THE INVESTMENT APPROACH OF CALVIN TAN
TDM (2054) THE NEXT TMAKMUR : POTENTIAL TO RISE 100% to 200% BY ECRL BOOSTER, Calvin Tan Research
calvintaneng
Publish date: Wed, 03 Apr 2019, 12:03 PM
calvintaneng
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Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
Hi guys,
April is here! So is the ECRL (East Coast Rail Link) final signing!
Calvin has highlighted 6 stocks that might benefit from ECRL restoration - AZRB, T7 Global, Lafarge, Prestar, Masteel & TalamT
Now 2 more Stocks are destined to do very well if ECRL is on again -
1) TDM stands for Trengganu Development, Malaysia
Having bulk of its Oil Palm Plantations in Trengganu & 2 Big Hospitals (In Kuantan & Trengganu) TDM Assets will benefit the most compared to many other companies when ECRL is signed
Why will TDM Assets price rise?
Answer:
These are the Advantages of a Direct Rail Link from Port Klang to the Eastern States of Pahang, Trengganu & Kelantan
a) Huge Saving of time & money
See this map
Distance from Klang to Kuantan
Distance from Klang to Kuantan is 225 kilometers. This air travel distance is equal to 140 miles.
The air travel (bird fly) shortest distance between Klang and Kuantan is 225 km= 140 miles.
If you travel with an airplane (which has average speed of 560 miles) from Klang to Kuantan, It takes 0.25 hours to arrive.
Of course it is not cheap to send by Land Route compared to Sea Route
NOW NO MORE. WITH THE ECRL BELOW THE COST SAVING AND TIME SAVING WILL BE HUGE
ECRL TRAIN WILL TRAVEL HOW FAST PER KM?
See this
https://www.channelnewsasia.com/news/asia/malaysia-east-coast-rail-link-game-changer-cancellation-11239336
THE ELECTRIC TRAIN ON ECRL WILL TRAVEL AT THE SPEED OF 160KM PER HOUR
SO TRAIN FROM KLANG SHOULD REACH KUANTAN PORT WITHIN 2 HOURS (For Road Haulage due to Undulating High land & Low land of KL - Kasrak Stretch It takes more than 5 Hours for Heavy Trailers Transporting Goods Across & also more expensive.
RAIL LINE WILL CUT COST OF TIME & SAVINGS
What about Sea Route?
Although Shipping by Sea Route is cheap each KM (About 50% of Train Cost) The Distance being 800 Km compared to Traind route of 225 Km it is STILL VERY MUCH CHEAPER FOR TIME AND COST AT THE BOTTOM LINE
Let's do a simple calculation
Travel by Rail Statistically 225/160km = 1 hour 40 minutes
Travel by Sea (Ship travels at only 37 kph... So 800 divides by 37 = 21.6 Hours
If you pass by the Straits of Singapore ships will have to slow down to only 22km per hour as 1,000 Ships of all sizes pass by this 2 km narrow passage daily
See
SO TRAVEL TIME BY SEA FREIGHT FROM PORT KLANG TO KUANTAN PORT TAKES ONE DAY BUT BY ECRL IT TAKES ONLY 2 HOURS
WHAT ABOUT ITS COSTS
TAKE RM10 PER KM (for example)
IT COSTS MORE THAN DOUBLE BY RAIL COMPARED TO SEA ROUTE
BUT AT 225 KM IF X 2 = 450 AND X BY RM10 = RM4,500
AND BY SEA AT 800 KM X RM10 = Rm8,000
SO THERE IS A SAVING OF Rm3,500 or about 44%
This is only an estimated example.
BUT IT IS DEFINITELY VIABLE AS THE ECRL IS PART OF CHINA'S MARITIME SILK ROUTE (AND CHINA ALREADY HAS FEW THOUSAND YEARS EXPERIENCE WITH THE OLD SILK ROAD TRADE FOR MANY CENTURIES
DEFINITELY IT MAKES BUSINESS SENSE OR ELSE CHINA WOULD NOT SPENT RM5 TRILLIONS FOR THE NEW LAND AND SEA SILK ROUTE OF THIS MODERN TIME!!
NOW THE BIG QUESTION IS IF ECRL IS ON AGAIN WHY TRENGGANU WILL BENEFIT SO MUCH
THE ANSWER IS OBVIOUS
TDM HAS BULK OF ITS PLANTATION LANDS IN TRENGGANU. AND THEY ARE BOUND TO APPRECIATE IN VALUE. ALSO 2 HOSPITALS... ONE IN TRENGGANU & ONE IN KUANTAN CAPITAL
SEE HOW STRATEGIC TRENGGANU LIES ALONG THE ECRL ROUTE
WHAT OTHER ADVANTAGES APART FROM SAVING OF TIME & MONEY FOR TDM?
