5g stock rise coming.

after gloves meteoric rise now is turn for energy stock.

for existing 2300MHz and 2600MHz, the MCMC is also open for existing LTE bands to be used for 5G. In China, 2600MHz is currently assigned to China Mobile for 5G and it is possible for existing telcos in Malaysia to do the same.

Redtone have the advantage as it own one of the spectrum.
https://www.soyacincau.com/2020/01/06/why-5g-spectrum-band-malaysia-assigned-consortium/

In Malaysia, we are still lacking in fibre infrastructure and it is estimated that only 40% of mobile towers in the country are fiberised. In order to roll out 5G, we would need more fibre-connected towers or else the implementation will be compromised like the current state of 4G. Individual licensees may not have the financial means to invest in fibre. As a result, in some areas, you could get full bars on 4G but the connectivity is slow if it’s using microwave access.
https://www.soyacincau.com/2020/01/06/why-5g-spectrum-band-malaysia-assigned-consortium/

https://panjiva.com/Unigel-Compounds-Sdn-Bhd/71097169

Unigel compounds is doing well from the shipment data. Probably 50% revenue this qr will from the Unigel.

Opcom cables is top 20 fiber company in global market.
Top listed Manufacturers for Global Fiber Optic Cables Market Are:

Prysmian
LS
Corning
HTGD
ZTT
Furukawa
FiberHome
Sumitomo
Fujikura
YOFC
CCSI
HBC Telecom
Futong
VNPT
BELDEN
Jembo
Taihan
Thai China Fiber Optics
OPCOM
Supreme Cable
SACOM
Viettel

Worldwide now is building 5g digital infrastructure. Leading in the race, China, US, South korea. Sweden.and including Msia. The usage of fiber cables will very high in building the infrastructure.
Opcom is global name might gain some market share in fiber cables due to latest 5g development..

Hope a better qr result for opcom .

https://www.klsescreener.com/v2/news/view/682001/axiata-to-pick-vendors-to-roll-out-5g-services

From the latest news,US is planning to ban Huaweri from manufacturing telecom chips using the Us technology. It can't be sure Huawei can continues to supply 5g equipments to Axiata . The price factor affect the initial Axiata decision to choose Huaiwei but risk of not getting supply of Huawei equipment is very high. I think the Ericsson offers better solution and stability as it 5g equipment are accepted worldwide.

Msia Smart city framework.
https://www.kpkt.gov.my/resources/index/user_1/GALERI/PDF_PENERBITAN/FRAMEWORK/FRAMEWORK_SMART_CITY_EXECUTIVE_SUMMARY.pdf

Vincent tan & co.acquired 34m redtone shares since 12 Mar. Director are confident of the redtone profit and revenue.

5:19PM REDTONE GATEWAY BENEFIT SDN. BHD. (16,132,000 units Acquired)

5:19PM REDTONE BERJAYA PHILIPPINES INC (16,132,000 units Acquired)

5:19PM REDTONE TERAS MEWAH SDN. BHD. (16,132,000 units Acquired)

5:19PM REDTONE BERJAYA LAND BERHAD (16,132,000 units Acquired)

5:16PM REDTONE MAGNA MAHSURI SDN. BHD. (16,132,000 units Acquired)

5:16PM REDTONE BERJAYA SPORTS TOTO (CAYMAN) LIMITED (16,132,000 units Acquired)

5:16PM REDTONE BERJAYA SPORTS TOTO BERHAD (16,132,000 units Acquired)

5:16PM REDTONE BERJAYA LOTTERY MANAGEMENT (HK) LIMITED (16,132,000 units Acquired)

5:10PM REDTONE JUARA SEJATI SDN. BHD. (18,051,780 units Transacted)

5:10PM REDTONE BERJAYA GROUP BERHAD (18,051,780 units Transacted)

5:09PM REDTONE VINCENT TAN CHEE YIOUN (18,051,780 units Transacted)

5:09PM REDTONE BERJAYA CORPORATION BERHAD (18,051,780 units Transacted)

directors are buying next week.
Shares price low. 0.43-0.49. Hope it breakout 0.50.

MYEG Capital is the venture investment arm of MYEG. Besides investments in AR/VR/AI space, its portfolio includes a diverse variety of technology businesses including FashionValet, Agmo Studio, and Stampede Solutions.

MYEG Capital is investing US$2.23 million (15 million yuan; RM9.1 million) in HiScene.
AR glasses/5g./HiScene.
https://www.youtube.com/watch?v=o7JGdTqnRFM

Myeg will worth at least 5 when these high tech products and software are launch. These products and software are best be deployed together with 5g.

