Chrissy's Blog
GHL SYSTEMS BHD - STRONGER AND BRIGHTER IN 2015
Goh Christine
Publish date: Sun, 30 Nov 2014, 11:46 AM
Goh Christine
0 13
All materials published here are prepared by Christine Goh
Since my final blog post about Ghlsys, I have to say that they have achieved and delivered a very successful transformation. Although Ghlsys is not a favourite /darling stock of KLSE and to shorter term trader, but personally to me they have performed two successful corporate exercise in 2014 and all long term shareholders are well rewarded. Will they deliver again in 2015?
1. The vision to transform Ghlsys is always on the mind of Simon Loh when he first takeover Ghlsys Bhd. He realized that recurring income is the upmost importance to grow faster in this lucrative sector. As he mentioned in October 2014, one or two significant major deal will be announced to the public by the end of this year.
2. He hints that Malaysian banks are slow/ late/ beginning to seriously starting to implement the migration of e-payment . Fortunately Ghlsys has already committed / commenced to acquire smaller merchants on their own cost/ capacity actively since last year.Moreover with additional huge opportunities in Indonesia and Indo-China is another lucrative hotspots to be explored.
3. Creador has helped in certain area in the board of Ghlsys. With their close connection with AK via immediate access to Maxis, resale of mobile airtime products, prepaid airtime dominant, their pro- advisory team and etc. Remember, they are PE venture capital, their line of work is to help/ advice / create value and regional business opportunities.
4. Philippines is their next major growth/expansion in this region because of the efficiency/support from their government compared to....no need to bring up here. The Indonesian Government is very serious and Indo-China is another hotspot to discover.Moreover, with the accession to the lucrative business opportunities in Indonesia and Indo-China, therefore I believe there are more surprises to come in 2015.
5. The management seems to be managing some costing issues with the newly merged E-Pay. The high cost of this merger and integration consulting services definitely affected their profit margins for FY 2014. Positive results should be reflected in early FY2015.
6. Acquisition is on the board. This sector is hot trending now. There are very few are willing to part with their company at fair value. I believe many would be unhappy if they're rushing to acquire their targeted company at unreasonable premium.
7. As me mentioned many times, the Philippines are on their radar and the ball will start rolling any moment now. I expect a very significant deal will be secured, as soon as early 2015. With full backing from Creador.
8. I won't be surprised if they are in a position to be a takeover target instead. With the latest numbers from records, several smaller/same sector companies has been snapped up since last year. Two from Indonesia and one from Singapore at huge premium and one at undisclosed amount.
9. Two corporate exercise have concluded in 2014 as mentioned/ planned by Simon Loh in 2013. Will it happens again in 2015? I trust they will.
10. Lastly, the management never failed to implement what they have planned / announced to the public. I'm looking forward to a more lustrous and stronger performance from Ghlsys from now on.
I will not appear to reply any views to this clause. This is purely my own personal viewpoints and not a investment advice or trading strategy in this stock.
THANK YOU
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pisanggoreng
1. this counter is trading at the PE of 51.7 times , DY of 0%, net profit margin of 4.7% and negative annual net income growth. Is it still safe to buy?
2. who is Credor? Credor is the one who bought IFCAMSC and later sold at a good price and caused the price tumbled more than 30%. he is also the one that bought into megb and lead to the price of smrt to tumbled from uptrend
when he is going to sell GHL ? you think he will keep the share for a long long time or are we such naive that he will tell us if he want to exit.
3. why hoping for a take over, if nothing happen, then we are trapped. My goreng pisang shop also many times alibaba wants to take over.
4 who are your competitors? do you know e-commerce is a very competitive business, e-pay was not doing very well in Australia, you think he can be the next alibaba here ?
2014-11-30 15:18