THE INVESTMENT APPROACH OF CALVIN TAN
NFCP (NATIONWIDE FIBERISATION CONNECTIVITY PROGRAM) COMING IN WAVE AFTER WAVE, Calvin Tan Research
calvintaneng
Publish date: Tue, 10 Dec 2019, 01:44 PM
calvintaneng
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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,
From the Vantage point of Singapore I can see the Blue Print of Malaysia's NFCP FIBERISATION THRUST
Almost daily there is some news coming out regarding Malaysia's Fiberisation Thrust
AN THESE COME WAVES AFTER WAVES
See the latest
The states to be involved are Johor, Kedah, Kelantan, Negri Sembilan, Pahang, Perak, Terengganu and Sabah
by ASILA JALIL/ pic by MUHD AMIN NAHARUL
THE first phase for the National Fiberisation and Connectivity Plan (NFCP) will be awarded to successful licensees next month, involving 153 locations in eight states.
The states to be involved in this phase are Johor, Kedah, Kelantan, Negri Sembilan, Pahang, Perak, Terengganu and Sabah.
Communications and Multimedia Minister Gobind Singh Deo said various discussions were held between industry players and the government regarding wide expansion of the infrastructure in a short time and at a low cost.
He also applauded the cooperation given by state governments and local authorities to expedite relevant approval process at the state level for NFCP-related initiatives, including fee reduction.
“Another success we can see from the NFCP is the cooperation given by all state governments. Previously, it would take a long time to receive approvals for the development of infrastructure at state levels and those initiatives came at a high cost as well.
“We have overcome the challenges following discussions between the Malaysian Communications and Multimedia Commission (MCMC) and state governments, and we have received approval in a short time which is a move that will greatly benefit us,” he told a press conference at MCMC office in Cyberjaya yesterday.
The selected licensees for NFCP 1 are required to instal network facilities and deploy network services for the provisioning of public cellular services using 3G and 4G technologies with an average speed of 30Mbps.
Meanwhile, MCMC has issued the request for proposal for NFCP 2 on Nov 15 and the licensees will have to submit their bids by March 31 next year.
The second phase of the plan involves 500 locations comprising 210 mukim in 10 states namely Johor, Kedah, Kelantan, Melaka, Negri Sembilan, Pahang, Perak, Terengganu, Sabah and Sarawak.
MCMC chairman Al-Ishsal Ishak said industry players have agreed to collaborate in relation to infrastructure sharing and coordinate their planning to reduce the service cost that would eventually benefit the customers.
“We are starting with the lowest hanging fruit which is mobile towers for communications. NFCP 1 comprises 153 locations and NFCP 2 has approximately 500 locations across the country and most importantly in underserved areas.
“NFCP aims to ensure that 98% of populated areas in Malaysia achieve 30 Mbps on average,” he said.
Among the areas covered in other phases of NFCP are fibre optics, installations and satellite coverage, among others, said Al-Ishsal.
The NFCP is projected to cost RM21.6 billion over five years and involves the development of various infrastructure projects nationwide. It is aimed at widening the coverage of high-quality and high-speed broadband Internet nationally, while also ensuring affordable services.
The project will be equally funded by the Universal Service Provision fund and telecommunication companies operating in Malaysia.
Some highlights:
1) NOW WE SEE NFCP ROLL OUT IN TWO PHASES (NFCP 1 & NFCP2)
2) NFCP PHASE 1 JOB DESIGNATION
selected licensees for NFCP 1 are required to instal network facilities and deploy network services for the provisioning of public cellular services using 3G and 4G technologies with an average speed of 30Mbps.
starting with the lowest hanging fruit which is mobile towers for communications. NFCP 1 comprises 153 locations
3) NFCP PHASE 2
Meanwhile, MCMC has issued the request for proposal for NFCP 2 on Nov 15 and the licensees will have to submit their bids by March 31 next year.
The second phase of the plan involves 500 locations comprising 210 mukim in 10 states namely Johor, Kedah, Kelantan, Melaka, Negri Sembilan, Pahang, Perak, Terengganu, Sabah and Sarawak.
NFCP 2 has approximately 500 locations across the country and most importantly in underserved areas.
4) THE INTENT OF NFCP IS TO BRING FIBER OPTIC CONNECTION TO 98% OF ENTIRE MALAYSIA
“NFCP aims to ensure that 98% of populated areas in Malaysia achieve 30 Mbps on average,” he said.
The NFCP is projected to cost RM21.6 billion over five years and involves the development of various infrastructure projects nationwide. It is aimed at widening the coverage of high-quality and high-speed broadband Internet nationally, while also ensuring affordable services.
5) THESE ARE THE SPECIFIC JOBS DESCRIPTION
Among the areas covered in other phases of NFCP are fibre optics, installations and satellite coverage, among others, said Al-Ishsal.
Let's do a break down:
A) Among the areas covered in other phases of NFCP are fibre optics
YES! FIBER OPTICS STAND OUT
Now Opcom has claimed to be the Major Player in Fiber Optic Manufacturing
See
Business Background
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.
