Highlights
KLSE: OPENSYS (0040)       OPENSYS M BHD ACE : Technology
Last Price Today's Change   Day's Range   Trading Volume
0.32   -0.01 (3.03%)  0.32 - 0.32  44,000
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Ann. Date Name Details of Changes Securities After Change View
Date Type No. of Shares Price Direct (%) Indirect (%) Total (%)
21-Dec-2018 MR JAMES HENRY STEWART 20-Dec-2018 Acquired 70,000 0.285 0.12 0.00 0.12 View Detail
18-Dec-2018 MR JAMES HENRY STEWART 17-Dec-2018 Acquired 51,500 0.290 0.10 0.00 0.10 View Detail
28-Aug-2018 MR JAMES HENRY STEWART 27-Aug-2018 Acquired 95,000 0.311 0.08 0.00 0.08 View Detail
17-May-2018 MR JAMES HENRY STEWART 16-May-2018 Acquired 30,000 0.295 0.05 0.00 0.05 View Detail
30-Mar-2018 MR JAMES HENRY STEWART 29-Mar-2018 Acquired 30,000 0.280 0.04 0.00 0.04 View Detail
28-Mar-2018 MR JAMES HENRY STEWART 26-Mar-2018 Acquired 25,900 0.290 0.03 0.00 0.03 View Detail
26-Mar-2018 MR JAMES HENRY STEWART 23-Mar-2018 Acquired 9,800 0.290 0.02 0.00 0.02 View Detail
22-Mar-2018 MR JAMES HENRY STEWART 21-Mar-2018 Acquired 30,000 0.305 0.02 0.00 0.02 View Detail
21-Mar-2018 MR JAMES HENRY STEWART 16-Mar-2018 Acquired 24,900 0.315 0.01 0.00 0.01 View Detail
17-Jan-2017 MR TAN KEE CHUNG 12-Jan-2017 Disposed 320,000 0.370 21.27 0.00 21.27 View Detail
17-Jan-2017 MR TAN KEE CHUNG 12-Jan-2017 Disposed 319,000 0.375 21.27 0.00 21.27 View Detail
17-Jan-2017 MR TAN KEE CHUNG 12-Jan-2017 Disposed 219,122 0.380 21.27 0.00 21.27 View Detail
17-Jan-2017 MR TAN KEE CHUNG 12-Jan-2017 Disposed 214,333 0.380 21.27 0.00 21.27 View Detail
17-Jan-2017 MR TAN KEE CHUNG 12-Jan-2017 Acquired 219,122 0.380 21.27 0.00 21.27 View Detail
17-Jan-2017 MR TAN KEE CHUNG 12-Jan-2017 Acquired 214,333 0.380 21.27 0.00 21.27 View Detail
17-Jan-2017 MR CHEE HONG SOON 12-Jan-2017 Disposed 319,000 0.375 2.76 0.00 2.76 View Detail
17-Jan-2017 MR CHEE HONG SOON 12-Jan-2017 Disposed 214,333 0.380 2.76 0.00 2.76 View Detail
28-Oct-2015 MR TUNE HEE HIAN 26-Oct-2015 Others 994,227 0.000 1.34 0.45 1.79 View Detail
28-Oct-2015 MR TUNE HEE HIAN 26-Oct-2015 Others 333,333 0.000 1.34 0.45 1.79 View Detail
28-Oct-2015 MR TAN KEE CHUNG 26-Oct-2015 Others 15,730,410 0.000 21.12 0.36 21.48 View Detail
28-Oct-2015 MR TAN KEE CHUNG 26-Oct-2015 Others 134,780 0.000 21.12 0.36 21.48 View Detail
28-Oct-2015 MR TAN KEE CHUNG 26-Oct-2015 Others 133,333 0.000 21.12 0.36 21.48 View Detail
28-Oct-2015 MR CHEE HONG SOON 26-Oct-2015 Others 2,053,740 0.000 2.76 0.18 2.94 View Detail
28-Oct-2015 MR CHEE HONG SOON 26-Oct-2015 Others 133,333 0.000 2.76 0.18 2.94 View Detail
21-Jul-2015 MR TUNE HEE HIAN 20-Jul-2015 Disposed 10,000 0.415 1.34 0.45 1.79 View Detail
01-Jul-2015 TUNE HEE HIAN 29-Jun-2015 Acquired 10,000 0.355 1.34 0.45 1.79 View Detail
29-May-2015 TAN KEE CHUNG 28-May-2015 Disposed 4,000,000 0.408 21.12 0.36 21.48 View Detail
15-Oct-2014 TUNE HEE HIAN 13-Oct-2014 Acquired 631,600 0.330 1.34 0.45 1.79 View Detail
15-Oct-2014 TUNE HEE HIAN 10-Oct-2014 Acquired 368,400 0.340 1.34 0.45 1.79 View Detail
20-Jun-2014 TUNE HEE HIAN 18-Jun-2014 Disposed 1,000,000 0.410 1.34 0.00 1.34 View Detail
17-Jun-2013 TAN KEE CHUNG 13-Jun-2013 Acquired 650,000 0.120 21.12 2.15 23.27 View Detail
05-Jun-2013 JAMES HENRY STEWART 05-Jun-2013 Disposed 3,454,500 0.130 0.00 0.00 0.00 View Detail
03-Jun-2013 JAMES HENRY STEWART 30-May-2013 Disposed 500 0.130 1.55 0.00 1.55 View Detail
03-Jun-2013 JAMES HENRY STEWART 29-May-2013 Disposed 1,040,000 0.130 1.55 0.00 1.55 View Detail
03-Jun-2013 JAMES HENRY STEWART 23-May-2013 Disposed 500,000 0.130 1.55 0.00 1.55 View Detail
31-May-2013 JAMES HENRY STEWART 28-May-2013 Disposed 1,000,000 0.130 2.24 0.00 2.24 View Detail
31-May-2013 JAMES HENRY STEWART 28-May-2013 Disposed 5,000 0.135 2.24 0.00 2.24 View Detail
21-Sep-2012 JAMES HENRY STEWART 19-Sep-2012 Disposed 647,200 0.135 2.69 0.00 2.69 View Detail
21-Sep-2012 JAMES HENRY STEWART 18-Sep-2012 Disposed 200,000 0.135 2.69 0.00 2.69 View Detail
18-Sep-2012 JAMES HENRY STEWART 14-Sep-2012 Disposed 152,800 0.135 3.06 0.00 3.06 View Detail
18-Sep-2012 JAMES HENRY STEWART 13-Sep-2012 Disposed 2,000,000 0.130 3.06 0.00 3.06 View Detail
13-Sep-2012 JAMES HENRY STEWART 07-Sep-2012 Disposed 500,000 0.130 4.03 0.00 4.03 View Detail
13-Sep-2012 JAMES HENRY STEWART 06-Sep-2012 Disposed 900,000 0.130 4.03 0.00 4.03 View Detail
13-Sep-2012 JAMES HENRY STEWART 05-Sep-2012 Disposed 100,000 0.135 4.03 0.00 4.03 View Detail
02-Jul-2012 JAMES HENRY STEWART 29-Jun-2012 Acquired 10,500,000 0.000 4.70 0.00 4.70 View Detail
02-Jul-2012 TAN KEE CHUNG 28-Jun-2012 Acquired 11,000,000 0.000 20.83 2.15 22.98 View Detail
08-Sep-2010 TAN KEE CHUNG 03-Sep-2010 Disposed 8,808,661 0.090 15.91 2.15 18.06 View Detail
19-Mar-2007 AZLAN BIN ABDULLAH 15-Mar-2007 Disposed 24,218,093 0.000 0.00 0.00 0.00 View Detail
11-Mar-2004 TAN KEE CHUNG 08-Mar-2004 Disposed 5,323,200 0.000 16.02 5.96 21.98 View Detail
11-Mar-2004 TUNE HEE HIAN 08-Mar-2004 Disposed 596,500 0.000 1.80 0.00 1.80 View Detail
11-Mar-2004 CHEE HONG SOON 08-Mar-2004 Disposed 922,800 0.000 2.78 0.00 2.78 View Detail
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  6 people like this.
 
