Hi guys,
1. LUXCHEM ((5143)
LUXCHEM HAS 35% OF ITS PRODUCTS IN GLOVE NITRILE & GLOVE LATEX CHEMICALS
Our investigation showed that LUXCHEM has fully PRESOLD All Its Glove Chemicals by up to Mid 2021.
Its ASP (Average Selling Price) until Mid 2021 has gone up more than 100%
Producing the same amount of Glove Chemical without additional cost its profits kept increasing and now doubling
And Insiders are buying and buying
DATUK KWAN FOH KWAI | 10-Sep-2020 | Acquired | 50,000 | - | |
DATUK KWAN FOH KWAI | 09-Sep-2020 | Acquired | 50,000 | - | |
MADAM CHIN SONG MOOI | 09-Sep-2020 | Acquired | 300,000 | - | |
MR TANG YING SEE | 09-Sep-2020 | Acquired | 300,000 | - | |
DATUK KWAN FOH KWAI | 08-Sep-2020 | Acquired | 50,000 | - | |
MADAM CHIN SONG MOOI | 07-Sep-2020 | Acquired | 400,000 | - | |
MR TANG YING SEE | 07-Sep-2020 | Acquired | 400,000 | - | |
MADAM CHIN SONG MOOI | 04-Sep-2020 | Acquired | 50,000 | - | |
MR TANG YING SEE | 04-Sep-2020 | Acquired | 50,000 | - | |
MADAM CHIN SONG MOOI | 03-Sep-2020 | Acquired | 500,000 | - | |
MR TANG YING SEE | 03-Sep-2020 | Acquired | 500,000 | - | |
DATUK KWAN FOH KWAI | 18-Aug-2020 | Disposed | 50,000 | - | |
MADAM CHIN SONG MOOI | 14-Aug-2020 | Acquired | 500,000 | - | |
MR TANG YING SEE | 14-Aug-2020 | Acquired | 500,000 | - | |
MADAM CHIN SONG MOOI | 13-Aug-2020 | Acquired | 148,100 | - | |
MR TANG YING SEE | 13-Aug-2020 | Acquired | 148,100 | - | |
DATUK KWAN FOH KWAI | 12-Aug-2020 | Acquired | 100,000 | - | |
MADAM CHIN SONG MOOI | 12-Aug-2020 | Acquired | 2,556,500 |
These Insiders strong buying also happened in Prolexus
Now that Prolexus good results are out people are madly chasing
DON'T CHASE PROLEXUS NOW!!
LUXCHEM IS A BETTER OPTION. GOOD RESULTS EXPECTED TO BE OUT SOON
TOPGLOVE, HARTALEGA AND OTHERS ARE CUSTOMERS OF LUXCHEM
2. JAYA TIASA (4383)
JTIASA HAS 300,000 ACRES OF MATURING PALM OIL IN SARAWAK
With CPO Prices reaching Rm2,800 to Rm3,000 a tonne the Profits & Results of Jtiasa will EXPLODE UPWARD SOON
A check with its last Quarter Result showed GREAT IMPROVEMENTS
It was Rm90 Millions in IMPAIRMENTS that negated the good results. If not Jtiasa WILL REPORT A GOOD Profit
If we take away the One-Off Impairment of Jtiasa PPE (Property/Plant/Equipment)
THERE IS A PROFIT OF 6.47
Annualized 6.47 x 4 = 25.9 Sen PROFIT
At 72 sen current closing price of today Jtiasa has a P/E of only 2.77
MAKING THIS THE BIGGEST EARNING PLANTATION STOCK OVERALL
And there are More Powerful Booster
1) CPO Prices for March to May was Between Rm2,100 to Rm2,300
From June to August CPO prices have gone up to between Rm2,400 and Rm2,600
SO IT IS BENEFITTING FROM CPO PRICE SURGE (AND TODAY CPO IS RM3,000 (OCTOBER 9th 2020)
2) NOT ONLY CPO PRICE IS UP THE PRODUCTION HAS ALSO GONE UP!!
