【VINVEST 0069 交流专区】 (前名 VIVOCOM)

johorphang

End-Day Review & Analysis

VIVOCOM rebounded and closed 1.0 sen higher at 32.5 sens after light trading as investors took advantage of the current favorable prices and fresh fundamental to add further positions.

Total volume was moderate at 33.75M shares.

News of VIVOCOM securing a fresh new job worth MYR 90 million, boosting its YTD order book value to MYR 600 million, supported fresh buying interests.

Today, the marketplace was also flushed with talks and and speculation that VIVOCOM may have secured several large jobs wins.

The whispering was that the news would be announced pretty soon.

Today's upward price rebound appears to be extremely constructive after yesterday's freak 1MBD inspired sell-off that took many investors by surprise.

That is the nature of markets. People tend to panic easily when they are sitting on small profits and are always calm and collect when they are having losses.

Yesterday's jittery selling took many players out when they panicked and took moderate profits.

Many lost their positions and I am convinced that they are buying today to get back into VIVOCOM.

To be very frank, I was summoned to a 2-hour meeting by my high-nett-worth friends(kakis) and was ask about the situation following yesterday's episode.

We concluded the meeting by agreeing that "there is now a light at the end of this tunnel and this light is  not going to be from an oncoming train!"

Generally, most traders are now looking forward to the Q1PAT results now anticipated to be release on 18th May instead of 16th May.

Traders are now mixed on the PAT numbers.
Some are calling for RM 16-17 M. They say they would be positive if this was the number.
Other are projecting higher at RM17.5-18 and would be bullish if their call is accurate.
Other savvy analysts are talking about RM 18.5-19.0, and are expecting a very significant positive impact on VIVOCOM prices  should their views are spot-on!

At the close today, the Quantitative Algorithm signals have reverted to bullish divergence and indicated that the minor weakness yesterday was just a flash in the pan.

johorphang

Vivocom Top 6 up 1c at 32.5c vol 33.7M

Solid rebound by Vivocom after heavy panic selldown caused by 1MDB default.

If not, Vivocom share price would be trading solidly at 34c - 34.5c levels.

What doesn't kill you will make you stronger there's a saying.

There have been two meltdowns, one in February when Vivocom shares plunged to 22.5c with volume of 107M,  and yesterday to 31.5c with volume of 117M.

Both times Vivocom surged back solidly and strongly.

Why. Mainly as a result of its strongly loyal shareholders who believe in Vivocom's  long term future and solid fundamentals.

Also the fact that Vivocom's fiercely loyal and steadfast   band of supporters are ever growing at a very fast rate.

Vivocom is now seen as a genuine GENTLEMAN stock with promising prospects based on its order book n sexy CHINA FDI story.

There is growing belief and confidence that it is most definitely not a pump & dump counter.

Market rumours are that in the next few weeks, two foreign Companies will be issuing reports highlighting Vivocom.

In their eyes, Vivocom is worth covering due to the fact it is the biggest Ace company in Malaysia with superb liquidity and volumes ever seen sustained over a 7 months period on a consistent basis.

The foreigners simply love Vivocom's high volumes and incredible liquidity.

Such reports are easily worth another 6c to 8c to the stock. They will be circulated to both their clients and funds locally and internationally.

The above not withstanding, Vivocom in any case market talk  has been widely touting the stock as easily charging to 48c - 50c levels once it's Q1 results have been released, expected in the mid to 3rd week of May.

Vivocom

johorphang

Mid-Day Review & Analysis

VIVOCOM opened higher at 33.0 sens and drifted lower on moderate liquidation selling pressure and settled the morning at 31.5, off 1.0 sen from  previously.

Total volume for the morning amounted to 25.19 M shares.

Sellers were the aggressors, giving 81.7% of total trades to buyers this morning.

Despite that, buyers are holding firm, absorbing all that sellers has to offer.

News among traders that two foreign investment entities would be issue positive calls on VIVOCOM in the coming week, encouraged buying at current levels.

Currently, investors are focused on the Q1 profits results due on the third week of May and also looking for further news on fresh orders that would swell VIVOCOM order book.

Price volatility has increased over the last few days and this is expected to continue as
the uptrend expands.

