Dividend Facts You May Not Know

http://www.investopedia.com/articles/stocks/07/dividend_implications.asp

Posted by hng33 > Nov 14, 2014 03:16 PM | Report Abuse

Yes, Post RM 1/share dividend payout, Puncak sum of part should still value at RM 3.75/share. However, post disposal, it depend on wisdom of Puncak management to acquire viable business, earning accretive than holding cash.

Posted by hng33 > Nov 14, 2014 01:05 PM | Report Abuse

Puncak sure have RM 1.56 bil after the signed SPA which is now legal binding, but the whole process need to take another 3 month from now (take time to dispatch notice EGM, circular, EGM to conclude, PAAB to fully assume debt, KDEB is fully payout RM 1.56 bil).

Puncak decide to payout cash dividend RM 1/share out of total RM 2.90/share proceed is commendable. Rozali is major beneficial as he entitle the most. It is done either in view to reward shareholder or compensate shareholder for losing most lucrative water concession business (profit margin >50%)

However, the balance cash RM 1 bil is a concern now, as indicate, will use to expand oil and gas and acquire palm oil estate. Judging from current Brent rude oil 78, and crude oil 74, it seem untimely to go big in oil and gas service provider field, as it rely heavily on contract from Petronas. On the other hand, CPO also trading at tail end of range now, RM 2200/tonne, which affect profit margin for a lot of planter now.

Nonetheless, business changing every time, nobody know the fate of crude oil will slump until current level. Similarly, Puncak management may change view after 3 month once deal is concluded to reassess the most viable business to acquire in order to meet the shortfall profit from losing water concession.

Fundamentally, Puncak still sound, retain some water assets in China, construction project in Msia with orderbook RM 550m and contract from Petronas worth RM 2bil ensure earning visibility in next 3year. It is expect post disposal, Puncak earning (mainly from oil and gas) will at region RM 70-80m net profit, translating into 15sen/fully diluted.


Sum of part analysis for Puncak post disposal and post dividend payout

By pegging PE 10x, Puncak share worth RM 1.50 + net cash RM 2.0/share (balance RM 1 bil + cash from full warrant conversion, pending new acquisition) + landbank/property and existing cash balance totoal worth another RM 1/share - oil and gas debt (RM 75sen/share) = RM 3.75/share
14/11/2014 13:04

Posted by hng33 > Nov 11, 2014 09:22 PM | Report Abuse

Good for Puncak, now the binding definitive SPA have signed. Dividend RM 1/share is higher than expected, tomorrow share price should response positively. The only risk is that Puncak may classify as PN16 (70% assest is in cash) or PN17 (loss core business) but if Puncak have already identify new business, it should be regularize it soon. Will look forward to grab some for trading purpose.

Posted by hng33 > Nov 6, 2014 05:30 PM | Report Abuse

kahhoeng

Realize gain first after news is out (both KPS and Puncak), if momentum continue higher later, may buy some back later, buy high sell higher lor. The important is realize first handsome gain now, trim down holding volume, lock in profit. Will channel some fund to further increase exposure in Bjcorp

Posted by hng33 > Nov 3, 2014 03:12 PM | Report Abuse

The water restructuring will not drag any longer, as under HOA, state need to sign with water concession (PNSB, Syabas, Abbass) the definitive agreement within 3 month (about another month ahead).

On the other hand, splash is allow 6 month time to come up new proposal to reach win-win solution.

Posted by hng33 > Oct 16, 2014 07:28 PM | Report Abuse

kahhoeng

I think soon or later, water restructuring will be concluded. Langat 2 cannot drag anymore, almost all project already awarded in Selangor portion, Salcon RM 1 bil construction dam , MMC RM 1.5bil for water/sewerage treatment plant and another contract worth 500m-1bil for pipe layout from langat2 could also award very soon. All these Langat 2 contract cannot proceed without state approval.

Puncak unit, PNSB, 70% syabas and KPS 91% Abbass already agree to the take over price, awaiting to sign definitive agreement. The only left is splash, but is the largest water treatment concession supply almost half of the total treated water, control by Gamuda 40%, KPS 30%, Wan Azmi 30%. Gamuda reject outright due to offer price at 0.1x of its net book value, revert previous offer from based on 1 x net book value offer in 2009 to latest based on 12% ROE. Nonetheless, state have given Gamuda option to come out win-win proposal.

