Posted by newbie170919 > 2019-11-16 20:34 | Report Abuse

财政部长林冠英称，为了马来西亚数码化，政府在5年内提供502亿总金额。从2019年到2023年，政府将在5年内通过公私伙伴关系（PPP）在全国光纤化和连通性计划（NFCP）中投资216亿令吉。
林冠英说，上述各种红利、赠款、资金和商业贷款，以及216亿令吉的NFCP计划等，总共达502亿令吉，是为政府在5年内为马来西亚数码化提供的总金额。

Posted by tumbler > 2019-11-16 23:01 | Report Abuse

LGE 只是一只棋子或者说是公仔，说的话完全不能信。LGE 能信，猪母都能爬上树。马来西亚万古流臭的走狗。一

Posted by tumbler > 2019-11-16 23:07 | Report Abuse

LGE 是祸国殃民的走狗，讲是天下无敌，做起来有心无力。真是废人一个。

Posted by Shines > 2019-11-17 13:49 | Report Abuse

Tumbler I agreed

Posted by lee_m2020 > 2019-11-17 16:31 | Report Abuse

fiber bought all the time to setup new network n maintain n upgrade existing ones. Good news for OPCOM.

Posted by lee_m2020 > 2019-11-18 10:29 | Report Abuse

wow.. 0% buy.. all out selling

Posted by sky9999 > 2019-11-18 12:16 | Report Abuse

这个星期没跌破0.700可以考虑买入，或者等待下个星期。

Posted by Baby Shark > 2019-11-18 14:55 | Report Abuse

I queue VERY far.. 0.62

Posted by sky9999 > 2019-11-18 16:34 | Report Abuse

这个星期如果能守在0.705可以买回。

Posted by sky9999 > 2019-11-18 16:45 | Report Abuse

i buy back redtone 0.560...hihih

Posted by calvintaneng > 2019-11-18 17:11 | Report Abuse

Optimistic hand holding up opcom above 70 sen.

This will be the champion super stock of fiberisation as it commands the fiber optic markets in Malaysia

Posted by calvintaneng > 2019-11-18 17:23 | Report Abuse

Gobind Singh has announced Malaysia going to change into 5G

2g copper lines cannot support 5g fiber

Only 4g fiber optic can support 5g. 5g technology rides on 4g fibers

Since Telekom has still got 2.8 million 2g copper lines all will need to be changed to fibers eventually

So there will be lots and lots of business for Opcom

Opcom has already appointed 2 CEOs for the Huge demand for fibers soon

Posted by calvintaneng > 2019-11-18 18:38 | Report Abuse

Posted in Next Forum by calvintaneng > Nov 18, 2019 6:36 PM | Report Abuse X

Good

At least Molly Ngui clever to buy and made some money here

So many naysayers wasted so much time & energy trying to talk down Netx to half sen in futile effort

Now let Calvin tells you his experience from REAL LIFE

In years 2007 to 2008 I bought Opcom. After buying 10,000 shares Opcom at

Rm1.00 each for RM10,000 it crashed to my horror all the way to 30 sen

But knowing that Malaysia is in its infancy regarding fiber optic future I bought all the way down till I had a total of 400,000 shares with average price around 40 sen to 45 sen

Then Opcom rebounded to 40 sen, still below my buying price 45 sen (after averaging from 10 lots to 400 lots)

Suddenly one day Opcom jumped from 42 sen to 48 sen above my holding cost of 45 sen. So I got itchy and sold a little at 47 sen to 48 sen (I didn't know why Opcom spiked up)

Next day Opcom announced Rm359 Millions Job award from Telekom

See
Announcementhttp://www.bursamalaysia.com/market/listed-companies/company-announcem...
Subject Letter of Award for the Supply, Delivery, Training and Support Services of Passive FTTH System to Telekom Malaysia Berhad
Contents Introduction

The Board of Directors of Opcom Holdings Berhad ("the Company") wishes to announce that its subsidiary, Opcom Cables Sdn Bhd has on 21st April 2009 received a Letter of Award amounting to RM359 million from Telekom Malaysia Berhad ("Telekom") for the supply, delivery, training and support services of Passive FTTH System to Telekom for a period of two (2) years ("Award").

