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1,935 comment(s). Last comment by Breakthrough Breakthrough at Sep 19, 2018 12:06 PM
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mocics
106 posts

Posted by mocics > Aug 1, 2018 08:16 AM | Report Abuse

The comment above sort of speak for itself now, doesnt it?


steeelman
160 posts

Posted by steeelman > Aug 1, 2018 11:17 AM | Report Abuse

will come back this counter at november


normanyap
14 posts

Posted by normanyap > Aug 2, 2018 06:35 PM | Report Abuse

https://klse.i3investor.com/blogs/IntelligentContrarians/141699.jsp


Breakthrough Breakthrough
12 posts

Posted by Breakthrough Breakthrough > Aug 4, 2018 01:08 PM | Report Abuse

Mocics e govt in Sri Lanka started heard bigger than Cambodia? is it true? like this Scicom profit maybe double up?


mocics
106 posts

Posted by mocics > Aug 10, 2018 06:40 AM | Report Abuse

While I heard that they have been trying to replicate EMGS in Sri Lanka but I am not sure if they have secured anything there as yet - other than the BPO with banks and airlines. If it is, it will be fantastic for the company of course. Personally I think Cambodia contract can be very substantial judging by the growing traveler number though the airports (those number can be verified)


Breakthrough Breakthrough
12 posts

Posted by Breakthrough Breakthrough > Aug 10, 2018 10:27 AM | Report Abuse

but the one you mentioned before border control is in Nepal or Laos?


mocics
106 posts

Posted by mocics > Aug 10, 2018 11:07 AM | Report Abuse

i heard is on a different continent...but cant be sure


cyeec2000
472 posts

Posted by cyeec2000 > Aug 10, 2018 11:26 AM | Report Abuse

They can get contract from PH gov?


jordanmaggie61
1800 posts

Posted by jordanmaggie61 > Aug 10, 2018 11:26 AM | Report Abuse

这价格可以


Breakthrough Breakthrough
12 posts

Posted by Breakthrough Breakthrough > Aug 10, 2018 02:16 PM | Report Abuse

thanks . Cambodia tourist around 5mil per year. with the other e govt overseas that means this stock earning will be crazy and dividend yield will surge to new high!!!!!!!!!!!!!!!!!!!!!!!


mocics
106 posts

Posted by mocics > Aug 10, 2018 02:47 PM | Report Abuse

actually if you read carefully, apparently the Cambodia contract is not just on tourists arrival but all inbound and outbound passengers (domestic and foreign)....so it is actually much much more than just 5m per year...! People just dont realised yet...


mocics
106 posts

Posted by mocics > Aug 10, 2018 04:38 PM | Report Abuse

https://www.khmertimeskh.com/5097642/cambodian-airports-passenger-volume-25/


Breakthrough Breakthrough
12 posts

Posted by Breakthrough Breakthrough > Aug 11, 2018 07:13 AM | Report Abuse

if based on Affin Hwang commented was USD 1 per trip. based on 8 mil× USD1x2=RM64 . e govt margin around 30 to 40% . if we take 30% it is equivalent to 19mil!!!!!! converted to EPS at 5.3cts. let say their dividend payout around 70 to 75% is 3cts + extra add in to current of 9cts will be total of 12cts. DY is almost 6.4% based on yesterday closing price of 1.87!!!!!!
The above not yet include other countries e govt !!!! thanks for the article above Mocics.


Breakthrough Breakthrough
12 posts

Posted by Breakthrough Breakthrough > Aug 11, 2018 07:22 AM | Report Abuse

https://www.thestar.com.my/business/business-news/2018/03/08/cambodia-project-a-major-earnings-catalyst-for-scicom/


Yael Jasper
2039 posts

Posted by Yael Jasper > Aug 23, 2018 11:47 AM | Report Abuse

Strong momentum time to invest now.


