Posted by calvintaneng > 2019-12-10 14:27 | Report Abuse

Telekom also tendering out fiber optic jobs since Nov 1

Results will be out in Jan 2020

Nfcp phase 1 will roll out in Jan 2020 as well

Nfcp phase 2 will come by March 2020

Posted by calvintaneng > 2019-12-10 14:35 | Report Abuse

Total for Nfcp is Rm50. 3 billions

THE breakdown

1. Rm10. 8 billions will come thru Telekom award for fiber purchase and installers

2. Rm10. 8 billions will come thru other telcos

3. Rm28. 7 billions will come thru Govt for USP

Total is Rm50. 3 billions for next 5 years

So expect digital upstream stocks to go hand in hand & side by side running in the bull run time for

2019
2020
2021
2022
2023

Don't simply sell for small profits

Keep holding firmly as long as you can for maximum upside

Kindest regards

Calvin
Singapore

Internet is the 4th Industrial Revolution

Calvin's home in Spore has 2 very high speed lines

Singtel
Starhub

Twice or thrice the speed in Malaysia

Posted by johnny cash > 2019-12-10 17:07 | Report Abuse

very nice article by calvin, thanks calvin

Posted by calvintaneng > 2019-12-10 17:20 | Report Abuse

Thank you Johnny Cash the country singer

Posted by calvintaneng > 2019-12-10 19:36 | Report Abuse

"The big money is not in the buying and the selling, but in the waiting."
Charlie Munger quotes.

NFCP IS A 5 YEAR BULL RUN

Posted by Red Tulip > 2019-12-10 19:45 | Report Abuse

Thanks for sharing, Calvin.

Posted by calvintaneng > 2019-12-10 19:57 | Report Abuse

Red Tulip Thanks for sharing, Calvin.
10/12/2019 7:45 PM

You are welcome Red Tulip

These are some great books to read

1) THE INTELLIGENT INVESTOR By Ben Graham

2) ON UP ON WALL STREET

3) BEATING THE STREET

No. 2 & 3 by Peter Lynch

Posted by Gem Seeker > 2019-12-10 20:44 | Report Abuse

Thanks for the summaries Calvin.
You deserve a thumb up

Posted by cat lim > 2019-12-10 20:52 | Report Abuse

lol. but netx get nothing

Posted by Ckk2266 > 2019-12-11 06:44 | Report Abuse

Sifu Calvin, would you recommend downstream companies that would benefit NFCP1 & NFCP2 ? TQ

Posted by Red Tulip > 2019-12-11 08:47 | Report Abuse

Thanks for your book recommendations, Calvin. Will head on to Big Bad Wolf this weekend to see if they have any of these books.

Posted by lextcs > 2019-12-11 08:50 | Report Abuse

morning netxizens….. yes NFCP is coming in waves...but and really butt....these kompanies are all in the dark.

Posted by lextcs > 2019-12-11 08:52 | Report Abuse

prestariang will be involved for sure eventhough they sued the gomen….

Posted by lextcs > 2019-12-11 10:57 | Report Abuse

netx will get 'netx' to nothing?

Posted by calvintaneng > 2019-12-11 11:05 | Report Abuse

Posted by Gem Seeker > Dec 10, 2019 8:44 PM | Report Abuse

Thanks for the summaries Calvin.
You deserve a thumb up

BIG THANK YOU FROM CALVIN

Posted by calvintaneng > 2019-12-11 11:13 | Report Abuse

Posted by Ckk2266 > Dec 11, 2019 6:44 AM | Report Abuse

Sifu Calvin, would you recommend downstream companies that would benefit NFCP1 & NFCP2 ? TQ

THERE ARE MORE THAN 30 DOWNSTREAM

Too many to list here

All Telcos are downstream

TM, DIGI, MAXIS, UMOBILE, CELCOM & OTHERS USER OF FIBER FOR BUSINESS

All Paper packaging companies due to rise of E-Commerce

Muda, Master pack, PPHB & Ornapaper

BUT THESE ONES ALREADY RUN UP TOO HIGH TO CHASE NOW

All logistics depending on delivery of goods to last mile

Complete logistic, GDExpress, POS, Century Logistic, Tiong Nam

All Computer products manufacturer & sales

VSTec (See Calvin post ) And many others

Many many more like Dnex, Omesti, Netx (Netx into Downstream E-Pay & Block chain)

Posted by Sales > 2019-12-11 17:59 | Report Abuse

Calvin thumb up! Yahwei Shalom!

