Jackytan8

Jackytan8 | Joined since 2017-11-02

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Stock

2024-07-29 11:25 | Report Abuse

KUALA LUMPUR: ACE-market bound construction engineering solution and services group Plytec Holding Bhd, has won a contract from Sarawak Economic Development Corporation (SEDC) to turn Sarawak into a smart city.

Plytec plans to list on the ACE market on November 15, 2023.

According to a statement issued by Plytec, its unit BIM Engineering Solution & Technology Sdn Bhd (BEST) secured the 42-month contract to establish a digital ecosystem in Sarawak, from SEDC's subsidiary PPES Consults Sdn Bhd.

The contract sum was not revealed.



The planned digital ecosystem will be driven by Building Information Modelling (BIM) technology, to facilitate the digital transformation of Sarawak.

The services to be provided by BEST include the standardisation of information management systems, provision of project implementation assistance, training, and capacity building to develop processes rooted in the concept of a digital twin for built assets.


"In line with our goal to grow our DDE ("digital design and engineering") solutions segment, we are pleased to provide our experience and capabilities in BIM to assist with the transformation of Sarawak into a smart city. This will create a more liveable, sustainable, and efficient urban environment that benefits residents, businesses, and the environment alike. Being chosen by SEDC to impart our BIM knowledge in building a digital ecosystem is an honour and a testament to our leadership in BIM and DDE solutions. We are thrilled to receive this contract from SEDC and would like to extend our appreciation for their trust in us," Plytec group managing director and chief executive officer Yang Kian Lock said.

SEDC is a state government agency with the primary mission of fostering and facilitating economic development within the state.

PLYTEC group managing director and chief executive officer Yang Kian Lock said, "In line with our goal to grow our DDE ("digital design and engineering") solutions segment, we are pleased to provide our experience and capabilities in BIM to assist with the transformation of Sarawak into a smart city. This will create a more liveable, sustainable, and efficient urban environment that benefits residents, businesses, and the environment alike. Being chosen by SEDC to impart our BIM knowledge in building a digital ecosystem is an honour and a testament to our leadership in BIM and DDE solutions. We are thrilled to receive this contract from SEDC and would like to extend our appreciation for their trust in us."

Stock

2024-07-11 15:06 | Report Abuse

The ultimate winner in Data Centre and AI Theme in Johor.

Stock

2024-07-11 15:00 | Report Abuse

Kenanga Investment Bank keeps buying Ranhill shares in the open market.

Stock

2024-07-05 10:45 | Report Abuse

Maybank Investment Bank actively accumulate Ranhill shares, showing huge upside ahead. Maybe will upgrade Ranhill target price to RM3.00 after MGO end.

Stock

2024-07-05 10:40 | Report Abuse

Maybank Investment Bank bought 100,000 shares Ranhill at RM1.61 on 4 July 2024.

Stock

2024-07-05 10:24 | Report Abuse

To foreigners, Ranhill is too cheap to ignore. RM1.65/USD4.70 = USD 0.35 !! Ranhill share price is USD 0.35 per share. Toooooooooo CHEAP !!

Stock

2024-07-04 12:15 | Report Abuse

Maybank Investment Bank bought in 400,000 shares Ranhill at RM1.54 on 3 July 2024.

Stock

2024-07-04 08:53 | Report Abuse

Ranhill is the ultimate winner in AI & Data Center Boom.

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2024-07-04 08:51 | Report Abuse

Kenangan Investment Bank actively buying Ranhill shares in the open market. Ranhill will rise to RM2.50 after the MGO ends on 9 July 2024.

Stock

2024-07-04 08:47 | Report Abuse

Johor poised to become regional data centre hub, says MB.

KULAI: Johor has attracted more than 50 data centres within the last two years, putting it on track to become a new data centre hub in South-East Asia, says Mentri Besar Datuk Onn Hafiz Ghazi.

He said this was a very exciting time for Johor thanks to its strong push towards a digital economy, enabled by robust government policies, as well as good connectivity and infrastructure.

“Our vision is to develop Johor... and make it a global destination for the world’s largest technology companies.

