CBIP, ALAM MARTIN, WASEONG & YTL - POWER . 4 Energy Related Stocks of Fire Monkey Year (Calvin Tan)

calvintaneng

Publish date: Tue, 15 Mar 2016, 01:09 AM

1) CBIP

Govt has stated that there will be continual commitment to encourage Oil Palm Industry. Very Good for the future of CBIP. CBIP Has the best extraction method for every drop of precious palm oil. As Palm Oil Prices continues to recover due to Ongoing El Nino & La Nina there will be more business for CBIP. Calvin calls for a Buy on CBIP.

2) ALAM MARTIN

This Company is Well Supported by Govt Linked Petronas. Tabung Haji is the No 2 Top Shareholders of Alam Martin. So expect more Awards After Awards to be chanelled to Alam and keeping it Afloat. Alam should do well among 0&G counters. Just buy on weakness

3) WASEONG

Waseong has now fallen to Multi Year Lows due to EPF relentless selling. This is really dumb. EPF appoints different entities to buy and sell shares all the time. They bought Waseong at much higher price last 2 years. Now they are selling like no tomorrow. This is the best time to buy. Last time EPF sold down Ajiya to Rm1.26. If only they know that Ajiya later power up to a high of Rm4.79

Insiders have been buying & buying while EPF is selling.

Among the more important shareholders that didn't sell are AMANAH SAHAM BUMIPUTRA & TABUNG HAJI

Waseong has more than 1 million acres plantation lands in Congo, Africa - the continent where Oil Palm Trees is native. . 440,000 acres are planted with 3 year old Oil Palm Trees

These 1 over million acres lands were bought around Rm100 millions. Now the Congo franc has appreciated by 25%. So there is deep hidden value in Waseong. While Malaysian Oil Palm Plantations are facing higher labour costs the average monthly wage of a grown man in Congo is only Rm100 per month. So Waseong can really compete.

Another important factor is Waseong's Investments in IGB Shares. It has a Very Substantial Position in IGB. IGB is highly defensive. Note: WASEONG INVESTS IN IGB SHARES THROUGH GOLDIS (Worth Over Rm180 Millions at Current Price)

With great vision Waseong is among the first companies to invest in Myanmar. And Waseong has also set up an entity in Canada where Petronas has already invested Rm12 Billions in O & G ventures.

WASEONG IS A GREAT VALUE BUY.

Note: During Lehman Brothers' Crisis in Year 2008 Waseong Share Price crashed from Rm3.06 in year 2008 to a low of 98 cents in year 2009. Then Waseong rebounded to a high of Rm2.83 in year 2010.

So Just Follow Insiders/Directors to buy more Waseong While It's So Cheap - Brimming with VALUE NOW!

4) YTL-POWER

At Rm1.45 with yearly dividend of 10 cents Waseong gives a decent yield of 6.8% - better than EPF at 6.4%.

Dumb Entities Who Managed EPF Funds have bought Waseong as high as Rm1.90 are now selling it at Rm72 cents(Less than 60%) At this rate how can EPF continues to give more than 6% dividend next year?

Better take out your EPF Monies and Park them in YTL-POWER.

More so because Tenaga National says that there is a Huge Spike in Electricity Usage Due To Very Hot Weather - Airconds everywhere are humming day and night!

This is Very Good News for YTL - POWER as it sells Electricity to TNB & SERAYA In S'PORE.

And with coal, gas & crude prices at all time low YTL-POWER Should be making tonnes of money!

All the above Stocks Deal With Energy. Yes The Fire Monkey Year Will Benefit Energy Stocks the most.

Regards,

Calvin

Please invest carefully. Make or lose according to your own decision and discretion.

Discussions

2 people like this. Showing 7 of 7 comments

Koon Bee

Calvin really working hard but u really make a huge mistake...i wonder do u aware that in malaysia u cannot make a statement to influence ppl withdraw epf money to put into other investment and u cannot make a statement verbally or writing in flyers, email, electronic mean etc to compare other investment will better that epf return ...i already email your comment to EPF board...they might call you or look for you for coffee session...you better prepare to hv a long explaination to epf investigation team.

2016-03-15 07:10

calvintaneng

Good morning,

I want to thank you for your caution. In any case I also want to thank these Sifus who first highlighted these shares to me

1) CBIP
This was recommended to me by the Top Remisier from OSK Johor who is driving a New Merc Benz.

