Posted by kcfan > 2012-07-01 15:50 | Report Abuse

Expert on the shares: holding 11.3 billion contract broadband industry expansion boom in OPCOM
News Finance 2010-12-20 18:29
OPCOM Holdings (OPCOM, 0035, GEM) is a leading manufacturer of China's optical fiber, at the same time also the number of network engineering, network backbone provider, the company can directly benefit from the existing domestic broadband expansion and upgrade project.
Value of 11.3 billion ringgit a 10-year high-speed broadband plan is believed to be the main driving force of the company's business.
The company's four business skeleton cable, loose tube cable, indoor cable and cable assembly.
As of September 2010, the company's net cash of 56 million ringgit, or 44 cents per share, in the second quarter of 2011 net profit of 5.1 million ringgit, which is the highest level in the past 10 quarters.
In the 2011 fiscal year, the first quarter and second quarter, OPCOM Holdings issued a quarterly dividend of 1.5 cents, if the company to continue to issue a dividend of 1.5 cents in the third quarter and fourth quarter, issued by the company's full-year dividend Total is $ 0.06, or equal to 8.1% dividend yield.
Apart from the company's net cash, the company's PE ratio is only 2.8 times, our three-month target price is 90 cents.

Posted by kcfan > 2012-07-01 15:52 | Report Abuse

By the Telekom fiber-optic cable service contracts OPCOM Holdings rose 30%
News Finance 2009-04-23 18:11
(Kuala Lumpur, 23 Bernama) - Telekom Malaysia (TM, 4863, Main Board of Trade and service shares) fiber-optic cable service contracts, OPCOM Holdings (OPCOM, 0035, Mesdaq) shares today are motivated, wrote a 30 percent increase.
OPCOM Holdings announced yesterday, Telekom issued a KLCI 300 million to 59 million ringgit contract, which provides for the fiber-optic cable service supply, delivery, training and support services. Is expected that this two-year contract, will be the company's earnings and net tangible assets, and bring a positive contribution.

Posted by kcfan > 2012-07-01 15:56 | Report Abuse

GEM dividend good
Although the capital of the GEM than the motherboard comes little, but some companies in 2011 can still hand in dazzling transcripts, or even pay a dividend to reward shareholders.
Listed in August 2010, the Long March Holdings (SCC, 0158, GEM), is the champion of the 2011 GEM dividend king announced the payment of a dividend of 6.50 cents. The fiscal year ended December 31, 2011, the company achieved 5.204 million ringgit net profit of RM 35.624 million turnover.
The runner-up position from the semiconductor field of LNG resources (LNGRes, 0025, GEM) in the fourth quarter dividend of 2 cents, accumulated throughout the year up to 3 cents; runner-up Al software (ELSoft, 0 090, GEM) won the single quarter and full year dividend payments were 1 cents and 2 cents.
One OPCOM Holdings (OPCOM, 0 035, GEM) most recent quarterly dividend payments, the cumulative first three quarters of the group has distributed a dividend of 24.5 cents per share, the GEM companies to distribute the highest dividend.

Posted by kcfan > 2012-07-01 15:59 | Report Abuse

Contract gap 82 million OPCOM Holdings Jan 3 percent
Financial News Finance 2012-05-04 12:39
(Kuala Lumpur, on the 3rd) fiber-optic cable manufacturer OPCOM Holdings (OPCOM, 0035, GEM) announced by the Telekom Malaysia (TM, 4863, Main Board of Trade and service shares) issued by the RM 82 million contract off the difference between the today's stock price rose nearly crashed %.
OPCOM Holdings announced that the amount of the contract changes are Telekom Malaysia earlier awarded the contract of 300 million to 59 million ringgit.
The company announced in April 2009, by the horse telecommunications contracts issued issued 300 million to 59 million ringgit of the fiber to the home (fibre-to-the-home). In addition, in May last year, the contract was extended for two years to April 19, 2013.
The statement pointed out that the prediction of the amount of the contract changes in the contract before the deadline on April 19 next year for the company's profit and net assets contribute positively to society.

