Financial Data and Key Metrics Changes - Total revenue for the first half of 2025 was $18.7 million, representing a 37% increase year-on-year [4][6][21] - Gross profit increased by 17% to $15.1 million, with a gross margin maintained at 80% [6][24] - EBITDA was reported at $5.2 million, reflecting top-line growth and continued investment [5][6][21] - Net profit after tax was $4.66 million, with a net margin of 35% [6][24] - Interest income rose to $1.3 million from $0.7 million a year ago, driven by a larger loan receivable base [7][24] Business Line Data and Key Metrics Changes - The technology segment generated $9.3 million in revenue, up from $1.7 million a year ago, indicating a structural shift towards technology as a growth driver [3][19][21] - Consultancy revenue contributed $8.1 million, showing stability despite a return to typical activity levels after an exceptional 2024 [3][19][21] Market Data and Key Metrics Changes - The company is expanding into GPU-as-a-service with the upcoming launch of its GPU Launch and GPU Cloud platform [4][20] - There is consistent interest from enterprise clients in AI-integrated server and cloud platforms, with discussions progressing into later stages [11][27] Company Strategy and Development Direction - The company is focused on building a portfolio of high-growth verticals across cybersecurity, AI, fintech, and technology development [3][19] - A planned IPO of VCCG, the capital market advisory arm, is targeted for the first quarter of 2026, reflecting strategic flexibility [4][20] Management's Comments on Operating Environment and Future Outlook - Management emphasized a disciplined approach to capital allocation, prioritizing AI infrastructure and related services [9][25] - The company is focused on execution and scaling, with a clear strategy to convert initiatives into sustained earnings growth [5][32] Other Important Information - The company is increasing investments in cybersecurity, AI, data analytics, and fintech, areas with long-term potential [4][20] - The first half results reflect a scalable, margin-creating model supported by diversified revenue streams [8][24] Q&A Session Summary Question: How is capital allocation prioritized across AI, cybersecurity, fintech, and data analytics? - The company is prioritizing AI infrastructure and related services, followed by cybersecurity, while being selective in fintech and data analytics investments [9][25] Question: Should the moderation in consultancy revenue be viewed as a structural shift towards technology? - It is both a return to typical activity levels and a structural shift, with technology becoming a larger part of the business [10][26] Question: How is the current pipeline shaping for the second half of the year, particularly in technology? - The pipeline looks steady, with consistent interest in AI-integrated server and cloud platforms, and healthy consultancy mandates [11][27][29] Question: What are the key execution risks for the remaining of 2025? - Key risks include delivery capacity, timing of consultancy deal closures, capital deployment discipline, and regulatory developments [13][30]

Core Viewpoint - VCI Global Limited is set to release its financial results for the first half of 2025 on October 6, 2025, and will provide updates on its strategic initiatives and outlook during an earnings call [1][3]. Group 1: Financial Results Announcement - The financial results for the six months ended June 30, 2025, will be announced before U.S. markets open on October 6, 2025 [1]. - An earnings call is scheduled for 8:30 a.m. Eastern Time on the same day to discuss financial performance and strategic updates [1]. Group 2: Company Overview - VCI Global Limited operates as a cross-sector platform builder focusing on technology and financial architecture [3]. - The company aims to develop and scale platforms in areas such as artificial intelligence, encrypted data infrastructure, digital treasury systems, and next-generation capital market solutions [3]. Group 3: Strategic Focus - VCI Global integrates technology innovation with financial ecosystems to help enterprises, governments, and institutions leverage opportunities in the digital economy [4]. - The company's strategy emphasizes building scalable platforms that provide resilience, efficiency, and long-term value across multiple high-growth sectors [4].

Core Viewpoint - VCI Global Limited will release its financial results for the first half of 2025 on October 6, 2025, and will host an earnings call to discuss performance and strategic initiatives [1][3]. Financial Results Announcement - The financial results for the six months ended June 30, 2025, will be announced before U.S. markets open on October 6, 2025 [1]. - An earnings call is scheduled for 8:30 a.m. Eastern Time on the same day to discuss the financial performance and outlook [1]. Company Strategy and Focus - VCI Global is a cross-sector platform builder focusing on technology and financial architecture [3]. - The company aims to develop and scale platforms in areas such as artificial intelligence, encrypted data infrastructure, digital treasury systems, and next-generation capital market solutions [3][4]. - By integrating technology with financial ecosystems, VCI Global seeks to enable various entities to capitalize on opportunities in the digital economy [4]. Leadership Statement - Dato' Victor Hoo, Group Executive Chairman and CEO, expressed optimism about the company's progress and looks forward to providing clarity on the outlook for the remainder of 2025 [3].

