THE INVESTMENT APPROACH OF CALVIN TAN
MUDA LIMIT UP TWICE DUE TO GOOD RESULT & ECOMMERCE: TIME TO LOOK AT KPSCB (Calvin Tan Research
calvintaneng
Publish date: Wed, 28 Feb 2018, 08:53 PM
calvintaneng
0 1,794
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/gals
MUDA SHARE PRICE SURGED LIMIT UP THESE TWO DYS DUE TO THESE REASONS
1) MUDA BEING IN PAPER PAKAGING WITH CARD BOXES FOR POST AND DELIVERY OF GOODS WILL BE INCREASINGLY NEEDED DUE TO THE RISE OF ECOMMERCE. MUDA IS THE BASIC RAW MATERIAL OEM WHICH PPHB, MASTER PACK & ORNA PAPER BUY FROM
2) CHINA BANNING SCRAP PAPER WASTE IMPORT WILL HELP MUDA TO SECURE LARGE QUATITIES OF WASTE SCRAP AT LOWER PRICES (MUDA IS THE LARGEST SCRAP WASTE PAPER COLLECTERS & MANUFACTURERS IN MALAYSIA
3) MUDA'S LATEST QUARTER GOOD RESULTS TRIGGERED LIMIT UP FOR TWO DAYS
SO FAR SO GOOD.
IS MUDA OVERPRICED NOW?
YES AND NO.
FOR NOW STALE BULLS MIGHT TAKE PROFIT. LONGER TERM MUDA WILL DO WELL DUE TO ECOMMERCE
CALVIN THINKS ALL HAVE MISSED KPSCB
KPSCB IS ALSO DOING PAPER MILLING LIKE MUDA
SEE
WWW.KPSCB.COM.MY
THESE ARE THE SALIENT FACTORS FOR KPSCB
1) AT 53 SEN KPSCB WITH NAV OF RM1.72 IS SELLING AT A WHOPPING 70% DISCOUNT TO NTA
A HUGE MARGIN OF SAFETY
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 Dec 2017
|
31 Dec 2016
|
31 Dec 2017
|
31 Dec 2016
|
||
|
$$'000
|
$$'000
|
$$'000
|
$$'000
|
||
| 1 | Revenue |
184,112
|
135,202
|
616,968
|
557,471
|
| 2 | Profit/(loss) before tax |
6,134
|
3,020
|
16,425
|
12,751
|
| 3 | Profit/(loss) for the period |
4,661
|
1,547
|
11,924
|
8,398
|
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent |
4,590
|
1,495
|
11,703
|
8,084
|
| 5 | Basic earnings/(loss) per share (Subunit) |
3.10
|
1.01
|
7.92
|
5.47
|
| 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 ($$) |
1.7200
|
1.6500
|
||
Definition of Subunit:
In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:
| Country | Base Unit | Subunit |
| Malaysia | Ringgit | Sen |
| United States | Dollar | Cent |
| United Kingdom | Pound | Pence |
Announcement Info
| Company Name | KPS CONSORTIUM BERHAD |
| Stock Name | KPSCB |
| Date Announced | 26 Feb 2018 |
| Category | Financial Results |
| Reference Number | FRA-14022018-00001 |
2) AT 7.92 EPS KPSCB HAS A P/E OF 6.69 ONLY. UNDEMANDING VALUE. OR 14.9% GROWTH RATE. THIS IS BETTER THAN MUDA
3) KPSCB HAS PAPER MILLING & PAPER CONVERTING
See
THESE ARE CONVERTED TO CARD BOXES FOR ECOMMERCE DELIVERY LIKE MUDA , PPHB, MASTER & ORNAPAPER
KPSCB ALSO GOT THE HIGH QUALITY AAA BONDED PAPER
AND PLYWOOD FOR CONSTRUCTION (HIGHWAY PILLAR FORMING) & BUILDING MATERIAL
 Building material is any material which is used for a construction purpose. Many naturally occurring substances, such as clay, sand, wood and rocks, even twigs and leaves have been used to construct buildings. Apart from naturally occurring materials, many man-made products are in use, some more and some less synthetic.
