Jesse Livermore's comment on INFOM. All Comments

Jesse Livermore
42 Like · Reply
The only Mainframe technology company in Malaysia TP 1.50 . orderbook of RM 443.6 mil , CAGR 29.6% , stands to benefit from Broadcom's VAD
Jesse Livermore
会感恩的人都会走得更远
9 Like · 1 year · translate
Lawrence Chuah
jasse, vry big big thanks here for ur sharing
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Jesse Livermore
My sharing is sincere and genuine only the good company with good prospects , Jesse see ahead of all IB and analysts
1 Like · 1 year · translate
Kee Yu ze
Jesse morning systech how , by theory when will it fly
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Jesse Livermore
If infom can go 1.5 , Infotec can go at least RM 3 . Jesse deemed it as undervalue at this juncture , as they have more than 30 mil unbill , strong order book, new entity and new customer at Singapore, currently trading at only 230 mil market cap , which is significant lower compared to the nearest peers ( LGMS , Infomina which has 580 mil and 830 mil market cap )
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2 Like · 1 year · translate
Jian Liu
friends really? Now Infotec's share price is half that of Infomina.
1 Like · 1 year · translate
Kuman Raja
bu theory systech is downtrend now..jesses sudah dumpppp
1 Like · 1 year · translate
Itz Kai
0.76 I would say
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Jesse Livermore
limited upside, swap to Infotec for 300 % upside
2 Like · 1 year · translate
Itz Kai
Time to fly for infotec
1 Like · 1 year · translate
Jonz Wikk
infotec looking strong today, maybe I will join you guys
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Itz Kai
Don’t chase high yeaa
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Itz Kai
Just hold it , it will rise no limit to RM1 soon
1 Like · 1 year · translate
Jesse Livermore
swap Yr infom to infomina to enjoy another 300 % gain ,funds start to notice it , next week break 1.5
1 Like · 1 year · translate
Jesse Livermore
Like I said , Infomina already limited upside, focus in infotech which has 250 - 300 % upside
1 Like · 1 year · translate
Shirley Loke
I swing from INFOMINA to INFOTECH as Jesse's advice. Tq Jesse.
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Kuman Raja
how about sysyech 0050?????
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Kuman Raja
aiyooo calvinnnn why block meeee
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Jesse Livermore
Hold tight Infotec for CNY largest angpao , can give family a biggest angpao ever , don't wait until 2.00 only ask Jesse , soon won't be below 1.00
5 Like · 1 year · translate
Izz commerce
jesse so still 1.5 or can hold till 2.00 this end dec?
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Mr K
谢谢jesse提醒 刚好我朋友有买到 告知他了
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Shirley Loke
衷心的感谢您 Jesse! 你給了我人生的第一桶金 (Infotec)。愛你深深。
1 Like · 1 year · translate
Tan Mee Thing
请问你的一桶金是多少?
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Tan Mee Thing
我只买到一粒 也有90 哈哈哈哈
1 Like · 1 year · translate
Shirley Loke
Calvin, 猜不多是这么多。对我來说是一个大紅包啦!好开心、感恩♡
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Shirley Loke
Tan Mee Thing, 1 粒有1,000 units啰!蠻多了呀!:⁠-⁠)
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Tan Mee Thing
对对对。满足就好了。加油
1 Like · 1 year · translate
Shirley Loke
也別忘了行善, 先捨後得。
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Jonz Wikk
what happened to infomina? goreng over?
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Alex Leong
停下来休息,是为了走更远的路。
1 Like · 1 year · translate
Jian Liu
好像目光己经转去 cosmos.
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Itz Kai
cosmos 还好而已infotec是今天最高交量了
