Dear friends & investing fraternity of i3 Forum

As the Title of this Post Implies

There are 4 main points

1) IMPLICATION OF TRUMP IN POWER AGAIN

1. Trump will put a tariff of 60% on China and up to 20% tariff on all imports from all other nations

2. He will cause Ukraine War to cease as well as Israel peace plan

3. He will also raise Extra Spending by USD7.5 Trillions 

4. He will reward Elon Musk of Tesla plus make Bitcoin an important part in his Administration

5. He will reduce taxes

6) He will do away with ESG (which raised unnecessary cost) & restart Fossil Fuel Production in Earnest

All above got consequences for the Next 4 Years still ahead of us

Doom prophets & Nay sayers like Harry Dent, Jim Rogers, Richard Pickard (hiding in the mountains waiting for Doomsday) & others have been yelling out about another "Great Depression"

Now the Macro picture tells us a Different Story

The Great Depression was mismanaged by Herbert Hoover when he tightened "Money Supply" - leading to Contraction & the Great Depression.

As a result many lost their jobs and lived in "Hoovervilles" made of cardboards & old newspapers

2) THE AMPLIFICATION OF USA: To Make America Great Again

For Trump?

He promised to pump another USD7.5 TRILLIONS into the economy

He promised to REDUCE TAXES

And FED will REDUCE INTEREST RATES TO HELP overstretched businesses & consumers who over-geared

All Above is "EXPANSIONARY" - THE VERY OPPOSITE OF DEPRESSION -

The End Result?

HIGH INFLATION OR MIGHT MORPH INTO HYPER INFLATION

AS SUCH THE US DEBT CLOCK NOW ALMOST USD36 TRILLIONS WILL SOON CROSS USD40 TRILLIONS AND MOVING UP TO USD50 TRILLIONS

ALL THESE WILL CAUSE CRYPTO, ASSETS & STOCK PRICES TO GO EVEN HIGHER IN THE USA TO MAKE "AMERICA GREAT AGAIN"

So holding paper currencies will see Value Erosion for All

3) That is WHY WE NEED TO PREPARE FOR ITS RAMIFICATIONS

 WHEN USA RAISED BARRIER BY HIGH TARIFF IN THE DEPRESSION YEARS MANY NATIONS STOCK MARKET SUFFERED COUPLED WITH LITTLE OR NO DEMAND IN USA

This Round The Demand will still be there

But the Ordinary Citizen of USA will see high imported prices

So the Tariff is inflationary and will consume less - thus affecting Foreign Nations that lean heavily to USA

ALL ELECTRONIC & ELECTRICAL EXPORT TO USA WILL BE IMPACTED

TECH STOCKS WILL SEE LOWER SALES & PROFITS

FURNITURE EXPORTS TO USA WILL SEE IMPACT 

SOLAR PANELS EXPORT TO USA WILL SEE DWINDLING SALE AS TRUMP PUSH FOR FOSSIL FUEL

AND OTHER EXPORTS WILL BE HIT BY 10% TO 20% TARIFF

AS SUCH WE SHOULD MOVE INVESTMENTS INTO "INDUSTRIES THAT DO NOT DEPEND ON US MARKET" In Preparation

4) NOW THE APPLICATION OF WHAT WE KNOW AND "SEE AHEAD" TO AVOID DANGER

We have a List of Alter nate Investments that will By-Pass Trump high Tariffs

And here you go:

i) PALM OIL & PALM OIL PRODUCTS

Palm Oil will benefit on these factors

PALM OIL MAJOR MARKETS ARE CHINA, INDIA, EU (Very little go to USA) As USA has Soyoil

When Trump impose 60% Tariff on China - China will impose Tariff on US Soybean/soyoil

As a result China will buy more Palm Oil

With Probowo in Power he will Implement B40 & then B50

When Biofuel B50 is in place 20 Million Tonnes of CPO produced in Indonesia out of 48 Million Tonnes will go into Green Energy - leaving only 28 Million MT for domestic cooking oil & even lesser for Export

In anticipation FCPO has crossed RM5,000 again

Now this is not a One-Off demand. THIS TIME THE CHANGE IS FUNDAMENTAL AS IT IS DUE TO STRUCTURAL CHANGE OF USE

Over In Malaysia Cpo production has been constant for the last 10 years ranging from 18 Million to 19 millions MT a year

And lots and lots more productive Palm oil trees have been CUT-DOWN to make way for New Data Centers, Solar Farms, Industrial Parks & New Highways As well as for New Railway Tracks

Palm Oil Upstream like INNO, TSH, JTIASA, RSAWIT, THPLANT, HS PLANT, TAANN, SOP & OTHERS Should Benefit

And in Singapore Bumitama, First Resources. Others are Univanish (Thailand), Benso Palm Oil (Ghana) Okomu Palm oil Nigeria

ii) HDD/SSD Stocks like JCY. Notion & Dufu

With Trump giving push for Elon Musk's Auto Self Driving Tesla Cars Plus Ai (Arificial Intelligence) Elon Musk is now selling Computer ROBOTS for USD20,000 to USD30,000 Each

AS SUCH DEMAND FOR HDD/SSD & Graphic Cards will see Ever Increasing Demand

Plus HDD/SSD cannot be produced efficiently in the US

They once did. But now no more

Why?

