THE INVESTMENT APPROACH OF CALVIN TAN
TALAMT - An Undervalue Stock Going Through Transformation with Powerful New Catalysts, Calvin Tan Research
calvintaneng
Publish date: Thu, 16 Aug 2018, 08:23 PM
calvintaneng
0 1,798
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,
TALAMT Is An Undervalue Stock Going Through Transformation with Powerful New Catalysts
These are some salient Factors for TalamT
1) At 4 sen with NTA of 9 sen TalamT is selling at 56% Discount to NTA. There is huge margin of safety
Sifu Ben Graham only as for 30% discount to NTA
2) A check with TalamT NTA reveals very undervalue Assets. So if all the Assets are revalued & updated the RNAV could be 30 sen to 50 sen. This shows that there is DEEP Hidden Value in TalamT
How can we detect Deep Undervaluation?
Answer:
By looking at TalamT past Assets disposal to SEE the price differences
Example is the Sale of Lands in Year 2012
See
| TRINITY CORPORATION BERHAD |
| Type | Announcement |
| Subject |
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS |
| Description |
TRINITY CORPORATION BERHAD ("TCB" or "the Company") PROPOSED DISPOSAL OF INVESTMENT PROPERTY BY BUKIT KHAZANAH SDN BHD, A 99.65%-SUBSIDIARY OF TCB TO BEST BOULEVARD SDN BHD |
|
The Board of Directors of TCB wishes to announce that Bukit Khazanah Sdn Bhd (Company No. 120520-K) (“Vendor” or “BKSB”), a 99.65%-subsidiary of the Company has on 7 December 2012 entered into a Sale and Purchase Agreement with Best Boulevard Sdn Bhd (Company No. 735495-M) (“BBSB” or “Purchaser”) to dispose an investment property consisting of a piece of leasehold land held under Pajakan Negeri No. 10858, Lot 44816, Seksyen 15, Bandar Ampang, Daerah Ulu Langat, Negeri Selangor Darul Ehsan (“Land”) measuring approximately 44,786 square metres together with the recreational club house building and facilities (“Building”) [Land and Building are collectively known as “the Property”] for a total cash sale consideration of RM109,400,000.00 only (“Proposed Disposal”).
The Net Carrying Value of This Property Is RM11.19 million.
THAT MEANS THAT TalamT MADE (Rm109.4 Mil - Rm11.19 Mil) = Rm98.21 Millions Profit Which is 877% YES! TalamT made 877% Profit from just One Asset Disposal.
See this one (Refer to TalamT Bursa Announcement) On 6 February 2018 TalamT disposed an Asset for |
|
Rm31.22 Millions. It was revealed that the Net carrying Value is only a mere Rm1.04 millions
Which means that TalamT has garnered a profit of (Rm31.22 millions - Rm1.04 millions) = Rm30.18 millions
Amazing indeed! Cost of Asset Rm1.04. Sale Price Rm31.22 Millions
Profit Rm30.18 Millions or 2,910%
2,901% Profit? REALLY MIND BOGGLING!
3) AND ALL THESE REMAINING ASSETS ARE OF HIGH VALUE STILL WITH LOW BOOK VALUE
+ # Mukim Serendah Daerah Ulu Selangor Bandar Bukit Beruntung Negeri Selangor 197.61 acres * 178.41 Town ship Development Bukit Beruntung 17/02/2015 Freehold N/A N/A 41,934,000
Mukim Serendah Daerah Ulu Selangor Bandar Bukit Sentosa Negeri Selangor 993.99 acres * 120.18 Bukit Sentosa III Development of industrial, residential and commercial development 29/10/1994 Freehold N/A N/A 54,850,000
A sampling of TalamT lands revealed that they are of
industrial, residential and commercial development
And they are sitting on Old Book Value Like Gold Mines yet to be revalued.
EVERY ASSET DISPOSAL WILL REVEAL A GAIN OF 8 Times, 9 Times or 10 Times (1,000%) or even more!
