$MMAG (0034.MY)$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 Berhadis 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 VTecis 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, andICT 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 .