THE INVESTMENT APPROACH OF CALVIN TAN
Buy OPCOM better than putting money in FD for safety. 3% interest is no use due to high inflation .
calvintaneng
Publish date: Tue, 06 Dec 2016, 10:39 PM
calvintaneng
0 1,842
Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
Why buy Opcom better than putting monies in Fixed Deposit for 3% to 3.5% bank interest?
Answer:
Because in times of inflation putting money in bank is no longer safe due to debasement of all paper currencies.
And why OPCOM of so many other counters?
Answer:
OPCOM at 55.5 cts is selling at a very attractive price now!
It has 52 over cents NTA and in Rm35 million Cash Position. Only a small Rm5 million in borrowing.
With such sound finances OPCOM is able to give regular dividends over the years.
The bonus is this. OPCOM gives Special Tax exempt dividend from time to time. Especially after it secures a Big Project
Last time OPCOM secured a Rm359 Million project from TM
And from the accumulated profits OPCOM later gave 2 Special Dividends
1) 22.5 cts
2) 11 cts
So Rm359 mil project generated 33.5 cts dividend!
That was in the past.
What's in Store for now?
The good news is this!
Last year OPCOM secured a combined project awards of Rm280 millions.
Calvin expects OPCOM to give a generous offer of between 20 cts to 25 cts this round.
What does that mean for lucky share holders?
Say a conservative 20 cts?
So 20 divides by 55.5 = 36%
Ha! if you take 6 cts dividend per year at 55.5 cts you will get 10.8% yearly for the next 6 years till year 2012! Total is 64.8%!!
Putting the same amount in Bank FD at 3.5% will only get you a total of 21% (43.8% less)
So buying OPCOM is a no brainer if you think of putting money in Bank FD for safety.
In year 2007/2008 I owned over 100 stocks. I sold all except OPCOM because OPCOM is isolated & insulated from Crisis - A Real Tsunami Sheltered Stock
Of course 10.8% per year dividend for the next 6 years is my lowest estimate. It could be much more if OPCOM secures more projects for fiber optic cables.
Look at what past i3 forumers wrote about OPCOM
Posted by leslieyong77 > Sep 3, 2012 07:06 PM | Report Abuse 
Special div of 11cts net
Posted by kcfan > Sep 3, 2012 07:59 PM | Report Abuse
Yes ! Another special high dividend announcement.Good to hold.
Posted by kl foong > Sep 3, 2012 09:39 PM | Report Abuse
Return on equity is very impressive -
2008 - 6.94%
2009 - 8.92%
2010 - 13.18%
2011 - 23.23%
2012 - 26.4 %
Posted by kcfan > Sep 26, 2012 08:37 PM | Report Abuse
Opcom declares special dividend of 11 sen
Opcom Holdings Bhd, a fibre optic cables manufacturer, declared an interim special dividend of 11 sen per share, making the total payout for the year 12.5 sen, so far. “At 12.5 sen, it works out to be a 15 per cent return. So, Opcom shareholders will find this payout to be much, much better than putting their money in fixed deposits that is currently only yielding 3.5 per cent,” said executive director Eric Chhoa Kwang Hua. (Source: Business Times)
Ha! Did you notice the words of Director Chhoa Kwang Hua
He said, A 15% return from OPCOM is much, much better than putting money in fixed deposits currently only yielding 3.5%. This was posted by kcfan on sept 26 2012.
And Director Chooa Kwang Hwa has been buying and buying OPCOM shares on weakness (Calvin spotted this chun chun and now tell all i3 forum members to load up!
See
|
Name
|
Details of Changes |
View
|
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|---|---|---|---|---|---|
|
Date
|
Type
|
No. of Shares
|
Price
|
||
| MR CHHOA KWANG HUA | 30-Nov-2016 | Acquired | 30,000 | 0.560 |
|
| MR CHHOA KWANG HUA | 29-Nov-2016 | Acquired | 60,000 | 0.570 |
|
| MR CHHOA KWANG HUA | 28-Nov-2016 | Acquired | 63,000 | 0.570 |
|
| MR CHHOA KWANG HUA | 25-Nov-2016 | Acquired | 10,000 | 0.570 |
|
| MR CHHOA KWANG HUA | 24-Nov-2016 | Acquired | 20,000 | 0.575 |
|
| MR CHHOA KWANG HUA | 21-Nov-2016 | Acquired | 10,000 | 0.570 |
|
| MR CHHOA KWANG HUA | 17-Nov-2016 | Acquired | 15,000 | 0.580 |
|
| MR CHHOA KWANG HUA | 14-Nov-2016 | Acquired | 85,700 | 0.565 |
|
| MR CHHOA KWANG HUA | 11-Nov-2016 | Acquired | 50,000 | 0.570 |
|
| MR CHHOA KWANG HUA | 07-Nov-2016 | Acquired | 5,000 | 0.570 |
|
| MR CHHOA KWANG HUA | 04-Nov-2016 | Acquired | 5,000 | 0.570 |
|
| MR CHHOA KWANG HUA | 03-Nov-2016 | Acquired | 38,000 | 0.588 |
|
| MR CHHOA KWANG HUA | 26-Aug-2016 | Acquired | 10,000 | 0.560 |
|
| MR CHHOA KWANG HUA | 25-Aug-2016 | Acquired | 10,000 | 0.565 |
|
| MR CHHOA KWANG HUA | 19-Aug-2016 | Acquired | 10,000 | 0.570 |
|
| MR CHHOA KWANG HUA | 12-Aug-2016 | Acquired | 10,000 | 0.575 |
|
| MR CHHOA KWANG HUA | 03-Aug-2016 | Acquired | 5,000 | 0.570 |
|
| MR CHHOA KWANG HUA | 13-Jun-2016 | Acquired | 10,000 | 0.600 |
|
| CHHOA KWANG HUA | 29-Apr-2016 | Acquired | 5,000 | 0.600 |
|
| MR CHHOA KWANG HUA | 25-Mar-2016 | Acquired | 5,000 | 0.650 |
|
| MR CHHOA KWANG HUA | 24-Aug-2015 | Acquired | 5,000 | 0.610 |
|
| MR CHHOA KWANG HUA | 17-Aug-2015 | Acquired | 10,000 | 0.660 |
|
| CHHOA KWANG HUA | 12-Aug-2015 | Acquired | 5,000 | 0.680 |
|
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Discussions
Be the first to like this. Showing 21 of 21 comments
Correct!
