Hi Guys,
It was My Johor Sifu first who told me about Scuttlebutting. The term used by Phil Fisher about visiting Companies & Oberving their businesses. Phil wrote "COMMON STOCKS AND UNCOMMON PROFITS".
Last time we bought OKA at 35 sen as we SAW the many drain pipes with "OKA" signature brand name. OKA made us more than 600% later as it shot past Rm2.00 & split.
My Johor Sifu also traveled up PLUS Highway and observed the many Guard Rails by Prestar. So we loaded up on Prestar - the King of Highway Guard Rails. And Pre-Star - buy it BEFORE it turned into a Star gave us lots of Profits later!
And so - watching Companies & their businesses have always been part of our investigation before putting our hard earned Cash into the stocks we pick.
This past month I have travelled up & down Malaysia looking at some of DRB's BUSINESSES. As you can SEE Proton is not in the picture. In fact to us, these 3 Businesses are equally or even more important than Proton.
A frog in the well has a very limited world view as his vision is limited. Those who view DRB as Proton only are like frogs in the well. A monkey on the tree top can see further ahead. A flying bird in the sky can see the complete picture. So SEE with Calvin's worldview as we look at these photos:
1) BANK MAUMALAT (DRB has 70% & the other 30% own by Malaysian Government)
With the rise of Banking Counters, Bank Maumalat should also be doing well. All the more because Bank Maumalat is given license for Islamic Pawn Shop operation. Very safe as it only give out monies with guarantee of collateral - gold, precious jewels, Rolex watches & other items of Value. If borrowers default in payment? Easy - just sell the pawned items and reap even more profits.
With Trump banning some Muslim nations from entering USA - expect more Arabs to visit Malaysia - both for Business, Education & Leisure - Very Good for Islamic Bank like Bank Maumalat. So expect Bank Maumalat to play a more prominent role as Malaysia is a Rising Star as an Islamic Financial Capital in the future.
Below is a photo of Bank Maumalat, Seremban Branch while driving through the City Center.
2) PUSPAKOM ( A MONEY MAKING CASH COW like MYEG)
With 21.25 Million Cars & Vehicles that need inspection before transfer of ownership. Yearly inspection for Commercial Vehicles for roadwortiness. PUSPAKOM is sitting on a CASH COW. There is total monopoly & pricing power. Last time MyEG raised rate from Rm10 to Rm120 for domestic servant. And MyEG share price jumped from 10 sen to over Rm4.00 (then split)
Calvin & Johor Buddies made tonnes of monies buyng into MyEG. Now we have found a potential MyEG in DRB's PUSPAKOM.
PUSPAKOM's counterpart in Singapore is VICOM. And VICOM share price is 3 times that of Singpost.
Singpost closing price today is S$1.38 while VICOM share price is S$5.66 (So VICOM share price is 310% more than Singpost)
And DRB has both PUSPAKOM & POS!
See the long queue of vehicles waiting for Inspection in Taman Daya, Johor:
The glaring moring sun blurred this photo. Lots of vehicles inside the yard, waiting for inspection
Now this is a clearer photo taken on a holiday - 1st of May, 2017. PUSPAKOM, Taman Daya like all other Puspakom is located in a very prime area. The land is still sitting on ancient book value. If revalued this piece is a gold mine!
Another Gold Mine this POS OFFICE in Gelang Patah Town Center!
A shop nearby with rental of Rm2,500 per month has now jumped to Rm6,000 when Watson took it over!
How much VALUE is Found in this Plot of Gold Mine Land?
Below is a photo taken in Parit Sulong, Batu Pahat (Purported to the High Speed Rail Stop in Batu Pahat)
Look at the words - Just PosLaju it!
Any itmes. Anywhere in Malaysia.
The Future POS Office is designed to take over all the businesses of middle men everywhere. With savings from 30% to 80% expect the traditional way of marketing goods through departmental store in malls to close shop one by one throughout the entire world.
Latest news is. Amazon Boss might overtake Bill Gates to be the richest man in the world. He has already overtaken Warren Buffet to be the No. 2
ALL BY E-COMMERCE!! So watch out!! POS of DRB will conquer the Market. POS has over 800 Branches throughout Malaysia - as far flung as Pengerang and as remote as Kapit in the heart of Sarawak!!
