THE INVESTMENT APPROACH OF CALVIN TAN
The whole world stocks might take a rest but not Malaysia's KLSE ( Calvin Tan Research of Singapore)
calvintaneng
Publish date: Sat, 18 Mar 2017, 01:23 PM
calvintaneng
0 1,844
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.
The whole world stocks might take a rest but not KLSE
why?
These are the answers,
1) KLSE now 1,745 points. But the Ringgit has crashed by 33% against US Dollar since year 2012. So in USD Term Bursa Index is only 1,169 points. This makes Malaysia a laggard with the greatest potential for upside.
2) Foreign Funds had sold off Rm30 Billions KLSE shares for the last 2 years. Only now they are coming back in trickles. Expect more Foreign inflows now.
3) More booster as Credit Suisse is now issuing buy call for Malaysia
See
http://www.thestar.com.my/business/business-news/2017/03/17/10-reasons-why-credit-suisse-constructive-on-malaysia/
4) Malaysia is now in Election GE14 Year. All the machinery of BN will be utilized to prop up KLSE in a feel good factor to garner votes. So expect better days ahead for KLSE
5) Malaysia is purported to have a growth rate of 4.5%. Plus dividend yield of around 4% to 5%. This is excellent in a world of zero or negative growth.
6) TRUMP's US1 Trillions (RM4.45 Trilllions) Massive Infrar Projects are reflationary - therefore great for all commodities exporting nation like Malaysia.
7) Malaysian rural areas are now buffered up with rising Rubber & CPO prices. Rubber has doubled in prices. So is FFB (Fresh Fruit Bunches) almost Rm700 a M/Tonne (last year only Rm400 plus) So more incomes mean more demand for goods. And Malaysia should do well. Crude oil also recovered from USD30 to USD50. Petronas good dividend this year will give impetus for Malaysia Govt Infrar spending.
Saudi Aramco USD7 Billions jv with Petronas in RAPID also free more cash flow.
8) Last friday's 5 Billion shares day is the sure indicator of both Foreign Funds & Sidelined Retailers Pouring Back into Bursa.
9) Many indicators of LIMIT UP COUNTERS WITH UMA FROM SC Points to More Fervent Trading Days Ahead for all the happy investors of Bursa.
10) Calvin is happy to see all 230 Entrants for Stock Pick Contest of i3 Forumers for Year 2017 now turning 100% positive!
MANY HAPPY DAYS ARE YET AHEAD OF US IN THIS BULL RUN YEAR OF 2017
HIP HIP HOORAY!!
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Discussions
6 people like this. Showing 23 of 23 comments
The KLCI's 12 months rolling dividend is about 54 points, the dividend yield is 54 / 1745=3.1%, not 4% or 5%.
2017-03-18 13:53
base on this theory, anyone can advise the stock market with their currency crash the most vs USD. i think that market market even has greater potential than bursa. just my view only.
2017-03-18 14:12
To be frank, This is so far one of best articles from Mr Calvin.
the horizon of the Mr Calvin's stock picks are set at more than 1-2 years, not many can wait for that long. The problem is the readers read some of the articles with perception that it will happen soon. It creates discrepancies in expectations
2017-03-18 14:21
Since December, normally FBMKLCI up about 40 point down about 20-25 points, so if we used previous low point, this up will end about 1,757, then down to 1,732 to 1,737. But if we using volume to judge, previously volumes is about 150 million+- per day, whereby recent volumes already reached more than 300 million per day, if we used volumes to judge, 40 points maybe irrelevant, and this up to go to 1,775-1,800 (but suggest around 1,775 if volumes if huge in 2nd half of March). Please note that there might have 80-100 points retracement in future, which months will come in ? just a nonsense sharing. At this point of time, hope bull run continue.
2017-03-18 17:11
"carpe diem" is "pluck the day [as it is ripe]"—that is, enjoy the moment. haha.
2017-03-18 17:26
Calvintaneng, kudos to u n your article. I meant it, v well written. So u c, my previous comments to u that I wrote weren't personal. Credit must be given when its due n appropriate. Well done Calvin. I m with u on this
2017-03-18 19:45
in the midst of optimism, which i am sitting tight and wishing too. we should be caution too.
2017-03-18 23:31
1st time I agreed with this sochai Calvintaneng. Good article from a sochai
2017-03-19 00:31
hehe, copy down first, good comment should be remained
---------------------------
Posted by Fortune Bull > Mar 19, 2017 12:38 AM | Report Abuse
This is first time that I completely agree with Calvin! Ringgit is so trashed that in terms of US investors, bursa is only at 1100 level! Thumbs up!
2017-03-19 00:57
calvin sang penghibur lara, btw, I learn quite a lot from ur articles. Thanx
2017-03-19 01:45
Very gentleman of you guys to praise Calvin. Give him credit when he deserves it, correct him when he's wrong. Calvin, it's time to make peace. Let's us all prosper together.
2017-03-19 06:33
Good morning to all friends who visit here.
Yes, we are in a bull run, no doubt about it.
However, just as in nature nothing goes up in a straight line. So there will be up trending and down trending days, weeks & months ahead.
But the direction will be upward all the way.
So if there are down days on pull back there will be opportunity to buy good shares on weakness.
Now today is Sunday again.
Do visit this website again www.chick.com
2017-03-19 10:17
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
VenFx
NOW CALVIN GOR TALK MORE SENSE.
hope u will use your passionate well.
price impact to the new sentiment is what u should pay attention for ...
sorry,, if , i say it in straight forward manner.
But, they are all sincerely view of mine.
2017-03-18 13:34