Dear Friends,

There is a co-relationship between Water flow being the health of plants just as Money flow is to the health of Companies

We live in Malaysia & Singapore where water & rainfall & monsoon bring us lots and lots of water. So Oil Palm plantations thrive

Now in the Sahara or Gobi deserts there is very little rain. So very few vegetation can grow

See

THE LEVEL OF WATER FLOW

1) By natural rain fall

Everyday certain places receive rainfall while others do not

So some companies do well because they have good business while others do not

2) By Being Near River Source or Wells or Reservoir

These are Companies that have a penerial source of business all the time. Good times or bad times. Like PBA, SAJ & Selangor Water works supllying piped water to homes. These are non cyclical business as water is being used daily for cooking, bathing & washing dishes, clothes and cars

3) By Coming Monsoon Season

Ha! These are Cyclicals. Nov to March the North East Monsoon will blow

Oil Palm Plantations in Trengganu, Kelantan, Pahang & Johor will be green and yielding more fruit

4) Once in a Decade Storm Flood like Kathrina or in Kota Tinngi case many decades Flood phenomena

NOW JUST LIKE THESE WATER FEATURE PHENOMENA OF LIFE SO IS INVESTMENTS

FOR YEARS AFTER DR, MAHATHIR PASSED THE GOVERNANCE TO PM BADAWI THERE WAS NO CONSTRUCTION JOBS.

THEN AT THE RERIMAND OF TUN DR MAHATHIR PM BADAWI IMPLEMENTED HUGE INFRAR JOBS FOR 9 MALAYSIAN PLAN

AS A RESULT CEMENT COMPANIES DID EXCEPTIONALLY WELL AND THEIR SHARE PRICES JUMPED FROM 100% TO 500%

WHERE CASH (WATER) FLOWS THE INDUSTRIES PROSPERED. IT WAS THESE GOOD TIMES THAT SAW YTL PRIVATISED YTL -CEMENT & BOUGHT OVER 1/3 HANJOON CEMENT FROM GOPENG. UEM ALSO TOOK PRIVATE CIMA (TASEK & LAFARGE POWERED TO OVER RM10.00 AND TURNED INTO BLUE CHIPS)

SAME GOES FOR OGSE. AFTER SHALE OIL IMPACTED CRUDE OIL IN YEAR 2014 CRUDE OIL COLLAPSED TO A LOW OF USD27 PER BARREL

JOBS FROM PETRONAS DRIED UP = DAYA, PERISAI, THHEAVY, SUMATECH, SAPNRG & BARAKAH COLLAPSED IN PRICES AS WELL AS THE WEAKENING OF DAYANG, CARIMIN & PENERGY INTO MULTI YEAR LOWS

THEN CRUDE OIL SURGED NEAR USD70 AND PETRONAS POURED RM30 BILLIONS (CASH/WATER) INTO UPSTREAM JOBS

SO NOW OGSE TIER ONE STOCKS HAVE GONE UP - SOME BY UP TO 400%.

OGSE TIER 2 LIKE DESTINI & T7 GLOBAL RECEIVING BELATED 5 YEAR WORKOVER JOB WILL ALSO JOIN THE Oil & Gas BULL RUN SOON

WHERE IS WATER/CASH FLOWING IN THE HORIZON IN FRONT?

CAN WE SEE? CAN YOU SEE?

WHAT IS IT?

AHA!!

OF THE RM190 BILLIONS FOR 2020 BUDGET THE MAJORITY IS FIXED FOR OPERATION EXPENSE LIKE PAYING 1.6 MILLION GOVT SERVANTS SALARY, PENSION FUNDS FOR GOVT RETIREES & OTHER FIXED COSTS

ONLY RM56 MILLIONS ARE FREE-UP  FOR EXPENDITURE

AND HOW MUCH GO TO EACH INDUSTRIES LIKE DIGITAL ECONOMY, BUILDING OF SCHOOLS, ALLOCATION TO PLANTATIONS, MINING, FISHERY & OTHERS LIKE DEFENSE?

WE KNOW NFCP TAKES UP RM21,6 BILLIONS FOR FIBERISATION

AND HOW MUCH IS RM21.6 BILLIONS OUT OF RM56 BILLIONS?

= 38.5%

WAHAHA!

ALMOST 40% OF THE FUNDS/CASH/WATER WILL BE POURED INTO NATIONWIDE FIBER INSTALLATION!!

WHICH SECTOR/INDUSTRIES/STOCKS WILL BENEFIT FROM THIS CASH/WATER FLOW?

THESE ARE THE ONES

1) OPCOM

See

Business Background

2) NETX

NetX Holdings Berhad is a technology public listed company on Bursa’s ACE market. Founded in 2000, NetX started off dealing primarily in the supply of network equipment and infrastructure. Fast forward to today, the company now pioneers the advancement of disruptive technologies through its subsidiaries in various industries: digital platforms, e-commerce and IT infrastructure among others. In line with the company’s strategy and vision in rethinking possibilities, NetX focuses on existing innovative technologies by making it better with the goal of challenging the markets they operate in. NetX is based on two key business pillars that are strategically operated through its subsidiaries: Ariantec, a network equipment and infrastructure specialist; and PayAllZ, a payment solutions company which was acquired in 2015 as part of its growth strategy. NetX firmly believes in its philosophy of finding new and better ways of doing things through technology. Its businesses are geared toward redefining and challenging established and conventional practices that bring value to the betterment of whole societies. C

3) REDTONE

Business Background

NOW I KNOW PEOPLE HAVE DOUBTS BECAUSE THESE COMPANIES WEREN'T DOING WELL FOR MANY PAST QUARTERS OR EVEN PAST YEARS

SO IS A DRY DESERT. UNTIL WHAT HAPPENS?

UNTIL WATER ARRIVES!!

THEN THE DESERT WILL BLOSSOMS

SEE HOW TERRIBLE WERE THE ACCOUNTS OF CARIMIN, PENERGY, VELESTO & DAYANG & PERDANA WERE BEFORE RM30 BILLIONS CASH/WATER INFUSION FROM PETRONAS AND AFTER PETRONAS PUMPED IN CASH FOR UPSTREAM

SO YOU MUST NOT LOOK AT PAST YEARS OR EVEN PAST QUARTER BAD RESULTS

YOU HAVE TO SEE AHEAD THE COMING GAME CHANGER!!!

AS SIFU WARREN BUFFET SAID YOU DON'T LOOK AT THE REAR-VIEW MIRROR WHEN YOU DRIVE. YOU LOOK AHEAD TO SEE WHAT IS COMING!!!

A WHOPPING CASH/WATER IS POURING IN TORRENTS INTO THE COFFERS OF OPCOM, NETX & REDTONE VERY SOON

NOW GET READY EMPTY BUCKETS

CATCH AS MUCH WATER AS YOU CAN GET HOLD OF WHEN RAIN COMES

SO INVEST AS MUCH AS YOU CAN (WITHOUT SAILANG OR GOING INTO MARGIN PLEASE)

AS SURE AS OGSE BULL HAS RUN ITS COURSE = THE NFCP BULL RUN WILL ALSO START SOON

BEST REGARDS

Calvin Tan Research

Singapore

Please buy or sell after doing your own due diligence