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Overview
Financial Highlight
Headlines
Business Background Orion IXL Bhd is principally involved in the provision of computerised maintenance management systems. The company also provides other information technology services such as systems integration, support services, and training. The company carries out its operations in Malaysia and the United States of America. The majority of its revenue is derived from Malaysia.
  ozzie75 风险蛮高。买卖自负。 Posted by Agnes Lee > Feb 12, 2019 03:36 PM | Report Abuse 还.会在冲吗？ 12/02/2019 15:51  matg they try to flush retailer before shoot up to next TP1 0.20.. retailer should hold tight2.. lol 12/02/2019 16:54  moneykj Reasonable price vs volume. Tomorrow shall continue its momentum. Break 0.20 is certainty. 12/02/2019 17:21 ozzie75 "胃口是乎蛮大一下" 基本面如果有改善。。有看头。瞎猜的，OK? Dave Jet ozzie75你猜下庄家要赚多少倍？ 12/02/2019 15:56 12/02/2019 17:40 lhthow RH Research 1 小时 · 胜安 ORION – 企业汇报 今天 (2/12)，ORION再放量上涨2.5仙闭市于17.5仙；1月至今已大涨65%！让我们回顾上个月举办的企业汇报，到底有什么惊人的成长故事可以使这支股票脱胎换骨？ ✔️ 银行体系将在未来5-10年内出现改革，变得比以往更有效率及更快；举例，假设要转账RM50,000，银行一般上会提问非常多问题，而且需要不少步骤才能完成；未来，金融科技 (Fintech) 将成为大趋势之一，解决以上这些问题。 ✔️ 去年10月与Sukaniaga签署技术服务协议，将为Angkasa提供贷款管理系统，命名为MyAzZahra，长达15年期限；后者旗下拥有14,000个Koperasi，410个信贷Koperasi，每年批出总值RM24b的贷款。 ✔️ ORION持有Sukaniaga的10%股权，目前正收购额外的10%；将在本周五 (1/25) 正式推出MyAzZahra系统，也称为金融交易管理系统 (Financial Transaction Management System) ，包含大数据、人工智能AI和区块链的技术，已获得大马财政部的支持。 ✔️ 以往的审批贷款体系拥有不少弱点，包括缺乏透明度、出现欺诈行为、需要通过中间人处理、审批过程漫长、还要承担服务费等等；透过以上这个端到端 (End-to-End) 在线贷款申请和审核系统，整个贷款过程将变得非常简明。 ✔️ 用户可自行在家中上载贷款所需文件，而不需要特地出门，48小时内就可完成整个贷款过程；Angkasa可从系统中了解贷款申请资料后，才采用工资扣除制度；国行BNM也可从系统中获取审批贷款的报告，避免出现任何欺诈；包括ORION在内，将形成4赢局面。 ✔️ 第一阶段涉及B2C模式 – 在6个月内与12家Koperasi合作，预计可处理总值RM4b的贷款；Sukaniaga与Angkasa成立一家合资公司，股权比例为75%和25%，主要负责MyAzZahra系统的准证申请；将依据批准贷款金额，收取大约2%的手续费 (报告中写1.275%??)；第二阶段将涉及B2B模式 – 计划引入一些银行以及Koperasi委员会 (SKM)。 ✔️ 除了以上业务，ORION也涉及电脑化维护管理软件 (CMMS)，主要专注于建筑物的系统管理；同时也涉及医院管理系统 (HIS)，主要为眼科诊所ISEC提供这项系统。 ✔️ 预计金融交易管理系统可在FY19作出40%的贡献，其余60%则来自CMMS和HIS；管理层表示，根据CIMB研究所的报告，如果一切顺利进行，预计可录得介于RM6m和RM25m的盈利。 ✔️ 愿景 (Vision) – 旗下系统可在未来3年处理累积120万份合格的贷款申请；使命 (Mission) – 成为东盟最优秀的金融科技 (Fintech) 企业。 ✔️ 现阶段尝试进军菲律宾和印尼市场，希望未来可在当地复制MyAzZahra系统的业务模式。 总结，ORION是否能成为下一个Fintech巨头吗？作为一家改革和创新的科技企业，这家公司能否取得巨大成功仍未指数。即使成长故事说得那么动人，个人认为还是有不少隐忧。 ORION持有Sukaniaga的10%股权，而后者持有与Angkasa合资企业的75%；假设一年可处理高达RM2b的贷款，合资企业将获得RM40m的手续费 (2%) ，Sukaniaga分得其中的RM30m (75%) ，而集团仅获得RM6m (20%) 的营业额。(纯属个人了解，或许有误) 此外，ORION也目前在进行30%的私下配售计划，以筹集收购Sukaniaga额外10%股权；一旦完成后，虽然持有Sukaniaga的股权将从10%变成20%，但是股数却从599m增加至779m，每股盈利将被严重稀释。 12/02/2019 22:06 moneykj Don't worry. Sifu char kue tiaw clear some holding at higher n support at lower. Tomorrow fry another plate yummy kue tiaw. 13/02/2019 10:33 moneykj Why I look here look there Orion very similar to 1 stock king I in 2014: 1. No of share: both also about 600m 2. Start to goreng from 0.105 3. Both start after announcement of government link project. Both fintech. "I" doing GST collection software for government. 4. Cumulative 4 q earning after start goreng was 30m for "I". Cimb estimated Orion can come to highest 29m for 2019. 5. Both also start from weak results. "I" only 421k. Orion 1m. 6. The same analyst, Cimb analyst covered both One famous anei behind the rise of "I". I believe he is also behind Orion...Guess who... "I" rose more than 1500%. How will Orion doing? 