THE INVESTMENT APPROACH OF CALVIN TAN

The Implication, Amplification, Ramification & And Identifying Opportunities in Applications to Trump New 4 Year Term (2025 to 2029) as USA President, Calvin Tan

calvintaneng
Publish date: Mon, 11 Nov 2024, 02:33 PM
calvintaneng
0 1,873
Hi Guys,

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

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

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.

46 min (49.5 km)  via Lebuhraya Utara - Selatan/AH2/E1

Only less than 1 hour away and at 5% of Batu Kawan land cost
It make sense for Perak Govt to turn KERIAN INTO THE NEXT INDUSTRIAL HOTSPOTS

However, it will take time
And early bird catches the cheapest price as MKLAND at 18 sen is sell at more than 80% Discount to its NTA over Rm1.00



6) HEKTAR CAPITAL OR HEXCAP

This one is the Best Kept Secret

See our post

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

  • 1) ESTABLISHMENT OF 500/275KV OLAK LEMPIT SUBSTATION
  • 2) ESTABLISHMENT OF PMU 500/275/132KV BENTONG SOUTH (2X1050MVA & 2X240MVA), PAHANG
  • 3) EXTENSION OF PMU AYER TAWAR 500KV AIS SUBSTATION
  • 4) EXTENSON OF 1 DIAMETER XT 500KV AYER TAWAR INCLUDE OF 3RD 750MVA XGT
  • 5) SUPPLY, ERECT & COMMISSIONING OF 500KV, 275KV SWITCHGEARS, 750MVA 500/275KV TRANSFORMER AND 6)ANCILLARY EQUIPMENT AND ASSOCIATED CIVIL WORKS FOR PMU 500/   275KV BUKIT TARIK EXTENSION
  • 7) MAPAI 500kV SUBSTATION AND MAPAI 275kV SUBSTATION EXTENSION PROJECT
  • 8) PMU 500/275KV LENGGENG (4TH XGT 1050MVA)
  • 9) ESTABLISHMENT OF PMU 500/275KV BUKIT UNGGUL SELANGOR
[edit]

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
Type
Announcement
Subject
OTHERS
Description
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")

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 31 May 2024 together with Worktime Engineering Sdn Bhd (Registration No. 200201014648 (582311-P)) (“WESB”), via an unincorporated joint venture, received a letter of acceptance issued by TNB for a tender submitted to perform contract works for the “PROPOSED 132KV BULK SUPPLY TO A SEMICONDUCTOR PRODUCTION FACTORY LOCATED IN KUALA LUMPUR (INTERIM SUPPLY)” (“Contract”). For the avoidance of doubt, both JTHSB and WESB have agreed to collaborate and work together via an unincorporated joint venture for the Contract.  

 

MN HOLDINGS BERHAD
Type
Announcement
Subject
OTHERS
Description
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

The Board of Directors of MNHB wishes to announce that MN Power Transmission Sdn Bhd (“MNPTSB”), a wholly-owned subsidiary of the Company had on 1 August 2024 received an award of contract for supply, erect and commissioning of transmission main intake (“PMU”) 132/11 kilovolt (“kV) Kg. Awah Gas Insulated Substation (“GIS”) (2X30MVA), Pahang including remote end substations works complete with relevant secondary equipment, ancillary equipment and associated civil works from Tenaga Nasional Berhad (“TNB”) via its letter dated 24 July 2024 (“Contract”).

 

For the details of the Contract, kindly refer to the attachments.

 

This announcement is dated 1 August 2024.

MN HOLDINGS BERHAD
Type
Announcement
Subject
OTHERS
Description
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

The Board of Directors of MNHB wishes to announce that MN Power Transmission Sdn Bhd (“MNPTSB”), a wholly-owned subsidiary of the Company had on 24 July 2024 accepted a Letter of Award (“LOA”) dated 1 July 2024 awarded by a customer that provide data centre services (“Company A”) in relation to a project involving design, supply, installation, maintenance, testing and commissioning for a 275 kilovolt (“kV”) consumer landing station (“CLS”) and a 33/11kV Interim CLS comprising main buildings works, guard house and external works (Package 2) for a data centre located at Southern Region of Malaysia (“Contract”).

 

For the details of the LOA, kindly refer to the attachments.

 

This announcement is dated 24 July 2024.