Posted by kcfan > 2012-07-01 16:01 | Report Abuse

The Muke force reduction Opcom holding nearly 27%
News Finance 2010-04-02 11:24
KUALA LUMPUR (Bernama) - International Trade and Industry Deputy Minister Nadumuke force the sale of 26.9% of Opcom Holdings (OPCOM, 0035, GEM) equity M Ocean Capital Private Limited. Financial Daily TheEdge "reports, the M Ocean Capital Pte Ltd is the Muke force the wife拿汀诺希达all. The above transactions were carried out in March 26. The Muke force the Muke force in April 2009 was appointed as Deputy Minister of Trade and Industry, and within 60 days to sell off the hands of Opcom Holdings of equity, then served as Chairman and Managing Director had pointed out that, in June of that year, he will be for sale shares. According to the the Opcom holding the 2009 Annual Report, as of March 31, 2009, Muke force holds 6506 shares, or equal to 50.44 percent stake. May 8 last year, the the Muke force announced his resignation the same day, his哥哥慕扎尼is appointed as the Chairman of the Opcom Holdings.

Posted by kcfan > 2012-07-01 16:07 | Report Abuse

OPCOM 82 million renewal order signed with Telekom Malaysia
Malaysian Finance 2012-05-03 18:52
(KUALA LUMPUR) OPCOM Holdings (OPCOM, 0035, GEM Technology Group) announced that the company, and Telekom Malaysia (TM, 4863, Main Board of Trade and service group) signed a total value of $ 2 million ringgit renewal orders.
[Fishing Monthly] memories from the child's frequent visits to the home behind the small river fishing mountain crucian carp, a mix flour and crush Belacan tablets mixed with water, it becomes the most effective bait.

The company's statement pointed out that its wholly-owned subsidiary - the Opcom Cable Co., Ltd. and Telekom Malaysia to sign the above contracts, which will expire on April 19, 2013.

Posted by kcfan > 2012-07-01 16:10 | Report Abuse

Hand-held 45 million cash ‧ OPCOM Holdings is in talks to buy
Malaysia 2011-09-16 13:47

(KUALA LUMPUR) After the special dividend ex, OPCOM Holdings (OPCOM, 0035, GEM industrial products group) still holds more than $ 5 million ringgit in cash to expand large-scale acquisition plan, expect to achieve in the next six months specific agreements.
The Executive Director Cai Guanghua after the shareholders' meeting, said: "We are to discuss the planned acquisition of related businesses with domestic and foreign companies, especially European companies involved in the field of technology and telecommunications services."
Does not rule out the Transfer
He stressed that the the OPCOM holding for many years no debt, once started greater than the size of the company's acquisition plan, I believe can easily obtain financing.
Meanwhile, he disclosed that involves a huge acquisition of funds, the company does not rule out a transfer board to the motherboard, to expand a larger financing plan.
Within OPCOM Holdings has been in the discussion-board matters, but considering the listed funds involve a higher, at this stage does not make a decision in this regard, until the right time. "
Europe by the debt crisis, but Cai Guanghua but think that this is an opportunity to lower valuation to commence the acquisition.
The company announced last month that the payment of a special dividend of 22.5 cents, ex-dividend on September 14, enjoy the date of September 19 and will be paid to shareholders on September 28.
Do not worry about Telekom Malaysia not to renew
The OPCOM holding gains from Telekom Malaysia (TM, 4863, Main Board of Trade and service group), but he is not worried that the face of difficulties not to renew, because the company has a certain strength, and have collaborated with each other for 16 years. The company's contract with Telekom Malaysia will expire in April 2013.
Fiber-optic cable companies operating in Malaysia are not only 3-4, coupled with the business the higher threshold, so the competition is not. "
Caiguang Hua pointed out that the continued investment in high-speed broadband network (HSBB) program with the government, the telecommunications industry needs to rely on fiber-optic cable business Long Term Evolution (LTE) network, which will ensure the stabilization of the market demand for fiber-optic cable, the company expected to maintain last year's good performance.
In addition, because the existing plant's production capacity has been nearly 100%, so the company spent more than $ 3 million ringgit construction of a new plant, scheduled for completion within the next 6-9 months.

