PM’s speech on Prihatin Economic Stimulus Package (NFCP FIBERISATION IS ON!!) Calvin Tan Research
March 29, 2020 By Calvin Tan Smart Investment
How are you all today?
As promised, I will announce the PRIHATIN Rakyat Economic Stimulus Package worth RM250 billion which will benefit everyone.
Of this, almost RM128 billion will be channelled to preserve rakyat’s welfare, RM100 billion to support businesses, including SMEs and RM2 billion to strengthen the economy. Meanwhile, RM20 billion has been announced in the earlier stimulus package.
Ladies and gentlemen,
For this purpose, the Government has identified a number of small projects such as improving roads, upgrading dilapidated schools in Sabah and Sarawak, cleaning houses of worship and police stations as well as upgrading
The Government will also continue the implementation of all projects allocated in the 2020 Budget including ECRL, MRT2 and the National Fiberisation and Connectivity Plan. This is in line with the Government’s focus to ensure the sustainability of economic growth.
My beloved Malaysians,
The PRIHATIN package manifests the Government’s concern for the welfare and well- being of the rakyat. The Government will provide direct fiscal injection of RM25 billion to ease the burden of rakyat and businesses in
this difficult economic situation. The strategies and measures that will be implemented are based on current fiscal capability and availability of liquidity in the domestic financial market.
The Government will ensure surplus in the fiscal current account and will not borrow to finance operating expenditure. Almost all of these measures are one-off to ease Federal Government’s financial burden in the medium-term. This is important to ensure our fiscal sustainability and debt position. Thus, the Government will need to reimplement fiscal consolidation measures in the medium-term to create fiscal space in the long-term.
As announced yesterday, to express our concern and care for the plight of the people in facing this difficult situation, my friends and I in the Cabinet and Deputy Ministers have agreed to a 2-month salary deduction and this will be channelled to the COVID- 19 Fund. This fund will be used to help the affected people following the outbreak of COVID-19.
In addition, I have also instructed all Ministries to review their budgets to look for savings so that it can be used to meet the medium-term measures to curb the outbreak.
I have also instructed the Ministry of Finance through the Unit LAKSANA to ensure that this PRIHATIN package worth RM250 billion will reach the rakyat swiftly.
Ladies and gentlemen,
We are a nation at war with invisible forces. The situation we are now facing is unprecedented in history. And, this Government may not be the Government that you voted for. But I want all of you to know that this Government cares for you. I accepted the fact that I came in as your Prime Minister not at the best moment. I face political, economic and health crisis all at the same time.
This unprecedented situation of course requires unprecedented measures. So, my dear brothers and sisters, and the children of this beloved country, whether you are a Malay, Chinese, Indian, Sikh, Iban, Kadazan, Dusun, orang asal, please bear with me and my friends in the Cabinet and the Government. We are not perfect but we are doing the best we can to pull through this crisis together, as one nation. God willing, we will come out stronger when this crisis ends and the dust settles. InsyaAllah.
I seek the support from all of you, let us join forces together to overcome this
Calvin comments:
The Government will also continue the implementation of all projects allocated in the 2020 Budget including ECRL, MRT2 and the National Fiberisation and Connectivity Plan. This is in line with the Government’s focus to ensure the sustainability of economic growth.
NOTE VERY VERY CAREFULLY
PURPOSE NUMBER ONE
THE GREENLIGHT FOR NFCP OR NATIONAL FIBERISATION AND CONNECTIVITY PLAN
IS NOW CONFIRMED TO CONTINUE AS BUDGETED
PURPOSE NUMBER TWO
The Government will also continue the implementation of all projects allocated in the 2020
ALL THE PROJECTS ALLOCATED
AND HOW MUCH WAS THE ALLOCATIONS?