I think since Gamuda have reinstated that it will like to retain its previous offer in 2010 to take all water concession in the state for total of RM 10.78 bil, it could proposed to corporate with state to jointly take over all water concession, which not only solve current impasses, but also allow splash retain water concession.

SUSPECT NO.2 HNG33

Posted by hng33 > Jul 7, 2015 05:25 PM | Report Abuse

cheoky

If the deal is confrim seal, just jump back again with margin account, (buy high sell higher), if delay, wait for opptunity to re-enter, (sell high, buyback lower) if Puncak refuse to grant extension, then bye bye.

Posted by runbeforeyoudie > Jun 29, 2015 07:22 PM | Report Abuse X

89th EARTHQUAKE HITS SABAH SINCE JUNE 5.

http://www.themalaymailonline.com/malaysia/article/another-earthquake-hits-sabah-89th-recorded

Posted by calvintaneng > Apr 26, 2015 12:53 AM | Report Abuse

IS THERE LONG TERM VALUE FOR KARAMBUNAI?

Today Nepal suffered an earthquake of 7.9 on the Richter Scale. The Over Hundred Eighty Year Old Darahara Tower Collapsed. At the time of typing now 900 people have died.
This occurrence of MORE & MORE FREQUENT EARTHQUAKES Are Mentioned By Jesus in the Bible, "And There Shall Be Earthquakes in Diverse Places (Matthew 24:7)"

Last week Sydney was Buffeted By Tornadoes for 3 Days!

Hong Kong suffers from yearly typhoon. China & Taiwan are prone to Earthquakes. Korea is subjected to devastating typhoons. And Japan is the worst - Blasted by Typhoon, Shaken By Earthquakes, Drowned in Tsunami & Burnt by Nuclear Fall Out - Japan will face Greater & More Severe Catastrophe!!

Karambunai is in the Safe Sheltered Land of Sabah - KNOWN AS THE LAND BELOW THE WIND. SABAH IS ALSO LOCATED FAR FROM THE PACIFIC RING OF FIRE. HERE IS A PLACE SAFE FROM RAVAGING TYPHOON OR SHATTERING EARTHQUAKE

Posted by iiinvestsmart > Jun 29, 2015 07:33 PM | Report Abuse

Calvin's performance has been outstanding, albeit on the wrong side. This is a good reference for amateur learning the ropes of "What-Not-To-Do In Stock Market Investment".

Clap Clap Clap!

Posted by iiinvestsmart > Jun 17, 2015 01:52 PM | Report Abuse

The difference between winners and losers. Calvin with a high degree of certainty belongs to the latter.


When a Winner makes a mistake, he says, “I was wrong”;
When a Loser makes a mistake, he says, “It wasn’t my fault.”

Winners see the potential;
Losers see the past.

A Winner makes commitments;
A Loser makes promises.

Winners make it happen;
Losers let it happen.

Winners believe in win-win;
Losers believe for them to win someone has to lose.

Posted by calvintaneng > Mar 23, 2014 11:41 PM | Report Abuse

Listen To Billionaire Charles Brandes Wisdom,

"To be a true value investor, you have to have a very long term outlook and buy companies that are really out of favour," "If they are in favour you are not going to buy them cheaply."

"A key trait of a value investor is patience. Good stocks can remain unloved and undervalued for a long time as the heard chases momentum stocks."

"Most investors, as human beings, don't believe that the best opportunities come when things are most difficult."

And So I Have Heard Enough Comments From Mr. Market, Expert & all "wise men" so called.

I Bought All The Above 12 Counters at the Quoted Prices. Check them out now in their respective Forums. They are popular now - BUT NO LONGER CHEAP AS WELL.

MY CALL IS TO BUY MP CORP NOW AT 39.5 CTS. (Will fall into PN17. Aha? So let's see then.)

HOLLAND KING CALVINTANENG

http://klse.i3investor.com/servlets/forum/901976323.jsp

iiinvestsmart did not mention Dutch Lady.When a childish calvintaneng can not win discussion,use insulting words!


