In terms of fibre, TNB alone has over 12,000 km across the nation and it has 9.2 million customers. If its fibre and poles are given access to and if it is technically viable, large parts of the nation can have fast broadband. TM has its own poles for connectivity.
Besides that, TM has over 54,000 km of fibre deployed globally, Time dotCom Bhd over 7,000 km running along the North South Expressway.
Others with fibre include Fiberail Sdn Bhd (owned by TM, KTM and Petrofiber Network (M) Sdn Bhd) with 4,800 km running along the railway tracks; Fiberail (owned by TM and TNB) has 110,000 km across Peninsular Malaysia and Sabah. There is also about 1,000 km of fibre on federal roads.
Other players like Sacofa has its own fibre optic network in East Malaysia, and the three major cellular players, Celcom Axiata Bhd, Digi.Com Bhd and Maxis Bhd , have similar infrastructure but it is mainly for their cellular networks.
1) under NFP in 2018, TM held open tender for the supply of fiber optic cable 384 core loose tube with closing date 23/2/2018.
2) Opcom FY19 annual report recorded the lowest profit from average 3 years RM 7 million to RM 0.5 million, FY20 (2Q) is loss ( RM 1.5 million) .
3) Opcom appointed 2 CEO after 2 co- founder are resigned / retired , CEO and Chairman . The newly appointed 2 CEO : one is from sales and marketing , one is from operations.
4) TM is awarded 2018 open tender for broadband installation and restoration to Opcom valid until Dec'2019. Should be using Ericsson network equipment not exinda network.
5) TM is signed MOU with Huawei on 5G , not Ericsson.
6) Digitalise infras RM 50.3 billion : include NFCP RM 21.6 billion, include IR4.0 RM 20.7 billion ( cash and non cash incentives on software , hardware and machines ).
Posted by newbie4444 > Jan 11, 2020 11:34 AM | Report Abuse
Let CalvinTanEng answer first bec I ask more.
Calvin happy to answer
Last time when Pm Badawi implemented 9MP for HUGE INFRAR JOBS I bought all the CEMENT COMPANIES
Bought
CIMA at Rm2.40 (UEMS took it private later)
LAFARGE AT 66 SEN (This one sold down by the MILLIONS at 6 SEN in Panic when Calvin was buying and buying, real terror to see people DUMPING LAFARGE AT 66 SEN When I Was Buying.
Later Lafarge merged 10 to 3 with 20 Cents Cash pay out. AND THEN LAFARGE MOVED UP OVER RM10.00 TO BE BLUE CHIP. If only those who SLD at 66 sen could see the future!!!
BOUGHT YTL-CEMENT AT RM2.20 (AHA! ONE DIRECTOR SOLD 100,000 SHARES OF YTL-CEMENT AT RM2.40?) People doubted YTL-CEMENT. BUT YTL CORP TOOK YTL-CEMENT PRIVATE AT RM5.00 FOR MORE THAN 100% UPSIDE.
SO IF DIRECTORS SELL OPCOM NOW IS NO BOTHER AS OPCOM EXPECTED TO REACH RM1.30 1ST
BOUGHT TASEK CEMENT AT RM2.90
THEN HONG LEONG GROUP OFFERED MGO FOR TASEK AT RM3.80
BUT LISTING CONTINUED AND TASEK ROSE TO RM16.00
CALVIN WAS CHUN CHUN ON CEMENT BULL RUN FOR YEAR 2006/7/8
SO WILL BE NFCP BULL RUN
PEOPLE WERE DOUBTING ABOUT LAFARGE AT 66 SEN THEN. SO PEOPLE DOUBT NETX AT 2 SEN NOW
DIRECTORS SOLD SOME YTL-CEMENT THEN. SO DIRECTORS SOLD SOME OPCOM NOW IS OK
My strong prediction in my heart,, a very Strong of upward surge for opcom is coming.. Which we had not seen before.. We all have to pray hard, that there won t be any disturbance from any parties, who had miss the run, and will try to pull the price down.. Usually research houses will do this... Amen we pray
Once awards starts rolling, nobody looks at the past, it s the future earnings.. Lately the statement made by Gobind, saying, that opcom is not the main beneficary of this NFCP, rolling of awards cause it s not the license holder.. Yes this is true it s fair enough, everyone knows bout this. And he Gobind should also had said, that this also will benefit opcom in some other ways, cause it is a fibre optic supplier.. But he did not mention this... He only took out the damaging statements from his mouth.. He should had acted fair to opcom.. I am very very sure this Gobind had done it now, and he will do it again in future when Opcom is surging high.. When leaders are taking out statements from their mouth, they must be very carefull that those statements are not damaging type to a single party like in this case is opcom.. He Gobind should had acted fair, when giving out statements like this.. Hope this guy Gobind won t distroy the upsurge of OPCOM in future by giving out some unfair statements from his mouth
@Mikecyc,, is DURA company registered on bursa?? Here i think volume will play a part, cause it s a very very very big project NFCP.. so naturally they will search companies that had past experiences.. Yes it s true not only opcom will benefit this, but there will be others too.. Probelm starts when this jokers starts buying cheap fibre optics from china.. Hope they buy this from our local manufacturers, that has a Good After Sales services and quality is better.. From China, it s cheaper, quality low,, after sales services is hopeless, sometimes none.. We must go for local good quality products
Definitely local manufacturers will be benefited . As read Dura factory land is 8 acre , Opcom is 10 acre. I had a query why Opcom revenue and profit is reduced in FY19 under NFP , further to 2 Q FY20 is at loss under NCFP.
Mikecyc,,, the real work on NFCP had not started yet,, soon the giving of awards will start,, then the awards winners will sub it to vendors.. It s a five years program.. Patience is vital here.. Slowly slowly their profit build s up.. Rome was not built in one day,, time factor is here..
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....
newbie4444
1,264 posts
Posted by newbie4444 > 2020-01-11 10:59 | Report Abuse
Loss QR every qtr why 73 sen cheap? Cannot find cheaper ctrs in mkt with profit is it?