Posted by wkitwing > 2016-12-05 00:51 | Report Abuse

calvin,too bad i wont invest in glc linked counters .so is there any counters not related to glc that you can recommend?

Posted by calvintaneng > 2016-12-05 00:55 | Report Abuse

wkitwing calvin,too bad i wont invest in glc linked counters .so is there any counters not related to glc that you can recommend?
05/12/2016 00:51

After GE14 Bull Run

Then Buy All Oil Palm stocks
And defensive utilities like PBA, YTL Power & Opcom for safety & dividend

You must avoid export stocks as Trump is imposing high tarif as he promised!

Good luck!

Posted by VenFx > 2016-12-05 00:59 | Report Abuse

Exporters are safeguarded by the weakening of Rm .
Chicken not able to see it at night ?

Posted by wkitwing > 2016-12-05 01:43 | Report Abuse

calvintaneng wkitwing calvin,too bad i wont invest in glc linked counters .so is there any counters not related to glc that you can recommend?
05/12/2016 00:51

After GE14 Bull Run

Then Buy All Oil Palm stocks
And defensive utilities like PBA, YTL Power & Opcom for safety & dividend

You must avoid export stocks as Trump is imposing high tarif as he promised!

Good luck!


then i shall wait after GE14.hope can buy some oil palm stocks by then.will not buy them now cause all those oil palm stocks has been spiked up recently and i chose not to chase them first.only buy when no one wants.

Posted by John Lu > 2016-12-05 07:23 | Report Abuse

LOL...car salesman promoting his car?

Posted by John Lu > 2016-12-05 07:35 | Report Abuse

Calvin, i hv spare cash of 150k...what car should i buy in 2017?

Posted by casanwk > 2016-12-05 08:01 | Report Abuse

In bearish market
More people like to gamble
Now trading at support level
Buy defensive counter : magnum

Posted by Jay > 2016-12-05 10:04 | Report Abuse

that's suzuki ertiga. proton ertiga is just again rebadging an old model, just like proton inspira was mitsubishi lancer. there is a reason why these foreign companies allow proton to rebadge these models they considered old

Posted by calvintaneng > 2016-12-05 10:11 | Report Abuse

Posted by Jay > Dec 5, 2016 10:04 AM | Report Abuse

that's suzuki ertiga. proton ertiga is just again rebadging an old model, just like proton inspira was mitsubishi lancer. there is a reason why these foreign companies allow proton to rebadge these models they considered old

Yes Jay,

Same goes for all Perodua cars. I saw them in Japan long before they arrive on Malaysian soil.

First Perodua Kancil was the Daihatsu Mira in Japan.

So it's perfectly ok.

As Suzuki Ertiga has already been proven to sell well in India, Indonesia & Philippines It is Now only a matter of time before Malaysia media go GaGa over it. So DRB should get a booster in coming days.

Now is the time to load up more DRB shares.

ALL THE POWERFUL FACTORS ARE CONVERGING FOR DRB FOR A BIG CHANGE UPWARD!

Posted by Benjamin_8888 > 2016-12-05 10:14 | Report Abuse

When did u saw them in Japan?

Posted by calvintaneng > 2016-12-05 10:21 | Report Abuse

Posted by Benjamin_8888 > Dec 5, 2016 10:14 AM | Report Abuse

When did u saw them in Japan?

Long ago.

I also visited TOYOTA MOTOR CORP HQ

This is the biggest company in Japan!

And for only $3.00 my son and I sat in the first fully automatic driverless car (in TOYOTA HQ) in the world, I think. Long before the world heard of driverless cars with all its sensors.

Posted by IamGoogle > 2016-12-05 10:28 | Report Abuse

Yah, Jay is correct, see yourself, Calvin Tan

http://paultan.org/2016/07/22/proton-ertiga-ckd-kits-ready-for-export-to-malaysia/

http://www.carandbike.com/maruti-suzuki-cars/ertiga

Posted by Jay > Dec 5, 2016 10:04 AM | Report Abuse
that's suzuki ertiga. proton ertiga is just again rebadging an old model, just like proton inspira was mitsubishi lancer. there is a reason why these foreign companies allow proton to rebadge these models they considered old

Posted by IamGoogle > 2016-12-05 10:34 | Report Abuse

The direct competing model should be Avanza, but even Avanza did not do go all these while. Unless Proton is willing to sell cheap. But market for this segment still small.

For size of DRB, Impact will be small.

Posted by calvintaneng > 2016-12-05 10:46 | Report Abuse

Posted by IamGoogle > Dec 5, 2016 10:28 AM | Report Abuse

Yah, Jay is correct, see yourself, Calvin Tan

http://paultan.org/2016/07/22/proton-ertiga-ckd-kits-ready-for-export-to-malaysia/

http://www.carandbike.com/maruti-suzuki-cars/ertiga

Posted by Jay > Dec 5, 2016 10:04 AM | Report Abuse
that's suzuki ertiga. proton ertiga is just again rebadging an old model, just like proton inspira was mitsubishi lancer. there is a reason why these foreign companies allow proton to rebadge these models they considered old

Yes, Jay is correct!

