Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Sun, 23 Jun 2019, 2:13 PM

 

Proverbs 12:13 “ The root of the righteous shall not be moved.” (Calvin Tan Sunday Sharing on Bible Investments

Author: calvintaneng   |  Publish date: Sun, 23 Jun 2019, 2:13 PM


Dear Friends

Today is the LORD's Day again

I want to share on Proverbs 12:13 “A man shall not be established by wickedness: but the root of the righteous shall not be moved.” 

 

 

 

This Book of Proverbs as we know was written by a Jew called King Solomon. And he is the wisest man in his time

The Jews being able to follow his writtings have become the most intelligent people on earth. As well as anyone who read Proverbs

And today we want to expound on this verse

"A man shall not be established by wickedness: but the root of the righteous shall not be moved"

We are more concern with showy leaves & fruit because they are visible. But that is not the 1st concern.

The 1st concern is "THE ROOT" - the hidden part of the plant or tree.

ROOT speaks of Foundation & Source.

THE ROOT OF THE RIGHTEOUS

IT MEANS RIGHTEOUS PEOPLE HAVE ROOT THAT CANNOT BE MOVED

Let's quote some comments

Verse 3. - A man shall not be established by wickedness. Man is metaphorically compared to a tree, especially the olive. Wickedness gives him no firm hold for growth or life (comp. Proverbs 10:25). The root of the righteous shall not be moved. The righteous are planted in a good soil, are "rooted and grounded in love" (Ephesians 3:17), and the root being thus well placed, the tree is safe, and brings forth much fruit (comp. ver. 12; Job 14:7-9). Vers. 4-12 contain proverbs concerning the management of a house and business.

12:1 Those who have grace, will delight in the instructions given them. Those that stifle their convictions, are like brutes. 2. The man who covers selfish and vicious designs under a profession of religion or friendship, will be condemned. 3. Though men may advance themselves by sinful arts, they cannot settle and secure themselves. But those who by faith are rooted in Christ, are firmly fixed. 4. A wife who is pious, prudent, and looks well to the ways of her household, who makes conscience of her duty, and can bear crosses; such a one is an honour and comfort to her husband. She that is the reverse of this, preys upon him, and consumes him. 5. Thoughts are not free; they are under the Divine knowledge, therefore under the Divine command. It is a man's shame to act with deceit, with trick and design. 6. Wicked people speak mischief to their neighbours. A man may sometimes do a good work with one good word. 7. God's blessing is often continued to the families of godly men, while the wicked are overthrown. 8. The apostles showed wisdom by glorying in shame for the name of Christ. 9. He that lives in a humble state, who has no one to wait upon him, but gets bread by his own labour, is happier than he that glories in high birth or gay attire, and wants necessaries.

 

This is Calvin Tan's comments:

Root speaks of foundation. Righteous speaks of Right Foundation. True foundation. Solid foundation. Foundation in family. They learn the virtue of constant study and learning, honest hard work. Referring to business it speaks of enterprize that brings good to the well being of others. Services or goods for people that in turn generate an honest profit.

No short cut or cutting corners in business dealings. Giving just weight & just measure of value to customers. 

NOW A PERSON, A FAMILY, A NATION  OR BUSINESS THAT FOLLOW THE ROOT (FUNDAMENTAL PRINCIPLE) OF DOING RIGHT WILL NEVER BE MOVED

Moved speaks of being found to err, or to suffer or to break any law. IT IS STRONG, STABL:E & CAN WITHSTAND ANY CRISIS

LIKE A TREE WITH FIRM ROOT THAT CAN WITHSTAND A TORNADO OR SCORCHING DROUGHT WHEN OTHERS WHOSE ROOTS ARE ROTTEN (BUSINESSES THAT ARE CORRUPTED BY DECEIT, SHORT CUT THAT SHORT CHANGED THE CUSTOMERS OR ITS OWN EMPLOYEES OR SHAREHOLDERS) WILL FALL BECAUSE IT HAS NO ROOT

SO IN INVESTMENTS THE FUNDAMENTAL ASPECT COMES FIRST & FOREMOST

1) IS MANAGEMENT HONEST AND COMPETENT?

IS THE NATION DOING WHAT IS RIGHT

King James Bible
Righteousness exalteth a nation: but sin is a reproach to any people. (Proverbs 14:34)

In 1974 I first exchanged Rm1.00 for S$1.03

For every One hundred ringgit I get One Hundred and Three extra Singapore dollars

Today, 45 years later, One ringgit can only get 32.80 Singapore cent

For every One hundred ringgit I only get S$32.80

OR ONE SINGAPORE DOLLAR CAN EXCHANGE FOR RM3.09

THIS SPEAKS LOUD AND CLEAR

 

PLEASE PRAY FOR THE MALAYSIAN GOVT

See

 

1 Timothy 2 King James Version (KJV)

I exhort therefore, that, first of all, supplications, prayers, intercessions, and giving of thanks, be made for all men;

For kings, and for all that are in authority; that we may lead a quiet and peaceable life in all godliness and honesty.

For this is good and acceptable in the sight of God our Saviour;

Who will have all men to be saved, and to come unto the knowledge of the truth.

For there is one God, and one mediator between God and men, the man Christ Jesus;

Who gave himself a ransom for all, to be testified in due time.

Whereunto I am ordained a preacher, and an apostle, (I speak the truth in Christ, and lie not;) a teacher of the Gentiles in faith and verity.

I will therefore that men pray every where, lifting up holy hands, without wrath and doubting.

 

NOW FOR THE RESULT OF THE ROOT THAT IS RIGHTEOUS

2) THE ROOT OF THE RIGHTEOUS YIELDETH FRUIT

King James Version (Proverbs 12:12)
The wicked desireth the net of evil men: but the root of the righteous yieldeth fruit.

Let's see what others comment

To Pastors and Teachers
To Pastors and Teachers If all who laboured for the conversion of others were to introduce them immediately into Prayer and the Interior Life, and make it their main design to gain and win over the heart, numberless as well as permanent conversions would certainly ensue. On the contrary, few and transient fruits must attend that labour which is confined to outward matters; such as burdening the disciple with a thousand precepts for external exercises, instead of leaving the soul to Christ by the 
Madame Guyon—A Short and Easy Method of Prayer

Of Having Confidence in God when Evil Words are Cast at Us
"My Son, stand fast and believe in Me. For what are words but words? They fly through the air, but they bruise no stone. If thou are guilty, think how thou wouldst gladly amend thyself; if thou knowest nothing against thyself, consider that thou wilt gladly bear this for God's sake. It is little enough that thou sometimes hast to bear hard words, for thou art not yet able to bear hard blows. And wherefore do such trivial matters go to thine heart, except that thou art yet carnal, and regardest 
Thomas A Kempis—Imitation of Christ

The Ninth Commandment
Thou shalt not bear false witness against thy neighbour.' Exod 20: 16. THE tongue which at first was made to be an organ of God's praise, is now become an instrument of unrighteousness. This commandment binds the tongue to its good behaviour. God has set two natural fences to keep in the tongue, the teeth and lips; and this commandment is a third fence set about it, that it should not break forth into evil. It has a prohibitory and a mandatory part: the first is set down in plain words, the other 
Thomas Watson—The Ten Commandments

 

And this is Calvin Tan comments:

The Root if  it is Righteous then the Tree Will Be Healthy and Brings Forth Fruit

A True Christian is proven not by his words alone but by the Fruit in his life. A pure heart will show forth pure words of wisdom. An evil heart will follow lies, deceit and take short cut to cheat to get wealth. A business that cut corners will end up being cut to pieces eventually. But a business based of hard work, integrity, providing goods & services of value to fellowmen will eventually be rewarded

SO THE ROOT THAT DOES RIGHT LEADS TO RIGHT FRUIT

A PLANT WITH HEALTHY ROOT CAN BRING FORTH HEALTHY FRUIT

A FAMILY THAT EDUCATE ITS CHILDREN IN PROPER KNOWLEDGE, INTEGRITY & HARD  WORK AND HONEST LIVING WILL BRING FORTH TEACHERS, PROFESSORS, EDUCATORS, ENGINEERS, SCIENTIST, ACCOUNTANT, AUDITORS, LAWYERS, DOCTORS, SURGEONS & OTHERS OF HIGH VALUE TO SOCIETY

A BUSINESS FUNDAMENTALLY SOUND WILL BEING OUT PROFITS FOR SHAREHOLDRS EVENTUALLY BY RISING SHARE PRICES OR DIVIDENDS OR EVENTUAL PRIVATIZATION WITH GOOD GAINS

 

WARMEST  REGARDS

 

Calvin Tan Research

Singapore

Image result for the law of the law is perfect picture

 

 
  Be the first to like this.
 

UZMA VERSUS DAYANG, PENERGY & CARIMIN (COMPARE & CONTRAST THEIR PERFORMANCE)Calvin Tan Research

Author: calvintaneng   |  Publish date: Fri, 21 Jun 2019, 10:11 AM


Hi Guys

VERY HAPPY DAY TODAY

UZMA, DAYANG, PENERGY & CARIMIN ARE ALL UP

UZMA STILL THE LAGGARD

BUT TO CALVIN THE MOST NEGLECTED UZMA (3 IBs Call For Sell) OFFERS THE BEST VALUE FOR UPSIDE

CALVIN EXPECTS UZMA TO OVERTAKE CARIMIN & PENERGY

WHY OH WHY?

