THE INVESTMENT APPROACH OF CALVIN TAN
PROTON - GEELY JV IN TANJUNG MALIM WILL BENEFIT THESE 3 COMPANIES THE MOSTEST (Calvin Tan)
calvintaneng
Publish date: Thu, 08 Jun 2017, 01:12 AM
calvintaneng
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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.
Hi Guys,
These are the Companies Proton - Geely Partnership will benefit the most.
No. 1 IS DRB-HICOM
Calvin already noticed why DRB called off its JV with Malakoff for Tanjung Malim Lands. As expected it was Geely who wanted those Tanjung Malam lands for a huge expansion to manufature 500,000 vehilcles for export to ASEAN 10 Nations with little trade barrier. ASEAN 10 will be the fastest Growing Economic Nations of 620 million people for the next decade on planet. Proton's DRB will stand to gain from this synergy.
Now with the Glenmarie & Shah Alam, Damansara & Kelang Gold Mine Lands set free - Proton/POS can now unlock its IMMENSE Value. Another Big Big Plus for DRB.
Will these prime lands be further converted to ECommerce Use? If so expect DRB to be the next Champion AMAZON OF USA or ALIBABA of CHINA!
You must know that ECommerce is a King Maker in both USA and in China.
Jeff Bezos of Amazon has detroned Bill Gates to be the Richest Man on earth all By THE POWER OF ECOMMERCE!
Seeing the VERY BRIGHT FUTURE OF DRB - EPF IS NOW LOADING UP DRB SHARES!
Everyone should include DRB in his portfolio of Long Term Growth Stocks.
No. 2. IS BINA PURI (OWN TOLL ROAD CALLED LATAR EXPRESSWAY)
Surprised? Not if you see this
With the shifting of Proton factories from Shah Alam & Glenmarie to Tanjung Malim 60,000 Proton Workers will also need to commute from Shah Alam, Glenmarie, Kelang & Damansara to Tanjung Malim daily.
Why is it so?
Answer:
Their families with school going children will continue staying in Shah, Alam, Glenmarie, Kelang & Damansara while the men folk travels through LATAR Highway to Tanjung Malim daily for work and back (both ways)
Majority of these 60,000 people will travel by the LATAR HIGHWAY to Tanjung Malim & back both ways.
And you must know that BPuri owns 50% of the LATAR Highway. This toll road will turn into a Golden Cash Cow soon.
According to BPuri's latest QTR the revenue and Toll collections are about Rm15 millions (still slightly in the red)
No longer. As increasing traffic on this LATAR Highway will generate lots and lots of profits for many years to come.
Now you must know that it was Gamuda who built the LITRAK Highway from Sungei Way Subang to Puchong. When Puchung population exploded upward the profits of LITRAK Skyrocketed Upward.
Another lucrative Toll Road is PLUS Highway (taken private by UEM)
And the Gombak Kuantan Toll of MTD-Infrar (also taken private)
Puchong was once a rubber estate. But when Factories Boomed in Sungei Way area more houses were needed & KL City expanded to Puchong.
So we come to the Stock No. 3
No.3 IS BERJAYA CORP
Why BJ Corp? YESSSS!!!
Proton City Will Expand By Leaps & Bounds in the hands of Geely! So the population of Tanjung Malim will grow. Some day when more amenities are built in Tanjung Malim to meet the ever increasing number of workers from Proton Factory & its vendors
PROTON's VENDORS?
Yes!
EPMB will shift its production plant to Batang Kali. They might rent out their presnt factories in Shah Alam. Follwed by other vendors which supply parts to Proton
These are the Proton Vendors mentioned in FOCUS MAGAZINE
APM Automatic Holdings Bhd
Atlan Holdings Bhd
DRB-HICOM BHD
EP MANUFACTURING BHD
Globaltech Formation Bhd
HH Industries Bhd
Kumpulan Jetson Bhd
MCE Holdings Bhd
MBM RESOURCES
Paragon Union Bhd
Pecca Group Bhd
Sapura Industries Bhd
Scientex Bhd
SMES Corp Bhd
UMW Holdings Bhd
So many factories will relocate to Proton City.
And with the Increasing Population More & More Development will come up north.
Then BJ CORP's BATANG BERJUNTAI LANDS WILL ALSO COME IN HANDY.
BJ CORP Will also synergise its MAZDA Factory in Batang Berjuntai with these car parts suppliers.
And the Prices of Lands own by BJ CORP will Skyrocket in Price!
Aha! Now what does BJ CORP own here?
Hmmm?
