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THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Mon, 21 Oct 2019, 7:58 AM

 

光纤化(FIBERISATION),高速網路 (HSBB)和 家用光纤(LAST MILE FTTH)须要OPCOM的参于- Calvin Tan Research

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THIS ARTICLE IS A REPOSTING

 

光纤化(FIBERISATION),高速網路 (HSBB)和 家用光纤(LAST MILE FTTH)须要OPCOM的参于- Calvin Tan Research

Author:   |    Publish date: 

 



亲爱的朋友和投资者,

今天晚上的课程  :“光纤化(FIBERISATION),高速網路 (HSBB)和 家用光纤(LAST MILE FTTH)须要OPCOM的参于”

最近有关Broadnet启动新型光纤网络(New Fiber Network )及家用光纤( Last Mile FTTH)的传闻引起了Opcom的震动,以及Opcom的一些股东们的恐慌。

尘埃落定后,我们看到OPCOM成为马来西亚的主要光纤提供商拥有一个非常光明的未来,尽管面对马来西亚光纤化(FIBERISATION)的其他新进提供商的兢争。

 

为什么Calvin如此看涨?

这些是主要原因:

1)国家能源(TENAGA) &TELEKOM 从OPCOM手中购买光纤和天线。

TNB为其自己的资料库存储(Data Storage)购买了价值 RM2M-RM3M 的光纤(FIBER)。 由于TNB是处理电流,一种铜导体,它使用光纤来防止火灾,走电和其他危险。 光纤是电力的非导体。 所以光纤只能对TNB自身内部的资料库存和通讯需求起到资助作用

另一方面,TELEKOM 对高速網路 和家用光纤的覆盖范围非常广泛。 几年前,TM公司从OPCOM公司订购了Rm359M巨大的光纤光缆,用于其半岛高速網路 。 在最新的财政预算案中,马来西亚东部地区的高速網路预算已达10亿令吉。 而且,政府正在加紧家用光纤到每一个角落; 甘榜和城市, 山或山谷; 在Kl大都会或马来西亚各地的小岛屿。高速網路全面渗透将使马来西亚进入数碼时代。

 

2)TM&TNB的合并,使来自 广播网(BROADNET)的挑战已经停止

马来西亚太小(仅有3000万人),这将使高速網路 和 家用光纤 行业,不适合拥有另一个主导者。 因为这只会蚕食Telekom的市场份额。 所以TM与TNB合作来解决任何挑战。

 

3)这个好消息是否对某些人有利?

难怪最近Opcom的量和价都出现了突然的上涨

请参考以下股價表格

17/01/2018 0.40 0.385 – 0.40 0.395 0.00 (0.00%) 308,700
16/01/2018 0.40 0.39 – 0.405 0.395 -0.015 (3.66%) 628,900
15/01/2018 0.45 0.41 – 0.45 0.41 -0.04 (8.89%) 1,458,600
12/01/2018 0.43 0.43 – 0.455 0.45 +0.01 (2.27%) 201,000
11/01/2018 0.46 0.43 – 0.475 0.44 -0.03 (6.38%) 618,900
10/01/2018 0.495 0.46 – 0.50 0.47 -0.02 (4.08%) 817,200
09/01/2018 0.48 0.48 – 0.53 0.49 +0.04 (8.89%) 3,759,300
08/01/2018 0.39 0.385 – 0.45 0.45 +0.075 (20.00%) 3,722,000
05/01/2018 0.375 0.37 – 0.39 0.375 +0.005 (1.35%) 2,197,900
04/01/2018 0.375 0.37 – 0.375 0.37 +0.005 (1.37%) 100,100
03/01/2018 0.37 0.36 – 0.375 0.365 0.00 (0.00%) 683,000
02/01/2018 0.37 0.365 – 0.375 0.365 0.00 (0.00%) 128,600
29/12/2017 0.36 0.355 – 0.365 0.365 -0.005 (1.35%) 195,900
28/12/2017 0.38 0.36 – 0.38 0.37 -0.005 (1.33%) 740,200
27/12/2017 0.38 0.37 – 0.38 0.375 -0.005 (1.32%) 308,000

 

从201年1月5日的37仙的低点可以看出,Opcom在3天内涨到了53仙的最高涨幅43%!

3天成交量为960万股OPCOM。在T3和T4之后,价格回落到40仙以下的大部分股票是由内幕人士采取的?
那么是否将会有其他巨大的订单来自OPCOM?

