Thursday, 27 June 2013

The Essential of 3 Years Outlook of ICT in Malaysia - My perspective

I was not sure what to present when they asked for my thoughts about Three Years Outlook of ICT in Malaysia. Here is the link of my presentation in PDF 3-years Outlook of ICT in Malaysia.


Well, Malaysia is very good in providing ICT services especially global shared services and outsourcing industry. No 3 behind China and India. There are about 130 shared services and outsourcing companies and 250 call centers in Cyberjaya. 

In 2012, the revenue was closed to RM32 billion in which translated to about RM9.6 billion contribution to the GDP. The job creation is also not bad, more than 7500 jobs were created. 

Digital Malaysia is an optimistic target set by the government. Achievable but they need to find express routes, fast.

Above all, I see the convergence of ICT and Telecommunication as a good catalyst for Digital Malaysia. Penetration rate of broadband hopefully would meet the target of 75% with the penetration rate for mobile or smart phones usage may double from 47%  last year. 

The convergence of ICT Telecommunications would spur the service innovation in:

  • Content Delivery Network (CDN)
  • Big Data
  • Broadband Remote Access Servers (BRAS)
  • Network Function Virtualisation (NFV)
  • Software Defined Network (SDN)
  • Cloud
  • Near Field Communication (NFC)

More acronyms to come, I suppose. 

Nevertheless, telecommunication market in Malaysia or South East Asia is an emerging one. The business strategy would not be similar to what you might see in Europe. Over there, the experience of using the devices is more important. Well the good part is telecoms companies, at least, might try some strategies in the States or European region before shifting them to the east side. 


Tuesday, 4 June 2013

The Essential of Stock Screening: Government Linked Companies III

I think I am going to continue a series of GLC stocks in Malaysia. The previous post Government Linked Companies II gave me 6.2% gain back in April 12, 2013. How about now? How about post-election period?

I am a bit neutral about the performance though. BUT, as at June 04, 2013, my portfolio is more than double. It is 13.7%! Thanks to Maybank and Tenaga Nasional.


How is this possible? One word. Certainty. Financial institutions are very important component to fuel growth and development. +CIMB Malaysia and +Maybank portfolio are the biggest in the country.


+Tenaga Nasional Berhad is a defencive stock. The introduction of renewable energy fee somehow, in my opinion cemented, at least, the future plan for Tenaga Nasional. Again, oil and gas is a very important to Malaysia. I chose Petronas Gas and Petronas Chemical in the view that these subsector could outperform the players in the core upstream.


Well, there you go. The next question is when should I sell?