Scicom already started the AI of chatbot. Furthermore waiting the good news for its MDtec and NIISe2.0 ( Immigresen) project:)

So good Goreng Pisang. It is extremely undervalued stock.

Scicom will team up with Nvidia soon?

Scicom started into AI of chat bot. Hope good news of collaboration with third party soon!

AGM insight during the time I attended:
1. Current staff force 3200
2. Medic Tech will launch next year Jan
3. E govt Malaysia they secured few projects
4. Overseas e govt like Zanzibar now is still doing in process.
5. Core profit is healthy. Healthy cash flow and FCF.

Scicom is having Annual General Meeting tomorrow morning.
so Q1 FY2024 will release at the end of tomorrow evening.
We anticipate the Medic Tech and egovt to be announced soon.

@HengyuanZai looks like you are more worried than us:)
If you really felt not comfortable just one click and sell all and focus on other counter.
Be happy!

@Goreng Pisang
Happy to know their e-govt projects secured.
Thanks for your info.

Material Litigation Writ of Summon and Statement of Claim ( Kuala Lumpur High Court Suit No. WA-22NCVC-88-02/2020)- Material Litigation Resolved.

Scicom secured 7 eleven, China South Airway. Good sign! so far MAS, Celcom , Lenovo progresses very well. Don't forget they have many clients in Sri Lanka too. Heard Firefly also outsourced to them already.

As far I know. New application is RM1k Scicom shared a portion of RM650. Assuming 39k students x RM650= RM25.4mil
We have not yet include other country student.
With Low PE and high DY due to recent war. Opportunity in CRISIS!

Yes. China Student is coming in and benefits EMGS.
Cross border opened- it will definitely boost up Scicom revenue in next Q.
Furthermore the Medic tech and also few e-govt in pipelines.

Low PE around 10. Their Peer Group around 25.
DY so far quite decent with low PE and high ROE and ROA.
Seldom can find counter give you dividend quarterly without failed since 2006

ROE peak due to tax exempt last time.
Now the revenue is picking up only last Q dropped. Because due to transactional volume.
We never mentioned about price will go up. We focus on DY as mentioned earlier on.
It is good DY with QUARTERLY payout. EPF only give us 5.5 to 6% yearly but SCICOM able to give 2cts quarterly with DY at 7.6% if based on 1.05
ROE will slowly pick up once the new project kick in. We just study the moment DY at 7.6% furthermore the price already dropped from his PEAK at 2.37 with low PE. Downsize risk is minimum and potential upward is higher and based on Kenanaga Research fair value at 1.70 just consider the inflow of China students.

DY7.55% I am happy and contented already.
Furthermore the Dividend payout QUARTERLY.
So far I cant find any listed companies paying out quarterly dividend without failed since 2006.

Today just collected at 1.06
with the recent price the DY already at 7.55%. Based on Kenanga Report the fair value is at RM1.70 with the forecast of 9cts DPS FY2024. if 9cts the DY will be at 8.5%
Although we see the price moves very slow. But for long term and compounding it is free cost . Happy to know that recently they also engaged with few e govt projects. We hope the pipeline can be materialised in FY2024

Secured Nestle.

FV 1.60

DY is higher than EPF. Furthermore consistently payout quarterly without failed. It indicates strong cash flow, zero debt, high ROE&ROA. For me just keep for my retirement. Buy & keep only for passive income.

Just keep. Not many counter can give us 2cts per quarter. Furthermore no debt co.

Shopee outsources to Scicom for recruiting their agents . It definitely increase scicom headcount.

Yes. What I hope for is few e govt projects after MCO

Starhub& M1

Once price keep going up volume will automatic release .

Dear value investor@79.. if expected growth this year we take min 10%+..We expect yearly EPS @12 cts. Usually the BPO range between 18 to 20 times. if we take 18x12= RM2.16
We may take the max conservative view at RM1.50

True Amily. just a very recent example..My condo at casa kiara only can rent out at RM1.8k to 2k last year,. Sold around 650k last year.. and now I put in Scicom can get average RM4k monthly without worry on tenant, maintenance fees.

it is extremely undervalued co at 1.08 price currently. Usually BPO valuation PE around 20 to 25. Accenture PE is around 25. But Scicom 0099 PE less than 12. Furthermore with high ROE and ROA. ROE @27% zero debit and consistently paid out dividend quarterly since 2006 without failed. Furthermore it is recession proof and free counter.

But overall they still aggresively recruiting staff. Besides that just sit & wait for big e govt projects to be announced soon.

Their business model is great but if you look into their business segmentation they start bringing in education business already. Heard they already ready for medical apps link between Hospital & Insurance co to expedite the claim etc

2cts per quarter dividend. X 4= 8cts. Total yield 7.5%. Much better than FD&EPF return. Quarterly compounding effect & above all REITS return in Malaysia. Never failed giving out dividend quarterly since 2006. Real cash needed for Dividend means this co is fundamentally strong.