firerain collection
NFCP--which company really benefited?(MUST READ)
I am sure everyone had heard about "The National Fiberisation and Connectivity Plan (NFCP) ", which involved RM21.6 billion capital expenditure to substantially upgrade Malaysia telecommunication connectivity in prepare of digital economy as well as 5G technology.
With the NFCP,we can expect great investment opportunities ahead without any doubt.
But unfortunately,i also found many investors do not really understand how NFCP or even telecommunication industry is working,even famous bloggers make horrible mistake,so i think it is necessary to write this article and share my knowledge here.
1.)what is NFCP?
NFCP is a major plan to revolutionize Malaysia telecommunication industry,with target of building solid foundation for economy to adapt digital industrialisation,like industry 4.0 and Internet of Things(IOT),altimately make malaysia an even competitive economy globally.
The total investment under NFCP was estimated at RM21.6 billion.Among which,50-60% of the total investment will funded by universal services provision(USP) fund managed by MCMC,the remaining will be funded by private sector,namely TM,MAXIS,DIGI,CELCOM,etc.
Investment made by USP fund will be focus on infrastructure in rural area,mainly building new towers,upgrading exsisting towers as well as regular maintainance.
On the other side,investment made by private sector will mainly focus on urban area,included but not limited to building new towers,upgrade current facilities and network,as well as 5G investment.
2.)What is USP fund?
USP fund was set up by MCMC and contributed by telecommunication company every year.
The rationale behind is simple:Due to commercial consideration,telco wont set up their towers in most of the rural area.So,to make sure people in rural area can enjoy telco services too,MCMC request all telco to contribute certain percentage of their profit into USP fund every year,and then use the fund to build towers in rural area.
The towers build by USP fund will altimately connected to telco's network,thus allow all telco to provide services for rural residents.
3.)Which company will be benefited from NFCP?
This is certainly the most important part of this article.
When talk about NFCP,investors are focusing on 6 company,which include REDTONE,OPCOM,OCK,ROHAS,CMSB and BINACOM.Also,an IT related company name NETX also strongly promoted by a blogger.
But is it true that all these company will be benefited from NFCP?
Let's have a closer look together now.
1.)REDTONE
I have wrote few article about how Redtone could benefited from NFCP since august last year,so the answer is YES,Redtone is difinitely one of the major winner.
As i mention before,Redtone had consistantly appointed as USP contractor by MCMC for the last 7 year,so far they already help MCMC to install and maintain hundreds tower in rural area,and already became one of the largest MTNS player in the market.So,NFCP is not something new to Redtone,they have necessary experience,expertise,capital,and track record.
To be even clear,Redtone is the only services provider in Bursa that own excellent record on large scale USP project.
We can expect Redtone to win more towers as soon as next week,as final winners of NFCP 1 that involve 153 towers would be announce anytime from now,following by NFCP 2 that involve 500 new towers.
No matter how,MCMC will spend big on rural towers expansion in years to come.i am pretty sure Redtone can win more towers from MCMC,just the matter of when,as they had clear advantage in USP projects.
2.)OPCOM
Opcom is famous among investors not simply because of business itself,but also the controlling shareholder--Tan Sri Mokhzani Mahathir,the eldest son of Tun Dr. Mahathir Mohamad.
As the core business of Opcom involved Fibre Optics manufacturing,people started to think Opcom might be the biggest NFCP beneficiary,as the demand for Fibre Optics cable will surge significantly under NFCP.
But,will Opcom benefited for sure?
My answer remain YES.
That is because Opcom is one of the leading fibre optic cable manufacturer and supplier in malaysia.So,even Opcom does not benefited directly from NFCP,as they wont awarded any contract by government or MCMC,but when company like TM invest more money to widen fibre optic network,opcom might play a important role in material supply.
However,Opcom is currently making losses,they shall benefited in future but the degree is not predictable.As an result,the share price may go up or down sharply in the future,depending on news flow.
Thats simply means,you might win big or loss big by invest into Opcom,make sure you can adopt to the risk and reward profile before make any investment decision.
3.)Ock
Ock is the famous with their towers business--the build the towers by using own money then rent it to telco for fees.Other than that,they also involved in telecommunication network services(similiar to Redtone but mainly focus on servicing private telcos instead of MCMC) .
