English
Back
Download
Log in to access Online Inquiry
Back to the Top

Malaysia Technology | 马来西亚科技行业

$MMAG (0034.MY)$ MMAG Holdings Berhad operates across three main segments:
1. Logistics: Provides courier and delivery services through its subsidiary, Line Clear Express. It focuses on last-mile delivery for e-commerce platforms.
2. ICT Solutions: Offers ICT distribution, including hardware, software, and enterprise solutions.
3. Investment Holding: Focuses on strategic investments to diversify income streams.

Recent Performance and Challenges:
Financial Issues: MMAG has reported significant losses over the past decade, including operational challenges and low revenue growth.
Stock Volatility: Its stock has seen speculative trading activity, leading to high volatility.
Corporate Actions: The company has frequently raised funds through share consolidation and rights issues to address capital constraints .

Future Prospects:

MMAG has been restructuring its business, focusing on strengthening its logistics segment and exploring opportunities in digital and ICT solutions. Despite its challenges, there is potential for growth, particularly in the expanding e-commerce and logistics market .
$NOTION (0083.MY)$ Notion VTec Berhad is a Malaysian-based manufacturer specializing in high-precision components for various sectors, including:
1. Hard Disk Drives (HDD): A key area of production, particularly in precision parts.
2. Automotive Industry: Supplies components such as shock absorber parts and other critical automotive components.
3. Healthcare Sector: Recently diversified into manufacturing medical components like ventilators and PPE to capitalize on new demand.

Financial Overview
Revenue Streams: It primarily earns from HDD parts and automotive components but has seen growth in its newer ventures like EMS (electronics manufacturing services).
Performance: In Q4 FY2024, Notion reported a profit of RM3.05 million despite a significant forex loss of RM14.8 million. Without the forex impact, its adjusted PAT (profit after tax) was RM17.85 million.
Growth Outlook: Management expects revenue to grow 20%-25% in FY2025, driven by increased demand in automotive and EMS segments .

Recent Developments
Strategic Diversification: The company is exploring new projects to reduce dependence on traditional industries.
Dividends: Despite forex challenges, it has maintained investor confidence by declaring dividends.

Notion VTec is positioning itself for sustained growth by balancing its traditional sectors with newer markets like healthcare and EMS .
$GOHUB (0311.MY)$ Go Hub Capital Berhad is a Malaysian company specializing in enterprise IT solutions, particularly for the transportation sector. The company’s offerings include customized software development, hardware-software integration, and terminal management services. Its focus lies in providing solutions such as ticketing systems, fare collection systems, fleet monitoring systems, and terminal operating systems, primarily catering to bus and rail operators.

Incorporated in 2022, Go Hub Capital has positioned itself as a key IT partner in public transportation, with its revenue streams supported by maintenance and support services provided to its clients .

The stock has seen varied market activity recently, with a focus on trading levels around RM1.20–1.40, driven by speculation and ongoing projects. Despite some challenges, such as losing a key AFC tender, the company remains a focal point for investors in the IT and transportation space .
$HTPADU (5028.MY)$ HeiTech Padu Berhad is a Malaysian company primarily focused on providing integrated IT business solutions. Established in 1994 and headquartered in Subang Jaya, the company specializes in systems integration, data center management, disaster recovery, and network services. It operates in sectors such as IT infrastructure, defense, finance, and education, offering solutions like system analysis, application development, and project management.

HeiTech Padu also engages in property investment and the development of software for SMEs. It has expanded its services internationally to markets like Australia and Indonesia. The company operates through segments that include core IT services, hardware/software integration, and support services.

For the fiscal year ending December 2023, HeiTech Padu recorded revenues of RM 277.86 million. The stock has shown volatility, with a 52-week high of RM 4.43 and a low of RM 0.75, reflecting market dynamics and the company’s financial performance .
$VSTECS (5162.MY)$ VSTECS Berhad is a leading Malaysian ICT distributor, established in 1985 and headquartered in Petaling Jaya. The company operates in three core segments: ICT Distribution, Enterprise Systems, and ICT Services. It distributes a wide range of products including notebooks, personal computers, smartphones, tablets, printers, wearables, network infrastructure, and enterprise software. In addition to distribution, VSTECS provides value-added technical support, maintenance services, and logistics solutions for its clients.

