THE INVESTMENT APPROACH OF CALVIN TAN
AFTER NFCP1 WILL COME TELEKOM TENDER JOB AWARDS. SO NFCP BULL RUN IS INTACT, Calvin Tan Research
calvintaneng
Publish date: Tue, 18 Feb 2020, 07:04 PM
calvintaneng
0 1,844
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
Today all 5 NFCP Stocks = Binacom, Redtone, Opcom, Netx & CMSB closed down
Profit taking in Binacom plus Public Bank Research also gave a downgrade caused selling
Calvin thinks this is a good opportunity to accumulate on weakness
Public Bank also downgraded Uzma last round when Calvin bought at 55 sen. Uzma later up 100% to Rm1.10
Public Bank failed to notice the OGSE Bull run of Dayang, Carimin, Penergy & Uzma last year
This year it again failed to notice NFCP Bull run
Is it because Tan Sri Teh Hoong Peow retired that Public Bank has lost its way? No wonder that its share price also going down and down?
Better wake up then dear analysts of Public Bank
Ok coming back to NFCP
The NFCP 1 Job awarded was Rm290 Millions
Only less than 1% of Total Rm50.3 BILLIONS FOR FIBERISATION
This is not even a tip of the iceberg
THE TOP OF THE ICEBERG AS WE KNOW IS 1/7. 6/7 IS UNDER WATER
SEE ICE BERG
SO RM290 MILLION NFCP1 JOB AWARD ONLY A VERY SMALL PORTION
CALVIN SEES THE COMPLETE PICTURE (A WHOLE LOT MORE IS COMING)
AFTER NFCP1 THERE WILL BE NFCP2 TO NFCP7 AND MORE (TOTAL RM28.7 BILLIONS)
FROM TELEKOM = RM10.8 BILLIONS
ALL TELCOS = RM10.8 BILLIONS
TOTAL = RM50.3 BILLIONS
SO KEEP HOLDING NFCP BULL STOCKS AS PRICES EXPECT TO RUN UP TO MULTI YEAR HIGHS
NOW LOOK AT TELEKOM TENDER
NOTE: WEBE DIGITAL IS TELEKOM UNIFI
AS YOU CAN SEE FROM THE LAST 4 MONTHS TELEKOM HAS BEEN TENDERING OUT JOB AWARDS AFTER JOB AWARDS
BY END FEBRUARY OR MARCH 2020 WE WILL SEE TELEKOM ANNOUNCEMENTS FOR MORE JOBS FOR BINACOM, REDTONE, OPCOM, NETX AND SACOFA (CMSB)
OPCOM IS A JV PARTNER WITH ERICSSON
SINCE IT IS RUMOURED THAT HUAWEI NOT IN TELEKOM TENDER MOST JOB AWARDS WILL GO TO OPCOM
REDTONE DERIVES MOST OF ITS INCOME FROM TELEKOM
REDTONE IS SPECIALIST FOR RAN (RADIO NETWORK FOR RURAL MALAYSIA)
CMSB SACOFA IS SARAWAK
NETX IS THE NETWORK INFRAR SPECIALIST
ACCORDING TO MCMC GOBIND SINGH DEO 20,000 SKILLED WORKERS ARE NEEDED FOR NFCP\\
RIGHT NOW ALL 5 ENTITIES COMBINED WORKFORCE NOT EVEN 50%
SINCE THE PIE IS SO HUGE ALL NFCP UPSTREAM PLAYERS WILL GET JOB AWARDS = EITHER DIRECTLY OR INDIRECTLY AS SUB CON
SO STAY INVESTED WHILE TRADERS GO IN AND OUT
JUST BUY A BASKET OF ALL AND HOLD THEM VERY TIGHTLY FOR MAXIMUM UPSIDE IN THIS ONCE IN A LIFE TIME DIGITAL BULL RUN TIME FOR DIGITAL UPSTREAM FIBER PLAYERS
BEST REGARDS
Calvin Tan Research
Singapore
Please buy or sell after doing your own due diligence
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Discussions
4 people like this. Showing 15 of 15 comments
Hahahaha
Iceberg is an illustration to show how little Nfcp1 job awarded at Rm290 millions in comparison to the whole Rm50.3 Billions for total fiberisation
Illustrations are like someone sitting in a dark room unable to see all the objects inside
So we pull back the curtain to let the sunshine in
Once they see all the hidden treasures in the room brought to light they will know how valuable things are around them
So now that People can "See" Nfcp Rm50.3 Billions as colossal as a submerged iceberg they will start treasure Netx, binacom, redtone, Opcom and Sacofa(cmsb)
They won't simply trade these treasures for small profits but hold out for much much higher expected prices
2020-02-18 22:22
Calvin post ?
