Posted by Vxturbo > 2020-02-20 22:57 | Report Abuse

为何DSONIC股价如此强势？

竞标着外国签证系统 (eVisa/VLN) 项目和国家综合移民系统 (NIIS) 项目。虽然具体合约价值不详，不过让大家有个概念，与内政部相关的项目到底有多赚钱。

以2017年为例，负责综合外劳管理系统的Bestinet净赚RM40m；提供移民厅安全解决方案的S5 Systems大赚RM108m；负责监视外劳健康检查的FOMENA录得RM22m利润。

假设获得以上任何一项合约，可想而知未来盈利的增长幅度到底有多大。现阶段的每年盈利仅介于RM60-75m。如果往后添加RM40-50m的利润，增长幅度可达80%+。

在1月宣布获得内政部颁发为期1年总值RM7m的合约，为马新出入境提供16台人脸识别系统的电子闸门 (e-Gate)。值得一提，Datasonic在多达18家企业公开竞标下脱颖而出。

上周获得内政部通知，早前为期5年的护照晶片供应合约内容有所调整；将晶片数量从1,250万减少至1,100万；合约价值未变，不过却附上另一项工作，负责自动闸门和护照晶片往后的维护工作。

值得一提，自动闸门和晶片的维护工作之前由其他负责，如今在合约到期后，内政部决定将合约整合并颁发给Datasonic，合约价值为RM38m，足以说明其实力毋庸置疑；以上合约期限从2019年5月开始，直到2021年11月，为期2年半。

由于以上合约早已在去年开工，去年5月至12月的贡献有望在即将出炉的Q3业绩进账。根据统计，7个月的贡献可带来大约RM10m的收入。如果来不及进账，那么肯定将反映在今年5月出炉的Q4业绩上，届时可看到为期10个月约RM13m的贡献。

Datuk Razali在去年12月晋升为大股东，并在上周正式取代旧老板Datuk Hanifah，担任董事经理职位。目前手持接近11%的股权。自从他进入董事局以来，Datasonic在短短2个月内已获得2项合约。真的那么巧合吗？交由大家思考。

另一个灵魂人物，执行董事Chew Ben Ben从去年7月开始，将直接持股率从11%提升至14.4%。加上非直接的股权，目前手握28%股权。他上个月从公开市场继续买入，当时的价位在RM1.48-1.52之间。在高位依然选择买入，说明对未来发展非常有信心。

本地RHB研究所近期维持Datasonic的“买入”评级，不过目标价却从RM1.21上调至RM1.96。

从以上各种正面消息来看，个人有理由相信Datasonic可至少上探RM2.00。如果获得eVisa或者NIIS其中之一，那么2.50甚至是3.00都不是梦。

Posted by tommyteo09 > 2020-02-21 10:00 | Report Abuse

1.46 d

Posted by bunuhsateman > 2020-02-21 14:50 | Report Abuse

BB vPower start EnGinE liAo, Run run RUn... Go Go Go

Posted by legency > 2020-02-21 14:56 | Report Abuse

x ada minyak

Posted by jgp1703 > 2020-02-21 15:13 | Report Abuse

slowly collecting

Posted by bunuhsateman > 2020-02-21 15:30 | Report Abuse

BB vPower moving now... Engine Start Liao... JoyVest.. where r u???

Posted by bunuhsateman > 2020-02-21 15:31 | Report Abuse

JoyVest .. u Know u r Labish...Shame on U...Labish

Posted by PresidentRotiCanai > 2020-02-21 15:37 | Report Abuse

QR good

Posted by legency > 2020-02-21 15:42 | Report Abuse

QR very good

Posted by hevea1234 > 2020-02-21 15:43 | Report Abuse

Hi, Joyvest

Posted by birdparadise > 2020-02-21 15:49 |

Post removed.Why?

Posted by hero666 > 2020-02-21 15:52 | Report Abuse

hidup benben

Posted by jgp1703 > 2020-02-21 15:57 | Report Abuse

hehehehe

Posted by birdparadise > 2020-02-21 15:59 |

Post removed.Why?

Posted by jgp1703 > 2020-02-21 15:59 | Report Abuse

someone said dsonic is rubbish but still staying in the chat talk east talk west

Posted by soonlvu > 2020-02-21 16:00 | Report Abuse

take profit 2.0

Posted by birdparadise > 2020-02-21 16:05 |

Post removed.Why?

Posted by Vxturbo > 2020-02-21 16:07 | Report Abuse

Mana joyvest budak itu

Posted by Master123 > 2020-02-21 16:21 | Report Abuse

He hide n observe at the corner. Waiting to come out again when next price correction. Lol.