Posted by kcfan > 2012-07-01 16:15 | Report Abuse

Telekom Malaysia to maintain overweight rating
However, analysts stressed that Telekom Malaysia is still worth investing in, Telekom Malaysia International (TMI, 6888, the trade service group) may be paid four billion ringgit, Telekom Malaysia as a special dividend, HSBT the competitive threat of material in a about will emerge. To maintain a "coded" Telekom target price of four ringgit 10 cents.
Telekom still provide investors with a sense of security, the main business stability, low debt ratio and potential revaluation of the catalyst.
The Digital Network (Digi, 6 947 the motherboard Infrastructure Planning Group), Celcom (Celcom) with Maxis material will benefit from the plan, because this can increase the turnover of income and reduce no-load transmission costs.
Other potential beneficiaries include the time network, mainly HSBT may lease fiber optic wire to it; fiber optic wire manufacturer the OPCOM holding (OPCOM, 0 035, MESDAQ industrial products group) is also a beneficiary.
HSBT said that the scope of the plan's customer network and content providers, including Internet service providers such as digital networks, Jaring, Maxis (Maxis) and time network (TIMECOM, 5031, the motherboard infrastructure projects group), etc.; mobile phone operator; such as ASTRO (ASTRO, 5076, the trade service group) and FineTV; infrastructure companies such as water Works with energy companies; universities, colleges and hospitals.

Posted by kcfan > 2012-07-03 12:53 | Report Abuse

Prime Minister Datuk Seri Najib Razak today (03Jul2012) announced the establishment of a RM1 billion Domestic Investment Strategic Fund.

The fund is intended to accelerate the participation of Malaysian-owned companies in the global supply chain of namely high-value added, high technology, knowledge-intensive and innovation-based industries.

Posted by kcfan > 2012-07-03 17:09 | Report Abuse

I colleting on this counter ...Cheer.

Posted by waily > 2012-07-04 16:38 | Report Abuse

what price are go in

Posted by kcfan > 2012-07-09 21:18 | Report Abuse

I'm still collecting mode on this counter.

Posted by kcfan > 2012-07-09 23:06 | Report Abuse

OPCOM is in line with the five conditions of the second line of quality stocks, reasonable profits, reasonable dividends, strong cash flow, a low PE ratio and growth potential.

Posted by kcfan > 2012-07-11 20:19 | Report Abuse

Hi all value investor,What are your value opinion on this stock ??

Posted by kcfan > 2012-07-12 21:22 | Report Abuse

No one comment this counter ? I'm still open opportunities to collect more on this.

Posted by kcfan > 2012-07-14 15:29 | Report Abuse

All Values in Millions MYR (except Per Share) FQ4 2012 FQ3 2012 FQ2 2012 FQ1 2012
Period End Date 3/31/2012 12/31/2011 9/30/2011 6/30/2011
Revenue 39.07 33.08 22.64 33.05
- Cost of Revenue 26.85 21.90 14.79 22.37
Gross Profit 12.22 11.18 7.84 10.69
+ Other Operating Revenue 0.51 0.04 0.88 0.09
- Operating Expenses 1.91 2.81 2.43 1.58
Operating Income 10.82 8.41 6.30 9.19
- Interest Expense N/A 0.00 0.00 0.00
- Foreign Exchange Losses (Gains) N/A 0.43 0.00 0.00
- Net Non-Operating Losses (Gains) -0.31 -0.31 -0.40 -0.47
Pretax Income 11.13 8.29 6.69 9.66
- Income Tax Expense 2.70 2.44 1.72 2.43
Income Before XO Items 8.43 5.85 4.98 7.24
- Extraordinary Loss Net of Tax N/A 0.00 0.00 0.00
- Minority Interests 2.10 1.43 1.17 1.80
Net Income 6.33 4.41 3.81 5.44
- Total Cash Preferred Dividends N/A 0.00 0.00 0.00
Net Inc Avail to Common Shareholders 6.33 4.41 3.81 5.44
Abnormal Losses (Gains) N/A 0.00 0.00 0.00
Tax Effect on Abnormal Items N/A 0.00 0.00 0.00
Normalized Income 6.33 4.41 3.81 5.44
Basic EPS Before Abnormal Items 0.05 0.03 0.03 0.04
Basic EPS Before XO Items 0.05 0.03 0.03 0.04
Basic EPS 0.05 0.03 0.03 0.04
Basic Weighted Avg Shares 129.00 129.00 129.00 129.00

