Posted by calvintaneng > 2021-10-13 12:47 | Report Abuse

Netx will benefit in downstream application

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-09-18-story-h1571612482-NETX_TOP_10_REAONS_WHY_IT_IS_GOOD_Reposted_by_Calvin_Tan_Research_from_.jsp

Posted by PotentialStock > 2021-10-13 22:17 | Report Abuse

Any relation NETX to 5G Tower ?

Posted by calvintaneng > 2021-10-14 01:49 | Report Abuse

PotentialStock Any relation NETX to 5G Tower ?
13/10/2021 10:17 PM

Not directly but indirectly just like Opcom. According to Opcom Ceo Encik Yusree Opcom does not bit for Telco Tower as they only Supply Optic Fibers to Telco Tower Builders (Example like Cement suppliers do not tender for construction jobs)

Binacom & Sacofa (mainly for Pan Borneo, Sarawak), Redtone (mostly rural) are builders of Telco Towers
Rohas is most for Electricity (less fiber optic) & Opcom none directly but at highest pure upstream optic fiber maker.
Netx is the opposite of Opcom (utmost downstream application)

And these were highlights of those times when NFCP Theme were in vogue


Further comments:

Rohas not so much into Optic Fiber Telco Tower but Electricity Tower mostly. Opcom is the supplier of Fiber optics as well as Huawei which undercut Opcom prices (hopefully now no more), Netx is downstream
See https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2019-09-26-story-h1479298787-THE_FACTS_AND_FIGURES_FOR_NATIONWIDE_FIBERISATION_INTERNET_PENETRATION_.jsp

Posted by PotentialStock > 2021-10-14 10:57 | Report Abuse

According to Rohas Tecnic CEO Leong Wai Yuan, the company’s fabrication plants in Bentong, Pahang, are busy fulfilling its contracts for telecommunication towers for Sarawak.

Posted by bullishhalali > 2021-10-14 21:21 | Report Abuse

How about mestron?

Posted by calvintaneng > 2021-10-14 21:23 | Report Abuse

Mestron too late now

Tail end of Nfcp bull

Profit taking also in Opcom now chased too high

Go for Palm Oil as next Bull Starting

Posted by PotentialStock > 2021-10-14 21:42 | Report Abuse

Although MESTRON has some business involve in telecomunicationMestron, but the business more on street pole, u may check their Website. Besides, Mestorn is too diversify, Mestron involves in vaccine and Biogas business too.

http://www.mestron.com.my/projects/

Posted by PotentialStock > 2021-10-14 21:43 | Report Abuse

Plantation is good business, but there are some issues need to settle, u may read the Mandarin article below:

https://www.sharix.my/hosay-finance-article-78/

Posted by bullishhalali > 2021-10-14 21:54 | Report Abuse

What did u mean by too late now? Tail end of nfcp bull? Sory, i just dont understand

Posted by calvintaneng > 2021-10-14 23:26 | Report Abuse

Tail end means prices already go from low to peak like Opcom up from 50 sen to over Rm1.70 & now at tail end coming down

Better buy Oil Palm as it will go up soon

Posted by PotentialStock > 2021-10-16 10:30 | Report Abuse

Beside buying Palm oil company, you also can diversify your portfolio to above 5G Telco company, government will continue to develope 5G industry in this 5 years

Posted by PotentialStock > 2021-10-27 12:54 | Report Abuse

Today all up, follow EP, all accurate ^^