Amazinggrowth Is this a no-brainer investment? Free cash flow yield 15%
https://klse.i3investor.com/m/blog/Amazinggrowth/197164.jsp
10/03/2019 12:53 PM
stockraider LETS ANALYSE OPENSYS ;

OpenSys has four business revenue models, namely
(i) outright sales, NEUTRAL GROWTH PROSPECT
(ii) software services, GOOD PROSPECT STILL GROWING
(iii) outsourcing services CHEQUE PROCESSING FALLING VOLUME
(iv) maintenance services. GOOD PROSPECT DUE TO HUGE CRM MACHINE

THE CHALLENGES POSE;

1. CHEQUE PROCESSING OUTSOURCING BUSINESS FALLING INCOME DUE TO LESS VOLUME OF CHEQUE USE LOH....!!

2. OUTRIGHT SALES OF CRM MACHINE LOWER GROWTH RATE AS THE VOLUME GROWTH TAPER DOWN DUE TO MATURITY OF THE MARKET AND COMPETITOR LIKE NCR AND HITACHI START COMING OUT WITH THEIR OWN CRM MACHINE. THIS MEAN MKT INTENSIFY LOH....!!
BUT OKI UP THEIR ACT....THEIR MACHINE CAN EVEN PROCESS RM 1 NOTES LOH......!!

