Dear Investers & Traders (pls read to the end as we type now)

Today results are out for Hot Tech & Unpopular Thplant

Let's see their results & compare

D&O GREEN 

D&O Green this qtr result

Profit is 2.04 sen

Annualised 2.04x4 = 8.16

Price today is Rm5.22

P/E is 522/8.16

= P/E 63.97

That means that D&O will double your money in 63.97 years

This is worst than Bank FD rate at 1.75% a year

See 100/1.75

= Putiing your money in the Bank will double your money in 57.14 years

Better put money in Bank FD than chase this Hot Air Balloon

THPLANT

Thplant this qtr earns 3.01 sen

Annualised 3.01x 4 = 12.04 sen

Price today is 52 sen

P/E = 52/12.04

P/E = 4.32

That means that THPLANT will double your money in only 4.32 years

THIS SHOWS THAT D&O IS EXTREMELY OVERVALUE & THPLANT IS GROSSLY UNDERVALUE

BUT?

But Mr Market now go GaGa over Tech & Palm Oil totally out of favour

So 90% will overpay for Tech & only 10% or less will buy Palm Oil

So how if buy Tech another sorchai will chase but if buy palm oil money will get stuck?

NO! NO! NO!

Who said Money got Stock in Palm Oil

Go read this Bplant Tread

BPLANT IS GIVING A TOTAL OF 5.2% DIVIDEND FOR YEAR 2021 (Better than many Reits) So will Thplant when it resume its good dividends track record

See ThPlant Dividend History when Cpo Prices were high

19-Apr-2018	16-May-2018	DIVIDEND	Final Dividend	RM 0.02
22-Nov-2017	06-Dec-2017	DIVIDEND	Interim Dividend	RM 0.016
13-Apr-2017	09-May-2017	DIVIDEND	First and Final Dividend	RM 0.06
24-Apr-2015	20-May-2015	DIVIDEND	First and Final Dividend	RM 0.0200
02-May-2014	28-May-2014	DIVIDEND	First and Final Dividend	RM 0.0362
21-May-2013	03-Jun-2013	BONUS_ISSUE	Bonus Issue	1 : 5
26-Apr-2013	21-May-2013	DIVIDEND	Final Dividend	RM 0.01
30-Nov-2012	18-Dec-2012	DIVIDEND	Interim Dividend	RM 0.036
02-Apr-2012	02-May-2012	DIVIDEND	First and Final Dividend	RM 0.125
04-Apr-2011	28-Apr-2011	DIVIDEND	Final Dividend	RM 0.125
13-Apr-2010	06-May-2010	DIVIDEND	Final Dividend	RM 0.085
13-Apr-2009	06-May-2009	DIVIDEND	Final Dividend	RM 0.075
17-Dec-2008	02-Jan-2009	BONUS_ISSUE	Bonus Issue	1 : 1
29-Jul-2008	08-Aug-2008	DIVIDEND	First Interim Dividend	RM 0.1
18-Apr-2008	14-May-2008	DIVIDEND	First and Final Dividend	RM 0.211

SEE IN YEAR 2008 DURING PALM OIL BOOM YEAR THPLANT GAVE OUT 31.1 SEN DIVIDENDS PLUS ONE FOR ONE FREE BONUS

What about D&O Dividend history?

Ok take a look

24-May-2021	12-Jul-2021	DIVIDEND	Interim Dividend	RM 0.005
28-Nov-2018	12-Jun-2021	DIVIDEND	First Interim Dividend	RM 0.005
18-May-2021	11-Jun-2021	DIVIDEND	Interim Dividend	RM 0.0075
12-Jul-2021	09-Dec-2020	DIVIDEND	Interim Dividend	RM 0.0065
27-Nov-2019	11-Dec-2019	DIVIDEND	Second interim dividend	RM 0.005
17-May-2019	03-Jun-2019	DIVIDEND	First Interim Dividend	RM 0.005
30-May-2018	07-Jun-2018	DIVIDEND	Final Dividend	RM 0.005

1/2 sen dividend & 3/4 sen dividend at best?

Oh No

So D&O now too expensive to chase & must take profit

Take Profit?

Who are selling & taking profit?

