cedricchan92

cedricchan92 | Joined since 2014-06-12

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

179

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
179
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2020-07-24 13:05 | Report Abuse

The government is going forward to implement with many e-government system and industry IOT /automation prospect. Definitely DNEX will be one of the key player in assisting government to implementing the e-government. Bear in mind DNEX is GLC company.
There will be a huge opportunity for DNEX to explore. Not to mentioned DNEX existing stable contract with government which generate stable income for coming years.
DNex is the only listed co that is equipped with advance technology and expertise coupled with integrated services for the offshore segment that offer turnkey solution for designing, engineering, supply, installation and repair maintenance of marine fiber optic and power cables.

Stock

2020-07-24 12:59 | Report Abuse

Dnex good news announcement coming out soon. be ready to limit up anytime from now on.

Stock

2020-07-24 12:54 | Report Abuse

New TP for DNEX in short term : 0.50 /0.55

Stock

2020-07-24 12:39 | Report Abuse

The group’s wholly-owned unit, Dagang Net Technologies Sdn Bhd, is the operator of the National Single Window (NSW), which facilitates electronic customs-related transactions and duty payments, and electronic document transfer between members of its trading community.

The platform processes over 100 million electronic transactions and RM1.8 billion worth of customs duty payment annually. It serves a diverse range of customers from logistics and manufacturing to retail and government.

Other ongoing projects under DNeX’s IT division include maintenance of the Integrated Government Financial and Management Accounting System (iGFMAS) and re-engineering the tax self-assessment system for the Inland Revenue Board.

Stock

2020-07-24 12:36 | Report Abuse

DNeX had hinted in the past that a divestment of Ping could be on the cards. In a March 15 note, CIMB Research, possibly after a meeting with the management, says DNeX is exploring the potential to “monetise and unlock the value of its energy asset”, which includes “potentially divesting its stake in Ping”.

Ping had a carrying value of RM200.9 million on DNeX’s balance sheet. However, oil prices have since gained more than 20% with Brent crude could hitting a high of almost US$60 per barrel in this year.

Stock

2020-07-24 12:34 | Report Abuse

Under the arrangement, Bioalpha venture with Dnex as the main contractor and IT technical advisor to source and supply ingredients for the preparation of health food and nutritional meals, 2.1 billions dollar while Hainan Shifengfu will leverage Bioalpha's expertise in the formulation of these food products.

Stock

2020-07-24 12:31 | Report Abuse

When contacted by The Edge, DneX executive deputy chairman Datuk Samsul Husin says the group has all the experience, having been developing, implementing and managing big government projects over the past 50 years.Director ssaid to be bidding for the contract with The and currently high chance to secure the Malaysian Immigration System (myIMMS) through a three-year contract signed 80 Billions with the Immigration Department in 2020.

Stock

2020-07-23 23:09 | Report Abuse

Gamuda, MRCB gain on HSR revival reports. The consortium of Malaysian Resources Corp Bhd (MRCB) and Gamuda Bhd has accepted a letter of appointment (LoA) from MyHSR Corp Sdn Bhd, commissioning the consortium as project delivery partner (PDP) for the northern section of the Kuala Lumpur-Singapore High Speed Rail (KL-Singapore HSR) project.

The northern section stretches from the Bandar Malaysia station to the contract boundary being the first standard viaduct pier on the south side of the Melaka station.

The MRCB Gamuda Sdn Bhd Consortium is a 50:50 joint venture between MRCB and Gamuda.

Stock

2020-07-18 18:33 | Report Abuse

When contacted by The Edge, DneX executive deputy chairman Datuk Samsul Husin says the group has all the experience, having been developing, implementing and managing big government projects over the past 50 years.

“Dagang Net Technologies Sdn Bhd has been managing the National Single Window project since 1989, when it started as the Electronic Data Interchange. DNex Solutions Sdn Bhd is a system integrator and has implemented projects worth RM2 billion for the Ministry of Education.

Stock

2020-07-18 18:32 | Report Abuse

Although the consortium of MyEG–Heitech Padu–S5 is said to be the frontrunner, companies like DNeX and Scicom believe they have a chance to win the NIIS contract.

Stock

2020-07-10 09:46 | Report Abuse

When contacted by The Edge, DneX executive deputy chairman Datuk Samsul Husin says the group has all the experience, having been developing, implementing and managing big government projects over the past 50 years.

“Dagang Net Technologies Sdn Bhd has been managing the National Single Window project since 1989, when it started as the Electronic Data Interchange. DNex Solutions Sdn Bhd is a system integrator and has implemented projects worth RM2 billion for the Ministry of Education.

“Innovation Associates Consulting Sdn Bhd has done the Government Financial Management and Accounting System (GFMAS) for the federal government, and a lot of other projects. We have a 700-strong, local IT workforce and the financial capability to make this project successful,” says Samsul.