3. SOFTWARE AND MAINTENANCE SERVICES SHOULD BE THEIR CORE BASE BUSINESS BUT THERE MAKE UP FOR DECLINING SALES OF CHEQUE PROCESSING AND LOWER RATE OF CRM SALES ??
RAIDER SEE THE ANS IS YES.....BUT MKT SAY UNCERTAIN....THATS WHY PE LESS THAN 10X LOH....!

But overall...Raider see it is a worthwhile investment in opensys the core software and maintenance should give a large core base income loh......!!
10/03/2019 1:29 PM
equitydiary A transfer to the main market would be great
13/03/2019 11:26 PM
Amazinggrowth Philip,

I don’t mind buying a company with high ROE of 18% and FCF yield of 15%, even if it is an “average” company, by your definition.

Better still, I’m paying less than 7x free cash flow for THE market leader with blue chip clients, with net cash position, with 3.79% dividend yield, with undemanding valuations, and exciting growth prospects.

Why exciting growth prospects? In the last five years, the total number of CRMs in the market has grown exponentially with a Compound Annual Growth Rate of close to 40 percent. Is this expected to continue? Yes. Because banks will continue to cut costs. Banks are benefitting from the cost- effectiveness of CRMs in areas of cost of ownership, lower cash holding and reduction in cash handling cost. These significant savings have been a major driving factor for banks to undertake major fleet replacement and consolidation, resulting in the exponential growth of CRMs.

What is the total market size? The total number of ATMs and CDMs in Malaysia is 17500 units with annual growth of about 5%. Opensys’ installed base of CRM (only) is 2600 units with close to 80% market share. Therefore, total CRMs in Malaysia is 3250 as compared to 17500 ATMs and CDMs to be replaced sooner or later.

Assume only 60% machines are CRMs in the future, the growth potential is more than 3 times (10500 units as compared to 3250 today).

https://klse.i3investor.com/m/blog/Amazinggrowth/197218.jsp
16/03/2019 10:16 PM
bursadiary The biggest catalyst?

my shareinvest BNM had on 24/3/17, announced new policy/ measures to enhance the security of ATMs & other related cash service machines against robbery attempts.

Among the few measures is imposition of ink-staining technology at ATMs, Cash Deposit Machine (CDM) & Cash Recycler Machine (CRM) which will cause the banknotes stored within to be stained in the event the ATMs are attacked, thus rendering any ink-stained banknote unfit for use.

The policy will come into effect on 1 April 2017 & must be implemented within following timeline:

• By 31/12/17 – 5% of total ATMs
• By 31/12/18 – 15% of total ATMs
• By 31/12/19 – 25% of total ATMs

As of 2016, estimated about 16K ATMs available all across Malaysia.

Opensystem Bhd (0040) being the market leader in providing ATM, CDM & CRM solutions & services is set to be the key beneficiaries.

Worth relooking at this.
29/03/2017 10:54 AM
24/03/2019 3:10 PM
skyea https://themalaysianreserve.com/2017/03/31/bnm-ink-stain-tech-my-ringgit-app-to-deter-currency-theft/
25/03/2019 11:31 PM
skyea https://www.myopensys.com/ink-staining-technology
25/03/2019 11:42 PM
wakenabeb This counter is so confusing. FA good but why dropping like sittt
01/04/2019 7:16 PM
Think Strong accumulation, but price not moving up. Someone gathers stocks at low. Price will spike once no more ppl selling.
03/04/2019 12:30 PM
trapped P/B 1.76 why got people cheat as 0.16?
07/04/2019 10:32 PM
bursadiary P/BV 1.76 times only? So low?

Most tech companies P/BV is 5-6 times!

Vitrox is 8 times.

P/BV is not relevant for tech companies because their ROEs are high.

You should focus on key ratios like ROE, PEG, PER.
07/04/2019 11:39 PM
YAPSS Day 36 of Fundamental Daily, YAPSS will be covering Opensys (M) Berhad's fundamental via a short animated video. I hope it helps and please enjoy the video, see ya! #YAPSS #FundamentalDaily #OpensysBerhad

Click the on the link to find out more: https://www.youtube.com/watch?v=Uu-lDarLOI0
08/04/2019 11:28 PM
Twltwl https://www.sinchew.com.my/content/content_2040275.html
21/04/2019 4:11 PM
Twltwl eWallet era is coming soon. DuitNow will implement soon this year.
21/04/2019 4:12 PM
skyea management themselves have alot of shares (most of them in top 30 list), they wont let opensys die one la. investors here trading the share as though it will die in the next few years. as if management is not aware of whats going on in the cash economy. retailers should ask themselves which is more logical? 1) that we retail investors know everything and management knows nothing 2) or management already preparing for the next phase but havent announce it yet..
23/04/2019 2:05 AM
Crazy crazy sleeping again
23/04/2019 11:18 AM
Amazinggrowth Opensys achieved the FIRST major breakthrough in branch transformation strategy after successfully implementing a “Branch of the Future” solution in one of the major banks in Malaysia at the end of last year.