Always confident to boss TS Wong. After this June contract renewal,
GST will be revived by PN.
Stay tuned.

BIMB Securities also noted MyEG has bid for two government projects namely the Visa Luar Negara (VLN) and National Integrated Immigration System with the awarding of the contracts expected to be announced in the first quarter of 2020.

https://themalaysianreserve.com/2020/02/13/myeg-remains-a-contender-in-e-govt-licence-contracts/

Najib pushes for GST.

https://www.freemalaysiatoday.com/category/nation/2020/05/21/najib-again-pushes-for-gst-but-says-people-must-understand-issue-first/

Should be best quarter result. Go go supermax 6.

When crude oil was negative price, Carimin still at 0.50-0.60 ct

Now at crude oil is above 32 dollar, Carimin rises above 0.70 ct.

After June 1, most of economy of world will open, there will great demand in crude oil. The future crude oil price will rising at tremendous pace due to Opec +Russia cut production. The oil bull are back.

Mabel, you can download the Maybank apks.and still trade.

Still have May contract? Already dealing in June contract.

Given the technical similarities between 2300MHz (TDD) and 2600MHz (TDD) spectrum, there are
regulators which have considered them as a joint TDD block. For example, the IMDA in Singapore
imposed a TDD spectrum cap applicable to total spectrum across both the 2300MHz (TDD) and
2600MHz (TDD) bands in the 2016/17 spectrum action.14
► While the 2300/2600MHz (TDD) bands are suitable for 4G use today, they have been earmarked
as potential bands for initial 5G deployment
While the 2300MHz (TDD) and 2600MHz (TDD) bands have been deployed for 4G in selected markets
globally, they have also been included in the initial 5G specifications published by 3GPP. As such,development of 5G-capable network equipment and end-user devices that support these bands is expected.
In particular, the use of 2300MHz (TDD) and 2600MHz (TDD) specifically for 5G has been mooted by leading industry players. For example, leading network equipment vendor Huawei stated in 2019 that“TDD 2.6GHz/2.3GHz is the global golden spectrum of 5G”. As such, the development of 5G-capable
devices with support for 2300MHz (TDD) and 2600MHz (TDD) is likely to accelerate.

Redtone have great potential in 5g deployment and already have right to use the spectrum.

3 companies which has spectrum in the 2300MHz and 2600MHz bands does not have any commercial mobile network despite obtaining right to these spectrum a couple years ago. The 3 companies are Redtone, Altel (Puncak Semangat), AsiaSpace. With the latest announcement, these 3 companies will be able to retain their spectrum until 2021.

Why is redtone not use spectrum above allocated for mobile network?

https://www.klsescreener.com/v2/news/view/671847/5g-mobile-to-be-the-next-revenue-growth-area-for-tm

5g will be next revenue growth for TM and Opcom.

NFCP 5 aims to upgrade users that are still stuck with slower copper-based broadband. This project will involve upgrading of 377,360 copper broadband users, which are predominantly on Streamyx, to faster fibre broadband connectivity. NFCP 5 is expected to start in Q1 2020 and it will be executed by Telekom Malaysia with its own contribution as provided in the Communications and Multimedia (Universal Service Provision) Regulations 2002.

Opcom will benefits from NFCP5.

Short selling temporary suspension extended to 30/6.

https://www.klsescreener.com/v2/news/view/670345/sc-and-bursa-extend-temporary-short-selling-suspension-amid-covid-19-volatility

22/04/2020 REQUEST FOR INFORMATION (RFI) FOR ENHANCED REQUIREMENT FIBER OPTIC CABLE Eng
22/04/2020 AMENDMEND NO.2 :TENDER FOR THE SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, SUPPORT SERVICES AND MAINTENANCE OF FIBER OPTIC MONITORING SYSTEM (FOMS) FOR TELEKOM MALAYSIA BERHAD

https://www.thestar.com.my/opinion/letters/2020/03/30/mass-testing-the-best-weapon-against-covid-19

Missile attack on Saudi Arabia. Price going up soon.

Posted by newbiesPG > Mar 27, 2020 5:50 PM | Report Abuse

the RTK that MOH is bout approve is from Korea.. test base Antigen instead of Myeg - test on Antibody.

Myeg RTK is test actually combination antibodies and antigen to give test result on the test strip.


Myeg RTK.
To “fish” for COVID-19 specific IgM and/or IgG antibodies, these rapid test kits use selected parts of the COVID-19 capsule proteins as antigens – bait – which are combined with colloidal gold as a marker.

