tankoksiongThe race between Amazon AWS, Microsoft Azure and Google Cloud to become to market leader in cloud computing had led investors to think – why are these giants are deploying so much capital into the cloud sector?
Apart from the “gentle push” of the pandemic for the world to adopt cloud computing quicker, it was also predicted that cloud system infrastructure services (IaaS) would grow by approximately 27 percent in 2021 as compared to 2020. Cloud computing has become more and more important and inevitable to become the new norm for businesses and average-joe user like you and me.
However, we should be focusing on investing in the company that are involved in cloud and is one that could generate the most return to us. Are there even any companies in Malaysia that are in the massive cloud business?
03/03/2021 4:54 PM
tankoksiongThere is one major player in Malaysia. And fortunately for investors, this company is listed; and based on its ultra-low single digit PER, this company is still un-discovered by most investors!
And this one company would be ARB Berhad (ARBB). ARBB stands out as the enabler for Small & Medium Enterprises (SME) to get involved in the benefit of cloud services via their Enterprise Resources Planning (ERP) sector. ARBB had taken the initiative to absorb the upfront investment of SMEs to use cloud IaaS, by doing so, ARBB would profit from the growth of the SME and rather than a one-off profit, ARBB could create a sustainable source of earnings growth.
ARBB had achieved a record profit since its successful turnaround from a timber company where it was backed by a bottom line of MYR 19.7 Million. Alongside with a strong net cash position of MYR 24.5 Million, the group was also seeking any potential M&As in the cloud segment.
For more information, click on this link to read more: https://focusmalaysia.my/featured/arb-sees-cloud-computing-as-its-magic-carpet-to-scale-greater-heights/
The article was also showing some interesting statistics. For example, the group is currently having the lowest PER in Technology Board in Bursa Exchange. When we compare to MI, INARI, VITROX and so forth who has the PER of 65 times, 64 times and 89 times respectively, ARBB’s current PER of 4.3 times is ridiculously cheap!
03/03/2021 4:55 PM
tankoksiongSo why is ARBB not being discovered by majority of the investor? I believe this was caused by the complexity of the company’s business. Only a very small portion of investors understand cloud computing and ERP. Hence, the opportunity shines upon us to invest in this deeply undervalued company!
Luckily for us, the company’s share price had retraced from recent high due to global flattened investment sentiment mainly disrupted by the spiking of US 10 Years Bond Yield. And I believe now is the best chance for us to invest in this company!
If Serba dinamik really try to imitate tesla starlink which provided internet through satellite it will be huge boost to Internet of Thing market in Malaysia and Asean (Definitely ARBB through IoT) as the current IoT mostly implemented in a city cause it has stable internet network. Through satellite broadband, rural area also can have stable internet, this will accelerate implementation of IoT in agriculture (fishery, plantation) and consumer product in rural area (power supply, smart village)
https://www.theedgemarkets.com/article/serba-dinamik-mysa-collaborate-new-space-economy https://swissto12.com/ #swissto currently using 3d printing to produce RF antennas
https://www.telecompetitor.com/report-starlink-looks-very-promising-for-rural-broadband/ https://www.financialexpress.com/industry/technology/elon-musks-starlink-satellite-based-broadband-service-is-coming-to-india-how-to-pre-order-price-availability-and-other-details/2204606/ #satellite Internet access - Starlink will provide fast, reliable internet to populations with little or no connectivity, including those in rural communities.
goodiewillyheavy sales down for the past 4 days.. today no support
04/03/2021 4:45 PM
acahsmartinvestorSo sad good FA counter even in technology sector x dapat interest from buyer. Instead, loss making company yg thrive.
What to do...this is how stock market works
04/03/2021 5:12 PM
IfahjaisIs it expectations too high? Expecting ARBB to keep on going up within a short period of time? Sometimes it will go up but over a very long period of time. Nobody says that it must go up in a straight line and go up everyday.
04/03/2021 6:00 PM
bosskufanboyFirst time trading at stock market? You think everyday sure up like rocket meh
04/03/2021 6:02 PM
IfahjaisThe big players, they can estimate how many "contra" volume there are and they will not buy at high prices from these contra players.
They will only put buy orders at a lower price. These contra players must sell. They don't have money to pay to hold on to the stock.
So why buy from them at higher price and let them make so much? Just put orders at a lower price and let them sell to you. They have to sell.
04/03/2021 6:21 PM
goodiewillyprobably too much PA here, syndicates may find it no easy to push up high.
goodiewillyeveryday i see heavy sales down...today again...down back to 0.30 ? push up on super record last week..just a play counter like those loss making counters,,,hopeless tech co
goodiewillyonly big syndicates can move high...deep pocket to push....fatty lew not capable in pushing..he may be good in doing business... now short of one share push specialists to help him
cactus8102 Mar 16,631,100 new shares were listed 04 Mar 15,531,100 new shares were listed
05/03/2021 11:41 AM
cactus81Sure need some time to consolidate the price since so many new were listed in this week
05/03/2021 11:42 AM
goodiewillySyndicates need super computers to do calculations. Every week heavy new shares listed and PA holders and their status need to be controlled...how to push if variations non stops
05/03/2021 12:32 PM
goodiewillyWait till neck super long already...if stay at 0.50 then no too bad.. After all PE only 4.3, still long long long long ways to go to catch up Frontkn..which is 50.. Syndicates shall gave a nice and long plays for a long long times.
US fund held about 7% for so long, yet no action.. Cloud computing partners agreement signed so long, also no big actions
05/03/2021 12:41 PM
bosskufanboysell more so you can collect cheaper??
goodiewilly02 Mar 16,631,100 new shares were listed 04 Mar 13,667,000 new shares were listed 05 Mar 3,667,000 new shares were listed
ARBB is flooded with Cash if millions converted daily (PA 20 cents to convert)
05/03/2021 8:26 PM
goodiewillydespite of long and huge amount of trade receivables, the company every month receives cash from PA conversion into shares, millions of shares and millions of cash received. it stays at high cash in hand if not simply invest into rubbish projects but wise investment.
05/03/2021 8:35 PM
IfahjaisOne glaring 2020 balance sheet item is low cash in hand. All these conversations of PA into shares will boosts ARBB cash position and make the company even stronger. In the meantime it will go up and down.
06/03/2021 8:56 AM
warchestTechnically is still bullish. Looking forward for it to go 41.5 and than 50. It absorbs the impact of the $1.6 trillion's Nasdaq onslaught quite well. Should see a strong rebound next week
07/03/2021 12:10 AM
warchestLowest valuation of tech company in Bursa with upward trajectory in earnings and growing prospects, especially its latest venture into cloud computing
