Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Thu, 23 Jan 2020, 12:53 AM

 

Beneficiary From National Fiberisation and Connectivity Plan ( NFCP ) : GPACKET, NETX, OCK, OPCOM, REDTONE (Reposting)

Author:   |    Publish date:


Hi guys,

I have reposted the followings from earlier posting by some entity

Of the 5 Stocks I have studied I only selected 3 because these three NETX, OPCOM & REDTONE ARE CASH RICH

 

 

From Netx Annual Report (Year 2018)

The Non-Electronic Payment services are mainly trading of network equipment, provision of network infrastructure, system design, integration and related IT services. The revenue from this segment is dependent on projects secured and therefore the revenue are not consistent throughout the year. The revenue of this segment has dropped from RM15.55 million in previous year to RM4.59 million in year ended 30 June 2018. The revenue in current year are mainly the balance of progress billings of the contract secured in previous year. As most of the revenue from the contract secured were recognized in previous year, the revenue for current year is lower than previous year.

Being a Cyclical revenue is not consisient as it depends Solely on Govt Network Optic Expansion Plan program

 

Beneficiary From National Fiberisation and Connectivity Plan ( NFCP ) : GPACKET, NETX, OCK, OPCOM, REDTONE

Malaysia’s Finance Minister, Lim Guan Eng, had shared that the National Fiberisation and Connectivity Plan (NFCP) will require an investment of RM21.6 billion between 2019 to 2023. The NFCP is an initiative led by the Ministry of Communications and Multimedia to improve broadband quality and coverage, reduce broadband price, enable internet access for all and to expand fibre networks.

According to the Finance Minister, a large portion of the investment will be funded by MCMC’s Universal Service Provision (USP) fund. He added that the plan will further improve internet speed in Malaysia and to make our economy ready for the implementation of 5G.

He also mentioned that to support the digitalisation of the economy and wider adoption of Industry 4.0 technology, the government will be preparing to spend RM4.2 billion to provide high-speed fibre optic connectivity to schools and selected industrial zones.
The NFCP aims to achieve an average speed of 30Mbps in 98% of populated areas by 2023 and 100% availability of 500Mbps connectivity for premises in State Capital and selected high impact areas by 2021. It also targets 20% availability for premises in sub-urban and rural areas to get faster speeds up to 500Mbps by 2022. During the Budget 2019 announcement, the Government had allocated RM1 billion for the NFCP.

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Everything you need to know about the National Fiberisation and Connectivity Plan

Earlier this year, the National Fiberisation and Connectivity Plan (NFCP) was proposed by the Ministry of Communications and Multimedia, with the Cabinet approving the plan to improve nationwide connectivity. And it won’t come cheap, with Finance Minister Lim Guan Eng revealing that the NFCP will require an investment of RM21.6 billion over 5 years (2019-2023). Between RM10 billion to RM11 billion will be provisioned from the Universal Service Provision (USP) Fund, and the rest will be funded commercially.

The 5-year plan is being launched today by Deputy Prime Minister YAB Dato’ Seri Dr. Wan Azizah Dr. Wan Ismail. So what does the implementation of the plan mean to Malaysian users? Here’s a breakdown of what you need to know.

What is the NFCP?
The NFCP is the Malaysian Government’s strategic effort to improve the country’s economic competitiveness through connectivity, while preparing the nation for the Industrial Revolution 4.0. Essentially, the NFCP seeks to “bridge the digital divide” between the rural and urban areas in Malaysia—aiming to provide more equal opportunities for citizens.

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Communications and Multimedia Minister, Gobind Singh, explained that the NFCP focuses on fibre networks to enable greater digital connectivity. That said, alternative technologies such as wireless networks and satellite technology will be deployed whenever conducive.

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There are 7 main targets when it comes to the NFCP.

To have an entry-level fixed broadband package at 1% of the Gross National Income (GNI) by 2020.
To have Gigabits (Gbps) availability in selected industrial areas by 2020, and all state capitals by 2023.
100% availability for premises in state capitals and selected high impact areas—with a minimum speed of 500Mbps.
20% availability for premises in sub-urban and rural areas with up to 500Mbps by 2022.
For fibre networks to cover 70% of schools, hospitals, libraries, police stations, and post offices by 2022.
Average speeds of 30Mbps in 98% of populated areas by 2023.
To improve mobile coverage along the Pan Borneo Highway (upon completion).
Interestingly, MCMC Chairman Al-Ishsal Ishak said that the plan will also create 20,000 jobs, with opportunities spread across the construction, operation, and maintenance of the digital infrastructure. This, of course, comes with the continued development of the digital economy in Malaysia.

