THE INVESTMENT APPROACH OF CALVIN TAN

(PART ONE) KUMPULAN PERANGSANG SELANGOR (5843) KUMPULAN PROACTIVELY SUPERCHARGED, Calvin Tan Research

calvintaneng
Publish date: Thu, 25 Apr 2019, 12:50 PM
calvintaneng
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Hi Guys,

I have An Investment Approach I which I would like to all.

Hi guys,

I am happy to bring you KUMPULAN PERANGSAN SELANGOR (5843) A State Owned Highly Super Charged & Proactive Management

STATE OWNED ENTITIES PERFORM WELL DUE TO THEIR PRIVILEDGES & OPPORTUNITIES

Last time there were Johor Land (Taken private by Johor Corp for its prime lands), TMakmur (Privatised by Pahang Govt) for its Lands, bauxide & Palm Oil). Now got TDM (Hospitals & Oil Palms in Trengganu)

BDB (Kedah went limit up after Tun Dr M injected Rm3 Billions for Airport). Then we have the thieving management of Perak Corp

BUT CALVIN TAN RESEARCH THINKS KUMPULAN PERANGSAN SELANGOR HAS THE BRIGHTEST PROSPECT WITH THE MOST PROACTIVE LEADERSHIP

Why so?

Kumpulan Perangsang Selangor consists of 3 words

Kumpulan = Group or Grouping (A Colective Leadership)

Perangsang = Stimulant ( pro active, motivated, energised)

Selangor = Selangor Govt owns 63% of KPS

SO THE SELANGOR GOVT HAS A VERY DEEP INTEREST IN THE SUCCESS OF KPS

LET’S SEE

YESTERDAY KPS RECEIVED RM570 MILLIONS FOR ITS SPLASH SHARE.PLUS ANOTHER RM195 MILLIONS WITHIN 9 YEARS= TO A TOTAL OF RM765 MILLIONS

AND WITH THE PAID UP CAPITAL OF 537 MILLION SHARES IT EQUALS TO Rm1.42 PER SHARE (Debt not counting)

ON THE SAME DAY KPS ANNOUNCED BUYING OVER THE LAST REMNANT OF MINORITY SHAREHOLDERS OF CENBOND WHICH KPS TOOK PRIVATE IN YEAR 2016 AT RM1.75

See https://klse.i3investor.com/servlets/stk/7171.jsp

 

AT 120 MILLION SHARES WORTH RM1.75 FROM CENBOND THAT IS ANOTHER RM210 MILLIONS (OR ANOTHER 39 SEN CASH PER SHARE MAKING IT RM1.81 CASH OR CASH EQUIVALENT A SHARE

THEN THERE ARE INVESTMENTS IN KING KOIL, KPS-HCM & SMARTPIPES

KPS MANAGEMENT ALREADY HINTED THAT THEY WILL SOON GIVE A CASH PAYOUT

Edge Weekly

KPS moving on without SPLASH

KPS’ gearing currently stands at 0.52 times — a level it is comfortable with. But if possible, it is planning to use some of the cash to reduce debt levels while any excess can be used to reward shareholders or for future acquisitions.

“The board hasn’t decided but we have given our proposal. But having said that, we’ve got to be very balanced [and] responsible in thinking about the future approach on how much we allocate for these three buckets.

“But we are also always aligned with optimising shareholders returns. If you look at KPS, historically, whenever we have divestments, there will be special dividends,” he assures.

As the completion of the sale is expected at the end of January 2019, KPS could then be receiving the RM570 million one-off payment for its 30% stake in SPLASH.

BIG QUESTION NOW IS

HOW MUCH SPECIAL DIVIDEND WILL KPS BE GIVING OUT?

PUNCAK GAVE RM1.00 AFTER RECEIVING ITS CASH COMPENSATION. WILL KPS MATCH THAT OR GIVE OUT AT LEAST 50% OR LESS?

FOR THAT ALL HAPPY SHARE HOLDERS OF KPS GOING TO GET A NICE EARLY ANGPOW!!

