neonstrife

neonstrife | Joined since 2020-08-28

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2022-01-07 09:35 | Report Abuse

https://www.thefastmode.com/services-and-innovations/22332-the-megatrends-and-evolution-of-5g-iot-and-digitalization-in-the-post-covid-world


The Megatrends and Evolution of 5G IoT, and Digitalization in the Post-COVID World FEATURED


Some of the main benefits of 5G have enhanced mobile broadband by offering ultra-reliable, low latency communications and massive connectivity. The industry has been saying that for quite a few years, but truly understanding the power that 5G can bring is a different matter.

Of course, the early adopters of 5G are mainly for handsets, tablets and other mobile devices to deliver streaming video content through enhanced mobile broadband (EMBB), and that’s how most consumers initially saw the benefits of the technology. 5G’s ultra-reliable, low-latency communication (URLLC) will follow, with massive machine-type communication (MMTC) later.

5G offers many advantages over other wireless technologies, such as 4G LTE and WiFi 6. In comparison, 5G offers much higher speeds, lower latency, higher reliability and massive connectivity. Instead of replacing other wireless technologies with 5G, designers are using these technologies in a complementary way, developing new use cases that provide the best user experience.

The impact of 5G
One of the key functions of 5G is massive connectivity, which is improving efficiencies in every part of our lives - whether that be in personal lives, business, industrial IoT (IIoT), automotive or healthcare. Some of the benefits of implementing 5G include higher productivity, improved efficiency, lower congestion, and reduced pollution.

An example of where 5G can help improve efficiencies and user experience in all walks of life is in healthcare. In the past, if we needed a particular medical check-up, we would have to wait until a specialist was available and then visit the clinic at a pre-allocated time. While it is important for your health, it may not be very efficient in the overall use of time depending on the health issue at hand.

Through virtual consultations, 80-90 percent of a patient visit can typically be accomplished via video conferencing, allowing for more efficient use of time both for the patient and the specialist. If the patient does need to see a doctor for further examination, then the doctor can prioritize accordingly.

Beyond medical, 5G solutions are being leveraged across a variety of smart city applications, even if we don’t necessarily see or realize it. Network operators are bringing cities to the digital future through applications like smart waste management, parking sensors, and traffic congestion monitoring.

Furthermore, 5G solutions are being used in tandem with vehicle-to-everything (V2X) technologies, allowing for smart, safe communication between vehicles and infrastructure, the cloud, and one another. Due to a shift to cellular V2X (C-V2X), the most recent industry standard for vehicle communication after the WLAN-based V2X, the use of 5G in V2X connectivity is more possible than ever before. Beyond leading automakers deploying C-V2X in their vehicles, C-V2X products are installed across cities, counties, and school districts to enable high-bandwidth communication, continuous network connectivity to the network, and faster response times.

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2022-01-07 01:42 | Report Abuse

Read properly la ... hahahahaha

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2022-01-07 01:41 | Report Abuse

Did I copy paste ?

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2022-01-07 01:41 | Report Abuse

Wow, this multiple account not from same people ?

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2022-01-06 12:23 | Report Abuse

nothing to fight, everyday same thing you not boring.... hahahah

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2022-01-06 09:23 | Report Abuse

The Future in a Nutshell: Faster, Ever Faster

The coming year will see more change in IT than we saw over the pre-COVID decade. Driven by the torrid growth in technology adoption by businesses seeking to respond to changing customer demographics and preferred interaction modes, software will be a core competence for every company.

The consequences of these changes will be massive. Every company will need to decide how willing it is to restructure its assumptions and plans in light of these changes. There’s no hiding—it’s only a question of whether a company chooses to accept or resist the changes.

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2022-01-06 09:23 | Report Abuse

5) The Talent War Goes from Lukewarm to Scalding
The technical talent war has been an evergreen topic for years. IT organizations have had problems in recruiting technical talent, with accompanying challenges to project delivery timescales.

Notwithstanding this constant theme, 2022 will supercharge the issue of hiring and keeping talent.

Obviously, one cause is that IT staffing requirements are growing due to digital transformation. As software replaces, complements, or infuses market offerings, more software needs to be written, deployed, and managed. So, one reason the talent war temperature is moving up is just general demand for technology personnel.