The NFCP also focuses on implementing policies and projects: policies that will improve the speed, and reduce the costs of infrastructure deployment at state level, and projects that will deploy more fibre optic networks, mobile communications transmitters, submarine cables, and satellite services.

According to the MCMC, the digital economy as a whole is expected to contribute up to 20% of Malaysia’s Gross Domestic Product (GDP) by 2020, which would be an increase of 1.7% from 2017.

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Involved Telco Network Infrastructure Company    (Note the word "INFRASTRUCTURE")

Gpacket
Green Packet Bhd is engaged in the business of investment holding, research and development, marketing and distribution of wireless networking and telecommunication products, networking solutions, communication services, and other high technology products and services. The business of the company operates in various segments that include Solution, Broadband Services, Communication Services, and Elimination. The Solution and Broadband service generate maximum revenue for the company. Geographically the company exports its services to the United States of America, Taiwan, Hong Kong, Bahrain, and Singapore.

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Netx
Netx Holdings Bhd is principally involved in the investment holding, research and development of software, system design, integration and installation and provision of information technology services. The core business segments of the company comprise of the followings: Electronic Payment Services and Payment Services segment. Electronic Payment Services segment is involved in the terminal and other related services. Non-electronic Payment Services segment is involved in the provision of turnkey solutions on the network infrastructure, security management, research and development of software, system design, integration and installation and provision of IT services. The company operates principally in Malaysia.

 

From Netx Year 2018 Annual Report

The Non-Electronic Payment services are mainly trading of network equipment, provision of network infrastructure, system design, integration and related IT services. The revenue from this segment is dependent on projects secured and therefore the revenue are not consistent throughout the year. The revenue of this segment has dropped from RM15.55 million in previous year to RM4.59 million in year ended 30 June 2018. The revenue in current year are mainly the balance of progress billings of the contract secured in previous year. As most of the revenue from the contract secured were recognized in previous year, the revenue for current year is lower than previous year.

 

Calvin comments:

NETX has 2 Pillars of Business

1) E - Payments

2) NETWORK INFRAR SPECIALIST

NETX NETWORK INFRASTRUCTURE BUSINESS EXPECT TO GROW NY LEAPS & BOUNDS FOR THE NEXT 5 YEARS ON THE ROLL OUT OF RM50.3 BILLIONS (WAS RM21.6 BILLIONS)

2019 = RM10 BILLIONS 

2020 = RM10 BILLIONS

2021 = RM10 BILLIONS

2022 = RM10 BILLIONS

2023 = RM10.3 BILLIONS

SO WITH THE ALLOCATION OF RM50.3 BILLIONS FOR FIBERISATION THRUST NETX WILL GET A HUGE BOOSTER FOR THE MARATHON RACE WITH OPCOM, REDTONE & OTHER DIGITAL ECONOMY UPSTREAM PLAYERS

 

JUST LIKE OGSE BOOSTED UPSTREAM PLAYERS LIKE CARIMIN, DAYANG, PENERGY & VELESTO AS THEIR SHARE PRICES RACED UP 100%, 200%, 300% OR MORE

SO NFCP PLAYERS EXPECTED TO GO UP BY 300% TO 1,000%

 

THIS ONCE IN A LIFE TIME BULL RUN FOR DIGITAL COMPANIES IN MALAYSIA IS AN OPPORTUNITY NOT TO BE MISSED

 


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OCK
OCK Group Bhd provides telecommunications network services. The company is engaged in the provision of telecommunication services equipped with the ability to provide full turnkey services. It provides comprehensive services to all six segments of the telecommunication network services market: network planning, design and optimization, network deployment, network operations and maintenance, energy management, infrastructure management, and other professional services. The company also trades in telecommunication hardware and installation of materials such as antennas, feeder cables, and connectors.

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Opcom
Opcom Holdings Bhd is a Malaysian based investment holding company engaged in the manufacturing of fiber optic cables and cable-related products. The business activity of the group is functioned through Manufacturing, Trading and Engineering Services, and Other Operations segments. All the operations are functioned through Malaysia and it derives the majority of revenue from Manufacturing segment which includes fiber optic cables, systems, accessories and thixotropic gel. The company also provides management related services. In addition, the firm is also involved in trading of cable filing, flooding compounds and industrial products, and provision of engineering services.

