Posted by cch1975 > 2015-08-27 17:34 | Report Abuse

Mas staff ?

Posted by cch1975 > 2015-08-28 04:00 | Report Abuse

SCICOM - TP 2.39 (AFFIN)

1⃣ With a steady earnings stream from its BPO business & growing recurring earnings from its EMGS contract.
2⃣ expect earnings growth to continue on an upward trajectory. Contribution from EMGS
Phase 2 should become more meaningful in the subsequent quarters & particularly 1QFY16 when the main intake commences in Sept for the public universities. 
3⃣ On top of improving cash flows, and minimal capex given its asset-light model, 2015-17E dividend yields at 3.6-3.9% are also compelling.
http://fatta888.blogspot.com/2015/08/scicom-0099.html

Posted by mocics > 2015-08-28 08:55 | Report Abuse

Sorry for being away for a while - Things are looking good for Scicom still. Think Scicom can still grow at least 30% in FY16, which will translate into eps of around 13 sen. At CIMB's type of valuation which is 21.6x CY16 PER..we are looking toward TP of RM2.80++. At 4.5% yield, still a very good company to hold...

Posted by cch1975 > 2015-08-29 09:17 | Report Abuse

I am asking MAS training question Mocics and you answered others.

Posted by mocics > 2015-08-31 20:49 | Report Abuse

I dont have any new info on MAS training contract. In any case, there is just for one year and not the core business of the company. If the core business can grow at 30% p.a., I wont worry too much about the one off contract - pure icing on the cake!

As far as i know, nothing much has progress other than having 1-2 thousand MAS staffs 'registered' - this however does not mean the training has started or the earnings has starrting to come in. Sept/Oct will be crucial as new student intakes is starting....

Dont miss the forest from the tree! :)

Posted by cch1975 > 2015-09-01 14:54 | Report Abuse

Thanks a lot mocics. I think now at 1.80 is totally undervalued.

Posted by cch1975 > 2015-09-06 11:42 | Report Abuse

Ya MAS is just a catalyst. But it will boost up the scicom dividend payout. If tomorrow below 1.75 will go in big.

Posted by MoneyInTheAir > 2015-09-06 18:27 | Report Abuse

cch1975 how much is ur tp?

Posted by cch1975 > 2015-09-08 07:12 | Report Abuse

Same opinion with mocics. Fy16 min 2.80 to 3

Posted by leslieyong77 > 2015-09-08 11:30 | Report Abuse

cch1975, besides ladbrokes and ESL, can u share list of its clients..

Posted by cch1975 > 2015-09-08 22:57 | Report Abuse

Too many leslie..more than 40 clients

Posted by cch1975 > 2015-09-09 16:20 | Report Abuse

Leslie mc donald now also their client.

Posted by MoneyInTheAir > 2015-09-09 20:20 | Report Abuse

gogo scicom,slowly picking up the price

Posted by cch1975 > 2015-09-10 09:35 | Report Abuse

Afternoon comes..morning to collect at 1.84

Posted by leslieyong77 > 2015-09-10 11:41 | Report Abuse

thank cch1975

Posted by MoneyInTheAir > 2015-09-10 15:31 | Report Abuse

today no show?

Posted by cch1975 > 2015-09-10 17:02 | Report Abuse

Mocics any latest update?

Posted by cch1975 > 2015-09-14 14:15 | Report Abuse

Value cap investing in ?

Posted by cch1975 > 2015-09-15 15:22 | Report Abuse

Just bought 1.87

Posted by supernova > 2015-09-15 15:38 | Report Abuse

not undervalued counter. so nope

Posted by cch1975 > 2015-09-15 20:12 | Report Abuse

PEG is below 1. Great stock .

Posted by cch1975 > 2015-09-16 00:53 | Report Abuse

Moving towards rm2.

Posted by cch1975 > 2015-09-17 11:45 | Report Abuse

Good times to enter heavily today. All the best.

