THE INVESTMENT APPROACH OF CALVIN TAN

CATALYSTS: FOR STOCKS TO GO UP THERE MUST BE STRONG CATALYSTS: THE MORE POWERFUL THE CATALYSTS THE MORE POWERFUL THE UPSURGE!

calvintaneng
Publish date: Mon, 17 Jun 2024, 07:30 AM
calvintaneng
0 1,841
Hi Guys,

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

Dear friends of i3 Forum

We have been in i3 since September 2013 - about 11 years already

As one who has seen and lived through it all let Calvin tell you by Concrete Examples


FOR STOCKS TO GO UP IN POWERFUL BULL RUN THERE MUST BE "STRONG CATALYSTS", 

STRONG CATALYSTS?

YES!

The First One Was Pm Corp

Dear friends of i3 Forum

We have been in i3 since September 2013 - about 11 years already

As one who has seen and lived through it all let Calvin tell you by Concrete Examples

FOR STOCKS TO GO UP IN POWERFUL BULL RUN THERE MUST BE "STRONG CATALYSTS", 

STRONG CATALYSTS?

YES!

The First One Was Pm Corp


1.THE FIRST WAS PM CORP: CATALYST IS 8 SEN CASH PAYOUT!

Why Did Pm Corp Jumped from 9 Sen to 36 Sen? Up 400%

All because Pm Corp Sold Woodlands Factory & gave an 8 Sen Cash Payout






2. COLLAPSE OF RINGGIT AGAINST USD Made

MALAYSIA FURNITURE STOCK BULL RUN

IN 2014 When Ringgit Collapsed Agaist USD POHUAT or POWER HUAT JUMPED FROM RM1.28 to Rm3.80 (Up 200% in the Furniture Export Bull Run CATALYST!








3. GST CATALYST: MYEG UP

Concurrently in Year 2024 Govt Instituted GST and We Bought MY EG Or MY Emas Gold at Rm2.00

MYEG UP FROM RM2.00 To Rm4.00 & Split by Bonus

The Goods and Services Tax Act 2014 was repealed with effect from 1 September 2018. Notwithstanding, any liability arising under the GST Act will remain. In addition, many companies are still awaiting refunds of their outstanding GST input tax credit.





NEXT CATALYST WAS 2017 BUDGET 

WE DOWNLOADED 30 PAGES OF 2017 BUDGET SPEECH

DISCOVERED GOVT GOING TO LAUNCH eE-COMMERCE (INVITED JACK MA) PLUS MILITARY SPENDING

DRB UP FROM 90 SEN TO RM2.70 (UP 200%)




PETRONAS RM30 BILLIONS FOR OGSE UPSTREAM POWERED UP CARIMIN, UZMA, PENERGY & DAYANG!

CARIMIN UP FROM 39 SEN TO RM1.48 (UP 379%)



CORONA VIRUS CAUSED MEDICAL GLOVES TO SKY ROCKET UP


SUPERMAX


ON APRIL 17TH 2020 WE BOUGHT SUPERMAX AT Rm1.73

THEN AS COVID 19 SPREAD & USA CLOSED ITS DOORS TO EUROPE SUPERMAX TURNED INTO SUPERMAN & POWERED TO OVER RM20.00 UP OVER 1,000%


WE MADE MORE THAN 1,000% PROFIT IN LESS THAN 5 MONTHS


AND NOW!!!


THE DC CENTER BULL OR SUPER BULL CATALYSTS


DELL CEO SAID DATA CENTER MUST INCREASE BY 100 X (TIMES) OR 10,000% FOR NEXT 10 YEARS TO MEET AI (ARTIFICIAL INTELLIGENCE DEMAND!)


THAT MEANS THAT CURRENT 10,000 DC WILL SEE ANOTHER 100,000 DATA CENTERS BEING BUILD WORLD WIDE!!


THAT COULD ONLY MEAN "THIS ONCE A GENERATION CATALYST POWER FOR JCY, NOTION & DUFU!"


BETTER HOLD TIGHT TIGHT


AND MORE


THE MOTHER OF ALL CATALYSTS


TNB GOING TO GIVE RM90 BILLIONS CAPEX FOR POWER TRANMISSION & RENEWABLE ENERGY!


