THE INVESTMENT APPROACH OF CALVIN TAN
BPuri與Jaks（比較和對比未來的潛力）Calvin Tan Research
calvintaneng
Publish date: Wed, 16 Aug 2017, 08:13 PM
calvintaneng
0 1,802
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.
嗨傢伙/ gals，
Calvin 在2014年12月40日 推薦 購買Jaks
發表於calvintaneng> 2014年12月16日03:00 PM 如下:-
哇！
頂級老闆 購買了數百萬Jaks ,價錢44仙以上。任何 價低於40仙是值得買！
所以不要等，否則錯失Jaks！
這就是 Calvin 要求購買Jaks的原因
1）內部人士一直在購買Jaks從Rm1.00到40仙。所以在40仙，我們購買遠遠低於內部人士 的購買價格。
2）Jaks當時正在 同KPS & Puncak鬥爭Langat 2 水主題股的主題。由於Jaks擁有6英尺直徑的管道，Jaks有很好的機會獲得項目。
3）Jaks當時在40仙，NTA為Rm1.03，安全性高達60％
參見Jaks 2014年11月30日末的季度報告
主要財務信息摘要
30/09/2014
SUMMARY OF KEY FINANCIAL INFORMATION
|
|
INDIVIDUAL PERIOD
|
CUMULATIVE PERIOD
|
||||
|
CURRENT YEAR QUARTER
|
PRECEDING YEAR
CORRESPONDING QUARTER |
CURRENT YEAR TO DATE
|
PRECEDING YEAR
CORRESPONDING PERIOD |
||
|
30/09/2014
|
30/09/2013
|
30/09/2014
|
30/09/2013
|
||
|
$$'000
|
$$'000
|
$$'000
|
$$'000
|
||
| 1 | Revenue |
93,775
|
0
|
301,765
|
0
|
| 2 | Profit/(loss) before tax |
8,624
|
0
|
31,131
|
0
|
| 3 | Profit/(loss) for the period |
5,556
|
0
|
20,106
|
0
|
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent |
2,780
|
0
|
7,061
|
0
|
| 5 | Basic earnings/(loss) per share (Subunit) |
0.63
|
0.00
|
1.61
|
0.00
|
| 6 | Proposed/Declared dividend per share (Subunit) |
0.00
|
0.00
|
0.00
|
0.00
|
|
AS AT END OF CURRENT QUARTER
|
AS AT PRECEDING FINANCIAL YEAR END
|
||||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) |
1.0300
|
1.0200
|
||
這是一個準確推薦 購買Jaks，在40仙，幾乎沒有任何人 關注Jaks的未來潛力。
截至目前，Jack的收盤價為1.42令吉，漲幅為255％。
今天在Rm1.42的高價格，Jaks的銷售遠遠高於NTA。所以現在沒有安全邊際。當然，很多人現在已經發現了Jaks的寶貴資產
見我們的朋友Hng33 發表在互聯網Jaks的報告
發表於hng33> Aug 11，2017 08:40 PM |報告濫用
我們來看看Jaks的基礎
總現金存款RM 86m
2.借款合計445萬令吉
在土地出讓1,600萬令吉的土地上，jaks將其土地儲備資產轉為現金，並獲得約1億令吉的淨收益
Jaks處理位於八打靈再也13區的太古星商業中心（“物業”），總代價為2.4億令吉（“購買價”）。雖然這些處置是內部交易，但也意味著如果賣給其他可以賺錢至少2.4億馬幣的話
此外，jak也在其中銷售其發展概念商城，2年的新購物中心，費用約為33800萬令吉。目前，這些商場有70％的入住率尚未達到突破。不過，如果輕鐵在明年就緒，可能會進一步提高入住率。如果jaks設法以3.8億令吉的價格將這些商場剝離，那麼它可以進一步將資產從現金中獲利。
總而言之，如果繼續貨幣化，它將實現1.67億盧比（地鐵賣地）+ 240萬令吉（太平洋明星商業中心）+ 33800萬令吉（演進概念商城）= 7.4億盧比，轉換硬資產大幅現金7.40億盧比，增加現有退出現金8600萬馬幣，淨借款4.45億馬克，將轉為淨現金倉位約3.8億馬幣或關於淨現金80森林/股。
如果實現，jaks不僅將成為現金豐厚的公司，而且還擁有龐大的建設訂單27億令吉的公司，並從其40％的電廠股權中獲得了25年的長期盈利能力
Calvin 評論：
超過2年8個月後，我們的朋友Hng33終於強調了資產擁有的Jaks。根本沒有驚喜所有這些因素已經在Jaks的255％的價格上漲中定價。
現在，這個炒作轉向了Jaks越南電廠，以進一步推動其股價
