THE INVESTMENT APPROACH OF CALVIN TAN
GOVT FUNDS SELLING BANKS (MEDIA SAY GOOD) GOVT FUND BUYING PALM OIL STOCKS (MEDIA SAY NO GOOD) Calvin Tan Research
calvintaneng
Publish date: Thu, 25 Mar 2021, 11:04 PM
calvintaneng
0 1,801
Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
Dear Friends,
THE REASON WHY 90% OF STOCK MARKET PUNTERS & PLAYERS EVENTUALLY LOSE MONEY IS BY FOLLOWING POPULAR CONSENSUS, THE CROWD AND ESPECIALLY THE DAMNABLE MEDIA
See Moody say Malaysia Banks ok
Malaysian banks continue to be strong and profitable: Moody's
KUALA LUMPUR: The outlook for Malaysia's banking system remains stable, owing to the banks' prudent underwriting, together with strong capital and liquidity, said Moody's Investor Service.
Moody's has revised the local banking system's outlook to stable from negative to reflect an improving operating environment that will shield banks from any incremental financial stress caused by the coronavirus pandemic.
See GOVT FUNDS SELLING BANK SHARES
Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
| PUBLIC BANK BERHAD |
Particulars of substantial Securities Holder
| Name | EMPLOYEES PROVIDENT FUND BOARD |
| Address |
Tingkat 19, Bangunan KWSP Jalan Raja Laut Kuala Lumpur 50350 Wilayah Persekutuan Malaysia. |
| Company No. | EPF Act 1991 |
Details of changes
| No | Date of change |
No of securities
|
Type of Transaction | Nature of Interest |
| 1 | 22 Mar 2021 |
2,965,900
|
Disposed | Direct Interest |
| Name of registered holder | Citigroup Nominees (Tempatan) Sdn Bhd - Employees Provident Fund Board | |||
| Address of registered holder | Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala Lumpur | |||
| Description of "Others" Type of Transaction | ||||
EPF SELLING PUBLIC BANK SHARES (Sorchai buy?)
Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
| MALAYAN BANKING BERHAD |
Particulars of substantial Securities Holder
| Name | AMANAHRAYA TRUSTEES BERHAD - AMANAH SAHAM BUMIPUTERA |
| Address |
TINGKAT 4 BALAI PNB 201-A JALAN TUN RAZAK KUALA LUMPUR 50400 Wilayah Persekutuan Malaysia. |
| Company No. | 200701008892 (766894-T) |
Details of changes
| No | Date of change |
No of securities
|
Type of Transaction | Nature of Interest |
| 1 | 19 Mar 2021 |
865,000
|
Disposed | Direct Interest |
| Name of registered holder | AMANAHRAYA TRUSTEES BERHAD - AMANAH SAHAM BUMIPUTERA | |||
| Address of registered holder | TINGKAT 4 BALAI PNB 201-A JALAN TUN RAZAK 50400 KUALA LUMPUR | |||
| Description of "Others" Type of Transaction | ||||
AMANAH SAHAM BUMI disposing MAYBANK Shares
With 200 Blocks of CONDOS in Iskandar worth Rm30 Billions now unloved & unwanted prepare for higher NPL
Many are sold with 110% loan with no downpayment
70% of SMEs cannot function due to Covid 19 lock down
Avoid banks like EPF & ASB are secretly disposing now to unsuspecting sorchai
KLCI trails Palm Oil Plantation Index drop as crude oil prices fall
/
March 25, 2021 18:05 pm
EDGEDAILY HEADLINE IS NEGATIVE AGAINST PALM OIL EVEN THOUGH CPO PRICES ARE ALL TIME HIGH OVER RM4,000 PER TON
Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
| GENTING PLANTATIONS BERHAD |
Particulars of substantial Securities Holder
| Name | EMPLOYEES PROVIDENT FUND BOARD |
| Address |
TINGKAT 19, BANGUNAN KWSP, JALAN RAJA LAUT, KUALA LUMPUR 50350 Wilayah Persekutuan Malaysia. |
| Company No. | EPF ACT 1991 |
| Nationality/Country of incorporation | Malaysia |
SEE WHO ARE BUYING
Details of changes
| No | Date of change |
No of securities
|
Type of Transaction | Nature of Interest |
| 1 | 22 Mar 2021 |
376,000
|
Acquired | Direct Interest |
| Name of registered holder | CITIGROUP NOMINEES (TEMPATAN) SDN BHD - EMPLOYEES PROVIDENT FUND BOARD | |||
| Address of registered holder | LEVEL 42, MENARA CITIBANK, 165 JALAN AMPANG, 50450 KUALA LUMPUR | |||
| Description of "Others" Type of Transaction | ||||
EPF IS BUYING PALM OIL GENTING PLANTATION (IB BANKS SAY NEUTRAL DON'T BUY. STAR PAPER KEPT SAYING THE SAME) ALL THEN DO WHAT?
