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PotentialStock

Author: PotentialStock   |   Latest post: Wed, 13 Oct 2021, 12:19 AM

 

5G TELCO TOWER THEME

Author:   |    Publish date:


sarawak telco
 
Within the next three weeks, the Ministry of Communications and Multimedia will be announcing the winners of the JENDELA Phase 1 tender in Sarawak. Due to OPCOM already spiked almost 1 month and gain more than 100%, thus we may look other oppotunity on this related theme.
 
 
Potential benefit companies:
 
1) ROHAS
 
a) Rohas has received permission from MITI to operate during the lockdown for one of its subsidiary.
b) Rohas is confident to secure telco tower orders from three work package contractors in Sarawak, as in the past, the company has had contracts for tower fabrication with Sarawak.
 
 
c) According to Rohas Tecnic CEO Leong Wai Yuan, the company’s fabrication plants in Bentong, Pahang, are busy fulfilling its contracts for telecommunication towers for Sarawak.

https://www.theedgemarkets.com/article/rohas-tecnic-looks-more-recurring-income-businesses

 

 

TA View

a) MA5,10 and 20 cross above MA50, show bullish signal, pending to break MA200 soon
b) 22 September and 
8 OCT 2021 have high volume buy in
c) ADX, RSI and Stoschastic pointing up
d) 
MACD above 0 central line and cross up

 


EP: 0.325-0.34
TP: 0.37/0.40/0.43
SP: 0.32

 

2) OCK

a) Ericsson has been selected as the provider for Malaysia’s nationwide 5G network deployment, announced Digital Nasional Berhad (DNB) to launch 5G services by the end of 2021 in Kuala Lumpur, Putrajaya, and Cyberjaya. It will also launch services in five major cities and districts in Selangor, Pulau Pinang, Johor, Sabah, and Sarawak by 2022.

https://techwireasia.com/2021/07/ericsson-wins-malaysias-5g-tender-race-to-launch-in-3-states-by-end-2021/

- In this space, we see OCK as a beneficiary, as it could benefit from the construction and management of more telco towers. Given OCK's relationship with Ericsson, we wouldn't be surprised if OCK wins jobs for the 5G network roll-out as OCK being Ericsson’s principal outsourced partner in Malaysia for 15 years and contract wins from Ericsson in Indonesia

https://www.theedgemarkets.com/article/telco-network-services-seen-remain-key-growth-driver-ock

2) Base on Kenanga Research - 30 Aug 2021, OCK has already been engaged by DNB to help survey the sites for 5G, which we believe is a potential signal for 5G rollout jobs to come

https://klse.i3investor.com/servlets/staticfile/435827.jsp

 

 

TA View

a) The share price stand above all MA5,10,20 50 and 200, show bullish signal
b) 22 & 23 September
 and 8 OCT 2021 have high volume traded
c) ADX and Stoschastic pointing up
d) 
MACD above 0 central line and cross up

EP: 0.48-0.49
TP: 0.505/0.525/0.54/0.575
SP: 0.47

 

3) REDTONE

a) Base on Affin Hwang Capital analyst Isaac Chow, 5G rollout via the Jalinan Digital Negara (Jendela) plan, should benefit services providers including REDtone International Bhd due to REDTONE has both network facility provider (NFP) and network service provider (NSP) licences, therefore eligible for both parts of the tender.

https://www.kkmm.gov.my/en/public/news/20382-redtone-a-key-beneficiary-of-multi-billion-ringgit-jendela-rollout

b) Base on Kenanga Research - 24 Sept 2021, we gathered that Redtone is currently in discussions with Ericsson regarding the 5G rollout. Having worked with Ericsson to roll out 4G, we believe that Redtone should be able to secure 5G rollout jobs from Ericsson.

https://klse.i3investor.com/blogs/kenangaresearch/2021-09-24-story-h1571704674-Redtone_Digital_Bhd_Beneficiary_of_5G_and_JENDELA.jsp

 

 

TA View

a) The share price stand above all MA5,10,20 50 and 200, show bullish signal
b) 8 OCT 2021 have high volume traded
c) MACD above 0 central line and cross up

 

EP: 0.535-0.545
TP: 0.58/0.61/0.65/0.73
SP: 0.505

 

4) CMSB

a) Sacofa well positioned for 5G rollout in Sarawak as over the past 20 years, Sacofa has been focused on building and further upgrading telecommunications infrastructure in Sarawak.

