THE INVESTMENT APPROACH OF CALVIN TAN

TANAH MAKMUR - LAND OF PROSPERITY (Part 2)

calvintaneng
Publish date: Mon, 04 Jan 2016, 04:20 AM
calvintaneng
0 1,863
Hi Guys,

I have An Investment Approach I which I would like to all.

A SUMMARY OF ITS SALIENT FACTORS

 

1) A DEEPLY UNDERVALUE SHARE.

NTA if Revalued is Over Rm5.00. At Rm5.00 TMakmur is selling at a Huge Discount of over 70% to Its NTA. A Huge Margin of Safety

 

2) EPS 14 or PER 10 For A Plantation Stock is Undemanding. If Rerated Like Glove Stocks at P/E 20 TMakmur Should trade at Rm2.80 - A Huge Upside Potential.

 

3) 2ND HIGHEST DIVIDEND YIELD STOCK IN KLSE

The Top 12 Dividend Yield Stocks according to TheEdgeDaily are as follows:

1) TASEK CORPORATION .................................9.64%

2) STAR OUBLICATION.......................................7.76%

3) PERSTIMA.......................................................7.10

4) CCM DUOPHARMA.........................................7.03

5) CLASSIC SCENIC............................................6.50

6) HAI-O ENTERPRISE.........................................6.44%

7) BERJAYA SPORTS TOTO....................................6.03%

8) CYL CORPORATION......................................5.85%

9) PANASONIC MANUFACTURING.....................5.77%

10) AMWAY HOLDINGS.......................................5.71%

11) UCHI TECHNOLOGIES..................................5.68%

12) BAT................................................................5.63%

The Closing Price of TMakmur last Thurday was Rm1.40. At 12 cents Dividend It is giving a Yield of 8.5%

The 2nd Highest Dividend Paying Stock after Tasek Cement in KLSE.

As the saying goes:

"A cow for its milk;

Bees for their honey.

A share by golly'

For its dividend yield."

 

4) 3 Multiple Streams of Income ensure future growth & increasing dividends

a) Increasing Price of Palm Oil Due to Ongoing El Nino. Palm Oil prices expected to trade between $2,500 to $3,000

b) Sale of Properties in Kota Sas (see www.kotasas.com.my/)

c) Highly Profitable Bauxide Mining. The banning of all illegal bauxide mining will spur export of TMakmur's bauxide further.

 

5 ) THE EL NINO EFFECT

The Current Ongoing EL NINO IS THE WORST IN A 100 YEARS. Just Like 1997/8 or 2007/8 Palm Oil Prices expected to spike upward in coming months. Palm Oil Counters will then come into Focus.

TMAKMUR WILL EMERGE TO  BE AMONG THE TOP INVESTMENT THEME STOCKS FOR PALM OIL

6) SEEING GREAT POTENTIAL INSIDERS & DIRECTORS ARE BUYING AND BUYING BY THE MILLIONS.

EASTSPRING INVESTMENT FUND IS ALSO IN TOP 26 MAJOR SHARE HOLDERS WITH 2.6 MILLION SHARES.

 

7) WITH SO MANY DEFENSIVE AND POSITIVE FACTORS CALVIN TAN RESEARCH HAS A TARGET PRICE OF RM2.80 FOR TMAKMUR (A POSSIBLE 100% UPSIDE)

 

TANAH MAKMUR - LAND OF PROSPERITY.

 

MAY ALL IN i3 INVESTORS' FORUM HAVE A HAPPY & VERY PROSPEROUS YEAR OF 2016

 

Regards,

 

Calvin Tan

www.eaglevisioninvest.com

 

 

 

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Discussions
1 person likes this. Showing 3 of 3 comments

calvintaneng

TMAKMUR

Buy call Rm1.38

Taken private at Rm1.90

Now buy TSH very cheap & it's worth more than Tmakmur in Value

2022-07-20 08:08

calvintaneng

The Revised Nta of Tsh Resources if revalued to current market value is a mind blowing Rm20.00

If you missed Tmakmur

You must not miss Tsh Resources

If Tmakmur is worth Rm1.90 with so little lands

Then Tsh is 10X more in Value

2024-07-06 11:24

calvintaneng

Yes

Tsh now full of value

Great potential

Missed Tmakmur?

Don't miss Tsh

No money?

Just sell others then switch to Tsh

2024-08-01 13:23

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