THE INVESTMENT APPROACH OF CALVIN TAN
MRCB - SEE BEYOND RIGHTS ISSUE TO THE TOD FOR BANDAR MALAYSIA (Calvin Tan Research)
calvintaneng
Publish date: Thu, 03 Aug 2017, 01:36 AM
calvintaneng
0 1,849
Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
Dear Friends of i3 Forum,
When MRCB received RI for a Cash Call to finance Bkt Jalil Stadium Construction - the Market responded in dismay and sold down MRCB Shares immediately!
Why?
Because RI is bad for MRCB. And people have reacted negatively & given up hope.
Ha! Precisely when people gave up hope for the wrong reason & sold at the wrong time that drew Calvin's attention
See Calvin's Mission Statement in i3 Forum:
As the eagle flies above storm clouds Calvin is not afraid of market/stock crashes. In fact Calvin welcomes them. Because we are to be fearful when others are greedy & to be greedy when others are now fearfully selling MRCB shares due to ignorance.
Why is Calvin bullish on MRCB?
These are my answers:
1) GE14 Election Year will Boost Govt Linked Stock like MRCB
This is no ordinary year. This is the most crucial election year in Malaysian History. This is also a do or die battle for the BN Govt. So win they must at all costs. And BN has already powered up DRB shares from 92 sen to a high of Rm1.86. Lately, BN has pumped monies into the pockets of Felda Farmers to boost their morale. And so MRCB will also not be neglected.
2) INSIDERS HAVE BOUGHT UP MRCB SHARES THROUGH ESOS AT RM1.30
So MRCB share price has fallen below Insiders buying price now. We get them cheaper than Insiders/Directors ESOS price of Rm1.30
This is indeed a happy turn of event for Value Investors
3) MRCB IS OWNED BY EPF. And EPF has been called to do National Service to help the Malaysian Govt by supporting the cost and construction of Bkt Jalil Stadium.
So while MRCB suffered price sold down by the distrusting shareholders Govt has something in Store for MRCB?
For every cloud there is a silver lining. So we think for this unduly & untimely sell down there is a coming windfall unbeknownst to ignorant & myopic shareholders.
Let me illustrate
During the Batlle of Waterloo (the decisive battle in Europe) between Napolean & Nelson, one very Savvy Investor sent a pigeon ahead by spy into the battlefield (in those days there were no telegraph, telephone or tv or even radio) they have only horses & pigeons.
Pigeons? YESS!
When news came out from the battlefield that Napolean had lost the battle the spy released the homing pigeon which carried the secret news to the Briitish Investor. And he was a man of great Prominent in those times.
Upon receiving the "News First" - the next day he did a very sly thing. Knowing that the people of England followed his every move in the Stock Market he first signalled a "Strong Sell" & let the people "know" of his "huge" sell down.
As the people received "news" that he was selling they thought Napolean had won & Nelson had lost the battle - SO THE STUPID MISLED CROWD DUMPED SHARES LIKE NO TOMORROW! The Market Crashed and
AND?
AND THE SAVVY INVESTOR WITH PRIVY KNOWLEDGE SCOOPED UP ALL THE OVERSOLD SHARES GLEEFULLY!!
After that News Broke Out That NELSON HAD WON THE WAR! THE MARKET SKYROCKETED IN FRENZY & THE SAVVY INVESTOR UNLOADED HIS SHARES AND EARNED A HUGE FORTUNE THAT VERY DAY!!
Now is there something yet :unknown" to the ignorant crowd who sold down MRCB Shares in panic?
WHAT IS IN STORE FOR MRCB?
THE ANSWER COULD BE THIS
AS THIS IS GE14 ELECTION YEAR & INSIDERS HAVE BOUGHT MRCB THROUGH ESOS AT RM1.30 GOVT IS ASKING MRCB TO RAISE CASH FOR A MASSIVE JOB AWARD FROM THE ICONIC "BANDAR MALAYSIA"
THERE IS NO OTHER MALAYSIAN ENTITY MORE QUALIFIED THAN MRCB IN BUILDING TOD
TOD OR "TRANSIT ORIENTED DEVELOPMENTS"
SO LET US WAIT FOR THE IMPENDING GOOD NEWS TO ARRIVE.
Meanwhile Calvin & Johor Buddies have turned bullish on MRCB
MRCB?