So YES,OCK will also be one of the benificaries under NFCP.
Other than having more opportunity to expand towers portfolio,Ock might also benefited from huge CAPEX spend by major telco,as all big telco is expected to ramp up activites toward their own towers to improve services quality and capabilities,Ock is well positioned to capture the potential as they have been working with telcos for many years.
However,even the business is generating stable profit and future is bright,Ock might face some difficulty in financing mega investment because of their high gearing profile and high CAPEX business profile,so very limited capacity left for NFCP opportunities,management have to solve the debt issue as soon as possible,before they can grap more opportunities from NFCP.
4.)ROHAS
Rohas is mainly in power transmission business,they fabricate towers and provide construction services for power transmission grid.Beside fabricate towers for power transmission use,Rohas also fabricate towers for telecommunication use but revenue contribution is not that significant.
So,is Rohas one of the NFCP benificiaries?
The answer is MAYBE.
Since Rohas are capable to supply towers for telecommunication use,they might benefited under NFCP as tower demand is expected to rise,but i dont think this factor alone sufficient for Rohas to make big money in the future.
Thats simply because,power business contribute more than 90% to Rohas revenue,so,if anybody interested to invest in Rohas,they should actually put more attention on the prospect of power transmission business instead of telecommunication business,that make NFCP merely a bonus to Rohas,at best.
5.)CMSB
CMSB is one of the most well known listed conglomerate in sarawak,involved in cement,construction,trading,property and others.CMSB also owned a 50% associate namely Sacofa,the monopoly towers owner in major city of sarawak.
However,i dont think CMSB going to benefit much from NFCP.The answer is NO.
We have to understand that,Sacofa is towers owner(not contractor or service provider),so they wont get any USP contract from MCMC.what sacofa do is,they build and operate towers by using own money,then rent it to telco for profit.(similiar with Axiata's edotco or OCK)
So,Sacofa wont simply build more towers just because of NFCP,any new tower must be cormercially viable and supported by certain level of population,thats why must be somewhere in the city or close to city.
As for rural area,towers will still be build by MCMC via USP fund as mention above,the towers will be managed by USP contractor which appointed by MCMC,there is nothin much for sacofa to get involve.
lastly,Sacofa is merely a small part of CMSB,even Sacofa double their profit,the quantum of increase should be less than 10% in CMSB level,not as significant as many had expected.
6.)Binacom
Binacom is involved in various types of supporting network engineering services,included satelite,mobile,and fibre optic,they help telco and equipment supplier to install and maintain network facilities.
Their business is similiar to redtone's MTNS segment,but Binacom is focus on servicing private sector,while Redtone focus on MCMC project.
So the answer is YES.
even Binacom is specilize in satelite technology,but they also good in mobile and fibre optic installation and maintainance,they had been serving Maxis for more than 12 year,and provide supporting services to Huawei for more than 6 year.
the mobile and fibre optic business contribute around 50% of Binacom's revenue,so the impact to group financial will be significant if mobile and fibre optic division doing well in the future.
As mention earlier,private sector will contribute nearly half of the RM21.6 billion NFCP investment,and other than TM,Maxis will be one of the major contributor,that should benefited Binacom as they had excellence record with Maxis.
Other than that,Binacom have good chance to benefited from 5G as they are one of Huawei's trusted sub-contractor.
7.)Netx
Netx is involved in e-payment services and network and IT related services.Thats means,if your company needed to setup e-payment terminal or IT system,Netx can be your supplier to supply IT expertise,infrastructure and equipment,just like many other ACE market IT company would do.
So,it is clear that when come to NFCP,sorry to say that,Netx would not benefited much as they are not participating,and do not even have necessary expertise in telecommunication network and infrastructure related project.
it is almost impossible for Netx to win any contract from big telcos or MCMC under NFCP.(Sorry for any offence,i am merely speaking the truth.)
i wont comment much on Netx here,but i'll advice everyone to do your own research,or seek advise from stock expert before invest,not only on Netx but other companies as well.If you dont,well,then do not blame other people(even the one who ask you to buy) when you lose money,you can only blame to yourself.
More articles on firerain collection
The best positioned plantation company:Boustead Plantation Berhad(BPLANT).
