Posted by calvintaneng > 2015-11-16 00:02 | Report Abuse

Belum tidur lagi AyamTua?

Posted by calvintaneng > 2015-11-16 00:41 | Report Abuse

There are 3 Major Trends that will propel Real Estate Value Higher And Higher in its upward trajectory.

1) Jesus said, "As it was in the days of Noah so shall it be in the days of the Son of Man" (Matthew 24)

In Genesis chapter 6 Noah's time. It begins with verse one, "WHEN MEN BEGAN TO MULTIPLY ON THE FACE OF THE EARTH.

There Will Be A Huge Population Explosion in the end time similar to Noah's days just before the Flood.


2) The Earth abides for ever.(Ecclesiates 1)

Earth will last for ever. But all that is created is all there there is. Only land reclamation will increase it a little more.
So demand will outstrip supply eventually. More and more agricultural lands will be converted to factories, shops, houses and condos for the ever expanding human beings on planet earth.

How?

3) In Revelation 6 it says, "A measure of wheat for a penny; or three measures of barley for a penny"

As more and more lands for agriculture are converted to houses & factories less and less food will be grown. So there will be inflation. Inflation is the norm although there might be periods of recession. Every time house prices dip they will rebound again due to ever increasing inflation.

So there you go.

No. 1 Earth & its resources are limited & finite.
No. 2 Population Growth is unstoppable. 7 billions? 10 billions? 1 trillion? Demand exceeds supply.
No. 3 Inflation is the norm for the far future.

Mark Twain says, "Buy land for they don't make them any more".

The best thing to buy on earth is earth.

However, not all areas of earth is good. There are inaccessible mountains, ice covered North Pole and South Pole and dry arid deserts.

Deserts? Yes in Nevada USA as I passed by the arid desert, the tourist guide told us that those lands there are going at only US$500 an acre with no takers. So not just NTA - the quality of the NTA counts a lot. Nevada desert lands are of practically no use.

So we MUST SEARCH OUT THE NTA OF A COMPANY TO SEE ITS ACTUAL VALUE.

For Namfatt it was selling at 50 cents with NTA over Rm2.00. Yet Namfatt went bankrupt. Why? Namfatt owned 1,000 acres of prime land in Phang Nga Bay, Thailand. In year 2014 Tsunami Struck and killed thousands of people in Phang Nga Bay. So Namfatt's lands turned valueless almost instantly and Namfatt wemt bankrupt.

Megan Media was selling at 60 cents with NTA over Rm2.00
Megan Media also a gone case. It was discovered later that its Blue Ray Disc Factory was non existence and its address all fictitious. So NTA is fake.

Now Calvin Tan Reasrch has done homework for all in i3 Forum

These are the Stocks with TRUE REAL NTA

1) KPSCB ( REAL FACTORIES & SHOPS AT OLD BOOK VALUE)
2) GMUTUAL (REAL ASSETS IN JOHOR & MELAKA) HOUSES, INDUSTRIAL FACTORIES,
COMMERCIAL SHOPS BOUGHT AT OLD BOOK VALUE)
3) MAHSING (Bought 1,000 acres Bandar Meridin East at only Rm7 psf)
4) MUI BHD (PROPERTIES LISTED AT ANCIENT BOOK VALUE)
5) PPG (ITS SHOPS IN Tmn Pelangi are listed at only 10% of its actual current value) THERE IS IMMENSE VALUE IN PPG WHEN MRT FROM SPORE ARRIVES
6) WHITE HORSE (SPRAWLING FACTORIES IN JOHOR AND VIETNAM)
7) YILAI (FACTORIES IN KULAI & JOHOR)
8) MULTICO. FACTORIES IN PANDAN. Lots of hidden value.
9) KAMDAR (SHOPS AS OLD AS 50 YEARS AGO. ALL RENTED OUT WITH 6% to 8% Yield. Kamdar is better than many Reits.)
10) MPHBCAP? Will be going to Pengerang soon. IJM Land sales staff told Calvin that a new connecting road to MPHBCAP 1,800 acres are now open. If so then MPHBCAP will outshine Kulim!

