https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/203386.jsp

 

AND THAT WAS CHUN CHUN. From May Till September 2019 KLSE was in a doldrum

Calvin just muddle along those weary months.

Now in October 11th the Budget Speech on the DIGITAL ECONOMY Brought renewed energy again. The tail end of the OGSE BUll Run also gave some impetus as well. Calvin thinks T7 Global & Destini belated bull run time has also started

 

BUT NOW IS THE TIME TO BUY!

 

 

 

Now these are some reasons why Bursa will see heightened activity for year 2020

 

1) RM21.6 BILLIONS FOR NFCP FIBERISATION THRUST (RM50.3 BILLIONS LATEST)

Just like the 1st Half of 2019 witnessing the Strong Bull run of OGSE Stocks like Carimin, Naim, Dayang, Penergy & Others

Next year will see the Bull Run time in Fiberisation Bull Theme

THE THEME PLAY FOR YEAR 2020 WILL TRANSIT FROM OGSE TO NFCP Stocks in earnest

Time to buy is now. These are Calvin’s picks = Netx, Opcom & Redtone & Sacofa of CMSB (New addition) Will explain in another post

 

2) EASING TRADE WAR BETWEEN CHINA & USA Due to Donald Trump 2nd Term Election

Time is running out for Donald Trumph. He needs time to prepare for his 2020 Election Campaign. So the trade war must end or at least be supressed

This will be good for trade and better sentiment. When fears subside people will start investing again

 

3) FED HAS REDUCED INTEREST RATE 3X (TIMES)

Another name is QE (Quantitive Easing) First sign is the weakening of gold prices. And Monies go back into equities & Funds. As a progressive trend – they will flow back into emerging markets like Malaysia

 

4) MALAYSIA, TOO WILL SEE BETTER TIMES DUE TO

 

A) BRENT CRUDE OVER USD60 PER BARREL. PETRONAS WILL CONTINUE TO FILL GOVT COFFERS FOR NEEDED SPENDING. GOOD JOBS IN OIL & GAS WILL HELP OVERALL ECONOMY

B) RISE OF CPO PRICE TO RM3.000 PER TON BODES WELL FOR MALAYSIA. FELDA, FELCRA, ALL OVER MALAYSIA – PLANTATION OWNERS WILL DO BETTER

Trump asked China to buy up Soybean to help the Farm Belt because these ones voted hgim into power. As soy bean prices rebounded it lifted up Cpo & help Malaysia as well.  

 

C) VISIT MALAYSIA YEAR (VMY2020) PLUS REDUCTION OF PROPERTY PURCHASE TO RM600K BARRIER SPUR FOREIGN MONEY BACK INTO MALAYSIA REAL ESTATES

D) DOUBLE DOSE OF SPENDING FOR INFRAR & FIBERISATION. Finance Minister Lim Guan Eng said thie Year’s Funding was delayed due to slow disburstment of Cash. He makes sure for year 2020 allocation will be implemented speedily without delay

SO TWO YEARS SPENDING IN ONE WILL GIVE ADDED OOOOMMMPH!

Not forgeting ECRL, BANDAR MALAYSIA, PAN BORNEO HIGHWAY & OTHERS

 

5) BANK NEGARA WILL MOST PROBABLY FOLLOW OTHERS TO REDUCE INTEREST SOONER OR LATER

AGAIN CASH WILL POUR INTO EQUITIES

 

SO WHAT ARE YOU WAITING FOR?

IDLE CASH IN THE BANK IS ALSO AN INVESTMENT

AT 3% BANK FD THE P/E IS 33. IT WILL TAKE 33 YEARS TO DOUBLE YOUR MONEY. IF NOT INFLATION WILL ERODE ITS VALUE. SO SEEK OUT THE BEST VALUE STOCKS AND INVEST CAREFULLY

 

BEST REGARDS

Calvin Tan Research

Singapore

 

Please buy/sell after doing your own due diligence

 

AND THESE STOCKS WILL BENEFIT FROM RM50.3 BILLIONS FOR NATIONWIDE FIBERISATION THRUST

 

OPCOM = MAJOR FIBER OPTIC MANUFACTURER ALSO JV PARTNER WITH ERICSSON

NETX = NETWORK INFRAR SPECIALIST

REDTONE = ALREADY LISTED AS ONE OF TENDERER FOR NFCP1

SACOFA OF CMSB = ALSO TENDERER OF NFCP1

BINACOM = APPOINTED FIBER OPTIC INSTALLER FOR MAXIS AND ASTRO

 

NO MATTER WHAT HAPPENS OUTSIDE MALAYSIA WON'T AFFECT THE BULL RUN TIME OF THESE STOCKS AS CASH RM10.8 BILLIONS ALREADY GIVEN TO TELEKOM

 

RM10.8 BILLIONS TO OTHER TELCOS

RM28.7 BILLIONS DIRECT FROM MCMC TO USP SERVICE PROVIDERS

AND THESE ARE THEIR SUBMITTED TENDERS

 

BELOW ARE SUBMISSIONS THRU MCMC (IN YELLOW  HIGHLIGHTS: Calvin comments)

 

List of submissions for PI on “Allocation of Spectrum Bands for Mobile Broadband Service in Malaysia” No. Submitting Parties

1. Altel Communication Sdn Bhd

2. Asiaspace Broadband Sdn Bhd

3. Celcom Axiata Berhad

4. Digi Telecommunications Sdn Bhd

5. Fujitsu Telecommunications Asia Sdn Bhd

6. GSM Association (GSMA)

7. Huawei Technologies (Malaysia) Sdn Bhd

8. Joint submission of Telekom Malaysia Berhad and Webe Digital Sdn Bhd  (OPCOM SUPPLIES FIBER OPTIC CABLES TO TELEKOM & NETX HAS WON JOB FOR NETWORK INFRAR FROM TELEKO< BEFORE)

9. Maxis Berhad (BINACOM INSTALLS FIBER FOR MAXIS)

10. Mr. Lee Soon Huat

11. PNMB Payfo Sdn Bhd

12. REDtone Engineering and Network Services Sdn Bhd

13. Sacofa Sdn Bhd (CMSB OWNS 50% OF SACOFA: THE MONOPOLY IN SARAWAK & THE PAN BORNEO HIGHWAY)

14. U Mobile Sdn Bhd (REDTONE PARTNER)

15. YTL Communications Sdn Bhd