4) NEW CATALYST NO. 1 - PROTON CITY IN TANJUNG MALIM
With Geely Jv with Proton there will be A Massive Boom up north of Bkt Sentosa, Bkt Beruntong & Ulu Yam where TalamT has prime Indstrial & Commercial Lands which can only increase in Value due to development spillover
5) NEW CATALYST NO. 2 - PH GOVT GOING FOR AFFORDABLE HOUSING
TalamT, Brisdale & Larut were famous in times past for Affordable Housing. This augurs well and in line with PH Govt empasis. Great news for TalamT as it still has thousands of acres of valuable landbanks in Selangor, Gombak, Dengkil, Batang Berjuntai, Bkt Beruntung & Bkt Sentosa
6) WITH SO MUCH HIDDEN VALUE AND UPCOMING GOOD PROSPECTS INSIDERS OF TALAMT HAVE BEEN LOADING UP TALAMT SHARES AS HIGH AS 8.5 SEN TO 11 SEN
See
| MR CHAN TET EU | 18-Apr-2016 | Acquired | 500,000,000 | 0.085 |
 |
| TAN SRI DATO DR IR CHAN AH CHYE @ CHAN CHONG YOON | 18-Apr-2016 | Acquired | 500,000,000 | 0.085 |
|
| TAN SRI DATO DR IR CHAN AH CHYE @ CHAN CHONG YOON | 18-Apr-2016 | Disposed | 500,000,000 | 0.085 |
|
| YAW CHUN SOON | 25-Feb-2016 | Others | 230,000,000 | 0.000 |
|
| TAN SRI DATO' (DR) IR CHAN AH CHYE @ CHAN CHONG YOON | 17-Oct-2014 | Acquired | 900,000,000 | 0.110 |
|
| CHAN TET EU | 31-Jul-2014 | Acquired | 56,250,000 | 0.000 |
|
| TAN SRI DATO' (DR) IR CHAN AH CHYE @ CHAN CHONG YOON | 31-Jul-2014 | Acquired | 56,250,000 | 0.000 |
|
| CHAN TET EU | 24-Jul-2014 | Acquired | 230,000,000 | 0.094 |
|
| CHAN TET EU | 24-Jul-2014 | Acquired | 10,730,102 | 0.070 |
|
| TAN SRI DATO' (DR) IR CHAN AH CHYE @ CHAN CHONG YOON | 24-Jul-2014 | Acquired | 230,000,000 | 0.094 |
|
| TAN SRI DATO' (DR) IR CHAN AH CHYE @ CHAN CHONG YOON | 24-Jul-2014 | Acquired | 10,730,102 | 0.070 |
|
| TAN SRI DATO' (DR) IR CHAN AH CHYE @ CHAN CHONG YOON | 24-Jul-2014 | Others | 734,904 | 0.000 |
|
| YAW CHUN SOON | 24-Jul-2014 | Acquired | 230,000,000 | 0.094 |
So if Insiders SEE VALUE and Bought So Much at 8.5 sen to 11 sen
At 4 sen (less than half their buying prices) we ARE GETTING A GREAT BARGAIN AND AT A HUGE DISCOUNT!!
7) SINCE YEARS 2011 TALAMT has Been Disposing Asset after Asset to pare down Its Debt from about Rm1.5 Billions to less than Rm500 millions.
And at the rate of its Asset Disposal it is on course to be a CASH RICH COMPANY like Dutaland. Dutaland was 39.5 sen when I called for a buy. Today it's 55 sen (up almost 40%). Next will be TalamT
8) THE TOP BOSS DATUK CHAN HAS BEEN CONVERTED AND MADE A NEW CREATION IN CHRIST. AND THIS IS A PERSONAL TRANSFORMATION
SO HE HAS RENAMED TALAM TO TALAMT OR TALAM TRANSFORM
BRIEF HISTORY OF TALAM
INDEED TALAM WAS RECOMMENDED BY DR NEOH SOON KEAN IN HIS MONTHLY NEWS LETTER IN YEAR 2006 AT RM1.00.
