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12 comment(s). Last comment by calvintaneng 2024-02-08 07:42

calvintaneng

56,242 posts

Posted by calvintaneng > 2024-01-18 01:51 | Report Abuse

www.eaglevisioninvest.com

calvintaneng

56,242 posts

Posted by calvintaneng > 2024-01-18 01:55 | Report Abuse

(PART ONE) KUMPULAN PERANGSANG SELANGOR (5843) KUMPULAN PROACTIVELY SUPERCHARGED, Calvin Tan Research

https://www.eaglevisioninvest.com/part-one-kumpulan-perangsang-selangor-5843-kumpulan-proactively-supercharged-calvin-tan-research/

calvintaneng

56,242 posts

Posted by calvintaneng > 2024-01-18 02:07 |

Post removed.Why?

calvintaneng

56,242 posts

Posted by calvintaneng > 2024-01-18 22:31 | Report Abuse

FROM KPS BOD

“But we are also always aligned with optimising shareholders returns. If you look at KPS, historically, whenever we have divestments, there will be special dividends,” he assures.

FROM ABOVE WE WILL SEE ANOTHER "SPECIAL DIVIDEND" WHEN KING KOIL MATTRESS IS SOLD TO UNLOCK VALUE BY KPS

calvintaneng

56,242 posts

Posted by calvintaneng > 2024-01-18 22:35 | Report Abuse

JTIASA DEBT WAS OVER RM1 BILLIONS FEW YEARS AGO

NOW DEPT PARED DOWN TILL IT HAS ONLY LESS THAN RM100 MIL AND SOON WILL BE DEBT FREE CASH RICH

AFTER THAT LIKE INNO & UTD PLANT JTIASA WILL EMERGE AS A GOOD DIVIDEND PLAY

ALREADY GAVE DIVIDENDS RECENTLY
CAN EXPECT TO SEE A DIVIDEND NEXT MONTH

24-Aug-2023 12-Sep-2023 DIVIDEND Second Interim Dividend RM 0.0170
28-Feb-2023 14-Mar-2023 DIVIDEND First Interim Dividend RM 0.0150
30-Aug-2022 27-Sep-2022 DIVIDEND Interim Dividend RM 0.0280
30-Oct-2018 30-Nov-2018 DIVIDEND First and Final Dividend RM 0.005
27-Oct-2017 29-Nov-2017 DIVIDEND First and Final Dividend RM 0.005

calvintaneng

56,242 posts

Posted by calvintaneng > 2024-01-19 11:48 |

Post removed.Why?

Posted by Choivo Capital > 2024-01-19 12:30 | Report Abuse

I think you didnt get the right lesson from PBA.

From PBA the lesson is this. For fixed tariff businesses, people get depressed over a very long time, because cost everyday go up, but tariff does not, resulting in lower and lower profit each year.

At some point, the lower profit results in lower maintenance and thus more problem pops up, necessitating an increase in tariff. When tariff increases, the operational leverage results in a huge increase in the share price.

The other thing to keep track of is lower cost of materials in fixed tariff industry, which is basically coal back in 2015 for TNB.

calvintaneng

56,242 posts

Posted by calvintaneng > 2024-01-19 13:43 | Report Abuse

I sold off Pba at 2014 peak at Rm1.50
And switched to others
It was a correct move then
After 2014 for one decade with no tariff increase plus Dap gave free water in Penang to win votes Pba has been trending down for one decade till now
At its low Pba even fell to 79 sen
Amazing indeed just 22 sen tariff increase Pba can shoot up to Rm2.50

At Rm2.50 i think another opportunity to cash out and buy other laggards with potential better

calvintaneng

56,242 posts

Posted by calvintaneng > 2024-01-19 13:48 | Report Abuse

By right water should not be a Cyclical stock as demand is perennial

However, it could be a political tool to win votes

As such we should buy Cyclicals at bottom with no good news and then wait for one or two years

Then when good news out and people chase we should not chase but to take profit if prices run far ahead of profits

calvintaneng

56,242 posts

Posted by calvintaneng > 2024-01-19 17:26 | Report Abuse

Jaya Tiasa today crossed Rm1.00 and closed at Rm1.05

It is now a strong UPTRENDING STOCK

Next month will see

Good results
Another dividend can be expected

Just hold tightly and ride the way up 💪

calvintaneng

56,242 posts

Posted by calvintaneng > 2024-01-19 19:27 |

Post removed.Why?

calvintaneng

56,242 posts

Posted by calvintaneng > 2024-02-08 07:42 |

Post removed.Why?

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