THE INVESTMENT APPROACH OF CALVIN TAN
DRB is the facilitator for ECommerce while OPCOM is the enabler of ECommerce (Calvin Tan)
calvintaneng
Publish date: Fri, 12 May 2017, 01:05 AM
calvintaneng
0 1,859
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.
Hi guys,
I read that Warren Buffet admitted that he missed both AMAZON & GOOGLE in his portfolio. Both did exceptionally well.
AMAZON's Jeff Bezos already ovetaken Warren Buffet to be the second richest person after Bill Gates. And Jeff Bezos might also overtake Bill Gates to be the Number One Richest Man on planet earth - All by the POWER OF ECOMMERCE!
So I am very interested in this new phenomena of the Future - ECommerce.
And I found 2 in KLSE
1) DRB - This is the facilitator for ECommerce.
DRB already has a fleet of trucks, planes & warehouses for transportation of goods. Then it took over 53.5% of POS with 800 outlets. DRB injected its logistic arm into POS. In fact DRB will assemble more trucks should more vehicles of conveyance are needed. For the nooks & corners of the city, the kampung or the remotest village DRB also produce motorbikes for last mile delivery.
So DRB is the Ficilitator of ECommerce. Others are GDExpress, CityLink, SKYNET, FDExpress * others. But POS/DRB hold Pole Position just like Alibaba of China & Amazon of USA.
So buying into DRB you are buying into the Future of ECommerce - this one going to take the world by storm. Just like the advent of the first motor car that changed the entire mode of transport.
While DRB is the facilitator of ECommerce OPCOM is its Enabler!
Why so?
Because OPCOM produce "FIBER OPTIC" CABLE that is the vital link of Internet Communication!
Fiber Optic use glass instead of copper wires. As glass transmits light it is faster and also a non conductor of electricity. A big boost of orders will come in later when the Mammoth Pengerang Oil & Gas Project is ready. Where danger from lighting strike through copper cabling can be avoided by using non conductor of electricity like OPCOM's FIBER OPTICS.
As more and more businesses move up the efficient chain of ECommerce, EPay, EBooks, Email, ETeleconference, EGovt, EBanking & EStorage there will be a great need for HSSB (High Speed Broad Band) connections.
High Speed? Yessss!
The speed of light is 186,000 miles per second. So within the blink of a second knowledge is transmitted from Kuala Lumpur to London or New York, or the Antartica.
Last time when Pm Badadi called for 9MP (9 Malaysia Plan Construction Projects) I knew cement & steel were needed. So I bought into all the cement companies - Tasek at Rm2.90, YTL-Cement at Rm2.20, CIMA at Rm2.40, CMSB at Rm2.20 & Lafarge at only 66 sen. All the construction works need cement. And all these cement companies went up by 300% to 600% later. Ytl-Cement & CIMA were both taken private. Tasek, CMSB & Lafarge turned into Blue Chips. It was so easy then.
AND FOR FIBER OPTIC IT IS EVEN MORE EASY NOW!
All the basic need for HSSB comes from one sole company - OPCOM in Malaysia
With the huge increase of ECommerce there will be even more and increasing demand for Fiber Optic Cables. And coming soon will be another Huge Source of Revenue from Pengerang's RAPID. As Fiber Optic is a non conductor of electricity.
Meanwhile, Opcom has already secured a Rm300 Million Project Awards from TM & Others. This will enable it to declare a Windfall Dividend just like it did when it secured a Rm359 Millions Project Award last time.
It was a nice 22 Sen Cash Payout & followed by another 10 Sen Tax Free Dividend then. OPCOM jumped across Rm1.00 then.
And so it will happen again.
As to when we do not know.
So Calvin urge all not to time the market but to buy some OPCOM while price is still cheap.
I also recommended HTPadu at around 55 Sen after seeing HTPadu secured a Rm580 Million Job Awards in 2 Years. And HTpadu just decllared a nice 5 Sen dividend. Price of HTPadu has surged to 86 Sen now - up 56%
Now it will be OPCOM's turn to Rise Soon!
