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Brahmal Vasudevan Of Creador is on the prowl, looking for top-quality stocks to invest in. While we need to keep a hawk eye on his picks, we should also pay attention to his investment strategy
THE INVESTMENT APPROACH OF CALVIN TAN
WILL DESTINI(7212) FLY UP 344% IN THE OIL & GAS BULL RUN CYCLE? Calvin Tan Research
calvintaneng
Publish date: Mon, 18 Mar 2019, 08:01 AM
calvintaneng
0 1,844
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,
Today I see people saying Dayang & Naim will fly. Destini again came to mind as THE STOCK THAT WILL FLY
Why Is Calvin so bullish?
These are My Reasons
1) TOP HOLDERS OF DESTINI IS MOF (MINISTER OF FINANCE Under LGE), SMART FUND LIKE BRAHMAL OF CREADOR & TOP BOSS OF DESTINI
A) MOF (MINISTER OF FINANCE) MOF HAS BOUGHT 200 MILLION DESTINI SHARES AND BECAME TOP HOLDERS OF DESINI FOR YEAR 2016 (See DESTINI YEAR 2017 ANNUAL REPORT)
MOF IS AT TOP NO. 1 WITH 200 MILLION DESTINI SHARES
IN OCT 2018 THE NEW PH MOF (MINSTER OF FINANCE) EVEN APPOINTED ITS OWN MINISTER AS DIRECTOR TO SIT ON DESTINI BOARD OF DIRECTORSHIP
B) BRAHMAL OF CREADOR FUND HAS INVESTED IN 10 MILLION DESTINI SHARES
SAVVY INVESTOR BRAHMAL SPOTTED SOME FAST GROWTH SHARES LIKE MYEG AND MADE 300%, SMRT (140% & BOUGHT EARLY INTO THE UP COMING IPO SHARE CALLED DIY (DO IT YOURSELF)
IF CREADOR PUTS ITS MONEY IN DESTINI THERE MUST BE A GOOD REASON
C) ROZABIL THE TOP BOSS IS THE MOST SANGUINE. HE BOUGHT & BOUGHT SO MANY DESTINI SHARES THAT BY NOW HE HAS 27% SHARES OF DESTINI (OVERTAKING MOF)
See
[DESTINI] Change In Director's Shareholding - DATO' ROZABIL @ ROZAMUJIB BIN ABDUL RAHMAN on 02-Jan-2019
| Stock | [DESTINI]: DESTINI BHD |
| Announcement Date | 02-Jan-2019 |
Director's Particular:
| Name | DATO' ROZABIL @ ROZAMUJIB BIN ABDUL RAHMAN |
Details of Changes:
| Currency | - |
| Date of Change | Type | Number of Shares | Price | |
|---|---|---|---|---|
| 31-Dec-2018 | Acquired | 774,900 | 0.210 | |
| Registered Name | BPH CAPITAL SDN. BHD. | |||
| Nature of Interest | Indirect Interest | |||
| Consideration | RM0.21 | |||
| Nature of Interest | Indirect Interest |
| Shares | Ordinary shares |
| Reason | Acquisition of 774,900 ordinary shares by BPH Capital Sdn. Bhd. via open market transaction |
| Consideration | - |
Total no of securities after change
| Direct (units) | 83,126,500 |
| Direct (%) | 7.20 |
| Indirect (units) | 228,715,412 |
| Indirect (%) | 19.80 |
| Total (units) | 311,841,912 |
| Total (%) | 27.00 |
| Date of Notice | 02-Jan-2019 |
2) DESTINI (7212) IS A COMPANY WITH SUPERIOR LEADERSHIP
ATTESTED BY ITS WINNING 2 FRESH JOB AWARDS IN YEAR 2019
FROM SHELL IN MALAYSIA (Domestic)
FROM PETRONAS JV in THAILAND (Foreign)
And this was What Brahmal looks for
Brahmal Vasudevan Of Creador Explains His Investment Strategy
Brahmal’s interview on the same site yields useful information as to his investment strategy:
(i) Pick companies with a strong track record, deep and sustainable ‘moat’ and fantastic management teams. Make sure that the capital is protected so that even in the worst-case scenario you can get your capital back;
(ii) Invest in sectors that offer high growth and in companies that lead in those segments. Assess Companies on management strength and track record as well as sustainability of earnings, among others;
Brahmal Vasudevan Of Creador Explains His Investment Strategy
Brahmal Vasudevan Of Creador is on the prowl, looking for top-quality stocks to invest in. While we need to keep a hawk eye on his picks, we should also pay attention to his investment strategy
Brahmal Vasudevan has enjoyed consistent success with his stock picks for Creador. Creador’s holdings in Cholamandalam Finance, Repco Home Finance and Somany Ceramics have yielded handsome returns. Creador recently sold a part of its holdings in Repco Home Finance, though Anand Narayan, Sr. MD of Creador, hastened to clarify that the sale was only to return investors some money and not from a lack of confidence in Repco.
Creador has enjoyed the same level of success in Malaysia, Brahmal’s home town. Thestar.com has detailed Creador’s investments in Malaysia and points out that investments like those in MyEG Services Bhd and SMRT Holdings Bhd have yielded gains of 300% and 140% respectively.
Brahmal’s interview on the same site yields useful information as to his investment strategy:
(i) Pick companies with a strong track record, deep and sustainable ‘moat’ and fantastic management teams. Make sure that the capital is protected so that even in the worst-case scenario you can get your capital back;
(ii) Invest in sectors that offer high growth and in companies that lead in those segments. Assess Companies on management strength and track record as well as sustainability of earnings, among others;
(iii) Invest in companies that seek to expand regionally. Check their strategies and execution plans and make sure they can be turned into reality;
(iv) Find leaders in their respective segments and work alongside the entrepreneurs to build their companies to the next level. Partner with passionate entrepreneurs to build world-class companies;
(v) Avoid cyclical sectors like commodities.
