Posted by aasvogrl > 2020-09-08 17:55 | Report Abuse

公司执行董事拿督刘国良在今年7月9日以7百万令吉，转换了3千5百万股的优先股。如果他对公司没有信心，他会这样做吗？

Posted by RHB_ > 2020-09-09 08:15 | Report Abuse

Loan moratorium for individuals not company why ARBB avoid paying?

Posted by sell > 2020-09-09 08:56 | Report Abuse

PN17 coming. Park 1 million shares at 5 sen.

Posted by sell > 2020-09-09 08:57 | Report Abuse

If 1000 Bursa stocks avoid paying banks like ARBB how?

Posted by TalkNumberOne > 2020-09-09 11:37 | Report Abuse

Hoot9eonly, just chill only la. Why so worry with haters comment. The moment you see dog pooh in front of house also arbb problem you know is haters comment la. Just come to forum read and have fun.

Posted by TalkNumberOne > 2020-09-09 11:40 | Report Abuse

I wonder what's the comment on glove counters these 2 days. Wakakaka electricity cost high, labour cost high, water cost high, no demand, too much supply?

Posted by TalkNumberOne > 2020-09-09 11:41 | Report Abuse

Unfortunately our KlCI heroes comment and rationale based on share price. When share price up, everything good when share price down hell break loose. Typical retailers mentality.

Posted by TalkNumberOne > 2020-09-09 11:45 | Report Abuse

Share picture la she male picture or male picture. Let me have some fun also ma woi.

Posted by Hawk Eye > 2020-09-09 11:45 | Report Abuse

market open badly...with some sentiments..and its going down..

Posted by TalkNumberOne > 2020-09-09 11:46 | Report Abuse

Chill la hoot9eonly, have fun talk good or talk bad in I3 forum won't affect the share price la. You think this is world economic forum meh

Posted by TalkNumberOne > 2020-09-09 11:47 | Report Abuse

Lol

Posted by TalkNumberOne > 2020-09-09 11:47 | Report Abuse

Mana picture? 没图没真相

Posted by bosskufanboy > 2020-09-09 11:48 | Report Abuse

hahahaha, the clowns lai liao

Posted by TalkNumberOne > 2020-09-09 11:49 | Report Abuse

Hahahaha mustard can eat le. Put something else

Posted by TalkNumberOne > 2020-09-09 11:50 | Report Abuse

Aiyo tiako liew show some power kasi pump to rm3. 00 confirm no more haters everyone will love it so much.

Posted by bosskufanboy > 2020-09-09 11:51 | Report Abuse

hahaha, everyday the name is getting longer, must be hard to think of new name for your fake accounts

Posted by TalkNumberOne > 2020-09-09 11:51 | Report Abuse

Forum talk cock boleh la

Posted by bosskufanboy > 2020-09-09 12:36 | Report Abuse

hahaha no need to answer those fake account clowns lol

Posted by bosskufanboy > 2020-09-09 12:36 | Report Abuse

ur account will get deleted later anyway hahahaha

Posted by bosskufanboy > 2020-09-09 12:46 | Report Abuse

hahaha they only know how to joke around here lo, pn 17, bad qr hahahahha

Posted by bosskufanboy > 2020-09-09 12:47 | Report Abuse

lol, today only one account come spam, where is the rest?

Posted by bosskufanboy > 2020-09-09 12:47 | Report Abuse

ask ur boss to pay u more le, ur spam not efficient here

Posted by bosskufanboy > 2020-09-09 12:51 | Report Abuse

hahaha, now lunch break, time to make more spam account

Posted by bosskufanboy > 2020-09-09 12:56 | Report Abuse

hahahaha, really laugh die me here, keep saying 0.245

Posted by bosskufanboy > 2020-09-09 13:04 | Report Abuse

the one that kena ko is your fake account la, hahahahaha

Posted by learnbyheart > 2020-09-09 13:34 | Report Abuse

guys..if you want to curse one another please use other forum..use this platform wisely to gather info and opdate of ARBB ..please guys

Posted by Goldencoins > 2020-09-09 13:40 | Report Abuse

which forum want to accept people to curse each others?

Posted by tankoksiong > 2020-09-09 19:13 | Report Abuse

Below are the excerpts from Frost & Sullivan analysis, I thought that it would be quite a good read for new investors to understand more about ERP and IoT sector. And of course - ARB BERHAD (7181)

Posted by tankoksiong > 2020-09-09 19:14 | Report Abuse

ARB’s key strengths include its design and development capabilities that allow it to create ERP solutions from the ground up – allowing it to craft highly customized systems that can cater to the varied needs of different industries, from retail to agriculture. In this way, ARB is able to cater to the specific needs of its target customer, who typically have very unique requirements with respect to system dashboards, customer support and applications & modules.

