光纤化(FIBERISATION),高速網路 (HSBB)和 家用光纤(LAST MILE FTTH)须要OPCOM的参于- Calvin Tan Research

亲爱的朋友和投资者,

今天晚上的课程  :“光纤化(FIBERISATION),高速網路 (HSBB)和 家用光纤(LAST MILE FTTH)须要OPCOM的参于”

最近有关Broadnet启动新型光纤网络(New Fiber Network )及家用光纤( Last Mile FTTH)的传闻引起了Opcom的震动,以及Opcom的一些股东们的恐慌。

尘埃落定后,我们看到OPCOM成为马来西亚的主要光纤提供商拥有一个非常光明的未来,尽管面对马来西亚光纤化(FIBERISATION)的其他新进提供商的兢争。

 

为什么Calvin如此看涨?

这些是主要原因:

1)国家能源(TENAGA) &TELEKOM 从OPCOM手中购买光纤和天线。

TNB为其自己的资料库存储(Data Storage)购买了价值 RM2M-RM3M 的光纤(FIBER)。 由于TNB是处理电流,一种铜导体,它使用光纤来防止火灾,走电和其他危险。 光纤是电力的非导体。 所以光纤只能对TNB自身内部的资料库存和通讯需求起到资助作用

另一方面,TELEKOM 对高速網路 和家用光纤的覆盖范围非常广泛。 几年前,TM公司从OPCOM公司订购了Rm359M巨大的光纤光缆,用于其半岛高速網路 。 在最新的财政预算案中,马来西亚东部地区的高速網路预算已达10亿令吉。 而且,政府正在加紧家用光纤到每一个角落; 甘榜和城市, 山或山谷; 在Kl大都会或马来西亚各地的小岛屿。高速網路全面渗透将使马来西亚进入数碼时代。

 

2)TM&TNB的合并,使来自 广播网(BROADNET)的挑战已经停止

马来西亚太小(仅有3000万人),这将使高速網路 和 家用光纤 行业,不适合拥有另一个主导者。 因为这只会蚕食Telekom的市场份额。 所以TM与TNB合作来解决任何挑战。

 

3)这个好消息是否对某些人有利?

难怪最近Opcom的量和价都出现了突然的上涨

请参考以下股價表格

17/01/2018 0.40 0.385 – 0.40 0.395 0.00 (0.00%) 308,700
16/01/2018 0.40 0.39 – 0.405 0.395 -0.015 (3.66%) 628,900
15/01/2018 0.45 0.41 – 0.45 0.41 -0.04 (8.89%) 1,458,600
12/01/2018 0.43 0.43 – 0.455 0.45 +0.01 (2.27%) 201,000
11/01/2018 0.46 0.43 – 0.475 0.44 -0.03 (6.38%) 618,900
10/01/2018 0.495 0.46 – 0.50 0.47 -0.02 (4.08%) 817,200
09/01/2018 0.48 0.48 – 0.53 0.49 +0.04 (8.89%) 3,759,300
08/01/2018 0.39 0.385 – 0.45 0.45 +0.075 (20.00%) 3,722,000
05/01/2018 0.375 0.37 – 0.39 0.375 +0.005 (1.35%) 2,197,900
04/01/2018 0.375 0.37 – 0.375 0.37 +0.005 (1.37%) 100,100
03/01/2018 0.37 0.36 – 0.375 0.365 0.00 (0.00%) 683,000
02/01/2018 0.37 0.365 – 0.375 0.365 0.00 (0.00%) 128,600
29/12/2017 0.36 0.355 – 0.365 0.365 -0.005 (1.35%) 195,900
28/12/2017 0.38 0.36 – 0.38 0.37 -0.005 (1.33%) 740,200
27/12/2017 0.38 0.37 – 0.38 0.375 -0.005 (1.32%) 308,000

 

从201年1月5日的37仙的低点可以看出,Opcom在3天内涨到了53仙的最高涨幅43%!

