THE INVESTMENT APPROACH OF CALVIN TAN
OPCOM - OPTIMAL COMING VALUE
calvintaneng
Publish date: Mon, 11 Jan 2016, 09:47 PM
calvintaneng
0 1,860
Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
While doing my rounds in Iskandar I met a Senior Media Reporter.
He told me that Microsoft is looking for a site in Sedenak, Kulai, to set up a Rm6 Billions Data Center.
Ha! And according to him, the lands belonged to Kulim.
Hmm?
Is that the reason why Johor Corp taking Kulim private at Rm4.10?
Well, it doesn't matter now. I called for a buy on Kulim at Rm2.50. At Rm4.10 I should be getting a nice 60% windfall.
But why Microsoft needs such a Huge Data Center?
The answer is given by the 2015 Annual Report of Opcom
It begins with these futuristic words,
"PROGRESS THROUGH INNOVATION
Demand for data and video is fueling an increase in Fiber Optic services and has been enjoying great growth for the past decade.
Only fiber, with its long reach, reliability, space savings, immunity to interference can deliver high quality services at even faster speed.
Yes, Microsoft bosses have said that in the future everything will Be "Stored In The Cloud".
All printed books will be E Books and all Music CD and DVD will be obsolete. Both E Books & Music video could be downloaded directly on our Iphone through the Internet or the WWW (World Wide Web).
No wonder Amazon did so well this year selling its E Books and Kindle Services (Amazon share price rose100% this year!)
And all shoppings will be done online in future. The huge success of Alibaba, Tabao, Singpost & Amazon is a testament to the Future of Online Marketing.
And above it all is the Growing Demand for Fiber Optic Cables.
Last time when PM Badawi implemented 9 MP Infrar projects I FORESEE the need for cement due to huge infrastructure projects. I bought YTL Cement, CIMA, Lafarge & Tasek Cement. As time proved they were very profitable. So profitable that YTL Cement & CIMA were taken private and Lafarge rose from 66 cents to over Rm10.00 - A Blue Chip. Tasek rose from Rm2.90 to Rm14.70 today (Incidentally Tasek is the highest dividend stock at 9.64%)
For Fiber Optic which requires higher technology there is a barrier to entry. So OPCOM dominates the market. Opcom also has a strong Moat as it is backed by Telekom which is a recession proof utility.
How much profits will OPCOM make in its Entire Business Enterprize?
Will it beats all the Cement Companies.
It is yet to be seen.
But this we know for sure.
OPCOM WILL GROW FROM STRENGTH TO STRENGTH AS THE FUTURE IS AS BRIGHT AS FIBER CAN TRANSMIT LIGHT AT THE VERY SPEED OF LIGHT.
OPCOM?
OPTIMAL
COMING
FUTURE
Regards,
Calvin
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Discussions
Be the first to like this. Showing 43 of 43 comments
Koon Bee
I first heard about AWC when it was 30 cents. A surprise to see it closed at 45 cents. I think it is slightly above average company. But I think you should look at the bigger picture. PM Najib ir revising budget due to lower oil revenue. And there will be shrinkage of liquidity as a whole. All businesses will be squeezed in one way or another. So I will be very cautious not to chase AWC as it is already up 50%
Ahbeng11
Are you referring to unifi by Telekom?
At the moment not all TM networks are by fiber optic. Most are still using old copper wires for internet transmission.But in the future all will finally be replaced by fiber optic cables.
2016-01-11 22:11
Calvin...die la...i top up 1 mil unit today at 0.44/0.45 with total holding 1.5 mil unit now for AWC
2016-01-11 22:12
Aiyoo Koon Bee,
Never put all your eggs in one basket. Maybe Mr. Market will goreng AWC. Try to sell into strength and go defensive. For Mui Bhd you have to keep till divorce case force sale of assets.
2016-01-11 22:21
Wow!
Rm1.4 Billions? That's a lot of money. Forbes Magazine said that KKP only got Rm300 Millions to Rm400 Millions.