The company serves a broad customer base through a reseller network that includes retailers, system integrators, and corporate dealers. Its recent financial performance has been strong, with a 30.2% revenue growth in Q3 2024, reaching RM 841.8 million. This growth is attributed to increased demand for both consumer and enterprise ICT products, alongside new product launches. Profit before tax also surged by 53.5% compared to the same period in the previous year.
$SNS (0259.MY)$ SNS Network Technology Berhad is a Malaysian company primarily engaged in the information and communications technology (ICT) sector. The company specializes in the sale and distribution of ICT products and services. Key offerings include its own ICT product range, particularly the JOI brand, and a variety of services like managed ICT services, device-as-a-service (DaaS), and repairs for Apple products. SNS also operates in broadband services, acting as a reseller and authorized dealer for Telekom Malaysia’s products .

SNS focuses on several key business areas:
1. ICT Products: Distribution of hardware and devices, including its own JOI-branded products.
2. ICT Services & Solutions: This includes managed services, DaaS, and solutions for enterprises and educational institutions.
3. Repair and Upgrades: The company is an Apple-authorized service provider.
4. Broadband and Internet Services: SNS resells Telekom Malaysia services, including broadband packages and Cloudxis, a managed internet service .

Despite some challenges in stock performance and fluctuating investor sentiment, SNS has also made headlines for securing significant orders in the AI hardware sector, which could boost its future prospects . For the most recent performance updates, including dividends and financial results, it’s advisable to keep an eye on their quarterly earnings reports and announcements.
$IFCAMSC (0023.MY)$ IFCA MSC Berhad is a Malaysian business software solutions provider, focused on research, development, and delivery of enterprise-wide solutions. Established in 1987, the company offers a variety of software solutions aimed at industries such as property, construction, hospitality, and human resource management. Key products include cloud-based systems like HRX (Human Resource Management), HotelX (hotel management), PropertyX (property management), and ContractX (construction project management) .

IFCA MSC also provides maintenance, support, training, and implementation services, catering to both local and international markets. Its offerings include e-invoicing systems and integrated software solutions that streamline operations for various sectors .

Headquartered in Petaling Jaya, Malaysia, IFCA MSC continues to innovate and expand its product range to meet the evolving needs of its clients .
$JCY (5161.MY)$ JCY International Berhad is a Malaysia-based company primarily engaged in designing, manufacturing, assembling, trading, and selling components for hard disk drives (HDD). The company also produces various other components, including LED light bulbs, solar micro inverters, baseplates, solid-state drive enclosures, and actuator arm bodies, serving the computer hardware sector. Its manufacturing operations are located in Malaysia and Thailand.

Founded in 1994, JCY International is known for its role as a supplier to the data storage market, providing critical parts for HDDs. The company operates in several regions, with a substantial focus on the Southeast Asian market. As of late 2024, it has been performing well, reporting a significant increase in revenue and net income in recent quarters .
$THETA (9075.MY)$ Theta Edge Berhad is a Malaysian company primarily involved in the provision of information technology (IT) and telecommunication engineering services. Founded in 1993, the company operates in two main segments: IT and telecommunications. Theta Edge offers a variety of services, including custom applications development, cloud and data center modernization, managed services, network solutions, and cybersecurity systems. They are also engaged in healthcare-as-a-service, device-as-a-service, and green technology solutions .

The company plays a significant role in the Malaysian technology sector, providing system integration and related services, including the sale and maintenance of computers and telecommunication equipment. Additionally, it focuses on specialized services such as mobile data networks and various customized IT solutions .

In terms of its corporate evolution, Theta Edge was originally known as Lityan Holdings Berhad before rebranding in May 2010. It is headquartered in Petaling Jaya, Malaysia .
$ITMAX (5309.MY)$ ITMAX Systems Berhad is a Malaysian company established in 2001, primarily engaged in the development, supply, and installation of networked systems used in public spaces. The company specializes in providing solutions for lighting systems, traffic management, video surveillance, communication networks, and related artificial intelligence technologies. It also offers managed services for video surveillance and analytics systems.

