Tuesday 19 Nov 2024
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KUALA LUMPUR (Nov 12): Shares of Ramssol Group Bhd (KL:RAMSSOL) rose on Tuesday to their highest in nearly four months, after the human resources services firm reported better-than-expected quarterly results.

Ramssol rose as much as 3.5 sen or nearly 5% to 74.5 sen, its highest since July 29. The stock was trading at 74 sen at 11am, giving the company a market capitalisation of RM262 million. Trading volume was 9.4 million shares, the most in three months.

Further earnings growth will be driven by roll-outs of human capital management (HCM) products, Apex Securities, one of only three research houses covering the stock, said in a note on Tuesday. The newly acquired Geekstart will also contribute to earnings, supported by more Excel courses, it noted.  

The research house raised its core net profit forecast for Ramssol by 1.4% to RM19.4 million for the financial year ending Dec 31, 2025 (FY2025), and by 3.9% to RM21.6 million for FY2026, citing the company's recent contract win for a hospital system in Thailand.

Last week, Ramssol’s 51%-owned subsidiary GeekStart secured a contract from MDS Company Ltd in Thailand for the deployment of a hospital system. The project, valued at 275 million Thai baht (RM35 million), will be paid in 10 instalments and is expected to be completed by June 2026.

Shares of Ramssol have nearly doubled year-to-date, buoyed by strong earnings on the back of robust demand for its products and services.  

All three research houses covering the stock have maintained their 'buy' recommendations, with the consensus 12-month target price at 93 sen, according to Bloomberg, implying a potential upside of 25% from the current price level.

For the third quarter ended Sept 30, 2024 (3QFY2024), Ramssol's net profit tripled to RM4.36 million from a year earlier, it showed in a bourse filing on Monday. The company also reported a threefold year-on-year jump in revenue to RM19.47 million.

Maybank Investment Bank noted that 3QFY2024 was the strongest quarter for Ramssol so far, and the cumulative nine-month figure already exceeded its full FY2023 earnings. For now, the research house is maintaining its forecasts, pending a briefing from the management.

“We continue to like Ramssol for its leading expertise in distributing world-class enterprise HCM systems from the likes of Oracle, Darwinbox and Disprz," Maybank IB added.

Edited ByJason Ng
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