James的股票投资James Share Investing

[转贴] [SCICOM MSC BHD:与国际知名的AI公司建立战略合作伙伴关系,以使用先进的机器人流程自动化技术(“ RPA”)开发一套新的服务,为现有和潜在客户显着降低成本] - James的股票投资James Share Investing

James Ng
Publish date: Tue, 19 Nov 2019, 09:51 AM

[SCICOM MSC BHD:与国际知名的AI公司建立战略合作伙伴关系,以使用先进的机器人流程自动化技术(“ RPA”)开发一套新的服务,为现有和潜在客户显着降低成本]

4Q19 vs 4Q18:
业务流程外包:
这季中,来自现有BPO项目和新项目的收入分别比去年同期增加234万令吉和231万令吉。

教育:
这季度,集团教育业务的收入包括企业培训和英语测试/评估。

与上年同期相比,本财务季度的税前利润较上年同期较高,主要是由于这季有外汇收益,而上一财务季度同期有外汇亏损所致。

YTD19 vs YTD18:
业务流程外包:
收入的减少因新项目的收入达487万令吉而得到缓解。

教育:
教育业务在这财政年度的收入增长主要归因于其新业务(英语测试/评估)的全年收入贡献。

这财政年度,除税前溢利较去年同期减少,主要是由于业务流程外包业务的收入,其相关的利润和伴随成本构成变化导致营业利润下降。

4Q19 vs 3Q19:
业务流程外包:
与前一个财政季度相比,本财政季度的收入增加了170万令吉,这归因于现有BPO项目的净增长,新项目的收入分别为43.6万和127万令吉。

教育:
这季度,集团教育业务的收入减少是由于英语考试评估的入学率降低。

与上一季度相比,这季度的税前利润较高,这与收入的增加是同步的。

前景:
希世康将继续积极地扩大其在本地的潜在客户,并已在其全球产品套件的业务开发方面取得了进展。截至2019年6月30日止财政年度,希世康的业务流程外包业务客户群较上一财政年度增加22%。这些客户对集团收入和利润的贡献预计将在2020财政年度增加。

外包部门的运行状况良好,预计将在2020财年获得其中一些主要合同。该集团正受到来自中国大陆公司的兴趣的增加。随着中国公司发挥影响力并获得全球市场份额,既需要为中国大陆市场提供讲普通话的劳动力,又要为日益增长的全球消费者群提供多语种的劳动力。马来西亚拥有大量讲中文的人,再加上先天的多语言支持优势,因此可以充分利用中国作为BPO服务全球消费者的优势。

着眼于外包行业的未来,集团还采取了步骤,与国际知名的AI公司建立战略合作伙伴关系,以使用先进的机器人流程自动化技术(“ RPA”)开发一套新的服务,为现有和潜在客户显着降低成本。 Scicom已投资Scicom Digital,它将从数字营销和RPA角度为实施提供咨询主导方法。集团预计这些新服务将在2020财年第二季度推出。

政府技术部门目前正在参加本地和国际政府的几次招标。凭借希世康的经验,良好的业绩记录,雄厚的财务实力以及他们为潜在客户提供创新解决方案的能力,希世康有信心入围下一阶段的招标程序。

教育部门的重点是发展集团员工的技能,以增强其能力并更好地为其客户服务。随着数字营销在推广其服务中的应用,希世康预计英语测试/评估的收入将增加。总体而言,集团预计在2020财年的收入和税前盈利能力方面将实现增长。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.87 (dividend RM0.025) in 1 year 3 months 6 days, total return is 165%

b) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.38 in 9 months 27 days, total return is 140%

c) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.06 in 2 months 22 days, total return is 133%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.47 (dividend RM0.04) in 1 year 4 months 17 days, total return is 89.9%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.24 in 11 months 2 days, total return is 55%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.46 (dividend RM0.01) in 5 months 16 days, total return is 47.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.38 (dividend RM0.018) in 10 months 24 days, total return is 44.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.20 (dividends RM0.083) in 1 Year 1 month 11 days, total return is 43.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.73 (dividend RM0.07) in 14 months 26 days, total return is 41.7%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.22) in 1 Year 1 month 4 days, total return is 29.1%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.33 in 5 months 16 days, total return is 27.9%

l) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.24 in 1 months 23 days, total return is 20%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.26 (dividends RM0.111) in 1 Year 3 months 18 days, total return is 10.4%

n) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.62 (dividend RM0.05) in 7 months 25 days, total return is 7.7%

o) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.50 (dividend RM0.0225) in 1 year 1 month 26 days, total return is 5.6%

p) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.22 in 3 months 18 days, total return is 4.8%

q) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM0.935 in 4 months 18 days, total return is 3.9%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2020年2月22日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