Posted by calvintaneng > Jul 1, 2015 10:49 PM | Report Abuse

For your information I have been holding UMW (bought Rm2.40) since year 2004 - 11 years ago. Now a Blue Chip. I never tell people to buy UMW as I know it is no longer cheap.

You are really dumb to tell people about DutchLady all the time. What good will it do for investors?

See On September 20th 2013 I first recommended PM Corp at 15 cents. Today PM Corp still closed at 19 cents (Up 26% in less than 22 months).

On September 20th 2013 Dutch Lady closed at Rm46.46. Today DutchLady closed Rm45.76 (Lower than Sept 20th 2013 price). The facts speak for themselves.

To me iiinvestsmart stands for

indolent (Only rest on past laurel. No activity or new recommendation now. You only live and exist in the past. We are not interested in what has been. We are only interested in "what will be".

instransigent (You are stuck with tunnel vision.) You cannot see or refuse to see from different angles. You will definitely disagree with Walter Schloss' stock picks. Are you better than Warren who endorsed Schloss as one of the "Superstar Investors"? Why are you so stuck up? This is not smart at all. Investsmart is really a misnomer for you.

idiot! (You should be called "Idiot" instead. Why don't you go and find good stocks and recommend them? Why be an idiot going round stirring up trouble every where?

Griping not tolerating constructive suggestion appreciating.

Posted by MrNobody > Jul 1, 2015 11:11 PM | Report Abuse

the king is here...


Blog: (Icon8888) Global Oriental Bhd (Part 8) - Sticking My Neck Out

Posted by runbeforeyoudie > Jul 2, 2015 08:51 AM | Report Abuse X

How many forumers proves they own stock like they writing?

1. Koon Yew Yin

2. Unclez
http://unclezmalaysia.blogspot.com/2015/04/hovid-ah-boys-story.html

3. HJey
http://klse.i3investor.com/blogs/Patient%20Investors%20Will%20Always/73465.jsp

4. Felicity point
http://klse.i3investor.com/blogs/kianweiaritcles/73868.jsp

5. CP Teh

How many forumers proves they own stock like they writing?

1. Koon Yew Yin

2. Unclez
http://unclezmalaysia.blogspot.com/2015/04/hovid-ah-boys-story.html

3. HJey
http://klse.i3investor.com/blogs/Patient%20Investors%20Will%20Always/73465.jsp

4. Felicity point
http://klse.i3investor.com/blogs/kianweiaritcles/73868.jsp

5. CP Teh

OTB also never show actual contract note and transaction!Don't bully CPTEH!

Same rule apply to all!

89th EARTHQUAKE HITS SABAH SINCE JUNE 5.

http://www.themalaymailonline.com/malaysia/article/another-earthquake-hits-sabah-89th-recorded

Posted by calvintaneng > Apr 26, 2015 12:53 AM | Report Abuse

IS THERE LONG TERM VALUE FOR KARAMBUNAI?

Today Nepal suffered an earthquake of 7.9 on the Richter Scale. The Over Hundred Eighty Year Old Darahara Tower Collapsed. At the time of typing now 900 people have died.
This occurrence of MORE & MORE FREQUENT EARTHQUAKES Are Mentioned By Jesus in the Bible, "And There Shall Be Earthquakes in Diverse Places (Matthew 24:7)"

Last week Sydney was Buffeted By Tornadoes for 3 Days!

Hong Kong suffers from yearly typhoon. China & Taiwan are prone to Earthquakes. Korea is subjected to devastating typhoons. And Japan is the worst - Blasted by Typhoon, Shaken By Earthquakes, Drowned in Tsunami & Burnt by Nuclear Fall Out - Japan will face Greater & More Severe Catastrophe!!

Karambunai is in the Safe Sheltered Land of Sabah - KNOWN AS THE LAND BELOW THE WIND. SABAH IS ALSO LOCATED FAR FROM THE PACIFIC RING OF FIRE. HERE IS A PLACE SAFE FROM RAVAGING TYPHOON OR SHATTERING EARTHQUAKE

Posted by calvintaneng > Apr 24, 2015 09:16 AM | Report Abuse

Good morning,

What is the Intrinsic value of Karambunai?

