THE INVESTMENT APPROACH OF CALVIN TAN

Palm Oil: The Investment of Successful Gurus like Dr. Neoh Soon Kean of Dynaquest, Fong Siling aka Cold Eye & Robert Kuok, Calvin Tan

calvintaneng
Publish date: Sat, 23 Oct 2021, 11:30 PM
calvintaneng
0 1,795
Hi Guys,

I have An Investment Approach I which I would like to all.
Following Message

Dear friends of i3 Forum,

 

Isaac Newton said,

"If I have seen further, It is by standing ON THE SHOULDERS OF GIANTS

 

See

Standing on the Shoulders of Giants: An Offer You Can't Refuse – 3-Star learning experiences

 

Indeed! This evening we shall look into some Investing Guru's position in Palm OIl shares

Please refer to Bursa Website. See Annual Reports & the Top 30 shareholders

We start with SOP

 

1) SARAWAK OIL PALM (SOP)

1 LCDA HOLDINGS SDN BHD 115,626,600 
2 AMSEC NOMINEES (TEMPATAN) SDN BHD 103,064,478 
PLEDGED SECURITIES ACCOUNT – AMBANK (M) BERHAD
FOR SHIN YANG PLANTATION SDN BHD
3 CIMB GROUP NOMINEES (ASING) SDN BHD 65,948,870 
EXEMPT AN FOR DBS BANK LTD (SFS-PB)
4 SHIN YANG PLANTATION SDN BHD 59,723,422 
5 STATE FINANCIAL SECRETARY SARAWAK 44,969,000 
6 AMSEC NOMINEES (TEMPATAN) SDN BHD 20,500,000 
PLEDGED SECURITIES ACCOUNT – AMBANK (M) BERHAD FOR LING CHIONG HO
7 LING CHIONG HO 19,547,600 
8 UOBM NOMINEES (ASING) SDN BHD 18,057,085 
UNITED OVERSEAS BANK NOMINEES (PTE) LTD FOR PERRA GROUP LIMITED
9 PEKAN MEGAH SDN BHD 7,477,176 
10 TEOH GUAN KOK & CO. SDN. BERHAD 6,974,488 
11 CIMSEC NOMINEES (TEMPATAN) SDN BHD 3,653,300 
CIMB FOR WONG ING YUNG (PB)
12 CITIGROUP NOMINEES (ASING) SDN BHD 3,480,000 
EXEMPT AN FOR BANK OF SINGAPORE LIMITED (FOREIGN)
13 AMANAHRAYA TRUSTEES BERHAD 3,358,800 
PUBLIC STRATEGIC SMALLCAP FUND
14 CIMB COMMERCE TRUSTEE BERHAD 2,667,414 
PUBLIC FOCUS SELECT FUND
15 PUBLIC NOMINEES (TEMPATAN) SDN BHD 2,619,300 
PLEDGED SECURITIES ACCOUNT FOR KONG GOON KHING (E-JCL)
16 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 2,451,800 
GREAT EASTERN LIFE ASSURANCE (MALAYSIA) BERHAD (LBF)
17 UOB KAY HIAN NOMINEES (ASING) SDN BHD 2,329,036 
EXEMPT AN FOR UOB KAY HIAN PTE LTD (A/C CLIENTS)
18 AMANAHRAYA TRUSTEES BERHAD 2,313,257 
PUBLIC ISLAMIC TREASURES GROWTH FUND
19 AMANAHRAYA TRUSTEES BERHAD 2,272,100 
PUBLIC SMALLCAP FUND
20 WONG HEE KWONG 2,245,600 
21 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 2,132,700 
URUSHARTA JAMAAH SDN. BHD. (MAYBANK 2)
22 RHB NOMINEES (TEMPATAN) SDN BHD 2,080,500 
PLEDGED SECURITIES ACCOUNT FOR LAW KIONG HOLDINGS SDN. BHD.
23 MAYBANK NOMINEES (TEMPATAN) SDN BHD 2,008,400 
NATIONAL TRUST FUND (IFM MAYBANK) (412183)
24 NEOH CHOO EE & COMPANY, SDN. BERHAD 1,750,000 
25 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 1,521,300 
EMPLOYEES PROVIDENT FUND BOARD (PHEIM)
26 MAYBANK NOMINEES (TEMPATAN) SDN BHD 1,496,457 
PLEDGED SECURITIES ACCOUNT FOR ERIC KIU KWONG SENG
27 LEMBAGA TABUNG ANGKATAN TENTERA 1,346,600 
28 ADINAMAJU SDN BHD 1,307,420 
29 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 1,239,800 
GREAT EASTERN LIFE ASSURANCE (MALAYSIA) BERHAD (LEEF)
30 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 1,239,700 
 