Posted by Ahead1268 > 2020-02-21 16:22 | Report Abuse

This is the effect of post Esos approval to let employee feel good factor.

Posted by Waimeng923 > 2020-02-21 16:37 | Report Abuse

Seem like joyvest have offended majority of you which I agree so haha...

Posted by dragon12345 > 2020-02-21 20:09 | Report Abuse

https://www.klsescreener.com/v2/announcements/view/3112594

Posted by vxpoison > 2020-02-21 20:18 | Report Abuse

joyvest sudah join west (归西)lo... Hidup BenBen!!!

Posted by hero666 > 2020-02-21 20:19 | Report Abuse

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=101114&name=EA_GA_ATTACHMENTS

Posted by Vxturbo > 2020-02-21 20:24 | Report Abuse

@vxpoison joyvest sudah join west (归西)lo... Hidup BenBen!!!
21/02/2020 8:18 PM

Maybe

Posted by dragon12345 > 2020-02-21 22:22 | Report Abuse

DATASONIC GROUP BERHAD (“The Company” and/or “DGB”)
CLARIFICATION ON THE NEWS ARTICLES ENTITLED:
“DTSB APPOINTED TO SUPPLY CHIPS FOR M'SIAN PASSPORTS DESPITE
UNDERPERFORMANCE” published by New Straits Times on 12 February 2020 (at
8.31pm)
“DATASONIC SECURED PASSPORT CHIP CONTRACT DESPITE
UNSATISFACTORY RECORD, COURT TOLD” published by The Edge Markets on
12 February 2020 (at 8.47pm)
(The aforementioned new articles are collectively referred to as “News Articles”).
The Company wishes to state that the above two (2) news headlines are misleading
to the public and unfair to stakeholders of the Company.
The truth is the Letter of Award (“LOA”) for the Supply of the Malaysian Passport
Chips for a period of five (5) years or 12,500,000 passport chips commencing from 1
December 2016 to 30 November 2021 for a contract sum of RM318,750,000.00 was
awarded to Datasonic Technologies Sdn Bhd (“DTSB”) on 15 December 2015, which
was sixteen (16) months later after the initial report of unsatisfactory performance of
DTSB was sent by Ministry of Home Affairs/Kementerian Dalam Negeri (“KDN”) to
Ministry of Finance (“MOF”) in August 2014.
We therefore refute the News Articles which gave wrong and misleading perception
to readers that DTSB had secure the passport chips contract despite
underperformance or unsatisfactory record as published instead of through merits
after sixteen (16) months of full and in-depth evaluation by KDN and MOF.
Our clarification and chronology of events are articulated as follows:
(A) In August 2014, an initial report by KDN was sent to MOF regarding
unsatisfactory performance on the part of DTSB.
(B) On 22 September 2014, DGB had been invited to attend a meeting chaired by
Dato’ Sri Mohamed Khalid bin Hj. Shariff (Secretary General of KDN) at KDN
(“Meeting”) to discuss DTSB’s proposal on passport chip to be embedded into
polycarbonate data page.
The meeting was attended by Dato’ Aziz bin Md Nor (Head of Procurement of KDN),
Dato’ Aloyah bte Mamat (Director General of Immigration Department of Malaysia)
and representatives from the Company.

(C) The Company had clarified with facts and figures of the following key matters
that were raised during the said Meeting:
(i) Government wanted to clear its inventories of old laminated passports
in early 2013 and migration to new passport only started in April 2013.
The actual demand of new passports for the whole year of 2013 was
only 1,703,421 units.
Therefore, the total delivery of 2,340,858 units of high quality
polycarbonate data page without chip by DTSB in 2013 which was
637,467 units or 37.4% more, which had in fact met the requirement
as clearly stated in the delivery schedule that actual delivery must be
based on current demand of passports by Immigration Department of
Malaysia (“JIM”) (‘Jadual adalah tertakluk kepada keperluan semasa
Jabatan Imigresen Malaysia’).
(ii) As at September 2014, DTSB had delivered a total of 4,609,958 units
of polycarbonate data page without chip against the actual demand of
3,497,632 passports. There was no service interruptions faced by JIM
as of September 2014 because the stock level of polycarbonate data
pages without chip was 1,112,326 units or 31.8% higher than the
actual demand.
(iii) The polycarbonate passport data page supplied by DTSB is of high
quality and incorporating the latest technology with high level of
security features.
(iv) The alleged shortage in passports which had affected the
immigration services was in fact caused by other vendor(s).
(v) The Company had also highlighted to the Government that the DTSB’s
proposed chip to be embedded in the polycarbonate data page is of the
latest technology used by many developed countries, of higher
quality and security standing against the then current 15-year old
technology of putting chip at the back-cover of paper based passport
booklet by previous vendor.
(vi) The Company had also highlighted that the estimated savings to the
Government will be approximately RM75,000,000.00.
(D) In November 2014, MOF had called for a meeting between JIM, KDN, MOF
and DTSB to obtain additional information and to discuss on DTSB’s proposal.
(E) On 10 December 2014, followed by new findings and report by JIM, KDN had
sent a review report related to DTSB’s proposed new technology passport chip to MOF.