The Quantitative Algorithm signal closed the morning in negative convergence and indicated that immediate prices may be headed for some band trading or would resume it upward momentum.
We would know the real answer at the close today.

johorphang

Mid-Day Review & Forecast.

VIVOCOM ended the morning slightly higher after very quiet trading ahead of the long-weekend.

A late-wave of aggressive buying with good volume lifted values from their daily lows

Traders attributed these buying to speculation that VIVOCOM may have secured further very contracts to be announced soon. Heard to range from RM150M - RM200M.

Last week , VIVOCOM announced it secured an order for RM90M.

Prices ranged from 32.5-31.5 sens and settled at 32.5up 1 sen from previously.

Total volume was low at 10.07 M shares.

At current levels, large sellers appeared to have lost their appetite to unwind positions.

The current trading situation now resembles the "calm-before-the -storm".

From a strictly technical perspective, it looks like the upward bullish momentum is about to re-emerge.

Underlying sentiment remain strong ahead of the 1Q profits results anticipated to be released on 18 May in stead of 16 May.

Price Forecast:
Prices  are expected to be buoyant  and be headed to test the most recent-highs at 34.0 sens sooner-than-expected.

Next upward price-target is seen at 38.0-40.0 levels.

The Quantitative Algorithm signal end the morning bullish and signal the start of an upward cycle.

johorphang

Midf reserch

johorphang

End-Day Review & Price Forecast

VIVOCOM closed 1 sen higher at 32.5 after a late-round of buying lifted values back to its intraday's day's highs.

Again this was an inside-day with prices hovering within the previous day's trading range of 31.5 to 33.0.

Over the last three days, prices fluctuated around the 31.5-33.0 levels, which is a recovery of fifty percent of the last Tuesday's sell-off lows.

The important technical thing to monitor in the coming week is can prices break upwards from this three-day consolidation high of 33.0 sens.

If it succeeds, we may get to see prices moving higher to test the 2016-high at 34.0 sens.

What happens if the 34.0 sens level is punched through successfully?

Well, in the event of such an eventuality, we can expect to see some volatile trading with higher-than-normal volume that would drive prices upwards to establish a new-2016 highs and at the same time form the peak of the third-wave of the five-wave bullish cycle at 38-40 sens.

The daily Quantitative Algorithm trading signals ended the week positive and suggests further firmer trading conditions with an upward bias.

johorphang

Vivocom’s unique position presents compelling risk, reward — Analysts
April 30, 2016, Saturday Yvonne Tuah
http://www.theborneopost.com/2016/04/30/vivocoms-unique-position-presents-compelling-risk-reward-analysts/

The research arm of MIDF Amanah Investment Bank Bhd (MIDF Research) in its initiation report of Vivocom, noted that its unique operating model as a project manager and the subcontractor, minimises the risks of rigid project schedule, design variations and excessive approvals procedures and variations of construction design.

Currently, Vivocom are venturing into public housing to increase its track record for domestic public housing jobs,” it added.

Aside from that, Vivocom has a strong order book for heavy, civil, commercial and industrial engineering from China Railways Construction Corporation Ltd (CRCC) in Malaysia via a technical joint venture for project management and sub-contracting.

MIDF Research noted that while there is a risk of a slowdown in the construction sector due to policy reversal through the reduction of development expenditures by the governments of Malaysia and/or China, it anticipated a moderate degree of structural risk exposure.

Other risks in the stock include severe depletion in net working capital and structural risks pertain to contract provisions and definition especially on the role as a project management and a sub-contractor as well as the strength of the contractual covenants, such as projects that require specific technical capabilities such as railway engineering (signaling and telecommunication.)

MIDF Research noted that without the strong covenant and contract provision with clients and vendors, Vivocom would face a heightened risk of the vendors and suppliers exiting pre-maturely or unpredictability in supply or services for project execution.

Nevertheless, it pointed out that Vivocom has a strong pretax margin, positive operating cash flow, strong orderbook from joint venture strategy, and a steady recurring income from its telco segment.

“The total construction backlog is indicative of the success of its joint venture strategy with CRCC by acting as the project manager, sub-contractor or combination of both,” it opined.

Additionally, Vivocom enjoys steady recurring income from the rentals of 50 telecommunication assets nationwide with the three-year average contribution of RM25.4 million per annum on the back of an admirable 15 per cent net margin.