To be continued...

Posted by calvintaneng > 2015-11-16 06:40 | Report Abuse

It's a little known fact that the riches man that ever lived is a real estate investor. His name is John Jacob Astor.

He started his life work trading in furs, tea, silk and fine China. However these were not the things that made him the most fortune. Astor invested his wealth into the Real Estate of New York and he was known as Manhatten's landlord.

Before he died Astor said, "Could I begin life again, knowing what I know, and had money to invest, I would buy every foot of land on the Island of Manhatten".

Astor left a fortune of US$20 millions to his descendants or about US$500 Billions today (That's Rm1.5 Trillions - World's 1st Trillionaire Real Estate Investor)

To be continued...

Posted by calvintaneng > 2015-11-16 07:05 | Report Abuse

In the Asian Property Review Sept 15 to Oct 15, 2015 Edition says,

"HALF OF GLOBAL CHINESE BILLIONAIRES ARE IN REAL ESTATE"

84% of Billionaires in Singapore are in Real Estate
33% of Billionaires in Malaysia
25% of Billionaires in Indonesia are in Real Estate
40% of Billionaires in HK are into Property Investments.

These are the Top 10 Riches Billionaires in China & HK

Name Company Industry Age Residence

1) Wang Jialin Wanda Real estate, 61 Mainland
entertainment

2) Li Ka-shing Cheung Kong Real estate/energy 87 Hong Kong

3) Jack Ma Alibaba IT 51 Mainland

4) Li Hejun Hanergy Renewable energy 48 Mainland

5) Lee Shau Kee Henderson Land Real Estate 87 Hong Kong

6) Poly Ma Huateng Tencent IT 44 Mainland

7) ZongQinghou Wahaha Drinks 70 Mainland

8) Robert Kuok Kuok Group Real Estate 92 Hong Kong
Agriculture

9) Cheng Yu-tung New World Real estate 90 Hong Kong

10) Robin Li & Melissa Ma BAIDU Search Engine 47,45 Mainland

Here you are

5 Are in Real Estates
3 In IT or Search Engine
1 in Drinks
1 in Renewable Energy

50% of Top 10 China/HK Billionaires are in Real Estates!!

To be continued.....

Posted by calvintaneng > 2015-11-16 07:20 | Report Abuse

It was said that those who invested very early stage in pre Ipo Seed money of

Public Bank made Rm1 millions out of only Rm1.00.

However, this is only open to a very small circle of early investors. The majority of the public are totally unaware and have no way to invest.

But many have bought HDB Low Cost Flats from the SPORE GOVT in early 1970s. Those 3 rooms HDB Flats in Redhill, Lower Delta Road & Queenstown cost only S$9,000 a unit. Today after 40 years they have grown to S$500,000 a unit or about Rm1.5 millions.

But you are a Malaysian. So what?
Anyone could have bought a 2 storey house in Lorong Maarof, Bangsar Park, KL in 1970 for Rm20,000. Today it has skyrocketed to a cool Rm2 millions!

And take Jim Rogers, the Billionaire Tycoon, who migrated from USA to Spore.

Jim Rogers bought his townhouse in New York for US$107,000 in year 1977. After living in it for many years he sold it for US$16 millions and moved to Singapore.

This is the Real Power of Real Estate Investments!!

Posted by TianTianHuat > 2015-11-16 10:12 | Report Abuse

All Calvin Tan stocks are very good. However, there is one MUCH Better here. Go & take a look @ MMODE lor... ha ha ha

Posted by TianTianHuat > 2015-11-16 14:40 |

Post removed.Why?

Posted by calvintaneng > 2015-11-16 22:52 | Report Abuse

THE LOGIC OF BUYING KULIM

When Calvin called for a buy on Kulim there weren't any visible reason for so doing.

