Wah Calvin, you buy Ahmad Zaki already arh! Ready to sell arh...... You still alive and kicking.....this time with AZaki..hehehe. What happened to Talam etc etc etc... Walau you lar...
All investors should diversify their portfolio and grow them further
Pre-pandemic share price: Genting Berhad: RM6.0x
Malaysia National Covid-19 Immunisation Programme starts end-Feb 2021 and expected completion by end-2021 (looking at the speed of progress, likely earlier). Full vaccinations are not required to see the effects of Covid-19 cases and most importantly deaths coming down (see Israel). Hence, by 4Q21 (Oct-Dec) you should be able to see the full effects. Note markets are 6-12 months forward looking (see Gloves). Therefore, latest by 2Q21 (Apr-Jun) we should see share prices pop back to at least pre-pandemic levels
Note: this has not take into account re-rating catalysts:
a) Pent-up demand from revenge travel and gaming (Lifting of lockdowns - MY; UK) b) Skyworlds (2Q) and Resorts World Las Vegas (Summer Jun-Aug) c) Celularity Inc listing (2Q21; assume 10% holding only) d) *Mashpee Wampanoag Tribe promissory notes USD426.3 mil write-back e) Resorts World NYC expansion and full casino license bid f) Resorts World Hudson Valley g) New York state sports betting license bid h) Genting Americas USD $500 mil insurance claim i) Japan Integrated Resort (IR) bid j) Resorts World Sentosa upgrading k) Plantation - CPO record high l) Energy - Brent crude oil above USD 70 m) Property - Cyclical sector in an upcycle n) Life Sciences - Vast potential (see US biotech and genomics co's) o) International borders reopen / travel bubbles / vaccine passports p) WHO declares pandemic over
Genting which is a Recovery / Value stock is now also a massive Growth stock
Disclaimer: The information and opinions expressed here are for educational purposes only and the contents of this post should not be construed as financial advice and does not constitute a buy or sell call. Consult your investment advisor before making any investment decision.
Supermax phenomenal growth was due to ASP sale by urgent buyers
as gloves are more readily available the edge is no longer there. I already sold all Supermax but only bought 1 lot of Kossan to see how it will perform longer term
Kossan is very consistent and kept faithful to its long term buyers
in any case I am switching majority of my holdings into palm oil stocks
With Cpo reaching Rm4,200 a tonne Palm oil company like Thplant is making almost 200% profit as it's cost only Rm1,465 per tonne
What other group of companies can give such high profits of 100% to 200% profit like palm oil now ?
Azrb can be considered a stock with palm oil exposure in Indonesia
We want Azrb to follow the footsteps of Mfcb, Scientex or Magnitech which grew from strength to strength through the years
Azrb has multiple great industries all at growing stage with stability
1. Teaching hospital Concessions 2. Toll Road under construction 3. 2 Seaports for marine oil supply 4. Maturing palm oil in Indonesia 5. Rm483 million langat 2 job 6. Real estate along Ecrl route
7. Strategic landbanks and assets in Setapak, Bentong, Kuantan, Trengganu, Tok Bali and Kemaman
8. 50 acres quarry supply to Ecrl in Trengganu 9. Other construction and engineering jobs 10. Mrt, Let and other highway jobs
Calvin, the saviour for all, irregardless of religions, please save and write something to highlight to those not knowing and understand the undervalued gems of GenM and Genting Bhd.
cynical /ˈsɪnɪk(ə)l/ Learn to pronounce adjective 1. believing that people are motivated purely by self-interest; distrustful of human sincerity or integrity. "he was brutally cynical and hardened to every sob story under the sun" 2. concerned only with one's own interests and typically disregarding accepted standards in order to achieve them.
You should change that name to SincereChan
See
be honest and Check this out ok
Calvin Tan followed portfolio per his recommendations 2019
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
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Posted by calvintaneng > 2021-03-16 21:04 | Report Abuse
AZRB (A to Z RINGGIT BERHAD) Reposting from May 2018 Article , Calvin Tan Research
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2019-02-15-story-h1457041189-AZRB_A_to_Z_RINGGIT_BERHAD_Reposting_from_May_2018_Article_Calvin_Tan_R.jsp