THE INVESTMENT APPROACH OF CALVIN TAN

NFCP STILL GOING STRONG AS TELEKOM TENDER CONTINUES, Calvin Tan Research

calvintaneng
Publish date: Sun, 08 Mar 2020, 09:56 PM
calvintaneng
0 1,809
Hi Guys,

I have An Investment Approach I which I would like to all.
Following Message

Hi guys,

While Malaysia is now in uncharted political territory NFCP IS STILL GOING STRONG AS PLANNED

 

See Latest TELEKOM TENDERS

 

NOTE VEY VERY VERY CAREFULLY:

THIS TENDER COMES OUT AFTER PM MUHYIDDIN IS ANNOUNCED AS 8PM

 


Date   Tender Title   Tender Advertisement   Tender Summary
05/03/2020   AMENDMENT: REQUEST FOR PROPOSAL FOR SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, ENGINEERING SERVICES, TRAINING AND MAINTENANCE SUPPORT SERVICES FOR PRECISION TIME PROTOCOL (PTP) SYNCHRONISATION   Eng | BM    
05/03/2020   AMENDMENT: REQUEST FOR PROPOSAL FOR SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, ENGINEERING SERVICES AND TRAINING FOR COMPACT DENSE WAVELENGTH DIVISION MULTIPLEXING (DWDM)   Eng | BM    
03/03/2020   REQUEST FOR PROPOSAL FOR SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISIONING, ENGINEERING SERVICES, TRAINING AND MAINTENANCE SUPPORT SERVICES FOR PRECISION TIME PROTOCOL (PTP) SYNCHRONISATION   Eng | BM   Key Summary
03/03/2020   REQUEST FOR PROPOSAL FOR THE PLAN, DESIGN, SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, PROFESSIONAL SERVICES, TRAINING AND MAINTENANCE SUPPORT SERVICES FOR TM NEXT GENERATION NETWORK   Eng | BM   Key Summary
03/03/2020   REQUEST FOR PROPOSAL FOR SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, ENGINEERING SERVICES AND TRAINING FOR COMPACT DENSE WAVELENGTH DIVISION MULTIPLEXING (DWDM)   Eng | BM   Key Summary
02/03/2020  

AMENDMENT: REQUEST FOR INFORMATION (RFI) ON DESIGNING, DEVELOPING, PLANNING AND DELIVERING STRUCTURED LEADERSHIP PROGRAM FOR TELEKOM MALAYSIA BERHAD (“TM”)

 

NOTE: VERY CAREFULLY: THIS LATEST TENDER IS NOT JUST LOW END FIBER INSTALLATION. THIS REQUIRES HIGHER SKILL ESPECIALLY FROM NETX WHICH IS NETWORK INFRAR SPECIALIST

 

SEE AGAIN ALL PAST TENDERS WHICH WILL SOON BE GIVEN JOB AWARDS

(NO WONDER NETX EMPLOYEES ARE BUYING NETX OPTION SHARES LIKE NO TOMORROW!)

 

 

   Eng  

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

 

Iceberg, Ice, Arctic, I Iceberg, Snow, Climate Change

 
 
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
 
 
Date   Tender Title   Tender Advertisement   Tender Summary
26/11/2019   TENDER FOR THE SUPPLY, DELIVERY AND INSTALLATION OF SINGLE-BAND AND MULTI-BAND ANTENNAS FOR eNodeB (eNB) RADIO ACCESS NETWORK (RAN)   Eng | BM   Key Summary
22/11/2019   REQUEST FOR INFORMATION (RFI) FOR TELEKOM MALAYSIA (TM) NEW RAN AND CORE NETWORK EVOLUTION   Eng    
21/11/2019   TENDER FOR PROPOSED RENOVATION AND ANCILLARY WORKS AT TM IPK SABAH, KOTA KINABALU, SABAH FOR TELEKOM MALAYSIA BERHAD   Eng | BM   Key Summary
18/11/2019   ELECTROMAGNETIC FIELD (EMF) SIMULATION REPORT SERVICE FOR WEBE DIGITAL SDN BHD (571389-H)   Eng    
08/11/2019   REQUEST FOR INFORMATION (RFI) FOR HOME NETWORKING CPE   Eng    
04/11/2019   REQUEST FOR INFORMATION (RFI) FOR TM ENDPOINT DATA SECURITY AND PRODUCTIVITY MANAGEMENT SYSTEM   Eng    
01/11/2019   TENDER FOR THE APPOINTMENT OF BROADBAND FIBERISATION (BBF) PARTNER FOR TELEKOM MALAYSIA BERHAD (“TM”)   Eng | BM   Key Summary
01/11/2019   AMENDMENT TENDER SUMMARY: TENDER FOR SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, WARRANTY AND MAINTENANCE & SUPPORT SERVICES OF SERVERS FOR TELEKOM MALAYSIA BERHAD   Eng | BM   Key Summary

