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probability
10498 posts

Posted by probability > Feb 10, 2019 9:48 PM | Report Abuse

oh no...calvin did it again!


speakup
15111 posts

Posted by speakup > Feb 10, 2019 9:52 PM | Report Abuse

https://www.freemalaysiatoday.com/category/nation/2019/02/10/asias-top-tower-runner-sour-after-putrajayas-lack-of-recognition/
PH bloody farking racist! A champion is sidelined because of his race! WTF!!!!


calvintaneng
30188 posts

Posted by calvintaneng > Feb 10, 2019 10:34 PM | Report Abuse

Naim is actually 3 in One

1. Construction
2. Property
3. Oil and Gas

Plus one more in progress:

THE Pan Borneo highway that will lift up Naim' s prime landbanks value in Kuching, Bintulu and Miri


Dato Seri John Lu
4874 posts

Posted by Dato Seri John Lu > Feb 10, 2019 10:37 PM | Report Abuse

This round I same boat with Calvin in Dayang and Naim.


calvintaneng
30188 posts

Posted by calvintaneng > Feb 10, 2019 10:39 PM | Report Abuse

Welcome Koon Bee
Gong Xi fa cai


Dato Seri John Lu
4874 posts

Posted by Dato Seri John Lu > Feb 10, 2019 10:42 PM | Report Abuse

Calvin Kong Hei Fatt Choy


cheoky
2479 posts

Posted by cheoky > Feb 10, 2019 10:45 PM | Report Abuse

Huat ar


Nicholasming91
3559 posts

Posted by Nicholasming91 > Feb 10, 2019 11:08 PM | Report Abuse

Both naim and dayang goreng just started , second round coming , just like carimin.


Dato Seri John Lu
4874 posts

Posted by Dato Seri John Lu > Feb 10, 2019 11:10 PM | Report Abuse

Dayang minimal 1.50. i just calculated


mbs7633
338 posts

Posted by mbs7633 > Feb 10, 2019 11:19 PM | Report Abuse

I'm behind Ooi Teik Bee and Koon Bee in stock pick. I think Dayang should RM1.80.


Dato Seri John Lu
4874 posts

Posted by Dato Seri John Lu > Feb 10, 2019 11:20 PM | Report Abuse

Tsunami rank 3rd now 2019 stock pick?


Dato Seri John Lu
4874 posts

Posted by Dato Seri John Lu > Feb 10, 2019 11:36 PM | Report Abuse

Good job


qqq3
13571 posts

Posted by qqq3 > Feb 11, 2019 12:00 AM | Report Abuse

calvin...why do u want to buy a share under Corporate Recovery ( equivalent to Chapter 11 bankruptcy of US?

Dayang has current assets of $ 500m, current liabilities of $ 1300 million...not easy to handle......what will be the final solution?


calvintaneng
30188 posts

Posted by calvintaneng > Feb 11, 2019 12:41 AM | Report Abuse

Posted by qqq3 > Feb 11, 2019 12:00 AM | Report Abuse

calvin...why do u want to buy a share under Corporate Recovery ( equivalent to Chapter 11 bankruptcy of US?

Dayang has current assets of $ 500m, current liabilities of $ 1300 million...not easy to handle......what will be the final solution?

Yawn, I am going to sleep already and this quack accountant posed this dumb question

Go read up Dayang balance sheet

It has PPE of Rm1.4 BILLIONS while Carimin has only Rm116 millions PPE

So Dayang can play in International waters all over the world wherever Petronas has a presence while Carimin can only service locally

So don't be like 3iii with myopic tunnel vision only and cannot see the bigger picture

So current assets backed by current operating fleet of O&G supporting vessels equal almost Rm2 BILLIONS

See

http://www.desb.net/


One more thing

I quote "calvin...why do u want to buy a share under Corporate Recovery"

Why you so stupid to assume I buy dayang?

I got no dayang BUT I & MY BUDDIES BOUGHT LOTS OF NAIM SHARES!

Naim was Rm1.60 when Dayang was Rm1.00

Now Naim at 61.5 sen has fallen below dayang at 68 sen

TO CALVIN & BUDDIES BUYING NAIM IS A NO BRAINER!!


