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13 comment(s). Last comment by paulthesotong 1 day ago

calvintaneng

54,132 posts

Posted by calvintaneng > 4 days ago | Report Abuse

TRANSGRID VENTURE = "TREMENDOUS GRIP" ON TNB PROJECTS

calvintaneng

54,132 posts

Posted by calvintaneng > 3 days ago | Report Abuse

Transgrid Ventures track record of securing Tnb projects are unparalleled as it even secured building Power Station for Menara 118 the tallest building in Malaysia

Goldberg

2,785 posts

Posted by Goldberg > 3 days ago | Report Abuse

Bro Calvin - THETA EDGE has the Edge

TELECOMMUNICATION ENGINEERING
SERVICES & CIVIL WORKS

Telecommunication networks are the arteries through which information flows, businesses thrive, and communities flourish. It’s not as simple as erecting towers and laying cables; it’s about weaving a network fabric that connects people, places, and possibilities. With this understanding, we craft tailored solutions that seamlessly blend engineering innovation with civil construction.

With Theta as your partner, you’re pioneering the connectivity of tomorrow. Step into our realm of possibilities and be captivated by our visionary approach to your telecommunication infrastructure needs.

Telecommunication Structure (Towers & Poles)
Technical Site Survey & Design
Civil, Mechanical & Electrical (CME) Works
Telecom Installation – RAN & Microwave
Radio Frequency & Network Optimisation
Outside Plant (OSP) Fibre
Broadband Fiberisation (BBF)

calvintaneng

54,132 posts

Posted by calvintaneng > 3 days ago | Report Abuse

Goldberg

good morning

Calvin happy to see you changed your mind and bought Jcy
Good move indeed

now Calvin had bought and sold Theta before and have studied this company

I think don't waste time with Theta as it got no catalysts and too many competitors

it is also selling far above NTA and no margin of safety plus also still no real earnings

see

https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3452535


Goldberg

2,785 posts

Posted by Goldberg > 3 days ago | Report Abuse

Thanks Bro Calvin for your feedback.

calvintaneng

54,132 posts

Posted by calvintaneng > 3 days ago | Report Abuse

In science we study that things can only move

"According Newtonian Law of Motion"

an object will remain motionless unless an outside Force act upon it

the reason why Jcy, Notion and Dufu are moving is due to Ai and mushrooming of Data Center not just in Malaysia but by unison of World wide increase of Data Centers right now

same goes for Hexcap as two powerful forces are acting together

1. Tnb Rm90 BILLIONS JOB AWARD FOR POWER which will power up Transgrid Ventures

2. Accelerated demand for optic fibers by New Data Centers

calvintaneng

54,132 posts

Posted by calvintaneng > 3 days ago | Report Abuse

TNB Rm90 Billions for new Power Grid jobs very big sum

about 3/4 of Hsr which was cancelled due to high cost of Rm120 Billions

But Tnb got lots of earnings Locked in by all the New DC centers which demand lots more electricity

see hsr
https://www.nst.com.my/business/corporate/2024/02/1016228/analysts-question-viability-kl-singapore-hsr-project-rm120bil


and there are many players to share the pie in Hsr

for Tnb Rm90 Billions project there are only a very limited players in power epcc

And since Transgrid Ventures is a major player it will reap a lion share

Posted by investor2021trading > 3 days ago | Report Abuse

Immigration 1b offer for NIISe is a far cry from TNB Rm90b for new Power Grid jobs.

Goldberg

2,785 posts

Posted by Goldberg > 3 days ago | Report Abuse

CLOUD & DATA CENTRE MODERNISATION- THETA EDGE

The landscape of technology is in a perpetual state of flux, and businesses are faced with the dual challenge of maintaining legacy systems while embracing the innovations that beckon from the horizon. Theta’s Cloud & Data Centre Modernisation service isn’t just a simple migration; it’s about reimagining your entire technology ecosystem.

Upcycle tech and ascend to the cloud, where limitless possibilities await. Overcome tech limitations and unlock the full potential of cloud & data modernisation to propel your organisation to new heights.

-Cloud Transformation
-Digital Asset Management
-Artificial Intelligence (AI) & Analytics


https://theta-edge.com/what-we-do/cloud-data-centre-modernisation

calvintaneng

54,132 posts

Posted by calvintaneng > 1 day ago | Report Abuse

investor2021trading got a point there .

immigration job for NIISe only a mere Rm1 billions project

Tnb capex is Rm90 Billions

people are still ignorant of Hexcap's potential

calvintaneng

54,132 posts

Posted by calvintaneng > 1 day ago | Report Abuse

Nvidia pricey but do you know Nvidia"s profit margin ?

for every one dollar sale Nvidia is getting a world record profit margin of 74%

I got a friend in Johor distributing Redbull drink

his profit margin was 6% and then it was cut to 3%
he said he got rent, wages and overhead cost and 3% profit margin is just not worth doing

so he closed his shop and retired

as DC Center theme play are mostly in Billions investment and also Tnb capex is Rm90 Billions there will be good profit margin cover

Goldberg

2,785 posts

Posted by Goldberg > 1 day ago | Report Abuse

TNB Jobs in the offing for THETA EDGE?

The Board of Directors of the Company wishes to update that Theta Edge had appointed KEC INTL and KEC Malaysia as the principal / technical partner for TNB Vendor Pre-Qualification Assessment for Contractor for the Grid Project for "Pre-Q Substation, Pre-Q Overhead Lines & Pre-Q Underground Cables" for Tenaga Nasional Berhad.


The Pre-Q assessment was submitted in April 2024, and the 1st Technical Clarification was submitted in May 2024.


The Company will make the appropriate announcement if there is any material development.

This announcement is dated 30 May 2024.

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