Very simple for anyone who does Real Estate

The 4 Highly Undervalue Assets of Kbunai consisting 4 Prime Lands

1) 600 Lands of Karambunai Resort (See www.nexusresort.com) at RM30 psf book value. If revalued should be at least RM500 psf (Iskandar Waterfront RM1,000 psf; Jeju Resort Korea RM2,000 psf; Spore Sentosa Resort RM7,000 psf)

So if revalued it should be up 1,600%


2) Nexus Karambunai 900 acres has a book value of RM10.30. It shoud be RM250 psf if revalued. So Up 2,400% (WOW! No Wonder PM Najib mentioned this in 10MP Speech!)

Google Full Text of Malaysia 10MP speech by PM Najib


3) 1360 Lands in Bkt Unggul RM2.75 psf. Current Value is RM30 psf. So if revalued should be 1,000% more!

4) 451 Acres Land near KK. Also at RM2.75 Old Book Value. And if Revalued RM30 psf

Now Kbunai last traded price is only a tiny weeny 7 cents. What is the Real NTA if readjusted upword?

NTA now is 15 cents. If Revalued? A very conservative figure would be

15 x 10 = RM1.50

So 7 cents with NTA of RM1.50 Kbunai is selling at A WHOPPING DISCOUNT OF 95%!!!


MAKING KBUNAI THE MOST UNDERVALUE COUNTER OF KLSE!!


Regards,


Calvin Tan


Singapore

CALVINTANENG HOLLAND PICK

ALAM
ARMADA
KULIM
PANTECH
PERISAI
SCOMI
WASEONG

Posted by tc88 > Jun 29, 2015 07:14 PM | Report Abuse

Calvintaneng research latest pick all in red......

http://klse.i3investor.com/servlets/pfs/47695.jsp

SUSPECT NO 1 - CALVINTANENG HOLLAND STOCK LIST INCREASING.....

Posted by calvintaneng > Nov 27, 2013 09:28 AM | Report Abuse

VERY GOOD MORNING TO ALL AT MUI FORUM,

TODAY IS ONE MORE DAY NEARER TO VISIT MALAYSIA YEAR 2014.

ksng0307,

Warren Buffet 2 Important Rules Are "Never To Lose Money". After In Depth Investigation, I think it is impossible to lose money in MUI Berhad Unless 3rd World War Starts.

After All The 1,000 KLSE Companies Go Bankrupt I think MUI Berhad will still Stand Tall.

Just look At Our Hotel St. James CORUS HOTEL. It has 125 Refurbished Rooms. Renting out for RM250 per room a night. So 125 rooms x 250 = RM31,250

If the hotel is fully booked it will make RM31,250 a day. In a year? 31,250 x 365 = RM11.4 Milions
Let's Value at 5% Gross Profit For The Hotel. So 11.4 Mil x 20 = Wow RM228 Millions.

Our Book Value is a mere pittance of an unbelievable RM1.6 Million.

ESTIMATED VALUE IS RM228 Millions. So divide 228 mil by 1.6 mil = 142.5

142,5 TIMES MORE THAN BOOK VALUE!

Posted by calvintaneng > Nov 25, 2013 09:28 AM | Report Abuse

Good Morning Tsurukame,

If you would check it out carefully I have already given the answer.

From Retail & Hotel & Food Operations, MUI Berhad Made A Profit

The Profit Was OVershadowed by High Interest Charges.

Since MUI Berhad is Selling Off High Valued Assets To Settle Debts. The Profits of METROJAYA, LAURA ASHLEY & HOTELS PROFIT WILL SHINE FORTH.

THE CATALYSTS THAT WILL PROPEL MUI BERHAD PRICES WILL BE THE NON STOP FLOWING IN OF MONIES INTO MUI BERHAD COFFERS FROM 30 MILLION TOURISTS OR MORE IN YEAR 2014 & 2015 & BEYOND!

Posted by calvintaneng > Nov 28, 2013 09:57 PM | Report Abuse

Steven Yong,

No Trap Here. HOPE FOUDATION BOUGHT A LOT OF MUI BERHAD. THE TIME FOR MUI BERHAD TO PERFORM IS HERE. ALL OTHER KLSE COUNTERS HAVE RUN UP FOR MANY YEARS. MUI BERHAD IS THE ONLY LAGGARD. NO LONGER ANY MORE!

