redtone is the ONLY listed company in bursa that focus on rural telco infrastructure,thats why they are the only listed company that have won contract directly from USP fund or MCMC.
two more weeks to 2020,now just sit back and relax,enjoy year end holiday,the real show should start january onward when NFCP 1 kick in by early january.
binacom?they are focusing on private sector jobs,mostly come from maxis,i dont think they'll bid for NFCP 1 as the the cost and manpower structure is totally different with what they are now,hard to compete with redtone in rural place,thats why binacom never awarded any USP project by MCMC.
of course,binacom might benefited from increasing private telco investment under NFCP,but when come to MCMC rural project,redtone is the one and only in bursa so far.
List of Stocks To Look Out For After PH's Win UPDATED 19 OCT 2018 – BY LOANSTREET
1st Tier Winners Companies owned or linked to Mahathir Mohamad and family. These are some of the hottest shares right now as previously, Mahathir's family had fallen out of favour with the then-ruling government and one of these companies had even been raided by the Inland Revenue Board (IRB). Remains to be seen whether these companies will receive preferential treatment, as what rumours once claimed.
1. Opcom Holdings Bhd - Manufacture of fiber optic cables and cable related products. Mokhzani Bin Mahathir is on the board of directors.
2. Petron Corporation - Oil refining and marketing company. Mirzan Bin Mahathir is on the board of directors.
2nd Tier Winners Companies owned or linked to associates of Mahathir Mohamad. These are just some of the companies that may stand to benefit (read: they've all been known at one point to be cronies of Mahathir) unless those days are well and truly over.
1. Eden Inc Bhd - Business activities include Food & Beverage and Tourism, to Energy and Manufacturing Sector. Fakhri Yassin Mahiaddin, son of former deputy prime minister Tan Sri Muhyiddin Yassin, is linked to this company.
2. Thriven Global Bhd - Focuses on all aspects of property development with emphasis on branded residential products for the middle-market. Also linked to Fakhri Yassin Mahiaddin.
3. Berjaya Assets Bhd, Berjaya Corporation Bhd, Berjaya Food Bhd, Berjaya Land Bhd, Berjaya Media Bhd & Berjaya Sports Toto Bhd - Owned by Tan Sri Dato' Seri Vincent Tan Chee Yioun, who enjoys close ties with Mahathir Mohamad.
4. Atlan Holdings Bhd - Investment holding and the provision of management, financial, technical and other ancillary services. Major shareholder is Tan Sri Dato' Seri Vincent Tan Chee Yioun.
5. Bermaz Auto Bhd - Distributor of Mazda vehicles & spare parts. Major shareholder is Tan Sri Dato' Seri Vincent Tan Chee Yioun.
6. REDtone International Bhd - Provider of integrated telecommunications and digital infrastructure services for organisations. Major shareholder is Tan Sri Dato' Seri Vincent Tan Chee Yioun.
7. YTL Corporation Bhd, YTL Hospitality REIT, YTL Land & Development Bhd & YTL Power International Bhd - Among others, is an integrated infrastructure developer and is amongst the largest companies listed on Bursa Malaysia. Owned by Tan Sri Dato' Sri (Dr) Yeoh Tiong Lay (deceased), taken over by his son Tan Sri Dato' (Dr) Francis Yeoh Sock Ping.
8. Maxis Bhd - Engages in the provision integrated telecommunication services. Close ties between Ananda Krishnan and Mahathir Mohamad.
9. MMC Corp Bhd - Utilities and infrastructure Group with diversified businesses under three divisions: ports & logistics, energy & utilities and engineering & construction. Owned by Tan Sri Syed Mokhtar Albukhary, known to be one of Mahathir's close associates.
10. Malakoff Bhd - Leading independent water and power producer. Owned by Tan Sri Syed Mokhtar Albukhary.
11. DRB-Hicom Berhad - Has dealings in the automotive industry; services and education industry; property, asset and construction. Interesting point to note: DRB-Hicom owns a 49% stake in Proton Holdings Bhd, famously known as Mahathir's "brain child". Owned by Tan Sri Syed Mokhtar Albukhary.
12. Country Heights Holdings Berhad - Property conglomerate that primarily focuses on property development and investment holdings, with subsidiaries involved in diverse industries such as health, hospitality, membership & tourism and education. Owned by Tan Sri Lee Kim Tiong @ Lee Kim Yew, close friend of Mahathir's who reportedly lent his private jet to Mahathir when others refused to do so and was also a vocal critic of Najib Razak.
1st Tier Losers Companies owned or linked to Najib Razak and family. These are probably the stocks to avoid since that family isn't exactly the most popular kid on the block anymore.
1. Sersol Berhad - Paints, coatings and industrial chemicals manufacturer. Najib's son, Mohd Nazifuddin Najib, is a substantial shareholder of SerSol with a 21% stake.
2. CIMB Group Holdings Berhad - Leading KL-headquartered ASEAN universal bank, one of the largest investment banks in Asia and one of the largest Islamic banks in the world. Chaired by Najib’s brother, Nazir Razak. Interestingly enough, he spoke out against his own brother, lamenting on "the failure of past governments to overcome structural rigidities and vested interest".
2nd Tier Losers Companies owned or linked to asociates of Najib Razak, and will most probably see their shares take a hit.
1. George Kent Malaysia Bhd - Water services and water works products as well as water infrastructure projects; ventured into rail transportation and healthcare sectors. Tan Sri Dato’ Tan Kay Hock, who sits on the Board of Directors, is close friends with Najib (friendship dates back to more than 25 years).
2. WCT Holdings Bhd - Investment holding company with an investment in two main subsidiaries, WCTB and WCT Land Sdn Bhd which are primarily involved in engineering and construction, property development and investment & management activities. Tan Sri Desmond Lim Siew Choon, good friend of Najib Razak and Rosmah Mansor (recently housed them in his Pavilion Residences), sits on the Board of Directors.
3. Malton Bhd - Deals in property development, construction and project management. Tan Sri Desmond Lim Siew Choon sits on the Board of Directors.
4. MyEG - Linked to Wong Thean Soon, who was reputed to have very close ties to the previous administration. Heavily dependent on favorable and exclusive government concessions.
5. Excel Force - Another company linked heavily to Wong Thean Soon of MyEG. Rumored to have been awarded contracts for an alternative trading system by the previous administration.
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....
Maxam
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Posted by Maxam > 2019-12-16 11:34 | Report Abuse
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