Hi guys, please read till to the end as i type now
Carimin, Dayang & Penergy are part of the 5 Chosen OGSE Companies by Petronas
These wre the 5 Selected Stocks
See as early as Jan 2018 this news came out
Petronas hands out fresh deals to five contractors
Malaysian Petronas Carigali has awarded contracts for the provision of maintenance, construction and modification services (MCM) at its offshore facilities in Peninsular Malaysia, Sabah and Sarawak to five local contractors.
Carimin Engineering Services, DayangEnterprise,Deleum Primera,Petra Resources, Sapura Fabrication and its joint venture partner Borneo Seaoffshore Engineering were selected for the five-year contract with an option to extend an additional year which took effect in September last year, Petronas said on Tuesday.
If we compare them to a Country Then these 5 are Major Important States
If we compare them to an Army then these 5 are Generals
And if we compare them to a Fighting Battalions then THESE ARE 5 ELITE COMMANDOS
Of couse they are neither states, nor army nor Batttalions
THEY ARE THE OGSE IN THE OFFSHORE FOREFRONT SEARCHING & FINDING THAT CRUCIAL NEW 54.7 MILLION BARRELS OF CRUDE OIL FOR THE UPCOMING REFINERY OF PETRONAS IN RAPID
That was in Early 2018
Today February 2019 more than One year has passed. And the fruit of their Efforts are Clear and Visible For all to SEE
Except for Sapnrg which is bogged down by debt all 4 other OGSEs have posted positive quarters. Deleum has always been consistent & pay dividends. So it stay contented
The 3 Hungry Ones are
CARIMIN - The Baby
DAYANG - The TaiKo
And the 3rd One - Penergy - The Young Adult - nimble, agile & uncumbered
Carimin was 39 sen when Calvin Issued the Buy Call
And today Naim rose up to touch Rm1.00 for a chun chun 100% upside
All so happy. Naim did well because of the highest quarter profit ever registered by Dayang
To night Calvin wants to highlight
WHY PENERGY AT THIS PRICE OF 76.5 SEN IS STILL A MUCH BETTER BUY THAN BOTH CARIMIN OR DAYANG
Follow me as we Do an Investigations
To be continued... (Ok thank you for staying. now we continue...
Carimin, Dayang & Penergy are literal Commercial Commandos of the High sea - seeking, scouting & scouring for that extra barrel of Crude oil off shore of Trengganu, Off shore of Sabah & Sarawak where the Bulk of Crude Oil and Natural Gas are found.
And all Very Successful as Shown by Their HUGE JUMP IN REVENUE & Increasing Profits as well
Now let's take a Closer look at these Three Top Elite of the Elite Commandos
1) CARIMIN - the baby commando (Please go see Carimin latest Qtr)
NEW POST NOW:
Just as Petronas got 5 OGSE (or 5 Commandos or 5 Generals or 5 States if we may call them all THE DIGITAL ECONOMY BULL has 5 Main Stocks
1) OPCOM
2) NETX
3) REDTONE
4) GREEN PACKET
5) OCK
THESE ARE THE TOP 5 STOCKS TO FOCUS ON AS GOVT THROUGH TELCOS WILL GIVE OUT JOB ORDERS TO THEM ONE BY ONE LATER
JUST AS YOU SHOULD LOAD UP ON OGSE STOCKS EARLY YOU SHOULD ALSO LOAD UP THE DIGITAL ECONOMY STOCKS EARLY
WHY YOU DON'T BUY CARIMIN AT 39 SEN AND ONLY CHASE IT ABOVE RM1.00?
WHY DON'T YOU BUY DAYANG AT 68 SEN BUT CHASE IT AFTER IT CROSSES RM1.60?
SO THE TIME TO BUY THE DIGITAL ECONOMY STOCKS IS NOW!