However, there are additional reasons the war for talent is going to get blistering hot.

Digital-first applications require specific skills even scarcer than general IT talent. Writing microservice apps designed for elasticity and failure resilience calls for skills present in only a small percentage of the overall technical talent pool.

WRITING MICROSERVICE APPS DESIGNED FOR ELASTICITY AND FAILURE RESILIENCE CALLS FOR SKILLS PRESENT IN ONLY A SMALL PERCENTAGE OF THE OVERALL TECHNICAL TALENT POOL.

As demand for digital-first applications grows against a small percentage of the pool, it will be harder and harder to successfully recruit staff to a given technology organization. Enterprise IT shops are at an additional disadvantage given their historical reluctance to bid up wages for this category of employee.

It used to be that old guard IT organizations had some geographic protection in this competition. For example, if you were a regional retailer located in Grand Rapids, the competition to hire someone with technical skills was relatively lower than in a large tech hub. That has changed, though.

One of the unanticipated results of COVID-19 has been the growth of remote work; suddenly, one could be employed by a top cloud-native company and happily reside in Grand Rapids. While some large technology firms like Google have put forward policies designed to induce/urge employees back into their offices, remote work appears to be here to stay.

For those formerly geo-protected companies, this means the competitive pool for desirable employees has grown to include a much broader range of companies. And many of those companies treat employees like a competitive advantage and have no hesitation at bidding up their salaries.

Consequently, one can easily predict that talent access will be a critical issue for technology organizations across the land, and companies will have to adjust to the new reality of attracting candidates who have more employment options than ever.

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2022-01-06 09:23 | Report Abuse

4) A Changing Role for IT: Running the Business
As described above, traditional IT has been lumped into the corporate cost center bucket—expenditures that are necessary but not especially connected with marketplace success. In other words, that bucket holds everything not focused on building and selling a company’s products or services. Every company’s approach to cost centers is the same: spend as little as possible.

However, this will change significantly as more of every IT organization’s efforts focus on digital-first applications. This is because these applications directly interact with customers or improve products to make them more attractive to the market. They are directly tied to revenue and, because of that, are subject to very different spend filters.

The question asked of digital-first applications is not “How much will it cost?” but “How much will it make?” For those applications that show a positive contribution to revenue or profit, the issue will be how much can be invested and how quickly.

This changes the role of IT, which can be summarized in the phrase “IT’s job changes from supporting the business to running the business.”

For senior IT leadership, this imposes a range of necessary actions:

Closer collaboration with product teams to ensure the right digital functionality is built into the company’s offerings.
Better analysis of how users actually use the product, so it can be modified to increase customer engagement and thereby revenues.
Increased emphasis on application resilience to reduce interruptions to revenue flow.
Essentially, IT must change from an order-taking organization to a collaboration partner organization. Some leaders and organizations will make this transition, and their parent companies will thrive; others will find the change too challenging, and their failure will affect not just them but will damage their parent company’s future.

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2022-01-06 09:22 | Report Abuse

3) Hyperscalers’ Continued Revenue March – Up and to the Right
Given the enormous shift toward digital transformation, what is the likely consequence?

One obvious consequence is that this will boost the growth of hyperscale cloud providers because the de facto deployment location for cloud-native applications is a public cloud environment.

It is estimated that hyperscalers’ core growth total addressable market (TAM) is somewhere between three and five trillion dollars, which is well beyond what most people estimate.

IT IS ESTIMATED THAT HYPERSCALERS’ CORE GROWTH TOTAL ADDRESSABLE MARKET (TAM) IS SOMEWHERE BETWEEN THREE AND FIVE TRILLION DOLLARS, WHICH IS WELL BEYOND WHAT MOST PEOPLE ESTIMATE.

However, this TAM is based on the current spend of traditional IT practices, which deploy applications into on-premises data centers. Those practices are full of friction and require substantial up-front capital investment, both of which serve to dampen adoption. Most organizations find infrastructure procurement such a burden they pursue only the most obvious, highest-priority use cases. Every other use case falls by the wayside because it’s too much work to justify them.

