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
@gen2, lets give a thoughts on that. thanks to your question. Actually CHATGPT is a searching tool that provide information to the user. Just like google search but in a more human-like interaction way. If it is to implement to customer service line, how will it be? it is like a robot chatbox. Does it sounds similar to you that we already experience it in many website ? it is a robot chatbox that provide assistance to customer. .Website like airasia and shopee already have this kind of robot chatbox service. So it is not something new to us. there will still be the needs for direct customer service where consumer like us can talk to real people to handle our inquiry. This is where Scicom provide the services. So my answer is NO, CHATGPT will not affect scicome business(at least not for now). it is merely a robot chatbox(maybe more smarter).
I tend to agree with the last point. In its current form, ChatGPT/ Chat Bot is unable to replace high-quality customer service. AI tends to lack empathy when dealing with customer complaints which is what high-quality service is - beyond solving customers' issues.
This can still further improve the hit rate of automated answers, reducing the need for ad-hoc customer service This would be gradual improvement, and could also be a 1-time reduction only
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....
Luckup
41 posts
Posted by Luckup > 2022-12-05 19:00 | Report Abuse
dividend 7-8sen per year. price around 1.10. so, DY high. Now fd still low, some more what u all expect?