3天成交量为960万股OPCOM。在T3和T4之后,价格回落到40仙以下的大部分股票是由内幕人士采取的?
那么是否将会有其他巨大的订单来自OPCOM?

 

现在人们认为OPCOM是反对国阵可能从中国进口光纤维。这是不可能的,如果国民政府想要降低成本。

 

随着阿里巴巴的巨大成功在中国和世界,中国现在对光纤有着巨大的需求。 与中国在全球各地抛销多余的钢铁不同,光纤维实际上在中国的是短缺的

请看以下报導:

光纤短缺全球范围

对于那些已经在这个行业的人来说,光纤短缺的话题并不是新鲜事,但对于那些不了解这些事实的人来说,这将是一件很陌生的事情。.

实际上,在全球当中,当当中国已消耗了全球纤维产能的56%,其次是美国消费12.7%,其次是日本8.2%。 世界其他地区则消耗23.1%的光纤。 在这种情况下,光纤制造公司前景乐观,因为他们可以提高价格销售光纤。 光纤公司以逐渐高的价格销售光纤,小批量供运所有客户光纤,以更他们的业务继续获得巨额利润。

预计未来几年单模光纤的光纤需求将会增长,造成这种光纤短缺的主要原因是家用光纤(FTTH)网络项目将光纤消耗增加了全球总光缆消耗的46%。 家用光纤将继续取代DSL和其他低速网络业务。

由于光纤短缺,光纤预制生产企业的需求也很大,这些公司也没有签订新的合同。

考虑到光纤的大量需求,大多数公司已经开始大力建设新工厂,以提高光纤预制和光纤拉丝机能力日益增长的需求。 光纤预制行业2015年已经达到11,017吨,到2020年增长21.6%,预计达到2.1万吨。

智能手机,平板电脑和其他手机流动设备上数据流量的增长创造了对光纤的需求,不仅在大城市,而且在全国范围内,都对光纤产生了需求。 来自新兴国家的互联网需求,工业化程度不断提高,电信业不断增长。 这些因素以及即将到来的能源,交通,网络,机构场所和住宅项目的基础设施项目预计将推动光纤市场。 更令人欣慰的是,现在越来越多的学校和教育机构设施将把教育系统改为电子教室,这些改变是可能的如果现在开始建设家用光纤(FTTH)网络。

中国目前正在忙于“宽带中国”,“互联网+”和“全光纤网络”的4G&5G项目实施,突然中国宣布停止他所有的项目,那么光纤盈余的情况就会出现,人们会生气 如何利用大量的剩余光纤。 中国将在未来五年继续领导全球家用光纤用户的增长。 中国的“光纤到户”

现今最大的问题是:这种光纤短缺将持续多久? 这个问题的真正答案是今天任何人都不知道的。 它只依赖于中国。 KANWARJITSINGH AHLUWALIA运营和技术总监 – FBR电缆

因为中国有很大的光纤短缺,将不会有任何出口马来西亚。光纤营业将带来巨大营利

为什么市场有需求?即然TNB在其电网(电力)中已经达到了要求呢?

这个答案是这样的:

TNB只有从一站到另一站的光纤。 想想心脏,肝,肾,脑,肺和胃的人体器官。 血脉连接他们。 那么光纤从一个TNB的电台连接到另一个电台呢?

现在,TNB没有“光纤到户”。 它只提供电力电缆。 就像“血液静脉”一样,需要将血液带到我们的手和手指,腿,脚和脚趾。 所以需要大量的光纤从TNB 电站连接到家庭和马来西亚的每一个角落。 所以HSBB(高速網路)和 LAST MILE FTTH(家用光纤)总共需要12亿美元。

这就是OPCOM将提供大量光纤的原因, 从中得利 !

 

 

TOP 30 SHAREHOLDERS OF MRCB REVEALS STARTLING SURPRISES! (Calvin Tan Research,Spore)

Dear Friends/Fellow Investors,

 

The more I investigate into the TOP 30 SUBSTANTIAL SHARE HOLDERS OF MRCB the more SURPRISED I GET!

