Posted by lxx9328 > 2023-03-14 11:34 | Report Abuse

Shareholders are expected to make share buy back before end of March and to meet dead line for Year 2022 financial Year.

Posted by Why2TellMeWhy > 2023-03-14 15:37 | Report Abuse

wtf. SVB impact so huge to malaysia. KLCI index below 1400!

Posted by lxx9328 > 2023-03-14 17:29 | Report Abuse

Actually not really. Just big shark take small fish for granted (Lehman 2.0). Opensys steady income and good dividend company falling from high 0.40 to low 0.325cents (25% decline). It considered over sold level.

Posted by Why2TellMeWhy > 2023-03-14 17:40 | Report Abuse

wah... Malaysian banks kena kao-kao. SVB has linkage to Malaysia banks is it?

Posted by lxx9328 > 2023-03-14 17:56 | Report Abuse

Based on capacity. Malaysian banks will not go bankrupt easily as Malaysian banks are less expose to US deposits is compared to Singapore (Insignificant exposed). But it will not stop some small fish who less capacity to hold the share and do a panic selling. Winner will be rewarded to people who have solid holding force to face market crash due to panic selling.

Posted by lxx9328 > 2023-03-14 18:02 | Report Abuse

But from Year 2019 trend (continued hit record profit in past 3-4years after bonus share issued) . We could look forward that, Opensys will make additional reward to share holder on soonest or later.

Posted by Why2TellMeWhy > 2023-03-14 22:39 | Report Abuse

true also. volume not much but small fish lari also sakit ooh. Ada seller sure Ada buyer geh

Posted by icst1975 > 2023-03-15 14:15 | Report Abuse

Go Go Holland

Why2TellMeWhy &
lxx9328
Stock: [OPENSYS]: OPENSYS (M) BHD
3 weeks ago | Report Abuse
hehe... collect collect 375

Posted by Why2TellMeWhy > 2023-03-15 16:22 | Report Abuse

icst1975 - haih.. sibeh pain 8% paper loss. should I cut loss or not? Hahah

Posted by Why2TellMeWhy > 2023-03-15 16:26 | Report Abuse

SVB impact Malaysia banks kao-kao. Better cut loss guys.

Posted by lxx9328 > 2023-03-15 18:13 | Report Abuse

Holding force power is very important but depend on ur capacity. If based on dividend payout ratio. We can expect Opensys' business and revenue to do well moment by moment. Usually companies with steady income and good dividend payments, such as Opensys. Before the good news comes out, someone may press down to collect.

Posted by icst1975 > 2023-03-16 07:53 | Report Abuse

Opensys earning had stayed more or less flat at about 11 mln for 4 years. since FY2019. Current dividend payout of ~53.4% gives a DY of some 3 - 4%. This could not support a significantly higher share price as earning growth is more or less stagnant. If management of OPENSYS can increase its dividend payout to about 90% of its annual earning, its share price could likely increase to ~RM0.62. Current average share price of ~RM0.36 and div payout of RM0.014 p.a. gives DY of ~ 3.9%. This is not attractive when it is compared to for example Maybank which has a DY of typically between 6.5% to 7%. If OPENSYS div payout could increase to RM0.024 p.a., OPENSYS average share price could increase to ~RM0.62 ( RM0.36*0.024/0.014 = RM0.62). OPENSYS is a net cash Company with cash position of about RM0.083 per share or about 25% of its market cap.

Posted by ONG1818 > 2023-03-16 08:01 | Report Abuse

Woo... Received OPENSYS Dividend bank in from Maybank. That mean most of Opensys money very safe & secured.

Posted by alex > 2023-03-16 10:45 | Report Abuse

past weeks many chase and hurry bought at 0.37 and above.. and excited to see it break the 0.40 resistance then continue the uptrend cos company's future is bright and prospect... now people busy throwing to 0.32... but not much buyer interested at this low price ?? investor like buy high sell low ?? or scare it will drop to below 0.30 anytime?? loss confident when seeing the price keeping down...

