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[公司专区] 0040 OPENSYS 傲奔系統

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发表于 2011-10-3 13:56 | 显示全部楼层 |阅读模式

Company Name

:

OPENSYS (M) BERHAD (ACE Market)

Stock Name

:

OPENSYS   

Date Announced

:

19/08/2011

Financial Year End

:

31/12/2011

Quarter

:

2

Quarterly report for the financial period ended

:

30/06/2011

The figures

:

have not been audited

SUMMARY OF KEY FINANCIAL INFORMATION

30/06/2011

INDIVIDUAL PERIOD

CUMULATIVE PERIOD

CURRENT YEAR QUARTER

PRECEDING YEAR
CORRESPONDING
QUARTER

CURRENT YEAR TO DATE

PRECEDING YEAR
CORRESPONDING
PERIOD

30/06/2011

30/06/2010

30/06/2011

30/06/2010

$$'000

$$'000

$$'000

$$'000

1

Revenue

6,998

6,525

14,138

12,885

2

Profit/(loss) before tax

659

785

1,630

1,477

3

Profit/(loss) for the period

194

335

700

577

4

Profit/(loss) attributable to ordinary equity holders of the parent

194

335

700

577

5

Basic earnings/(loss) per share (Subunit)

0.09

0.15

0.31

0.26

6

Proposed/Declared dividend per share (Subunit)

0.00

0.00

0.00

0.00

AS AT END OF CURRENT QUARTER

AS AT PRECEDING FINANCIAL YEAR END

7

Net assets per share attributable to ordinary equity holders of the parent ($$)

0.1737

0.1756

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发表于 2011-10-21 23:58 | 显示全部楼层
风险低与价廉物美 之 [ OpenSys 傲奔系统 0040 ]

Financial Performance Highlights:

(1) Recurring income comprising life-cycle maintenance of equipment and business process outsourcing (Based on click or transaction charges) is now at 75% of our total revenue representing an increase of 22% over the last three years. This recurring income stream generates steady cash flow for our Company and it shields us from financial market turbulences that are beyond our control.

(2) Cost of goods sold has progressively been pared down from 53% of total revenue in 2008 to 33% of total revenue in 2010. This means that we are getting more efficient and cost effective in the production of our hardware equipment and software solutions.

(3) Finance cost is down by half from 6% to 3% of total revenue over the last three years due to higher loan repayment.

(4) Due to the above factors, Profit Before Tax has improved from 6% of total revenue in 2008 to 11% of total revenue in 2010

(5) Management Commitment: Going forward, our goal is to return as much value as possible to our esteemed shareholders

由于拥有蛮强滴现金流,债务减低和管理层之承诺,公司已开始派发股息 。。。
FY2010:   0.5 Cents Interim TE
FY2011:   0.5 Cents Interim TE + (Estimate 0.5 Cents Final TE)

公司债务由2007年滴高峰期之33 Million,降到FY2011 Q2 滴7.2 Million 而已,预测会再进一步减低。

更详细分析可查阅 Serious Investing 部落格 滴分享 。。。

OpenSys - Attractive But Are They Up To It ?
http://malaysianinvest.blogspot.com/2011/03/opensys-attractive-but-are-you-up-for.html

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发表于 2011-11-21 09:09 | 显示全部楼层
苦尽甘来《 乐无边 》之 [ OpenSys 傲奔系统 0040 ]

2011财政年第三季度之财报分析:

- 债务进一步降低至6.2 Million而已,预测到2012财政年就可还完清了,每年可省下多大约500千的利息开支。

- 现金流增强了很多达到9.6 Million。

- 管理层赶在圣诞节前夕发放圣诞礼物,第二次中期0.5 Cents TE 股息
如果在10月末之9分到9.5分滴价买到,股息回酬率达到大约11%

Dividend Payment History:
FY2010:   0.5 Cents Interim TE
FY2011:   0.5 Cents 1st Interim TE + 0.5 Cents 2nd Interim TE

Prospect Comments:

- 在预测即将到来滴市场动荡暴风雨涟漪中,此股还是相对安全滴

- 因为有大约75%滴Revenue是属于Recurring Income; stream generates steady cash flow and it will shields from the financial market turbulences

