THE INVESTMENT APPROACH OF CALVIN TAN
CATALYSTS: FOR STOCKS TO GO UP THERE MUST BE STRONG CATALYSTS: THE MORE POWERFUL THE CATALYSTS THE MORE POWERFUL THE UPSURGE!
calvintaneng
Publish date: Mon, 17 Jun 2024, 07:30 AM
calvintaneng
0 1,831
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
We have been in i3 since September 2013 - about 11 years already
As one who has seen and lived through it all let Calvin tell you by Concrete Examples
FOR STOCKS TO GO UP IN POWERFUL BULL RUN THERE MUST BE "STRONG CATALYSTS",
STRONG CATALYSTS?
YES!
The First One Was Pm Corp
Dear friends of i3 Forum
We have been in i3 since September 2013 - about 11 years already
As one who has seen and lived through it all let Calvin tell you by Concrete Examples
FOR STOCKS TO GO UP IN POWERFUL BULL RUN THERE MUST BE "STRONG CATALYSTS",
STRONG CATALYSTS?
YES!
The First One Was Pm Corp
1.THE FIRST WAS PM CORP: CATALYST IS 8 SEN CASH PAYOUT!
Why Did Pm Corp Jumped from 9 Sen to 36 Sen? Up 400%
All because Pm Corp Sold Woodlands Factory & gave an 8 Sen Cash Payout
2. COLLAPSE OF RINGGIT AGAINST USD Made
MALAYSIA FURNITURE STOCK BULL RUN
IN 2014 When Ringgit Collapsed Agaist USD POHUAT or POWER HUAT JUMPED FROM RM1.28 to Rm3.80 (Up 200% in the Furniture Export Bull Run CATALYST!
3. GST CATALYST: MYEG UP
Concurrently in Year 2024 Govt Instituted GST and We Bought MY EG Or MY Emas Gold at Rm2.00
MYEG UP FROM RM2.00 To Rm4.00 & Split by Bonus
The Goods and Services Tax Act 2014 was repealed with effect from 1 September 2018. Notwithstanding, any liability arising under the GST Act will remain. In addition, many companies are still awaiting refunds of their outstanding GST input tax credit.
NEXT CATALYST WAS 2017 BUDGET
WE DOWNLOADED 30 PAGES OF 2017 BUDGET SPEECH
DISCOVERED GOVT GOING TO LAUNCH eE-COMMERCE (INVITED JACK MA) PLUS MILITARY SPENDING
DRB UP FROM 90 SEN TO RM2.70 (UP 200%)
PETRONAS RM30 BILLIONS FOR OGSE UPSTREAM POWERED UP CARIMIN, UZMA, PENERGY & DAYANG!
CARIMIN UP FROM 39 SEN TO RM1.48 (UP 379%)
CORONA VIRUS CAUSED MEDICAL GLOVES TO SKY ROCKET UP
SUPERMAX
ON APRIL 17TH 2020 WE BOUGHT SUPERMAX AT Rm1.73
THEN AS COVID 19 SPREAD & USA CLOSED ITS DOORS TO EUROPE SUPERMAX TURNED INTO SUPERMAN & POWERED TO OVER RM20.00 UP OVER 1,000%
WE MADE MORE THAN 1,000% PROFIT IN LESS THAN 5 MONTHS
AND NOW!!!
THE DC CENTER BULL OR SUPER BULL CATALYSTS
DELL CEO SAID DATA CENTER MUST INCREASE BY 100 X (TIMES) OR 10,000% FOR NEXT 10 YEARS TO MEET AI (ARTIFICIAL INTELLIGENCE DEMAND!)
THAT MEANS THAT CURRENT 10,000 DC WILL SEE ANOTHER 100,000 DATA CENTERS BEING BUILD WORLD WIDE!!
THAT COULD ONLY MEAN "THIS ONCE A GENERATION CATALYST POWER FOR JCY, NOTION & DUFU!"
BETTER HOLD TIGHT TIGHT
AND MORE
THE MOTHER OF ALL CATALYSTS
TNB GOING TO GIVE RM90 BILLIONS CAPEX FOR POWER TRANMISSION & RENEWABLE ENERGY!
