This shifted the 2nd World War from the Atlantic to the Pacific
Then on 8th December 1941 Japan invaded Malaya
These were disruptive times.
Pearl Habour jolted neutral USA into the 2nd World War with Japan & resulted in the first atomic bomb which ushered in the atomic age
For Malaya it opened their eyes to the perceived superiority of the white man = crumbling under an Eastern power. That hastened and ushered in Malaysia's Independence on August 13th 1957 (if not for Japan Malaysia's independent declaration of "MERDEKA! MERDEKA" would have been prolonged
SO THESE WERE DISRUPTIVE TIMES
NOW NETX IS A COMPANY FOR DISRUPTIVE TIMES
SEE NETX MISSION STATEMENT
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.
Notice the phrase "now pioneers the advancement of disruptive technologies"
Yes. NETX is into New Technologies of the 21st Century
There were disruptive technologies all along in human history
For over 5,000 years in history Mankind has been using Horse Drawn Carriages as a means of transport
See
THEN CAME THE MOTOR CAR
Above photo taken in 1907 New York City
Can spot the horse drawn carriage in the photo (Cars with rubber tyres & carriages got bigger wooden wheels)
In no time no more horse drawn carriages today
In those early days when Motor cars first appeared many who got used to animal transport cannot trust their lives to machines (those were disruptive times) But change they must and change they did
The business of making carriages, horse shoes & horse whips became obsolete (Stubborn companies which made them and refused to change with the changing times went out of business)
NOW WE ARE TALKING ABOUT DRIVERLESS CARS, AI, ROBOTIC, CASHLESS PAYMENT, FINTEC BANKING, E-BOOKS, E-LEARNING & ALL IOT., E-AUCTION AND E-BIDDING. THESE ARE ALL VERY DISRUPTIVE TECHNOLOGIES
IF IN EARLY 20TH CENTURY PEOPLE MUST TRANSIT FROM HORSE DRAWN CARRIAGES TO MOTOR CARS
NOW WE TRANSIT TO SITTING IN CARS & TRAINS WITHOUT DRIVERS. NEXT THEY ARE TALKING ABOUT PILOT-LESS PLANES. WILL YOU BE BRAVE TO RIDE INSIDE A PLANE WITHOUT ANY PILOTS
YES! DRONES ARE NOW TRANSPORTING PEOPLE WITHOUT PILOTS!!
SEE
Drone taxis with no driver could take to UK's skies in 2022 after first successful test
SO MALAYSIA GOING INTO FIBERISATON IN A BIG WAY IS TO TAP INTO THE 4TH INDUSRIAL REVOLUTION
NOW THERE ARE 3 THINGS ABOUT NETX ALL SHOULD KNOW
1) NETX IS INTO NETWORK DIGITAL INFRAR SETUP AS IT IS A SPECIALIST
Malaysia has allocated Rm50.3 Billions for NFCP Fiberisation thrust
And the breakdown is like this
TELEKOM will tender out Rm10.8 BILLIONS FIBER OPTIC PROCUREMENT & SERVICES
OTHER TELCOS WILL TENDER OUT ANOTHER RM10.8 BILLIONS
GOVT WILL TENDER OUT RM28.7 BILLIONS FOR USP (UNIVERSAL SERVICE PROVIDER)
THAT'S A WHOPPING RM50.3 BILLIONS!!
10 Years ago Opcom got Rm359 Millions Job Orders from Telekom. It took Opcom 2 years to fill up oders for Telekom. Now Rm50.3 Billions is 140 times more & it will take 280 years if Opcom were to fill up all orders
Of course Fiber Purchase only plays a part. Cash will go into many other areas like building Telco Towers & others both hardware And Soft ware
Software? Yes
digital platforms, e-commerce and IT infrastructure
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.
And more
Business Background
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.
NFCP FIBERISATION THRUST WILL BE A 5 YEAR INITIATIVE
SO NETX WILL HAVE AMPLE TIME TO UPDATE, ADAPT & JOIN IN THE ONCE IN A LIFE TIME OPPORTUNITY IN BOTH THE UPSTREAM AND DOWNSTREAM FINERISATION THRUST
THEN NETX IS INTO THE NEW TECH OF BLOCK CHAIN
THESE ARE EXCITING TIMES FOR MALAYSIA IN GENERAL AND FOR DIGITAL ECONOMY STOCKS IN PARTICULAR
SO DON'T MISS THIS COMING MULTI-YEAR BULL RUN IN DIGITAL ECONOMY STOCKS OF KLSE
Kindest Regards
Calvin Tan Research
Singapore
Please buy or sell after doing your own due diligence or consult your Remisier/Fund Manager
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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....