Now POS has risen to Rm5,640. DRB being Top holder of POS has Rm2.36 Billions worth of shares (almost reaching DRB Paid Up Capital of Rm2.8 Billions soon.
The next photo
POS OFFFICE IN HEART OF SEREMBAN, NEGERI SEMBILAN
See lots of land for expansion at the side and at the back? For SkyNet, GD Express, City link, DHL where got so much "EXTRA LANDS" for EXPANSION LIKE POS?
Ha! My Favourite POST OFFICE! This one in PUDU ROAD, KUALA LUMPUR.
Last time We sold over half a Million worth of Books by Mail Order Through This POS OFFICE!!
Again the Land here is very precious. POS can build upward like many surrounding buildings here in the Heart of KL City. See next photo
This photo below was the Former Single Storey Majestic Cinema. Now more than 10 storey tall!
So there is lots of space and room for both PUSPAKOM & POS OFFICE LANDS TO EXPAND SIDEWAY & UPWARD!! UP UP IN THE SKY!!
I collected some parcels in KL sent from JOHOR through this shy postman. After collecting the parcel from him I took this photo. He said that Business is TERRIFIC!! No wonder POS price also Very Terrific!
Ha! You might question, "If POS is good why don't you just buy POS instead of DRB?"
The answer is this:
Last time my Johor Sifu bought KFC (Because Malays cannot eat pork & beef too expensive. So the answer is KFC!!)
I bought QSR instead. Why? Because QSR has both KFC & Pizza Hut.
And when both KFC & QSR were taken private by Johor Corp later JCorp rewarded QSR shareholders more than KFC.
So Calvin likes DRB because DRB has both POS & PUSPAKOM!
You must know that POS has competitors like GDExpress, SkyNet, CtyLink, FDExpress while PUSPAKOM HAS TOTAL MONOPOLY and ZERO COMPETITION. PUSPAKOM IS EVEN BETTER THAN MyEG because MyEG now face challenge from DNEX!
One more Very Important FACTOR Calvin likes DRB is BECAUSE OF ITS NTA.
DRB is selling at Deep Discount to NTA. NTA provides a Big Margin of safety!
I bought Jaks at 40 sen with NTA over Rm1.00 I also bought Nylex at 58 sen because Nylex too was selling at NTA over Rm1.00
Since then Jaks has shot up 300% & Nylex up 50%
One of Great Sifu Peter Lynch's advise was about Disney World.
Peter Lynch noted that most tourists stay in hotels outside Resorts & Theme Parks BUT DISNEY WORLD HAS LOTS OF LANDS INSIDE ITS THEME PARK. SO IT CAN ADD VALUE BY MAKING USE OF THOSE PRIME LANDS TO BUILD HOTELS & OTHER BUSINESSES!
Now will POS & PUSPAKOM EVOLVE INTO MULTI BILLION ENTITIES LIKE AMAZON OF USA & ALIBABA OF CHINA BY BUILDING UP ALL POS OFFICE LANDS INTO MULTI STOREY FLATTED WAREHOUSES TO STORE & DISTRIBUTE GOODS THROUGHOUT MALAYSIA!!!
ONLY IF YOU HAVE THE VISION.
OR DO DRB MANAGEMENT HAVE THE VISION TO BRING COMPANY INTO A WORLD CLASS ENTITY LIKE AMAZON & ALIBABA
It remains to be seen
But from every angle you look at it
THERE IS HUGE POTENTIAL IN THIS MOST UNDERVALUE STOCK CALLED DRB-HICOM.
Will it rise up to be A Blue Chip, someday?
Only time will tell
As for now Calvin & Johor Buddies are loading up!!
Warm regards
Calvin Tan
Singapore
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Today Ekovest, Malton, DBhd all get clobbered because of IwCity.
If only you guys know those IwCity lands in Permas. It will take at least 5 to 10 years to evict those squatters from those Permas Jaya lands & to build the infrar & then only construct buildings.
So sad for people who know nothing at all about what they are buying.
