Author: calvintaneng | Publish date: Mon, 16 May 2016, 06:28 AM
OPCOM - OPTIMAL COMING VALUE
Author: calvintaneng | Publish date: Mon, 11 Jan 2016, 09:47 PM
While doing my rounds in Iskandar I met a Senior Media Reporter.
He told me that Microsoft is looking for a site in Sedenak, Kulai, to set up a Rm6 Billions Data Center.
Ha! And according to him, the lands belonged to Kulim.
Hmm?
Is that the reason why Johor Corp taking Kulim private at Rm4.10?
Well, it doesn't matter now. I called for a buy on Kulim at Rm2.50. At Rm4.10 I should be getting a nice 60% windfall.
But why Microsoft needs such a Huge Data Center?
The answer is given by the 2015 Annual Report of Opcom
It begins with these futuristic words,
"PROGRESS THROUGH INNOVATION
Demand for data and video is fueling an increase in Fiber Optic services and has been enjoying great growth for the past decade.
Only fiber, with its long reach, reliability, space savings, immunity to interference can deliver high quality services at even faster speed.
Yes, Microsoft bosses have said that in the future everything will Be "Stored In The Cloud".
All printed books will be E Books and all Music CD and DVD will be obsolete. Both E Books & Music video could be downloaded directly on our Iphone through the Internet or the WWW (World Wide Web).
No wonder Amazon did so well this year selling its E Books and Kindle Services (Amazon share price rose100% this year!)
And all shoppings will be done online in future. The huge success of Alibaba, Tabao, Singpost & Amazon is a testament to the Future of Online Marketing.
And above it all is the Growing Demand for Fiber Optic Cables.
Last time when PM Badawi implemented 9 MP Infrar projects I FORESEE the need for cement due to huge infrastructure projects. I bought YTL Cement, CIMA, Lafarge & Tasek Cement. As time proved they were very profitable. So profitable that YTL Cement & CIMA were taken private and Lafarge rose from 66 cents to over Rm10.00 - A Blue Chip. Tasek rose from Rm2.90 to Rm14.70 today (Incidentally Tasek is the highest dividend stock at 9.64%)
For Fiber Optic which requires higher technology there is a barrier to entry. So OPCOM dominates the market. Opcom also has a strong Moat as it is backed by Telekom which is a recession proof utility.
How much profits will OPCOM make in its Entire Business Enterprize?
Will it beats all the Cement Companies.
It is yet to be seen.
But this we know for sure.
OPCOM WILL GROW FROM STRENGTH TO STRENGTH AS THE FUTURE IS AS BRIGHT AS FIBER CAN TRANSMIT LIGHT AT THE VERY SPEED OF LIGHT.
OPCOM?
OPTIMAL
COMING
FUTURE
Regards,
Calvin
He told me that Microsoft is looking for a site in Sedenak, Kulai, to set up a Rm6 Billions Data Center.
Ha! And according to him, the lands belonged to Kulim.
Hmm?
Is that the reason why Johor Corp taking Kulim private at Rm4.10?
Well, it doesn't matter now. I called for a buy on Kulim at Rm2.50. At Rm4.10 I should be getting a nice 60% windfall.
But why Microsoft needs such a Huge Data Center?
The answer is given by the 2015 Annual Report of Opcom
It begins with these futuristic words,
"PROGRESS THROUGH INNOVATION
Demand for data and video is fueling an increase in Fiber Optic services and has been enjoying great growth for the past decade.
Only fiber, with its long reach, reliability, space savings, immunity to interference can deliver high quality services at even faster speed.
Yes, Microsoft bosses have said that in the future everything will Be "Stored In The Cloud".
All printed books will be E Books and all Music CD and DVD will be obsolete. Both E Books & Music video could be downloaded directly on our Iphone through the Internet or the WWW (World Wide Web).
No wonder Amazon did so well this year selling its E Books and Kindle Services (Amazon share price rose100% this year!)
And all shoppings will be done online in future. The huge success of Alibaba, Tabao, Singpost & Amazon is a testament to the Future of Online Marketing.
And above it all is the Growing Demand for Fiber Optic Cables.
Last time when PM Badawi implemented 9 MP Infrar projects I FORESEE the need for cement due to huge infrastructure projects. I bought YTL Cement, CIMA, Lafarge & Tasek Cement. As time proved they were very profitable. So profitable that YTL Cement & CIMA were taken private and Lafarge rose from 66 cents to over Rm10.00 - A Blue Chip. Tasek rose from Rm2.90 to Rm14.70 today (Incidentally Tasek is the highest dividend stock at 9.64%)
For Fiber Optic which requires higher technology there is a barrier to entry. So OPCOM dominates the market. Opcom also has a strong Moat as it is backed by Telekom which is a recession proof utility.
How much profits will OPCOM make in its Entire Business Enterprize?
Will it beats all the Cement Companies.
It is yet to be seen.
But this we know for sure.
OPCOM WILL GROW FROM STRENGTH TO STRENGTH AS THE FUTURE IS AS BRIGHT AS FIBER CAN TRANSMIT LIGHT AT THE VERY SPEED OF LIGHT.
OPCOM?
OPTIMAL
COMING
FUTURE
Regards,
Calvin
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