So, can other companies adopt what ARBB is doing? The short answer is no. ARBB's unique business model disable most, if not all close competitors in the ERP sector.

With the experience gained from its JVs, ARB has a better appreciation of the requirements that users (business manager etc.) deployed on the ground have. It has therefore been able to tailor its ERP portfolio to be highly aligned to the challenges that SMEs typically face which include:


Improving management integration;
Gaining oversight on the costs and benefits from various business activities;
Engaging in data-driven strategic planning;
Instituting strict financial control measures;
ARB’s ERP solutions are also highly scalable according to the needs of its customers (particularly SMEs) especially in the following areas;
Incorporating machine learning, AI and data analytics tools to automate operations, business intelligence and marketing purposes;
Achieving integrated supply chain management with a focus on visibility over warehouses and inventory;
Accommodating multi-level membership/referral programmes;
Integrating e-wallet solutions in retail systems;
Optimizing backend operations to improve operational efficiencies; and
Possessing the versatility required to handle operations across a wide range of industries.

ARB’s key strengths include its design and development capabilities that allow it to create ERP solutions from the ground up – allowing it to craft highly customized systems that can cater to the varied needs of different industries, from retail to agriculture. In this way, ARB is able to cater to the specific needs of its target customer, who typically have very unique requirements with respect to system dashboards, customer support and applications & modules.

Below are the excerpts from Frost & Sullivan analysis, I thought that it would be quite a good read for new investors to understand more about ERP and IoT sector. And of course - ARB BERHAD (7181)

https://klse.i3investor.com/blogs/gmarb/2020-08-25-story-h1512515716-ARBB_7181_A_letter_to_shareholders_Hard_Cold_truth.jsp

Dear shareholders / investors of ARB Berhad (7181),


I had invested in the company since 2018. I had witnessed the ups and downs of the company, the exponential growth and dramatic change in business model. As an investor of the company myself, I have to clarify something extremely sad and hard truth about the company.



The truth is, after days of investigations, we had confirmed that the accounts that are attacking ARBB comes from a similar group of people. So one might think, surely these people had too much time on their hand aye?



No. There's the furthest from the truth.



The truth is, these people are investors and / or traders of ARBB themselves. So why are they attacking the company / new management?



It's simple. There's people are collecting the shares of ARBB at strong support level (If you noticed the trend of ARBB, the company's share price has been moving in a very tight range), and dispose it simultaneously when they spread negativity in this forum.



You can match the time of large disposal of shares and the timing of negative comments.



They had done this numerous times, and although I hate to admit it, but these people do influence new investors. So, I really like to thank people who stand up for ARBB, my salute to you, who is insightful and intelligent enough to not get swayed by such attacks.



These group of people had been reported to 2 entity, namely the MCMC and SC. So, I hope they would do something soon. But if they don't (Or they simply can't), we will have to stand out and keep reminding investors to stay away from the negative comments and focus on the growth prospects of the company.



Again, with ARBB's recent 4 quarters of cumulative RM 36.40 Million, them having a market cap of RM 135 Million is not an understatement, but ultra-undervalued.



So, let's fight against these manipulators of share price and let the market discover the true value of ARBB!

ARB公司 疫後見商機

購買/訂閱《資匯》電子報，請登入 https://busyweekly.pressreader.com/

訂閱BusyWeekly Youtube頻道

轉型為純科技的ARB公司（ARBB，7181，主板科技股）指出，新冠肺炎爆發雖然導致公司一些計劃延遲，但亦帶來商機：一些曾將ARB公司拒之門外的潛在夥伴，意識到善用數碼科技才能使生意更上一層樓，而紛紛回頭接洽。

該公司也相信其獨有的盈利分享模式，將會讓公司脫穎而出。
更多精彩請參閱8月22日上架的第596期《資匯》！

https://www.facebook.com/BusyWeekly/videos/363353974662650

In a filing with Bursa Malaysia, XOX said its wholly-owned XOX Wallet Sdn Bhd had on August 24, entered into an agreement with Alipay for the blockchain solutions.

XOX, a mobile network service provider, said the agreement with Alipay was effective from August 24 this year for three years.

A company director who spoke on condition of anonymity said the signing of the agreement with Alipay was timely given that Ant Group would launch an initial public offering (IPO) this year.

Ant Group, the payment- and finance-focused sister company of the Chinese e-commerce titan Alibaba founded by Ma, recently announced plans to float on the Hong Kong and Shanghai stock exchanges in a move that could value the company at US$225 billion.

It was reported that Ant Group could raise up to US$30 billion in the flotation, making it the world's largest IPO, overtaking the US$25.6 billion raised in the Saudi Aramco IPO in December 2019.

"We are happy to be associated with such a large group that is controlled by the infamous Jack Ma. We hope this would be a long term partnership with Alipay and that could ride on the future growth of the company and Ant Group," said the director.

Shares of XOX attracted heavy interest yesterday.

It rose 4.5 sen or 18 per cent to reach a four-year high of 30 sen in afternoon trade.

The stock closed 29.5 sen.