2020年2月23日星期日:Silka Johor Bahru Hotel, Johor Bahru

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
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[SCICOM MSC BHD: forming strategic partnerships with internationally well-known AI companies to develop a new suite of services using advanced robotic process automation technology (“RPA”) that will be able to reduce cost significantly for existing and potential clients]

4Q19 vs 4Q18:
BPO:
For the financial quarter under review, revenue from existing BPO projects and newly secured projects increased by RM2.34 million and RM2.31 million, respectively as compared to the preceding year corresponding quarter.

Education:
The revenue from Group’s Education during the financial quarter under review comprises of corporate trainings and English Language Testing/ Assessments.

The higher profit before tax for the financial quarter under review as compared to the preceding year corresponding quarter is due mainly to a gain on foreign exchange position for the financial quarter under review as compared to a loss in the preceding year corresponding quarter.

YTD19 vs YTD18:
BPO:
The decrease in revenue is mitigated by revenue from newly secured projects amounted to RM4.87 million.

Education:
The increase in the Education business’s revenue for the financial year under review is primarily attributable to the full year revenue contribution of its new business stream, the English Language Testing/Assessments.

The lower profit before tax for the financial year under review as compared to the preceding year corresponding period is due mainly to change in composition of revenue for BPO business and its associated profit margin and accompanying cost has resulted in a decrease in operating profit.

4Q19 vs 3Q19:
BPO:
The increase in revenue for the financial quarter under review by RM1.70 million as compared to the preceding financial quarter is attributable to a net increase in existing BPO projects and revenue from newly secured projects amounted to RM436K and RM1.27million, respectively.

Education:
The lower revenue from Group’s Education during the financial quarter under review is due to lower intake for the English Language Test Assessment.

The higher profit before taxation for the current financial quarter under review as compared to the preceding quarter is in tandem with the increase in revenue.

Prospects:
The Group continues to aggressively enhance its pipeline of prospects locally and has made inroads in its business development efforts for its suite of products globally. For the financial year ended 30 June 2019, the Group has increased its BPO business client base by 22% as compared to the preceding financial year. Contribution to the Group’s revenue and profitability from these clients is expected to increase in the financial year 2020.

The Outsourcing division has a healthy pipeline and is expected to secure some of these major contracts in the pipeline during the financial year 2020. The Group is experiencing an increase in interest from companies from Mainland China. As Chinese companies exert their influence and gain global market share, there is a need to provide both a mandarin speaking workforce for the mainland Chinese market and a multi lingual workforce for an increasingly global consumer base. Malaysia due to its large pool of Mandarin speakers coupled with an innate advantage for multilingual support is well placed to take advantage of China’s emergence as a global consumer of BPO services.

With an eye to the future of the outsourcing industry, the Group has also taken steps in forming strategic partnerships with internationally well-known AI companies to develop a new suite of services using advanced robotic process automation technology (“RPA”) that will be able to reduce cost significantly for existing and potential clients. Scicom has invested in Scicom Digital which will provide a consulting led approach to an implementation from a digital marketing and RPA perspective. The Group expects these new services to roll out by the second quarter of the financial year 2020.

The Gov-tech division is currently participating in several tenders from both local and international governments. With the Group’s experience, good track record, strong financial standing and their ability to offer innovative solutions to their potential clients, the Group is confident to be shortlisted for the next phase of the tender process.

The Education division’s focus is on developing the skills of the Group’s workforce to enhance their capability and better serve its clients. The Group is expecting revenue from English Language Testing/Assessments to increase with the usage of digital marketing in promoting its services. Overall the Group expects to achieve growth in terms of revenue and pre-tax profitability for the financial year 2020.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

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