Calvin認為，由於這些原因，太過於樂觀的預測
1）印度的Mudajaya電廠面臨成本超支以及Malakoff電廠。兩者都面臨問題。你可以看到他們表現不佳。Jaks會做得更好嗎？
我值.疑 ?為什麼？
因為Jaks在越南沒有壟斷地位。因此，Jaks沒有定價權。 Jaks也可能面臨類似Mudajaya和Malakoff的障礙
參見越南電力生產商名單
越南發電站名單
List of power stations in Vietnam
| Station | Capacity (MW) | Total (MW) | Community | Coordinates | Status | Ref |
|---|---|---|---|---|---|---|
| Hàm Thuận – Đa Mi hydroelectric power stations | 2x150+2x88 | 476 | Operational | |||
| Lai Châu Dam | 4x300 | 1200 | Under Construction | |||
| Hòa Bình Dam | 8x240 | 1920 | Hòa Bình | 20°48′30″N 105°19′26″E | Operational | [5][6] |
| Trị An Hydro | 400 | 400 | Trị An | Operational | ||
| Tuyên Quang Hydro | 3x114 | 342 | Tuyên Quang | Operational | ||
| Thac Ba | 3x36 | 108 | Operational | |||
| A Vuong | 2x105 | 210 | Operational | |||
| Đa Nhim Hydro | 4x40 | 160 | Operational | |||
| Dai Ninh | 2x150 | 300 | Operational | |||
| Quảng Trị Hydro | 2x32 | 64 | Quảng Trị | Operational | ||
| Yali Falls Dam | 4x180 | 720 | Operational | |||
| Thác Mơ Hydro | 2x75 | 150 | Operational | |||
| Can Don | 2x38 | 76 | Operational | |||
| Srok Phu Mieng | 2x25.5 | 51 | Operational | |||
| Se San 3 | 2x130 | 260 | Operational | |||
| Se San 3a | 2x54 | 108 | Operational | |||
| Se San 4 | 3x120 | 360 | 1 unit Operational | |||
| Buôn Kuốp | 2x140 | 280 | Operational | |||
| Buon Tuasrah | 2x43 | 86 | Operational | |||
| Song Ba Ha | 2x110 | 220 | Operational | |||
| Binh Dien | 2x22 | 44 | Operational | |||
| Ban Ve | 2x160 | 320 | 1 unit Operational | |||
| Vinh Son | 2x33 | 66 | Operational | |||
| Sông Hinh Hydro | 2x32 | 64 | Sông Hinh | Operational | ||
| Pleikrong | 2x50 | 100 | 1 unit Operational | |||
| ZaHung | 2x15 | 30 | Operational | |||
| Song Con | 3x20 | 60 | Operational | |||
| KrongHNang | 2x32 | 64 | On-going project | |||
| Sơn La Dam | 6x400 | 2400 | Mường La | 21°29′47″N 103°59′42″E | Operational | |
| Srepok3 | 2x110 | 220 | On-going project | |||
| Srepok4 | 2x40 | 80 | On-going project | |||
| Khao Mang | 2x15 | 30 | On-going project |
所以從這Rm1.42的高 價格我不認為Jaks可以再上漲255％到Rm5.04
現在讓Calvin Tan 向你展示另一個有潛力的股票就像Jaks在40仙（完全不受歡迎，不想要的和被遺棄的）
潛在的255％的增長是BINA PURI
BPuri現在賣33.5仙（完全不受歡迎，不想要的和被遺棄的）
看看為什麼Calvin喜歡BPuri
回答
第1號BPuri的銷售價為33.5仙，NTA為90.03仙，或NTA的62％折扣
SUMMARY OF KEY FINANCIAL INFORMATION
|
|
