$MYEG (0138.BMS)$
Let's take a look at Zetrix Marketing Manager, an insider, explaining the operation of blockchain and learn more about the company's business I've invested in.
Let's take a look at Zetrix Marketing Manager, an insider, explaining the operation of blockchain and learn more about the company's business I've invested in.
Translated
From YouTube
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Looking at MYEG's performance in the first quarter of 2024, investors have discovered that the company's revenue from business outside of Malaysia has reached 79 million. According to management, this is mainly due to the contribution of Zetrix blockchain.
Speaking of Zetrix blockchain, investors must understand the Zetrix ecosystem created by MYEG. This ecosystem includes Ztrade (which mainly decentralizes the process of reviewing goods exported to China, speeding up the process), Supply Chain Finance (SCF), which is a set of financial solutions aimed at allowing companies to extend payment terms to suppliers and providing suppliers with the option of early payment, thus optimizing cash flow), Multi Chain Wallet (a platform for buying and selling Zetrix tokens) and Digital Credentials Service. Digital Credentials Service is a system or platform for issuing, managing, and verifying digital credentials. These credentials are digital representations of qualifications, achievements, or other forms of certification that can be securely shared and verified online. Digital Credentials Service is commonly used in education, professional certification, and identity verification. Currently, MYEG is responsible for digitizing Chinese people's identity cards and driver's licenses.
Opening MYEG's Ztrade website, we can see that it is currently only used in Malaysia, while Indonesia will be using it this year...
Speaking of Zetrix blockchain, investors must understand the Zetrix ecosystem created by MYEG. This ecosystem includes Ztrade (which mainly decentralizes the process of reviewing goods exported to China, speeding up the process), Supply Chain Finance (SCF), which is a set of financial solutions aimed at allowing companies to extend payment terms to suppliers and providing suppliers with the option of early payment, thus optimizing cash flow), Multi Chain Wallet (a platform for buying and selling Zetrix tokens) and Digital Credentials Service. Digital Credentials Service is a system or platform for issuing, managing, and verifying digital credentials. These credentials are digital representations of qualifications, achievements, or other forms of certification that can be securely shared and verified online. Digital Credentials Service is commonly used in education, professional certification, and identity verification. Currently, MYEG is responsible for digitizing Chinese people's identity cards and driver's licenses.
Opening MYEG's Ztrade website, we can see that it is currently only used in Malaysia, while Indonesia will be using it this year...
Translated
![MYEG's undervalued blockchain business?](https://sgsnsimg.moomoo.com/sns_client_feed/101727597/20240622/1719034140101-random5045-101727597-android-org.jpeg/thumb?area=104&is_public=true)
![MYEG's undervalued blockchain business?](https://sgsnsimg.moomoo.com/sns_client_feed/101727597/20240622/1719034140514-random8218-101727597-android-org.jpeg/thumb?area=104&is_public=true)
![MYEG's undervalued blockchain business?](https://sgsnsimg.moomoo.com/sns_client_feed/101727597/20240622/1719034140766-random1616-101727597-android-compress.jpg/thumb?area=104&is_public=true)
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If these orders flow $First Solar (FSLR.US)$Will it also be indirectly beneficial $PA (7225.BMS)$ what? Keep an eye on subsequent performance.
Translated
![New US limits First Solar](https://sgsnsimg.moomoo.com/sns_client_feed/101727597/20240606/1717685208547-random2683-101727597-android-compress.jpg/thumb?area=104&is_public=true)
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It arrived in May of this year and held $KGB (0151.BMS)$ It's been almost three years. At first, it seemed that it was unique because it had a special industrial gas with a deep moat, especially high-purity gas (UHP) linked to semiconductors. It was also a highly profitable business for the company and contributed more than 60% of the company's turnover.
This kind of engineering subsistence company already has a cyclical weakness. Often, turnover is affected by the downturn in the industry, let alone companies linked to the semiconductor boom.
The wonderful thing is... The company started the liquefied carbon dioxide manufacturing field in 2019. The first factory was put into production in October of the same year, with an annual output of 50,000 tons. Currently, production is at full capacity.
Speaking of liquefied carbon dioxide (LCO2), it can be used for various purposes, especially in the food and beverage industry, to produce carbonated beverages and make dry ice for freezing food. Currently, more than 70% of the company's liquefied carbon dioxide is exported. This business can bring recurring income (Recurring Income) to the company, which is also shareholder's favorite business income, because it can be described as the company's “banknote capacity.” Currently, the profit from this business is around 30%.
The company's second new liquefied carbon dioxide plant was put into operation at the end of March this year, increasing total production from 50,000 tons to 120,000 tons. The company will have the potential to become the nation's largest supplier of liquefied carbon dioxide.
$KGB (0151.BMS)$ This year's first...
This kind of engineering subsistence company already has a cyclical weakness. Often, turnover is affected by the downturn in the industry, let alone companies linked to the semiconductor boom.
The wonderful thing is... The company started the liquefied carbon dioxide manufacturing field in 2019. The first factory was put into production in October of the same year, with an annual output of 50,000 tons. Currently, production is at full capacity.