Headquartered in Kuala Lumpur, ITMAX operates as a subsidiary of Sena Holdings Sdn. Bhd. It is a key player in the communication equipment sector, particularly focusing on smart city solutions, as Malaysia continues to advance its urbanization efforts .
$EDARAN (5036.MY)$ Edaran Berhad is a Malaysian investment holding company with diverse business interests across several segments, including information technology (IT), telecommunications, manufacturing, lifestyle, and investment holdings. The company provides solutions like system integration, network management, and hardware distribution while also engaging in lifestyle product development. Established in 1986, Edaran is publicly listed on Bursa Malaysia and has expanded its portfolio to cater to both private and public sector needs.
$RAMSSOL (0236.MY)$ Ramssol Group Berhad is a Malaysian-based IT solutions company founded in 2010. The company specializes in a range of human resource technology services, including employee engagement software, payroll management solutions, and IT staff augmentation. Their offerings also extend to providing project management services, particularly for enterprises in Southeast Asia, where they have a strong presence in countries such as Malaysia, Singapore, Indonesia, Vietnam, and Thailand.

Ramssol has built a significant client base of over 500 corporate clients, including large multinational companies. They are focused on advancing people through technology, with a core mission to offer innovative solutions for business management and employee productivity. They also boast strong financial performance, with a market capitalization of RM222.5 million as of late October 2024. The company’s diverse service offerings include platforms for employee engagement and mobile apps, as well as customizable IT solutions for business operations .
$MMAG (0034.MY)$
MMAG控股有限公司主要经营以下三大业务领域:
1. 物流:通过其子公司Line Clear Express提供快递和配送服务,专注于电子商务平台的最后一公里配送。
2. 信息与通信技术(ICT)解决方案:提供ICT分销服务,包括硬件、软件及企业解决方案。
3. 投资控股:专注于战略性投资以实现收入来源多元化。

近期表现与挑战
财务问题:MMAG过去十年中报告了显著亏损,包括运营挑战和低收入增长。
股价波动:公司股票因投机交易活动而波动较大。
公司行动:为应对资金压力,公司频繁通过股份合并和配股筹集资金。

未来展望
MMAG正在重组业务,重点加强物流领域,并探索数字和ICT解决方案方面的机会。尽管面临挑战,但在电子商务和物流市场扩张的背景下,公司仍有增长潜力。

$NOTION (0083.MY)$
Notion VTec有限公司是一家马来西亚制造商,专注于以下高精密组件生产领域:
1. 硬盘驱动器(HDD):尤其是精密零部件的生产是其主要业务领域。
2. 汽车行业:提供避震器零件及其他关键汽车部件。
3. 医疗行业:最近多元化生产呼吸机和个人防护装备(PPE),以满足新需求。

财务概览
收入来源:主要来自硬盘驱动器零件和汽车零部件,但在电子制造服务(EMS)等新业务中有所增长。
业绩表现:2024财年第四季度,尽管因外汇亏损RM1480万,公司仍实现净利润RM305万;剔除外汇影响后的调整后净利润为RM1785万。
增长前景:管理层预计2025财年收入增长20%-25%,主要得益于汽车和EMS领域需求增加。

近期发展
战略多元化:公司正在探索新项目,以减少对传统行业的依赖。
股息:尽管面临外汇挑战,公司仍通过派发股息维持投资者信心。

Notion VTec通过平衡传统业务与医疗和EMS等新兴市场,努力实现持续增长。

$GOHUB (0311.MY)$
Go Hub Capital有限公司是一家马来西亚企业,专注于运输行业的企业IT解决方案。其服务包括定制软件开发、硬件与软件集成、以及终端管理服务,主要提供以下解决方案:
售票系统
票价收集系统
车队监控系统
终端运营系统

