Technical rebound on this week coming , last friday trading at 0.395 strong support .

Coming ady for 0.15

Post removed.Why?

Ha ha ha , yet to late ..... tomorrow still have chances to buy

Time to cumulative buy

Yes .
Worth it to invest for it ....
- Good potential for current project as well
- New government formed
- Current price closing below as NTA and Recommended prices

Should be above 6 mil

KUALA LUMPUR (Feb 25): RHB Retail Research said Rohas Tecnic Bhd may rebound further after testing the 57 sen support in its latest session.

In a trading stocks note today, the research house said as the stock recently rose above the 21-day SMA line, this indicates a positive sign.

“A bullish bias may emerge above the 57 sen level, with an exit set below the 57 sen mark.

“Towards the upside, the immediate resistance is at the 65 sen level, followed by the 68.5 sen threshold,” it said.

Harry Sharix , yesterday recommended to strong buy Rohas

Rohas Tecnic - Bangladesh Job Win

Author: HLInvest Publish date:  Fri, 21 Feb 2020, 9:10 AM

Close 

Rohas announced that it had been awarded two contracts by Power Grid Company of Bangladesh Ltd worth a combined RM192m. This brings its EPCC orderbook to c.RM662m which translates to a healthy 2.9x cover on FY18 EPCC revenue. Its outstanding tower fabrication orderbook stands at c.RM200m translating to 1.1x cover on FY18 tower fabrication revenue. Maintain our forecasts and BUY rating with an unchanged TP of RM0.79. TP is pegged to 12x P/E multiple based on FY20 earnings.

NEWSBREAK

Second job win in FY20. Rohas announced that it had been awarded two contracts by Power Grid Company of Bangladesh Ltd worth a combined RM192m. The scope of work includes design, supply, installation, testing and commissioning of a cumulative 494 kilowatt of transmission lines on a turnkey basis. The contract packages spans a period of 24 to 30 months with works slated to commence in 2H20.

HLIB's VIEW

Strong start to the year. The company has so far secured a cumulative RM250m worth of jobs in FY20. This brings its EPCC orderbook to c.RM662m which translates to a healthy 2.9x cover on FY18 EPCC revenue. Its outstanding tower fabrication orderbook stands at c.RM200m translating to 1.1x cover on FY18 tower fabrication revenue.

Potential awards. Rohas is awaiting an award outcome for a transmission line stretching from Butterworth to Penang Island which will run parallel to the Penang Bridge (estimated project value: RM1bn). There are 5 bidders: from China, India, Australia, Rohas-Muhibbah and MMC-MRCB. The JV structure between Rohas and Muhibbah has not been fixed but will likely be based on job scope breakdown (civil marine works will be >50% of project value). Having undertaken the widening of Penang Bridge before, we reckon Muhibbah is a good partner for Rohas (which will then undertake the transmission line portion of works). Based on management's past guidance, an award outcome may materialise in 1Q20. Apart from that we understand that Rohas will tender for phase 2 extension to its current Laos EPCC contract with a similar contract value.

Associates turnaround in FY20. Rohas 49%-owned mini-hydropower plant in Indonesia is expected to start contributing in FY20, a delay from 2Q19 due to unusual raining season. Management guides that the earnings contribution to Rohas is expected to be c.RM4m annually. We understand its loss-making Vietnamese associate is likely to turn profitable this year as earlier approved water rate hikes is implemented with contribution expected to be between RM3-4m annually.

Forecast. Maintain our forecasts as the contract win falls within our replenishment assumptions.

Maintain BUY, TP: RM0.79. Maintain our BUY rating and TP of RM0.79. We reckon with the completion of its legacy contracts, earnings should grow moving forward driven by stronger profitability at HGPT, new EPCC jobs and stronger tower orders. Our TP is pegged to 12x P/E multiple based on FY20 earnings.

Source: Hong Leong Investment Bank Research - 21 Feb 2020

ONLY FOOLS WOULD NOT BELIEVE ROHAS WILL LIKELY FLY THIS WEEK OR NEXT WEEK!