- Revenue和Trade Receivables是由大蓝筹股支撑 – Banking & Utilities

- 债务进一步降低,派息之战斗力度大大滴增强了

Forecast Dividend Payment:
FY2012:   Minimum ( Total 1.0 Cents TE )
FY2013:   More Than ( Total 1.0 Cents TE )

- 最重要滴就是管理层之承诺: Going Forward, Our Goal Is To Return As Much Value As Possible To Our Esteemed Shareholders

股价对比 (18 Nov 2011):

OpenSys (KLSE):        RM0.11

NCR (NYSE):        US$17.09

DBD (NYSE):        US$31.11

- Sometimes We Can Find A Gem Among Worthless Stones
- Planting The Seeds For Growth
- Time will be its friend, as fundamental will over time take over the pessimists

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x 42
发表于 2011-12-30 16:59 | 显示全部楼层
OPENSYS PROFILE

OpenSys (M) Berhad is an MSC-Status Company and public-listed on the Bursa Malaysia, providing innovative solutions to the financial services industry since its inception. With hundreds of man-years of experience in the information technology, OpenSys IT consultants have consistently delivered solutions that make a difference.

OpenSys' strong focus on the financial services industry has brought to market, powerful application software for the banks and insurance companies that enhances the productivity of their tellers, agents and intermediaries. These proven software expedite the processing of insurance policies and claims as well as cheque and credit card bill payments, enabling financial institutions to offer a wider array of products and services, and to provide a convenient and delightful experience to customers.

OpenSys also pioneered the design and development of a class of non-cash dispensing self-service kiosks called Efficient Service Machines (ESM) that accept deposits and payments using cash, cheques, credit and debit cards. ESMs allow banks, insurance and utility companies and government agencies to improve customer service, extend market reach and reduce operational cost. In addition, these solutions enable the same organizations to offer a wider array of products and services, and to provide a convenient and delightful experience to their customers. OpenSys also provides business process outsourcing, managed services and life-cycle maintenance services for a complete end-to-end solution that fulfils the ESM concept of efficient services.

OpenSys self-service solutions are designed to increase business competitiveness and efficiency. This is made possible by the highly experienced, hands-on IT experts in OpenSys who are results oriented and focused on delivering practical solutions that generate desired benefits for real-world business activities.

OpenSys strives for excellence. Commanding a hefty 85% market share in intelligent image-based cheque deposit self-service machines (ESM) in Malaysia, OpenSys has proven solutions deployed in many major banks, insurance and telecommunication companies. OpenSys develops hardware and software applications in-house, thus providing excellent quality control and fast response to problem resolution. Being committed to successful implementation of projects, the OpenSys reputation and integrity is your guarantee of success.

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x 42
发表于 2011-12-30 17:05 | 显示全部楼层
http://www.opensys.com.my/esm-functions.htm

check deposit, cash deposit 等等银行用的机器

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x 42
发表于 2011-12-30 17:06 | 显示全部楼层


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发表于 2012-1-30 21:08 | 显示全部楼层
龙年伊始,万象更新,祥龙吐泉 。。。
在此恭贺在11年10月末入股傲奔系统滴股友们 。。。 《恭喜发财》 。。。

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x 1850
发表于 2012-1-31 23:39 | 显示全部楼层
回复 7# 与你到永久


    如果照这个趋势而言,它的盈利和业务是否可以持续呢?(以他的行业而言。)

    成为净现金公司后,有没有能力进一步提升它的现金部位?因为目前他握有8百万。

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发表于 2012-2-1 21:38 | 显示全部楼层
傲奔系统滴盈利和业务是可以持续,因为有75%是Recurring Income来滴,而且是由大蓝筹股支撑 – Banking & Utilities 。。。每年营业额在25Million到28Million应该是没什么问题滴 。。。

所以就算在预测即将到来滴市场动荡暴风雨涟漪中,如果是在当初9到9.5分之价买入此股,是相对安全滴。。。
不管股价是上还是下,单是每年股息回酬最少有11%(如果每年是1分TE,但预测接下来是不止派发1分而已)
Rule 72:   72/11 = 6.545年 就是100%了,那过后这股就是免费滴啦 。。。

观察此股,最重要是看她滴现金流,以每年大约12Million滴现金流,来对比当初仅有20Million滴市值,是被低估了。。。

但说实在滴,此股目前滴业务要成长就有点难了,认为目前滴业务是已经达到饱和点Saturated了。。。
管理层需要开发新滴业务或新滴海外市场,那她才会继续成长滴啦 。。。

