TELEKOM TENDERS: SOME POSSIBLE WINNERS, Calvin Tan Research

December 29, 2019 By Calvin Tan Smart Investment

Hi guys,

Telekom has rolled out its Tender Awards for NFCP Fiberisation

Let’s see who are the possible winners

From November 2019 Tenders

Date Tender Title Tender Advertisement Tender Summary
26/11/2019 TENDER FOR THE SUPPLY, DELIVERY AND INSTALLATION OF SINGLE-BAND AND MULTI-BAND ANTENNAS FOR eNodeB (eNB) RADIO ACCESS NETWORK (RAN) Eng | BM Key Summary
22/11/2019 REQUEST FOR INFORMATION (RFI) FOR TELEKOM MALAYSIA (TM) NEW RAN AND CORE NETWORK EVOLUTION Eng
21/11/2019 TENDER FOR PROPOSED RENOVATION AND ANCILLARY WORKS AT TM IPK SABAH, KOTA KINABALU, SABAH FOR TELEKOM MALAYSIA BERHAD Eng | BM Key Summary
18/11/2019 ELECTROMAGNETIC FIELD (EMF) SIMULATION REPORT SERVICE FOR WEBE DIGITAL SDN BHD (571389-H) Eng
08/11/2019 REQUEST FOR INFORMATION (RFI) FOR HOME NETWORKING CPE Eng
04/11/2019 REQUEST FOR INFORMATION (RFI) FOR TM ENDPOINT DATA SECURITY AND PRODUCTIVITY MANAGEMENT SYSTEM Eng
01/11/2019 TENDER FOR THE APPOINTMENT OF BROADBAND FIBERISATION (BBF) PARTNER FOR TELEKOM MALAYSIA BERHAD (“TM”) Eng | BM Key Summary
01/11/2019 AMENDMENT TENDER SUMMARY: TENDER FOR SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, WARRANTY AND MAINTENANCE & SUPPORT SERVICES OF SERVERS FOR TELEKOM MALAYSIA BERHAD Eng | BM Key Summary

1) REDTONE

26/11/2019 TENDER FOR THE SUPPLY, DELIVERY AND INSTALLATION OF SINGLE-BAND AND MULTI-BAND ANTENNAS FOR eNodeB (eNB) RADIO ACCESS NETWORK (RAN)

1) Business Background for Redtone

REDtone International Bhd is a digital infrastructure and services provider that offers services under three categories that are Telecommunications Services which offers data and voice services to government, enterprises, and small and medium enterprises (SMEs), Managed Telecommunications Network Services (MTNS) which includes building, maintaining and operating large scale WiFi hotspots, radio access network (RAN) infrastructure and fibre optic infrastructure, and Industry Digital Services (IDS) which includes data centre services, internet of things (IoT) services, cloud services and applications, and healthcare solutions to enterprises, government and the healthcare industry. The company’s Telecom services generate maximum revenue for the company.
2) OPCOM & NETX
01/11/2019 TENDER FOR THE APPOINTMENT OF BROADBAND FIBERISATION (BBF) PARTNER FOR TELEKOM MALAYSIA BERHAD (“TM”)

In years 2009 & 2011 Both Opcom & later Netx were selected to produce (Opcom) & install (Netx) fiber optic networks for TM

