Basically the CEO is of the view that scicom share price is now "cheap" and undervalued and the market has not seen its potential. Once announcement of their big new deals is made to the public, it will once again become the market's darling
Sorry about that comrades, hope I did not affect your journey in collecting tickets. We wait for good news ahead and hope for good management performance
Hi vivientac, where do you get this information about 7eleven? i am not aware of this, if it is true, then this is a bonus. From the annual report, it mentioned that 95% of the contract was successful renewed with existing customer. At least i could say the chance of maintaining the revenue is high. This means that we can expect a 7% dividend per annum with current price.
Don't expect fantastic growth. Only to those dividend collector or temp parking port in view of many uncertainties surrounding. So, assume at 8 sen per year (which the company never fail to pay dividend quarterly since listing), a rather attractive 7.7% yield is expected
虾皮的业务属于高营业额,但盈利率会来得低。最高峰的员工数目有一千五百人,现在缩小规模到九百人。虽然这个顾客减少了四成的员工,但其他新顾客/工程已成功填补一些岗位。最新总员工数目是3,500人(2022 Nov)。 2022 Nov = 3500(-290)@ -118-290 = -408 2022 June = 3790(-118) 2021 Nov = 3908(+588)@ 912+588 = 1,500 2021 June= 3320(+912) 2020 June= 2408
In short, during AGM, they have confirmed the news of Shopee retrenchment from 1500 to 900. But, management stress that the vacancies has been fill up by other business. As for as I understand his personality, he is not a "bull-shit" type people. I still can trust his statement / comments. As long as they can declare 7-8sen dividend per year, I think we can hold on and ride through the challenges with him. Again, investing in SCICOM is not for growth, but more on yield and suitability / resilience.
Agree, scicom is a dividend stock with slow growth. Even the business is affected by Shopee retrenctment, the current price has factored in. i dont mind if it drops futher down rm1, it would be opportunity to collect n keep.. easily 6-7% dividend.
A few important pieces of information gathered during AGM 1. Co confident to get new e Govt contract in FY2023. So far only secured the small scale e-govt project 2. Cash flow in healthy level and zero debt 3. Revenue hits historical high and profit before tax breaks 10 mil. Dividend share per quarter 2 cts 4. Current workforce 3500. Recently started recruiting back Shopee after massive cut off in Singapore 5. DY of this company @7.5% at current low price at 1.07 and PE only at 11 6. New apps especially Medic Apps to link with Insurance claim and hospital. 7.. Only give out Bonus issuance 1 to 1 once the price hit above RM3 to RM4 as Chariman answered to us during AGM:) 8. Waiting for the announcement of e-govt secured only this counter will turn from unloved to loved., this is the most anticipation in FY2023!! Happy investing
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.
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
I just used their dividend pay out quarterly and reinvested in with discipline. Always believing in compounding but takes time. It will grow like snowball eventually. Just a matter of patience. Scicom is definitely a good co without debt and high DY
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.
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.
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
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
longtermvalue
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Posted by longtermvalue > 2022-10-29 21:41 | Report Abuse
Basically the CEO is of the view that scicom share price is now "cheap" and undervalued and the market has not seen its potential. Once announcement of their big new deals is made to the public, it will once again become the market's darling