KEYASIC BERHAD dan Personal Cloudnya (Part 1)
Assalamualaikum dan Selamat Sejahtera semua,
Sekilas info Keyasic Berhad sebuah company rugi yang mula menyinar dengan produk terbarunya.
Sebelum ini ada dikaji dalam program Latihan Ceo yang dibentangkan oleh Saudara Mahathir. Harga semasa ketika itu 9sen dan selepas kajian terbukti potensi dikaji TEPAT!
Kenaikan tertinggi dalam tempoh 5 tahun adalah 25sen dan harga kekal berada diatas 18sen. Jika kekal atas 18sen saya nampak akan kebenaran potensi personal cloud cardnya.
Jom layan cerita yang saya petik dari The Starbiz ini
Gambar : Petikan akhbar The Star, 5 September 2015.
Saturday September 5, 2015 12:00:00 AM
[Fortunes of Key ASIC hinge on two chips]Changes appear to be taking place in semiconductor design company, Key ASIC Bhd.
For this company, which has been floundering in losses over the last four financial years, next year may appear to be its turnaround year based on two main developments.
Firstly, the losses over the last four years were incurred in the investment and research & development for two of its main categories of products, the chips SPG101 and SPG102 and the system products – Kcard and Kdrive.
The investment phase for these chips is now over, and it is in the midst of shipping orders.
Over the last two years, more than one million pieces of SPG101 were shipped to the likes of Toshiba and Lenova. The narrowing of Key ASIC’s losses for the first half ended June 30, 2015 is evident of its improving financials.
For the six months to June 30, 2015, net losses narrowed to RM8.07mil from RM9.37mil previously. Revenue was up 30.85% to RM9.25mil. The company has no borrowings and cash of some RM3mil as of the period.
Losses incurred in financial year 2014 (FY14), FY13, FY12 and FY11 were RM34.25mil. RM7.55mil, RM19.07mil and RM38.85mil respectively.
Secondly and more importantly, the SPG102, K ard and K Drive will start shipping by end 2015.
Effectively, the company is adding three more products into the revenue stream commencing 2016.
“It took us four years to build these chips and it has been worth the effort. Our K-Card for instance is the fastest SD Wifi Card in the world.
The biggest acknowledgement is that these chips are now being used by Toshiba in their transfer jet card, and Lenova in their SD Wifi card, under their own brand.
In fact, they launched these products last month. The initial pilot production has been shipped to these customers and we are looking forward to more shipments subsequently,” said a clearly pleased Eg Kah Yee, the non executive chairman and CEO of Key ASIC.
The retail price of the SD WiFi Card and USB WiFi Drive is in the range of US$35 to US$50 depending on the configuration.
This will help to increase its revenue and profit when these products go into consistent volume shipment.
Key ASIC last traded at 8 sen yesterday.
Big Shareholders
An interesting facet of the company is its list of shareholders. The second largest shareholder of the company is Khazanah Nasional Bhd, which owns a 20.7% stake in the company. This is followed by Commerce Technology Ventures Sdn Bhd which holds a 6.84% stake. The biggest shareholder of the company is Key Asic Limited (KAL) which holds a 40.61% stake.
Another noticeable character of the company is Taiwanese Benny Hu, who was formerly the Chairman of China Development Investment Bank (this is equivalent to Khazanah except it is publicly listed). Hu is the independent director of Key ASIC.
Hu is believed to have led the investing team behind KAL.
Hu’s interest in semiconductor design and technology is notable from his various investments in technology companies, including some of the top global semiconductor foundries such as United Microelectronics Corp (UMC) and Worldwide Semiconductor Manufacturing Corp (WSMC). (WSMC was bought over by Taiwan Semiconductor Manufacturing Co in 2000).
To date, Hu has the experience of investing in over 60 fabless design companies worldwide.
He is currently founder and chairman of Whitesun Partner Ltd investment fund where he continues to invest in technology and life science businesses. He is also vice chairman of Taipei 101 and the director of Taiwan High Speed Rail among many other positions.
Now what would attract these big names into Key Asic – a little loss-making company with no dividends and a market cap of only RM68.2mil. Its shares are still trading below its 10 sen par value, at its last traded price of 8 sen. This is one of its all-time lowest price, as the stock has been on a virtual downtrend since scaling its high of 82.5 sen back in 2009.
When asked how Key ASIC attracted such big shareholders, Eg is not keen to divulge details, although he hints that the potential of the K-Card and K-Drive are reasons for their interest.
“I can’t speak for others, but I would say that our SPG products, K-Card and K-Drive are quite revolutionary. Who says Malaysian products cannot be world class? Because of these two chips, Key Asic has been awarded over 16 patents for these technologies that we have developed from the US, Japan, Taiwan and Singapore. These patents are now being filed for China,” explained Eg.
The K Card and K Drive
Eg explained that Key ASIC is the only semiconductor company in Malaysia that has developed a complete System on a Chip (SoC), system product and applications software on its own.
“Our SoC is a 32-bit central processing unit capable of running up to 250MHz with Secure Digital (SD) and USB (Universal Serial Bus) interface, that is connected to WiFi modules. “It is a ultra low powered SoC designed for the Internet Of Things (IOT), which is expected to be the next exploding trend after the personal computer and smart phones,” explains Eg.
Eg says that the applications of IOT devices are broad and deep. It is widely used in wearable devices for fitness and healthcare such as Apple Watch, Fitbit and many others.
It is also used for FDA approved medical devices such as Bluetooth blood pressure monitor, electrocardiography, glucose meters, oxymeters and many others. Data accumulated from these medical devices needs to be stored somewhere in a timely basis, where it can be analysed.
“The reason why medical devices are currently moving towards WiFi connectivity, is to get connected to the Cloud. A person’s medical data for example, is becoming extremely valuable in early detection of certain diseases. This is why Key ASIC has developed the SPG SoC solution for the IOT and cloud market,” says Eg.
In explaining the technology behind the K Card, Eg says that it is the fastest SD WiFi Card in the world today.
It is capable of running at real time programmable multiple clock speeds up to 200MHz.
This capability is unique and important for products because it allows the system to operate at different clock speeds for best power optimisation.
Typically, the SD WiFi card is widely used in the digital camera where users no longer need to remove the SD Card to insert into laptop to download photos or videos taken.
“Users can directly transfer from the digital cameras into the smart phone, laptop or upload directly to Facebook, Instagram, Youtube, Dropbox, etc,” says Eg.
It is estimated that about 50 million digital cameras are shipped a year.
As for the K drive, this is used in the USB WiFi Drive.
It has all the similar capabilities of the K card, and is wireless, with WiFi mobile storage for smart phones, tablets or laptop.
Files or even the entire smart phone can be backed up into K drive through WiFi freely through point to point WiFi without going through the Internet.
The K drive has this powerful capability of connecting to the Internet and be used as a private Cloud over the Internet.
Therefore, users can upload their files from smart phones or tablets over the Internet to K drive wherever they are.
“You don’t need to get to a PC to download huge files,” explained Eg.
The company is presently in the midst of implementing its 10% private placement of up to 81.18 million shares.
It would appear that the fortunes of Key Asic hinge on these two chips moving forward. Eg says the company is implementing its private placement of shares to support the expansion of these new products.
Bagaimana nak beli saham Keyasic atau jual saham?
Buy online sendiri atau call remisier anda?