Let's take a look at its lands (Refer to Bj Corp 2016 Annual Report)
Mukim of Sungei Tinggi (15 lots) and Mukim of Batang Berjuntai (8 lots)
District of Ulu Selangor, Kuala Selangor Selangor Darul Ehsan
Freehold 3,200.76 acres Land for development. Date of Purchase 04/08/1995 Rm249,176,000
Wow! Bj Corp has 3,200 ACRES OF FREEHOLD LANDS HERE! Connected to LATAR Highway & a short commute from Tanjung Malim's PROTON CITY!
Let's calculate its Cost of Purchase
Rm,249,176,000 for 3,200 acres
So divide Rm249,176,000 by 3,200 acres = Rm77,867.50 sen
Now let's divide it by 43,560 sq ft to get the value per sq ft
So Rm77,867.50 divides by 43,560 = RM1.79
WOW! WOW! WOW!!
BJ CORP Bought Those Lands 22 Years ago at only Rm1.79 psf
THIS TIME REALLY KAYA LEOW - FOR ALL HAPPY OWNERS OF BJ CORP!!
Now you guys should know what you should do NOW!
Happy Investing
Many happy returns
Calvin Tan Research
Singapore.
STOP PRESS!
Last time on Sept 20th 2013 Calvin called for a buy on Pm Corp at 15 sen. After receiving cash payout of 8 sen all holding Pm Corp now at only 7 sen. At closing price of 19 sen today all are making more than 100%
On December 16 2014 Calvin issued buy call on Jaks at 40 sen. Today Jaks is up more than 200%
Calvin called for a buy on Prestar at 46 sen. Now Prestar already crossed Rm1.00 & many are still chasing.
Same goes for RceCap, Masteel, Insas & the latest - Wangzheng!
Calvin called for a buy on Wangzheng at 75 sen. Today market is going GaGa over Wangzheng and chasing it up into totally overvaluation.
And as it was then, it is now & it shall be so.
So don't be a fool to miss DRB, Bj Corp and BPuri when they are so dirt cheap in value. AND DON'T BE A GREATER FOOL CHASING AFTER THEM WHEN ARE ALL UP 100%, 200% or 300% in future like those who missed Jaks at 40 sen, like those who missed Prestar at 46 sen, like those who missed Insas at 65 sen & like those who missed Wangzheng at 75 sen
SO ACT NOW! BE WISE IN TIME. BUY THESE OVERLOOKED UNDERVALUED SHARES AND HOLD THEM TIGHT TIGHT!!
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Discussions
Be the first to like this. Showing 50 of 58 comments
eh... Calvin.... try to write something on Hiaptek, Anzo, Dolphin, Eupe, Gob, Nylex, Chuan, YongTai, Halex, Jtiasa, Benalec etc.... Sure 1 counter will rise and you can claim all the credit as always.... Better than buying toto in Singapore... ha.ha.. Really a joke.... this Calvin...
2017-06-08 10:05
May be there should be a competition for the highest numbers of stock recommendation by a single person....Calvin sure get No 1....
2017-06-08 10:09
Haha...dont blame calvintaneng...he is only a car salesman. If you know how a car salesman promote their car hopes to sell off their car to hit their target, then u know why this singaporean warren buffet keep promoting his holland pick. This calvintaneng as lousy as the shit from my dog.
2017-06-08 10:12
SALAM,
LATAR EXPRESSWAY WILL CONNECT NORTH OF SHAH ALAM TO JOIN THE NORTH SOUTH HIGHWAY AT TEMPLER'S PARK.
FROM THERE IT GOES NORTH TO TANJUNG MALIM.
THIS WILL BY PASS THE CONGESTED KL CITY
2017-06-08 10:26
Whoa!
Early early morning already got over 2,800 page views.
A BIG THANK YOU FOR VISITING.
NOW DON'T BE DISTRACTED BY NAYSAYERS
LOAD UP ON BPURI AND BJ CORP FOR A MULTI YEAR EMERGING VALUE FOR BOTH.
TELL YOU ONE BIG SECRET OF AN AMERICAN REAL ESTATE BILLIONAIRE.
HE NOTICED A BIG PLOT OF LAND SELLING AT DIRT CHEAP PRICES LOCATED BETWEEN VERY BIG BOOMING CITIES.
OF COURSE LANDS IN THE CITIES WERE. MANY MANY TIMES MORE THAN THE ONES IN BETWEEN.
THEN HE THOUGHT TO HIMSELF
ONE FINE DAY THE CITIES WILL GROW BIGGER AND BIGGER. AND THEIR GROWTH WILL SOON REACH THESE LANDS NOW STILL SO CHEAP?
