THE INVESTMENT APPROACH OF CALVIN TAN
AYS TOO HIGH TO CHASE: Why You MUST NOT BUY FROM KOON YEW YIN'S DUMPING TO YOU, Calvin Tan
calvintaneng
Publish date: Wed, 03 Nov 2021, 08:37 PM
calvintaneng
0 1,791
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 of i3 Forum,
I hate to post against other Big Names in the Investment Fraternity
Not until today.
Why?
Because I could not stand to see Newbies, Water fish, Sotong, Sardines & Ikan Bilis being led astray by this KYY or Koon Yew Yin
The last thing was his blatant lies on Palm oil
See
AYS is selling at lowest PE among all the steel, chips and CPO counters - Koon Yew Yin
Author: Koon Yew Yin 
| Publish date:
Many investors have asked me to look at computer chip stocks and plantation stocks because the prices of computer chips and CPO crude palm oil are at historical record high as shown on their price charts above. Even with the historical record high prices of computer chip and CPO, these counters are selling at ridiculously high PE ratio. For example, MPI last traded price was Rm 47.7 and its latest EPS was 37.9 sen. Its annual EPS will be 4 X 37.9 sen = Rm 1.52. 47.7 divided by 1.52 = 31 PE ratio. While AYS is selling at PE 2.5
What he said about CPO at historical high is true
See this
| 13 | FCPO | Nov 2021 | 5,400.00 | - | - | 5,446.00 |
+46.00
|
5,475.00 | 5,400.00 | 282 | 4,234 | 5,446.00 |
| 14 | FCPO | Dec 2021 | 5,129.00 | 5,111.00 | 5,300.00 | 5,279.00 |
+96.00
|
5,293.00 | 5,129.00 | 2,408 | 22,455 | 5,279.00 |
| 15 | FCPO | Jan 2022 | 4,920.00 | 5,040.00 | 5,077.00 | 5,073.00 |
+103.00
|
5,086.00 | 4,910.00 | 29,409 | 86,115 | 5,071.00 |
CPO PRICES HAVE GONE UP MORE THAN 170% FROM ITS LOW OF RM2,000 TO OVER RM5400 A TON (UP 170%)
But what he said about P/E of Palm oil stocks with High P/E is false
CPO, these counters are selling at ridiculously high PE ratio.
Palm Oil share prices are still very low in P/E
See our friend posted
Extracted from THPlant Tread
Johnzhang I am pleased to share the projected full year (2021) EPS and the prospective PE of some of my favorite plantation counters. The Projected EPS is based on actual 1H + Q3+Q4. Q3 EPS can be estimated fairly accurately as Q3 avg CPO prices is known and production numbers are mostly available . I also make the assumption that Q4 EPS is same level as Q3 for reasons that ASP Q4 seem to be even higher and labourers for plantantion sector are coming in to maximize crop recovery. Given that Nov/Dec is usually seasonally lower crops, but the higher ASP and labour availability should be enough to offset that,
On above basis , the FY 2021 EPS and prospective PE based on yesterday closing share price as as follows:
Bplant. EPS 9.6sen , PE 7.1x
THplant. EPS 16.5sen , PE 4.4x
SOP. EPS 73.0sen. PE 5.3x
MHC. EPS 20.9sen. PE 4.5x
Cepat. EPS 13,9sen. PE 5.2x
Swkplt. EPS 48sen. PE 5.2x
Taaan. EPS 67.9sen PE 4.6x
Hsplant. EPS 23.6sen. PE 9.3X.
Historical PE for plantation counter is 15 to 25x
As such, plantation counters are seriously underappreciated by the market , especially amid poor KLSE sentiment.
Can 2021's earning be sustained in 2022?
You will be surprised!
Hope this perspective helpful for your investment decision.
On above basis , the FY 2021 EPS and prospective PE based on yesterday closing share price as as follows:
Bplant. EPS 9.6sen , PE 7.1x
THplant. EPS 16.5sen , PE 4.4x
SOP. EPS 73.0sen. PE 5.3x
MHC. EPS 20.9sen. PE 4.5x
Cepat. EPS 13,9sen. PE 5.2x
Swkplt. EPS 48sen. PE 5.2x
Taaan. EPS 67.9sen PE 4.6x
Hsplant. EPS 23.6sen. PE 9.3X.