“At Invest Johor, we are considering establishing the Johor Data Centre to streamline efforts in talent development, green technology and renewable energy,” he said at the launch of Princeton Digital Group's (PDG) phase one JH1 campus at Sedenak Tech Park (StEP) here on Wednesday (July 3).

Onn Hafiz, who is also the Machap assemblyman, said Singapore took over 15 years to establish itself as a data hub with more than 70 data centres, totalling a capacity of 1.4 gigawatts of power capacity.

Onn Hafiz said in comparison, Johor has attracted more than 50 data centres in just the past two years, with STeP 1 alone boasting a power capacity of over 1 gigawatt.

“Moving forward for data centres, the state government will be more selective, emphasising the use of green technology and renewable energy.

“Johor's rapid growth in the industry suggests that it is well on its way to becoming a new data centre hub in Asean,” he added.

Stock

2023-08-01 16:43 | Report Abuse

The market dropped but Catcha is still up. Damn strong. Got good news?

Stock

2019-11-27 15:26 | Report Abuse

Pinepac will giving 30sen special dividend?

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2019-04-25 14:55 | Report Abuse

大马卡合约将招标·艾力斯(IRIS, 0010)具竞争优势
https://klse.i3investor.com/blogs/Jackytan/203931.jsp

Stock

2019-04-23 16:48 | Report Abuse

When the SPA will expire ?

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2019-04-23 16:39 | Report Abuse

Should have special dividend ma, since got so much cash.

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2019-04-23 15:35 | Report Abuse

Pinepac is cash rich company after selling its plantation. Net cash per share is RM1.00. So market expect a special dividend soon.

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2019-04-23 15:32 | Report Abuse

Pinepac expect to announce special dividend. Market expect the rate between 30sen-50sen.

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2019-04-23 09:49 | Report Abuse

30sen meh ? what i know is 50sen special dividend wow.

News & Blogs

2019-04-04 09:51 | Report Abuse

HTPADU will be Ultimate Winner. HTPADU share price haven't factor in this good news. HTPADU will worth more than RM1.00 if include this E-Government business.

News & Blogs

2019-04-04 09:38 | Report Abuse

MYEG business will be replace by HTPADU. HTPADU share price will outpeform.

Stock

2019-04-04 09:27 | Report Abuse

HTPADU will replace in MYEG in E-Government project.

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2019-01-09 11:51 | Report Abuse

bought 50k @0.29, 50K @0.29.5.

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2019-01-08 11:04 | Report Abuse

Based on BentongChanSifu said, in order to delist the BJLand the offer price must at least 57sen !

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2019-01-08 08:22 | Report Abuse

Vincent Tan hold more than 80% stakes in BJLand. It is very easy to delist the BJLand at very low price.

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2019-01-08 08:16 | Report Abuse

Vincent Tan buying the BJLand share in open market before to delist it. Market said Vincent Tan will delist BJLand at 50sen per share compared to BJLand NTA 82sen. Now BJLand only trade at 27sen, it is still got 100% upside.

Stock

2019-01-07 15:39 | Report Abuse

Who can confirm the rumour Vincent Tan will delist BJLand at 50sen ? Anyone heard this news ?

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2019-01-07 15:36 | Report Abuse

BJLand break new high. Vincent Tan going to delist BJLand at 50sen per share ?

Stock

2018-11-14 10:06 | Report Abuse

will drop back to 14sen soon. run for ur life.

Stock

2018-11-13 15:19 | Report Abuse

K1 坐收贸易战渔利
Author: Tan KW | Publish date: Mon, 1 Oct 2018, 01:07 PM

成立于2001年的企文科技,是一家提供利基科技产品方案的科技公司,能承接产品研发、项目管理和产品制造等服务,是原厂设计制造(ODM)和代工制造(OEM)伙伴,其专注于较利基但长期需求看涨的监控系统配件、电子消费品、工业产品、医疗保健品、汽车配件和物联网(IOT)设施等产品。
中美贸易战越演越烈,使两国供应链的迁移压力日渐沉重,不少业者被迫转向其他国家,避开高关税的威胁。

