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Ntegrator .The Hot Telecom of Myanmar

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keniki
    15-Aug-2013 22:41  
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Strange....both link doesn't work for me and i can only watch it when i use the pop up.

  http://www.sgx.com/wps/portal/sgxweb/home/company_disclosure/all_in_one/company/!ut/p/c5/04_SB8K8xLLM9MSSzPy8xBz9CP0os3gjR0cTDwNnA0sDC3cLA0_XsDBfFzcPQ4tAA6B8JJK8f6ihuYFnqFOgiVNYqKG3owkB3V76Uek5-UlAe_w88nNT9QtyIyodHRUVAecCjPA!/dl3/d3/L0lDU0lKSkpDZ3BSQ1NBISEvb0VvZ0FFSVFoakZFSUFBak9NNFJrb0lBSVFBIS80QzFiOVdfTnIwUkprQWxJSWlSLS83XzJBQTRIMEMwOU9VMTcwSVVCUTRCVlUxQ0I3L2libS5pbnYvMjM3ODUzOTA0NDMy/

 

keniki      ( Date: 15-Aug-2013 22:32) Posted:

http://infopub.sgx.com/Apps?A=COW_CorporateAnnouncement_Content& B=AnnouncementLast3Months& F=899387& fileId=Nte_Myanmar_Subsidiary_FINAL.pdf

 
 
keniki
    15-Aug-2013 22:32  
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http://infopub.sgx.com/Apps?A=COW_CorporateAnnouncement_Content& B=AnnouncementLast3Months& F=899387& fileId=Nte_Myanmar_Subsidiary_FINAL.pdf
 
 
iwonder
    15-Aug-2013 22:25  
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That will be another subsidiary Ntegrator Myanmar in addition to Fiber Reach.

It is easier to directly apply licences to import equipment to better serve their

customers in Myanmar.  They are now entrenched deeper in Myanmar.

CEO have lots of contacts.

 

Great stock that will grow over time !

 

 

 

 

 

 

 
Falcon
    15-Aug-2013 22:16  
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Fresh positive news! Tks jiplumify! Time to fly ☆ ★ ☆

jiplumify      ( Date: 15-Aug-2013 22:03) Posted:



Announced Ntegrator Myanmar 

http://infopub.sgx.com/FileOpen/Nte_Myanmar_Subsidiary_FINAL.ashx?App=Announcement& FileID=252716

 
 
jiplumify
    15-Aug-2013 22:03  
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Announced Ntegrator Myanmar 

http://infopub.sgx.com/FileOpen/Nte_Myanmar_Subsidiary_FINAL.ashx?App=Announcement& FileID=252716
 
 
FearValueGreed
    13-Aug-2013 22:37  
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Become chicken little so fast. Wait for me le.

Still believe it can hit higher but below 85 .

My soldiers wants to go back base camp n reunite with their family before attack again.

So ammo loaded n put to safe for tmr battle dawn attack

KepoChicken      ( Date: 13-Aug-2013 18:10) Posted:



I bought 0.075 3 days ago... today sold at 0.075... lose commission.

not dare to wait further 

 

 
KepoChicken
    13-Aug-2013 18:10  
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I bought 0.075 3 days ago... today sold at 0.075... lose commission.

not dare to wait further 
 
 
FearValueGreed
    13-Aug-2013 17:23  
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Looks like Myanmar like cheap n good stuff n so do the telcos.

N so are we.

Seems contract annoucement shd be around oct if any
 
 
Trade888
    13-Aug-2013 13:22  
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http://www.asianewsnet.net/Huawei-main-supplier-for-Myanmar-mobile-operators-50215.html

Huawei main supplier for Myanmar mobile operators

Business Desk Eleven Media Group Publication Date : 13-08-2013

" China communications giant Huawei Technologies has been chosen as a main technological supplier for three main mobile operators in Myanmar despite US warnings over cyber security. The three operators are the state-owned Myanmar Posts and Telecommunication (MPT), Yatanarpon Teleport (YTP) and recent private licence winner Telenor from Norway. The other license winner Ooredoo hasn?t announced the name of its supplier company yet but is currently also negotiating with Huawei. The US Congress expressed their concerns in 2012 over cyber security after intelligence agencies and security companies traced web attacks to China because of links between the Chinese government and Huawei. They asked the government not to allow the company communications contracts because of national security risks. Just last year, Australia banned the company from bidding for its national broadband fibre network because of security concerns. Huawei has since denied that it poses any security threat. " Now parliament is discussing the telecommunication by-law we must protect the security with what we can. If the companies are posing a threat to the security of the nation, we should oppose doing business with untrustworthy companies," said MP Myint Thein, a member of reform and development scrutinising committee."