As you can see from the above the Top 30 are mostly Funds
 
Of note is Number 24
 
See
 
24 NEOH CHOO EE & COMPANY, SDN. BERHAD 1,750,000 
 
Dr. Neah Soon Kean of Dynaquest through his private company owns 1.75 Million SOP Shares
 
 
2) JAYA TIASA
 
 
15 Olive Lim Swee Lian 8,764,200 
16 Citigroup Nominees (Asing) Sdn Bhd 7,233,366 
UBS AG
17 Citigroup Nominees (Tempatan) Sdn Bhd 5,878,200 
Employees Provident Fund Board (PHEIM)
18 Citigroup Nominees (Asing) Sdn Bhd 4,413,433 
CBNY For Dimensional Emerging Markets Value Fund
19 Huang Poh Bing 4,006,400 
20 CIMB Group Nominees (Tempatan) Sdn Bhd 3,307,500 
Exempt An For DBS Bank Ltd (SFS-PB)
21 Azerina Mohd Arip @ Gertie Chong Soke Hoon 3,256,725 
22 Citigroup Nominees (Asing) Sdn Bhd 3,250,738 
CBNY For Emerging Market Core Equity Portfolio
DFA Investment Dimensions Group Inc
23 Maybank Nominees (Tempatan) Sdn Bhd 3,230,000 
Pledged Securities Account For Lew U Sing
24 Wong Yiing Ngiik 3,148,150 
25 Ooi Chin Hock 3,140,115 
26 Tiong Chiong Ong 3,050,896 
27 Neoh Choo Ee & Company Sdn. Berhad 2,373,000 
28 Chinchoo Investment Sdn. Berhad 2,160,000 
29 Wong Kieh Nguk 1,839,364 
30 Hii Hie Lang 1,778,000 
 
Dr. Neoh Soon Kean is Top 27 holders of Jaya Tiasa with 2.373 Million Jaya Tiasa Shares
 
 
3. TH PLANT
 
1. Lembaga Tabung Haji 652,594,631 73.84
2. Public Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Kong Goon Khing (E-JCL) 43,036,400 
3. Alliancegroup Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Yayasan Pok dan Kassim 9,969,360 
4. Public Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Kong Goon Siong (E-JCL) 6,120,000 
5. Pertubuhan Peladang Negeri Terengganu 5,870,294 
6. RHB Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for VM Team Engineering Sdn Bhd 4,000,000 
7. CIMB Islamic Nominees (Tempatan) Sdn. Bhd.
Affin Hwang Asset Management Berhad for Majlis Ugama Islam dan Adat Resam Melayu
Pahang 3,977,760 
8. Neoh Choo Ee & Company, Sdn. Berhad 3,700,000 
9. Alliancegroup Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Chong Yiew On (6000006) 3,266,900 
10. RHB Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Veloo A/L Karupayah 3,000,000 
11. Maybank Nominees (Tempatan) Sdn. Bhd.
Amanahraya Investment Management Sdn. Bhd. for Majlis Agama Islam Negeri Sembilan
(C417-260272) 2,415,840 
12. Amin Baitulmal Johor 2,400,000 0.27
13. Majlis Agama Islam Wilayah Persekutuan 2,400,000 
14. Majlis Agama Islam dan Adat Melayu Perak Darul Ridzuan 2,320,000 
15. AMSEC Nominees (Tempatan) Sdn. Bhd.
Ambank (M) Berhad for Lim Huat Bee (6720-1502) 1,856,900 
16. HLIB Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Yap Qwee Beng 1,680,000 
17. Dynaquest Sdn. Bhd. 1,200,000 
18. Chua Soh Peng 1,194,700
 
At Top number 8 is Dr. Neoh with 3.7 Million Thplant Shares
8. Neoh Choo Ee & Company, Sdn. Berhad 3,700,000
 
At Top 17 is Dynaquest (Investment Fund managed by Dr Neoh) with 1.2 Million Thplant shares
17. Dynaquest Sdn. Bhd. 1,200,000 
 
Dr. Neoh put his Investment  Fund DYNAQUEST money in Thplant with 1.2 Million Th Plant shares
This Fund is managed on behalf of his clients.
 
But his own money he invested 3 X (Times) More with 3.7 Million Th plant shares
 
What did Dr Neoh "SEE" in Th Plant to give such high endorsement?
 