ALL GO PUMP & DUMP LAPSAP & IN THE END 90% LOSE MONIES
Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
| SIME DARBY PLANTATION BERHAD |
Particulars of substantial Securities Holder
| Name | EMPLOYEES PROVIDENT FUND BOARD |
| Address |
Tingkat 19, Bangunan KWSP Jalan Raja Laut Kuala Lumpur 50350 Wilayah Persekutuan Malaysia. |
| Company No. | EPF Act 1991 |
| Nationality/Country of incorporation | Malaysia |
Details of changes
| No | Date of change |
No of securities
|
Type of Transaction | Nature of Interest |
| 1 | 19 Mar 2021 |
3,000,000
|
Acquired | Direct Interest |
| Name of registered holder | Citigroup Nominees (Tempatan) Sdn Bhd - Employees Provident Fund Board | |||
| Address of registered holder | Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala Lumpur | |||
| Description of "Others" Type of Transaction | ||||
AGAIN EPF IS LOADING UP ON SIME DARBY PLANTATION STOCKS (while the majority keep avoiding)
IN THE END OF END GAME 90% OF THE PEOPLE WILL GO TO HOLLAND
BY CALVIN TAN RESEARCH
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Discussions
1 person likes this. Showing 8 of 8 comments
cbkia4896
Tdm ok.
it's latest qtr result has improved alot from last year qtr
Tdm has invested it's cash into 4 hospitals worth Rm600 MILLONS
Ecrl will unlock the land value of Tdm along Trengganu
With Cpo in full bloom of over Rm4000 a ton Tdm should do very well
As for Dutaland it has sold all it's palm oil lands to Bplant so can switch dutaland to Bplant
no comment on airasia
Other great palm oil stocks are
Fgv
Wtk
Thplant
Bplant (mentioned already )
SOP
Chinteck plant
Mhc plant
Cepatwawasan
Rsawit
All are good
2021-03-26 00:45
Astral Asia bruh. Will nvr touch airlines. Am already in rsawit, waiting patiently inside for months already
2021-03-26 01:09
oh astral asia like matang are just too small.
They don't have the economy of scale
Too big also not so good as growth saturates
Best go for medium size upstream plantation with their own mills like thplant, jtiasa and other medium size ones
2021-03-26 07:58
See
Too small plantation caused dutaland to sell its palm oil lands in Sabah to Bplant
2021-03-26 08:06
In plantation economy of scale is important
In India millions of farmers tend to few acres land enough for own use and little to sell
In USA those farmers feed many other countries
Each USA farmer can produce enough food for 166 people
2021-03-26 08:11
Ayah yah...Banks good and solid...Buy.banks g it dividends. Hold da Banks...Jolly gooda....
2021-03-26 12:04
GIA LORH
TAIKOR
HOOT HOOT
MATANG OSO STANDBY
LONG LONG
TIME AGO
:DDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDD
2021-03-26 17:15
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CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
cbkia4896
Interesting read!!!.... Any particular palm oil stocks to reco?
Me myself think tdm recent qr was a bit disappointing while dutaland (just bit palm oil) and aasia are interesting, what do ya think?
2021-03-26 00:37