https://dayakdaily.com/sacofa-well-positioned-for-5g-rollout-in-sarawak-says-ceo/

b)  SACOFA Sdn Bhd is associates of Cahya Mata Sarawak Bhd

https://www.theedgemarkets.com/article/cahya-mata-3q-profit-fourth-higher-associate-contribution

 

5) BINACOM

a) BINACOM involved in the provision of supporting services for VSAT Network Engineering Services, Mobile Network Engineering Services, Fiber Network Engineering Services

https://www.binacom.com.my/about-us-overview/

 

6) OPCOM

a) According to Opcom’s website, the company was incorporated in Malaysia in November 1994 as a private limited company, primarily engaging in the manufacturing of fibre optic cables and cable-related products.

https://www.theedgemarkets.com/article/opcom-hits-limit-highest-over-six-years

b) 5G deployment will require more and more fiber optic to be installed around, from station to signal tower and even your homes in the future.

https://www.sharetisfy.com/2019/02/opcom-0035-this-company-got-5g-network.html

 

OTHER ARTICLE:

https://www.thestar.com.my/news/nation/2021/10/12/mcmc-foresees-great-potential-in-12th-malaysia-plan

 

 

Internet Access — Let No One Be Left Behind

 

Disclaimer : The above opinion is never intended to be a BUY SELL CALL. The above article purely for education purpose base on observations, chart and data. Thank you.

 

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  VenFx likes this.
 
calvintaneng Netx will benefit in downstream application

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-09-18-story-h1571612482-NETX_TOP_10_REAONS_WHY_IT_IS_GOOD_Reposted_by_Calvin_Tan_Research_from_.jsp
13/10/2021 12:47 PM
PotentialStock Any relation NETX to 5G Tower ?
13/10/2021 10:17 PM
calvintaneng PotentialStock Any relation NETX to 5G Tower ?
13/10/2021 10:17 PM

Not directly but indirectly just like Opcom. According to Opcom Ceo Encik Yusree Opcom does not bit for Telco Tower as they only Supply Optic Fibers to Telco Tower Builders (Example like Cement suppliers do not tender for construction jobs)

Binacom & Sacofa (mainly for Pan Borneo, Sarawak), Redtone (mostly rural) are builders of Telco Towers
Rohas is most for Electricity (less fiber optic) & Opcom none directly but at highest pure upstream optic fiber maker.
Netx is the opposite of Opcom (utmost downstream application)

And these were highlights of those times when NFCP Theme were in vogue


Further comments:

Rohas not so much into Optic Fiber Telco Tower but Electricity Tower mostly. Opcom is the supplier of Fiber optics as well as Huawei which undercut Opcom prices (hopefully now no more), Netx is downstream
See https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2019-09-26-story-h1479298787-THE_FACTS_AND_FIGURES_FOR_NATIONWIDE_FIBERISATION_INTERNET_PENETRATION_.jsp
14/10/2021 1:49 AM
PotentialStock According to Rohas Tecnic CEO Leong Wai Yuan, the company’s fabrication plants in Bentong, Pahang, are busy fulfilling its contracts for telecommunication towers for Sarawak.
14/10/2021 10:57 AM
bullishhalali How about mestron?
14/10/2021 9:21 PM
calvintaneng Mestron too late now

Tail end of Nfcp bull

Profit taking also in Opcom now chased too high

Go for Palm Oil as next Bull Starting
14/10/2021 9:23 PM
PotentialStock Although MESTRON has some business involve in telecomunicationMestron, but the business more on street pole, u may check their Website. Besides, Mestorn is too diversify, Mestron involves in vaccine and Biogas business too.

http://www.mestron.com.my/projects/
14/10/2021 9:42 PM
PotentialStock Plantation is good business, but there are some issues need to settle, u may read the Mandarin article below:

https://www.sharix.my/hosay-finance-article-78/
14/10/2021 9:43 PM
bullishhalali What did u mean by too late now? Tail end of nfcp bull? Sory, i just dont understand
14/10/2021 9:54 PM
calvintaneng Tail end means prices already go from low to peak like Opcom up from 50 sen to over Rm1.70 & now at tail end coming down

Better buy Oil Palm as it will go up soon
14/10/2021 11:26 PM
PotentialStock Beside buying Palm oil company, you also can diversify your portfolio to above 5G Telco company, government will continue to develope 5G industry in this 5 years
16/10/2021 10:30 AM


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