Posted by megat36 > 2020-05-14 01:08 | Report Abuse

morning will be bloodbath...many people got screwed 2nd session,cant cl...

Posted by wutohpakhang > 2020-05-14 06:52 | Report Abuse

its okay..strong company..still get dividend maa...hold tight2

Posted by rainning > 2020-05-14 09:42 | Report Abuse

still sleeping. pkp...

Posted by amateurJR > 2020-05-14 11:41 | Report Abuse

Quite confident 1st qtr result 2020 will beat 1st qtr result 2019.

Posted by amateurJR > 2020-05-14 11:42 | Report Abuse

I choose this counter due to its growth prospect for the past few yrs.

Posted by Saltedfishturnover > 2020-05-14 12:24 | Report Abuse

When is the QR come out?

Posted by amateurJR > 2020-05-14 12:32 | Report Abuse

30th May 2020

Posted by SuperPanda > 2020-05-18 12:13 | Report Abuse

this is siput counter, nobody wants to pump and dump so it will move slowly

not suitable for those who want to get rich fast

Posted by SuperPanda > 2020-05-18 18:09 | Report Abuse

a siput counter also will not make you broke fast too, so its fair

Posted by amateurJR > 2020-05-18 18:49 | Report Abuse

Goof qtr result. Steady

Posted by SuperPanda > 2020-05-18 21:56 | Report Abuse

not very good but not bad either but taking mco in place, it consider within expectation, and it pay div too

will hold till hit TP 44c

Posted by liang408 > 2020-05-18 22:08 | Report Abuse

Tmr let's push it

Posted by amateurJR > 2020-05-19 09:51 | Report Abuse

Sorry for those noob who compare this qtr result to last qtr. This stock is not for betting on QonQ. Its sales and profit are normally low in 1st quarter and high in last qtr. The performance of this stock is reviewed based on its annual financial result.

Posted by TWINBEST > 2020-05-19 14:36 | Report Abuse

just want to check, has anyone received the 1st interim dividend supposed to be paid on 13-04-2020? Somehow I haven't received in my bank.

Posted by Awangtoklah > 2020-05-19 22:10 | Report Abuse

I received it

Posted by limitupupup > 2020-05-20 11:34 | Report Abuse

good ctr, good for high dividend. can keep now

Posted by Abang Mad > 2020-05-29 15:00 | Report Abuse

profitable counter...buy..buy...buy

Posted by Ali_gogogo > 2020-05-29 15:09 | Report Abuse

speculator selling, run!

Posted by Abang Mad > 2020-05-29 20:47 | Report Abuse

Bawa bertenang bro....next week will up slowly

Posted by zhangliang > 2020-05-30 01:25 | Report Abuse

Break 37.5 sens, off we go

Posted by M3T0123 > 2020-05-31 12:33 | Report Abuse

Gents, looking on the opensys AR and would like to understand more on the company and appreciated that sifu here can enlighten here.
Based on the AR, Opensys proclaimed to have installed 3900units and dominated 80% market share for as its OKI partnered CRM. However, it is already 80% market and how much opensys to gain more on this market share and there is no news on opensys to expand regionally? Also, company like NCR, Diebold Nixdorf and other big names and they are not doing so well out there.
Apart from their main business, there is few interesting takeaways from Opensys AR:
1. Branch of The Future(BOTF) (Does anyone have any good info? It seems to futuristic to me and read some news a few big names in US/UK had done but not sure how much Asian countries can receive this futurustic concept.
2. Digital Kiosk or White Label Kiosk - Anybody got good info on how many machines or kiosk deployed, how friendly are their kiosk and how much re-curring income they can achieve, not to forget what's market share they can achieve.
3. Buy-solar - They just launched last year and however, I could not locate any forum or discussion on great platform to discuss on this and how much acceptance of this software to end user or consumer. Also, there is no clues in the latest QR citing either on this.
4.Smart CIT - Any good info to be shared. They said that it is on trial mode with one of customers

Perhaps the above should be addressed during AGM. However, appreciated that the great sifus here can englight abit.

Posted by zhangliang > 2020-05-31 15:11 | Report Abuse

My humble view :

1. 80% market share shows market leader position & strong base of recurring income (y i like)
2. Big brands MNC not doing well, simply because not competitive & poor service..
3. BOTF is future blueprint, meaning it is conceptual & new proposal to clients 2 adopt. If can bring new revenue stream worthwhile...
4. Buy solar - Govt change affected adoption rate. Govt push, private sector 4llow. Tats the plan. Nd more time.
5. We will wait for QR 4 explanation on progress...

