Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Tue, 16 Oct 2018, 07:56 PM

 

After Najib's Saudi Trip: 3 Top Stocks in Focus are MRCB, MPHBCAPITAL & UEMS (Calvin Tan Research)

Author:   |    Publish date:


Dear Fellow Investors of i3 Forum,

Pm Najib has just returned from a 5 day trip to Saudi Arabia.  USD7 Billions or Rm28 Billions will flow into Malaysia and Petronas RAPID in particular!

With fresh injection of Capital I think these 3 Stocks will be in focus next week. Next week will also be the Spore - Malaysian Leaders' Retreat to Discuss the RTS from Wood Lands to Bkt Chagar in JB CBD & the High Speed Rail from KL to Jurong east Singapore.

And on 1st February 2018 Spore will also follow Malaysia in reducing Toll Rates for cars from S$6.50 to only S$1.00 round trip. on the Johore Causeway.

 

These Are The Reasons for being bullish on MRCB, MPHBCAPITAL & UEMS

 

1) MRCB - EDL Toll Compensation to be out soon. The Scrapping of EDL Toll might bring a windfall of Rm2.75 Billions for UEMS (cancellation of sukuk debt & Cash compensation for years of loss revenue for EDL Toll)

This will pare down MRCB's borrowings & reduce gearing. And with sale of Bkt Jalil lands to EPF for Rm1.14 Billions, Cash from R! Rm2.9 Billions, Rm165 millions for PDP of Kwasa Damansara, Rm100 millions from Setapak land sales to THB  plus upcoming sale of Menara Celcom (RM640 millions), sale of Ascott Hotel (Rm180 millions)

MRCB will turn into a NET CASH COMPANY

MRCB has also teamed up with Gamuda to bid for the PDP Job of High Speed RailImage result for high speed train picture

 

 

Then the Mother of All Job Awards will come - "BANDAR MALAYSIA's Rm160 Billions' PDP Job Award!! In natural progress All the mapping groundworks for HSR are up. Then PDP for HSR. After that PDP for "BANDAR MALAYSIA!"

All these are powerful boosters for MRCB in coming days, weeks & months until Election GE14 Polling Day. Expected to be at less 4 or 5  months away by late May or June 2018. SO 5 MORE MONTHS OF POWERFUL UPSIDE FOR MRCB!!!

(pls don't ask Calvin why Polling Day should delay until June 2018, ok?)

 

2) MPHBCAPITAL (Proxy to Rm170 BILLIONS PENGERANG RAPID. Champion of O&G!!)

With Extra CASH INFUSION OF RM28 BILLIONS INTO PENGERANG'S RAPID. AND PETRONAS' NEW EMPHASIS INTO DOWNSTREAM NON OIL (Plastic resin , Industrial chemicals, Pharmaseutical, Fertilizers and a million types of end products) the prime lands (grossly undervalue: 82 Sen Psf) of MPHBCAP will be hot assets. And the focus will turn Mphbcap into a hot stock!

Image result for pengerang rapid picture

 

So MPHBCAP is really THE BEST KEPT SECRET OF THE O&G Bull Run Stocks yet under researched & undiscovered by Analysts. So very safe to buy while Mr Market still unaware.

 

Another booster is the scrapping of EDL Toll & Spore Toll Reduction. This will boost Land Value in Johor & Booming Iskandar.

Savings of Rm600 to Rm900 means more purchasing power for the happy people of Johor - commuting to work in Singapore and back daily.

 

3) UEMS (Signing of HSR & others)

3 Boosters for UEMS

i) High Speed Rail Stops in its very Heart of Gerbang Nusajaya before proceeding to Jurong East, Singapore. In Japan - lands near Shinkasen Railway Station automatically go up 46% when HSR Train Station is up in Japan. 

ii) RTS - MRT from Woodlands to Bkt Chagar to be signed soon. 

 

iii) Scrapping of EDL Toll. This will immediately save Rm600 to Rm900 for Johoreans commuting to Singapore for work  and back daily. This Huge Saving will add to the purchasing power of happy Johoreans. Thus boosting both sale & rental prices of Johor Real Estates like UEMS.