PETRONAS CAPEX OF RM30 BILLIONS UPSTREAM JOBS GO TO MORE THAN A DOZEN PLAYERS = SAPNRG, CARIMIN, PENERGY, PERDANA, DAYANG, DELEUM, UZMA, MMHE, ALAM MARITIN, DESTINI, ICON, BUMI ARMADA, SCOMIES, AND A WHOLE PLETHORA OF OTHERS. AND THAT WAS FOR RM30 BILLIONS
NOW THE FORTUNATE 5 ARE OPCOM, NETX, REDTONE, GPACKET & OCK
AMONG THESE FEW WILL SHARE A HUGE PIE OF RM21.6 BILLIONS NATIONWIDE FIBERISATION JOB AWARDS
JUST AS OGSE STOCKS STARTED THEIR POWERFUL BULL RUN OF 100% TO 400% GAIN FROM THEIR LOWS TO THEIR HIGHS NOW WILL BE THESE DIGITAL ECONOMY STOCKS TURN TO GO INTO A MULTI YEAR BULL RUN TIME
Below is posted by Treasure Seeker ( WITH COMMENTS BY CALVIN IN CAPITAL LETTERS)
Beneficiary From National Fiberisation and Connectivity Plan ( NFCP ) : GPACKET, NETX, OCK, OPCOM, REDTONE
Malaysia’s Finance Minister, Lim Guan Eng, had shared that the National Fiberisation and Connectivity Plan (NFCP) will require an investment of RM21.6 billion between 2019 to 2023. The NFCP is an initiative led by the Ministry of Communications and Multimedia to improve broadband quality and coverage, reduce broadband price, enable internet access for all and to expand fibre networks.
According to the Finance Minister, a large portion of the investment will be funded by MCMC’s Universal Service Provision (USP) fund. He added that the plan will further improve internet speed in Malaysia and to make our economy ready for the implementation of 5G.
He also mentioned that to support the digitalisation of the economy and wider adoption of Industry 4.0 technology, the government will be preparing to spend RM4.2 billion to provide high-speed fibre optic connectivity to schools and selected industrial zones.
The NFCP aims to achieve an average speed of 30Mbps in 98% of populated areas by 2023 and 100% availability of 500Mbps connectivity for premises in State Capital and selected high impact areas by 2021. It also targets 20% availability for premises in sub-urban and rural areas to get faster speeds up to 500Mbps by 2022. During the Budget 2019 announcement, the Government had allocated RM1 billion for the NFCP.
Everything you need to know about the National Fiberisation and Connectivity Plan
Earlier this year, the National Fiberisation and Connectivity Plan (NFCP) was proposed by the Ministry of Communications and Multimedia, with the Cabinet approving the plan to improve nationwide connectivity. And it won’t come cheap, with Finance Minister Lim Guan Eng revealing that the NFCP will require an investment of RM21.6 billion over 5 years (2019-2023). Between RM10 billion to RM11 billion will be provisioned from the Universal Service Provision (USP) Fund, and the rest will be funded commercially.
The 5-year plan is being launched today by Deputy Prime Minister YAB Dato’ Seri Dr. Wan Azizah Dr. Wan Ismail. So what does the implementation of the plan mean to Malaysian users? Here’s a breakdown of what you need to know.
What is the NFCP?
The NFCP is the Malaysian Government’s strategic effort to improve the country’s economic competitiveness through connectivity, while preparing the nation for the Industrial Revolution 4.0. Essentially, the NFCP seeks to “bridge the digital divide” between the rural and urban areas in Malaysia—aiming to provide more equal opportunities for citizens.
Communications and Multimedia Minister, Gobind Singh, explained that the NFCP focuses on fibre networks to enable greater digital connectivity. That said, alternative technologies such as wireless networks and satellite technology will be deployed whenever conducive.
There are 7 main targets when it comes to the NFCP.
To have an entry-level fixed broadband package at 1% of the Gross National Income (GNI) by 2020.
To have Gigabits (Gbps) availability in selected industrial areas by 2020, and all state capitals by 2023.
100% availability for premises in state capitals and selected high impact areas—with a minimum speed of 500Mbps.