THE EASTERN STATES OF TRENGGANU, PAHANG & KELANTAN ARE KNOWN TO HAVE FLOODS DURING THE NORTH EAST MONSOON. MANY ROADS ARE CLOSED TO TRAFFIC AND IMPASSABLE. WITH THE ECRL THE ENTIRE REGION WILL BE OPEN FOR BUSINESS & TRAVELING EVEN DURING MONSOON SEASON
ALL THESE AND MORE WILL UPLIFT THE ASSETS OF TDM
ASSETS OF TDM?
AT 17.5 SEN WITH NTA OF 66 SEN TDM IS SELLING AT A WHOPPING 74 DISCOUNT TO NTA
A LOOK AT ITS NET ASSETS SHOW 4 HOSPITALS
ALL LOCATED IN PRIME AREAS OF TAMAN DESA, KL, PETALING JAYA, TRENGGANU & KUANTAN. HOSPITAL ASSET VALUE ALREADY MATCH TDM BORROWINGS OF RM400 MILLIONS. LEAVING SURPLUS OF MANY PRECIOUS OIL PALM ESTATE LANDBANKS
AND THESE ESTATES ARE CERTIFIED PLUS TDM ALSO TOOK THE TROUBLE TO PROCESS WASTE INTO FERTILIZER
THIS VALUE ADD WAS ALSO DONE BY TMAKMUR WHEN THEY REAR COWS/GOATS IN THE OIL PALM PLANTATIONS
A PRO ACTIVE MANAGEMENT LIKE TMAKMUR WAS TAKEN PRIVATE. NOW CALVIN SEES THE SAME DILIGENCE & INDUSTRY IN TDM
NOT ONLY CALVIN SEE
DR> NEOH SOON KEAN, THE GREAT SIFU ALSO SAW THE POTENTIAL IN TDM. HIS FUND - DYNAQUEST IS IN TOP 30 HOLDERS OF TDM AS WELL AS HIS OWN MONEY ALSO INSIDE - UNDER NEOH CHOO EE (BOTH ARE IN TOP 30 HOLDERS OF TDM SPEAK VOLUMES
SEE (GO TO TDM ANNUAL REPORT)
UNDER TOP 30 HOLDERS
Comining in at Top 11. Neoh Choo Ee & Company, Sdn. Berhad 6,246,640
Coming in at Top 28. Dynaquest Sdn. Berhad 1,475,740
SO BULLISH IS DR. NEOH ON TDM THAT HE BOUGHT 1.475 MILLION TDM FOR HIS DYNAQUEST FUND INVESTORS.
WHILE HE HIMSELF IS EXTREMELY BULLISH TO PUT EVEN MORE OF HIS OWN MONEY UNDER NEOH CHOO EE (HIS OWN PERSONAL COMPANY) AT 6.246 MILLION TDM SHARES
AT 17.5 SEN CALVIN HAS A TARGET PRICE OF 50 SEN FOR TDM WHICH IS SLIGHTLY BELOW 200% UPSIDE
HAPPY INVESTING
BEST REGARDS
Calvin Tan Research
Singapore
COMING UP NEXT
WRITE UP ON MAJU PERAK.
SO TRAVEL TIME BY SEA FREIGHT FROM PORT KLANG TO KUANTAN PORT TAKES ONE DAY BUT BY ECRL IT TAKES ONLY 2 HOURS
More articles on THE INVESTMENT APPROACH OF CALVIN TAN
MORE TOP VALUABLE INVESTMENT SECRETS MY JOHOR SIFU TAUGHT ME (Part Two), Calvin Tan
Created by calvintaneng | Mar 11, 2023
Discussions
Be the first to like this. Showing 33 of 33 comments
If someone could give us a brief outline of TDM's recent financial performance. Would be very useful.
2019-04-04 07:04
Good morning
I told Uncle Koon, I think in year 2014, to sell off Jtiasa because I saw shale oil hammering crude oil leading to the decline of biodisel which will impact palm oil.
Jtiasa was sold down by Uncle Koon in no time and collapsed to rm1. 00
For the past years since 2014 crude oil has fallen the the low of USD27 per barrel.
That also continues to impact biodisel.
If crude is cheap there is no incentive to use palm oil as biodisel. Not only palm oil stocks suffered. Tekseng which manufacture solar panel also suffered as a result as there is no reason to use expensive solar panel then. I told Wahahaha to sell off all Tekseng above RM1. 00 and I was right
However, Wahahaha took offense and attacked me in Drb when Drb was below Rm1. 00
At long last Drb reached rm2. 00 and Tekseng dropped 70% to below 30 sen and Wahahaha disappeared
Now that Brent crude oil is reaching Usd70 again plus ringgit also collapsed from rm3. 30 to Rm4. 07..palm oil will once more be feasible for biodisel use.