(F) On 23 December 2014, MOF had given approval to KDN to proceed with all
the required procurement procedures related to DTSB’s proposed supply of
12,500,000 units of passport chip to be embedded into polycarbonate data page
supplied by DTSB.

Continue....

Posted by dragon12345 > 2020-02-21 22:24 | Report Abuse

(G) On 16 January 2015, DTSB had attended a meeting chaired by Dato’ Wahab
bin Mohd Yasin (Deputy Secretary General – Operation, KDN) and presented
detailed specifications of the proposed higher quality passport chip and operating
system which are in compliance to the International Civil Aviation Organisation
(“ICAO”) standard. DTSB was asked to work with JIM and KDN to prepare
implementation plan for Proof of Concept (“POC”), User Acceptance Test
(“UAT”) and Final Acceptance Test (“FAT”).
(H) In April 2015, DTSB had passed all the various tests in POC, UAT and
FAT. After fulfilling all the procurement processes, MOF had decided to approve the
contract for the supply of passport chips to DTSB based on direct negotiation with
DTSB.
(I) The award of the contract to DTSB for the supply of 12,500,000 Malaysian
Passport Chips for a period of five (5) years commencing from 1 December 2016 to
30 November 2021 for the contract sum of RM318,750,000.00 vide LOA dated 15
December 2015 as per our public announcement made on 15 December 2015.
The Company would like to reiterate that the LOA for the passport chips contract was
awarded to DTSB after full evaluation and compliance of all due processes, which
was sixteen (16) months subsequent to the Unsatisfactory Performance Report
2014 received by MOF in August 2014.
We therefore refute the News Articles which gave wrong and misleading perception
to readers that DTSB had secure the passport chips contract despite
underperformance or unsatisfactory record as published instead of through merits
after sixteen (16) months of full and in-depth evaluation by KDN and MOF.
The Company believes that public enlightenment is the forerunner of justice and
the foundation of democracy. Ethical journalism strives to ensure the free
exchange of information that is accurate, fair and thorough. We humbly request
the press to be more cautious and more responsible in publishing news.
We would like to assure our stakeholders that the Company will use all reasonable
endeavours and strive to protect the company reputation and interests at all times.

This announcement is dated 21 February 2020

Posted by dragon12345 > 2020-02-21 22:32 | Report Abuse

[转贴] 为何DSONIC股价如此强势？- RH Research - Good Articles to Share | I3investor

dragon12345

Good Articles to Shareclick to expand contents

[转贴] 为何DSONIC股价如此强势？- RH Research

Author: Tan KW Publish date:  Fri, 21 Feb 2020, 7:46 AM

Close 

为何DSONIC股价如此强势？

竞标着外国签证系统 (eVisa/VLN) 项目和国家综合移民系统 (NIIS) 项目。虽然具体合约价值不详，不过让大家有个概念，与内政部相关的项目到底有多赚钱。

 以2017年为例，负责综合外劳管理系统的Bestinet净赚RM40m；提供移民厅安全解决方案的S5 Systems大赚RM108m；负责监视外劳健康检查的FOMENA录得RM22m利润。

假设获得以上任何一项合约，可想而知未来盈利的增长幅度到底有多大。现阶段的每年盈利仅介于RM60-75m。如果往后添加RM40-50m的利润，增长幅度可达80%+。

在1月宣布获得内政部颁发为期1年总值RM7m的合约，为马新出入境提供16台人脸识别系统的电子闸门 (e-Gate)。值得一提，Datasonic在多达18家企业公开竞标下脱颖而出。

上周获得内政部通知，早前为期5年的护照晶片供应合约内容有所调整；将晶片数量从1,250万减少至1,100万；合约价值未变，不过却附上另一项工作，负责自动闸门和护照晶片往后的维护工作。

 值得一提，自动闸门和晶片的维护工作之前由其他负责，如今在合约到期后，内政部决定将合约整合并颁发给Datasonic，合约价值为RM38m，足以说明其实力毋庸置疑；以上合约期限从2019年5月开始，直到2021年11月，为期2年半。