 

SEE

 

I don't read, much less follow, the valuations or predictions. I study the numbers. - John Neff

 

"I don't read, much less follow, the valuations or predictions. I study the numbers" - John Neff

 

UZMA RESULTS

SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2019

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2019
31 Mar 2018
31 Mar 2019
31 Mar 2018
$$'000
$$'000
$$'000
$$'000
1 Revenue
111,433
91,932
304,536
301,621
2 Profit/(loss) before tax
5,599
2,369
22,115
12,196
3 Profit/(loss) for the period
4,335
333
20,534
13,991
4 Profit/(loss) attributable to ordinary equity holders of the parent
2,485
-100
17,900
12,590
5 Basic earnings/(loss) per share (Subunit)
0.78
-0.03
5.59
4.11
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.5400
1.4800
 

 

UZMA At 74 SEN HAS NAV OF RM1,54

MORE THAN 50% DISCOUNT TO NTA. HUGE MARGIN OF SAFETY

A CHECK WITH UZMA ASSETS

RM60 MILLIONS IN REAL ESTATE

9 HWUs (Both Onshore & OffShore)

Drilling OIl Business

Other Investments

PPE (Property/Plant/Equipment) Rm500 MIllions

 

DAYANG

 

 

SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2019

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2019
31 Mar 2018
31 Mar 2019
31 Mar 2018
$$'000
$$'000
$$'000
$$'000
1 Revenue
156,408
148,782
156,408
148,782
2 Profit/(loss) before tax
-8,464
-35,979
-8,464
-35,979
3 Profit/(loss) for the period
-17,153
-47,649
-17,153
-47,649
4 Profit/(loss) attributable to ordinary equity holders of the parent
-4,135
-21,307
-4,135
-21,307
5 Basic earnings/(loss) per share (Subunit)
-0.43
-2.21
-0.43
-2.21
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.1500
1.1600
 

 

Dayang at Rm1,20 with NAV of Rm1.15 is above NAV

Quarter report slight loss

Dayang has Rm1.4 Billions in PPE

HOTTEST & MOST POPULAR OF OGSE STOCKS

 

 

PENERGY

SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2019

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2019
31 Mar 2018
31 Mar 2019
31 Mar 2018
$$'000
$$'000
$$'000
$$'000
1 Revenue
111,854
67,505
111,854
67,505
2 Profit/(loss) before tax
1,715
1,019
1,715
1,019
3 Profit/(loss) for the period
1,715
1,019
1,715
1,019
4 Profit/(loss) attributable to ordinary equity holders of the parent
1,715
1,019
1,715
1,019
5 Basic earnings/(loss) per share (Subunit)
0.53
0.32
0.53
0.32
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.0500
1.0400
 

 

PENERGY AT 76 SEN WITH NAV OF Rm1.05 has fair margin of safety

REVENUE ABOUT SAME AS UZMA AT RM111 MILLIONS

Profit slightly less than Uzma

PPE is about Rm300 Millions

 

 

CARIMIN

SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2019

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2019
31 Mar 2018
31 Mar 2019
31 Mar 2018
$$'000
$$'000
$$'000
$$'000
1 Revenue
94,684
24,873
275,026
89,860
2 Profit/(loss) before tax
2,841
-5,113
19,810
-8,482
3 Profit/(loss) for the period
2,049
-5,304
18,793
-9,126
4 Profit/(loss) attributable to ordinary equity holders of the parent
2,131
-5,261
19,110
-9,145
5 Basic earnings/(loss) per share (Subunit)
0.91
-2.25
8.17
-3.91
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
0.6489
0.5671
 

 

CARIMIN AT 85 SEN WITH NAV OF 64 SEN IS NOW ABOVE NTA

REVENUE INCREASED FROM RM24 MILLIONS TO RM94 MILLIONS

Profit slightly more than Uzma

PPE is only Rm160 Millions. Of the 4 Carimin is the baby

I think at 85 sen Carimin valuation is rich. Upside will be limited unless it can show exceptional performance

 

 

SO THESE ARE THE REAL FIGURES ALL CAN SEE AND MAKE YOUR OWN JUDEMENTS

 

BLOCK OUT ALL THE NOISE WHAT INVESTMENT BANKS SAY OR EVEN WHAT CALVIN SAY

 

DECIDE FOR YOURSELVES 

 

BEST REGARDS

 

Calvin Tan Research

SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2018

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Dec 2018
31 Dec 2017
31 Dec 2018
31 Dec 2017
$$'000
$$'000
$$'000
$$'000
1 Revenue
105,577
110,400
193,103
209,689
2 Profit/(loss) before tax
9,285
6,510
16,516
9,827
3 Profit/(loss) for the period
8,321
7,080
16,199
13,658
4 Profit/(loss) attributable to ordinary equity holders of the parent
8,175
6,360
15,415
12,690
5 Basic earnings/(loss) per share (Subunit)
2.55
2.07
4.82
4.14
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.5300
1.4800
 

 

 

SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2018

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2018
30 Sep 2017
30 Sep 2018
30 Sep 2017
$$'000
$$'000
$$'000
$$'000
1 Revenue
87,526
99,289
87,526
99,289
2 Profit/(loss) before tax
7,231
3,317
7,231
3,317
3 Profit/(loss) for the period
7,878
6,578
7,878
6,578
4 Profit/(loss) attributable to ordinary equity holders of the parent
7,240
6,330
7,240
6,330
5 Basic earnings/(loss) per share (Subunit)
2.26
2.11
2.26
2.11
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.4600
1.4800
 

 

 

 

"I don't read, much less follow, the valuations or predictions. I study the numbers" - John Neff

 

John B. NeffCFA, (September 19, 1931 - June 4, 2019) was an American investor, mutual fund manager, and philanthropist. He was notable for his contrarian and value investing styles as well as for heading Vanguard's Windsor Fund[1]. Windsor became the highest returning, and subsequently largest mutual fund in existence during Neff's management, eventually closing to new investors for a period in the 1980s. Neff retired from Vanguard in 1995. During Neff's thirty-one-year tenure at Windsor (1964 to 1995), the fund returned 13.7% annually versus 10.6% for the S&P 500.[2]

 

 

 

 

 

 

 

 

 

 

LET US NOW LOOK AT THE NUMBERS IN UZMA, DAYANG, PENERGY & CARIMIN

 

 

  Be the first to like this.
 

MASTERING THE CYCLICALS: MAKING THE ODDs IN YOUR FAVOUR, HOWARD MARKS, Calvin comments

Author: calvintaneng   |  Publish date: Thu, 20 Jun 2019, 8:10 PM


Hi guys

I finally get to read Howard Marks MASTERING THE CYCLICALS recently

Let me give you a gist of his thoughts 

Howard Marks say 

Suppose that there are both black and white balls in a Jar

And you are told to pick some at random

Say 10 balls

Now if there are equal amount of white and black balls then the chances of picking a white ball or black ball is only 50%/50% chance

BUT IF YOU HAPPEN TO KNOW THIS

KNOW WHAT?

TO KNOW THAT INSIDE THE JAR THE WHITE BALLS ARE 70% AND THE BLACK BALLS ONLY 30%

AHA!

NOW YOU KNOW THE ADVANTAGE OF CHOOSING WHITE BALLS OVER BLACK BALLS HAS AN EDGE

OF COURSE BY BAD LUCK A PERSON COULD STILL PICK MORE BLACK BALLS THAN WHITE BALLS EVEN THOUGH WHITE BALLS ARE 70% COMPARED TO BLACK BALLS ONLY 30%

IN THIS CASE HE HAS BAD LUCK

BUT STATITICS WILL SHOW OVER A VERY LONG LONG TIME IF WE CHOOSE TO PICK ONLY WHITE BALLS OVER BLACK BALLS WE WILL STILL COME OUT THE WINNER

AS WHITE BALLS ARE 70% AND BLACK BALLS ONLY 30%

RANDOM SHORT TERM MAY NOT SHOW. BUT RANDOM OVER A VERY LONG PERIOD PICKING WHITE BALLS WILL MAKE THE ODDS IN OUR FAVOUR

SO THAT IS HOW HOWARD MARKS APPLY THIS TO STOCK PICKING

BY THE WAY HOWARD MARKS IS NOW A BILLIONAIRE ( EVEN SIFU WARREN BUFFET LOOKS FORWARD TO RECEIVE HOWARD MARKS INVESTMENT NEWS LETTER IN HIS MAIL. HE OPENS HOWARD MARKS LETTER FIRST AMONG MANY OTHERS

 

NOW THIS YEAR HAS BEEN A VERY VERY EXCELLENT YEAR FOR CALVIN

WHY?

ANSWER:

BECAUSE BY FOLLOWING HOWARD MARKS - MAKING THE ODDs IN OUR FAVOUR WE PICKED OIL AND GAS COUNTERS

THE ODDS FAVOUR OIL AND GAS STOCKS BECAUSE OF THESE 4 REASONS

1) BRENT CRUDE OIL AT USD60 TO USD70 PER BARREL MAKES IT PROFITABLE

2) MALAYSIAN GOVT WANTS MORE REVENUE FROM PETRONAS

3) PETRONAS RAPID REFINERY NEEDS LOTS OF OIL

4) PETRONAS HAS INCREASED UPSTREAM JOBS TO RM30 BILLIONS

SO FAR SO GOOD, CALVIN'S CARIMIN & NAIM HAVE GROSSED MORE THAN 100% CHUN CHUN

 

NEXT WILL BE RM40 BILLIONS CAPEX FOR ECRL RAIL LINK JOB OF 688KM LONG & THEN BANDAR MALAYSIA ANOTHER RM70 BILLIONS (ALSO GOT PAN BORNEO HIGHWAY & WCE HIGHWAY) PLUS UP COMING HIGH SPEED RAIL JOBS OF OVER RM60 BILLIONS NEXT YEAR

THESE ARE HIGH INFRAR JOBS WHICH NEED LOTS OF CEMENT AND LONG STEEL

AND YTL TAKING LAFARGE CEMENT PRIVATE AT RM3.75. HONG LEONG ALSO TAKING TASEK CEMENT PRIVATE

SO THERE REMAINS A NEGLECTED CLASS

WHAT ARE THEY?

ANSWER:

THEY ARE LONG STEEL STOCKS & I HAVE PICKED MASTEEL AS THE VEST BEST OF LONG STEEL STOCKS

WHY MASTEEL?

THESE ARE MY REASONS

1) MASTEEL USE SCRAP IRON UNLIKE OTHERS USING EXPENSIVE IRON ORE.

SO MASTEEL HAS AN ADVANTAGE IN COST

 

2) MASTEEL FACTORIES ARE  LOCATED IN PJ & KLANG. AS STEEL TRANSPORT COST WILL BE CHEAPER DUE TO ECRL ENDING IN PORT KLANG

 

3) MATEEL DEBT BURDEN IS LIGHTER THAN OTHERS AS IT RAISED CAPITAL BY PRIVATE PLACEMENT

 

4) THE LOGISTIC COST FOR STEEL IS BETTER THAN CEMENT

ONE TON OF CEMENT OVER RM200 BUT ONE TON OF STEEL IS OVER RM2,000

SO STEEL IS MORE EXPENSIVE THAN CEMENT COST BY UP TO 10( X ) TIMES

SO SELLING ONE TONNE OF LONG STEEL IS EQUIVALENT TO SELLING 10 TONS OF CEMENT

JUST IMAGINE FOR THE SAME AMOUNT OF MONEY YOU NEED TO USE

10 LORRIES TO TRANSPORT CEMENT

YOU ONLY USE ONE LORRY OF STEEL FOR THE SAME VALUE LIKE CEMENT

 

5) NOW CALVIN LIKES MASTEEL A LOT MORE DUE TO ITS DISCOUNT OVER RM1.50 NTA

AT ONLY 50.5 SEN MASTEEL IS SELLING AT ONLY 1/3 OF ITS NET ASSET VALUE

THIS GIVES US A TREMENDOUS MARGIN OF SAFETY

 

6) AFTER PH GOVT WON GE14 & HIGH INFRAR JOBS WERE CANCELLED, SCALED DOWN OR POSTPONED BOTH CEMENT AND LONG STEEL STOCKS WHICH DEPEND ON INFRAR JOBS CRASHED

NOW THAT ECRL & NEXT BANDAR MALAYSIA WILL BE RESTORED CEMENT PRICES ALREADY GONE UP

ONLY LONG STEEL IS THE LAGGARD.