MASSIVE
RUSHING
CHARGING
BULL
Warm regards
Calvin Tan Research
Singapore
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Discussions
1 person likes this. Showing 23 of 23 comments
Good morning,
The investment maxim
LÖCATION. LÖCATION. LÖCATION
APPLIES TO ALL TOD OF MRCB.
TODS ARE SOME OF THE MOST SUCCESSFUL BUSINESS ENTERPRISES EVERYWHERE IN THE WORLD.
WHERE MASSES OF PEOPLE CONVERGE THE BOOM IS AT ITS BEST.
SOME OF THE MOST EXPENSIVE SHOPS IN HONG KONG ARE THOSE LOCATED NEAR CHINA BORDER WHERE ENDLESS NUMBERS OF PEOPLE MUST PASS THROUGH
SO IS SINGAPORE. THE BOON LAY JURONG POINT MRT CUM BUS CUM TAXI HUB IS MOST SUCCESSFUL. SO IS CHANGI INTERNATIONAL AIR HUB.
ACROSS JB IS JB SENTRAL WHERE HUGE NUMBERS OF MALAYSIANS CROSS OVER DAILY TO SINGAPORE WOODLANDS.
TO SEE HOW IMPORTANT IS TOD JUST VISIT THE 7 ELEVEN STORE LOCATED AT JB SENTRAL.
ACCORDING TO THE STAFF THE RENT FOR A 7 ELEVEN STORE HERE IS THE MOST EXPENSIVE.
BUT HERE ON A TYPICAL DAY THE TURNOVER OF GOODS TOUCHED RM50,000!!!
A NORMAL SEVEN ELEVEN OUTLET SELLS BETWEEN RM4,000 TO RM5,000 WORTH OF GOODS.
GOOD ONES CAN SELL BETWEEN RM8,000 TO RM10,000 WORTH OF GOODS A DAY.
EXCEPTIONAL ONES SELL UP TO RM20,000 A DAY.
BUT THE SEVEN ELEVEN STORE IN JB SENTRAL SELLS UP TO A WHOPPING RM50,000 WORTH OF GOODS A DAY!!!
THE VAST MOVEMENTS OF ENDLESS STREAMS OF PEOPLE MADE IT SO!!!
SO BANDAR MALAYSIA BEING THE MOTHER TOD OF ALL TODS IS A GLITTERING GEM FOR ITS FANTASTIC LOCATION!!
WHOEVER HAS IT WILL BE HOLDING A POSITION OF IMMENSE VALUE TO CENTURIES TO COME!!
AND WATCH OUT!!!
MRCB GOING TO PLAY BIG TIME THERE!!!
2017-08-03 08:25
What were some other prized locations?
The SILK ROUTE FROM CHINA TO EUROPE IN ANCIENT TIMES. MARCO POLO USED IT.
TODAY IS THE ISLAND OF SINGAPORE.
THE SUEZ CANAL WHICH SHORTEN TRAVEL TIME FROM ASIA TO EUROPE.
NEARER HERE WE HAVE THE GOLDEN TRIANGLE IN BKT BINTANG WHERE HAPPENING THINGS ARE FOUND HERE.
SO IS THE ROAD THAT LINKS GOMBAK TO GENTING, BKT TINGGI AND ALL THE WAY TO KUANTAN.
SEE HOW MTD TOOK MTD INFRAR PRIVATE BECAUSE OF THE MONOPOLY IN GOMBAK TOLL?
SO WILL BE BANDAR MALAYSIA.
2017-08-03 09:02
Last round people sold down Drb due to Proton losses. That was a structural problem. And problem was solved when Govt brought in Geely
Now why people sell down MRCB. The problem is not structural but a one off event due to financing of Bkt Jalil Stadium.
And it was not Mrcb's problem. It was the Government problem. So solve problem for Govt and got what in return?
BANDAR MALAYSIA OF COURSE!!!
2017-08-03 09:22
Donations to help support Mah and Wong can be made to the Kechara Soup Kitchen at Maybank a/c: 512231-334874.
[ go to freemalaysiatoday for details]
2017-08-04 21:41
Posted by newbie92 > Aug 4, 2017 11:10 PM | Report Abuse
Hi Calvin, buy mother or wa better?