Dato Seri John Lu
4874 posts

Posted by Dato Seri John Lu > Feb 11, 2019 12:46 AM | Report Abuse

Calvin, good one!! Thumbs up


qqq3
13571 posts

Posted by qqq3 > Feb 11, 2019 12:46 AM | Report Abuse

calvin....many companies went bankrupt before because they were not able to pay their debts as they fall due.....


Dayang has current assets of $ 500m, current liabilities of $ 1300 million...not easy to handle......what will be the final solution?


qqq3
13571 posts

Posted by qqq3 > Feb 11, 2019 12:48 AM | Report Abuse

corporate Recovery to be administered by BNM is a temporary relief...not a permanent solution.....


stockmanmy
6990 posts

Posted by stockmanmy > Feb 11, 2019 12:57 AM | Report Abuse

for dayang.......calvin just point out the + side....which is 10 sen EPS after 6 months......but surely, there must be a reason the share is traded at suck low levels......this, calvin didn't know/ didn't tell u or he ignorant?


Orlando
2618 posts

Posted by Orlando > Feb 11, 2019 7:53 AM | Report Abuse

Naim drops so much is due to its relation wit Mahmud Taib d notorious ex Sarawak CM who is facing d possibility of MACC investigation

Better stick wit Dayang or Hibiscus n avoid Naim like a plague


calvintaneng
30188 posts

Posted by calvintaneng > Feb 11, 2019 8:13 AM | Report Abuse

Politics?
See Tun Dr M

https://www.thestar.com.my/news/nation/2018/05/11/report-of-dr-m-taib-meeting-sparks-speculation-about-shift-in-sarawak/


Orlando
2618 posts

Posted by Orlando > Feb 11, 2019 8:23 AM | Report Abuse

Posted by OrlandoOIL > Feb 11, 2019 08:19 AM | Report Abuse X

PH trying to collect taxes fr even small traders but not going after big fish like Mahmud Taid wil result in it losing GE15 

Mahmud Taid wil b investigated no doubt

 
OrlandoOIL 
2169 posts

 Posted by OrlandoOIL > Feb 11, 2019 08:21 AM | Report Abuse X

After beating Hadi recently Sarawak Report wil definitely press on its case against Taib 

So avoid Naim

 
OrlandoOIL 
2169 posts

 Posted by OrlandoOIL > Feb 11, 2019 08:22 AM | Report Abuse X

Naim is more dangerous now thn ever 

Don't b fooled..


calvintaneng
30188 posts

Posted by calvintaneng > Feb 11, 2019 8:39 AM | Report Abuse

All 4 Naim prospects are increasing positives

1) Pan Borneo High propels all Naim land holdings in Sarawak - near Kuching, Bintulu, Miri & other prime areas

For property, construction, Oil & Gas in Dayang all got very good turnaround results

See

3) POWRFUL EARNINGS PER SHARE (EPS)

So good. Naim has not only High NTA it has also got Powerful Earnings

And this is not just a one off

Refer to Qtr result

The Group recorded higher revenue of RM438.9 million for the period under review, as compared to RM261.0 million reported in the corresponding period of 2017. The increase was contributed by both Property and Construction divisions, which recorded a 78% increase in their revenue when compared against that achieved in the corresponding period of 2017, due to increased work progress and additional new property sales [see Note 17.1 (b) for details].

Property segment recorded an increase in its revenue and profit during the current period under view. The increase was partly contributed by increased work progress achieved. Higher new sales of about RM100.6 million (January to September 2017: RM92.9 million) also had led to the increase in the property revenue and profit during the 9-month period.

17.2 Review of performance of major associate Our associate, Dayang Enterprise Holdings Bhd. (“DEHB”), reported an unaudited profit after tax attributable to owners of about RM66.5 million, against a loss of RM89.7 million registered in the corresponding period of 2017. The improvement in the DEHB performance wasmainly due to higher maintenance work orders performed during the period under review.

So from here we can see that all three

Construction

Property

Oil & Gas (Dayang)

are doing well

Resulting is a nice 12.8 sen profit this last quarter



4) PAN BORNEO HGHWAY

This single connecting highway will increase the Value of NAIM LANDBANKS By manifold

In the 1950s One Acre Land in Shah Alam was worth only Rm5,000. After KL - Klang Federal Highway was built the Lands in Shah Alam increased by manifold.