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闕任偉
请问infoctec还会上吗?有点怕...1.06进场
2 Like · 1 year · translate
Jesse Livermore
stay Tune for new jackpot
3 Like · 1 year · translate
Jesse Livermore
check out the new jackpot 0213 , new coverage
1 Like · 1 year · translate
Jesse Livermore
those follow me on mtag and loss , please swap into 0257 instead , the last stock by Jesse to cover . After that will quit forever .ungrateful human
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Faris Najmi
Jess please not quit . Me from mtag cut loss and im here follow you
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Kuman Raja
jesse always ask ppl chase high..cannot lahhh
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Shirley Loke
Jesse please don't quit.
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Jonz Wikk
nobody gets it right all the time
1 Like · 1 year · translate
Lim Alan
Hi jesse,if u quit..can u create a te legram group for those interest on ur suggest?
1 Like · 1 year · translate
Rafizam Ramli
jesse pls ignore toxic people.. they should TAYOR.. many people fllow your ideas and tq for that..
1 Like · 1 year · translate
Itz Kai
Nice one jesse congrats you all
1 Like · 1 year · translate
Kuman Raja
go go go TP 1.50 !!!!!
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Rafizam Ramli
Kuman Raja got big loss ka.. other counter also saw u.. haha..
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Kuman Raja
haha...nope..i follow jesse niaaa
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Rafizam Ramli
Fllow Jesse and close monitor your stock.. Manage wisely..
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Johnson Tan
Looks promising
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Pavitzy Ushay
all in tomorrow..sky rocket
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Kuman Raja
wah jessse when price up come out shout....price down play hide seek game....
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Jesse Livermore
infomina so kuat even market weak
2 Like · 1 year · translate
Jonz Wikk
all stocks roller coaster rides today... long weekend and end of year coming
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Jian Liu
As soon as it goes up, there is someone to arbitrage.
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Carlson Lim
Strong defence. raise is just matter of time
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Jonz Wikk
I think it won't have any big rallies til nx wk or nx yr
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Jesse Livermore
consider a good closing , 1.32 , success to absorb selling pressure
4 Like · 1 year · translate
JH
快速集体免疫
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Carlson Lim
lol those dropped stock keep discussing. those raise stock so quiet xD
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Kuman Raja
now drop liaooo...how?! carlsonn where is ur jesse?!?! when drop diam diammmm
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Carlson Lim
lol dropped few bit den u keep shouting... is it every time have to report drop abit or raise abit ?
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Faris Najmi
Entry sersol for the ticket
1 Like · 1 year · translate
Jonz Wikk
looks like in consolidation mode
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JH
突破142.。
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Carlson Lim
way to 1.5 .. where are haters?
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Jian Liu
The TP given to it by cimb: 1.70
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Aaron
gogo rm1.7 2023 target
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Jian Liu
【行家论股】盈获数码 3年财测上修
Nanyang Thu, Dec 29, 2022 05:44pm - 18 hours



