Posted by armadasaxon > 2018-11-22 11:42 | Report Abuse

kikiki..oredi said..

Posted by Jaden > 2018-11-22 13:40 | Report Abuse

Armadasaxon pandai..
Good afternoon

Posted by Jaden > 2018-11-23 10:20 | Report Abuse

Hehe.. can jatuh ka below 68 cents

Posted by Dingdongbell > 2018-11-23 16:27 | Report Abuse

Will top up at 70

Posted by Dingdongbell > 2018-11-23 18:38 | Report Abuse

QR good. Sad did bot buy at 72

Posted by newbie5354_ > 2018-11-23 22:54 | Report Abuse

sifus can explain more why QR is good?

Posted by Alen1 > 2018-11-26 21:24 | Report Abuse

At 5pm, the KLCI was up 6.11 points of 0.36% to 1,701.99. Turnover was 1.74 billion shares valued at RM1.41bil. There were 354 gainers, 452 losers and 383 counters unchanged.

Join my group for Holding updates and daily short term trades with Technical and Fundamental analysis. ( whats app at 60 11 5796 8095 )

Posted by Dingdongbell > 2018-11-28 18:20 | Report Abuse

My spare bullets bgt hibiscus already.. wait to sell then buy :)

Posted by Mohd Zukarnan Mat Zin > 2018-11-29 05:25 | Report Abuse

Dow Jones huge rising..Sorry for cheapest hunter to buy opcom

Posted by Jaden > 2018-11-29 12:50 | Report Abuse

Will buy lagi..

Posted by Jaden > 2018-11-30 11:49 | Report Abuse

Dis is my nombo 1 favorite counter 1 whole KLSE.. will accumulate & keep at least 3-4 years then onli decide..

Posted by organic > 2018-11-30 12:04 | Report Abuse

sure bo?

Posted by Plug > 2018-11-30 15:17 | Report Abuse

I just wondering MM also cant help his son counter??

Posted by Plug > 2018-11-30 15:20 | Report Abuse

emaciated counter..

Posted by organic > 2018-11-30 16:02 | Report Abuse

MM son let go all share d? plug

Posted by Plug > 2018-11-30 16:13 | Report Abuse

really?? haha

Posted by Plug > 2018-11-30 16:13 | Report Abuse

how do y know?? haha

Posted by organic > 2018-12-01 08:21 | Report Abuse

plug. few ago story, now left small share on hand. how to go up

Posted by Jaden > 2018-12-03 11:54 | Report Abuse

Buy little bit dapat kopi duit lo..

Posted by Jaden > 2018-12-03 11:59 | Report Abuse

Don't miss the boat lo..

Posted by Jaden > 2018-12-04 13:33 | Report Abuse

Pandai..
Long term Rm3.00 to Rm10.00

Posted by Dingdongbell > 2018-12-04 16:22 | Report Abuse

Bgt at 71 to average down to 72.8....

Posted by Jaden > 2018-12-06 08:53 | Report Abuse

Dis counter can.. but world market no good

Posted by Jaden > 2018-12-07 15:39 | Report Abuse

Wah,.. no power

Posted by jit008 > 2018-12-10 13:00 | Report Abuse

Cock counter..deserve to be at 30 cents!!

Posted by Change_ > 2018-12-13 14:35 | Report Abuse

GE15 vote anything except PPBM-UMNO.

Posted by Change_ > 2018-12-13 14:35 | Report Abuse

Ramkarpal: Umno reps switching allegiance to Dr M is a ‘dangerous development’
Read more at https://www.thestar.com.my/news/nation/2018/12/13/ramkarpal-umno-reps-switching-allegiance-to-dr-m-dangerous-development/#cTxtpZf6AuZZaQkd.99

Posted by calvintaneng > 2018-12-25 21:08 | Report Abuse

Merry Christmas to all at Opcom
THE Champion PH election stock

Posted by Jaden > 2018-12-26 08:28 | Report Abuse

Agree.. dis best buy

Posted by calvintaneng > 2019-01-01 22:02 | Report Abuse

Happy New Year

Posted by Jaden > 2019-01-02 08:08 | Report Abuse

Happy New Year 2019..