“The telco segment amounts to 21 per cent of its total revenue. Although, the growth of the telecommunication industry is sluggish; rentals from telecommunication assets are steady due to service provisions in contractual billings and network coverage,” it said.

Looking ahead, the research team believed that Vivocom would be able to clinch heavy, civil and heavy construction packages such as the M101 Skywheel Tower in Kuala Lumpur, in upcoming quarters.

Vivocom is also bound to be driven by the ‘One Belt One Road’ (OBOR) policy via its partnership with CRCC.

Aside from that, Vivocom has attracted institutional foreign shareholding amounting to 5.4 per cent currently, MIDF Research said.

“Moreover, Beijing Construction Group has expressed interest to participate in their equity capital structure as well as appointing Vivocom as their local project delivery partner (PDP),” it added.

Overall, MIDF Research initiates its coverage of Vivocom ‘buy’ recommendation.

johorphang

Vivocom

johorphang

Vivocom 0069 last Friday, Top 3 @ 32.5c up 1c volume 41.3m shares.

Vivocom largest ACE company in KLSE with mkt capitalisation of RM1.13BN.

Consistent market leader in volume with fantastic liquidity for past 8 months since September 2015.

Market talk is that Q1 reports will be super strong n solid. Price n mkt moving!

Heard Q1 reports out in week from 16th to 20th May.

That means only 9 to 14 working days.

Majority view is that it is expected to GAP UP to over 40c n beyond.

Can expect stock RERATING following Q1 reports release.

Also heard more contract wins in the pipeline, to be announced within days.

32.5c - 35c will soon become bargain prices after GAP UP.

VIVOCOM CHARGING UP n AWAY!!!

johorphang

Vivocom 0069 largest ACE company in KLSE with mkt capitalisation of RM1.13BN.

VIVOCOM CHARGING UP n AWAY!!!

FIRST EVER CLARION CALL :

CHARGE!!!
ATTACK ATTACK ATTACK!!!
NO RETREAT!!!
NO SURRENDER!!!
TAKE 33C - 33.5C LEVELS!!

johorphang

Mid-Day Review & Analysis

VIVOCOM scored impressive gains in early trade and then gave back all its advances at close to settle unchanged at 32.5 sens.

Volume for the morning was higher than normal at 50.91 M shares.

Bulk of trades were at 33.5 where 40.26 M shares changed hands. Buyers were the aggressor taking 23.40 M shares from sellers.

Buyers enthusiasm appeared to be
returning as prices approach their 2016-highs.

Keen expectations on the 1Q profit results and ideas that prices would make new 2016-price highs at the 39.0-40.0 levels, prompted traders to take positions presently.

The Quantitative Algorithm signals are in mild bullish divergence and called for firmer price actions for the immediate term.

johorphang

End-Day Review & Analysis

VIVOCOM rallied towards the close on a strong wave of  buying with
prices finishing at a 2016-closing high of 34.0 sens.

Volume of 72.04 M shares were traded, the highest in four days.

Almost 60% of the trades were buying hitting sellers offered prices, a simple case of an buyers-aggression rally.

After a few days of congestion trading, why are buyers coming back in a big way?

Fundamentally speaking,  traders are back In forces at currents new-high levels is simple because they are anticipating strong shift in the fundamentals and 1Q results to alter the undervalued price of VIVOCOM.

Technically speaking, the key reason investors and traders are back in a strong way today is because prices are in a what technicians called a upward price and volume breakout day.

A very bullish phenomenon.

These traders know how to calculate the levels where prices would be head to and trade on.

Technical trader's calculation shows that the next trading level and price-target would be at around the 39.0 - 41.0 levels.

We shall have to wait and see. My observation on such traders shows that their technical trading approaches are rarely wrong!

Having said that,
the Quantitative Algorithm signals are in very bullish divergence
and confirmed that a fresh up wave has begun.

johorphang

Vivocom 0069 Top 2 closed 34c up 1.5c volume 72.04M.


FIRST CLARION CALL issued yesterday to take
33C - 33.5C levels was successfully executed and attained.

Now all technical charts show Vivocom on a mega bullish uptrend to head towards its next trading levels at 39c - 40c in the foreseeable very near future.

