Dear Friends & Fellow Investors of i3 Forum,
This evening lesson is "FIBERISATION MUST INCLUDE OPCOM FOR HSBB (High Speed Broad Band) & LAST MILE FTTH (Fiber To The Home).
The recent rumour of Broadnet starting a New Fiber Network for Last Mile FTTH brought shock wave to Opcom and the subsequent Sell Down by Ignoramous shareholders of Opcom in a knee jerk panic.
After the dust has been settled we See A Very Bright Future for OPCOM as the Dominant Optic Provider in Malaysia notwithstanding the challenge posed from other new entrants to FIBERISATION in Malaysia.
Why is Calvin so bullish?.
These are my findings:
1) BOTH TELEKOM & TENAGA FROM ITS INCEPTION BOUGHT OPTIC FIBERS FROM OPCOM.
TNB bought Rm2 millions to Rm3 millions FIBER for its own Data Storage. Since TNB is dealing with ELECTRICITY which is a Conductor for Copper It Has To Use Optic Fibers to prevent fires, short circuit & other dangers. Fiber being glass is a non conductor of Electricity. So Fiber only play a supporting role to TNB own internal needs of data & communications
TELEKOM on the other hand has a very wide reach of HSBB & FTTH. Some years back TM ordered a huge Rm359 Millions Fiber Optic goods from OPCOM for its Peninsular HSBB. In Latest Budget Speech a Rm1 Billion Ringgit has been budgeted for HSBB for EAST MALAYSIA. And also Govt is stepping up Last Mile FTTH to every nook & corner; kampung & city; mountain or valley; in Kl metropolis or small Islands of all parts of Malaysia. This HSBB Total Penetration will lift Malaysia into THE DIGITAL AGE.
2) AND WITH THE MERGING OF TM & TNB THE CHALLENGE FROM BROADNET IS NOW STALLED
Malaysia is too small (only 30 million people) to have another dominant player in the HSBB & FTTH industry. It will only cannibalise the market share of Telekom. So TM has teamed up with TNB to forstall any challenge.
3) IS THIS GOOD NEWS PRIVY TO SOME?
No wonder there was a sudden spike in Both Volume and price of Opcom recently
See
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 |
As you can see from the low of 37 sen on January 5th 2018 Opcom jumped to a high of 53 sen for a gain of 43% in 3 days!
And th 3 day volume was 9.6 million shares of OPCOM. After T3 and T4 which prices retraced back below 40 sen most shares were TAKEN UP BY INSIDERS?
SO WILL THERE BE ANOTHER HUGE VOLUME ORDER COMING FOR OPCOM?
Now people thought OPCOM being Oppostion BN might import fibers from China.
This is not possible if BN Govt wants to bring the cost down.
With the ROARING SUCCESS OF ALIBABA In China & World wide there is now a Huge Demand for Optic Fibers in China. Unlike surplus steel in which China is dumping worldwide there is actually a huge shortage for fibers in China
See
The optical fiber shortage topic is not new for those who are already in this business but it will be strange to those who do not know these facts.
Facts states that, only one country in the world (CHINA) is consuming 56% of fiber from the whole world fiber production capacity and followed by United States consuming 12.7% and then Japan 8.2%. The rest of the world gets only 23.1% of optical fiber shares. In this situation, fiber manufacturing companies are very happy as they are selling the optical fiber at a higher price. Fiber companies are selling small shipments to cover maximum customers at the increased price so that their business to continue with huge profits.
The optical fiber demand for single mode fibers is expected to grow in coming years and the main reason for this fiber shortage is the FTTH network projects which had increase the fiber consumption by 46% of the whole world total optical cable consumption. FTTH will continue to replace DSL and other lower speed services.
Due to this huge shortage of fibers, the fiber preform manufacturing companies are also in huge demand too and these companies are not making any new contracts.
Looking at this big fiber demand, the most of the companies had started working aggressively in building new plants to raise the growing demand of optical fiber preform and optical fiber drawing tower capacities. Optical Fiber preform industry had reached 11,017 tons in 2015. It is now growing around 21.6% and expected to reach 21,000 tons in 2020.
The growth in data traffic on smartphones, tablets and other mobile devices creates demand for fiber, not just in big cities but across the country. The demand for Internet from emerging countries, growing industrialization, growing telecom industry. These factors, along with the upcoming infrastructure projects in energy, transport, networks, institutional sites, and residential projects are expected to drive the fiber optic market. Further good news to this is that now more and more schools and educational institutions facilities in some countries are going to modify the education system to e-classrooms and these changes are possible if fiber-to-the-home (FTTH) projects are initiated now to build the fiber network.