 
 
4) WTK
 
1. AMSEC Nominees (Tempatan) Sdn Bhd
AmBank (M) Berhad for W T K Realty Sdn Bhd
39,029,166 
2. W T K Realty Sdn Bhd 35,510,453 
3. AMSEC Nominees (Tempatan) Sdn Bhd
AmBank (M) Berhad for Ocarina Development Sdn Bhd
33,604,514 
4. AMSEC Nominees (Tempatan) Sdn Bhd
AmBank (M) Berhad for Kosa Bahagia Sdn Bhd
24,937,500 
5. Wong Kie Chie 13,117,524 
6. Wong Kie Yik 8,617,360 
7. W T K Realty Sdn Bhd 7,813,224 
8. Patrick Wong Haw Yeong 7,349,900 
9. CIMB Group Nominees (Asing) Sdn Bhd
Exempt An for DBS Bank Ltd (SFS)
6,523,900 
10. AMSEC Nominees (Tempatan) Sdn Bhd
AmBank (M) Berhad for Harbour-View Realty Sdn Bhd
6,151,926 
11. CIMSEC Nominees (Tempatan) Sdn Bhd
CIMB for Wong Hou Lianq (PB)
6,100,000 
12. CIMSEC Nominees (Tempatan) Sdn Bhd
CIMB for Siow Wong Yen @ Siow Kwang Hwa (PB)
6,000,000 
13. CIMSEC Nominees (Tempatan) Sdn Bhd
CIMB for Kathryn Ma Wai Fong (PB)
5,836,414 1.24
14. Neoh Choo Ee & Company, Sdn Berhad 5,000,000 
15. CIMSEC Nominees (Tempatan) Sdn Bhd
CIMB for Mimi Wong Hou Wai (PB)
4,221,700 
 
Dr. Neoh Soon Kean through his own Co. Neoh Choo Ee & Sons bought 5 Million WTK shares
 
14. Neoh Choo Ee & Company, Sdn Berhad 5,000,000 
 
Note: Calvin Johor Sifu also like WTK. In fact he being an Auditor saw the Immense Value in WTK. He can "SEE". Both my Johor Sifu & his two sons are Auditors.

 

5. INNOPRISE PLANT

1. Innoprise Corporation Sdn. Bhd. 240,469,407 50.22
2. TSH Resources Berhad 105,060,592 21.94
3. UOB Kay Hian Nominees (Asing) Sdn. Bhd.
Exempt AN for UOB Kay Hian Pte Ltd (A/C Clients) 28,827,050 6.02
4. Embun Yakin Sdn. Bhd. 11,223,250 2.34
5. Alliance Group Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Mutual Corridor Sdn. Bhd. (7005036) 10,104,000 2.11
6. Tunas Lestari Sdn. Bhd. 10,000,000 2.09
7. RHB Capital Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Fong Siling (CEB) 4,300,000 0.90
8. RHB Capital Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Salbiah Binti Shuib (CEB) 4,150,000 0.87
9. Cheong Sau Kum 3,754,600 0.78
10. Tan Aik Sim 3,240,800 0.68
 
At Number 7 is Fong Siling aka Cold Eye. Both Dr Neoh & Fong Siling are well known successful investors in Malaysia
Both have Oil Palm in their portfolio.
 
7. RHB Capital Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Fong Siling (CEB) 4,300,000 
 
Note: At Number 2 is Tsh Resources which hold 105 Million InnoPlant shares

2. TSH Resources Berhad 105,060,592 

TSH is now very undervalue as it also own the Ekowood which it has taken private

 

Above 2 are Giants in their Own Rights

See further

 

ROBERT KUOK

Robert Kuok Hock Nien (simplified Chinese: 郭鹤年; traditional Chinese: 郭鶴年; pinyin: Guō Hènián; born 6 October 1923), is a Malaysian business magnate and investor of Chinese descent. According to Forbes, his net worth is estimated at USD12.6 billion as of April 2021, making him the wealthiest person in Malaysia[2][3] and 104th wealthiest in the world.[4] As of April 2019, according to the Bloomberg Billionaires Index, Kuok has an estimated net worth of $18.4 billion, making him the 53rd richest person in the world.[5]

Kuok is media-shy; most of his businesses are privately held by him or his family. Apart from a multitude of businesses in Malaysia, his companies have investments in many countries throughout Asia.[6] His business interests range from sugarcane plantations (Perlis Plantations Bhd), sugar refineries, flour milling, animal feed, oil, mining, finance, hotel (Shangri-La Hotels and Resorts), property, trading, freight and publishing.[7] His biggest source of wealth is a stake in Wilmar International, the world's largest listed palm oil trader company.[8]

