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2014-10-02 17:26 | Report Abuse
I dont think bonus issue is key. The key is still significant improve earnings from the student visa project and MAS training. Market is looking at earnings growth of 50-70% in FY15 and FY16 (june year end). So at 17x PER for FY15 and low teen by FY16...i think it is still reasonable given the strong grow. To be safe, you may want to wait till the next earnings report to be released first but I believe majority of the earnings increment (from MAS training contract) will only come in 2HFY2015.
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2014-10-02 15:44 | Report Abuse
market always trade ahead based on forecast future earnings. Trailing PER is past and should not be a good guide.
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2014-08-28 07:21 | Report Abuse
Undefeated - FYI, Scicom CEO is Sri Lankan and not Indian...not that I have anything against Indian. :)
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2014-08-19 18:20 | Report Abuse
Closing above 1.2..looking more promising!
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2014-08-15 11:33 | Report Abuse
price is no longer dropping Dakewlest...
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2014-08-14 08:10 | Report Abuse
4m shares were done off market @ 1.2.....I think they will be more to come!
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2014-04-07 19:12 | Report Abuse
the stock just broken and is entering all time high...with strong fundamental, i think it still have some way to go. Immediate target around RM4.40-RM4.60
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2014-03-07 07:59 | Report Abuse
Getting close to the recent private placement price of RM0.345....probably good to get out first before the next placement comes around. They need to regain investors' trust again...
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2014-02-20 07:39 | Report Abuse
10% return in 4 days...more to come I believe. Heard that many analysts have gone to see the companies..may be some real coverage on them soon. By that time..boom! if it trades to say 12x PER (against market of 16x) as rerating pick up, TP should be around 0.95-0.98. A potential return of 20+%. Time to buy more?
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2014-02-13 07:29 | Report Abuse
It has copnsolidated nicely, looking for a breakout soon. Stock is still very cheap 8-9x PER and 5.5% yield. They have a 10+5 years concession to process foreign students visa application and give very secured earnings. Potential another myeg..datasonic etc????
General
2014-01-30 18:56 | Report Abuse
The fundamentals looks pretty solid, RM20m cash on the balance sheet (10% of market cap) and should make 7.1+ sen in FY14. Yet the stock is still trading on 10x PER.
For concession earnings (one stop center for foreign student visa application) of 10+5 years...I think it should trade at a higher PER.
Any thought?
Stock: [SCICOM]: SCICOM (MSC) BHD
2014-10-03 07:35 | Report Abuse
The foreign student visa project will be expanded from private universities to public universities and language school in FY15. This couples with strong order book of projects (as guided by mgmt in recent meeting with analysts) should lift earnings by at least 30%-40% - and I have not even impute in the earnings from the MAS training project...so may be 50% growth is understating a little bit...
I also heard that Scicom has been invited by a foreign investment bank to Singapore to meet with foreign fund managers this week...and you know how foreign fund managers love this type of story/stock...just look at myeg's valuation - around FY15's PER of approx 30x!
So 'bluesky/ all stars aligned' type of valuation for Scicom - assuming EPS of 12 sen for 2015 @ 30x PER (calendar year) should point towards RM3.60! -- haha, but that is probably stretching it a bit at this time!