1) Fresh Fruit Bunches - 114,525 metric tonnes (SEPTEMBER FOR AUGUST QTR)
1) Fresh Fruit Bunches - 117,676 metric tonnes (AUGUST FOR JULY HARVET)
1) 1) Fresh Fruit Bunches - 98,234 metric tonnes (JUNE RESULTS)
TOTAL OF JUNE, JULY & AUGUST 2020 = 330,435 METRIC TONNES
Let's look at March to May 2020 Harvests
1) Fresh Fruit Bunches - 73,650 metric tonnes (May 2020)
1) Fresh Fruit Bunches - 66,665 metric tonnes (April 2020)
1. Fresh Fruit Bunches - 55,766 metric tonnes (March 2020)
Total Production from March to May 2020 = 196,081 METRIC TONNES
SO THIS QUARTER 300,435 METRIC TONNES COMPARED TO LAST QUARTER 196,081 METRIC TONNES
IS UP BY A WHOPPING 53%
CAN WE EXPECT JTIASA SHARE PRICE TO GO INTO A BULL RUN LATER?
YET TO BE SEEN
3) NAIM (5703). EXCELLENT DIVIDEND OF 18 SEN (RM180 PER SHARE IS ON)
EGM HAS PASSED THE PROPOSAL TO SELL 2 PIECES OF LANDS FOR RM340 MILLIONS
NOW AWAITING FULL PAYMENT
ONCE PAYMENT RECEIVED WILL COME NEWS OF DIVIDEND
DIVIDEND WILL BE 18 SEN AS PROPOSED
AT CLOSING PRICE OF 79 SEN WITH A DIVIDEND OF 18 SEN MEANS A YIELD OF 22.7%
THIS IS VERY EXCELLENT INDEED MANY INVESTORS STILL UNAWARE THIS IS OUR OPPORTUNITY NOW.
JUST AS MR. MARKET CHASED PROLEXUS AFTER EARNINGS ARE VISIBLE THEY WILL ALSO CHASE NAIM LATER WHEN ITS FANTASTIC DIVIDEND BECOMES VISIBLE AS WELL
4. NETX (0020)
OR IS OUT
EACH OR ENTITLES SUBSCRIPTION OF 6 RIGHTS WITH 3 FREE NETX WARRANTS
AND EACH RIGHT IS RM130
SO RM130 x 6 = RM780
FOR RM780 THERE WILL BE
6 NETX SHARES
3 FREE NETX WARRANTS
NETX IS A DISRUPTIVE TECH OF THE FUTURE WITH HUGE POTENTIAL
BEST REGARDS
Calvin Tan
Singapore
Disclaimer
All information provided here should be treated for informational purposes only. It is solely reflecting author's personal views and the author should not be held liable for any actions taken in reliance on information contained herein.
Created by calvintaneng | May 10, 2024
Created by calvintaneng | May 04, 2024
Cpo now reaching Rm2900 to Rm3000 will make lots more for all Palm Oil plantations as their cost ranges from Rm1400 to Rm1600 per ton
Matter of time only Cpo stocks will all rebound and go into bull run
2020-10-09 13:15
Why Naim not yet announce 18 sen dividend yet?
Answer :
Because after egm approved land sales there's still time to receive full payment from Sarawak Economic Dev Board
Only minor paper work
Once done will be followed by dividend announcement
As per proposal it will be 18 sen or Rm180 per share
So if people can keep money in FD for only 2% int a year why can't we wait a little longer for 22% yield ?
2020-10-09 13:19
Netx is still an inspiring work in progress
At such bottom prices they are bargains on offer
2020-10-09 13:20
Just as Topglove kept increasing ASP prices Luxchem is also doing the same by ever increasing ASP prices
2020-10-09 13:25
how much u have holding these shares now & at what price ?
be truthful on yr call, don't yell for the sake of liquidation to your own benefit.
2020-10-09 13:33
Smartly
I holding Netx at high prices
Buying Naim from 96 sen too early to the low of 76 sen
Average cost 80 sen
Luxchem at 82 sen
Jtiasa bought from 73 sen to 67 sen with average cost of 70 sen
Also bplant at 51 sen
Wtk quite high at 46 sen
Chinteck Plantation bought very high above Rm5.90
Tdm at 23.5 sen
Other plantation stocks
Now happily holding and expecting bull run coming soon for all plantation stocks
2020-10-09 13:41
Coolspa
Then buy what?