当还完清债务,现金就会增多,那她滴派息之战斗力度就大大滴增强了。。。
管理层滴承诺: Going Forward, Our Goal Is To Return As Much Value As Possible To Our Esteemed Shareholders

派发1分TE只需2.23Million而已,她这些年来还债,每年大约是6到7Million 。。。
所以预测派发多过1分TE股息滴机率Possibility是蛮大滴,是可以期盼实现滴 。。。

- Sometimes We Can Find A Gem Among Worthless Stones
- Planting The Seeds For Growth
- Time will be its friend, as fundamental will over time take over the pessimists

Disclaimer
The information contained herein is the writer's personal opinion and is provided to you for information only; Do not constitute an investment advice, an offer or solicitation to subscribe for, purchase or sell the investment mentioned herein ...

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发表于 2012-2-5 22:21 | 显示全部楼层
傲奔系统滴盈利和业务是可以持续,因为有75%是Recurring Income来滴,而且是由大蓝筹股支撑 – Banking & U ...
与你到永久 发表于 2012-2-1 21:38

但说实在滴,此股目前滴业务要成长就有点难了,认为目前滴业务是已经达到饱和点Saturated了。。。
管理层需要开发新滴业务或新滴海外市场,那她才会继续成长滴啦 。。。
管理层有没有透露方向?

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x 1850
发表于 2012-2-7 11:28 | 显示全部楼层
回复 9# 与你到永久


    我认为以他的现金流而言,的确是被低估了。
    如果扣除去所有的营运开支和资本开支这类项目,现金还是持续增加,整体而言,就很快累积很好的现金部位。

    以他过去的现金流做2012全年的假设:

扣除营运开支后,

现金流入 10,000,000
资本开支  - 2,000,000~4,000,000左右
融资项目 -  2,000,000 左右
余额 大约 4,000,000~6,000,000


    如果2012全年可以保持,那么,手上的8,000,000 加上预期的现金 4,000,000~6,000,000 ,那么他就能握有12,000,000 以上的现金。

    如果派息1 sen 花费是 1,100,000 左右,那么可以预期未来派出 2 sen 以上的股息可能性很大。2 仙的股息也不会对公司造成负担,所以是可以做到的。

     再来,派息后现部位金持续增加 4,000,000 左右,如果说,未来五年保持不会变化,单单现金而已,也许可以到达28,000,000 。第七年,就达到36,000,000。

     拿这个数字 36,000,000 来比, 最近的闭市价为0.16,(也就是OPENSYS 市值,那么整家公司售价为35,757,200)。大略一算,也许你如果收购OPENSYS ,在第七年就可以赚回成本。整家公司的资产,就当作是你这些年的利息。

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发表于 2012-2-7 22:28 | 显示全部楼层
回复 9# 与你到永久

只观察到管理层滴派息之承诺方向而已:
Going Forward, Our Goal Is To Return As Much Value As Possible To Our Esteemed Shareholders

至于管理层有没有开发新滴业务或新滴海外市场方面滴方向,就需要在来临6月中滴股东大会发问管理层了也 。。。

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发表于 2012-2-27 18:01 | 显示全部楼层
5:49PM  OPENSYS   Financial year end net profit 2.165 million (increased 73.90%)  

0040    OPENSYS    OPENSYS (M) BHD
Quarterly rpt on consolidated results for the financial period ended 31/12/2011
Quarter:4th Quarter
Financial Year End:31/12/2011
Report Status:Unaudited
Submitted By:TAN KEE CHUNG
Current Year QuarterPreceding Year Corresponding QuarterCurrent Year to DatePreceding Year Corresponding Period
31/12/201131/12/201031/12/201131/12/2010
RM '000RM '000RM '000RM '000
1Revenue8,3977,19129,08126,789
2Profit/Loss Before Tax1,1577403,4113,045
3Profit/Loss After Tax and Minority Interest8452902,1651,245
4Net Profit/Loss For The Period8452902,1651,245
5Basic Earnings/Loss Per Shares (sen)0.380.130.970.56
6Dividend Per Share (sen)0.500.001.000.50
As At End of Current QuarterAs At Preceding Financial Year End
7Net Assets Per Share (RM) 0.17530.1756
Remarks:
N/A