Posted by thesteward > 2015-09-17 14:00 | Report Abuse

nex week pass rm2

Posted by MoneyInTheAir > 2015-09-17 14:05 | Report Abuse

still drop 1sen while mkt up 30points

Posted by cch1975 > 2015-09-18 13:05 | Report Abuse

Nothing . Focus on earning. Ignore noises. Scicom definitely will beat the crowds.

Posted by cch1975 > 2015-09-21 17:53 | Report Abuse

Mocics any update recently?

Posted by cch1975 > 2015-09-28 13:59 | Report Abuse

Low volume. Accumulating time again:)

Posted by MoneyInTheAir > 2015-09-28 16:28 | Report Abuse

1.80

Posted by cch1975 > 2015-09-28 18:55 | Report Abuse

1.82

Posted by cch1975 > 2015-09-28 23:16 | Report Abuse

Mocics you bought any?

Posted by mocics > 2015-09-29 08:05 | Report Abuse

Yes..manage to collect some @ 180. Not much update..as far as I know, business is running well. There could be a couple of new contracts coming but not sure of the size - not in Malaysia, I think IndoChina and Sri Lanka.

Posted by cch1975 > 2015-09-29 08:18 | Report Abuse

They should set up call centre in china:)

Posted by MoneyInTheAir > 2015-10-01 16:12 | Report Abuse

1.86

Posted by cch1975 > 2015-10-01 17:49 | Report Abuse

1.87

Posted by cch1975 > 2015-10-02 07:03 | Report Abuse

I heard MAS training already start.can anyone confirm here..

Posted by MoneyInTheAir > 2015-10-02 14:51 | Report Abuse

1.90

Posted by cch1975 > 2015-10-02 21:14 | Report Abuse

So fast?

Posted by cch1975 > 2015-10-02 21:31 | Report Abuse

Scicom secured mead johnson and fonterra?

Posted by 891088 > 2015-10-03 18:08 | Report Abuse

Still hold after bought 1.65, next monday plan to withdraw some money

Posted by cch1975 > 2015-10-06 20:08 | Report Abuse

TPP finally signs

Here's the benefit:

1) Investors will be now assured of investment in and out of respective country. More investment, more opportunity;

2) Tariff of US, Canada, Japan, Mexico, etc, will be lowered or non-existent, this includes majority of product & services, e.g. : medicine (though generic drugs are not), entertainment, books, educations, etc.

3) More export for export oriented industry (but not resource based industry), companies that are currently benefiting from the windfall of falling Ringgit is going to benefit more;

4) The price of auto is expected to be falling, though gradually, due to competition from US auto maker. Japan auto maker already benefiting from past free trade agreement between Malaysia and Japan. It is foreseeable that same effect applies, though gradually;

5) Food stuff expected to be cheaper, since most cereals product are from US and Canada. Although such cost passed on might not be materialised due to merely limited to raw material.

6) Business Processing Outsource is set to be a winner. More outsourcing expected and Malaysia has the right skill and manpower pool to gain from it.

7) Travelling industry will now benefit, due to being recognised as a premier partner of US in the pacific region.

Posted by cch1975 > 2015-10-06 20:08 | Report Abuse

Business process outsourcing- Scicom

Posted by thesteward > 2015-10-07 16:04 | Report Abuse

will break rm2 soon....good one

Posted by cch1975 > 2015-10-08 08:23 | Report Abuse

Min 2.39 by year end.

Posted by cch1975 > 2015-10-08 21:09 | Report Abuse

Mocics so many projects they secured?

Posted by leslieyong77 > 2015-10-09 10:24 | Report Abuse

cch1975, any update news ?

Posted by cch1975 > 2015-10-09 12:27 | Report Abuse

Mocics maybe got big news:)

Posted by MoneyInTheAir > 2015-10-09 15:43 | Report Abuse

1.98

Posted by heaven > 2015-10-12 20:40 | Report Abuse

Cch1975 can still collect at this price ?

Posted by shazza > 2015-10-12 23:00 | Report Abuse

Moving up!!