Hi guys, (PEASE READ TILL THE VERY END AS I TYPE NOW. THKS)
On Feb 8th this year Calvin posted
Author: calvintaneng | Publish date:
See full article on NAIM here https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/192653.jsp
NAIM was only 50 sen then. TODAY NAIM IS NEAR RM1.20 OR UP 140% IN JUST TWO VERY SHORT MONTHS!!
NOW PLEASE DON'T GO CHASE NAIM
MISSED NAIM AT 50 SEN?
NOW GOT ONE JUST AS GOOD AS NAIM AT 50 SEN
DON'T MISS ASIAPAC (4057)
THE ECONOMIC DYNAMISM IS SHIFTING FROM THE US TO THE ASIA PACIFIC
AND WE ARE IN THE ASIA PACIFIC CENTURY NOW!
MORE SO FOR MALAYSIA AS IT IS IN THE CENTER OF TWO BIGGEST POPULATIONS = CHINA & INDIA!
SO FAR SO GOOD
AND ASIAPAC HAS STRATEGIC ASSETS TO CATCH THIS VITAL GROWTH
LIKE NAIM FIRING UP ON FOUR ENGINES OF GROWTH ASIAPAC ALSO HAS THREE ROCKET BOOSTERS
1) ECRL (EAST COAST RAIL LINK)
2) VMY 2020 *VISIT MALAYSIA YEAR 2020
3) HSR (HIGH SPEED RAIL
AND ONE MORE AVIATION HUB FOR LABU
THIS TRIPLE CONVERGING OF SEA, LAND & AIR WILL MAKE LABU IN NEGERI SEMBILAN THE ASIA PACIFIC GROWTH CENTER ONE DAY!
FIRST (ECRL OF THE MARITIME ROUTE)
THE ECRL IS PART OF THE MARITIME SILK ROAD PROPOSED BY CHINA (IN ITS ENTIRETY THE MARITIME SILK ROUTE COST A MIND BLOWING RM5 TRILLIONS
AND JUST IN TIME CHANGE IS THE REROUTING OF ECRL TO NEGERI SEMBILAN.
ASIAPAC (OR ASIA PACIFIC) CHUN CHUN HAS 400 ACRES OF LANDS IN LABU)
SECOND (HSR) HIGH SPEED RAIL HAS A STATION IN LABU
THE HIGH SPEED RAIL WILL LINK KL TO SINGAPORE (PASSING NEGERI SEMBILAN WITH A STOP IN LABU)
NEXT THE HIGH SPEED RAIL WILL CONNECT NORTH TO PENANG, BANGKOK AND ALL THE WAY TO BEIJING
SO LAND ROUTE & MARITIME ROUTE WILL MEET IN LABU
TO CROWN IT UP. TUN DR MAHATHIR HAS PROPOSED AN AVIATION HUB IN LABU
SEE
SEREMBAN (Nov 8): The agreement to develop an aviation hub in Labu, Negeri Sembilan is expected to be sealed early next month.
The signing ceremony between the newly-established Negeri Sembilan Corp (NS Corp), Airbus, AirAsia Group Bhd and Sime Darby Bhd is expected to be witnessed by Prime Minister Tun Dr Mahathir Mohamad, said Dr Mohamad Rafie Ab Malek, chairman of the State Investment, Industrialisation, Entrepreneurship, Education and Human Capital Committee.
“The plan to develop an aviation hub, which will also function as a maintenance, repair and operations facility for commercial planes, is going well.
HMMM??
DID TUN DR M ALREADY HAD IN MIND TO REROUTE ECRL TO LABU WHEN HE PLANNED THE AVIATION HUB THERE?
A BIG QUESTION. ONLY TUN DR M HAS THE ANSWER
BUT THE FACTS ARE ALL VERY CLEAR NOW!!
LABU WILL GET 3 POWERFUL BOOSTERS LIKE IN A ROCKET
ECRL, HSR & AIR HUB
AT THREE OF THEM BOOSTING UP LABU WILL ALSO BOOST UP ASIAPAC. ASIAPAC HAS A CHUN CHUN OWNERSHIP OF 400 ACRES OF LAND IN LABU
AND LABU WILL BE THE VERY HEART OF THE ASIAN PACIFIC CENTURY BOOM
ASIA PACIFIC?
ASIAPAC?
OH YES!!
THAT'S THE SECRET!!