Core Insights - VCI Global Limited has successfully raised over US$23 million for clients and generated US$20 million in advisory fees through its capital advisory arm, V Capital Consulting Group Limited [2][7] - The successful Nasdaq listing of Agroz Inc. marks VCI Global's second IPO in six months, solidifying its leadership in cross-border capital markets [2][6] Company Overview - Agroz Inc. is an agricultural technology company based in Malaysia, focusing on food security through innovative vertical farming solutions [3][8] - The proprietary Agroz Farm Operating System integrates IoT, data analytics, 5G communications, and automated hardware to optimize controlled-environment agriculture [3][9] Technology and Innovation - A next-generation version of Agroz OS is in development, incorporating an advanced AI agent system to autonomously perform complex farming tasks, enhancing operational independence and scalability [4][9] - Agroz operates two vertical farms in Malaysia, including the largest indoor vertical farm in a shopping mall, recognized by the Malaysia Book of Records [5][8] Market Position and Strategy - Agroz aims to transform agriculture through AI and advanced vertical farming technologies, addressing food security challenges globally [6][8] - V Capital Consulting Group is recognized for connecting Southeast Asia's innovative companies with Wall Street growth capital, setting a new standard in capital markets advisory [7][10]

Core Insights - The industrials sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1][2] Group 1: Oversold Stocks - VCI Global Ltd (VCIG) has an RSI of 29.5, with a stock price decline of approximately 56% over the past month, reaching a 52-week low of $9.50 [7] - Alight Inc (ALIT) has an RSI of 25.9, with a stock price decrease of around 14% in the last month, hitting a 52-week low of $3.33 [7] - eLong Power Holding Ltd (ELPW) has an RSI of 24.5, with a significant stock price drop of about 52% over the past six months, reaching a 52-week low of $0.25 [7] Group 2: Recent Developments - VCI Global rescinded its 20% stake acquisition in QuantGold Data Group to streamline its capital base and enhance EPS potential [7] - Alight announced the addition of Sword Health to its Partner Network, indicating a strategic move to enhance its service offerings [7] - eLong Power Holding experienced a leadership change with the resignation of its CFO, which may have contributed to its stock price decline [7] Group 3: Price Action - VCI Global's shares gained 2.2% to close at $10.22 [7] - Alight's shares fell 2.3% to close at $3.34 [7] - eLong Power Holding's shares increased by 6.4% to close at $0.34 [7]

Core Insights - VCI Global Limited has announced the rescission of its previously planned acquisition of a 20% equity stake in QuantGold Data Group Limited, leading to the cancellation of associated shares and a more efficient capital base [1][2] Group 1: Acquisition Details - The board of VCI Global determined that the proposed acquisition would not provide optimal value for shareholders, prompting the initiation of formal proceedings to rescind the transaction [2] - The original acquisition framework included a plan to acquire Secure Encryption Storage Limited (SES) for HKD 10 million, but it was found that SES did not possess the expected portfolio of 129 patents, which was a critical component of the transaction [3] - No intellectual property has been transferred or assigned to VCI Global or QuantGold, allowing the company to maintain flexibility in pursuing other strategic technology partnerships [4] Group 2: Strategic Positioning - With the resolution of these matters, VCI Global is positioned to advance its cybersecurity business through its V Gallant distributorship with SES and other technology partners, enabling faster market penetration [5] - The rescission reflects the company's commitment to a disciplined capital structure, especially following a recent reverse split, which will result in a tighter share base and a sharper focus on expanding cybersecurity operations [6] Group 3: Company Overview - VCI Global Limited operates as a cross-sector platform builder, focusing on technology and financial architecture, and aims to develop scalable platforms across various high-growth sectors including artificial intelligence and encrypted data infrastructure [7]

Core Insights - VCI Global Limited has announced the rescission of its previously planned acquisition of a 20% equity stake in QuantGold Data Group Limited, leading to the cancellation of associated shares and a more efficient capital base [1][2] Group 1: Acquisition Details - The board of VCI Global determined that the proposed acquisition would not provide optimal value for shareholders, prompting the initiation of formal proceedings to rescind the transaction [2] - The original acquisition framework included a plan to acquire Secure Encryption Storage Limited (SES) for HKD 10 million, but it was found that SES did not possess the expected portfolio of 129 patents, which was a critical component of the transaction [3] - No intellectual property has been transferred or assigned to VCI Global or QuantGold, allowing the company to maintain flexibility in pursuing other strategic technology partnerships [4] Group 2: Strategic Positioning - With the resolution of these matters, VCI Global is positioned to advance its cybersecurity business through its V Gallant distributorship with SES and other technology partners, enabling faster market penetration [5] - The rescission reflects the company's commitment to a disciplined capital structure, especially following a recent reverse split, which will result in a tighter share base and a sharper focus on expanding cybersecurity operations [6] Group 3: Company Overview - VCI Global Limited operates as a cross-sector platform builder, focusing on technology and financial architecture, and aims to develop scalable platforms across various high-growth sectors including artificial intelligence and encrypted data infrastructure [7]

