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【IFCAMSC 0023 交流专区】 IFCA多媒体
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发表于 20-5-2015 11:30 PM
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发表于 21-5-2015 09:34 AM
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发表于 21-5-2015 10:43 AM
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发表于 21-5-2015 12:19 PM
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发表于 21-5-2015 01:04 PM
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之前几个Quarter的股价都增长大概50%?
Q2 19-Aug-2015 Q1 20-May-2015 Q4 17-Feb-2015 Q3 5-Nov-2014 Q2 19-Aug-2014
? ~1.82 ~1.20 ~0.75 ~0.495
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发表于 21-5-2015 01:17 PM
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IFCA’s 1Q15 surged more than 22x YoY and 6% QoQ to MYR9.7m, accounting for 25% of consensus full-year estimate. No dividend was declared for the quarter.
The strong 1Q15 results were mainly attributable to a strong Malaysian operations, which benefitted from a 174% YoY jump in domestic sales and a 24ppts expansion in EBIT margin (1Q15: 57% vs. 33% in 1Q14). This more than offset its overseas operations which are still loss making.
On a separate announcement, IFCA declared that it has entered into a Heads of Agreement to acquire PT IFCA Consulting Indonesia (PICI) for MYR32m, which will be satisfied by cash (50%) and new IFCA shares (50%).
PICI is principally engaged in the provision of turnkey business solutions. PICI mainly distributes IFCA’s computer software to the property sector in Indonesia.
Post-acquisition, IFCA would become a dominant player in both Malaysia and Indonesia. It will also be able to consolidate PICI’s earnings. Funding should not be an issue as the company is sitting on a cash balance of MYR53.8m as at Mar 2015.
IFCA’s total unbilled projects in hand stood at MYR30.5m as at 31 March 2015. The group is expanding its geographical reach to secure more businesses. Apart from the latest Indonesia’s M&A, it also established two new offices in Malaysia (Ipoh and Kuantan) and seven new offices in China.
The expansion program will drive IFCA’s future earnings. Currently, the street is expecting a 50.4% 3-year net profit CAGR for FY14-17.
So far, only one broker covers the stock. The last rating was a Buy with a target price of MYR2.04, suggesting an upside potential of 12%. |
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发表于 21-5-2015 01:25 PM
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本帖最后由 icy97 于 21-5-2015 01:28 PM 编辑
IFCA profit jumps to RM9.7mil in the first quarter
Thursday, 21 May 2015
http://www.thestar.com.my/Business/Business-News/2015/05/21/IFCA-profit-jumps-to-RM97mil-in-the-first-quarter/?style=biz
PETALING JAYA: Software and IT systems firm IFCA MSC Bhd’s net profit jumped to RM9.7mil for its first quarter ended March 31, compared with a net profit of RM421,000 for the same period last year, following a strong billing quarter for software implementation.
The company, whose share price has gone up more than 14-fold in the past year, also said yesterday that it had entered into a heads of agreement with Indonesian firm PT IFCA Consulting Indonesia (PICI) to acquire its business for RM32mil.
PICI is principally engaged in the provision of turnkey business solutions and mainly distributes IFCA’s computer software to the property sector in Indonesia.
The proposal hinges on several conditions, including the completion of a due diligence exercise in relation to the business of PICI.
Revenue for the quarter under review, meanwhile, stood at RM32mil, 134% higher than the revenue of RM13.7mil posted in the same quarter a year earlier.
In its notes accompanying its results, the group said it expects to maintain its business growth momentum from China operations, goods and services tax services and Software As A Service solutions offerings in Malaysia. |
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发表于 21-5-2015 03:05 PM
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1.68..
跌到底裤都湿了
心脏不好随时心脏病暴发
幸好之前买在低价,再忍一忍看看..
