Rickydi
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It is the “main artery” of 5G data centers, and Malaysia Telecom can win alone if it has optical fiber
(Kuala Lumpur, 24th) Optical fiber is the “aorta” of 5G and digital centers. Market participants believe that regardless of the risks involved, Malaysia Telecom (TM, 4863, Main Board Trade Services) can profit from it, so they give it a separate “buy” rating.
Research analysts at Hong Leong Investment Bank pointed out that in fact, the telecommunications sector index only rose 5% in the first half of this year, and its performance was far less than the 9% increase in the Malaysian Fushilong Composite Index. It was mainly dragged down by various downside factors, including insufficient dividend distribution and uncertainty about the 5G regulatory mechanism.
Despite this, analysts are still optimistic about the performance of the relevant sector in the second half of this year, mainly because no matter how the political trend evolves and whether a single wholesale network (SWN) or dual wholesale network model (DWN) is used, it will not be possible to prevent the launch of 5G.
In the first phase of SWN, Malaysia's 5G Special Use Company (SPV) - National Digital Corporation (DNB), as entity A, successfully achieved 80% 5G population coverage last year.
Also, as of June 1, apart from Malaysia Telecom, which is still awaiting shareholder notions, all four other telecom giants have completed share subscription agreements.
After signing, in addition to meeting the financial requirements of the DNB, telecommunications giants also formulated a series of policies and strategies to carry out the transition plan.
Analysts are optimistic that Entity B's 5G network will be better and more cost-effective, plus it can utilize existing...
(Kuala Lumpur, 24th) Optical fiber is the “aorta” of 5G and digital centers. Market participants believe that regardless of the risks involved, Malaysia Telecom (TM, 4863, Main Board Trade Services) can profit from it, so they give it a separate “buy” rating.
Research analysts at Hong Leong Investment Bank pointed out that in fact, the telecommunications sector index only rose 5% in the first half of this year, and its performance was far less than the 9% increase in the Malaysian Fushilong Composite Index. It was mainly dragged down by various downside factors, including insufficient dividend distribution and uncertainty about the 5G regulatory mechanism.
Despite this, analysts are still optimistic about the performance of the relevant sector in the second half of this year, mainly because no matter how the political trend evolves and whether a single wholesale network (SWN) or dual wholesale network model (DWN) is used, it will not be possible to prevent the launch of 5G.
In the first phase of SWN, Malaysia's 5G Special Use Company (SPV) - National Digital Corporation (DNB), as entity A, successfully achieved 80% 5G population coverage last year.
Also, as of June 1, apart from Malaysia Telecom, which is still awaiting shareholder notions, all four other telecom giants have completed share subscription agreements.
After signing, in addition to meeting the financial requirements of the DNB, telecommunications giants also formulated a series of policies and strategies to carry out the transition plan.
Analysts are optimistic that Entity B's 5G network will be better and more cost-effective, plus it can utilize existing...
Translated
![It is the “main artery” of 5G data centers, and Malaysia Telecom has optical fiber to win alone](https://sgsnsimg.moomoo.com/sns_client_feed/103267505/20240724/c9cdc8902454d470154f6c43a5546699.jpg/thumb?area=104&is_public=true)
![It is the “main artery” of 5G data centers, and Malaysia Telecom has optical fiber to win alone](https://sgsnsimg.moomoo.com/sns_client_feed/103267505/20240724/e70605d117cbac355b248d67f9a46cc8.jpg/thumb?area=104&is_public=true)
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Rickydi
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After a sustained period of decline, the counter-drone defence technology company $Droneshield Ltd(DRO.AU$ shares finally experienced a modest uptick yesterday, rising 3.87%. Droneshield's share price has plummeted over 43%, marking a significant retreat from its 52-week high of A$2.72 reached last week.
What happened?
1. Rodney Forrest shorted Droneshield
Last Tuesday, the Australian Securities Exchange (ASX) paused the tradi...
1. Rodney Forrest shorted Droneshield
Last Tuesday, the Australian Securities Exchange (ASX) paused the tradi...
![Droneshield plummets over 43% in a week: Key takeaways for investors](https://sgsnsimg.moomoo.com/sns_client_feed/151089579/20240725/4e35baecdb7047b092dd20baa7e5fd59.jpg?area=102&is_public=true/thumb)
![Droneshield plummets over 43% in a week: Key takeaways for investors](https://sgsnsimg.moomoo.com/sns_client_feed/151089579/20240723/13ffbf8131a34207a2a3fbc434226ed3.jpg?area=102&is_public=true/thumb)
![Droneshield plummets over 43% in a week: Key takeaways for investors](https://sgsnsimg.moomoo.com/sns_client_feed/151089579/20240723/15d0d88ca34f4a24a4201db434bfd138.jpg?area=102&is_public=true/thumb)
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Rickydi
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$Jardine C&C(C07.SG$
Despite C&C's rebound, it is still trading in the lower BB. This is bearish. If it doesn't rise to the upper BB, it may fall to support around 24.15. If it breaks down, there is a danger it may repeat the Jan- Mar performance and fall to around 22.55.
Despite C&C's rebound, it is still trading in the lower BB. This is bearish. If it doesn't rise to the upper BB, it may fall to support around 24.15. If it breaks down, there is a danger it may repeat the Jan- Mar performance and fall to around 22.55.
![Dead cat bounce?](https://sgsnsimg.moomoo.com/sns_client_feed/102079252/20240725/1721850954693-random3396-102079252-android-org.jpeg/thumb?area=101&is_public=true)
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Rickydi
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$Advanced Micro Devices(AMD.US$ this is one of the weakest stock I’ve ever seen.. probabay my last mistake keeping this stock so far..
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Rickydi
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$Tesla(TSLA.US$ follow the same playbook of big correction after earning report and hunt for the bottom. 200-220
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Rickydi
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Columns Gold Pulse: Global Central Bank Trends, Trump Trading, and ETF Investment Winning Strategies
Gold has multiple roles as an asset, among which investors are most familiar with its safe-haven attribute - when the market is volatile or uncertainty increases, investors often turn to gold to preserve value. In addition, the high liquidity and scarcity of gold make it an important choice for global investors and central banks, and it is used as a reserve asset by central banks.
Nowadays, under the glob...
Nowadays, under the glob...
![Gold Pulse: Global Central Bank Trends, Trump Trading, and ETF Investment Winning Strategies](https://ussnsimg.moomoo.com/sns_client_feed/73158784/20240723/1721727164693-2b702f75e9.jpeg/thumb?area=999&is_public=true)
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Rickydi
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Why did I add this this stock to my portfolio? 1) consistent dividend 2) long term growth prospects once illegal betting gets eliminated 3) betting trend doesn't seem to be going down. There is always risks associated with taxes and regulatory factors. So it's a bet (pun intended).
What is your view on such stocks?
What is your view on such stocks?
![Post #8 - stock performance: Magnum, June/ July 2024](https://sgsnsimg.moomoo.com/sns_client_feed/104784606/20240722/1721613644841-random5639-104784606-android-org.png/thumb?area=104&is_public=true)
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