Posted by Why2TellMeWhy > 2023-03-16 12:26 | Report Abuse

icst1975 - thanks bro for the calculation. this is the first time I saw such calculation. Interestingly the outcome of 0.62 you got there is very similar to the value from discounted cash flow calculation. Hehe. I have seen analysts using dividend discount modeling for dividend based intrinsic value. I like your dividend based relative extrapolation.

Posted by lxx9328 > 2023-03-16 18:00 | Report Abuse

What noticed from the Opensys price movement. Smells like a big shark dump in the morning and a Q buyback in the afternoon. Earn a day trading money. This kind situation of panic selling is a good time for such people to make money but retail investor will be suffered due to force to sell.

Posted by lxx9328 > 2023-03-16 21:59 | Report Abuse

1st - Are we believe Opensys Steady fix income will be affected by US bank collapse - Answer = No (Unless Bank in Malaysia collapse. But chances is less due to business model in Malaysia is different from USA)

Posted by lxx9328 > 2023-03-16 22:01 | Report Abuse

2nd - Do we believe Opensys will stop paying out dividend - Answer = No (Because Opensys is non stop paying out dividend since 9-10years ago). We do believed Opensys will continue paying out dividend if company continue making profit

Posted by lxx9328 > 2023-03-16 22:11 | Report Abuse

3rd - Cash Inside Bank = 0.08/cents/share. NTA=19cents, Dividend Yield @0.32cents = 4.38%. If based from this kind of steady company. Most institution fund were waited for keeping the share if share price fall further. The more share price falling the more higher dividend yield which will attract more fund into company

Posted by lxx9328 > 2023-03-16 22:16 | Report Abuse

4th - Current situation is just temporary. Gov already well prepared after Lehman Brother collapse. After 2008-2013. Almost 20-30 banker in USA collapse. But it does not affected banking system in Malaysia

Posted by speakup > 2023-03-16 22:25 | Report Abuse

i agree with 1st.
50-50 with 2nd cos i know some companies which used to pay dividend for many years suddenly stopped paying dividend.
i disagree with 3rd. cash per share of 0.08sen/share is really nothing to shout about. dividend yield of 4.38% is also nothing to shout about. for example insas cash per share is rm1.13/share compared to its share price of 75.5sen! sunreit dividend is almost 6%!

Posted by ONG1818 > 2023-03-16 23:52 | Report Abuse

Hi Speakup. Insas ald sold profitable core business (credit card). If today Insas close shop. Yes. RM1.13. But insas still listed. Long run. Cash burning liao. If not. No need issue right issue on 2021

Posted by ONG1818 > 2023-03-16 23:56 | Report Abuse

Sunreit. 6% yes. But not consistent and cash bal can't compare w/opensys.

Posted by ONG1818 > 2023-03-17 00:02 | Report Abuse

Opensys div consistently. Cash bal good. Less exposure to high risk business.

Posted by ONG1818 > 2023-03-17 00:10 | Report Abuse

Speakup. By the way. U lose money on Opensys?

Posted by Why2TellMeWhy > 2023-03-17 12:06 | Report Abuse

Good sharing guys. Keep it coming as the market force from SVB bank impact is slowly digested. Positive and negative comments are good - check and balance.

Posted by Why2TellMeWhy > 2023-03-17 12:11 | Report Abuse

The more negative comments the better it is. Helps to test 305 support level and chance to collect for believers.

Posted by ONG1818 > 2023-03-17 20:38 | Report Abuse

Just heard from news people will move back $$ from USA back to Asia.

Posted by ONG1818 > 2023-03-17 20:39 | Report Abuse

US bank not save for now. Expect US-RM will fall back to 4.1-4.2 range

Posted by ONG1818 > 2023-03-17 20:41 | Report Abuse

Hope Good news for opensys. Investor like Div stock

Posted by speakup > 2023-03-17 20:55 | Report Abuse

Looked at Opensys b4
But after studying decided not to buy

Posted by lxx9328 > 2023-03-17 23:10 | Report Abuse

it's a natural reaction for anyone who burns their hands on this counter. Big sharks is used to kick us small fish out before could goreng. Hope the person who gave this counter all the best

