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Overview
Financial Highlight
HeadlinesBusiness Background Supercomnet Technologies Bhd is principally involved in the manufacturing of Polyvinyl chloride (PVC) compound and cables and wires for electronic devices and data control switches. The firm’s product portfolio comprises automobile plug-in cables, copper and jumper wires, cords and cord sets, LAN cable assemblies, and a full range of computer data cables. The company’s operations are located in Malaysia.
  Thks1956 This is such a hidden GEM counter, imagine each covid case will see the demand increase 1 fold. I dont know what is the ceiling for Scomnet..... buy and keep. 08/09/2020 10:32 AM NPRA1985 @teoh boon leong I see. I forgot about the warrant listing shares. Now that makes sense 08/09/2020 11:03 AM NPRA1985 omg didnt even get a change to accumulate more at discounted price already rebounded back lol 09/09/2020 4:03 PM  DannyArcher Insider disposing, sell... so many directors selling, they know next quarter will be bad. 09/09/2020 10:56 PM bigearl Bro DannyArcher where you read insider disposing, sell? Is it from the 4th September news? 09/09/2020 11:30 PM  LiimInvest Supercomnet Technologies - Supercharged Growth Continues Author: rakutentrade | Publish date: Mon, 7 Sep 2020, 2:44 PM We continue to favour Supercomnet Technologies Bhd (“Scomnet”) for its resilient earnings outlook and as a proxy to the recession proof healthcare industry. We are raising our earnings estimates by 19.5% for FY21 on the back of rising orders from major clients. BUY with revised target price of RM2.68 premised on a 3-year average mean 34x PER which is at a discount to Bursa Malaysia Healthcare Index of 43x further supported by a 68% growth in EPS for FY21. Scomnet’s recent 2Q20 results were pretty much in-line with our expectations where it reported net profit of RM5.95m (+45% from previous quarter and +12% from last year) with cumulative RM10m for 1H20.Net margins improved to 24.6% in 2Q20 and cumulative 1H20 to 19% from around 16.0% in FY19. We believe it is on track to surpass our RM30m forecast in FY20 with the medical cable segment being the key driver with resilient outlook and impressive pipeline of products to sustain its earnings going forward. Furthermore, their automotive segment is seeing a recovery post MCO and has landed a new major client in French PSA Group. Scomnet is embarking on a multi-year expansion with initial capex of RM7-10m and eventually is expected to double production capacity catering for their supercharged growth in the medical products supplying their FDA and EMA approved medical cables to their long serving major key clients namely US based Edward Lifesciences and Denmark based Ambu and Mermaid Medical. These companies are major global cardiovascular medical devices companies anchoring Scomnet growth trajectory as cardiovascular diseases are the number no. 1 cause of death globally according to WHO. Balance sheet remains healthy with cash pile growing to RM56.6m and zero borrowings. We expect Scomnet to deliver its strongest ever performance on record with supercharged growth in EPS of +59% in FY20 and +68.3% in FY21. Source: Rakuten Research - 7 Sept 2020 12/09/2020 12:03 PM LiimInvest 乐天交易选股 14/9 乐天交易的首选基本面股是综合系统公司办公家具供应商艺丽控股（AHB Holdings Bhd）、工程解决方案供应商天龙科技（D’nonce Technology Bhd），以及神通电线（Supercomnet Technologies Bhd），该公司是医疗设备、电器、消费电子产品及汽车市场的电线与电缆制造商。 这3只股均被认为是疫情的受益者。 乐天交易指出，艺丽控股的最新产品“Covid Panels”和“SpaceCom Medical Hubs”，将受益于办公空间和医疗中心的新常态。该机构预计，由于进入疫情预防时代，对这些产品的需求将激增，该集团很可能在2021财年录得创纪录收益。 同样，该机构预测天龙科技将在2021财年实现创纪录盈利，因为主要手套制造商都是使用该集团的包装盒。 至于神通电线，由于疫情推高医疗电缆，收益将出现强劲增长。该集团料交出有史以来最强劲的业绩，2020和2021财年的每股盈利将分别劲扬59%和68.3%。 14/09/2020 7:41 PM LiimInvest ******Rakuten Trading Stock Picking 14/9***** The preferred fundamental stocks for Rakuten’s trading are AHB Holdings Bhd, an office furniture supplier for integrated systems, D’nonce Technology Bhd, an engineering solutions supplier, and Supercomnet Technologies Bhd. It is a wire and cable manufacturer in the medical equipment, electrical appliances, consumer electronics and automotive markets. These three stocks are considered to be beneficiaries of the epidemic. Rakuten Trading pointed out that Yili Holdings' latest products, "Covid Panels" and "SpaceCom Medical Hubs", will benefit from the new normal of office space and medical centers. The agency expects that as the demand for these products will surge as it enters the era of epidemic prevention, the group is likely to record record revenue in fiscal 2021. Similarly, the agency predicts that Tianlong Technology will achieve record profits in fiscal 2021, because major glove manufacturers use the group's packaging boxes. As for Shentong Wire, due to the epidemic pushing up medical cables, revenue will see strong growth. The group is expected to deliver the strongest performance ever, with earnings per share in the 2020 and 2021 fiscal years will rise by 59% and 68.3%, respectively. 14/09/2020 7:49 PM lks1118 Updates on Scomnet:- https://www.youtube.com/watch?v=OFNHZiazK-g&feature=youtu.be 15/09/2020 11:22 PM bigearl I am surprise that no one talks about the new investor. 5.4% into the company stake is insane. 16/09/2020 2:11 AM LiimInvest YouTube Link: https://youtu.be/OFNHZiazK-g Hello everyone, presenting to you a new segment within my channel called the 2-minute QuickTake. Today, I will be featuring Supercomnet Technologies Berhad (Scomnet, 0001) with a market cap of RM1.29 billion. There was an off-market transaction of 35 million Scomnet shares which was done at RM1.95 (or 5.43% stake) recently. 16/09/2020 11:51 AM NPRA1985 https://www.theedgemarkets.com/article/six-questions-top-gloves-boss-he-announces-over-rm1b-quarterly-net-profit-today 17/09/2020 1:40 PM NPRA1985 Hopefully the stimulus package will be approved, then NASDAQ composite will rise https://www.washingtonpost.com/business/2020/09/16/trump-stimulus-payment-economic-relief/ 17/09/2020 9:15 PM lks1118 YouTube Link: https://youtu.be/0FLrsGQJLw0 Supercomnet神通网络的最新的进展。最近该公司一批3千500万股 （5.43%股权），以市价在场外交易。为什么新大股东在该公司股价大起超过500%后才买进公司股权呢？ 18/09/2020 8:50 AM lks1118 English version: https://www.youtube.com/watch?v=OFNHZiazK-g&feature=youtu.be 18/09/2020 8:53 AM lks1118 Scomnet Video in Malay language: 2-min QuickTake | Saham Bursa – Kemunculan pelabur baharu di dalam Supercomnet? https://www.youtube.com/watch?v=T4yptzb_RBw&t 19/09/2020 8:41 PM  | |
