Highlights
KLSE: TAMBUN (5191)       TAMBUN INDAH LAND BHD MAIN : Property
Last Price Today's Change   Day's Range   Trading Volume
0.77   +0.005 (0.65%)  0.765 - 0.77  279,300
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Overview

Market Cap: 334 Million
NOSH: 433 Million
Avg Volume (4 weeks):128,247
4 Weeks Range:0.75 - 0.79
4 Weeks Price Volatility (%):
50.00%
52 Weeks Range:0.71 - 1.05
52 Weeks Price Volatility (%):
17.65%
Average Price Target: 0.85
Price Target Upside/Downside: +0.08
Stamp duty exempted for year 2019

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2018 [#3]  |  28-Nov-2018
Next QR | Est. Ann. Date: 31-Dec-2018  |  27-Feb-2019
T4Q P/E | EY: 5.76  |  17.36%
T4Q DY | Payout %: 2.60%  |  14.96%
T4Q NAPS | P/NAPS: 1.3899  |  0.55
T4Q NP Margin | ROE: 29.42%  |  9.62%

Headlines

Date Subject
28-Dec-2018 [转贴] [TAMBUN INDAH LAND BHD:房地产业的前景仍然充满挑战] - James的股票投资James Share Investing
29-Nov-2018 Tambun Indah Land - Still waiting for the market to recover
23-Aug-2018 Tambun Indah - No Sign of Picking Up Yet
21-Jul-2018 恒大置地上挑RM1.07/敏源
09-Jul-2018 Technical Analysis - Tambun Indah Land
07-Jul-2018 [转贴] [TAMBUN INDAH LAND BHD,房地产业的前景仍然充满挑战] - James的股票投资James Share Investing
05-Jun-2018 [转贴] Tambun Q1'18 成绩单 - 糊涂
04-Jun-2018 [转贴] TAMBUN (5191) FY2018 Q1 简略版 - 乡下小子
30-May-2018 Tambun Indah Land Berhad - Another Challenging Year
30-May-2018 Tambun Indah Land - Descending earnings and dividend
29-May-2018 恒大置地 - 赢了股息,输了时间成本,那又如何???
18-Apr-2018 Case Study: The Tale of Two Property Companies (Tambun vs Matrix)
28-Feb-2018 Tambun Indah Land Berhad - Disappointing 4Q17
28-Feb-2018 [转贴] 【论股】 Tambun Indah Land Berhad ~乡下佬~
28-Feb-2018 Tambun Indah - Missed Sales Target

Business Background

Tambun Indah Land Bhd is a Malaysia-based investment holding company. The company and its subsidiaries are engaged in investment holding, property development, construction and project management. It operates through three segments: Investment holding, Property development and management and Other operations. The Investment holding segment is engaged in the operation of the car park and rental income. The Property development and management segment is engaged in the development and management of land into vacant lots, residential, commercial and/or industrial buildings. The Other operations segment includes Construction and project management activities.
Analyze this stock with MQ Trader system

  15 people like this.
 
FaizalAziz next stop is 1.08 ---> 1.18 .
24/07/2018 17:43
cherry88 no "forfeit" but price may adjust downward by the dividend amount
24/07/2018 18:02
cherry88 Based on market yield of 5%, and further assume its annual dividend of 7.5 sen, then we can expect the share price to move to RM1.50 level
24/07/2018 18:06
cherry88 Still a good bet given current price level. Assume you discount 20% off, you still can expect the price to move toward RM1.20 level
24/07/2018 18:07
Kenokaya Thank you cherry88. If price go downword after dividend, it is worth to go with this buying b4 ex date stratgy. Anyone can comment please....
25/07/2018 10:27
Lim Tek Wai Bought 150000, good profit
25/07/2018 10:28
pow_kor undervalue gem with or without dividend, treat dividend for u to drink Starbucks
25/07/2018 11:43
Jasper Coo Bought it , profit good
25/07/2018 11:45
geary WOW...!!!...TAMBUN...@<0.85...Good sentiment at present moment...this is one of my dividend growth prospects company...very conservative @4% growth is enough to beat inflation...Hold... Unless its FA changes n have to many cockroaches around to Kill... hahaha...!!!
25/07/2018 19:54
Kenokaya I have placed my order but not yet filled. If filled today will get dividen or not?????
26/07/2018 15:08
Kenokaya sorry ask so much. Just to be sure.
26/07/2018 15:11
Kenokaya Thank you all, hv got the answer from my cimb remisier already...
26/07/2018 15:57
kenlee123 @kenokaya so do u get the div? thanx
30/07/2018 11:05
peterfeh When Tambun will announce the dividen? any advice?
01/08/2018 21:56
Kenokaya Kenlee I shud get isnt it bec I bought on 27th July....or not? Dividen still not in my account yet..when is the pay date? Pending dividen payment can I sell already? Pls advise
02/08/2018 12:00
bigmacmj Kenokaya you will get your dividend on 16 aug, they will bank in to your acc. You can sell your share after 30 july.
03/08/2018 22:01
Kenokaya Thk You bigmacmj for the info. I think I nak jual already if the price goes up to RM1.05. Can cover my brokerage cost at least.
07/08/2018 11:19
Kenokaya Why dun wanna go up to 1.05????
10/08/2018 16:43
iambigshark scard you throw kena their head hahaha
10/08/2018 17:15
calvintaneng VERY HAPPY FOR ALL HERE

TAMBUN IS THUMBS UP!! UP ALMOST 30% ALREADY!!!