SEEING This Director Chhoa Kwang Hua has been accumulating OPCOM shares
See
Insider - Director
Hints :
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
More articles on THE INVESTMENT APPROACH OF CALVIN TAN
DUFU (7233) OVERSOLD & TOP REASONS WHY IT HAS THE MOST POTENTIAL NOW FOR UPSIDE, Calvin Tan
Created by calvintaneng | Aug 30, 2024
JAKS LATEST RESULTS: A LOOK INTO ITS BALANCE SHEET, Calvin Tan
Created by calvintaneng | Aug 30, 2024
NESTLE: WHY IT IS NOW TOO PRICEY AND MIGHT SEE PRICE FALL DOWN FURTHER, Calvin Tan
Created by calvintaneng | Aug 29, 2024
A LOOK AT LATEST RSAWIT RESULTS SHOW IMPROVEMENTS LIKE JTIASA, Calvin Tan
Created by calvintaneng | Aug 28, 2024
JCY (5161) Posted a 2nd Qtr of Good Profits: Showing a Clear Sign of A Turnaround, Calvin Tan
Created by calvintaneng | Aug 23, 2024
TSH RESOURCES AUGUST 2024 RESULTS: A Look at its Latest Balance Sheet, Calvin Tan
Created by calvintaneng | Aug 22, 2024
Discussions
1 person likes this. Showing 30 of 30 comments
another Mahathir son venture.
choop818 > May 12, 2017 01:28 AM | Report Abuse
Who controlls OPCOM?
2017-05-12 01:34
Posted by choop818 > May 12, 2017 01:28 AM | Report Abuse
Who controlls OPCOM?
I think both DRB & OPCOM are in opposite political convictions
DRB is Pro BN while OPCOM belongs to Mukriz
However,
These are the facts you must know
1) OPCOM's has high barrier to entry. Manufacture of fiber optic cable is not like selling biscuits or tea/coffee.
2) TELEKOM is a pragmatic company. It seeks value for the Company. So it won't take risk for political consideration to affect its performance
3) Quite difficult for China Companies to break into this market as China trained workers cannot communicate in Malay. So Chinese workers are confined to stand alone HUge construction Projects like Forest City. How could they work side by side with local Malays installing last mile fiber optic cables if they can't speak Malay?
2017-05-12 01:40
value....lots of value out there but calvin does not seem to have the talent to seek them out except what calvin calls old wealth. ...mahathir cronies, mostly.
2017-05-12 02:19
I think there is a lot of value in technology shares, new economy shares, RHB 25 jewels, steel, banks, finance....
and Mahathir cronies like Vincent Tan, DRB , Mui is not good hunting ground.
2017-05-12 02:23
Other salient factors for OPCOM
1. It is CASH RICH. Almost 25 sen or more than 35% in CASH.
2. It has very little debt or gearing. So no fear of insolvency.
3. In lean times it still give out dividends. And in good times it is exceedingly generous with dividends. Usually more than twice that of Bank FD
4. And lately OPCOM has received over Rm300 millions Jobs Award. This will translate into a nice 25 sen to 30 sen PROFITS. SO CAN EXPECT ANOTHER NICE CASH PAYOUT SOON.
5.See Calvin recommended both OPCOM and HTPADU around same price just months ago.
HTPADU already declared a 5 sen dividend and price jumped 56% to 86 Sen now!
How high will OPCOM reach when a surprise CASH WINDFALL IS SUDDENLY ANNOUNCED?
This is not guess work but A SURE THING!
OPCOM WAS FIRST RECOMMENDED BY SIFU DR NEOH SOON KEAN IN HIS MONTHLY DIGEST.
2017-05-12 08:40
Good morning
Great News
Alibaba setting up Data Center in Malaysia will need lots of Fiber Optic cables
See
http://www.thestar.com.my/news/nation/2017/05/13/alibabas-data-cloud-to-help-smes-nations-first-global-info-facility-aims-to-make-enterprise-computin/
2017-05-13 11:49
Posted by JN88 > May 13, 2017 06:44 PM | Report Abuse
How OPCOM will be gain the benifit from DFTZ??
Answer:
Digital Free Trade Zone derives its business through buying and selling through Computer, Laptop or iphone.
As such more and more people will be encouraged to use the internet and iphone. Resulting in Govt setting up more and more HSSB (High speed Broad Band) Services to the higest peak of Gunong Tahan, the southern most tip of Peninsula Malaysia & even to the interior Kapit of Sarawak.
How much more FIBER OPTIC Cables will be needed?
Last time I called for a buy on Prestar at 46 sen because 8 highways need lots of guardrails from Prestar. Prestar now up by over 100%
So expect OPCOM to do very very well
2017-05-13 19:08
Note:
For electricity transmission of TNB you need copper wires
For water you need water pipes
For internet transmission you need Fiber Optic cables
See
http://www.opcomcables.com.my/opcom/index.asp
2017-05-13 19:09
Posted by Lk036 > May 13, 2017 12:37 PM | Report Abuse
Calvin, opcom is mahathir son business . No effect fr najib admintration?
Calvin already studied Telekom's mode of leadership & the immense difficulty of China people doing HSBB last mile fiber optic installations in the kampungs and everywhere as they don't speak Malay.