20% availability for premises in sub-urban and rural areas with up to 500Mbps by 2022.
For fibre networks to cover 70% of schools, hospitals, libraries, police stations, and post offices by 2022.
Average speeds of 30Mbps in 98% of populated areas by 2023.
To improve mobile coverage along the Pan Borneo Highway (upon completion).
Interestingly, MCMC Chairman Al-Ishsal Ishak said that the plan will also create 20,000 jobs, with opportunities spread across the construction, operation, and maintenance of the digital infrastructure. This, of course, comes with the continued development of the digital economy in Malaysia.
The NFCP also focuses on implementing policies and projects: policies that will improve the speed, and reduce the costs of infrastructure deployment at state level, and projects that will deploy more fibre optic networks, mobile communications transmitters, submarine cables, and satellite services.
According to the MCMC, the digital economy as a whole is expected to contribute up to 20% of Malaysia’s Gross Domestic Product (GDP) by 2020, which would be an increase of 1.7% from 2017.
Involved Telco Network Infrastructure Company
Gpacket
Green Packet Bhd is engaged in the business of investment holding, research and development, marketing and distribution of wireless networking and telecommunication products, networking solutions, communication services, and other high technology products and services. The business of the company operates in various segments that include Solution, Broadband Services, Communication Services, and Elimination. The Solution and Broadband service generate maximum revenue for the company. Geographically the company exports its services to the United States of America, Taiwan, Hong Kong, Bahrain, and Singapore.
Netx
Netx Holdings Bhd is principally involved in the investment holding, research and development of software, system design, integration and installation and provision of information technology services. The core business segments of the company comprise of the followings: Electronic Payment Services and Payment Services segment. Electronic Payment Services segment is involved in the terminal and other related services. Non-electronic Payment Services segment is involved in the provision of turnkey solutions on the network infrastructure, security management, research and development of software, system design, integration and installation and provision of IT services. The company operates principally in Malaysia.
NOTE: NETX HAS BEEN AWARDED DIGITAL INFRAR JOB BY TELEKOM FOR YEAR 2011
OTHERS AWARD OF CONTRACT
ARIANTEC GLOBAL BERHAD
Type
Announcement
Subject
OTHERS
Description
AWARD OF CONTRACT
1.0INTRODUCTION
The Board of Directors of Ariantec Global Berhad ("AGB" or "the Company") is pleased to announce that its wholly owned subsidiary, Ariantec Sdn. Bhd. (“Ariantec”) has secured a contract from Niagara Technologies International Sdn Bhd, a system integrator in respect of sub-contract work of Supply, Delivery, Installation, Testing, Commissioning and Maintenance of Bandwidth Management Equipments for Telekom Malaysia Bhd.’s group of company (collectively referred as “Contract”) for a contract sum of RM19,758,062.00.
This announcement is dated 6 September 2011.
AFTER THIS RM19.7 MILLIONS JOB AWARD NETX REPORTED 2 QUARTERS OF POSITIVE RESULTS SUBSEQUENTLY
UMMARY OF KEY FINANCIAL INFORMATION 30/09/2011
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2011
30/09/2010
30/09/2011
30/09/2010
$$'000
$$'000
$$'000
$$'000
1
Revenue
11,890
8,112
25,287
26,822
2
Profit/(loss) before tax
135
155
41
2,368
3
Profit/(loss) for the period
193
252
4
2,305
4
Profit/(loss) attributable to ordinary equity holders of the parent
193
252
4
2,305
5
Basic earnings/(loss) per share (Subunit)
0.03
0.04
0.00
0.41
6
Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2011
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2011
31/12/2010
31/12/2011
31/12/2010
$$'000
$$'000
$$'000
$$'000
1
Revenue
10,216
21,796
35,503
48,618
2
Profit/(loss) before tax
351
-6,523
392
-4,160
3
Profit/(loss) for the period
137
-6,711
141
-4,402
4
Profit/(loss) attributable to ordinary equity holders of the parent
141
-6,709
145
-4,400
5
Basic earnings/(loss) per share (Subunit)
0.02
-1.18
0.03
-0.77
6
Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
0.0800
0.0800
AS A RESULT OF THESE 2 QUARTERLY RESULTS NETX SHARE PRICES WENT LIMIT UP AND KENA UMA FROM SC
ARIANTEC GLOBAL BERHAD - UNUSUAL MARKET ACTIVITY
ARIANTEC GLOBAL BERHAD
Type
Reply to query
Reply to Bursa Malaysia's Query Letter - Reference ID
YL-120316-54691
Subject
ARIANTEC GLOBAL BERHAD
- UNUSUAL MARKET ACTIVITY
Description
UNUSUAL MARKET ACTIVITY
Query Letter Contents
We draw your attention to the sharp rise in price and high volume in your
Company's shares today.