Because HDD/SSD need lots of imported Bangla Labour at low wage which USA will not allow

So we think this current Sell Down of JCY, DUFU & NOTION present a Bottom bargain buys

iii) SUPERMAX

Supermax again?

Yes.

In year 2020 we sold off all gloves and did not look back due to Rise of China Cheap Glove Dumping

Now in 2025 USA will impose 50% tax of China Gloves & in 2026 a 100% Tax

For Malaysia *& all others there will be a 10% to 20% tax on all gloves imported to the USA

Only one Glove Company has prepared ahead - "SUPERMAX

See

KUALA LUMPUR: Supermax Corp Bhd will begin commercialising glove production at its first US manufacturing facility in Texas by January 2025. The glovemaker, through its wholly-owned subsidiary Maxter Healthcare Inc., will begin testing and commissioning its first production lines in December 2024.17 Sept 2024

And just in time

SUPERMAX GLOVE PRODUCTION IN USA WILL CO-INSIDE WITH DONALD TRUMP'S INAUGURATION AS THE 47TH PRESIDENT OF THE UNITED STATES OF AMERICA

iv) HEKTAR REIT

With Dividend of 8% Plus Its Iconic location of Makota Mall near Melaka Formosa this one is poised to see improving Visitors from China

And more so for China's 1.4 Billion Teeming Population as they avoid US confrontational tariff for ASEAN and in particular MELAKA as it has historic Linkage

by the Baba- Nonya marriage of ancient times

The Chinese SuperStar Fan BingBing has make Melaka popular by her wearing the Nonya kebaya dress

See

Fan Bingbing visits Melaka's Dutch Square in Nyonya kebaya as city's tourism ambassador

5) MKLAND

With 60% TARIFF ON CHINA AND ONLY 10% to 20% TARIFF ON MALAYSIA

IT IS BETTER TO SHIFT PRODUCTION TO MALAYSIA

NOW LANDS IN BATU KAWAN, KULIM INDUSTRIAL PARKS RANGING FROM RM333,000 PER ACRE IN KULIM TO OVER RM2 MILLIOMS AN ACRE IN BATU KAWAN IT IS A MATTER OF TIME INDUSTRIAL DEVELOPMENT WILL REACH KERIAN OF MKLAND 

MK LAND  HAS OVER 4,000 ACRES HERE WITH COST AS LOW AS RM50K PER ACRE

See

PETALING JAYA

:

The Perak government is to look for more land for an industrial estate in Kerian following a federal budget announcement that the new estate would occupy at least 1,000 acres (about 400 hectares) – or 10 times what the state had allocated.

The state government had identified a 40-hectare (about 98 acres) plot for the new high-tech industrial estate, said menteri besar Saarani Mohamad.

“However, following the announcement (in the 2024 budget speech), I see that it requires at least 1,000 acres (404 hectares). So, we have to look again,” he told reporters in Ipoh, Bernama reported.

Kerian in northern Perak, lies next to the southern district of mainland Penang, with the main towns of Parit Buntar and Nibong Tebal within a 10-minute drive from each other.

HEXCAP's TRANSGRID VENTURES WILL WIN MAJOR PORTION OF THE RM35 BILLIONS ALLOCATED FOR TNB GRID, Calvin Tan

Publish date: Sat, 26 Oct 2024, 11:56 AM

Dear Friends,

We see Big Prospects in Hexcap by virtue of its 49% share in Transgrid Ventures

Starting from year 2025 to 2030 TNB will allocate Rm35 Billions specifically for GRID out of its Rm90 Billions Capex for Electricity Expansion

See

BALI (Aug 24): Tenaga Nasional Bhd

(TNB) plans to deploy an additional

RM35 billion between 2025 to 2030 towards upgrading Malaysia's power grid, to

ensure the infrastructure does not become

an obstacle in the nation's energy transition

(ET) endeavours.

During a session at the ASEAN Energy

Business Forum (AEBF) 2023 on Thursday

(Aug 24),TNB president and chief executive

oificer Datuk Baharin Din said this is on top

of the national utility giant's RM54 billion

non-ET investment allocation for the grid

over the same five-year period.

