Hi guys,
The World Market swooned today due to fear of IRAN - USA WAR
Don't worry. This is contained to Middle east. Putin is friendly to Donald Trump. China already trying to get out of the Trade war with a coming deal. So there is little fear of escalation on the horizon
Take this sell down as an opportunity to buy on weakness
See
Dear friends, investors and traders,
The probabilities of doing well in Stock Market Investment is during weak months at year end to prepare for the capricorn effect
This was told me by a Christian STOCK broker who based his investment theory on ECCLESIATES
i quote
9 The thing that hath been, it is that which shall be; and that which is done is that which shall be done: and there is no new thing under the sun.
It says that what happened before will happen again. Life & events go in circles or cycles
Usually at year end people will sell stocks due to fatigue. They might also sell to pay for next year children school’s expenses or to take a year end holiday. And stock prices will be weak then.
So this is the time to buy on weakness.when others are selling or not in the market
And then when a new year begins people will start to invest and build a new portfolio again. So prices will go up.
But that is too simplistic
Calvin sees much better reasons why year 2020 will be good for the Stock Market
But first. Calvin has issued 2 Sell Calls in April, 2019 (Sell in May & Go Away)
See
Author: calvintaneng | Publish date:
Fri, 19 Apr 2019, 3:33 PM
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/203130.jsp
Author: calvintaneng | Publish date:
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/203386.jsp
AND THAT WAS CHUN CHUN. From May Till September 2019 KLSE was in a doldrum
Calvin just muddle along those weary months.
Now in October 11th the Budget Speech on the DIGITAL ECONOMY Brought renewed energy again. The tail end of the OGSE BUll Run also gave some impetus as well. Calvin thinks T7 Global & Destini belated bull run time has also started
BUT NOW IS THE TIME TO BUY!
Now these are some reasons why Bursa will see heightened activity for year 2020
1) RM21.6 BILLIONS FOR NFCP FIBERISATION THRUST (RM50.3 BILLIONS LATEST)
Just like the 1st Half of 2019 witnessing the Strong Bull run of OGSE Stocks like Carimin, Naim, Dayang, Penergy & Others
Next year will see the Bull Run time in Fiberisation Bull Theme
THE THEME PLAY FOR YEAR 2020 WILL TRANSIT FROM OGSE TO NFCP Stocks in earnest
Time to buy is now. These are Calvin’s picks = Netx, Opcom & Redtone & Sacofa of CMSB (New addition) Will explain in another post
2) EASING TRADE WAR BETWEEN CHINA & USA Due to Donald Trump 2nd Term Election
Time is running out for Donald Trumph. He needs time to prepare for his 2020 Election Campaign. So the trade war must end or at least be supressed
This will be good for trade and better sentiment. When fears subside people will start investing again
3) FED HAS REDUCED INTEREST RATE 3X (TIMES)
Another name is QE (Quantitive Easing) First sign is the weakening of gold prices. And Monies go back into equities & Funds. As a progressive trend – they will flow back into emerging markets like Malaysia
4) MALAYSIA, TOO WILL SEE BETTER TIMES DUE TO
A) BRENT CRUDE OVER USD60 PER BARREL. PETRONAS WILL CONTINUE TO FILL GOVT COFFERS FOR NEEDED SPENDING. GOOD JOBS IN OIL & GAS WILL HELP OVERALL ECONOMY
B) RISE OF CPO PRICE TO RM3.000 PER TON BODES WELL FOR MALAYSIA. FELDA, FELCRA, ALL OVER MALAYSIA – PLANTATION OWNERS WILL DO BETTER
Trump asked China to buy up Soybean to help the Farm Belt because these ones voted hgim into power. As soy bean prices rebounded it lifted up Cpo & help Malaysia as well.
C) VISIT MALAYSIA YEAR (VMY2020) PLUS REDUCTION OF PROPERTY PURCHASE TO RM600K BARRIER SPUR FOREIGN MONEY BACK INTO MALAYSIA REAL ESTATES
D) DOUBLE DOSE OF SPENDING FOR INFRAR & FIBERISATION. Finance Minister Lim Guan Eng said thie Year’s Funding was delayed due to slow disburstment of Cash. He makes sure for year 2020 allocation will be implemented speedily without delay
SO TWO YEARS SPENDING IN ONE WILL GIVE ADDED OOOOMMMPH!
Not forgeting ECRL, BANDAR MALAYSIA, PAN BORNEO HIGHWAY & OTHERS
5) BANK NEGARA WILL MOST PROBABLY FOLLOW OTHERS TO REDUCE INTEREST SOONER OR LATER
AGAIN CASH WILL POUR INTO EQUITIES
SO WHAT ARE YOU WAITING FOR?