INDIVIDUAL PERIOD
|
CUMULATIVE PERIOD
|
||||
|
CURRENT YEAR QUARTER
|
PRECEDING YEAR
CORRESPONDING QUARTER |
CURRENT YEAR TO DATE
|
PRECEDING YEAR
CORRESPONDING PERIOD |
||
|
31 Mar 2017
|
31 Mar 2016
|
31 Mar 2017
|
31 Mar 2016
|
||
|
$$'000
|
$$'000
|
$$'000
|
$$'000
|
||
| 1 | Revenue |
279,033
|
294,482
|
279,033
|
294,482
|
| 2 | Profit/(loss) before tax |
3,251
|
2,547
|
3,251
|
2,547
|
| 3 | Profit/(loss) for the period |
2,120
|
1,730
|
2,120
|
1,730
|
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent |
626
|
812
|
626
|
812
|
| 5 | Basic earnings/(loss) per share (Subunit) |
0.25
|
0.35
|
0.25
|
0.35
|
| 6 | Proposed/Declared dividend per share (Subunit) |
0.00
|
0.00
|
0.00
|
0.00
|
|
AS AT END OF CURRENT QUARTER
|
AS AT PRECEDING FINANCIAL YEAR END
|
||||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) |
0.9003
|
0.9181
|
||
如果您將Jaks NTA與BPuri的NTA進行比較，您將注意到他們都是自己的購物商城。 然而，BPuri還擁有收費公路，稱為LATAR HIghway（50％）。 Bpuri還在印度尼西亞成功上市電廠，而Jaks越南電廠仍在進行中。
2）雖然Jaks的股價已經被受歡迎的需求所追逐Bpuri的股價已經下跌到了Rock Bottom Now。
這是Calvin 最喜歡的目標 - 他的低需求不會失望。 Bpuri的股價已經下跌了70％以上從這裡我不認為Bpuri會再下降70％到10 Sen。
為什麼呢
由於內部人員仍然願意 在50 仙購買BPURI 的 ESOS
真正的內幕人士在50 仙通過ESOS併購買了數百萬的BPURI。
請參見下表
| TAN SRI DATUK TEE HOCK SENG, JP | 14-Jul-2017 | 50 sen(esos) | 1,560,000 | 780,000.000 |
 |
| TEE HOCK SENG, JP | 21-May-2015 | 50 sen(esos) | 1,430,000 | 729,300.000 |
|
| BUMIMAJU MAWAR SDN. BHD. | 11-May-2015 | Acquired | 8,775,000 | 4,475,250.000 |
|
| BUMIMAJU MAWAR SDN. BHD. | 11-May-2015 | Acquired | 100,000 | 57,751.010 |
|
| TAN SRI DATUK TEE HOCK SENG, JP | 16-Dec-2014 | Acquired | 30,100 | 0.512 |
|
| TAN SRI DATUK TEE HOCK SENG, JP | 15-Dec-2014 | Acquired | 20,000 | 0.505 |
|
| TAN SRI DATUK TEE HOCK SENG, JP | 11-Dec-2014 | Acquired | 10,000 | 0.545 |
|
| TAN SRI DATUK TEE HOCK SENG, JP | 02-Dec-2014 | Acquired | 5,000 | 0.600 |
|
| TAN SRI DATUK TEE HOCK SENG, JP | 29-Oct-2014 | Acquired | 7,000 | 0.630 |
|
| TAN SRI DATUK TEE HOCK SENG, JP | 21-Oct-2014 | Acquired | 33,100 | 0.590 |
|
| TAN SRI DATUK TEE HOCK SENG, JP | 14-Oct-2014 | Acquired | 20,000 | 0.615 |
|
| TAN SRI DATUK TEE HOCK SENG, JP | 10-Oct-2014 | Acquired | 50,000 | 0.650 |
|
| BUMIMAJU MAWAR SDN. BHD. | 29-Aug-2014 | Acquired | 10,000 | 0.673 |
|
| BUMIMAJU MAWAR SDN. BHD. | 11-Aug-2014 | Acquired | 13,000 | 0.685 |