Author: Smartinvestor2030 Publish date:  Thu, 20 Feb 2020, 1:07 PM

Close 


ROHAS TECNIC

Market cap: RM281.2m

Price: 59.5sen

Target price: 79sen (by Hong Leong Investment Bank)

 

Stronger 4QFY19 results. The results could be announced this week or next week. As of 9MFY19, Rohas reported core earnings of RM17.9m and based on Hong Leong's FY19 core earnings forecast of RM24.4m, Rohas' 4QFY19 core earnings would come in at RM6.5m. This would be 47.7% QoQ higher than 3QFY19 of RM4m and more than 100% YoY higher than 4QFY18 of RM0.2m. Hong Leong expects earnings in 4QFY19 to be stronger sequentially driven by continued turnaround at HGPT (normalized profit c.RM10m p.a.) as well as delivery of 130 towers (RM150k per tower) by Nov-19.

Robust outstanding orderbook. Hong Leong estimates Rohas' EPCC and tower fabrication orderbook of RM430m and RM200m, which translates to a decent 1.9x cover on FY18 EPCC revenue and 1.1x cover on FY18 tower fabrication revenue respectively. In total, Rohas an outstanding orderbook of RM630m, which translates to a sturdy 1.6x cover on FY18 revenue.

Outlook. Looking ahead, its fabrication segment’s orderbook replenishment is to be buoyed by Sarawak state’s initiative to rollout 5,000 towers over the medium term. Recall that Phase 1 of the rollout consisted of 300 towers with Rohas securing 130 towers. 

Elsewhere, Rohas has submitted tender for a transmission line from Butterworth to Penang Island which will run parallel to the Penang Bridge (estimated project value: RM1bn).Based on management's past guidance, an award outcome is likely in 1Q20. 

Apart from that Rohas will tender for phase 2 extension to its current Laos EPCC contract with a similar contract value tp phase 1.

Overall, the company currently has an outstanding tenderbook of jobs close to RM1b.

Other positive catalysts: Rohas 49%-owned mini-hydropower plant in Indonesia is expected to start contributing in FY20, a delay from 2Q19 due to unusual raining reason. Management guides that the earnings contribution to Rohas is expected to be c.RM4m annually. Its loss-making Vietnamese associate is also likely to turn profitable this year as earlier approved water rate hikes is implemented.

No impact from coronavirus. The installation of towers has nothing to do with coronavirus. The infrastructure needs to be there in the first place for 5G deployment or telco networks!

Follow lar

Recently this few trading days , low volumes ady ......

Netx , when is time to speed up !

（吉隆坡3日讯）立通国际（REDTONE，0032，创业板）相信，5G发展对公司的影响是正面的，并有信心凭借该公司在电讯服务方面的优势，参与这项发展。

尽管如此，立通国际首席执行员刘必顺并未透露是否和任何电信公司洽谈合作机会，仅表示公司积极探讨与任何公司的良好合作机会和策略，U Mobile也是其中一家，一旦有任何消息公司会即使公布。

值得一提的是，立通国际和U Mobile都是丹斯里陈志远旗下的公司。

电讯基建2大方向

刘必顺表示，电讯基建设施分为两大方向，即电讯服务和电讯塔，而立通国际是以电讯服务为主，并没有涉及兴建电讯塔业务。

他相信，立通国际在东马有更大的优势，并指出，公司在当地的人手和覆盖率都相对较高。他也透露，立通国际于2017年杪拿下的TIME3宽频扩充计划合约，以2亿5000万令吉在8个主要州属的乡区提供2G和3G行动通讯服务，目前该计划已完成1亿令吉的工程，接下来尚有1亿5000万令吉的工程，料在未来3年内逐步认列。

立通国际共有3大业务，即电讯服务、管理电讯网络服务（MTNS）和工业数码服务（IDS），该公司冀望2020财政年的表现会比今年好，同时也有信心其工业数码服务（IDS）可在今年达到盈亏平衡。

