Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Mon, 27 Jan 2020, 8:16 AM

 

9 M'sis Plan Top Budget Allocation For Infrar Powered Up Cement So 12 MP For NFCP Powers up Opcom, Redtone & Netx, Calvin Tan

Author:   |    Publish date:


Dear Friends, Investors & Traders,

When PM Badawi Launched 9MP Or 9th Malaysia Plan with FOCUS INTO PHYSICAL  INFRASTRUCTURE BUILDING WORKS

I sensed Cement Companies will benefit the most as Infrastructure construction of HIghways, Bridges & Others will need lots and lots of Cement

First See PM Badawi 9MP Blue Print

 

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The Ninth Malaysian Plan (MalayRancangan Malaysia ke-9), abbreviated as '9MP', is a comprehensive blueprint prepared by the Economic Planning Unit (EPU) of the Prime Minister's Department and the Finance Ministry of Malaysia with approval by the Cabinet of Malaysia. The plan allocates the national budget from 2006 to 2010 in regard to all economic sectors in Malaysia.

The blueprint was announced on 31 March 2006, and was unveiled by the fifth Prime Minister of Malaysia, Datuk Seri Abdullah Ahmad Badawi in Parliament.

Contents

 

NUMBER ONE TOP CAPITAL ALLOCATION WAS INTO INFRASTRUCTURE CHUN CHUN!!

Highlight issues of 9MP[edit]

Infrastructure[edit]

  • RM1500 bil savings from privatisation
  • RM101111 bil for Iskandar Region Development Authority (IRDA)
  • RM3.58 bil for building and upgrading rural roads
  • RM29 bil for biotechnology (physical and soft infrastructures)
  • RM11 bil for upgrading and extension of KKIA, second low cost hub for Malaysia
  • Additional runway and satellite building for KLIA
  • Double tracking at selected priority stretches
  • An upgraded works of Pasir Gudang Highway and the construction of Johor Bahru Eastern Dispersal Link

I BENEFITTED IMMENSELY BY BUYING UP CEMENT STOCKS LIKE TASEK, CIMA, YTL-CEMENT & LAFARGE CEMENT

 

KNOWING THAT WHEN SO MANY CONNECTING BRIDGES AND HIGHWAYS ARE BUILT IN ISKANDAR TO EASE CONGESTION AND TO CUT SHORT TRAVEL TIME I KNEW INSTINTIVELY THAT PROPERTY PRICES ARE BOUND TO RISE AND RISE. AND AGAIN I WAS RIGHT. 

Together with 3 or 4 Investors we Bought up more than 30 houses. Many of these houses have gone up in prices ranging from 100% to 500% today. 

But it is the same if we have just put all monies into Cement Shares

We bought Tasek Cement at Rm2.90, CIMA at Rm2,40, YTL-Cement at Rm2.20 & Lafarge at only 66 sen

Tasek later gone up more than 500% to over Rm16.00 while CIMA was taken private by UEM and YTL Corp took Ytl-Cement private.  Lafarge gone into Capital consolidation

10 of Lafarge shares became 3 shares after giving 20 sen cash payout

So 66 sen - 20 sen = 44 sen

44 sen x 10 = Rm4.40

Then Rm4.40 divides by 3 = Rm1.55

So our new holding cost for Lafarge was Rm1.55

FROM THERE LAFARGE POWERED UP TO CROSS RM10.00 INTO BLUE CHIP ZONE Before It Cycles down to Rm2.20 when I called for a buy again as ECRL was going to restart afain

When YTL offered to take Lafarge private = the news propelled Lafarge to double up 100% chun chun to Rm4.40 before weakened back now and current name of Lafarge has been changed to MCECEMENT.

What was the Investment Lesson From 9MP about Infrastructure?

Two actually.