Posted by lxx9328 > 2023-03-19 18:19 | Report Abuse

With its stock down 16% over the past month, it is easy to disregard OpenSys. But if you pay close attention, you might gather that its strong financials could mean that the stock could potentially see an increase in value in the long-term, given how markets usually reward companies with good financial health

Posted by lxx9328 > 2023-03-19 18:19 | Report Abuse

Return on equity or ROE is an important factor to be considered by a shareholder because it tells them how effectively their capital is being reinvested. Put another way, it reveals the company's success at turning shareholder investments into profits

Posted by lxx9328 > 2023-03-20 02:30 | Report Abuse

https://www.thestar.com.my/news/nation/2023/03/19/pm-will-look-into-tng-monopoly-of-highway-toll-collection-system

Posted by lxx9328 > 2023-03-20 02:30 | Report Abuse

PM will look into TnG monopoly of highway toll collection system

Posted by lxx9328 > 2023-03-20 02:37 | Report Abuse

Let we see any chance for Opensys to have a piece of the Revenue pie?

Posted by ONG1818 > 2023-03-20 17:45 | Report Abuse

Yaya... If have chance. I think opensys can take this opportunity. Then opensys will hit RM1 soon

Posted by lxx9328 > 2023-03-21 01:30 | Report Abuse

Sooner or later the banking turmoil will end. Get ready for return back to an uptrend mood

Posted by lxx9328 > 2023-03-21 01:31 | Report Abuse

At first glance, OpenSys seems to have a decent ROE. On comparing with the average industry ROE of 11% the company's ROE looks pretty remarkable. Probably as a result of this, OpenSys was able to see a decent growth of 7.4% over the last five years.

Posted by lxx9328 > 2023-03-21 01:32 | Report Abuse

on comparing with the industry net income growth, found that OpenSys reported growth was lower than the industry growth of 11% in the same period

Posted by lxx9328 > 2023-03-21 01:49 | Report Abuse

https://www.theedgemarkets.com/node/659977

Posted by Why2TellMeWhy > 2023-03-21 16:44 | Report Abuse

lxx9328 - good one. more payment option means more kiosks needed. Or at least more servicing/maintenance/upgrade needed for the existing kiosks out there.

Posted by lxx9328 > 2023-03-22 01:50 | Report Abuse

Earnings growth is a huge factor in stock valuation. It’s important for an investor to know whether the market has priced in the company's expected earnings growth (or decline). This then helps them determine if the stock is placed for a bright or bleak future. Is OpenSys (M) Berhad fairly valued compared to other companies

Posted by lxx9328 > 2023-03-24 00:23 | Report Abuse

With a three-year median payout ratio of 40% (implying that the company retains 60% of its profits), it seems that OpenSys (M) Berhad is reinvesting efficiently in a way that it sees respectable amount growth in its earnings and pays a dividend that's well covered.

Posted by icst1975 > 2023-03-26 16:37 | Report Abuse

lxx9328: what were you talking about ?
Profit more or less flat for 4 yrs (2019 to 2022). ROE declined from 17.7% in 2019 to 13.8% in 2022.

FY NP (mln) NP to SH (mln) ROE
31.1w.2019 11.1 11.1 17.7%
31.12.2020 11.1 11.1 10.3%
31.12.2021 11.1 11.0 14.5%
31.12.2022 11.7 11.7 13.8%

Posted by lxx9328 > 2023-03-26 17:39 | Report Abuse

OpenSys (M) Berhad has paid dividends over a period of at least ten years which means that the company is pretty serious about sharing its profits with shareholders

Posted by CyrusQ > 2023-03-26 19:40 | Report Abuse

heading back to 14 cent ?

Posted by lxx9328 > 2023-03-28 01:44 | Report Abuse

https://www.theedgemarkets.com/node/660866

Posted by lxx9328 > 2023-03-28 01:46 | Report Abuse

First Citizen Bank inquired SVB Bank revealed that wealth firms are looking to expand their businesses through mergers and acquisitions opportunities. Solid fundamentals Companies always play an important role in expanding their business through mergers and acquisitions.