 Plywood is our specialty and we offer a wide variety of plywood for housing, furniture, industry and commercial usage. Our size of plywood are range from 3mm thick to 25mm thick and vary from 3’ x 6’ to 4’ x 8’ dimension. We sell various brands of plywood ranges from TTB, HOUSE, MVP, BG, GOLDEN AND AR. We also have our own plant and machinery to offer small capacity of laminated of fancy plywood, i.e. from Nyatoh ply to Ramin, Semangkok, Teak, White Beech Ply.   Distributor for Lafarge Semen Sdn Bhd’ House Brand Cement, manufactured by Associated Pan Malaysia Cement Sdn Bhd. We offer the following type of cements :-
Ordinary Portland Cement (OPC) – Bag Cement/Bulk Cement
SO GOING FORWARD KPSCB HAS ALL THE PERFECT GOODS FOR MALAYSIA
AND BEST OF ALL IS THIS
I SPOKE TO OSK ISKANDAR TOP BOSS ABOUT MY FIELD VISIT TO KPSCB FACTORY IN BANDAR SRI ALAM
AN ONGOING BUSINESS WITH CREDIBLE BUSINESSES. PLUS IT HAS VERY GOOD INVESTMENT PROPERTIES & FACTORIES IN PRIME LOCATIONS THESE ARE STILL LISTED AT OLD BOOK VALUE
SO? SO KPSCB IS A COMPANY RIPE FOR CAPITAL EXERCISE MAYBE OSK-RHB COULD SUGGEST AND PROPOSE KPSCB TO GO FOR BONUS ISSUES WITH FREE WARRANTS THIS WILL CREATE MORE RETAIL PARTICIPATION BUT KPSCB HQ IS IN KL MAYBE TA ENTERPRIZE SHOULD DO THE JOB
IN ANY CASE CALVIN THINKS BETTER GET SOME KPSCB SHARES WHILE CHEAP WHO KNOWS? THE CROWD WHO CHASED MUDA MIGHT FINALLY REALISE THE DEEP VALUE OF KPSCB?
GOOD LUCK
WARM REGARDS
Calvin Tan Research, Singapore |
||||||||||
EXTRA EXTRA!!
KPSCB BOSS KOH BOH SENG HAS BEEN BUYING AND BUYING KPSCB SHARES NON STOP
JUST LIKE TOMYPAK, TNLOGIS, PTARAS JAYA, YEE LEE BOSSES BUYING AND BUYING BEFORE THEIR SHARES FLEW AWAY
| MR KOH POH SENG | 13-Feb-2018 | Acquired | 12,000 | 0.000 |
 |
| MR KOH POH SENG | 12-Feb-2018 | Acquired | 1,000 | 0.000 |
|
| MR KOH POH SENG | 18-Jan-2018 | Acquired | 72,900 | 0.000 |
|
| MR KOH POH SENG | 16-Jan-2018 | Acquired | 1,800 | 0.000 |
|
| MR KOH POH SENG | 02-Jan-2018 | Acquired | 51,000 | 0.000 |
|
| MR KOH POH SENG | 29-Dec-2017 | Acquired | 25,000 | 0.000 |
|
| MR KOH POH SENG | 11-Dec-2017 | Acquired | 2,000 | 0.000 |
|
| MR KOH POH SENG | 07-Dec-2017 | Acquired | 280,000 | 0.000 |
|
| MR KOH POH SENG | 16-Nov-2017 | Acquired | 202,000 | 0.000 |
|
| MR KOH POH SENG | 14-Nov-2017 | Acquired | 13,300 | 0.000 |
|
| MR KOH POH SENG | 13-Nov-2017 | Acquired | 156,600 | 0.000 |
|
| MR KOH POH SENG | 11-Oct-2017 | Acquired | 30,000 | 0.000 |
|
| MR KOH POH SENG | 10-Oct-2017 | Acquired | 21,000 | 0.000 |
|
| MR KOH POH SENG | 07-Mar-2016 | Acquired | 50,000 | 0.000 |
|
| MR KOH POH SENG | 25-Feb-2016 | Acquired | 30,000 | 0.000 |
|
| MR KOH POH SENG | 23-Feb-2016 | Acquired | 110,000 | 0.000 |
|
| MR KOH POH SENG | 11-Feb-2016 | Acquired | 20,000 | 0.000 |
|
| MR KOH POH SENG | 10-Feb-2016 | Acquired | 10,000 | 0.000 |