It was also the most active stock on Bursa Malaysia with around 563.1 million shares traded.

XOX said the agreement with Alipay would not have any effects on the share capital and shareholding structure of the company.

It is also not expected to have any immediate material effect on the earnings per share, net assets per share and gearing of XOX for the financial year ending September 30, 2020.

XOX said the agreement, being incurred in the ordinary course of business, was also not subject to the approval of the shareholders.

https://www.nst.com.my/business/2020/08/619661/xox-offer-blockchain-based-solutions-asia

https://www.facebook.com/vyconchong

Dear shareholders / investors of ARB Berhad (7181),


I had invested in the company since 2018. I had witnessed the ups and downs of the company, the exponential growth and dramatic change in business model. As an investor of the company myself, I have to clarify something extremely sad and hard truth about the company.



The truth is, after days of investigations, we had confirmed that the accounts that are attacking ARBB comes from a similar group of people. So one might think, surely these people had too much time on their hand aye?



No. There's the furthest from the truth.



The truth is, these people are investors and / or traders of ARBB themselves. So why are they attacking the company / new management?



It's simple. There's people are collecting the shares of ARBB at strong support level (If you noticed the trend of ARBB, the company's share price has been moving in a very tight range), and dispose it simultaneously when they spread negativity in this forum.



You can match the time of large disposal of shares and the timing of negative comments.



They had done this numerous times, and although I hate to admit it, but these people do influence new investors. So, I really like to thank people who stand up for ARBB, my salute to you, who is insightful and intelligent enough to not get swayed by such attacks.



These group of people had been reported to 2 entity, namely the MCMC and SC. So, I hope they would do something soon. But if they don't (Or they simply can't), we will have to stand out and keep reminding investors to stay away from the negative comments and focus on the growth prospects of the company.



Again, with ARBB's recent 4 quarters of cumulative RM 36.40 Million, them having a market cap of RM 135 Million is not an understatement, but ultra-undervalued.



So, let's fight against these manipulators of share price and let the market discover the true value of ARBB!

Good post~

https://klse.i3investor.com/blogs/gmarb/2020-08-25-story-h1512515716-ARBB_7181_A_letter_to_shareholders_Hard_Cold_truth.jsp

Conclusion:

In any investment decision made, confirm there is a risk present. You drive on the road also got risk, you take flight also got risk. Risk is always present. What is important is put all facts together and see from that angle. Make your own decision and I wish you all the best. Please bear in mind, think carefully and rationally, don't just accept what I write, you must always be sceptical. You guys are awesome, in your own way.

PS: My comments are removed on 14/8/2020 if you guys realised. Normal conversation being removed, meaning a few things:

1. The operator saw my article and comments and paid i3investor to remove those comments made.

2. Negative people complain for whatever reason making my comments and few others dissapear.

3. And FYI people who keep spreading negative things are the one who are not helping anything about the stock. Why would you sell when the fundamental are good? Even if you buy high, when you sell is confirmed is you're already make losses. Just see those who make comments asking ARBB to drop more.

4. Since my comments are removed, I will surely buy more since certain people do not like what I did. What I did is just write 3 articles of facts.

Re-read my 3 articles to make sure you have a strong convinction and confidence.

Disclaimer

The research, information and financial opinions expressed in this article are purely for information and educational purpose only. We do not make any recommendation for the intention of trading purposes nor is it an advice to trade. Although best efforts are made to ensure that all information is accurate and up to date, occasionally errors and misprints may occur which are unintentional. It would help if you did not rely upon the material and information in this article. We will not be liable for any false, inaccurate, incomplete information and losses or damages suffered from your action. It would be best if you did your own research to make your personal investment decisions wisely or consult your investment advisor.

What you can do if you're looking at this Company as a long term good share?

1. Educate people by sharing this article, so they will know this Company inside out. If you see people in KLSE screener, OMG I can tell you what they write is really funny. Absolutely zero knowledge about this Company.

2. Patient, patient and patient

I'm writting to give more informed facts to potential true investors, to look into the potential of this Company. By attracting good quality investor who are informed then I can expect the share price to go up in the future. If I try to keep telling people buy buy buy there is no use. The share price won't move due to the quality of investor/shareholders of inferior quality. Everyday also so negative, how it bring good to the share?

Another thing is the operator for this counter is brutal. To understand this you need to see when this new shareholder come in to the Company and from then you see the pattern of chart. If you see 2 May 2019 at the top, this operator know how to push one. The thing is they have frustate a lot of people by 2 quarter consecutively after it is out the share start dropping. It seems they are accumulating at a certain range and push a bit make people panic. You can open the chart and see for yourself if you have time. You can see a lot of angry people due to this. Because the people behave like this everytime panic sell the operator happily follow the same method. Until your mindset change, then maybe the operator will be confused a bit. Ikan bilis not always will lose to shit head operator like that, you need to change a bit of strategy.