Calvin also called for a buy on Asb at 14 sen long before Anwar hype
Already called Asb office before Mco
Chow kit hotel business poor as well as other hotels and resorts all badly impacted by Mco now
Asb now facing dismal business is goreng up on political news
On its own it is facing horrible times
So Calvin sold out all Asb
Pm corp and Mui Bhd?
Pm Corp very good on its own as it is Mui group Cash cow
But mui Bhd is also facing difficult times due to covid 19 hitting metrojaya sales
I suggest if these political stocks are chased up then better sell them Into strength
Stay safe
2020-10-09 13:47
Calvin also called for a buy on Prolexus at 57 sen long before good results were out
Only now people are madly chasing
Thus is very dangerous
Just like chasing Hlt from 65 sen to over Rm3.20
Those who chased and grabbed Hlt over Rm3.20 have lost more than 50% of capital
So always buy when low
Once price run up alot and turned hot hot stock then resist the urge to chase
Keep very very safe
2020-10-09 13:52
Buy what you know to be good yourself
If you know for sure then share with all
2020-10-09 14:18
Philip ( buy what you understand)
No ah Calvin very smart his buy call for netx was 1 cent to 2 cents, cabin bought 2.5 cents. Now it is 15 cents... Calvin cun cun call mah. 15x return cun cun
2020-10-09 21:35
Yes ah Philip
Don't just quote one partially
Quote all Calvin stock picks then let all Judge
See
https://klse.i3investor.com/servlets/pfs/131750.jsp
And must thank Philip for selling his TopGlove for Calvin to buy cheap
Bought Topglove C74 at 82 sen. Sold over Rm2.60
See
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-05-24-story-h1507830969-THE_MOST_FOOLISH_THING_DONE_BY_PHILIP_AND_HE_IS_TOO_DUMB_TO_KNOW_IT_Cal.jsp
2020-10-09 22:30
Philip ( buy what you understand)
Yes, all of Calvin stock pick, why only past few months, why not since 2019?
https://klse.i3investor.com/servlets/pfs/123029.jsp
Yes my record with topglove since before 2019, when Calvin knew nothing about the company I have been holding. I have made 17+ million in one year alone on tg, all transparent and recorded.
How about your lies to God and to man? You told everyone that you sold houses and if top shareholders in netx and keep telling everyone to buy. How many promotional articles for you write on netx?
Your record since 2016 until now, every day promote new articles, everyone know the quality of your results.
Your results are like the the money that throws a dart at the list of stocks in Bursa, totally random.
2020-10-10 06:30
Very good morning to all who visit this humble post
More than 3,250 page views after one day mean more than 3,200 dear friends of i3 forum are silently watching here
Thank you very much for visiting
Now Sifu Peter Lynch has stated that there 6 category of stocks
Among them are Cyclicals like OGSE bull run last year
This year Crude oil crashed so OGSE stocks all down in tandem
To hold them now will be detrimental
Now from March till now is Medical Glove and healthcare bull run.
So we must buy what is current
To fix prices and just them will be wrong as prices are not static
Last time Calvin bought Supermax at Rm1.60 and sold it above Rm3.00 for 100% profit
But if you were to quote Supermax at Rm1.29 at 2020 year low and conclude that I bought at Rm1.60 and year low of Supermax was Rm1.29 then I made a loss of 31 sen would not be correct
In real time I already sold Supermax and only bought back in April 2020 at Rm1.73
Supermax gone up to my great surprise at Rm24.44 peak
But I did not sell at peak. I only sold about Rm19.00
So must see all Calvin's stock picks in their context
Many have gone up by 100%, 200% and like Supermax 1,000%
And these were taken private
Super enterprise
Tmakmur - land of prosperity
Kbunai - so many cry father cry mother but ended well later.
Weida.
