THE INVESTMENT APPROACH OF CALVIN TAN

HEXCAP (0035) A TRILOGY OF 3 BUSINESSES FOR DC (DATA CENTERS: POWER TRANSMISSION, UNDERGROUND CABLES & FIBER OPTICS, Calvin Tan

calvintaneng
Publish date: Wed, 12 Jun 2024, 10:02 AM
calvintaneng
0 1,841
Hi Guys,

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

Dear Friends of i3 Forum,

AFTER THE GREAT SUCCESS OF VSTEC BUY CALL (UP BY OVER 600% IN 4 YEARS) THEN WE SEE THE GREAT SUCCESSFUL BUY CALLS OF JCY & NOTION (UP BY 150% & 200%)

SUCCESS BEGETS SUCCESS

YES!

WE MADE BUY CALL ON COMPLETE LOGISTIC AT 56.5 SEN

AFTER IT CHANGED NAME TO HEXTECH PRICES WENT BALLISTIC AND UP A WHOPPING 2,000!

See Post 

COMPLETE LOGISTIC - IS COMPLETELY LOGICAL, Calvin Tan Research

calvintaneng
0   1,818

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

Hi Guys,
calvintaneng
0   1,818

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

Hi Guys,
Publish date: Sun, 22 Jul 2018, 05:24 PM
calvintaneng

JUST AS JCY & NOTION FOLLOWED THE GREAT SUCCESS OF VSTEC

WE SEE HEXCAP (0035) FOLLOW THE SAME FOOTSTEP OF HEXTECH

HEXTECH WAS IN LOGISTIC. HEXCAP'S SUCCESS WILL BE IN DATA CENTER SUPPORT BY 3 PRONGED BUSINESSES

1) FIBER OPTIC AS ITS MAIN THEME

2) TRANSGRID VENTURES (POWER TRANSMISSION FOR TNB)

3) BINACOM: UNDERGROUND POWER CABLES FOR TNB

1. FIBER OPTICS

ALL DATA CENTERS NEED FIBER OPTIC CABLES

Fiber Optic Applications for Data CentersFiber optics are the undisputed choice for the backbone due to their immense bandwidth capacity and ability to transmit data over long distances with minimal signal loss. This ensures smooth and reliable data flow across the entire data center network infrastructure.

  • Server Interconnections: Servers within the data center communicate with each other extensively. Fiber optic cables are increasingly used for these server-to-server connections, especially for high-performance computing clusters and storage area networks (SANs). This allows for ultra-fast data exchange between servers, supporting demanding applications like cloud computing and artificial intelligence.
  • External Connectivity: Data centers connect to the outside world through internet service providers (ISPs) and other networks. These external connections often rely on fiber optic cables to handle the massive data volumes flowing in and out of the facility. Fiber's ability to handle high bandwidth over long distances makes it ideal for these critical connections.
  • High-Performance Computing (HPC): HPC environments require exceptional data transfer speeds to support complex calculations and simulations. Fiber optic cabling is a cornerstone of HPC networks, enabling the rapid exchange of data between powerful computing nodes.

Read again

 Servers within the data center communicate with each other extensively. Fiber optic cables are increasingly used for these server-to-server connections, especially for high-performance computing clusters and storage area networks (SANs).

INSIDE DATA CENTER THERE ARE EXTENSIVE USE OF FIBER OPTIC CABLES CONNECTING ALL SERVERS

 Data centers connect to the outside world through internet service providers (ISPs) and other networks. 

DATA CENTERS CONNECT TO OUTSIDE WORLD AT THE SPEED OF LIGHT

ALTHOUGH THERE ARE OVER 10,000 DATA CENTERS ALL OVER THE WORLD WIDE WORLD

THEY ARE CONNECTED BY OPTIC FIBER THAT TRANSMIT DATA  AT THE SPEED OF LIGHT IN JUST ONE OR TWO SECONDS

See the Speed of Light

HOW FAST IS THE SPEED OF LIGHT?