BUT NOT FOR LONG. AS ECRL JOB PROGRESSES LOTS OF ORDERS WILL COME IN AGAIN FOR LONG STEEL FOR BRIDGES, FOUNDATIONS, EMBANKMENTS AND OTHERS

20% TO 25%  OF CONSTRUCTION COST CONSIST OF MATERIALS LIKE CEMENT AND STEEL

SO THE MULTIPLED BILLIONS DO ADD UP TO A MULTI YEAR FRESH ORDERS FOR LONG STEEL

 

7) WHO SAW  ALL  THESE

DIRECTORS  AND  INSIDERS  OF MASTEEL OF COURSE

SEE

 

SEE DIRECTOR BOUGHT 2 MILLION MASTEEL SHARES AT RM1.51

EVEN ADJUSTED FOR 1 FOR 3 BONUS ISSUE DIRECTOR COST OF PURCHASE IS RM1.13

 

WHY DIRECTORS SO BULLISH?

 

BECAUSE THEY SAW ECRL, BANDAR MALAYSIA, KL SPORE HIGH SPEED RAIL WILL CAUSE HUGE SURGE OF DEMAND FOR LONG STEEL

 

SO IF DIRECTOR DARE TO BUY AT RM1.13 NOW MASTEEL AT 50.5 SEN

 

DON'T YOU THINK THE ODDs ARE NOW IN OUR FAVOUR

 

MORE SO AS PROJECT AFTER CANCELLED PROJECT ARE BEING RESTORED ONE BY ONE IN COMING DAYS

 

AT 50.5 SEN NOW

CALVIN HAS A MODEST TARGET PRICE FOR MASTEEL AT ONLY RM1.00

 

EVEN AT ONE RINGGIT IT IS STILL BELOW DIRECTOR ENTRY COST AT RM1.13

 

BEST REGARDS

 

Calvin Tan Research

Singapore

 

Please buy or sell after doing your own due diligence

  Be the first to like this.
 
calvintaneng See how Concrete Piles got long steel embedded inside

https://www.youtube.com/watch?v=xp9f2ZURD1s
20/06/2019 8:36 PM
calvintaneng See how Bridges need lots of Long Steel bars

https://www.youtube.com/watch?v=4KzDgQjWyHM
20/06/2019 8:38 PM
calvintaneng See how High slopes & valleys need Long Steel Bars for Embankment support to prevent from soil erosion

https://www.youtube.com/watch?v=Coeig9wdeIY
20/06/2019 8:40 PM
calvintaneng SEE MASTEEL THE ONLY 100% TOTAL LONG STEEL BAR COMPANY IN MALAYSIA

THE CHAMPION OF CHAMPIONS IN LONG STEEL

MASTEEL = THE MASTER OF LONG STEEL BARS

https://www.masteel.com.my/core-products/steel-bar/
20/06/2019 8:43 PM
apolloang butaland NTA also 1.54 but share price only 44.5cts
21/06/2019 1:02 AM
calvintaneng Dutaland might be taken private just like

Super Enterprize
Tmakmur
The store
Daiman
Weida
Kulim
Yeelee
Selangor prop
Mwe
21/06/2019 1:26 AM
calvintaneng Masteel also another candidate to be privatise after lafarge, cima, ytl cement, hanjoon cement and tasek cement

In fact masteel will be the 1st long steel stock to be possibly taken private
21/06/2019 1:28 AM
apolloang pastor says taking private but director keep quiet....hahaha
21/06/2019 1:32 AM
apolloang already more than 2 years said butaland going to take private....if got also 50cts only cos stingy boss
21/06/2019 1:39 AM
calvintaneng Hahaha

For Daiman it took even longer time before boss took it private at Rm3.00
21/06/2019 1:56 AM
calvintaneng And Tmakmur was suddenly taken private
21/06/2019 1:56 AM
calvintaneng Kulim being taken private was expected because Jcorp saw the potential in Pengerang

Now Jcorp used 2 kulim lands to build 2 township
21/06/2019 1:57 AM
calvintaneng Super Enterprize privatisation was fast and furious

Chased up all the way from Rm1.25 to Rm3.80 non stop
21/06/2019 1:58 AM
calvintaneng The store was a sad case

Worth more than Rm6 to Rm8 a share

Privatised around Rm4.00
21/06/2019 1:59 AM
calvintaneng Weida also another totally undervalue stock taken private
21/06/2019 1:59 AM
apolloang all those very few people own one.all those kena trapped one like ytlland private price how much?
21/06/2019 1:59 AM
calvintaneng Very few people owned?

Of course!!!

Only Calvin and his buddies bought lah!!!

Just as we sapu lots and lots of Naim at 50 sen

Huhuhu
21/06/2019 2:01 AM
apolloang butaland gonna private how much? 50cts ar? hahaha
21/06/2019 2:01 AM
calvintaneng I will give at least 80 sen to take Dutaland private

Last time in pm Corp forum I told directors pm Corp can be taken private for 30 sen for all it's assets

True enough they later gave out 8 sen cash payout
21/06/2019 2:03 AM
apolloang 80cts? r u dreaming? the stingy boss give u 50cts the most
21/06/2019 2:04 AM
calvintaneng Masteel boss bought 2 million masteel shares at Rm1.51

After 1 for 3 bonus his holding cost is rm1.13

Warren Buffet we buy whole company or we can also buy pieces of a company

Behind every stock is a company doing real service or trading goods

So when we buy their shares we are actually buying pieces of the company

When Directors see value they might take it private

In Malaysia these Directors always get away by paying 30% to 50% for the true value of a company

Bursa and security commission are sleeping

Govt of Malaysia also know next to nothing about this

Previous Bn govt under Najib only knows how to siphon money by 1mdb

Now pH Govt also not bothered

They have other interest than to take care of the health of listed companies
21/06/2019 2:09 AM
calvintaneng All bosses are stingy

Laf seagroatt gave only Rm1.30 for privatisation

All rejected it

Later she took Kaf I think double the price around Rm2.60 or Rm2.70
21/06/2019 2:12 AM
calvintaneng Harrison's boss also want to take it private at Rm1.30 with Nta over Rm3.00

But one Peter guy from USA kept up buying Harrison till he got 10% and so prevented Mgo as boss needs more than 90%

In the end Harrison rose as high as Rm4.00
21/06/2019 2:14 AM
apolloang all those u said one,share capital not as much as butaland…..Harrison siapa ada?
21/06/2019 2:16 AM
apolloang u bought naim at 50cts 5 lots sold at 60cts 5 lots make 500 not enough makan also....hahaha
21/06/2019 2:24 AM
calvintaneng Hahaha

Only Calvin 2 remisiers know how many lots of Naim Calvin bought
21/06/2019 3:18 AM
calvintaneng Apolloang

Good morning

You better don't play casino type of stocks anymore

Better don't make this type of money and get addicted to it

If you win you will bet more and more in future

Just like taking drugs

Once you get hooked to the habit?

Finish leow!!

Sure die inside the gambling spirit

As they say in hokkien

Puat kiaw puat kiaw su leow leow

Or if you keep on gambling you will finally lose everything

Jesse Livermore took the stock market like a casino. In the very end of end games he lost everything he made and committed suicide

So many are committing financial suicide
21/06/2019 7:23 AM
calvintaneng At the one extreme are people like Apollo, musangking and others who like to punt and chase casino type of stocks

And at the other extreme are people like 3iii and Philip who only recommend dinosaur type of overhyped and overinflated stocks which of little interest or value to the masses

There must be a sensible middle ground of sane investors and also all rounded like Sifu Peter Lynch who can buy all 6 classes of stocks

Stalwarts
Fast Growers
Slow Growers
Turnaround
Asset plays
Cyclicals

Since both 3iii and Philip have no thorough experience nor still in all 6 types of stocks they only concentrate on a dozen stocks or less and condemn those who bought turnaround, asset plays and cyclicals

These 2 are fundamentally wrong because they neither understand not know how these turnaround, asset plays and cyclicals work

They are very very dumb to think that turnaround can be a buy and hold type

They are mistaken that cyclical stocks should be kept long term. You cannot and should not keep cyclicals long term

You should only buy a cyclical when it is out of favour and p/e is high and when things are bleak like buying carimin at 39 sen long before oil and gas boom started

And also buy cement and long steel stocks before heavy duty infrar jobs are implemented

Now is the time to buy masteel as a potential cyclical upturning stock

Why buy masteel leh?

Answer:

Masteel or master of long steel
Will be the top beneficiary for construction material stocks as long steel bars and rebars are the backbone of every heavy duty infrar works like highway, bridges, retaining walls, pilings and all others

So learn to buy Cyclicals for goodness sake !
21/06/2019 7:38 AM
calvintaneng Because Sifu Howard Marks' has mastered the Cyclicals he has done exceedingly well and became a millionaire like Warren Buffet and Seth Klarman

By mastering the secrets of buying into cyclical stocks at bottom when no body wants and selling them when hot Howard Marks' has mastered the investment approach of Cyclicals like Sifu Peter Lynch

Both sorchai 3iii and dumb Philip should go read up on Peter Lynch and Howard Marks'

They better do!!!

Or else they will keep up spewing nonsense because they both know next to nothing about cyclicals
21/06/2019 7:42 AM
calvintaneng And then there is turnaround which is slightly different from Cyclicals

Cyclicals go according to seasons and timing while turnarounds depend on the ability of leadership to change things for the better

Turnarounds are like a ship master steering the course of his ship back to the right direction

So cyclical is more seasonal while turnaround depends on the skill and wisdom of leadership

TalamT is a turnaround

It took Tan Sri Datuk Chan Ah Chye 8 long years to turn TalamT around

Again 3iii and very stupid Philip knows nil about TalamT type of stock
21/06/2019 7:47 AM
calvintaneng One more is Asset play

Peter Lynch when buying into Disney Land shares saw something

Peter Lynch saw what?

Peter Lynch saw that families visiting Disney World usually stay in Hotels around Disney Lands

And Peter Saw "THERE ARE HUGE EMPTY LANDS" in Disney World which could be turned into Hotels

So why stay outside when Disney could have it's brand of Disney Hotels

This was done by LegoLand. LegoLand also got LegoLand Hotels...going for Rm1,000 per room one night
21/06/2019 7:51 AM
calvintaneng Another thing about asset play is the assets bought upteen years ago still sitting on old book value

If revalued or sold these stocks of Asset plays will unlock Real Value

Recently Dolomite sold an asset and it's shares went limit up from 8 sen to 19 sen for a 11 sen gain
But the price rise was not justified as it's Nta was only less than 10 sen

Another similar asset play stock is Asb.
Asb at 14 sen has a huge 45 sen asset backing
Asb will be finalizing it's sale of shah Alam factory for Rm124 millions (cost Rm31 millions book value) so by selling this land Asb is unlocking land value and getting a net profit of 8.3 sen (asb is an out of favour, unloved and also unpopular, undiscovered stock of great potential)

So Asb presents us a great buy

Again many cannot see this asset play stock which Peter Lynch or Howard Marks' will load up if they are Malaysia
21/06/2019 7:59 AM
calvintaneng But outside these 6 category of stocks there is one which syndicates love to promote

Which one?