Stock

2020-07-09 09:30 | Report Abuse

Luster #Industries Sdn Bhd specialises in plastic moulds, plastic #injection moulding (molding) and assembly. Incorporated in 1986, the Malaysia-based company offers injection molds, plastic moulds and plastics injection molding for automotive, audios, car audios, semi-conductor packaging and office automation parts

Stock

2020-07-07 20:23 | Report Abuse

展望未来,管理层表示越来越多零售业者开始转型至具有更高效率的科技系统,而公司能提供全方位的解决方案,从前线的POS零售硬体到后勤的云端和智能电话app的零售服务,所以他们能够受惠其中。对此,管理层表示有信心在2020年取得更好的表现。

Stock

2020-07-07 20:23 | Report Abuse

值得一提的是,公司完成了上市后现金充裕,现金流稳定,是一间净现金公司,所凑获的29.46mil共有39%是作为扩展业务的用途。不过公司并没有制定股息政策,管理层表示公司正处在成长阶段,需要保留资金作为扩展用途。

Stock

2020-07-07 20:22 | Report Abuse

公司也在最近宣布进军泰国庞大的零售市场,与泰国公司联营合作,提供point of sales(POS)机器和零售软件给泰国的零售商。公司也计划多元化客户至餐饮业(F&B),商场,机场等零售商,同时也积极的扩展至东南亚区域。

Stock

2020-07-07 20:19 | Report Abuse

实际上公司的资产负债表和现金流表都非常健康。高达三亿的现金,几乎0负债,越来越低的trade receivable 表示公司收账能力不错。难得可贵的是cash flow from operation 从正数一千万上涨到七千万。这样的财务表现其实已经难得可贵。

Stock

2020-07-07 20:18 | Report Abuse

Seagate作为全球最大的harddisk制造商, 无独有偶也在新山和泰国设有生产线。此外Dyson 在本区域的生态圈也扩展至整个东南亚,Notion 也确定进入了EMS。那么做为一间在新山上市的jcy有着昔日的光辉,假设可以拿到订单,肯定会是一个浴火凤凰的转身 。

Stock

2020-07-07 20:16 | Report Abuse

this company is a damn net cash company in technology sector. even the economy storm arrive all the company closing JCY also won't close. you hardly find a financial stable and growing company which below 0.50.

Stock

2020-07-07 20:05 | Report Abuse

when you think of factory automation machine you will auto think of pentamaster and vitrox but when you think of retail services and system automation you will definitely think of RGTECH.

Stock

2020-07-07 20:03 | Report Abuse

there is not much competitor in Malaysia can beat Rgtech good business model with retail automation from money transaction to inventory control and warehouse stock replenishment one line thru online services.

Stock

2020-07-06 11:23 | Report Abuse

高成長high growth & high profit margin 高high ROE高股息high Div, selling you at this low price 0.55,what again you all expect?现在是小股不久将来你会高攀不起

Stock

2020-07-06 11:19 | Report Abuse

the 3 DUKE highway already the core catalyst to make it worth of Rm 1.0. don't talk about others HSR project ,bandar Malaysia and durian farm. Ekovest really a good stock to invest for long term.

Stock

2020-06-24 19:21 | Report Abuse

We applaud this new contract as Uzma has proven to be one of the very few brownfield service providers that continue to actively secure contracts amid a shaky operating environment. While ensuring the Group’s earnings visibility until FY23, we keep our forecasts unchanged nonetheless as we account for this as orderbook replenishment, while maintaining a conservative stance on earnings given the downside risks in the sector. Our Trading Buy call and TP of RM0.76 is maintained. Despite multiple encouraging developments of late, Uzma is currently trading at only 6.5x forward PER which we think is unjustified given its relatively stable business and earnings prospects.

Stock

2020-06-24 19:20 | Report Abuse

我们将丰山集团列入研究名单里,且给予“买进”评级,未来12个月的目标价为75仙,或等于2021财政年预测本益比13倍,比同业平均预测本益比16倍折价约20%,主要反映该公司较小市值及创业板上市等因素。

我们看好丰山集团,主要:一、全球著名家庭用品,如标签及贴纸印刷产品、定制塑胶网材改装品牌主要供应商;二、过去23年为电子及电器行业提供利基印刷及改装的科技专业,进入门槛较高;三、2019至2022财政年盈利3年复合平均成长率达13%、特别是未来3年的产能将倍增;四、业务性质较少依赖劳工;五、具吸引力的估值,2021财政年预测本益比10倍及股本回酬率高于平均的22%。

Stock

2020-06-24 19:18 | Report Abuse

Have to wait Mtag wash out all the negativity and short sighteness player first before Mtag can limit up and stablize like Penta and Vitrox
in one day.

Stock

2020-06-24 15:34 | Report Abuse

在这么差的情况下Mtag还能交出好的盈利已经非常不错了,上市不到一年给3 cent股息。你可以在这种价钱 找到比MTAG更理想的公司吗(高ROE高成长高股息)你们还要嫌这个那个。不对嘛

Stock

2020-06-24 13:50 | Report Abuse

i still strongly recommend of this good stock as i believe of their management and good performance in evry qr.

Stock

2020-06-24 13:49 | Report Abuse

this stock have a very good fundamental and cash rich company . break 1.00 just matter of time

Stock

2020-06-24 13:48 | Report Abuse

if you are long term investor , just keep yr money here . it will give you a very good return like pentamaster.