This means that TNB plans to invest a

total of RM90 billion into Malaysia's grid

in the coming five-year period.This is nearly double the RM46 billion the group allocated for 2018-2024, Baharin highlighted,

which comprises RM40 billion for non-ET

and RM6 billion for ET.

TNB to invest

additional

RM35 bil over

2025-2030 to beef

up grid for energy

transition

BY IZZUL IKRAM

theedgemalaysia.co

Elaborating on the rationale behind

TNB's move to ramp up investment in

the nation's power infrastructure, Baharin cited the grid-related issues developed

markets faced when they embarked on

their respective RE journeys, a problem

the utility group hopes to avoid.

"Taking cues from more mature markets, we see that the grid is potentially becoming a bottleneck that is delaying the

scale-up of renewables.

"This can also be observed across the

UK, and even the US and others as each

country's connection queues for wind and

solar projects [to be plugged into their

grids] ranges between a staggering 50GW

(gigawatts) and 200GW," Baharin said.

"Therefore, for Malaysia, we want to

make sure that we build this grid infrastructure early so that it will not become a bottleneck in the adoption of more RE," he added.

Out of these three JT Group, Mn Holding & Transgrid Ventures (Only Transgrid Ventures Captured the Bulk of the Heavy Weight Projects

Jt Group is light weight while Mn Holding is medium weight

Only TRANSGRID VENTURES HAVE THE CAPACITY TO HANDLE THE BIGGEST JOBS

Since TNB Announced RM35 Billions JOb Award to Start by Year 2025 the Current Jobs awarded for electric power are only small ones & add up to less than Rm1 Billions 

So Ahead of us is Rm35 Billions Big Job to come. And will then increase to Rm90 Billions in 5 years

Now take a look at jobs awarded to JT Group (Refer Bursa)

JATI TINGGI GROUP BERHAD (“JTGB” OR THE “COMPANY”)

- Acceptance of Letter of Award issued by Worktime Engineering Sdn Bhd to

Jati Tinggi Holding Sdn Bhd, a wholly-owned subsidiary of the Company

1. INTRODUCTION

The Board of Directors of JTGB wishes to announce that Jati Tinggi Holding Sdn Bhd

(Registration No. 200301020328 (622748-W)) (“JTHSB”), a wholly-owned subsidiary

of the Company had on 6 March 2024 accepted a Letter of Award (“LOA”) issued by

Worktime Engineering Sdn Bhd (Registration No. 200201014648 (582311-P)) (“WESB”

or “Main Contractor”) to perform sub-contract works for a contract namely

“PROPOSED 275KV UNDERGROUND CABLE DOUBLE CIRCUIT FOR DATA CENTRE

LOCATED AT SOUTHERN REGION OF MALAYSIA” (“Contract”) (“Works”).

JTHSB and WESB shall be collectively referred to as “the Parties”, and individually as

“the Party”.

2. SALIENT TERMS OF THE CONTRACT

2.1 Contract Sum

The contract sum for the Works shall be the amount of RM22,060,894.00 (Ringgit

Malaysia Twenty-Two Million Sixty Thousand Eight Hundred and Ninety Four) only

based on fixed contract rate basis (subject to re-measurement), excluding Sales and

Service Tax.

2.2 The nature and scope of the Contract

The nature of the Contract is to lay 275kV underground cable double circuit for a data

centre.

The scope of works would include the erection of power cables, fibre optic cables,

joint and termination works together with all ancillary works.

Take Note

The Job Awarded is 

 275kV underground cable 

275kV (Which mean 275 Kilo Volt (Power)

OTHERS JATI TINGGI GROUP BERHAD ("JTGB" OR THE "COMPANY") - Receipt of Letter of Acceptance issued by Tenaga Nasional Berhad ("TNB") to Worktime Engineering Sdn Bhd - Jati Tinggi Holding Sdn Bhd Joint Venture ("Worktime Engineering - Jati Tinggi Holding JV")

This one 132 KV or just 132 Kilo Volt (Less than half of 275 KV)

Now see MN Holding (refer Bursa)

OTHERS MN HOLDINGS BERHAD ("MNHB" OR "THE COMPANY") - Award of contract by Tenaga Nasional Berhad to MN Power Transmission Sdn Bhd, a wholly-owned subsidiary of the Company

Mn Holding also got a small Job award of 

 132/11 kilovolt (“kV”)

OTHERS MN Holdings Berhad ("MNHB" or "the Company") - Acceptance of Letter of Award awarded to MN Power Transmission Sdn Bhd, a wholly-owned subsidiary of the Company

Mn Holdings got 2 jobs awarded concurrently

1.  275 kilovolt (“kV”) consumer landing station (“CLS”) 