And other Malaysia Companies already chicken out due to Dr. M being in power last time. So too late to set up rival Fiber Optic Company in Malaysia as barrier to entry is not worth the risk as OPCOM already has a monopoly.
2017-05-13 19:16
Insiders news may be right. They will try not to award Opcom (opposition) too much if they can find other alternatives.
2017-05-13 19:33
Find other alternatives?
From where?
Leader Universal?
Already delisted from KLSE.
See
https://klse.i3investor.com/servlets/stk/4529.jsp
Leader is too diversified & its optic fiber arm is dormant.
So don't doubt, delay or waste time
Go get some OPCOM NOW!
2017-05-13 19:42
In this world especially bolehland, there is always other alternatives. Malaysia Boleh. hihi
2017-05-13 19:50
LOL!
Laugh Out Loud!
Apa boleh?
What if Mukriz becomes next PM
In boleh land everything pun boleh?
2017-05-13 19:55
TrippleZ
In this world especially bolehland, there is always other alternatives. Malaysia Boleh. hihi
13/05/2017 19:50
calvintaneng LOL!
Laugh Out Loud!
Apa boleh?
What if Mukriz becomes next PM
In boleh land everything pun boleh?
13/05/2017 19:55
Felicity
nonsense
13/05/2017 19:59
Calvin replies,
Wahaha!
I just replied according to what the Book says,
Jubilee Bible 2000
"Never answer a fool according to his folly lest thou also be like unto him" (Proverbs 26:4).
2017-05-13 20:09
hopefully ur opcom can get big cake, but chance is very minimum, anyway is a good try
2017-05-13 20:17
Investing based on facts (not just hope only)
Last round after Opcom got Rm359 millions job orders it declares a Special Dividend of Rm225 a share.
The MayBank Manager who followed me to buy at 30 sen then couldn't believe her eyes.
A 30 sen share of Opcom can get a 22.5 sen dividend.
And now she has loaded up even more Opcom shares as Opcom already secured a Rm300 million job orders this round
See 22.5 sen dividend below:
[OPCOM] Special Dividend on 29-Aug-2011
Stock [OPCOM]: OPCOM HOLDINGS BHD
Announcement Date 29-Aug-2011
Financial Year 31-Mar-2012
Subject Special Dividend
Type Dividend - Normal or Special
Description Special Interim Dividend of 22.50 sen per ordinary share single-tier
Amount RM 0.225
Ex Date 14-Sep-2011
Entitlement Date 19-Sep-2011
Payment Date 28-Sep-2011
2017-05-13 20:28
Opcom just a supplier, who can get the biggest cake should be service provider.
2017-05-14 12:41
Posted by iswara > May 14, 2017 12:41 PM | Report Abuse
Opcom just a supplier, who can get the biggest cake should be service provider.
Calvin thinks OPCOM's management has already taken the Pro Active step to capture the biggest cake by providing 2 services
1) Service provider for telecommunications.
2) Service provider for power utilities industry.
These two powerful combinations will capture jobs from ECommerce FTZ, Bandar Malaysia, Alibaba's Data Center(to be set up) & Pengerang's RAPID.
See
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5421713
2017-05-14 13:35
Post a Comment
Featured Posts
Introducing MY's First IPO Fund for Sophisticated Investors!
New Update. Discover investment communities that resonate with your ideas
M & A Value Partners IPO Equity Fund has been launched - Targeted 13% Return p.a
Latest Videos
.png)
Apps
Top Articles
1
https://dividendguy67.blogspot.com
2
Stock Pick Contest Year 2024
3
BFM Podcast
4
5
Stock Market Enthusiast
CIMB: Uptrend Continues - Is the Best Yet to Come? (Uptrend + Bullish) - KingKKK
6
BFM Podcast
7
Koon Yew Yin's Blog
8
https://dividendguy67.blogspot.com
#
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
No trading signals available.
Stock
Time
Signal
Duration
No trading signals available.
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....
calvintaneng
Hi guys,
Think on these thoughts
1) Bill Gates of Microsoft (Current richest man on earth)
It needs Fiber Optic Cables for its business.
2) Jeff Bezos of AMAZON (2nd Richest Man)
Business depends on ECommerce Surge. By Fiber Optic cables
3) Warren Buffet of Berkshire
Knowledge acquired online by Optic Fiber. Of cource Warren could also read books. But much Company information now stored in CD or in the Cloud. So Fiber Optic cable again needed.
No matter how or where you look - Fiber Optic Cables play a very vital part for wealth and progress.
OPCOM:
Optimal
Coming
Value!
2017-05-12 01:20