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REDtone
REDtone International Bhd is a digital infrastructure and services provider that offers services under three categories that are Telecommunications Services which offers data and voice services to government, enterprises, and small and medium enterprises (SMEs), Managed Telecommunications Network Services (MTNS) which includes building, maintaining and operating large scale WiFi hotspots, radio access network (RAN) infrastructure and fibre optic infrastructure, and Industry Digital Services (IDS) which includes data centre services, internet of things (IoT) services, cloud services and applications, and healthcare solutions to enterprises, government and the healthcare industry. The company’s Telecom services generate maximum revenue for the company.

Read again

The company’s Telecom services generate maximum revenue for the company. 

radio access network (RAN)
 
 
See
 
NOVEMBER
Date   Tender Title   Tender Advertisement   Tender Summary
26/11/2019   TENDER FOR THE SUPPLY, DELIVERY AND INSTALLATION OF SINGLE-BAND AND MULTI-BAND ANTENNAS FOR eNodeB (eNB) RADIO ACCESS NETWORK (RAN)   Eng | BM   Key Summary
22/11/2019   REQUEST FOR INFORMATION (RFI) FOR TELEKOM MALAYSIA (TM) NEW RAN AND CORE NETWORK EVOLUTION   Eng    
21/11/2019   TENDER FOR PROPOSED RENOVATION AND ANCILLARY WORKS AT TM IPK SABAH, KOTA KINABALU, SABAH FOR TELEKOM MALAYSIA BERHAD   Eng | BM   Key Summary
18/11/2019   ELECTROMAGNETIC FIELD (EMF) SIMULATION REPORT SERVICE FOR WEBE DIGITAL SDN BHD (571389-H)   Eng    
08/11/2019   REQUEST FOR INFORMATION (RFI) FOR HOME NETWORKING CPE   Eng    
04/11/2019   REQUEST FOR INFORMATION (RFI) FOR TM ENDPOINT DATA SECURITY AND PRODUCTIVITY MANAGEMENT SYSTEM   Eng    
01/11/2019   TENDER FOR THE APPOINTMENT OF BROADBAND FIBERISATION (BBF) PARTNER FOR TELEKOM MALAYSIA BERHAD (“TM”)   Eng | BM   Key Summary
01/11/2019   AMENDMENT TENDER SUMMARY: TENDER FOR SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, WARRANTY AND MAINTENANCE & SUPPORT SERVICES OF SERVERS FOR TELEKOM MALAYSIA BERHAD   Eng | BM   Key Summary

 

ABOVE TENDERS SHOW DEMAND FOR REDTONE, OPCOM & NETX EXPERTISE WHICH WILL FIT IN TO THE REQUIREMENTS OF TELEKOM

OPCOM HAS BEEN DOING BUSINESS FOR OVER A DECADE

NETX HAS BEED GIVEN JOB AWARDS FOR YEARS 2011/2

REDTONE STATED THIS The company’s Telecom services generate maximum revenue for the company. 

 

 


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PLEASE NOTE:

TELEKOM TENDERS FOR INITIAL BATCH OF DIGITAL PLAYERS/PROVIDERS OF GOODS AND SERVICES IS NOW CLOSED FOR SELECTIONS AND ANNOUNCEMENTS OF JOB AWARDS VERY SOON

THE CASH INFUSION FOR TELEKOM IS RM10.8 BILLIONS

AND THE OTHER RM10.8 BILLIONS GO TO OTHER SELECTED TECOS

ANOTHER FRESH RM28.7 BILLIONS WILL COME MAKING IT A WHOPPING RM50.3 BILLIONS FOR 5 YEARS TOTAL ALL OUT EFFORT TO REACH EVERY CITY, TOWN, VILLAGE, KAMPUNG, MOUNTAIN, HILL, DALE, VALLEY OF MALAYSIA IN ITS ENTIRETY BY FIBER OPTIC COVERAGE

THIS GOVT MANDATE TO CLASSIFY FIBER OPTIC CONNECTION AS A UTILITY HAS LIFTED UP ITS STATUS FROM OPTIONAL LUXURY TO A BASIC NECCESSITY. 