When you drop a blood sample, COVID-19 antibodies (if present in the blood) will be “attracted” to the “bait” – the COVID-19 capsule proteins in the rapid test.

The antibodies will combine with the antigens, forming a visible, coloured compound which will appear as a red / burgundy line in the test strip.

only up.

without idss player, only up.

whole world is trying to get reagent for covid 19 test. Moh must be crazy depending solely on ptr pcr method of testing.
In some states already not doing any testing as the reagent is not available.,
The actual new cases is very much higher if all the test is conducted in all the states.

https://www.nst.com.my/news/nation/2020/03/578221/no-covid-19-cases-sabah-yesterday-confirmation-tests-unavailable

Malaysia DG said the rapid test kit of no use but Indonesia health minister said otherwise. They are importing 150k of China rapid test kit covid19 to do early screening on their peoples.
They targeted to import 1 m of this rapid test kit.

https://nasional.tempo.co/read/1322652/yurianto-150-ribu-rapid-test-kit-dari-cina-tiba-di-indonesia/full&view=ok

big increase in revenue. Now Myeg can sell the covid rapid test kit to US.

Myeg covid19 rapid test kit obtained US FDA authorisation.

https://twitter.com/myegclub?lang=en

Indonesia already using the "rapid test kit" for covid19 while the MOH is still sleeping and label the myeg test kit as faked.


Indonesian President Joko Widodo said, via his official presidential website www.presiden.go.id today that the country would implement house-to-house “rapid tests” from this evening in the south Jakarta area.

The rapid test is meant as an early screening to see if a person has any symptoms of Covid-19.

https://www.freemalaysiatoday.com/category/highlight/2020/03/20/32-dead-of-covid-19-in-indonesia-600000-at-risk/

https://www.klsescreener.com/v2/news/view/654364/brokers-call-for-suspension-of-short-selling
Bursa update the upstick rule, IDSS only allow when the share is rising.

The Uptick Rule generally states that short selling can be done only when the order price is at a prevailing best asking/selling price or higher. Specifically, traders cannot short-sell stocks and buy them back later for a profit.

https://www.klsescreener.com/v2/news/view/653952/stockbrokers-urge-putrajaya-to-suspend-trading-of-bursa-malaysia-securities

Idss suspended. >15%

Private lab test for covid19 cost RM1300 in Malaysia. If myeg rapid test kit only cost e.g RM200, 100k go for testing, already 20m revenue. Expect big increase revenue. Rocket up.

https://www.klsescreener.com/v2/announcements/view/3128094

myeg come out test kit for covid19.

Arun Bansal
Senior Vice President and Head of Market Area Europe & Latin America (since 2017)

Board Member: OPCOM Cables Sdn Bhd, Malaysia.
Senior VP of Ericsson is board member of Opcom cables sdn bhd.

https://www.ericsson.com/en/about-us/corporate-governance/management.

All fiber optics cables business will go Opcom cables.
Sk Telecom select Ericsson for their 5g packet core.
https://techblog.comsoc.org/2019/11/28/sk-telecom-selects-ericsson-5g-packet-core-3gpp-release-16-5gc/

https://www.malaymail.com/news/malaysia/2020/03/11/muhyiddin-says-will-study-calls-to-bring-back-gst/1845352

https://www.thestar.com.my/news/nation/2020/03/08/muhyiddin-seeking-to-meet-dr-m-to-unite-party
Mukhriz might get offer as senior minister. Opcom up up up. soon.

5g need more fiber. A lots of it.
5G wireless will depend on the availability of wireline fiber
https://www.ciena.com/insights/articles/5G-wireless-needs-fiber-and-lots-of-it_prx.html

Opcom through its subsidiary Unigel Uk supply an important thixotropic gel for global fiber industries.
With 5g transition globally, production of fiber cables will ramp up as more fiber cables are needed in the building 5g infrastructure globally.. It mean more sales of thixotropic gel.
As this cable gel is source from its own subsidiary, the cost is cheaper to produce the fiber cables.
http://www.unigel.co.uk/about-us/

WHO calls on industry and governments to increase manufacturing by 40 per cent to meet rising global demand.
2020 estimated gloves usage per year 330 billion.
40% increase -132 billion per year.
2020 new estimate 462 billion gloves per year. (COVID-19)

I think the management is confident to seal deal of Towerco divestment soon. Potential IPO offering between 2021 and 2022 according RHB research.

2 company directors acquired 2.7m shares. Boost market confidence.

Just wait for few more days, I am confident Mukhrix will receive the offer.
No more vote of confidence..

Muhiddin might offer Mukhriz as DPM n finance Minister. Tun M might u turn again.

gst back?