FOLOWING INSIDERS/DIRECTORS BUY LONGER TERM WILL USUALLY RESULT IN SUCCESS EVENTUALLY
Yes! This Buy & Hold Method Following Insider Boss Buy Usually Result in Success eventually can be proven time after time
Note: Critics have hyped up Netx as a failed attempt & constantly bring this up. Calvin sure made mistake. But Calvin has other success stories which they conveniently ignore
Now please bear with me as we see some Long Term successes (in spite of one stock Netx underperform)
1) COMPLETE LOGISTIC BUY CALL WAS 56.5 SEN IN YEAR
Current price is Rm3.89 or up 688%
See
COMPLETE LOGISTIC - IS COMPLETELY LOGICAL, Calvin Tan Research
COMPLETE LOGISTIC. As the name implies it has LOGISTIC BUSINESS that is COMPLETE
ALL ENCOMPASSING LOGISTIC ON SEA AND LAND. FROM WAREHOUSES TO MORE BONDED WAREHOUSES
ITS SET UP IS COMPLETE. MORE SO IN THE AGE OF THE FOURTH INDUSTRIAL REVOLUTION OF THE DIGITAL ECONOMY!
At the turn of the last century with the advent of the Motor Car - horse drawn carriages were rendered obsolete.
So ECommerce will render the traditional way of shopping obsolete. New forms of businesses have emerged. Those that embrace change will survive. Those that clung on their old ways like TOYS R US will die. And with the Direct Sale of Goods from Factories/Warehouses to homes - the Middle Men of Wholesale and Retail Sale from Shopping Malls will be bypassed - leading to the Closure of Malls One by One all over the planet earth.
The Two Key Words of ECommerce is The Saving of TIME & MONEY (How much? Expect to work only 3 hours out of 13 hours. And Savings from 30% to 80%)
A Conventional Business needs a Huge Store Front. Mostly in Expensive Shopping Malls. It has fixed opening hours: 9am to 11pm? Sales persons are employed to man these goods whether there are customers or not. So You Spend A Fortune in Rental. You also spend a Huge Amount of Time Waiting for people to come.
ECommerce Reverses this process
No Need to rent Expensive Shopping Mall at Rm20 psf to Rm30 psf. A Warehouse at Rm1.00 to Rm1.50psf will do. Only 5% or a fraction of the cost.
And no need to employ Sales Troop entertaining walk in customers - sometimes none at all at a prolonged period.
Only a few factory hands are employed to wrap & send the Goods in Store. And Goods go to Customers direct. Not Customers come & search for Goods.
GOODS GO TO CUSTOMERS DIRECT?
YES!
Last time we spend hours waiting for Taxi on Road Curbs. Now Grab Taxi comes straight to our Door Step.
Last time we go shopping for Goods. Now ECommerce deliver them right into our homes from Warehouses.
Same goes for our groceries. Red Mart will deliver Vegetables, Rice, Milk, canned food and all sundry stuff right to us.
2 Guys saw the long queue at Money Changers in Singapore. So they an idea!
They started Currency Exchange Home Delivery On-line.
Now no need to "GO" to Money Changers across traffic jams & long queueing to change money.
They "COME" to you.
Hungry?
Uber Eat & Panda Food deliver hot meals to "You" at home or office.
Even SingPost has now started a new innovation - A Mini Post Office in Every HDB Housing Estate.
Now you don't need to "Go" to the Post Office. The Post Office has "COME" to you. And you don't need to wait for the Postman to come either. It might take hours during the day as traffic is heavy. But with Your Neighbourhood Mini Post Office he can deliver it anytime at his earliest convenience - 12 noon, 3pm, 6pm, 9pm? Or midnight, 2am, 4am or 6 am also no problem when there is no traffic jam.
You can reject the delivered parcel if you are not sastified back to the locker. And you can also send letters or parcels. Just like sending them in a Normal Post Office.
This concept is a Total Revolution of how we do business.
Last week in Singapore my computer CBU failed. So I went to Jurong Point to shop for a new one.
Ha! The cheapest one from CHALLENGER (Computer shop) Cost S$800 or Rm2.400
Then I checked with LAZADA (Spore). I got one for S$170 (about rm510). That's A Nice saving of almost 80%
But the brand I bought from LAZADA is about S$400 among less expensive Shopping Complex. So still save by more than 50%.
Last year I bought 3 Airconds for my house in johor
THE FIRST ONE I BOUGHT IT FROM A SHOP IN TAMAN PERLING SELLIING ELECTRICAL GOODS
COST OF INSTALLATION WITH MIDEA AIRCON 1 HP SPLIT WAS RM1,000
THEN I SEARCHED ONLINE IN LAZADA (MALAYSIA)
I GOT 2 YORK 1 HP SPLIT AIRCOND FOR ABOUT RM700 EACH. THEN I CALLED MARAN THE AIRCON GUY TO SET IT UP FOR RM250 COST. TOTAL WAS ABOUT RM950
SO BY BUYING ONLINE I GOT A BETTER QUALITY AIRCOND AND CHEAPER!!