 

ONCE UPON A TIME PIPED WATER WAS A LUXURY BECAUSE PEOPLE ONLY HAVE WELLS AND RIVERS FOR WATER (THEY TOOK THEIR BATHS IN RIVERS) NOW PIPED WATER IS A BASIC NECCESSITY WITHOUT WHICH A NEWLY BUILT HOUSE CANNOT GET CF (CERTIFICATE OF FITNESS)

 

ONCE UPON A TIME WE USE CANDLES & KEROSENE LAMPS AT NIGHT

NOW NO ELECTRICITY CONNECTION NO CF. ELECTRIC WIRE CONNECTION IS A BASIC NECESSITY

 

SOMEDAY NO HOUSE, CONDO, SHOP, WAREHOUSE CAN GET CF IF NO FIBER OPTIC CONNECTION

AND THIS MONEY IS PROVIDED BY GOVT TO GIVE 30 MILLIONS MALAYSIAN EQUAL ACCESS TO FIBER OPTIC ACCESS

SO FIBER OPTIC NETWORK SUPPLIERS AND INSTALLERS WILL BE HAVING THE MOST BUSIEST TIME FOR THE NEXT 5 YEARS RESULTING IN SPECTACULAR REVENUES & PROFITS

 

AND REMEMBER SIFU WARREN BUFFET WORDS

"IF A COMPANY BUSINESS WELL ITS SHARE PRICE WILL EVENTUALLY FOLLOWS"

 

DON'T MISS THE ONCE IN A LIFE TIME BULL RUN IN NFCP BULL RUN STOCKS NOW

THIS NFCP RM50.3 BILLIONS WILL BE MORE POWERFUL THAN THE OGSE RM30 BILLIONS BULL RUN NOW MATURING

 

KINDEST REGARDS

Calvin Tan Research

 

Please buy or sell after doing your own due diligence

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calvintaneng Today is 1st December 2019

Already one month (Nov 1st) since Telekom called for Official Tender for FIBERISATION JOBS

See

04/11/2019 REQUEST FOR INFORMATION (RFI) FOR TM ENDPOINT DATA SECURITY AND PRODUCTIVITY MANAGEMENT SYSTEM Eng

01/11/2019 TENDER FOR THE APPOINTMENT OF BROADBAND FIBERISATION (BBF) PARTNER FOR TELEKOM MALAYSIA BERHAD (“TM”) Eng | BM Key Summary

01/11/2019 AMENDMENT TENDER SUMMARY: TENDER FOR SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, WARRANTY AND MAINTENANCE & SUPPORT SERVICES OF SERVERS FOR TELEKOM MALAYSIA BERHAD

Click and read https://www.tm.com.my/DoingBusinessWithTM/pages/notices.aspx?Year=2019

ANYTIME NOW JOB AWARD WILL BE ANOUNCED

ONCE NEWS OUT NETX WILL GO LIMIT UP

So naysayers and those who still didn't buy are very desperate because they want people to fear and let go cheap for them to collect cheap

All very sneaky & sly people

SO ALL MUST LISTEN TO CALVIN'S ADVISE

CALVIN HAS ONLY BOUGHT NETX SHARES AND NOT SELLING ANY.
CALVIN IS HOLDING EVERY PRECIOUS NETX SHARES LIKE HOLDING GOLD

SO PLEDGE WITH CALVIN

THIS THE NETX INVESTORS PLEDGE

1) I BELIEVE IN RM50.3 NFCP FIBERISATION AS A REAL COMING EVENT

2) THEREFORE I BUY INTO NETX BECAUSE IT IS A SPECIALIST IN DIGITAL NETWORK INFRAR AS IT WILL GET JOB AWARDS

3) I WILL NOT BE SWAYED BY NAYSAYERS TO SELL IN FEAR OR BE MOVED BY THEIR FEAR-MONGERING

4) I PLEDGE TO HOLD FIRM ALL MY SHARES TILL I SEE JOB AWARDS ROLL OUT FROM TELEKOM

5) I WILL KEEP NETX AS RM50.3 BILLIONS NFCP JOB AWARD IS A VERY RARE OPPORTUNITY AND I WILL HOLD FIRMLY ALL MY NETX SHARES TILL I ACHIEVE SUCCESS IN MY INVESTMENTS

6) I WILL JOIN IF WITHIN MY ABILITY TO DEFEND NETX AGAINST NAYSAYERS

7) I BELIEVE THERE I INVEST. I INVEST THEREFORE I EXPECT NETX TO DO WELL IN COMING NFCP BULL RUN

AMEN & AMEN!
01/12/2019 3:53 PM
tigerball lol sohem
01/12/2019 4:36 PM


 

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