IDLE CASH IN THE BANK IS ALSO AN INVESTMENT
AT 3% BANK FD THE P/E IS 33. IT WILL TAKE 33 YEARS TO DOUBLE YOUR MONEY. IF NOT INFLATION WILL ERODE ITS VALUE. SO SEEK OUT THE BEST VALUE STOCKS AND INVEST CAREFULLY
BEST REGARDS
Calvin Tan Research
Singapore
Please buy/sell after doing your own due diligence
AND THESE STOCKS WILL BENEFIT FROM RM50.3 BILLIONS FOR NATIONWIDE FIBERISATION THRUST
OPCOM = MAJOR FIBER OPTIC MANUFACTURER ALSO JV PARTNER WITH ERICSSON
NETX = NETWORK INFRAR SPECIALIST
REDTONE = ALREADY LISTED AS ONE OF TENDERER FOR NFCP1
SACOFA OF CMSB = ALSO TENDERER OF NFCP1
BINACOM = APPOINTED FIBER OPTIC INSTALLER FOR MAXIS AND ASTRO
NO MATTER WHAT HAPPENS OUTSIDE MALAYSIA WON'T AFFECT THE BULL RUN TIME OF THESE STOCKS AS CASH RM10.8 BILLIONS ALREADY GIVEN TO TELEKOM
RM10.8 BILLIONS TO OTHER TELCOS
RM28.7 BILLIONS DIRECT FROM MCMC TO USP SERVICE PROVIDERS
AND THESE ARE THEIR SUBMITTED TENDERS
BELOW ARE SUBMISSIONS THRU MCMC (IN YELLOW HIGHLIGHTS: Calvin comments)
List of submissions for PI on “Allocation of Spectrum Bands for Mobile Broadband Service in Malaysia” No. Submitting Parties
1. Altel Communication Sdn Bhd
2. Asiaspace Broadband Sdn Bhd
3. Celcom Axiata Berhad
4. Digi Telecommunications Sdn Bhd
5. Fujitsu Telecommunications Asia Sdn Bhd
6. GSM Association (GSMA)
7. Huawei Technologies (Malaysia) Sdn Bhd
8. Joint submission of Telekom Malaysia Berhad and Webe Digital Sdn Bhd (OPCOM SUPPLIES FIBER OPTIC CABLES TO TELEKOM & NETX HAS WON JOB FOR NETWORK INFRAR FROM TELEKO< BEFORE)
9. Maxis Berhad (BINACOM INSTALLS FIBER FOR MAXIS)
10. Mr. Lee Soon Huat
11. PNMB Payfo Sdn Bhd
12. REDtone Engineering and Network Services Sdn Bhd
13. Sacofa Sdn Bhd (CMSB OWNS 50% OF SACOFA: THE MONOPOLY IN SARAWAK & THE PAN BORNEO HIGHWAY)
14. U Mobile Sdn Bhd (REDTONE PARTNER)
15. YTL Communications Sdn Bhd
Created by calvintaneng | Aug 30, 2024
Created by calvintaneng | Aug 30, 2024
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Scomies ok after its debt resolved just like perdana
T7 global & Destini both very good as they won subsea maintenance for 5 years
2020-01-08 22:18
MALAYSIA INDEX BELOW ACTUALLY 1150 IN USA CURRENCY AS RINGGIT HAS CRASHED BY OVER 30% AGAINST USD
MAKING MALAYSIA CHEAPEST AMONG EM
2020-01-08 22:20
AND IN A WORLD OF NO GROWTH OR SUBPAR GROWTH MALAYSIA GDP AT 4.5% IS VERY EXCELLENT
2020-01-08 22:21
GReedy conveys negativity/
The title should read "Be Brave when others.....".
2020-01-09 02:12
buy butaland,kuih TALAM,muib,scomies,netx and all the rubbish and hold until u no have money to eat? hahaha
2020-01-09 02:20
When nasty liar calvintanend VS big cannon useless history teacher apolloang.... what can you expecting? Lol
2020-01-09 02:27
Tom is only good at condemning people
Spreading toxicity everywhere
People like this must be pretty messed up in real life
2020-01-09 03:39
Armada An Quantum Leap Stock In 2019/2020
Calvin has more perspective to show
Tom juz not up to calvin level.
2020-01-09 07:36
Yes, agreed. I yesterday bought ABMB @RM2.60 per share. This bank good dividend. Small size bank. Very well manage. Buy now, I think its a good buy.
2020-01-09 07:57
Best of the best for year 2020
Opcom
Netx
Redtone
Cmsb
Binacom
While others can up 20% to 30% Nfcp bull run stocks can up 200% to 300%
2020-01-09 17:24
Cimb n Maybank ... on long term basis, they are EXCELLENT investment !
They are the best stocks now for buy n hold stocks.
2020-01-09 17:33
Why invest in cimb or Maybank to earn only 10% to 15% at best and miss 200% to 300% upside for Nfcp stocks
Why you go buffet spread and only eat nasi lemak when there is abalone, shark fun and other better food?
2020-01-09 18:18
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)
“In God we trust,”
“All others must provide data.”
NetX
Latest quarterly results
Financial Qtr ending 30.11.2019
Revenue 33,000
Gross Profit 12,000
Administrative expenses (1,758,000)
Other Operating expenses (5,737,000)
Operating Loss (7,402,000)
Loss Before Tax (7,400,000)
Loss After Tax (7,304,000)
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)
7888 posts
Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart) > Feb 3, 2020 8:09 AM | Report Abuse X
Beware of wolves in sheep clothing.
Good morning to all.
2020-02-03 08:56
Calvin?
Sure Calvin is absolutely bullish on NFCP Fiberisation stock like NETX
Certitude is a great thing
I am absolutely certain that NETX is part of the NFCP Bull Run Stocks
Petronas RM30 Billions powered up OGSE like carimin, dayang, penergy & uzma
So NFCP Fiberisation Rm50.3 Billions will power up NETX, OPCOM & REDTONE
2020-02-03 08:57
GTMS
look at scomies ...stock busuk
2020-01-08 22:05