Posted by tankoksiong > 2020-09-09 19:14 | Report Abuse

With the experience gained from its JVs, ARB has a better appreciation of the requirements that users (business manager etc.) deployed on the ground have. It has therefore been able to tailor its ERP portfolio to be highly aligned to the challenges that SMEs typically face which include:

Posted by tankoksiong > 2020-09-09 19:15 | Report Abuse

Improving management integration;

- Gaining oversight on the costs and benefits from various business activities;

- Engaging in data-driven strategic planning;

Instituting strict financial control measures;

-ARB’s ERP solutions are also highly scalable according to the needs of its customers (particularly SMEs) especially in the following areas;

-Incorporating machine learning, AI and data analytics tools to automate operations, business intelligence and marketing purposes;

-Achieving integrated supply chain management with a focus on visibility over warehouses and inventory;

-Accommodating multi-level membership/referral programmes;

-Integrating e-wallet solutions in retail systems;

-Optimizing backend operations to improve operational efficiencies; and

-Possessing the versatility required to handle operations across a wide range of industries.

Posted by tankoksiong > 2020-09-09 19:15 | Report Abuse

So, can other companies adopt what ARBB is doing? The short answer is no. ARBB's unique business model disable most, if not all close competitors in the ERP sector.

Posted by tankoksiong > 2020-09-09 19:16 | Report Abuse

Here's another excerpt from the Frost & Sullivan analysis.

ARB approaches target SMEs (typically with a long track record of growth over 10-15 years) in the distribution and service industries who are in the early stages of their digital transformation journey to form joint ventures (JVs). These SMEs typically do not possess the funds or risk appetite to implement costly ERP solutions and are also facing operational and management inefficiencies that place a ceiling on their growth.

The JV takes over the business operations of the SME – with the SME focusing on sales and inventory management and ARB (with the controlling interest) financing and operating a customized ERP solution and periodically providing the necessary updates and new modules, freeing up cash flow for the SME in a mutually beneficial relationship. Beyond SMEs, ARB also uses similar JV models in projects with government linked companies (GLCs).
ARB creates value for its JV partner by providing a solution (based on its technical/business know-how) designed to generate an immediate impact on sales and profits. ARB also improves business outcomes for its network of JV partners by allowing its network of partners to cross-sell their products and/or upsell packages to end customers.
This innovative business model addresses three major pain points for customers and vendors in the ERP market
Customers, particularly SMEs, being unwilling to spend on costly ERP implementation (by essentially shifting from a cash/debt driven model of technology investment to an equity-based model of technology investment.)
ERP systems becoming obsolete or unfit for customers’ changing business needs (by ensuring that the motives of the technology provider and the client are aligned via a profit-sharing model – incentivizing the technology vendor to develop a better understanding of customer requirements and provide periodic upgrades and adjustments)
Failure of outcome-based models as vendors have very limited levers to influence performance (by giving the technology provider direct managerial oversight to ensure that its ERP solution is being implemented alongside optimal business and workflow processes)

Posted by tankoksiong > 2020-09-09 19:16 | Report Abuse

We had discussed the prospects of ERP sector for the company ARB Berhad (7181) yesterday. And if you have not seen it yet, feel free to click on the link below to check it out.
Link: https://klse.i3investor.com/blogs/gmarb/2020-09-01-story-h1512630177-An_article_excerpt_from_Frost_Sullivan_analysis_read_it_before_this_sto.jsp

Now let's get back to our main topic - IoT prospects for ARBB.

Posted by tankoksiong > 2020-09-09 19:17 | Report Abuse

Ability to integrate solutions from a variety of vendors:

In the Smart Home space, ARB has the capability to develop centralized control and monitoring solutions that can integrate a wide range of smart home devices and allow users to access these solutions via smartphone or desktop applications.
In contrast, many of their competitors have exclusive arrangements with specific smart home hardware brands limiting their flexibility to design solutions according to property developers’ needs and budgets.
Capabilities in large scale engagements:

The scale of IoT deployments can be defined as follows:

Small scale: Less than 500 connected devices
Medium scale: 500 – 10,000 connected devices
Large scale: More than 10,000 connected devices

ARB has demonstrated its ability to implement large scale IoT deployments, differentiating itself from its competitors who primarily occupy the small and medium scale space, leading it to be perceived as a top-tier IoT system integrator. This allows ARB to compete more effectively against larger players in future large scale implementation projects and secure collaborations with industry-leading players.