 

现在人们认为OPCOM是反对国阵可能从中国进口光纤维。这是不可能的,如果国民政府想要降低成本。

 

随着阿里巴巴的巨大成功在中国和世界,中国现在对光纤有着巨大的需求。 与中国在全球各地抛销多余的钢铁不同,光纤维实际上在中国的是短缺的

请看以下报導:

光纤短缺全球范围

对于那些已经在这个行业的人来说,光纤短缺的话题并不是新鲜事,但对于那些不了解这些事实的人来说,这将是一件很陌生的事情。.

实际上,在全球当中,当当中国已消耗了全球纤维产能的56%,其次是美国消费12.7%,其次是日本8.2%。 世界其他地区则消耗23.1%的光纤。 在这种情况下,光纤制造公司前景乐观,因为他们可以提高价格销售光纤。 光纤公司以逐渐高的价格销售光纤,小批量供运所有客户光纤,以更他们的业务继续获得巨额利润。

预计未来几年单模光纤的光纤需求将会增长,造成这种光纤短缺的主要原因是家用光纤(FTTH)网络项目将光纤消耗增加了全球总光缆消耗的46%。 家用光纤将继续取代DSL和其他低速网络业务。

由于光纤短缺,光纤预制生产企业的需求也很大,这些公司也没有签订新的合同。

考虑到光纤的大量需求,大多数公司已经开始大力建设新工厂,以提高光纤预制和光纤拉丝机能力日益增长的需求。 光纤预制行业2015年已经达到11,017吨,到2020年增长21.6%,预计达到2.1万吨。

智能手机,平板电脑和其他手机流动设备上数据流量的增长创造了对光纤的需求,不仅在大城市,而且在全国范围内,都对光纤产生了需求。 来自新兴国家的互联网需求,工业化程度不断提高,电信业不断增长。 这些因素以及即将到来的能源,交通,网络,机构场所和住宅项目的基础设施项目预计将推动光纤市场。 更令人欣慰的是,现在越来越多的学校和教育机构设施将把教育系统改为电子教室,这些改变是可能的如果现在开始建设家用光纤(FTTH)网络。

中国目前正在忙于“宽带中国”,“互联网+”和“全光纤网络”的4G&5G项目实施,突然中国宣布停止他所有的项目,那么光纤盈余的情况就会出现,人们会生气 如何利用大量的剩余光纤。 中国将在未来五年继续领导全球家用光纤用户的增长。 中国的“光纤到户”

现今最大的问题是:这种光纤短缺将持续多久? 这个问题的真正答案是今天任何人都不知道的。 它只依赖于中国。 KANWARJITSINGH AHLUWALIA运营和技术总监 – FBR电缆

因为中国有很大的光纤短缺,将不会有任何出口马来西亚。光纤营业将带来巨大营利

为什么市场有需求?即然TNB在其电网(电力)中已经达到了要求呢?

这个答案是这样的:

TNB只有从一站到另一站的光纤。 想想心脏,肝,肾,脑,肺和胃的人体器官。 血脉连接他们。 那么光纤从一个TNB的电台连接到另一个电台呢?

现在,TNB没有“光纤到户”。 它只提供电力电缆。 就像“血液静脉”一样,需要将血液带到我们的手和手指,腿,脚和脚趾。 所以需要大量的光纤从TNB 电站连接到家庭和马来西亚的每一个角落。 所以HSBB(高速網路)和 LAST MILE FTTH(家用光纤)总共需要12亿美元。

这就是OPCOM将提供大量光纤的原因, 从中得利 !

 

Calvin Tan Research, Singapore

 

This article translated by Bank Manager who is vell versed in Chinese (not English).

Bank Manager bought OPCOM at 30 sen circa 2006 to 2008

Later got

22.5 sen Special Dividend

11 Sen Special Dividend the following year

 

TOTAL DIVIDENDS RECEIVED 33.5 SEN

LESS COST OF PURCHASE 30 SEN

 

SO TODAY BANK MANAGER IS HOLDING FREE OPCOM SHARES PLUS ALREADY 

GOT BACK ORIGINAL CAPITAL OF 30 SEN

PLUS FREE 3.5 SEN DIVIDEND

 

THE OPCOM SHARES NOW {FREE FOR LIFE)!!!

 

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Labels: OPCOM

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Chart Stock Name Last Change Volume 
OPCOM 0.785 0.00 (0.00%)

  3 people like this.
 
calvintaneng Patrick clicked likes?

You clever to read Chinese?

Can help Calvin translates other articles to Chinese?

