Posted by amilytay > 2021-05-22 08:43 | Report Abuse

Next week Q3 FY2021 profit out.

Posted by feenix1522 > 2021-05-22 12:21 | Report Abuse

Aaron tan ....you now king of
blog.....

Posted by weesiong91 > 2021-05-22 14:02 | Report Abuse

Q3 profit will gg？

Posted by amilytay > 2021-05-23 13:01 | Report Abuse

Q3 profit as predicted as written on 18 May. There is not much surprising in Q3. But QOQ there will be marginal improvement.

Posted by weesiong91 > 2021-05-24 13:45 | Report Abuse

where you see the Q3 result boss email you？

Posted by Papayashot > 2021-05-24 14:51 | Report Abuse

Spreading all the good news to push up share price... sigh... I think only those silly investors would believe it. I3investors all are smart one. They won't simply affected by this strategy la please..

Posted by weesiong91 > 2021-05-24 16:01 | Report Abuse

papaya 对咯 现在的散户没那么容易骗了啦 这公司也没出什么好消息就推高出票 哈哈 技术面的会跟他玩FIFO 跌破就cut

Posted by Aaron_tan > 2021-05-24 20:43 |

Post removed.Why?

Posted by Aaron_tan > 2021-05-24 20:44 | Report Abuse

I agree with amily. Bpo business... profit alsp stagnant ... zero growth... tp 0.8

Posted by Papayashot > 2021-05-24 22:43 | Report Abuse

Aaron_tan, you said: Bpo business... profit alsp stagnant ... zero growth

Justification?

Posted by Aaron_tan > 2021-05-25 09:13 | Report Abuse

papayashot, u got 10 clients, each clients pay u same amount monthly ... wtf is the growth ???

Posted by Aaron_tan > 2021-05-25 09:15 | Report Abuse

bpo is not like sell things where economy good u sell more, economy bad u sell less ... stagnant monthly !!!! zero growth !

thats why price does not go far ... tp 0.8

Posted by Papayashot > 2021-05-25 09:38 | Report Abuse

icic aaron_tan. Very professional analysis.. No one can ever beat your superb justification. Good good.

Posted by amilytay > 2021-05-25 15:02 | Report Abuse

BPO market in Malaysia is likely to surpass US$1.4bil by 2021, according to IDC.

Posted by Aaron_tan > 2021-05-25 17:35 | Report Abuse

Scicom is a defensive stock ... no growth sector

Posted by amilytay > 2021-05-27 05:30 | Report Abuse

It depends on which year you bought in.
This year is a growing year for them. Hope Q4 DPS can be back to 2cts. Price back to RM2 and above.

Posted by weesiong91 > 2021-05-27 19:10 | Report Abuse

buy at rm2 gg lo hold so many years take abit devidend for what

Posted by amilytay > 2021-05-28 12:36 | Report Abuse

When you bought during that time sales started dropped Q by Q. Now Sales up Q by Q. The timing you buy must be right brother.

Posted by Batman888 > 2021-05-28 16:54 | Report Abuse

H9e bro

Posted by Aaron_tan > 2021-05-28 17:31 | Report Abuse

Result out .. drop ... gg

Posted by feenix1522 > 2021-05-28 17:48 | Report Abuse

amily hope u have good luck getting the message to who important...

Posted by Aaron_tan > 2021-05-28 18:09 | Report Abuse

Quarter to quarter drop. Amily knows nothing, simply tembak

Posted by lilylee > 2021-05-29 12:32 | Report Abuse

Yes Aaron Tan, everybody just follow him. Code: Aaron Tan BE: Aaron Tan CL: Aaron Tan TP Aaron tan

Posted by lilylee > 2021-05-29 12:34 | Report Abuse

Q4 is the ultimate show. Still have lots of rooms to grow. Anyway just follow Aaron tan. Lol. He is the best of best.

Posted by Aaron_tan > 2021-05-30 08:53 | Report Abuse

Thanks lily. Sedania going to 2?

Posted by amilytay > 2021-05-31 06:42 | Report Abuse

YoY profit up 18.5% and retained profit stands at 76mil. With total cash around 32mil ( cash in Hand + money market fund). As I said earlier QoQ may improve marginally but I was wrong due to transactional volume reduced as consistent with preceeding quarter as reported.
MAS and CELCOM secured total 450 staff only started in May & June ( Q4FY2021 for Scicom). Q4 report will be out usually in August.
Overall cash flow is healthy, zero debt and DPS maintained at 1.5cts translate to annualised of 5.35% ( as I believe Q 4 able to declare 1.5cts as QoQ profit may go up due to higher headcount unless some big cancellation of the projects)
ROE still stay above 21% with decent ROA as well.
Honor and Xiomi also outsourced to Scicom but with small scale and only marginal head count needed currently.
Anywhere those not happy with this co may sell and those still believe in this co may hold or add. It is just your own decision.
Just be Happy and welcome full lockdown and stay safe!