SO?
SO HE BOUGHT UP HUGE ACRES OF LANDS THERE FOR A SONG AND WAITED.
AND JUST AS HE EXPECTED.
LAND PRICES SKYROCKETED!!
AND HE BECAME A BILLIONAIRE!!
2017-06-08 10:33
Now let me relate a True Story
Last time I bought Perak Corp at 60 sen when it had an NTA of over Rm3.00
A check with its NTA revealed that Perak Corp has 1,000 acres of Prime lands at Lumut Port area.
So I called my friend Mr. Lee of Sitiawan to buy some Perak Corp.
And Mr Lee called his remisier in Manjung or Perak. He got cold water poured over him as his stock broker told him there is nothing good in Perak Corp.
Why? People of Perak have moved to the bright city lights of Kl. Only old folks and chilren left in Perak. So Mr. Lee listened to wrong advise.
And nobody wanted Perak Corp then. Perak Corp dropped from 60 sen to 40 sen at its lowest.
Name of Perak Corp now sound like "Berak Corpse"?
Then one day in i3 forum.
MANY GREAT SIFU APPEARED TO MY SURPRISE!!
They chased Perak Corp to Rm3.60
And when company wanted to take Perak Corp private at Rm3.90 many objected and say Perak Corp still undervalue.
Now some day, some where, some place, some future experts will say
Bpuri at Rm1.00 is undervalue!!
Bj Corp at Rm2.00 is still undervalue!!
2017-06-08 10:49
BPuri
B = Banyak
P = Positive
This might over take Jaks some day
Don't be surprised!!
2017-06-08 11:30
Slow pay master in the industry....cash flow is running in trouble. ....ask trade ppl before simply speculate...so hai Calvin... 不要害人害己!
2017-06-08 11:38
Hi guys,
Please refrain from using vulgar words. Americans, Britist fund managers are watching us for investment knowledge in Malaysia. Also more from Saudi Arab are now interested in Malaysia.
So if you disagree just give your reasons. Don't spew bad words please.
Admin should ban and delete vulgar posts.
2017-06-08 12:27
government put in $3 billion , Geely put in $ 200 million.
Geely just wants to sell Geely cars, don't expect too much from Geely.
2017-06-08 12:27
Geely made Volvo is great success.
Next will be LOTUS
Then followed by Proton.
So just watch.
But look at the bigger picture.
With Proton out of the way
Puspakom, Pos and Bank Maumalat will now come into focus
2017-06-08 12:31
Lunch time now.
Go get a copy of Focus mag and see how Proton vendors shifting to Proton City.
Also get a copy of EdgeDaily and see how Proton-Geely Jv - the positives and the negatives.
2017-06-08 12:35
Strange....Calvin seems to remind me of another person...Amos Yee....Another product of Singapore... Thick skin, stubborn, odd, irritating etc etc.....
2017-06-08 12:54
Mneo?
It means
Money No Exit O?
You make no money from share market and finally exit with kosong?
Very bad omen indeed!
Better change to this Mbfc
MBFC?
It means
Money Banyak Follow Calvin
So better change mneo to mbfc NOW!
2017-06-08 13:26
pussycats
Calvin is the best futurist in Bursa. Good Good Good.
08/06/2017 09:43
YESSS! little pussy cat
We buy into the future:
1) We plant Mau Sang Wang durian now with a hope in 3 to 5 years time we get some really nice durians (3 or more years is in the future)
2) Our children wake up every morning and go to School for what?
For a better future of course! What future?
They might turn out to be a Doctor, a Steve Job, a Warren Buffet or some clever fella in future.
3) We invest in shares because we want to see growth of 15% to 25% and compound it for the future.
YES! We want our future to be better than now.
So life is very exciting as we have something better, bigger & brighter to look forward to in the future
Futuristic?
Everyone will arrive there one day - for better or for worst.
Which will you chose?
2017-06-08 13:35
that is a very good idea
moneykj > Jun 8, 2017 01:38 PM | Report Abuse
Better go to buy Pesona wc today.
2017-06-08 13:40
BEST BUY IS BJ CORP
ITS BATANG BERJUNTAI LANDS OF 3,200 ACRES Value at Rm1.79 psf Will Explode Up in Prices when Growth Comes Alive!
