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Latest Posts By Atom99 - Master      About Atom99
First   < Newer   921-940 of 981   Older>   Last  

29-Jul-2013 08:11 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		YOMA's AGM &EGM tomorrow @ Fullerton Hotel at 3.00 pm.
Good to attend to get the latest update on its business plan.
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09-Jul-2013 16:25 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		The property price in MYANMAR is sky rocketing because of shortage of land,residential, hotels and offices.it is going to benefits YOMA. Hold for long term.it may be once in a life time to have such opportunity for big return in your investment.
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28-Jun-2013 07:14 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		As far as I can remember , I don't think it has move up significantly.

jamesng      ( Date: 28-Jun-2013 05:58) Posted:



Did this stock went up a lot last time when it announces that it is bidding for the project? Thanks
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27-Jun-2013 22:20 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		IMO, going forward YOMA next stop maybe the oil and gas sector, Mineral resources, construction project such as airports and agricultural sector.


ronleech      ( Date: 27-Jun-2013 21:33) Posted:

that is what i think too...if get it i guess they will issue more rights...dun be surprised it will head straight up tomorrow...
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27-Jun-2013 20:09 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		YOMA did not get the license may be a bless in disguise. If it win a license it will have to raise significant amount of money. It will be a drain on YOMA financially during start up for a few years.
Better to concentrate on its core business- property development which is in high demand at the moment.

Dividend_Warrior      ( Date: 27-Jun-2013 19:06) Posted:

Yoma lost......
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27-Jun-2013 12:57 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		The Telco license awards will go ahead as planned. Announcement today. Stay tuned. http://www.mmtimes.com/index.php/national-news/7275-hold-the-phone-talk-of-delay-in-telecoms-announcement.html
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27-Jun-2013 07:38 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		http://www.bloomberg.com/news/2013-06-26/myanmar-phone-contest-pits-soros-against-singtel-southeast-asia.html

teeth53      ( Date: 26-Jun-2013 22:44) Posted:



http://www.reuters.com/places/myanmar?lc=int_mb_1001

 

Ingiro      ( Date: 26-Jun-2013 22:39) Posted:

Let us hear the news from tender committe, good luck.


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26-Jun-2013 21:48 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		How accurate is the report?YOMA request for trading halt pending announcement of TELCO license award tomorrow .

Ingiro      ( Date: 26-Jun-2013 21:13) Posted:

Confirm delay checkout the link, parliament intervene.
http://www.irrawaddy.org/archives/38605

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26-Jun-2013 21:45 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		YOMA's Reasons for Trading Halt *:
Trading halted pending release of the results of the telecommunications licence in Myanmar which is expected to be released on 27 June 2013.


095049s      ( Date: 26-Jun-2013 21:28) Posted:

yoma request for trading halt.
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26-Jun-2013 20:20 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0

Here is the slection criteria :

Telecommunications Operator Tender Evaluation and Selection Committee

http://www.mcpt.gov.mm/sites/default/files/press_release_itt_0.pdf

Atom99      ( Date: 26-Jun-2013 16:56) Posted:



Read this report on the TELCOs strength and weakness.

http://www.thuraswiss.com/sites/default/files/ThuraSwiss_Telecoms_Special.pdf

Blanchard      ( Date: 26-Jun-2013 16:20) Posted:



Four possible outcomes:

Case I : Singtel happy + Yoma sad

Case II : Singtel sad + Yoma happy

Case III : Singtel happy + Yoma happy

Case IV : Singtel sad + Yoma sad

Whatever the outcome might be (though I think case I is more probable), the one who is sad will be smiling (congratulating the winner & consoling oneself) while the happy one will be crying (" We've won!!! We've won!!!" )

Can sense the excitement/anxiety... wonder what their shares price & future would be like after the news?

