Our Investment Journey

Introduction: the ecosystem of technology in Bursa

Siew Jian Bin
Publish date: Sat, 07 Dec 2019, 12:18 PM
We want to share our investment journey to you all!

During the late 20th Century, telecommunication and electronic innovation like computers and mobile phones used to be the catalyst for economic growth, and the world experienced the dot-com bubble around year 2000 when over-optimism turned into disappointment.

Since then, technology soared and we witnessed countless amazing changes in the last 10 years - smart phones and tablets, 4G, cashless payment, virtual/augmented reality etc.

There are more and more newly listed companies in Bursa which are categorised under technology sector. Technology companies listed on Bursa are generally divided into hardware (e.g. semiconductors, LEDs, other electronic components sensors, Bluetooth receiver etc), software (e.g. e-government platforms, software solutions, cashless payment) and test and automation (quality test for electronic components before shipment, automated machinery in production lines etc).

They are grouped into more specific clusters under the nature of their business, as illustrated in the picture below to help us better understand the big picture of these listed companies in Malaysia.

Disclaimer: The counters mentioned are for discussion and are not buy calls. Invest with caution.

By
Rich Son Poor Son

 

Discussions
1 person likes this. Showing 4 of 4 comments

stockraider

One of the most potential outstanding Tech stock that author failed to highlight is NETX which has the potential of 10 baggers loh....!!

Posted by stockraider > Dec 7, 2019 11:38 AM | Report Abuse X

Correctloh....there are more than 3 opportunity big target for Netx ....that means very high chance to participate in nfcb jobs loh..!!

Furthermore Netx have cash backing close to 2 sen per share mah..!!
Sifu calvin pick on netx is very sound loh...!!

Its software & apps development are another big block buster mah..!

Don miss loh....!!

Posted by calvintaneng > Dec 7, 2019 11:09 AM | Report Abuse

Very good morning to all dear shareholders of Netx

The dawning of Nfcp job awards will come from 3 sources

1. From Telekom Rm10.8 Billions

2. From other Telcos Rm10.8 Billions

3. From Govt Rm28.7 for USP

Toatal Nfcp Fiberisation thrust Cash infusion Rm50.3 Billions

This Fiberisation spending for Malaysia is like never before since one decade ago in year 2009

In year 2009 it was a puny amount of only Rm359 millions fiber optic purchase by TM from Opcom and even tinier amount of Job Award by TM for Ariantec of Netx at a weeny Rm19.7 millions

We are talking about Billion ringgit now and all in a Whopping Rm50.3 Billions $pread out for 5 years

This will trigger 5 long years of multi bull run for Netx, Opcom, Redtone, Sacofa(cmsb) in a once in a lifetime race

So don't you ever miss this once in a life time opportunity going to commence soon

Join this exciting race now and don't be left out

Kindest regards

Calvin Tan
Singapore

2019-12-07 12:51

Red Tulip

Thanks for sharing. Very informative.

2019-12-07 14:28

stncws

Good

2019-12-07 14:46

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