Posted by feenix1522 > 2021-05-31 09:29 | Report Abuse

AARON WHY ARE E STILL HERE. DONT LIKE STOCK GO PLAY ELSEWHEREE..

Posted by lilylee > 2021-05-31 10:51 | Report Abuse

Great statement Amily Tay. This stock is definitely a gem. The price not yet spike up just collect tickets and collect dividend first, one day will fly for sure.

Posted by amilytay > 2021-06-01 05:53 | Report Abuse

Yes Lily Lee. The annualised dividend is better than EPF return based on current price at 1.13
Most importantly their total clients in hand now also above 45. So it will also diversify the risk.

Posted by weesiong91 > 2021-06-02 19:20 | Report Abuse

amily 你怎样看emgs对scicom第二次提出的控诉呢？

Posted by amilytay > 2021-06-03 08:44 | Report Abuse

@weesiong 92 . High court already struck out the case but EMGS brought it to court of appeal again. Hearing will be in August. My personal opinion of EMGS want to cancel or cease the agreement. They need to compensate to Scicom as well. Let the court decide. This thing beyond our control.
Furthermore Scicom already serves them since 2013. And you suddenly said data not comply with sensitive act and also wanted them to furnish the data. But in agreement the confidential of data is P&C.

Posted by weesiong91 > 2021-06-03 10:24 | Report Abuse

这样来讲你个人看法他们是告不到scicom的对吗？因为如果失败scicom要赔偿26m等于他们一年的profit了

Posted by amilytay > 2021-06-03 12:46 | Report Abuse

I didnt say this Weesiong. Please read again my statement.

Posted by weesiong91 > 2021-06-04 18:19 | Report Abuse

amily 这个stock没人愿意在1.13以上的价位买进 导致股价上不去对吗？

Posted by amilytay > 2021-06-04 20:47 | Report Abuse

@weesiong91 少一点看她就上了 :)现在整体市场都不好。这几股是拿来投资的。目光知视是无法在这几股获胜。

Posted by lilylee > 2021-06-05 07:17 | Report Abuse

Just matter of time. Buy at the side way can’t be wrong but provided you have enough patience to wait.

Posted by gohku > 2021-06-05 09:17 | Report Abuse

This is a bluechip of software stocks register good earnings & it pays good dividend.

Posted by amilytay > 2021-06-05 11:54 | Report Abuse

Ya Lily. Most important they are working hard in securing new business. Zero debt and now moment to play safe is a key rather investing in high debt co.

Posted by euniceanalyst88 > 2021-06-06 13:36 | Report Abuse

Their business model with their CX system ability to recruit workers efficiently worldwide. This stock not only a hidden gem but you can have sound sleep when investing in it with quarterly dividend payout without failed since 2006. Sooner or later Fund Mangers will get notice on it.

Posted by euniceanalyst88 > 2021-06-10 06:32 | Report Abuse

Zero debt, net cash position at 30+mil with retained profit above 76mil. Healthy free cash flow and high ROE& ROA!

Posted by feenix1522 > 2021-06-13 11:11 | Report Abuse

Eunice....amily..... tik tock...tick tock...tik tock.....

Posted by lilylee > 2021-06-13 14:31 | Report Abuse

Feenix or dragon Emily n Eunice talk base on facts, if u don’t like just ignore. Otherwise don’t look for arguments. Invest maturely pls.

Posted by feenix1522 > 2021-06-13 18:11 | Report Abuse

lily i agree w u re satu sahaja.....patience....tapi...as the wise Keynes say....long run u r dead.....maybe u need to consider ni....
so ...u kata this good company.....seteju....u kata undervalue....seteju...so u want fund manager to invest...seteju....not investing ?...why?.....ah now u jawab la....now ni is about having constructive discourse....seteju?

Posted by lilylee > 2021-06-14 14:37 | Report Abuse

Lol long run I dead? How u know what I my investment plan? Maybe I’m not fully focus in this counter or maybe even I bought it at the very cheap price? Everybody have their own investment plan on certain counters I don’t have to reveal. To me fundamentally this counter is giving me enough confidence this is all I need to know. I don’t have to get approval from you.

Posted by Aaron_tan > 2021-06-15 10:42 | Report Abuse

got court case better dont touch ...

Posted by lilylee > 2021-06-15 12:03 | Report Abuse

Counter code: Aaron Tan, BE: Aaron tan, TP Aaron Tan CL Aaron Tan

Posted by feenix1522 > 2021-06-16 09:12 | Report Abuse

lol....Aaron ride again......ni is the start of cerita baru.....

Posted by Aaron_tan > 2021-06-16 13:24 | Report Abuse

Later will back to 1.13

Posted by weesiong91 > 2021-06-16 14:00 | Report Abuse

just take devidend 2k from this counter thanks boss and see you again

Posted by lilylee > 2021-06-16 14:49 | Report Abuse

Whatever la Aaron tan. U must have lost till left underwear before. That’s why every counter to you is bad. I suggest u do DCA in mutual funds enough.