 

Date   Tender Title   Tender Advertisement   Tender Summary
26/12/2019   REQUEST FOR INFORMATION (RFI) ON ENERGY EFFICIENCY SOLUTIONS FOR TELEKOM MALAYSIA BERHAD   Eng    
24/12/2019   AMENDMENT: REQUEST FOR INFORMATION (RFI) FOR ERICSSON DIGITAL DATA NETWORK (DDN) OPERATION AND MAINTENANCE   Eng    
18/12/2019   TENDER FOR THE PLAN, DESIGN, SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, INTEGRATION AND COMPREHENSIVE MAINTENANCE SUPPORT SERVICES OF ENHANCED COPPER TECHNOLOGY AND ITS ELEMENT MANAGEMENT SYSTEM FOR TELEKOM MALAYSIA BERHAD (“TM”)   Eng | BM   Key Summary
18/12/2019   REQUEST FOR INFORMATION (RFI) FOR ERICSSON DIGITAL DATA NETWORK (DDN) OPERATION AND MAINTENANCE   Eng    
16/12/2019   TENDER FOR PROPOSED REFURBISHMENT OF EXISTING STUDENT ACCOMMODATION BUILDINGS IN MULTIMEDIA UNIVERSITY CYBERJAYA FOR UNIVERSITI TELEKOM SDN BHD   Eng | BM   Key Summary
02/12/2019   REQUEST FOR PROPOSAL (RFQ) PROPOSED DEVELOPMENT OF DOUBLE STOREY CLUSTER & SEMI-DETACHED HOUSE AT PTD 210174 ASPIRA GARDENS (PREVIOUSLY KNOWN AS RES 16), GERBANG NUSAJAYA, MUKIM PULAI, JOHOR DARUL TA’ZIM FOR DESIGN, INSTALL, COMMISSION, OPERATE   Eng
 
 
 
 
Date   Tender Title   Tender Advertisement   Tender Summary
31/01/2020   REQUEST FOR INFORMATION (RFI) ON RENTING OF TELEKOM MALAYSIA BERHAD (TM) PROPERTIES AT SABAH   Eng    
30/01/2020   AMENDMENT: REQUEST FOR INFORMATION (RFI) ON ENERGY EFFICIENCY SOLUTIONS FOR TELEKOM MALAYSIA BERHAD   Eng    
30/01/2020   TENDER FOR THE PROPOSED DESIGN, SUPPLY, DELIVERY, INSTALLATION AND MAINTENANCE OF NEW DIESEL ENGINE GENERATOR SET FOR TELEKOM MALAYSIA BERHAD   Eng | BM   Key Summary
30/01/2020   TENDER FOR PROPOSED FABRICATE, SUPPLY, DELIVER AND INSTALL OF LOOSE FURNITURE FOR STUDENT ACCOMMODATION BUILDINGS IN MULTIMEDIA UNIVERSITY CYBERJAYA FOR UNIVERSITI TELEKOM SDN BHD   Eng | BM   Key Summary
29/01/2020   TENDER FOR THE SUPPLY AND DELIVERY OF SAFETY SHOES FOR UNIFORM REQUIREMENT FOR TELEKOM MALAYSIA BERHAD (“TM”)   Eng | BM   Key Summary
21/01/2020   AMENDMENT: TENDER FOR APPOINTMENT OF TM PANEL OF CONTRACTORS FOR TOWER ENGINEERING WORKS IN SABAH FOR TELEKOM MALAYSIA BERHAD   Eng | BM    
20/01/2020   TENDER FOR THE APPOINTMENT OF LEASING AGENCIES TO PROVIDE MANPOWER SERVICES FOR TM GROUP   Eng | BM   Key Summary
13/01/2020   AMENDMENT; REQUEST FOR INFORMATION (RFI) ON PREMIUM IN-PREMISE WIRING   Eng    
09/01/2020   AMENDMENT: TENDER FOR THE PLAN, DESIGN, SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, INTEGRATION AND COMPREHENSIVE MAINTENANCE SUPPORT SERVICES OF ENHANCED COPPER TECHNOLOGY AND ITS ELEMENT MANAGEMENT SYSTEM FOR TELEKOM MALAYSIA BERHAD (“TM”)   Eng | BM    
09/01/2020   AMENDMENT TENDER SUMMARY: TENDER FOR APPOINTMENT OF TM PANEL OF CONTRACTORS FOR TOWER ENGINEERING WORKS IN SABAH FOR TELEKOM MALAYSIA BERHAD   Eng | BM   Key Summary
08/01/2020   REQUEST FOR INFORMATION (RFI) ON PREMIUM IN-PREMISE WIRING   Eng    
08/01/2020   TENDER FOR THE FREIGHT FORWARDING SERVICES FOR TELEKOM MALAYSIA BERHAD (“TM”)   Eng | BM   Key Summary
07/01/2020   REQUEST FOR INFORMATION (RFI) FIBER OPTIC MONITORING SOLUTION   Eng    
06/01/2020   TENDER FOR APPOINTMENT OF TM PANEL OF CONTRACTORS FOR TOWER ENGINEERING WORKS IN SABAH FOR TELEKOM MALAYSIA BERHAD   Eng | BM   Key Summary
02/01/2020   REQUEST FOR INFORMATION ON VIDEO & TCP OPTIMIZATION
 