Buy mother for longer term growth.This is a more conservative approach. Wa is more speculative. But if market is crazy wa will make more. At this juncture hard to tell. Maybe buy both mother & wa. But do it in moderation.
2017-08-04 23:41
VERY GOOD NEWS. GE14 DRAWING NEAR.
AND MRCB GOT TWO JOB AWARDS AT ONCE.
A NICE AWARD FOR BANDAR MALAYSIA WILL SEE MRCB GO LIMIT UP!!
2017-08-16 00:44
Wah...so call stock expert come out again...but -0.40% in bull market...shame
2017-08-16 01:18
Posted by John Lu > Aug 16, 2017 01:18 AM | Report Abuse
Wah...so call stock expert come out again...but -0.40% in bull market...shame
In bull market who said these sorrowful words
SEE
John Lu Alamak!!!
28/11/2016 18:50
John Lu Buy buy buy melewar...jangan tak beli
29/11/2016 14:31
John Lu I am bleeding on Melewar
01/12/2016 09:56
2017-08-16 01:21
See
Govt already caused DRB to go up more than 100% from 92 sen to a high of Rm1.86
How?
Getting DRB to buy 53.5% of POS
Getting Jackma to Launch ECommerce to boost POS/DRB
Getting Geely to go JV with Proton
NOW IS MRCB's TURN
Just watch carefully
BETTER STILL!!
DON'T JUST WATCH PASSIVELY AND MISS MRCB BULL RUN TIME
BUY SOME. TAKE POSITION NOW WHILE CHEAP. AND RIDE THE COMING WAVE
2017-08-16 01:27
No need if MRCB Partners with China Co in JV. China Co could provide the fund.
2017-08-16 01:43
No free money. But China Co will provide the funding but share in the subsequent profit later
2017-08-16 01:51
Posted by John Lu > Aug 16, 2017 01:55 AM | Report Abuse
LOL..talk like god but result -0.4% rank 220 in bull market...why har?
In bull market who said these sorrowful words
SEE
John Lu Alamak!!!
28/11/2016 18:50
John Lu Buy buy buy melewar...jangan tak beli
29/11/2016 14:31
John Lu I am bleeding on Melewar
01/12/2016 09:56
2017-08-16 01:57
If MRCB is so good, why price drop such extend ? Purely because RI ?
I am concern of very low construction margin and property glut in major cities which will affect MRCB's earning in next few years.
2017-08-16 06:19
Government already rewarded MRCB by exchanging the plots of land surrounding Bukit Jalil for the stadium refurbishment. In addition, EPF actually bought more shares in the JV. However, this does not stop MRCB from going down everyday. Even with the 2 contracts award, it's only a booster jab. Today MRCB dropped back 3 sen and below 1.20 again. The negative sentiment about the RI is too much to bear and no good news can actually withstand it.
The only best thing that MRCB can do now is to expedite the price fixing and get the RI done ASAP. The longer it lingers around this RI proposal, the lower the share price would be. It has been 3 months and MRCB still cant the RI executed though the approval was given in early July by the authorities. THIS IS SO SLOW!!!!
2017-08-18 00:21
MRCB COULD BE WAITING ONE OR MORE OF THESE:
1. JOB AWARD FOR BANDAR MALAYSIA
2. HIGH SPEED RAIL
3. ECER Rm55 BILLION JOB AWARD
4. SALE OF EDL TOLL TO EPF
5. MONEYTISE MORE ASSETS BY DISPOSAL
6. SOME FURTHER NEW SURPRISES FOR MRCB
7. IF ALL CONVERGE AT ONE TIME MRCB WILL DOUBLE LIMIT UP TO OVER RM2.00
2017-08-18 21:08
NOTE:
IF DRB WITH SO BLEAK PROSPECT OF LOSSES FROM PROTON DROPPED TO RM92 SEN. AND BN GOVT PUSHED IT TO A HIGH OF RM1.86(Up more than 100%
SEE WHAT BN GOVT CAN DO FOR MRCB?
DO WONDERS, OF COURSE!!
2017-08-18 21:11
Whats your comment on this:
https://online.capitalcube.com/#!/stock/my/malaysia/1651
Especially:
1651-MY seems too levered to raise additional debt.
2017-10-30 17:35
Post a Comment
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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
https://www.mrcb.com.my/
2017-08-03 01:46