Posted by dp_pupi > 2021-02-15 01:22 | Report Abuse

5G cuming!

Posted by sengkee > 2021-02-15 09:42 | Report Abuse

Wait for Opcom to lead them

Posted by wehcant > 2021-02-15 15:49 | Report Abuse

Hold tight tight till March.

Posted by wehcant > 2021-02-15 17:00 | Report Abuse

The bulls engulfed the bears today. Jendela is coming.

Posted by carrick113 > 2021-02-15 19:02 | Report Abuse

Dnex n Technax better....tis counter boring....

Posted by cashsssss > 2021-02-16 13:37 | Report Abuse

ya boring, might sleep whole year anytime

Posted by sengkee > 2021-02-17 10:56 | Report Abuse

41.5 sen now

Posted by kasrim > 2021-02-17 17:32 | Report Abuse

binacom selalu mainkan org.. geramnyaa!

Posted by zerocool7199 > 2021-02-17 19:51 | Report Abuse

https://simplywall.st/stocks/my/telecom/klse-binacom/binasat-communications-berhad-shares/news/a-look-at-the-fair-value-of-binasat-communications-berhad-kl

Posted by zerocool7199 > 2021-02-17 19:52 | Report Abuse

Binacom fv at least rm0.50

Posted by Luckup > 2021-02-18 05:53 | Report Abuse

@zerocool: yes, Binacom fv is RM0.50- analysed by Simply Wall Street.

Posted by zerocool7199 > 2021-02-18 15:04 | Report Abuse

Just hold tight luckup bro..lets see

Posted by dp_pupi > 2021-02-19 08:58 | Report Abuse

https://www.theedgemarkets.com/article/all-eyes-pms-mydigital-announcement-5g-rollout-plan-expected

Posted by zerocool7199 > 2021-02-19 09:14 | Report Abuse

Sure la..5G no horse run wan la..just hold tight tight ya

Posted by hanafi9670 > 2021-02-19 10:13 | Report Abuse

apa PM cakap?

Posted by oyching88 > 2021-02-19 10:36 | Report Abuse

https://www.theedgemarkets.com/node/553941

Posted by kentrade888 > 2021-02-19 10:48 | Report Abuse

政府将在未来10年投资150亿 在全国推行5G网络
TheEdge Fri, Feb 19, 2021 10:29am - 6 minutes ago


政府将在未来10年投资150亿令吉，在全国推行5G网络，预计将创造10万5000个就业机会。


大马拥抱5G 电讯大开财库‧兆光通讯笑开怀

尽管2020年才刚过1个月，但可以很肯定的说，5G会是今年的焦点投资主题之一。

在这科技当道的年代，大马政府为免再一次错失良机，如今正卯足全力发展电讯基建，立志成为拥抱5G的先驱国之一，好强化我国在世界舞台的竞争力。

受益于政府重点照顾，电讯界未来3年势必大开财库赶基建，这趋势让许多身处供应链的上市公司深深受惠，兆光通讯（BINACOM,0195,创业板电讯媒体组）便是笑开怀的公司之一。

成立于2004年的兆光通讯是家专门为通讯行业提供网络支援服务的公司，服务范围可分成3种，分别是卫星通讯网络、流动电讯网络和光纤通讯网络。

所谓支援服务，就比如当某公司需要卫星通讯网络服务，兆光通讯便能负责安装和启动用于衔接的小型卫星地面站（VSAT），及之后的长期维持维修工作，让顾客无后顾之忧。该公司在流动通讯和光纤通讯的运作模式亦是如此，都是帮顾客安装和启动所需基建设施，再负责维修维持。

在业界建立信誉和地位

除直接从最终客户（如电讯公司、商业机构）手中拿到工作，北光通讯也透过与设备供应商和制造商（如华为、OPCOM）合作，拿到不少承包工作；例如，当最终客户向华为购买通讯设备，华为就可能委任兆光通讯为承包商，负责安装与启动工作，也可能受委负责维持与维修。

过去15年的努力，加上2018年初上市马股提升了知名度和形象，兆光通讯在业界已建立起一定的信誉和地位，如今，绝大多数电讯公司、电讯设备供应商和制造商都是该公司的直接或间接客户，其中最大顾客是明讯（MAXIS）和华为（HUAWEI），分别与两家公司建立了长达13年和7年的合作关系，颇受两位大客信赖。

精通3大通讯基建服务有优势

上述完整的顾客网络，加上5G和总投资料高达216亿令吉的国家光纤化与连接计划（NFCP）刺激基建投资，兆光通讯所身处的领域展望一片大好，该公司精通3大类通讯基建服务也是优势所在，意味只要是涉及通讯基建的投资，不管是卫星通讯、流动通讯还是固定光纤通讯，都是该公司的潜在商机。

