Patrick13

How about Matrix?

2017-02-04 13:26

稻田·* 粒粒芳香

Geng!

2017-02-04 13:27

newbie18

During CNY many friends complain property price not coming down but why properties stocks like no value and keep dropping?

2017-02-04 13:41

shareinvestor88

Mr Teh which stock u recommend ?

2017-02-04 16:39

cubic7117

cpteh never recommend stock ONLY BLOW his trumpet CUT LOSE, CUT LOSE, and CUT LOSE and also said CRASH, CRASH and CRASH

2017-02-04 18:40

lscplzlh

why not looking into malton?

2017-02-04 19:03

curious2

Why no Mah Sing, Tropicana, UEM S?

2017-02-04 20:24

keyin

Why not ecoworld

2017-02-04 20:29

yapyk

Why no IBhd ? Tan Sri share sure go up.....he wants to be billionaire

2017-02-04 20:41

John Lu

Teh cipet

2017-02-04 21:27

calvintaneng

Posted by silom > Feb 4, 2017 08:43 PM | Report Abuse

why not ask Calvin ? He is good in property market.

Silom,

With Trump in protectionism & China curbing capital outflow there will be the unwinding of assets. So going forward property stocks will face lots of headwinds in coming months.

Other negative news for Malaysia are

1) A drop of ringgit value will cost construction material prices to go up in price. Copper wires already up 20%. The escalating cost of all things will create cost over runs for both contractors & housing developers now. This will eat into the profits of housing developers.

2) GST and inflation have eroded the purchasing power of Malaysian consumers

3) Banks are very cautious about lending as Malaysian households are already highly indebted.

The only property worth investing now is in completed houses in Iskandar. I narrow it down to landed affordable houses like one storey or 2 storey houses (avoid all high rise condos as the glut is very bad now). Landed houses between Rm150,000 to Rm500,000 are in demand with little supply in Iskandar now.

And a Johorean working in Singapore with S$2,000 monthly salary easily qualify for bank loans in Johor. Now One Sing Dollar equals Rm3.14

So S$2,000 = Rm6,280

This is the best of time for all Malaysians, especially Johoreans to pick up bargain undervalue houses priced below Rm500,000 in Iskandar.

2017-02-04 21:34

稻田·* 粒粒芳香

U die die also wan to promote Iskandar.. Hahaha

2017-02-04 21:52

property

silom why you ask the wrong person? A person who buy car will lose 10% the moment he drive out the new car from showroom. If property will only appreciate. You very seldom hear property depreciate in value.

2017-02-04 22:02

calvintaneng

Posted by silom > Feb 4, 2017 09:57 PM | Report Abuse

Is drb selling cars ?

Geely make take over Proton just like they did with Volvo. Volvo has been a turn around success.

Also inside DRB is Lotus.

See
https://en.wikipedia.org/wiki/Volvo_Cars

2017-02-04 22:02

property

Car-more accident; property-make us richer which 1 better buy?

2017-02-04 22:03

calvintaneng

For Johor properties

See

Property prices over a long term period will appreciate.

I remember watching those Bandar Utama houses newly converted from rubber plantation in the late 80s. In 1990s these houses were worth Rm180K. After 27 yrs due to the opening of IKEA & ONE UTAMA prices here have crossed Rm1 million

If you go back even further in time to 1970 the same Bangsar Park were also converted from rubber estates. My neighbour bought a 2 storey house in Lorong Maarof, Bangsar Park for only Rm20,000. Today it is worth a cool 2 million each.

So inflation IS ALWAYS TRENDING UPWARD Though there are periods when property prices stagnate or go down during recession years like

1985 – 1987 (Collapse of tin & rubber prices)
1997 – 1998 (Asian Financial Crisis)
2007/8) US Subprime lending Crisis)

So anytime is a good time to invest in houses if you have long term holding power. More so if there is a crisis when property prices go at a discount.