2) ALAM MARGIN
A lady called Angie brought this to my attention

3) WAHSEONG
First recommended by Dr Neoh Soon Kean in his Monthly Digest

4) YTL-POWER
My Johor SIFU's Favourite Stock.
He has tracked this stock for more than 7 years.
He said that Yeoh Tiong Lay has bought up most of the YTL-POWER warrants

Many Thanks & Happy Returns,

Calvin

2016-03-15 08:35

fatty_tang

I don't think Wah Seong has any shareholdings in IGB Corp

2016-03-15 14:16

calvintaneng

Fatty_tang

Wah Seong own IGB Corp Shares Through Goldis.

See THIRTY (30) LARGEST RCPS HOLDERS
No. Name No. of RCPS Held %
1 CIMSEC Nominees (Tempatan) Sdn Bhd 71,946,030 15.79
CIMB for Wang Tak Majujaya Sdn Bhd
2 Tan Chin Nam Sdn Bhd 68,399,471 15.01
3 Wah Seong (Malaya) Trading Co. Sdn Bhd 59,643,500 13.09
4 Tan Kim Yeow Sdn Bhd 36,423,327 7.99
5 HSBC Nominees (Asing) Sdn Bhd 30,374,892 6.67
Exempt an for The HongKong and Shanghai Banking Corporation Limited
6 HSBC Nominees (Asing) Sdn Bhd 30,066,800 6.60
Exempt an for Bank Julius Baer & Co. Ltd
7 Tan Chin Nam Sdn Bhd 12,423,919 2.73
8 Maybank Nominees (Asing) Sdn Bhd 11,448,768 2.51
DBS Bank for Ripley Services Limited
9 Wah Seong (Malaya) Trading Co. Sdn Bhd 10,346,

2016-03-15 20:22

calvintaneng

10 Maybank Securities Nominees (Tempatan) Sdn Bhd 9,217,197 2.02
Maybank Kim Eng Securities Pte Ltd for Tan Kim Yeow Sdn Bhd
11 Wah Seong Enterprises Sdn Bhd 8,440,019 1.85

12 BBL Nominees (Tempatan) Sdn Bhd 7,923,498 1.74
Pledged securities account for Dato’ Tan Chin Nam
13 Maybank Nominees (Asing) Sdn Bhd 7,062,390 1.55
DBS Bank for Timbarra Services Limited
14 Tan Lei Cheng 6,674,738 1.46

15 Dato’ Tan Chin Nam 6,298,761 1.38

16 Amanahraya Trustees Berhad 4,648,000 1.02
Public Smallcap Fund
17 Dato’ Tan Chin Nam 4,627,561 1.02

18 Scanstell Sdn Bhd 4,592,038 1.01

19 Amanahraya Trustees Berhad 4,384,100 0.96
Public Strategic Smallcap Fund
20 Public Nominees (Tempatan) Sdn Bhd 4,125,000 0.91
Pledged securities account for Tan Chin Nam Sdn Bhd
21 BBL Nominees (Tempatan) Sdn Bhd 3,834,843 0.84
Pledged securities account for Tan Chin Nam Sdn Bhd
22 HSBC Nominees (Asing) Sdn Bhd 3,781,700 0.83
Exempt an for Credit Suisse
23 Classlant Sdn Bhd 3,748,956 0.82

24 Tentang Emas Sdn Bhd 3,650,655 0.80

25 Wah Seong Enterprises Sdn Bhd 2,988,405 0.66

26 BBL Nominees (Tempatan) Sdn Bhd
Pledged securities account for Wah Seong (Malaya) Trading Co. Sdn Bhd 2,896,875 0.64

27 Dasar Mutiara (M) Sdn Bhd 2,881,713 0.63

28 Tan Boon Lee 2,848,998 0.63

29 Maybank Nominees (Tempatan) Sdn Bhd 2,685,402 0.59
Pledged securities account for Wah Seong (Malaya) Trading Co. Sdn Bhd
30 Tan Kim Yeow Sdn Bhd 2,318,397 0.51
Analysis Of Shareholdings As At 31 March 2015 (cont’d)
162 GOLDIS BERHAD (515802-U)
DIRECTORS’ RCPS HOLDINGS
N