Greater Fool Type of Stocks of course !!!

Since stupid 3iii and Philip cannot offer help and also misdirect others to dinosaur stocks many don't know how to invest like Howard Marks', Seth Klarman or Peter Lynch

Since they don't know how to invest properly they all go a-gambling in fools stock promoted by syndicates like joining a casino

No wonder with stupid 3iii in investlah all the naive sorchai there have lost their shirt and investlah almost going to close shop

Better don't listen to 3iii or Philip because they both have zero experience with turnaround, asset play or Cyclicals

Calvin suggest all to buy these two books

1. One up on Wall Street
2. Beating the street

Both by Peter Lynch
21/06/2019 8:06 AM
calvintaneng A cyclical is different from a consistent growth stock

In stalwart like water or utility the performance is constant through good or bad times

For slow growth like Nestle which have Milo and maggee Mee as a stable it performs ok at all times

So both are predictable like the sun will rise again tomorrow morning

But not for Cyclicals

Cyclicals have very good times as well as very bad times

When times are good business will be brisk and booming and people will bid up the shares to high high prices

Conversely, these Cyclicals will also go into very bad times when high infrar works are over

With jobs completed the downcycle will come and stock prices will also go down in tandem

So you cannot buy and hold Cyclicals like holding stalwarts

A cyclical should therefore be bought when it is out of favour. And certainly you must sell the Cyclicals when it turns hot

So you must act contrary to the crowd to succeed

Yes, that is the secret!!

Now you go tell this to dumb 3iii or dumb Philip a thousand times also no use

They cannot understand

Only the wise and willing to learn will understand
21/06/2019 8:18 AM
calvintaneng Wahaha

Today the unloved, unwanted, much feared Uzma powered up

Many now chasing in earnest

Later much later

This unloved, unwanted overlooked masteel will also power up
21/06/2019 11:21 AM

GREATEC = GREAT-TRAP OR GREATER FOOL TRAP? SEE ARTICLE BY DR NEOH ON GREATER FOOL, Calvin Tan comments

Author: calvintaneng   |  Publish date: Thu, 20 Jun 2019, 12:01 AM


Hi guys

Last time when Sumatech was 50 sen Calvin warned about the danger of riding on sumatran tech tiger. Many paid little heed to Calvin and they said, "When Calvin say buy you must sell". And when Calvin called for a sell on sumatech you must buy"

And buy they did and chased sumatech to a high of 70 sen. Then?

Then sumatech turned into sudatrap and crashed bang, bang bang all the way down to only half sen. At best sometimes sudatrap trades at only one sen. So all who chased sumatech kena sudah trapped!!

Now we have a new fangled peril called GREATEC OR GREAT TRAP OR GREATER FOOL TRAP

WHAT IS THE GREATER FOOL THEORY (LOOK AT CALVIN PAST ARTICLE)

BY THE WAY, PEOPLE SAY CALVIN RECOMMENDED MANY STOCKS (BUT DO YOU KNOW THAT CALVIN ALSO WARNED AND WARNED ABOUT MANY CON MAN STOCKS ALSO.

THEY WERE TRANSMILE = TRANSFER YOUR SMILE TO CHEATING DIRECTOR

LIQUA = LI (YOU IN CANTONESE) QUA (DIE IN CANTONESE)

SAAG = SAGGING ALL THE WAY DOWN TO ZERO

SUMATECH = SUDATRAP

PATIMAS

AAX 

XOX = DOUBLE SCISSORS CUT HEAD

VSOLAR = VERY SOLAR OR VERY STUPID

DOLOMITE = DYNAMITE THAT BLASTED SORCHAI TO PIECES

COMCORP = CON MAN CORP

SEACERA = SEE DIE LAH

SENDAI = SEND DIE

JAKS = JAWS

LIONIND ( JAWS 2)

DUFU OVER RM4.00 (DO FOOL)

ELSOFT (ALL SOFT SOFT NOW)

TEKSENG (BIG HEAD SENG) THIS SOLAR STOCK PUMPED TO OVER RM1.00 AND CALVIN GAVE WARNING.

"WAHAHAHA" OPPOSED CALVIN AND BOUGHT MORE TEKSENG AT RM1.00. HE EVEN AVERAGED DOWN A FALLING KNIFE  (TEKSENG LATER CRASHED BY MORE THAN 70% AND "WAHAHAHA" DISAPPEARED)

IFCA (IF FALL C (DIE) ARGHH) IFCA GONE TRIPLE LIMIT DOWN FROM RM1.80 TO 25 SEN

SO MANY OTHERS CALVIN GAVE  WARNING (WHERE IS STUPID 3iii & PHILIP (NEVER GIVE A WORD OF WARNING?)

AND NOW THIS UNPROVEN GREATEC OR GREATER FOOL TRAP

SEE THE FULL STORY

'THE GREATER FOOL THEORY By Dr Neoh Soon Kean (Excerpts from STOCK MARKET INVESTMENT), Calvin Tan comments

Author:   |    Publish date: 

 

 


 

This is an excerpt from STOCK MARKET INVESTMENT In Malaysia And Singapore by Dr Neoh Soon Kean, the Benjamin Graham of Malaysia. Year of printing 1985

 

THE GREATER FOOL THEORY (Page 67 Last paragraph)

This is a theory that is usually very popular during the immature phase of a stock market's development. More of the followers of this theory are not aware that the trading system which they believe in goes by this peculiar name. From the stock market's behaviour during the past three booms, we can say that many Malaysians/Singaporeans appear to be strong supporters of this theory. This theory was very popular in the US during the 1920s but since then, it has fallen out of favour even though pockets of true believers still appear from time to time.

 

    In essence, believers of this theory hold that stock prices are not dependent on anything tangible but rather dependent on the continual appearance of more people who are willing to purchase the stocks at an even higher price {these people are the so-called 'greater fools'). Thus, it neither matters what price one buys a stock nor that the stock's price is ridiculously high by any normal standard of measurement. Thus the believers of this school of thought hold the view that whatever stock one buys can always be sold at a higher price because there will always be greater fools than themselves. Thus, it is fine to buy MUIB at $24.00 because there will be another person foolish (or brave) enough to pay $26.00 for it. Believers of the greater fool theory never for a minute think that the supply of fools will be exhausted and that they may be the final purchaser before the crash.

 

   During every stock market boom, there are usually a large number of believers of the greater fool theory and some of them actually make a lot of money on the way up. Some of them get out in time by finding some greater fools to take over their hot potatoes in the nick of time but many find that they themselves end up as the greatest fools because there is no one else willing to bid up the price anymore. Needless to say, the Greater Fool Theory is a much discredited one among academics and most professionals. But it still finds many adherents. Why is this so? Everyone is having too much fun, (that is, making so much money) on the way up that they do not want to leave the market. George Goodman, writing under the pen name of 'Adam Smith' has this wonderful parable to explain how people are caught up in the web of the Greater Fool Theory and do not know when to get out.

 

We are all at a wonderful ball where champagne sparkles in every glass and soft laughter falls upon the summer air. We know, by the rules, that at some moment, terrorists will burst in through the terrace doors, killing many and scattering the survivors. Those who leave early will be saved, but the ball is so splendid that no one wants to leave while there is still time. Everyone wants to enjoy one more dance and sip one more glass of champagne. So everyone kept asking: "What time is it? What time is it?" We look around and find that all the clocks have no hands.

 

  This may be a surrealist's way of describing the stock market but Goodman's parable has a great deal of truth in it. Of course, we know that in every speculative boom of the past, the 'terrorists' did come when most of the guests were still enjoying themselves at the ball. As 'Adam Smith' implies, nobody knows when a speculative boom will end but end it must for that is the rule. At every speculative boom, not many of the small speculators escaped with their gains made on the way up. Most of the smaller speculators known to me eventually lost all their gains and much more than what has been gained.

Some even lost a large part of their original capital. Thus on the next occassion when you happen to find yourselves at this type of a ball, try to leave early. The problem is that once one is caught up in the fun and games of the party, one is apt to lose touch with reality. Chances are that believers of the Greater Fool Theory will hang on to the bitter end, only to be slaughtered. It is better to miss a few dances or a few glasses of champagne than lose one's life. 

In concluding this section, an anecdote about Bernarde Baruch, generally acknowledged to be the greatest stock traders of the 1920s is related. He was once asked how it was that he remained  so rich while many of his contemporaries had declared bankrupt. This was his splendid answer: 'I always sold too early.'

 

Calvin comments:

This greater fool theory could be applied to stocks like IFCA, Sumatech, VSolar, XOX & others

I have people telling me I missed IFCA on the way up. Calvin does not go gambling in casino Greater Fool Type of Stocks.  And how they missed a fortune on the way up  due to my warnings.  And how they finally lost all their 'profits and all their capitals' for overstaying. Now I am not here to tell you how to punt or gamble. I am here to warn of a Greater Fool Stock.

All will have to be responsible for your own actions in investment. 

 

LATEST ADDITION TO GREATER FOOL STOCKS ARE HENGYUAN

 

See the Pump & Dump of Hengyuan

 

 

HENGYUAN REFINING COMPANY BERHAD (4324)

Company Website 
Annual Report 
General Meetings


HENGYUAN REFINING COMPANY BERHAD (4324) Chart
Chart Period:
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Greatest Fool who chased Hengyuan from Rm17 to Rm19 will be stuck up there for a very long time.

The Opportunistic Fools who bought the Falling Knives of Henguan from Rm15 down to Rm10 are also stuck in limbo!!

 

Now the Greater Fool Stock is Jaks

See

JAKS RESOURCES BERHAD [S] (4723)

Company Website 
Annual Report 
General Meetings


JAKS RESOURCES BERHAD (4723) Chart
Chart Period:
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Greatest Fools who chased Jaks near Rm1.80 will be hung up there for a very long time

 

Now in progress are Many Opportunistic Fools who bought the falling knives of Jaks from Rm1.50 to Rm1.00 will also be caught & stuck in limbo later when price of Jaks return back to its true level

 

So take care

 

Calvin Tan Research

 

 

Labels: GREATEC
  Be the first to like this.
 
calvintaneng Kelvin

Buy stock with hope to go up?

How stocks go up?

By its own fundamental due to solid growth like a durian tree? Ok

Ok by pump and dump of the maddening crowd is another matter

One is real and sustainable

Another is temporary and fleeting. Those got caught like hengyuan at Rm19 or Jaks at Rm1.80?