Anyone interested to see actual photos of IwCity lands in Permas?
So many are critical. So Calvin will only reserve them for friendly ones.
As you can SEE the businesses of
1) BANK MAUMALAT
2) PUSPAKOM
3) POS with 200 Year history
ALL THESE BUSINESSES ARE ROCK SOLID!
So just buy DRB on a correction like this!
2017-05-04 09:28
PETER LYNCH'S MAGELLAN FUND AT 39% BEATS BERKSHIRE AT 25% DUE TO HIS HARD WORK AND STOCK SELECTION SKILL
SEE IN THIS VIDEO HOW HE SPOTTED DISNEY WORLD'S PRECIOUS LANDBANKS THAT PRODUCE EXCEPTIONAL RESULTS LATER.
LIKE DISNEY
DRB HAS HIDDEN DEEP DEEP VALUE IN LANDBANKS APART FROM LANDS IN PUSPAKOM & POS THROUGHOUT PRIME PRIME AREAS OF MALAYSIA.
SEE
https://www.youtube.com/watch?v=kyODxq_bT4o
2017-05-04 10:48
2 questions:
1. Debts, no worry?
2. x govt support, can survive?
Hope you can sleep well at night. Anyway, I guess you'll be able to jump first once you realized your boat is going to Holland. Btw, still holding your MPCORP? Good luck!
2017-05-04 10:59
Posted by Super_SKL > May 4, 2017 10:59 AM | Report Abuse
2 questions:
1. Debts, no worry?
2. x govt support, can survive?
Hope you can sleep well at night. Anyway, I guess you'll be able to jump first once you realized your boat is going to Holland. Btw, still holding your MPCORP? Good luck!
YOU MUST KNOW THIS TRUTH
DEBTS IS A WORRY IF YOU ARE A POKAI WITH NO ASSETS OR CASH
DEBT IS OK IF YOU HAVE ASSET BACKING
SEE
IF A PERSON OWES THE BANK RM1 MILLION
BUT OWNS 100 TONNES OF PURE GOLD
SO WHAT IS 1 MILLION DEBT COMPARED TO VALUE OF 100 TONNES PURE GOLD HE OWNS?
CAN YOU NOT SEE THAT DRB HAS LANDBANKS AS PRECIOUS AS GOLD?
2017-05-04 11:08
MP CORP?
IF ONLY YOU SEE FOR YOURSELVES THOSE MP CORP LANDS IN TAMAN NUSA DAMAI.
COMPARED TO THOSE LANDS OWNED BY ECOWORLD IN KOTA MASAI OR LANDS OWNED BY IWCITY IN PERMAS?
IF YOU KNOW THERE IS NOTHING TO FEAR
2017-05-04 11:10
"IF YOU KNOW THERE IS NOTHING TO FEAR"
Ok, tq for your reply. Again, good luck!
2017-05-04 11:51
WAHAHA!
DRB NOW RIGHT ON TARGET
1) POS JV with JackMa of Lazada for Rm60 mil ECommerce Hub
2) POS going to raise Stamp Tariff after Govt grant approval
Above 2 contributed by POS
And
3) Malaysia is now Top Spot for Muslim Global Travel
Worth Rm1.3 Trillion by year 2026
This Will Benefit DRB's Bank Maumalat the most
See
2017-05-04 22:29
Merger of DRB and POS is possible, List Puspakom and Bank Maumalat, or maybe venture to TRX is also possible, etc will inject DRB to higher level..
2017-05-06 14:23
fl888
Merger of DRB and POS is possible, List Puspakom and Bank Maumalat, or maybe venture to TRX is also possible, etc will inject DRB to higher level..
06/05/2017 14:23
Good idea!
Bank Maumalat is Top 2 Islamic Bank in Malaysia.
Now most Banking Stocks already surged. Bank Rakyat already declared 15% dividend
And Puspakom?
This is another CASH COW like MyEG
Puspakom will worth how much? Vicom Spore is over S$5.50 (more than Rm17.00) in Singapore.
So Mr. Market has totally overlooked DRB's Value
2017-05-07 21:01
confuse
DRB or Pos?
2017-05-04 04:18