 

Related image

 

So there you go!

 

MRCB as Top GE14 Stock

MPHBCAP as Top O&G Stock

UEMS as TOP Iskandar's Property Stock.

 

Best regards & Kong Hei Fatt Choy!!

 

Calvin Tan

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  mingtan65 likes this.
 
paulthesotong Royal of all deals..PM just to list Aramco in KLSE. TQ
13/01/2018 16:00
calvintaneng Yes, a dual small listing of Aramco will put Klse on World map loh!

ARAMCO IPO IS A MIND BLOWING USD2 TRILLIONS OR RM8 TRILLIONS!

So 10% already rm800 Billions making it the very Top in Malaysia! ALL THE TRADING HOUSES SHOULD MAKE OBSCENE COMMISSIONS.
13/01/2018 16:12
paulthesotong Consider triple listings New York London n Hong Kong..just kick out HK..list in KL.mega coup 4 our PM.
13/01/2018 16:22
helloworld123 There's no harm trying to build sand castle in the air.
13/01/2018 16:35
calvintaneng Ha!
Your last 3 words "in the air" sets me thinking

EAGLE SOARS UP "IN THE AIR"

SO EAGLE SEES "FAR AHEAD, MILES AHEAD". LONG BEFORE OTHERS COULD SEE OR IMAGINE.

OTHER FLYING BIRDS FLAP FROM TREE TO TREE. BUT BETTER THAN ALL THE CHICKEN ON THE GROUND.

THE WORLD VIEW OF A CHICKEN IS VERY SMALL AND VERY LIMITED WITHIN 10 METERS OR LESS.
SO THE CHICKEN LOOKS FOR WORMS AND SMALL GRUBS.

ALL LIVING THINGS AND ALL HUMAN BEINGS ARE PREOCCUPIED WITH THEIR OWN INTERESTS

SO LIVE AND LET LIVE

IT'S A HAPPY WORLD OUT THERE.

SAY HELLO TO THE WORLD!! AND BE HAPPY!!!
13/01/2018 16:48
paulthesotong Calvin ..who the Chosen One for Bandar Malaysia? Any?
13/01/2018 16:50
calvintaneng Paul,
For Pdp mrcb stands a good chance.

For actual job both China and Japan should be either.
13/01/2018 16:54
Koon Bee Bottom 10 stock pick 2017 with -2.5% result and not dare participate in 2018 stock pick!! Everyday bring newbie go holland
13/01/2018 17:16
calvintaneng Contest? Contest for Opcom ended on Dec 2017.

THEN WHEN CONTEST WAS OVER?

OPCOM UP FROM 35 sen to 53 sen!!!

OPCOM UP 50% in 2 weeks!!!

AND CALVIN PLUS BUDDIES MADE THOUSAND AND THOUSAND $ FROM OPCOM!!!

SO DON'T BOTHER!!!

THIS IS BULL RUN GE14 ELECTION YEAR!!
AND NEW MONTH IS CHINESE NEW YEAR!!!

SO DON'T WASTE TIME.

NOW IS THE TIME TO RIDE THE BULL
13/01/2018 17:41
moneykj I think Calvin forgot his buying price for Opcom. It's 0.60. Wow...Up 50% in 2 weeks. Now only 0.45...hahaha
It's ok. I3 forumers enjoy your twist and turn monkey shows...Pls continue it.
13/01/2018 18:08
moneykj Also your Perisai up 100% from 0.03 to 0.06.

Tell us la your buying cost..
13/01/2018 18:15
calvintaneng Ok ok moneykj

this is Calvin buying price for Opcom.

Ooopps!!

HOW COME I SO CLEVER TO ADD MORE AT 39.5 SEN FOR OPCOM?

NOW I BROUGHT DOWN MY AVERAGE COST ALREADY.

WANT TO KNOW MORE?
13/01/2018 18:31
Koon Bee Haha...perisai really up 100% leh...why calvintaneng not dare to claim credit?
13/01/2018 18:35
Patron as expected Tan Eng the i3 Jesus buy low sell high again. same like my bro Cipeh Teh. clap clap clap
13/01/2018 18:36
Patron luckily Tan Eng didn't buy HengYuan or Hibiscus. if not we all have to listen to his stories for the next 10 years already.
13/01/2018 18:37
Patron @moneykj buying cost is one thing. buying quantity (position sizing in averaging in) is another critical variable here. old fark won't tell you that
13/01/2018 18:39
calvintaneng Luckily this luckily that!