Then go cry father, cry mother no use loh!!
20/06/2019 9:36 AM
kelvin sohem, buy stock hope the price go up and sell.

those no sell hengyuan at high, is their own skill problem

that simple

not like ur call on destini and t7, all holland --. FACT
20/06/2019 9:38 AM
MrFox kelvin, agree !
itu olang retard!!!
20/06/2019 9:38 AM
kelvin why calvin is a sore loser ?

in 2014, when ifca up from 7 cent to 1.8, many people are laughing to the bank,

but there is 1 sifu called calvintaneng every day bash ifca said is a trap bla bla bla ... in fact people all sell the shares into real cash, but this sohem calvin go and buy stocks like bina puri, bjcorp all loss him like mad ... --> FACT
20/06/2019 9:41 AM
kelvin calvintaneng, stop pretend you are investing master.

you are just a shit i3 lousy member only.

destini buy called 0.33, now 0.255
bjcorp buy call 0.6, now 0.26
t7 buy call 0.55, now 0.44
bina puri buy call 0.5, now 0.18

see all you buy call, all holland, and you dare to talk bout greatec ????

ipo 0.6, now 0.9, what you want ???
are you retard ?

FACT
20/06/2019 9:43 AM
calvintaneng Hahaha

In Ifca forum there were over 50 people who clicked likes

Of these over 50 people how many bought cheap and managed to sell high and escaped?

No leh?

Once inside all caught up by greed like taking drug and cannot let go

They were all looking at Rm2.20 because Cimb Ib said if a will go to Rm2.20

So they held on to the very end and finally got slaughtered one by one and died there

Of the 50 over people who clicked likes in Ifca only less than 1% survived and still active in i3 forum today

Champions of Ifca over Rm1.50 like nancytang and crischan have disappeared long ago

So many more who made at first lost all profits later for overstaying in a greater fool stock

Some even lost a huge part of capital later and cannot recover until now
20/06/2019 10:27 AM
calvintaneng In a greater fool stocks as well as in cyclicals there will be 3 patterns

1. Made a little

2. Made a lot

3. Finally too greedy and overstaying. Made a loss

Be like Bernard Baruch who sold and and escaped the great depression

When he was asked how he managed to escape the Great Depression and prospered

He replied, "I sold too early"

Yes, in greater fool type of stocks better sell too early than too late

The ones greedy for the last dollar or last 10% to 20% upside usually get caught by sudden downdraft
20/06/2019 10:40 AM
calvintaneng And these fools after buying at the top and having lost 10% will hold on tightly till the very end when prices retraced by as much as 90% from peak prices for being unable to cutloss or let go

So greed kills many
20/06/2019 10:42 AM
kelvin those fools that follow calvintard to buy destini, bpuri, t7, bjcorp all holland like mad now.
20/06/2019 11:32 AM
calvintaneng Look at the endings lah

When you go see a movie

Don't jump to conclusions how it will end

What started well like transmile and Megan media ended badly

But for many of Calvin 's stocks like

Super Enterprize
Tmakmur
Kulim
Weida
The store
Daiman
Lafarge

Their story ended well later

And they live for ever happily
20/06/2019 11:40 AM
calvintaneng So happy to buy value stocks on the cheap

And avoid all high flying hot air balloon stocks which will crash back to earth again without fail

So stay safe

Calvin = Call win
20/06/2019 11:42 AM
calvintaneng Apolloang Penang lang Bo Loh aing
Sukah puat kiaw

Puat kiaw puat kiaw su leow leow

Wah uh long sim kah Lu kong
20/06/2019 12:13 PM
PotentialGhost Wei sohai dufu got bonus issue , you no need adjust? After reading your article I feel I instant become fool .
20/06/2019 12:40 PM
calvintaneng Oh yes I forgot because of bonus they jacked up dufu to Rm4.00

After ex price crashed to Rm1.60?

Bonus also no use loh!

NOW GO TELL PHILIP KPS PRICE MUST BE READJUSTED DUE TO

SPECIAL DIVIDEND OF 32.6 SEN

NORMAL DIVIDEND OF 4.25 SEN

MANY MORE YEARS OF FUTURE DIVIDENDS
20/06/2019 12:53 PM
Veron_teo sohem Calvin tard talk other share but his call all Holland.
20/06/2019 12:57 PM
calvintaneng Veron also trapped in greatec?

Better sell greatec and switch all into masteel now
20/06/2019 12:58 PM
(US/CHN trade war doesn't matter) Philip Calvintaneng lives in his own bubble world, whatever people say he will just rebut with his own made up answers. It's ok, we pull him down to reality, whenever his ego comes up and he talks bullshit, we just repost his 2019 promoted stocks portfolio into his face and bring him back down to earth.

His portfolio here.

https://klse.i3investor.com/servlets/pfs/123029.jsp

I am too lazy to compile his 2018,2017 etc, but will do every time from now on whenever he open his mouth.

Too much bullshit from a harvest city pastor.
20/06/2019 7:00 PM
Trouble Huat once share promoted by calvin non stop, we should run and dont invest that particular share . once share being badmouth by calvin, we should aim because it sure go up. haha
20/06/2019 7:29 PM
calvintaneng PHILIP PHILIP

NAIM AND LAFARGE ALREADY MADE 100% IN THEIR UPCYCLE WHILE YOUR QL (QUICKLY LOCK UP) STILL STUCK RANGE BOUND

AS FOR KPS YOU FORGOT IT GAVE

32.6 SEN SPECIAL DIVIDEND
4.25 SEN NORMAL DIVIDEND
20/06/2019 7:37 PM
(US/CHN trade war doesn't matter) Philip Short term thinkers and long term investors are two different worlds. What is the 5 year track record of QL Vs naim and lafarge?
20/06/2019 7:48 PM
FamousAmos Pukimak TanEnd tell me where’s ur Perisai
20/06/2019 8:21 PM
FamousAmos And Alam? U recommended these two many years ago ! Puboh kia
20/06/2019 8:22 PM
calvintaneng Yes ah?

These are also Chun chun calls

Super Enterprize. Up 200%
Pohuat up 200%
Silk up 200%
Tmakmur taken private
Kulim taken private
Weida taken private
Daiman taken private
TheStore taken private
Wangzng. King of fortress
Lafarge up 100%
Padini up 100%
Supermax up 100%
Pm Corp 3 times up 100%
Curimin (currymee) up 100%
Naim double In price and the limit up
Azrb at 35 sen. Up by 50%
MyEg. My Emas gold. Up 100%
Ipmuda. Limit up. The leaping lizard
MUI bhd up from low of 12 sen to 24 sen. Up 100%
Daiman or diamond taken private
Drb up 100%
Tawin big win. Up 100%
Drb c30 up 200%
Kkb. Kaboom Kaboom booming.
Pantech. All tech
Prestar or pre star at 45 sen. Up 200% in upcycle
Masteel at 66 sen. Upcycle was rm1. 80
Jaks at 40 sen. Jaks jumped jumped over RM1. 80 up 400%
Rcecap at 80 sen. Best of ah long. Up 100% to Rm1. 60
Dutaland at 39 sen. After divvy now only 29 sen cost

So many others chun chun calls in their cyclical upside

Check them all out in their respective treads

So many up from 100% to 400% and more than half dozen taken private. So far not even one delisted yet or go bankrupt


STOP PRESS

CALVIN RECOMMENDED AJIYA AT RM2.25

AJIYA ( A JUMPING YA!) UP 100% TO RM4.50 & SPLIT
20/06/2019 8:33 PM
abertk25 calvin delisitng soon
21/06/2019 10:14 AM
witchslayer yah gah. Calvin selling koyok gah. so many koyok brand gah.
21/06/2019 12:29 PM
apolloang jealous and sour grape pastor,pray to god what for if had ill feelings.better pray to devil.....hahaha
21/06/2019 12:36 PM
calvintaneng Apollo

Not sourgrape

Kind-hearted concern less people get caught in greater fool stock later go bankrupt

You better read this www.chick.com
21/06/2019 2:46 PM
apolloang me also concern for those who bought your sasbabi,butaland,T7,jcy and many more
21/06/2019 3:39 PM
kelvin those who follow calvintard to buy destini at 0.33, t7 at 0.56, bjcorp at 0.6, dutaland at 0.6, binapuri at 0.4 all taste the feeling of trap set by calvintard
21/06/2019 5:49 PM
kelvin he keep talked other shares a trap forgot that his call all trapped and holland.

such an idiot.
21/06/2019 5:49 PM
kelvin calvintaneng
27358 posts
Posted by calvintaneng > Jun 21, 2019 2:46 PM | Report Abuse

Apollo

Not sourgrape

Kind-hearted concern less people get caught in greater fool stock later go bankrupt

---------------

retard, those who follow ur call buy destini at 0.33 also bankcrupt now.
21/06/2019 5:52 PM
calvintaneng Don't you know the difference between Calvin picks and others

Calvin picks all backed by margin of safety

So can go down but also can go up again in their cycle

As for other hot air balloon without Net Cash or Net Asset support?

Once they go down like sumatech, Transmile, Megan media, patimas, saag or other High flyers they cannot go back up agaim

Hohoho!
21/06/2019 5:54 PM
Haw Liao datuk sifu calvin...

i have to agree with u...

buy below intrinsic value, wait and sell when over priced...

u are a true value investor...

cheers...

but im a speculator hahaha
21/06/2019 11:32 PM
Haw Liao life is too short to wait...
21/06/2019 11:33 PM
calvintaneng I am happy to hear Haw Liao affirmation

"u are a true value investor"

Calvin say, " Many thanks"

I shall be very, very, very happy to stay the course as A Value Investor all my life

Hallelujah

Amen and Amen!!!
22/06/2019 12:12 PM
Veron_teo that's why calvintard never earn from stock market. sohem investment
22/06/2019 12:32 PM
Veron_teo Calvin tard you Give 100 stocks, 2 up 98 down and you think you are stock god. damn sohem. go church more and stop give buy call.
22/06/2019 12:33 PM
calvintaneng VALUE INVESTING IS THE ONLY PROVEN WAY OF SUCCESS LONGER TERM

IT STARTED WITH THE GREAT BENJAMIN GRAHAM

FROM BEN CAME FORTH

WARREN BUFFET (BEN BEST DISCIPLE)
WALTER SCHLOSS
SETH KLARMAN
HOWARD MARKS
DR NEOH SOON KEAN (MALAYSIA BEN GRAHAM)
Dato' Seri Cheah Cheng Hye, VALUE PARTNERS (HONG KONG BEN GRAHAM)

SO MANY MANY OTHERS

MANY ARE BILLIONAIRES TODAY
22/06/2019 12:38 PM
Veron_teo value investing? destini earn so less you Dare tell people is valie investing?
22/06/2019 1:47 PM
Veron_teo bina puri such lousy construction company you said value investing?
22/06/2019 2:13 PM
Veron_teo calvin tard, in the name of Jesus, stop Holland people with your rubbish call.
22/06/2019 5:15 PM
Veron_teo there are many poeple go bankrupt after bought destini t7 , binapuri, dutaland, bjcorp
22/06/2019 5:16 PM
calvintaneng Veron_teo

You must look at Calvin stock picks in total. Not just cheery pick a few non performing ones

If any one had bought these at Calvin buy calls they would have done better

1. Super Enterprize up 200%
2. Pohuat up 200%
3. Jaks up 400%
4. Drb c30 up 200%
5. Silk up 200%
6. Ajiya up 100%
7. Pm Corp up 100% 3 times
8. Drb up 100%
9. Lafarge up 100%
10. Carimin up 100%
11. Rcecap. Best of banking (legal ah long) up 100%
12. Naim up 100%
13. TAWIN up 100%


These ones taken private

Tmakmur
Daiman
Thestore
Weida
Kulim

Many many many up by 30% to 90%

More than 70% up and some breakeven

Check them all out
22/06/2019 7:07 PM
kelvin lol,

i called ifca at 7 cent, those who sold at 1.8 are laughing to the bank

me 1 stock already kill die you
24/06/2019 9:12 AM
Veron_teo Jesus no teach you don't bluff people calvintard?
24/06/2019 9:12 AM
Veron_teo BTW, call only. who don't know. call and no buy. everyone know. lol. sohem
24/06/2019 9:13 AM
kelvin sohem, greatec above 1.0 again. and your calls still sink like mad such as asb
24/06/2019 4:20 PM
apolloang take uzma comparing with greatec…..hahaha
24/06/2019 4:27 PM
calvintaneng How come all so baby?

