THE INVESTMENT APPROACH OF CALVIN TAN

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

calvintaneng
Publish date: Mon, 29 Apr 2024, 05:16 AM
calvintaneng
0 1,802
Hi Guys,

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

Dear friends of i3 Forum,


Two more Funds Appeared in Top 30 Holders of TSH Resources you need to know.


EPF


27. Citigroup Nominees (Tempatan) Sdn. Bhd.

Employees Provident Fund Board  5,316,000...... 0.39%


Coming in at 27th position is EPF holding 5.3 Million TSH Shares


A Welcome back!


Now EPF missed the Privatisation of Bplant. It managed to hold Ijm Plant when it was privatised. Now that EPF missed Bplant is EPF Coming back to TSH Big Time again


EPF Was Top Number One Holder of TSH before it sold off both TSH & Bplant


Let's so SEE


TSH 2019 ANNUAL REPORT


THIRTY (30) LARGEST SHAREHOLDERS

Name No. of shares held %

1. Citigroup Nominees (Tempatan) Sdn. Bhd.

Employees Provident Fund Board

103,565,000....... 7.50%


2. RHB Capital Nominees (Tempatan) Sdn. Bhd.

Pledged Securities Account for Tan Aik Pen

73,866,991........ 5.35%

3. Tan Aik Kiong 55,284,987..... 4.01%

4. Tan Aik Sim 53,371,564.....    3.87%


Above is 2019 Annual Report of TSH

EPF was then in Top Position with 7.5%


Now take note:

In year 2019 we bought Uzma from 80 sen to 90 sen

Then 3 IB Banks downgraded Uzma to "SELL" and target price was a low of 55 sen

True enough Uzma dropped & dropped from 90 sen to the lowest 55 sen

Plus EPF ceased supporting in silence

Curious, we called UZMA's CFO and asked them, "Is Uzma in trouble?" Since 3 IB Banks downgraded Uzma & reported by Media?

They replied, "UZMA is ok"

But why outsiders are so downbeat on Uzma with all the bad rumour?

Why you believe Outsiders? CFO & one more Director bought Uzma from open market then

So we followed Directors & bought more

We bought Uzma all the way down to bottom 55 sen in "fear"


Then Uzma suddenly did a Reversal & rebounded to 80 sen - 90 sen range & EPF appeared again

UZMA then crossed Rm1.00 to reach Rm1.10 (Up 100% from its bottom)

So will TSH rebound again to its previous peak of Rm1.89 & still go higher now that EPF has returned to TSH?

Yet to be seen



Now SEE BPLANT ANNUAL REPORT 2019


30 LARGEST SHAREHOLDERS

Name of shareholders No. of shares %

1 BOUSTEAD HOLDINGS BERHAD

ACCOUNT NON-TRADING ...1,286,135,900..... 57.42%


2 LEMBAGA TABUNG ANGKATAN TENTERA 270,969,200 12.10


3 CITIGROUP NOMINEES (TEMPATAN) SDN BHD

EMPLOYEES PROVIDENT FUND BOARD....... 49,438,280........ 2.21%


4 CIMSEC NOMINEES (TEMPATAN) SDN BHD

CIMB BANK FOR CHE LODIN BIN WOK KAMARUDDIN (PB-0J0045)

23,402,000 1.04


SEE ABOVE YEAR 2019 ANNUAL REPORT OF BPLANT


EPF OWNED 49.4 MILLION BPLANT SHARES


Now SEE BPLANT 2020 ANNUAL REPORT 


30 LARGEST SHAREHOLDERS

Name of shareholders No. of shares %

1 BOUSTEAD HOLDINGS BERHAD

ACCOUNT NON-TRADING...... 1,286,135,900... 57.42


2 LEMBAGA TABUNG ANGKATAN TENTERA....... 270,969,200..... 12.10


3 CIMSEC NOMINEES (TEMPATAN) SDN BHD

CIMB FOR CHE LODIN BIN WOK KAMARUDDIN (PB)..... 20,272,000 0.91


4 ALLIANCEGROUP NOMINEES (TEMPATAN) SDN BHD

PLEDGED SECURITIES ACCOUNT FOR CHONG YIEW ON (6000006) 12,505,800.... 0.56


5 LEMBAGA KEMAJUAN TANAH PERSEKUTUAN 12,348,000..... 0.55


In Year 2019 EPF had 49.4 Million BPLANT Shares

But in Year 2020 ANNUAL REPORT of BPLANT

EPF HAS TOTALLY SOLD ALL

AND NO MORE IN TOP 30 OF BPLANT

2 Years Later LTAT TOOK BPLANT PRIVATE

EPF MISSED A GOLDEN WINDFALL

Sorry to Say - EPF went to Buy SERBA Dinamik & Lost A Bomb there!


So this Round EPF is Coming Back to THE SAFETY OF TSH



ANOTHER INTERESTING FUND FROM SINGAPORE HAS APPEARED IN TOP 30 OF TSH


13. iFAST Nominees (Asing) Sdn. Bhd.

Exempt AN for iFAST Financial Pte. Ltd.

28,117,500..... 2.04


The Dual Listing of TSH in SINGAPORE is a Good Success

It drew in THIS MOST SUCCESSFUL FUND FROM SINGAPORE (JUST AS IN MALAYSIA: EASTSPRING FUND IS NOW IN TOP 30 OF TSH AS WELL)

i FAST parent is listed in Singapore SGX

See

Market Summary > iFAST Corporation Ltd
7.10 SGD+5.99 (539.64%)all time


Since Its IPO i FAST is up a Whopping 539%

For i FAST to pick TSH with ITS INVESTMENT of 28.1 MILLION TSH Shares is a testament to TSH's EXCELLENT BALANCE SHEET, Management & GREAT PROSPECTS!!


That's All For Now


Warm Regards


Calvin Tan


Please buy or sell after doing your own due diligence

Or consult your Remisier/Fund Manager





Discussions
Be the first to like this. Showing 1 of 1 comments

calvintaneng

Epf sold both Bplant and Tsh in year 2019

Bplant taken private by Ltat for Rm1.55 in year 2022

Now Epf is anxious not to miss Tsh

So Epf is buying back Tsh !

2 weeks ago

Post a Comment