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发表于 21-5-2015 03:10 PM
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本帖最后由 icy97 于 21-5-2015 06:30 PM 编辑
Date of change | 20 May 2015 | Name | Mr YONG KEANG CHEUN | Age | 56 | Nationality | Malaysia | Type of change | Redesignation | Previous Position | Chief Executive Director | New Position | Executive Chairman | Directorate | Executive | Qualifications | Master Degree in Computer Science from the University of Manitoba, Canada. | Working experience and occupation | Appointed to the Board on 20 November 1997, Yong Keang Cheun is the founder of the IFCA Group. He also co-founded the Groups current major shareholder - IFCA Software (Asia) Sdn Bhd (IFCA Software) in 1987. He obtained his Master Degree in Computer Science from the University of Manitoba, Canada, and started his career as an IT consultant with Arthur Anderson in Malaysia.With more than 26 years of experience in the ICT industry, he has been involved in many aspect of the software business, including product development, business development and project implementation.He is responsible for developing the overall strategies policies for the IFCA Group, and has been involved in the research and development of the Group's products. He assumed his current position in 1997, following an internal restructuring exercise that resulted in the transfer of IFCA Software's business operations to the Company.His visionary and entrepreneurial acumen has won him a series of personal and c | Family relationship with any director and/or major shareholder of the listed issuer | He is the brother of Mr. Yong Kian Keong, Executive Deputy Chairman and a substantial shareholder of the Company. | Any conflict of interests that he/she has with the listed issuer | No | Details of any interest in the securities of the listed issuer or its subsidiaries | Direct interest 2,500,045 ordinary sharesIndirect/deemed interest - 209,605,008 ordinary shares(37.99%) |
Type | Announcement | Subject | OTHERS | Description | IFCA MSC BERHAD (IFCA OR THE COMPANY)- HEADS OF AGREEMENT IN RELATION TO THE PROPOSED ACQUISITION OF THE BUSINESS OF PT IFCA CONSULTING INDONESIA (PICI) | The Board of Directors of IFCA wishes to announce that the Company has entered into a Heads of Agreement (“HOA”) with PICI on 20 May 2015 to acquire the business of PICI namely its goodwill, receivables and all of the rights of PICI under the contracts for its business for an indicative purchase consideration of RM32 million or its equivalent in IDR, of which 50% is to be satisfied in cash and 50% is to be satisfied via the issuance of new ordinary shares of RM0.10 each in IFCA (“Consideration Share(s)”) (“Proposed Transaction”). The issue price of the Consideration Shares will be determined later based on the five (5)-day volume weighted average market price of IFCA shares prior to the execution of a business sale agreement.
PICI is principally engaged in the provision of turnkey business solutions. PICI mainly distributes IFCA’s computer software to the property sector in Indonesia. PICI was incorporated as a private limited company on 28 March 1995 under the present name. It has an authorised share capital of Indonesian Rupiah 330,750,000 comprising 150,000 ordinary shares, all of which are issued and credited as fully paid-up.
The Proposed Transaction is conditional upon, inter alia: - the completion of a due diligence exercise in relation to the business of the PICI and any issues/conditions arising thereof to be rectified/fulfilled by PICI;
- the approval of the shareholders of PICI and the Company in a general meeting to be convened for the Proposed Transaction, being obtained by PICI and the Company respectively;
- execution of the assignment agreement and the transfer agreement; and
- the approval of the relevant regulatory authorities in Malaysia and Indonesia, if required.
The purpose of the HOA is intended to record the indicative intentions of both parties in relation to the Proposed Acquisition and the HOA is not exhaustive and is not intended to be legally binding save for certain obligations set out under the HOA.
A detailed announcement on the Proposed Transaction will be made upon the execution of the business sale agreement.
The HOA may be inspected at the registered office at 24B, Persiaran Zaaba, Taman Tun Dr. Ismail, 60000 Kuala Lumpur during normal business hours from Mondays to Fridays (except public holidays) for a period of three (3) months from the date of this announcement.
