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14 comment(s). Last comment by calvintaneng 2024-06-27 00:09
Posted by calvintaneng > 2024-06-15 09:25 | Report Abuse
Transgrid Ventures track record of securing Tnb projects are unparalleled as it even secured building Power Station for Menara 118 the tallest building in Malaysia
Posted by Goldberg > 2024-06-15 09:39 | Report Abuse
Bro Calvin - THETA EDGE has the Edge
TELECOMMUNICATION ENGINEERING
SERVICES & CIVIL WORKS
Telecommunication networks are the arteries through which information flows, businesses thrive, and communities flourish. It’s not as simple as erecting towers and laying cables; it’s about weaving a network fabric that connects people, places, and possibilities. With this understanding, we craft tailored solutions that seamlessly blend engineering innovation with civil construction.
With Theta as your partner, you’re pioneering the connectivity of tomorrow. Step into our realm of possibilities and be captivated by our visionary approach to your telecommunication infrastructure needs.
Telecommunication Structure (Towers & Poles)
Technical Site Survey & Design
Civil, Mechanical & Electrical (CME) Works
Telecom Installation – RAN & Microwave
Radio Frequency & Network Optimisation
Outside Plant (OSP) Fibre
Broadband Fiberisation (BBF)
Posted by calvintaneng > 2024-06-15 11:17 | Report Abuse
Goldberg
good morning
Calvin happy to see you changed your mind and bought Jcy
Good move indeed
now Calvin had bought and sold Theta before and have studied this company
I think don't waste time with Theta as it got no catalysts and too many competitors
it is also selling far above NTA and no margin of safety plus also still no real earnings
see
https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3452535
Posted by Goldberg > 2024-06-15 11:21 | Report Abuse
Thanks Bro Calvin for your feedback.
Posted by calvintaneng > 2024-06-15 11:24 | Report Abuse
In science we study that things can only move
"According Newtonian Law of Motion"
an object will remain motionless unless an outside Force act upon it
the reason why Jcy, Notion and Dufu are moving is due to Ai and mushrooming of Data Center not just in Malaysia but by unison of World wide increase of Data Centers right now
same goes for Hexcap as two powerful forces are acting together
1. Tnb Rm90 BILLIONS JOB AWARD FOR POWER which will power up Transgrid Ventures
2. Accelerated demand for optic fibers by New Data Centers
Posted by calvintaneng > 2024-06-15 11:33 | Report Abuse
TNB Rm90 Billions for new Power Grid jobs very big sum
about 3/4 of Hsr which was cancelled due to high cost of Rm120 Billions
But Tnb got lots of earnings Locked in by all the New DC centers which demand lots more electricity
see hsr
https://www.nst.com.my/business/corporate/2024/02/1016228/analysts-question-viability-kl-singapore-hsr-project-rm120bil
and there are many players to share the pie in Hsr
for Tnb Rm90 Billions project there are only a very limited players in power epcc
And since Transgrid Ventures is a major player it will reap a lion share
Posted by investor2021trading > 2024-06-15 12:44 | Report Abuse
Immigration 1b offer for NIISe is a far cry from TNB Rm90b for new Power Grid jobs.
Posted by Goldberg > 2024-06-15 13:08 | Report Abuse
CLOUD & DATA CENTRE MODERNISATION- THETA EDGE
The landscape of technology is in a perpetual state of flux, and businesses are faced with the dual challenge of maintaining legacy systems while embracing the innovations that beckon from the horizon. Theta’s Cloud & Data Centre Modernisation service isn’t just a simple migration; it’s about reimagining your entire technology ecosystem.
Upcycle tech and ascend to the cloud, where limitless possibilities await. Overcome tech limitations and unlock the full potential of cloud & data modernisation to propel your organisation to new heights.
-Cloud Transformation
-Digital Asset Management
-Artificial Intelligence (AI) & Analytics
https://theta-edge.com/what-we-do/cloud-data-centre-modernisation
Posted by calvintaneng > 2024-06-16 22:59 | Report Abuse
investor2021trading got a point there .
immigration job for NIISe only a mere Rm1 billions project
Tnb capex is Rm90 Billions
people are still ignorant of Hexcap's potential
Posted by calvintaneng > 2024-06-16 23:45 | Report Abuse
Nvidia pricey but do you know Nvidia"s profit margin ?
for every one dollar sale Nvidia is getting a world record profit margin of 74%
I got a friend in Johor distributing Redbull drink
his profit margin was 6% and then it was cut to 3%
he said he got rent, wages and overhead cost and 3% profit margin is just not worth doing
so he closed his shop and retired
as DC Center theme play are mostly in Billions investment and also Tnb capex is Rm90 Billions there will be good profit margin cover
Posted by Goldberg > 2024-06-17 10:44 | Report Abuse
TNB Jobs in the offing for THETA EDGE?
The Board of Directors of the Company wishes to update that Theta Edge had appointed KEC INTL and KEC Malaysia as the principal / technical partner for TNB Vendor Pre-Qualification Assessment for Contractor for the Grid Project for "Pre-Q Substation, Pre-Q Overhead Lines & Pre-Q Underground Cables" for Tenaga Nasional Berhad.
The Pre-Q assessment was submitted in April 2024, and the 1st Technical Clarification was submitted in May 2024.
The Company will make the appropriate announcement if there is any material development.
This announcement is dated 30 May 2024.
Posted by paulthesotong > 2024-06-17 10:52 | Report Abuse
No result.
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THE INVESTMENT APPROACH OF CALVIN TAN
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save malaysia!
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CS Tan
4.9 / 5.0
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....
calvintaneng
56,836 posts
Posted by calvintaneng > 2024-06-14 02:17 | Report Abuse
TRANSGRID VENTURE = "TREMENDOUS GRIP" ON TNB PROJECTS