China presently busy with its 4G & 5G project implementations of “Broadband China”, “Internet+” and “Full Fiber-optic Network” and suddenly China announces to stop all his projects then the fiber surplus situation will arise and people will get mad as to how to utilize the huge quantities of surplus fibers. The china will continue to lead the world’s increase in FTTH subscribers over the next five years. The Fiber-To-The-Home project in China is expecting to reach all houses in major cities and towns within the next couple of years and to complete this project in whole China in five years.
The big question today is: For how long this fiber shortage is going to continue? The real answer to this question is not known to anyone today; it only depend on China. Operational & Technical Director - FBR Cables
SO WITH HUGE SHORTAGE OF OPTIC FIBERS IN CHINA THERE WON'T BE ANY EXPORTS FOR MALAYSIA. AND OPTIC STANDS TO REAL A HUGE WINDFALL BONANZA
WHY MUST THERE BE DEMAND IF TNB ALREADY GOT FIBER IN ITS GRID (POWER)?
This answer is this:
TNB has only FIBER FROM ITS STATION TO STATION. Think of the Human Organs of the Heart, Liver & Kidney, Brain, Lungs & Stomach. Blood Veins connects them. So Is the Connecting of Fiber from one TNB Station to another.
Now TNB has no last mile Fiber to homes. It only provides power cable for electricity. Just like Blood Veins are needed to bring blood to our hands & fingers, leg, feet & toes. So Lots of Optic Fibers will be needed to connect from TNB Station to the home & every nook & corner of Malaysia. So another Rm12 Billions are needed for Total HSBB & FTTH.
And that's why LOTS OF FIBERS WILL BE NEEDED FROM OPCOM
Best Regards
Calvin Tan Research,Singapore
Created by calvintaneng | Aug 30, 2024
Created by calvintaneng | Aug 30, 2024
Created by calvintaneng | Aug 29, 2024
Created by calvintaneng | Aug 28, 2024
Created by calvintaneng | Aug 23, 2024
Created by calvintaneng | Aug 22, 2024
Shortinvestor
You must not be shortsighted lah!
I called for a Buy on Masteel when it was 35 sen (and again at 66 se) when the accounts of Masteel were in shambles. 11Mp & Mrt job later brought huge orders for Masteel & its price jumped to over Rm1.60 today
So don't be shortsighted!
See ahead to THE HUGE ORDERS COMING FOR OPCOM.
ITS PROFITS WILL EXPLODE UPWARD LATER.
OPCOM WILL FOLLOW MASTEEL
Know what?
Last time KL to Spore (Year 1974) was a 2 track kampung road. Now Plus is 4 lane to 6 lane highways. Highways need long steel from Masteel
So the Demand for INTERNET TRANSMISSION IN THE INFORMATION HIGHWAY WILL DEMAND LOTS OF OPTIC FIBERS FROM OPCOM
What Masteel was for the Physical highways will be What OPCOM is for the INFORMATION HIGHWAY
2018-01-18 21:06
See for yourself also its past revenue, net profit etc..
http://www.opcom.com.my/investor-relation/financial-graphs
2018-01-18 21:08
See for yourself also its past revenue, net profit etc..
http://www.opcom.com.my/investor-relation/financial-graphs
that is not opcom Malaysia....opcom Malaysia selling cables
2018-01-18 21:10
HAHAHA!!
See how Calvin & Buddies loaded up on OPCOM at 35 sen 10 years ago.
ANd OPCOM HSBB 1 got Rm359 Millions Job Award
THEN CALVIN & BUDDIES GOT 22.5 SEN SPECIAL DIVIDEND FROM OPCOM
Imagine 22.5 Sen Dividend for our 35 sen Shares
See with BIG BIG EYES!!
https://klse.i3investor.com/entitlement/0035/29-Aug-2011/185_282173498.jsp
NOW DON'T MISS HSBB 2
2018-01-18 21:14
Entitlement: [OPCOM] Special Dividend on 29-Aug-2011
calvintaneng CALVIN & BUDDIES RECEIVED RM225 PER SHARE FROM OUR RM350 PER SHARE OPCOM!!...