Luckily I bought lots of stocks and fully invested 100% on December 2017!!

See

THIS DECEMBER YEAR END IS THE TIME OF THE YEAR TO BUY ON WEAKNESS (posted 15 12 2017)

Dear Friends/Fellow Investors,

I was working in a Mission Church many years ago when I heard this story from a Church member who was a Remisier.

He quoted the Bible in Ecclesiates chapter 1 verse :9 ;- “The thing that hath been, it is that which shall be; and that which is done is that which shall be done: and there is no new thing under the sun”

In other words it means that the cycle of life and events repeat itself constantly all the time.

And citing one example is the year end stock market weakness. Stock market for KLSE now is weak due to these reasons

Foreign Funds have been selling Bursa to remit funds back to the US due to 2 reasons i) US might increase interest rate. So the Dollar might get stronger ii) The Dow Jones is doing very well currently
2. Another reason is due to the perceived corruption and kleptocracy of Malaysia’s 1MDB.

3. And the impending Election uncertainty

4. GST has caused a drop in purchasing power – leading to weak consumer stocks

5. And recently there was an Investment Conference in KL. Speaker after speaker told of how Dow will crash by Mid 2018. Their Chartists told them US market will crash in year 2018. Causing panic among hundreds of investors and telling them to get out

6. December is also the month when most Fund Managers and all others go for holidays. So Market activity is slow & dull.

7. With all these negative news cum fatigue many are staying away & stocks are getting weaker by the day.

Ha! Calvin is very happy to say that this is our Best Buying Opportunity.

According to my Remisier Friend. There was an investor who followed the investment rhythm of buying in December Year End and then sell it during the next year Chinese New Year rebound. Of course it might not happen every single year. But if he does it consistently for a 10 year period.

Chances are 7 out of 10 years Market will go up in a New Year. This is called the Capricorn Effect. See https://en.wikipedia.org/wiki/January_effect

It was in December 16th 2014 when I called for a strong buy on Jaks at only 40 sen. As it turned out Jaks has gone up by over 200% now. Of course Calvin does not ask you to chase Jaks now.

The Best Stocks to buy are Stocks with Deep Value Sold down in a time of weakness like now

Below are a list of Stocks which I think Value has emerged

MUI BHD (Andrew Khoo is now in Charge as CEO)
BJ Corp (Just add on weakness)
MJ Perak (Proton City Boom)
MRCB (Already got EDL Toll privatised. HSR Award? More to come)
BPuri (Cheapest construction Stock)
MPHB Capital (Pengerang RAPID O& G downstream Boom
UEMS. Lands nearest Gerbang Nusajaya High Speed Rail Station & Interchange
DUTALAND. Very deep undervaluation
OPCOM. More than 5% dividend proposed. And possible cash pay out
PBA. High NTA. Pays a dividend. Recession proof monopoly
Others are Palm Oil Counters like CBIP, Kwantas, Harnlern, TDM, WTK, JTiasa, RSawit
Oversold counters like Media, Bonia, EIG, Texchem & YTL Power
Good luck

Warmest Regards

Calvin Tan, Singapore
13/01/2018 18:45
apolloang ridiculous condos in meru valley golf resort more expensive than many places in penang.beside kyy house got a few bunglows and land for sale.to those who follow kyy make millions from heng yuan can go buy and can be neighbour wif him....hahaha
13/01/2018 23:45
apolloang datuk calvin u make so much recently from your stocks can go buy a bunglow beside kyy house and be his neighbour.....hehe
13/01/2018 23:47
Patron Tan Eng made alot of monies and lost it all in perisai la! how to buy oh ! but hoh he will still hip hip hooray loh! cos only buy one lot mah
14/01/2018 09:38
Koon Bee Hip hoop hoorey!!
14/01/2018 09:45


 

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