THE INVESTMENT APPROACH OF CALVIN TAN

PAST RESULTS SHOW UZMA DID EXCEPTIONALLY WELL EVEN WHEN CRUDE OIL WAS AT USD30 TO 50, Calvin Tan Research

calvintaneng
Publish date: Tue, 13 Aug 2019, 08:49 PM
calvintaneng
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Hi Guys,

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

SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2014

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/03/2014
31/03/2013
31/03/2014
31/03/2013
$$'000
$$'000
$$'000
$$'000
1 Revenue
97,718
88,897
97,718
88,897
2 Profit/(loss) before tax
12,302
12,181
12,302
12,181
3 Profit/(loss) for the period
9,500
9,339
9,500
9,339
4 Profit/(loss) attributable to ordinary equity holders of the parent
8,428
8,855
8,428
8,855
5 Basic earnings/(loss) per share (Subunit)
6.38
6.71
6.38
6.71
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.0400
0.9700
 

 

SUMMARY OF KEY FINANCIAL INFORMATION
30/06/2014

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/06/2014
30/06/2013
30/06/2014
30/06/2013
$$'000
$$'000
$$'000
$$'000
1 Revenue
106,574
97,860
204,292
186,757
2 Profit/(loss) before tax
12,074
11,945
24,376
24,126
3 Profit/(loss) for the period
9,895
9,523
19,395
18,862
4 Profit/(loss) attributable to ordinary equity holders of the parent
8,647
9,062
17,075
17,917
5 Basic earnings/(loss) per share (Subunit)
6.55
6.87
12.94
13.57
6 Proposed/Declared dividend per share (Subunit)
0.00
2.00
0.00
2.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.1000
 

 

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2014

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2014
30/09/2013
30/09/2014
30/09/2013
$$'000
$$'000
$$'000
$$'000
1 Revenue
123,066
105,763
327,358
292,520
2 Profit/(loss) before tax
12,838
12,695
37,214
36,821
3 Profit/(loss) for the period
12,883
9,539
32,278
28,401
4 Profit/(loss) attributable to ordinary equity holders of the parent
12,224
9,123
29,299
27,040
5 Basic earnings/(loss) per share (Subunit)
4.82
3.91
12.20
11.59
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
2.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
0.9700
0.9700

 

SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2014

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2014
31/12/2013
31/12/2014
31/12/2013
$$'000
$$'000
$$'000
$$'000
1 Revenue
146,208
113,382
473,566
405,902
2 Profit/(loss) before tax
13,259
9,245
50,473
46,066
3 Profit/(loss) for the period
9,031
6,483
41,309
34,884
4 Profit/(loss) attributable to ordinary equity holders of the parent
7,510
6,024
36,809
33,064
5 Basic earnings/(loss) per share (Subunit)
2.84
2.58
14.96
14.18
6 Proposed/Declared dividend per share (Subunit)
3.78
0.00
3.78
2.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
0.9600
0.9700
 

 

AS SHOWN BY THE ABOVE 4 QUARTERLY REPORTS OF UZMA FOR YEAR 2014 UZMA DID VERY WELL EVEN WHEN CRUDE OIL PRICE COLLAPSED BELOW USD30 PER BARREL

 

AND OBSERVE MORE CLOSELY

 

AFTER 75 SEN RIGHTS ISSUE IN YEAR 2014 AFTER RI UZMA NTA WAS A LOW OF 96 SEN

LATEST NTA (NET ASSET VALUE OF UZMA) HAS JUMPED TO RM1.54 PER SHARE OR UP 60% IN 5 YEARS OR A YEARLY INCREASE OF 12% PER YEAR FROM 2014 TO 2019

MANY FAILED TO TAKE NOTE THAT NAV OR NTA GROWTH IS PART AND PARCEL OF OVERALL HEALTH OF A COMPANY

 

SEE UZMA LATEST NAV/NTA BELOW

 

 

SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2019

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2019
31 Mar 2018
31 Mar 2019
31 Mar 2018
$$'000
$$'000
$$'000
$$'000
1 Revenue
111,433
91,932
304,536
301,621
2 Profit/(loss) before tax
5,599
2,369
22,115
12,196
3 Profit/(loss) for the period
4,335
333
20,534
13,991
4 Profit/(loss) attributable to ordinary equity holders of the parent
2,485
-100
17,900
12,590
5 Basic earnings/(loss) per share (Subunit)
0.78
-0.03
5.59
4.11
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.5400
1.4800

THESE STOCKS WERE TAKEN PRIVATE FOR THEIR NET ASSETS OVER ACTUAL SHARE VALUE

1. KULIM

2. TMAKMUR

3. THESTORE

4. DAIMAN

5. SELANGOR PROPERTY

6. WEIDA

7. SUPER ENTERPRIZE

8. MWE

 

SO UZMA IS WELL SUPPORTED BY NET ASSETS AS A MARGIN OF SAFETY (DAYANG & CARIMIN  ARE TRADING ABOVE NTA NOW - NO MARGIN OF SAFETY AT ALL)

AND IT WAS NTA THAT SAVED MP CORP

AFTER DISPOSAL OF WISMA MPI FOR ABOVE RM180 MILLIONS ITS DEBT TO RHB BANK WAS SETTLED

THOSE WHO BOUGHT MP CORP AT 4.5 SEN ON SUSPENSION HAVE MADE MORE THAN 200% TO 300%  RECENTLY WHEN MP CORP STARTED TRADING AGAIN

 

NOW UZMA WILL DO WELL IN GOOD TIMES AND UZMA WILL EVEN EXCEL DURING BAD TIMES AS PROVEN BY FACTS AND FIGURES

 

BEST REGARDS

 

Calvin Tan Research

Discussions
Be the first to like this. Showing 1 of 1 comments

calvintaneng

Good morning all

Gogreen

All these stocks are fundamentally sound

Their time to shine in the sun will come

For now it is Uzma's turn.

These are the reasons why Uzma is a stock whose time has come

1. All the jobs awarded in 2014 to 2019 are now in progress and pay time for Uzma.
Management knowing the abundance of profits accrued have been sanguine all along inspite of naysayers who were ignorant

2. The total sold down due to 3 IBs downgrade and Kwap selling has made Uzma a bargain too cheap for Directors to resist.
Really "Bei tahan leow" so they got to sapu too cheap grossly oversold Uzma shares

3. Who knows ?
Due to cumulative jobs secured and the accrued profits flowing in there might be a surprise windfall coming for faithful shareholders

There might be
1. A sudden huge dividend
(See Calvin buy call on Complete Logistic. It gave a windfall dividend of 16 sen after all naysayers mouth have been shut up!)

2. Free bonus issue (no need to pay for Rights Issue) as Company expects lots of revenue turning into real profits

3. Free warrants

4. For this purpose it is now time to buy. And who are buying?

Those who followed Calvin bought Carimin at 39 sen and all who followed Calvin buying Naim at 50 sen are now happily buying Uzma

5. And for fear that Uzma prices will run up too fast Insiders/Directors are also rushing to buy

Will August 2019 and November 2019 be good, excellent or fantastic?

Yet to be seen

But the Best is Yet To Come!

2019-08-14 09:54

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