The market potential for its BOTF solution is 2,000 bank branches in Malaysia. Assuming a new digital branch would cost RM500,000 each (to be conservative) the total market potential for Opensys is RM1 billion!

https://klse.i3investor.com/m/blog/Amazinggrowth/205094.jsp
05/05/2019 1:31 PM
bursadiary This is a great catalyst!! Game changer!!

I suggest we open up our mind.

imagine the exponential growth of CRM machine!! Now another new product!!

Target Price of 80 sen? RM1.20? RM1.50?

I don't know but I am very optimistic!!
05/05/2019 5:40 PM
Twltwl UUM is link with kiplePay to launch cashless payment. Cashless payment widely use in society now.
05/05/2019 9:25 PM
Twltwl Cashless payment widely use now. http://www.klsescreener.com/v2/news/view/524390
05/05/2019 9:27 PM
bursadiary Yes , cashless payment is here. How often do you use ewallet? Can I stop using cash? No. I still need cash everyday. Give me a call after you don't use cash anymore.
05/05/2019 11:50 PM
Twltwl Go cashless nowadays. ewallet like boost can get rebate.
09/05/2019 8:17 AM
Twltwl More and more merchants participate till today.
09/05/2019 8:17 AM
(HK1997 again) Philip Grab, Uber, tabao, Lazada, Alibaba were barely in Malaysia 5 years ago. Now everyone from my wife to my daughter uses it.

Whenever I travel these days I just use grab or Uber surcharge. When I am in a long meeting with my team, we just order Uber eats, panda.

Online transfers and Alibaba are my main mode of transferring money these days. Even cheques are slowly being phased out. Verification is becoming more and more safer with good security apps.

You only think about cash because you live in Malaysia. In China online wechat payments are dominating the market. In Japan almost everything can be paid via your smartphone. In many countries like in UK there I go often we don't even bring selling cash anymore, everything can be paid via debit card and credit card, from food, to bus rides to clothes to buying groceries at Tesco.

If you think the future is not going cashless then you need to think hard. Which would you rather carry if it was convenient, a card or a pile of easily stolen cash.

FYI even coin payments at the food court these days I just shake the boost to pay for it.

So yes, I use ewallet very very often. How often do you use cash to pay for your grab/uber rides?

>>>

Posted by bursadiary > May 5, 2019 11:50 PM | Report Abuse

Yes , cashless payment is here. How often do you use ewallet? Can I stop using cash? No. I still need cash everyday. Give me a call after you don't use cash anymore.
09/05/2019 8:36 AM
(HK1997 again) Philip Just in case you still live under a rock somewhere and don't realize that given 2 exact choices, everyone will always pick up the more convenient one.

Fact remains, cashless in more convenient ( and getting safer by the day) than cash. Sooner or later, Malaysia will embrace a cashless society like other parts of the world.

For banks, crm and cash machines may soon become a hindrance than a savings. If you can pay your bills online, why walk to the bank at all?

>>>>>
https://themalaysianreserve.com/2018/12/21/e-wallet-users-see-rapid-growth-in-msia/
09/05/2019 8:41 AM
Shinnzaii Even cinema also become more cashless already...online payment and scan bar code to enter...but seriously malaysia F&B retail still slow to evolve to cashless payment...hehe
09/05/2019 8:44 AM
skyea i think this cashless argument is not new, it has been going on for a few years already, Yet in the recent quarter, banks installed a record number of CRM machines, the most ever in a single quarter..the banks seem to act the opposite of what these naysayers are preaching..
09/05/2019 1:37 PM
bursadiary OPINION VS FACT

2015: we are going cashless (OPINION)
2015: 200-300 CRMs

2016: we are going cashless
2016: 1000+ CRMs

2017: we are going cashless
2017: 2000+ CRMs

2018: we are going cashless
2018: 4,000+ CRMs (FACT)

Everyone can have their opinions. But facts are what really matters. Period.
09/05/2019 9:17 PM
bobbie A foreign shareholder in the name of DBS Bank Ltd has emerged as the second largest shareholder with 10.1 million shares. Another interesting shareholder with 1.4 million shares is Alma Rubber Estates Sdn Bhd. This very well established company was founded more than 50 years ago in 1963. Why are they buying into OpenSys?
10/05/2019 9:51 AM
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
Thim Woo 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


 

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