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  yiniugongxiong OPENSYS 0040 QUARTERLY REPORT 30 SEPT 2018 http://yiniugongxiong.blogspot.com/2018/11/opensys-0040-quarterly-report-30-sept.html 26/11/2018 19:07  wonderlust33e http://www.bursamalaysia.com/market/listed-companies/company-announcements/5985021 great result.. 4 consecutive quarters of earning growth.. target price raise to 90 sen at 25x PE ratio.. 9 month earning almost 100% growth 26/11/2018 22:12 Comeonbaby Stupid opensys ..Everyday also drop ..fkkk you pukiiimah ...bodoh store .. 21/12/2018 12:51 Comeonbaby Lanjiao opensys..Keep going down ...From 0=365 to 0.275 non stopped.90sen gone ..fkkk 03/01/2019 18:54 rioy707 relax la comeonbaby, i bought k1 at 0.33, now left 0.2, 0.13 gone, still breathing what hahahahahahahaha 03/01/2019 18:56 Comeonbaby Rioy, cannot compare this company lab..But ur chatting sesms like will be going up soon.goof luck 03/01/2019 19:05  Choivo Capital i really like this co. but i have better things to buy. If not for that, i would buy this. 05/01/2019 00:01 pangolin pls back to 36 cents .........then i can celebrate early for cny ......... 09/01/2019 22:06 chongchunkeong Anybody know if the company acquisition of property status? Corresponding to company announcement posted on 1-8-2018 23/01/2019 08:43 Amazinggrowth Low-profile market leader, Blue chip clients, Net cash position, High ROE of 18%, Low PE Ratio 9.7x, High earnings growth, Insider buying https://klse.i3investor.com/m/blog/Amazinggrowth/191559.jsp 28/01/2019 20:39 newbie4444 Why i3 ROE 0.04% only? https://klse.i3investor.com/servlets/stk/fin/0040.jsp 01/02/2019 17:31 pangolin bobbie.... i am just small potatoooo in mkt ,,, gain few k to cover genting hill lose .... 14/02/2019 11:49 Amazinggrowth The future looks exciting for Opensys. In 2017 annual report, Opensys mentioned that it had installed over 2,500 CRMs in Malaysia since 2014 and became the industry leader with 80% market share. Moving forward, there is a huge patent demand for CRMs in Malaysia. Only 20% of bank machines are CRMs today. Opensys is optimistic of winning more market share considering its excellent track record. https://klse.i3investor.com/m/blog/Amazinggrowth/193718.jsp 17/02/2019 23:03 Amazinggrowth OpenSys 16% decline from 52W high of RM0.375 has made it an attractive value proposition, given the company’s resilient outlook, improving margin due to the stronger RM against foreign currencies, cheap valuations at 9.6x trailing P/E and 1.73x P/B (64% and 24% lower than its peers), strong net cash of 6.3sen/share (ex-cash P/E of 7.6x) and decent DY of 3.2%. A decisive triangle breakout may retest the RM0.36-0.385 territories. https://klse.i3investor.com/m/blog/Amazinggrowth/194773.jsp 24/02/2019 10:24 yiniugongxiong OPENSYS 0040 QUARTERLY REPORT 31 DEC 2018 https://yiniugongxiong.blogspot.com/2019/02/opensys-0040-quarterly-report-31-dec.html 25/02/2019 18:28  (70B-SAPNRG-3Yrs) Philip opensys revenue and earnings almost identical 2017 and 2018, are you sure it is even growing? or already hit terminal growth stage... 25/02/2019 19:30 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 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 13:29 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 22:16 bursadiary Opensys can apply transfer to main board because it had achieved 20 million profit in last 3 FY and 10 million PAT in latest FY, in view of the great sales of OKI CRM this year. Opensys will attract institution/fund investment after transfer to main board. 18/03/2019 22:17  |
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