So just as Calvin turned bullish on Carimin on Jan 2018....now I am getting more bullish on oil palm stocks again
Other reasons are China banning canola oil from Canada as they arrested Huawei boss daughter
China promised to buy more cpo from Malaysia
Russia also buying cpo from Malaysia because Malaysia bought Russian planes
India has reduced tax on cpo import
Both Indonesia and Malaysia are using more cpo as biodiesel.
China and India facing acute Air pollution might use more clean tech biodiesel
Euro banning biodiesel use is a misunderstood thing.
They didn't ban biodisel use outright.. They only withdraw subsidies by year 2030
Year 2030 is still 11 years away! So they are still using cpo as biodiesel for next 10 years
There is more worry that Malaysia might run out of oil in 10 years than EU removing subsidies for biodiesel in 10 years time.
So now is the time to turn bullish on Tdm
Tdm has 3 plans now
1. Plan A
Palm oil as the main business. Encouraged by Trengganu Govt its cpo are certified and qualified
It has also followed Tmakmur type of management by utilising assets to the full without wastage by converting palm waste into fertilizer
Being a Trengganu Govt stock it receives free land grants for oil palm cultivation at minimal cost. Trengganu Govt can support Tdm due to over RM1 billion oil revenue from PH Govt as promised in the election manifesto
2. Plan B
Tdm has invested into 4 medical hospitals in prime locations of Tmn Desa, Petaling Jaya, Trengganu and Kuantan. Almost rm400 millions are invested which equal to its borrowings. So they borrow for productive businesses. All the hospitals are growing steadily by virtue of natural growth and progress.
3. Plan C
Plan C is not in the plan but Ecrl will be an impetus to spur its growth and value
Almost all the major assets of Tdm are located in Trengganu and ECRL rail link is passing right across the entire state of Trengganu to Tok Bali in Kelantan which will turn into an oil hub and also a major exporting importing transit hub for oil, goods and people
Tdm.. Now going at all time low...
Buying Tdm at 19 sen is just like buying Carimin at 39 sen
2019-04-04 07:55
Carimin also suffered losses when Calvin called for a buy on Carimin at 39 sen
We invest we future prospect in view not on past bad quarters
2019-04-04 08:30
Calvin also hard sell Carimin at 39 sen
Why not TDM at 19 sen? TDM share price 10 year high was 95 sen so now is very cheap
2019-04-04 08:33
Calvin sounded CARIMIN way before KYY bought into it. Calvin able to see things before others do.
2019-04-04 08:47
SC will investigate and find all the FACTS AND FIGURES CALVIN GAVE ARE WELL SUPPORTED AND SUBSTANTIATED BY EVIDENCE
THERE IS NOTHING FAKE BUT ALL ROCK SOLID TRUTH!!!
2019-04-04 08:49
Malaysia exporting over Rm2 Billions worth of Palm oil to China
https://www.thestar.com.my/business/business-news/2019/03/04/malaysia-to-export-us$891m-of-palm-oil-to-china/
2019-04-04 09:01
INDONESIA BIODIESEL FROM PALM OIL
https://goldenagri.com.sg/b20-biodiesel-mandate-a-lifeline-for-indonesias-palm-oil-sector/
2019-04-04 09:03
MALAYSIA USING MORE BIODIESEL
https://www.businesstimes.com.sg/energy-commodities/malaysia-to-double-palm-oil-used-in-transport-biodiesel-to-20-in-2020
2019-04-04 09:04
India cut tax on palm oil
https://www.nst.com.my/business/2019/01/445996/india-cuts-tax-palm-oil-imports-malaysia-gain-most
2019-04-04 09:05
Malaysia aims to double palm oil sales to Russia
http://www.mpoc.org.my/sub_page.aspx?ddlID=c0e40c71-fa2e-407d-99db-81f4df018856&catid=c0e40c71-fa2e-407d-99db-81f4df018856&id=
2019-04-04 09:07
https://www.thehindubusinessline.com/markets/commodities/palm-oil-prices-to-rise-in-2019-on-robust-demand/article26081528.ece
Palm oil prices to rise in 2019 on robust demand
2019-04-04 09:11
Seems like palm oil industry going in for a turnaround leh! Thanks for the info unker Calvin
2019-04-04 15:03
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/200947.jsp
calvin new favorite counter.
2019-04-04 16:34
you wrote so much articles especially these two weeks without non stop until i cannot see the other writers. i wonder how long you spend time front of your laptop/pc everyday for come out with those articles.
2019-04-04 20:56
buzzly you wrote so much articles especially these two weeks without non stop until i cannot see the other writers. i wonder how long you spend time front of your laptop/pc everyday for come out with those articles.
