Extracted from DRB Forum:
Posted by calvintaneng > Nov 2, 2016 12:14 PM | Report Abuse X
Posted by Lk036 > Nov 2, 2016 12:05 PM | Report Abuse
Predict no election soon as najis always lucky even problem solve by itself when he remain silent. Subsidy cut, glc all drop, USA uncertainty , a remain silent person will alway wait for last minutes. Election mis 2018 or maybe no election.
Calvin replies:
Cannot be no Election by Mid 2018. Every 4 years in Malaysia's history this has been the norm.
Pm Najib has only 18 months before GE14. And GLC stocks won't go up over night. It takes time. And I think from now to next few weeks when he returns from China he will announce more jobs for MRCB, DRB and other GLC Linked Companies.
Next year all consumer stocks will be hit hard as 6% GST continues to bite, petrol price rise without subsidy & cooking oil price rise will cause more hardship. In view of these
1) Better sell all consumer stocks
2) Also sell consumer discretionary stocks like cscsteel and others
3) Also avoid all bank stocks
4) Real estate also might be affected.
Only stocks to buy are those supported by Govt pump priming - Especially All Govt Linked GLC Stocks
Excerpts from MRCB Forum
ding dong ....yes but at early stage on bandar malaysia...and sofar mrcb has book oder around GDV rm50bil for next 5 years....(this is more or less look like gadang which had kl kajang lrt etc in 2013 and was 80cent and now around rm3 but mrcb has biger projects today@rm1.36)
Created by calvintaneng | Jul 15, 2024
Created by calvintaneng | Jul 12, 2024
Created by calvintaneng | Jul 10, 2024
Posted by John Chang > Nov 2, 2016 12:47 PM | Report Abuse
Pmcorp when up?
John Chang (Pm Corp is Rock Solid)
For Pm Corp wait for Divorce case to settle. For coming thematic play it will be centered around Construction stocks - especially those Govt Linked GLC ones. After making more money from this GE14 Linked Bull Run then buy more Pm Corp later.
2016-11-02 12:52
koonbee,
all those are deep value stocks for longer term
Now Calvin has discovered a new secret
The secret is called Thematic Stock Play
1. For water theme play Calvin chose the best water stocks called Jaks
Jaks jumped from 40 cts to over Rm1.20(up 200%)
All who followed Calvin buying Jaks the jumping stock made 200%
So sorry for koonbee. Your concorp is a dead from. So cannot jump.
2. When govt got less revenue from Petronas Calvin called for a buy on MyEG. MYEG JUMPED FROM RM2 To RM 4 and split(up 100%)
3. Then ringgit crashed Calvin called for buy on export stocks like Pohuat(power huat). Power huat powered to Rm3.80 and split ((up 200%)
4. And oil crash good for plastics. So Calvin called for a buy on Super Enterprize. Super turned superman and flew to Rm3.80. Then taken private. Up 200%
So there is a thematic secret play all along.
NOW KOON BEE BETTER GO WITH THE FLOW
COMING THEME PLAY IS REVOLVING AROUND GLC GOVT LINKED STOCKS LIKE MRCB AND DRB
SO GET IN EARLY WHILE STILL CHEAP
CALVIN CARES FOR KOON BEE
2016-11-02 13:31
John Chang
Pmcorp when up?
2016-11-02 12:47