These are some pointers regarding the macro view

1) Property Prices are Cyclical

But the Upcycle Years are Longer than the Down Cycle Years as a whole.

So try to buy during down cycle years.

2) Different Classes of Property Moves in Different Time Zones
In year 2006 just before the Subprime Crisis broke out in US there was a surge of Investors into the Singapore Real Estate Market. Prices of Landed Houses on Sentosa Island, condos in Orchard and The Sail in Marina Square & those in prime hot spots area skyrocketed upward!!

However, older condos in suburban districts & HDB flats did not participate in the boom. Only one Class of Property in Affluent zones were chased up, Up & UP. The rest were totally neglected.

And so all developers moved into High End Highly Expensive Real Estate to capture the higher & higher profits to the neglect of the masses.

Alas! Those who bought at the very peak in year 2007, just before the collapse triggered by the Lehman Brothers’ debacle, are still holding huge paper losses! Many have finally CUT LOSS by millions. And some Loss tens of millions – mostly foreign investors nursing their wounds now.

3) Different Region and even different Countries have boom & bust markets

In year 1996 just before the Asian Financial Crisis my wife & I visited Perth for a holiday (21 years ago). To our surprise we saw Perth a literal paradise on earth. Vast clean ocean. Crispy clear skies. Cool clean air. However, Perth was in the throes of depression. A 6,000 sq ft Bungalow fell to a low of A$120,000 only.

A 4 rm HDB Flat in 1996 Bkt Batok is worth S$300,000 each. As the exchange rate in 1996 for Sing & Aussie Dolllar were at par value then – S$300K = A$300K

A daring Singaporean should have sold his HDB Flat & migrate to Perth. With the CASH Proceed he could have bought 2 Perth Bungalows with A$60,000 to tide him over till he gets a job there.

Today in Singapore these 4 rm HDB Flats are worth S$500,000. But the 2 Aussie Bungalows have appreciated to A$1.5 Million each. For both it is worth a cool A$3 millions or 600% more than. So there exist opportunities everywhere at all times for Real Estate Investments. We sould sell high flyers & plough into depressed bargain regions! To do so we must be willing to buy into crisis or bust & sell into boom & euphoria!

4) There exist a Class of Very Undervalue Assets in Booming Iskandar RIGHT NOW!!

What are they? And Where to Invest?