The store
Kulim
Daiman (diamond)
Of course I still suffer in Netx, Scomies and some other non-performing stocks which I hope to see them rebound one day
By purposefully overlooking the good picks and keep harping and harrassing Calvin on some bad picks is not reasonable
As Dr Bob Jones said, "All good men are reasonable "
From these past years I found that every year got one or two good investment theme
Last year oil up was OGSE theme
Then NFCP fiber theme. This one got setback due to politics
This year Covid 19 triggered Medical Glove Superbull run
Calvin very very happy for all who followed
Along with it was the Tech bull run (though less noise)
Next one?
Yes Calvin has the next Bull Theme in mind
If I read the market correctly year 2021 will be another very fantastic year
Kindest regards
Calvin
2020-10-10 09:03
Strong big improvement in current sifu calvin stock pick mah...!!
If u ask me i will tell u calvin has perfected his stock selection lately with great success mah...!!
Just like topgloves spending years range bound at Rm 3.00 to Rm 6.00 & suddenly begin to surge to {Rm 20.00 to Rm 30.00 b4 x bonus} within a mater of momths as people start to realise topgloves potential but unfortunately Philip did not spot this development & sold too early at Rm 8.00 loh...!!
Posted by Philip ( buy what you understand) > Oct 10, 2020 6:30 AM | Report Abuse
Yes, all of Calvin stock pick, why only past few months, why not since 2019?
https://klse.i3investor.com/servlets/pfs/123029.jsp
Yes my record with topglove since before 2019, when Calvin knew nothing about the company I have been holding. I have made 17+ million in one year alone on tg, all transparent and recorded.
How about your lies to God and to man? You told everyone that you sold houses and if top shareholders in netx and keep telling everyone to buy. How many promotional articles for you write on netx?
Your record since 2016 until now, every day promote new articles, everyone know the quality of your results.
Your results are like the the money that throws a dart at the list of stocks in Bursa, totally random.
2020-10-10 10:15
Counting Chicken b4 it hatch...!!
Lets count the potential profit raider strategy that suggest u to buy netx loh...!!
1.U buy 1m of netx OR at 0.5m costing u rm 5k
2.U apply for another 1.5m netx excess rights
Your additional outlay are as follows
a) 1m x 0.13 sen
b} 1.5m x 0.13 sen
U get 2.5m share costing rm 325k & u will get 2.5m netx & 1.25m warrant.
Your potential profit are as follows:
Mkt value 16 sen x 2.5m netx share = Rm 400k
Mkt value Netx warrant 4 sen x 1.25m = Rm 50k
Thus overall value Rm 450k
Your cost Rm325k plus Rm 5k = Rm 330k.
Thus your profit conservatively is Rm120k a return on investment of 36% over 2mths or a return on investment of 144% pa.
Thats how u get very rich on netx loh...!!
. NETX (0020)
OR IS OUT
EACH OR ENTITLES SUBSCRIPTION OF 6 RIGHTS WITH 3 FREE NETX WARRANTS
AND EACH RIGHT IS RM130
SO RM130 x 6 = RM780
FOR RM780 THERE WILL BE
6 NETX SHARES
3 FREE NETX WARRANTS
NETX IS A DISRUPTIVE TECH OF THE FUTURE WITH HUGE POTENTIAL
2020-10-10 10:37
The above strategy is scalable, if u want to make more on low risk u can raise your excess share application on netx to 3m, 6m, 9m or even 12m within your affordability mah...!!
Your profits will be in proportion to the excess share application u make
on netx loh...!!
2020-10-10 10:44
See he missed the glove stocks become brain crashed as is Not NFCP stocks.
calvintaneng Spore leading Malaysia in glove
Malaysia = Malu-sia
01/06/2020 10:00 AM
2020-10-10 11:08
Ya we do not need all the rights to be taken up mah....!!
Thats how u can make all the money by buying the excess rights loh..!!
Lets count the potential profit raider strategy that suggest u to buy netx loh...!!
1.U buy 1m of netx OR at 0.5m costing u rm 5k
2.U apply for another 1.5m netx excess rights
Your additional outlay are as follows
a) 1m x 0.13 sen
b} 1.5m x 0.13 sen
U get 2.5m share costing rm 325k & u will get 2.5m netx & 1.25m warrant.
Your potential profit are as follows:
Mkt value 16 sen x 2.5m netx share = Rm 400k
Mkt value Netx warrant 4 sen x 1.25m = Rm 50k
Thus overall value Rm 450k
Your cost Rm325k plus Rm 5k = Rm 330k.