The kinds of applications that typify digital transformation are those that, in the past, would not have passed the “most obvious, highest-priority” screen. They would have been those with unproven potential, which meant, in most IT organizations, their advocates would have found the justification process too onerous and given up pushing them.

Today, changes in cloud computing have increased digital transformation priorities and will increase the overall demand for computing resources. This will increase cloud infrastructure demand well beyond the TAM of displacing traditional infrastructure. It’s estimated that this additional demand could double overall cloud revenue, toward the order of $10 trillion dollars.

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2022-01-06 09:22 | Report Abuse

2) Applications Get Dynamic
The new breed of digital-forward applications break all the assumptions underlying traditional applications: they were thought to require predictable load, limited user population, well-understood infrastructure scale requirements, and reliable hardware.

Digital-forward applications can experience widely varying loads driven by unpredictable usage patterns and even more unpredictable user populations. One COVID-driven example cited by McKinsey & Company includes a fast-casual-restaurant chain which saw its online orders jump from 50,000 to 400,000 per day.

Because of this, it’s difficult to predict just how much infrastructure will be required to maintain application availability and performance, which therefore requires the ability to add and shed computing resources quickly.

In turn, this means most of the legacy application development and operations processes are made obsolete. They were designed for a world of predictability and infrastructure rationing, and imposing heavyweight processes on infrastructure access was seen as a feature, not a bug.

Finally, these digital-first application requirements mean they will be deployed into infrastructure environments that can support them—which means public cloud environments. This destroys any assumption about infrastructure reliability because as one cloud provider’s CTO noted “everything fails, all the time.”

The net-net of this is that digital transformation developments in application characteristics forces cloud adoption, which implies adoption of cloud-native application practices.

For enterprises, this means they must adopt the application practices of the cloud-native companies, such as frequent application updates, automated processes, and resilience through redundancy and easy failover. The upskilling this will force into enterprise IT shops will be a key issue for them, as it will require changes to talent recruitment and retention

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2022-01-06 09:22 | Report Abuse

https://www.eweek.com/cloud/technology-trends-2022/

Every December, I spend time thinking about where the software ecosystem will go over the year ahead. For the past decade, that’s meant focusing on cloud computing, as it’s long been the dominant software trend.

The past year, however, (and 2020 as well) has been rather different—driven, of course, by COVID-19. The pandemic and its effect on health, working practices, and consumption patterns has significantly changed the role of technology. And to my mind, permanently altered how technology will be used in our society and economy going forward.

Here are five trends to look for in the tech industry in 2022.

1) Digital Transformation Drives Chip and Software Production
The cliché that COVID-19 accelerated digital transformation, compressing 10 years of growth into a single year, contains a profound truth—that our economy is shifting toward a software-centric operational model.

This was clearly demonstrated by all the measures companies took to respond to the shift of a large part of the workforce from office to home. The obvious beneficiaries of this were video conferencing and virtual event companies. Other beneficiaries were grocery chains, whose revenues skyrocketed as people stopped going to restaurants; many of these chains rolled out new applications to support huge online ordering volume, delivery, and curbside pickup. All of these examples show how software became the key enabler of business processes.

However, digital transformation is moving well beyond online interaction supporting analog transactions. Software is now being placed into physical products, transforming them into software-centric devices with functionality driven by digital interaction.

Nothing symbolizes how physical products are becoming digital offerings with atoms attached than the automobile industry. After the shutdowns of 2020, auto buyers came out in force in 2021—and ran directly into low availability caused by shortages of critical computer chips.

So painful is this to Ford that it entered into a strategic partnership with Global Foundries to ensure future availability. This marks a significant shift for the company which, like most auto manufacturers, used to treat chip procurement as a low-value activity best pursued in an arms-length buyer/vendor fashion.

The chip shortage highlights that cars now depend on digital processing, from engine management to suspension response right through to user interaction—all of them and a hundred more auto features rely on digital processing, which means chips.

It also means software because, after all, the chips are only useful insofar as they enable applications controlling all those features to operate. In turn, this means that writing software has become a critical prerequisite for an automaker to compete in the next decade.

The auto industry is one vivid example of how software is moving into a central role in products, but this shift is occurring in every industry. 2021 represents the inflection point of the digital transformation S-curve, which heralds dramatic growth and impact of an emerging technology.