Last time after LITRAK Highway was built IOI Converted Puchong's rubber plantations into IOI MALL & Thriving Housing Enclaves
LATAR HIGHWAY will make Bestari Jaya into a Thriving Township
2017-06-08 14:02
BJ CORP ALSO GOT BUKIT TINGGI HILL RESORT
THE ECER HIGHWAY WILL BRING ECONOMIC BOOM HERE
SO BJ CORP WILL PROSPER
Both TSVT & Robbin have bought up 58% of BJ CORP SHARES!
2017-06-08 14:04
BEST BUY IS BPURI
ITS LATAR HIGHWAY WILL BE FAR BETTER THAN JAKS Power Plant in Vietnam
As Litrak was so LATAR IS!
LATAR WILL FOLLOW LITRAK & BPURI WILL PROSPER And PROSPER
BPuri = BANYAK PROSPER
2017-06-08 14:06
See how BPuri Bosses are GOBBLING UP BPURI SHARES
https://klse.i3investor.com/servlets/stk/annchdr/5932.jsp
2017-06-08 14:07
SEE THESE CAREFULLY
MR MATTHEW TEE KAI WOON 14-Jul-2016 Others 1,560,000 0.500
TAN SRI DATUK TAN SRI DATUK TEE HOCK SENG, JP 14-Jul-2016 Others 1,690,000 845,000.000
MATTHEW TEE BOUGHT 1.56 MILLION BPURI SHARES AT 50 SEN THROUGH ESOS
DATUK TEE HOCK SENG ALSO BOUGHT 1.69 MILLION BPURI SHARES AT 50 SEN
SO FOR BPURI ANYTHING BELOW 50 SEN JUST SAPU ALL
2017-06-08 14:10
Calvin analysis is too surface and not in depth enough....exposing his limited knowledge about how the real business world work.... He should keep recommending stocks (thick skin a bit since many stocks will fail) and collecting feedback to grow his knowledge... till later then... he may use a new username to advance to next stage... a "FALSE GOD" may be....
2017-06-08 17:14
For instance...if my travel to work requires me to pass so many tolls everyday...I will consider car sharing... or share renting a room in Tanjung Malim and only come back to Shah Alam every weekend or find shortcut to by-pass the Tolls etc so many possibilities... This fellow Calvin straight away analyses and concludes that the Toll company is a sure win.... Too shallow thinking...I would say...
2017-06-08 17:22
Shot first....then if miss target...keep quiet lor....just thick skin a little..
2017-06-08 17:24
mneo
For instance...if my travel to work requires me to pass so many tolls everyday...I will consider car sharing... or share renting a room in Tanjung Malim and only come back to Shah Alam every weekend or find shortcut to by-pass the Tolls etc so many possibilities... This fellow Calvin straight away analyses and concludes that the Toll company is a sure win.... Too shallow thinking...I would say...
08/06/2017 17:22
Haha! Calvin likes this post from mneo,
This is the way to brainstorm for better ideas! In stead of calling names you have brought out some relevant questions.
Ok, let Calvin share a few perspectives
Recently, One Top Bank (name not disclosed) had a corporate exercise. All the CAC Branches were told to merge into 2 divisions in KL & Selangor
1) One Division for Business Loans
2) Another Division for Consumer Loans
As a result all the CAC Branches of Johor, Melaka, Penang, Ipoh & Kuantan will be closed and all approved staff members transffered to KL or Selangor.
This really present a dilemma for these Bank Staff members - some have been with the Bank for more than 20 years.
So how?
Some had no choice but to move to KL (the husbands). Stay in KL for the weekdays. Then move back to Johor or Penang during the week end.
Others decided to quit for good. Such a Big Lost for them as no VSS was given. They just resigned after 10 to 20 years working for this Top Bank.
But their Losses are the gains for the Bank.
Some might eventually move to KL
Since Johor is too far - travelling back and forth daily is not practical. Unless the Bullet Train is here.
Now let's take another scenario.
When GOVT moves its operations to Putra Jaya the Govt staff at first commutes daily from KL to PutraJaya.
As time passes many of them moved to PutraJaya permanently. And as PutraJaya grew & grew - population boom spread to cyberjaya & Puchong & Bangi
So I think the trend will be similar
In the beginning most Proton Staff will commute to and fro daily to Tg Malim.
Some of course will look for other jobs (This will cut down pay roll cost for DRB since Proton has 60,000 employees. This is a Plus for DRB's balance sheet)
Later as things get more settled expect more migration to PROTON CITY. As a result the surrounding regions of Batang Kali, Kuala Selangor, Bestari Jaya will also grow in tandem. And with population growth comes traffic congestion. This will benefit LATAR EXPRESSWAY. So BPuri's balance sheet should improve. Also good for Bj Corp - its NTA will balloon over Rm2.00.