What are the impediments
Telekom has used cheaper imports from China which are of inferior quality. Calvin experienced twice in Johor Lan Game Shop when entire set of 80 to 100 computers were left idle because Telekom fiber connection broke down
So Telekom should avoid using cheap inferior optic fibers from China. Chose only high quality fiber optic cables from Opcom
B) installations
These are some players: Netx, Redtone, Sacofa (Cmsb) & others
See Netx
COMPANY BACKGROUND
NetX Holdings Berhad is a technology public listed company on Bursa’s ACE market. Founded in 2000, NetX started off dealing primarily in the supply of network equipment and infrastructure. Fast forward to today, the company now pioneers the advancement of disruptive technologies through its subsidiaries in various industries: digital platforms, e-commerce and IT infrastructure among others. In line with the company’s strategy and vision in rethinking possibilities, NetX focuses on existing innovative technologies by making it better with the goal of challenging the markets they operate in. NetX is based on two key business pillars that are strategically operated through its subsidiaries: Ariantec, a network equipment and infrastructure specialist; and PayAllZ, a payment solutions company which was acquired in 2015 as part of its growth strategy. NetX firmly believes in its philosophy of finding new and better ways of doing things through technology. Its businesses are geared toward redefining and challenging established and conventional practices that bring value to the betterment of whole societies.
REDTONE
Business Background
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.
C) SACOFA (CMSB)
SACOFA SDN BHD (552905-P) is the leading telecommunication infrastructure provider in Sarawak.
To facilitate SACOFA in achieving its objectives, the State Government granted the Company with the exclusive right to construct, own and manage the communication infrastructure on the concept of sharing basis.
SACOFA SDN BHD (552905-P) is a "one-stop centre" providing telecommunication infrastructure to service providers in Sarawak. Incorporated on 11 July 2001 under the Company Act, 1965, SACOFA's primary objectives are to build and expand the provision of telecommunication network infrastructures throughout Sarawak.
Latest is the entire length of Pan Borneo Highway will be under Sacofa for Fiber Optic Towers
THIS IS ONLY THE BEGINNING OF A 5 YEAR MARATHON BUILDING PROCESS FOR FIBER NETWORK REACH TO ALL OF MALAYSIA
Best Regards
Calvin Tan Research
Please buy or sell after doing your own due diligence
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Discussions
3 people like this. Showing 18 of 18 comments
Total for Nfcp is Rm50. 3 billions
THE breakdown
1. Rm10. 8 billions will come thru Telekom award for fiber purchase and installers
2. Rm10. 8 billions will come thru other telcos
3. Rm28. 7 billions will come thru Govt for USP
Total is Rm50. 3 billions for next 5 years
So expect digital upstream stocks to go hand in hand & side by side running in the bull run time for
2019
2020
2021
2022
2023
Don't simply sell for small profits
Keep holding firmly as long as you can for maximum upside
Kindest regards
Calvin
Singapore
Internet is the 4th Industrial Revolution
Calvin's home in Spore has 2 very high speed lines
Singtel
Starhub
Twice or thrice the speed in Malaysia
2019-12-10 14:35
"The big money is not in the buying and the selling, but in the waiting."
Charlie Munger quotes.
NFCP IS A 5 YEAR BULL RUN
2019-12-10 19:36
Red Tulip Thanks for sharing, Calvin.
10/12/2019 7:45 PM
You are welcome Red Tulip
These are some great books to read
1) THE INTELLIGENT INVESTOR By Ben Graham
2) ON UP ON WALL STREET
3) BEATING THE STREET
No. 2 & 3 by Peter Lynch
2019-12-10 19:57
Sifu Calvin, would you recommend downstream companies that would benefit NFCP1 & NFCP2 ? TQ
2019-12-11 06:44
Thanks for your book recommendations, Calvin. Will head on to Big Bad Wolf this weekend to see if they have any of these books.
2019-12-11 08:47
morning netxizens….. yes NFCP is coming in waves...but and really butt....these kompanies are all in the dark.
2019-12-11 08:50
Posted by Gem Seeker > Dec 10, 2019 8:44 PM | Report Abuse
Thanks for the summaries Calvin.
You deserve a thumb up
BIG THANK YOU FROM CALVIN
2019-12-11 11:05
Posted by Ckk2266 > Dec 11, 2019 6:44 AM | Report Abuse
Sifu Calvin, would you recommend downstream companies that would benefit NFCP1 & NFCP2 ? TQ
THERE ARE MORE THAN 30 DOWNSTREAM
Too many to list here
All Telcos are downstream
TM, DIGI, MAXIS, UMOBILE, CELCOM & OTHERS USER OF FIBER FOR BUSINESS
All Paper packaging companies due to rise of E-Commerce
Muda, Master pack, PPHB & Ornapaper
BUT THESE ONES ALREADY RUN UP TOO HIGH TO CHASE NOW
All logistics depending on delivery of goods to last mile
Complete logistic, GDExpress, POS, Century Logistic, Tiong Nam
All Computer products manufacturer & sales
VSTec (See Calvin post ) And many others
Many many more like Dnex, Omesti, Netx (Netx into Downstream E-Pay & Block chain)
2019-12-11 11:13
Stage No. 1. PermaFrost
Snow that is frozen for 2 or more years are called permafrost
perma - as in perma-nent
frost - be freezed over
This is the stage of a really dead stock that no research house will bother. Not a single soul is interested. The exception must be the only one in ten thousand who dare to buy any.