04/04/2019 8:56 PM
Sorry that I took up so much space.
It takes me about 1 to 2 hours to put my findings & thoughts into each article. But i did alot of reading when i am free.
2019-04-04 22:17
30 Largest Securities Account Holders For Ordinary Shares As At 22/03/2018
No. Name No. of Shares Held %
1 Terengganu Incorporated Sdn Bhd
(A/C No: 098-001-045464245) 766,795,843 46.25
2 Terengganu Incorporated Sdn Bhd
(A/C No: 087-055-045755196) 245,921,610 14.83
3 Kumpulan Wang Persaraan (Diperbadankan) 148,605,950 8.96
4 Citigroup Nominees (Tempatan) Sdn Bhd
Exempt AN For AIA Bhd. 42,184,810 2.54
5 Lembaga Tabung Amanah Warisan Negeri Terengganu 23,482,107 1.42
6 Amanahraya Trustees Berhad
Public Strategic Smallcap Fund 14,828,660 0.89
7 Citigroup Nominees (Asing) Sdn Bhd
CBNY for Dimensional Emerging Markets Value Fund 13,722,720 0.83
8 Citigroup Nominees (Asing) Sdn Bhd
CBNY For Emerging Markets Core Equity Portfolio DFA Investment Dimensions Group Inc 9,189,730 0.55
9 Amanahraya Trustees Berhad
Public Islamic Select Treasures Fund 6,777,480 0.41
10 Amanahraya Trustees Berhad Public
Islamic Treasures Growth Fund 6,331,600 0.38
11 Neoh Choo Ee & Company, Sdn. Berhad 6,246,640 0.38
12 Citigroup Nominees (Asing) Sdn Bhd
CBNY For DFA Emerging Markets Small Cap Series 4,725,420 0.29
13 Eng Bak Chim 4,631,000 0.28
14 UOB Kay Hian Nominees (Asing) Sdn Bhd
Exempt AN For UOB Kay Hian Pte Ltd (A/C Clients) 4,133,880 0.25
15 Kumpulan Pengurusan Kayu Kayan Trengganu Sdn Bhd 3,140,016 0.19
16 Megategas Sdn Bhd 2,938,610 0.18
17 Amanahraya Trustees Berhad
Public Islamic Opportunities Fund 2,860,600 0.17
18 Citigroup Nominees (Asing) Sdn Bhd
Exempt AN For OCBC Securities Private Limited (Clients A/C -NR) 2,563,550 0.15
19 Tai Tsu Kuang @ Tye Tsu Hong 2,420,000 0.15
20 Chung Chin-Fu 2,356,860 0.14
21 Soon Lian Huat Holdings Sdn. Berhad 2,233,000 0.13
22 Wong Shew Yong 2,220,790 0.13
23 Yeong Cherng Sdn Bhd 1,980,000 0.12
24 Maybank Nominees (Tempatan) Sdn Bhd
Pledged Securities Account For Tan Boon Huat 1,918,310 0.12
25 Pretam Singh A/L Chanan Singh 1,675,630 0.10
26 Low Geat Hong 1,662,700 0.10
27 Cheng Gek Hong 1,491,890 0.09
28 Dynaquest Sdn. Berhad 1,475,740 0.09
29 Ti Geok Chiam 1,333,930 0.08
30 Tan Hock Kien 1,306,450 0.08
TOTAL 1,331,155,526 80.28
2019-04-04 23:42
HI GUYS
STALE BULL MUST BE CLEARED BY NEW INVESTORS TAKING OVER FIRST
AFTER THAT VALUE INVESTORS WILL CONTINUE TO SEE VALUE AND BUY UP ALL CHEAP TDM SHARES
FOR DESTINI IT HAS MOVED UP FROM ITS LOWS AND RESTING. GOOD RESULTS SHOULD PROPEL IT UP AGAIN.
FOR TDM IT IS VERY CHEAP AND OVERLOOKED DUE TO CPO DOWNTURN
FEW PEOPLE ARE AWARE OF THE CO-RELATION BETWEEN CRUDE OIL AND CPO
THE COLLAPSE OF CRUDE I YEAR 2014 CAUSED THE COLLAPSE OF CPO INDIRECTLY (BIODIESEL PRICE RISES OR FALLS WITH CRUDE OIL)
SO THE REVIVAL OF CRUDE OIL WILL ALSO REVIVE CPO PRICES AGAIN
2019-04-05 08:04
Posted by calvintaneng > Apr 4, 2019 2:55 PM | Report Abuse
MAJU PERAK (8141) MAJULAH PERAK BY GEELY - PROTON PARTNERSHIP IN EXPANSION & GROWTH, Calvin Tan Research
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/200947.jsp
2019-04-05 08:34
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