|
| MR KOH POH SENG | 30-Nov-2015 | Acquired | 20,000 | 0.000 |
|
| MR KOH POH SENG | 27-Nov-2015 | Acquired | 40,000 | 0.000 |
|
| MR KOH POH SENG | 26-Nov-2015 | Acquired | 65,000 | 0.000 |
|
| MR KOH POH SENG | 25-Nov-2015 | Acquired | 10,000 | 0.000 |
|
| MR KOH POH SENG | 24-Nov-2015 | Acquired | 25,000 | 0.000 |
|
| MR KOH POH SENG | 23-Nov-2015 | Acquired | 30,000 | 0.000 |
|
| MR KOH POH SENG | 20-Nov-2015 | Acquired | 10,000 | 0.000 |
|
|
Building material is any material which is used for a construction purpose. Many naturally occurring substances, such as clay, sand, wood and rocks, even twigs and leaves have been used to construct buildings. Apart from naturally occurring materials, many man-made products are in use, some more and some less synthetic.
Plywood is our specialty and we offer a wide variety of plywood for housing, furniture, industry and commercial usage. Our size of plywood are range from 3mm thick to 25mm thick and vary from 3’ x 6’ to 4’ x 8’ dimension. We sell various brands of plywood ranges from TTB, HOUSE, MVP, BG, GOLDEN AND AR. We also have our own plant and machinery to offer small capacity of laminated of fancy plywood, i.e. from Nyatoh ply to Ramin, Semangkok, Teak, White Beech Ply. Distributor for Lafarge Semen Sdn Bhd’ House Brand Cement, manufactured by Associated Pan Malaysia Cement Sdn Bhd. We offer the following type of cements :-
Ordinary Portland Cement (OPC) – Bag Cement/Bulk Cement |
||||||||||
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Discussions
Be the first to like this. Showing 21 of 21 comments
Posted by Jamaica > Feb 28, 2018 09:16 PM | Report Abuse
How your promoting O&G counter _ Carimin? Still OK? I see drop almost 20-25% already.
http://klse.i3investor.com/quoteservlet.jsp?sa=ss&q=CARIMIN
Carimin & Bonia as well as CSCSteel all perfectly OK
Carimin is facing the last negative quarter from backlog
Next quarters should turn positive all the way just like Waseong
2018-02-28 21:17
Good morning,
One stock goes up then we look around for another in similar industry which is still cheap. This is called arbitrage. So we ride on the uptrend.
If muda does well in corrugated box pakaging so will kpscb as it has similar products.
And no dividend is not an issue. BERKSHIRE HATHAWAY never give dividend as Dividend is taxable. So Warren Buffet wisely told investors to compound all their profits. And compound interest is the 8th wonder of the world.
USA DOW CRASHED ANOTHER 300 POINTS LAST NIGHT. SO MORE PEOPLE WILL SAVE MONEY IN BAD TIMES.
HOW TO SAVE MONEY? BY BUYING GOODS ONLINE THROUGH ECOMMERCE OF ALIBABA, AMAZON, TABAO OR HERE IN MALAYSIA THE VERY POPULAR LAZADA AND OTHERS. ALL SAVINGS FROM 30% TO 80% AS MIDDLE MEN LIKE PARKSON AND CONVENTIONAL SALESMEN ARE BYPASSED.