AT THIS NEWS OF JOB AWARD FROM TELEKOM OPCOM WENT LIMIT UP RIGHT BEFORE MY EYES FROM 48 SEN TO REACH 70 SEN AND THEN PEOPLE STARTED SELLING TO TAKE PROFIT

(SO CALLED EXPERT ADVISE (WRONG) BUY ON RUMOUR AND SELL ON NEWS)

SO I SOLD THE MAJORITY OF MY OPCOM SHARES FROM 70 SEN AS IT WEAKENED DOWN TO 63 SEN

OF COURSE I MADE GOOD MONEY IN OPCOM. BUT I SHOULD HAVE HELD ON FOR OPTIMAL GAIN

THEN OPCOM DECLARED A SPECIAL 22.5 SEN CASH PAYOUT

See

29-Aug-2011 14-Sep-2011 DIVIDEND Special Dividend RM 0.225

AT THE ASTOUNDING NEWS OF 22.5 SEN SPECIAL DIVIDEND OPCOM GONE LIMIT UP THE 2ND TIME TO CROSS RM1.00

SO TAKE CALVIN'S ADVISE

DON'T FOOL AROUND AND PLAY PLAY WITH NFCP FIBERISATION STOCKS LIKE OPCOM, NETX, REDTONE AND ALSO SACOFA (CMSB)

JUST BUY AND HOLD ON TO IT TIGHTLY COME WHAT MAY TILL JOB AWARD & FINAL RESULT OUT THEN ONLY SEE IF YOU WANT TO TAKE PROFIT OR STILL HOLD

KINDEST REGARDS

Calvin

Posted by lee_m2020 > 2019-11-18 21:33 | Report Abuse

all scared buying, 0.8 drop to .70.. But I believe OPCOM is a good BUY

Posted by calvintaneng > 2019-11-19 08:05 | Report Abuse

All scared buying?

Precisely the time to buy Opcom when others are hesitant and fearful like now.

To be greedy when others are fearfully selling
..... Sifu Warren Buffet

When Carimin was 21.5 sen people were scared. Now directors of carimin are selling but people are brave to chase carimin over RM1. 40 When penergy was 34 sen people were very scared. Now over RM1. 65 they are no long afraid when they should.

Why should we be afraid to buy Opcom when a Huge demand for fiber optic cables are in motion by the Rm50. 3 billions demand for fiberisation like never before in Malaysia?

Posted by Baby Shark > 2019-11-19 09:51 | Report Abuse

Now my target price to buy changed to 0.58..

Posted by calvintaneng > 2019-11-19 09:55 | Report Abuse

Is that Jaden turning into baby?

Posted by newbie170919 > 2019-11-19 11:25 | Report Abuse

no need report wat 7 ur target price, keep for urself

Posted by tumbler > 2019-11-19 11:31 | Report Abuse

Tg Piai big lost, mathatir will be force to step down soon. This OPCOM will be worth less than 20cents if dun have crony project. Habis OPCOM

Posted by Baby Shark > 2019-11-19 11:45 | Report Abuse

Wah.. like dis very dangerous

Posted by newbie170919 > 2019-11-19 11:56 | Report Abuse

Umno time no nfcp no crony sure worth less than 2 cent

Posted by calvintaneng > 2019-11-19 16:40 | Report Abuse

No lah

Tg piai only one seat won't affect much

Now the real danger for you guys is you have let go a golden goose and hoping to buy back cheap

Once job award out say sayonara to your waiting

Opcom will shoot pass Rm1.00 in no time

Then cry father cry mother also no use

Posted by newbie170919 > 2019-11-19 18:11 | Report Abuse

怡保18日讯- 在今年第三季尾，在霹雳州进行落实国家光纤化与连接计划（NFCP）计划的初期工作，在第一阶段下，预计里望、拿乞和甲板的16000名居民将会在明年第一季享有这项完全由国能承担的计划。<---已经开始了???

Posted by calvintaneng > 2019-11-19 21:35 |

Post removed.Why?

Posted by gooddaymate > 2019-11-20 10:56 | Report Abuse

Ow ya goin mate!

Posted by Baby Shark > 2019-11-20 14:43 | Report Abuse

Lagi murah lagi best buy..