So the people of UK knows more than Forbes and all the Malaysians.
Just watch. There will be Great Revelation of Mui Group's Value!
2016-01-11 22:29
The news said Dato ex wife won and court estimated Dato Networth 2.8 b and the exwife get 50% on it
2016-01-11 22:35
Yes,
I think Pauline got the real picture. And British Judge consented. So KKP is really worth more than Rm300 Mil. This time Mui Bhd share holders kaya leow!
2016-01-11 22:41
woah, like that can push share up 4 sen.... I also want to do it but cannot. I am no Calvin.
2016-01-11 22:57
Desa20201956
It's like this.
Actually we are all inside a dark room with a Nice Treasure. So the treasure being overlooked and neglected got no value.
Since it's dark nobody notice it.
Calvin just pulled back the curtain and the sunshine flooded in.
Now every body can SEE the treasure. So the Treasure being appreciated appreciates in value.
2016-01-11 23:05
Calvin
Property in johor
http://www.thestar.com.my/business/business-news/2016/01/11/rehda-cautiously-optimistic-on-johor-property-market/
2016-01-11 23:58
Calvin can i have your email? or u email me at ngchinyow@gmail.com
I really like to ask you about FA, hope to keep in touch with u
2016-01-12 12:26
But look at chart, opcom is not suit keep as long term. But good for short term..
2016-01-14 09:23
Calvin. Is opcon will drop bck to 60sen... pls advise. Thank you so much
2016-01-14 15:58
Lambor
Just buy Opcom on weakness. Hold till announcement of Special Dividend. Price will shoot past 90 cents easily. History repeats itself.
2016-01-14 23:02
Calvin, market so bad, is still good to hold now ? PLS ADVISE. Thank you so much!
I was trade for few year, this time i really have no idea, what should do.
Please advise!
2016-01-16 03:14
Lambor,
Good morning,
Precisely because Market is so bad that we Must Go Into Defensive Stocks With Margin of Safety.
I have chosen Opcom Because it is insulated from coming storm. Just wait till announcement of Special Dividend.
2016-01-16 09:02
Lambor
I cannot tell how Opcom will perform over a short period but I am absolutely sure it will touch 90 cents when Special Dividend is announced.
At this stage price could go up, down or side way. So you have to think carefully and decide.
2016-01-16 14:27
Yes, Lambor,
I know Opcom very well. In Year 2008 Annual Report of Opcom I was one of Top 30 Major Shareholders.
2016-01-16 14:52
Okay calvin, i trust on you. I will hold even opcom drop now. Between i was email you on calvintaneng@gmail.com but haven't receive your email yet
2016-01-16 15:14
Lambor,
Yes, I received your email
Don't worry about the contract between Opcom & TM. They proceed according to Contract Award. Everything thing is on course.
2016-01-16 19:36
Another drop again , still can hold on opcom ? Because market so slow. haiz
2016-01-17 23:35
Lambo, if you can't hold pullback, pls hv a look on price chart before buying. Calvin is different, he can enter at any price once he see potential stock & hold firm on pullback
2016-01-17 23:52
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
15th Jan 2016 Opcom was priced at 0.77 MYR per share.
7th March 2024, Opcom is priced at 0.38 MYR per share
2024-03-07 12:57
Dinosaur 3iii does not know Mco lock down caused Uems fall below 25 sen, Ksl below 70 sen, Ytl power below 70 sen and now all up
So is Opcom now Hexcap
Others all rebounded and so will be Hexcap
2024-06-30 17:00
Peter Lynch said buy a cyclical when it's from rotten to mediocre
This is what Hexcap is doing
See
https://youtu.be/hCSD5zbNxeQ?si=ofsYliu2uVTzHmxW
2024-06-30 17:02
@calvin
Since hexcap is in data theme play now, why many research houses are not realising this, what are the hickups till hexcap is laggard at the moment?
2024-06-30 20:50
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Koon Bee
Calvin, can u comment on AWC?
2016-01-11 21:52