This announcement is dated 20 May 2015. |
Type | Announcement | Subject | OTHERS | Description | IFCA MSC BERHAD (IFCA OR THE COMPANY)- HEADS OF AGREEMENT IN RELATION TO THE PROPOSED ACQUISITION OF THE BUSINESS OF PT IFCA CONSULTING INDONESIA (PICI) - Additional clarifications | The terms used herein shall, unless the context otherwise stated, bear the same meaning as those defined in the announcement dated 20 May 2015 in relation to the Proposed Transaction. Reference is made to the announcement (reference no. GA1-20052015-00094) made on 20 May 2015 entitled “Heads of Agreement (HOA) In Relation To The Proposed Acquisition of The Business of PT IFCA Consulting Indonesia (PICI)”.
The Board of Directors (“Board”) of IFCA wishes to clarify the following:-
- The shareholders of PICI and their respective shareholdings are as follows:-
Name | Place of Establishment/ Residential Status | Direct Shareholding | Indirect Shareholding | No. of PICI shares held | % | No. of PICI shares held | % | DP Capital Limited(1) | British Virgin Islands | 120,000 | 80.0 | - | - | Musa Dirgantara | Indonesian | 30,000 | 20.0 | - | - |
Note: (1) The shareholders of DP Capital Limited (“DPCL”) are Lee Kok Leong and Yong Chin Fu, holding 50% equity interest each in DCPL respectively.
2. As at 31 March 2015, some of PICI’s major customers (being mainly Indonesian property developers) are as follows:- i. PT Prima Buana Internusa ii. PT Adhi Persada Realti and PT Adhi Persada Properti iii. PT Bank Danamon Indonesia Tbk iv. PT Bekasi Fajar Industrial Estate Tbk and MM2100 Industrial Estate v. PT Pakuwon Darma and PT Pakuwon Jati Tbk vi. Supermal Karawaci vii. PT Karya Pancasakti Nugraha viii. PT Wijaya Karya Realty (Wika Realty)
3. The Proposed Transaction is not deemed to be a related party transaction under Section 10.08 of the ACE Market Listing Requirements of Bursa Malaysia Securities Berhad (“Bursa Securities”) as none of the directors, major shareholders of IFCA and/or persons connected with them have any interest, direct or indirect, in the Proposed Transaction.
4. Based on the indicative purchase consideration of RM32 million and the audited consolidated financial statements for the financial year ended 31 December 2014, the highest percentage ratio applicable to the Proposed Transaction as per Paragraph 10.02(g), Chapter 10 of the ACE Market Listing Requirements of Bursa Securities is computed to be approximately 45.0%.
The Board wishes to highlight that the Proposed Transaction is subject to, amongst others, the completion of a due diligence exercise in relation to the business of PICI, any issues/conditions arising thereof to be rectified/fulfilled by PICI and shareholders’ approval at an Extraordinary General Meeting. A detailed announcement on the Proposed Transaction will be made upon the execution of the business sale agreement between both parties in relation to the business of PICI.