13/02/2019 10:50 ozzie75 Sifu...can enlighten? moneykj Why I look here look there Orion very similar to 1 stock king I in 2014: 1. No of share: both also about 600m 2. Start to goreng from 0.105 3. Both start after announcement of government link project. Both fintech. "I" doing GST collection software for government. ("I" macam don't do GST collection software for govt wor. Is it their application is GST compliant?) 4. Cumulative 4 q earning after start goreng was 30m for "I". Cimb estimated Orion can come to highest 29m for 2019. (no track record for Orion.....how?) 5. Both also start from weak results. "I" only 421k. Orion 1m. (Their CMMS.....supposedly to deliver the profit guarantee of 7.5m/year? not achieved....how? Shareholders paid 73m in return for profit guarantee from CMMS business.....cannot smell to-date and now need extra funds to enter new business line to try to meet earlier unmet profit guarantee? ) 6. The same analyst, Cimb analyst covered both (Nigel Foo?) One famous anei behind the rise of "I". I believe he is also behind Orion...Guess who... (Brahmal through Creador?) "I" rose more than 1500%. How will Orion doing? (500% can?) 13/02/2019 10:50 13/02/2019 11:02 moneykj Many factors decide the share price. Definitely Orion disadvantage in share holding spread. If just calculating base on mathematics, the progress of share price, let's say Orion price at 0.20 before q, the highest it can achieve is 1100% from 0.105. 13/02/2019 11:24 moneykj If wait until q comes out only decide, the price might not at current low. You can analyze thru chart n stock behavior. 13/02/2019 12:02 ozzie75 1100%? Maybe they need to budget something like this alike that of IFCA back then.....? https://www.bloomberg.com/news/articles/2015-04-12/the-world-s-top-software-stock-is-surging-1-300-in-kuala-lumpur hmmmm...65% of shares O/S free floating out there... Disadvantage: Murky management...haha.. moneykj Many factors decide the share price. Definitely Orion disadvantage in share holding spread. If just calculating base on mathematics, the progress of share price, let's say Orion price at 0.20 before q, the highest it can achieve is 1100% from 0.105. 13/02/2019 11:24 13/02/2019 12:12 moneykj Musk or tiger we might not know. Only insiders know. But the price movement is very encouraging, not like short term play. 13/02/2019 12:42 ozzie75 392m tickets to grab,,,discount 10% of that for retailers.....353m tickets then... Let's watch if it turns out to be a fintech giant or dwarf in the making. :) moneykj Don't worry. Invisible hand will absorb all the free floating tickets. 13/02/2019 12:36 13/02/2019 12:49 apolloang already up more than 80% since your recommendation bro moneykj,no news yet up so much 13/02/2019 16:18 moneykj Apa la Orion investors, why so quiet? Today 0.5 sen not enough ar? Makin lama makin tamak..hehe 13/02/2019 17:22 45AMG Moneykj bro, actually what are they doing at 17.5 & 18? Eat big throw big.. price not move much.. 13/02/2019 17:51 moneykj 45AMG Moneykj bro, actually what are they doing at 17.5 & 18? Eat big throw big.. price not move much.. 13/02/2019 17:51 ____________________________________________ 1. Doing married deal? 2. Actual big buyer and seller? 3. Tactic by chongker? I don't know. 13/02/2019 19:48 Ganesan Kandasamy Any idea the price come down from 0.185 to 0.17 sen. Thank you so much. 14/02/2019 21:48 ozzie75 Profit taking. Ganesan Kandasamy Any idea the price come down from 0.185 to 0.17 sen. Thank you so much. 14/02/2019 21:48 15/02/2019 08:22  |
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