YEAR 2014 & 2015 WILL BE MUI GROUP'S TURN TO RISE!

Posted by calvintaneng > Dec 12, 2013 07:57 AM | Report Abuse

MUI Berhad The MOST UNDERVALUED SHARE IN THE WORLD.

Price As At 12/12/2013 Is 21 Cents.

10 YEAR TARGET PRICE IS RM18.00

MUI BERHAD WILL BE THE BEST PERFORMING STOCK IN THE WORLD FOR THE NEXT DECADE. MUI BERHAD WAS A BUBBLE AT RM32.00 & EVERYBODY WAS CHASING.

MUI BERHAD IS NOW 21 CENTS THE BARGAIN OF THE CENTURY - HAH! NOBODY BOTHER!

By CalvinTan Research

Posted by calvintaneng > Aug 5, 2014 08:45 AM | Report Abuse

May I add - The 18,500 Acres of Palm Oil in Indonesia is now bearing fruit. Just at RM200 yield an acre a month should translate a nice RM3.7 Millions a Month or RM44.4 Millions Per Year in its initial years.

And as palm trees mature there will be thicker fruit bunches resulting in higher and higher yield.

According to my Plantation Owners in This Business You Get To Harvest Oil Palm Fruits Every Other Week Throughout The Year!

So apart from Toll Concession, Hospital Income you have another Defensive Asset in AZRB.

Noteworthy Note:

Peter Lim The Remisier King of Singapore SOLD OFF ALL OTHER SHARES AND BOUGHT WILMAR Just Before The Lehman Brothers' Debacle.

By So Doing He Avoided The Collapse & Profited From Rising Palm Oil Prices!

So AZRB Has A Built In Defense!

AZRB Truly Stands For "A to Z RINGGIT BERHAD!"

Posted by calvintaneng > Mar 24, 2014 11:53 PM | Report Abuse

Steven Yong,

Holding MUI BHD Is The Same Like Holding MUI Prop since MUI Has 70% MUI Prop Shares. PM Corp Is Also Top 10 MUI Prop Share Holders.

I Recommend MP Corp Because In less than 2 Years Time NUSA DAMAI Will Be The Most Central Place Is Eastern Iskandar. Its Position Is Even Better Than Kota Masai (EcoWorld)

Focal Aims was 11 Cts in Year 2009 While MP Corp was 37 Cts. Now Focal Aims (EcoWorld) Has Gone Up To RM4.70 While MP Corp still trades at 39.5 Cts.

MP Corp Has Been Overlooked & Mispriced by Mr.Market

Last Year When PM Corp was 9 Cts People Did Not Bother But Chased Sumatech to over 80 Cts.

By Now PM Corp Has Doubled to 22 Cts While SUMATECH Has Crashed Back To 30 Cts. One Gambling Woman Laughed At PM Corp at 9 Cents And Praised Sumatech at 80 cts. Today she has disappeared from OSK In Johor. Never to be seen again.

Today Mr. Market Is Greedily Pursuing Inari & Neglecting MP Corp.

As The Less Than 5% Value Investors We Go Against Mr Market. We Are Greedy When Mr. Market Is Fearful & We Are Fearful When Mr. Market Is Greedily Buying.

.Why This Gross Mispricing & Total Neglect by the Market. Here Focal Aims (Ecoworld) Has Gone Up Over 4,300% beating even Apple Shares - Focal Aims Is The Hottest Stock In The Whole World.
And MP Corp was 37 Cts in 2009. Now 5 years later in 2014 MP Corp price hardly moved at 39.5 Cts

Since MP CORP Still Remain SO CHEAP While All Surrounding Land Prices Have Shot Up Like A Rocket. MP CORP IS NOW A SCREAMING BUY!

Posted by calvintaneng > Sep 29, 2013 10:31 PM | Report Abuse

My Dear Friends & Investors in PM Corp, tomorrow we don't know the reaction of Focus news on Mr. Market. To the Long Term Investors the day to day fluctuation of share price on goods news or bad news does not matter.