Plantation shares were hit by the twin collapse of Crude Oil & Vegetable Oils. Kulim's real earnings were only mediocre.

Its Rm1 billions Cash wind fall was due to asset disposal.

Moreover, according to other "expert" Kulim is a down trending stock. Better chase momentum stocks than "dead" stocks with little prospects.

So there is very little reason to buy Kulim at Rm2.50

Why then should Calvin Tan Research focus on Kulim?

Not if you understand DEEP VALUE INVESTMENTS FROM THE ANGLE OF NTA.

To Calvin Cash can be liquid (Real Rm100 dollar bills

Or Cash deposited in the Bank with monthly or yearly statements.

But Lands, Houses, Factories, Palm Trees, Shops ARE ALSO A FORM OF CASH.

CASH IN SOLIDIFICATION. So is Gold, Silver & Plantinum!!

ALL THESE AND MORE COULD BE CONVERTED TO PURE CASH!


BUT MANY DO LOOK ONLY AT EARNINGS

HA!

THAT'S PRECISELY THEY OVERLOOKED KULIM

MOMENTUM INVESTORS AND HOT STOCK CHASERS CANNOT UNDERSTAND THE LOGIC OF BUYING INTO KULIM WHEN PALM OIL PRICES ARE DOWN. STOCK PRICE IS ALSO DOWN.

LET ME ILLUSTRATE

I bought a house from Johor High Court Auction in 2008 - Right after the Lehman Brothers' debacle. I got it at rock bottom prices.

After buying I found out that the house was owned by Mr S the neighbour.

Mr S has over extended himself by over investing in Budget Hotels (He has about 8 Budget Hotels.

Business was bad and Mr S could not keep up with monthly installment. So he got his house foreclosed by the Bank. So I bought it from auction.

It was a really tough time for Mr S as he still have to service the loans of about 4 more Budget Hotels; although 4 were fully paid.

Then One Day All His Problems Were Solved

How?

Mr S decided to close shop for good. So he SOLD OFF ALL 8 BUDGET HOTELS & SETLLED IN FULL THE 4 HOTELS WITH OUTSTANDING LOAN.

MR. S ENDED WITH A SURPLUS OF A FEW MILLION RINGGIT AND RETIRED FOR GOOD

THIS IS WHAT KULIM IS DOING (OR WHAT JOHOR CORP IS DOING)

YOU SEE, THE SUM TOTAL OF ALL THE ASSETS OF KULIM IF SOLD AT MARKET IS WORTH FAR MORE THAN RM5. PERHAPS RM10? SO BY GIVING A PRIVATISATION OF RM4.10 J CORP WILL BE MAKING A KILLING. And all share holders will also make a smaller killing.

To be continued...

Posted by calvintaneng > 2015-11-16 23:02 | Report Abuse

May I illustrate again.

Charles Hadden Spurgeon said, "Illustrations are like windows letting in the sun light so that you can see better than being in a darkened room"'

Investing by High NTA is an investment approach of Calvin Tan. Like going for deep sea fishng. Children, small boys and girls catching guppies and other longkang fish cannot fathom the meaning of deep sea fishing.

In deep sea fishing your fishing line extends 300 to 500 feet deep. The sinker or weight itself could be half a kg to one kg heavy in the turbulent current. But deep in the sea bed the biggest fishes lurk.

Ever heard of a 200 pound grouper fish?

Caught only in deep sea fishing?

YES! FOR DEEP VALUE INVESTORS!!

Posted by calvintaneng > 2015-11-16 23:14 | Report Abuse

Another Angle of NTA Investing

My Friend, Mr. Tan Pao, who own 200 houses in Iskandar, told me this true story.

Tan Pao has a fellow Real Estate investor who only specializes in buying Old Run Down Shophouses.

His purpose was to convert them into BIRD NEST HOUSES. In early years he kept buying and converting them into BIRD NEST HOUSES until he has a total of 40 BIRD NEST SHOP HOUSES.

Not all are successful. Out of 40 only 10 are filled with Bird Nests!