THIS WILL BE THE BIG CATALYSTS FOR TRANSMISSION GRID STOCKS LIKE HEXCAP (0035) WHICH JUST BOUGHT 49% OF TRANSGRID VENTURES


IF PETRONAS RM30 BILLIONS CATALYST COULD PROPEL OGSE STOCKS UP 100% TO 500%

THEN TNB RM90 BILLIONS (3 TIMES MORE) WILL PROPEL POWER TRANSMISSION STOCKS MUCH HIGHER


FROM SMALL CATALYSTS (PM CORP, MY EG GST) TO MEDIUM CATALYST (FURNITURE & OGSE) TO BIG CATALYST (CORONAVIRUS TO AI & DC CENTERS & TNB RM90 BILLIONS FOR POWER TRANSMISSION


WE THINK THESE WILL DO SUPERB


JCY, NOTION & DUFU FOR HDD/SSD BULL RUN


HEXCAP FOR TNB RM90 BILLIONS CATALYST JOBS



TRANSGRID VENTURES = TREMENDOUS GRIP ON TNB PROJECTS


                                                                                                                                                                                                                                                                         

Warmest Regards


Calvin Tan


Please buy or sell after doing your own due diligence or Consult Your Remisier/Fund Manager













Discussions
1 person likes this. Showing 30 of 30 comments

calvintaneng

CATALYST FOR JCY, NOTION & DUFU

AI (AIRTIFICIAL INTELLIGENCE) & DATA CENTER DEMAND
WILL NEED ANOTHER 100X (TIMES) OR 10,000% INCREASE OF HDD ACCORDING TO DELL CEO

1 month ago

calvintaneng

CATALYST FOR HEXCAP

TNB RM90 BILLIONS CAPEX FROM 2025 TO 2030
FIBER OPTIC DEMAND BY NEW DC CENTER ALL THROUGH 2024/25/26/27 ETC IN MALAYSIA

1 month ago

calvintaneng

NEWTONIAN LAW OF MOTION EXPLAIN
CATALYSTS FOR MOVEMENT

IT ALSO APPLY TO STOCK MOVEMENT

https://www.youtube.com/watch?v=2nUuvm5H12Q

1 month ago

Greenbull88

I hold with JCY, DFX, Hexcap

Thanks Calvin to keep on write good article

1 month ago

Goldberg

TNB Jobs in the offing for THETA EDGE?

The Board of Directors of the Company wishes to update that Theta Edge had appointed KEC INTL and KEC Malaysia as the principal / technical partner for TNB Vendor Pre-Qualification Assessment for Contractor for the Grid Project for "Pre-Q Substation, Pre-Q Overhead Lines & Pre-Q Underground Cables" for Tenaga Nasional Berhad.


The Pre-Q assessment was submitted in April 2024, and the 1st Technical Clarification was submitted in May 2024.


The Company will make the appropriate announcement if there is any material development.

This announcement is dated 30 May 2024.

1 month ago

StartOfTheBull

Repost:

Hi Calvin,

I am not familiar with HDD and SSD production and its components.
Would you help to explain whether the highest capacity NAND flash memory new die would increases or decreases the number (units) of SSD production?
Thank you.


calvintaneng

54,052 posts

Posted by calvintaneng > 19 hours ago | Report Abuse

https://www.pcgamesn.com/wd/high-capacity-ssd-tech

Great news for Jcy

Jcy got both Hdd & Ssd

1 month ago

calvintaneng

StartofTheBull

I think the best persons to answer your question is to call up person-in-charge for PR of Jcy tomorrow when they office open

1 month ago

StartOfTheBull

I have not decided to buy back JCY again. I thought you can answer my question because you mentioned the below link is great news for JCY.
Anyway, it is OK. Thank you.


calvintaneng

54,052 posts

Posted by calvintaneng > 19 hours ago | Report Abuse

https://www.pcgamesn.com/wd/high-capacity-ssd-tech

Great news for Jcy

Jcy got both Hdd & Ssd


calvintaneng

54,081 posts

Posted by calvintaneng > 1 hour ago | Report Abuse

StartofTheBull

I think the best persons to answer your question is to call up person-in-charge for PR of Jcy tomorrow when they office open

1 month ago

calvintaneng

Thank you
Already know Jcy said they shipped extra HDD/SSD by 3%

but profit is up due to higher quality and higher value by extra 22%
As Western Digital go upscale it will definitely benefit Jcy more as it is also into SSD manufacturing

1 month ago

calvintaneng

Volume shipped increased by
3%

But gain in extra Value by 22%

this is very opposite from the law of diminishing returns experience by Yinson
the more they sell the less they get

for Jcy the less they sell already more profit

if Jcy scale up production ?

Profits can go 🚀 🚀 🚀


1 month ago

StartOfTheBull

The NAND flash chips used in today’s SSDs usually contain several dies in one package. For example, our current favorite budget SSD, the 2TB WD Blue SN580, has one chip package containing 16 1Tb (128GB) dies. Bump that die capacity up to 2Tb, and the same structure would give you 4TB in a single chip.

*********
Is this also mean that WD is able to make one (1) piece of SSD in the future with the same capacity for two (2) pieces of SSD at present?