SUMMARY OF KEY FINANCIAL INFORMATION

30 Jun 2024


INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR

CORRESPONDING

QUARTER

CURRENT YEAR TO DATE
PRECEDING YEAR

CORRESPONDING

PERIOD

30 Jun 2024
30 Jun 2023
30 Jun 2024
30 Jun 2023
$$'000
$$'000
$$'000
$$'000
1
Revenue
25,616
0
85,479
0
2
Profit/(loss) before tax
1,091
0
2,978
0
3
Profit/(loss) for the period
944
0
1,879
0
4
Profit/(loss) attributable to ordinary equity holders of the parent
973
0
1,788
0
5
Basic earnings/(loss) per share (Subunit)
0.22
0.00
0.42
0.00
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 ($$)
0.5100
0.5000


7) MASTEEL

THIS IS ANOTHER BEST KEPT SECRET

MASTEEL IS THE MASTER OF LONG STEEL

LONG STEEL BARS ARE USED AS RE-INFORCEMENT FOR BUILDING PILLARS AND BEAMS, HSR. LRT & MRT

ALL HIGH RISE BUILDINGS IN ISKANDAR, DATA CENTERS & OTHER HEAVY DUTY INFRAR PROJECTS WILL NEED LOTS OF LONG STEEL BARS & BILLETS

Already Profitable

See

SUMMARY OF KEY FINANCIAL INFORMATION

30 Jun 2024


INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR

CORRESPONDING

QUARTER

CURRENT YEAR TO DATE
PRECEDING YEAR

CORRESPONDING

PERIOD

30 Jun 2024
30 Jun 2023
30 Jun 2024
30 Jun 2023
$$'000
$$'000
$$'000
$$'000
1
Revenue
556,491
464,298
1,218,997
934,330
2
Profit/(loss) before tax
6,836
1,540
12,529
2,429
3
Profit/(loss) for the period
4,298
1,156
7,436
1,807
4
Profit/(loss) attributable to ordinary equity holders of the parent
4,298
1,156
7,436
1,807
5
Basic earnings/(loss) per share (Subunit)
0.63
0.17
1.10
0.27
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 ($$)
1.2800
1.2700


At 31 sen with NTA Rm1.28 Masteel is selling at 76% Discount to Net Asset Value

Eps is 0.63 sen

Annualised 0.63X4

= 2.52 sen

P/E = 31/2.52
= 12..3 P/E is undemanding

Just announced is revival of LRT 3 with 5 Stations
Plus HIGH SPEED RAIL ON THE AGENDA

Insiders are already accumulating

See



THAT'S ALL FOR THE TIME BEING

WITH WARM REGARDS

Calvin Tan


Please buy or sell after doing your own due diligence
And please consult your Remisier/Fund Manager before buying or selling





More articles on THE INVESTMENT APPROACH OF CALVIN TAN
Discussions
2 people like this. Showing 20 of 20 comments

calvintaneng

Cpo at Rm3500 MT
All palm oil companies will do well

Cpo at Rm4000 Mt
Will be a bonus

Cpo above Rm4000 to Rm5000 or higher

Will see mini 🐂
To
🔥 🐂

1 month ago

supersaiyan3

Ignore most of what Calvin says, huhu.

1. 60%-100% tariff will destroy China's economy. US will (just) buy from the rest of the world. A good example is the glove, US will just buy more glove from Malaysia. (Supermax's US glove will still be too expensive).

2. Under Biden everything is in shortage. Under Trump everything will be in abundance so everything will be cheap and you start seeing people throwing food and inventory again.

Besides glove, furniture? You got to dig in and see what's in competition with China now.



1 month ago

calvintaneng

ok fair .


one person clicked "likes"


one say ignore most what Calvin posted



do come forward and post comments

avoid crude or vulgar comments

all welcome to give suggestions and brainstorm


remember this

when Pm Najib lost election in 2018

MyEg and Gadang crashed

Opcom went limit up


so politics do play a part


as we can see both Tesla and Crypto up massively just as Trump said he will favour them

Now see by Jan 2025 if Trump will carry through his Election Promise to Impose Tariffs

1 month ago

calvintaneng

Stanley being a shrewd businessman already calculated the risk/reward of building New Glove Factories in USA
Or else he won't be a successful billionaire that he is today


TRUMP IN POWER; SUPERMAX IN USA IS TOP BENEFICIARY AS TAX ON CHINA GLOVES 50% To 100% & OTHERS UP TO 20%, Calvin Tan


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-11-12-story-h473828061-TRUMP_IN_POWER_SUPERMAX_IN_USA_IS_TOP_BENEFICIARY_AS_TAX_ON_CHINA_GLOVES

1 month ago

calvintaneng

STARTLING SURPRISE!! LEASEHOLD AGRICULTURAL LANDS (PALM OIL) NOW SELL AT RM1 MILLIONS PER ACRE (ONLY IN MALAYSIA?), By Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-11-12-story-h473828158-STARTLING_SURPRISE_LEASEHOLD_AGRICULTURAL_LANDS_PALM_OIL_NOW_SELL_AT_RM1

1 minute ago



calvintaneng

SCIB paid Rm1 Millions per acre for Bintulu Lands (10km from Bintulu)

Should have gone to see Thplant instead

Their cost only Rm5.8K an acre

Just give Rm50,000 per acre they will be happy to sell
No need Rm1 Millions

1 month ago

sriweld

If your analysis is correct, we should be buying cable stocks.

1 month ago

calvintaneng

Good morning to you

May i know why?