1) The Building of Eastern Dispersal Link has powered up property prices from Permas Jaya to Bandar Sri Alam & beyond to Tmn Scientex. Scientex houses sold like hot cakes until today no more land left & Scientex share price also reaching Rm10.00 almost

The Coastal Highway from JB City to Legoland has powered up house prices in Tmn Perling, Bkt Indah of Nusajaya  & Horizon Hills. Property prices rose up from 100% to 500%

So look to invest in Real Estate where Highways are built (See www.johorinvestment.com)

 

2) THIS ONE VERY IMPORTANT IF YOU INVEST IN SHARES

SEE WHERE MALAYSIA ALLOT THE MOST MONEY TO DURING EVERY YEARLY BUDGET

WHERE MONEY FLOWS THOSE INDUSTRIES THAT BENEFIT FROM BUDGET SPEECH THEIR SHARE PRICES WILL ALSO RISE AND RISE UP LATER

This was how Calvin bought DRB-Hicom chun chun at 92 sen during one budget speech

2017 BUDGET TOP BENEFICIARY IS DRB-HICOM - Highlighted in bright yellow (Calvin Tan Research)

Author:   |    Publish date: 

 

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/109728.jsp

 

DRB Made Calvin 200% Profit Later

Ha! I have told you priceless lesson on my Investment Secret!

Never mind. My hope is all my Friends will benefit from my sharing

NOW MY INVESTMENT SKILL AND FOCUS HAS BEEN HONED THROUGH THE YEARS IN i3 FORUM

I came to i3 Forum as a newbie in year 2013 with only one Good Stock called Pm Corp. After that I was groping and trying to find the secret to Investment success. After watching & studying the teachings of so many Sifus & Gurus in i3 I have gathered & combined the best of  FA, TA & PA & JITA

Now you might know what is FA & TA

(I don't know what was FA & TA at one time. Now I know

PA & JITA? Many will scratch your heads wondering. Ok let Calvin explain

PA = Practical Application (Armed with knowledge of FA & TA we must ACR! And ACT FAST! So Practical Application means "GO AND BUY" QUICKLY WHILE PRICE STILL CHEAP!

And JITA?

JITA = Just In Time Application

When Things Appear & Reappear Just In Time. WE ALSO MUST ACT ACCORDINGLY

LIKE 12MP HUGE ALLOCATION INTO NFCP NATIONWIDE FIBERISATION THRUST

SO CALVIN RECOMMENDED OPCOM AT 63 SEN, RETONE AT 48 SEN & NETX AT 1 SEN TO ALL FRIENDS, INVESTORS & TRADERS

Now some who bought early might have also sold early. Perfectly Ok. Calvin very happy for you. You won't go bankrupt by taking profit early. But if you want to buy nack do it early and don't buy after market is at its hottest

Like Calvin asked all to buy Carimin at 39 sen & not to chase Carimin over Rm1.20

Calvin also told all to buy Uzma at 62 sen & definitely to sell above Rm1.00 (because Uzma Director & CFO have also sold)

So don't scold Calvin months/years later Calvin will tell you to sell Opcom over Rm2.00. Sell Rdtone over Rm1.50 & Sell Netx above 15 sen

Sell Netx when it crossed 15 sen?

Some day perhaps Calvin will get a good scolding from Other Clever Expert telling us that NETX will still go higher to 30 sen, 50 sen or Rm1.00?

Ok Ok

Let me illustration my point again

Today with US - China in Trade War, India being pissed off and telling its people to buy palm oil from Indonesia instead of Malaysia because of Kashmir

Vietnam imposing high tarif on Malaysia Cold Roil Steel dumping. And with even Saudi & China slowing down there are few places to hide

Thank God

There are still some tsunami sheltered stocks with Great Potential like NFCP &  OGSE (now at tail end except for some laggards like Destini, T7 global and others) 

As NFCP Stocks are only at the Beginning of a New Bull Stage it will comtinue to power up

How will it power up? Easy. Petronas Rm30 Billions capex for Upstram powered up OGSE Stocks. So Govt Rm21.6 Billions for NFCP will power up Opcom, Redtone, Netx & others in Digital Economy.

2 Main Groups

1) Fiber Optic Manufacturer like Opcom

2) Fiber Optic Installers like Netx & Redtone

The rest are second liners like Ock,  Gpacket & Others which will also benefit as well

Look at this Picture in Coclusion

SEE A DESERT LAND WITH PARCHED HAMLETS & STUNTED VEGETATION

IT RECEIVES SOME RAINFALL & SOME ARE OASIS WITH ITS SOURCE OF WATER SUPPLY

SUPPOSE THE GOVERNMENT DECIDES TO BUDGET WATER ALLOCATION EVERY YEAR IN ITS BUDGET

(WATER IS AS PRECIOUS AS OIL IN A DESERT)

THIS YEAR IT HAS 56 WATER TRUCKS FOR THOUSANDS OF VILLAGES

These Villages rear animals & plant crops to survive. Some already got water sources like Deep Wells in the desert.