Most importantly, Opensys was oredi undervalued 2 begin with. Giving gud DY & protected from down cycle. Hence, TP 50 sens is not farfetched...Wat say u?

Posted by Ableloser > 2020-05-31 15:16 | Report Abuse

thks. for sharing...

Posted by M3T0123 > 2020-05-31 19:11 | Report Abuse

Hi Zhangliang, thanks for your insight/view.

No doubt that Opensys proclaimed to be market leader in Malaysia. However, the question will be how this company can go beyond i.e. regional expansion. What will opensys go in the longer run with this CRM, another 20% market share to go? That already hits ceiling and what's next?

Yes, it looks quite undervalued that 11m PAT(based on 2019 AR), with only 109m market capital and 4m divvy. For this micro-cap company, with 5yrs(accumulated, 2015-19), total PAT stood at 41m and dividend payout is 17m and top shareholder listing is made up of their top management, will they be contended with the dividend plus bonus and salary. What dont they re-deploy most of their earning into capex for develop more earning-driven vehicle

For the big company, you mentioned that there are not competitive and poor service. Appreciated that you can share those lesson learnt as most of their management is coming out from NCR corp from older days. Would be much interested to know how opensys can be more competitive than those big players in the game and they are pioneers. For opensys, they still need to rely on OKI Japan to bank on the technologies and others application needed.

For all the software development i.e. BOTF, it had been existed in AR for 2 years more and there is no further concrete news on it. How much $$$ had been invested and what's opensys going to get out from it.
As for buy-Solar, as i said earlier, there is no transparent news or discussion on it and what's rate acceptance by end user, we dont know. If not, it is just a another display.

I am still very new in the investing circle, very tiny stake in it. However, I would like to understand more on the company profile and business before making next move.

Thanks great sifu.

Posted by rainning > 2020-06-01 18:14 | Report Abuse

Everything looking good. No one want to goreng.

Posted by GuShen2020 > 2020-06-01 21:26 | Report Abuse

Hi M3T0123
I think the 80% market share refers to CRM market meaning currently there are 100/80 x 3900 = 4875 installed CRM for all the banks in Malaysia now. And, OpenSys has 3900 units installed.
From the AR, it mentions that there are 17,000 units of ATMs, CDMs & CRMs in the market, minus the 4875 units of CRMs, the balance units of ATMs + CDMs is 12,125.
Assuming the price of CRM machine+SW+professional service is RM80K each, the potential sales revenue for replacing all the 12,125 units will be close to RM1B.
So, the growth for CRM solution alone is still tremendous!

Posted by GuShen2020 > 2020-06-01 21:30 | Report Abuse

只欠东风

Posted by zhangliang > 2020-06-01 23:43 | Report Abuse

Haha wat did i say - break 37.5 sens charge 2wards my TP ! Tomorrow break 40 sens, long awaited rally.

M3T0123, I think its gud u r so careful. Not sure if u buy in d. All ur questions v gud, y don’t regional expansion, y don’t redeploy cash into capex for development. I think not all business is about keep on expanding every yr, there must b time 2 digest & stabilise, focus establishing market leader position, servicing your client properly. If all the orders on hand cannot handle properly & keep talking about expanding, new capex, I think tt is not prudent management.

BOTF is gr8 concept but 4 clients (banks) 2 buy in nd 2 justify. CRM machine straight 4ward, 1 machine replace 2. Cost almost half. BOTF, is new, r the banks doing well now in Msia?

Buy solar, announced less than 1 year, plus govt regime changed in Feb, new govt only busy lining their pockets & getting 2nd salary, tell me which minister in tis govt properly pushing policy?

What did WKS as new Transport minister did? Nothing. How about the new environment minister? Nothing. Don’t 4get Doraemon, Air Suam & lain-lain. Solar adoption took so many yrs, u cant expect miracle platform in 1 less than 1 yr all set up, every1 active buying and installing.

My humble view.

Posted by M3T0123 > 2020-06-02 08:50 | Report Abuse

Hi GuShen2020, thanks for your in-sights on the numbers of CRM(s) and those figures are coming out from ABM and whatever stated by your goodself is all your assumption, no offence. If this reality, i think that opensys management should put those numbers(as per your assumption) as their management target to tell investors in the longer run or their visionary plans. But, we don't see that in the AR or QR citing.