Note:

] His biggest source of wealth is a stake in Wilmar International, the world's largest listed palm oil trader company.[8]

 

SO THE RICHEST MAN IN MALAYSIA IS NOT BANKER, GLOVE, REAL ESTATE, PETROLEUM, TECHNOLOGY BUT PALM OIL

YES! PALM OIL MADE ROBERT KUOK THE NUMBER ONE RICHEST PERSON IN MALAYSIA

 

These Giants were holding Palm oil when prices were as low as Rm1,000 per ton (or lower) for Cpo in early days

Now over Rm5,000 in uncharted territory.

 

Now Palm oil is at New World Record Prices in Multi Year Highs they are rewarded for their patience? No? They already succeeded and became legends in their time. Now we are starting to stand on their shoulders to SEE what Palm oil can do for us as it has done for them in their time of success.

 

And the good times for Palm oil have returned

 

Warm Regards

Calvin Tan

Jurong West, 

Republic of Singapore

 

Isaac Newton quote Standing on the shoulders of giants - Large image 800 x 400 px

More articles on THE INVESTMENT APPROACH OF CALVIN TAN
PALM OIL COMPANIES GOT 2 INCOMES: THE ACTIVE INCOME & PASSIVE INCOME OF A PALM OIL COMPANY, Calvin Tan

Created by calvintaneng | May 03, 2024

MKHOP (5139) What Is Its Current Forward P/E and Intrinsic Value, Calvin Tan

Created by calvintaneng | May 02, 2024

EPF & i FAST Funds (Singapore) Are Now in Top 30 Holders of TSH Resources, Calvin Tan

Created by calvintaneng | Apr 29, 2024

AFTER BPLANT TAKEN PRIVATE BY LTAT WE FINALLY SEE ITS REAL VALUE, Calvin Tan

Created by calvintaneng | Apr 27, 2024

TSH RESOURCES (9059) 2023 ANNUAL REPORT: SHOWS A WONDERFUL COMPANY WITH AMAZING CHANGES, By Calvin Tan

Created by calvintaneng | Apr 25, 2024

IF MKHOP IPO IS WORTH 62 SEN WITH P/E 20.3: THEN TSH RESOURCES WITH P/E 16.56 SHOULD BE RERATED FROM RM1.14 TO FAIR PRICE OF RM1.40, Calvin Tan

Created by calvintaneng | Apr 24, 2024

MKHOP IPO AT 62 SEN VERSUS BPLANT, HS PLANT, THPLANT, RSAWIT, JAYA TIASA, TAANN & TSH RESOURCES: COMPARE & CONTRAST, Calvin Tan

Created by calvintaneng | Apr 23, 2024

AN INTERESTING DISCOVERY: WHY MR GOOI SEONG GUM (DIRECTOR OF KMLOONG & CRESCENDO) BOUGHT 3 MILLION RSAWIT SHARES IN YEAR 2020, By Calvin Tan

Created by calvintaneng | Apr 09, 2024

Rimbunan Sawit to beef up crop production and yield, By JACK WONG (Calvin Tan comments)

Created by calvintaneng | Apr 06, 2024

RSAWIT (5113) THIS TURNAROUND PALM OIL COMPANY IS GETTING BETTER & BETTER IN ITS BALANCE SHEET, Calvin Tan

Created by calvintaneng | Mar 16, 2024

Discussions
1 person likes this. Showing 5 of 5 comments

abang_misai

Kns. Lu tak ada own confidence kah? Why must use other names to justify your pick?

2021-10-23 23:49

abang_misai

Serba dinamik suspended again. This time, you very quite. Why? Kena warning from serba boss kah?

2021-10-23 23:50

abang_misai

Calvin, you not consistent lah. How to gain respect?

2021-10-23 23:52

calvintaneng

Why?

Isaac Newton also quoted successful people before his time?

So it is perfectly ok to learn from successful people

As of now the imminent Great results
of palm oil companies will be out in 2 or 3 weeks more our attention and focus is on palm oil of course!

2021-10-24 00:03

Mabel

Meow Calvin...

Yesterday was at our Swimming Pools with my new Italian Gucci Bikini, all thanks to Mabel collection of Biofuel Plantation and Fossil Fuel Energy Battleships and Supertankers which are doing great these last few week. These two Fuels are still best hedge against inflation & depression

Indeed, the best is yet to come...

Mabel Farmeow

2021-10-24 21:47

Post a Comment