Speaking of liquefied carbon dioxide (LCO2), it can be used for various purposes, especially in the food and beverage industry, to produce carbonated beverages and make dry ice for freezing food. Currently, more than 70% of the company's liquefied carbon dioxide is exported. This business can bring recurring income (Recurring Income) to the company, which is also shareholder's favorite business income, because it can be described as the company's “banknote capacity.” Currently, the profit from this business is around 30%.
The company's second new liquefied carbon dioxide plant was put into operation at the end of March this year, increasing total production from 50,000 tons to 120,000 tons. The company will have the potential to become the nation's largest supplier of liquefied carbon dioxide.
$KGB (0151.BMS)$ This year's first...
Translated
![The first 200% of an investment career](https://sgsnsimg.moomoo.com/sns_client_feed/101727597/20240517/1715959627774-random1633-101727597-android-org.jpeg/thumb?area=104&is_public=true)
![The first 200% of an investment career](https://sgsnsimg.moomoo.com/sns_client_feed/101727597/20240517/1715959628240-random5256-101727597-android-org.jpeg/thumb?area=104&is_public=true)
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Highlight 1: ICT service revenue (cloud services and data centers) compared to the same quarter last year61% increase
Management stated in a statement that strong growth was due to cloud and data center services
Highlight 2: Cloud services will generate recurring revenue for the company, and management indicated plans to launch several data center services in the next few months
Highlight 3: New products will be unveiled this year (new growth engine)
Summary: Among these three highlights, shareholders value the most recurring revenue from cloud and data center services. Investors familiar with VSTECS know that the company's main business is PC agents and enterprise system services. Among them, the PC agency business, which accounts for the largest share of turnover, also has a very low profit margin.
Shareholders hope that cloud services and data center services can improve the company's low profit margins in the future and gradually become the company's main business. After all, businesses that can generate recurring revenue can provide stable cash flow, offsetting the company's cyclical influence on PC agents.
As for how the stock price will react tomorrow, let's leave it up to the market to decide. Will the overall decline in turnover give up last week's increase? Shareholders also have no ability to anticipate tomorrow. Shareholders only know that friends who persist in their time on the investment path “nurture” companies with growth value. What's left is to eat, drink, and wait patiently for long-term value to emerge.
$VSTECS (5162.BMS)$
Management stated in a statement that strong growth was due to cloud and data center services
Highlight 2: Cloud services will generate recurring revenue for the company, and management indicated plans to launch several data center services in the next few months
Highlight 3: New products will be unveiled this year (new growth engine)
Summary: Among these three highlights, shareholders value the most recurring revenue from cloud and data center services. Investors familiar with VSTECS know that the company's main business is PC agents and enterprise system services. Among them, the PC agency business, which accounts for the largest share of turnover, also has a very low profit margin.
Shareholders hope that cloud services and data center services can improve the company's low profit margins in the future and gradually become the company's main business. After all, businesses that can generate recurring revenue can provide stable cash flow, offsetting the company's cyclical influence on PC agents.
As for how the stock price will react tomorrow, let's leave it up to the market to decide. Will the overall decline in turnover give up last week's increase? Shareholders also have no ability to anticipate tomorrow. Shareholders only know that friends who persist in their time on the investment path “nurture” companies with growth value. What's left is to eat, drink, and wait patiently for long-term value to emerge.
$VSTECS (5162.BMS)$
Translated
![VSTECS 2024 Q1 Quarterly Report Highlights](https://sgsnsimg.moomoo.com/sns_client_feed/101727597/20240516/1715791027460-random8824-101727597-android-org.jpeg/thumb?area=104&is_public=true)
![VSTECS 2024 Q1 Quarterly Report Highlights](https://sgsnsimg.moomoo.com/sns_client_feed/101727597/20240516/1715791027956-random3985-101727597-android-org.jpeg/thumb?area=104&is_public=true)
![VSTECS 2024 Q1 Quarterly Report Highlights](https://sgsnsimg.moomoo.com/sns_client_feed/101727597/20240516/1715791028236-random1624-101727597-android-org.jpeg/thumb?area=104&is_public=true)
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As the Malaysian KLCI Index rose, my overall portfolio also quietly reached a new high. Let's continue to ferment green positive energy next week
$FTSE Bursa Malaysia KLCI Index (.KLSE.GI)$
Translated
![KLCI continues to reach new highs, reaching 1,600 points](https://sgsnsimg.moomoo.com/sns_client_feed/101727597/20240503/1714743437594-random6216-101727597-android-org.jpeg/thumb?area=104&is_public=true)
![KLCI continues to reach new highs, reaching 1,600 points](https://sgsnsimg.moomoo.com/sns_client_feed/101727597/20240503/1714743438057-random7863-101727597-android-org.jpeg/thumb?area=104&is_public=true)
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As a newbie to the platform, on the last trading day of April, record the rewards you get for opening a Moomoo account in one month
Translated
![Moomoo wow me](https://sgsnsimg.moomoo.com/sns_client_feed/101727597/20240430/1714474486998-random9900-101727597-android-org.png/thumb?area=104&is_public=true)