If Mr. Market should sell in panic because they do not have the CLARITY OF INSIGHT from this Forum. Above all the differing views of men (especially ignorant men) stands the fact that PM Corp is a Rock Solid Foundation. PM Corp's prospect will never be shaken - I cannot say about men with weak will.

Greed and Fear is our greater enemy. The Road to Great Wealth depends on our mastery over them.

Listen to the Words of Wisdom, "STRONG MEN RETAIN RICHES"

Our Target Price For PM Corp Still Stand At RM1.50. Very Long Term: RM10.00!

Posted by calvintaneng > Sep 27, 2013 10:17 AM | Report Abuse

Sorry, I forgot to tell you guys. Spoke to Management 2 days back. PM Corp's announcement for Capital Reduction & Cash Distribution will be THIS YEAR, but due to formalities as required by Bursa Cash will only be dispensed later.

Hope not too many short term hit & run speculators join us. We Welcome All Long Term Investors! PM Corp was once called Pan Malaysia Cement Work (PMCW). Once traded as high as RM13.00 and fallen to its lowest at 7.5 cts.

I like the words of Horace,"Many Shall Be Restored That Are Now Fallen; Many Shall Fall That Are Now In Honor."

Posted by calvintaneng > Sep 23, 2013 01:11 PM | Report Abuse

Sorry, I beg your pardon. Dutch Lady Industries went up from RM4.00 to over RM40.00. This rise of MP Corp from Over 30 cts to 55 cts made me dizzy this morning. Yes, in those days some years back MP Corp ding dong ding between 30 cts to 33 cts. Few speculators made money then. Only the stock brokers made money in those weary years.

Whether it will hold or go up or crash no want know at this juncture. A lot depends to Focal Aim.

As for PM CORP when price really go up it goes up like Dutch Lady & Nestle. Price never come down again. So don't sell for small tiny profit and regret. Target price is RM1.50. In the Far Future RM10.00. Ten Ringgit? Am I crazy? Nestle price over RM60.00? Dutch Lady price ove RM40.00? Why NOT FOR NETWORK FOOD INDUSTRIES? Future Name change for PM CORP? SURE?

Posted by calvintaneng > Jan 1, 2014 10:22 AM | Report Abuse

A VERY GOOD MORNING FROM CALVIN TAN FROM SINGAPORE,

In Singapore NST Today (One Whole Page)

VISIT MALAYSIA 2014 - Malaysia Truly Asia

Celebrate 2014 with a visit to Malaysia!

By Tourism Malaysia (Singapore) Money Well Spent!

RM2 Billions Will Be Allotted To Promote Malaysia as a Tourism Destination Throughout The Entire Planet Earth For Year 2014 & Year of Festival 2015 & Beyond!

THE NUMBER ONE BENEFICIARY OF ALL THESE IS

MUI BERHAD!

MALAYSIA BOLEH! MUI BERHAD MESTI BOLEH!

ALHAMDULILAH!

Posted by calvintaneng > Oct 1, 2014 02:09 PM | Report Abuse

BUYING MP CORP NOW IS LIKE BUYING MUI BERHAD WHEN THINGS LOOKED THE BLEAKEST!

1) KKP GOT DIVORCE CASE.

2) MUI GROUP IN BAD SHAPE

3) THE ENTIRE INVESTMENT WORLD AVOIDED MUI GROUP

4) ALMOST 99.9% OF THE MEDIA & MARKET ARE AVOIDING KKP SHARES

HAHAHAHAHAH!! HAHAHAHAHAH!! HAHAHAHAHAHAHA!



CALVIN THE LONE VOICE CALL FOR A STRONG BUY! BUY! BUY! BUY! ON MUI BHD

AND PM CORP!!!!!!


NOW IS THE TIME TO BUY THESE OTHER LAGGARDS HAVEN'T MOVED YET


1) MP CORP - VERY BAD NEWS DUE TO TPY KENA SUED! CO. NO MONEY! BUY NOW!

2) DIGISTAR - FALLEN BELOW DIRECTOR BUYING PRICE OF 31 CENTS

3) BJ CORP - ABOUT TO FLY LIKE PM CORP ONCE DID. SO DON'T MISS


WARMEST REGARDS

CALVIN TAN

Posted by calvintaneng > Mar 23, 2014 11:41 PM | Report Abuse

Listen To Billionaire Charles Brandes Wisdom,

"To be a true value investor, you have to have a very long term outlook and buy companies that are really out of favour," "If they are in favour you are not going to buy them cheaply."

