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2020-05-27 20:32 | Report Abuse
Hopefully mother share (DSONIC) will shoot up tmr
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2020-05-27 00:06 | Report Abuse
https://www.enanyang.my/news/20200523/热门股德达飞讯上挑rm1-76/
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2020-05-23 20:32 | Report Abuse
Affin Hwang Investment Bank Bhd analyst Tan Ei Leen has lowered Maybank’s FY20 net profit forecast by a whopping 25% to account for a larger degree of net interest margin (NIM) compression in 2020 of 24 basis points (bps).
This took into account the impact of the RM1 billion “modification loss” arising from the hire purchase portfolio and higher net credit cost of 80bps to 89bps in 2020 to 2021, versus 52bps to 55bps previously, on additional provisions for "forward-looking assumptions" of weaker macroeconomic variables, Tan said in a note to investors today.
She has projected Maybank’s net profit at RM4.88 billion in FY20, and RM6.17 billion in FY21, on revenue of RM22.72 billion and RM24.12 billion respectively.
Tan noted that Maybank’s management is undertaking a more conservative provisioning stance, and has set a net credit cost (NCC) guidance of 75bps to 100bps for 2020 while expecting NCC to stay elevated in 2021.
With the group’s dividend expected to come down come down by between 4% and 5.7% in 2020 to 2021, she said there could be risks of downward selling pressure on the stock. The upside risk include lower credit default risks.
Tan has maintained a 'sell’ rating with a lower target price (TP) of RM5.80, based on a P/BV (price-to-book value) target of 0.77 times with a 2021 BVPS (Book value per share) of RM7.51.
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2020-05-23 20:28 | Report Abuse
https://www.enanyang.my/news/20200522/马银行-br赚幅萎缩砍财测/
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2020-05-22 19:34 | Report Abuse
Analyst might look at this extension in different angle although they predict 3 to 5 years extension granted by the govt. Investors shall assess whether this extension is considered positive or negative !
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2020-05-22 19:32 | Report Abuse
In my opinion, extension only 1 month means govt might need time to prepare new tender for this concession project. Very likely that extension is based on monthly basis subject to readiness of tender documents.
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2020-05-17 21:21 | Report Abuse
What i can comment is that whoever hv faith in DSONIC will see handsome rewards later on. Those not confident, can sell now and do not regret !
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2020-05-17 16:30 | Report Abuse
Lets see who will get the NIISe project.
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2020-05-17 16:29 | Report Abuse
DSONIC won jobs based on merits. Not depend on Tun M
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2020-05-17 08:33 | Report Abuse
Imminent award of RM1.5 bil immigration system contract sets tongues wagging
By Doreenn Leong | May 14, 2020 6:52 pm | Featured, Mainstream
By Doreenn Leong
Interest in frontrunners for the RM1.5 bil National Integrated Immigration System (NIISe) contract has been on the rise on the back of talks that the contract will be awarded soon.
The contract is for a total of 4.5 years including three years of development, six months of monitoring and final one year of maintenance period.
After the contract period, the maintenance contract will be about 15% - 20% of the value of the project.
Shares of Datasonic Group Bhd surged almost 40% in about a month to RM1.27 on May 12 from 91 sen on April 13 while Scicom (MSC) Bhd gained 29% to 94 sen on May 8 from 73 sen on April 7. Likewise, HeiTech Padu Bhd rose 50% to RM1.04 on May 8 from 69 sen on April 7 while Opcom Holdings Bhd jumped 53% to 58 sen from 38 sen during the one-month period.
Interest in Datasonic was likely to have surged following expectations that the company will bag the NIISe contract.
“Yes, we are in the running and are confident of securing this project. We shall announce and update soonest possible once available,” Datasonic chief operating officer Danny Chew told FocusM.