TELEKOM TENDERS FOR DECEMBER 2019

Date Tender Title Tender Advertisement Tender Summary
26/12/2019 REQUEST FOR INFORMATION (RFI) ON ENERGY EFFICIENCY SOLUTIONS FOR TELEKOM MALAYSIA BERHAD Eng
24/12/2019 AMENDMENT: REQUEST FOR INFORMATION (RFI) FOR ERICSSON DIGITAL DATA NETWORK (DDN) OPERATION AND MAINTENANCE Eng
18/12/2019 TENDER FOR THE PLAN, DESIGN, SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, INTEGRATION AND COMPREHENSIVE MAINTENANCE SUPPORT SERVICES OF ENHANCED COPPER TECHNOLOGY AND ITS ELEMENT MANAGEMENT SYSTEM FOR TELEKOM MALAYSIA BERHAD (“TM”) Eng | BM Key Summary
18/12/2019 REQUEST FOR INFORMATION (RFI) FOR ERICSSON DIGITAL DATA NETWORK (DDN) OPERATION AND MAINTENANCE Eng
16/12/2019 TENDER FOR PROPOSED REFURBISHMENT OF EXISTING STUDENT ACCOMMODATION BUILDINGS IN MULTIMEDIA UNIVERSITY CYBERJAYA FOR UNIVERSITI TELEKOM SDN BHD Eng | BM Key Summary
02/12/2019 REQUEST FOR PROPOSAL (RFQ) PROPOSED DEVELOPMENT OF DOUBLE STOREY CLUSTER & SEMI-DETACHED HOUSE AT PTD 210174 ASPIRA GARDENS (PREVIOUSLY KNOWN AS RES 16), GERBANG NUSAJAYA, MUKIM PULAI, JOHOR DARUL TA’ZIM FOR DESIGN, INSTALL, COMMISSION, OPERATE Eng

3) OPCOM AGAIN!

See

24/12/2019 AMENDMENT: REQUEST FOR INFORMATION (RFI) FOR ERICSSON DIGITAL DATA NETWORK (DDN) OPERATION AND MAINTENANCE

MarketScreener Homepage  >  Equities  >

 BURSA MALAYSIA  >  Opcom Holdings Berhad

   OPCOM   MYQ0035OO004

OPCOM HOLDINGS BERHAD

 (OPCOM)
No quotes available
— –.–%
2018
2018
Summary News Calendar Company
Upcoming events on OPCOM HOLDINGS BERHAD
02/12/20 Q3 2020 Earnings Release (Projected)
05/28/20 FY 2020 Earnings Release (Projected)
08/21/20 Q1 2021 Earnings Release (Projected)
Past events on OPCOM HOLDINGS BERHAD
08/29/19 Q1 2020 Earnings Release
05/29/19 FY 2019 Earnings Release
02/26/19 Q3 2019 Earnings Release
11/23/18 Interim 2019 Earnings Release
Upcoming sector events for OPCOM HOLDINGS BERHAD
01/07/20 | 06:30pm CIENA CORPORATION : Citi Global TMT West Conference
01/24/20 TELEFONAKTIEBOLAGET LM ERICSSON (PUBL) : FY 2019 Earnings Release
01/27/20 JUNIPER NETWORKS, INC. : FY 2019 Earnings Release
01/27/20 | 05:00pm JUNIPER NETWORKS, INC. : FY 2019 Earnings Call
More events

ERICSSON IS INTO JV WITH OPCOM

So any sales by ERICSSON TO TELEKOM MALAYSIA WILL ALSO BENEFIT OPCOM

For Binacom the USP will be tendered to Telco like Maxis. Binacom is the fiber optic installer for Maxis

CMSB thru Sacofa has a Monopoly of All Fiber Optic Towers in Sarawak as well as the Pan Borneo Highway

So keep your fingers crossed and see how Job Award Unfoids One by One

Best regards

Calvin Tan Research

Singapore

Please buy or sell after doing your own due diligence

 

Conclusion: Try to buy like these in capital allocation

Since RM50.3 Billions for NFCP Fiberisation is spread out into 5 years

Expect a Marathon Bull Run time for these Digital Stocks (Upstream only)

OPCOM (30%)

NETX (30%)

REDTONE (20%)

CMSB (Sacofa) (10%)

BINACOM (10%)

 

4 OGSE LAGGARDS

T7 Global (Won subsea jobs for 5 years)

Destini (Won subsea job for 5 years)

Scomies  (Rm600 Mil drilling fluid revenue)

Azrb (This has 20K acres of Palm Oil in Indonesia)

Bandar Malaysia TOD

Mrcb

 

 

 

 

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