|
| BUMIMAJU MAWAR SDN. BHD. | 06-Aug-2014 | Acquired | 30,000 | 0.712 |
|
| BUMIMAJU MAWAR SDN. BHD. | 04-Aug-2014 | Acquired | 30,000 | 0.677 |
|
| TAN SRI DATUK TEE HOCK SENG, JP | 04-Jul-2014 | Acquired | 10,000 | 0.680 |
|
| TAN SRI DATUK TEE HOCK SENG, JP | 19-May-2014 | Acquired | 10,000 | 0.675 |
|
| BUMIMAJU MAWAR SDN. BHD. | 23-Apr-2014 | Acquired | 5,000,000 | 1.000 |
|
| TAN SRI DATUK TEE HOCK SENG, JP | 26-Mar-2014 | Acquired | 5,000 | 0.690 |
|
| TAN SRI DATUK TEE HOCK SENG, JP | 24-Mar-2014 | Acquired | 5,000 | 0.694 |
|
| BUMIMAJU MAWAR SDN. BHD. | 19-Mar-2014 | Acquired | 10,000 | 0.695 |
|
| BUMIMAJU MAWAR SDN. BHD. | 17-Mar-2014 | Acquired | 5,000 | 0.700 |
|
| BUMIMAJU MAWAR SDN. BHD. | 10-Mar-2014 | Acquired | 15,000 | 0.695 |
|
| BUMIMAJU MAWAR SDN. BHD. | 06-Mar-2014 | Acquired | 25,000 | 0.703 |
|
所以在 2014年12月16日,CALVIN Tan 在40仙 時非常樂意購買JAKS, 當時BPURI的頂級老闆以44 仙 購買JAKS
現在，Calvin Tan 甚至更加喜歡買33.5 仙 BPURI，當BPURI的頂級老闆在50 SEN購買BPURI
Jaks從40仙到44仙的折扣只有10％
但是BPURI在33.5仙 到50 仙 的折價是一個更大的33％
祝好回報
Calvin Tan研究
新加坡
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Discussions
Be the first to like this. Showing 12 of 12 comments
But Bpuri management is not a good management. stingy also. Better avoid.
2017-08-16 22:11
Gushan,
ESOS at that 50 sen par value was mentioned by one Remisier from UOB Kayhain. He said it cannot fall below par value of 50 sen. How true i need to check on it.
The report month of July 2017 could be delayed reporting.
In any case INSIDERS bought from ESOS at 50 Sen instead of buying from open market at much cheaper prices.
This was due to the limited amount of Bpuri shares traded in the open market. As they wanted huge volume the only way is through ESOS in huge volumes.
2017-08-17 00:33
Calvin go check bumimaju shareholding now... I believe they sold it at loss... why ?
2017-08-17 09:34
Gen2
Over the years bpuri shares have weakened while some sold at loss Insiders never sell any but continued to load up and load up even more as prices go lower.
Just follow insiders closely
2017-08-17 09:54
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CS Tan
4.9 / 5.0
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....
calvintaneng
translation in progress.
pls bear with us
thks
2017-08-16 20:16