THE INVESTMENT APPROACH OF CALVIN TAN

DRB HICOM Through POS Malaysia will be the HUB for all Goods & Services Through ECommerce-Calvin Tan

calvintaneng
Publish date: Wed, 02 Nov 2016, 09:11 PM
calvintaneng
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Hi Guys,

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

Dear Fellow Investors of i3 Investors' Forum:

 

Everyday things are getting clearer and clearer.

The Massive CHINA initiated MARITIME SILK ROAD will make BANDAR MALAYSIA the Transport HUB for millions of people from not only Malaysia but also from Singapore, Thailand, Laos, Cambodia, Vietnam, China, Tibet, Pakistan, India, Sri Langka, Iran, Saudi Arabia, all the continent of Africa & Europe.

China Railway Official Mr. Cai Zemin called BANDAR MALAYSIA a "Glittering Gem" of the MODERN MARITIME SILK ROAD.

And in the Center of it all is MRCB. With Its Vast experience with TOD(Transport Oriented Development) MRCB will make Bandar Malaysia "A CITY WITHIN A SUPER CITY Which KL will one day joined with Singapore in a Massive REGIONAL GROWTH CENTER!

 

Tonight, Calvin Tan Research, will focus again on DRB-HICOM.

Just as MRCB is a TRANSPORT HUB Specialist for MASS MOVEMENT OF PEOPLE,

DRBHICOM will Emerge As A Future HUB For All Goods Delivery in Malaysia & The Asia Pacific Region.

How?

It is through Synergy & Partnership with POS Malaysia. And since the Future is in ECommerce through an Internet Linked Economy of the Future!

As we know now, JackMa's Alibaba  has leapfrogged & overtaken Wanda to be the Richest man in China. All through ECommerce of Alibaba. Alibaba is the Rising Star of China just as Amazon is to America. So POS has a Great future in ECommerce!

 

SEEing this excellent opportunity DRB has partnered & even made POS its subsidiary by taking a further 21% shares of POS to make POS its subsidiary by increasing its share holding to 53%!

 

Let's SEE the smart move of DRB

 

KONSORTIUM LOGISTIK BERHAD

Incorporated in August 1982, Konsortium Logistik Berhad (KLB) was formerly known as Konsortium Perkapalan Berhad or KPB and subsequently changed its name to KLB after it made its debut on Bursa Malaysia on 19 January 1996.

KLB was bought by KL Airport Services Sdn Bhd or KLAS from Ekuiti Nasional Berhad (Ekuinas) on 25 Oct 2013. KLAS is 100% owned by DRB-HICOM Berhad. As at 9 April 2014, KLAS holds 100% shareholding in KLB.

KLB today is one of the leading players in Malaysian logistics solutions that covers multiple segments across the logistics value chain.KLB has domestic & global networks, 1,444 staff strength, 372 prime movers, 2,374 trailers, 1.471 million sq. ft. warehousing facilities etc.

KLB aspires “to be the one-stop provider for integrated logistics solutions” through its strategic business drivers in the:

 

      I.        Automotive Logistics

     II.        Logistics, Distribution & Warehousing

    III.        Haulage & Value Added Services

    IV.        Project Logistics

 

KLB’s main customers’ include PROTON, Perodua, Naza, Petronas, Tenaga Nasional Berhad, Samsung, Nestle, Philip Morris, British American Tobacco and various government bodies.

 

DRB-HICOM MERGES ITS LOGISTICS ASSETS


SHAH ALAM, Thursday, 28 July 2016 - In an Extraordinary General Meeting (EGM) today, DRB-HICOM Berhad (DRB-HICOM) shareholders voted in favour of the disposal of the entire issued and paid-up share capital of KL Airport Services Sdn Bhd (KLAS) to Pos Malaysia Berhad for a total consideration of RM749.35 million to be satisfied via the issuance of 225,030,030 new ordinary shares of RM0.50 each in Pos Malaysia at an issue price of RM3.33 per Pos Malaysia share.

The transaction is seen as DRB-HICOM’s move to strengthen the Group’s portfolio, as well as to consolidate all of its postal and logistics businesses under one umbrella within Pos Malaysia.

“The Group sees the growth of the logistics industry in Malaysia as an opportunity that must be captured immediately. This merged businesses between Pos Malaysia and KLAS will create an end-to-end integrated logistics fulfilment provider encapsulating services such as warehousing, haulage, courier, custom clearance at ports and airports, to cater for both domestic and regional businesses,” said DRB-HICOM Berhad’s Chairman, Brigadier General (K) Tan Sri Dato’ Sri (Dr.) Hj. Mohd Khamil Jamil during the EGM. “This will invariably reduce the Group’s current dependence on the automotive and properties sectors which are highly competitive and more sensitive to economic cycles”, added Tan Sri Khamil. At present, revenue contribution to the Group from automotive and properties sectors account for more than 80%. With this move, it is expected that revenue from the Group’s services sector will increase to about 50% over the next five years.