Now please go see how's the response to Proton Ertiga sale!

Posted by calvintaneng > 2016-12-05 10:48 | Report Abuse

Posted by IamGoogle > Dec 5, 2016 10:34 AM | Report Abuse

The direct competing model should be Avanza, but even Avanza did not do go all these while. Unless Proton is willing to sell cheap. But market for this segment still small.

For size of DRB, Impact will be small.

Yes, impact is small. The bigger impact will come from JV by POS/DRB with Alibaba soon.

In any case small things do add up. The entire Pacific Ocean is made up of tiny individual droplets of water

As the Malay idiom says,

Sikit sikit jadi bukit.

Posted by IamGoogle > 2016-12-05 10:55 | Report Abuse

If that's the case, would it be better if direct invest in POS rather than indirect hold via DRB? DRB has too many hidden things & may not be good option.

Just look at Melewar & Mycron. Mycron is doing extremely well but Melewar gave bomb to its shareholders.

Posted by calvintaneng > Dec 5, 2016 10:48 AM | Report Abuse
Yes, impact is small. The bigger impact will come from JV by POS/DRB with Alibaba soon.

Posted by IamGoogle > 2016-12-05 10:57 | Report Abuse

Also, since you also agreeable on the impact will be IMMATERIAL, so this article is not as good as what you have expressed in the article, it's kind of misleading.

Posted by IamGoogle > 2016-12-05 10:58 | Report Abuse

Writing too many articles with too little or worthless points, it will disappoint readers & will encourage readers avoiding your articles in future, Calvin.

Posted by IamGoogle > 2016-12-05 11:00 | Report Abuse

Not necessary must set high tone for all articles, sometimes keep low key is also part of the show. You will tire if the movie keep bombing from the beginning until the end.

Posted by calvintaneng > 2016-12-05 11:06 | Report Abuse

Posted by IamGoogle > Dec 5, 2016 10:55 AM | Report Abuse

If that's the case, would it be better if direct invest in POS rather than indirect hold via DRB? DRB has too many hidden things & may not be good option.

Just look at Melewar & Mycron. Mycron is doing extremely well but Melewar gave bomb to its shareholders.

Posted by calvintaneng > Dec 5, 2016 10:48 AM | Report Abuse
Yes, impact is small. The bigger impact will come from JV by POS/DRB with Alibaba soon.

Invest in POS directly is Ok.

But why Calvin prefers DRB?

Answer:

Last time got KFC & QSR which also own KFC & Pizza Hut.
My Johor Sifu picked the more popular KFC while I picked QSR.

Why KFC? Because Malays cannot eat port. So KFC being chicken will sell well.

Later Johor Corp took both KFC & QSR private. And QSR got the better deal.

Now same reasoning applies here.

DRB got 53.5% of POS.

DRB also got Puspakom (this monopoly is a Cash Cow). In Singapore there call it Vicom (also Cash Cow)

DRB also got Bank Maumalat

But the most interesting thing is this

DRB is sitting on Gold Mines in its prime lands still at Old Book Value. And NTA is over Rm3.00

Listen again carefully how Peter Lynch said

2x2 = 8.

He pointed out the VALUABLE LANDS OF DISNEY WORLD

Posted by calvintaneng > 2016-12-05 11:14 | Report Abuse

Hear carefully what Peter Lynch spoke regarding the lands in Disney World

DRB also got lots and lots of Undervalue Prime prime lands to be unlocked later!

https://www.youtube.com/watch?v=r2h84TORcJI

Posted by IamGoogle > 2016-12-05 11:17 | Report Abuse

Ok, will look into it tonight, thanks, Calvin

Posted by akh731 > 2016-12-05 12:32 | Report Abuse

POS just lost allot of money last quarter. what is your view.

Posted by calvintaneng > 2016-12-05 12:37 | Report Abuse

Look at the future.

JackMa coming for E FTZ launching by March 2017.

Pos now going all out into Ecommerce.

Also the unlocking of gold mines of Pos prime prime assets. They were bought long ago and still at old book value.
Every plot is a gold mine today

Posted by John Lu > 2016-12-05 13:22 | Report Abuse

Car salesman talk kok and sing song

Posted by beso > 2016-12-05 13:25 | Report Abuse

in your dream！proton can't be the best seller anymore

Posted by calvintaneng > 2016-12-05 19:48 | Report Abuse

תודה לך אלוהים

Posted by calvintaneng > 2016-12-14 21:19 | Report Abuse

http://www.protonertiga.proton.com/