Dear value investors,

Landmark Berhad(1643)  ,a lifestyle wellness resort player, may going to bloom soon and deserve a close look.

With GDV of atlease RM12 billion,the Treasure Bay Bintan(100% owned by Landmark Berhad) was aggresively ramping up its product launching activities.Since early  2016,TBB had launched several products included but not limited to,crystal lagoon,100 tents of THE CANOPI glamping,The Patio bar and restaurant,and activities center.

Very soon,we should witness more decisive products launching that should generate huge market interest,including marine life park(should open on 2nd quarter this year at latest) ,game changing product Chiva-Som Bintan(multi award wining wellness resort),and 1000 unit of theme resort name The Village.

When all products stated above come into play,Treasure Bay Bintan will generate substantial recurring income and cash flow to Landmark berhad.In fact,with tourism visitors and revenue per visitor keep growing,Landmark was on track to achieve positive financial result in FY 2018.

And bear in mind,what we discuss above was only Phase 1 of Treasure Bay Bintan(90 hectare).Upon completion,Treasure Bay Bintan should continues to strives for phase 2 and phase 3 development plan,monetization of remaining landbank(which worth atlease RM1.5billion) should also take place.

At 83cen per share,Landmark was valued at RM439 million,means the company only traded at 0.24x of its NAV,merely 15% above its historical low,this is not justify given Landmark already past through the worst time and long awaited upcycle was just around the corner.

I am not asking you to buy landmark immidiately but encourage you to have a close look on this company especially if you was value investor.

As for speculators,Landmark might not the one that you looking for.

Based on my research, i will say Landmark was a very interesting company,i wish i could share everythings i know about this company but unfortunately i was a bit busy this week,i shall share more information and research about Landmark when i able to do so.

See you soon.

The Facts of Landmark Berhad:

--Associate company of Genting Berhad,Genting was the single largest shareholder who owned 30% stake.

--NTA of RM3.34,backed by quality landbank and substantial income generating assets in Treasure Bay Bintan.

--Healthy balance sheet,debt/equity ratio as low as 0.05x

--Traded at 0.24x of NAV,15% above historical low

--After 8 year of preparation work and started up losses,gestation period of Treasure Bay Bintan is finally over.

--Marine life Park is expected to open during 1st half 2018,Landmark expect the new attraction will be a big hit amongs visitors to Bintan island.

--Recurring income generated by Treasure Bay Bintan keep raising sharply,high possibility of return to black  in 2018.

--Tourism visitors to Bintan Islands enjoying high double digit growth rate,benefiting Treasure Bay Bintan as well as Landmark Berhad.

--New international Bintan airport will be ready by next year,provide direct flight services to international visitors.the new airport, with capacity to fetch one million passengers to bintan per year,was a big catalyst to the whole bintan island,new airport only 30 minute away from Treasure Bay Bintan.