If great trap so good then just go sailing there lor!
24/06/2019 5:48 PM
calvintaneng Later what the Great trap door is closed then cry father and cry mother also no use.

Go ask those water fish caught in ifca above Rm180 and sudatrap trapped above 70 sen
24/06/2019 5:50 PM

TA ENTERPRIZE ( MESSAGE BY TONY TIAH)

Author: calvintaneng   |  Publish date: Sat, 15 Jun 2019, 3:25 PM


TONY TIAH MESSAGE

 

TRANQUILTY IN THE MIDST OF A STORM

 

PLEASE CLICK TO SEE MESSAGE

https://www.youtube.com/watch?v=Q2XafvbjlkE

Labels: TA
  Be the first to like this.
 

LAFARGE CEMENT up 100% CHUN CHUN TODAY. WILL MASTEEL REACH RM1.00 BY ECRL ALSO? Calvin Tan Research

Author: calvintaneng   |  Publish date: Fri, 14 Jun 2019, 1:19 PM


Hi guys

Just less than 3 months ago Calvin Tan Research recommended Lafarge Cement at Rm2.25 due to the prospect opf ECRL (East Coastal Rail Link)

TODAY LAFARGE TOUCHED RM4.50 FOR A CHUN CHUN 100% UPSIDE IN LESS THAN 3 MONTHS!!

 

SEE

ECRL (EAST COAST RAIL LINK) LAFARGE WILL BE TOP BENEFICIARY FOR CEMENT & AGGREGATE, Calvin Tan Research

Author:   |    Publish date: 

 

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/199876.jsp

 

THIS PROVES THAT CALVIN TAN RESEARCH IS CHUN CHUN ON BUYING VALUE STOCKS WITH GOOD PROSPECTS (NO PUMP AND DUMP PLEASE) EVEN UZMA NOW WITH 3 INVESTBANK DOWNGRADING PLUS KWAP SELLING IS AN OPPORTUNITY FOR CALVIN TO BUY MORE ON WEAKNESS (FOR YOUR INFO CALVIN HAPPILY BOUGHT  MORE UZMA AT A LOW OF 65 SEN TODAY

NOW BACK TO MASTEEL

GREAT SIFU PETER LYNCH SAID THERE ARE 6 CLASSES OF STOCKS 

AMONG THEM ARE TURNAROUND, ASSET PLAY & CYCLICAL

PETER LYNCH IS THE ONLY FUND MANAGER WHO HAS BEATEN WARREN BUFFET'S BERKSHIRE FOR A DECADE

AND PETER LYNCH BOUGHT AND SOLD OVER 2,000 TYPES OF STOCKS IN HIS MAGELLAN FUND OVER A 13 YEAR PERIOD. NOTE: FOR CYCLICALS YOU SHOULD NEVER BUY AND KEEP. YOU CAN ONLY BUY WHEN P/E IS HIGH AND PRICE IS LOW AND THERE IS WIDESPREAD PESSIMISM. . CONVERSELY, YOU MUST SELL CYCLICALS WHEN P/E IS LOW AND PRICES ARE HIGH & THE CROWD TURNS BULLISH

SOME CYCLICALS HE BOUGHT AND SOLD MORE THAN 3 TO 4 TIMES

CALVIN IS VERY HAPPY TO HAVE BOUGHT MASTEEL (MASTER OF LONG STEEL) IN YEAR 2006 WHEN PM BADAWI IMPLEMENTED 9 MP (9TH MALAYSIA PLANS)

CALVIN BOUGHT ALL THE CEMENT COMPANIES & ALL THE STEEL COMPANIES

IN THE END ALL CEMENT COMPANIES BUT NOT ALL STEEL COMPANIES DID WELL

ONLY 3 STEEL COMPANIES DID WELL DURING 9 MP CONSTRUCTION BOOM = MASTEEL, ANNJOO STEEL & SOUTHERN STEEL

SO FEW YEARS BACK CALVIN AGAIN BOUGHT MASTEEL AT 66 SEN AND SOLD IT AFTER IT DOUBLED TO OVER RM1.20

AFTER THAT OTHERS CHASED MASTEEL INTO OVERVALUATION TO RM1.90

NOW THAT MASTEEL HAS FALLEN BACK DUE TO PH GOVT CANCELLATIONS OF HIGH INFRAR JOBS MASTEEL HAS FALLEN BACK TO ITS CYCLICAL LOW AT 50.5 SDEN IN REAL TIME CLOSING PRICE RIGHT NOW

NOW WHY IS CALVIN BULLISH AGAIN ON MASTEEL?

ANSWER:

ECRL INFRAR JOBS HAVE RESTARTED. LAFARGE CEMENT NOW UP BY 100%

AND ECRL ALSO NEED LOTS AND LOTS OF LONG STEEL

LAFARGE CEMENT UP 100% FROM RM2.25 TO RM4.50 TODAY. TIME TO BUY MASTEEL (5098) AS IT IS A LAGGARD

 

Hi guys,

BOTH LAFARGE (CEMENT) & MASTEEL (LONG STEEL) WILL BENEFIT FROM ECRL (EAST COASTAL RAIL LINK) CONSTRUCTION

 

LAFARGE IS ALREADY UP BY 100% WHILE MASTEEL REMAINS A LAGGARD

 

THESE ARE SOME SALIENT FACTORS FOR MASTEEL

 

  1. AT 51.5 SEN WITH NTA OVER RM1.50 MASTEEL IS SELLING AT ONLY 1/3 OF ITS NTA. HIGH MARGIN OF SAFETY

2. WITH THE FLOODING OF VALE IRON ORE MINE RAW IRON ORE PRICES ALREADY UP BY MORE THAN 70%

MASTEEL WISELY TURNED TO SCRAP METAL USE WHICH IS CHEAPER. SO AMONG ALL 4 LONG STEEL PLAYERS MASTEEL WILL HAVE THE LOWEST FEED COST FOR STEEL

3. LIKE LAFARGE FACTORY IN RAWANG MASTEEL FACTORY IN KLANG IS ALSO VERY NEAR THE ECRL. THIS WILL SAVE TIME AND TRANSPORT COST. ANOTHER PLUS FACTOR

4. SO EASY TO BUY LONG STEEL STOCKS AS MASTEEL IS ONE OF TOP 3 LONG STEEL PLAYERS. THE OTHER 2 ARE ANNJOO & SSTEEL AND MASTEEL BEING PURE LONG STEEL WILL HAVE THE MOST EXPOSURE (FOR CONTRUCTION COMPANIES BIDDING FOR ECRL JOBS THERE ARE THOUSANDS. WHICH ONES WILL BE CHOSEN. WHY SO DIFFICULT LEH? JUST BUY MASTEEL AS ALL CONSTRUCTION PLAYERS WILL STILL NEED TO BUY LONG STEEL TOGETHER WITH  BUYING CEMENT

 

5. LONG STEEL IS USED FOR BRIDGES, RE INFORCEMENT & RETAINING WALLS NEAR EMBANKMENT TO PREVENT SOIL EROSION & GIVE STABILITY TO TERRIAN

JUST AS CEMENT FOR THE BODY THE BACKBONE SUPPORTS A PERSON. MASTEEL GIVES SUPPORT FOR INFRAR WORKS

 

6. OTHER WORKS NEEDING LONG STEEL ARE PAN BONEO HIGHWAY & BANDAR MALAYSIA AS WELL AS THE UPCOMING HIGH SPEED RAIL NEXT YEAR LAUNCH

 

7. BEST OF ALL IS THE PRICE

AT 51.5 SEN NOW MASTEEL IS AT ITS CYCLICAL LOW

 

CALVIN HAS A MODEST TARGET PRICE OF RM1.00 FOR MASTEEL

 

BEST REGARDS

 

Calvin Tan Research

Singapore

 

Please buy /sell or keep cash after doing your own due diligence

 

HOW IT WORKS

 

HighlightsBrokerage rate as low as 0.05% or min RM 8. Check out M+ Online. "Take Profit with Just One Tick!"
0
 

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Fri, 14 Jun 2019, 1:19 PM   |  >> Go to Blog Dashboard

  

WHY CYCLICAL MASTEEL (5098) - Master of Long Steel Will Go into A Cyclical Rebound, Calvin Tan Research

Author:   |    Publish date: 



Hi guys,

I have bought & sold Masteel in Its Cyclical UPs & Cyclical DOWNs for more than a decade already.

Let Calvin share his experience on a Cyclical like Masteel

When Pm Badawi came into power he cancelled many grandoise projects of Tun Dr Mahathir & that led to an economic contraction. He said Malaysia had no money then. That led to the protest of Tun Dr. M saying that Malaysia still has money from Petronas

Then Pm Badawi implemented a Huge Infrar project for the 9MP (Malaysia plan) for 2006 - 2010

Seeing the Huge Amount of CASH Pouring into Infrar Jobs I sensed that there will be a Huge Demand for Cement & Steel

SO AT THAT TIME I WAS STILL A NEWBIE I BUY BOUGHT UP ALL THE CEMENT COMPANIES

I bought YTL CEMENT at Around RM2.20

Bought CIMA (Cement Industry of Malaya) at Rm2.40

Bought TASEK CEMENT At Rm2.90

Bought LAFARGE CEMENT  at 66 sen (Whoa this one people were throwing and throwing by the Millions, tens of millions being sold when I was fearfully buying at 66 sen) Lafarge later merged from 10 lots into 3 with 20 sen Cash payout (After that LAFARGE ROSE TO OVER RM10.00; if only those dumb sellers know ahead of time)

Later TASEK Rose to Over Rm16.00 while Ytl Cement was taken private by YTL after price has doubled & CIMA also taken private by UEM

 

NOW COMING BACK TO STEEL. Steel was really trickier as there are so many many - Mycron, Melewar, AISB, Choo Bee, Lionind, CscSteel, Ann Joo (Annjoo got 2 but later merged into one), Kingsteel, Southern Steel, Prestar,  Masteel & several others

Ha! Only later, much later, I found out that while All Cement Companies did very well generally the same cannot be said about steel

Only 4 Steel Stocks Shone in the end. All Long Steel Stocks for Infrar jobs while Prestar has Wheel Barrow & GUardrail for Highways

The rest of my investments in flat steel went nowhere and it was a waste of time and money

BUT I GOT AN IMPORTANT LESSON

So later when Next Infrar Boom Cycle Retarts I only go for Long Steel & Prestar

So Far It was Chun Chun

 

I bought Prestar again at 45 sen & Prestar gone up 200% in recent cycle

See

 

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Fri, 8 Mar 2019, 09:25 PM   |  >> Go to Blog Dashboard

  

PRESTAR: PRE-STAR Or Before It Turns into A STAR PERFORMING STOCK By Calvin Tan (Perth, Australia)

 

Author:   |    Publish date: 

 

Hi Guys!

