THE INVESTMENT APPROACH OF CALVIN TAN

DRB OWNS 11.6 MILLION SHARES OF TALAMT THROUGH POS( A SURPRISE!) .Calvin Tan Research

calvintaneng
Publish date: Fri, 30 Jun 2017, 11:44 AM
calvintaneng
0 1,854
Hi Guys,

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

Hi guys,

A New Surprising Discovery!

A check with TalamT Top 30 shareholders revealed these are the Top Shareholders:

1) WCE HOLDINGS BHD

2) IJM CORP

3) MWE HOLDINGS

4) Tan Sri Dato' Surin Upatkoon 

5)  Pinjaya Sdn Bhd

6) Tan Sri Dato' (Dr) Chan Ah Chye

7) Puan Sri Datin Thong Nyok Choo

8) Chan Siu Wei

9) Chan Tet Eu

These are listed as Top Shareholders as a Group.

And in Year 2009 Jan Annual Report for Year 2008 Top holders we see POS Malaysia's name suddenly appeared as 

(17) POS MALAYSIA BERHAD............................ 11,637,000 shares

I saw POS Malaysia buying 11.6 million shares of TalamT since year 2008. For almost a decade now POS is still holding on firmly to its 11.6 million TalamT shares.

 

Today POS Malaysia is 

(23) ........POS MALAYSIA BERHAD......... 11,637,000 (still holding exactly same amount of TalamT shares)

Its position has dropped from Top 17 to Top (23) position because new entrants like

 

BANK ISLAM MALAYSIA (Top 7)

MPI GENERALI INSURANCE (13)

CREDIT SUISSE (14)

UOB KAY HIAN (A/c Clients) (Top 15)

BANK OF SINGAPORE (16)

RESON SDN BHD (17) (this  company just registered on 19 December 2015 (saturday)

And one interesting Name

KHOO SU CHIN (28)  Related to KSL Holdings Bhd?

 

Question now is - Why are POS, BANK ISLAM, BANK OF SINGAPORE, CREDIT SUISSE AND MPI INSURANCE INTERESTED TO BE TOP HOLDERS OF TALAMT?

SO DON'T BE SURPRISED?

ONE OF THESE INSTITUTIONS (ESPECIALLY DRB/POS) MIGHT OFFER TO TAKE TALAMT PRIVATE.

WHY SHOULD IT BE SO?

THE ANSWER IS OBVIOUS - SIMPLE AS A, B & C

A) TALAMT IS SELLING AT MULTIYEAR LOWS (IT WAS ONCE ABOVE RM1.00) NOW SELLING AT ONLY A FRACTION OF THE PRICE.

B) THE LANDS AND ASSETS OF TALAMT ARE STILL SITTING AT OLD BOOK VALUE

(IF TALAMT WANTS TO FOLLOW FIAMMA, SEACERA OR EG EXAMPLE - JUST REVALUE ALL ITS ASSETS AND BOOK THEM AS PROFITS)

 

C) WITH TANJUNG MALIM TURNING INTO A CAR MANUFACTURING HUB TALAMT'S L;ANDS IN BKT BERUNTUNG, BKT SENTOSA & BANDAR BESTARI JAYA WILL SOON DOUBLE IN VALUE

 

A, B & C?

 

YESSS!

 

REGARDS,

Calvin Tan

Singapore

 

YAHGOOOOOOOOOOO!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!  TALAM TRANFORMING INTO TREASURE!!!!!!

 

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Discussions
1 person likes this. Showing 8 of 8 comments

stockmanmy

you should write about WCE.

2017-06-30 12:09

calvintaneng

Stockmanmy,

I bought Keuro(now WCE) at 27 sen and sold it at 81 sen for a 200% gain long ago.

Now this TalamT is only 4.5 sen.

If it goes up to just 20 sen how many per cent oyou think i will make?

Anyone know how to calculate?

2017-06-30 13:50

riskabsorber

4bil shares with 100mil revenue. Always wait for land revaluation which is wasting of time. Land located at far from city.