Whether software replaces, complements, or infuses its products, every company must come to grips with how it will pursue digital transformation. The importance of this issue cannot be overemphasized: This will soon be an existential question for companies, and failing to get this right means a dim future for those unable to succeed.

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2022-01-05 14:22 | Report Abuse

KUALA LUMPUR: ARB Bhd, a provider of information technology (IT) products and platforms, has received shareholder approval for a rights issue of up to 1.07 billion new shares on the basis of one rights share for every existing share.



Executive director Datuk Sri Larry Liew Kok Leong said the majority of the proceeds raised will be utilised for the venture into the provision of customised hydroponics Internet of Things (IoT) systems and solutions for the agriculture industry.



"ARB has an established track record and expertise in IoT solutions.



"Therefore, we intend to encompass the key features of existing IoT technologies into the hydroponics IoT solutions," he said in a statement today.



At the company's extraordinary general meeting (EGM) held on 24 December 2021, 98.2 per cent of ARB shareholders who voted gave the green light for the right issue exercise.



Hydroponic farming is a modern technique involving using water to replace soil to grow plants.



Hydroponic systems can be established on various scales, with the large-scale covering acres of land to grow crops for commercial purposes.



Features such as sensors, which are connected to the internet, can be installed in trays filled with water and nutrient solutions to monitor temperature, moisture, lighting, humidity and the pH of the water built within the system.



Larry said IoT solutions are set to transform the agriculture industry.



The specialised equipment, wireless connectivity, software, and IT services can help to ensure optimum application of resources to achieve high yields, improve crop quality, and reduce operational costs.



Smart farming is highly efficient when compared with the conventional approach.



The company said this opportunity arises due to the demand for food from the exponential growth of the world population, shrinking agricultural lands and depletion of finite natural resources.



According to BI Intelligence survey, it is expected that IoT devices' adoption in the agriculture industry will reach 75 million in 2020, growing 20 per cent annually.



At the same time, the global smart agriculture market size is expected to triple by 2025, reaching US$15.3 billion as compared to being slightly over US$5 billion back in 2016.



https://www.nst.com.my/business/2021/12/758387/arb-shareholders-approve-rights-issue

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2022-01-05 12:29 | Report Abuse

not comparing companies like Nokia with arbb. ? Then don't need to write la

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2022-01-05 12:28 | Report Abuse

ohhhh... people said left you said right....

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2022-01-05 10:36 | Report Abuse

hahaha.... fall in a years and pick up. Don't keep judge everything by your own logic

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2022-01-05 10:35 | Report Abuse

Why not samsung ?

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2022-01-05 10:30 | Report Abuse

Don't need to hope 1 , let viewer to make their own judgement

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2022-01-05 10:29 | Report Abuse

hehehe... let viewer to judge then

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2022-01-05 10:26 | Report Abuse

small... Line is BIG...

https://iotbusiness-platform.com/insights/iot-malaysia-national-agenda/

Malaysia is one of only nine countries in the world to have developed a working roadmap on IoT.

We’re currently in the midst of implementing the National IoT Strategic Roadmap, in which interoperability has been identified to spur IoT in the country, and the market potential is set to generate a GNI of RM9.5 billion by 2020 and achieve RM42.5 billion by 2025.

Within one year, several IoT-based projects have been piloted and launched in Malaysia, including the following areas:

For Safety – IoT has been employed in Smart Lock-Up to monitor safety in the police lock-up (implemented by the Royal Malaysian Police.
For Community – A community social innovation platform called I-Comm has been deployed to develop applications like flood monitoring. Its scope will be expanded to cover tourism application as well.
For Agriculture – IoT plays a key role to assist the export of premium durian to China and other premium product.
For Transportation – Taxi booking applications have been enabled, e.g. iTeksi, GrabCar.
At the 10th edition of Asia IoT Business Platform two weeks ago, YB Datuk Seri Panglima Madius Tangau, Minister of Science, Technology and Innovation mentioned that following the maturing of IoT technologies in the country, they hope to expand local services to ASEAN markets and ultimately introduce top 5 Malaysian companies to the international stage.

