SCICOM (MSC) BHD

KLSE (MYR): SCICOM (0099)

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Last Price

0.90

Today's Change

-0.01 (1.10%)

Day's Change

0.895 - 0.915

Trading Volume

831,400

Financial

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Last 10 FY Result
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Revenue 239,337 236,508 245,341 265,052 216,196 181,330 161,160 165,289 199,486 196,295 176,834 160,143 4.85%
PBT 38,653 37,846 41,936 42,097 33,324 30,672 27,061 37,029 49,774 44,908 34,043 22,313 7.25%
Tax -11,045 -9,830 -9,602 -10,651 -7,510 -8,619 -7,039 -5,113 -4,692 -3,306 123 90 -
NP 27,608 28,016 32,334 31,446 25,814 22,053 20,022 31,916 45,082 41,602 34,166 22,403 4.15%
-
NP to SH 27,613 28,021 32,338 31,452 25,818 22,052 20,209 32,220 45,398 41,947 34,694 23,202 3.75%
-
Tax Rate 28.57% 25.97% 22.90% 25.30% 22.54% 28.10% 26.01% 13.81% 9.43% 7.36% -0.36% -0.40% -
Total Cost 211,729 208,492 213,007 233,606 190,382 159,277 141,138 133,373 154,404 154,693 142,668 137,740 4.96%
-
Net Worth 117,299 117,299 117,299 113,745 110,190 103,081 99,527 106,636 106,636 92,418 81,754 71,090 5.71%
Dividend
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Div 24,881 25,770 28,436 24,881 21,327 17,772 19,549 31,990 31,990 31,990 26,659 20,734 3.56%
Div Payout % 90.11% 91.97% 87.93% 79.11% 82.61% 80.59% 96.74% 99.29% 70.47% 76.26% 76.84% 89.37% -
Equity
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Net Worth 117,299 117,299 117,299 113,745 110,190 103,081 99,527 106,636 106,636 92,418 81,754 71,090 5.71%
NOSH 355,454 355,454 355,454 355,454 355,454 355,454 355,454 355,454 355,454 355,454 355,454 296,211 2.04%
Ratio Analysis
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
NP Margin 11.54% 11.85% 13.18% 11.86% 11.94% 12.16% 12.42% 19.31% 22.60% 21.19% 19.32% 13.99% -
ROE 23.54% 23.89% 27.57% 27.65% 23.43% 21.39% 20.31% 30.21% 42.57% 45.39% 42.44% 32.64% -
Per Share
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
RPS 67.33 66.54 69.02 74.57 60.82 51.01 45.34 46.50 56.12 55.22 49.75 54.06 2.74%
EPS 7.77 7.88 9.10 8.85 7.26 6.20 5.69 9.06 12.77 11.80 9.76 7.83 1.68%
DPS 7.00 7.25 8.00 7.00 6.00 5.00 5.50 9.00 9.00 9.00 7.50 7.00 1.49%
NAPS 0.33 0.33 0.33 0.32 0.31 0.29 0.28 0.30 0.30 0.26 0.23 0.24 3.59%
Adjusted Per Share Value based on latest NOSH - 355,454
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
RPS 67.33 66.54 69.02 74.57 60.82 51.01 45.34 46.50 56.12 55.22 49.75 45.05 4.85%
EPS 7.77 7.88 9.10 8.85 7.26 6.20 5.69 9.06 12.77 11.80 9.76 6.53 3.75%
DPS 7.00 7.25 8.00 7.00 6.00 5.00 5.50 9.00 9.00 9.00 7.50 5.83 3.57%
NAPS 0.33 0.33 0.33 0.32 0.31 0.29 0.28 0.30 0.30 0.26 0.23 0.20 5.71%
Price Multiplier on Financial Quarter End Date
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Date 29/03/24 29/03/24 30/06/23 30/06/22 30/06/21 30/06/20 28/06/19 29/06/18 30/06/17 30/06/16 30/06/15 30/06/14 -
Price 1.09 1.09 1.16 1.05 1.08 0.94 0.82 1.99 2.30 2.27 2.04 1.08 -
P/RPS 1.62 1.64 1.68 1.41 1.78 1.84 1.81 4.28 4.10 4.11 4.10 2.00 -1.91%
P/EPS 14.03 13.83 12.75 11.87 14.87 15.15 14.42 21.95 18.01 19.24 20.90 13.79 -0.86%
EY 7.13 7.23 7.84 8.43 6.73 6.60 6.93 4.56 5.55 5.20 4.78 7.25 0.87%
DY 6.42 6.65 6.90 6.67 5.56 5.32 6.71 4.52 3.91 3.96 3.68 6.48 0.69%
P/NAPS 3.30 3.30 3.52 3.28 3.48 3.24 2.93 6.63 7.67 8.73 8.87 4.50 -2.69%
Price Multiplier on Announcement Date
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Date 30/05/24 30/05/24 25/08/23 26/08/22 27/08/21 28/08/20 28/08/19 27/08/18 25/08/17 26/08/16 21/08/15 27/08/14 -
Price 1.07 1.07 1.14 1.00 1.13 0.915 0.88 1.90 2.12 2.10 1.75 1.35 -
P/RPS 1.59 1.61 1.65 1.34 1.86 1.79 1.94 4.09 3.78 3.80 3.52 2.50 -4.50%
P/EPS 13.77 13.57 12.53 11.30 15.56 14.75 15.48 20.96 16.60 17.80 17.93 17.23 -3.47%
EY 7.26 7.37 7.98 8.85 6.43 6.78 6.46 4.77 6.02 5.62 5.58 5.80 3.60%
DY 6.54 6.78 7.02 7.00 5.31 5.46 6.25 4.74 4.25 4.29 4.29 5.19 3.41%
P/NAPS 3.24 3.24 3.45 3.13 3.65 3.16 3.14 6.33 7.07 8.08 7.61 5.63 -5.29%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