Like the wild wild West of USA in its pioneer days those lands were given free to settlers. Same goes for those Lands in Pahang in early days. After the KL - Karak Highway was built land prices soared in Pahang. And the PLUS- North South Highway unlocked the land Value from Perlis to Perak... from Seremban to the Southernmost part of Johor.

Since NAIM is the Largest Real Estate Land Owner in Sarawak it stands to gain the most in Land Value appreciation

And spearheading its future

See

Naim Holdings Berhad has accepted the award of Pan Borneo Highway Project which is the package work for Pantu Junction to Batang Skrang in Sarawak. The contract is estimated to worth at least RM 1.1 Billion for Naim Holdings Berhad.


Philip Greta
2122 posts

Posted by Philip Greta > Feb 11, 2019 9:24 AM | Report Abuse

As someone who lives in East Malaysia and has friends who are contractors of the different branches of the pan Borneo highway, and who has actually lived in Sarawak and have supplied to NAIM and DAYANG before, all I can say is wow. Calvin knows his stuff. Almost an the tenders are being renegotiated in pricing, and all the price are barely profitable for main contractors who don't have good internal teams. Those days of fat profits are long gone.

None of the proper sub-contractors want to work with them anymore, including us. Their payment schedule is horrendous. They are over leveraged and have no money. All dealings are in cash terms only. Cash before start work.

Their management is untrustworthy. The projects they take are beyond their scope of work and skill level. Even their best engineers and managers( people like Mr. Chan who left the mrt project halfway due to mass idiocy) have long gone and left for other MNC where they are paid triple the salary.

Margin of safety? There is no margin of safety when idiots are managing your company. Look at the board of directors. Not a single one is chosen for their skill sets, all are chosen because of the bloodlines or relationship.

Turnaround? Paper magic.

Long term the management is still the same. The company attitude and culture is still the same. The benefits and money politics are long gone.

Good luck.


Zhuge_Lin
54 posts

Posted by Zhuge_Lin > Feb 11, 2019 9:42 AM | Report Abuse

The trend now is O&G ma. Shit counter also can turn to gold. You look at the analysis. It is comparing against carimin share price. So it carimin up 300%, dayang also must up 300% loh....hehehe.....

1 just like to asked is carimin confirm getting 1billion project from petronas? or is it base on someone assumption?


calvintaneng
30188 posts

Posted by calvintaneng > Feb 11, 2019 9:42 AM | Report Abuse

(S = Qr) Philip

The company attitude and culture is still the same. The benefits and money politics are long gone.


VERY GOOD INDEED!

NO MORE MONEY POLITICS CAN ONLY MEAN ONE THING

ALL THE PROFITS IN NAIM FROM NOW ON IS IN SAFE HANDS

HIP HIP HOORAY!!!


Philip Greta
2122 posts

Posted by Philip Greta > Feb 11, 2019 9:46 AM | Report Abuse

How can you just proxy CARIMIN and DAYANG simply on those metrics. Isn't that just silly and crazy?

That's like saying najib and mahathir are the same kind of leader just because both are Malay, do politics in Malaysia, and have long experience in malaysian politics.

Each company is different, goes on different tangents and each company has different management who make different decisions based on their company goals.

Good luck Calvin. At least now I know what kind of companies you and your buddies invest in.


Zhuge_Lin
54 posts

Posted by Zhuge_Lin > Feb 11, 2019 10:08 AM | Report Abuse

Bro Calvin, when Pan borneo highway will benefit your jtiasa?


qqq3
13571 posts

Posted by qqq3 > Feb 11, 2019 10:16 AM | Report Abuse

Stock market.....short term is all about illusion, its all an illusion , all emotional and sentimental.

obviously calvin is not investing but short term......except he never says he is short term.......


calvintaneng
30188 posts

Posted by calvintaneng > Feb 11, 2019 10:17 AM | Report Abuse

Zhuge_Lin Bro Calvin, when Pan borneo highway will benefit your jtiasa?
11/02/2019 10:08

YES

A DEFINITE YES!


qqq3
13571 posts

Posted by qqq3 > Feb 11, 2019 10:18 AM | Report Abuse

people are trading all the time......but will say they are investing.....