Created by firerain | May 10, 2021
The Super undervalue and bullish sector for 2021:Oil Palm Plantation
Created by firerain | May 07, 2021
The 1st RM250 million under NFCP ready to release,who will be the winner?
Created by firerain | Oct 24, 2019
Redtone International Berhad--The only company that i dare to buy despite trade war
Created by firerain | Aug 26, 2019
Discussions
Be the first to like this. Showing 50 of 56 comments
I think only Netx current management knows the true status
They have done work for Telekom in year 2011
The results were reported in Bursa website
These are real figures
Also sacofa is one of 15 names mentioned in Nfcp website under Mcmc tenders
And do check this up as well whether true or not
Calvin
2020-01-13 21:12
As for rural area,towers will still be build by MCMC via USP fund as mention above,the towers will be managed by USP contractor which appointed by MCMC,there is nothin much for sacofa to get involve.
.......firerain
YOU ARE WRONG HERE FIRERAIN!!
BELOW ARE SUBMISSIONS THRU MCMC (IN YELLOW HIGHLIGHTS: Calvin comments)
List of submissions for PI on “Allocation of Spectrum Bands for Mobile Broadband Service in Malaysia” No. Submitting Parties
1. Altel Communication Sdn Bhd
2. Asiaspace Broadband Sdn Bhd
3. Celcom Axiata Berhad
4. Digi Telecommunications Sdn Bhd
5. Fujitsu Telecommunications Asia Sdn Bhd
6. GSM Association (GSMA)
7. Huawei Technologies (Malaysia) Sdn Bhd
8. Joint submission of Telekom Malaysia Berhad and Webe Digital Sdn Bhd (OPCOM SUPPLIES FIBER OPTIC CABLES TO TELEKOM & NETX HAS WON JOB FOR NETWORK INFRAR FROM TELEKO< BEFORE)
9. Maxis Berhad (BINACOM INSTALLS FIBER FOR MAXIS)
10. Mr. Lee Soon Huat
11. PNMB Payfo Sdn Bhd
12. REDtone Engineering and Network Services Sdn Bhd
13. Sacofa Sdn Bhd (CMSB OWNS 50% OF SACOFA: THE MONOPOLY IN SARAWAK & THE PAN BORNEO HIGHWAY)
14. U Mobile Sdn Bhd (REDTONE PARTNER)
15. YTL Communications Sdn Bhd
SACOFA IS LISTED AS NUMBER 13 IN MCMC TENDERS
THE ENTIRE LENGTH OF THE PAN BORNEO HIGHWAY WILL BE UNDER SACOFA MONOPOLY
AND IT IS VERY LONG INDEED
2020-01-13 21:56
firerain Netx holding,formerly known as ariantec global or AGLOBAL,i believe many senior investors still remember what happened to the company in 2011-2012.
the company rise from 3.5cen to 26cen in 2012(but drop back to 7cen in two month time),not because they won RM19.6million contract from TM,but due to Raymond Chan appeared to become substantial shareholder.
Raymond Chan is famous back to 2012 because he partner with Nazzifudin(Najib Razak's son) and manipulated few counters included Aglobal，Harvest court and Naim indah corp.（young investors who dont know the cases are adviced to google it.)
and,The RM19.6million contract NEVER RESULTED IN 5 CEN PROFIT as what you claimed.in fact,even after won the contract in 2011,NETX continue to making losses in FY2011,2012,2013,2014,2015 and 2016,anyone can check all this information easily in BURSA website.
YOU FIRERAIN IS WRONG HERE!!!
SEE FOR SEPT 2019 QUARTER ARIANTEC (NETX) REPORTED A 3 SEN PROFIT
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=602837
SEE DECEMBER 2011 RESULT IN 2 SEN PROFIT
GIVING A TOTAL PROFIT OF 5 SEN FOR 2 QUARTERS
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=603866
furthermore,the contract won was involved in bandwidth management equipment,nothing to do with telco towers nor fibre optic infra,so clearly no related to NFCP.Can we said NESTLE or DUTCHLADY will benefited from NFCP because they supply drink for TM's employees?
it is either you dont know all these things,or you knew it but purposely want to mislead other investors for your own benefit.
sorry for any offense,but i have to defend my reputation since you keep telling others i was wrong.