Stage No. 2. Thawing
Frozen Solid Ice starts to thaw or soften a little
A very slight passing glance by some value investors or deep value hunters. Only the very brave who SEE VALUE Will dare to buy some.
Stage No. 3 ICE Now Turning to Cold Water.
Some brave souls dare to venture in. Of course it's cold. Every where people pour scorn and cold water on the stock. Very few pay any attention. Remarks are usually negative. From Remisiers, fund managers, one and all. Same conclusion - the stock is not in their investment radar. So most reject it..
Stage 4. Cold Water no longer cold. It is now at room temperature.
Ha! there is a little attention paid by value investor. For the rest it is neither cold nor hot. So lukewarm response. No longer negative like before. But not positive either. A few hopeful investor starts to accumulate.
Stage 5 Water starts to boil
Ha! the heat or fire cause the water to stir a little now. There is warm and movement.
Company reports a good quarter. Or some great contract awarded - real or assumed. Some by merger news. Some favourable factors due to ringgit crash and strong US Dollar translating into higher profits. Or cheap oil benefiting rubber glove, logistic stock like transport or airline. There is now a stir in the stock.
Newspapers, analysts, experts, punters and all are paying attention now. More people talk about it in internet forum and even the media reports it.
Buyers are coming in and there is a great stir at last. Things are now coming alive. Prices moving upward. Many are making monies.
Stage 6. Boiling Water Turning Very Hot in the kettle. The water now churning in violent waves in the pot or kettle with steaming hot movements.
At long last the stock is very hot. Post after post by i3 forum member. All are universally drawn and sucked in. Like insects flying into bornfire at night there is a red hot wild attraction. As more people telling how they made killings in the stock market even more and more people are drawn into the red hot hot stock.
Those who made money early are now piling more and more monies into the red hot stock. Some even go into margin account to buy more.
Prices leap up to the cheers of all and sundry. Everyone is so happy. Happy in a sure winner. Emotion is now flying high. Any opposing view is slammed down in a frenzy. Reason is now overtaken by exuberance.
Stage No. 7. Hot Steam Rises Up The Sky As Hot Air To Form Cloud
All are now in cloud nine. Naysayers are condemned and proven wrong. The sky is the limit for the price. Can now fly to the moon or mars. More monies piled in. More suckers drawn in by greed.
This is the happiest time for all. But throwing all caution to the wind this is also now the most dangerous time to hold or buy more.
In Bursa every day the hot stock is traded in top 10 volumes
In internet forum this is the stock conversation revolves around day and night. Media reports it and tell why it should go even higher. Experts suddenly appear to tell you this time is different. The sky is the limit. Or the sky is not limit. It should fly to outer space.
THE ABOVE WILL BE A BLU PRINT FOR ALL CYCLICAL & TURNAROUND STOCKS
NETX & OPCOM ARE NOW GOING IN UP CYCLE
BEST IS TO ENTER AT STAGE ONE TO THREE (NETX AT 1 SEN TO 2 SEN)
AT STAGE FOUR NETX WILL BE 2.5 SEN TO 3 SEN
AT STAGE FIVE NETX WILL REACH 4 SEN TO 5 SEN
STAGE SIX IS WHEN 3iii, JChew, Wongws, fireball, cat lim, 500bilis & others leave in shame and confusion. NETX NOW REACHED 6 SEN TO 8 SEN
STAGE SEVEN
ALL NEWSPAPERS, ALL EXPERTS, ALL SUPER SUPER GURU & INVESTORS HAVE APPEARED & TELL YOU HOW CLEVER THEY PICKED THESE NFCP STOCKS CHUN CHUN
AND THE SKY IS THE LIMIT
NETX SHOT PAST 15 SEN TO 30 SEN!!
BULL MARKET ENDS IN A FINAL NUCLEAR BLAST
NETX ZOOOOOOOOOM TO 50 SEN AND REACHING RM1.00 SOON?
By then Calvin and friends are out
FOR NOW JUST BUY UP ALL CHEAP CHEAP NETX SHARES
WE ARE STILL AT PERMA FROST STAGE
Regards
Calvin
2019-12-12 11:52
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Telekom also tendering out fiber optic jobs since Nov 1
Results will be out in Jan 2020
Nfcp phase 1 will roll out in Jan 2020 as well
Nfcp phase 2 will come by March 2020
2019-12-10 14:27