for more funds to come in not retailers like ourselves
11/10/2020 10:30 PM
Bullacent Can consider great eastern n kanaga be big fund with 1%.only . Lol. U sure. Two big fund gone already.
13/10/2020 5:21 PM
calvintaneng Leave this bottomless pit that will destroy all you wealth

Get away from gpacket
13/10/2020 7:40 PM

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