 
 
 
Date   Tender Title   Tender Advertisement   Tender Summary
17/02/2020   TYPE APPROVAL FOR ANALOGUE TELEPHONE ADAPTOR (ATA) TYPE 4, 8 AND 16   Eng    
14/02/2020   AMENDMENT: REQUEST FOR INFORMATION (RFI) ON RENTING OF TELEKOM MALAYSIA BERHAD (TM) PROPERTIES AT SABAH   Eng    
14/02/2020   AMENDMENT: REQUEST FOR INFORMATION (RFI) ON CONSULTANCY SERVICES ON OSS TRANSFORMATION FOR TELEKOM MALAYSIA BERHAD (“TM”)   Eng    
10/02/2020   AMENDMENT: TENDER FOR THE APPOINTMENT OF STANDARD OPERATING RATE (SOR) PANEL CONTRACTORS FOR CIVIL, MECHANICAL AND ELECTRICAL WORK FOR WEBE DIGITAL SDN BHD – SABAH   Eng | BM   Key Summary
10/02/2020   REQUEST FOR INFORMATION (RFI) ON CONSULTANCY SERVICES ON OSS TRANSFORMATION FOR TELEKOM MALAYSIA BERHAD (“TM”)   Eng    
06/02/2020   AMENDMENT: TENDER FOR PROPOSED FABRICATE, SUPPLY, DELIVER AND INSTALL OF LOOSE FURNITURE FOR STUDENT ACCOMMODATION BUILDINGS IN MULTIMEDIA UNIVERSITY CYBERJAYA FOR UNIVERSITI TELEKOM SDN BHD   Eng | BM   Key Summary
05/02/2020   REQUEST FOR INFORMATION (RFI) FOR PRICE BENCHMARKING FOR DEVELOPMENT & MAINTENANCE RATE FOR TELEKOM MALAYSIA BERHAD   Eng    
04/02/2020   TENDER FOR THE APPOINTMENT OF STANDARD OPERATING RATE (SOR) PANEL CONTRACTORS FOR CIVIL, MECHANICAL AND ELECTRICAL WORK FOR WEBE DIGITAL SDN BHD - SARAWAK   Eng | BM   Key Summary
04/02/2020   TENDER FOR THE APPOINTMENT OF STANDARD OPERATING RATE (SOR) PANEL CONTRACTORS FOR CIVIL, MECHANICAL AND ELECTRICAL WORK FOR WEBE DIGITAL SDN BHD - SABAH   Eng | BM   Key Summary
04/02/2020   TENDER FOR THE APPOINTMENT OF STANDARD OPERATING RATE (SOR) PANEL CONTRACTORS FOR CIVIL, MECHANICAL AND ELECTRICAL WORK FOR WEBE DIGITAL SDN BHD - PENINSULAR   Eng | BM   Key Summary
 
 
 
 
 
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
1 person likes this. Showing 4 of 4 comments

johnny cash

Thanks calvin

2020-03-08 22:13

stncws

ASIABIO CAPITAL SDN BHD Acquired 264,457,713 shares

2020-03-08 23:36

calvintaneng

Too late to sell at this juncture

Now bottom fishing time

2020-03-09 11:55

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Write a comment..https://klse.i3investor.com/servlets/pfs/123029.jsp


Poor calvin

Bullish in the market at the wrong time.

Raised his asset allocation from 5% to 15% into the stock market at the wrong time.

Even worse, selected the wrong stocks.