由于以上合约早已在去年开工，去年5月至12月的贡献有望在即将出炉的Q3业绩进账。根据统计，7个月的贡献可带来大约RM10m的收入。如果来不及进账，那么肯定将反映在今年5月出炉的Q4业绩上，届时可看到为期10个月约RM13m的贡献。

Datuk Razali在去年12月晋升为大股东，并在上周正式取代旧老板Datuk Hanifah，担任董事经理职位。目前手持接近11%的股权。自从他进入董事局以来，Datasonic在短短2个月内已获得2项合约。真的那么巧合吗？交由大家思考。

另一个灵魂人物，执行董事Chew Ben Ben从去年7月开始，将直接持股率从11%提升至14.4%。加上非直接的股权，目前手握28%股权。他上个月从公开市场继续买入，当时的价位在RM1.48-1.52之间。在高位依然选择买入，说明对未来发展非常有信心。

本地RHB研究所近期维持Datasonic的“买入”评级，不过目标价却从RM1.21上调至RM1.96。

从以上各种正面消息来看，个人有理由相信Datasonic可至少上探RM2.00。如果获得eVisa或者NIIS其中之一，那么2.50甚至是3.00都不是梦。
#DSONIC
纯属分享！

Posted by dragon12345 > 2020-02-22 09:02 | Report Abuse

https://www.theedgemarkets.com/article/datasonic-reiterates-passport-contract-awarded-after-full-evaluation-and-compliance-all-due

Posted by Vxturbo > 2020-02-22 09:07 | Report Abuse

@dragon12345你肯定是新手

Posted by joyvest > 2020-02-22 10:03 | Report Abuse

what the hell is going on?

Posted by joyvest > 2020-02-22 10:14 | Report Abuse

dragon is to drag on with more analysis. whether you are new or old, its fine to me even the seasoned ones are diehards . However, the most important thing is not to be impulsive in investing.

Posted by joyvest > 2020-02-22 10:15 | Report Abuse

one man sweeps and another man sings. well, I am singing all seasons long............

Posted by DStruster > 2020-02-22 19:26 | Report Abuse

Intelligent people ignore. Let's be one of the intelligent people. Ignore the noises. Confidence is strength, determination is success.

Posted by hero666 > 2020-02-23 11:38 | Report Abuse

Copy and paste here

stock price was under selling pressure because of a lawsuit. DSONIC's management also gave shareholders a lot of confidence at EGM yesterday. The management has been buying in the past week, and after the market closed today, it also made a very detailed Clarification, and the management that can do it has handled it well.

The most important thing now is that the results on February 27 can meet investors' expectations. In this way, the stock price can move forward. Profit is fuel and the company is the engine. As long as there is fuel, the stock price can continue to move forward.

Our team predicts that profitable YOY should grow around 70-90%. Assuming it can be done, profitability will be a new high in 7 quarters.

Posted by learnfromme > 2020-02-23 14:35 | Report Abuse

Fasten your seat belt guys.

Posted by mf > 2020-02-23 14:37 | Report Abuse

https://www.thestar.com.my/news/nation/2020/02/23/gps-to-fully-support-dr-m-in-event-of-039new039-federal-govt-claims-source

Posted by Ling Hua Kang > 2020-02-23 21:11 | Report Abuse

Fasten your belt ...

Posted by imvu > 2020-02-23 21:18 | Report Abuse

kroni bn..

Posted by Batman888 > 2020-02-23 22:27 | Report Abuse

Prepare for rocket launch tomoro

Posted by hero666 > 2020-02-24 00:23 | Report Abuse

UMNO related counters

1. MYEG
2. GBGAQRS
3. KUB
4. PRESBHD
5. DESTINI
6. JOHAN
7. GKENT
8. MRCB
9. DSONIC
10. PENERGY
11. MEDIA
12. STAR

Posted by DollyLucky > 2020-02-24 00:30 | Report Abuse

All will fly tomorrow. Happy trading.

Posted by Ling Hua Kang > 2020-02-24 08:33 | Report Abuse

Pre opening price is not so good

Posted by joyvest > 2020-02-24 08:56 | Report Abuse

diarrhoea is expected this morning due to low sentiment

Posted by joyvest > 2020-02-24 08:58 | Report Abuse

panicky dump is expected

Posted by Donator > 2020-02-24 09:10 | Report Abuse

dont worry, if got new government also tun M government

Posted by Yuming > 2020-02-24 09:39 | Report Abuse

Pls drop back to 1.48, i want top up!!!!

Posted by joyvest > 2020-02-24 09:51 | Report Abuse

at 1.48 now

Posted by joyvest > 2020-02-24 09:51 | Report Abuse

to buy at your own risk

Posted by soonlvu > 2020-02-24 09:56 | Report Abuse

buy on weakness !!!!buy for tomorrow