Updates

Fusionex - Three GIANT contracts expected

February 2014

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

We met with chief executive Ivan Teh shortly after 2013 results were reported and had a quick demonstration of the companyâ€™s recently launched GIANT Big Data Analytics software, to work with data at any scale. Nice to see the shares continue their vertical ascent especially as they were one of our New Year NAPS. As it was, sales were up 42% to RM44.4m, of which 75% was in Asia Pacific. Pretax profit was also up 45% to RM19m. Fusionex has historically sold its products under a traditional licencing model and is moving to SAAS but already the revenue mix is attractive with 83% from software, of which 55%+ is recurring in nature and it is becoming less and less reliant on new software contracts. But there is no let up i ...

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Fusionex (April 2017)

Fusionex (November 2016)

Fusionex - Launches out of box GIANT for SMEs (October 2016)

Fusionex - Signs reseller agreement with Cloudera (March 2016)

Fusionex - FY16 to be an investment year (February 2016)

Fusionex (December 2015)

Fusionex (November 2015)

Fusionex (March 2015)

Fusionex - Growing repeat income (June 2014)

Fusionex - High quality new issue: a Big Data play (June 2013)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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