27/02/2012   05:49 PM


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发表于 2012-2-27 18:17 | 显示全部楼层
本帖最后由 koo_2828 于 2012-2-27 23:45 编辑

...看來明天兇多吉少。。。。全年賺還不到1sen...。本益比14倍???升應該有限,跌機會很大。。

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发表于 2012-2-27 18:44 | 显示全部楼层
good result , should be rise, somemore divident payout is over 100%

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发表于 2012-3-15 16:58 | 显示全部楼层
An old newspaper article:

Saturday February 18, 2012
Opensys may see changes
By YVONNE TAN

PETALING JAYA: ACE market-listed Opensys (M) Bhd, which has seen its share price increasing steadily over the past one month, could be seeing some corporate changes.

Industry sources said businessman Yeoh Eng Kong, together with some parties, might have been accumulating Opensys shares from the open market, pushing the stock up from 12 sen in early January to 16 sen as at the market close yesterday.

On Feb 14, the stock hit 22 sen, the highest in recent years, after 20 million shares – which was a huge increase from its average daily trading volume of less than five million – changed hands the day before.

Why Yeoh would want to take control of Opensys, which makes software for the financial industry, remains unclear at the moment but he is likely to start negotiations with the owners of the company once he accumulates enough shares, according to the sources.

While industry observers are not ruling out a hostile takeover of Opensys by Yeoh, they said he might sell off the shares if talks with the owners fell through.

Yeoh, who is said to be an ex-lawyer, last made news when he emerged as a substantial shareholder in Dis Technology Holdings Bhd (DisTech).

He was previously a substantial shareholder in the now-delisted spirulina production company Liqua Health Corp Bhd. He was also a shareholder in technology firm Viztel Solutions Bhd, which has since had its listing status taken over by Systech Bhd.

Based on information from Bloomberg, the single-largest shareholder in Opensys now is chief executive officer Tan Kee Chung, who owns a 15.91% stake.

Separately, a Bursa Malaysia filing showed that Khazanah Nasional Bhd had disposed of 21.5 million shares, or 10% of Opensys’ paid-up capital, on Dec 12 at 11.5 sen apiece.

In its most recent quarter, Opensys posted a net profit of RM620,000, which was 64% higher than the RM379,000 made in the same quarter a year earlier. Revenue for the period totalled RM6.5mil against RM6.7mil a year ago.

According to the company’s website, Opensys pioneered the design and development of a class of non-cash dispensing self-service kiosks called Efficient Service Machines (ESM) that accept deposits and payments using cash, cheques, credit and debit cards.

ESMs allowed banks, insurance and utility companies as well as government agencies to improve customer service, extend market reach and reduce operational cost, it said.

http://biz.thestar.com.my/news/s ... 33&sec=business

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x 179
发表于 2012-5-24 19:34 | 显示全部楼层
Financial Results
Reference No CC-120518-44162

Company Name
:
OPENSYS (M) BERHAD  (ACE Market)
Stock Name
:
OPENSYS  
Date Announced
:
24/05/2012
Financial Year End
:
31/12/2012
Quarter
:
1
Quarterly report for the financial period ended
:
31/03/2012
The figures
:
have not been audited

Currency
:
Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2012

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/03/2012
31/03/2011
31/03/2012
31/03/2011
$$'000
$$'000
$$'000
$$'000
1Revenue
10,423
7,140
10,423
7,140
2Profit/(loss) before tax
1,826
1,622
1,826
1,622
3Profit/(loss) for the period
1,384
1,157
1,384
1,157
4Profit/(loss) attributable to ordinary equity holders of the parent
1,384
1,157
1,384
1,157
5Basic earnings/(loss) per share (Subunit)
0.62
0.52
0.62
0.52
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00








AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
0.1525
0.1463

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x 124
发表于 2012-8-24 19:00 | 显示全部楼层
今天opensys起了好多,10 % 这么多 !
到底发生什么事了???

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发表于 2012-8-27 00:09 | 显示全部楼层
我也有注意到,希望继续努力再起多些。。

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x 138
发表于 2012-8-27 09:16 | 显示全部楼层
2012第1季度的EPS增長62%,相信今天Q2的業績會很漂亮。
從0.13爬到了0.160,繼續爬!

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