2 people like this.

24 comment(s). Last comment by davidkkw79 2018-01-28 22:42

gohkimhock

3,114 posts

Posted by gohkimhock > 2018-01-26 00:37 | Report Abuse

go for consumer counters..

Save

852 posts

Posted by Save > 2018-01-26 02:41 | Report Abuse

Sifu Calvin, Why you mention Tenaga? How TNB is related to Oil? kindly elaborate.
Thanks

7) RISE OF PETROL GUZZLERS DUE TO CHEAP OIL
NO WONDER HENGYUAN AND PETRON AND PETRONAS & TENAGA ARE MAKING OBSCENCE TONNES OF MONIES...

hollandking

3,694 posts

Posted by hollandking > 2018-01-26 03:21 | Report Abuse

If foreign fund are coming back, i have a hunch, their first target could be banks. International investors like banks.

calvintaneng

56,437 posts

Posted by calvintaneng > 2018-01-26 03:27 | Report Abuse

Save,

TNB's role play is yet future if you can see it. See Govt plan http://wardsauto.com/engines/malaysia-aims-leadership-se-asia-ev-marketing

Geely will be preparing for EV(Electric Vehicle) for the future in Malaysia.

TNB generates its electricity by means of coal, gas & oil. So in the long future more and more cars will use electricity from TNB

Warren Buffet saw it years back & invested in BDY which make electric car in China
http://money.cnn.com/2017/10/11/investing/byd-warren-buffett-china-electric-cars/index.html

This was how man progressed

from human strength in rowing boat
then to wind power in sailing ship
after that steam powered ships by coal
and then oil power by internal combustion
next will come solar and electric power

SO IN FUTURE BUSINESS WILL GRAVITATE TO TNB EVENTUALLY

calvintaneng

56,437 posts

Posted by calvintaneng > 2018-01-26 03:32 | Report Abuse

Yes Sifu Purebull

Thks for clicking "like"

Hollandking

Yes, banks will do well as interest rate rise will benefit them

Late already

Good night

ZZZZZzzzz,,,,...

calvintaneng

56,437 posts

Posted by calvintaneng > 2018-01-26 03:42 | Report Abuse

One i almost forgot

Yes gohkimhock

Consumers, Govt linked projects. Companies that import stuff but sell in Malaysia as well as those companies with debt denominated in USD should find relief and do well

PureBULL .

2,585 posts

Posted by PureBULL . > 2018-01-26 05:50 | Report Abuse

Yes Sifu calvintaneng,
U called the perfect THEME PLAY, couldn't agree more.

1. OIL PRICE is so BULLISH
https://www.investing.com/commodities/crude-oil-streaming-chart

So far companies that benefited immediately in bullish OIL prices r in play.
1.1 HENGYUAN, PETRONM
These 2 had run a full PRIMARY course edi. But can fish at recent lows.
It's rough gg now. Last QR was an oversized profits. Next Q in mid Feb 2018 is dicey. Bnl, our CFO r acca, always very superb accountant but can be lousy CFO.
Unlike in wall street, CFOs r from top ivy biz school who know how to create values consistently for s/holders like us.
They r so competent with simple arithmetic skill of averaging the Q profits, n cleverly charmed the high roller fund managers from selling down.

1.2 DIALOG, oso run a full course edi. Its petrol farm biz must be good.

1.3 YINSON, oil transporter is busy shipping.

1.4 Related cos, yet to enjoy the benefits perhaps till OIL goes to usd100.

2. Strengthening RM PLAY
http://www.xe.com/currencycharts/?from=USD&to=MYR&view=2Y

RM is too strong.
Last yr now rm was at 4.44 per USD. It has strengthened to 3.88 spot price today.
That's >10%,
n not good for exporters.

2.1 Importer play
NESTLE lead the pack when it pierced thru 8500 last Oct.
Followed by F&N.
Big foreign names to watch now: DLADY, HEIM, CARLSBG
Drugs n Chemicals cos too.

2.2 Auto CO
These multi years big losing concerns r showing up.
DRBHCOM, UMW, MBMR. TCHONG is the slowest.

2.3 Banks
HLBANK, MAYBANK

2.4 Giant Loan in USD
TENAGA, AIRASIA

2.5 Specialist mega project CONTRACTORS

All these came from my scanning results.

Posted by Sebastian Sted Power > 2018-01-26 07:45 | Report Abuse

PureBULL is talking sense. That Catvin now only want play O&G stock

traderman

7,854 posts

Posted by traderman > 2018-01-26 07:52 | Report Abuse

people rather continue push up oil stocks then buy your bjcorp

calvintaneng

56,437 posts

Posted by calvintaneng > 2018-01-26 08:43 | Report Abuse

Haha!