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2020-03-12 00:09 | Report Abuse
https://www.enanyang.my/news/20200311/【行家论股视频】德达飞讯-上涨空间109/
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2020-03-12 00:08 | Report Abuse
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2020-02-21 22:32 | Report Abuse
[转贴] 为何DSONIC股价如此强势？- RH Research - Good Articles to Share | I3investor
dragon12345
Good Articles to Shareclick to expand contents
[转贴] 为何DSONIC股价如此强势？- RH Research
Author: Tan KW Publish date: Fri, 21 Feb 2020, 7:46 AM
Close
为何DSONIC股价如此强势？
竞标着外国签证系统 (eVisa/VLN) 项目和国家综合移民系统 (NIIS) 项目。虽然具体合约价值不详，不过让大家有个概念，与内政部相关的项目到底有多赚钱。
以2017年为例，负责综合外劳管理系统的Bestinet净赚RM40m；提供移民厅安全解决方案的S5 Systems大赚RM108m；负责监视外劳健康检查的FOMENA录得RM22m利润。
假设获得以上任何一项合约，可想而知未来盈利的增长幅度到底有多大。现阶段的每年盈利仅介于RM60-75m。如果往后添加RM40-50m的利润，增长幅度可达80%+。
在1月宣布获得内政部颁发为期1年总值RM7m的合约，为马新出入境提供16台人脸识别系统的电子闸门 (e-Gate)。值得一提，Datasonic在多达18家企业公开竞标下脱颖而出。
上周获得内政部通知，早前为期5年的护照晶片供应合约内容有所调整；将晶片数量从1,250万减少至1,100万；合约价值未变，不过却附上另一项工作，负责自动闸门和护照晶片往后的维护工作。
值得一提，自动闸门和晶片的维护工作之前由其他负责，如今在合约到期后，内政部决定将合约整合并颁发给Datasonic，合约价值为RM38m，足以说明其实力毋庸置疑；以上合约期限从2019年5月开始，直到2021年11月，为期2年半。
由于以上合约早已在去年开工，去年5月至12月的贡献有望在即将出炉的Q3业绩进账。根据统计，7个月的贡献可带来大约RM10m的收入。如果来不及进账，那么肯定将反映在今年5月出炉的Q4业绩上，届时可看到为期10个月约RM13m的贡献。
Datuk Razali在去年12月晋升为大股东，并在上周正式取代旧老板Datuk Hanifah，担任董事经理职位。目前手持接近11%的股权。自从他进入董事局以来，Datasonic在短短2个月内已获得2项合约。真的那么巧合吗？交由大家思考。
另一个灵魂人物，执行董事Chew Ben Ben从去年7月开始，将直接持股率从11%提升至14.4%。加上非直接的股权，目前手握28%股权。他上个月从公开市场继续买入，当时的价位在RM1.48-1.52之间。在高位依然选择买入，说明对未来发展非常有信心。
本地RHB研究所近期维持Datasonic的“买入”评级，不过目标价却从RM1.21上调至RM1.96。
从以上各种正面消息来看，个人有理由相信Datasonic可至少上探RM2.00。如果获得eVisa或者NIIS其中之一，那么2.50甚至是3.00都不是梦。
#DSONIC
纯属分享！
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2020-02-21 22:24 | Report Abuse
(G) On 16 January 2015, DTSB had attended a meeting chaired by Dato’ Wahab
bin Mohd Yasin (Deputy Secretary General – Operation, KDN) and presented
detailed specifications of the proposed higher quality passport chip and operating
system which are in compliance to the International Civil Aviation Organisation
(“ICAO”) standard. DTSB was asked to work with JIM and KDN to prepare
implementation plan for Proof of Concept (“POC”), User Acceptance Test
(“UAT”) and Final Acceptance Test (“FAT”).
(H) In April 2015, DTSB had passed all the various tests in POC, UAT and
FAT. After fulfilling all the procurement processes, MOF had decided to approve the
contract for the supply of passport chips to DTSB based on direct negotiation with
DTSB.
(I) The award of the contract to DTSB for the supply of 12,500,000 Malaysian
Passport Chips for a period of five (5) years commencing from 1 December 2016 to
30 November 2021 for the contract sum of RM318,750,000.00 vide LOA dated 15
December 2015 as per our public announcement made on 15 December 2015.
The Company would like to reiterate that the LOA for the passport chips contract was
awarded to DTSB after full evaluation and compliance of all due processes, which
was sixteen (16) months subsequent to the Unsatisfactory Performance Report
2014 received by MOF in August 2014.
We therefore refute the News Articles which gave wrong and misleading perception
to readers that DTSB had secure the passport chips contract despite
underperformance or unsatisfactory record as published instead of through merits
after sixteen (16) months of full and in-depth evaluation by KDN and MOF.
The Company believes that public enlightenment is the forerunner of justice and
the foundation of democracy. Ethical journalism strives to ensure the free
exchange of information that is accurate, fair and thorough. We humbly request
the press to be more cautious and more responsible in publishing news.
We would like to assure our stakeholders that the Company will use all reasonable
endeavours and strive to protect the company reputation and interests at all times.
This announcement is dated 21 February 2020
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2020-02-21 22:22 | Report Abuse
DATASONIC GROUP BERHAD (“The Company” and/or “DGB”)
CLARIFICATION ON THE NEWS ARTICLES ENTITLED:
“DTSB APPOINTED TO SUPPLY CHIPS FOR M'SIAN PASSPORTS DESPITE
UNDERPERFORMANCE” published by New Straits Times on 12 February 2020 (at
8.31pm)
“DATASONIC SECURED PASSPORT CHIP CONTRACT DESPITE
UNSATISFACTORY RECORD, COURT TOLD” published by The Edge Markets on
12 February 2020 (at 8.47pm)
(The aforementioned new articles are collectively referred to as “News Articles”).