Hi Zhangliang, yes i do have bought some to give an opportunity to attend AGM to learn more. As i mentioned earlier, opensys is a small fit company which required more "growth" to move itself to next level. Are we as investors really happy with opensys with only 100-150m market capital, without growing further while maintaining its order/services to their cleints. If the management guided that way, it is quite a disappointing fact to start with as it need to grow. As mentioned to Mr. Gushen2020, we need to have more management insight on the earning/growth visibility at least coming 2 years, where will opensys be?

I did not expect miracle to happened over short span of timing. As an investor, why dont we be curious about on how those new tech developed by opensys, at least some platform to discuss or more insight. This will allow us to more confidence, no?
With reasons you stated, we need not to be politically correct in the above and just need to understand on how company address to all your stated concerns or issues. And we all understood on all the challanges with COVID-19/Political changes/etc, however, it was guided by management that they are NOT affected so far.

Anyway, thanks GuShen2020/Zhangliang for your sharing

Posted by 2017win > 2020-06-02 09:46 | Report Abuse

touch 52 weeks high soon

Posted by ddd ccc > 2020-06-02 12:47 | Report Abuse

hope can touch 0.43 today

Posted by CSOON 77 > 2020-06-02 18:57 | Report Abuse

OPENSYSTEM very interested

Posted by Erudite > 2020-06-02 20:51 | Report Abuse

Wow, zhangliang sifu opensys strongman macam real push now!

Posted by naqiuddayn > 2020-06-03 01:49 | Report Abuse

Opensys agm on 9th June and divident on 29June. Cant wait for news to resume buysolar project

Posted by bananadesk > 2020-06-03 09:48 | Report Abuse

Opensys will fly to a new high

Posted by bananadesk > 2020-06-03 09:51 | Report Abuse

There is a huge latent demand for CRMs in Malaysia. Most banks are now fully aware of the technological and cost benefits of CRMs compared with ATMs or cash deposit machines (CDMs). Most of them are planning to replace their ATMs or CDMs with CRMs when their equipment reaches the end of their life-span, which are typically 8 to 10 years.

Posted by 2017win > 2020-06-03 10:11 | Report Abuse

if they release good news about online solar platform then next TP RM0.6

Posted by 209291 > 2020-06-03 12:00 | Report Abuse

RUN !!!!!!!!!!!!!!!!!!!

Posted by GuShen2020 > 2020-06-03 21:06 | Report Abuse

CRMs alone - TP 0.55
BOTF - TP 0.80
buySolar - TP >1.00
Once engines start, OpenSys will move fast!

Posted by GuShen2020 > 2020-06-03 21:07 | Report Abuse

东风来了！

Posted by CSOON 77 > 2020-06-03 21:17 | Report Abuse

Limit UP

Posted by Awangtoklah > 2020-06-04 11:42 | Report Abuse

Will it follow Dufu foot steps

Posted by tohchiong > 2020-06-04 18:18 | Report Abuse

The price is up too fast. Will there be bonus issues later?

Posted by zhangliang > 2020-06-05 01:43 | Report Abuse

Glad every1 made money from Opensys! Expected 2 break out nvr expect so strong. Enjoy

Posted by GuShen2020 > 2020-06-05 05:35 | Report Abuse

OpenSys involves in Fintech, IOT, AI & now renewable energy platform business. Well managed and profitable company with track records. Top management team was from NCR Incorporation, world no-1 ATM manufacturer. Dividends payout from once a year to now once every quarter. Cash rich. Own office. An undervalue and hidden gem stock! Why wait, buy NOW before the price goes up further! Next TP 0.55. Once it hits this TP, it can go up further!!!

Posted by dollardollarbill > 2020-06-05 08:58 | Report Abuse

Opensys should be moving to main market this year right?

Posted by Atamis > 2020-06-05 11:10 | Report Abuse

Couldn't agree more. Today is perfect day to buy since market sentiments not good due to long holiday. Next week dont think can buy below 50cent

Posted by gohku > 2020-06-05 11:17 | Report Abuse

My friend recommend me to buy.
After studying the fundamental, i am so excited that i jump in to buy quickly.

This is the best fundamental technology stock, trading at undemanding valuation with big growth factor and with good dividend yield about 3% to 4% pa.

Posted by Titan88 > 2020-06-05 12:06 | Report Abuse

Looking forward for the dividend. Easy money

Posted by gelong > 2020-06-05 13:45 | Report Abuse

Raya open house