若数据能说话，那么，为国内4500座VSAT提供营运与维持服务，国内添油站使用的VSAT逾50%由该公司负责，另外为超过1万座流动通讯基站收发台（BTS）提供营运与维持服务，市占率超过20%。这些数据应该足以反映兆光通讯的能力与竞争力。

收入而言，则可分成一次性收入和经常性收入。当该公司协助顾客安装和启动基建设施，会获得一次性费用作为回报。不过一般上，该公司也会一并负责相关设施之后的长期营运和维修维持工作，而这便成为经常性收入来源。

根据过往记录，兆光通讯有超过50%的收入是经常性收入，业绩有一定的免疫力。

斥1500万建卫星传输设备

在卫星领域累积了多年经验后，兆光通讯如今正斥资近1500万令吉在大马科技园兴建属于自己的卫星传输设备，预计今年杪竣工，有关设备将能让兆光通讯提供新的卫星链接服务，若一切顺利，将会是另一经常性收入来源。

与立通国际各有各做

对于兆光通讯，有人或会拿来与笔者之前也曾谈过并纳入组合的另一家公司——立通国际（REDTONE,0032,创业板电讯媒体组）作比较，毕竟两家公司都是5G和NFCP的潜在赢家之一，因此在这里要稍微解释一下。

兆光通讯和立通国际的业务的确有相似之处，那就是兆光通讯的流动通讯业务，与立通国际旗下3大业务之一的管理电讯网络服务（MTNS），所提供服务非常相近，都是为电讯基建提供支援服务，有竞争不奇怪。

顾客来自私人界

然而若再看深入些，兆光通讯的顾客其实都来自私人界，立通的MTNS业务虽也有涵盖私人界，但强项却是大马通讯与多媒体委员会（MCMC）的乡区电讯基建，换句话说就叫“同一片海不同海域”，各有各做。

更何况，5G和NFCP所带来的百亿商机，也不是一两家公司能独揽独吞的，兆光和立通完全能和平共存，所以笔者才会把两家公司都纳入《股海组合》里，而不是只选一家，以期同时把握政府与私人界释出的诱人投资机会。

业绩有望重返升势

2018年初上市马股才不到半年，大马政府改朝换代，许多政策顿时生变，大市草木皆兵，许多公司急忙收紧开销，等待时局明朗。在这段过渡期里，兆光通讯业绩出现回调，加上对金融与契约资产进行拨备，2019财政年营业额按年下滑了4.5%，净利更锐减近50%至487万令吉。

不过，随电讯基建投资料从今年起飞，兆光通讯料渐渐受惠于市场复苏。单以营运层面而言，去年业绩估计已经近底，就看何时好转。

大客华为带来商机如上文所述，兆光通讯拥有很完善的业务网，国内主要电讯公司和供应商大多数是该公司客户。因此，一旦领域投资大量增加，兆光通讯便有机会左右逢源，成为赢家之一。

该公司大客之一的华为，凭著高质量科技研发在过去10年间迅速崛起，如今已贵为全球最大的通讯设备制造商，受市场看好能借助其在大马5G市场的领先优势，进一步渗透国内通讯市场，这间接为兆光通讯带来更多商机。

5G若要达90%覆盖率建电讯塔及开销成本75亿

除价值216亿令吉的NFCP，MCMC上周发布的5G特工队报告更估计，5G若要在大马达到90%人口覆盖率，还需要另外约1万座电讯塔，预计得花上51亿令吉来兴建，加上网络提升、系统和其他开销，总成本估计为75亿令吉，这再一次暗示在政府大力推动下，电讯基建投资将会迎来难以逆转的升势。

整体来说，兆光通讯拥有可观经常性收入加持，短期业绩保住盈余问题不大，专攻3大类电讯支援服务和完善顾客网，让该公司有浓厚机会捕获大量基建投资带来的契机，让业绩重返升势，加上市值不到9000万令吉，规模小但潜能大，不失为“小刀锯大树”的好选择。

Posted by wehcant > 2021-02-19 11:47 | Report Abuse

Why so bullish today?

Posted by Michael Kwok > 2021-02-19 11:48 | Report Abuse

Binacom will worth at least 60 cents range.Based on chart and contract coming March onward.Market will rise ahead of news.

Posted by zerocool7199 > 2021-02-19 11:53 | Report Abuse

Yes..when contract kick in binacom will be at least 60-70cents

Posted by wehcant > 2021-02-19 11:55 | Report Abuse

Very conservative TP but OK, it's a good start.