Historical PE for plantation counter is 15 to 25x
As such, plantation counters are seriously underappreciated by the market , especially amid poor KLSE sentiment.
Can 2021's earning be sustained in 2022?
You will be surprised!
Hope this perspective helpful for your investment decision.
08/10/2021 12:50 PM
SEE: Most Palm oil shares are selling at only 4 x (Times) & 5 x (Times) Earnings
What he said About IT stocks with P/E 30 to 50 Times might be true. But he should not lump them together with Palm oil
As a result he offended lots of our i3 forum fraternity
See their rebuttel
Johnzhang CPO counters at historical high level ??
This fellow tell lies with his eyes wide open!
Investors just need to look into each of the plantation’s performance for H1 2021 and some has just reported Q3 EPS vis a vis their share price to know the truth . I am surprised he is willing to go down so low to tell lies .
This fellow tell lies with his eyes wide open!
Investors just need to look into each of the plantation’s performance for H1 2021 and some has just reported Q3 EPS vis a vis their share price to know the truth . I am surprised he is willing to go down so low to tell lies .
03/11/2021 12:50 PM
gohkimhock lol comparing to MPI and KLK. Just how you and your gang used Heng Yuan to compare with Nestlé. Don't make me laugh..
It seems uncle KYY and his followers know nothing about balance sheet and cash flows statement.
It seems uncle KYY and his followers know nothing about balance sheet and cash flows statement.
03/11/2021 12:49 PM
s3phiroth those who lose money because of his unlicensed recommendation should report sc to investigate kyy for a pontential market manipulation.
03/11/2021 2:24 PM
i3lurker once the articles are out it means he already accumulated too much and now in selling phase
eat sell
dream sell
shit sell
smell sell
urinate sell
talk sell
think sell
so of course write article also sell => selling selling GONE GONER
eat sell
dream sell
shit sell
smell sell
urinate sell
talk sell
think sell
so of course write article also sell => selling selling GONE GONER
03/11/2021 6:07 PM
sherlockman next week he will tell u he sold all his steel stocks because charts not nice already. U watch
03/11/2021 2:46 PM
Sslee Haha,
KYY once wrote margin call force selling is a vicious cycle so expecting race to the bottom.
KYY once wrote margin call force selling is a vicious cycle so expecting race to the bottom.
03/11/2021 6:43 PM
Now this is Calvin's comment
Unlike Palm oil stocks in general which are still cheap AYS has gone up a lot
See
From above we can SEE Ays gone up from 20 sen low to the high of 80 sen (Up 300%)
Was it KYY who pushed up AYS to sell now?
That was what he did in AT
He even took photo with AT Bosses and recommended AT around 30 sen
After i3 Forumers bought into his story he DUMPED ALL TO THEM & Not only that. He started to bad mouth AT
Calvin does the opposite
ALWAYS BUY LOW & AVOID CHASING HIGH
Told people to buy OPCOM & REDTONE when cheap & Warned all Never to Chase High
Lately Calvin saw Tan Sri TSVT or Tan Sri Vincent Tan sold Redtone.
So Calvin told all to take profit in Redtone
See
calvintaneng Attention please
BIG BOSS TAN SRI TSVT IS NOW SELLING REDTONE
Better sell as he knows redtone will be no good just like he sold Bj Corp from 50 sen to 25 sen
If don't sell faster later might follow Bj Corp down a lot
Sell and switch to these 3 palm oil = SOP, TAANN or TSH RESOURCES
Or these cheaper 3rd liners: Thplant, Bplant or Jtiasa
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 29-Oct-2021 Disposed 306,100 0.000 View Detail
BERJAYA CORPORATION BERHAD 28-Oct-2021 Disposed 5,000,000 0.000 View Detail
BERJAYA GROUP BERHAD 28-Oct-2021 Disposed 5,000,000 0.000 View Detail
Many opposed
See how now Redtone crashed
kahsoon888 Omg...Dropped 7cents..Really bye bye
03/11/2021 11:49 AM
Donator 20k profit disappear in 1 day...