ANY LUCKY OR CHOSEN ONES TO RECEIVE WATER FROM ANY OF THESE 56 WATER TRUCKS WILL BE MUCH BETTER OFF

WHY?

BECAUSE THEY COULD PLANT MORE CROP, GROW MORE GRASS FOR THEIR CATTLE & WILL FEEL MUCH RICHER THAN THOSE THAT DON'T HAVE THE ADDED WATER SUPPLY

AND IF OUT OF 56 WATER TRUCKS ONE PARTICULAR GROUP RECEIVES 21 TRUCK LOAD OF FRESH WATER SUPPLY?

THEY WILL HAVE THE BEST CROPS AND THE HEALTIEST FARM ANIMALS FOR SALE LATER. SO GETTING MUCH RICHER THAN THE REST

SO THINK OF SO MANY INDUSTRIES LIKE CONSTRUCTION, PLANTATION, AIRLINE, RAIL LINE (HSR), WOOD PRODUCT MANUFACTURING,, DEFENSE, TOURISM, REAL ESTATE & ETC ETC

OUT OF THEM ALL RM21.6 BILLIONS OR 38% ARE ALLOCATED TO FIBERISATION FROM RM56 BILLIONS USEABLE BUDGET CASH (REST OF THE BULK ARE FIXED FOR OPERATING EXPENSES LIKE GOVT SERVANT SALARY (1.6 MIILIONS STRONG) & OTHERS

WILL THESE FIBER OPTIC COMPANIES SEE A BIG BOOSTED IN REVENUE AND PROFITS?

YESSS! A DEFINITE YES!!!

 

See

 

Image result for world biggest water truck picture

 

IN CONTRAST COMPANIES WITHOUT WATER (CASH INFUSION) MIGHT GO INTO INSOLVENCY, PN17 OR BANKRUPTCY

SEE BELOW

 

Related image

 

BEST REGARDS

Calvin Tan Research

Singapore

 

Please buy/sell after doing your due diligence

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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calvintaneng NETX MISSION STATEMENT (Official email enquiry by Calvin Tan to Ms Penelope of Netx) Calvin Tan Research
Author: calvintaneng | Publish date: Sat, 9 Nov 2019, 1:41 AM

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/234573.jsp
10/11/2019 6:58 PM
calvintaneng Posted by calvintaneng > Nov 11, 2019 8:22 AM | Report Abuse X

Good morning to all fellow investors at Netx Forum

Since the days of Pm Corp which Calvin first promoted there were no end of naysayers and opposers which appeared out of no where.

Hjey came to fiercely oppose Network Food of Pm Corp. He disappeared. MrTigershark called Calvin a racist. He also disappeared. Sang-jero, cherry tomato as well as Anbz came and gone.

AND then there were nancytang and crischan who vehemently chased ifca all the way from RM1. 00 to Rm1. 87 against Calvin's warning and then suffered triple limit downs from RM1. 87 to 25 sen and together with more than 50 people in ifca forum perished

So was mikekong55 who led regaincapital choco passenger (pirate) ship people to a watery grave by punting hot stocks of the times without fundamental or margin of safety See https://klse.i3investor.com/servlets/discuss/608510.jsp

Finally the incorrigible 3iii who caused investlah to be destroyed by his stubborn self imposed dinosaur type of overpriced blue chip like dutchlady. So much so that he has to migrate to i3 to continue his old dead stock promotion of little relevance for investors or traders

Now as Howard Marks say most companies are cyclical in nature. Same was said by Sifu Peter Lynch

They are to be bought when prices are low, out of favor and overlooked by the market

Just like Jaks was at 40 sen on Dec 2014 when prices was at its bottom and Jaks boss was buying.

Again success was repeated on Jan 26 2018 when Calvin issued buy call on Carimin at 39 sen after Calvin saw Carimin secured a new Rm60 millions job award from Petronas cari gali
Plus directors of Carimin were also accumulating

Caminin is Rm1. 39 today and 3iii should certainly go there and warn as Directors of Carimin are also now selling at such lofty prices.

Calvin always tell people to buy low and sell when stocks are overvalued

3iii has nothing to offer. He goes and bad mouth about others like a busy body

Calvin also called for a buy on Naim at 52 sen. My 1st stock which I even whataspped Brother Jon Choivo, SS Lee and Sifu KcChongNz to say Naim is a good buy at 52 sen. And I was correct.