Posted by sengkee > 2019-01-05 07:13 | Report Abuse

Anytime

Posted by manikams > 2019-01-07 09:36 | Report Abuse

No hope

Posted by Jaden > 2019-01-09 16:20 | Report Abuse

Got hope la.. hehe

Posted by Dingdongbell > 2019-01-09 21:42 | Report Abuse

Hope coming. :)

Posted by Jaden > 2019-01-11 13:27 | Report Abuse

I think got big projects coming.. big sharks slow slow collect

Posted by Jaden > 2019-01-18 09:32 | Report Abuse

Will buy 10 lots .. hehe

Posted by Jaden > 2019-01-18 10:33 | Report Abuse

Hello kawan kawan.. ini good

Posted by Ubah_ > 2019-01-18 10:44 | Report Abuse

Tun M jaga Opcom saja? Ubah PM baru jaga semua kaunter?

Posted by Jaden > 2019-01-18 10:45 | Report Abuse

Don't tukar Anwar first bcos I have 50 lots wait 1.20 haven't sell.. hahaha

Posted by calvintaneng > 2019-01-18 20:56 | Report Abuse

Wahaha!

Mesiniaga got billion job award for Hk East Malaysia fiberisation

Sure got fresh orders coming for Opcom soon

Posted by Jaden > 2019-01-23 12:45 | Report Abuse

Wah.. Opcom no power

Posted by commonsense > 2019-01-23 22:06 | Report Abuse

This company share price shoot up after the general election because of its major shareholder being Mukhriz Mahathir. Investors are hoping that since he is part of the winning coalition (and Tun M being the new PM) contracts will start flowing back into the company which is a bit of a wishful thinking in my opinion. Even if Mukhriz can get any favourable contracts from the government (or GLC), Opcom would be the last vehicle that he would want to use to get them. All eyes (opposition, public, NGO etc) are already on this company and any contract awards that are not based on open tender will invite criticism as well as potential investigation by the MACC in the future (Tun M is only expected to stay as PM till 2020).

Anyway, in terms of financial performance the company managed to deliver a profit of RM1.9mil to its shareholder in 1H19. However, please take note that a big portion of the profit (RM900k) are actually due to forex gain. Excluding that, the 1H19 profit would have actually been around RM1mil only. Assuming the business pick up in 2H19 and the company managed to deliver a total profit of RM3mil for FY19 (average profit for 3Q and 4Q need to be around RM1mil per quarter), at the current share price, the company is currently valued at around 35x PE. If the company managed to outperform and deliver a profit of RM5mil in FY19 (avg profit of RM2mil for 3Q & 4Q), the company would still be valued at a high of 21.2x PE.

Investors need also to take note that the previous contracts are mostly awarded by Telekom Malaysia which currently is facing some operational difficulties given the government insistent for TM to reduce their price offering to the public but at the same time increase the service quality level. This would only mean lower revenue but higher cost which will affect TM’s bottom line in the future. I doubt that their future contract tenders would provide high profit margins to its contractors (Opcom included).

If you are looking to diversify your portfolio outside of Opcom (due to its earnings uncertainties and the relatively high valuation) I would recommend you to look at MBMR.

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.9x PE (based on target FY18 profit of RM145mil. 9m profit is already RM106mil). PB is low at only 0.7x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

FY19 growth will be driven by the still high demand of new Myvi and the newly launched SUV Aruz and also the newly revamp Alza in 2H19. The recent announcement of closure and potential disposal of the loss-making alloy wheel manufacturing business alone is expected to boost the company’s profit by an additional RM10mil to RM20mil. I am projecting a profit to shareholder of RM170 mil for FY19 which at the current price values MBMR at only 5.9x PE.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. There are 8 analysts in total covering the stock with most of them having a TP of above RM3 (all have a buy rating). The average TP for the 8 analysts is around RM3.50.

Good luck.

Posted by Jaden > 2019-01-25 17:02 | Report Abuse

Hahaha.. thank you Commonsense..
.. but my money all stuck here d

Posted by Thepainfultruth > 2019-02-06 19:57 | Report Abuse

OPCON

Posted by rugktl > 2019-02-15 09:44 | Report Abuse

Any updated news?

Posted by armadasaxon > 2019-02-15 09:47 | Report Abuse

Wah

Posted by callmehorny > 2019-02-15 10:30 | Report Abuse

Wah what news?

Posted by Grace Loh > 2019-02-15 10:33 | Report Abuse

UP UP UP

Posted by Plug > 2019-02-15 11:06 | Report Abuse

so mine 0.90 need to wait for how long???