So, SECOND CLARION CALL OR COMMAND is now issued :-

CHARGE!!!
ATTACK ATTACK ATTACK!!!
TAKE, CONQUER OR EAT!!!
LEVELS 34C - 34.5C!!!
NO RETREAT!!!
NO SURRENDER !!!

VIVOCOM KLSE DARLING STOCK - GREAT THINGS HAPPENING SOON!!!

哭哭鸟

0.345了..

johorphang

Mid-Day Review & Analysis
VIVOCOM ended the morning half sen higher at 34.5 sen.

There were a series of exchange of fire as profit-taking sellers held their grounds at the historical highs of 34.0 sens and finally gave way towards the close.

Analysis of the Volume Distribution  shows that buyers were the obvious aggressors as they took sellers on 78.7 % of the total trades of 35.05 M shares.

At this juncture, where would prices go to and what are traders waiting to see?

A success punch occurred above the 34.0 level with buyers calling a further-buy during the close.
This bullish development would certainty encourage traders sitting on the sideline to jump in with both their hands and feet in the immediate term.

Chart wise, prices has closed at a new-historical high and chartist would say that the next and immediate price-target would be at the 38.5-39.0  levels.

The money-making decision among traders here and now is to believe or not believe the bull?

You have been following this commentaries for a while now.
You should know by now the answer to this simple question: What's Next?                                                        The Quantitative Algorithm signals are in deep bullish divergence and has confirmed the expansion to the upward rally.

johorphang

End-Day Review & Analysis

VIVOCOM finished the day with gains of half a at 34.5 sens, establishing a new historical high.

Prices ranged from 33.0-34.5 on a moderate volume of 54.32 M shares.

Based  on the volume distribution data, the buyers again emerged as
the aggressors by taking sellers on 71.15 % of the trades today.

It is interesting  to note that buyers managed to absorb all the profit-taking sellers today and yet managed to close at its best ever levels.

At current levels, not a single investors or trader has any looses to show in their books.

With VIVOCOM ending the day at a historical high, the big question now is how soon can prices hit their upside target at 39.0-41.0 sens and complete the peak of the third-wave of it five-wave bullish cycle?

My best technical guess is that we would get to see it happening sooner than expected.

Perhaps before the 1Q profits result which is speculated to be release on next week .

Presently, at historical highs, VIVOCOM price sensitivity is extremely high.

Any news related to any positive changes in their order books or any unexpected cooperate exercise news would give it the reason to be thrusted deeper into its uncharted territories.

Meanwhile, the Quantitative Algorithm signals are deeper into bullish divergence and is indeed a screaming-buy-call now!

johorphang

Vivocom 0069 Top 3 closed 34.5c up 0.5c volume 54.3M.


FIRST CLARION CALL on 3rd May to take 33C - 33.5C levels, mission completed.

SECOND CLARION CALL on 4th May, take 34c - 34.5c levels, mission partially completed.

Vivocom is presently a SCREAMING BUY!!!

Reaching 39c - 41c levels super soon, perhaps the next few days starting 5th May.

Hence, 3rd CLARION CALL issued :-

CHARGE!!!
ATTACK ATTACK ATTACK!!!

SAPU LEVELS 34.5c - 36c totally!

NO HESITATION!!!
NO RETREAT!!!
NO SURRENDER !!!

VIVOCOM KLSE DARLING STOCK -  SOMETHING SOON HAPPENING TODAY.

johorphang

End-Day Review & Analysis

VIVOCOM closed the morning with fractional losses of half a sen at 34.0 sens.

Prices ranged from 33.5-34.5 on a thin volume of 26.43 M shares.

Sellers were persistent at 34.0 level the entire morning.

Despite being cleared by buyers on four occasions, the selling at 34.0 sens reemergence.

The selling block was only finally lifted towards close when buyers bid rose to 34.0.

Based  on the volume distribution data, the buyers remained
the aggressors by taking sellers on 71.4
% of the total trades this morning.

With VIVOCOM prices ending the morning on a firm note and at its historical high, we can expect to see more consolidation trading in the noon and a strong close for the day.

My immediate upside price-target at 39.0-41.0 sens remains unchanged.


Firmer values ahead of the 1Q profits results which is speculated to be release next week,  is a good technical sign.