To be continued…

Stay tuned

By Calvin Tan Research

2017-02-04 22:04

calvintaneng

Calvin answers part 2
5) During the Asian Financial Crisis property prices fell throughout Malaysia. However, no where else property prices crashed like Johor. Even when KL, Selangor & Penang property values recovered – the secondary house prices in Iskandar, Johor continued to drop and drop for 12 long years (From 1997 to 2009)
So while house prices in Bangsar Park (2 storey) is now valued at Rm2 millions a similar property in Johor Downtown CBD like Taman Pelangi is still available for only Rm600,000 a unit or a nice 70% Discount!!
This is not fiction but reality of life.
Anyone who own a house in KL or Penang can exchange his Rm2 million house & buy 3 in Johor CBD with extra Rm200,000 PURE CASH that will tide him over till he gets a job here or in Singapore. Of if he chooses to he could have rent out 2 houses for income and stay in one house. Then retired for life.
Why the overlooked opportunity?
Because in Iskandar many have pursued high end high rise condos for high profits to the total neglect of building landed houses!!
And these Landed Houses are overlooked by the masses seeking for high end condos promoted by the euphoric growth zone of boom areas. Now that there is a glut of condos the media again wrongly portray a bust in Iskandar’s property boom, Far from it. There is absolutely no glut in the demand for Landed Single & Double storey houses in Iskandar!
These are the powerful factors that will propel Johor House Prices for the next 10 to 20 years in an upward trajectory!!
1) FDI BEING THE HIGHEST WILL CREATE MILLIONS OF JOBS
It was the FDI in Shenzhen that drew in 11 Million people from all over China into Shenzhen – causing property prices to overtake even Hong Kong & Beijing!
History will be repeated here in Booming Iskandar!
2) THE SINGAPORE FACTOR
With hundreds of thousands of Johoreans earning Sing Dollars the purchasing power of Johoreans will rise up to match those of KL & Selangor. Thus with more population growth and limited amount of landed properties prices are bound to go higher & higher.
3) THE UNDERVALUATION FACTOR
Many who worked in Singapore & live in Johor are from Selangor, Penang & even from KL.
As they noticed the huge price difference between those in JB and KL it is only a matter of time they do the switch. Just like Shenzhen houses were priced at only a fraction to Beijing in Year 1980 to 1990s. Today Shenzhen house prices have overtaken those of Shanghai & Beijing.
4) THE SINGAPOREAN FACTOR
With ever increasing cost of living in Singapore more & more retiring seniors will move to Johor. In Taman Perling one Malay Singaporean Retiree couple just paid 18 months of rental fees upfront for a single storey house with 3 rooms 2 baths for a monthly rent of Rm1,100 (About S$350). It can park 3 cars easily. In Singapore a room in HDB would cost S$600 or Rm1,800 a month.
So with train connectivity enhanced expect a flood of Singaporeans buying or renting these cheap Johor houses. And with so much disposal income the businesses of Johor will boom & boom for years to come. To these Singaporeans every item price for price wise – is 70% to 80% cheaper than In Singapore.
5) SUPER GROWTH THAT WILL LEAD TO A SUPER DYNAMIC STATE!!
Rm170 BILLIONS FOR PENGERANG
Rm400 BILLIONS For FOREST CITY
EDUCITY
MEDICAL CITY
TOURISM HUB WITH LEGOLAND, HELLO SANRIO KITTY, JPO, DESARU 2 OCEAN PARKS. 2 SUNWAY PENDAS WORLD CLASS THEME PARKS & OTHERS
4 UP COMING MALLS : SOUTH KEY MEGA MALLS, PARADIGM MALLS, IKEA TEBRAU CITY (LARGEST IKEA IN ASIA), & CAPITAL CITY 21
ISLAMIC FINANCIAL DISTRICT IN MEDINI, IBRAHIM FINANCIAL DSTRICT IN JB CBD
HIGH SPEED RAIL (3 STATIONS IN JOHORE – Muar, Batu Pahat & Gerbang Nusajaya) & SPORE THOMPSON – JB MRT!
Whoever is discerning with a long term investment horizon should take this “Once in a Life Time Opportunity” & move to Iskandar now!
See this video
https://www.youtube.com/watch?v=cEVzwdvfLbk

2017-02-04 22:05

property

If buy first house got problem then buy property stocks. Choose those make money. Sure far cheaper. But make sure buy with cash not borrowed money or play contra. Because unsure how long current downturn can last.

2017-02-04 22:12

lizi

Can tell more?

OmManiPadmeHum Calvin, I think u didn't know what is going to happen 2 Singapore, it's going to lose its glamour soon.
04/02/2017 22:16

2017-02-04 22:22

calvintaneng

Posted by OmManiPadmeHum > Feb 4, 2017 10:16 PM | Report Abuse

Calvin, I think u didn't know what is going to happen 2 Singapore, it's going to lose its glamour soon.

Calvin thinks Singapore is now in recession. And going from bad to worst!

So more & more Singaporeans will stretch their Sing Dollar in Johor.

Last time when Canadian loonie was strong people from Canada crossed the border to shop & spent in the US. Then it reversed. US Dollar strong & Canadian loonie weakened. So people from USA crossed over to Canada to do shopping.

As Sing Dollar is so strong & ringgit so cheap & Singapore economy so bad expect a flood of Singaporeans to do their shopping in Johor.

And so Johor can only boom and boom

2017-02-04 22:23

稻田·* 粒粒芳香

Calvin boss..