Posted by VennesA > 2021-02-19 12:41 | Report Abuse

What I heard is that for Jendela project there is a specific spectrum requirement. Not sure if Binacom met the requirement?

Posted by VennesA > 2021-02-19 13:55 | Report Abuse

All the awarded company being mentioned but not Binacom.. Am I missing something? Pls share..Don't want to loose my money again.

Posted by Force > 2021-02-19 15:39 | Report Abuse

Price now too high, don't chase. Else will buy high.. Wait price adjust

Posted by wehcant > 2021-02-19 16:48 | Report Abuse

Binacom is not the frontliner. That's why it's name is not mentioned. Binacom, Opcom, Redtone, OCK, All will benefit from it, one way or another.

Posted by zerocool7199 > 2021-02-19 19:26 | Report Abuse

Next week malaysia market will cont rise.vaccine sunday arrive..huhuhu

Posted by zerocool7199 > 2021-02-19 19:31 | Report Abuse

https://klse.i3investor.com/m/blog/savemalaysia/2021-02-19-story-h1541171744-Malaysia_s_first_batch_of_Covid_19_vaccines_to_arrive_on_Sunday.jsp

Posted by wehcant > 2021-02-19 20:16 | Report Abuse

Redtone's revenue and profit has increased. Likewise, Binacom will follow suit. Keeping my fingers crossed.

Posted by muszair > 2021-02-19 23:12 | Report Abuse

BINACOM is simply Huawei 5G contractor, their expertise is providing satellite internet to rural area using VSAT (macam piring Astro). Just read the annual report and their website.

Posted by zerocool7199 > 2021-02-20 11:27 | Report Abuse

And binacom is biggest maincon for maxis too..still got horse run for the coming 5G project from maxis?next week limit up la!!

Posted by muszair > 2021-02-20 14:17 | Report Abuse

Maxis, yes. Exactly!

Posted by zerocool7199 > 2021-02-20 14:32 | Report Abuse

https://www.theedgemarkets.com/article/binasats-gamechanging-teleport-facility

Posted by zerocool7199 > 2021-02-20 14:33 | Report Abuse

http://www.sharetisfy.com/2020/02/the-reason-why-binacom-share-spiked-up.html?m=1

Posted by zerocool7199 > 2021-02-20 14:35 | Report Abuse

Some old news but i think worth to study..

Posted by SingInvestor > 2021-02-20 20:41 | Report Abuse

Thank you. ;)

Posted by zerocool7199 > 2021-02-20 22:01 | Report Abuse

https://themalaysianreserve.com/2019/04/16/binacom-rates-moderate-risk-by-hlib/

Posted by Michael Kwok > 2021-02-20 22:09 | Report Abuse

Still some copy me.Tht means im popular.


Posted by Michael Kwok > Feb 19, 2021 11:48 AM | Report Abuse X

Binacom will worth at least 60 cents range.Based on chart and contract coming March onward.Market will rise ahead of news.

Posted by Michael Kwok > 2021-02-20 22:15 | Report Abuse

No need them all.People will wait till neck hang.2019 now then up.Me, no need wait so long.

Posted by MissingPuzzles > 2021-02-20 22:37 | Report Abuse

Yes indeed! Hahahaha!

Posted by Mandyfung > 2021-02-21 08:09 | Report Abuse

Binacom canteeeeeeeeeek. Fly high up tomorrow.

Posted by zerocool7199 > 2021-02-21 12:21 | Report Abuse

https://www.theedgemarkets.com/article/aircraft-bringing-first-batch-covid19-vaccine-landed-klia-1007am

Posted by sengkee > 2021-02-22 09:20 | Report Abuse

5G is coming

Posted by dp_pupi > 2021-02-22 09:23 | Report Abuse

Huat!

Posted by Force > 2021-02-22 09:29 | Report Abuse

How come move so fast but I really think if buy now not right. Should wait for price adjustment else will hold the knife

Posted by Force > 2021-02-22 10:22 | Report Abuse

Wait la.. See drop la

Posted by MrsLee > 2021-02-22 13:32 | Report Abuse

Aiyoh... Can't break 0.510...

Posted by cywk > 2021-02-22 16:02 | Report Abuse

can grab now?

Posted by cywk > 2021-02-22 16:02 | Report Abuse

price cheap now, it's time to enter?

Posted by MrsLee > 2021-02-22 16:15 | Report Abuse

Time to enter....0.455

Posted by Force > 2021-02-22 16:58 | Report Abuse

Haha... Luckily I wait... Wait la I think we can get cheap lagi