Posted by calvintaneng > 2019-12-12 11:52 | Report Abuse

Stage No. 1. PermaFrost

Snow that is frozen for 2 or more years are called permafrost

perma - as in perma-nent

frost - be freezed over

This is the stage of a really dead stock that no research house will bother. Not a single soul is interested. The exception must be the only one in ten thousand who dare to buy any.

Stage No. 2. Thawing

Frozen Solid Ice starts to thaw or soften a little

A very slight passing glance by some value investors or deep value hunters. Only the very brave who SEE VALUE Will dare to buy some.

Stage No. 3 ICE Now Turning to Cold Water.

Some brave souls dare to venture in. Of course it's cold. Every where people pour scorn and cold water on the stock. Very few pay any attention. Remarks are usually negative. From Remisiers, fund managers, one and all. Same conclusion - the stock is not in their investment radar. So most reject it..

Stage 4. Cold Water no longer cold. It is now at room temperature.

Ha! there is a little attention paid by value investor. For the rest it is neither cold nor hot. So lukewarm response. No longer negative like before. But not positive either. A few hopeful investor starts to accumulate.



Stage 5 Water starts to boil

Ha! the heat or fire cause the water to stir a little now. There is warm and movement.

Company reports a good quarter. Or some great contract awarded - real or assumed. Some by merger news. Some favourable factors due to ringgit crash and strong US Dollar translating into higher profits. Or cheap oil benefiting rubber glove, logistic stock like transport or airline. There is now a stir in the stock.

Newspapers, analysts, experts, punters and all are paying attention now. More people talk about it in internet forum and even the media reports it.

Buyers are coming in and there is a great stir at last. Things are now coming alive. Prices moving upward. Many are making monies.



Stage 6. Boiling Water Turning Very Hot in the kettle. The water now churning in violent waves in the pot or kettle with steaming hot movements.

At long last the stock is very hot. Post after post by i3 forum member. All are universally drawn and sucked in. Like insects flying into bornfire at night there is a red hot wild attraction. As more people telling how they made killings in the stock market even more and more people are drawn into the red hot hot stock.

Those who made money early are now piling more and more monies into the red hot stock. Some even go into margin account to buy more.

Prices leap up to the cheers of all and sundry. Everyone is so happy. Happy in a sure winner. Emotion is now flying high. Any opposing view is slammed down in a frenzy. Reason is now overtaken by exuberance.



Stage No. 7. Hot Steam Rises Up The Sky As Hot Air To Form Cloud

All are now in cloud nine. Naysayers are condemned and proven wrong. The sky is the limit for the price. Can now fly to the moon or mars. More monies piled in. More suckers drawn in by greed.

This is the happiest time for all. But throwing all caution to the wind this is also now the most dangerous time to hold or buy more.

In Bursa every day the hot stock is traded in top 10 volumes

In internet forum this is the stock conversation revolves around day and night. Media reports it and tell why it should go even higher. Experts suddenly appear to tell you this time is different. The sky is the limit. Or the sky is not limit. It should fly to outer space.




THE ABOVE WILL BE A BLU PRINT FOR ALL CYCLICAL & TURNAROUND STOCKS

NETX & OPCOM ARE NOW GOING IN UP CYCLE

BEST IS TO ENTER AT STAGE ONE TO THREE (NETX AT 1 SEN TO 2 SEN)

AT STAGE FOUR NETX WILL BE 2.5 SEN TO 3 SEN

AT STAGE FIVE NETX WILL REACH 4 SEN TO 5 SEN

STAGE SIX IS WHEN 3iii, JChew, Wongws, fireball, cat lim, 500bilis & others leave in shame and confusion. NETX NOW REACHED 6 SEN TO 8 SEN

STAGE SEVEN

ALL NEWSPAPERS, ALL EXPERTS, ALL SUPER SUPER GURU & INVESTORS HAVE APPEARED & TELL YOU HOW CLEVER THEY PICKED THESE NFCP STOCKS CHUN CHUN

AND THE SKY IS THE LIMIT

NETX SHOT PAST 15 SEN TO 30 SEN!!


BULL MARKET ENDS IN A FINAL NUCLEAR BLAST

NETX ZOOOOOOOOOM TO 50 SEN AND REACHING RM1.00 SOON?

By then Calvin and friends are out

FOR NOW JUST BUY UP ALL CHEAP CHEAP NETX SHARES

WE ARE STILL AT PERMA FROST STAGE

Regards

Calvin