THIS WILL BE THE BIG CATALYSTS FOR TRANSMISSION GRID STOCKS LIKE HEXCAP (0035) WHICH JUST BOUGHT 49% OF TRANSGRID VENTURES
IF PETRONAS RM30 BILLIONS CATALYST COULD PROPEL OGSE STOCKS UP 100% TO 500%
THEN TNB RM90 BILLIONS (3 TIMES MORE) WILL PROPEL POWER TRANSMISSION STOCKS MUCH HIGHER
FROM SMALL CATALYSTS (PM CORP, MY EG GST) TO MEDIUM CATALYST (FURNITURE & OGSE) TO BIG CATALYST (CORONAVIRUS TO AI & DC CENTERS & TNB RM90 BILLIONS FOR POWER TRANSMISSION
WE THINK THESE WILL DO SUPERB
JCY, NOTION & DUFU FOR HDD/SSD BULL RUN
HEXCAP FOR TNB RM90 BILLIONS CATALYST JOBS
TRANSGRID VENTURES = TREMENDOUS GRIP ON TNB PROJECTS
Warmest Regards
Calvin Tan
Please buy or sell after doing your own due diligence or Consult Your Remisier/Fund Manager
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Discussions
1 person likes this. Showing 29 of 29 comments
CATALYST FOR HEXCAP
TNB RM90 BILLIONS CAPEX FROM 2025 TO 2030
FIBER OPTIC DEMAND BY NEW DC CENTER ALL THROUGH 2024/25/26/27 ETC IN MALAYSIA
1 week ago
NEWTONIAN LAW OF MOTION EXPLAIN
CATALYSTS FOR MOVEMENT
IT ALSO APPLY TO STOCK MOVEMENT
https://www.youtube.com/watch?v=2nUuvm5H12Q
1 week ago
TNB Jobs in the offing for THETA EDGE?
The Board of Directors of the Company wishes to update that Theta Edge had appointed KEC INTL and KEC Malaysia as the principal / technical partner for TNB Vendor Pre-Qualification Assessment for Contractor for the Grid Project for "Pre-Q Substation, Pre-Q Overhead Lines & Pre-Q Underground Cables" for Tenaga Nasional Berhad.
The Pre-Q assessment was submitted in April 2024, and the 1st Technical Clarification was submitted in May 2024.
The Company will make the appropriate announcement if there is any material development.
This announcement is dated 30 May 2024.
1 week ago
Repost:
Hi Calvin,
I am not familiar with HDD and SSD production and its components.
Would you help to explain whether the highest capacity NAND flash memory new die would increases or decreases the number (units) of SSD production?
Thank you.
calvintaneng
54,052 posts
Posted by calvintaneng > 19 hours ago | Report Abuse
https://www.pcgamesn.com/wd/high-capacity-ssd-tech
Great news for Jcy
Jcy got both Hdd & Ssd
1 week ago
StartofTheBull
I think the best persons to answer your question is to call up person-in-charge for PR of Jcy tomorrow when they office open
1 week ago
I have not decided to buy back JCY again. I thought you can answer my question because you mentioned the below link is great news for JCY.
Anyway, it is OK. Thank you.
calvintaneng
54,052 posts
Posted by calvintaneng > 19 hours ago | Report Abuse
https://www.pcgamesn.com/wd/high-capacity-ssd-tech
Great news for Jcy
Jcy got both Hdd & Ssd
calvintaneng
54,081 posts
Posted by calvintaneng > 1 hour ago | Report Abuse
StartofTheBull
I think the best persons to answer your question is to call up person-in-charge for PR of Jcy tomorrow when they office open
1 week ago
Thank you
Already know Jcy said they shipped extra HDD/SSD by 3%
but profit is up due to higher quality and higher value by extra 22%
As Western Digital go upscale it will definitely benefit Jcy more as it is also into SSD manufacturing
1 week ago
Volume shipped increased by
3%
But gain in extra Value by 22%
this is very opposite from the law of diminishing returns experience by Yinson
the more they sell the less they get
for Jcy the less they sell already more profit
if Jcy scale up production ?
Profits can go 🚀 🚀 🚀
1 week ago
The NAND flash chips used in today’s SSDs usually contain several dies in one package. For example, our current favorite budget SSD, the 2TB WD Blue SN580, has one chip package containing 16 1Tb (128GB) dies. Bump that die capacity up to 2Tb, and the same structure would give you 4TB in a single chip.
*********
Is this also mean that WD is able to make one (1) piece of SSD in the future with the same capacity for two (2) pieces of SSD at present?