"A key trait of a value investor is patience. Good stocks can remain unloved and undervalued for a long time as the heard chases momentum stocks."

"Most investors, as human beings, don't believe that the best opportunities come when things are most difficult."

And So I Have Heard Enough Comments From Mr. Market, Expert & all "wise men" so called.

I Bought All The Above 12 Counters at the Quoted Prices. Check them out now in their respective Forums. They are popular now - BUT NO LONGER CHEAP AS WELL.

MY CALL IS TO BUY MP CORP NOW AT 39.5 CTS. (Will fall into PN17. Aha? So let's see then.)

Posted by calvintaneng > Mar 19, 2015 01:20 PM | Report Abuse

Tofuman,

I have a very simple formula for UEMS

UEMS Book Value for Its Lands in Iskandar is RM5.30 psf.

In Ledang Heights. Bungalow plots to sold for RM20 psf in early years. Prices have gone up to RM200 psf. Up 10 times.

So Mulitiply RM5.30 by 10 = RM53 psf. From there you can revalue the NTA Upward from.

Say NTA is Now RM1.40

10 Times Mean RM14.00. Now Take 50% Discount for Raw Lands

Intrinsic Value should be around RM7.00.

Note: UEMS Lands in SILC, Gerbang Nusajaya & Puteri Harbour Are Worth Far More.

So Intrinsic Value is not static. It can move up or even down in recession. But since Bullet Train Construction Launch is Imminent Intrinsic Value has a good chance to cross RM10.00

Posted by calvintaneng > May 17, 2014 05:38 PM | Report Abuse

So Multiply 46,269,720 sq ft by RM200 = RM9,253,444,000

YES! LEISURE FARM LANDS ARE WORTH A WHOPPING RM9.25 BILLIONS!

Now Divide 9,253,000,000 by 2,273,000,000 Outstanding Shares = RM4.07

Yes! You Get RM4.07 NTA For Mulpha.

At 43 cts Mulpha is selling at a Huge Discount of Almost 90% To NTA!!

And What Is Mulpha's Intrinsic Value?

Multiply RM4.07 by a Discount of 70% (Since Land & Real Estate Is Illiquid.)

4.07 x .3 = RM1.22

YES MULPHA HAS AN INTRINSIC VALUE OF RM1.22

So at 43 Cts Mr. Market Has Overlooked Mulpha's Intrinsic Value. Mr. Market has discovered SBC Corp,
Keck Seng, Perak Corp (Almost fully valued by now.), BREM, CHHB, TEBRAU TEGUH, DAIMAN & Others.

Regards,

Calvin Tan Research

Posted by calvintaneng > Jun 22, 2014 07:04 AM | Report Abuse

A VERY GOOD MORNING TO ALL AT MULPHA,

You Are At The Right Counter Whose Time Has Come

Kwl8888,

I think there is still chance to buy Mulpha as free float is over 2 billion shares.
Try to queue at 43,5 cts. If cannot get then take say 12,000 shares first at 44 cts. Just in case price run away. As There are stale bulls out there so might even throw cheap.

You see after I bought 50 lots ASB at 14.5 cts I even got another 50 lots ASB at 14 cts . Only after that ASB shot up to 27.5 cts.

Will Mulpha go up like ASB? I wish I know. But I am sure it will rise on awareness of its increasingly bright prospect.

Yuanlong57,

If you watch the words and actions of Management you will notice

1) Management has promised to raise Mulpha Share Price nearer to NTA because they said that Mulpha is trading below value.

2) Mulpha has entered into a JV with UEMS to widen the Access Road & build 3 Interchanges to enhance connectivity. Beside Leisure Farm run the PLUS HIGHWAY. When Connecting Interchange Is Ready - Leisure Farm Properties will sell like hot cakes.

3) As such Management is ramping up the construction of Cluster Homes, Semi-D, Bungalows to anticipate Greater Demand from Buyers.