贸易战的出现,的确威胁全球经济稳定,但中短期内却会在中美以外地区、尤其像大马般拥有不错经商条件的国家,产出一些坐收渔利的赢家。

《股海捞月》经过一段时间观察,发现了好几家可能受惠的公司,而本期要谈的,是有望在下半年签下几家新美国客户的企文科技(K1,0111,创业板科技组)。

果断止损 转型再战

成立于2001年的企文科技,是一家提供利基科技产品方案的科技公司,能承接产品研发、项目管理和产品制造等服务,是原厂设计制造(ODM)和代工制造(OEM)伙伴,其专注于较利基但长期需求看涨的监控系统配件、电子消费品、工业产品、医疗保健品、汽车配件和物联网(IOT)设施等产品。

另外,由于手握充裕现金,企文今年宣布了两项附带盈利保证的收购案,包括建议收购云端计算与大数据公司G-AsiaPacific公司的60%股权,借此赶上工业革命4.0浪潮。

企文数年前曾是备受证券行与基金经理青睐的科技公司,市场当时看中的是其强劲增长的业绩趋势,无奈市场瞬息万变,当时对企文业绩颇为关键的两大产品──网络相机和手机相关产品,先是面对某大客户转移生产线至北美洲的打击,再来是中国品牌手机迅速崛起大幅压缩了手机产品的赚幅,这无疑是一记重击,因为当时手机产品ODM业务占了总营业额逾40%。

面对突至的逆袭,管理层评估大环境后坚持以赚幅为第一考量,短时间内即做出全面退出手机市场的决定,果断断臂求生。这绝不容易,退出手机市场意味每年将失去数千万令吉营业额,不是能轻易填补的大缺口。

企文没有因而变得消极,几乎在退出手机市场同时,便开始积极开拓新产品;在手机市场尝到苦果,管理层立志避免重蹈覆辙,在找寻新产品时以朝阳行业或拥有较长生命周期的产品为重点,如物联网产品、电子消费品、医疗保健产品和汽车配件等,赚取较优赚幅之余,亦常做常有。

转型需要时间,企文这两年业绩没甚么亮点,销售表现也低迷,看来尚未在新市场取得大突破,转型策略至今还在执行中,好消息是赚幅稳定复苏,管理层在最新季度财报中直言转型之路极具挑战,进度虽缓慢却一直保持前进。

3大助力 推动前进

有3个亮点,是评估企文时不该忽视的,这些亮点汇聚起来,有机会许企文未来一片光明,这包括:

1)中美贸易战

在最新季度财报中,企文董事部首次预计公司会自中美贸易战受惠,因为美国跨国公司可能加速将制造活动转移到东南亚,避开中国产品需付的关税,而大马正是其中一个受青睐的国家,公司也具有足够产能承接美国公司的生意。

不仅如此,企文也探讨与那些有意来大马或东盟设厂避关税的中国制造商合作的机会。

事实上,董事部就预计会在下半年签下几家新美国客户,反映贸易战商机来敲企文的大门了。

2)强势美元

随着美国加快升息和新兴市场货币遭利空挑战,美元过去几个月走势非常凌厉,至今无转弱迹象,这对企文是好消息,因为公司客户几乎全在海外,出货按美元结算,强势美元除了直接提振赚幅,更重要的是强化企文的价格竞争力,有助找寻新订单。

眼下中美贸易战打得火热,迫使美国公司不能再依赖中国产货,弱势马币对觊觎美企外溢商机的企文来说,来得及时。

截至上周五,美元兑马币低企于4.1370令吉。

3)收购新公司

企文今年初刚完成以870万令吉收购AHM顾问与保安服务公司30%股权,前月杪又提出以2040万令吉收购G-AsiaPacific的60%股份,两项收购都附有盈利保证;按保证盈利和所购股权计算,收购首两年每年可为企文带来465万令吉盈利。

不过,盈利保证不一定准确无误,可能高于或低于预期,投资者需留意。

企文向来保留大量现金在手,等的正是收购机会,将现金转化成业绩成长动力,这两项收购让企文短期业绩变得有保障。此外,两家公司业务与企文业务都有协同效应,尤其G-AsiaPacific更是在国内云端计算与大数据市场勤耕10年、已上轨道的公司,顾客群涵盖多家本地大型上市公司和政府机构,对客户皆在海外的企文而言,不只买了盘新生意,也壮大了商业网络。