Calvin posted buy naim at 52 sen when Dayang was 68 sen
Only sorchai sold naim at 52 sen and greater sorchai sold dayang at 68 sen
So when Calvin gives out buy call better check carefully
If prices are cheap and potential yet ahead just buy
2020-02-18 22:25
Posted by Noideatoo > Feb 18, 2020 10:52 PM | Report Abuse
how life in HDB flat today? (sarcastic grin)
====
U GOT HOUSE?
2020-02-18 23:02
Posted by johnny cash > Feb 18, 2020 11:01 PM | Report Abuse
Thanks calvin for write up
ALL IN?
2020-02-18 23:05
Jesus Christ reckoning is coming. You still selling Netx Satan ?
Free Esos today being realized into ringgit Malaysia. Insiders won't pay u a dime.
2020-02-18 23:06
Jesus Christ reckoning is coming. You still selling ROTI?
PHD -PERN HEAD DAMGED CHEOKY
2020-02-18 23:11
osted by cheoky > Feb 18, 2020 11:06 PM | Report Abuse
Jesus Christ reckoning is coming. You still selling Netx Satan ?
-small fry talk nonsense..lamsap
2020-02-18 23:11
Sell Call ??? yaya when the price go up 100% ~ 500 % or more!
Sifu Calvin will ask for sell call!
sudah faham, Trouble Huat!
kalau you selalu buat masaalh sendiri , mana boleh Huat!
so Think positive, look beyond every thing first, than only boleh Huat mah!
>>>>>>>>>>>>>>>
Posted by Trouble Huat > Feb 18, 2020 10:22 PM | Report Abuse
whenever calvintaneng post, which mean sell call
2020-02-19 08:24
LAST TIME NAJIB TOTALLY NEGLECTED OPCOM BECAUSE DATUK MUKHRIZ OPPOSED HIM
HE GAVE JOB TO GKENT HIS GOLF BUDDY
SO GKENT PROSPERED WHILE OPCOM LANGUISHED
THIS IS VERY UNFAIR
NOW GOVT SHOULD GO AFTER GKENT TO RECOVER THE SIPHONED MONEY
OPPOSITION SHOULD REALISED HOW BADLY OPCOM PERFORMED FOR MANY YEARS DUE TO OPPRESSION BY NAJIB GOVT
NOW MUST LET OPCOM PROSPER
THIS IS ONLY JUST BECAUSE IF MALAYSIA GOT RM50.3 BILLLIONS FOR FIBERISATION AND OPCOM BEING THE LARGEST OPTIC FIBER MANUFACTURER SHOULD BY RIGHT BENEFIT
WHY LET OTHERS PROSPER & LET MALAYSIAN HOME GROWN OPCOM SUFFER?
OPPOSITION ARE BLINDED BY JEALOUSY
NEVER THINK OF MALAYSIAN OWN WORKERS
BETTER WAKE UP
INVEST IN OPCOM
SUPPORT OPCOM
SUPPORT MALAYSIA!!
YES!!!!!!
2020-02-25 10:06
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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....
enigmatic ¯\_(ツ)_/¯
LOL, using iceberg as analogy.
Wait til' you hit the iceberg and sink like TITANIC.
2020-02-18 22:11