Light travels at a constant, finite speed of 186,000 mi/sec. A traveler, moving at the speed of light, would circum-navigate the equator approximately 7.5 times ...

LISTEN CAREFULLY

AT THE SPEED OF LIGHT A PERSON TRAVELS ROUND THE WORLD 7 OVER TIMES IN JUST ONE SECOND!

ONE SECOND?

YES! THAT IS THE SPEED OF LIGHT OR LIGHTNING!

AND HEXCAP FIBER OPTIC CABLES CAN DO SUCH WONDER

IN MALAYSIA THE MUSHROOMING OF DATA CENTERS WILL NEED LOTS AND LOTS OF FIBER OPTIC CABLES

SO HEXCAP WILL PLAY A VITAL ROLE IN DC (DATA CENTER)

2) POWER TRANSMISSION

HEXCAP HAS JUST ACQUIRED 49% OF TRANSGRID VENTURES

Another key milestone marked in FPE 2023 is the acquisition of 49% equity interest in Transgrid Ventures Sdn. Bhd.

(“Transgrid”) along with the diversifi cation into the power generation and transmission business. This strategy is aimed to

diversify our earnings base, thereby creating additional income stream to generate long term value to our shareholders.

In addition, Transgrid is nearing completion on the construction and commissioning of a renewable energy power plant

in Raub, Pahang that will be capable of generating four (4) megawatts of electricity to Malaysia’s National Grid upon its

commercialisation. As such, we are optimistic about the Group’s growth prospects and outlook, stemming not only from

the immediate benefi ts derived from existing projects but also from the expansion opportunities leveraging on Transgrid’s

current market position in the industry.

With all the abovementioned corporate exercises, the Company has also offi cially changed its name from “Opcom

Holdings Berhad” to Hextar Capital Berhad on 1 December 2023 to have a new corporate identity to better refl ect

the Group’s core business and its future undertakings.

TRANSGRID VENTURES = TREMENDOUS GRIP ON TNB PROJECTS




SEE THIS MOST IMPORTANT VIDEO

CLICK AND VIEW BELOW 





5400fd_5be8769911de4a63981560f1cd3b534d_mv2

POWER GRID FOR TNB



5400fd_d74b1fb0e6664b49bc5d6fbbda2a1ca0_mv2

GAS INSULATED SUB STATION



5400fd_ef584aa7e6e64b49a0f7a24f9e89f24b_mv2

INSULATED POWER PLANT



Now these two new Power Transmission Stocks were chased up

52 Weeks Range:  0.25 - 0.945 (Up 378%)

Company Profile

Sector: CONSTRUCTION

Subsector: CONSTRUCTION

Description:

MN Holdings Berhad is a Malaysia-based investment holding company. The Company through its subsidiaries, is principally engaged in the underground utilities engineering services and solutions and substation engineering services and solutions. The Company's customers are primarily contractors for power projects, property developers and industries that require its services and solutions to enable the supply of power to specific locations and/or premises. The Company's subsidiary includes Mutu Nusantara Sdn. Bhd. (MNSB) and MN Power Transmission Sdn. Bhd. (MPTSB).



2. JT GROUP

52 Weeks Range:  0.265 - 0.645 (Up 243%)

See

Description:

Jati Tinggi Group Berhad is a Malaysia-based investment holding company. The Company delivers infrastructure utilities engineering solutions. Through its wholly owned subsidiary, it is involved in the provision of underground and overhead utilities engineering services and solutions. It also provides other services, namely substation engineering, procurement, construction, and commissioning (EPCC) services, trading of equipment for substations, as well as street lighting services. Its segments include Provision of underground and overhead utilities, engineering services and solutions, Street Lighting Services and Others. It procures, supplies, delivers, installs, lays, constructs, relocates, test, commission, inspect, repairs and maintains underground and overhead infrastructure utilities. Its Others segment includes Provision of substation EPCC services, and Trading of equipment for substations. The Street Lighting Services segment provides installation and maintenance services.