Just looked at his portfolio monitored by Philip.



Sorted according to % Gain/Loss

Stock Name Ref Date ### Ref Price ### Price Diff ### Last ### %G/L
KPS 25-Apr-19 ### 1.55 ### -1.05 ### 0.5 ### -67.7%
DESTINI 18-Mar-19 ### 0.33 ### -0.185 ### 0.145 ### -56.1%
PRESTAR 8-Mar-19 ### 0.605 ### -0.27 ### 0.335 ### -44.6%
AZRB 15-Feb-19 ### 0.395 ### -0.16 ### 0.235 ### -40.5%
VELESTO 14-Mar-19 ### 0.31 ### -0.125 ### 0.185 ### -40.3%
OLYMPIA 17-Apr-19 ### 0.125 ### -0.05 ### 0.075 ### -40.0%
OPCOM 17-Sep-19 ### 0.64 ### -0.255 ### 0.385 ### -39.8%
SASBADI 27-Jan-19 ### 0.215 ### -0.085 ### 0.13 ### -39.5%
MASTEEL 9-Mar-19 ### 0.52 ### -0.2 ### 0.32 ### -38.5%
ASIAPAC 17-Apr-19 ### 0.145 ### -0.05 ### 0.095 ### -34.5%
L&G 17-Apr-19 ### 0.155 ### -0.05 ### 0.105 ### -32.3%
T7GLOBAL 26-Mar-19 ### 0.505 ### -0.15 ### 0.355 ### -29.7%
UZMA 10-May-19 ### 0.805 ### -0.235 ### 0.57 ### -29.2%
ANNJOO 2-Feb-19 ### 1.35 ### -0.38 ### 0.97 ### -28.1%
BJCORP 9-Jan-19 ### 0.315 ### -0.085 ### 0.23 ### -27.0%
TALAMT 22-Mar-19 ### 0.04 ### -0.01 ### 0.03 ### -25.0%
DUTALND 8-Jan-19 ### 0.48 ### -0.11 ### 0.37 ### -22.9%
POHUAT 24-May-19 ### 1.5 ### -0.34 ### 1.16 ### -22.7%
SCOMIES 20-Sep-19 ### 0.09 ### -0.02 ### 0.07 ### -22.2%
PANTECH 21-Feb-19 ### 0.545 ### -0.12 ### 0.425 ### -22.0%
GUH 8-Jan-19 ### 0.495 ### -0.105 ### 0.39 ### -21.2%
ASB 23-May-19 ### 0.145 ### -0.03 ### 0.115 ### -20.7%
MHB 10-Apr-19 ### 0.8 ### -0.16 ### 0.64 ### -20.0%
MUIPROP 9-Jan-19 ### 0.25 ### -0.05 ### 0.2 ### -20.0%
EKSONS 8-Jan-19 ### 0.78 ### -0.14 ### 0.64 ### -17.9%
TA 8-Jan-19 ### 0.63 ### -0.095 ### 0.535 ### -15.1%
JTIASA 5-Apr-19 ### 0.55 ### -0.07 ### 0.48 ### -12.7%
MBSB 29-Aug-19 ### 0.825 ### -0.105 ### 0.72 ### -12.7%
MPHBCAP 8-Jan-19 ### 1.05 ### -0.125 ### 0.925 ### -11.9%
CSCSTEL 9-Jan-19 ### 1.06 ### -0.12 ### 0.94 ### -11.3%
MKH 17-Apr-19 ### 1.37 ### -0.12 ### 1.25 ### -8.8%
DIALOG 21-Feb-19 ### 3.25 ### 0.03 ### 3.28 ### 0.9%
PENERGY 1-Mar-19 ### 0.775 ### 0.07 ### 0.845 ### 9.0%
MJPERAK 4-Apr-19 ### 0.27 ### 0.03 ### 0.3 ### 11.1%
TDM 3-Apr-19 ### 0.18 ### 0.025 ### 0.205 ### 13.9%
VSTECS 9-Jan-19 ### 0.95 ### 0.15 ### 1.1 ### 15.8%
MCEMENT 8-Mar-19 ### 2.34 ### 0.67 ### 3.01 ### 28.6%
NAIM 8-Feb-19 ### 0.54 ### 0.225 ### 0.765 ### 41.7%
NETX 25-Sep-19 ### 0.01 ### 0.005 ### 0.015 ### 50.0%
CARIMIN 26-Jan-18 ### 0.4 ### 0.315 ### 0.715 ### 78.8%


40 counters recommended
9 have gains
31 have losses

2020-03-11 13:33

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