2018-01-18 21:18
And One Banker Manager followed Calvin bought OPCOM on a day of weakness when OPCOM fell to only 30 Sen
After received 22.5 sen Dividend OPCOM again paid out a nice 11 Sen Special Dividend next year
So Purchase Cost 30 sen
less 22.5 sen Special Divvy\
less another 11 sen divvy
So Total dividends were 33.5 sen
NOW BANK MANAGER GOT BACK 30 Sen Original Capital & extra 3.5 sen
PLUS FREE OPCOM SHARES FOR LIFE
AND THESE LAST FEW DAYS BANK MANAGER WALLOPED & WALLOPED CHEAP OVERSOLD OPCOM SHARES AGAIN
See this 11 SEN DIVIDEND
https://klse.i3investor.com/entitlement/0035/03-Sep-2012/187_950343628.jsp
SO DON'T MISS THE BOAT.
2018-01-18 21:25
tm always complaint the low quality of opcom product, but due to... cannot reject...but now no need
2018-01-18 21:28
Where got other fiber supplier?
See this Dominant Player
All the specifications TNB & TM required were done by OPCOM
Others will fit or not?
http://www.opcom.com.my/
2018-01-18 21:29
Did you missed Prestar at 46 sen, missed wangzng at 75 sen, missed Rcecap at 27.5 sen?
SO DON'T MISS THIS OPCOM
OPCOM
Optimal
Coming value!!
2018-01-18 21:32
And did you missed Mphbcap at Rm1.21, missed Jaks at 40 sen or misses Masteel at 66 sen?
SO DON'T MISS OPCOM!!!
2018-01-18 21:33
Did you guys missed DRB at 92 sen, missed Kulim at Rm2.50, missed Waseong at 72 sen?
So better don't miss OPCOM Now!
2018-01-18 21:34
Did you missed Insas at 65 sen, missed MyEg at Rm1.00, missed Super Enterprize at Rm1.28? Super taken private Rm3.80 (Up 200%)
SO BETTER DON'T MISS THE OPCOM BOAT
2018-01-18 21:36
evil salesman nonstop promoting lol. like how the MLM bastards trying to con the innocent sheep's
2018-01-18 22:14
Where got evil?
Tell people buy Jaks at 40 sen and later made 200% at Rm1.20
Tell people to buy Super Enterprize, Kulim, TMakmur, TheStore & Wangzng which were all taken private with handsome gains
ALL LAUGHING HAPPILY TO THE BANKS
2018-01-18 22:30
Sochai calvintaneng rank bottom 10 with -2.5% in 2017 bull market...haha haha
2018-01-18 23:02
IT'S OK CALVIN LOST 2.5% Last year.
CALVIN GONNA GOING TO MAKE 250% THIS BULL RUN YEAR.
btw are you still holding your hengyuan shares you. chased from rm17.00 to Rm19.00?
2018-01-18 23:04
Hehe as far as I know John Lu started to promote HengYuan at rm7 or 8. BTW why u always skip ur perisai pick? hehe
2018-01-18 23:07
calvin don't know goreng nor trend
CALVIN KNOWS THIS
NEVER CHASE A SHARE AFTER IT HAS SUDDENLY GONE UP A LOT!!
SEE JOHN LU GOT HANGED BY HENGYUAN
HENGYUAN MEANS
HENG AS IN HANG
YUAN SOUNDS LIKE LU
SO HENGYUAN SOUNDS LIKE
HANG LU?
JOHN LU GOT HANGED?
2018-01-18 23:09
don't know goreng nor trend. but many imaginary stories to tell everyday. hehe..
2018-01-18 23:15
Aiyooyoo!!
AFTER GOT HANGED WHO GONNA FEED THE PARROT?
SO YOU BETTER GO BUY OPCOM AND YOU SHALL BE FED WELL.
SEE THIS
OP IS OPTIMUM
COM IS COMFORT
SO ALL WHO BUY OPCOM WILL GET OPTIMUM COMFORT
IN HOKKIEN THEY SAY
HOSEI LEOW!!!
2018-01-18 23:15
didn't know ur pusing skill so good. even the names u can imagine n relate. win liao loh like that!
2018-01-18 23:18
too bad he didn't join 2018 stock pick competition. I expect end of the year he will tell us how he make 200 percent return again.
2018-01-18 23:20
No winning conversation but losing friends?
I RATHER ALL ARE FRIENDS AND NO FOE OK?
MAY CALVIN WISH ALL
KONG HEI FATT CHOY!!!
2018-01-18 23:21
Kong your sister!! U are sochai and sohai from Singapre...diu!!
2018-01-18 23:25
200%?
I REMEMBER WITH WARM AND HUGE SATISFACTION.
BOUGHT DRB C30 AT 12 SEN AND SOLD FOR 36 SEN FOR 200% PROFIT LOH!
2018-01-18 23:25
shortinvestor77
If it is so good, OPCOM wouldn't have incurred a loss last Q. Think about it!
2018-01-18 20:58