13/01/2020 7:12 PM
2020-01-13 22:08
Another reason why Netx gone up so high was because MR MARKET saw IT MADE 5 SEN
AND THINKING THAT PRICES WILL STILL MOVE UP THEY CHASED IT TO 26 SEN
BUT NETX IS A CYCLICAL STOCK JUST LIKE MASTEEL WENT UP FROM 35 SEN TO RM1.90 AND THEN DROPPED BACK TO 35 SEN AGAIN
TO UNDERSTAND CYCLICAL GO STUDY PETER LYNCH ON CYCLICAL
https://www.youtube.com/watch?v=Vt0gBfS6c6o
DAYANG IS ALSO A CYCLICAL THAT GONE UP FROM 50 SEN TO RM2.70 TODAY!!!
WHEN OGSE JOBS DRIED UP IF OIL PRICES CRASHED AGAIN LIKE IN YEAR 2014 *CRUDE OIL CRASHED FROM USD120 TO USD30
SO NETX CRASHED TO 7 SEN
AND THEN TO DOWN CYCLE NOW AT 2 SEN
NETX IS NOW TURNING UPWARD
2020-01-13 22:31
ONE LAST THING
NETX DIRECTORS ARE BUYING BECAUSE NETX IS NOW UNDERVALUE
ASIABIO CAPITAL SDN BHD 23-Aug-2019 Acquired 19,000,000 0.000 View Detail
FINTEC GLOBAL BERHAD 23-Aug-2019 Acquired 19,000,000 0.000 View Detail
ASIABIO CAPITAL SDN BHD 22-Aug-2019 Acquired 15,000,000 0.000 View Detail
FINTEC GLOBAL BERHAD 22-Aug-2019 Acquired 15,000,000 0.000 View Detail
ASIABIO CAPITAL SDN BHD 15-Aug-2019 Acquired 12,000,000 0.000 View Detail
FINTEC GLOBAL BERHAD 15-Aug-2019 Acquired 12,000,000 0.000 View Detail
ASIABIO CAPITAL SDN BHD 13-Aug-2019 Acquired 20,000,000 0.000 View Detail
FINTEC GLOBAL BERHAD 13-Aug-2019 Acquired 20,000,000 0.000 View Detail
ASIABIO CAPITAL SDN BHD 09-Aug-2019 Acquired 9,000,000 0.000 View Detail
FINTEC GLOBAL BERHAD 09-Aug-2019 Acquired 9,000,000 0.000 View Detail
ASIABIO CAPITAL SDN BHD 08-Aug-2019 Acquired 8,000,000 0.000 View Detail
FINTEC GLOBAL BERHAD 08-Aug-2019 Acquired 8,000,000 0.000 View Detail
ASIABIO CAPITAL SDN BHD 07-Aug-2019 Acquired 10,000,000 0.000 View Detail
FINTEC GLOBAL BERHAD 07-Aug-2019 Acquired 10,000,000 0.000 View Detail
ASIABIO CAPITAL SDN. BHD. 06-Aug-2019 Acquired 10,000,000 0.000 View Detail
FINTEC GLOBAL BERHAD 06-Aug-2019 Acquired 10,000,000
ON THE OTHER HAND REDTONE DIRECTORS ARE SELLING BECAUSE THEY THINK PRICES RUN UP TOO FAST
MR LAU BIK SOON 23-Sep-2019 Disposed 150,000 0.460 View Detail
MR LAU BIK SOON 20-Sep-2019 Disposed 150,000 0.460 View Detail
LAU BIK SOON 03-Jul-2019 Disposed 300,000 0.400 View Detail
LAU BIK SOON 28-Jun-2019 Disposed 50,000 0.370 View Detail
LAU BIK SOON 26-Jun-2019 Disposed 250,000 0.358
AND NETX EMPLOYEES STILL BUYING AT 2 SEN EVEN NOW
REDTONE INSIDERS HAVE STOPPED SELLING ONLY (NO BUYING)
2020-01-13 22:35
If only raymond chan without tm Award also cannot rise..!! Firerain is Bias!!.why he says not becos of tm award..haha
2020-01-13 22:57
HOW HE KNOWS IS RAYMOND CHAN. U MUST REMBR RC MUST COME WITH CONTRACT..BLUR BLUR FIRERAIN...
