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Overview
Financial Highlight
Headlines
Business Background Rohas Tecnic Bhd is a Malaysia based investment holding company. The company along with its subsidiaries is principally involved in plastic moulding design and fabrication, plastic injection and blow moulding, provision of secondary and assembly services for the manufacturing of plastic products. These products are supplied to industries such as automotive, electrical and electronic, industrial packaging and consumer packaging. In addition, the group assists customers to design, build, ship, and service electronics products through its network of facilities in Malaysia. The company exports their products to Europe, Mexico, Brazil and Asia.
  Grandmustah Rohas - The potential turnaround company that you might want to be looking at Reasons to look into Rohas 1. JENDELA and 5G Tower roll out - Work permits for the construction of over 600 new telecommunication towers in Sarawak totaling more than RM1bil Source: https://www.thestar.com.my/news/nation/2021/10/09/process-to-build-over-600-telecommunication-towers-in-sarawak-to-begin-this-month-says-annuar - Rohas Tecnic is touted to be one of the beneficiaries of the Sarawak government’s push for infrastructure development, especially for telecommunication towers. In the past, the company has had contracts for tower fabrication with Sarawak. There are quite significant contracts coming out of Sarawak and ROHAS is optimistic with Sarawak. The company’s fabrication plants in Bentong, Pahang, are busy fulfilling its contracts for telecommunication towers for Sarawak. Source: https://www.theedgemarkets.com/article/rohas-tecnic-looks-more-recurring-income-businesses - To enable 5G coverage in Kuala Lumpur, Putrajaya and Cyberjaya, Tharek says 500 sites and towers had to be built. If each telco were to provide its own 5G network and services, each telco would need to build its own infrastructure, which means 2,000 will be needed just to support 5G in these three areas. Source: https://www.theedgemarkets.com/article/5g-putting-nuts-and-bolts 2. ROHAS has won some projects which could translate into profit in the near term - Rohas Tecnic Bhd had secured a transmission line fabrication job with an estimated value of RM37 million. The project is expected to have a positive impact on Rohas Tecnic’s results for the year ending Dec 31, 2021 and in the future. Source: https://www.theedgemarkets.com/article/rohas-tecnic-secures-rm85m-contract-selangor-state-govt - Infrastructure engineering firm Rohas Tecnic Bhd had secured a RM85.15 million contract from the Selangor state government. The project which has a tenure of 12 months is expected to have a positive impact on the group’s results for the year ending Dec 31, 2022. Source: https://www.theedgemarkets.com/article/rohas-tecnic-secures-rm85m-contract-selangor-state-govt 3. The most convincing part about ROHAS is when the management gives out a positive remark on their outlook The massive Jendela and 5G programs will offer scope for our tower manufacturing and installation units to participate while we see signs that long-delayed infrastructure projects in water and power are being revived. Overseas, our now-completed mini hydro plant in Lawe Sikap, Indonesia has started contributing while the demand for water is driving growth for our associate water company in Long An, Vietnam. We are cautiously optimistic that the months and year to follow will see the Group return to profitability. Source: 4. RTBG Announcement Q3 2021 001.xlsx (malaysiastock.biz) Pg. 13 Section B3 10/02/2022 9:34 AM davidkkw79 https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3238451 28/02/2022 7:56 PM investortrader88 https://www.theedgemarkets.com/article/rohas-tecnic-wins-rm6565m-contract-nepal 18/04/2022 6:49 PM alenac Get a contract in a bankrupt country, Nepal just blocks the importation of luxury goods due to a lack of foreign currencies. 18/04/2022 10:08 PM flyhub888 agree.. they can make whatevee contact sum that want. getting scheduled paid or agreed sum or not in a later stage is unknown 20/04/2022 1:29 PM investortrader88 https://www.theedgemarkets.com/article/rohas-tecnic-turns-profit-1qfy22-revenue-surged-153 30/05/2022 8:28 PM  Michael Kwok Sell call 31.5-32.5 cents.Wait for 3-5 days buy back.possible retry breaching 30 cents support to 27.5-28.5cents. 06/06/2022 5:59 PM Michael Kwok Sell call rohas 29cents.Buy back near 12pm wednesday. Period:21/6/2022 20.39 pm. 21/06/2022 8:41 PM Michael Kwok 3 as below; I)teach some II)shares review every one or 2 weeks III)share recommendation or ask to buy or sell share u have. Sifu Michael(with ang pow picture) in FB. Charging rm 150 only. Free one book if stay four month 24/06/2022 6:38 PM SLLEE5732 Malay Mail: Maxis, U Mobile, four other telcos agree to DNB stake, racing to complete terms of 5G rollout as foreign players ‘queue’ to enter Malaysia. https://www.malaymail.com/news/malaysia/2022/08/15/maxis-u-mobile-four-other-telcos-agree-to-dnb-stake-racing-to-complete-terms-of-5g-rollout-as-foreign-players-queue-to-enter-malaysia/22844 16/08/2022 7:20 PM SLLEE1972 https://www.thestar.com.my/business/business-news/2022/10/20/tnb-to-invest-rm58bil-to-refurbish-sg-perak-hydropower-plant 22/10/2022 6:02 PM Jslm123 Need to erect a lot of electric ransmission towers from hydropower plants. 24/10/2022 1:36 PM drken91 https://youtu.be/izxKyI7Qp7Q?t=200 a 4G cell tower can cover a range radius of 16KM only, BUT a 5G cell tower can only cover up to a range of 300 meters only! u do the math, how many more towers will be required nationwide to implement 5G. don't forget Rohas also operates internationally such as Cambodia, who is also racing to 5G. with the recent QR already back to black, the next QR in Feb will be even better ( + water treatment income in vietnam and indonesia ) so why Rohas you ask? this is the company that was relisted in 2017, giving consistent dividends, so much so it remains resilient and able to sail through the pandemic and return to profitability in 2022. if this doesn't make you confident as the price fluctuations and volume worries you, then best you'd stay away for long term investors to stay :) 17/01/2023 9:34 PM drken91 1/ No towers, no 5G 2/ Digital economy progression, both nationwide and in Cambodia 3/ Sarawak's ambitious plan to deliver electricity to Singapore, will require more conduits and towers to channel electricity to the undersea channel cable, benefiting from Bakun dam. 4/ Recurring income from water treatment plants in Indonesia All these bodes well for this unpolished gem. plus at this price, margin of safety is good, a very safe bet. 31/01/2023 2:44 PM  | | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