4) Management also unlock value by disposing Vietnam 55 rms Service Apt for RM32 Mil

5) 2 Australian land plots for over RM100K millions

So there is a lot of action lately & expect more to unfold.


Sunztzhe,

You are welcome to call or sms me directly at
02-91069127 (Weekend Spore)
014 6101668 (Weekday after 1 pm Johor)

Regards,

Calvin Tan

Posted by calvintaneng > Apr 23, 2015 08:08 AM | Report Abuse

One more thing. I went to check up on investlah.

The people there are now Bullish on Nova'

There is a vast difference between smart i3 Investor people & investlah bodoh

Over here we are Bullish on Nova BEFORE it has run up. So we buy Nova at 13 cents to 15 cents.

Over there they are only Bullish on Nova AFTER IT IS ON FIRE. So they only started chasing Nova after it gone up more than 50%.

So Buy Up KBUNAI NOW At 7.5 cents. When kbunai doubled to 15 cents only then investlah people will start chasing.

Posted by calvintaneng at Aug 29, 2014 01:40 AM | Report Abuse

VINCENT TAN HAS BEEN BUYING BJ CORP SHARES BY THE MILLIONS

IN JULY 2014 DR ZURAINAH (ED) KEPT ON BUYING BJ CORP ICULS

CALVIN TAN RESEARCH CALLS FOR A STRONG BUY ON BJ CORP

One Year Target Price RM1.00

Five Year Target Price RM5.00

Ten Year Target Price For BJ CORP - A BLUE CHIP OVER RM10.00

HAPPY INVESTING!

CHEERS!

8. MUI BHD
9. UEM
10. ASB

HOLLAND STOCK BY CALVINTANENG

1. BJCORP
2. MPCORP
3. KBUNAI
4. MULPHA
5. AZRB
6. MASTEEL
7. PMCORP

SUSPECT NO 1 - CALVINTANENG


Posted by calvintaneng > Jun 17, 2015 12:25 PM | Report Abuse

Dear Friends at United Plantation

I once bought UPlant, Golden Hope, Plant, Austral Enterprize, TDM & others.

Surprisingly UPlant has done very well.

Now I think there is a really cheap counter among Plantation stocks

That counter is KULIM

Why KULIM

KULIM's LAND BANKS ARE ALL IN JOHOR & INDONESIA

Now Kulim is converting 15,900 Acres of Oil Palm lands into housing in Desaru & Tg Belungkor.

Last time IOI converted its Plantation Lands in Puchong. Example is IOI MALL

So I think KULIM At RM2.55 is a Great Buy. It might also rise up to be a Blue Chip like U Plant Someday.

Someday?

Yes Some day High Speed HSR Stations will be bulit in MUAR, BATU PAHAT & NUSAJAYA

All KULIM LANDS ARE LOCATED NEARBY

In Japan Lands Near Shinkansen HSR Stations Automatically Rise Up by 67% when built.

So KULIM Has A Very Bright Future.

So now is the time to sell UPlt at peak and switch to laggard like Kulim

Kulim?

Kaboom

Upward

Lavishing

In

Money

HOORAY!

Come up with fact backed by comments!

DOWNTREND LONG!!!!!! RUN AND KEEP UNDERWEAR!!!!!!!!!!!!!!!!!!

OPPORTUNITY COST!!!!!!!!!!!!!

KIKIKIKIKIKI!!!!!!!!!!!!!1

SELL!!!!!!!!!!! DOUBLE WHAMMY TO BJ CORP!!!!!!

GST COMING!!!!!!!!
RAKYAT NO MONEY TO SPEND!!!!

BJ CORP DIE!!!!!!!!!!!!!

RUN FAST AND SELL!!!!!!!!!!!!!!

KIKIKIKIKIKI!!!!!!!!!!!!!!!!!

PLAY CROCODILE EATEN BY CROCODILE!!!!! SELL!!!!!!!!!!!

KIKIKIKIKI!!!!!!!!!!!!!!!!!!!!!!!

HEARD DEBT INCREASE AGAIN!!!!! CONFIRM NEWS!!!!!!!!!!!!!!

YOU WARN!!!!! SELLLLLLLLLL!!!!!!!!!!

KIKIKIKIKIKI!!!!!!!!!!!!!!!!!!!!!!!!!