ANSWER: RM21.6 BILLIONS
Already Allocated Thru Telekom = Rm10.8 BILLIONS
NFCP 1 = RM290 MILLIONS
NFCP2 to NFCP6 = RM3 BILLIONS
TOTAL SO FAR ALLOCATED = RM10.8 BILLIONS + RM290 MILLIONS + RM3 BILLIONS
= RM14.090 BILLIONS
THIS WILL BE A POWERFUL BOSTER FOR NFCP STOCKS LIKE REDTONE, BINACOM, OPCOM, NETX & CMSB
AND PROTECTION FROM THE RAVAGES OF CORONAVIRUS AS MANY BUSINESSES LIKE AIRLINES, TOURS, HOTELS, OIL & GAS (DUE TO PRICE WAR BY RUSSIA VERSUS SAUDI) EXPORTS & SMES WILL FAIL ONE BY ONE AS VICTIM OF THE ON-GOING LOCK DOWN CAUSED BY THE CORONAVIRUS
SEE NFCP BEING GOVT PROJECT IS INSULATED AND ISOLATED FROM CONTAGION
AND EVEN IF DOW AND WORLD MARKET CONTINUE TO CRASH NFCP STOCKS HAVE A SAFETY NET BY GOVT OWN INTERNAL FUNDING TO SAVE THE MALAYSIAN ECONOMY FROM DOWN TURN
LISTEN LISTEN! LISTEN!!
PURPOSE NUMBER THREE
The Government will also continue the implementation of all projects allocated in the 2020 Budget including ECRL, MRT2 and the National Fiberisation and Connectivity Plan. This is in line with the Government’s focus to ensure the sustainability of economic growth.
SEE IN BOLD LETTERS!!!
GOVENMENT’S FOCUS TO ENSURE THE SUSTAINABILITY OF ECONOMIC GROWTH!!
JUST AS US FED SAVED AMERICAN COMPANIES SO MALAYSIA NFCP WILL SAVE DIGITAL UPSTREAM COMPANIES
See
A) NOW THESE ARE THE STEPS AHEAD FROM MCMC THRU NFCP
1) NFCP1 HAS APPOINTED FGV & EDOCOT TO BUILD THE TELCO TOWERS
This is the lowest manual job that neede little skill
2) AFTER THAT BINACOM & REDTONE WILL BE CALLED IN TO INSTALL FIBER OPTIC CABLES
This is Fiberisation in Progress
3) FINALLY NETX WILL BE ROPED IN TO INCREASE & IMPROVE BANDWIDTH
Many have experienced slow internet speed due to the sheer volume of traffic lately due to more people going online
AND FROM TELEKOM TENDERS
Rm10.8 Billions already allocated to Telekom
As shown be Telekom Tenders they are in progress
Date | Tender Title | Tender Advertisement | Tender Summary | |||
---|---|---|---|---|---|---|
19/03/2020 | AMENDMENT: REQUEST FOR PROPOSAL (RFP) FOR THE PLAN, DESIGN, SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, ENGINEERING-PROFESSIONAL SERVICES, TRAINING, MANAGED SERVICES AND COMPREHENSIVE MAINTENANCE FOR TM 5G MOBILE NETWORK SOLUTION | Eng | BM | ||||
19/03/2020 | TENDER FOR INSTALLATION, COMMISSIONING, OPERATE AND MAINTAIN SECURITY INTEGRATED SYSTEM AT DOUBLE STOREY TERRACE HOUSES ASPIRA PARKHOMES (LANDED STRATA), PTD 209474 GERBANG NUSAJAYA, MUKIM PULAI, JOHOR DARUL TAKZIM. | Eng | ||||
16/03/2020 | AMENDMENT: REQUEST FOR PROPOSAL (RFP) FOR THE PLAN, DESIGN, SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, ENGINEERINGPROFESSIONAL SERVICES, TRAINING, MANAGED SERVICES AND COMPREHENSIVE MAINTENANCE FOR TM 5G MOBILE NETWORK SOLUTION | Eng | BM | ||||