NOTE
IN LAZADA RIGHT NOW MIDEA 1 HP SPLIT AIRCON IS SELLING FOR ONLY RM595
I got lucky so far. 2 York Aircond I bought almost 2 years still ok.
Some items I bought not so big as i thought. But all Ok for the price.
I would say i am at least 80% satisfied.
In Singapore the Computer CBU i bought got heavy sound. So I called the seller who is from Pandan Loop. He came and replaced it. See i am able to post this now?
Working well.
Btw
At Jurong Point Shop Rental is S$20 to S$30 pm (About Rm60 to Rm90 psf)
His warehouse in Pandan Loop cost only S$1.00 to S$1.50 psf or Rm3.00 to Rm4.50 psf
So he could really compete as his rental cost is only a mere 5%
THIS WILL SPELL THE DOOM OF MALLS ALL OVER THE WORLD.
But Companies with Warehouses will thrive.
Those that embrace this new technology will thrive. Those that failed to take heed will not survive.
Ha! With above short explanation let Calvin now show you why Complete Logistic is a Buy
1)At 56.5 sen with NTA of Rm1.12 COMPLETE LOGISTIC IS SELLING AT ALMOST 50% DISCOUNT TO NTA.
This 50% Discount is more than the 30% Discount required by Ben Graham As a Margin of Safety.
2) LAST QUARTER RESULTS SHOW POSITIVE GROWTH IN REVENUE, EARNINGS & NTA
Currency: Malaysian Ringgit (MYR)
EXCELLENT ALL ROUND GROWTH FROM LAST YEAR QUARTER.
3) ON 28th March 2017 Complete Logistic share price closed at Rm1.09. Today it is only 56.5 sen (Price crashed by 49%)
So We are Now Buying It at even cheaper by 49% with increasingly bright prospect of Jack Ma Officially Launched the First Digital Free Trade Zone in Malaysia (Outside China)
4) While Its Share Price has gone down by 49% the NTA of COMPLETE has gone up from Rm1.05 to Rm1.12 (Up 6.6%)
Why NTA grew?
Answer:
COMPLETE LOGISTIC BUILT AND 2 MORE WAREHOUSES.
Management cautioned that both Land & Sea Transport are stagnating so they did not expand more Fleet of Ships or Trucks but Built New Warehouses in Strategic Locations in anticipation of the surge in Warehousing Demand
And they are Chun Chun Indeed!
See
Warehouses reach for the sky as urban demand soars
High occupancy rates in big economies are driving a wave of investment in the sector
The only way is up: multistorey warehouses are becoming more common Share on Twitter (opens new window) FTimes. Conor Sullivan MAY 21, 2018
There are 2 Types of Warehouses. Normal & Bonded
COMPLETE LOGISTIC has both.
A Bonded Warehouse is One in which Imported Goods are stored before actual importation clearance by Customs as Duty has not been paid yet.
And Goods/Vehicles are not allowed to leave a Bonded Warehouse until Clearance is given.
Why the Need?
If Importers want to re export to a 3rd country.
5) THE INSIDERS KNOW With E FREE TRADE ZONE - FUTURE BUSINESS WILL RAMP UP
So they are loading up cheap COMPLETE shares
See
DOLPHIN ASSETS SDN BHD
23-Jan-2018
Acquired
2,100,000
0.000
MR LAW HEE LING
23-Jan-2018
Acquired
2,100,000
0.000
MR LEON LAW LI YION
23-Jan-2018
Acquired
2,100,000
0.000
DOLPHIN ASSETS SDN BHD
11-Jan-2018
Acquired
44,900
0.000
MR LAW HEE LING
11-Jan-2018
Acquired
44,900
0.000
MR LEON LAW LI YION
11-Jan-2018
Acquired
44,900
0.000
DOLPHIN ASSETS SDN BHD
10-Jan-2018
Acquired
83,000
0.000
MR LAW HEE LING
10-Jan-2018
Acquired
83,000
0.000
MR LEON LAW LI YION
10-Jan-2018
Acquired
83,000
0.000
DOLPHIN ASSETS SDN BHD
09-Jan-2018
Acquired
20,000
0.000
MR LAW HEE LING
09-Jan-2018
Acquired
20,000
0.000
MR LEON LAW LI YION
09-Jan-2018
Acquired
20,000
0.000
MR LEON LAW LI YION
03-Jan-2018
Acquired
75,000
0.000
DOLPHIN ASSETS SDN BHD
03-Jan-2018
Acquired
75,000
0.000
MR LAW HEE LING
03-Jan-2018
Acquired
75,000
0.000
MR LEON LAW LI YION
02-Jan-2018
Acquired
30,000
0.000
DOLPHIN ASSETS SDN BHD
02-Jan-2018
Acquired
30,000
0.000
MR LAW HEE LING
02-Jan-2018
Acquired
30,000
0.000
MR LEON LAW LI YION
29-Dec-2017
Acquired
95,200
0.000
DOLPHIN ASSETS SDN BHD
29-Dec-2017
Acquired
95,200
0.000
MR LAW HEE LING
29-Dec-2017
Acquired
95,200
0.000
DATIN NORAINI BINTI MUHAMMAD SALLEH
27-Jan-2016
Acquired
100,000
0.620
DATO' DR IBRAHIM BIN AHMAD
27-Jan-2016
Acquired
100,000
0.62
Please buy or sell after doing your own due diligence
Warm Regards
Calvin Tan Research
Singapore
SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2018
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2018
31 Mar 2017
31 Mar 2018
31 Mar 2017
$$'000
$$'000
$$'000
$$'000
1
Revenue
29,802
27,065
123,204
117,424
2
Profit/(loss) before tax
2,359
-81
11,397
12,200
3
Profit/(loss) for the period
2,042
-698
9,534
9,697
4
Profit/(loss) attributable to ordinary equity holders of the parent
2,018
-735
9,415