In accordance with the Corporate Disclosure Policy on Response To Unusual
Market Activity pursuant to Rule 9.11 of the ACE Market Listing Requirements of
Bursa Malaysia Securities Berhad (“Bursa Securities LR”), you are requested to
furnish Bursa Malaysia Securities Berhad (“Bursa Securities”) with an
announcement for public release after making due enquiry with your directors
and major shareholders seeking the cause of the unusual market activity in the
Company’s shares.
In this respect, you are also required to publicly confirm, amongst others, the
following:-
1. whether there is any corporate development relating to your Group’s
business and affairs that has not been previously announced that may account
for the unusual market activity including those in the stage of
negotiation/discussion. If yes, kindly provide the details including status of
the corporate development to enable investors to make informed investment
decision;
2. whether there is any rumour or report concerning the business and affairs of
the Group that may account for the unusual market activity and in this respect,
you are required to comply with Rules 9.09 and 9.10 of Bursa Securities LR;
3. whether you are aware of any other possible explanation to account for the
unusual market activity; and
4. your compliance with the Bursa Securities LR, in particular Rule 9.03 of the
Bursa Securities LR on immediate disclosure obligations.
Please note that the contents of the announcement must be endorsed by the Board
of Directors of the Company and the announcement must reach Bursa Securities
immediately via Bursa LINK.
Yours faithfully
TAN YEW ENG
Head, Issuers
Listing Division
Regulation
ARIANTEC WAS LATER TAKEN OVER BY ASIABIO AND RENAMED AS NETX
IF ONLY RM19.7 MILLIONS JOB AWARD FROM TELEKOM COULD RESULT IN LIMIT UP THEN HOW MUCH WILL BE THE COMING JOB AWARD?
NETX JOBS WAS GIVEN AFTER TELEKOM AWARDED RM359 MILLIONS FIBER OPTIC CABLES PURCHASE
NOW TELEKOM GOING TO HAVE RM10.8 BILLIONS FOR FIBERISATION - HOW MUCH WILL NETX GET?
OCK
OCK Group Bhd provides telecommunications network services. The company is engaged in the provision of telecommunication services equipped with the ability to provide full turnkey services. It provides comprehensive services to all six segments of the telecommunication network services market: network planning, design and optimization, network deployment, network operations and maintenance, energy management, infrastructure management, and other professional services. The company also trades in telecommunication hardware and installation of materials such as antennas, feeder cables, and connectors.
Opcom
Opcom Holdings Bhd is a Malaysian based investment holding company engaged in the manufacturing of fiber optic cables and cable-related products. The business activity of the group is functioned through Manufacturing, Trading and Engineering Services, and Other Operations segments. All the operations are functioned through Malaysia and it derives the majority of revenue from Manufacturing segment which includes fiber optic cables, systems, accessories and thixotropic gel. The company also provides management related services. In addition, the firm is also involved in trading of cable filing, flooding compounds and industrial products, and provision of engineering services.