Posted by tumbler > 2019-11-20 15:02 | Report Abuse

PH member party now planning to force TunM step down. Without TunM this OPCOM will become beggar only. Worth less than 20 cents. Under category high risk counter.

Posted by tumbler > 2019-11-20 15:04 | Report Abuse

Should run now to protect some profit. TunM GG , Opcom GG. choice is yours. Risk over reward 10:3.

Posted by Baby Shark > 2019-11-20 15:08 | Report Abuse

At last big shark zero share.. ikan bilis sendiri play..

Posted by tumbler > 2019-11-20 15:11 | Report Abuse

I love malaysia but I like to see TunM GG. so , I pray one day we all malaysia will unity. Thus , TunM must GG.

Posted by tumbler > 2019-11-20 15:13 | Report Abuse

Everybody hoping TunM GG , do you think Opcom will fly sky. Opcom only a empty shelter , without TunM sure GG.

Posted by Baby Shark > 2019-11-20 15:32 | Report Abuse

Fully agree..

Posted by jjasonlim > 2019-11-20 19:10 | Report Abuse

This Q report will still continue make loss

Posted by calvintaneng > 2019-11-20 23:18 | Report Abuse

Whoa

Lively debate here!

Don't worry

Tun Dr M is not the primary reason for Nfcp thrust alone

Same vision is shared by Calvin eagle from Singapore

You guys don't know how important is 4th Industrial revolution

Think of yourselves back in time to early 20th century when people still using horse drawn carriages with the Advent of the modern day motor car and later the airplane

If those people refuse to upgrade motor bike from riding horses and from horse drawn carriages to motor car then they are foolish to be left behind in the age of progress

So is 5G.

Malaysia still has 2.8 million copper lines using 25 year old technology

Yes. Malaysia is already 25 years behind time and yet totally ignorant of it's deplorable condition

China has now gone past 5G to explore 6G and also 7G is on the drawing board

At the rate of so many ignoramous with the minds of people in dark ages Malaysia will be left behind in the digital age

Very Good that Finance Minister Lim Guan Eng is fully aware of the need for Fiberisation thrust

So Rm50.3 Billions for fiberisation connectivity is a must. A necessity and not an option

Go go opcom

Posted by EVO118 > 2019-11-21 06:40 | Report Abuse

The operating environment for Opcom Holdings Bhd is getting increasingly tough, so it is to the fibre-optic cable manufacturer’s credit that it has managed to deliver reasonable returns to shareholders over the last three years.

Opcom’s net profit grew a strong 67.1% to RM7.42 million in its financial year ended

March 31, 2016 (FY2016), before falling 3% to RM7.2 million in FY2017 and a further 7.2% to RM6.68 million in FY2018.

Between FY2015 and FY2018, Opcom’s net profit posted an adjusted three-year compound annual growth rate of 7.3% — the highest among its peers in the utilities, telecommunications and media sector.

Return on equity (ROE) came in at 9.33% in FY2016, 8.44% in FY2017 and 7.56% in FY2018, with weighted ROE over the three-year period at 8.18%, resulting in the company bagging the top spot among its peers in The Edge Malaysia Centurion Club Corporate Awards 2019.

Moving forward, however, it will be an uphill task for Opcom to show similar growth. Already, its FY2019 net profit has fallen to just RM462,000, given such factors as the rising cost of raw materials, lower industry price levels, ringgit weakness and an influx of cheap imports.

In addition, macroeconomic uncertainties have led to a big drop in demand for fibre-optic cable. Opcom says its selling margins have sharply reduced due to foreign competition and its inability to pass on increased costs to key customers.

Chairman Datuk Mohamed Sharil Tarmizi, who came on board on July 16, acknowledges that FY2019 has been a difficult year for the fibre-optic cable industry in Malaysia. However, he is counting on new businesses to prop up the group going forward.

“Our revenue profile continues to shift away from fibre-optic cables to our new businesses of engineering services, manufacturing of engineered plastics and production and export of thixotropic compounds, which were non-existent five years ago. [These] constituted about 62% of the group’s turnover this year. We expect our new businesses to further increase their contribution to the group’s revenue in the years to come,” he says in the company’s latest annual report.