I am now in Perth, Australia.

I first came to Perth about 20 years ago.

Then Perth was quite backward & rural.

Not anymore now.

I got caught in North Perth's Massive Traffic Jams.

And I SEE an Idea I want to share here.

SEE the widening of Perth's Highway - leading to huge demand for more Highway Guard Rails.

 

Every time a rural road expands from 2 lanes to 4 lanes there is a NEED for 4 NEW SETS of Highway Guard Rails.

I can SEE So FAR From PERTH That With The Ever Increasing Number of Cars, SUVs, JEEPS, Buses, Lorries in Malaysia there will be the continual expansion of Roads into New Highways - Translating Into More Needs of Highway Guard Rails-

 

So HEY PRESTO! Or Rather HEY PRESTAR!

 

YES! PRESTAR CAME TO MIND.

 

Regards,

 

Calvin,

Perth, Australia

 

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Fri, 8 Mar 2019, 09:25 PM   |  >> Go to Blog Dashboard

  

PRESTAR - THE UNDERVALUE LAGGARD CONSTRUCTION MATERIAL STOCK THAT WILL PERFORM

 

Author:   |    Publish date: 

 

PRESTAR – THE UNDERVALUE LAGGARD CONSTRUCTION MATERIAL STOCK

 

With the Contraction in China, the Overvaluation of Export Stocks & The Overstretched Consumers  of Malaysia Impacted by 6% GST & High Imported inflation due to weak ringgit there are really few stocks left for the picking in Bursa.

There remains a Class of Underperforming Stocks that might go against the trend – “THE CONSTRUCTION  MATERIAL STOCKS LIKE KPSCB, KIMLUN, CEPCO & PRESTAR”. As KPSCB, KIMLUN & CEPCO Have Already Run Up 20% to 30% In Prices Our Focus Now Turn To  PRESTAR.

 

PRESTAR Or PRE-STAR

“PRE” As in “PREVIOUS” Or “Before”

Or In Other Words “Before IT TURNS INTO A STAR”

SO NOW IS THE TIME TO BUY PRESTAR “BEFORE IT TURNS INTO A STAR PERFORMING STOCK”

 

PRESTAR – THE RISING STAR AMONG CONSTRUCTION MATERIAL STOCKS!

ITS SALIENT FACTORS:

1)  At 50 cents with NTA at Rm1.23 PRESTAR IS SELLING AT A HUGE 60% DISCOUNT TO NTA. It Has A Big Margin of Safety.

2) Foreward P/E is a low 3.66. Beating many Export Furniture and E & E Stocks hands down.

3) Its Debt is Well Cushioned By Its High Tangible Assets Still Not Revalued Yet. Its Properties were purchased long ago in strategic locations. If Company wanted to It Can Revalue All Its Properties Like HapSeng, Seacera & Eg and book them as immense profits.

4) Unlike All Other Steel Companies Impacted by China Steel Dumping PRESTAR Like KPSCB, KIMLUN & CEPCO Are Into Niche Manufacturing of Specialty Construction Materials like High Way Guard Rails and Wheel Barrows. So It has avoided the carnage caused by Cheap China Steel.

5) 10 Highways Including Pasir Gudang Highway, West Coastal Highway, Bandar Penawar – Sungai Ringgit Highway, Pengerang Highway & the 1,600 km Pan Borneo Highway will spur Great Demand for Prestar’s Highway Guardrails.

6) Prestar also stand to reap higher profit due to the collapse of nickel and iron ore prices by 60% to 70% as its Guard Rails use a lot of nickel. This will boost Prestar’s profits further.

7) Prestar also has a factory in Vietnam like Pohuat. With TPP now signed Prestar will do very well as both Vietnam & Malaysia are expected to be top beneficiaries.

8) PRESTAR Also Invest In The Shares of POSCO, In Which the World’s Greatest Investor, Warren Buffet of Berkshire Hathaway,  has a Share also.  Partnership in prosperity!

9) SEEING ITS BRIGHT FUTURE INSIDERS AND DIRECTORS HAVE BOUGHT MILLIONS OF PRESTAR SHARES ON THE QUIET. A Check with these Directors and Insiders Show That They Have Bought PRESTAR Shares As High As Rm1.00 And Now Still Buying Even More at Depressed Prices.

10) A 2 Cents Dividend has been proposed. That means that Prestar is giving a 4% yield. Will there be another double digit dividend like those years when INSIDERS Bought As High As Rm1.00?  It remains to be seen.

PRESTAR IS A STOCK WITH LIMITED DOWNSIDE WHILE ITS UPSIDE IS BRIGHT WITH THE UNFOLDING OF 10MP & 11 MASTER PLAN PROJECTS STILL BEING AWARDED.

 

Calvin has a target price of Rm1.00 (The Price Reached When PM Badawi implemented 9MP).

From 50 cents we expect a modest 100% Upside.

 

CHEERS!

Regards,

Calvin

{This article posted while holidaying in Australia.)

Note: On May 9th, 2007 PRESTAR Declared a 22% Special Dividend which equals to 11 cents. Prestar price crossed Rm1.00 then. Instead of selling Directors & Insiders were buying . As of now PRESTAR is selling at half price & Directors/Insiders are still buying. So will there be ANOTHER SPECIAL DIVIDEND?

 

WAHAHA! 
LATEST UPDATE ON 7TH SEPTEMBER 2016.

PRESTAR TOUCHED 73.5 CTS TODAY! UP 63%

HIP HIP HURRAY!!

NOW FOR MASTEEL'S TURN!

 

AND AFTER POSTING ABOUT PRESTAR I BOUGHT MASTEEL AT 66 SEN & POSTED 

 

See Long Steel is for Structure Strengthening

 

HOW IT WORKS

1) LONG STEEL REBARS ARE NETTED INTO RECTANGULAR SHAPES BY ROUNDING & ROPING THE WHOLE LENGTH IN PLACE

 

2) NEXT PLYWOOD IS USED TO FORM BOXES ENCASING THEM

 

3) FINALLY CONCRETE AGGREGATE & CEMENT POURED INTO THEM AND HARDENED

 

THEY BECOME PILLARS FOR HIGH RISE BUILDINGS, MRT & LRT  & RAILROAD HIGHWAYS LIKE ECRL (EAST COASTAL RAIL LINK, PAN BORNEO HIGHWAY & BANDAR MALAYSIA) PILLARS, SUPPORT FOR ROAD & RAIL BRIDGES, WALL ENBANKMENTS TO PREVENT EROSION OR LAND SLIDES

AND MASTEEL SUPPLIES MORE PURE REBAR AS A PURE LONG STEEL PLAYER

 

Labels: LAFMSIA, MASTEEL
  Be the first to like this.
 
GTMS again kanasai analysis
14/06/2019 1:28 PM
calvintaneng Showing 1 comment.

GTMS AGAIN YOUR LAFARGE CEMENT CHUN CHUN HIT 100% JACKPOT IN LESS THAN 3 MONTHS
14/06/2019 1:28 PM

THUMBS UP TO ALL WHO BOUGHT LAFARGE AT RM2.25

NOW ALL LAUGHING ALL THE WAY TO THE BANKS

SEE

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/199876.jsp
14/06/2019 1:34 PM
Beary Lying and sweet talking is how used car salesman conman calvintanenen earn his living.

He and his johor gang are just a pump and dump BUSTERDS.

He recommends hundreds of stocks and pretends he held on to them forever.

When price goes up months/years later he will come back to claim credit whereas he had already sold long time ago when price up by 5%.

Latest example being lafarge.

When price down he will just say buy more and keep forever whereas he himself already cut loss long time ago.

Latest example being uzma

LYING MADERFAKKER BUSTERD SON OF A BITCH.
14/06/2019 4:32 PM
apolloang masteel must ask dato OTB not datuk calvin…...hehe
14/06/2019 4:35 PM
calvintaneng Masteel OTB will come after it reaches Rm1.00
14/06/2019 5:17 PM
calvintaneng Sleepy bear thought Calvin promoted hundreds of stocks

The truth is this whole year I think only 30 to 40 stocks the very most

Out of these 30 over stocks

Naim already hit 100% profit Chun Chun as well as Carimin

Now this lafarge also hit 100% profit Chun Chun when it touched Rm4.50 from Rm2.25 buy call in March 2019

Tell you the Big secret

For a stock to go up there must be strong catalyst

1. Naim gone up because of Oil And Gas Boom

2. Lafarge Cement went up due to Ecrl restoration

So these are the 2 powerful catalyst for Year 2019

1. Petronas giving Rm30 Upstream jobs is a powerful catalyst

2. Ecrl jobs and demand for construction materials like cement and long steel bars will be another Chun Chun catalyst

Now Eagle Vision looks ahead to Year 2020

Year 2020 will be Visit Malaysia Year 2020

So the catalyst will be incoming tourism boom

Calvin already selected Asb (advance synergy Bhd) to go into a boom time as it is mainly a tourism related company

Asb operates 15 hotel holiday Villa and resorts and own 10 of them

Plus Asb also sold and got a booking for it's prime freehold shah Alam land for Rm124 millions of which Rm80 millons or 8.3 sen will be it's net profit

All these are real businesses making real monies

All go up on their own strong steady solid fundamental one by one

That's it

Chun Chun on Value
With Chun Chun Catalyst to unlock Value

Hip hip hooray
14/06/2019 7:16 PM
nckcm Steel price is like shit now no way to rm1.
14/06/2019 7:23 PM
calvintaneng Precisely steel prices are bad and people avoid it therefore it is cheap to buy now

Always the same after more than 10 long years experience with long steel stocks

By the time Ecrl and Bandar Malaysia in feverish construction then the sale of long steel will increase and Masteel will report good earnings

By then

Orders for long steel will be at its peak

Profits also at its peak

P/E will be low

And many analysts will go GaGa over long steel stocks and prices would have surged

At this time of euphoria many will finally turn bullish

But tooooo late!

Because that will be the time to sell and not to buy

So 90% of the people avoid buying cyclical masteel while cheap and this 90% of the people will only chase masteel AFTER it gone up alot and turn into Ms Universe stock again

So 90% of the people will surely, eventually lose money

Their greatest enemy is themselves

They feared when they should be greedy because price is cheap and unwanted

And they get greedy when they should be fearful because prices are chased up very high later
14/06/2019 7:31 PM
calvintaneng Posted by Eric Au > Jun 14, 2019 8:55 PM | Report Abuse

Masteel coming?