Currently, DRB-HICOM has a combined warehouse capacity of 1.78 million square feet. In addition, the recent acquisition of DRB-HICOM Asia Cargo Express Sdn Bhd (ACE) also provides an additional platform to complete KLAS’ foothold in the entire logistics eco-system; including air logistics. ACE presently operates two Boeing 737-400 freighters, with plans already in place to expand its fleet to six aircrafts over the next five years.

Tan Sri Dato’ Sri (Dr.) Hj. Mohd Khamil added: “The Group will be well-positioned to provide not only the first and last mile services, but also the intermediate requirements that are needed to establish an efficient integrated logistics solution, particularly in the fast expanding e-commerce sector. This is a strategic shift by Pos Malaysia to mitigate the eroding traditional mail business to remain relevant, similar to major postal organisations globally”.

At the same EGM, the Group’s shareholders also voted in favour to the disposal of part of a freehold industrial land situated in Section 28, Shah Alam to Pos Malaysia for RM69 million to be satisfied via the issuance of 20,720,721 new Pos Malaysia shares at an issue price of RM3.33 per Pos Malaysia share. “This land disposal would allow Pos Malaysia to expand its warehouse offerings in order to become a full-fledged integrated logistics player,” added Tan Sri Khamil.

Upon completion of both disposals, DRB-HICOM’s equity interest in Pos Malaysia will increase from 32.2 % to 53.5%, thereby resulting in Pos Malaysia becoming a subsidiary of DRB-HICOM. For the same purpose, Pos Malaysia will be holding their EGM to seek approval from its shareholders on these transactions on 18 August 2016.
 
   
 
   
 
 
 

 

Ha! What a Very Smart Excellent Move By DRBHICOM.

 

In exchange for 21% of POS shares DRB has injected its Airport & Logistic Services into POS.

Now POS is equipped with planes and a fleet of few thousand trucks & warehouses!

All preparing POS to go Full Force in the provision of Mass Delivery of All Kinds of Goods through ECommerce like Alibaba & Amazon.

 

So here we go:

DRBHICOM WILL EMERGE AS A DISTRIBUTION HUB FOR ALL KINDS OF GOODS IN MALAYSIA.

IN A WORD DRB WILL EMERGE AS A SUPERSALES MAN WITH A SUPER NET WORK OF SERVICE  WAREHOUSING!

AND THE MORE POS/DRB CAN SELL THE HIGHER WILL BE ITS PROFITS.

DRB/POS got an added Push when Pm Najib announced that Year 2017 will be The YEAR FOR ECOMMERCE!!

For this reason POS Might go into JV with JackMa of Alibaba to expand its services worldwide.

 

So let's line it up:

1) PLUS is the Transport HUB for all cars & vehicles with its North South Highway. PLUS might also buy up the EDL(Eastern Dispersal Highway from MRCB)

2) FABER (UEM EGENTA) Is the SERVICE HUB for Highways (Propel) & Hospitals

3) TIME.COM is the FIBER OPTIC HUP FOR ALL INTERNET CONNECTIONS (Time.COM has Miles & Miles of Fiber Optic Cables running North to South Malaysia

 

4) MyEG is the GST HUB of Malaysia

5) MRCB Is The Transport HUB for millions of people & countries in the Modern MARITIME SILK ROAD.

6) DRBHICOM/POS will be the GOODS DELIVERY HUB OF MALAYSIA.

 

THIS IS THE FUTURE!

The SYSTEMS OF COMMERCE HUBS  ARE CREATED TO RECEIVE MAXIMUM WEALTH.

Both MRCB & DRBHICOM are still in its beginnings.

So get in early before prices run away. Or they might be taken private.

 

WARM REGARDS

 

CHEERS!

By Calvin Tan Research

Jurong West, Singapore.

 

Remember: The flow of information precedes the flow of wealth.

Be the First to KNOW & ACT!

 

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Discussions
Be the first to like this. Showing 14 of 14 comments

cresbinvest

Calvintan's buy call on BPURI with latest quarter EPS of 0.39sen, annual EPS with PE10 give you = (0.0039*4)*10 = RM 0.156 (Calvintan did same thing on gadang by looking only at latest quarter)
With his limited knowledge like this, cannot imaging why he still dare to comment.

2016-11-02 21:15

UniC

calvin. dont over promote la. everyday you promote everyday it drop.

2016-11-02 21:17

Tham Leong

Who is this Calvin ....like talking for those co only like DRB drop liao.....

2016-11-02 21:19

calvintaneng

Please read carefully all the secret news to wealth.

The difference between Untold riches or mediocre performance depends on being able to read and discern.

God made us with one mouth & two ears.

So please listen carefully...

In this case read very carefully.

2016-11-02 21:26

kl foong

Over promotion becomes disgusting.

2016-11-02 21:55

calvintaneng

Posted by kl foong > Nov 2, 2016 09:55 PM | Report Abuse

Over promotion becomes disgusting.

Haha!

Repeatition is the law of learning.

Do you remember how you learnt the maths time table?

2x2 = 4

8x3 = 24

9 x 3 = 27.