Breakthrough Breakthrough
12 posts

Posted by Breakthrough Breakthrough > Aug 26, 2018 12:31 PM | Report Abuse

air travel is growing at a very healthy clip in Cambodia. Its three airports handled 8m passenger in 2017, up 25% from 2016. ZJ research are upping FY19 EPS by 30% to factor in the Cambodian Tourism Management System( CTMS) . The co also indicated that it is optimistic in securing two other e-govt ( non cambodian) contracts in the coming quarters.


foreverchung
71 posts

Posted by foreverchung > Aug 27, 2018 06:14 PM | Report Abuse

But before that, a dip.

https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=0099


WLiang777
36 posts

Posted by WLiang777 > Aug 29, 2018 10:27 AM | Report Abuse

if you lost hope in the company, pls SELL !! not need to express ur concern. invest at your own rosk !!!!!!!


jordanmaggie61
1800 posts

Posted by jordanmaggie61 > Aug 29, 2018 10:35 AM | Report Abuse

This stock become stronger and stronger, worth to invest


Michaelphlee
7 posts

Posted by Michaelphlee > Sep 4, 2018 09:08 PM | Report Abuse

SCICOM - Notice of Book Closure

SCICOM (MSC) BERHAD

Tax exempt interim dividend of RM0.03 per ordinary share in respect of the financial year ended 30 June 2018.

Kindly be advised of the following :

1) The above Company's securities will be traded and quoted "Ex - Dividend” as from: 7 Sep 2018
2) The last date of lodgment : 13 Sep 2018
3) Date Payable : 28 Sep 2018


mocics
106 posts

Posted by mocics > Sep 7, 2018 08:53 AM | Report Abuse

Despite the poorer than expected FY18 performance, the company continues to pay healthy dividend of 9 sen per year. This translate to around 4.8% yield - around 0.4% higher than 1 year FD. Also, it is interesting to note that the company cash level has actually increased to RM52m (vs RM37m last year).

Assuming that this is now the base case and revenue has bottomed - your investment here is equivalent to buying an option with a 4.8% yield. Still palatable in my views.

So i think one should look past the short term negatives and invest for a longer term.


Breakthrough Breakthrough
12 posts

Posted by Breakthrough Breakthrough > Sep 13, 2018 06:18 PM | Report Abuse

We knew Mocics but u were talking about this since 2014 and Scicom price never been improved at all and profit keep dropping.


mocics
106 posts

Posted by mocics > Sep 14, 2018 08:06 AM | Report Abuse

Did not realise that i have been posting for so long - thank you for noticing.

I agreed that it has been frustrating journey over the last three years. I also wished that it has done better, stock price wise.The company was always near the verge of a break through (as your name suggested) but however fall short due to whatever reasons. Question now is really do we still believe management can deliver going forward?

From my observation, the MD has not lost the hunger to secure new deal and i believe (i know it is wearing a bit thin) persistent and tenacity will win the day eventually. Of course, one can also time their purchase and buy the stock when it happens..each to their own I suppose.

I also secretly wish news flow and guidance to the market at large are more consistent but i suppose they can only get better.

For now, I still think the company is solid, fundamentals wise. So, you can treat it as an option with a 4.8% yield. In this respect, downside is somewhat protected where as upside will come from further new businesses.

The ultimate question I suppose is if you think the company performance will continue to deteriorate or improve from here (after 5 quarters of declining profits)?

Happy investing and good luck.


steeelman
160 posts

Posted by steeelman > Sep 14, 2018 11:00 AM | Report Abuse

In last quarter report they say there will be improvement and growth on FY19 I hope that this time they will bring out somethings, i have faith on this company


Breakthrough Breakthrough
12 posts

Posted by Breakthrough Breakthrough > Sep 14, 2018 09:25 PM | Report Abuse

Mocics did you know that their current Q4fy18 profit even lower than Q4 Fy2013? you can put in faith but result and stock price speak by itself.


mocics
106 posts

Posted by mocics > Sep 15, 2018 09:28 AM | Report Abuse

Thats may be true about the results - however they were paying zero taxes back then and like I said before, FY2018 is one really bad year.

For all investment, we need to look forward and the question is still if you believe they can recover from here? Investing at current price, can you make money?