2016-03-15 20:22

calvintaneng

WASEONG IS IN TOP

3) With 59 Million Goldis Shares

9) With 10 million shares

11) With 8 million shares

25) With 3 million Goldis Shares

And Goldis In turn is the No 1 Top Share Holder of IGB

2016-03-15 20:25

calvintaneng

ANOTHER MIND BOGGLING REVELATION

WASEONG OWN MORE THAN 1 MILLION ACRES OF PLANTATION LANDS IN CONGO

Top 10 List of Properties
as at 31 December 2014
Title/Location
Description/
existing use
Approximate
age of the
building
Approximate
land/built-up
area Tenure
Audited NBV
as at
31.12.2014
RM
Federal Territory of Cuvette & Sangha
Republic of the Congo
Oil palm plantation land
& infrastructures
N/A 470,000 hectares Leasehold 60 years expiring
on 17 May 2069
101,525,307

470,000 hectares = 470,000 x 2.471 acres = 1.161 MILLION ACRES!!

KKIP Timor, Industrial Zone 13
General Industrial Zone
Kota Kinabalu Industrial Park
Mile 15 Jalan Telipok, Telipok
Kota Kinabalu, Sabah
Industrial land
with factory and
office building
7 years 22 acres
(Land)
232,956 sq ft
(Building)
Leasehold 99 years
expiring on
31 December 2098
62,730,889
Geran No. 32543, 32544, 32546 and 32547
Lot No. 1929, 1930, 1944 and 1945
Geran No. 32545, Lot No. 1943
Daerah & Mukim of Klang
Negeri Selangor Darul Ehsan
Industrial land
with office and
factory building
Industrial land
9 - 10 years
N/A
18 acres (Land)
40,425 sq m
(Building)
4 acres
(Land)
Freehold 40,021,183
Geran Mukim 2327, 2805, 2806, 2315, 2328 and 2323
Lot No. 512, 513, 514, 515, 1284 and 2347
Mukim Teluk Panglima Garang
Daerah Kuala Langat
Negeri Selangor Darul Ehsan
Agricultural land N/A 24 acres Freehold 38,035,908
Lot. A to D and Pasdec Land Lot AA
Kawasan MIEL Tanjong Gelang
Kuantan, Pahang Darul Makmur
Industrial
land
N/A 127 acres Leasehold Lot A to D
expiring on 8 November 2109
Leasehold title Pasdec Land
Lot AA yet to be issued
28,984,255
Sub Lot 2, Kawasan
Perindustrian MIEL
Gebeng, KM25
Jalan Kuantan-Kemaman
P.O. Box 140
25720 Kuantan
Pahang Darul Makmur
Industrial
building
12 - 23 years 55,565 sq m Leasehold 99 years
(leasehold title yet to be
issued)
27,406,884
KKIP Timor, Industrial Zone 10
General Industrial Zone
Kota Kinabalu Industrial Park
Mile 15 Jalan Telipok, Telipok
Kota Kinabalu, Sabah
Industrial land
for storage
N/A 30 acres Leasehold 99 years
expiring on 31 December
2096
20,604,685
PKNP Land Lot Fiz
Kawasan Perindustrian Fiz
Tg Gelang, Mukim Sg. Karang
Kuantan, Pahang Darul Makmur
Industrial
land
N/A 36 acres Leasehold 99 years
expiring on 19 December
2096
20,268,359
HS(D) Nos. 40386, 40387 and 39789
PT No. 18, 19 and 1554
respectively Mukim 1
Seberang Perai Tengah
Pulau Pinang
Industrial land
with office
and factory
building
14 - 31 years 97,896 sq m
(Land)
24,009 sq m
(Building)
Leasehold
Lot P.T Nos. 18 & 19
expiring on 31 January 2039
Lot P.T Nos. 1554
expiring on 5 June 2046
19,477,506
P.T. No.11443 held under title H.S. (M) 9613
Section 13 Mukim of Kajang
District of Hulu Langat
Lot 4 Jalan P/2A seksyen 13
Kawasan Perindustrian Bangi
43650 Bandar Baru Bangi
Negeri Selangor Darul Ehsan
Factory building 20 - 34 years 16,828 sq m Leasehold 99 years expiring
on 29 September 2086
13,996,386

174Wah Seong Corporation Berhad • Annual Report 2014
a

2016-03-15 20:31

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