2020-01-13 22:58
Firerain is telling lie...As the 19.6m contract was the result of the increase in EPS. as Clearly stated by the management in the AR2012....PLS CHECK.and check
2020-01-13 23:01
THE AWARD OF TM IS IN 2011..
RAYMOND CHAN Only comes in 2012. So is not related the raymond chan.
2020-01-13 23:08
I was buying ariantec from 6c to 12c ..earning rm12500.....FIRERAIN MUST CLARIFY HOW RAYMOND RELATED TO 2011 TM AWARD...
2020-01-13 23:10
poor guys,you cant even tell the different between 5 cen and 0.05cen.
and calvin,about "List of submissions for PI on “Allocation of Spectrum Bands for Mobile Broadband Service in Malaysia”
did you see the word "PI"???
if you dont know,let me tell you "PI" means PUBLIC INQUIRY,means parties that give their opinions to MCMC about how to allocate spectrum.IT IS NOT TENDER FOR ANY CONTRACT.
it also means,SACOFA do not participate in USP tender.is that so hard to understand???
2020-01-13 23:11
FIRERAIN.
of course the contract not related to tower n fibre opric. becos Netx don have this..
2020-01-13 23:12
and did you see the auditor give qualified opinion to NETX in year 2013?if you dont know QUALIFIED OPINION means,go google pls.
2020-01-13 23:13
that is 2013..no need talk.
we are talking 2011 2012....btw ..i study acctng and work in audit firm before. i even knew Datuk Low kok thai. same batch with me
2020-01-13 23:16
Qualified Opinion..Everybody knows this...2011 TM CONTRACT..mangement has clearly stated will increase EPF.. u can check AR 2012
2020-01-13 23:17
Firerain.NETX is not getting any from MCMC.pls be noted..only spillovers job from other..Pls...
2020-01-13 23:21
FIRERAIN...
HOW can the EPS is due to RAYMOND CHAN? DOES share price increase the EPS?
2020-01-13 23:23
Amazing then if Netx earned so little from TM tender yet Director sales filing showed he sold from 3.5 sen to a high of 19 sen
SEE
DATUK LOW KOK THAI 17-Apr-2012 Disposed 600,000 0.195 View Detail
DATUK LOW KOK THAI 22-Mar-2012 Disposed 2,000,000 0.158 View Detail
DATUK LOW KOK THAI 20-Mar-2012 Disposed 1,000,000 0.145 View Detail
DATUK LOW KOK THAI 19-Mar-2012 Disposed 4,500,000 0.119 View Detail
DATUK LOW KOK THAI 16-Mar-2012 Disposed 4,000,000 0.090 View Detail
DATUK LOW KOK THAI 16-Mar-2012 Disposed 1,000,000 0.085 View Detail
CHEN KONG KHENG 14-Feb-2012 Disposed 26,500,000 0.055 View Detail
DATUK LOW KOK THAI 10-Jan-2012 Disposed 2,000,000 0.040 View Detail
CHEN KONG KHENG 25-Jul-2011 Disposed 3,400,000 0.035 View Detail
CHEN KONG KHENG 21-Jul-2011 Disposed 15,400,025 0.036
NOW WITH RM50.3 BILLIONS FOR FIBERISATION NETX WILL MAKE ALSO
THIS ROUND WILL PRICES JUMP ABOVE 19 SEN SELLING PRICES RECORDED?
2020-01-13 23:23
the Qualified Opinion is for FY2012 financial statement,which means auditor cant confirm the accuracy of FY2012 result.
2020-01-13 23:24
AND THIS THIS THE OFFICIAL REPLY FROM Ms PENELOPE (NETX OFFICE E- MAIL)
Ariantec, the subsidiary of NetX Holdings Bhd, is primarily dealing with supply of network equipment and infrastructure, digital platforms, e-commerce and IT infrastructure among others; and also a network equipment and infrastructure specialist.
Currently, NetX is still supplying network equipment and infrastructure on a project basis.
2020-01-13 23:25
you are the one who keep telling people FY2012 fairy tale,i just exposed the whole picture for investors to make their own judgemnent.
2020-01-13 23:28
YOU ARE WRONG HERE FIRERAIN!!