And these are some New Revelations

 

ALL TOP 30 SHARE HOLDERS OF MRCB ARE LOCAL FUNDS & FOREIGN FUNDS

 

TOP 30 LARGEST SHAREHOLDERS AS AT 31 MARCH 2017 LIST OF THIRTY (30) LARGEST SHAREHOLDERS (without aggregating the securities from different securities account belonging to the same Depositor) No. Name No. of Shares %

 

1 Citigroup Nominees (Tempatan) Sdn Bhd Employees Provident Fund Board 728,927,897 33.91

TOP HOLDER IS EPF (THIS IS THE MAIN REASON WHY MRCB IS ABLE TO SECURE & NEGOTIATE FOR BIG TICKET PROJECTS LIKE KWASA DAMANSARA (OWNED BY EPF), BKT JALIL (GOVT OWNED) DISPOSAL FOR RM1.14 BILLIONS ALSO TO EPF.

SCRAPPING OF EDL TOO & COMPENSATION ALSO BY GOVT!!

 

2 RHB Capital Nominees (Tempatan) Sdn Bhd RHB Islamic Bank Berhad Pledged Securities Account for Gapurna Sdn Bhd 364,545,752 16.96

 

GAPURNA THROUGH ASSET SWAP GOT MRCB SHARES AT RM1.55 PER SHARE!!

 

Gapurna injects 33 acres of Klang Valley land into MRCB in RM729m corporate exercise

   | 963 views |  Topic : Property News.

KUALA LUMPUR: Malaysian Resources Corporation Bhd (MRCB) and Gapurna Sdn Bhd have teamed up in a RM729mil corporate exercise which would see Gapurna injecting 33 acres of land in the Klang Valley valued at RM459mil into MRCB.

In a joint statement issued on Friday, MRCB said it had signed several agreements with companies related to Gapurna Sdn Bhd for total purchase consideration of RM729mil.

This would comprise of RM111mil cash payment and issuance of 398.709 million MRCB shares with attached 113.971 million free warrants on the basis of two new MRCB warrants for every 7 new MRCB shares held.

MRCB also inked conditional share sale agreements with Nusa Gapurna Development Sdn Bhd (NGD) to acquire several of its subsidiaries, which owns the 33 acres of land in the Klang Valley for RM459mil, and Gapurna’s related companies Gelanggang Harapan Construction Sdn Bhd (GHC) for RM250mil and Gapurna Global Solution Sdn Bhd (GGS)for RM20mil.

Gapurna and the Employees Provident Fund Board own 60% and 40% of NGD. EPF also owns 42.2% of MRCB.

MRCB also entered into a first rights of refusal cum call option agreement with NGD to acquire all the remaining land and any future development lands secured by NGD over a period of three years and a RM50mil profits guarantee agreement with Gapurna for GHC.

The new MRCB shares is priced at RM1.55 per share, a premium of 25% above the last closing price of MRCB at RM1.24 on Thursday and a premium of 9% to 21% above the five days and one month weighted average price (VWAP) of RM1.28 and RM1.42 respectively up to Thursday.

 

3 Lembaga Tabung Haji 174,949,773 8.14 (NOTE: ON JAN 4, 2018  TABUNG HAJI BOUGHT 3 MILLION MRCB SHARES!!!)

 

And in year 2018 Tabung Haji has been buying more and more MRCB Shares!

This was what Tabung Haji did last year by buying DRb shares and pushing it from 92 sen to Rm2.60

 

 

 

 

 

 

4 Maybank Nominees (Tempatan) Sdn Bhd Bank Kerjasama Rakyat (M) Berhad 172,000,000 8.00

 

Under The MINISTRY OF FINANCE Bank Kerjasama Rakyat took up 172 Million  Private Placement shares of MRCB

 

ubstantial Shareholder’s Particular:

Name BANK KERJASAMA RAKYAT MALAYSIA BERHAD

Details of Changes:

Currency Malaysian Ringgit (MYR)
Date of Change Type Number of Shares
18-Aug-2016 Acquired 172,000,000
Nature of Interest Direct Interest
Shares Ordinary Shares of RM1.00 each
Reason Subscription of ordinary shares under a private placement exercise.

