limyinchu Master Calvin, gamuda can buy or not? 30/05/2018 16:37
LIM,
Gamuda like all construction companies including construction material companies will be dragged down as project after project are cancelled to save cost for abolishing gst, toll & to pay more Brim
If want to buy must prepare to drip drip slowly all the down for many months or even years
But there are many other better stocks to buy now than Gamuda
The one off gain is the indicator of more to come.
TA has been using its profits all these years to invest in hard assets and also in investment securities.
These hard assets are listed in TAGB which have now amplified in value. This can be seen in the super growth of TAGB from Rm1.00 to Rm4.00 as shown by its latest NAP.
And with no more further capex or expenses for Trump Hotel Canada Hotel profits have increased from rm28 millions to over Rm31 millions...and management is sanguine that future years will be even better.
Another coming profit for August 2018 reporting will be the profits from TA's 2 Office disposal in Hong Kong.
And with enhanced trading in KLSE by share purchase/selling, short selling and even force selling TA's profits will multiply. There is also a safety built in security of holding millions of ringgit in Remisiers' securities in case their clients default in these turbulent and violatile times. So TA IS VERY WELL PROTECTED.
FROM NOW TA IS ON COURSE TO
SEE HIGHER NTA
VERY STABLE EARNINGS ( HOTELS OPERATION LIKE REITS, INVESTMENT SECURITIES, STOCK BROKING BUSINESS AND OTHERS)
AND ABOVE ALL IT IS MORPING INTO A HIGH QUALITY DIVIDEND PAYING STOCK.
ONCE THIS STRONG DIVIDEND TREND BECOMES A NORM THE INVESTING FUNDS WILL TAKE POSITION. SOME MORE SANGUINE ENTITIES MIGHT EVEN OFFER TO TAKE TA ENTERPRIZE PRIVATE.
OF COURSE IT WILL BE ABOVE RM1.00. OR ANYTHING BETWEEN RM1.50 TO RM2.00 BEFORE TONY AND ALICIA WILL GIVE THEIR ATTENTION TO.
ONE MORE THING ABOUT TA'S DEBT. THE COLOSAL ASSETS WHEN DISPOSED WILL PARE DOWN MORE AND MORE DEBT JUST LIKE IN DUTALAND
FOR DUTALAND IT IS SOLELY AN ASSET PLAY
FOR TA IT IS BOTH ASSET PLAY
PLUS POWERFUL EPS
AND ATTRACTIVE DIVIDEND THROWN IT.
BY ALL YARDSTICKS TA IS NOW ON TO A BRIGHTER FUTURE.
Posted by Koon Bee > May 30, 2018 06:08 PM | Report Abuse
This round, I agreed and support calvintaneng!! Thumbs up Calvin!!
As for MRCB the sell down is overdone. Even without HSR MRCB already secured more than Rm7 billions in actual job works. So just add a little on every weekness
As we don't know where is the bottom for MRCB the only way is to nibble a very little on every sell down
Posted by Jackkin > May 30, 2018 11:14 PM | Report Abuse
Calvin, so tomorrow TA will limit up ? or how many cents you expect will go up..
Calvin replies:
With so terrible sentiment currently I really cannot tell how high TA will go tomorrow.
See longer term for TA with this in view:
1) Expect TA to give a nice dividend of 4.1 sen this June 27th
2) Then see August 2018 result. Profits from HK 2 Office disposal will be reported. Also income from Hotels & trading
3) And if TA continues to cash out & take profit by disposing more Assets then the gearing will down down until zero like Dutaland. This will remove any trace of remaining doubters.
4) And if TA can keep up giving consistent & increasing dividend Mr. Market will soon wake up to its true value.
5) If Tony wants to he can issue Warrants like he did in the 1990s. Last time I bought TA at 88 sen when it gave out 4 free warrants.
And the TA Warrant reached Rm1.00 at that time. But since Tony is a Christian now he might not like to see "goreng"
6) TA & TAGB on their own strong fundamental & increasingly bright prospects might be candidates for privatisation. Since its NTA is Rm1.48 its privatisation should be at least Rm1.50... just like Affin taking up Hwangs & also KAF taking KAF seagroat private
7) OVERALL without noise or fanfare TA should grow and grow like any investment bank. One day TA might be as famous as Goldman Sachs, Credit Suisse or other Top International names.
Posted by newbie911 > May 31, 2018 12:03 AM | Report Abuse
Calvin, are u still holdiing mrcb?
Yes i do. i am experiencing pain. But i still adding more on weakness. Add very slowly little by little.
Quite painful just like buying Pm Corp from 15 sen to 7.5sen for 3 to 4 years until Pm Corp rewarded my patience by going to a high of 37 sen one fine day.
So Mrcb is a real long road to take. But i will take it.
osted by KAQ4468 > May 31, 2018 12:06 AM | Report Abuse
yaaaa yaaa.. the jurong guy bought MRCB @ 1 ringgit
now 50 cents
50% loss
aiyooo ammaaa apaaaa .... what investment house are this ???
50% loss wooo ...longkang tido la
It's Ok
I also bought Opcom at 40 sen. Opcom surged to Rm1.17
And so far I only invested 5% of my Net Worth in Shares. As Share prices get cheaper and cheaper I will liquidate my houses and switch more into shares.