Posted by kcfan > 2012-07-14 15:31 | Report Abuse

All Values in Millions MYR (except Per Share) FQ4 2012 FQ3 2012 FQ2 2012 FQ1 2012
Period End Date 3/31/2012 12/31/2011 9/30/2011 6/30/2011
Assets
+ Cash & Near Cash Items 50.35 46.31 45.82 72.34
+ Short-Term Investments N/A 0.00 0.00 N/A
+ Accounts & Notes Receivable 47.01 35.87 29.62 40.10
+ Inventories 17.09 15.32 17.84 17.51
+ Other Current Assets N/A 0.00 0.00 N/A
Total Current Assets 114.44 97.50 93.28 129.94
+ LT Investments & LT Receivables N/A 0.00 0.00 0.00
+ Net Fixed Assets 31.71 31.96 32.25 32.85
+ Other Long-Term Assets 0.00 0.00 0.00 0.00
Total Long-Term Assets 31.71 31.96 32.26 32.85
Total Assets 146.16 129.46 125.53 162.79
Liabilities & Shareholders' Equity
+ Accounts Payable 45.58 36.67 37.39 41.55
+ Short-Term Borrowings N/A 0.00 0.00 0.00
+ Other Short-Term Liabilities 4.43 5.49 6.60 5.92
Total Current Liabilities 50.01 42.17 43.99 47.46
+ Long-Term Borrowings N/A 0.00 0.00 0.00
+ Other Long-Term Liabilities 1.74 1.31 1.41 1.63
Total Long-Term Liabilities 1.74 1.31 1.41 1.63
Total Liabilities 51.75 43.48 45.40 49.09
+ Total Preferred Equity N/A 0.00 0.00 0.00
+ Minority Interest 18.84 16.73 15.30 23.65
+ Share Capital & APIC 31.61 31.61 31.61 31.61
+ Retained Earnings & Other Equity 43.96 37.64 33.22 58.44
Total Equity 94.41 85.98 80.13 113.70
Total Liabilities & Equity 146.16 129.46 125.53 162.79

Posted by kcfan > 2012-07-14 15:32 | Report Abuse

All Values in Millions MYR (except Per Share) FQ4 2012 FQ3 2012 FQ2 2012 FQ1 2012
Period End Date 3/31/2012 12/31/2011 9/30/2011 6/30/2011
Cash From Operating Activities
+ Net Income 6.33 4.41 3.81 5.44
+ Depreciation & Amortization 2.15 0.73 0.00 0.00
+ Other Non-Cash Adjustments 1.05 0.03 1.73 3.72
+ Changes in Non-Cash Capital -4.70 -4.22 -0.04 -9.63
Cash From Operations 4.82 0.95 5.51 -0.47
Cash From Investing Activities
+ Disposal of Fixed Assets 0.00 0.00 0.00 0.03
+ Capital Expenditures -0.50 -0.44 -0.14 -0.65
+ Increase in Investments 0.00 0.00 0.00 0.00
+ Decrease in Investments 0.00 0.00 0.00 0.00
+ Other Investing Activities 0.00 0.00 0.00 0.00
Cash From Investing Activities -0.50 -0.44 -0.14 -0.62
Cash from Financing Activities
+ Dividends Paid 0.00 0.00 -32.36 -2.58
+ Change in Short-Term Borrowings 0.00 0.00 0.00 0.00
+ Increase in Long-Term Borrowings 0.00 0.00 0.00 0.00
+ Decrease in Long-term Borrowings 0.00 0.00 0.00 0.00
+ Increase in Capital Stocks 0.00 0.00 0.00 0.00
+ Decrease in Capital Stocks 0.00 0.00 0.00 0.00
+ Other Financing Activities -0.28 -0.03 0.47 -0.40
Cash from Financing Activities -0.28 -0.03 -31.88 -2.98
Net Changes in Cash 4.05 0.48 -26.51 -4.06