Good morning

GREAT INSIGHTS FROM SIFU PUREBULL

WHERE CAN GET YOUR EBOOK?

IT WILL BE GREAT IF YOU CAN GIVE US A LINK TO ACCESS IT.

SEBASTIAN.

I ALREADY RECOMMENDED WASEONG AROUND 72 SEN. NOW DOUBLED TO OVER RM1.46

I ALSO PICKED THE LOUSY PERISAI WHICH PETRON KEPT HOUNDING ME.


TRADERMAN

ALL STOCKS WILL HAVE THEIR DAY IN THE SUN IN THE GAME OF ROTATIONAL PLAY. BJ CORP'S TIME WILL ALSO COME IN DUE TIME.

TO ALL OTHERS WHO VISIT HERE.

A BIG THANK YOU FOR YOUR SUPPORT

THESE ARE SOME POINTERS WHY I LIKE CARIMIN

1. CARIMIN WAS LAUNCHED AT THE WRONG TIME WHEN OIL COLLAPSED. SO FROM IPO OF RM1.10 IT CRASHED TO BELOW 40 SEN.

2. SEEING THE CARNAGE OF SO MANY OIL& G CASUALTIES CARIMIN WANTED TO DIVERSIFY INTO DECOMMISIONING BUSINESS OF O&G SHIPWRECKS

3. NOT BEING ABLE TO ACCEPT THIS VENTURE ANOTHER MAJOR SHAREHOLDERS DUMPED CARIMIN BELOW 30 SEN

4. IN SPITE OF ALL BLEAK QUARTERS CARIMIN'S LOSSES WERE LIMITED AND BORROWINGS MANAGABLE

5. WITH THE RECENT AWARD OF RM60 MILLIONS PROJECT CARIMIN WILL SURVIVE

TO BE CONTINUED....

calvintaneng

56,437 posts

Posted by calvintaneng > 2018-01-26 08:56 |

Post removed.Why?

traderman

7,854 posts

Posted by traderman > 2018-01-26 09:08 | Report Abuse

call your head lar. call only no buy. i also know. many also know.

calvintaneng

56,437 posts

Posted by calvintaneng > 2018-01-26 09:12 | Report Abuse

Traderman,

You better don't be so negative or else CARIMIN will fly away like Waseong & you will miss the boat when Carimin also double in price.

calvintaneng

56,437 posts

Posted by calvintaneng > 2018-01-26 11:57 |

Post removed.Why?

GG_Liang

1,008 posts

Posted by GG_Liang > 2018-01-26 15:52 | Report Abuse

Behold. The legendary dato calvin

kyosan

786 posts

Posted by kyosan > 2018-01-26 15:57 | Report Abuse

Look for consumer,... i suggest u look at Hwatai..theres still some fund left which need to be utilised in 36 month, its right issue fund compplete on 14 April 2015 , u can see it right~

calvintaneng

56,437 posts

Posted by calvintaneng > 2018-01-26 19:20 | Report Abuse

Hi guys

I am enjoying this Chinese song which I like but don't understand

https://www.youtube.com/watch?v=78pdOXEwtZk

VenFx

14,784 posts

Posted by VenFx > 2018-01-28 15:54 | Report Abuse

Hi ! Calvintaneng ,
What is your finding on Ezion ?

calvintaneng

56,437 posts

Posted by calvintaneng > 2018-01-28 17:49 | Report Abuse

VenFx

I didn't study Ezion of Sgx.
So i can't comment.
In Singapore i only have one stock - SingPost.

I think better buy KLSE stocks as Ringgit will strengthen further against Sing Dollar.

VenFx

14,784 posts

Posted by VenFx > 2018-01-28 17:59 | Report Abuse

Thx Calvin ,
Wish u making fortune ahead :)

calvintaneng

56,437 posts

Posted by calvintaneng > 2018-01-28 18:53 | Report Abuse

Thks VenFx,
You got good spirit. So is the changed attitude of moneykj.
Calvin hope everyone in i3 prosper this year.

$Vincent$

711 posts

Posted by $Vincent$ > 2018-01-28 18:57 | Report Abuse

I remember kelvin tan study on.L

davidkkw79

5,068 posts

Posted by davidkkw79 > 2018-01-28 22:42 | Report Abuse

Buy rambutan most suit to Holland king master Calvin

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