刘必顺也透露，立通国际已提交《国家光纤化和连接计划》（NFCP）的招标计划书，这项计划预期在明年下半年公布竞标结果。

现阶段，该公司拥有逾7000万令吉的现金，刘必顺指，公司的现金将用来应付上述的过程所需。

Target this few days , achieving 0.26

Below 0.58 , after consolidation profit for the Fund Manager ...... just cumulative buy for it

Calvintan , any solid news update , after announced QR .....

https://klse.i3investor.com/m/blog/BullandBearfb/238764.jsp

Good comments
NETX follower , pls read through

Calvintan evening , what's the purpose Netx keep on invest into Mlab !
Any advice

PUC proposes 5-to-1 share consolidation

www.theedgemarkets.com

KUALA LUMPUR (Nov 19): PUC Bhd, whose share price has slumped near 58% from a year ago, is planning to consolidate every five existing shares held by its shareholders on an entitlement date to be determined, into one share.

In a filing with Bursa Malaysia today, PUC said the proposed share consolidation is expected to enhance the company’s share capital structure, as the shares are currently traded at a relatively low trading price range.

As at Nov 15, PUC’s issued share capital stood at RM268.14 million, comprising 2.36 billion shares, with 132.76 million outstanding warrants. It also has 16.78 million placement shares remaining, to be placed out.

The proposed share consolidation will take place after the placement of the remaining shares. “The actual number of consolidated shares after the proposed share consolidation, would depend on the total number of issued PUC shares on the entitlement date. However, the issued share capital of PUC after the proposed share consolidation, will remain unchanged,” it said.

For illustration, PUC expects to have 471.38 million shares at 27.5 sen a piece, post-consolidation, versus its last-traded price today, of 5.5 sen.

PUC said the proposed consolidation would increase its share reference price and may enhance its profile among investors, while reducing its share price volatility.

The proposed exercise, expected to be completed by the first quarter of 2020, will not have any effect on the group’s earnings for the financial year ending Dec 31, 2019 (FY19), but will increase its earnings per share.

PUC’s shares closed unchanged at 5.5 sen today, valuing the company at RM129.63 million. Some 11.17 million shares were traded. The counter has been below 10 sen for the most of this year.

https://klse.i3investor.com/m/blog/savemalaysia/235352.jsp

https://klse.i3investor.com/m/blog/bluestar/234630.jsp
NETX ~ New Team Works . Strongly

Welcome back Calvin , need more info support and comments for Netx ...... your advice .

The 1st RM250 million under NFCP ready to release,who will be the winner?

Author: firerain Publish date:  Thu, 24 Oct 2019, 12:44 AM

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In Budget 2020,Finance Minister LGE announced that MCMC will allocate RM250 million to improve telecomunication connectivity in remote areas of malaysia,especially Sabah and Sarawak.

 

Do you ever wonder why RM250 million?

 

From what i understand, it is because MCMC already know what to spend,how to spend,and is ready to spend the 1st RM250 million under NFCP,so it is reasonable to assume the winner could be appear soon.

 

According to LGE,The RM250 million will be use to leverage on various technologies, including via satellite broadband,to improve connectivity in remote or rural area.

 

I found many people had confused by the word "satellite".

 

Satellite technology,when apply in telecommunication industry,means satellite will be use to send and receive signal instead of tower.But when in order to connect with satellite,Very Small Aperture Terminal or VSAT is needed,so you'll need someone expert in VSAT installation and integration work.

 

As far as i know,there are only two company in BURSA that owned the expertise.

 

1.)BINASAT

http://binacom.com.my/Satellite-Communication/

 

2.)REDTONE

https://www.redtone.com/telco-engineering-services/

 

So,if any listed company appear to be the winner of the 1st RM250 million allocation,i think most probably will be either BINASAT or REDTONE.(merely judging from public available data and fact,i dont know any insider information)

 

But when come to Shares INVESTMENT,Personally i prefer REDTONE due to strong financial result,strong balance sheet,and their long experience and advantage in serving rural areas.

