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[转贴] 生意及价值研究 - OpenSys (M) Berhad 傲奔系统 - RH Research
RH Research
生意及价值研究 - OpenSys (M) Berhad 傲奔系统
OPENSYS 是高效服务机 【Efficient Service Machine】的供应商，主要产品CRM机【Cash Recycling Machine】 和 支票存款机【Cheque Deposit Machine】。 业务只在本地市场。
CRM机的优势
> 融合了传统ATM机和CDM机的功能
> 可以接受现金存款，然后再“回收”重新分配到现金提款
> 能降低银行30%的成本，也可省去很多工作，例如现金保养，现金处理，空间租用，硬件和软件
> 银行客户可省去在ATM机提款，然后在CDM机存款的时间
潜在市场
> 目前，本地的ATM机和CDM机的数量大约在16,000左右，年增长率5%
> CRM机渗透率只有区区的6%左右
> 单单只替换这批旧的ATM机和CDM机，这潜在市场是非常的大
> ATM机和CDM机通常寿命只有9-10年
> 在2014年，有2间大型银行向OPENSYS订购了几百台CRM机。而在2015年，本地3间金融机构向OPENSYS增加订单
从研发到推出CRM机，OPENSYS只用了短短3年时间把这机推进市场。目前，OPENSYS是本地CRM行业里的领头羊。它目前的客户包括了Maybank,，Public Bank， Heong Leong Bank， 等等。
OPENSYS在最新的FY16Q1业绩里，创了3年新低。这是因为CRM机的销售量降低。
可是，必须注意的事，管理层在报告里提到，OPENSYS在FY16Q1得到的CRM订单已经超出了去年一整年的订单。这会在剩余的FY16里，贡献强劲的revenue。但profit margin则取决于外汇的流动率。
此外，另一个利好是，OPENSYS已在FY15达到转移主要板的条件。
OPENSYS的过往业绩和财务都在健康的水平。
纯属分享！
详细的研究报告如下:
https://www.dropbox.com/…/Opensys%20%E5%8D%8E%E8%AF%AD%2016…
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Discussions
2 people like this. Showing 7 of 7 comments
How on earth GPM of 40% and NPM of 10% are considered "very low"?? They offer "free maintenance" in the first few years becoz maintenance expenses are already included in the selling prices. Sweetie, there is no free lunch in this world.
2016-06-18 14:52
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
bursahunter
their profit margin very low, they offer free maintainance for first couple years so profit wont come in so fast...good counter anyway...good luck
2016-06-17 17:20