Thus your profit conservatively is Rm120k a return on investment of 36% over 2mths or a return on investment of 144% pa.
Thats how u get very rich on netx loh...!!
The above strategy is scalable, if u want to make more on low risk u can raise your excess share application on netx to 3m, 6m, 9m or even 12m within your affordability mah...!!
Your profits will be in proportion to the excess share application u make
on netx loh...!!
2020-10-10 11:10
enigmatic [control your emotions, discipline your mind]
The pied piper is still on the loose.
Still planning to bring more mice to Weser River, eh?
2020-10-10 19:32
Exactly
You should discipline your mind rather than let it beclouded by prejudice
If Philip has been able to control his wild emotions of poking fun at others his mind would be sound and not made the dumb decision to sell his Topglove at Rm8 just at the outset of once a century glove superbull run
Philip, Mikecyc and enigmatic go every where showing their fists calling for fight and debates
Calvin goes everywhere with open hands looking for friends
2020-10-10 21:11
Philip ( buy what you understand)
Only God will judge you at the gates of heaven, why did you bring suffering to so many Innocents... Bringing them to scomies and netx? And talamt and so on so forth. Your results are plain to see and full of lies, like all fake city harvest pastors you bring Innocents to Holland promise them everything, then deny all.
How is netx now?
2020-10-10 22:00
Philip
Don't use the Name of God in vain
Why you major on minor?
Great stocks you forgot conveniently
1. Supermax
2. Hlt
3. RGT BHD
4. ESCERAMIC
5. MTAG
6. LUXCHEM
7. PROLEXUS
8. KOSSAN C7 AT 42 SEN
9. TOPGLOVE C74 AT 82 SEN
10. CAREPLUS
SO MANY MANY YOU IGNORE
ARE YOU BLIND OR WHAT??
HAVE YOU GOT A CONSCIENCE?
2020-10-10 22:13
Oh some more
Naysayers blinded by prejudice for Calvin call on
Jcy at 50 sen
Asb at 14 sen
Pm corp at 13.5 sen
Muiprop at 18 sen
Very strange indeed
They only choose to see the 20% not so good ones and conveniently forgot the great calls
2020-10-10 22:21
WHY THE 10% MINORITY WHO BUY AND HOLD NAIM WILL BE BETTER OF THAN 90% WHO IMPATIENTLY CHASE HOT STOCKS TO THEIR PERIL, Calvin Tan Research
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-10-11-story-h1534585244-WHY_THE_10_MINORITY_WHO_BUY_AND_HOLD_NAIM_WILL_BE_BETTER_OF_THAN_90_WHO.jsp
2020-10-11 17:04
Bro Calvin, I'm with you on Naim to make at least 50%, if not 100% gain, just like HLT, the super duper one, ESCERAM, Prolexus, Mui Prop & so many more. And some people are still harping on that one or two lesser ones. Give us more winning stocks bro Calvin.
2020-10-11 23:31
ok calvintaneng.... just 1 tip for me... real one :-) and i will use to determine ur word ...can ah?
2020-10-11 23:44
Yes Raymond
For strongest stability, margin of safety and can sleep soundly every night buy Naim for it's 18 sen assured dividend
2020-10-12 07:52
Dividend cannot lie
You can manipulate earnings and cook the book
NAIM 18 SEN DIVIDEND IS REAL CASH NOTHING FAKE
YOU CAN ONLY PAY OUT GOOD DIVIDEND ONLY WHEN YOU HAVE "GOOD CASH FLOW"
https://www.thestreet.com/investing/dividends-dont-lie-11732048#:~:tex....
2020-10-12 08:40
calvintaneng
Luxchem by virtue of its 35% in latex gloves chemical has locked into the phenomenal demand by Topglove, Hartalega and others
China cannot compete for 2 reasons
1. They don't have rubber trees for Fresh latex
2. Even for nitrile latex they got problem because in winter months this artificial synthetic latex will harden unless they use heater which add to cost of production
So Luxchem riding on Topglove will do very well
2020-10-09 13:13