分析:联昌国际投行研究

目标价:1.70令吉

最新进展:

盈获数码(INFOM,0265,创业板)获得泰国汇商银行颁发一揽子合约,价值2844万美元(约1亿2514万令吉)。

该合约旨在为泰国汇商银行提供技术应用和基建营运、维护和支持服务,并为其API网关的改进和实施提供解决方案,以符合该集团转型至金融科技经济的战略。盈获数码获得的新合约对我们来说是一个惊喜;这让该公司手持订单扩张32.2%,达到5.3亿令吉之多。

泰国汇商银行是泰国、甚至东盟领先的银行之一;这项合约正可以证明了盈获数码在主机架构以及提供数字转型的能力。

我们也了解到,盈获数码放眼在未来3到6个月里,继续拿下更多来自国内外客户的合约,预计这些新合约总值可达1亿至1.5亿令吉。

纳入更多合约收获之后,我们提高了盈获数码未来3个财年的盈利预测,并将目标价上调至1.70令吉,重申“增持”评级。

目标价相当于2024年25.3倍本益比,这较同行的21倍本益比溢价20.5%。

这是因为该公司可以提供独一无二的主机架构相关业务、是博通(Broadcom)指定的区域独家主机架构软件增值分销商,以及拥有41.6%每股净利年均复增的强劲展望。
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Alex Leong
我就奇怪,突然喷子去完那里了???
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Carlson Lim
喷子只会在跌的时候出现 起的时候就安静到好像已经失踪。不管他们拉。反正买在低点怎样都有profit 只要不跌破就是爽
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Itz Kai
我同意哦,喷子在跌的时候才出现说几句就跑哈哈哈
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Ongheng Huat
哈哈哈,jesse 厉害 连tp 多少都能预算到,佩服,期待 0050 也一样能跟着jesse 的 tp走,跌时就是时候加票
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Carlson Lim
no greedy. 1.46 take profit ciao! Happy New Year guy!!
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Jian Liu
Dark horses in 2023.
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Chris Siah
next Infomina 0268
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Ken
Runnnnnnnnnnnnnnnnnnn
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Kuman Raja
zaozao ask run..dun wan..black horse wor.....jesse hide inside closet jor.....
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闕任偉
Infotec 2.0
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c30 teh
shake shake it, tqvm
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Kuman Raja
dont be stupid like jesse........this counter cannt d
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c30 teh
Lang say 1.50, some at 1.40 baru masuk, waiting for 1.50 and bagging for break above 1.50, once really break, buy more chase ? paper profit better than real profit?
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Carlson Lim
hater only can hate becuz jesse didnt wait him and not setting cut loss. thank kiu jesse for the recommendation stock. Waiting u to come back nxt time .
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Itz Kai
ikr yall should follow your own footsteps on trading haha, dont rely on jesse and not having your own knowledge
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Chang Yoke Lee
i earn twice for this counter. Tq jesse
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MOHD BURHAN YUSOF
Jesse TP achieve today 1.50...Nice.
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Pavitzy Ushay
1.7 next target
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c30 teh
OK, fry 1.69 . dump 1.23
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Kuman Raja
calvin poor?!!!!!!!!!
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Itz Kai
Hi kuman im back, after reporting me hahaa
3 Like · 1 year · translate
Shawn Lim
Jesse how is eframe-wa tp?
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ALIBILI CHG
wow...kuman reporting so many ppl at so many counters...i am one òf the victims too....hahaha
1 Like · 1 year · translate
Itz Kai
Hahaa because he cant win us by his mouth and plus getting roasted too hahaa
1 Like · 1 year · translate
Jian Liu
Infomina's 1H net earnings within expectation, stronger 2H expected, says CGS-CIMB Research
NST Wed, Jan 18, 2023 04:18pm - 23 minutes



The firm expects a stronger 2H for the company owing to its typically strong progress billings in 2H of Infomina's financial year and higher orderbook recognition.
KUALA LUMPUR: Infomina Bhd's net profit of RM11.2 million in the first half (1H) of FY23 came within CGS-CIMB Research's expectations, making up 36.3 per cent of its full-year FY23 earnings per share estimates.

The firm expects a stronger 2H for the company owing to its typically strong progress billings in 2H of Infomina's financial year and higher orderbook recognition.

As of December 2022, CGS-CIMB Research estimated that Infomina is sitting on an orderbook of RM530 million, which

should last until end-FY27.

"On top of that, we gather that Infomina's tenderbook is above RM380 million. From this amount, the company expects to win several contracts from its domestic and foreign markets in the next three to six months.

"We also believe Infomina stands to benefit from the ongoing expansion plans by its new and existing customers in the mainframe and IT transformation space," it said in a note today.

Meanwhile, CGS-CIMB Research said that as of end-1H, Infomina's cash position was at RM94 million.

Hence, the firm forecasted Infomina's annual dividend payout of 20 per cent for FY23-FY25, translating into dividend yields of 0.7-1.0 per cent.

"While we believe that there is an opportunity for Infomina to pay more dividends, we believe that it is likely to keep its cash to fund any large-scale projects (especially for turnkey projects that require upfront purchases while payments are based on project milestones) and for working capital for each overseas subsidiary," it added.

CGS-CIMB Research has maintained its 'Add' call on Infomina with an unchanged target price of RM1.70.
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1 Like · 1 year · translate
Pavitzy Ushay
inform wil be following sfp...next target 1.7
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Itz Kai
Next target 1.65 tp
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Ken
In dream. Today should plunge like mad due to nasdaq
2 Like · 1 year · translate
Jesse Livermore
Infotec maintain TP RM 2.50 , undervalue compared to Infomina (812mil mc) , lgms (600mil mc) . The company aims to start own Security Operation office and network operation centre on first Q of 2023 , and expand to international presence. Current Quarter consist impairment losses on financial assets of Rm 1.90 mil if not the PBT will be Rm 6.3 mil. The company is zero debt and with RM 37.84 mil cash. Net cash from operating: RM 15,076,000. FYE2022 : RM 72.84 mil
FYE2021 : RM 44.59 mil
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4 Like · 1 year · translate
Itz Kai
I stay with infotec , TP 1.5
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Pavitzy Ushay
me 1.7 ........
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