Refer back to my earlier post: Treat it as a call option with 4.8% yield (only if you think or convince that the earnings has bottomed in FY2018).


Breakthrough Breakthrough
12 posts

Posted by Breakthrough Breakthrough > Sep 15, 2018 09:44 AM | Report Abuse

Thanks Mocics. But as many investors feedback they put 105mil In their Q1 fy18 report said that will be materialise in Q4fy18. now they said delay and will be in. fy19 . The figures now they put is 115mil. And for 115mil is just for BPO alone. During theedge Interviewed with M.D. He said planning to enter to 60 countries e govt, negotiating now in 20 countries...but now only 1 e govt secured for cambodia and not even started ( why because figures not in the sales & profit) and also the said definitely Sri Lanka will be in this year but no update at all?? are investors just listening to all sweet talk only but sales keep dropping not only profit? 4 to 5 years not enough to wait?


mocics
106 posts

Posted by mocics > Sep 15, 2018 07:51 PM | Report Abuse

Breakthrough x2 - You sound frustrated. I can totally understand your feeling as I too have followed this company as long as you have, may be even longer in fact.

I think that is also part of the reason why the company is no longer want to shout about potential contract win etc in the event that they disappoint investors again.Even for the Cambodia contract, I think they only announced it reluctantly as their results were terrible then (2QFY18)..and not knowing that May 9th election could impacted them so much as clients delayed implementation etc. Anyway, those are moot now...so what will FY19 brings....I also dont know to be frank...hoping the new govt in Malaysia will open up new opportunities for them to compete fairly....

4-5 years wait is long enough? That's really depends on you as every investment decision is obviously sequential as we don't have unlimited capital - so we will need to decide if this is dead money or not. Thats why I see it as an option with 4.8% yield..lol


cyeec2000
472 posts

Posted by cyeec2000 > Sep 15, 2018 07:55 PM | Report Abuse

Mocics: changed gov will be risk to lost clients?


Breakthrough Breakthrough
12 posts

Posted by Breakthrough Breakthrough > Sep 16, 2018 09:20 AM | Report Abuse

Thanks for Sharing Mocics. It is not shouting or ...... we are all based on facts. few years back he said became largest BPO in Sri Lanka in 2017.. but the sales in Sri Lanka moved so slow? why don't tell me u just said it for fun..you can check what MD said before they will become largest BPO in Sri Lanka by ....even put in month & year but result didn't show? you can said this and that but when people won't trust you your share price not only drop but the daily volume transaction also being affected daily. this is the liquidity risk for the investors too.. why? because nobody keen to buy your share at all!!!


mocics
106 posts

Posted by mocics > Sep 16, 2018 08:38 PM | Report Abuse

cyeec2000: I dont think so as most BPO clients are MNC

Breakthrough x2: Well, sometimes not everything is always going to your plan. Sh*t happened. Dont get me wrong, I am not trying to defend the company just that they are obvious risks from dealing with governments. For example, Sri Lanka has also changed government a couple of times in the last few years....(unlike Malaysia..once every 60 years)

As for liquidity and shareholdings...both EPF and KWAP are both shareholders (i assume they have done their due diligence) and as well as Grandeur Peak Global Advisor...I assume they dont buy and sell...so obviously liquidity dwindled...

MY advice - sell the shares (assuming if you are still holding) to clear your mind, then re-look again from a different perspective and decide if this is the stock that you will invest in at this time. If not, move on. No point in holding on to something you dont feel good - my two cents.


GoldenHarvest1
27 posts

Posted by GoldenHarvest1 > Sep 16, 2018 08:43 PM | Report Abuse

Still got good upside


mocics
106 posts

Posted by mocics > Sep 19, 2018 07:55 AM | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5915117

EPF still accumulating...


cyeec2000
472 posts

Posted by cyeec2000 > Sep 19, 2018 08:06 AM | Report Abuse

Thanks mocics


Breakthrough Breakthrough
12 posts

Posted by Breakthrough Breakthrough > Sep 19, 2018 12:06 PM | Report Abuse

Mocics their Cambodia e govt starts? How about Sri Lanka?

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