 

In fact,no matter what technology is use to set up new telecommunication transmission spot,either is Fibre Optic,broadband,satellite ,microwave even WIFI,REDTONE is able to played a role since they are good in system integration and optimisation.No matter what technology applied,you will still need to install,integrate and optimise before running right?

 

Even REDTONE not able to grab any slice from the 1st RM250 million,it will be alright because current businesses of REDTONE still very profitable and financial result is on strong growing trend.

 

And do not forget,the RM21.6 billion NFCP was just started,even MCMC alone gonna spend RM10-11billion of UPS fund to increase internet coverage to 98% by 2023.

 

So,bigger contract should be release in months to come,and REDTONE will definitely one of the major winner,judging from their niche expertise and track record with MCMC.

 

So far,REDTONE had won 3 major contract from MCMC in last 7 year,which included RM82million in 2012,RM88million in 2014,and RM250 million in 2017.

 

I am looking forward to the 1st quarter result of REDTONE,which should be release by middle or end of next month(As REDTONE already change FY to 30/6),the figures should be fantastic one.

 

As i said before,FY 2020 should be a record breaking year given strong recovery of MTNS business and stable profit from TS business.The recent win of RM130 million medical related contract in sri lanka(this is indeed a big surprise and i din't expecting it) should also contribute positively to the bottom line from second half onward,the future is promising.

 

Bear in mind, i am talking about INVESTMENT,not SPECULATION.You want finest fruits,you take longer wait.

（吉隆坡21日讯）重新分配频谱（Spectrum）计划是电讯业明年的重头戏，除了谁将获分更多频谱，市场也对电讯公司需付出的代价有许多的揣测，而马电讯（TM，4863，主板电讯媒体股）最新的建议则是，将频谱分配给单一的基础设施公司（InfraCo），以促成更有效的投资。

根据国家光纤化和连通性计划（NFCP），通讯部致力于在2023年前让98%拥有光纤网络地区的平均网速达到30Mbps。

大马通讯及多媒体委员会将重新分配700兆赫（MHz）、2300兆赫和2600兆赫频谱（Spectrum），目前一共接获来15份来自电讯业者的竞标申请，其中包括了有垄断地位的电讯公司。

大马通讯及多媒体委员会（MCMC）相信，有效分配频谱将有助大马在2023年实现高达98%高速互联网覆盖率，同时为2022年推出5G铺路。

另外，电讯公司建议大马通讯及多媒体委员会应加快审查频谱的分配，以便让电讯公司尽早作出网络规划和为5G部署。大华继显分析员表示，由于在5G生态系统形成时，700兆赫、2300兆赫和2600兆赫频谱将可支持5G手机运用5G服务，因此大马通讯及多媒体委员会相信将会在2020年首季分配频谱，并在2021年首季前正式启用。

他也了解到，随著大马即将迈入数码电视时代，电台及电视将从类比（Analog）信号转换至数码（Digital）信号的计划，预计在今年末季完成。

此外，分析员表示，考虑到资本支出上涨，频谱定价是否合理至关重要。

他说道，电讯公司更倾向于制定固定的频谱收费，而不是以设备多寡来决定收费，后者是根据电讯公司拥有的电讯基站数量来计算收费，也要求电讯公司每年更新执照。

同时，电讯公司建议将频谱费用设定在合理水平，因为这也将支持国家光纤化和达到连通性计划的目标。

Johnchew USELESS , Bird Brain

Koey , 我支持您 。
沒腦一般 如鸟仔腦

What's status will be on tomorrow Netx opening :
- drop
- stay on 2 cent
- further uptrend

Netx Leader also gone and suspended

Where is Calvintaneng ????
After PP declared so quiet ......
Any advise

Where is i3 Princess 4 comments ????

【5G Related】Another Telco Tower Benefits from 5G – ROHAS TECNIC BHD

Author: ThemePlay Publish date:  Thu, 17 Oct 2019, 2:18 PM

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Malaysia is going to deploy 5G network commercially nationwide. They need to have access to lots of locations. So, if we build 5G in the traditional way - big towers and all, I think it’s just going to be very expensive because we need far too many of them.