The Company wishes to state that the above two (2) news headlines are misleading
to the public and unfair to stakeholders of the Company.
The truth is the Letter of Award (“LOA”) for the Supply of the Malaysian Passport
Chips for a period of five (5) years or 12,500,000 passport chips commencing from 1
December 2016 to 30 November 2021 for a contract sum of RM318,750,000.00 was
awarded to Datasonic Technologies Sdn Bhd (“DTSB”) on 15 December 2015, which
was sixteen (16) months later after the initial report of unsatisfactory performance of
DTSB was sent by Ministry of Home Affairs/Kementerian Dalam Negeri (“KDN”) to
Ministry of Finance (“MOF”) in August 2014.
We therefore refute the News Articles which gave wrong and misleading perception
to readers that DTSB had secure the passport chips contract despite
underperformance or unsatisfactory record as published instead of through merits
after sixteen (16) months of full and in-depth evaluation by KDN and MOF.
Our clarification and chronology of events are articulated as follows:
(A) In August 2014, an initial report by KDN was sent to MOF regarding
unsatisfactory performance on the part of DTSB.
(B) On 22 September 2014, DGB had been invited to attend a meeting chaired by
Dato’ Sri Mohamed Khalid bin Hj. Shariff (Secretary General of KDN) at KDN
(“Meeting”) to discuss DTSB’s proposal on passport chip to be embedded into
polycarbonate data page.
The meeting was attended by Dato’ Aziz bin Md Nor (Head of Procurement of KDN),
Dato’ Aloyah bte Mamat (Director General of Immigration Department of Malaysia)
and representatives from the Company.
(C) The Company had clarified with facts and figures of the following key matters
that were raised during the said Meeting:
(i) Government wanted to clear its inventories of old laminated passports
in early 2013 and migration to new passport only started in April 2013.
The actual demand of new passports for the whole year of 2013 was
only 1,703,421 units.
Therefore, the total delivery of 2,340,858 units of high quality
polycarbonate data page without chip by DTSB in 2013 which was
637,467 units or 37.4% more, which had in fact met the requirement
as clearly stated in the delivery schedule that actual delivery must be
based on current demand of passports by Immigration Department of
Malaysia (“JIM”) (‘Jadual adalah tertakluk kepada keperluan semasa
Jabatan Imigresen Malaysia’).
(ii) As at September 2014, DTSB had delivered a total of 4,609,958 units
of polycarbonate data page without chip against the actual demand of
3,497,632 passports. There was no service interruptions faced by JIM
as of September 2014 because the stock level of polycarbonate data
pages without chip was 1,112,326 units or 31.8% higher than the
actual demand.
(iii) The polycarbonate passport data page supplied by DTSB is of high
quality and incorporating the latest technology with high level of
security features.
(iv) The alleged shortage in passports which had affected the
immigration services was in fact caused by other vendor(s).
(v) The Company had also highlighted to the Government that the DTSB’s
proposed chip to be embedded in the polycarbonate data page is of the
latest technology used by many developed countries, of higher
quality and security standing against the then current 15-year old
technology of putting chip at the back-cover of paper based passport
booklet by previous vendor.
(vi) The Company had also highlighted that the estimated savings to the
Government will be approximately RM75,000,000.00.
(D) In November 2014, MOF had called for a meeting between JIM, KDN, MOF
and DTSB to obtain additional information and to discuss on DTSB’s proposal.
(E) On 10 December 2014, followed by new findings and report by JIM, KDN had
sent a review report related to DTSB’s proposed new technology passport chip to MOF.
(F) On 23 December 2014, MOF had given approval to KDN to proceed with all
the required procurement procedures related to DTSB’s proposed supply of
12,500,000 units of passport chip to be embedded into polycarbonate data page
supplied by DTSB.
Continue....
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2020-02-13 14:55 | Report Abuse
ONE of the notable off-market transactions during the period under review was that at Datasonic Group Bhd, where 40 million shares, or 3% equity interest, traded off market in a block trade at RM1.63 apiece, for a transaction value of RM65.2 million.
Datasonic’s stock continued on its upward trajectory after tripling in value last year. It hit a five-year high of RM1.67 on Jan 24, following news in mid-January that it had obtained a one-year extension of its contract — from Jan 1, 2020, to Dec 31, 2020 — to supply raw MyKad and related consumables to the government.
In May 2016, Datasonic was awarded a 3½-year contract worth RM260.4 million for the supply of 12 million raw MyKad and MyKad consumables to the National Registration Department, from July 1, 2016, to Dec 31, 2019. News of the extension this year further fuelled the stock, which closed at RM1.59 on Jan 29.