AT THAT TIME WHEN TALAM WAS RM1.00 IT DECLARED A 4 SEN DIVIDEND
BUT ALAS!
TALAM SHARE PRICE SUDDENLY COLLAPSED FROM RM1.00 TO ONLY 10 SEN (A CRASH OF 90%?)
THE VERY NAME TALAM IN CHINESE SOUNDS LIKE
"TA" OR BIG IN CHINESE
"LAM" SOUNDS LIKEE "CRASH" IN CANTONESE
SO TALAM SOUNDS LIKE "TAI LUMP" OR "BIG CRASH" FOR ALL WHO BOUGHT AT RM1.00 & ENDED WITH 10 SEN FOR A 90% WIPE OUT!!
HOWEVER, THIS TOTALLY BOMBED OUT TALAM IS NOW IN CALVIN TAN RESEARCH'S INVESTMENT RADAR
IT IS GOING TO BE TALAM (((TRANSFORM)))
ANOTHER HAM YI FAN SANG (DEAD STOCK COMING TO LIFE AGAIN)
WARM REGARDS
Calvin Tan Research
Please buy/sell after doing your own due diligence.
IS TALAMT ANOTHER HIDDEN GEM?
HA! SINCE POSTING I GOT SOME COMMENTS TOTALLY OBNOXIOUS
The Saying is true
“Do not give what is holy to the dogs; nor cast your pearls before swine, lest they trample them under their feet, and turn and tear you in pieces.
Thought it only apply to "Don't cast your pearls before pigs, lest they trample them under their feet"
Now also don't cast "Gem" before cows (lembu)?
But of course there are those who can recognise a "GEM" when they SEE it.
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Discussions
1 person likes this. Showing 50 of 82 comments
WHY DIRECTORS BOUGHT AT 8.5 TO 11 SEN IN 2014 AND 2016 AND NOT NOW WHEN PRICE IS EVEN LOWER AT 3.5 SEN TO 4 SEN??? THEY SHOULD TRIPLE THEIR PURCHASE AS IT IS 100 PERCENT CHEAPER!!!!
BACK IN 2014 AND 2016 THERE WAS A SLIGHT REDUCED LOSS WHICH MADE SOME PPL INCLUDING CONVIN THINK THAT THE COMPANY WAS TURNING AROUND SO THEY BOUGHT MILLIONS AT SO CALLED CHEAP RICE OF 9 TO 11 SEN.
SINCE THEN THE COMPANY CONTINUED TO BLEED IN THE RED YEAR AFTER YEAR. RED YEAR AFTER YEAR. CHECK THE FINANCIAL STATEMENTS.
LOS AND LOSS AND LOSS WERE EVERYWHERE IN THE FINANCIAL REPORTS!!!
NOW THEY ARE STUCK AND FINDING WAYS TO PUSH UP PRICES SO THEY CAN UNLOAD TO UNSUSPECTING NEWBIES!!!
2018-08-17 12:47
WOW! NOW 3.5 TO 4 SEN ONLY. DON'T CARE HIGH DEBT AND LOSS MAKING. BUY AND THEN PROMOTE, PRAISING IT AS A GEM, NO DEBT, DIVIDEN GIVING( ALTHOUGH NO DIVIDENDS SINCE 2005), KEEP PROMOTING WVERY DAY TO PUSH UP PRICE. ONCE REACH TARGET PRICE, SELL AND LAUGH TO THE BANK AND DISAPPEAR. HAHAHA GOOD STRATEGY TO MAKE MONEY..
SO MANY SUCKERS IN I3 FORUM.. LETS BUY MORE CONVIN, YOU PROMOTE AND I SUPPORT, OK?
2018-08-17 12:56
4 SEN?
VERY CHEAP IF YOU ARE ABLE TO SEE AHEAD OF TIME.
LAST TIME PM CORP WAS 9 SEN FOR 2 LONG YEARS.