 


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26-Jun-2013 16:56 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0

Read this report on the TELCOs strength and weakness.

http://www.thuraswiss.com/sites/default/files/ThuraSwiss_Telecoms_Special.pdf

Blanchard      ( Date: 26-Jun-2013 16:20) Posted:



Four possible outcomes:

Case I : Singtel happy + Yoma sad

Case II : Singtel sad + Yoma happy

Case III : Singtel happy + Yoma happy

Case IV : Singtel sad + Yoma sad

Whatever the outcome might be (though I think case I is more probable), the one who is sad will be smiling (congratulating the winner & consoling oneself) while the happy one will be crying (" We've won!!! We've won!!!" )

Can sense the excitement/anxiety... wonder what their shares price & future would be like after the news?

 

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26-Jun-2013 15:53 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		DIGICEL has been in Myanmar much longer than anyone foreign Telcos.Digicel is street ahead than Singtel.
IMO, Digicel(the strongest contender)and either Singtel or KDDI or MTN most like will be awarded the license tomorrow.

I'm not too sure YOMA will drop 10 cents if it won't get the telco license.

JarolLo      ( Date: 26-Jun-2013 09:31) Posted:

I saw yesterday's news, Singtel is recruiting staffs in Myammar. Look like they got insider information that they'll definately win the contract.

singsong      ( Date: 26-Jun-2013 09:16) Posted:

Based on track-record, resume and financial strength,   Singtel and KDDI will be winners.
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21-Jun-2013 07:30 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0

Read this report on the Myanmar Telco tender strength and weakness.

http://www.thuraswiss.com/sites/default/files/ThuraSwiss_Telecoms_Special.pdf

teeth53      ( Date: 20-Jun-2013 10:34) Posted:



" It okk. the rich is very rich n can pump to collect back their money. The retails one - not sure can or not."

it ok for BBs to maintain their interest in Yoma,  retailers players will and  may agian hop tio as always. 

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16-Jun-2013 23:15 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		Huge investment are needed for whoever get the licenses.in my opinion, it may take three years? Before they can start to make profit.
YOMA most likely needs to raise capital if its consortium is being awarded one of the telco license.

Atom99      ( Date: 16-Jun-2013 22:47) Posted:

YOMA and SOROS' Quantum Fund are the minority shareholder in a JV consortium with DIGICEL ( the majority shareholder), is the Telco operator, Wait till 27 June 2013 for the announcement of the two telco licenses


Bigmama      ( Date: 16-Jun-2013 22:15) Posted:

I am pretty sure it gonna be Singtel rather than yoma getting the telecom tender.


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16-Jun-2013 22:47 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		YOMA and SOROS' Quantum Fund are the minority shareholder in a JV consortium with DIGICEL ( the majority shareholder), is the Telco operator, Wait till 27 June 2013 for the announcement of the two telco licenses


Bigmama      ( Date: 16-Jun-2013 22:15) Posted:

I am pretty sure it gonna be Singtel rather than yoma getting the telecom tender.

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16-Jun-2013 20:03 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		YOMA's boss, Mr Serge Pun is not one of the named cronies of the Junta or old regime.If he is one, he will be in the US SDN list like the Max Myanmar boss Zaw Zaw who is doing a RTO ON AUSSINO which was not approved by SGX.

YOMA's boss has a company known as SPA/FMI which has businesses covering many key sectors in Myanmar.
Recently there is an analyst report on his company ... SPA/FMI.
Go to this link and you will have more insight of him and his businesses in Myanmar.
http://www.thuraswiss.com/
Look for"FMI RESEARCH REPORT"

FearValueGreed      ( Date: 16-Jun-2013 17:55) Posted:

If drop below 85.5 will scoop somemore.

This is the thrust before breakout. Hence a strong support but can only happen when sti hit 3000.

