THE INVESTMENT APPROACH OF CALVIN TAN

Mphb CAPITAL Versus I CAPITAL Biz - A TALE OF 2 INVESTMENT FUNDS

calvintaneng
Publish date: Fri, 29 Jan 2016, 09:31 AM
calvintaneng
0 1,854
Hi Guys,

I have An Investment Approach I which I would like to all.

Mphb CAPITAL is An Investment Fund Just Like I CAPITAL Biz

Both Employ CAPITAL for Investments

For I CAPITAL Biz it invests in Securities of KLSE. Among the shares in its portfolio are PIE, Parkson, Padini, Boustead, Vitrox, Wellcall, MSC, Suria, Tong Herr and F&N.

MphbCapital invests in

1) Investment Securities (Inside and Outside Malaysia)

2) Investment Properties (All in hottest prime, prime locations of KL Golden Triangle, Penang, Selangor & Iskandar)

3) Money Lending (Provision of Financial Assistance like Banks)

4) 2 Hotels - Flamingo Hotel Penang & Ampang

5) Oil Palm Plantaions (1,800 acres in Pengerang)

6) Joint Venture with BRDB in Housing Developments

7) Insurance Company

8) CASH of 74 Cents A Share.

 

As You can SEE. The Investments of Mphb CAPITAL IS WELL DIVERSIFIED.

It acts like an Investment Fund but it has not only the Nature of An Investment Fund alone.

It also look like a Bank because it lends money for interest since IT IS CASH RICH

And it has no liabilities like LionFib (Cash must take care of other losing businesses of Lion Group)

Or Facb Ind (Cash needed to save KBunai)

So free from encumberances Mphb's  CAPITAL (CASH)  is Solely Used to make more money for all shareholders.

What are the worth of its Investment Securities?

In the latest quarterly report it is stated that it has

1) Non Current Investments

Rm379,764,000

2) Current Investments like Magnum shares and others

Rm405,265,000 (Big Improvement from past quarter of Rm113,900,000)

Total Investments in Securities = Rm785,029,000 or Rm1.09 A Share

Then It Has CASH (PURE CASH) In BANKS of Rm530,685,000

or 74 Cents A Share.

So just the Investment in Securities & CASH IN BANK Alone is worth

Rm1.09 + 74 cents = RM1.83

So at Rm1.42

You are buying Mphb CAPITAL at a Cash Discount of 23%

What about the 2 Flamigo Hotels (You Got It FREE!!)

The Rm700 Millions in Investment Properties (ALSO FREE!!  ALL FREE!!!)

The Insurance Business (FREE BONUS!!!)

The Credit Money Lending Business (ALSO FREE!!)

The 1,800 ACRES OF BIOLOGICAL ASSETS (OIL PALMS)  ALSO FREE!!!

 

WOW! SO MANY, MANY FREE THINGS I CAP BIZ DON"T HAVE

No Wonder Dato Lim Tiong Chin is Buying and Buying Up Mphb CAPITAL Shares like no tomorrow!

Who is this Dato Lim?

He was with AA Anthony for 12 years as Managing Director from 2001 to 2013 (Now UOB Kayhian)

And Dato Lim is in charge of The Investments of Mphb CAPITAL. 

He owns a total of 8.9 MILLIONS Mphb CAPITAL Shares while Tan Teng Boo owns little or no shares in ICap biz

While I Cap biz is paying Millions Rm to TTB Mphb CAPITAL 6 Directors only get a combined yearly fees of Rm240K

So While ICapbiz may be well known & MphbCapital obscure Discerning Intelligent Investors will definitely sell ICapBiz and switch to MphbCapital as soon as they SEE the true picture.

 

 

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calvintaneng

Noteworthy Notes:

While All Banks Will Be Impacted by slowing economy

Mphb CAPITAL is ROCK SOLID IN CASH : 74 CENTS A SHARE

ROCK SOLID IN INVESTMENT SECURITIES : RM1.09 A SHARE

ROCK SOLID IN PROPERTY INVESTMENTS (IT GOES INTO JOINT VENTURE WITH BRDB)

The Super Link Houses in Rawang (Rm900,000 a unit) All non bumi lot ALL SOLD OUT. With BRDB providing the Funds to build there is little risk to Mphbcap but LOTS TO GAIN (BRDB is the very successful developer for Taman Mutiara Rini in Skudai (Johor)

ROCK SOLID INSURANCE BUSINESS. Insurance is Recession proof. Needs little overhead. Warren Buffet likes Insurance Companies. Example is Geiko.

ROCK SOLID HOTEL BUSINESS IN PRIME LOCATIONS
Flamingo Ampang only 5 minutes from Petronas Twin Towers
Flamingo Hotel Penang in Tanjung Bungah (Affluent enclave)

Mphb CAPITAL IS THE MOST DEFENSIVE, MOST UNDERVALUE STOCK NOW

BETTER RUN TO IT FOR YOUR SAFETY!!

Regards,

Calvin

2016-01-29 10:09

calvintaneng

LAST CALL! LAST CALL!

RUN TO SAFETY!!

2016-01-29 10:26

Julietzhu

Bought some already. No more cash even interested. Up up up.

2016-01-29 14:06

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