Discussions
9 people like this. Showing 50 of 4,621 comments

Goreng pisang

https://www.klsescreener.com/v2/news/view/1190299

2024-01-08 09:07

Goreng pisang

https://www.klsescreener.com/v2/news/view/1190299

2024-01-08 09:07

weichong89

So good Goreng Pisang. It is extremely undervalued stock.

2024-01-17 15:02

HengyuanZai

A matter of time before it breaks 1.00 , due to AI

2024-01-26 09:45

weichong89

Scicom already started the AI of chatbot. Furthermore waiting the good news for its MDtec and NIISe2.0 ( Immigresen) project:)

2024-02-15 08:53

DIABLOX

"BPO will never disappear, and it will continue to grow with AI. In the next five years, Malaysia will be very strategic, which it already is for the BPO industry.

As of now, many big giants in the BPO industry are already establishing themselves in Malaysia, while five years ago they didn’t consider being in Malaysia. For example, Teleperformance, Concentrix, 24-in touch, UBase, and the list goes on."
"The general view about BPO is that it's a call center or a contact center, but BPO is an industry, and call centers and contact centers are part of it, along with other verticals such as back office, knowledge outsourcing, solution outsourcing, etc."

2024-02-17 00:09

amilytay

Spike up soon Scicom!!!!

2024-02-23 10:10

gladiator

Scicom suspended trading? What happen?

2024-02-26 08:52

gankm

Challenge facing from Scicom:
The industry itself is bracing for change with the threat of substitute products and services such as the advent of technology driven innovation such as AI and RPA by customers enabling them to reduce their transactional volume and therefore their cost to serve their customers.

2024-02-26 09:44

amilytay

Scicom Berhad (0099) operates in the thriving sector of Business Process Outsourcing, catering to a diverse clientele of over 50 prominent companies including Petronas, Lenovo, Oppo, Digi, and many more, showcasing a robust and diversified revenue stream. Its notable partnerships with industry leaders such as Petronas, Lenovo, and Digi underscore its credibility and reliability.

Notably, Scicom plays a pivotal role in facilitating e-government services, including handling the EMGS in Malaysia for processing Foreign Student VISAs and e-government services in Cambodia, positioning itself as a key player in driving digital transformation in the region.

With a clean balance sheet boasting zero debt and a history of prudent financial management, Scicom has demonstrated resilience and stability. Since its listing in 2005, it has rewarded shareholders with three bonus issuances and maintained a consistent track record of quarterly dividend payments, reflecting its commitment to shareholder value.

Furthermore, Scicom's robust financial performance is underscored by its high Return on Equity (ROE) and Return on Assets (ROA), indicating efficient utilization of resources and profitability.

With a current price of 1.08 and a dividend yield of 7.43%, Scicom presents an attractive investment opportunity, coupled with its solid fundamentals, established market presence, and potential for further growth. Additionally, its sizable workforce of around 3900 employees reflects its capability to manage and scale operations effectively.

In summary, Scicom Berhad stands as a compelling investment proposition in the Business Process Outsourcing sector, driven by its strong client base, prudent financial management, and commitment to shareholder value, poised for continued growth and value creation in the foreseeable future.

2024-04-02 21:45

LadyRepins

Agreed 1.08 price point places this counter as undervalued. Low participation by inst funds; KWSP & Eastspring listed 2%+ ea with most concentration to insiders. Drivers for higher prices upward of RM1.80:
- more institutional take up
- harnessing Ai into their offerings

For now, one of few counters paying consistent dividend (high) every quarter. So entry at 1.08 is a good deal for long term accumulation & compounding.

2024-04-04 12:50

amilytay

AI is becoming a valuable tool for BPO companies. BPO companies can significantly reduce repetitive tasks using robotic process automation (RPA) and AI. By improving productivity and efficiency. BPOs will become even more effective investments. Integrating AI and RPA is the most anticipated emerging trend in business process outsourcing industry.