ALL WHO BOUGHT AT 9 SEN FOR PM CORP LATER GAINED 300% WHEN PM CORP REACHED 36 SEN
THOSE WHO DIDN'T SELL STILL OK AS ALL GOT 8 SEN CASH PAYOUT.
SO WILL BE TALAM
TALAM WILL GO UP IN PRICE
AND A CASH PAY OUT POSSIBLE
2018-08-17 17:30
Well said,
You are the Macai of Syndicates who conned newbies in Xinquan, Mudajaya, Jaks at above Rm1.00 and now in Lionin den!!!
Ha!
I must expose your Master's sinister plan?
2018-08-17 20:22
Yes Victoria88,
Thks for clicking likes
GOOD
VICTORIA = Victory for TalamT
88 = DOUBLE PROPSPERITY
NOW ALL AT TALAM WILL GET A DOUBLE BLESSINGS!!!
2018-08-17 20:25
VERY GOOD NEWS FOR TALAM
CHINA COMPANIES INJECTING RM41 BILLIONS FOR CAR MANUFACTURING IN MALAYSIA
TANJUNG MALIM IS PROTON CITY
AND TALAM'S INDUSTRIAL LANDS IN BKT BERUNTUNG/BKT SENTOSA WILL BENEFIT
See
https://www.thestar.com.my/business/business-news/2018/08/18/china-firms-propose-rm41bil-for-malaysias-third-national-car-project/
2018-08-18 11:52
Simply buy call on Talam. Not yet. Ppl who follow will stuck for years.
Your buy call Bpuri 2 years ago at 0.50 now only half of it. I just started to buy.
2018-08-18 12:05
Buy bina puri?
Insiders still giving out pp shares at lower and lower prices. It will be a longer wait than Talam if they kept up issueing cheap pp shares only to themselves. They want bpuri cheaper. So wait lah.
As for Talam bosses bought at 8.5 sen. Now Datuk Surin has given Datuk Chan an extension to pay with 5% interest.
That means that Datuk Chan actual cost will be 8.5 sen plus interest....at least 9 sen to 11 sen entry cost.
So this is the difference. Bpuri insiders getting shares cheaper and cheaper by pp to themselves whereas Talam insiders are buying more than twice the value of Talam from open market.
btw i cut some losses in bpuri at 30 sen and switched more into Talam
2018-08-18 12:40
One more thing about Talam is this
GEELY JV WITH PROTON WILL BOOST LAND VALUE IN TG MALIM. THIS WILL BENEFIT DRB WHICH OWNS PROTON CITY
AND TALAM WILL ALSO PLAY A PART DUE TO 2 REASONS
1. TALAM HAS PRIME COMMERCIAL/INDUSTRIAL/RESIDENTIAL LANDBANKS IN BKT BERUNTUNG AND BKT SENTOSA
2. ANOTHER IS DRB BEING IN TOP 30 SHAREHOLDERS OF TALAM BY VIRTUE OF POS BEING INSIDE. WILL DRB ALSO GO JV WITH TALAM?
2018-08-18 13:05
QUESTION IS
WHY DRB THROUGH POS OFFICE BOUGHT UNTIL IT BECAME TOP 30 HOLDERS OF TALAM?
2018-08-18 13:07
So, now you admitted ready Binapuri is another fail buy call at 0.50 after Perisai and others?
I bot Opcom after you buy call it more than one year. Sold for 100% return after just 2 months. Tis is call timing.
Lets review after 3 months from now Bpuri price.
I bot it not only becos it's cheap. Let me tell you a secret, its boss called by top official to lead a consortium to develop multibillion project in the northern region. When the news comes out, its price will kaboom.....
2018-08-18 14:16
Posted by moneykj > Aug 18, 2018 02:16 PM | Report Abuse
So, now you admitted ready Binapuri is another fail buy call at 0.50 after Perisai and others?
I bot Opcom after you buy call it more than one year. Sold for 100% return after just 2 months. Tis is call timing.