Ha! For No. 9 the Bible says "9" is the number for forever

So anything x 9 = the sum total of it will always end up with 9

OK, let's start with 9 x 3 = 27

27 = 2 + 7 = 9

So go into more digits

What about 88 x 9?

So 88 x 9 = 792

So 7 + 9 + 2 = 18

18 = 1 + 8 = 9 again!

Try a bigger figure? Say 1,234,567 x 9?

So let's SEE 1,234,567 x 9 = 11,111,103

So 1 + 1 + 1 + 1 + 1 + 1 + 0 + 3 = 9 (Wow! 9 again!)

One final try?

Say 38936722 x 9

So 38,936,722 x 9 = 350,430,498 (This is a huge figure. How now?)

Let's calculate Ok?

3 + 5 + 0 + 4 + 3 + 0 + 4 + 9 + 8 = 36

36 = 3 + 6 = 9 Again!! Yahooo!

Now Maths Teacher tired already!

Lesson over for now

Good night

ZZZZZZzzzzz,,,,.......

2016-11-02 22:10

Lk036

Calvin, r u very sure can go up. U may influence a lot innocent ppl who use their hard earn money n follow your posting. Although we dun know tomolo will up or down but in the past fews day it has proven price are down.

2016-11-03 00:43

PlsGiveBonus

Look at Calvin every week come up with new catchy title
How many company did you buy?

2016-11-03 00:53

Lk036

Tomolo t+3 or 4. If rebound only for a while only. Predict will drop till 1.0, suspect icon already take a rest only share. This is a signal n not worth take the risk.

2016-11-03 00:53

Barclays

Pos Malaysia got great prospects as Malaysian Government is pushing for e-commerce development in Malaysia. Najib just recently met with Alibaba's founder on this purpose to assist Malaysia in such development. A rise in e-commerce sales will definitely boost logistics such as Pos Malaysia's courier service. Pos Malaysia had already poised itself to reap the business opportunities soon to arise rapidly from this expected development. I therefore concur with this Author on the bullish outlook of the stock.

2016-11-03 00:57

Inwest83

Catch Pos before Alibaba!

2016-11-03 07:22

pang72

Pos is uncover gems...buy when many dislike

2016-11-03 07:36

calvintaneng

Posted by hng33 > Nov 7, 2016 02:02 PM | Report Abuse

3 factors to impact drb financial result.

1. Gov Capital injection RM 1.5 billion, increase equity, reduce Drb gearing
2. Swap klsa with Pos stake for RM 890m, enabling Drb to consolidate Pos profit and its cash hoard, reduce Drb gearing
3. Disposal crowin mall for net gain 18 sen/ share, reduce drb gearing

VERY GOOD!

More Favorable Factors for DRB

1) HUGE PROFIT FROM ITS POSITION IN POS
Recent Acquisition of 245 million POS Shares at Rm3,330 Per share
Today POS is Rm4,040

So 4,040 -3,330 = Rm710 x 245 mil

= Rm173.5 MILLION PROFIT FROM THIS NEW INVESTMENT ALONE!

2) DRB ALREADY OWN 32% OF POS SHARES. SO NOW DRB GOT 53.5% POS SHARES
The greatest beneficiary of POS share rise is DRB. Just like QSR benefited from KFC last time.

3) GOVT Implementing DIGITAL ECONOMY FOR YEAR 2017 WILL FURTHER BOOST POS/DRB SYNERGY

4) ALIBABA JACKMA COMING IN MARCH WILL POWER UP POS/DRB

5) JACKMA MIGHT TAKE POSITION IN POS/DRB JUST LIKE HE DID WITH SINGPOST.

6) PM NAJIB GIVING UBER BOOST BY GIVING RM5,000 DISCOUNT FOR PROTON IRIZ WILL BOOST PROTON SALES

7) MOTORBIKE LOAN INCREASED FROM RM5,000 to RM10,000 WILL ENHANCE DRB'S MODENAS BIKE SALES

8) FURTHER INCENTIVE FOR ISLAMIC BANKING WILL SPUR DRB MAUMALAT BANKING SERVICES

9) KIDNAPPING IN SABAH WILL INCREASE PURCHASE & DEPLOYMENT OF DRB 8x8 DEFENSE TANKS

10) RELAXING TOURIST E VISA WILL BOOST DRB KENYIR DAM RESORTS & OTHER ASSETS OF HOSPITALITY

LIKE MULTIPLE STREAMS OF WATER FLOWING INTO KENYIR DAM SO MANY MULTIPLE STREAMS OF INCOME WILL BOOST DRB'S COFFERS!

SEEING THE IMMINENT CHANGE OF FORTUNE CIMB RESEARCH HAS RAISED DRB TARGET PRICE TO RM1.69

SO WHAT ARE YOU WAITING FOR?

DON'T LET THIS SUPER STOCK SLIPS OUT OF YOUR FINGERS!

2016-11-07 15:02

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

DRB HICOM
2.11.2016 MYR 1,20
7.3.2024 MYR 1.35

2 months ago

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