 

 

 

 

 

5 Malaysia Nominees (Tempatan) Sendirian Berhad Great Eastern Life Assurance (Malaysia) Berhad (Par 1) 27,954,500 1.30

 

Great Eastern Life Assurance needs no introduction as It is now going for IPO in KLSE fto raise Rm4.1 Billions!!

And This Biggest Insurance Company voraciously bought & bought into MRCB Shares!!!

 

6 Citigroup Nominees (Asing) Sdn Bhd Exempt AN for Citibank New York (Norges Bank 14) 27,230,500 1.27  (Foreign Fund)

Norwegian Fund (One of Europe’s Biggest Fund)

 

7 Citigroup Nominees (Asing) Sdn Bhd CBNY For Dimensional Emerging Markets Value Fund 14,818,800 0.69 (Foreign  fund)

This Value Fund is from USA. So far away they “SEE VALUE” in MRCB?

 

Tokio Marine Life Insurance Malaysia Bhd As Beneficial Owner (PF) 14,116,600 0.66

THIS INSURANCE FUND IS FROM JAPAN. Land of Rising Sun!

 

9 Citigroup Nominees (Asing) Sdn Bhd Exempt AN for Citibank New York (Norges Bank 12) 13,081,000 0.61 (Foreign  fund)

Another position taken by Norway!

 

10 Hong Leong Assurance Berhad As Beneficial Owner (Life Par) 12,973,400 0.60

Quek Leng Chan of Hong Leong Bank/Group also endorse MRCB?

 

11 HSBC Nominees (Asing) Sdn Bhd Exempt AN For JPMorgan Chase Bank, National Association (U.S.A.)11,553,400 0.54 Foreign Fund)

JP MORGAN (One of USA Top Investment Banks which survived the Subprime Crisis.

Ha! Startling Surprise!

Warren Buffet invest in JP Morgan with his own personal money!!

See

 

BREAKING: Warren Buffett PERSONALLY Holds JP Morgan Shares …

www.businessinsider.com/warren-buffett-jp-morgan-2012-2

Feb 27, 2012 – “I own some shares of JP Morgan. Personally. “You just got some news from me, Andrew.”

 

 

 

12 Citigroup Nominees (Asing) Sdn Bhd CBNY for Emerging Market Core Equity Portfolio DFA Investment Dimensions Group Inc 9,540,698 0.44  (Foreign Fund)

 

 

13 Citigroup Nominees (Asing) Sdn Bhd Macquarie Bank Limited (DBU A/C) 9,340,800 0.43  (Foreign Fund)

This is An Australian Fund.

 

14 Cartaban Nominees (Asing) Sdn Bhd Exempt AN For State Street Bank & Trust Company (West CLT OD67) 9,157,756 0.43 (Foreign Fund)

2nd Oldest Financial Institution of USA with USD2 Trillion Assets

 

15 Malaysia Nominees (Tempatan) Sendirian Berhad Great Eastern Life Assurance (Malaysia) Berhad (LPF) 9,133,600 0.42

 

 

16 CIMB Group Nominees (Tempatan) Sdn Bhd CIMB Bank Berhad (EDP 2) 8,988,600 0.42

 

CIMB Recemmends MRCB as This Year 2018 Top Picks.

 

17 Maybank Nominees (Tempatan) Sdn Bhd Etiqa Takaful Berhad (Family PRF EQ) 7,969,600 0.37

MAYBANK FUND

 

18 HSBC Nominees (Asing) Sdn Bhd BBH and Co Boston For Vanguard Emerging Markets Stock Index Fund 7,941,500 0.37 (Foreign Fund)

 

VANGUARD IS WORLD’S BIGGEST MUTUAL FUND. Sifu John Neff from Windsor Fund is a Branch of Vanguard.