NEXT WILL BE GUH

These are 3 Good Stocks with New Catalysts

GUH BHD
GUH at 64 Sen with NTA of Rm1.87 is selling at a Huge 66% Discount which is twice the margin of safety required by Ben Graham

Now with US & China in trade war GUH printed circuit boards should do well as it supplies to KOrean & Japanese Businesses like National Panasonic.

The removal of GST should also augur well for sales of Goods like Washing Machine, Aircond & Refrigerations which use PCB (printed circuit boards)

But the Main Catalysts will be GUH’s 3 Very Prime Plots of Lands in Kedah (one) and Penang Mainland (two)

The Big Guns of new PH Govt are in the New Northern Golden Triangle of

LANGKAWI (Tun Dr Mahathir is MP)

KEDAH (Datuk Mukhriz is MP)

PENANG (Both Finance Minister Lim Guan Eng (former Chief Minister of Penang) & Anwar Ibrahim from Permatang Pauh)

SO THE WIND OF DEVELOPMENTS WILL NOW BLOW HERE. So fortunate is GUH as it will be launching New Housing Projects here early next year.

Another New Growth Factor is the NEW IKEA IN BATU KAWAN….to be folowed by a New Water Theme Park.

So GUH is expected to see a Turn of Fortune.

A check with GUH Accounts showed it is in a Net Cash Position

Its Properties already undervalue will Be Revalued again every 5 years. And that is very near. It should be revalued by December 2018 (as they were last revalued in December 2013, 5 years ago)

NO WONDER SAVVY VALUE INVESTORS LIKE

YEOMAN of SINGAPORE has Increased its shareholdings (Pls refer to Annual Report of GUH 2017)

Coming in at no. 5 DB (Malaysia) Nominee (Asing) Sdn Bhd
Deutsche Bank AG Singapore for YEOMAN 3-Rights Value Asia Fund (PTSL)…….. 8,500,000 shares at 3.10%



This is an improvement of Yeoman’s stake from Year 2016

5. DB (Malaysia) Nominee (Asing) Sdn. Bhd.
Deutsche Bank AG Singapore For Yeoman 3-Rights Value Asia Fund (PTSL)
7,000,000….. 2.65%

In year 2016 Yeoman has 7 millions GUH shares and it increased its shareholdings to 8.5 millions or up another 1.5 million shares

THIS IS THE CORRECT APPROACH

As price gets cheaper Value can only get better.

So a Great Bargain now!



2) HEXZA

Another Cash Rich Company with Good Dividend. And its business is defensive. Only set back was the default of Bad debt from rental payment in Myanmar.

This is a One-off and won’t happen again. Since price already adjusted downward its downside will be very limited while its dividend yield by percentage improved.

Another BIG BOOSTER is HEXZA supplies resin for Plywood Manufacturers. With the Banning of Logs Export in Sabah & cessation of further logging license in Sarawak Plywood Companies are expected to ramp up productions both in Sabah & Sarawak. This will boost usage of Resin from Hexza.



3) CSCSTEEL

CSCSTEEL is another Cash Rich Company with good dividends

Primarily in Cold Roil Steel production.

It supplies steel sheets to Proton, Perodua & other Car Manufacturing Companies to make Bonnets, Roofs, Doors & Other Flat steel products.

With GST removed the demand for TV panel, Bed Metal Frame (Furniture), Fridge & Fridge Door, Washing machine, Electric Oven will improve. All these are made from Flat Steel Products from CSCSTEEL.

And even more Catalyst will come when Geely starts production in Tanjung Malim PLUS the Possible Setting Up of a 3rd National Car as proposede by Tun Dr Mahathir



So these are the ones

GUH for its superb landbanks & factories in Penang new Boom Zone
HEXZA for its upcoming good Resin sales
CSCSTEEL for the overall improvement of Consumer sentiments
Please buy/sell after doing you own due diligence