BUT TO CALVIN TAN RESEARCH GIVING OR NOT GIVING OUT A SPECIAL CASH DIVIDENDIS NOT OF UTMOST PRIORITY

CALVIN HAS DISCOVERED THE REAWAKENING OF 2 VERY VERY PROMISING COMPANIES WITHIN KPS (KUMPULAN PROACTIVE SUPER CHARGED)

1) CENTURY BOND

CENTURY BOND AS WE KNOW IT THE VERY NAME “BOND” SPEAKS OF STABILITY, SAFETY & CONTINUAL GOOD YIELD (THOSE WHO FEAR MARKET CRASHES ALWAYS HIDE IN THE SAFETY OF GOOD GOVT BONDS LIKE SINGAPORE & SWITZERLAND

AND “CENTURY BOND”? WHOA!

A VERY SAFE BOND THAT CAN LAST A CENTURY!! (100 YEARS STILL IN BUSINESS)

WHY SO?

CENTURY BOND HAS THE STRONG QUALITIES OF THESE 3 COMPANIES

1) CENTURY BOND LIKE MUDA PAPER .

CENTURY BOND ALSO INTO PAPER & PAKAGING PRODUCTS LIKE MUDA.

AND E COMMERCE’S EVER INCREASING GROWTH WILL SPUR MORE CARTON BOXES TO PACK AND SHIP GOODS. THIS VERY PROFITABLE SECTOR SHOWS UP IN THE BALANCE SHEET OF KPS NOW

2) CENTURY BOND HAS PLASTIC STRETCH FILM LIKE SCIENTEX

SENDING GOODS NEED PLASTIC STRETCH FILM FOR PROTECTION. SCIENTEX DID EXTREMELY WELL IN PROPERTY & ITS PLASTIC STRETCH FILM PAKAGING

3) CENTURY BOND ALSO LIKE MAGNI TECH

ABLE TO GENERATE HIGH CASH YEAR AFTER YEAR FOR DIVIDEND PAYOUT

IN FACT DR NEOH SOON KEAN THE BENJAMIN GRAHAM OF MALAYSIA RECOMMENDED BUYING CENBOND AT 50 SEN WHEN IT DOLED OUT A 5 SEN DIVIDEND (10%) FOR YEARS 2006/07/08

KPS MANAGEMENT HAS GREAT FORESIGHT TO TAKE THIS ONCE IN A CENTURY BARGAIN STOCK PRIVATE AT ONLY RM1.75

HIP HIP HOORAY

WELL DONE

BUYING KPS WE GET THE EQIVALENTS OF MUDA, SCIENTEX & MAGNI TECH

2) SMARTPIPES

THIS ONE GOING TO BE ANOTHER BONANZA LIKE ACQUIRING CENBOND

WHAT IS SMART PIPES?

AS ITS NAME IS = SMART PIPES ARE CLEVER SHORT CUTS TO SAVE TIME AND MONEY IN BROWN FIELD PIPE REPLACEMENT

IN SELANGOR AND MOST PARTS OF MALAYSIA WATER PIPES ARE ALREADY 30 TO 40 YEARS OLD. BEING IN CONSTANT CONTACT WITH FLOWING WATER MANY ARE NOW AGEING AND CORRODING WITH HOLES LEADING TO WATER LOSS BY UP TO 30%

WITH HUGE POPULATION GROWTH SELANGOR CAN ILL AFFORD TO LOSE SO MUCH PRECIOUS WATER

SO KPS FORESEEING A GREAT NEED HAS BROUGHT IN THE SMARTPIPE TECHNOLOGY FROM NETHERLANDS

IT IS 50% CHEAPER. FASTER TO INSTALL & LESS DISRUPTTIVE ESPECIALLY IN PLACES WHERE BUILDINGS ARE DENSELY BUILT (NOTE: SALCON ALREADY SECURED A SMALL GREEN FIELD LANGAT 2 PROJECT. FOR BROWNFIELD THE JOB WILL BE HUGE AS SELANGOR HAS ALMOST BEEN FULLY DEVELOPED, AS WELL AS KL, IPOH, PENANG, KK, KUCHING, KUANTAN, SEREMBAN, MELAKA & JOHOR BAHRU

40,000 KM OF OLD OLD LEAKY WATER PIPES NEED TO BE REPAIRED TO SAVE WATER RATIONING

SO MARTPIPE IS THE ANSWER!!