See

MR TAY KHENG CHIONG	25-Aug-2021	Others	1,290,500	-
MR WONG MENG TAK	26-Jul-2021	Others	725,000	-
MR WONG MENG TAK	22-Jul-2021	Disposed	50,000	-
YEOW SEE YUEN	12-Jul-2021	Disposed	6,100	-
YEOW SEE YUEN	12-Jul-2021	Others	650,000	-
MR JESPER BJOERN MADSEN	09-Jul-2021	Disposed	65,000	-
YEOW SEE YUEN	09-Jul-2021	Disposed	150,000	-
MR JESPER BJOERN MADSEN	08-Jul-2021	Disposed	45,000	-
YEOW SEE YUEN	07-Jul-2021	Disposed	150,000	-
MR JESPER BJOERN MADSEN	07-Jul-2021	Disposed	90,000	-
MR JESPER BJOERN MADSEN	06-Jul-2021	Disposed	70,000	-
MR YEOW SEE YUEN	06-Jul-2021	Others	800,000	-
MR JESPER BJOERN MADSEN	05-Jul-2021	Disposed	180,000	-
MR YEOW SEE YUEN	05-Jul-2021	Disposed	150,000	-
MR YEOW SEE YUEN	02-Jul-2021	Disposed	100,000	-
MR CHEAM DAU PENG	21-Jun-2021	Others	1,000,000	-
MR CHEAM DAU PENG	18-Jun-2021	Disposed	300,000	-
MR WONG MENG TAK	17-Jun-2021	Disposed	50,000	-
MR JESPER BJOERN MADSEN	03-May-2021	Others	600,000	-
MR JESPER BJOERN MADSEN	03-May-2021	Others	300,000

WHAT IS THIS BELOW?

MR TAY KHENG CHIONG

25-Aug-2021

Others

1,290,500

-

They are ESOS to reward Directors as they can get cheaper than market at discount as reward. 

Best Regards

Calvin Tan Research

Please buy or sell After doing your own due diligence or consult your Remisier/ Fund Manager

Listen again!

People say cannot compare tech with palm oil as you cannot compare apple with orange

There is only only Comparision

How much actual yield a stock will offer you over its entire life span? This also holds true in any investment 

Take COUNTRY GARDEN IN JOHOR FOR EXAMPE

WHEN IT WAS FIRST LAUNCHED WITH MUCH FANFARE & NOISE

MILLIONS LOOKED AT THE 9,000 UNITS OF CONDOS ON OFFER

5 FILM STARS FROM SINGAPORE & ONE SUPERSTAR FROM CHINA WERE ROPED IN TO PROMOTE THESE VERY HOT PROPERTIES OF THE TIME

Many gone there to buy EXCEPT Mr Tan Pao.

Who is Tan Pao?

Tan Pao is my Johor Property Sifu in Iskandar

Shunning Condos of Rm1 million or more he went for those low cost houses in Kota Masai . He could get low cost houses below Rm50,000 each - unloved & unwanted instead of the Hottest Condo craze time

Fast forward to now

COUNTRY GARDEN HAD SOLD 8,000 UNITS OF THE 9,000 BUILT AT ONE GO

THE REMAINING 1,000 UNSOLD UNITS?

THEY ARE ON OFFER AT 50% DISCOUNT!

SEE

Alternative Views: So what if properties are sold at 50% discount?

THEEDGEDAILY

When the stock market crashes and prices fall to less than 50% of their intrinsic values, not many people would bat an eyelid. But when a property developer offers properties at a 50% discount, it becomes fodder for chatter for many across all walks of life.

What is eye-catching in Country Garden Pacificview Sdn Bhd’s offer for sale of its high-rise units in Danga Bay is the steep 50% discount from the original selling price.

Existing property owners screamed foul, saying the move had indirectly caused the value of their properties to fall. But what Country Garden did is not new.

One buyer from Singapore bought one unit at Rm1.8 Million now cry foul because price has been discounted by 50% to only Rm900,000

Now he had overpaid in good times & now suffer the consequences!

Tan Pow now sees his low cost house gone up 300% from Rm50,000 to Rm200,00

And selling very well as well as renting for Rm600 easily (12% rental yield)

So please take note

INVEST LONGER TERM & BUY VALUE