In developing the industry ecosystem, we need all players to work together and demonstrate the value of these solutions in order to convince the end users and investors to adopt IoT technologies.

Over the two days conference, conversations with speakers, public sectors, companies from both solution providers and local end users, etc. led me to the 4 focus markets that have been identified for Malaysia:

Transportation – to improve efficiency and service level of transport operations. Companies like Prasarana Malaysia will gladly welcome solutions that can help improve public transportation and passenger info.
Manufacturing – to enhance supply chain efficiency and reduce the gap between SMEs and MNCs. With manufacturing taking up 30% of the whole IoT market potential in Malaysia, we’re seeing increasing number of services from ERPs, supply chain integration, Digital/Connected Factories to Industrial Automation and IIoT, etc.
Healthcare – to improve healthcare service delivery. Strongly encouraged by the government, solutions like predictive health analytics for hospitals and doctors to deliver better patient care; modernising healthcare with Artificial Intelligence, etc. are currently driven by local startups like AIME, Vital Synapse.
Agriculture – to boost income of the B40 community by enhancing sectorial productivity while preserving national food security. This is particularly seen to be a strategic segment.
(follow my interviews here)

With collaboration efforts between vendors and across industries being supervised by the government, it is without a doubt that IoT would play a big part in achieving our next stage of nation’s growth.

I am happy to facilitate further IoT initiatives and relationships in and across countries, and support MOSTI’s goal to help Malaysian companies expand into the whole of ASEAN region.

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2022-01-05 10:22 | Report Abuse

why I predict this counter ?
ohhhhhhhhhh..................................
predict (OK)

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2022-01-05 10:22 | Report Abuse

@stampid54 lol...

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2022-01-05 10:16 | Report Abuse

So Conclusion : never equate arbb, equate with line. Line is future, Line is prophet.
Line is everything. People don't have new idea, don't have tech engineer . Only line having it.
LINE is everything --- EGO

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2022-01-05 10:10 | Report Abuse

I tot you said don't mentioned international, must use local ma.
Haiaya.... Why friendster, myspace la. AIyooooo....

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2022-01-05 10:08 | Report Abuse

hhahhaahahahaha

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2022-01-05 10:08 | Report Abuse

I got all the answer, TQ for your service

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2022-01-05 10:06 | Report Abuse

ohhhhhh.... don’t guarantee ? Others stock guarantee you ke ? Guarantee to limit up ?
ohhhhhh....ohhhhhh....ohhhhhh....ohhhhhh.... i just know that... WOW

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2022-01-05 10:05 | Report Abuse

Line also very focus.... Focus to be a keyboard warriorrrr....
ohhhhhhhhhh..................................

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2022-01-05 10:05 | Report Abuse

Eh? why.... you not yet answer my question.
Nvmmmmm.....

Ohhhh............golden stock
oh okok, not focus , IoT no focus, erp no focus, line is focus.
Trend need to be focus ?Ohhhh.... I just know that.... Ohhhh

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2022-01-05 09:58 | Report Abuse

ohhhhhhhhhh, potential is not there, then where ?

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2022-01-05 09:57 | Report Abuse

ohhhhhhhhhh............. Sure I am not the better one, but you the best ?
ohhhhhhhhhh............. okok

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2022-01-05 09:52 | Report Abuse

ohhhhhhhhhh......... sometime international sometime local (by line)
ohhhhhhhhhh.........

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2022-01-05 09:51 | Report Abuse

Oh....Airasia/sunway - RI .....
ohhhhhhhhhh................................ok

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2022-01-05 09:50 | Report Abuse

ohhhhhhhhhh................................
don't have ?
ohhhhhhhhhh................................ok

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2022-01-05 09:49 | Report Abuse

ohhhhhhhhhh................................
Why and how ?

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2022-01-05 09:25 | Report Abuse

@line - Same thing don't need to keep repeat one , if you are not keyboard warrior then I think you are alzheimer

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2022-01-05 09:23 | Report Abuse

Yes, I agree. So what is the issue? Is a correction.

Erm, are you ok ?

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2022-01-05 09:09 | Report Abuse

Crazy ? hmmm... So how about your indian tech ?
Doing keyboard warrior .... hahahhaa.... who is keep spamming ?