Posted by kcfan > 2012-07-14 15:36 | Report Abuse

Key Statistics for OPCOM Holdings Bhd (OHB)
VALUATION
Market Cap (M MYR) 103.20
Volume 29,000
Price/Book (mrq) 1.3655
Price/Sales (ttm) 0.8073
PEG Ratio (3 year expected) -
Estimated PEG Ratio -
Enterprise Value (M MYR) 73.63
EBITDA 37.17
Enterprise Value/EBITDA (ttm) 1.96
Enterprise Value/Revenue (ttm) 0.58
EARNINGS
Earnings Per Share (ttm) 0.1548
Quarter Estimated EPS (mrq) -
Year Estimated EPS -
P/E Ratio (ttm) 5.1680
Estimated P/E -
Relative P/E vs. FBMKLCI 0.3288
Next Earnings Announcement 07/20/2012
DIVIDENDS
Dividend Yield Annualized (MYR) 30.0000
Dividend Indicated Gross Yield 1.8750
Last Dividend Reported (MYR) (04/25/2012) 0.0150
Relative Dividend Yield 8.7758
5 Year Net Growth 100.00%

Posted by kcfan > 2012-07-14 15:40 | Report Abuse

OPCOM is in line with the five conditions of the second line of quality stocks, improving positive profits, reasonable high dividends of 30% last financial year payout, improving strong cash flow, a low PE ratio and growth potential counter.

Posted by kcfan > 2012-07-16 14:10 | Report Abuse

Staying focus on this counter.Next financial announcement coming soon on month end.Foresee better breakout on profit and dividend yield announcement.

Posted by kcfan > 2012-07-19 21:46 | Report Abuse

Why nobody investing this potential growth counter ? Any comment.Thanks

Posted by yfchong > 2012-07-19 22:46 | Report Abuse

I am interested in this stock let it cool down the emotional first but considering ie low PE and good dividen, payout will be good choice

Posted by leslieyong77 > 2012-07-19 22:59 | Report Abuse

yes, we may wait for another special dividen ( may be), bc it hv cash pile of more than 25 cts per share. its business is strongly tie to Telekom. This share is political related, quite risky due to uncertainty of election.

Posted by kcfan > 2012-07-19 23:10 | Report Abuse

Some more latest info's.
The OPCOM holding gains from Telekom Malaysia , Maxis and Redtone recently because the company has a certain strength, and have collaborated with each other for 16 years on fiber optics cables manufacturing supply.

Posted by leslieyong77 > 2012-07-19 23:24 | Report Abuse

from historical trading, PE range from 5.03 to 10.0, this mean ( from my experience) it is quite safe to invest, since the eps is 15.4,thus the worst case price is around 0.75. But we hvn't consider the risk of election, think about it.

Posted by kcfan > 2012-07-21 08:09 | Report Abuse

Opcom Holdings Bhd's pre-tax profit for the first quarter ended June 30, 2012 declined to RM5.476 million from the RM9.638 million recorded in the same period last year.

Revenue slipped to RM26.725 million from RM33.051 million recorded
previously, due to a decrease in customer demand for accessories, the company said in a filing to Bursa Malaysia.

Going forward, Opcom is positive over the group's performance in the remaining quarters of the financial year ending March 31, 2013, as the group has an existing FTTH Supply Contract with Telekom Malaysia Bhd. -- Bernama

Posted by Taugeh > 2012-07-21 09:11 | Report Abuse

BUY?

Posted by kcfan > 2012-07-21 09:16 | Report Abuse

Reasonable to keep buying if on weakness. dividend pay 1.5 cents will release soon.I keep hold it as on below RM0.80 stage.

Posted by leslieyong77 > 2012-09-03 19:06 | Report Abuse

Special div of 11cts net

Posted by kcfan > 2012-09-03 19:59 | Report Abuse

Yes ! Another special high dividend announcement.Good to hold.