For example, it signed an MoA with Hangzhou Mayam IoT Tech Co Ltd to potentially deploy 300,000 smart water meters (Phase one of the rollout) in a project worth RM 200 million, with ARB handling the installation, commissioning and testing of the water meters.
It also inked an MoA with Shuifa IoT Tech Co Ltd to supply 300,000 Malaysian households with smart water filtration systems in a project worth RM 600 million.

Posted by tankoksiong > 2020-09-09 19:17 | Report Abuse

Synergies between IoT and ERP portfolios:

ARB’s expertise in the ERP space together with its firsthand understanding of the demands that business users place on ERP systems has granted it experience regarding the suitability of dashboards, data analytics tools and data management processes. ARB carries this experience regarding effective customization over into the IoT space ensuring that the functionalities of its IoT solutions (UI, data analytics tools etc.) are in line with the business requirements of its clients.
This focus on enhancing business outcomes distinguishes ARB from more traditional system integrators. Even established ERP vendors are in the beginning stages of augmenting their ERP offerings with IoT capabilities in this region – indicating that ARB can exploit first mover advantage with a hybrid IoT-ERP positioning.
Proven track record of expanding into adjacent verticals as in the case of Re-Energy:

Posted by tankoksiong > 2020-09-09 19:17 | Report Abuse

Along with its primary focus on areas like smart home and water supply management, ARB continues to expand the scope of its business via strategic partnerships and acquisitions.

Posted by tankoksiong > 2020-09-09 19:18 | Report Abuse

For example, it embarked on its foray into the renewable energy segment through its acquisition of C&M Renewable Energy Technology Sdn Bhd in Malaysia allowing it to leverage its capabilities in IoT related system integration and solution engineering in large-scale renewable projects in Malaysia. This acquisition not only supports ARB’s vision of supporting environmental sustainability-related activities, it also allows ARB to be in a strong position to compete in the rapidly growing green energy industry in Malaysia, which is seeking to increase the share of renewable energy sources in the country’s energy mix from 2% in 2018 to 20% in 2025.

ARB has demonstrated the ability to expand into sectors adjacent to its current focus areas by harnessing its IoT capabilities and leveraging targeted partnerships and acquisitions – indicating the potential for future expansion and growth.

To be very honest, I cannot find another proxy in Malaysia market for ERP and IoT sector apart from ARBB. I'm not sure why the share price of ARBB is dropping despite good profit growth and ultra bright prospects! However, it is my chance to accumulate ARBB shares and I currently hold quite substantial amount of the company's shares.

Posted by bosskufanboy > 2020-09-09 19:54 | Report Abuse

u miss the clown show this afternoon lol, no need layan them de lar, they just keep repating pn 17 and talk bullshit only

Posted by chesslim > 2020-09-09 22:19 | Report Abuse

今天开始，穷人变富人的机会已经来临。

Posted by goodiewilly > 2020-09-09 23:02 | Report Abuse

Fatty Liew from golden fish becomes salted fish

Posted by Jeffreyteck > 2020-09-10 08:04 | Report Abuse

Interesting forum. This will be shortlisted as one of the most active i3 forum. Good luck everyone, Oct is nearby.

Posted by moregain > 2020-09-10 08:50 | Report Abuse

Any idea why it dropped to 0.245 yesterday?

Posted by TalkNumberOne > 2020-09-10 09:30 | Report Abuse

Chill la. Don't be affected by market movement. Up or down if it suits you. Can make money la. Don't be too gung ho buy or too gung ho sell. Every stock has its day. Bad stock can have its up day, good stock can have its down day.

Posted by TalkNumberOne > 2020-09-10 09:32 | Report Abuse

The only reason ppl waste time in forum talking cock is not to make money. But to get feel good factor. Talk is cheap ma. When it goes in their direction, they can claim victory, see I told you. But when it goes the other direction they will ignore and go hiding. Like that they have a self dillusiin that they are God.

Posted by firehawk > 2020-09-10 10:06 | Report Abuse

soooo .... horrible!

Posted by EngCCCC > 2020-09-10 10:28 | Report Abuse

@moregain Any idea why it dropped to 0.245 yesterday?
10/09/2020 8:50 AM

Panic sell

Posted by bosskufanboy > 2020-09-10 19:08 | Report Abuse

alot small fish panic sell, really good opportunity to enter more

Posted by tanchoysiang > 2020-09-11 12:56 | Report Abuse

Undervalue stock and price support @ 0.250. Is time to collect more

Posted by ThunderStorm > 2020-09-11 14:04 | Report Abuse

Wowowowow... today it's a bad day again to ARBB