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enlightened  FY 2020 Q1 业绩虽然成长,但是EDC terminal 只是卖出了3,000 架左

右,相比于FY 2019 Q4 的6,000 下降了一半;

enlightened  管理层有提到,下个QR 会推出更多EDC Terminal(目前还有8,000架左右


enlightened   载至30 September 2019,一共有50,000 架左右的EDC Terminal 在管

理层手下(50% maintenance,50% 是rental),其中高达20,000 架是

under H 字头,跟P 字头的银行的;

enlightened  Transaction Value 从FY 2019 Q4 的RM 313 Million 提高到RM 369


enlightened  目前inventory 有高达10,000 架terminal,管理层有意stack up terminal


enlightened  平均的terminal lead time(就是supplier 提供给他们terminal 的速度)


enlightened   MDR(Merchant Discount Rate)比同行GHL 的高(1.5% vs 0.8%);

enlightened  在March 2020,PCI 5.0(新的system)即将会取代PCI 3.0(旧的

terminal),目前85% 的terminal 还是PCI 3.0;

enlightened   OCBC Bank 在11 月成为首家外国银行跟Revenue 合作,OCBC 在全国大

约有 11,000 架EDC Terminal;

enlightened  市场份额分布的话,Revenue 大约占了50,000 架terminal,150,000架

是GHL 的,剩余的300,000 架左右则是属于银行的;

enlightened  公司之前专注于M&A 活动,不过接下来将会更专注于增添新的科技;

enlightened  Revenue 被Myanmar Bank 选中,成为他们的Payment Facilitator;

enlightened  Cambodia 市场还在讨论当中;

enlightened  新的科技,3DS 2.0(相比于用OTP 来确认payment,将来会使用

device,有用过Maybank App 的应该懂这个科技)会被更广用;

enlightened  明年银行会运行这项科技(从3DS 1.0 升级到3DS 2.0);

enlightened  NETS 对于公司的盈利贡献非常好,目前只是能employ GHL 跟Revenue

的payment network;

enlightened  中国游客因为inbound card scheme 降低了,但是明年有机会pickup回来

(要知道中国游客大部分都是用e-wallet 给钱的);

总结:我只问一句话,Revenue 几时会跌?

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