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That's a good mix of main board and ace counters, 太子. Opensys - riding on higher capex by banking, more machines entering into maintenance, Maybank project contribution to kick in beginning Q1'24, new revenue stream. Plabs - something is brewing from the corporate actions perspective. Could be seeing a new owner if total shareholdings of the new substantial shareholder exceeding 8%. Smetric - solid recovery with growth in PKI and Centagate. No reason to fall back into losses due to sign of recurring revenue. Either way, upcoming Q4 results shall serve as the confirmation that the last two quarters performance are indeed contributed by enterprise clients. As shared before, there is only one element in the balance sheet that I dislike since day one - the SGA spending :) Nevertheless, all is well as long as its making profits and generating cash at the end of each quarter. Similar strength in its balance sheet was priced at 25 cents previously during IPO :)
Not really, Nick :) In fact, Censof, Adb and Ifca moved in tandem ~ 16% from recent low. All shareholders for these 3 stocks are making money and its a good thing.
censof's subsidiary - Netsense, is the one providing the ERP solutions; cloud based ERP solutions, SaaS if you will. FMS-G and FMS-C segment includes ERP solutions. These two are the top two segments in its reporting :)
Censof won the match and qualified for the knockout stage :) Earnings visibility from FMS-G segment shall be the anchor and provide the support throughout FY2024
it's just 0.26 and not 0.62, Nick. If it is 0.62 by May, I will sell it then :) Else, will just sit through it unless there are negative changes to it's fundamentals.
The current contracts on hands from the fms-g segment (order book and recurring maintenance contracts) provides earnings visibility stretching into FY2025, cw yeo. Agreed with you that the potential can be huge if Censof continues to secure contracts from the fms-g and fms-c segment.
and if you wonder why they are wasting time. oh hey please take a look at the past when fundamentals actually supports higher growth momentum. what did they do? shoot it down like a bird
i bought 158k of it, so you are saying i am impatient? holding for years = impatient? maybe more like operator = king of wasting time and incompetent at their job.
It can be frustrating indeed, lee kit wah. I waited for months hoping to initiate position below 20 cents but did not get it. Ended up buying at 225-230. Personally, I do not think its a good idea to give up if your average price is at lower twenties. Its in net cash position (cash eq - current liabilities), current orderbook and recurring maintenance contracts providing earnings visibility beyond FY2024, relatively cheap comparing to its peers.
as much as i like your presence, i don't think it's logical to anticipate any lower when you are positive on the fundamental of the company. it just doesn't make sense or it doesn't tally at all. which brings us to the main focal point: wasting time.
Market is inefficient for multiple reasons; actual price not reflecting the underlying fundamentals / fair value. And, as a long term investor, its always nice to buy in when market is inefficient and hope for market to be efficient some day. Valuation does not matter until it matters most and stocks that are hated will tripled tomorrow within the context of value investing.
good if you tell this to layman, not me. sound convincing until someone has got 3x the knowledge. now i know someone is mismanaging the money all these years.
Infotec? definitely not. KLSE Infotec is actually Infoline Tec and not the Infotech Singapore or other "Infotech" company. The background of this company is complicated starting from its CEO. You can connect the dots if you were to follow the trail from the IPO prospectus :)
Lol, ok. Info-tech Singapore will probably be the supplier for one of the local companies in the list, Nick :) Thats how it works in many of the companies in Malaysia - trading companies :)
