Highlights
KLSE: OPENSYS (0040)       OPENSYS M BHD ACE : Technology
Last Price Today's Change   Day's Range   Trading Volume
0.39   -0.005 (1.27%)  0.38 - 0.395  1,471,000
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Overview

Market Cap: 116 Million
NOSH: 298 Million
Avg Volume (4 weeks):1,780,763
4 Weeks Range:0.34 - 0.41
4 Weeks Price Volatility (%):
71.43%
52 Weeks Range:0.275 - 0.41
52 Weeks Price Volatility (%):
85.19%
Average Price Target: 0.46
Price Target Upside/Downside: +0.07

Financial Highlight

Latest Quarter | Ann. Date 30-Jun-2019 [#2]  |  26-Aug-2019
Next QR | Est. Ann. Date: 30-Sep-2019  |  26-Nov-2019
T4Q P/E | EY: 11.74  |  8.52%
T4Q DY | Payout %: 3.85%  |  45.15%
T4Q NAPS | P/NAPS: 0.2  |  1.95
T4Q NP Margin | ROE: 9.54%  |  16.61%

Headlines

Date Subject
01-Nov-2019 Stocks on Radar - Opensys (M) (0040)
29-Oct-2019 Daily Market Update - 29 Oct 2019 (HEVEA, OPENSYS)
22-Jun-2019 Opensys - New source of revenue worth RM1 billion. Is this their first client?
16-Jun-2019 The BEST MDA in the ACE market
09-Jun-2019 (CHOIVO CAPITAL) A Look At OPENSYS (M) Berhad (OPENSYS)
28-Apr-2019 Opensys - A cash cow in the making
09-Apr-2019 UNDERVALUED , UNDERFOLLOWED DIAMOND STARTING TO ATTRACT INTEREST!!!
09-Apr-2019 Opensys (M) Berhad (KLSE) #FundamentalDaily - YAPSS
24-Mar-2019 UNDERVALUED, UNDERFOLLOWED DIAMOND READY TO SHINE!!! [MULTIBAGGER STOCK]
16-Mar-2019 Opensys - The BEST MDA 2017 in the ACE market!
09-Mar-2019 Is this a no-brainer investment? Free cash flow yield 15%
25-Feb-2019 5 consecutive quarters of earnings growth, selling below 10x PE, promising future prospects - Opensys
24-Feb-2019 The first coverage by brokerage house on Opensys: Positive Outlook Amid Undemanding Valuations and Decent Dividend Yield
17-Feb-2019 Opensys - High ROE, Net cash position, Decent dividend yield, Exciting future prospects, Undemanding valuations
11-Feb-2019 Opensys (M) Bhd - Positive Outlook Amid Undemanding Valuations and Decent Dividend Yield
26-Jan-2019 Opensys - Low-profile market leader, Blue chip clients, Net cash position, High ROE of 18%, Low PE Ratio 9.7x, High earnings growth, Insider buying
07-Jan-2019 M+ Online Technical Focus - 7 Jan 2019
07-Jan-2019 Daily Market Update - 7 Jan 2019 (GFM, OPENSYS)
02-Dec-2018 冷眼心水股 : 傲奔系統 - 生意空間大,可做8到10年的生意, 凈現金公司。
25-Nov-2018 Cold Eye Stock Pick: Opensys - Compound Annual Growth Rate of 40 percent

Business Background

OpenSys M Bhd is a public-listed company on Bursa Malaysia. It offers solutions to the financial services, telecommunication, and utility industries that heighten productivity, efficiency, and effectiveness. The business activity of the firm is functioned through Efficient Service Machine (ESM) and Software Solution and Services (SSS) segments. The Efficient Service Machine segment involves in the purchasing, manufacturing, and distributing of ESM machines. The Software Solution and Services segment includes the sale of licensing software and rental of ESM machines. All the activities are predominantly carried out through the region of Malaysia.
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  6 people like this.
 
skyea also yoongkahyin is red sena MD. hes an investment banker.
10/05/2019 2:40 PM
Twltwl Cashless transaction society more and more popular now.

https://www.orientaldaily.com.my/news/north/2019/05/11/290283
12/05/2019 5:37 PM
Twltwl Wet morning market start to use ewallet as payment dy. Convenience and rebate given.
14/05/2019 12:51 PM
tapdance The Number of ATMs Around the World Has Fallen for the First Time -
https://www.bloomberg.com/news/articles/2019-05-20/atms-once-the-future-of-banking-starting-to-become-more-scarce?srnd=premium-asia
21/05/2019 11:08 AM
equitydiary https://www.rbrlondon.com/wp-content/uploads/2019/04/GA23_Press_Release_230419.pdf
23/05/2019 10:31 PM
equitydiary ATMs going down, cash recycler machines going up
23/05/2019 10:32 PM
equitydiary https://www.rbrlondon.com/press/
23/05/2019 10:39 PM
Choivo Capital Thanks, i have never seen this site before.