1 month ago

calvintaneng

Could be
they can make them smaller but with higher technology they will be able to miniaturize and pack even more capacity

that is how doing less for more

1 month ago

calvintaneng

I remember buying the 1st satellite handphone in1992 and my it was very heavy about several kg and today we have pocket sized phone

so times do change and improve

1 month ago

Ravi1969

lol

1 month ago

calvintaneng

Goldberg

set your sight further

KEC int only got smallish jobs
Transgrid Ventures won many big jobs including Menara 118 the Tallest Building in Malaysia

when you catch fish don't go for anchovies but grouper or blue fin tuna

1 month ago

StartOfTheBull

"smaller but with higher technology they will be able to miniaturize and pack even more capacity"

********
Exactly, so higher capacity is applied to the more advance memory chip for smaller SSD in size, so it would not increase the number of SSD to be produced.

1 month ago

calvintaneng

Exactly

Do only 3% extra work
earn extra profit by 22%

so Jcy now 7 time more productive

at this rate it will play catch up with Nvidia earning 74% profit from every sale

and since HDD/SSD production is very labour intensive the savings from manpower will amplify the profits

1 month ago

OrlandoWeb3AI

Western Digital. The company, often known as WD, unveiled an industry first at a recent investor’s conference, showing off a high-capacity memory die that’s dwarfed by a human fingertip.

This is a new technology

Will need substantial new investment of many millions RM

Existing SSD HDD machinery will be rendered obsolete

Obsolete and will b impaired to RM 0 written off

1 month ago

OrlandoWeb3AI

... that’s dwarfed by a human fingertip.

So small no need for big piece of land to house

1 month ago

calvintaneng

There is a time factor for change
Hdd first started by Ibm in year 1956 or 68 years ago to see change

You will be most probably be over 100 years old before Hdd/Ssd is phased out

I think better put off your unnecessary as even now Seagate and Western Digital don't have enough Hdd/Ssd parts and already raised prices by 20% and will increase more and more
So don't just talk and let the superbull run away

1 month ago

Goldberg

Theta Edge partners India’s KEC International to bid for TNB grid projects

heedgemalaysia.com


KUALA LUMPUR : Theta Edge Bhd said it has teamed up with India-based power transmission giant KEC International Ltd in bidding for Tenaga Nasional Bhd’s (TNB) future grid projects.
The information technology services provider said it inked a Memorandum of Understanding (MOU) with KEC International and its Malaysian unit KEC International (M) Sdn Bhd (KEC Malaysia) to submit a contractor prequalification assessment related to grid infrastructure work via a joint venture partnership.

Under the MOU, the parties intend to submit their application for prequalification and appoint either KEC International or KEC Malaysia as the subcontractor to Theta Edge for providing supply and installation solutions for power transmission infrastructure.

1 month ago

calvintaneng

https://youtu.be/KaEfG_R3Rlc?feature=shared


Stick with Transgrid Venture the home grown success story of Power Grid and Substation supplier for Tnb

1 month ago

johnny cash

@calvin

Calvin since i m active in this i3 site, since few days ago, just want to know who are the strong competitors to hexcap???

1 month ago

calvintaneng

No strong ones that i know of
Average to below average are Jt group and Mn holding
Both with less cash and less assets than Hexcap have been chased up too high
Only Hexcap is the laggard with more value

1 month ago

speakup

calvin no more promote Jtiasa? means sold off all isit?

1 month ago

calvintaneng

Good morning Speakup

palm oil theme is still my Top priority all along 🌴🌴🌴 🔥🔥🔥

Eagle Vision First Mover sees more new members joining

Are you in Eagle Group

For now we are in Hexcap, Jcy, Notion and Dufu due to the DC (Data Center) and Ai bull run theme

But our holdings at its Core is still palm oil 🌴🌴🌴 🔥🔥🔥

1 month ago

calvintaneng

PANG 72

See this

Posted by tankahban > 13 hours ago | Report Abuse

RM 90 billion capex is a huge,
say 20% awarded to Transgrid = 90 billion x 20% = RM 18 billion in 6 years
Hexcap owned 49% of the Transgrid = RM 18 billion x 49% = RM 8.82 billion
Assumpt the profit margin is 18% = RM 8.82 billion x 18% = RM 1.59 billion profit before tax
RM 1.59b divided by 6 years = RM 265 million profit annually

RM 265 million / 447 million NOS = RM 0.59/ share

RM 0.59 x 10 PE = RM 5.90

For Transgrid One Engine, exclude Opcom, Binacom

1 month ago

johnny cash

Wow smallcap index diving down, what happened, is it because malaysia joining BRICS??

IS JOINING BRICS A GOOD MOVE???

1 month ago

speakup

it is good move. malaysia snub evil USA

1 month ago

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