carp jumping over dragon gate! vstecs share price will be 100 times from now ! No a joke , today just warming up , once their future qr announce , vstecs will become malaysia 1st tech stock to hit rm 100 !
Y? The profit margin never passed 3% for the pass 10 years,DIY selling screw driver has better margin.The only great thing in VSTECS is rising revenue,hopes AWS could bring higher profit margin,if not,i guess hard to sustain at this level ,not to say rm$100 as claimed
AWS already in Malaysia for about 10 years. I can't remember the exact date. I was invited through email when they started here. The issue is ifit is so easy and so profitable, why aws still need to appoint someone? Cloud business is an added advantage to vstec current business..
VMware, it is a old software. Already there more the 15 years. Yes, current version could be better.. the issue is not many companies need it. It should be cheap to use, otherwise companies better to buy another machine.. nowadays machine is not expensive..
Whatever.. aws VMware cloud starlink... etc. will enhance further vstec business definitely. But not sooo good that will generate million million of profit over a year or two .. until share price pecah ceiling .. lol..
If you study history. LU most often happens more than once. Operator must be very confident to invest millions to push up the price? Buy on weakness as Nothing ventured, Nothing gained. :)
Remember! Vstecs is Associate Company of Vstecs Singapore PTE, so everything must be 3.5 times more! Last time to buy cheap! Next week different story!
i am just expecting revenue from Starlink business, this one sure boom in the next 2 years. Wait for the first number on next QR report. Each account will bring in $2300.
Posted by sammyramon > 58 minutes ago | Report Abuse
Booking at support 2.75.....hopefully will match next week...
___________ 🤣🤣🤣 rm 2.75 want buy Amazon , broadcom , startlink , nvidia , microsoft partner ! U think this is sunset past tense glove stock meh bro ! When u dream of cheap price it will skyrocket to next level which is rm 6 - 11 - 50 ...............
10 years ago, up until last year,, amazon cloud business No laku, coz political unstability and too early, industry not ready. This year onwards totally different la. Ai and semicon industry got government support, and many company relocatting here. Everysbere company start using Ai..
(Weekend Reading) The case for VSTECS an MSC-Status company which witnessed a surge of its share price to RM3.58 recently following the announcement of partnership/distributorship deal with Amazon Web Services (AWS).
VSTECS - The Leading One-Stop ICT Solution Enabler. Big International Corporations such as Microsoft, Amazon, Nvidia, Google has announced big investments in Malaysia ICT infrastructure such as Data Centers e.g. * Microsoft RM10.2 Billions * Amazon RM25 Billions * YTL Nvidia RM20 Billions * Google - RMxx Billions (to be announced)
These big investment on Data Centers and relocation of overseas companies from Europe, China, Taiwan, Singapore, Middle East to Malaysia will provide a new and big market for VSTECS services as the leading one-stop ICT Solution Enabler with services including computing, storage, databases, analytics, networking, and application services to enterprises in the private and public sectors in Malaysia and ASEAN Market.
The company's extensive network of channel partners and expertise in cloud services will ensure seamless access and support for Malaysian businesses looking to migrate to the cloud or optimise their existing cloud infrastructure.
VSTECS named Distributor for AWS. # Expanding Cloud Portfolio: VSTECS traditionally distributes IT hardware and software. Partnering with AWS, the world's leading cloud service provider, grants them access to a high-growth market. Cloud spending is expected to continue its exponential rise in Malaysia, and VSTECS is now positioned to capitalize on this trend. # Recurring Revenue Stream: Cloud services are typically delivered through subscription models, generating recurring revenue for VSTECS. This predictability is highly attractive to investors, boosting VSTECS's value proposition. # Increased Visibility and Credibility: The AWS partnership validates VSTECS's expertise and strengthens its brand image. This association with a dominant industry player can attract new clients and solidify VSTECS's position in the Malaysian ICT market. # Potential for Upselling Services: By offering AWS alongside existing hardware and software solutions, VSTECS can create comprehensive cloud packages for clients. This bundling approach can lead to higher margins and additional revenue streams. # Gateway to New Markets: VSTECS's reach may extend beyond Malaysia and ASEAN. AWS's global presence could open doors for VSTECS to participate in regional cloud projects, further propelling its growth. # Data Center Investment & Relocation of Foreign Companies to Malaysia Spurs Need For VSTECS One-Stop ICT Solutions and Services. *Microsoft RM10.2 BILLIONS *Amazon RM25 BILLIONS *YTL-Nvidia RM20 BILLIONS *Google RMXX Billions
Johor is expected to pull RM17 billion (US$3.6 billion) in new data centre investments this year, building on RM51.1 billion in investments in 2022.
The Malaysia government has also supported Johor’s data centre ecosystem by building industrial parks with suitable infrastructure. Two of the biggest are the 745-acre Sedenak Tech Park (STeP) and 509-acre Nusajaya Tech Park. # VSTECS Named Starlink's Authorised Distributor to Offer High-speed Internet in Malaysia. # VSTECS name Distributor for Broadcom VMware - VSTECS and Broadcom signed a new ASEAN and China distribution agreement for VMware technology solutions to serve the ASEAN and Chinese markets. In addition to continuing to distribute VMware technology solutions in ASEAN and China, VSTECS will now expand its services and provide technical support services to customers for specific products.
RECOMMENDATION: Collect VSTECS as much as possible on any weakness and we wait for the next Big Buy from Market & Foreign Funds!
Update! Synergy between VSTECS partnership/distribution agreement with AWS & Broadcom's VMWare.
*Broadcom is taking over distribution of its VMware Cloud product running on Amazon Web Services (AWS) in the latest shake up of its new subsidiary’s distribution strategy.
Broadcom CEO Hock Tan highlighted the move in a blog post, explaining that VMware Cloud on AWS “is no longer directly sold by AWS or its channel partners.”
“It’s that simple,” Tan wrote. “What this means is that customers who previously purchased VMware Cloud on AWS from AWS will now work with Broadcom or an authorized Broadcom reseller (VSTECS) to renew their subscriptions and expand their environments. Customers who have active one- or three-year subscriptions with monthly payments that were purchased from AWS will continue to be invoiced by AWS until the end of their term.”
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....
Kyuki0509
8 posts
Posted by Kyuki0509 > 2024-05-09 16:30 | Report Abuse
Natsuko-san, my VSTECS position has seen 50% up today. Terima Kasih