TO UNDER STAND THE CONCEPT SEE THIS

Urban Environment

In an urban situation, there are concerns over the potential risk to the public, should there be a gas leak that may result in an explosive event, or a fresh water main break or a crude oil spill. These would cause lasting damage to the community and environment and disruption to the public should roads, private property, etc. have to be shut down for repairs or replacement. In the former case, quite often a gas leak can allow the gas to accumulate to an explosive level before the leak is identified. With Smartpipe® the risk would be identified early, prior to an event, thus allowing the pipeline operator to deploy preventative measures and early response procedures thus limiting and containing potential damage. The issues associated with having to inconvenience the public by shutting down roads, etc. increases the likelihood of accidents and will impact the reputation of the pipeline operator and industry as a whole. The main causes of a pipeline incident are either third party intrusion (someone digging into the pipeline) or corrosion. Smartpipe® is non-corroding and will alert the operator to the fact someone is approaching their pipeline.

https://smart-pipe.com/

SMARTPIPES ALSO

1) DETECT & PREVENT LEAKAGE

2) KNOW WHEN THERE IS ACCIDENTAL DAMAGE

3) DETECT THEFT OF WATER OR OIL

HOW BECAUSE

ALONG SMARTPIPES ARE LININGS OF FIBER OPTIC CABLES THAT CAN BE VIEWD

MULTIPLE LOCATIONS COULD BE MONITORED BY COMPUTERS TO CHECK AND DOUBLE CHECK ON THESE SMARTPIPES AT ANY TIME

SUFFICE FOR NOW

KPS IS A GROWING COMPANY WITH VERY GREAT STRATEGIC INDUSTRIES

BUYING KPS WE GET SEVERAL WONDERFUL COMPANIES AT GREAT PRICES

MORE THAN THAT

THEY SAY, “YOU CAN EITHER HAVE THE CAKE OR EAT THE CAKE”

YOU CANNOT HAVE BOTH AT THE SAME TIME

WHO SAID?

IN KPS WE HAVE BOTH LITERALLY

WE HAVE THE CAKE AND WE CAN ALSO EAT THE CAKE BECAUSE

WE HAVE GREAT GROWING COMPANIES

AND WE ARE GOING TO HAVE A VERY “SPECIAL DIVIDEND” VERY SOON!!

ALL THANKS TO PROACTIVE MANAGEMENT OF KPS. THEY GO NETHERLANDS TO SOURCE FOR SMARTPIPE TECHNOLOGY. THEY ALSO GO AS AFAR A FIELD TO USA AND SET UP MANUFACTURING FACTORY FOR KING KOIL MATRESS

THEY ARE REALLY SUPER CHARGED!!

NEXT LET US SEE SHARE PRICE OF KPS GETS SUPER CHARGED AS WELL!

 

 

MORE TO COME IN PART TWO

 

AT RM1.55 NOW CALVIN HAS A TARGET PRICE OF RM3.00   WHICH IS SLIGHTLY LESS THAN 100% UPSIDE

BEST REGARDS

Calvin Tan Research

 

Please buy or sell after doing your own due diligence

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Discussions
Be the first to like this. Showing 16 of 16 comments

Beary

So fast u-turn already?

I thought you just said sell all and go away.

While you have made a bundle, many of your followers are still trapped in the OnG and ECRL theme stocks you recommended.

2019-04-25 13:48

calvintaneng

Beary I said sell all high flyers and switch to value Laggards haven't move yet

Stocks which are still with value and price still low can keep

I bought more T7 global at 50 sen as well as other Laggards

This Kps is safe like a bond by virtue of it being both cash rich after splash disposal. And it had Net assets support

2019-04-25 14:12

calvintaneng

Cenbond is also safe like a bond. Part of Kps group of companies now

It has paper products as well as paper cartons
E commerce will cause many to buy online by cutting off middlemen by 20% to 30%

So muda has gone up in price.
Cenbond has a similar business in paper

So this cenbond is true to it's name

2019-04-25 14:16

calvintaneng

Cenbond has one more hidden gem

It manufactures cement bags for all other cement entities

Lafarge
Tasek
Ytl cement
Cima
Cmsb

Must get their cement bags from Cenbond

While all other cement companies have to compete for market share.... Cenbond stood out for being a monopoly

So Cenbond is a proxy to Cement usage

Ecrl and Bandar Malaysia need lots And Lots of Cement

So by proxy these infrar jobs also need lots and lots of Cement bags

Good for Cenbond

Great for Kps as Kps almost own Cenbond 100% soon

2019-04-25 18:42

55880955

nobody interested in kps as they already murdered their golden goose that lay the golden eggs

2019-04-25 18:46

calvintaneng

Calvin called for a buy on Lafarge at rm2.40

Nobody was interested then
Insiders were also selling

AND Lafarge dropped to Rm2. 25

Now Lafarge up to rm3. 20 already

So Now is the time to load up Kps while others not interested as yet

Buy first

If price weakens after buying just add

If price crashes after loading up

Then Wallop kaw kaw!!