2017-06-30 14:25

calvintaneng

Land far from city? Or land furthest from civilization?

Once upon a time Pengerang region houses were tenanted at only Rm200 to Rm300 per month.

And?

And after PETRONAS LAUNCHED RAPID IN PENGERANG - these same houses are now tenanted from Rm6,000 to Rm8,000 a month due to influx of 70,000 workers.

Suddenly the houses in Sg Rengit near RAPID are more expensive than those of Nusajaya!

Only Singapore houses can match those prices of Sg Rengit.

TalamT?

Just buy this Treasure before other analysts duscover it!

Remember Calvin called for a buy on Jaks at 40 sen long before prominent investor discover Jaks?

Remember Calvin called for a buy on DRB HICOM at 92 sen before Research houses found it?

Remember Majulah Perak at 32.5 sen. Now too late to get cheap for those doubters and fence sitters who missed the boat?

TalamT?

Who are the fortunate ones who can get it cheap at 4.5 sen still.

YEEEEEEEEEEEEEEEEEEEEEHAAAAA!!!!!

2017-06-30 16:38

calvintaneng

Congratulations to all who bought TalamT on the cheap

May all earn enough for a life time of free Talam kueh

See

https://www.google.com/search?q=kuih+talam&tbm=isch&tbo=u&source=univ&sa=X&ved=0ahUKEwiW0_Puk-XUAhUBvY8KHSQZAooQsAQIJw&biw=1920&bih=950

2017-06-30 16:38

stockmanmy

more likely rank 224 out of 230 than 300% return, due to your style of investments and stock pickings.

2017-06-30 16:42

John Lu

Posted by calvintaneng > Mar 29, 2015 02:01 PM | Report Abuse

Good Afternoon,

This BJ Corp song was given to me by Inspiration within 5 minutes while holidaying in Hilary Beach, North of Perth, Western Australia.

Music adapted from

FIRST OF MAY - By Bee Gees (For music go to youtube "FIRST OF MAY"}

Lyrics by Calvin Tan

SONG OF BERJAYA CORP

1) OH BJ Corp! I bought it for a song;

The Mighty Stock that someday will perform.

Don't ask me why. Don't let it pass you by;

To Make Money you all Must Be Strong.


2) The Companies that Grew for you and me;

I watched them growing richer one by one.

And I will keep BJ Corp All The Way;

This is Asia's Berkshire Hathaway.


And Now for the exposition & commentary


OH BJ CORP I Bought it For a Song (Stanza 1, First line)

The idiom "bought for a song" means to buy something Very cheaply.

To me BJ Corp is already a Blue Chip over RM10.00
Calvin Tan Research can prove it mathematically by facts and figures without a trace of doubt!

So buying at 44 cents for a Share worth over RM10.00 is "Buying it For A Song". This is not paying penny for dollar; but paying penny for ten dollar bill.

This is the most unequal exchange in Bursa.


The Mighty Stock that someday will perform (1st Stanza, 2nd line)

When will BJ Corp, THE MIGHTY STOCK, rise to RM10.00?

Time Is The Essence of Investment. Just like Lafarge, UMW or Tasek.


Don't ask me why. Don't let it pass you by. (1st Stanza, 3rd line)

How did Lafarge rose from 66 cents to over RM10.00? We know now as fact

How will BJ Corp rise from 44 cents to over RM10.00?
Don't ask me why. Just don't let it pass you by. Grab some tomorrow!!


To Make Money you all Must Be Strong (1st Stanza, 4th line)

There will be doubters, naysayers & others who cannot see & will talk nonsense and discourage you. So you MUST BE STRONG IN CONVICTION & HOLD TIGHT TO YOUR PRECIOUS BJ CORP SHARES!!

Someday When BJ Corp reaches RM10.00 You Will All Be Millionaires!!


To be continued.....

Next.

Commentary on Stanza 2 of BJ Corp Song...

2017-07-10 00:12

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