Any volunteer?
20/09/2019 9:56 AM
kenie DATO' SERI UTAMA MUKHRIZ MAHATHIR
13-Sep-2019 Disposed 2,220,000 shares
12-Sep-2019 Disposed 844,400 shares
11-Sep-2019 Disposed 999,300 shares
30-Aug-2019 Disposed 367,300 shares
29-Aug-2019 Disposed 1,267,900 shares
28-Aug-2019 Disposed 1,310,000 shares
15-Jul-2019 Disposed 72,600 shares
30-May-2019 Disposed 1,197,500 shares
29-May-2019 Disposed 950,000 shares
28-May-2019 Disposed 426,000 shares
20/09/2019 12:02 PM
calvintaneng Must thank Datuk Mukhriz for being so generous

Last time in Uzma Calvin also thanked Kwap for selling down Uzma to below 80 sen to 55 sen

So just buy some Opcom first

If after buying Opcom gets cheaper add more

If still cheaper then Hantam kuat kuat

Now Uzma already 93 sen

See Calvin bought Uzma at 89 sen made little

BUT Uzma bought below 70 sen made more

AND in times of great fear when Uzma crashed to 55 sen?

Wahahaha

Calvin made the most monies buying Uzma at 55 sen!!

So remember this

If Datuk Mukhriz sells you Opcom better buy

If he sells alot more then buy more

If he throws out like mad

Then you also better go into a frenzy picking up the Bargain of 12MP!!!

YES

OPCOM IS THE DIGITAL ECONOMY STOCK OF 12MP OR 12 MALAYSIA PLAN
20/09/2019 12:18 PM
calvintaneng The main reason why Opcom has not gone limit up is due to the uncertainty of Datuk Mukhriz disposing his shares

Let me restate my views again

There are 4 reasons:

1. He sold because he thinks Opcom overvalued now?

From long experience with Opcom Calvin thinks this is improbable because in year 2009 Opcom received a huge rm359 million fiber optic orders from Telekom. Which later translated to a nice 34 sen dividends for years 2011/2

So Opcom is not overvalued now with huge allocation of Rm21.6 Billions for THE DIGITAL ECONOMY.

2. He sold because Opcom might get a Huge Job order. By virtue of his father in power now there is a fear that people might say Tun Dr. M favours his own son company?

Yes. This is to prevent gossip as people misconstrue that Tun Dr M is still practising cronyism

This selling is a good political move to negate attacks from opposition


3. He sold to his own proxy still unknown?

There is no clear evidence so far. Because Bursa reported his share disposal faithfully in the open market.


4. He is selling some but still keeping a majority share?

This is yet to be seen. Although there is no bursa filing that he sold any today. He might or might not sell again tomorrow

Whatever the motives or actions there is no doubt at all that
Opcom is on to something very Big.

We can SEE

1. All the PH Leaders from Gobin, Finance Minister Lim Guan Eng, Housing Minister Puan Zuraidah and today Deputy Prime Minister Wan Azizah launching officially a Rm21.6 Billions National Fiberisation program

2. We also know that after year 2009 Opcom has not received Massive Allocation of capital for fiberisation in Malaysia

3. In fact Opcom has diversified to selling gel for optic cables in order to survive the lean years. More so because Datuk Mukhriz opposed Najib and joined his father's camp.

4. This is the most telling reason why Opcom is on to something Huge like never before

On Sept 6th 2019 AGM they elected 2 CEOs instead of the usual one CEO

Now if business is mediocre why appoint 2 Co-CEOs?

For every action there must be a logical reason

So I leave with you all these facts

You can all make your own conclusion

One more thing

I tried calling Opcom office but all the people are very very busy.
The receptionist Ms Ain works from 8.30am to 5.30pm

Opcom staff works from 9am to 6pm

When she leaves the office at 5.30pm she said that all the staff of Opcom are still busy till 6.00pm

So is Opcom on to something Big?

Big or not we are not sure

What we are sure is this

Opcom people are very hard working

And we invest into a good company under responsible management
20/09/2019 12:47 PM
johnny cash VERY STRONG EARNINGS DAYS ARE COMING FOR OPCOM, CAUSE GETTING A LARGER PART OF THE PIE IN THE LATEST ANNOUNCEMENT OF GOVERNMENT ON DIGITAL ECONOMY
20/09/2019 4:09 PM
calvintaneng Very very good news announced

Telekom going to get lion shares of 50% for the Rm21.6 billions for fiberisation

That means more than Rm11 billions

How much order for Opcom fiber optic then?
20/09/2019 11:33 PM
mukhriz02023 OPCOM to 80 cents next week
20/09/2019 11:36 PM
calvintaneng Today Opcom touched 80 sen chun chun

Mukhriz 02023 predicted correctly
11/10/2019 5:09 PM
calvintaneng Clap

Clap!

Clap!!!
11/10/2019 5:09 PM
calvintaneng NETX (0020) CHUN CHUN CORE OF THE NFCP RM21.6 BILLIONS FOR DIGITAL INFRAR, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/229646.jsp
18/10/2019 7:47 AM


 

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