I also called for a buy on Velesto at 27 sen, penergy at 75 sen, Uzma at 62 sen. All three have now been proven successes for all who followed and made monies

AND now Calvin issued buy call for Netx at 1 sen, Redtone at 48 sen and Opcom at 63.5 sen.
Those dear friends who acted are still in the money. Some have told Calvin although they bought Netx at 1 sen they were fearful because Naysayers like CharlesT put them in fear that it might even crash to half sen. So due to fear after insinuation from CharlesT they sold back Netx at 1 sen (CharlesT now gone hiding)

However, they were others who told Calvin they sold Netx at 2 sen to 2.5 sen for a profit of 100% to 150%. Calvin is very happy for them all who made money from Netx

Others still not only buy Netx at 1 sen. Like Calvin they bought more at 1. 5 sen, 2 sen and even bought as high as 2.5 sen and still say Netx at 2.5 sen still cheap.

AND so Calvin is fortified by a group of very loyal friends who made lots and lots of money

AND some whataspped Calvin to request my bank accounts so they can bank in money to show appreciation.

Calvin refused to take even one sen from anyone. My service is totally free and without ulterior motive to con anyone.

It is my genuine concern to tell all my friends do well and succeed. Some have told me they paid hundreds and thousands and even tens of thousands to attend trading courses from so called "experts" or sifu and yet lost lots of monies

So now these sifus having loss their paying customers have sent cyber thugs with false IDs to harass Calvin and all his friends. This Johnchew has been paid to post & kacau day and night.

If you are so good as claimed why not bring out a better stock than Netx and see if it will perform better in 3 months, 6 months, one year or 3 year period?

All of Calvin's stocks from OGSE have margin of safety. Nothing is wrong with Scomies so Calvin is holding.

AND now Calvin is still buying Netx today

I will stop here and call my remisier to buy more Netx shares on my behalf

Con man or no conman does not matter if all my friends escape losses and eventually do very well in the stock market
11/11/2019 8:39 AM
calvintaneng Remember this

1) NETX HAS ZERO BORROWINGS
So cannot go into pn17

2) NET NTA Still at 3 sen
Anything below 3 sen for Netx just sapu

3) NETX IS SPECIALIST FOR NFCP NETWORK INFRAR INSTALLATION JOB

4) CHUN CHUN FOR NETX - GOVT IMPLEMENTED RM21.6 BILLIONS FOR FIBERISATION

5) NETX IS A CYCLICAL DIGITAL COMPANY STOCK WHOSE TIME HAS COME

NOTHING IN THE WORLD IS SO POWERFUL AS AN IDEA WHOSE TIME HAS COME - Hugo
13/11/2019 9:35 AM
calvintaneng Next year, we are encouraging SMEs to adopt digitalisation,” said Lim, adding that the government will provide a 50% matching grant of up to RM5,000 per company for the subscription of electronics point of sale system, enterprise resource planning (ERP) and electronic payroll system,” Lim said.

This matching grant will be worth RM500 million, limited to the first 100,000 SMEs applying to upgrade their systems, he said.

Lim also reiterated that the government will be also allocating RM550 million to provide Smart Automation matching grants for 1,000 manufacturing and 1,000 services companies to automate their business processes, in which this grant will be given on a matching basis up to RM2 million per company.


EVEYDAY GOT CHUN CHUN BOOSTER NEWS ON DIGITISATION


LISTEN! LISTEN!! LISTEN!!

THIS YEAR TOP NEWS IS OGSE BULL RUN

NEXT YEAR TOP NEWS IN JANUARY WILL BE?

JAN = FIBERISATION
FEB = FIBERISATION
MARCH = MORE FIBERISATION
APRIL = MORE AND MORE FIBERISATION
MAY = RED HOT HOT FINAL REALISATION

JUNE = STILL ON FIBERISATION
JULY = NOW NFCP STOCKS UP BY 100% TO 400% = SUPER INVESTOR JOINS IN
AUGUST = SUPER TRADERS JOIN IN (NOW UP BY 1,000%)
SEPT TO DEC 2020 = FINALLY AT TOP TOP = SUPER SAILANG HAS COME

YEAR 2021 = SUPER SORCHAI ARRIVED AND BOUGHT NETX AT 30 SEN & THEN GET KILLED!
13/11/2019 10:36 AM
calvintaneng Chun chun Rm21. 6 billions fiber job on the way
13/11/2019 12:37 PM


 

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