需一提的是,G-AsiaPacific的交易还附带买卖权,一旦未来盈利达标,企文可能会进一步收购余下40%股权,以求为公司业绩带来更大贡献。

上半年转盈 下半年料更劲

受惠于美元走强和高赚幅产品比重增加,外加下半年销售有望超越上半年,企文董事部预期公司盈利接下来将呈升势。

传统上,下半年是企文业绩的周期高峰。

截至2018年6月30日止上半年,企文营业额报3493万令吉,按年下跌11.47%,却成功转亏为盈,净赚151万7000令吉,主要因前期认列近千万令吉的雇员购股计划(ESOS)开销,联号公司开始贡献,以及高赚幅产品比重增加。

企文这家公司,笔者喜欢其轻资产运作模式,资产负债表干净,成本结构弹性极佳,面对重大逆风也能生存,如2016年营业额虽因全面退出手机市场而按年暴跌44%,并净亏920万令吉,可若扣除退出手机业务的一次性商誉拨备和用具注销,当年营运其实保住收支平衡。

至于2017年净亏960万令吉,实为1280万令吉的雇员购股计划开销所造成,营运上其实有320万令吉盈利。2018上半年,雇员购股开销其实仍“掩盖”了121万令吉盈利,否则净利表现会更好。

这显示在产品组合调整策略下,企文赚幅和盈利正渐渐复苏,这与受非营运开销丑化的表面数据显示的完全相反。

在商界,任何一家公司都会经历起伏,唯有在荣景时积极建设,逆风时沉着忍耐,方可在商海中徐徐前进;企文的优点,在于从2006年上市至今,其生存能力已数次被逆风验证,2009年次贷风暴、2011年欧债风暴乃至2016年退出手机市场,都挑战了企文生存和应变能力,但该公司一次次证明了,它会跌倒也会爬起来。

至于爬起来之后,何时会再次飞奔,一奔又能持续多久,关键在下半年;一看贸易战能带来多少实际生意,二看新收购公司盈利表现,三看美元会否维持强势。

企文能否加速翻身,答案料在未来半年渐渐明朗化。

●声明:股海捞月和股海组合提供的资料只供参考,志在助投资者认识一些不获证券行重视的小型股,和追踪相关股后续表现,不是买卖建议,任何投资决定还请先征询专业股票经纪的意见,盈亏自负。

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2018-11-13 15:15 | Report Abuse

Dun miss out K1 . Target price 50sen.

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2018-11-13 15:14 | Report Abuse

CIRCULAR TO SHAREHOLDERS IN RELATION TO THE: (I) PROPOSED BONUS ISSUE OF UP TO 130,158,864 NEW ORDINARY SHARES IN K-ONE TECH ("K-ONE TECH SHARES" OR "SHARES") ("BONUS SHARES") ON THE BASIS OF 1 BONUS SHARE FOR EVERY 5 EXISTING SHARES HELD ON AN ENTITLEMENT DATE TO BE DETERMINED AND ANNOUNCED LATER ("ENTITLEMENT DATE"); AND (II) PROPOSED FREE WARRANTS ISSUE OF UP TO 195,238,296 WARRANTS ("WARRANTS") ON THE BASIS OF 1 WARRANT FOR EVERY 4 EXISTING SHARES HELD ON AN ENTITLEMENT DATE

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2018-11-13 15:12 | Report Abuse

K1 giving out bonus shares and free warrant. K1 share price will hit 50sen

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2018-11-13 15:06 | Report Abuse

i heard Savvy investor Brahmal Vasudenan is accumulating the K1 share.

Stock

2018-10-04 23:35 | Report Abuse

Sumatec tomolo sure will sharp rise due to close link to Tun Daim and Pakatan Harapan.

News & Blogs

2018-08-23 17:05 | Report Abuse

REV closed at 43sen, performed very well today. Dun chase high, buy when price drop.

News & Blogs

2018-08-23 08:50 | Report Abuse

Dun chase high. Buy when price drop.

News & Blogs

2018-08-23 08:27 | Report Abuse

Hi all. My article is no a buy call to REV. It is just to sharing my information about the Catcha group and Rev Asia. Since Rev already up few days. Buy when price drop, dun chase high !