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2022-01-05 09:07 | Report Abuse

Iot market = global

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2022-01-04 10:59 | Report Abuse

Cloud will be the trend, same goes to arb,

Cloud cosec will make a big changes in the market.

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2022-01-04 10:58 | Report Abuse

https://www.datamation.com/networks/64-percent-enterprises-want-off-the-shelf-iot-solution/

A recent report shows that 64% Internet of Things (IoT) decision makers at enterprises prefer an off-the-shelf IoT solution over a custom offering.

The report by Oracle, “5 Best Practices of Leading IoT Adopters,” indicates that enterprise adopters of IoT are “increasing demand for an easy route to IoT capabilities that provides faster time to value,” according to Oracle in November.

The report shows 75% of respondents want connectivity to be “baked-in” or bundled by the solution provider, and 70% want providers to include data and analytics tools as part of a comprehensive solution.

Other Key Findings From “5 Best Practices Of Leading IoT Adopters”
Commercial off-the shelf products accelerate deployments: Deployment times for commercial solutions average 8.5 months, compared to an industry average of about 11 months, suggesting that the increasing use of standardized solutions is accelerating go-live times. Public safety/government (51%) and utilities (45%) have the most accelerated timelines, aiming for IoT deployment within six months.
IoT projects are shifting from internal and non-core to critical and customer-facing: Almost 90% of projects were described by the respondents as “fundamental” or “very important” to their core business, and just over half of all projects are visible to their customers. This is reflected in cost being ranked as the most important aspect to manage. Deploying the solution ranked highest for utilities (61%) and public safety and government (60%). Other industries such as health care (58%) and enterprise IT (59%), ranked cost to operate the solution highest.
Buyers seek complete solutions: Three-quarters (75%) of respondents wanted connectivity to be bundled in by their IoT solution provider, and 25% are happy for it to not even be a visible component to them. For projects in the planning phase, the trend is even more pronounced, implying bundled IoT offerings will likely be more common in the near future.
Industry standards will drive solution design: Almost all (85%) of respondents have some requirement, either regulatory or based on a desire to comply with standard operational practices, for compliance with standard data formats. This is especially key for industries like health care (71%) and utilities (61%), which reported strict requirements for regulatory compliance. Even in projects where standards are less rigid, such as enterprise IT, 45% still anticipate strict regulatory compliance requirements.
Increased need for analytics built into IoT platforms: IoT use cases based on simple data gathering are diminishing rapidly. Survey respondents said that over 80% of their projects involve bidirectional data flows, rather than simple data gathering from device to application, which will result in a greater requirement for an analytics-driven control loop within the IoT solution.
“Custom solutions are introducing increasing levels of cost and complexity to the deployment of IoT solutions, with enterprises now seeking the fastest path to value in the form of ready-made IoT solutions with connectivity and analytics capabilities built in,” said Andrew Morawski, senior VP and GM, Oracle Communications, Networks.

“5G is critical to establishing this next generation of IoT, especially when deployed as truly cloud-native, leveraging all of the benefits of cloud technology.”

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2022-01-03 09:46 | Report Abuse

Line don't know what is correction, people is ego.... hhhahahah

System, software can't be expensive.

Don't know what is development time, don't know what is IT, AI, 5g....

continue living with his own world.

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2021-12-24 09:44 | Report Abuse

2022 - Year of TECH

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2021-12-24 09:43 | Report Abuse

The needs and demand is growth at 2021. Guess that 2022 will be a big turnover for IoT, Erp and 5g related player. Additional with industry 4.0. there will be something big to turnaround for the tech market.

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2021-12-23 12:03 | Report Abuse

ARB还值得投资吗?