Fibre-optic cable sales accounted for 38% of Opcom’s total turnover in FY2019 compared with 50% in FY2018. The group has invested about RM7.1 million in capital equipment for capacity expansion of the thixotropic gel business as well as a new warehouse storage facility.

Mohamed Sharil, the former chairman of the Malaysian Communications and Multimedia Commission (MCMC), took over from Tan Sri Mokhzani Mahathir, who resigned on June 1 after 10 years as the executive chairman, citing personal reasons. Mokhzani is the second son of Prime Minister Tun Dr Mahathir Mohamad.

His younger brother and Kedah menteri besar Mukhriz Mahathir is the largest shareholder of Opcom with a 15.28% stake as at Sept 20.

On Aug 13, Opcom announced that its deputy CEO and co-founder, Chhoa Kwang Hua, would go on a one-year sabbatical from Sept 7 to mark his 25-year tenure with the company. Chhoa’s absence presents an opportunity for the company to put its decade-long leadership succession plan into action, it says.

Opcom has had a strong rally on the stock market in recent months, climbing 41% on heavy volume between Aug 28 and Sept 30, on rumours that it would benefit from the National Fiberisation and Connectivity Plan (NFCP) to lay optical fibre cables across the country for faster internet connection.

However, on Sept 24, Communications and Multimedia Minister Gobind Singh Deo told reporters that the NFCP will not result in the government or the MCMC handing out projects to any party.

Opcom expects FY2020 to be a challenging year. “Our export business will continue to maintain its momentum, and we expect the thixotropic gel manufacturing business in Malaysia to be healthy, and the business performance of our UK associate company to be robust as in the preceding years. [We] continue to aggressively rationalise our operating cost to adjust to the weak business operating environment domestically,” Mohamed Sharil says in the annual report.

The Edge Markets

Posted by calvintaneng > 2019-11-21 11:16 | Report Abuse

The edge report is behind time

Calvin already got information from Opcom office

That was before Rm50. 3 Billions fiberisation news out

Now Opcom office is a hive of activities

Posted by lee_m2020 > 2019-11-21 12:40 | Report Abuse

what is the summary then?

Posted by lee_m2020 > 2019-11-21 12:41 | Report Abuse

change in Cabinet may affect NF policy...

Posted by calvintaneng > 2019-11-21 17:25 | Report Abuse

Happy to buy more Opcom on weakness today

Posted by asd88 > 2019-11-21 19:14 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6346577

Posted by pertamina > 2019-11-21 20:13 | Report Abuse

Negative result. Hahaha

Posted by 1688dayday > 2019-11-21 20:16 | Report Abuse

Calvin, if so, next qr will see something improved

Posted by calvintaneng > 2019-11-21 20:18 | Report Abuse

Opcom result expected

Last of the losses before turn around by Job Awards

See beyond this final bad stretch

Opcom already made lots of changes

2 CEOs appointed

Committee left over dead weights finally resigned, voted out or sacked. More dynamic team installed at the helm

Lots of changes coming ahead

All positives!!!

Posted by enigmatic ¯\_(ツ)_/¯ > 2019-11-21 21:37 | Report Abuse

@calvintaneng,
I admire your positive perception towards a company having a bleak outlook.

Posted by yfchong > 2019-11-21 21:37 | Report Abuse

Habis lah opcom... New plant manager sure kena grill

Posted by lee_m2020 > 2019-11-21 22:01 | Report Abuse

and then imminent cabinet reshuffle, wouldnt it hit hard OPCOM prospect?

Posted by lee_m2020 > 2019-11-21 22:04 | Report Abuse

unless u see real award documents by Gov, OPCOM will suffer as previous increases were due to speculation only.... other good co drop significant as i.e. myeg, mflour, htpadu,pressbhd, eforrce to name a few..

Posted by lee_m2020 > 2019-11-21 22:06 | Report Abuse

7 mil profit only for .7 co.. too risky.. opcom need to show excellent next qr

Posted by calvintaneng > 2019-11-21 23:27 | Report Abuse

We buy Opcom because of NFCP Rm50. 3 Billions Fiberisation thrust

It is yet to come

Current quarter result is inconsequential

Any sell down presents a wonderful opportunity for buying

Posted by wykim282 > 2019-11-22 06:17 | Report Abuse

Base on chart view, the jerung is still inside.