03/11/2021 4:35 PM
NOW INSIDERS OF AYS ARE ALSO SELLING
See
| MR TOH TUAN SUN | 22-Sep-2021 | Disposed | 400,000 | 0.699 |
 |
| MR TOH TUAN SUN | 01-Sep-2021 | Disposed | 294,000 | 0.617 |
Director selling AYS on Sept 2021 means the results of July, Aug & Sept to be reported in this month could be not so good
So you guys must be careful not to chase
This latest budget there is little Job Award for Construction
BECAUSE MALAYSIA GOVT HAS LITTLE MONEY LEFT AFTER SPENDING SO MUCH FOR THE LAST ONE YEAR & SIX MONTHS FIGHTING COVID 19 & LOCK DOWN
IT EVEN PROPOSED PROSPERITY TAX
SO WHERE GOT MONEY FOR MORE PUBLIC CONSTRUCTION PROJECTS
WITHOUT MUCH FURTHER ADDITIONAL CONSTUCTION PROJECTS FOR YEAR 2022 STEEL DEMAND WILL DROP OR BE MUTED
ALL THE MORE REASON NOT TO CHASE STEEL NOW
AS FOR PALM OIL?
IT DERIVES ITS PROFITS FROM EXPORT TO INDIA
TOMORROW IS DIWALI/DEEPAVALI WHEN 1.35 BILLION PEOPLE WILL BE USING LOTS OF PALM OIL FOR THEIR FESTIVE COOKING
CHINA, TOO, IS TELLING 1.4 BILLION TO STOCK UP FOOD & COOKING OIL FOR THIS COMING WINTER
SINCE PALM OIL DERIVES ITS CASH FLOW FROM EXPORTS THE PRICE OF OVER RM5,400 PER TON WILL BRING IN LOTS AND LOTS OF CASH FLOW
CASH INFLOW IS LIKE A DAM
WHEN WATER CONTINUES TO FLOW, FLOW UNTIL IT OVERFLOWINGS IN VERY HIGH COPIOUS DIVIDENDS FOR ALL
LIKE NIAGARA FALLS
Yes in 2019 we enjoyed 100% gain from OGSE Bull Run
2020 We made 400% from Glove Superbull
2021/2 will be Superbull Earnings for Oil Palm
ROLLING IN CASH LIKE NIAGARA FALLS FOR ALL OIL PALM COMPANIES
https://www.youtube.com/watch?v=wB6gHz8XHDI
WARM REGARDS
Calvin Tan
Please buy or sell after doing your own due diligence or consult some honest Remiser/Fund Manager
Johnzhang I am pleased to share the projected full year (2021) EPS and the prospective PE of some of my favorite plantation counters. The Projected EPS is based on actual 1H + Q3+Q4. Q3 EPS can be estimated fairly accurately as Q3 avg CPO prices is known and production numbers are mostly available . I also make the assumption that Q4 EPS is same level as Q3 for reasons that ASP Q4 seem to be even higher and labourers for plantantion sector are coming in to maximize crop recovery. Given that Nov/Dec is usually seasonally lower crops, but the higher ASP and labour availability should be enough to offset that,
On above basis , the FY 2021 EPS and prospective PE based on yesterday closing share price as as follows:
Bplant. EPS 9.6sen , PE 7.1x
THplant. EPS 16.5sen , PE 4.4x
SOP. EPS 73.0sen. PE 5.3x
MHC. EPS 20.9sen. PE 4.5x
Cepat. EPS 13,9sen. PE 5.2x
Swkplt. EPS 48sen. PE 5.2x
Taaan. EPS 67.9sen PE 4.6x
Hsplant. EPS 23.6sen. PE 9.3X.
Historical PE for plantation counter is 15 to 25x
As such, plantation counters are seriously underappreciated by the market , especially amid poor KLSE sentiment.
Can 2021's earning be sustained in 2022?
You will be surprised!
Hope this perspective helpful for your investment decision.
On above basis , the FY 2021 EPS and prospective PE based on yesterday closing share price as as follows:
Bplant. EPS 9.6sen , PE 7.1x
THplant. EPS 16.5sen , PE 4.4x
SOP. EPS 73.0sen. PE 5.3x
MHC. EPS 20.9sen. PE 4.5x
Cepat. EPS 13,9sen. PE 5.2x
Swkplt. EPS 48sen. PE 5.2x
Taaan. EPS 67.9sen PE 4.6x
Hsplant. EPS 23.6sen. PE 9.3X.