This announcement is dated 21 May 2015. |
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发表于 21-5-2015 03:48 PM
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发表于 21-5-2015 07:10 PM
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本帖最后由 icy97 于 21-5-2015 07:23 PM 编辑
看到今天的股价真的是哭哭料
IFCAMSC再创神话！
Wednesday, May 20, 2015
http://klseelf.blogspot.jp/2015/05/ifcamsc.html
业绩千呼万唤使出来，果然够振奋人心！百忙中迅速留个记录在这里。
净利连续创新高，由于warrant转去母股的缘故导致每股盈利被稀疏，不过这个暂时并不是个隐忧，因为IFCA依然还在积极成长着。此外，截止3月31日手中的RM30.5 million的unbilled projects，第2季的营收表明上已经保障了。
董事局也建议派1仙股息（2014财政年），待AGM时寻求通过。
整体而言IFCA还是很稳，balance sheet也很健康，业务在国内和国外迅速扩充当中，这季profit margin 43%。股价暂时有业绩撑着，持续观望。
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发表于 21-5-2015 07:22 PM
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本帖最后由 icy97 于 22-5-2015 04:19 AM 编辑
併購印尼業務不受落 競優國際勁挫15仙
財經股市21 May 2015 21:20
http://www.chinapress.com.my/node/623719
（吉隆坡21日訊）競優國際（IFCAMSC，0023，創業板科技）業績雖報捷，3200萬令吉併購印尼公司業務卻不受落，今日母股與憑單齊齊先起后挫。
今早開市時，競優國際揚5仙至1.87令吉，不過后市看淡，休市時已轉跌8仙，掛1.74令吉，成交量1382萬6100股；午盤續遭拋售，競優國際閉市挫15仙至1.67令吉，交投活躍，達2771萬9200股，為今日十大下跌股之一。
該公司憑單競優國際-WA（IFCAMSC-WA，0023WA，創業板科技）與母股同病相憐，開市先揚3仙至1.76令吉，休市已轉跌，閉市挫13仙，掛1.60令吉，成交量359萬7300股，本益比約47.54倍。
自從獲市場視為消費稅下受惠的軟件及方案公司，該公司股價即步步高升，今年至目前股價從75仙勁漲1.2倍至今日閉市1.67令吉。
競優國際日前公布業績表現標青，淨利按年增約23倍至968萬令吉，營業額增幅亦逾倍。
不過該公司稍晚亦宣布，與印尼公司簽署前期協議，以3200萬令吉收購后者向印尼房地產領域供應電腦軟件的業務，目前是全方位商業方案供應商。
| Type | Announcement | | Subject | OTHERS
| | Description | IFCA MSC BERHAD (IFCA OR THE COMPANY)-HEADS OF AGREEMENT IN RELATION TO THE PROPOSED ACQUISITION OF THE BUSINESS OF PT IFCA CONSULTING INDONESIA (PICI) - ADDITIONAL CLARIFICATIONS | Reference is made to the announcement (reference no. GA1-21052015-00033) made on 21 May 2015 entitled “Heads of Agreement (HOA) In Relation To The Proposed Acquisition of The Business of PT IFCA Consulting Indonesia (PICI) – ADDITIONAL CLARIFICATION”.
The Board of Directors (“Board”) of IFCA wishes to clarify as follows.
The Proposed Transaction will enable IFCA to have direct control of its market presence in Indonesia as PICI has been the sole distributor of the Company’s software solutions in Indonesia for the past 10 years. Leveraging on the Proposed Transaction, IFCA will have the opportunity to further grow its market presence in Indonesia and enjoy direct earning contributions from its Indonesian software solution business. The Proposed Transaction will also serve as a platform for IFCA group to establish itself as a regional software solutions provider.
This announcement is dated 21 May 2015 |
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发表于 21-5-2015 10:16 PM
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本帖最后由 icy97 于 21-5-2015 10:32 PM 编辑
IFCA Chart Updated.(Next Target 2.00 -2.20)
IFCA today fall as low as 1.63 and rebound slightly to closed at 1.67 (-0.15 =-8%) .IFCA this morning hit high 1.87 and 3 cent below my target 1.90 before selloff.
IFCA today selling it may due to Taking Profit, and CI Market Sentiment but not due to yesterday QR announcement or anything.
As i mentioned last week that IFCA historical always ''Goreng'' for Pre QR Announcement and Sell on news..But based on historical it may rebound and move more higher by next few days or hit the support .
For those already sold their IFCA may consider to buy back at low price and those still holding then just hold it.
Disclaimed :This is not a buy or sell call but just for ''Reference Only ''.Gila Saham is not responsible for any lost or misinformation and trade at your own risk.Any decision is your own responsible .Please set your own stop and take profit level .
