3 people like this.

16 comment(s). Last comment by Goldberg 1 month ago

Wizman

58 posts

Posted by Wizman > 1 month ago | Report Abuse

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....

calvintaneng

55,000 posts

Posted by calvintaneng > 1 month ago | Report Abuse

🙏 Thank you bro Wizman

God bless and prosper you richly

johnny cash

6,400 posts

Posted by johnny cash > 1 month ago | Report Abuse

@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

calvintaneng

55,000 posts

Posted by calvintaneng > 1 month ago | Report Abuse

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

johnny cash

6,400 posts

Posted by johnny cash > 1 month ago | Report Abuse

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

calvintaneng

55,000 posts

Posted by calvintaneng > 1 month ago | Report Abuse

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

johnny cash

6,400 posts

Posted by johnny cash > 1 month ago | Report Abuse

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

calvintaneng

55,000 posts

Posted by calvintaneng > 1 month ago | Report Abuse

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.

calvintaneng

55,000 posts

Posted by calvintaneng > 1 month ago | Report Abuse

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

OrlandoWeb3AI

4,878 posts

Posted by OrlandoWeb3AI > 1 month ago | Report Abuse



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

OrlandoWeb3AI

4,878 posts

Posted by OrlandoWeb3AI > 1 month ago | Report Abuse

Lighting cigarette with a 100 note

calvintaneng

55,000 posts

Posted by calvintaneng > 1 month ago | Report Abuse

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?

calvintaneng

55,000 posts

Posted by calvintaneng > 1 month ago | Report Abuse

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?

Goldberg

2,848 posts

Posted by Goldberg > 1 month ago | Report Abuse

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.

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