Both these stocks were chased up due to their provision of Overhead utilities to TNB, (EPCC) services, trading of equipment for substations

For JT Group it also provide Underground cabling

NOW WHAT THESE TWO GOT HEXCAP ALSO GOT. AND MORE!



3) BINACOM

HEXTECH ACQUIRED OPCOM AND MADE BINACOM ITS ASSOCIATE

See BINACOM won Projects from TNB (Refer Bursa: Binacom)

Announcement details

OTHERS BINASAT COMMUNICATIONS BERHAD ("BINASAT" OR THE "COMPANY") LETTER OF ACCEPTANCE FROM TENAGA NASIONAL BERHAD FOR THE CONTRACT KNOWN AS PROPOSED 132KV DOUBLE CIRCUIT UNDERGROUND CABLE FROM PMU TITIWANGSA TO PMU GENTING KELANG AND PMU GENTING KELANG TO PMU KAMPUNG LANJUT

BINASAT COMMUNICATIONS BERHAD
Type
Announcement
Subject
OTHERS
Description
BINASAT COMMUNICATIONS BERHAD ("BINASAT" OR THE "COMPANY")

LETTER OF ACCEPTANCE FROM TENAGA NASIONAL BERHAD FOR THE CONTRACT KNOWN AS PROPOSED 132KV DOUBLE CIRCUIT UNDERGROUND CABLE FROM PMU TITIWANGSA TO PMU GENTING KELANG AND PMU GENTING KELANG TO PMU KAMPUNG LANJUT

The Board of Directors ("Board") of Binasat wishes to announce that Borderless Connection Sdn. Bhd. ("BCSB"), a 51%-owned subsidiary of Binasat in consortium with Binalite Electrical Engineering Sdn. Bhd. (“BEESB”) received a Letter of Acceptance dated 27 February 2024 from Tenaga Nasional Berhad for the contract known as “Proposed 132KV Double Circuit Underground Cable from PMU Titiwangsa to PMU Genting Kelang and PMU Genting Kelang to PMU Kampung Lanjut” (“Contract”). BCSB and BEESB had accepted the Letter of Acceptance on 20 March 2024.

 

Please refer to the attachment for the details of this announcement.

 

This announcement is dated 21 March 2024.

BINACOM (ASSOCIATE CO OF HEXCAP won Underground Cabling Project from TNB

NOW WITH THE PROLIFERATION OF SO MANY NEW DATA CENTERS IN MALAYSIA LOTS OF JOBS WILL COME FROM TNB

In Fact TNB has a Capex of RM90 BILLIONS FOR POWER PROJECTS

See

TNB to invest RM90 bil for grid in next six years, says CEO
By       Adam Aziz / 

KUALA LUMPUR (Aug 29): Tenaga Nasional Bhd (TNB) intends to invest upwards of RM90 billion over the next six years for its grid infrastructure, of which 40% will be channelled towards energy transition-related capital expenditure (capex), said its president and group CEO Datuk Baharin Din.

In his closing remarks at the Energy Transition Conference 2023, Baharin said it is a key priority of the national utility company to “strengthen our Asean interconnection” to facilitate its net zero emissions goal.

“The enthusiasm is tangible [across the region]. Parties are committed to making it happen, as the interconnection will enable better RE ambition, support system security, and open up the gateway to over US$6.3 trillion of new investments by 2050,” he said.

“The timing is right to make the Asean Power Grid a reality, as it is now a matter of our survival,” he added.

TNB, which operates RM62.25 billion worth of regulated transmission and distribution assets in the country as at end-2022, has been closely watched amid rising interest towards RE (renewable energy) capacity installation and the national plan to allow RE exports to neighbouring countries.


SO HERE YOU ARE

HEXCAP HAS

1. ABOVE GROUND WORK FOR TNB POWER GRID & SUBSTATION & EPCC!

2. UNDERGROUND CABLING

3. AND UP IN THE SKY IS BINACOM PROVIDING SATELLITE TRANSMISSION

4. ABOVE AND OVERALL HEXCAP FIBER OPTIC CABLES HELP DC TO TRANSMIT DATA WORLD WIDE AT THE SPEED OF LIGHT



3 IN ONE SOLUTIONS THROUGH OPCOM FIBER OPTIC, BINACOM UNDERGROUND CABLING AND SATELLITE TRANSMISSION PLUS TRANSGRID VENTURES!