Lets review after 3 months from now Bpuri price.
I bot it not only becos it's cheap. Let me tell you a secret, its boss called by top official to lead a consortium to develop multibillion project in the northern region. When the news comes out, its price will kaboom.....
Yes ah?
Then if i buy back bpuri at 25 sen i still ok mah. But just as you got news i also got warnings. The Land Jv with Mp Corp now frozen in limbo. I told Puri Residence salesman to be care ful as Bpuri might need to refund their deposits if Mp Corp lands finally sold off at HighCourt Auction. Only Mp Corp will get the sales proceed while BPuri get none. Another thing i heard is bpuri insolvent (this one i can't reveal much).
And failing is part of investment
More important that we got more accurate calls than wrong ones. For bpuri i think it can go both ways. So wait and see
Now what we can SEE is China
GEELY GOING TO PUMP IN CASH TO PROTON CITY
2 MORE Groups Pumping another Rm41 Billions South of Perak for EV Cars?
Both very good as Talam prime lands are only about 30 minutes away
2018-08-18 14:27
The deciding factor is share price. All the negative factors already priced in. Market is always looking forward. That's what happened in Sendai when they announced the worst ever results caused the price temporarily dropped but it went on to climb to reach 1.40 from 0.50 when the bad results comes out.
Also why I buy call on Evergreen at 0.45 in June amid high material cost and likely coming another bad q.
Yes, it's becos the share price.
2018-08-18 14:46
Stock: [EVERGRN]: EVERGREEN FIBREBOARD BHD
Jun 4, 2018 03:09 PM | Report Abuse
When all the supporters and naysayers are lazy to comment, and share price reluctant to go down despite reported bad results, it's time to buy.
Stock: [EVERGRN]: EVERGREEN FIBREBOARD BHD
May 31, 2018 05:01 PM | Report Abuse
Can start to buy liao
2018-08-18 14:48
Posted by moneykj > Aug 18, 2018 02:46 PM | Report Abuse
The deciding factor is share price. All the negative factors already priced in. Market is always looking forward.
EXACTLY!
I liked Bombed Out shares like
Jaks at 40 sen
Opcom at 35 sen
Gsb at 9 sen
Drb at 92 sen
Dutaland at 39.5 sen
EG at 49 sen
Tambun at 80 sen
Eksons at 72 sen
Azrb at 38 sen
Complete logistic at 53 sen
When Prices are at Rock Bottom like
Talam now at 4 sen?
Buying this one is a no brainer.
2018-08-18 14:53
Calvin, I decide base on technical and fundamental. Talam I can't see it yet from technical side. May b 2 years later at higher price or I rather miss it.
2018-08-18 15:05
It's ok.
Buy when your timing is right.
I am no good at timing
So i just put in some first while cheap.
2018-08-18 15:08
These are the reasons in summary:
1. Selling at 56% discount to NTA. It meets the Margin of Safety criteria. Ben Graham rule met.
2. 3 Directors/ Insiders bought from 8.5 sen to 11 sen. Warren Buffet likes Insiders buying Company shares with own monies. Not Sbb.
3. Talam has pared down debts from Rm1.5 Billions to only few hundred millions by Assets disposal.
4. A check very carefully into the details show that when Assets were sold they register 877% profit to 2,900% gain which is very excellent.
5. And in time to come All the Debts will be pared down and Talam will turn into a Cash Rich Company like Dutaland.
6. And the prospects are Proton City Expansion down South to Talam commercial and industrial lands in Bkt Beruntung and Bkt Sentosa .
Talam also got 100 acres lands in Gombak, in Dengkil and others.
7. Disposal of Mall in China will bring in 1.2 sen cash. Talam has 3 more Malls in Kl for disposal.
All can generate lots of liquid cash.
8. Talam also manage to get a construction job recently. So it is still in the game. Plus it is in Affordable housing which meet the new PH Govt directives
9. Above all Talam met Calvin Tan Research strict criteria of
HE THAT IS LOW NEEDS FEAR NO FALL
In other words the share is now at Rock Bottom. The downside is very limited. And with downside protected we look for an upside. By so acting the risk is minimal and the gain will be substantial.