NAIM FIRES UP WITH 4 ENGINES
ASIAPAC WILL ROCKET UP WITH 3 BOOSTERS
WAIT A MINUTE
FOR ASIAPAC = ACTUALLY 4 BOOSTERS (ONE MORE IS VISIT MALAYSIA YEAR 2020)
THIS SAME BOOSTER ALSO FOUND IN NAIM ASSETS IN MIRI. ASIAPAC ALSO GOT A HUGE RM1 BILLION ASSET CALLED IMAGO MALL IN KK (KOTA KINBALU)
DUE TO STRONG BRUNEI DOLLARS ($1 = RM3.00) MANY BRUNEIANS ARE FLOCKING TO MIRI & KK IMAGO MALL TO SHOP, DINE AND RELAX
VERY GOOD FOR NAIM. ALSO VERY GOOD FOR ASIAPAC
SO NAIM GOT FOUR ENGINES FIRED UP. ASIAPAC ALSO GOT 4 ROCKET BOOSTERS JUST STARTING TO FIRE UP
SO JUST WATCH
THIS TRIGGER MIGHT BE THIS AFTERNOON WHEN TUN DAIN ANNOUNCE ECRL SIGING IN BEIJING
BEST REGARDS
Calvin Tan Research
Singapore
Chart | Stock Name | Last | Change | Volume |
---|
Created by calvintaneng | May 10, 2024
Created by calvintaneng | May 04, 2024
Created by calvintaneng | May 02, 2024
Now one ECRL confirmed positive to Asiapac
Still got HSR and Aviation hub ...
I collect quite a lot during panic selling in 2nd half.
Although it average up the price, but I am very confident about future of Asiapac .
Asiapac an undervalue GEM !
High NTA 96c around 90% discount.
Consistent earning and low PE only PE 4
High ROE
Potential Revalue of land bank by HSR and ECRL
Director acquired at high price
Good company indeed.
2019-04-13 06:29
HOW LANDS CAN UNLOCK VALUE
1) GOVT MIGHT ACQUIRE SEMENYIH LANDS AND COMPENSATE ASIAPAC WITH CASH WINDFALL
THEN ASIAPAC CAN GIVE OUT A NICE DIVIDEND
2) AS NEWS OF ECRL PASSING THROUGH NEGERI SEMBILAN THERE WILL BE COMPANIES LOOKING TO BUY LANDS THERE. SURE PROPERTIES OF ASIAPAC WILL APPRECIATE IN VALUE AS DEVELOPMENT COMES BY WAY OF
a) ECRL
b) AVIATION HUB
c) HSR BY MAY 2020
3) OR ASIAPAC COULD DEVELOP THESE LANDS INTO APARTMENTS OR SHOPPING MALLS IN FUTURE
4) ASIAPAC HAS OTHER INCOME GENERATING ASSETS LIKE IMAGO MALL & CAR PARKS. AT 3.71 OVER 16 SEN IT ALREADY GIVE US A NICE YIELD OF 23.2%
THIS IS ABOUT 7X BETTER THAN PUTTING IN BANK FD
5) AND LONGER ASIAPAC KEEPS THESE LANDS THE MORE VALUABLE THEY WILL BE IN THE FUTURE
ASIAPAC IS A STOCK FOR VALUE INVESTORS
IT IS ALSO A CYCLICAL STOCK
AND YOU MUST KNOW WHAT YOU ARE BUYING INTO.
NEXT YEAR ALSO WILL BE VMY 2020
SO THERE WILL BE ANOTHER INVESTMENT THEME PLAY TIME COMING FOR TOURISM STOCKS. AND ASIAPAC'S IMAGO MALL IS THE BIGGEST MALL IN KK CURRENTLY
https://www.tripadvisor.com.sg/Attraction_Review-g298307-d8012193-Revi...
AND 84% OF THE PEOPLE VORED EXCELLENT TO VERY GOOD FOR IMAGO MALL
THUMBS UP!!
2019-04-13 12:48
I just checked up again on Asiapac Balance Sheet
VERY VERY HEALTHY
1) ASIAPAC HAS RM1.27 IN INVESTMENT PROPERTIES (IMAGO MALL INCLUDED)
2) IT HAS RM300 MILLIONS BORROWINGS LESS CASH
IT IS VERY NORMAL TO HAVE LOANS FOR PROPERTY PURCHASE
IN THIS CASE DIVIDES RM300 MILLIONS BY RM1.27 BILLIONS = 23% LOAN
MANY PEOPLE BORROW 70% TO 80% SOME UP TO 90% LOAN FOR PROPERTY
SO 23% IS VERY OK
ANOTHER THING ALL MISSED IS THIS
ASIAPAC HAS RM700 MILLIONS IN RETAINED EARNINGS
SO ASIAPAC ON ITS OWN IS ALREADY ROCK SOLID!!
2019-04-14 14:22
IMAGO MALL IN KK
AND THE VERY BEST IS
ASIAPAC EARNINGS ALL COME FROM OPERATING PROFITS EVERY QUARTER FOR THE WHOLE YEAR
calvintaneng
26039 posts
Posted by calvintaneng > Apr 14, 2019 2:28 PM | Report Abuse X
IF 2 QUARTER PROFITS ALREADY QUALIFY THE GOLDEN RULE
THEN 4 QUARTER PROFITS SHOULD GIVE ASIAPAC "THE PLATINUM AWARD"
2019-04-14 14:30
calvintaneng
As Reroute map has surfaced the rail alignment will pass through Kuala Klawang, Jelebu, Kajang, Bangi & Putrajaya and onward to Port Klang
Asiapac also has a freehold plot of land in Semenyih about 94 acres in size
Note this:
Semenyih is only 9km from Kajang while Labu is about 16km to Bangi
So Asiapac assets also will benefit
2019-04-12 22:54