Zhuge_Lin
54 posts

Posted by Zhuge_Lin > Feb 11, 2019 10:20 AM | Report Abuse

LOL....A DEFINITE YES! ah???
drop from 1.60 t0 60c leh. If go back to 1.60 also no yet benefit la. Interest also rugi leh.


calvintaneng
30188 posts

Posted by calvintaneng > Feb 11, 2019 10:21 AM | Report Abuse

Posted by Zhuge_Lin > Feb 11, 2019 10:20 AM | Report Abuse

LOL....A DEFINITE YES! ah???
drop from 1.60 t0 60c leh. If go back to 1.60 also no yet benefit la. Interest also rugi leh.

SO SIMPLE

JUST TAMBAH AT THE BOTTOM LAH!

WHY YOUR SIFU OTB DIDN'T TEACH YOU AH?


qqq3
13571 posts

Posted by qqq3 > Feb 11, 2019 10:21 AM | Report Abuse

this calvin uses words like margin of safety.....but all his stock picks are rubbish....and if he knows what he is doing he better be short term ....because short term it is all an illusion.......


calvintaneng
30188 posts

Posted by calvintaneng > Feb 11, 2019 10:23 AM | Report Abuse

THE QUACK TALKING WHAT?

NAIM AT NET TANGIBLE ASSET OVER RM2.00 WITH PRICE LESS THAN 70 SEN NOT MARGIN OF SAFETY?


qqq3
13571 posts

Posted by qqq3 > Feb 11, 2019 10:26 AM | Report Abuse

short term stock market is based on illusion.....trade if u must as long as u know it is based on illusion, not truths........


Zhuge_Lin
54 posts

Posted by Zhuge_Lin > Feb 11, 2019 10:35 AM | Report Abuse

Bro Calvin, you dun get me mistaken with Zhuge_liang oh. He is my great great great great uncle and he is long dead la.....hehe. Therefore, I no worship sifu otb le....
As for Jtisa....tambah ah? if every 30% drop also tambah, warren buffet also become a buffet for the shark la. So much to tambah meh???


calvintaneng
30188 posts

Posted by calvintaneng > Feb 11, 2019 10:37 AM | Report Abuse

SORRY I OVERLOOKED

LOL

ZHUGE MEANS WHAT?


Kukumanis
961 posts

Posted by Kukumanis > Feb 11, 2019 10:38 AM | Report Abuse

wants to stay longer in holland lah!!!! so easy to fathom!


Aristocats
4199 posts

Posted by Aristocats > Feb 11, 2019 11:26 AM | Report Abuse

Calvin sifu, Dayang so-so only.
No hard feeling Calvin, just my 2cents opinion.


Dato Seri John Lu
4874 posts

Posted by Dato Seri John Lu > Feb 11, 2019 11:31 AM | Report Abuse

I sold Naim 69. Thanks Calvin hehe


calvintaneng
30188 posts

Posted by calvintaneng > Feb 11, 2019 11:34 AM | Report Abuse

Pussycats

I think as year 2019 unfolds the commencement of RAPID IN PENGERANG SHOULD LIFT UP ALL O&G counters

Good ones and later bad ones will also go up in tandem

When the tide comes in it will lift all boats

So Dayang and Naim might seem over bought for now.

It's true fundamental will play catch up later

Calvin very happy for all who bought cheap

Now if there are any short term day traders please be careful

Longer term Naim should cross back above RM1. 00


calvintaneng
30188 posts

Posted by calvintaneng > Feb 11, 2019 11:36 AM | Report Abuse

Good for you Koon Bee


Kukumanis
961 posts

Posted by Kukumanis > Feb 11, 2019 11:40 AM | Report Abuse

so many others like Krono!!!!!


calvintaneng
30188 posts

Posted by calvintaneng > Feb 11, 2019 5:00 PM | Report Abuse

Good closing at 69.5 sen on this day of February 11th 2019

Oil & Gas Thematic Play for year 2019


calvintaneng
30188 posts

Posted by calvintaneng > Feb 12, 2019 11:35 PM | Report Abuse

Good
Good
Good closing at 71 sen today


calvintaneng
30188 posts

Posted by calvintaneng > Mar 2, 2019 11:53 PM | Report Abuse

Now both Dayang & Naim share prices have overtaken & surpassed Carimin

NEXT ONE TO CHASE UP WILL BE A VERY STRONG CONTENDER

PENERGY(5133) or PENT UP ENERGY!!!

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