SO LOTS OF CORRUGATED BOXES FOR DELIVERY WILL BE NEEDED FROM MUDA AND KPSCB
AND KPSCB ALSO DEALS WITH PLYWOOD..THE CHEAPEST WOOD AROUND FOR SAVING MONEY.
SO THESE ARE RECESSION PROOF BUSINESSES. WILL DO EVEN BETTER IN BAD TIMES
JUST LIKE MILO AND MAGGIE SALES PEOPLE TOLD ME. IN GOOD TIMES WE DRINK MILO IN THE COFFEE SHOP. IN BAD TIMES WE MAKE OUR MILO AT HOME AND ALSO EAT MORE MAGGIE MEE TO SAVE MONEY. SO IN GOOD TIMES WE ARE GOOD. AND IN BAD TIMES WE ARE BETTER.
SEE HOW NESTLE SHARE PRICE CROSSED RM100
SO KPSCB HAS ALL THE PRODUCTS TO SURVIVE AND EVEN PROSPER IN GOOD OR BAD TIMES.
2018-03-01 08:08
TA is ok
At its core it is profitable in Stock Brokering. Losses from Currency due to Ringgit rise is a one off
TODAY TA WILL SAIL INTO NEW WATERS WITH VERY FAVOURABLE WIND OF SUPPORT FROM BEHIND
2018-03-01 08:57
Good.
MUDA after 2 days Limit Up still green today
That means KPSCB still a laggard over looked
Any Investment Banker wake up!!
GO SEE KPS THE BOSS OF KPSCB
TEACH HIM HOW TO GO FOR A CORP EXERCISE
GIVE BONUS & FREE WARRRANTS FOR KPSCB SHARES
AT THE SAME TIME JUST DECLARE A 10 SEN DIVIDEND
SURE(GUARANTEE) TO RISE ABOVE 70 SEN AND GO ON TO RM1.00
THIS ONE BEATS MASTER PACK AND PPHB HANDS DOWN
KPSCB SHOULD BE IN THE SAME LEAQUE WITH ORNAPAPER ABOVE RM1.00 RANGE
2018-03-01 10:52
Good morning
yes firehawk,
value investors, momentum players, goreng gang and active overt and covert syndicates are all here in i3 forum
this is an exciting but dangerous place.
i hope all invest carefully through all the pitfalls, landmines, gold mines and find success.
kyosan
thanks for the interesting link
is indahpaper listed? under which co.
TO ALL FELLOW INVESTORS
PLEASE REMEMBER THESE THOUGHTS
1. HE THAT IS LOW NEEDS FEAR NO FALL.
That means always try to buy while shares are cheap and prices are cheap.
2. NEVER TO CHASE A SHARE AFTER IT HAS SUDDENLY GONE UP SUBSTANTIALLY. NEVER TO SELL A SHARE AFTER IT HAS CRASHED SUDDENLY.
Of course it depends on the fundamental. Sell only fundanmental has deteriorated. And buy when fundamental is on sound footing.
3. KPSCB TOP BOSS sometimes sell and take profit after price surged a lot. We have yet to see what his actions are this round
CALVIN WISHES ALL A NICE CHAP GOH MEH TODAY.
PLEASE TRADE CAREFULLY AND ALSO INVEST DEFENSIVELY
Thank You
2018-03-02 11:03
Thank you Calvin for such a good call. I bought at 56, still holding. How can I contact you, we could exchange ideas, I used to work in an international stock broking house doing equity research. My number is 0122162718. Can drop me a line on my WhatsApp please.Thanks.
2018-03-02 11:53
Sandrakkc,
Calvin is happy for you buying early while price still cheap.
Yes. i noted your whatassp no. i still in Spore.
2018-03-02 12:41
ttps://t.me/joinchat/EYN2QEHlfn4TTs_oWnPzwA
Add a "h" in front of ttps to join the group for more stock discussion.
2018-05-29 09:45
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Jamaica
How your promoting O&G counter _ Carimin? Still OK? I see drop almost 20-25% already.
http://klse.i3investor.com/quoteservlet.jsp?sa=ss&q=CARIMIN
2018-02-28 21:16