VANGUARD IS A VALUE FUND.

 

19 Cartaban Nominees (Tempatan) Sdn Bhd PAMP For Prulink Equity Fund 7,710,000 0.36

PRUDENTIAL FROM UK! UK FUND!!

 

20 Malaysia Nominees (Tempatan) Sendirian Berhad Great Eastern Life Assurance (Malaysia) Berhad (LEEF) 7,266,100 0.34

 

 

21 Malaysia Nominees (Tempatan) Sendirian Berhad Great Eastern Life Assurance (Malaysia) Berhad (LGF) 6,830,700 0.32

Whoa! So bullish on MRCB?

 

22 HSBC Nominees (Asing) Sdn Bhd Exempt AN for Credit Suisse (SG BR-TST-Asing) 6,664,400 0.31 (Foreign fund)

SO MANY PEOPLE PARK THEIR CASH IN SWITZERLAND! AND CREDIT SWISS SLOSHING WITH CASH FINDS VALUE IN MRCB INSTEAD!!

 

23 Citigroup Nominees (Asing) Sdn Bhd CBNY For DFA Emerging Markets Small Cap Series 6,098,450 0.28 (Foreign fund)

USA FUND!

 

24 Malaysia Nominees (Tempatan) Sendirian Berhad Great Eastern Life Assurance (Malaysia) Berhad (Par 3) 5,993,700 0.28

 

Whoa!! SOOOO  BULLISH!!!

 

25 Cartaban Nominees (Tempatan) Sdn Bhd PAMB For Participating Fund 5,404,700 0.25

Another Fund Participaton in MRCB Bull Run?

 

26 HSBC Nominees (Asing) Sdn Bhd Exempt AN For Bank Julius Baer & Co. Ltd. (Singapore BCH) 5,064,066 0.24  (Foreign Fund)

THIS IS SWISS FUND!!

 

 

27 CIMB Commerce Trustee Berhad Public Focus Select Fund 4,800,800 0.22

Teh Hoong Peow of PUBLIC BANK also took position in MRCB!!

 

28 UOB Kay Hian Nominees (Asing) Sdn Bhd Exempt AN For UOB Kay Hian Pte Ltd (Spore) (A/C Clients) 4,626,3940.22  (In Spore it is pte ltd. Malaysia is Sdn Bhd) (Foreign Fund)

Singapore FUND!

 

29 Maybank Nominees (Tempatan) Sdn Bhd National Trust Fund (IFM Maybank) 4,404,900 0.20

MAYBANK FUND

 

30 Maybank Nominees (Tempatan) Sdn Bhd Etiqa Insurance Berhad (Balance Fund) 4,332,000 0.20

ANOTHER MAYBANK INSURANCE FUND!

 

 

Calvin comments:

 

1) Out of 30 Top Holders of MRCB 18 are LOCAL FUNDS & 12 are FOREIGN FUNDS (Not even one retail player)

MORE FOREIGN FUNDS WILL RETURN TO MALAYSIA IN COMING DAYS AND MONTHS

 

2) A check on buying movements for MRCB shows some 500,000 shares were transacted at one go! That’s more than half a million ringgit at one deal. This is the time of accumulation.

Once more LOCAL BIG BOYS & FOREGN BUYERS return MRCB will continue to move UPWARD like DRB

 

3) Total Shares owned by Top 30 Holders are Rm78.78%. So only 21.22% left in free float. (This might not be entirely accurate as Capital base has been enlarged by recent RI)

 

4) CIMB IB has just revised Target Price for MRCB from Rm1.19 to Rm1.31. Just as it did for DRB last year – expect constant Upward Revision of New Target Prices for MRCB as Good News Unfold One by One for MRCB in coming days

 

Please buy/sell after due diligence

 

Happy Regards

Calvin

 

ALMOST 80% OF MRCB SHARES ARE OWNED BY FUNDS!!!

MRCB MIGHT BE A FUTURE BLUE CHIP!!!