The other 30 have some fair success - some with even 300 to 500 Bird Nests.

Now his friend wanted to sell these other 30 shophouses at Market Rate Only (The Best Nests Are Free with the Shop).

HA!

THIS IS THE LOGIC!

EVEN IF HE DIDN'T MAKE MONEY FROM BIRD NEST BUSINESS FOR THE 30 SHOPS. HE IS STILL MAKING VERY GOOD MONEY AS THE SHOPS BOUGHT 5 to 8 YEARS AGO IN ISKANDAR HAVE ALL GONE UP IN PRICES!!!

THE SHOPS WERE PURCHASED FROM JOHOR HIGH COURT AUCTIONS AT RM100 TO RM150.

NOW PRICES HAVE ALL SHOT PAST RM500K EACH!

SO THE ASSETS MADE FAR MORE MONEY THAN THE BUSINESS!!

Posted by calvintaneng > 2015-11-16 23:18 | Report Abuse

THE SHOPS BOUGHT FROM JB HIGH COURT AUCTIONS HAVE APPRECIATED　ＦＲＯＭ　ＡＳ LOW AS　　ＲＭ１００Ｋ　　ＴＯ　　ＲＭ５００Ｋ　Ａ UNIT

SO ＴＨＥ ASSETS ＭＡＤＥ FAR ＭＯＲＥ MONEY ＴＨＡＮ THE ＡＣＴＵＡＬ BUSINESS

Posted by davidkkw79 > 2015-11-16 23:18 | Report Abuse

Sangat menganduk lar....

Posted by davidkkw79 > 2015-11-16 23:19 | Report Abuse

All stocks are all solid and good. So buy all company as u can.

Posted by calvintaneng > 2015-11-18 00:33 | Report Abuse

Good Evening Again,

In Year 1990 I met Mr Lee of P Auto from Sitiawan.

Mr. Lee was a vacuum salesman before he started his Used Car Business in Sitiawan.

He traveled to KL and bought 2nd hand cars and drove them back to Sitiawan for sale. One day he told me he bought up few acre plots of mainroad frontage lands to stock his used cars. While his car business thrived his land also appreciated even faster in prices.

After 30 years Sri Manjung in Sitiawan boomed into a rich Big Town. And Mr. Lee's lands spiralled upward in price. Seeing the housing Boom Mr. Lee decided to convert those lands for car business into High End Houses. His Income Exploded Upwards!

He made MORE FROM HIS LANDS (ASSETS) IN 3 YEARS THAN ALL HIS 30 YEARS OF SELLING USED CARS. A Car may make him a profit of Rm2,000 while selling a house can make up to RM200,000 or more!

So His Assets Grew Exponentially! For more than doing business!

This was what happened to F & N which owned the Prime Factory Lands of Chan Sow Lin many years ago in KL. F & N made more money from building commercial shops and selling them than from bottling soft drinks.

The same is repeated by Yeo Hiap Seng (Spore) YHS VERY, VERY PRIME FACTORIES ALONG BUKIT TIMAH MAIN ROAD WERE CONVERTED INTO HIGH END CONDOS IN SPORE!!!

So Calvin is looking for Companies with HIGH NTA WITH HIGHLY VALUABLE ASSETS Overlooked by the investing crowd looking at mere earnings only.



Note:

In property investment we make money when we buy; not when we sell.
Why?
Answer:
If we buy at deep, deep discount we already made good money. We own something of Value at much lower cost.

Same goes for shares. If we pay 10 cents for ringgit we are already in the money.

Time is there the essence to unlock its true value.

When?

Answer is given by Warren Buffet

"HOLD THE SHARE FOREVER!"

Sure Value Will Emerge Some Day!!

Question is.

ARE YOU ABLE TO WAIT?

Good night.

Posted by Sapiee Jamel > 2015-11-18 12:25 | Report Abuse

You are absolutely right, Calvin

Posted by calvintaneng > 2015-11-18 23:32 |

Post removed.Why?