BELOW ARE SUBMISSIONS THRU MCMC (IN YELLOW HIGHLIGHTS: Calvin comments)
List of submissions for PI on “Allocation of Spectrum Bands for Mobile Broadband Service in Malaysia” No. Submitting Parties
1. Altel Communication Sdn Bhd
2. Asiaspace Broadband Sdn Bhd
3. Celcom Axiata Berhad
4. Digi Telecommunications Sdn Bhd
5. Fujitsu Telecommunications Asia Sdn Bhd
6. GSM Association (GSMA)
7. Huawei Technologies (Malaysia) Sdn Bhd
8. Joint submission of Telekom Malaysia Berhad and Webe Digital Sdn Bhd (OPCOM SUPPLIES FIBER OPTIC CABLES TO TELEKOM & NETX HAS WON JOB FOR NETWORK INFRAR FROM TELEKO< BEFORE)
9. Maxis Berhad (BINACOM INSTALLS FIBER FOR MAXIS)
10. Mr. Lee Soon Huat
11. PNMB Payfo Sdn Bhd
12. REDtone Engineering and Network Services Sdn Bhd
13. Sacofa Sdn Bhd (CMSB OWNS 50% OF SACOFA: THE MONOPOLY IN SARAWAK & THE PAN BORNEO HIGHWAY)
14. U Mobile Sdn Bhd (REDTONE PARTNER)
15. YTL Communications Sdn Bhd
IF NO PARTICIPATION THEN WHY EVEN MENTION THE NAME "SACOFA"?
2020-01-13 23:29
Posted by firerain > Jan 13, 2020 11:28 PM | Report Abuse
you are the one who keep telling people FY2012 fairy tale,i just exposed the whole picture for investors to make their own judgemnent.
WHAT FAIRY TALE?
NETX SHARE PRICES DID GO UP IN CYCLICAL LOW OF 3.5 SEN TO A CYCLICAL & HISTORIC HIGH OF 26 SEN
THESE FIGURES CANNOT LIE
2020-01-13 23:31
Firerain. please get your fact right before comment.!.how can 3iii blindly says u are knowledgeable person.?
2020-01-13 23:33
i dont like to argue,so i'll stop here.time will tell the truth.
and it is useless to aggressively defend your view here.If you so confident on NETX,just buy as much as you can lo,i never ask you not to buy what?
but you cant force me to believe what you believe.
thank you.
2020-01-13 23:34
The 5c gain in 2011...is not related to Raymond chan. raymond comes in only 2012..firerain.
2020-01-13 23:36
Posted by firerain > Jan 13, 2020 11:34 PM | Report Abuse
i dont like to argue,so i'll stop here.time will tell the truth.
and it is useless to aggressively defend your view here.If you so confident on NETX,just buy as much as you can lo,i never ask you not to buy what?
but you cant force me to believe what you believe.
thank you.
YOU STARTED IT FIRST
SO IF YOU SHUT UP NO BODY WILL BOTHER WITH YOU
WE HAVE FAR BETTER THINGS TO DO
2020-01-13 23:38
I really cant understand whr ur confidence come from?
NETX
Making loss all the while + quarter revenue at 200k only..
Goreng? Possible la.. see who is the the shareholder
Fundamental? Forget about it
2020-01-14 00:01
Posted by ming > Jan 14, 2020 12:01 AM | Report Abuse
I really cant understand whr ur confidence come from?
NETX
Making loss all the while + quarter revenue at 200k only..
Goreng? Possible la.. see who is the the shareholder
Fundamental? Forget about it
CORRECT
NETX IS A CYCLICAL STOCK MOST MISUNDERSTOOD BY ALL
SEE
https://www.youtube.com/watch?v=Vt0gBfS6c6o
2020-01-14 00:24
SEE FOR SEPT 2019 QUARTER ARIANTEC (NETX) REPORTED A 3 SEN PROFIT
https://www.bursamalaysia.com/market_information/announcements/company...
SEE DECEMBER 2011 RESULT IN 2 SEN PROFIT <--- 0.02 CENTS OR 2 CENTS?
HAHAHAHA
2020-01-14 00:56
Want to clarify, if OCK and Sacofa are similar (build and rent the towers) why won't both benefit? If Sacofa wont simply build towers not viable, why would OCK build?