HEXCAP now 47.5 sen (June 11 2024)

WILL WE SEE HEXCAP GO BACK TO ITS ALL TIME HIGH ABOVE RM1.60 & HIGHER?


NOTE: IN YEAR 2019 PETRONAS GAVE OUT RM30 BILLIONS FOR OGSE UPSTREAM

THIS SINGLE CATALYST CAUSED CARIMIN, PENERGY, UZMA & DAYANG TO SURGED UP BY 100% TO 500% GAIN

NOW TNB CAPEX IS RM90 BILLIONS! 3 TIMES THE AMOUNT PETRONAS GAVE FOR OGSE UPSTREAM IN YEAR 2019

TNB CAPEX'S CATALYST OF RM90 BILLIONS  IS 3 TIMES MORE THAN PETRONAS RM30 BILLIONS FOR OGSE UPSTREAM

WILL WE ALSO SEE A COMING POWERFUL BULL RUN IN POWER UTILITY STOCKS (POWERED UP BY TNB RM90 BILLIONS CAPEX)


FOR THAT WE WILL KNOW WHEN TIME COMES

AND TIME IS ON THE SIDE OF THOSE SKILLED IN POWER TRANSMISSION, FIBER OPTIC AND MORE!

HEXCAP! THE NEXT SUPER STOCK AFTER VSTEC, JCY, NOTION, HEXTECH!



With Warm Regards

Calvin Tan


We have only presented these facts & figures and not telling you to buy or sell.

Please study the details carefully for your selves.

Please buy or sell after doing your own due diligence. Or after consulting your Remisier/ Fund Manager


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3 people like this. Showing 16 of 16 comments

Wizman

Bro Calvin, thanks for sharing another interesting & exciting data centre related stock info. I manage to buy @ 0.54 today, after studying & research & observing for 2 weeks.May Almighty God give you good health & wisdom continue research and post potential under-value & growth stocks info....

1 month ago

calvintaneng

🙏 Thank you bro Wizman

God bless and prosper you richly

1 month ago

johnny cash

@calvin
Only rm1.60 you given to hexcap, can it go more?? When the real boost will come for hexcap?? Is this hexcap still under eddie?? Thank you

1 month ago

calvintaneng

Johnny

Rm1.60 is only a guideline
Nothing is set in stone yet

Tnb Rm90 Billions capex for more power transmission and renewable energy plus The Mushrooming Demand by so many New Data Centers ahead will bring Hexcap's earnings into uncharted territory

Never before have such wonderful opportunity come for both power transmission player as well as Fiber Optic demand

Only Hdd/ Ssd demand could excel as they serve Needs of Data Centers and Ai worldwide

1 month ago

johnny cash

@calvin
Thanks for feedback calvin. Yes i am having the feelings this counter will rocket up.. it s already inching up. Good pick calvin

1 month ago

calvintaneng

Thanks again Johnny
Sometime the fundamental shift of a company is so apparent by holding all the favorable industries of the day

And it all boils down to the moves made by leadership with clarity of Vision had wisdom

To have bought 49% into Transgrid Ventures in a time of Such Huge Job Awards by Tnb up to Rm90 Billions Capex is really a golden opportunity

1 month ago

johnny cash

US may cpi, there is indication inflation in US is cooling of.. tomorrow malaysian tech boom

1 month ago

calvintaneng

Posted by speakup > 17 hours ago | Report Abuse

quite true
one factory employ 500-1000 staff
one data centre employ 10-20 staff

GS

274 posts

Posted by GS > 16 hours ago | Report Abuse

Whenever a new trend appears, many companies rush to join in; however, when the trend fades, these companies often decline as well.