I think the boss behind YOMA is really a complicated n complex figure in business world of Myanmar. He can sink in the roots into so many sectors in Myanmar shows his connections deep in the cronies elechon.
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14-Jun-2013 12:53 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		For I am not a trader. I have confident of YOMA growth potential so long as Myanmar continue in its reform process.
I am investing for long term... so Whether the stock are down or up, I am not too worry.
Mark my word, you don't have such opportunity where the gain can be substantial may be two or three years down the road.
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10-Jun-2013 07:38 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		Read / watch this news regarding YOMA.

http://www.bloomberg.com/news/2013-06-07/yoma-plans-offices-to-hotels-in-myanmar-for-expansion-ceo-says.html

FearValueGreed      ( Date: 10-Jun-2013 00:15) Posted:

It doesn't matter. Usually all stocks involving in such bid will start to move 2-3 weeks before announcement is made. And all will move highrr to reflect as if each of them will win.
Clearly this is aniticpating future growth.
So never buy on that week of announcement cos news are likely to be leaked by then esp in Myanmar.

To cut it short buy now before too late but hv to hold la. Later DJ eartyquake Myanmar still can tahan. TA clearly vr favourably but once cross 110 risk reward will not be in favour of buyer.

Monk monk siu.
No hurry.
Rem none of us in SJ can move Yoma. Just dun move against the trend.

Firers watch yr front.

Atom99      ( Date: 09-Jun-2013 16:41) Posted:

Sorry for the incomplete comment in earlier post.
I am not sure the consortium of DIGICEL is the dark horse.but they have made a smart move by revealing to the whole world what they intend to do:
- Invest $6.6 billions
- Launch 4G mobile network and achieve 52 %population cover by this year and rising to 96% by 2016.
These are some of the commitment by DIGICEL.
So far I have not seen SINGTEL or other players announcing their plan.
The selection committee will have to be very transparent and fair in awarding the license
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09-Jun-2013 22:44 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		Foreigners are waiting for the government to put through a law that allows them to purchase condominiums instead of other types of real estate in Myanmar,
YOMA will benefits tremendously when the Condominium Law is passed in parliament ...jun/jul.

Blanchard      ( Date: 09-Jun-2013 21:19) Posted:

Read in The Sunday Times today that executives described their trips to Myanmar as " Look, listen, learn - and leave" after  seeing first-hand the lack of electricity, terrible roads, eager but very under-educated workforce & over-whelmed government officials in Myanmar.  I feel that Vodafone + China Mobile dropped out of the intense competition might be a good investment decision.

Yet " no pain, no gain" could be true with good luck. As long as you could earn some $$$ from it, YOMA could be one of Your Opportune Myanmar Assets. I'm not vested but wish good luck to those vested.（ *^_^*）


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09-Jun-2013 16:41 Yoma Strategic   /   YOMA       Go to Message
x 0
x 0 		Sorry for the incomplete comment in earlier post.
I am not sure the consortium of DIGICEL is the dark horse.but they have made a smart move by revealing to the whole world what they intend to do:
- Invest $6.6 billions
- Launch 4G mobile network and achieve 52 %population cover by this year and rising to 96% by 2016.
These are some of the commitment by DIGICEL.
So far I have not seen SINGTEL or other players announcing their plan.
The selection committee will have to be very transparent and fair in awarding the license.

Atom99      ( Date: 09-Jun-2013 16:26) Posted:

I am not sure DIGICEL is the dArk horse. But DIGICEL has made a smart move by revealing what the consortium

Blanchard      ( Date: 09-Jun-2013 13:00) Posted:

If politics were to be involved as well, I would bet KDDI + Sumitomo + Myanmar MICTDC + A1 Construction plus Singapore Telecommunications (Singtel) + KBZ + Myanmar M-Tel to get the 2 licenses. To me, the dark horses are Digicel plus Telenor with their strong bid (the rest seems to be weaker / I have  no visibility in their proposals). Wonder  Myanmar would grant more license(s) in the future to any of the losers? Exciting and tough competition in this high risk &   good potential? business. Interesting mental betting...
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