Hi guys,
By now every one is clear that ECRL (East Coast Rail Link) has been shifted to Negeri Sembilan Route
And Calvin Tan Research has already mentioned Mui Prop (Bandar Springhill0 , AsiaPac (Labu & Semenyih), MKH (Kajang)
will benefit because they have Land Banks here.
Now I have added Two More as Visibility Is Now Clear: 1) L&G (3174) 2) OLYMPIA (3018)
Both L&G and Olympia are Real Estate Stocks (for Olympia also own a security firm)
FIRST: L&G (3174) Or Land & General
FROM THE MASTER PLAN OF THE RAIL CORRIDOR There Are 3 That Have Interchanges = MENTAKAB, BANGI & PUTRAJAYA
Both Mentakab & Bangi have 2 Rail Crossings With KTM But for PUTRAJAYA THere are 3 Rail Crossings 1) ECRL 2) ERL 3) MRT
Now there is the Revival of LRT4 KAJANG – PUTRAJAYA Light Rail Transport – Making It 4 Rail Crossings in Total
See
Report: Putrajaya-Kajang link may be revived with LRT4 Malaysiakini
Works had begun on a monorail line connecting Putrajaya to Kajang, but construction was abandoned in 2004 due to cost constraints.
In contrast, the LRT3 line from Bandar Utama to Klang will cost RM15.02 billion.
“While it may take about six months to a year before project development begins, I can confirm that the government wants to proceed with the project,” a source was quoted as saying.
BEST REGARDS
Calvin Tan Research
Please buy or sell after doing your own due diligence
Btw
Calvin Tan Research opines that AsiaPac Offers the Best Value of the 5 Stocks that will benefit from the NEW GROWTH ZONE OF BANGI, KAJANG & PUTRAJAYA.
At 14.5 sen AsiaPac NTA 97 sen it is selling At Huge Discount (not withstanding it has warrants/iculs) Labu land has a book value of only Rm3 psf. Plus Imago Mall will benefit from new influx of China Tourists in year 2020 VMY (Visit Malaysia Year) as well as Strong Brunei dollar shoppers. Oil & Gas rise also boost purchasing power of Sabahans
FURTHER NOTE:
AS NEWS OF ECRL ALIGNMENT HAS SHIFTED SOUTH TO PUTRAJAYA RAIL CORRIDOR EXPECT THESE STEPS TO TAKE PLACE
IF YOU HAVE A LONGER TERM VIEW THEN BEST TIME IS TO INVEST NOW.
DON’T PLAY CONTRA. BUY, PICK UP THE SHARES AND HOLD
A WORD OF CAUTION:
PLEASE TAKE NOTE
MARKET WILL BE WEAK DUE TO THESE REASONS
SO AVOID CONTRA PLAYING
BUY WITH LONGER TERM VIEW ONLY OR ELSE KEEP CASH
REGARDS
Calvin Tan
Created by calvintaneng | Jul 24, 2024
Created by calvintaneng | Jul 15, 2024
Created by calvintaneng | Jul 12, 2024
Buy Olympia better choice
Now positive news will be
1) 1400 acre land at Jelebu which ECRL reroute
2) NTA 39c which is also net cash company , healthy balance sheet.
3) Dutaland owe Olympia 47m which is 5c EPS
2019-04-18 06:43
TOP THIRTY SHAREHOLDERS
No. Name of Shareholders No. of Shares %
1. Kenny Height Developments Sdn Bhd 180,000,000 17.59
2. RHB Nominees (Tempatan) Sdn Bhd
OSK Capital Sdn Bhd for Seni Kasuari Sdn Bhd 127,841,395 12.49
3. Duta Equities Sdn Bhd 125,122,083 12.23
4. MP Factors Sdn Bhd 34,603,560 3.38
5. CIMSEC Nominees (Tempatan) Sdn Bhd
CIMB Bank for Azizan bin Abd Rahman (MY0531) 29,395,270 2.87
6. RHB Nominees (Tempatan) Sdn Bhd
OSK Capital Sdn Bhd for Duta Equities Sdn Bhd 27,550,000 2.69
7. Lim Kok Thay 14,513,765 1.42
8. Ng Eng Siong 8,970,000 0.88
9. Lim Chau Liang 6,000,000 0.59
10. HLIB Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Teng Siew Kean (MG0090-199) 5,470,900 0.53
11. Lim Pay Kaon 4,000,000 0.39
12. Lim Pei Tiam @ Liam Ahat Kiat 3,900,000 0.38
13. Vun Shui Moi @ Vun Siew Moi 3,553,300 0.35
14. Ng Soo Yong 3,400,000 0.33
15. Wong Hon Yee 3,196,821 0.31
2019-04-18 06:44
See top 7 and top 12.
Tan Sri Lim Kok Thay who is genting boss,
Lim Pei tiam who is banker
Both buy olympia above 20c.
With all the +ve news , olympia should go 20c soon !
2019-04-18 06:45
Mui Prop, Asia Pac, MKH etc go Holland why cheat people? Use Jesus name can cheat people?
2019-04-18 07:28
Good morning
L&G is good
BUT since market will be impacted by T3 to T2
Cannot contra or punt
If you buy you must hold
Or else just keep cash first and wait
These 3 things will weigh down Malaysian Markets
1. T3 to T2 will sap liquidity. Bad for day trades and contra plays
2. May is usually a slow month
3. Fire in Rapid Pengerang will delay commissioning. Will dampen oil and gas stocks
So be very cautious
If not sure then keep Cash and wait
2019-04-18 09:50
finally something worthwhile comes from calvintaneng.
by that, I am referring to the last line of the comment above "...If not sure then keep Cash and wait"
2019-04-18 11:54
Enigmatic
You look like a pretty Chinese girl
With hair like an American
And wore a veil like a Muslim?
Really enigmatic
2019-04-18 12:31
Hi Calvin, what do you think is the BOTTOM price for AsiaPac? On paper, the P/E is low, price/NTA is low, IMAGO asset is good (as I travel to Kota Kinabalu often). I believe many in this forum lost money on AsiaPac.
2019-04-18 13:04
Posted by Daniel Chow > Apr 18, 2019 1:04 PM | Report Abuse
Hi Calvin, what do you think is the BOTTOM price for AsiaPac? On paper, the P/E is low, price/NTA is low, IMAGO asset is good (as I travel to Kota Kinabalu often). I believe many in this forum lost money on AsiaPac.
Yes Daniel
I picked up my Asiapac shares which I bought averaging just below 15 sen
Short term it might be affected by selling just like so many other stocks. Longer term the value will surface one day
For now must be cautious as I repeat
1) T3 to T2 on April 29th will sap liquidity and bad for contra plays
2) May is also a weak month
3) Fire in Rapid Pengerang will dampen OnG stocks
So can only buy, pick up & hold longer term
If uncertain then keep more Cash and wait
2019-04-18 13:22
My support to Guru Calvintan.
All the best to all here.
Follow Guru Calvintan to riches
2019-04-18 13:56
out dated holland stock,only calvintan interested in them,controlled by notoriously bad managewment
2019-04-18 16:05
Destiny88
Good analysis ! OLYMPIA is certainly undervalue GEM . Now ECRL confirm pass through Jelebu .
Dutaland owe olympia 47m , with cash rish olympia ...
It can certainly perfom well !
Investing is seeing while others cant see.
Even tan sri lim kok thay , boss of genting is top 10 shareholder for olympia
2019-04-17 11:53