2..  33/11kV Interim CLS comprising main buildings works,

So we see they only Got 275 kV, 132kV & 33kV jobs only

Now let us go see TRANSGRID VENTURES JOBS AWARDS

Refer to TRANSGRID VENTURE WEBPAGE

https://www.transgrid.com.my/​

PAST JOBS AWARDED & COMPLETED

Extra - High Voltage

Above were 9 500 KILO VOLT POWER TRANSMISSION JOBS DONE BY TRANSRID VENTURES

WE CAN COLABORATE OUR FINDINGS BY GOING TO SEE TNB REPORTS

National Grid (Malaysia)

From Wikipedia, the free encyclopedia

National Grid, Malaysia (Malay: Grid Nasional) is the high-voltage electric power transmission network in Peninsular Malaysia. It is operated and owned by Tenaga Nasional Berhad (TNB) by its Transmission Division.^[1] There are two other electrical grids in Sabah and Sarawak operated by Sabah Electricity Sdn Bhd (SESB) and Sarawak Energy Berhad (SEB).

Transmission system

More than 420^[4] transmission substations in the Peninsular Malaysia, with a total installed capacity of 105,305 MVA, are linked together by approximately 21,000 circuit-kilometers^[5] of overhead lines and underground cables operating at 132, 275 and 500 kilovolts (kV). The 500 kV transmission system is the single largest transmission system to be ever developed in Malaysia. Begun in 1994, Phase 1 involved the design and construction of the 500kV overhead lines from Gurun, Kedah in the North along the west coast to Kapar, in the central region and from Pasir Gudang to Yong Peng in the south of Peninsular Malaysia.

The total distance covered for the 500 kV transmission lines is 784 circuit-km and the 275 kV portion is 9,257 circuit-km as of February 2017. To cater for the new plant up of generators, namely 3,100 MW Janamanjung Power Plant in the west coast, 372 MW Ulu Jelai Hydro Electric Power Plant in the east coast, and 4,100 MW Tanjung Bin Power Plant in the south, the 500 kV transmission system was extended from Bukit Tarek to Yong Peng via interconnection allows for electricity of Ayer Tawar, Tapah, Bentong South and Lenggeng. The completion of this interconnection allows for electricity transmission to the load centre, which is located in the Klang Valley area of Peninsular Malaysia.

A project involving laying a 730 km high-voltage direct current transmission line and a 670 km undersea cable for the 2,400-megawatt Bakun hydroelectric dam was considered.^[6] This would have connected all three of Malaysia's electric utility companies with state grids: Tenaga Nasional Berhad (TNB), Sarawak Energy Berhad (SEB) and Sabah Electricity Sdn Bhd (SESB). Many of Sabah and Sarawak's generation plants are still not interconnected to a grid.

NOTE

the 500 kV transmission system was extended from Bukit Tarek to Yong Peng via interconnection allows for electricity of Ayer Tawar, Tapah, Bentong South and Lenggeng. 

All Above 4 were named by TRANSGRID VENTURES WEBPAGE

All are 500 KILO VOLTS (HIGH POWER)

Both JT Group & Mn Holdings combined Job awarded so far till now in October 2024 is less than Rm700 Millions

Only less than 3 more months will come 2025

And with it the ROLLOUT OF RM35 BILLIONS TNB GRID (POWER) WILL BE IN EARNEST

EXPECT TRANSGRID VENTURES TO CAPTURE THE LION SHARE

How much will TRANSGRID (HEXCAP) EXPECT TO MAKE

Suppose Transgrid can get 40% out of Rm35 Billions it will be Rm14 Billions

And we expect 10% Net Profit which is Rm1.4 Billions

Divides by 5 year will be a Rm280 Millions Profit per year

Since Hexcap owns 49%

So Rm280 Millions X .49

= Rm137,200,000

How much per share profit

See

Rm137,200,000 divide by Rm973,000 X .22

= 31 sen

Since Hexcap is 31 sen that means 100% profit per year for next 5 years

With Best Regards

Calvin Tan

Please buy or sell after doing your own due diligence

Or consult your Remisier/Fund Manager

JATI TINGGI GROUP BERHAD ("JTGB" OR THE "COMPANY")
- Receipt of Letter of Acceptance issued by Tenaga Nasional Berhad ("TNB") to Worktime Engineering Sdn Bhd - Jati Tinggi Holding Sdn Bhd Joint Venture ("Worktime Engineering - Jati Tinggi Holding JV")

MN HOLDINGS BERHAD ("MNHB" OR "THE COMPANY")
- Award of contract by Tenaga Nasional Berhad to MN Power Transmission Sdn Bhd, a wholly-owned subsidiary of the Company

MN Holdings Berhad ("MNHB" or "the Company")
- Acceptance of Letter of Award awarded to MN Power Transmission Sdn Bhd, a wholly-owned subsidiary of the Company