Calvin does not bother about politics. See Calvin strongly advocate BN shares like DRB & MRCB.
Both DRB & MRCB are strong buy calls of Calvin.
So are PBA & OPCOM. Both by opposition parties.
No one knows tha outcome of GE14 Election.
Even George Soros made a blunder betting Hilary against Trump.
So don't go betting.
Just buy while cheap.
What if Opposition win? Or BN win?
Tell you what?
The downside for PBA is already priced in at such moderate level Same goes for OPCOM. With Rm300 millions cumulative Project awards already in hand OPCOM should now be above 90 sen (not below 60 sen). So the political discount already factored into the price.
So Calvin is happy to own
1) DRB
2) MRCB - Mrcb also got MRCB-Quill Reit (80% of shares owned by MRCB, EPB ASB & other Top Funds)
3) PBA The safest Rock Solid Tsunami Sheltered Stock of Bursa. Champion Sifu Dr. Neoh also in Top 30 Shareholders
4) OPCOM This only has NET CASH of 20 Sen. Rm300 millions Job awarded which translates to another 30 sen profit. It will survive for the next 5 years and continue to give 3.4% dividend yearly. However, A Special Dividend is expected.
Calvin does not bother about politics. See Calvin strongly advocate BN shares like DRB & MRCB.
Both DRB & MRCB are strong buy calls of Calvin.
So are PBA & OPCOM. Both by opposition parties.
No one knows the outcome of GE14 Election.
Even George Soros made a blunder betting Hilary against Trump.
So don't go betting.
Just buy while cheap.
What if Opposition win? Or BN win?
Tell you what?
The downside for PBA is already priced in at such moderate level Same goes for OPCOM. With Rm300 millions cumulative Project awards already in hand OPCOM should now be above 90 sen (not below 60 sen). So the political discount already factored into the price.
So Calvin is happy to own
1) DRB
2) MRCB - Mrcb also got MRCB-Quill Reit (80% of shares owned by MRCB, EPB ASB & other Top Funds)
3) PBA The safest Rock Solid Tsunami Sheltered Stock of Bursa. Champion Sifu Dr. Neoh also in Top 30 Shareholders
4) OPCOM This only has NET CASH of 20 Sen. Rm300 millions Job awarded which translates to another 30 sen profit. It will survive for the next 5 years and continue to give 3.4% dividend yearly. However, A Special Dividend is expected.
hahahah ... dun worri .... everi where also quiet .... last week insas drop .. but more than 800+ of other stock also drop mar .... INSAS will be UP UP and AWAY SOOOOON !! Dun forget .... we are in AUGUST month liaw ..... any time INSAS WILL FLY !! INSAS CANTEEEEEEEEEEEEEKKK !!!
PE is below 10x. P/BV is even more astounding less than 0.5x (whereby its investments in Inari, Ho Hup, Omesti all recorded at BV). It's liquidation value per share is around 1.60. Just take into consideration of the potential revaluation of its holdings in Inari alone, should add up to 2.64 per share, ignoring investments.
Rolling PE is less than 4. Inari is reflected in Insas accounts as only 55 sen per share. Insas is biggest Inari shareholder with over 400 million shares more than twice KWAP has and KWAP is buying at above RM2.30.
correct lor ... it is very difficult to evaluate stock ... tat's why a lot of ppl prefer investing in over-valued stock, comatose blue chip stock, high debt stock, con-stock, chinaman stock, no asset stock, .... KAKAKAKAKAKAK .... choice is obvious, do not over-think ... INSAS CANTEEEEEEEEEEKKK !!
Although in the past Insas merely gave one sen dividend, this year in view of massive EPS of 30 sen for year ended 30/6/17 and massive cash of RM500,000,000 Insas might declare a higher dividend.
Insas has weak TA, too many weak shareholders, contra players who keep losing, plenty of stale bulls. But Inari up 8 sen today. Insas has 400 million Inari shares which means gain of RM32 million.
almost certain. Turn trend turned positive. Buy before it take off!!! When in red, most ppl worry and scare. When it show uptrend, still keep on thinking of buying cheap. After shot up to the moon, regret why don dare to buy. This is human, haha.
once, they said resistance at 90 sen ... then 93 ... then 94 .. then 97 .. 98 ... today got one donkey said resistance at RM 1 ..... KAKAKAKAKAKAKAK .... INSAS CANTEEEEEEEEEKKKK !!
New IPO: Building management systems (BMS), solar thermal systems and energy-saving services provider, Solar District Cooling Bhd aims to list on the Ace Market!
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
56,233 posts
Posted by calvintaneng > 2017-08-12 16:30 | Report Abuse
And do you know Pm Securities have Biggest Retail clients in Seremban.
Not Rhb or others.
In Ipoh I think it is TA Securities
In Melaka RHB/OSK i think has the biggest crowd
I used to visited almost all security firm in Iskandar, Melaka, Seremban, Ipoh & KL.
From different Remisiers I picked up investment ideas
I got Pm Corp from OSK/Johor
I got Dutaland from Interpacific Remisier
I got DRB from OSK Top Broker who drove a Merc Benz
So many Sifus taught me good stuff.
And Insas?
I bought a Subaru Touring Wagon from INSAS years back.