Datasonic’s latest available results show net profit for the six months ended Sept 30, 2019, rising 75% year on year to RM27.83 million as revenue strengthened 15% to RM121.86 million.
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2020-02-03 12:19 | Report Abuse
Be patient and u will collect your fruits soon
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2020-01-16 17:06 | Report Abuse
Hold tight and dsonic will fly soon
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2020-01-16 07:01 | Report Abuse

（吉隆坡15日讯）有分析员指，德达飞讯（DSONIC，5216，主板科技股）近期有新大股东拿督拉扎利崛起，加上有望拿下新外国签证（VLN）系统合约后净利大涨，因此建议投资者买入并大幅调高目标价。
相信是受行家追捧激励，德达飞讯日内也一度大涨15仙或10.2%，报1.62令吉，股价触近3年新高。
兴业投行研究分析员在报告中指出，拉扎利崛起成为德达飞讯的新大股东，同时担任副主席一职。
“德达飞讯现任董事经理拿督阿布哈尼法通过场外交易减持28.15%股权，其中8.86%售予新董事经理、9.38%售予副董事经理周民民，以及各别售了4.95%和4.96%给两名没有披露姓名的股东。”
分析员认为，这一系列的股权及人事变动都是正面迹象，可以带领公司再创高峰。
另一方面，政府料会在1月至2月颁发新的VLN系统合约，分析员评估新合约的潜在增值后，发现德达飞讯的收入有望大增。

明后年财测上修
“今年是2020大马旅游年，入境旅客数量将会增加。按照现有向每名中国游客征收的280人民币（约166令吉）电子签证费用，以及保守估计今年只有400万名入境旅客，将会为公司带来4亿6300万令吉的经常营收管道。”
分析员估计，德达飞讯2021和2022财年的净利，可能因此有望增加1.43倍和1.4倍。以20倍本益比估值的话，VLN业务已经值得每股1.44令吉。
“我们将VLN的潜在盈利贡献，以及市场情绪纳入估值后，本益比由24倍上调至39倍，相等于公司有50%的几率拿下潜在值每股1.44的VLN合约。我们如今的新目标价是1.96令吉，相当于有33%上涨空间。”
分析员维持“买入”评级及财测，但同时也点出，如果德达飞讯无法拿下VLN合约，目标价将会下调会之前的水平。
闭市时，德达飞讯报1.59令吉，全日升12仙或8.16%，成交量3499万600股，是全场第X大热门股。
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2020-01-16 05:40 | Report Abuse
https://www.enanyang.my/news/20200116/迎新大股东-vln合约在望-br德达飞讯股价大涨8/
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2020-01-06 22:27 | Report Abuse
Ang Kok Heng
Chief Investment Officer
Phillip Capital Management
Stock picks: Malayan Banking Bhd, Datasonic Bhd and VIZIONE Bhd
Datasonic Group Bhd
Price: RM1.48
The company that is in the provision of solutions for immigration-related services saw a rebound in its share price following improvements in its bottom line last year.
This was a change compared with 2018 where its profitability was on a downtrend.
Datasonic supplies chips for passports and identity cards, which is a critical component for the documents.
People passing through the electronic gates at the Immigration points in the airport would sometimes see Datasonic personnel at hand to assist passengers.
Going forward, Datasonic is in the running for two major border control projects under the Immigration Department. One of them is the provision of e-Visa services for foreign national from China, India and other countries.
It is learnt that the proposal by Datasonic is for the revenue to be shared with the government in return for the company providing the infrastructure and maintaining the system.
The other project for Datasonic is an integrated system for the Immigration Department where all segments of border control are in communication with each other to trace fugitives coming in or leaving the country. This was previously known as the Sistem Kawalan Immigration Nasional or the SKIN project which is up for re-tender.
Although the share price of Datasonic has risen in recent months following its better results and speculation of upcoming projects, I feel that Datasonic still has some room to go pending the announcements of the two projects.
At the moment, its supply of chips for passports and identity cards already provides the company with a stable income.
Datasonic also has a new shareholder and new management team.
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2019-11-06 22:14 | Report Abuse
Dear All investors, please be patient. U all will get the decent rewards when time comes. Hope contract is awarded soon.
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2019-11-01 12:26 | Report Abuse
Hopefully fund manager can come in to buy more dsonic shares. That will help a lot.
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2019-10-31 15:30 | Report Abuse
Lets hold hand in hand to push dsonic to greatest height
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2019-10-31 15:28 | Report Abuse
Buy when ppl are selling. Thats how u make money.
Stock: [DSONIC]: DATASONIC GROUP BERHAD
2020-05-28 11:24 | Report Abuse
https://www.thestar.com.my/business/business-news/2020/05/28/datasonic-upbeat-on-potential-near-term-jobs