3. Buy as low as you can to be safe. The upside is tremendous if you believe in ARBB.

Dividends

Please don't ask me why this stupid Company don't give dividends? Hello, if Company is expanding rapidly and experiencing growth they won't give you dividends one la. Why? Give you dividends already how to grow fast? Company that give you dividends in general they are quite stable and most of them are rarely expanding. Take BAT as an example, not only its not expanding its performance have been terrible. I take the most easy example so you can understand.

So everything seems good with a little risk? But why a lot of people say this is a con man counter? Oh because always goreng tak jadi? Volume a lot but cannot move one?

This you need to ask the existing holders. I will tell you in summary why this Company cannot move up.

1. Complains about auditor not doing their job well. I myself had uncovered a fraud case when I'm an auditor and the director go to jail because of that. Then I ask you one thing. Why my name is not well know one ah? If your Company got fraud case, you want to publish in newspaper one ah my friend? Of course you low profile as possible, otherwise who dare do business with you? You always see in news those news that say auditor never do job well, but I tell you how many cases we caught do you even know? Audit fee for ARBB is around RM68k in total and RM36k for non audit services. Total is only around RM100k. For such a low audit fee, the partner signing the account want to risk his/her reputation? ARBB is audited by RSM which is a respectable mid tier firm. You go ask auditors if every year their work in the same Company they auditng increase or decrease please? And I tell you auditor have lots of compliance thing to comply to.

2. The quality of the investor and shareholders. An example, glove counter investors always concern about earnings first. Share price is never an issue. ARBB investors? Day in day out complain why share price don't increase although earnings is good. There is a difference in this, maybe if you look it's the same but its not. If you have a lot of investor the character is panic sell one, do you think your share can go up? A bit a bit of drop they go throw all of their shares. You tell me. And please don't underestimate idiots ok. They may be idiots, but you never know it can be that they are very rich. Maybe good in doing certain things but just when come to shares they suck. Don't underestimate this group. Idiots sometimes can be rich while you how intelligent you are might be a poor person. Sometimes no logic but my friend that's reality.

Mentality of the existing investors need to educate them and create awareness to them, accept it or not it is really up to them. I can't change them. What I can do is to write an article to create awareness. That's the only thing within my power. If you ask me how long I took to understand the whole Company, it's two days.

https://klse.i3investor.com/blogs/gmarb/2020-08-24-story-h1512509865.jsp

True, a dog does what he do best --> barking

aiyor, still spamming the same thing? can be creative abit?

JV to diversify revenue stream. Inari also plans to pursue intellectual property (IP) protection upon getting qualified by potential customers. This will allow the group to sell equipment to external OSATs. We are positive on this JV as it is in line with the group’s long-term effort to diversify revenue stream and reduce reliance on current key customers. Management has yet to provide any guidance on the potential contribution but given the lengthy process of equipment development and IP registration process, we expect meaningful contribution only in 1-2 years.

SunCon: 2Q earnings down, keeps RM2bn new orders target. Sunway Construction’s (SunCon) net profit slipped 93.4% YoY to RM2.19m in 2QFY20. “The decrease was due to both construction and precast segments," it added. This was due to the impact of 2.5 months of MCO and CMCO. "Despite construction being able to initiate work earlier, we were hampered by inability of the test lab to cope with the amount of testing as it was compulsory to have all our foreign workers tested before commencing. MD Chung Soo Kiong said the group had retained its RM2bn of new orders target this year. (The Sun)

T7 Global: Secures two supply contract extensions. T7 Global has bagged two contract extensions, one each from Hengyuan Refining Company and PTS Resources SB. The value of both contracts will be as per the order request and pricing stipulated in the contracts, it said. The first contract involves the supply SBM hoses and accessories to Hengyuan, while the second contract is for the extension of supply of battery systems. (The Edge)

Bonia: To buy land in Bukit Bintang for RM49.35m. Bonia Corp is buying two parcels of land in the Bukit Bintang area for RM49.35m cash. It has entered into a sale and purchase agreement with the vendor Capital Land SB to acquire two pieces of freehold land. "The acquisition is a good opportunity for Bonia and CBSB to potentially enjoy both capital appreciation and rental income due to the strategic location of the lands. Besides, Bonia and CBSB can also further increase their source of revenue and income stream from the lands,” it said. (The Edge)

作者总结：

整体上来说，小编认为 JCY 能在 MCO 期间还公布盈利已经是非常不错了 尤其是他们在 4 月份左右是以 Reduced Capacity 营运的，换句话说就是 Costs per product 会提高（增加成本），而管理层也提到说在 MCO 期间他们的 Shipment Quantity 有下降！



从这里的迹象来看的话，JCY 下个季度很有机会可以表现得更好啊！

以大趋势来说的话 JCY 的 HDD 相关产品是有需求量的，尤其是在 COVID-19 后人们的工作习惯开始转变，Work From Home（“WFH“）在 不久的未来或许是常态！



因此，云储存所需要到的 HDD 会提高，而 SSD 小编的看法会是在 Laptop 方面看到需求量增长！

当然，JCY 这家公司在目前会有比较多的谣言，传言说下个季度会很 “Superb“.. 不过小编认为传言还是听了就好，还是需要自己做功课的！从目前的状况看来，这个传言是有可能的哦..

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?