Gila Saham
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发表于 22-5-2015 09:45 AM
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真的是人算不如天算..
跌到1.5x...还没卖
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发表于 22-5-2015 12:04 PM
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有成长率的公司不怕跌  |
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发表于 22-5-2015 12:38 PM
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本帖最后由 icy97 于 22-5-2015 01:26 PM 编辑
下跌股：IFCA RM1.50支撑
股市 热股技术点评 2015-05-22 10:52
http://www.nanyang.com/node/702246?tid=704
IFCA（IFCAMSC，0023，创业板）股价日线趋势于5月21日回落，陷入短期回调趋势中，跌破1.80令吉后，以1.67令吉报收，按日跌15仙或8.24%。该股料于近期在1.50-1.66令吉取得应有支撑。
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发表于 22-5-2015 12:42 PM
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人要定，大便才会硬。。。
你们赶快去大便一下，看看自己的大便有没有硬。。。 
要稳定,不要乱,你卖了米有?
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发表于 22-5-2015 02:41 PM
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本帖最后由 icy97 于 22-5-2015 11:54 PM 编辑
IFCA MSC falls 4.79% despite analysts bullish on the stock
By Fatin Rasyiqah Mustaza / theedgemarkets.com | May 22, 2015 : 2:17 PM MYT
http://www.theedgemarkets.com/my/article/ifca-msc-falls-479-despite-analysts-bullish-stock
KUALA LUMPUR (May 22): IFCA MSC Bhd ( Financial Dashboard) fell among the top ten active counters again today for declining 4.79% in the first half of the trading day although analysts suggests that investors should remain invested in the stock.
At 12.30pm, the stock was traded 8 sen lower to RM1.59 with 16.28 million shares traded. Meanwhile its warrants, IFCAMSC-WA, fell 6.25% or 10 sen to RM1.50.
Yesterday IFCA’s (fundamental: 3; valuation: 0.80) shares fell 3.47% to a closing price of RM1.67 from an opening price of RM1.73.
“Its share price came under selling pressure yesterday, which is not a surprise as the stock’s trading pattern is usually “buy on rumours, sell on news”. Further price weakness would be an opportunity to accumulate,” said CIMB Research in a report adding that investors should remain invested in the stock.
Seeing that the company has a valuation score of 0.80, this indicates the attractiveness of the stock in terms of valuations is low. TheEdge Research noted that the stock is high volatility which means that the company’s share price has been volatile over a predefined period.
Having a fundamental score of 3, which suggest strong fundamentals and attractive valuations, it also indicates that IFCA has a strong balance sheet. As at March 31, 2015, the company has a cash pile of RM53.81 million and total assets worth RM110.92 million.
According to TheEdge Research, the stock is currently trading at a price earnings ratio of 30.36 times.
Meanwhile, CIMB said in its note that IFCA is looking to launch seven software modules under service as a software (SaaS) in Malaysia, more than the three modules it had indicated last month.
It also said that IFCA has two major areas of growth in Indonesia which is the migration from Windows-based platform to mobile-based platform and SaaS to target the smaller developers.
“Indonesia offers great potential and with the right strategy, sales from this country could be larger than Malaysia’s revenue. The country’s population of around 240 million is more than 8 times that of Malaysia and Indonesia needs 800,000 new houses to meet demand annually.
“On the subject of SaaS, the launch of seven software modules under SaaS in Malaysia indicates that management is serious about growing its recurring income through SaaS,” it said.
The research house added that IFCA has a software module for the domestic construction and engineering market and demand should be strong among the contractors as most do not have proper accounting systems which are goods and service tax compliant.
CIMB has an “add” call on the stock with a target price of RM2.04. |
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发表于 22-5-2015 02:52 PM
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我从去年7月就收到现在了，没有卖 
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发表于 22-5-2015 03:32 PM
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打算把我的其他股卖掉买这个，但是暂时就kick住了 |
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