9,544
5
Basic earnings/(loss) per share (Subunit)
1.60
-0.60
7.60
7.80
6
Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.1200
1.0500
NOW COMPLETE LOGISTIC IS UP 688% AND TOO HIGH TO CHASE
CALVIN THINKS TSH RESOURCES AT RM1.11 IS NOW VERY UNDER VALUE JUST LIKE COMPLETE LOGISTIC WAS 4 YEARS AGO AT 56.5 SEN
IN NEXT 3 TO 4 YEARS TSH SHOULD PERFORM AS WELL IF NOT BETTER THAN COMPLETE LOGISTIC
BEST REGARDS
Calvin Tan
Please buy or sell after doing your own due diligence
NOTE:
INSIDERS OF COMPLETE WAS BUYING AND BUYING COMPLETE AT 56.5 SEN THEN WHEN PRICES WERE CHEAP (VERY CHEAP ON HINDSIGHT)
NOW TSH RESOURCES INSIDERS ARE BUYING AND BUYING
NOTE: PLEASE DO NOT CHASE COMPLETE LOGISTIC NOW AS PRICES TOO HIGH
GO BUY BOMBED OUT TSH, THPLANT OR OTHER PALM OIL SHARES FAR BETTER NOW
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More articles on THE INVESTMENT APPROACH OF CALVIN TAN
You do not understand commodities are cyclical and promoting CPO stocks like steel stocks have peak earnings cycles which the market will discount quickly for the future
You condemn and judge contra players and gamblers but you have no risk managemnt which puts you in the same class. As you put it dumb dumb buy and not worry…40% aww no worry
Director Tan Aik Yong also bought 16 million Tsh shares at Rm1.643 average price
So prices down they also lost much much more than all others
Why are they not cutting loss?
Answer:
They fully believe Tsh will perform one day
There is no certainty for short term punting
There is lots of certainty for longer term investing
By 1st Qtr of 2023 Tsh will report Bulugan land sale of Rm731.09 Millions
Profit is 31 sen
this profit will be reported by May 2023 results
This is an open secret all can check and double check
meanwhile apart from Bulugan land sale there are still 4 pieces of gold mine lands in Kutai/ Nusantara totalled 94,700 acres about 52% of Spore land size
any piece if sold will get Billions $$$
So we will continue to follow insider bosses buy
They buy we buy They keep buying we keep adding
nothing to be ashamed as we believe one fine day Tsh will up like Complete logistic
LISTEN...when crude oil drops 6% in one day and CPO drops 9% in one week, you are obviously NOT addressing the elephant in the room and that is recession is the big fear. Instead you keep recycling old points of insider buying which like in Topglove case shows it was not a case of following dum dum
So many have shared their grievances and sadness in buying at highs like RM1.80 RM1.70 and they thought of cutting loss but kept reading I3 and getting reassurances from YOU that its ok. that is a fact
Now at RM1.11 they are lost and do not know what to do....they are just to polite and feel too ashamed to come share their stories openly on I3...for your information
I have nothing to gain by calling you out as I do not buy or sell following any of your recommendations. In fact I first bought TSH at RM1.10 only because CPO price were going up and Datuk Tan was buying but sold at RM1.70 when CPO price was coming down and price charts did not look good
I recently bought again at RM1.23 but have cut loss at RM1.19 as I have been very transparent in TSH forum. I just feel sorry for the less informed investors who hinge on your advice and it pains me that you are always saying all the positives without any caveats.
One last thing about your glorious claim on your "past performance"...It should be noted that all prospectus when buying any investment product, past performance is NOT an indication of future performance
There are people who made thousands or tens of thousands or even hundreds of thousands from our kind sharing and they just called once or twice to say thank you and that's all
Then there are disgruntled people who lost some and will keep harping and blaming and cry father cry mother non stop
No body force anyone to buy or sell
All must do diligent study and then invest with your own due diligence or consult your Remisier or Fund manager
The non-stop postings of Calvin Tan of his repetitive promotion of TSH and his favourite plantation counters is getting annoying.
It is also incredible that only a handful of users of i3investor.com bothered to post opposing views to Calvin Tan. I still remember the days where he used to spam postings on NETX.
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....
skoh888
You do not understand commodities are cyclical and promoting CPO stocks like steel stocks have peak earnings cycles which the market will discount quickly for the future
2022-06-18 17:24