附加股, ICPS、ERP、IoT,这些术语对于普通投资者来说似乎让人费解。 但话说回来,投资机会往往存在于难以分析的数据堆中,ARB会是这样吗? 接下来的分享将让读者们了解更多。

商业模式

有些读者可能已经知道到 ARB 自 2019 年以来的改变,从一个日渐衰落的木材公司转型到IT解决方案和服务作为其核心业务模式。 但更准确地说,ARB主要提供企业资源规划(ERP)和物联网(IoT)解决方案和服务。

对投资者来说这可能很难理解,但接下来我会尝试简化该公司的商业模式。

ERP 只是一种简化的软件和/或解决方案,该软件帮助公司收集和管理其日常业务运营数据,ERP 用户可以从运营数据中识别其业务中未动用的资源,并对其大大地进行优化。

对于物联网,它更难以解释,因为它代表了通过数据传输集成智能设备的整体概览,并且无需复杂的人工干预。 让我举个例子,亚马逊的 Alexa 设备被认为是一种先进的物联网设备,因为它涉及人工智能,简单来说,物联网通常会提高我们的生活素质。


增长前景

相信大家都知道 ARB 的业务似乎很复杂。 我们仍然需要确定该公司的业务是否具有增长潜力。我已从独立市场研究公司 获取了一项研究作为参考。

2019 年全球 ERP 市场规模为 393.40 亿美元,预计到 2027 年将达到 863.030 亿美元,2020 年至 2027 年的复合年增长率为 9.8%。 企业资源规划 (ERP) 是一个模块化软件系统,主要旨在将一个组织的业务流程的主要功能整合到一个统一的系统中。 ERP 系统由核心软件组件,通常称为模块,专注于基本业务领域,如财务和会计、人力资源 (HR)、生产和材料管理、客户关系管理 (CRM)、供应链管理等组成。 公司可以根据业务重要性选择要使用的核心模块。 企业资源规划实现了高效的资源管理和组织活动的整合,并提高了运营效率,从而为企业提供了竞争上的优势。

虽然研究所提到预测的都合乎情理,我们仍然需要小心。 不管怎样,我们稍后会提到这个部分。 该物联网未来又表现如何?

根据 Mordor Intelligence 的数据,物联网市场在 2020 年达到 7614 亿美元,预计到 2026 年将达到 1.39 万亿美元。

增长主要发生在几个工业部门,即制造、零售和医疗保健领域,这些部门已经部署物联网技术来跟踪疾病并处理与疫情有关的数据。

随着全球边缘运算和 5G 基础设施的普及,物联网有望更容易地用于企业发展并以更快的速度增长。 工业 4.0 是专注于自动化制造过程的工业革命,也将从中受益。 在未来,企业将更频繁地将物联网技术用于智能工厂自动化。

老实说,我更看好于物联网 ,因为它与工业 4.0 的关系更密切。 无论如何,目前对于 ARB 来说,未来十分光明。

数字

这里有一些奇怪的地方,我们可以看到 ARB 的净收益或利润一直在增长,但摊薄后的每股收益在 2019 年至 2020 年期间仍然停滞不前或略有收缩。 为什么会这样?尽 管来自雅虎财经的数字并不完全正确,但稀释后的每股收益表明了任何稀释后的预期每股收益,在这种情况下就是 ICPS。

而且既然ARB即将发行配股,不如我们讨论一下。

根据我预测的情景,最有可能发生的是基本情况,预计不会在当前水平转换 ICPS,这是完全合理的,因为转换价格低于当前股价,因此在当前价格转换并没有任何吸引力。


因此,预计扩大后的ARB股份总数约为12.16亿股。


顺便说一下,这些资金预计将用于发展水培物联网,我注意到有几篇关于这部分的文章,所以我将不解释这部分。

然而,如果我们将最近一个财政季度的净利润为 3358.8 万令吉并将其标准化为 4 个季度,我们将得到 13435.2 万令吉。 当然,这是一个预测,并不是每个季度都能赚钱。 接下来我将提到关于折扣的部分。

如果你使用这个数字并根据基本情况计算稀释后的每股收益,将得到 11.044 仙的每股收益,现在你可以根据你想要的任何价值对其进行折扣。

真正有趣的是 ARB 的股价仍然是 15.0 仙,以 ARB 目前的价位来看, 其摊薄价格低于盈利估值的 2 倍, 价格实在是低得离谱。

当然,市场上也有许多关于 ARB 的谣言,但考虑到ARB估值达到5倍的潜在回报,回报比风险高出几倍。 因此,我认为在当前水平上投资 ARB 是安全的。