Go Hub Capital成立于2022年,定位为公共交通领域的重要IT合作伙伴,其收入主要来源于为客户提供的维护和支持服务。

近期,股票交易价格主要集中在RM1.20–1.40区间,受投机及项目进展影响波动。尽管丢失了一个关键的自动收费系统(AFC)招标项目,公司仍是IT与交通领域投资者关注的焦点。

$HTPADU (5028.MY)$
HeiTech Padu有限公司是一家专注于提供综合IT业务解决方案的马来西亚公司,成立于1994年,总部位于梳邦再也。公司业务涵盖系统集成、数据中心管理、灾难恢复和网络服务,服务领域包括:
IT基础设施
国防
金融
教育

公司提供系统分析、应用开发、项目管理等解决方案,并涉足中小企业的软件开发及物业投资领域。此外,HeiTech Padu还将业务扩展至澳大利亚和印度尼西亚等国际市场。

截至2023年12月,公司收入为RM2.7786亿。股票表现波动较大,52周高点为RM4.43,低点为RM0.75,反映了市场动态和公司财务表现的变化。

$VSTECS (5162.MY)$
VSTECS有限公司是一家领先的马来西亚ICT分销商,成立于1985年,总部位于八打灵再也。公司运营三大核心业务:
1. ICT分销
2. 企业系统
3. ICT服务

VSTECS分销多种产品,包括笔记本、个人电脑、智能手机、平板电脑、打印机、可穿戴设备、网络基础设施及企业软件。此外,公司还为客户提供增值技术支持、维护服务和物流解决方案。

近期财务表现强劲,2024年第三季度收入同比增长30.2%,达RM8.418亿。增长得益于消费和企业ICT产品需求增加以及新产品的推出。税前利润同比增长53.5%。

$SNS (0259.MY)$
SNS Network Technology有限公司主要从事信息与通信技术(ICT)领域,包括:
1. ICT产品:分销硬件及其自主品牌JOI系列产品。
2. ICT服务与解决方案:包括托管服务、设备即服务(DaaS)和企业及教育机构解决方案。
3. 维修和升级:为Apple授权服务提供商。
4. 宽带和互联网服务:代理销售Telekom Malaysia的宽带和Cloudxis托管互联网服务。

尽管股价表现波动,公司因获得AI硬件领域的重大订单备受关注,为未来增长提供动力。

$IFCAMSC (0023.MY)$
IFCA MSC有限公司是一家马来西亚企业软件解决方案提供商,成立于1987年,专注于以下行业:
房地产
建筑
酒店
人力资源管理

公司提供基于云的系统,包括HRX(人力资源管理)、HotelX(酒店管理)、PropertyX(房地产管理)和ContractX(建筑项目管理)。

$JCY (5161.MY)$
JCY International有限公司是一家马来西亚公司,主要从事硬盘驱动器(HDD)部件的设计、制造和销售,同时生产LED灯泡、太阳能微型逆变器等组件。其生产业务覆盖马来西亚和泰国,客户集中在东南亚市场。

$THETA (9075.MY)$
Theta Edge有限公司主要提供IT和电信工程服务,成立于1993年。其服务包括定制应用开发、云和数据中心现代化、网络解决方案及网络安全系统,同时涉足绿色科技领域。

$ITMAX (5309.MY)$
ITMAX Systems有限公司专注于公共空间网络化系统的开发,包括照明系统、交通管理、视频监控及AI技术,为智慧城市建设提供支持。

$EDARAN (5036.MY)$
Edaran有限公司是一家马来西亚投资控股公司,业务领域涉及信息技术、电信、制造业、生活方式和投资控股。

$RAMSSOL (0236.MY)$
Ramssol Group有限公司专注于人力资源技术解决方案,包括员工互动软件、薪资管理及IT员工增援服务,覆盖东南亚市场多个国家。
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only. Read more
15
1
+0
Translate
Report
224K Views
Comment
Sign in to post a comment
    Data Analytic | Research
    1738
    Followers
    46
    Following
    4190
    Visitors
    Follow
    Discussing
    Trump 2.0 Era: What's the next opportunity in the markets?
    ▪️Could Trump's crypto policies potentially benefit the crypto market? ▪️Might his tariff policies have a positive effect on Chinese stocks Show More