Fairly ok with the result, would prefer if more machines are sold of course, but i know for a fact that all atm and cdm's will be replaced with crm in 5 years, and opensys will be more than able to maintain their market share. I can ride the bumps.

====
equitydiary https://www.rbrlondon.com/press/
23/05/2019 10:39 PM
27/05/2019 6:56 PM
KassimBaba7 Shopping time or wait and see time? Hmm... I was hoping to get it cheap - looks like a good deal? hmmmm...
28/05/2019 10:14 AM
bursadiary As expected, Q1 is a slow quarter.

But dividend is a surprise!! Last 12 months dividend is 1.5 sen!!

Very strong cash inflow!! More dividends coming!!

Good buying opportunity!!
28/05/2019 10:17 AM
Investing KLCI anyone going to attend the opensys upcoming AGM?
28/05/2019 11:59 AM
sasword All sold this lousy counter tickets ady, no one cares it is alive or dead.
28/05/2019 8:20 PM
equitydiary Maintenance income from CRMs will be the earnings driver and it’s a recurring income.

1. Why not strong yet? Because Opensys provides 3 years free maintenance. They started selling CRMs only in 2014.

2. How much contribution? Annual maintenance fee is 10-12% of CRM selling price (RM60-70k).
- Say 1 CRM sells for RM60k, @10% = RM6k per machine per year.
- Opensys have installed 3,200 CRMs and still increasing.
- 3,200 CRMs x RM6k = RM19.2mil !!

Opensys still under the radar of investors.

When more start understanding their business and earnings potential, it will be >RM200mil mkt cap company (currently ~RM90mil mkt cap).
02/06/2019 1:49 PM
Woo Khai Thim Bought 0.305
11/06/2019 3:07 PM
Twltwl Cashless launched for public transport campaign again. More and more popular nowadays!!!
17/06/2019 10:35 PM
k3nthiew https://www.thestar.com.my/business/business-news/2018/07/04/hong-leong-bank-allocated-rm115m-for-digital-expansion/

For those who attended the AGM 2 weeks ago
21/06/2019 4:07 PM
bobbie What happened during the recent AGM?
24/06/2019 10:18 AM
skyea https://www.thestar.com.my/business/business-news/2019/07/02/hlb-allocates-capex-of-between-60-70pc-for-digitisation-in-fy20/
02/07/2019 10:16 PM
Twltwl http://www.klsescreener.com/v2/news/view/550474
06/07/2019 11:16 PM
tapdance https://www.statista.com/chart/17667/support-of-cashless-payments-united-states/
16/08/2019 9:50 AM
equitydiary https://www.g4s.com/media-centre/news/2018/04/17/global-cash-report
22/08/2019 11:07 AM
skyea every quarter, shareholders receive dividend. whats not to like? really feel happy as a shareholder
27/08/2019 6:39 AM
Philip Greta With 3.85% yield on a microcap which share price the last 5 years has been stagnant, a company that has barely grown its revenue and earnings the last five years, what is there to like?

If you want a stable stock with 6+% dividend to hand over to the grandkids, Maybank is a perfect option.

If you want a strong stock that grown its revenue, earnings and share price the last 10 years with good dividends, hartalega would have been a wonderful choice.