And what are some cable stocks you may suggest?

1 month ago

sriweld

Good morning.
Your interesting article specifically mentioned cables needed by the companies that you had highlighted.
Cable companies like Mtec, SCGB and OSK should benefit going by your analysis.

1 month ago

calvintaneng

Ok thks

Will look into it

1 month ago

hw0706

this land is ready for development and near to btu town

1 month ago

calvintaneng

Palm Oil Export Levy Sufficient to Fund B40 Biodiesel Mandate
Focus |19 November 2024 , 05:28 WIB |Read : 32 |by : Administrator


This article has been published on InfoSAWIT English with the title © Palm Oil News - Palm Oil Export Levy Sufficient to Fund B40 Biodiesel Mandate
Click to read: https://en.infosawit.com/news/14822/palm-oil-export-levy-sufficient-to-fund-b40-biodiesel-mandate--

3 weeks ago

calvintaneng

When Cpo was Rm4000 we called Mr Shane of Ijmplant

He said Cpo at Rm4000 all planters should be happy

Not long after Klk took Ijmplant private at Rm3.10 (from Rm1.86)


True enough in Ghana, Nigeria, Thailand and Spore all palm oil shares went into a bullrun

All were bullish

The only exception is Malaysia where Ib banks have issued hundreds of palm oil call warrants TO BET AGAINST PALM OIL

As such Ib Banks in Malaysia kept posting negative news on palm oil and gave "Neutral calls" on palm oil

The media in cahoot with Ib banks kept repeating "hundreds of times NEUTRAL CALLS on palm oil

So most people in Malaysia avoided palm oil shares and went punting inferior shares like Widad, Gtronic, microlink, Apb, Pertama Digital, Rapid Synergy, Serba Dynamite, Genetec and many others which later bankrupted many

Now since we know as a fact

30 years on year after year 95% of Market players have been losing monies in Klse

The main culprit is ib banks and media leading people astray

That is why to win WE MUST BE CONTRARIAN

TO BUY WHEN THE POPULAR SENTIMENT IS AGAINST

AND TO SELL WHEN IB BANKS AND MEDIA TURN BULLISH

SO THE BEST COURSE OF ACTION IS TO BUY 🌴🌴🌴

3 weeks ago

calvintaneng

We bought Tsh at Rm1.09 while at the same time we bought Bumitama at 46 sen

See Tsh being pressed down due to 2 call warrants expiring on Nov 26 and Nov 29

But no such thing as call warrant in Spore

See how well Bumitama performed

👇

https://sgx.i3investor.com/web/stock/analysis-price-target/P8Z

3 weeks ago

calvintaneng

We bought Tsh at Rm1.09 while at the same time we bought Bumitama at 46 sen

See Tsh being pressed down due to 2 call warrants expiring on Nov 26 and Nov 29

But no such thing as call warrant in Spore

See how well Bumitama performed

👇

https://sgx.i3investor.com/web/stock/analysis-price-target/P8Z

3 weeks ago

calvintaneng

We bought Tsh at Rm1.09 while at the same time we bought Bumitama at 46 sen

See Tsh being pressed down due to 2 call warrants expiring on Nov 26 and Nov 29

But no such thing as call warrant in Spore

See how well Bumitama performed

👇

https://sgx.i3investor.com/web/stock/analysis-price-target/P8Z

3 weeks ago

calvintaneng

We bought Tsh at Rm1.09 while at the same time we bought Bumitama at 46 sen

See Tsh being pressed down due to 2 call warrants expiring on Nov 26 and Nov 29

But no such thing as call warrant in Spore

See how well Bumitama performed

👇

https://sgx.i3investor.com/web/stock/analysis-price-target/P8Z

3 weeks ago

calvintaneng

We bought Tsh at Rm1.09 while at the same time we bought Bumitama at 46 sen

See Tsh being pressed down due to 2 call warrants expiring on Nov 26 and Nov 29

But no such thing as call warrant in Spore

See how well Bumitama performed

👇

https://sgx.i3investor.com/web/stock/analysis-price-target/P8Z

3 weeks ago

calvintaneng

We bought Tsh at Rm1.09 while at the same time we bought Bumitama at 46 sen

See Tsh being pressed down due to 2 call warrants expiring on Nov 26 and Nov 29

But no such thing as call warrant in Spore

See how well Bumitama performed

👇

https://sgx.i3investor.com/web/stock/analysis-price-target/P8Z

3 weeks ago

calvintaneng

HS PLANT (5138) EXCELLENT RESULTS CONFIRM BUYING PALM OIL UPSTREAM SHARES IS THE BEST WHEN CPO PRICES ARE HIGH, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-11-21-story-h474695872-HS_PLANT_5138_EXCELLENT_RESULTS_CONFIRM_BUYING_PALM_OIL_UPSTREAM_SHARES_


GO GO PALM OIL SHARES

3 weeks ago

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