U write comment like read bible so fast

2017-02-04 22:23

calvintaneng

Hi guys,

Just finished listening to this dynamic speech on Investment

Click & listen

https://www.youtube.com/watch?v=fsUgF9MnpxQ

2017-02-05 01:10

stockmanmy

calvin

the problem is no one ever measured their forecasts on a scientific basis.

if they do...they will find his forecast no better than chimps throwing darts.

2017-02-05 01:22

Seek

Hi, Calvin, good write up!
Two questions.
Security has improved in JB ?
Can Iskandar achieve 30% of Shenzhen?

2017-02-05 08:25

calvintaneng

Seek,

Iskandar is a much safer place today compared to last time.

Actually, I expected Iskandar to rise up like Shenzhen due to TPP. However, since Trump scrapped TPP I think Iskandar should rise go up due to the FDI already secured.

Will it achieve 30% of Shenzhen? I think it should be at least 50% with RAPID, HSR, FOREST CITY, EDUCITY, MEDICAL HUB, BIOPARK HUB, HALAL FOOD PARK HUB, TOURISM INDUSTRIES LIKE LEGOLAND, UPCOMING SUNWAY 2 THEME PARKS

Above all the shifting of Manufacturing entities from Singapore into Iskandar just like HK factories being moved to Shenzhen.

You can now see the huge traffic jams in many parts of Iskandar just like those of growing cities.

2017-02-05 09:00

calvintaneng

Canal through the Isthmus of Kra?

A waste of money for now due to these factors:

1. Crude oil is cheap. So the cost for shipping is low. See baltic dry index.

2. Shipping volume has dropped. Korea Hanjin Shipping gone bankrupt.

3. Trump impost tariff will cause world trade to decline further.

2017-02-05 09:50

calvintaneng

Actually, even if Canal through Isthmas of Kra is finally built Singapore will still do well for these very important factors:

1) Singapore being a free independent corruption free nation is the final destination for world's billionaires to park their monies. Hong Kong being under China rule is no longer a free sovereign government. Switzerland is also under scrutiny of tax evasion. So Singapore is moving up to World No. 1 as a Financial Centre.

Now if you look at expensive main roads in Major Cities you will notice that Banks & Financial Institutions are the only ones that can afford such high high rental. Why? Because Banks are like Cash Cow. They make more monies than other companies with the limited retail space.

So is New York, London & Shanghai being Financial Capitals. So the Trillions of Dollars parked in Spore will make Spore rich. Singapore is also a par excellence nation for VALUE CREATION. See how they move airports to Changi & all Seaports to Tuas - freeing up precious lands from Tanjung Pagar, Pasir Panjang to Keppel Harbor. These lands will be transformed into Rich People's enclave & playground just like in Monaco. And Singapore will be the Monaco of the Far East.

So the Per Capital Income of Singapore is on par with any first world nation on earth today. Johor being next to Singapore will also benefit from its wealth spill over. Pm Najib said that if Singapore is Manhatten Johor could be New Jersey

See

Monaco

http://www.ibtimes.co.uk/monaco-richest-place-earth-1454967

2017-02-05 10:15

Lk036

Congratulation Calvin, I think you got it right for Johor future, important is the brain. No matter how good the location if no brain kaput. Now they want turn Penang into kl. play a lot game n no logic development n thinking.

2017-02-05 10:51

Lk036

All important area already mark n look into by China. Bandar Malaysia, Johor, Melaka, Kuantan. Penang no need.

2017-02-05 10:53

Lk036

Calvin bro, another factor to consider in south Thailand kanal is terrorist.

2017-02-05 11:09

Seek

Thanks Calvin.
Spore to JB mrt target completion is 2026?
Same as the HSR?
That's a long way to go to benefit Iskandar n JB these few years.
Look like a long term investment for purchasing properties there!

2017-02-05 13:20

2017ks

currently people so hard to borrow money from bank how the property company going to make good profit ???

2017-02-05 15:49