Kps?

Kaboooom power surging!!!

2019-04-25 19:17

calvintaneng

Stock: [KPS]: KUMPULAN PERANGSANG SELANGOR

Apr 25, 2019 9:36 PM | Report Abuse

Calvin has this to say about the difference between Puncak & KPS

Puncak is owned by private entity as such there is suspect of siphoning out money through inflated Oil Palm estate purchase like what FGV did in Indonesia

KPS is owned by Selangor PH Govt so there is the need for accountability

AND SO FAR KPS MANAGEMENT HAS DEMONSTRATED HARD WORK LIKE

1) GOING TO NETHERLANDS TO GET THE LICENSE FOR SMARTPIPES

2) STARTING KING KOIL MASTRESS FACTORY IN USA

3) TAKING CENBOND PRIVATE

4) SETTING UP INFRAR COMPANY KPS - HCM TO BID FOR JOBS

GIVING FRANK INTERVIEW TO EDGEDAILY & OTHERS

SO THE UNWARRANTED FEAR OF KPS BEING ANOTHER PUNCAK IS UNFOUNDED

ALL THE ABOVE TABLE TRANSACTIONS & EFFORT PUT IN WILL RESULT IN A GREAT COMPANY

2019-04-25 21:51

calvintaneng

I see KPS will also benefit from ECRL & BANDAR MALAYSIA Bull Run

Both Lafarge & Tasek cement have gone up by almost 30%

And Cenbond has cornered 60% of the cement bag business in Malaysia

If Lafarge, Tasek, CIMA & Ytl Cement selling more cement - CENBOND will also do more business as it supplies cement bags to them

See

http://www.sharetisfy.com/2016/08/cenbond-7171-rm175-fair-price-for.html

2019-04-26 09:56

calvintaneng

Kps

Kaboooom
Power
Surging!!

Get on board early while ticket is cheap

2019-04-26 13:17

calvintaneng

Mrcb

Mighty
Rushing
Charging
Bull

Finally waking up from long slumber!!


Time will also come for

Kps

Kaboom
Power
Surging

Coming soon

2019-04-26 15:29

calvintaneng

SUPERB MANAGEMENT OF KPS

SO FAST 32.6 SEN SPECIAL DIVIDEND OUT!!

NOW ALSO GOT 4.25 SEN USUAL DIVIDEND

THAT MEANS 37.1 SEN

PLUS THE RECENT TOTAL BUYOUT OF CENBOND AT RM1.75

AT 120 MILLIONS SHARES EQUAL ANOTHER 39 SEN

IS KPS GOING TO RELIST CENTURY BOND?

OR LIST & DISTRIBUTE CENBOND TO SHAREHOLDERS?

THAT'S ANOTHER 39 SEN CASH

SO 37.1 + 39 = 76.1 SEN

AND FOR NEXT 9 YEARS STILL GOT YEARLY RM22 MILLIONS CASH FROM SPLASH DISPOSAL WHICH IS ANOTHER 4.4 SEN

HMMM?

THIS ONE LOOKS LIKE THE BEST BOND IN THE WHOLE WORLD

IF WARREN BUFFET KNOWS HE SURE WILL LOAD UP KPS KAW KAW!!

2019-04-26 20:27

calvintaneng

Ha sorry. Should be 36.85 sen dividend for now

2019-04-26 21:03

calvintaneng

Wahaha!

As of now there are 1,668 page views of part one... Kumpulan Perangsang Selangor

1,668

1 = one
6 = six
6 = six
8 = eight

Translated it means everyday prosper all the way

Yessss!!

Up up all the way to cross RM3. 00 and then Rm4. 00

Yahoooo!!!

2019-04-28 19:18

calvintaneng

calvintaneng Hi guys

I am looking at the comments posted today

This one I think is quite SIMPLISTIC



teareader818 If price is maintained at today's closing price of 1.63 till ex special dividend of 0.326 cents on 14 May, adjusted price after ex-dividend is only 1.31 ( fall of 0.22 cents from yesterday's closing price of 1.51).
29/04/2019 10:09 PM


HOW COME YOU SEE FALL OF 22 SEN FROM YESTERDAY CLOSING PRICE OF RM1.51?