2020-01-14 01:25
Hi jun,other than servicing own towers,OCK also provide services to towers not owned by them.Which means they are not only towers owner,but also services provider,which allow them to benefited from huge capex spend by private telco like digi or maxis.
In fact,they can also participate USP project if they intent to do so,as they own all the necessary license,which issue by MCMC.
On the other side,SACOFA is focus on their own tower business,they are monopoly in sarawak,they'll build towers at commercial viable area and rent out the network to any telco that wish to penetrate into sarawak market,like digi,maxis and celcom.
So,SACOFA is not services provider,as there are no one else to service in sarawak(as they already monopoly).In fact,they might need service provider like Redtone,Binacom or Ock to help them to manage and maintain towers portfolio.
SACOFA is making good money and prospect is bright,mainly due to they are the only company that owned and operated private towers in sarawak,not because of NFCP.
2020-01-14 03:06
Ho ho calv. still tell lies to promote:
1) not on cruise ship said on cruise ship sailing along Malaysia coast to promote Netx.. .. ..Malaysia internet speed like bicycle cycling 2G la.. Singapore 7G la...why I knew u r not on board cause TV8 news that a cruise ship is collided near Koh Samui. U posted yr travel cruise ship is near Koh Samui ... when asked u .. u said no collision... then said is the Phuket one is collided...
2) U heavily promote Scomies at 0.12 on 23/9/2019 ... but u denied promote at 0.12 only promote at 0.075...price dipped fr 0.12 to 0.07 in a week n in PN17 by end Oct....See see see yr posts ard 21/9 to 24/9 with yr website link ...just Pump n Dump...
3) Now on Netx said promote at 0.01 .. tell lie again.. referred to yr post on 23/9/2019 replied to potential u still preferred scomies...then the next day u promote Netx with yr website link at 0.015 with TP 0.08 ....
4)Executive Director is granted n ex SIS shares of 688 million ... where asked why is not a substantial shareholder ?... u reply is under Asiabio... Clearly a lie as Asiabio bought 103 million shares on August 19 .. total shares holding is 264 million...
5) A reply lie :
Cruise ship limps into Phuket after hitting a reef
PUBLISHED : 25 NOV 2019 AT 17:15
WRITER: ACHADTAYA CHUENNIRAN
Use bangkokpost news dated 24/11/2019 to confirmed yr said is Phuket one... haha yr tour is on Dec2019 .. u said 7 days tour which back on 23/12/2019.I oredi highlighted before if one is on cruise ship tour is so easy to proof n convince ppl .... no need to twist n turns just like u promote Netx....
2020-01-14 08:04
Firebrain come to netx maybe u can see what are netx doing actually explain by calvin
2020-01-14 12:56
For those who dont understand what netx really doing. Ill try summarise for you based on reference from calvin.
This was one of those devices NETX did for TELEKOM in year 2011
NETX IS INTO A MUCH HIGHER SKILLED FIBER OPTIC NETWORK SYSTEM
See https://www.youtube.com/watch?v=TP71pEBLcmM
14/01/2020 12:16 PM
Highly skilled NETX is doing this
https://support.gfi.com/hc/en-us/articles/360013018033-Exinda-Support-for-Fiber-Multiplexing
https://lifeboatdistributionblog.com/2019/10/03/get-more-performance-from-your-network-bandwidth-with-exinda-sd-wan/
https://www.youtube.com/watch?v=vUi_cwBAqNk
#roadtorm20
2020-01-14 14:23
Post a Comment
Featured Posts
New Update. Discover investment communities that resonate with your ideas
Apps
Top Articles
2
3
4
Koon Yew Yin's Blog
5
Good Articles to Share
Slower US Fed pivot weakens rate-cut bets across emerging Asia
6
7
Good Articles to Share
8
Good Articles to Share
Bank of America CEO talks earnings, consumer spending, and inflation
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
MQ Trading Signals
Stock
Time
Signal
Duration
Stock
Time
Signal
Duration
TWL HOLDINGS BERHAD - REDEEMABLE CONVERTIBLE UNSECURED LOAN STOCKS 2023/2028
2024-04-19 16:55:00
ADX
5 Mins
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
DickyMe
Post removed.Why?
2020-01-13 20:53