WARM REGARDS

Calvin Tan Research

Singapore
12/08/2018 16:56
bigmacmj Building material exclude SST now, properties share will up up up.
14/08/2018 13:38
invest200 There is a glut of houses/condo in the market, will not up any time soon. can pick up some good quality stock at bargain price
15/08/2018 13:34
sasword shit counter sure fall to longkang after dividend.
16/08/2018 19:07
David Thong Tambun is a fundamentally strong and net cash company! Good to buy even at current price!
20/08/2018 18:28
Shines Managed to climb out of longkang?
20/08/2018 19:42
Jasper Coo Price will gap up this morning, good luck to all and enjoy the rollercoaster.... hehe
21/08/2018 12:06
Lim Tek Wai Good stock, make huge profit !
21/08/2018 12:25
nich0las Oh O... Revenue semakin kurang...
21/08/2018 18:14
Shines Look out on Thurs.
21/08/2018 20:55
cwkhor QoQ result is good, this could the start of recovery, be patient... :)
21/08/2018 21:18
calvintaneng Tambun is ok. All property developers in the New Golden Triangle Zone of Langkawi, Kedah & Penang should do well.

GUH got 3 property launching here beginning in year 2019
21/08/2018 21:26
apolloang profit down slightly and since the last few days up from 94cts,so thurs drop back to 94 or 95cts lo.....hehe
21/08/2018 22:10
newbie4444 sifus RM 31.85 million unbilled sales can last how many quarter sales?

As at June 30, 2018, the group achieved unbilled sales of RM31.85 million.
http://www.theedgemarkets.com/article/tambun-indah-2q-net-profit-down-23-fewer-ongoing-projects
21/08/2018 23:13
Shines With the currrent results, I hope it wont fall into a monsoon longkang
22/08/2018 12:44
nikicheong It will get darker before it gets better, for the financial performance. But for the share price, hard toto say. Depends on buy and sell supply and on overall market. But still, this price is good enough for a longer termperiod holding, especially given the dividend yields.
22/08/2018 17:03
godofgamble godofgamble Based on current property market condition, this counter should keep for long term collect dividend. I think management is good in mange company debts.. property sales getting slow, use money to payoff debt is wise decision. Company Paying high dividend can attract long term Investors support on share price during property downtime.
22/08/2018 22:38
Penang_lang Paying high dividend is why QR deteriorate. Dividend mean no money for landbank expansion.
23/08/2018 09:11
Penang_lang Even Mr Teh dare not sapu like previously.
23/08/2018 09:12
Penang_lang apolloang buy Ivory far cheaper. Penang people still prefer to stay in Penang island not mainland.
23/08/2018 09:18
Penang_lang HLG TP 85 sen. Sell. Buy Ewein, Ivory cheaper.
23/08/2018 09:33
jibbie Penang house price predicted to drop 10%. Cheaper house = more sales for tambun?

https://www.thestar.com.my/news/nation/2018/09/12/housing-prices-to-drop-by-10-rehda-penang-replacing-the-gst-with-sst-has-reduced-costs/
12/09/2018 09:20
Yippy68 at 95 sen , calvintaneng said can buy, now 78 sen, by right, he should call to silang. but silent"? apa ini?
14/10/2018 11:33
Shines @Yippy this idiot nut cte eat sh*t, his words smelly cant listen one, good ones he ask to sell, bad ones to buy and keep, wait looooong loooooong
09/11/2018 06:21
YuckyChicken value emerging. father and son team very strong. highest was 2.60
21/11/2018 14:54
Chanfang Calvintaneng father and son pseudonym emerging.
22/11/2018 10:15
chamlo QR not out something wrong?
23/11/2018 05:38
chamlo 2017 22nd Nov is latest date to issue QR. This year later worse QR coming?
https://klse.i3investor.com/servlets/stk/annent/5191.jsp
23/11/2018 05:40
dnlt Some numbers from the quarterly report

Date Unbilled Sales Gross Development Value
3/1/2015 443.57 1,200.00
6/1/2015 408.11 1,200.00
9/1/2015 343.22 1,200.00
12/1/2015 324.2 1,430.00
3/1/2016 354.42 1,670.00
6/1/2016 311 1,680.00
9/1/2016 259.6 1,680.00
12/1/2016 196.9 1,440.00
3/1/2017 153.8 1,450.00
6/1/2017 132.78 1,580.00
9/1/2017 95.03 1,160.00
12/1/2017 66 849.00
3/1/2018 48.6 770.00
6/1/2018 31.85 770.00
9/1/2018 19.02 770.00
29/11/2018 09:12
nikicheong But still it's a fundamentally strong company. I wouldn't necessarily buy just yet (not confident that the property market has bottomed out), but if you've been a holder I'd just keep holding. The entire cash position of the company can settle every liability. The value of the land on the books is some 3-4x lower than the actual current market value of the land.

The company has very lean operations and the dividend given out is pretty good over the years.
29/11/2018 15:55
James Ng https://klse.i3investor.com/blogs/general/188064.jsp
[转贴] [TAMBUN INDAH LAND BHD:房地产业的前景仍然充满挑战] - James的股票投资James Share Investing
28/12/2018 11:47


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