Here at TA we can take comfort that all these ups and downs are creating large trading volumes. The higher the volumes the better for TA. Sit back and let the show go on. Every other day Gov't make major announcement, the market becomes red hot active. Can expect an active market in the coming days, weeks and months.
THEN ALL HOLDING FREE TA SHARES WILL STILL HAVE WHAT?
1. ASSETS OF VALUE 2. OTHER INVESTMENT SECURITIES..AND THERE ARE MANY 3. ABOVE ALL...A THRIVING BUSINESS OF CORP EXERCISE. TA HELPS COMPANIES TO DO RIGHTS ISSUE. LIST NEW IPO. DO MERGERS AND TAKEOVERS. GIVE BONUS ISSUES AND WARRANTS 4" LENDING OUT MONIES. MARGIN ACCOUNTS 5. SHORT SELLING AND TRADING FOR CLIENTS 6. OTHER BUSINESSES
Share price will readjust after ex dividend and the price will rise again
And price can continue to rise and rise by subsequent higher and higher dividend payout
When Dutch Baby changed name to Dutch Lady and started giving out ever increasing yearly dividend the share price rose from only Rm4.00 to over Rm60.00 today.
So TA can follow similar pattern if Management start rewarding shareholders regularly
firewall9301 calvintaneng, so early you started to dream and snore out TA prosperity. 31/05/2018 10:22
Yes. Last time I shouted & shouted on Super Enterprize at Rm1.28. Few listened. But those who did made 200% when Super Enterprize was finally taken private at Rm3.80 for 200% gain
@calvintaneng So the excellent results is out and TA is still not rocketing yet ? inspite of your hard work, promoting heavily TA vigorously. Do you think, you can just pause for a moment and try to explain why TA is still not rocketing up ? sinc you are the sifu,haha
ohbeeyee @calvintaneng So the excellent results is out and TA is still not rocketing yet ? inspite of your hard work, promoting heavily TA vigorously. Do you think, you can just pause for a moment and try to explain why TA is still not rocketing up ? sinc you are the sifu,haha 31/05/2018 10:38
I think market sentiment now weak.
I also promoted Kulim, TMakmur, TheStore & Super Enterprize which was neglected until they were all taken private
Also Wangzng at 75 sen which few paid attention until HK Fund wanted to take Wangzng private just above Rm1.10. Only then Market chased Wangzng to over Rm2.00?
So if some entity starts offering to take TA private will people start chasing? That will be too late.
As for now I and Buddies will still continue to accumulate
I have been holding TA for more than 5 years already, still can never go up higher than 70 cents.. maybe i should hold for another 5 years, Right Calvin ?
TA 5 years highest price was in mid 2014 at Rm1.06
As for TA being undervalue this was Calvin's experience.
Last time i bought Pm Corp at lowest at 7.5 sen in a time of panic sell down.
Later Pm Corp gave a Cash payout of 8 sen.
So i got back my
original 7.5 sen Plus free half sen Plus free TA shares for forever.
I also bought Opcom at 30 sen 10 years ago. Then Opcom gave 22.5 sen cash pay out One year later another 10 sen cash pay out making it a total of 32.5 sen
So i got back from Opcom
my original capital of 30 sen Plus 2.5 sen free Plus free Opcom shares for forever.
ONE DAY ALL HAPPY HOLDERS WILL GET BACK MUCH MUCH MORE THAN YOU PAY NOW!
TA IS WELL PROTECTED WITH MANY MOATS AND MANY MARGINS OF SAFETY.
ALL THE TRADING, BUYING, SELLING, SHORT SELLING AND FIRCED SELLING DONE BY RETAILERS ARE BACKED BY REMISIERS' SECURITY DEPOSITS. AND THERE RAN INTO MANY MILLIONS
SO IF CUSTOMERS DEFAULT....REMISIERS TAKE THE FIRST LINE OF DEFENSE.
AND ONLY AFTER THAT TA
SO THERE ARE 3 LINES OF DEFENSE
1. CUSTOMERS MARGIN BY INDIVIDUAL ASSESSMENT AND RISK. AND SHORT FALL WILL TRIGGER MARGIN CALLS
2. IF CUSTOMERS DEFAULT THE REMISIERS AND THEIR DEPOSITS WILL BE NEXT IN LINE FOR DEFENSE
3. WHATEVER REACHES TA WILL BE MINISCULE AS MANAGEMENT IS EFFICIENT AND WATCHFUL. WITH MORE THAN 20 YEARS EXPERIENCE AND SURVIVED AND PROSPERED
Little Bay Cove development in Australia, which is 99.4% sold, is expected to be completed and delivered to the purchasers in the third quarter of 2018.
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
56,707 posts
Posted by calvintaneng > 2018-05-30 17:51 | Report Abuse
limyinchu Master Calvin, gamuda can buy or not?
30/05/2018 16:37
LIM,
Gamuda like all construction companies including construction material companies will be dragged down as project after project are cancelled to save cost for abolishing gst, toll & to pay more Brim
If want to buy must prepare to drip drip slowly all the down for many months or even years
But there are many other better stocks to buy now than Gamuda