Core Insights - VCI Global Limited has launched a Real-World Asset (RWA) consultancy through its subsidiary Smart Bridge Technologies to tap into the US$16 trillion tokenization market [1][2] - The initiative aims to enhance VCI Global's cross-sector platform by integrating capital markets consultancy, AI, fintech, and cybersecurity, thereby unlocking new opportunities in the tokenization space [2][3] - Smart Bridge will offer a comprehensive suite of services to assist corporates, asset owners, and institutions in structuring and scaling tokenization projects with a compliance-first approach [2][5] Company Overview - Smart Bridge Technologies specializes in AI-powered automation and digital transformation services, integrating its expertise with new capabilities in RWA tokenization advisory [4][6] - VCI Global operates across various sectors, including fintech, AI, robotics, and cybersecurity, with a mission to empower governments and enterprises in Southeast Asia [6][7] Strategic Expansion - The launch of Smart Bridge is seen as a natural extension of VCI Global's mission to connect businesses with capital, creating opportunities for recurring revenue and enhancing the client ecosystem [3][8] - The consultancy will provide services such as asset tokenization advisory, regulated listing support, cross-border capital access, and technology integration [7][8]

Core Insights - VCI Global Limited is participating in the Smart City Expo KL 2025 to showcase technologies aimed at accelerating secure digital transformation in cities globally [1][2] - The smart city economy is projected to exceed US$1.04 trillion by 2025, with a CAGR of 29.4% through 2030, while the global cybersecurity market is expected to reach approximately US$301.9 billion in 2025 and expand to about US$878.5 billion by 2034, indicating significant growth opportunities [5][6] Company Overview - VCI Global is a cross-sector platform builder that integrates deep technology with financial architecture to create sovereign-ready digital ecosystems [10][11] - The company aims to empower governments, enterprises, and institutions in Southeast Asia to scale securely and intelligently, focusing on digital sovereignty and national security [11] Product Offerings - VCI Global will showcase a suite of integrated solutions at SCEKL25, including advanced cybersecurity, encrypted compute, and scalable AI systems, designed to enhance urban security and resilience [3][4] - Key products include: - QuantGold, a sovereign-grade encrypted data platform for secure data monetization [7] - V Gallant CyberSecure, offering military-grade cybersecurity with automated recovery [8] - V Gallant DeepAI, a high-throughput AI model training platform [8] - V Gallant SecureGPU, which provides hardware-based encryption for AI workloads [8] - QuantGold QsecureCam, an AI-driven encrypted surveillance system [8] Market Positioning - The convergence of smart city and cybersecurity markets presents a strategic opportunity for VCI Global to position itself as a long-term partner for governments and enterprises [6] - The company is focused on addressing the urgent need for secure, scalable AI systems within modern urban infrastructure, aligning its solutions with global market trends [5][6]

Core Insights - Credilab, a fintech subsidiary of VCI Global, has achieved significant milestones in the Southeast Asian digital financing landscape, including a loan book expansion to US$35 million and a 53% year-over-year revenue growth [2][6] - The company has maintained non-performing loans (NPL) below 3%, demonstrating effective risk management through its proprietary credit risk engine [2][4] - Credilab has received conditional approval for a full online lending license from the Malaysian government, which will enhance its ability to provide nationwide financing access [3][6] Company Performance - For the twelve months ending June 2025, Credilab's loan book reached US$35 million, reflecting strong demand from underserved small and medium enterprises (SMEs) [2] - The company reported a 53% increase in revenue year-over-year, indicating robust growth and scalability of its AI-driven model [2] - The NPL ratio remains below 3%, highlighting the effectiveness of Credilab's credit assessment and risk management systems [2][4] Regulatory Developments - Credilab has received conditional approval for a full online lending license from the Ministry of Housing and Local Government of Malaysia, marking a significant regulatory milestone [3] - This approval is expected to facilitate seamless access to financing across Malaysia, aligning with Credilab's mission to democratize credit [3][5] Market Opportunity - As of 2024, micro, small, and medium enterprises (MSMEs) represent 96.1% of all business establishments in Malaysia, indicating their critical role in the economy [5] - Malaysia faces an SME financing gap of approximately US$64 billion, underscoring the substantial unmet demand for financing solutions [5] - Credilab aims to address this gap by offering same-day loan disbursement and alternative credit scoring, thereby promoting financial inclusion [5][6]