If he & Dr M in power Opcom should trade above Rm1.00
The price is now discounted at 55.5 cts.
2016-12-07 00:21
Calvin, by right the price should 1.0, now any half. Will drop another half since mamak no more in power. Najis will made this company sleeping.
2016-12-07 00:32
Posted by Lk036 > Dec 7, 2016 12:32 AM | Report Abuse
Calvin, by right the price should 1.0, now any half. Will drop another half since mamak no more in power. Najis will made this company sleeping.
I already prepared for this answer.
It's ok
Got 10.8% minimum yield for each year of next 6 years till 2012 already inside Opcom.
See by year 2012 then we will know.
2016-12-07 00:35
Posted by John Lu > Dec 7, 2016 12:34 AM | Report Abuse X
Calvin will be world best sifu if he ask for short sell...coz all his pick bjcorp, mulpha, mui, zelan, perisai, alam, kbunai, bpuri, DRB, Ajiya, GSB, etc all go holland to 52 weeks lowest
2016-12-07 00:35
Calvin, the condition change with time, cannot assume thing will be the same as now for the next fews year. See now even mamak can work with dap. Variable factor Lah Calvin.
2016-12-07 00:39
Lk036 Calvin, the condition change with time, cannot assume thing will be the same as now for the next fews year. See now even mamak can work with dap. Variable factor Lah Calvin.
07/12/2016 00:39
I know Opcom more than 10 years already. I think it should be around for some time more just like Tasek cement & lafarge cement. Just as cement is needed for all construction works fiber optic cables will be in use a long as we communicate in cyber space. Good night.
2016-12-07 00:50
Why buy Mahathir co now?
Answer:
I also bought Supermax at Rm1.60 although Stanley voted for opposition publicly and EPF sold down Supermax shares. I also told people that there is a political discount in Supermax.
Supermax doubled to Rm3.20 and I sold for 100% profit. I also told my Johor Buddies to sell all Supermax near Rm3.50.
Then I saw Icon8888 recommend Supermax near Rm2.10 after it crashed back.
And now if Supermax can why not Mukhriz's OPCOM?
2016-12-07 07:38
Now is third level thinking liao. Need to goreng up for party bersatu n Amana funding. Reasonable?
2016-12-07 07:44
Avoid any GLC with imcompetence politician leadership, especialy pre- GE 14 .
2016-12-07 09:14
how can you compare an essentially riskless asset ie fd or any money market instrument with stocks?equity demands a premium to any safe and riskless asset!!!!
2016-12-07 21:20
Opcom is at the mercy of GLC, Telekom. Supermax sells to the global market.An order from Jibye to stop buying from Opcom and your investment will go down the drain.
2016-12-08 10:05
In investment we buy what we do know for sure:
1. This is what we know for certainty. Opcom already secured Rm280k projects. So cash garnered already done deal = 25 cts coming soon.
This and together with Net Cash of Rm30 millions can cover for 6 yearly dividends of 10% until year 2012.
If no further income Opcom can still outlast all for 6 years easily.
2. Opcom share price expected to surge anytime now as there is a high possibility Special Dividend from 10 cts to 15 cts could be declared just like the 22.5 cts Special dividend declared after securing Rm359k job last time.
Is this the reason why Chooa Kwang Hua is buying non stop? It remains to be seen. In any case this is a good sign!
3. There is a good corporate governance in TM. Company staff also need to tender for cars if there is any disposal of Telekom vehicles.
So will Telekom incur higher costs by buying Optic fiber cables from China. This is not cost effective as only Opcom can provide the best price with best service currently.
Investment is at its best if it is most business like.
2016-12-08 13:17
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
OPCOM
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Lk036
Calvin, who is owner of this company?
2016-12-06 23:22