You should try comparing the results of the choices you made versus the choices that you didn't make to understand the long term effects of your stockholdings.
27/08/2019 6:57 AM
skyea 4.54%. N making comparison between microcap n giants doesnt seem apt. The risk reward profile is so different to begin with.
27/08/2019 11:51 AM
skyea The Board of Directors of OpenSys (M) Berhad (“OpenSys”) is pleased to announce that
OpenSys is continuing its leadership in the deployment of Cash Recycling ATMs (CRMs).
Fueled by a strong demand from the banking industry, OpenSys will see an increase of 700
units to last year’s installed base by the end of 2019. OpenSys' installed base will grow to more
than 4,200 units, representing a solid growth of 21% in 2019.
The Board also wishes to welcome two new banking clients for adopting the CRMs provided
by OpenSys. This further cements OpenSys’ position as the vendor of choice for banks in the
CRM solution marketplace. The reliability, robustness and excellent performance of the CRMs
provided by OpenSys help achieve significant cost savings, in both capital expenditure and
annual operating costs.
OpenSys has also secured major orders to upgrade the existing installed base from Windows 7
to the Windows 10 platform. This technology upgrade is a mandatory industry compliance
requirement that banks need to adhere to by the end of 2019, due to the end-of-life support of
the Windows 7 platform by Microsoft. The secured orders have a combined value of more than
RM20 million.
On the technology front, OpenSys has been actively engaging with the banks to incorporate
emerging and evolving technologies in the marketplace to bridge the physical channel with
digital delivery channels. OpenSys is proud to be the first to implement the new Smart Client
Web user experience on its CRMs for a major bank nationwide. The Smart Client provides a
technology platform to enable personalization of services, cardless transactions, QR Pay and
other digital services.
10/09/2019 6:45 PM
k3nthiew Based on the announcement yesterday.... i anticipating the 2019 net profit to be between 18-25 mil, 80-150% higher than 2018, eps will be between 6-8.3 cents, really really cheap at current price, also expecting a 2.5 to 4 cents of dividend, coz management indicated 40-50% payout ratio
11/09/2019 4:04 PM
张晋荣 Just watch closely this counter... something brewing...
11/09/2019 7:42 PM
skyea kenthiew, can i know your mathematical working on the net profit part?
12/09/2019 12:51 AM
bobbie Any idea which major bank has implemented Smart Client Web nationwide?
12/09/2019 8:43 AM
equitydiary Should be Hong Leong Bank
12/09/2019 9:33 AM
bobbie Thanks equitydiary! I don't know if there is any difference between Smart Client Web and Branch of the Future (BOTF). BOTF was announced by OpenSys a few months ago.
12/09/2019 9:42 AM
Twltwl Bank negara going to approve banks to implement charges from Rm0.50 to Rm2 per time if customer using crm and cdm. This going to reduce a lot of customer using it. OPENSYS going to have no business soon. Must stay alert on this matter.
26/09/2019 12:48 AM
Twltwl http://www.klsescreener.com/v2/news/view/582602
26/09/2019 12:51 AM
skyea https://www.theedgemarkets.com/article/malaysia-banks-stop-charging-fees-loan-repayments-cash-deposit-machines-otc#.XYyLPTTeIAk.facebook
26/09/2019 6:43 PM
skyea Malaysia banks stop charging fees for loan repayments at cash deposit machines
26/09/2019 6:43 PM
skyea https://www.orientaldaily.com.my/news/nation/2019/09/26/308053?fbclid=IwAR3AmGjfxF_5od4xw8O_3JRJu8E8Da7cmOaLgglvAgbqGjy2LdBGt4nLj2M
03/10/2019 5:11 PM
lilychan are opensys do bank ewallet machine ?
29/10/2019 9:39 PM
skyea https://www.soyacincau.com/2019/10/31/digi-vcash-ewallet-shuts-down/
31/10/2019 9:33 PM
dr_jogho Opensys (M) surged past the resistance price of RM0.355 in its latest session with higher trading volume. With the momentum indicator RSI above 60%, the short-term momentum could reach a target price of RM0.38, followed by RM0.40. If it dips below RM0.355, it will continue to move sideways and consolidate. The support price is anticipated at RM0.335 whereby traders may exit on a breach to avoid the risk of a further correction.

Trading Call: Buy on continuation above RM0.355
Target: RM0.38, RM0.40 (time frame: 3-6 weeks)
07/11/2019 12:21 PM
UaVess11 I m novice in stocks; nevertheless Opensys seems to hv strong FA comparative with peers,
PE=10.9,
ROE=16.7%,
P/BV=1.83,
D-E ratio=0.71,
Dy=4.17%,
EPS=3.33.

IFCAMSC, Dsonic, EForce, Revenue, Rexit all hv much higher prices.. Opensys being overlooked & unloved by IB or what?
Tqs
08/11/2019 2:51 PM
thesteward Opensys sud hv good result
15/11/2019 1:13 PM
bobbie I m expecting OpenSys to declare at least a 0.25 sen dividend this quarter.
15/11/2019 5:08 PM
k3nthiew Wow... engine finally start liao!!
18/11/2019 3:40 PM
6222 Opensys chart look good, should be more to go
18/11/2019 4:30 PM
6222 Those already in just sit and wait, more to come
18/11/2019 4:37 PM
Awangtoklah Worth waiting...
18/11/2019 5:01 PM
cherry88 Still not too late to take position
19/11/2019 8:42 AM
sasword One day show only, foreign fund already balik tidur, goreng up and dump all before it becomes rubbish.
19/11/2019 10:15 AM
member41 41 again... gogoogo
21/11/2019 9:43 AM
cherry88 break-out...pending results announcement to boost the price.
21/11/2019 10:00 AM


 

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