Let me give you the whole picture by way of illustration
Building Nfcp infrar is like building a hotel
Take pintaras Jaya for example. It builds foundation for hotel and the job is done by 3 months to 6 months time
Being in piling it is the 1st to get job and to get payment. If not ptaras jaya can sue for stop work.
Now after hotel has expended money in buying land, paid for construction and furnishings it then rent out hotel rooms to get back capital and profit in 10 to 30 years time.
So Telekom is now spending money in procurement of fiber optics and get contractor to install fibers and towers
Telekom won't see profit until much later when it rent out more unifi or fiber lines to other Telcos for fees
So now if we want to see immediate action we should by Nfcp upstream fiber producer and installers
But if you can hold 5 to 20 years then you can also consider buying TM
You know why? that money share will get frozen for a long term. Better buy at the Open Market here. Those who got leftover money or money locked via other means i.e. Felda etc got channeled to that....
Anyway, regardless Bumi or non bumi, with knowledge we do investing. Let's pray for the best!
Last time they discovered Gold in California on some flowing rivers. That started a mad stampede from all over USA to California. California became a developed State and today they got the Silicon Valley
Last time they discovered tin in Malaysia. Our Chinese forefathers in their diaspora migrated to Malaysia. WHY FACE FAMINE IN CHINA WHEN TIN WAS SO ABUNDANT IN MALAYSIA
PEOPLE DISCOVERED OIL IN SAUDI ARABIA. OIL LITERALLY OOZING OUT ON SAUDI SOIL. MANY INDIANDS FLOCKED TO WORK IN THE MIDDLE EAST
LAST YEAR CALVIN DISCOVERED PETRONAS GOING TO PUMP RM30 BILLIONS FOR UPSTREAM OGSE JOBS
CALVIN HIGHLIGHTED CARIMIN, PENERGY, DAYANG, UZMA, NAIM AND VELESTO ALL GONE UP FROM 100% TO 400%
NOW CALVIN SEES GOVT POURING RM50.3 BILLIONS INTO NFCP FIBERISATION
CASH OF RM10.8 BILLIONS ALREADY SENT TO TELEKOM COFFERS ; NOW OVERFLOWING WITH LIQUID CASH AWAITING PEOPLE TO BID FOR JOBS
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
lee_m2020
4,833 posts
Posted by lee_m2020 > 2019-12-27 16:21 | Report Abuse
This one is SUPERB..!!! I dont mind all come to goreng2 until the announcement come...