OF ALL 5 CALVIN HAS PICKED OPCOM AS THE TOP BUY
TOP PERFORMING STOCK FOR OGSE IS DAYANG & THE TOP PERFORMING DIGITAL ECONOMY STOCK WILL GO TO OPCOM
Opcom
Opcom Holdings Bhd is a Malaysian based investment holding company engaged in the manufacturing of fiber optic cables and cable-related products.
IT SAYS, MANUFACTURING OF FIBER OPTIC CABLES
The business activity of the group is functioned through Manufacturing
READ AGAIN
it derives the majority of revenue fromManufacturing segment which includes fiber optic cables,
NOTICE OPCOM MENTIONED 3 TIMES THE WORD "MANUFACTURING"
SO IT IS CLEARLY STATED WITH NO UNCERTAIN TERMS THAT OPCOM IS THE SOLE MANUFACTURER OF FIBER OPTIC CABLES AMONG THE 5
AFTER RM359 MILLIONS FIBER OPTIC SALES TO TELEKOM OPCOM DECLARED A TOTAL 35 SEN SPECIAL AND USUAL DIVIDENDS FOR YEAR 2011/2
THIS ROUND TELEKOM'S NFCP SHARE IS RM10.8 BILLIONS. HOW MUCH OPTIC FIBERS WILL TELEKOM BE ORDERING FROM OPCOM THIS ROUND.
PLUS ALL OTHER TELCOS WILL LINE UP AT OPCOM FACTORY IN SHAH ALAM TO PLACE ORDERS?
REDtone
REDtone International Bhd is a digital infrastructure and services provider that offers services under three categories that are Telecommunications Services which offers data and voice services to government, enterprises, and small and medium enterprises (SMEs), Managed Telecommunications Network Services (MTNS) which includes building, maintaining and operating large scale WiFi hotspots, radio access network (RAN) infrastructure and fibre optic infrastructure, and Industry Digital Services (IDS) which includes data centre services, internet of things (IoT) services, cloud services and applications, and healthcare solutions to enterprises, government and the healthcare industry. The company’s Telecom services generate maximum revenue for the company.
calvintaneng Why people are selling Opcom below 70 sen even though prospect now very good ahead?
THE answer can be found in dayang
When Dayang was only 68 sen people were also also selling
Why did people sold down Dayang then?
1. Many who bought Dayang at 50 sen thought 68 sen already got 30% profit so they sell. If only they could see further that Dayang after touching 68 sen can still go up by another Rm1. 00 to Rm1. 68
But because they have no clue they sold. Now those who sold Dayang what did they do with the money? Did they gone to buy Utusan? In that case they have sold gold mine in exchange for a landmine
2. So just like people selling Dayang there are those who sell Opcom for a few sen profit
This is wrong as Opcom will now go up just like Dayang did.
Opcom is the Pearl of Great price
Can only sell other shares but not Opcom 01/10/2019 11:24 AM
apanama hahaahh..40sen.. 01/10/2019 12:35 PM X calvintaneng HAHAHA should add rm1.00 IN FRONT LAH
Mr Calvin Tan, about OGSEs & OGSE subcontractor share in 2020 are not good as in 2019 ? T7, velesto, AZRB will not perform good in 2020? from now is better focus on NFCP stocks? TQ
If only more people ask such intelligent question like you I shall be happy to answer
2nd tier OGSE supporting companies like Velesto, T7 global and Azrb should be next in line to get more jobs by right.
So far not yet announced. So just wait and see. Is Petronas watching Brent crude prices and still hesitating ? That we not sure. But Petronas still got more than Rm15 billions assigned for upstream jobs but not yet given.
As for NFCP it will now overshadow O&G bull slowly as we move nearer Oct 11 All the Big Guns of PH Govt are aligned to Tun Dr M vision of Nationwide Fiberisation
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
Petronas upstream jobs
Rm30 Billions - A dozen or more players
Govt NFCP Fiberisation jobs
Rm21.6 Billions - Only 5 main players
So the Pie for IT players is Huge!
If oil and gas bull run made so much for so many
How much more will Digital Economy stock bull run reward it's early participants?
2019-10-01 01:37