Few companies will be beneficiary from National Fiberisation and Connectivity Plan (NFCP) when 5G going to deploy. I noticed one of the laggards which were Rohas Tecnic Bhd, especially in price action. OCK, Redtone already moved up due to recent positive sentiments on the 5G related stock theme.

One of the solutions is Chinese telecoms infrastructure firm China Tower plans to speed up the construction of 5G networks and keep costs down by making use of electric power companies’ transmission towers. Rohas currently owns experience of constructing more than 4,700km of power transmission grids and over 500km of fittings and accessories supplied domestically and regionally. They are the only Malaysian company who had 3,000km experience in installing OPGW and ADSS under live-line conditions. Can Rohas benefit from this core competence?

Rohas is a Malaysia-based utility infrastructure investment holding company. On March 8, 2017, Rohas Tecnic Berhad acquired REI Group, consisting of Rohas-Euco Industries, its subsidiaries and associated companies. REI Group’s core business is in steel tower fabrication for transmission grids and telecommunications; comprising full in-house engineering design, manufacturing assets and construction capabilities.

Sarawak state is dishing out awards to construct 300 telco towers this year with a total cost (including EPCC and tower costs) of RM1 billion. It is expected to be divided into four work packages and Rohas is confident to secure telco tower orders from three work package contractors. At the same time, Rohas is also trying to bid for EPCC contracts for those packages.

The recent acquisition of Global Tower Corp in Cambodia opens up opportunities for them to undertake EPCC contract to construct telco towers and to own telco tower assets. Data traffic growth for 4G is expected to increase steadily at a compound annual growth rate of 13.8% for the next 10 years and hence, this acquisition enables Rohas to ride on the positive trend.

★电讯

政府日前同意耗资216亿令吉落实的“国家光纤化与连接计划”（NFCP），预料将为我国电讯领域的发展助力。

该计划为期5年（2019-2023），旨在提供可持续、全面、高质量和价格合理的数码链接，同时为5G在内的新技术的使用提供有利环境。

副首相拿督斯里旺阿兹莎日前指出，该216亿令吉中的100亿至110亿令吉经费将通过普及服务供应基金拨出，其余的经费由通讯服务供应商提供，以建立光纤网络与通讯发射站。

THIS ROUND TELEKOM WILL BE GIVEN A MANDATE FOR FIBERISATION OF RM10.8 BILLIONS

LOTS AND LOTS OF OPTIC FIBERS WILL BE NEEDED FROM OPCOM THE SOLE LISTED MANUFACTURER OF OPTIC FIBER CABLES IN MALAYSIA

AND TELEKOM WILL EMPLOY NETX TO INSTALL ALL NEW FIBER OPTIC INFRAR AS NETX IS KNOWN TO BE THE SPECIALIST IN DIGITAL INFRAR INSTALLATION

总结 , 正在往上衝 。

Prince 4 回光返照
请你别时常说 负能量 的话 , 如你真的要救這里的 投资者 , 就供给一些好的资訊 而不是在说些 指哭骂桑的话题 。
感恩

1st resistance on 0.09

Technical chart still strongly to buy in at this moment

- 1st target 0.09
- Money flow in to upward

Lambo
Uptrend chart , breaking the bottom line

Rebounds as Technical Chart

Lambo technical chart showing Uptrend way , is time to buy in .

Coming soon . May be announcement for taking over by ........

TP 1st target 1.02 , 2nd 1.20 .......

If te investor facing confidence to te company , better withdraw from te game . Must do some homework ......

Wishing all te followers will achieve te 1st target price 0.35 . Cheers.......

# Crawler , i agreeded what u say . Actually this counter about 2 weeks ago alody cummulative volume for this time uptrenh ........

alody in 2 months ago ..... just waiting for timing only .... ha ha ha

# Iwalk .... so , any comment !