2 months ago

amilytay

Good pick at 1.05
DY 7.62%

2 months ago

c328

https://klse.i3investor.com/web/blog/detail/kianweiaritcles/2024-04-29-story-h-182758884-ChatGPT_faces_Austria_complaint_for_uncorrectable_errors

2 months ago

flyhub888

any idea when is the nxt qr

2 months ago

LadyRepins

Next report due late May'24 for qtr ending Mar'24
One of few counters paying dividends every quarter, pretty decent yield ~7.4%(TTM). Price upper bound by 1.12~1.16 levels. Still pretty decent PER 13, not bid up by speculators. Stable, slow and steady.

2 months ago

LadyRepins

@amilytay @c328
One needs to approach Ai cautiously. Yet to see any initiative from SCICOM, in fact they could enhance their ticker quality by putting out a professional Nasdaq-style quarterly slide deck.

1 month ago

LittleKnife

missed the 1.05... 🙄

1 month ago

awp380

LittleKnife. this counter not for goreng. is for div investing. 1.05 and now 1.09 is on few cents. which you can earn it back down the road.

1 month ago

SeekUndervalued

@awp380, is the dividend of 8 cents sustainable? I used to owned Scicom, and sold it off at 1.14. Now I have extra money, and plan to buy it back at this pricing but worry the profit is not sustainable. When profit drops, I worry the dividend yield will drop...

1 month ago

gankm

KLCI already above 1600 points. This Scicom share price still not moving. How come? Bad result on the way ?

1 month ago

EngineeringProfit

i'm back!

1 month ago

LittleKnife

awp...hoping to get it low

1 month ago

amilytay

Bonus issuance 1:1 in August

1 month ago

EngineeringProfit

Nice

1 month ago

gankm

information from amilytay usually not correct one.. dunno where you get the news...

1 month ago

flyhub888

I am back by popular demand !!!

1 month ago

HengyuanZai

Told u guys earlier we will visit 0.8 in no time. Good luck

1 month ago

Pinky

Dividend drop. Bye bye

1 month ago

4ever5

I used to hold scicom in 2022 and 2023 until the CHATGPT released. it has shaken the long term investor to think, whether this Ai will affect Scicom business or its a boaster to Scicom business.
In this bull market 2024, all boring dividend stock has move up slightly, at least beat KLCI that up 10%.
This is not hater comment, i do like scicom as a dividend stock, but the future prospect is still unclear.

1 month ago

4ever5

And the reason why i bother to drop this comment is because i like scicom, if it drops under a price where i feel undervalue, i will collect maybe.

1 month ago

Pinky

I used to like SCICOM too. But look at their website and financial reports...their investor relations/communications is like... 😅😂😓🤦

1 month ago

HengyuanZai

To bad with those hard selling people failed to realize the potential risk of a stock paying out dividend every QR ratio equal to the PAT. Let's see how deep it will dive tomorrow, best of luck

1 month ago

gankm

Below RM1.00 already.
Affin Hwang down grade to Hold. (Hold = sell)

4 weeks ago

EngineeringProfit

Can recollect

3 weeks ago

msclee

Wait until 80sen

3 weeks ago

sasword

economy crisis caused by money laun dering malai s hol go to hexx gov and the mo thex fu xker doggy gang

2 weeks ago

hw0706

AI going to replace the bpo

2 weeks ago

NatsukoMishima

No growth for this stock after so many years , dont buy !

1 week ago

NatsukoMishima

Wasting time in this stock!

1 week ago

NatsukoMishima

Better shift to powerful stocks like vstecs , ranhill !
Dnex , swift haulage , iwcity also not bad !

1 week ago

songjoseph

strange , really strange . since you are not interested or buying this counter but still busy here .

No growth for this stock after so many years , dont buy !

Wasting time in this stock! ( especially this remark )

like...

1 week ago

madmusrz

tomorrow friday drop more

1 week ago

NatsukoMishima

No growth , it will drop until dividen pay out lesser n lesser !

1 week ago

ckwee168

@gankm, wud you be able to share Affin's latest report on SCICOM? thanks in advance :)

1 week ago

LittleKnife

so many fortune tellers here lol

1 week ago

HengyuanZai

Posted by HengyuanZai > 2023-03-14 17:07 | Report Abuse

unhealthy cash flow, small customer base only, fair value only at 0.8

6 days ago

HengyuanZai

Not sure how investors say scicom cash flow is healthy. Earn 7m payout 7m dividend is definitely not healthy at all. Note this down for future reference whenever u decide to go for "dividend"

6 days ago

gankm

@ckwee168, I dont have the report. I get the news from The Star newspaper.
https://www.thestar.com.my/business/business-news/2024/06/04/subdued-sentimenton-scicom

4 days ago

ckwee168

Thanks @gankm. Affin's TP of RM1.10 is not too far away from what i'm looking at too. SCICOM management has openly acknowledged in their recent QR that AI is indeed a threat to its BPO business, and has been working on a few in-house developed AI models leveraging on ChatGPT to gradually substitute its traditional human outsourcing business .. This is truly AI at work, and successful rollout of these AI based customer service chatbot to its existing client base wud be a significant game changer for SCICOM .. Re-collecting SCICOM again since my last exit at RM1.20 ..

4 days ago

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