Total Compound's comment on LGMS. All Comments

Total Compound
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Cybersecurity service segment is promising.
Total Compound
如果把 456m 股数浓缩成 363.229m,其等值股价为 456÷363.229×1.31
= RM 1.645
Like · 1 week · translate
fury jackson
為什麼要濃縮成363.229?
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Total Compound
I'm happy to see the direct cybersecurity competitor and peer of infotec, lgms, could continue to enjoy such a lucrative high P/E.
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Total Compound
Cybersecurity Assessment penetrating test etc segmeng markets, Lgms 能抓到多少%,infotec 能抓到多少 %?
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CF Fong
Infotec and LGMS are operating in different aspects of Cybersecurity industry. One is a product reseller and another is cybersecurity consultants
Like · Yesterday · translate
Total Compound
80% same areas since Jun.

Perhaps now it is working on including the "Compliance and Training" aspects to reach 100%, the management takes action rapidly.

Infoline Tec Group is a direct competitor of LGMS in 80%-100% of all respects.

Furthermore, Infotec has SOC 24/7 to offer, lgms does not possess SOC.

INFOTEC Launches Infoline Cyberwatch Center With Leading Cybersecurity Solution Technology Partners

https://stockbit.com/post/15065809
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Like · 22 hours · translate
Total Compound
Enterprises normally outsource service management. Thus Cybersecurity Training is not necessary. Compliant test is on demand, probably lasted a week or two, not a major revenue generator. Both are not a major revenue generator. Continuous Assessment is a big cake and it is more reliable and accurate if having vast data input from the records of SOC 24/7 throughout the minutes over the years. Data Centers will opt for one with SOC 24/7 for extra accurate and reliable assessment result. Infotec has SOC up and running for quite a while.
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Total Compound
Lgms may buy the data from SOC 24/7 for their assessment and compliance test for a better enhanced accuracy and reliability.
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Total Compound
If lgms CEO and COO are smart enough, they should immediately allocate capital to build a SOC center, or else lgms may lose its competitive advantage to the direct competitors in the private sector and Infotec and TM-one in Public listed sector which offer SOC center services to domestic enterprises. Cloudpt had lose its opportunity by not carrying out their promise to build SOC in the statement in IPO prospectus.
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Like · 21 hours · translate