Historical PE for plantation counter is 15 to 25x
As such, plantation counters are seriously underappreciated by the market , especially amid poor KLSE sentiment.
Can 2021's earning be sustained in 2022?
You will be surprised!
Hope this perspective helpful for your investment decision.
08/10/2021 12:50 PM
More articles on THE INVESTMENT APPROACH OF CALVIN TAN
Rimbunan Sawit to beef up crop production and yield, By JACK WONG (Calvin Tan comments)
Created by calvintaneng | Apr 06, 2024
Discussions
1 person likes this. Showing 18 of 18 comments
stocks won't just trade at very low single digit pe ratio, mr market priced it at very low pe which shocked many people for very good reasons behind.
by posting this article, you may save many ikan bilis.
when the shameless uncle kept promoting this & that, don't ask just run without looking back. lol
2021-11-04 13:38
Why this iddiot go every way to promote palm oil stocks?
If you so confidence what you bought, why need to go every way non-stop talking unless you start realise not the better choice so need all waterfish members here to support you and to catch your nonsense mistake
We know you had put your bet on palm oil stocks more than 6 months but end up unable to reach your desire target, so now start nervous that's why non-stop putting blog to promote
We know you had past record on what you did last time, don't con members here until loss their hard earn money
I don't know why 3iii administrator didn't take any action to suspend this iddiot account to avoid keep on spamming every way
I pegging administer need to take proper action against this spammer
2021-11-04 16:16
Not a fan of KYY, but this is a huge allegation against KYY.
Wait for KYY's legal team to reply, & calvin will apologise like that Kpower incident.
2021-11-04 16:19
Share my experience..... My biggest lost were following Uncle KYY leads. Recover all loses after follow Calvin leads.
2021-11-04 17:06
Look... Construction industry giant evergrande in dip shit now... If a giant like this in dip shit it's gonna send tsunami ripple effect to all other constructions. What make u think ays will do well when the largest consumers of steel (construction) is collapsing?
Be smart... But palm oil... Palm oil is used for biscuits,Maggie mee... Lipstick.. Cosmetics... Cooking oil.. Even your milo... And many more!. Be smart ! Take the advantage of the high cpo price.
Also... Calvin tan is where his mouth is if you follow him close enough you will know!
2021-11-04 19:23
I follow Calvin I make more money now Happy. I follow another Uncle I loss money. True cases.
2021-11-04 20:10
Uncle Kun has little creditability. He made too many U-turns. He frequently changes his tunes
Uncle Teng is different. When he recommend something, he says it with conviction. His recommedation comes with painstaking research and figures
I used to follow KYY, but lost heavily thru his flip flops. When gloves counters start falling about a year ago, Uncle Kun was still defending them. He said gloves still needed when carrying out vaccine injections....so the demand will still be there
Uncle Teng, on the other hand has the hindsight to warn us about the coming bad news on glove stocks. He saw advertisements on online shopping platforms on very cheap China made gloves. He said gloves prices going to drop because of this China factor
4 months ago, inspired by Uncle Teng bullish stance on oil palm, I switched from gloves to oil palm....Uncle Teng really has saved me ....the gloves stocks that I sold drop while the oil palm stocks that I bought went up although very slowly...but at least Uncle Teng has saved me from further bleeding
Oil palm may not follow gloves meteoric 400% rise last year or even O & G 100% rally in 2019 but it is definitely the sector to be in now....just a 30% rally is sufficed for me
2021-11-04 21:43
Uncle Kun says oil palm stocks trading at high PE now...this is simply not true...in fact their PE is only 5-6. We must fight this misinformation!!!
2021-11-04 21:49
daretocutandchange oilpalm stocks low risk may high return.why not?
04/11/2021 10:33 PM
Correct
He that is low needs fear no fall
At such depressed prices Palm oil shares down side is limited SO WE EXPECT A GOOD UPSIDE
2021-11-05 06:14
Yes, oil palm is on a roll, good times are coming for those who are patient and holding good oil palm stocks researched by Calvin
2021-11-05 09:00
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2021-11-04 09:31