Eric Au,

Coming is a sure thing as Ecrl will need a lot of long steel bars. One ton of cement is rm350

One ton of long steel rebar ranges from Rm2,300 to Rm3,000

So masteel stands to reap high profit when all the engines of construction for infrar firing up again

Of course there might be a time lag or delay as thousands of contractors are shortlisted for selection in the Ecrl project

Maybe my buy call still early

Never mind. I called for a buy on Carimin way too early in Jan 2018 and price of carimin even weakened further. But more than one year later price shot up double

So my buy call on masteel may be too early

Never mind. I am prepared to hold as Ecrl is a sure thing. Bandar Malaysia is also a sure thing and Pan Borneo highway is now a reality..it is still a work in progress.

So the verdict is

Coming bull run time again for masteel

When?

That I cannot tell for sure

For now what we should do is buy while still cheap
14/06/2019 11:43 PM
Coffinmoneytrader Let tell you something

For 2019 until today steel price especially long product is not looking good due to high supply.

The first half of 2018 still looking supported with anti dumping tariff.

But, Second half price slump badly due to new steel producer start commissioning their new plant then start selling to the market.

Let me introduce you: ALLIANCE STEEL at MCKIP

Their new plant with 3.0++million annual tonnage(right now they are the biggest blast furnace steel operator at this country taking over annjoo) is the real threat.

(Yeah, some said it mainly for export but they also sell to the domestic market, at one time as low as rm19xx++).

Also to make thing worst, hiap teck eastern steel also resume operation.

After GE14, even with a resume of some mega project, the price still too soft,

Property market also got too many overhangs product, the developer not too eager to lunch any new mega township or development at the moment

That's the reason for the feb & may earning, all major player (annjoo,ssteel,lionind,masteel) reporting a significant loss
15/06/2019 10:11 PM
calvintaneng Tell me something?

Ok both already old news

For Hiaptek there are into a different class of steel pipes

No threat at all to long steel players

For Alliance Steel I have a doubt about another China company hiding behind walls & stealing water See https://www.thestar.com.my/news/nation/2018/05/22/steel-company-being-investigated-for-allegedly-stealing-nearly-rm500k-of-water/

All the China red chip companies listed in KLSE like Xinquan, XDL, CSl, Maxwell & all the others no exception are all failures

NOW LET ME TELL YOU WHAT I KNOW ABOUT MASTEEL FOR MORE THAN A DECADE

1) MASTEEL RAISED ITS FUNDS BY PRIVATE PLACEMENTS EASILY (SO NO HIGH BORROWINGS)

2) MASTEEL HAS HIGH MARGIN OF SAFETY WITH NTA OVER RM1.50. PRICE IS ONLY 1/3 OF NET ASSET VALUE

3) MASTEEL HAS A COMPETITIVE EDGE AS IT USES CHEAP SCRAP METAL WHICH CHINA ALSO NOT BUYING (JUST LIKE MUDA BENEFITED FROM CHEAP RECYCLE PAPER) NOW IRON ORE PRICE ALMOST DOUBLED WILL HIT OTHERS HARD

4) MASTEEL BUSINESS WAS DOWN JUST LIKE LAFARGE CEMENT DUE TO CANCELLATION OF MANY HIGH VALUE INFRAR PROJECTS AFTER PH GOVT WON GE14

CAPACITY WAS REDUCED TO 50% BECAUSE OF LACK OF DEMAND (NOT DUE TO CHINA STEEL DUMPING)

NOW THAT ECRL & BANDAR MALAYSIA JOBS WILL BE REVIVED BOTH CEMENT AND LONG STEEL FOR HEAVY INFRAR JOBS WILL RISE IN DEMAND

5) CEMENT PRICES HAVE ALREADY GONE UP BY 12.5% TO 20% AFTER YTL TOOK OVER LAFARGE. NEXT LONG STEEL PRICE MIGHT RISE DUE TO HIGH IRON ORE PRICES

ALL THE FAVOURABLE FACTORS FOR CEMENT AND LONG STEEL ARE NOW BEGINNING TO TURN POSITIVE (LAFARGE, HUME IND & TASEK PRICES RUN FIRST) NEXT TO RUN UP WILL BE LONG STEEL LIKE MASTEEL, ANNJOO, LIONIND & SOUTHERN STEEL

I LIKE MASTEEL BECAUSE IT IS THE ONLY 100% PURE LONG STEEL PLAYER WITH 4 STRONG FACTORS

1) ITS PRICE TO ASSET = HUGE MARGIN OF SAFETY

2) ITS LOCATION = AT THE START OF ECRL IN KLANG

3) ITS COMPETITIVE EDGE = USING SCRAP IRON AS RAW MATERIAL

4) ITS BALANCE SHEET: IT AVOIDED HIGH BANK BORROWINGS BUT RAISE CAPITAL BY PRIVATE PLACEMENT

AND THE BEST OF ALL IS ITS PRICE

AT 50 SEN MASTEEL HAS REACHED NEAR ROCK BOTTOM FROM ITS RECENT PEAK AT RM1.90
16/06/2019 12:20 AM
calvintaneng One more factor for Masteel

Grand Champion Sifu Dr Neoh Soon Kean used his own money (Not Dynaquest) to buy
1 MILLION MASTEEL SHARES

See from latest Annual Report of Masteel

TOP 30 Shareholders of Masteel

26 NEOH CHOO EE & COMPANY, SDN BERHAD 1,000,000 0.23

NEOH CHOO EE IS THE PERSONAL COMPANY OF DR NEOH IN PENANG

OVER THE FEW DECADES DR NEOH HAS MADE SO MANY ORDINARY INVESTORS TO BE MILLIONAIRES

FOR SOME THEY ARE NOW MULTIMILLIONAIRES
16/06/2019 12:32 AM
Coffinmoneytrader 1) Eastern steel produces billet for a long product(they also sell it to other steel rolling company). There is info that they currently setting up rolling plant

2) Masteel competitive edge is not valid(if this is true, why they still in loss for the last 2 quarters), the reason they use 100% scrap because of they only have EAF, but so does lionind and southern steel.

3) Annjoo, eastern and alliance have blast furnace does not mean they don't buy steel scrap. Nowadays they will mix between scrap and hot molten iron(go google about eaf hybrid process) to get better result in term raw material price, reduce melting time process and power consumption.

4) Location? , well so does lionind, they also have plant at klang

5) 100% pure long steel player is a disadvantage, other steel players also can produce same product at the higher capacity if they want.
16/06/2019 8:15 AM
calvintaneng I didn't see Eastern steel mention long steel rebar in its company website. They only listed steel pipes and tubes.

Last few quarter losses happened because of high infrar jobs cancellation by PH Govt after GE14 on May 9th 2018

So the quarters for Sept to Dec 2018 and from Jan to March 2019 were bad due to the above reason. That was the disadvantage for masteel as it is 100% long steel

I recommended Annjoo steel then around Rm1. 30 as it exports steel products to Singapore and not totally in long rebar steel.

While masteel did poorly compared to Annjoo then the tide of fortune reversal will come back in full force for pure long steel player like masteel now.

If you only sell Christmas related products your business can only get better as Christmas gets nearer. And ski resorts should do well if freezing winter comes back

For high infrar jobs that require the toughest steel products by masteel should benefit the mostest

Yes lionind has steel factory in klang. But note these 2. Lionind is not 100% into long steel. Lionind, like Dayang having perdana impediment, also got the debt burden from megasteel

Masteel is free from any encumbrances and is versatile

100% pure steel is a disadvantage only if Malaysia stops all infrar heavy duty developments.

BUT Malaysia, geographically located in the heart of the Asia Pacific century, with India and China as growing neighbours, will see lots and lots of developments in the foreseeable future

So masteel still got a very bright future

This is what Eagle Vision see

1. High-speed Rail from Kl to Spore
2. High-speed Rail from Kl to Bangkok
3. SEA BRIDGE FROM MELAKA TO DUMAI IN SUMATRA, INDONESIA

4. HIGH SPEED RAIL FROM KELANTAN TO JB CBD

5. HIGH-SPEED RAIL FROM KUCHING TO MIRI

6.HIGH SPEED RAIL FROM KK TO TAWAU

7. HIGH SPEED RAIL FROM PENANG TO KOTA BAHRU

8. HIGH SPEED RAIL FROM KL TO KUANTAN

9. POSSIBLE LONGEST LAND BRIDGE ON EARTH FROM KUANTAN TO KUCHING IN EAST MALAYSIA

10. 2 OR 3 MORE CONNECTING BRIDGES FROM ISKANDAR TO SPORE

11. MRT IN KOTA BAHRU, KUANTAN, ISKANDAR, MELAKA, PENANG, IPOH, SEREMBAN, PAHANG, MIRI, KUCHING, KK, SANDAKAN, TAWAU AND OTHERS

AND MANY MORE TALL TALL BUILDINGS LIKE NEW YORK BEING DONE IN CITIES LIKE KL, SELANGOR, PENANG, JB CBD, KUCHING, KK AND OTHERS

12. I SEE IMMENSE DEMAND FOR LONG STEEL PRODUCTS

OF COURSE WE MAY NO LONGER AROUND TO SEE ALL

BUT AT LEAST WE WILL SEE ALOT MORE IN COMING DECADES OF 2020, 2030, 2040 AND 2050
16/06/2019 11:41 AM
calvintaneng 30 years ago China was a backward country

In 2007 China already got High speed Rail while the world went into the Subprime Recession

12 years later China got 12,000 miles of High Speed Rail criss crossing the nation of China

They will double it again by year 2030 to more than 30,000 km of high speed rail

That is more than 100 High Speed Rail from Kl to Spore

Last time China was so poor that my parents had to buy canned food and sent them to their relatives in China

Today China has overtaken all except Japan for Hsr technology

If Malaysia gets it right with the right government you will see lots of development like in Spore

My Jurong MP(Member of Parliament) already told us that by year 2026 they will build Mrt right at the doorstep of my Condo in Spore

In fact Singapore aims to build an Mrt station in every part of Spore where walking takes only 10 to 15 minutes

That will be how connected and Singapore will be in the near future

NO need even to own or drive a car unless we want to drive in Jb or Malaysia

As today is the Lord's Day do visit www.chick.com
16/06/2019 12:13 PM


 

308  349  511  732 

ActiveGainersLosers
Top 10 Active Counters
 NameLastChange 
 ARMADA 0.21+0.005 
 SAPNRG 0.31+0.005 
 HSI-H6Q 0.265-0.01 
 SCOMI 0.08+0.02 
 EKOVEST 0.845-0.01 
 PHB 0.01-0.005 
 GAMUDA 3.57-0.26 
 NICE 0.05+0.02 
 HSI-C5J 0.30-0.01 
 NICE-WB 0.02+0.01 
Partners & Brokers