YOUR MATH IS NOT CORRECT LAH

LOOK AT IT THIS WAY

IF BUY 10 LOTS OR 10,000 SHARES OF KPS AT RM1.63 YOUR COST WOULD BE RM16,300

AND AT 32.6 SEN DIVIDEND YOU WILL GET RM3,260

RM3,260 CAN GET YOU ANOTHER 2,000 SHARES OF KPS AT RM1,630 EACH

THAT MEANS YOU HAVE 12 LOTS OR 12,000 SHARES OF KPS NOW

THEN KPS GOES UP ALL THE WAY TO RM4,000

SO RM4,000 X 12 = RM48,000

THAT IS ALMOST 200% GAIN FROM YOUR INITIAL COST OF RM16,300

NEXT TIME DO YOUR SUM MORE PROPERLY
29/04/2019 11:28 PM
X
calvintaneng SEE HOW KPS GIVE AND GIVE GOOD DIVIDENDS OVER THE YEARS (WHY FEAR KPS? YOU SHOULD FEAR COMPANIES THAT ARE INSOLVENT LIKE SEACERA AND OTHERS FULL OF DEBT AND GIVE OUT RIGHTS ISSUE TO ASK YOU FOR MORE MONIES!)

SEE KPS DIVIDEND HISTORY

29-Apr-2019 27-Jun-2019 DIVIDEND Final Dividend RM 0.0425 Dividend Detail

29-Apr-2019 14-May-2019 DIVIDEND Special Dividend RM 0.326 Dividend Detail

30-Mar-2018 27-Jun-2018 DIVIDEND Final Dividend RM 0.0425 Dividend Detail
25-May-2018 07-Jun-2018 BONUS_ISSUE Bonus Issue 1 : 13 Dividend Detail
29-Mar-2017 19-Jul-2017 DIVIDEND Final Dividend RM 0.0425 Dividend Detail
31-Mar-2016 21-Jul-2016 DIVIDEND Final Dividend RM 0.0200 Dividend Detail
28-Apr-2015 20-Jul-2015 DIVIDEND Final Dividend RM 0.0200 Dividend Detail
26-Feb-2015 10-Mar-2015 DIVIDEND First Interim Dividend RM 0.02 Dividend Detail
29-Apr-2014 21-Jul-2014 DIVIDEND Final Dividend RM 0.02 Dividend Detail
26-Feb-2014 10-Mar-2014 DIVIDEND First Interim Dividend RM 0.02 Dividend Detail

04-Oct-2013 02-Oct-2013 DIVIDEND Special Dividend RM 0.2558 Dividend Detail

29-Apr-2013 16-Jul-2013 DIVIDEND Final Dividend 2% Dividend Detail
15-May-2013 30-May-2013 DIVIDEND First Interim Dividend RM 0.02 Dividend Detail
28-May-2012 16-Jul-2012 DIVIDEND Final Dividend 2% Dividend Detail
06-Jan-2012 18-Jan-2012 DIVIDEND Second interim dividend RM 0.04 Dividend Detail
28-Sep-2011 11-Oct-2011 DIVIDEND First Interim Dividend RM 0.02 Dividend Detail
27-Jun-2011 27-Jul-2011 DIVIDEND Final Dividend 2% Dividend Detail
29-Jun-2010 28-Jul-2010 DIVIDEND Final Dividend 4% Dividend Detail
18-Jun-2009 29-Jul-2009 DIVIDEND Final Dividend 4% Dividend Detail
19-Jun-2008 29-Jul-2008 DIVIDEND Final Dividend 4%
29/04/2019 11:33 PM
X
calvintaneng WILL THERE BE MORE DIVIDENDS FROM KPS IN FUTURE?

YESSSS!!

1) KPS WILL RECEIVE RM22 MILLIONS EVERY YEAR FOR NEXT 9 YEARS

2) CENBOND IS A CASH COW IN KPS

3) SPRINT TOLL ROAD ANOTHER STEADY CASH COW

KING KOIL, KPS -HCM, AQUA FLO, CPI AND SMARTPIPE TECH ARE ALL CASH COWS

EXPECT EVEN MORE DIVIDENDS FROM KPS IN FUTURE YEARS
29/04/2019 11:37 PM

2019-04-30 07:52

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