KH6996

19 posts

Posted by KH6996 > 9 hours ago | Report Abuse

One data centre will use minimum 1M litres of water a day and the electricity needed is huge. I hope whoever responsible will ensure sufficient supplies , so as not to cut from other areas and feed them. Thats probably why, some decided to change destination from Spore etc to here, especially water supply.

1 month ago

calvintaneng

Correct!

Yes you guys are right

DATA CENTER only employ 50 to 100 people and does not create much employment

As this is an investment forum we can see these will be in high demand

1) Property Companies that Own Big Plots of Lands can sell lands to DATA CENTER for high profits

2) PALM OIL COMPANIES THAT OWN VAST TRACTS OF LANDS CAN DO THE SAME.
And this was how BPLANT Sold Palm oil lands to YTL Power to be converted into DATA CENTER & SOLAR Farms

Why DATA CENTER & Solar Farms go hand in hand?
Answer:

Because DATA CENTER's HDD consume A Lot of Energy
As such more Solar Farms will be built to power DATA Centers

3. So we will understand why TNB has to allot RM90 Billions Capex for building new Power Plants as well as Renewal Energy like never before

And this HEXCAP's Leadership wisely bought 49% of TRANSGRID VENTURES to Capture this Power Business

See


calvintaneng

53,977 posts

Posted by calvintaneng > 2 minutes ago | Report Abuse

Company Background
Transgrid Ventures Sdn Bhd , is a wholly owned Malaysian registered firm in the field of engineering, procurement, construction & commissioning (EPCC) and project management & engineering consultancy (PMEC) organization in the power sector.​

The Company was established in 1999 and has a well-established track record in delivering projects which exceeds client’s expectations. The firm is supported by local professionals, semi-professionals and administrative staff to serve the needs of expanding clients in Malaysia and globally.​

As one-stop solution system provider, Transgrid offers a broad range of expertise committed as partner in meeting industrial and utility power needs. Our multi-disciplinary professional team does the needful to understand client’s requirements and provide an optimum solution, from conceptual design, project management, construction and commissioning.

The Company is focus in the business of power generation, transmission and distribution. We are a true partner in providing the best possible economy in a competitive world without compromising reliability of supply through optimum technical performance and unmatched safety standards.

Transgrid provides specialized services as EPCC Contractor and PMEC in several major field of practice including :-
Power generation, transmission and distribution
Renewable energy
Reactive power compensation system

1 month ago

OrlandoWeb3AI



Can do


At this moment in Bursa this just-hint-and the-price-fly can do... as at this very moment every punter is making big profit flush with cash in hand

Using profit to bet is always more daring.. double up in every next bet

1 month ago

OrlandoWeb3AI

Lighting cigarette with a 100 note

1 month ago

calvintaneng

We strictly no betting or gambling please

We only invest and go for good companies like Jcy, Notion and Dufu plus this laggard Hexcap

All will see real business improvements due to Data Center jobs

Nvidia is up
Western Digital up 🚀
Seagate is in bull run 🐂

How not to do well for Hexcap?

1 month ago

calvintaneng

https://asia.nikkei.com/Spotlight/The-Big-Story/AI-s-looming-climate-cost-Energy-demand-surges-amid-data-center-race



AI need for energy will be

10X more

which means 1,000% more per 10'years

or 100% increase per year

that means energy use will double every single year for next 10 years

So?

1 month ago

Goldberg

Theta Edge partners India’s KEC International to bid for TNB grid projects

heedgemalaysia.com


KUALA LUMPUR : Theta Edge Bhd said it has teamed up with India-based power transmission giant KEC International Ltd in bidding for Tenaga Nasional Bhd’s (TNB) future grid projects.
The information technology services provider said it inked a Memorandum of Understanding (MOU) with KEC International and its Malaysian unit KEC International (M) Sdn Bhd (KEC Malaysia) to submit a contractor prequalification assessment related to grid infrastructure work via a joint venture partnership.

Under the MOU, the parties intend to submit their application for prequalification and appoint either KEC International or KEC Malaysia as the subcontractor to Theta Edge for providing supply and installation solutions for power transmission infrastructure.

1 month ago

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