Just think when Calvin bought Jaks at 40 sen what was the risk?
But for all who chased Jaks from Rm1.40 to Rm1.80 in a time of Euphoria what is their risk?
10. Will Talam be another chun chun call with 100% upside gain at 8 sen?
Only time will tell.
Good luck
2018-08-18 17:35
Sooner or later Talam will like Tiger ,shrink the shares n then will ask money from shareholders .
2018-08-18 20:54
Posted by freddiehero > Aug 18, 2018 09:57 PM | Report Abuse
Freddie is clever!!
Talam got land on hand can become real money..
THUMBS UP!!!
2018-08-18 22:46
Posted by EngineeringProfit > Aug 18, 2018 10:51 PM | Report Abuse
High debt...low cash...how??
High debt was RM1.5 BILLIONS
Profit (Rm1 BILLIONS) was used to settle debt now less than Rm500 millions
LOW CASH? JUST SELL ASSETS AND CASH OF RM2 BILLIONS TO RM3 BILLIONS ON THE WAY!!!
HIP HIP HOORAY!!!
2018-08-18 22:54
There are 3 New Wind of Change under Tun Dr M new PH Govt
1. The Rise of Langkawi, Kedah and Penang as the New Northern Golden Triangle. Developments will gravitate here. Last time was Booming Iskandar. Calvin said Tambun & GUH will do well
2. Revival of Tun Dr M pet projects. His penchant for cars. So watch Proton City in Tg Malim
Good Jv between Geely and Proton
Another Rm41 Billions coming from 2 more China Car Manufacturers
Tanjung Malim will then then into the Detroit of USA
These stocks with Landbanks there will do well. 1) DRB. 2) Maju Perak. 3) L&G. 4) TalamT
3. New Impetus for ECommerce, IT and More usage of Optic Fibers. This one got Mukhriz's Opcom & Top Internet hardware and software seller - ICT ECS
2018-08-20 17:42
Pastor, don't be so naive. Talam boss is a crook and have been cheating shareholders. He will buy all the Talam assets under market value and he don't give a shit to shareholders. You keep dreaming.
2018-08-20 17:52
only the way make fly the stock to get more money and big loan from bank..
2018-08-20 18:00
jackfruit
you are behind time
Datuk Chan is a different man now
See
https://www.google.com.sg/search?q=tony+tiah+and+datuk+chan+of+talam&tbm=isch&tbo=u&source=univ&sa=X&ved=2ahUKEwis2MqcsfvcAhXCUn0KHVz2AdYQsAR6BAgGEAE&biw=1920&bih=943#imgrc=BJsmiEsQvGbUZM:
2018-08-20 18:09
See
Tony of TA and Datuk Chan of Talam
https://www.google.com.sg/search?q=tony+tiah+and+datuk+chan+of+talam&tbm=isch&tbo=u&source=univ&sa=X&ved=2ahUKEwis2MqcsfvcAhXCUn0KHVz2AdYQsAR6BAgGEAE&biw=1920&bih=943#imgrc=_4bWPg4rggyknM:
2018-08-20 18:10
Posted by freddiehero > Aug 20, 2018 06:12 PM | Report Abuse
always c ppl.paste address hut canot c
Oh I will post one later
2018-08-20 18:15
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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
TalamT?
What does T stands for?
T STANDS FOR TRANSFORM
TRANSFORM MEANS A MARKED CHANGE IN NATURE, FORM OR APPEARANCE!!!
SO WATCH TALAMT TRANSFORM INTO A
DEBT FREE
CASH RICH
MONEY MAKING
DIVIDEND PAYING COMPANY
THAT'S IT
TRANSFORM! TRANSFORM!! TRANSFORM!!!
ANOTHER REFORMASI IN PROGRESS!!!
2018-08-17 12:05