 

Looks like Ntegrator will bebefit from these deals. Happy investing

 
 
Intercept
    13-Aug-2013 13:02  
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7.5ct now cheong up ah!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Intercept      ( Date: 13-Aug-2013 12:18) Posted:

looks like collection at 7.3ct .....ready for blastoff

 

 
Intercept
    13-Aug-2013 12:18  
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looks like collection at 7.3ct .....ready for blastoff
 
 
FearValueGreed
    12-Aug-2013 22:16  
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Harbour for 1 month liao still no action.seems a long drawn battle ahead.

Short term indicators pointing upside to 85cents.
But seems headwinds abound as QE Will be focus come end aug.

All standby.
To retrograde these 2weeks then ambush again in Nov.

It has been 6mths since a major contract is annou ced. So lai liao
 
 
Intercept
    05-Aug-2013 13:31  
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The catalyst to spark off much greater upside is more contract wins that will boost the order book.Since it has a strong working relationship with Viettel and Singtel, i am optimistic abt that


Trade888      ( Date: 05-Aug-2013 13:21) Posted:



Some positive points to note:

1) Higher contribution from project mainenance, although the GP is not as good as expected but at least is recurring. 

2) Positive contribution from Fibre Tech

3) Collection of Bad Debt resulted in revesal of some bad debt provision. Hopefully more could be recovered.

4) FX gain.

5) Strong order book.

 
 
Trade888
    05-Aug-2013 13:21  
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Some positive points to note:

1) Higher contribution from project mainenance, although the GP is not as good as expected but at least is recurring. 

2) Positive contribution from Fibre Tech

3) Collection of Bad Debt resulted in revesal of some bad debt provision. Hopefully more could be recovered.

4) FX gain.

5) Strong order book.
 
 
Intercept
    05-Aug-2013 12:51  
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i meant 'perceived'. couldn't edit my post
 

 
Intercept
    05-Aug-2013 12:49  
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today's trading seems encouraging. +0.003 to 7.5ct

financial results have been pereived favourably
 
 
Trade888
    05-Aug-2013 09:07  
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Also note that the new subsidiary Fibre Reach has started to contribute positively to P& L of around $100k. I believe this will be the game changer for N.
 
 
Trade888
    05-Aug-2013 09:02  
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There is a Fx gain of close to $900k, I believe is due to strong USD. This could be re-class to profit and should expect to same gain in the 2nd half  if USD stays strong throughout the year. So the PE will be better. If all goes well, Profit should look more like $3 to $4 milion by end of the year. Diluted PE should be around 20+x if price hit 10 cents.

FearValueGreed      ( Date: 04-Aug-2013 22:31) Posted:

Based o current order cN only maintain profit upto fy14/15.

Any new contract can only boost profit.

No matter what pe will drop to 40 by this fy.
If they got another 40m contract this fy then pe can achieve 20 which means 10 cents will be back.

Ingiro      ( Date: 03-Aug-2013 10:49) Posted:

Still Huge order book for Mr. N, can tua huat next week?


 
 
FearValueGreed
    04-Aug-2013 22:31  
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Based o current order cN only maintain profit upto fy14/15.

Any new contract can only boost profit.

No matter what pe will drop to 40 by this fy.
If they got another 40m contract this fy then pe can achieve 20 which means 10 cents will be back.

Ingiro      ( Date: 03-Aug-2013 10:49) Posted:

Still Huge order book for Mr. N, can tua huat next week?

 
 
LoveToInvest
    03-Aug-2013 18:39  
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Lets see this Gem can perform to expectation if not Fired the CEO!!!!

LoveToInvest      ( Date: 03-Aug-2013 18:37) Posted:

More than double each year jump.. Hmm..

 
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