Anyone else got new ideas left out?
Just feel free to share.
2017-06-08 18:31
morning calvin. can i get your contact like telegram or whatapps so we can discuss stock live, thanks.
2017-06-09 08:20
The Highway operator to benefit the most is PLUS. The difference between LATAR and PLUS is THE SKY and THE EARTH. If you study carefully, LATAR is just a "slip road", The Transport operator to benefit the most if ever is KTMB
2017-06-09 08:33
SALAM
You are correct.!
PLUS will benefit most. So sorry.. My PLUS SHARES was taken private by UEM. As well as OPUS the parasite of PLUS.
I also got MTD Infrar which own the Gombak Toll Road. This one also taken private by MTD.
As of now LITRAK is too expensive.
So the only toll road company to buy is BPURI.
Now, you must know that the boom in PROTON CITY will lift up the development of its vicinity like Batang Kali and Bestari Jaya as expension and progress will spread far and wide.
So LATAR EXPRESSWAY will still have a bright future.
2017-06-09 09:07
Haha!
My imagination?
No need imagination lah.
Just open wide your eyes and observe.
By understanding future movements of companies you can make your deduction and final conclusion.
Like
GST will benefit MyEG
Langat 2 will benefit Jaks
Oil price crash will benefit Super Enterprize
Oil price crash also good for Nylex
Govt Election GE14 will boost DRB/POS
There is always a cause and effect.
So PROTON CITY will bring increased activity up north.
2017-06-09 09:11
Haha!
I retired more than a decade ago.
Now i only enjoy my hobbies everyday.
Thanks to Almighty God who made life so wonderful
2017-06-09 09:52
Good for you, Calvin Tan., feeling Blessed is a wonderful feeling. God blessed you well.
2017-06-09 12:33
Calvin, so wonder to see yr analyse and foresight in respective counter. I've read the budget news this morning, the gov will abolish 3 highway to boost accessibility and benefit the nations. In tandem with this approach, SILK highway also been taken private by EPF few months ago.
Is it any possibility LATAR expressway would be the next target as you mention on the article above, high traffic growth, potential location as one of the focal point of development and PROTON-GEELY factory relocation will benefit LATAR expressway.
Your previous forecast and business acumen on stocks seems very accurate. Is it any good news to be announced for Bpuri as i saw the trading volumes increased gradually and boost above 2mil yesterday. What is your TP for Bpuri?
Sifu pls advise.
2017-10-28 13:07
Posted by Vincent1966 > Oct 28, 2017 01:07 PM | Report Abuse
Calvin, so wonder to see yr analyse and foresight in respective counter. I've read the budget news this morning, the gov will abolish 3 highway to boost accessibility and benefit the nations. In tandem with this approach, SILK highway also been taken private by EPF few months ago.
Is it any possibility LATAR expressway would be the next target as you mention on the article above, high traffic growth, potential location as one of the focal point of development and PROTON-GEELY factory relocation will benefit LATAR expressway.
Your previous forecast and business acumen on stocks seems very accurate. Is it any good news to be announced for Bpuri as i saw the trading volumes increased gradually and boost above 2mil yesterday. What is your TP for Bpuri?
Sifu pls advise.
Calvin is still reading up on the latest Budget 2018
I have read it 3 times already since last night.
See these words under Point 50 in Budget Speech:
50. This includes a sum of RM1 billion allocated for the Five Main Corridors. The Government will develop the South Perak Region comprising Proton City, Educity and Youth City in Tanjung Malim as well as Bukit Kayu Hitam Duty-Free Zone; construction of port and industrial park in Tok Bali, Kelantan; and access road to Baleh Dam, Sarawak.
The salient points are:
1) RM1 Billions alotted for 5 MAIN CORRIDORS
2) Out of these are a) PROTON CITY & b) Youth City in Tg Malim
Now since 2 are mentioned will it mean that BN is pumping Rm400 Millions to develop Tanjung Malim?
So LATAR Highway will definitely see more traffic in the near future.
What will be the Target Price for Bina Puri?
See Directors bought Bpuri ESOS at 50 sen a piece
https://klse.i3investor.com/insider/director/5932/19-Jul-2016/119084_313157175.jsp
If these Insiders bought Bpuri at 50 Sen I think a reasonable price target of BPuri should be at least Rm1.00
2017-10-28 13:27
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pussycats
Calvin is the best futurist in Bursa. Good Good Good.
2017-06-08 09:43