Meanwhile, the Quantitative Algorithm signals remains in deep bullish divergence and indicated that the main trend is bullish.

Vivocom 0069 Biggest company in Ace with over RM1B market capitalisation, including all warrants.

Just announced RM160M contract secured.

Sapu all from levels 34c - 38c. NO NEED TO EVEN THINK.

CHARGE ATTACK!!!
NO RETREAT!!!
NO SURRENDER!!!

More price moving news next week.

哭哭鸟

怡丰签意向书发展近打土地
财经  2016年05月05日
http://www.orientaldaily.com.my/business/cj200017034

（吉隆坡5日讯）怡丰国际（VIVOCOM，0069，创业板）宣布，旗下的Vivocom Enterprise私人有限公司（VESB），与DeFacto综合私人有限公司签署一项意向协议（HOA），成为发展近打土地的主要承包商。

该公司发文告指出，一旦双方执行最终协议，DeFacto公司將委任VESB公司作为有关项目的主要承包商，合约价值预计为1亿6000万令吉，这项发展项目涵盖综合发展。

怡保土地局是这块土地的持有人。

根据意向协议，DeFacto公司受委为上述土地的发展商，有关项目的发展总值为2亿令吉，包括建设一座医疗大楼和一座服务式套房。

而DeFacto公司则委任VESB公司，为主要承包商，负责设计、建造结构、基础设施和相关工程，后者需在这项目推出后的24个月內完成所有建设工作。

文告指出，最终协议预期在5月15日签署，除非双方同意进一步延迟。

Type	Announcement
Subject	OTHERS
Description	VIVOCOM INTL HOLDINGS BERHAD ("VIVOCOM" OR THE "COMPANY") (Formerly known as Instacom Group Berhad)APPOINTMENT OF VIVOCOM ENTERPRISE SDN BHD AS THE TURNKEY CONTRACTOR FOR THE DEVELOPMENT ON WILAYAH SULTAN AZLAN SHAH MUKIM HULU KINTA DAERAH KINTA (PROPOSED DEVELOPMENT)
The first paragraph should be read as follows :- The Board of Directors (“the Board”) of Vivocom is pleased to announce that on 5 May 2016, Vivocom had vide its subsidiary company, Vivocom Enterprise Sdn Bhd (“VESB”), entered into heads of agreement (“HoA”) with De Facto Integrated Sdn Bhd (“De Facto”) to be the Turnkey Contractor for the development on a piece of land located at Wilayah Sultan Azlan Shah Mukim Hulu Kinta Daerah Kinta (“ the Project”). Subject to the execution of the final agreement, De Facto will appoint VESB as the main contractor for the Project at an estimated contract value of RM160.0 million (Ringgit Malaysia One Hundred Sixty Million) (“Award Sum”) (“Proposed Development”) comprising of mixed development. The execution of the final agreement shall be conditional upon the finalisation and completion of the contract bill of quantities. The vacant land is located in Wilayah Sultan Azlan Shah Mukim Hulu Kinta Daerah Kinta. (“the Land ”).   The execution of the final agreement shall be conditional upon the finalisation and completion of the contract bill of quantities. Please refer to the attachment for additional information. This amended announcement is dated 5 May 2016

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5085517

Attachments HOA.pdf

johorphang

End-Day Review & Price Forecast

VIVOCOM closed half sen lower  at 34.0 after a late-round of selling dampen sentiment.

This was a price congestion day with both sides having no strong conviction and prices stayed at the 34.0 level for almost the whole day.

Upon the announcement of another RM 160M  contract win, buyers succeeded  to clear sellers and  parked a further-buy at 34.0 sens.

In short, their was no panic and profit-taking selling was orderly.

At 34.0 level 32.10 M shares changed hands of which buyers took sellers on 18.26 M shares.

In the coming session, important technical resistance to monitor would be at 34.5-35.00 levels.

If the upward break succeeds, which I am confident that it would, we may get to see prices trending higher to establish new-highs in the uncharted territory.

At this stage, my Quantitative Algorithm price projections remains the same.

The third-wave peak of the five-wave bullish cycle at 38-40 sens would ultimately be tested.

The daily Quantitative Algorithm trading signals closed in positive divergence and indicated further upside potentials.