Posted by Ching Yin Carrot Loh > 2012-09-03 20:16 | Report Abuse

Kcfan,is it this counter also classified for long term hold?thanks=)

Posted by kcfan > 2012-09-03 20:22 | Report Abuse

I'm holding this stock since end of June'02 till now.Hold for it how long will depend business and market sentiment on time to time basic.Can't classify as of now.

Posted by Ching Yin Carrot Loh > 2012-09-03 20:25 | Report Abuse

Ic,can i know what time u buy in?thanks again=)

Posted by Ching Yin Carrot Loh > 2012-09-03 20:30 | Report Abuse

What price*
wrong typo,sorry ya

Posted by kcfan > 2012-09-03 20:35 | Report Abuse

Time? am or pm you ask ? Purchase date on 22 June.Is funny to girl girl ask like that.Check my entering price le...RM0.76 lor

Posted by Ching Yin Carrot Loh > 2012-09-03 21:26 | Report Abuse

Wrong type,paisei,hehehe,Thanks wor,want to learn something mah,coz i dont know,how to set a price for myself to invest a stock,hehehe,really paisei ah

Posted by kl foong > 2012-09-03 21:39 | Report Abuse

Return on equity is very impressive -
2008 - 6.94%
2009 - 8.92%
2010 - 13.18%
2011 - 23.23%
2012 - 26.4 %

Posted by kcfan > 2012-09-04 09:22 | Report Abuse

Op op com com...Steady man.

Posted by Ching Yin Carrot Loh > 2012-09-04 10:02 | Report Abuse

Steady staedy lol,i didnt go n buy,good luck kc fan=)

Posted by chatime > 2012-09-04 14:49 | Report Abuse

WOW!! I managed to get in while the price was still below 80 cents on 22 August. The price was holding at 78 cents to 81 cents for past few months!

Hi kcfan, good history tracking and where u got all these data? Very valuable and thanks for sharing.

Posted by Ching Yin Carrot Loh > 2012-09-04 16:13 | Report Abuse

Err,will u all hold for the dividend?thanks=)

Posted by kcfan > 2012-09-04 16:25 | Report Abuse

High potential to hold till dividend ex-date if no major market sentiment impact.Why planning to keep some ? on your own risks...intend.

Posted by Ching Yin Carrot Loh > 2012-09-04 18:36 | Report Abuse

Well.thanks ya, noted=)hehehe

Posted by pyramidpoh > 2012-09-04 21:47 | Report Abuse

Dividents show up its potential worthy for us to invest a part of money in Opcom.Kcfan already explains so detail in this counter,why are we still skeptical of its high dividents return?

Posted by kcfan > 2012-09-19 21:19 | Report Abuse

OPCOM with Telekom Malaysia signed a 82 million renewal order.
OPCOM Holdings announced that the company signed with Telekom Malaysia worth a total of $ 200 million ringgit renewal order.

Proclamation of the company pointed out that its wholly-owned subsidiaries -Opcom cable Limited and Telekom Malaysia signed the contract, it will expire on April 19, 2013.

Posted by chatime > 2012-09-20 00:20 | Report Abuse

Hi kcfan

You attended the AGM today? Any news beside the one u posted? :)

Thanks

Posted by kcfan > 2012-09-20 08:01 | Report Abuse

Collected more after ex-date of dividend.I not attend the AGM,just close following the biz progress.

Posted by kcfan > 2012-09-26 20:37 | Report Abuse

Opcom declares special dividend of 11 sen
Opcom Holdings Bhd, a fibre optic cables manufacturer, declared an interim special dividend of 11 sen per share, making the total payout for the year 12.5 sen, so far. “At 12.5 sen, it works out to be a 15 per cent return. So, Opcom shareholders will find this payout to be much, much better than putting their money in fixed deposits that is currently only yielding 3.5 per cent,” said executive director Eric Chhoa Kwang Hua. (Source: Business Times)

Posted by kcfan > 2012-09-29 08:46 | Report Abuse

As the group has an existing FTTH(Fiber optic cables)Supply Contract with Telekom Malaysia Bhd.Currently on going to contract with Maxis and Astro on the same request service supply.Bright aggresively on growing outlook.