Brahmal Vasudevan’s investment strategy is simple and easy to understand. With a bit of effort, we should be able to replicate it and hopefully enjoy the same degree of success that he has.
And these are the words of Rozabil
Rozabil: Judge me by record
3. BEST OF ALL IS THIS: DESTINI SELLING AT BARGAIN PRICES
MOF (MINISTER OF FINANCE), BRAHMAL OF CREADOR & EVEN ROZABIL HAVE BOUGHT DETINI SHARES AS HIGH AS ABOVE 60 SEN TO NEAR 90 SEN FOR YEARS 2015 & 2016
IF CREADOR ENTRY PRICE IS ABOUT 70 SEN AVERAGE THEY SHOULD BE LOOKING FOR AT LEAST 100% UPSIDE TO RM1.40
hmmm? let's see
If now 31.5 sen & Target Price is Rm1.40
So Rm1.40 - 31.5 = Rm1.085
Now divides 108.5 by 31.5 = 344% WOWEEE
DO WE EXPECT A 344% GAIN IN DESTINI WHEN PRICE REACHES RM1.40?
No need
Calvin Tan Research has a modest target price of only Rm1.00
That will be more than 200% gain already
BEST REGARDS
Calvin Tan
Singapore
Please buy or sell after doing your own due diligence
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Discussions
Be the first to like this. Showing 32 of 32 comments
See Brahmal bought early into Pre IPO of DIY
https://www.thestar.com.my/business/business-news/2018/08/18/creador-commits-rm1bil-in-malaysia/
2019-03-18 08:17
Brahmal may missed some. But their MyEG (made 300%) SMRT (made 140%)
But if MOF (MINSTER OF FINANCE) Has his own man sitting on DESINI BOARD That means DESTINI is a worthwhile company for LGE to take notice
2019-03-18 08:20
BEST OF THE BEST IS THIS
WE ARE BUYING DESTINI AT 31.5 SEN
LESS THAN 50% BRAHMAL BUYING PRICE IN DETINI
2019-03-18 08:26
WE ARE ALSO BUYING BELOW 40% TO 50% OF MOF (MINISTER OF FINANCE) BUYING PRICE!!
2019-03-18 08:26
AND ROZABIL BOUGHT DESTINI AS HIGH AS 85 SEN
AT 31.5 SEN WE ARE BUYING AT A 63% DISCOUNT TO TOP BOSS PEAK BUYING PRICES
ALWAYS BUY CHEAP!!
BUY LOW & SELL HIGH IS THE CORRECT STRATEGY!!!
2019-03-18 08:28
Posted by abang_misai > Mar 18, 2019 08:25 AM | Report Abuse
In this case, Brahmal may have miss calculated Destini.
WHY?
CALVIN TAN RESEARCH IS CHUN CHUN
ALSO BETTER SELL DAYANG INTO STRENGTH NOW AND BUY DESTINI
DAYANG GOT THE TIME BOMB IN INSOLVENT PERDANA
BUY A SAFE STOCK LIKE DESTINI YOU CAN SLEEP SOUNDLY
2019-03-18 08:30
THEY SAID CANNOT BUY NAIM AT 50 SEN BECAUSE NAIM WAS UNDER MOHD TAIB
NAIM LIMIT UP & NOW OVER RM1.20 (UP 140%)
2019-03-18 08:34
THEY SAID CANNOT BUY PENERGY AT 70 SEN BECAUSE PENERGY TOP BOSS IS CRONY OF EX PM NAJIB
PENERGY POWERED TO RM1.20 (UP 60%)
2019-03-18 08:35
UMNO OR NO UMNO
LGE (MOF) IS NOW IN DESTINI!!
SURE GOOD AND CHUN CHUN ONE
2019-03-18 08:36
WHY YOU GUYS EARLY EARLY SO FEARFUL CANNOT GET CHEAP DESTINI MUST BE SO NEGATIVE?
IF YOU CAN'T BEAT IT JUST BUY SOME
SEE THOSE WHO FOLlOWED CALVIN BUY OPCOM AT 35 SEN
CALVIN CHN CHUN CALL ON OPCOM WENT DOUBLE LIMIT UP OVER RM1.10!!!
AND ONCE DESTINI GOES LIMIT UP LIKE MY NAIM BUY CALL?
THEN CRY FATHER CRY MOTHER CRY BABY ALSO NO USE LOH!!!
2019-03-18 08:39
Many counters I agreed with you. Azrb is yes. Not this.
Today better go for Orion.
2019-03-18 08:46
STAY WITH OIL AND GAS. ORION IS NOT OIL AND GAS
SO STAY AWAY FROM ORION
BUY DESTINI
2019-03-18 09:39
good research. base on current PE212, this stock will fly kite. my short term target is RM 0.50. Accumulate now before too late.
2019-03-18 12:35
Posted by Simple man > Mar 18, 2019 12:35 PM | Report Abuse
good research. base on current PE212, this stock will fly kite. my short term target is RM 0.50. Accumulate now before too late.
HOW COME SIMPLE MAN HAS TURNED INTO CLEVER MAN?
2019-03-18 12:37
Simple man still a simple man. just sometime need to follow your call, sifu. hope you are not con-man! Between i dont hold any destini yet. It's not convincing =) Good luck
2019-03-18 12:40
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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....
abang_misai
How about Brahmal in Presbhd and GBaqrs? Don’t simply quote this name for personal gain.
2019-03-18 08:05