15/03/2020 | REQUEST FOR PROPOSAL (RFP) FOR THE PLAN, DESIGN, SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, ENGINEERING-PROFESSIONAL SERVICES, TRAINING, MANAGED SERVICES AND COMPREHENSIVE MAINTENANCE FOR TM 5G MOBILE NETWORK SOLUTION. | Eng | BM | Key Summary |
10/03/2020 | REQUEST FOR INFORMATION (RFI) ON SUPPORT AND SERVICES FOR DELL EMC SMARTS VERSION 10.1 AND WATCH4NET VERSION 6.7 FOR SERVICE FAULT MANAGEMENT SYSTEM | Eng | ||||
10/03/2020 | REQUEST FOR INFORMATION (RFI) ON SUPPORT AND SERVICES FOR DELL EMC SMARTS VERSION 10.1 AND WATCH4NET VERSION 6.7 FOR SERVICE FAULT MANAGEMENT SYSTEM | Eng | ||||
05/03/2020 | AMENDMENT: REQUEST FOR PROPOSAL FOR SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, ENGINEERING SERVICES, TRAINING AND MAINTENANCE SUPPORT SERVICES FOR PRECISION TIME PROTOCOL (PTP) SYNCHRONISATION | Eng | BM | ||||
05/03/2020 | AMENDMENT: REQUEST FOR PROPOSAL FOR SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, ENGINEERING SERVICES AND TRAINING FOR COMPACT DENSE WAVELENGTH DIVISION MULTIPLEXING (DWDM) | Eng | BM | ||||
03/03/2020 | REQUEST FOR PROPOSAL FOR SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISIONING, ENGINEERING SERVICES, TRAINING AND MAINTENANCE SUPPORT SERVICES FOR PRECISION TIME PROTOCOL (PTP) SYNCHRONISATION | Eng | BM | Key Summary | |||
03/03/2020 | REQUEST FOR PROPOSAL FOR THE PLAN, DESIGN, SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, PROFESSIONAL SERVICES, TRAINING AND MAINTENANCE SUPPORT SERVICES FOR TM NEXT GENERATION NETWORK | Eng | BM | Key Summary | |||
03/03/2020 | REQUEST FOR PROPOSAL FOR SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, ENGINEERING SERVICES AND TRAINING FOR COMPACT DENSE WAVELENGTH DIVISION MULTIPLEXING (DWDM) | Eng | BM | Key Summary |
THE ABOVE TENDERS ARE FOR MARCH 2020 (AFTER PM MUYHIDDIN APPOINTMENT AS 8TH PM OF MALAYSIA
ALMOST ALL ARE RELATED TO NFCP IN ONE WAY OR ANOTHER
SINCE HUAWEI NOT IN TELEKOM TENDERS THE BULK OF FIBER ORDERS COULD GO TO OPCOM.
AS A NORM NETX WILL BE CALLED TO DO BANDWIDTH OPTIMISATION AS NETX IS A DIGITAL NETWORK INFRAR SPECIALIST
BEST REGARDS
Calvin Tan Research
Singapore
Please buy or sell after doing your own due diligence
Note:
Malaysia Govt Rm250 Billions stimulation might cause a Rebound of Stocks
But Watch Dow Jones very very carefully.
If Coronavirus continue to ravage the US consumers will stop going out & spend
Then Dow cannot sustain & will still go lower & lower
This Crash of Demand from USA will drag down world markets
So Calvin thinks this will be an opportunity to sell Stocks that rebounded aot
After all when Spending for Temporary Stimulus is exhausted prices will retrace
So please avoid going into a bull trap and get caught chasing “dead cat bounce”
See bull trap
Don’t think we are into a Bull run soon after such severe collapse!
ONLY NFCP STOCKS HAVE 5 YEARS BOOSTER OF RM21.6 BILLIONS SPENDING
So this this our safety net
PLEASE BE SAFE AND NOT SORRY
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