1 week ago
Could be
they can make them smaller but with higher technology they will be able to miniaturize and pack even more capacity
that is how doing less for more
1 week ago
I remember buying the 1st satellite handphone in1992 and my it was very heavy about several kg and today we have pocket sized phone
so times do change and improve
1 week ago
Goldberg
set your sight further
KEC int only got smallish jobs
Transgrid Ventures won many big jobs including Menara 118 the Tallest Building in Malaysia
when you catch fish don't go for anchovies but grouper or blue fin tuna
1 week ago
"smaller but with higher technology they will be able to miniaturize and pack even more capacity"
********
Exactly, so higher capacity is applied to the more advance memory chip for smaller SSD in size, so it would not increase the number of SSD to be produced.
1 week ago
Exactly
Do only 3% extra work
earn extra profit by 22%
so Jcy now 7 time more productive
at this rate it will play catch up with Nvidia earning 74% profit from every sale
and since HDD/SSD production is very labour intensive the savings from manpower will amplify the profits
1 week ago
Western Digital. The company, often known as WD, unveiled an industry first at a recent investor’s conference, showing off a high-capacity memory die that’s dwarfed by a human fingertip.
This is a new technology
Will need substantial new investment of many millions RM
Existing SSD HDD machinery will be rendered obsolete
Obsolete and will b impaired to RM 0 written off
1 week ago
... that’s dwarfed by a human fingertip.
So small no need for big piece of land to house
1 week ago
There is a time factor for change
Hdd first started by Ibm in year 1956 or 68 years ago to see change
You will be most probably be over 100 years old before Hdd/Ssd is phased out
I think better put off your unnecessary as even now Seagate and Western Digital don't have enough Hdd/Ssd parts and already raised prices by 20% and will increase more and more
So don't just talk and let the superbull run away
1 week ago
Theta Edge partners India’s KEC International to bid for TNB grid projects
heedgemalaysia.com
KUALA LUMPUR : Theta Edge Bhd said it has teamed up with India-based power transmission giant KEC International Ltd in bidding for Tenaga Nasional Bhd’s (TNB) future grid projects.
The information technology services provider said it inked a Memorandum of Understanding (MOU) with KEC International and its Malaysian unit KEC International (M) Sdn Bhd (KEC Malaysia) to submit a contractor prequalification assessment related to grid infrastructure work via a joint venture partnership.
Under the MOU, the parties intend to submit their application for prequalification and appoint either KEC International or KEC Malaysia as the subcontractor to Theta Edge for providing supply and installation solutions for power transmission infrastructure.
1 week ago
https://youtu.be/KaEfG_R3Rlc?feature=shared
Stick with Transgrid Venture the home grown success story of Power Grid and Substation supplier for Tnb
1 week ago
@calvin
Calvin since i m active in this i3 site, since few days ago, just want to know who are the strong competitors to hexcap???
1 week ago
No strong ones that i know of
Average to below average are Jt group and Mn holding
Both with less cash and less assets than Hexcap have been chased up too high
Only Hexcap is the laggard with more value
1 week ago
Good morning Speakup
palm oil theme is still my Top priority all along 🌴🌴🌴 🔥🔥🔥
Eagle Vision First Mover sees more new members joining
Are you in Eagle Group
For now we are in Hexcap, Jcy, Notion and Dufu due to the DC (Data Center) and Ai bull run theme
But our holdings at its Core is still palm oil 🌴🌴🌴 🔥🔥🔥
1 week ago
PANG 72
See this
Posted by tankahban > 13 hours ago | Report Abuse
RM 90 billion capex is a huge,
say 20% awarded to Transgrid = 90 billion x 20% = RM 18 billion in 6 years
Hexcap owned 49% of the Transgrid = RM 18 billion x 49% = RM 8.82 billion
Assumpt the profit margin is 18% = RM 8.82 billion x 18% = RM 1.59 billion profit before tax
RM 1.59b divided by 6 years = RM 265 million profit annually
RM 265 million / 447 million NOS = RM 0.59/ share
RM 0.59 x 10 PE = RM 5.90
For Transgrid One Engine, exclude Opcom, Binacom
1 week ago
Wow smallcap index diving down, what happened, is it because malaysia joining BRICS??
IS JOINING BRICS A GOOD MOVE???
1 week ago
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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
CATALYST FOR JCY, NOTION & DUFU
AI (AIRTIFICIAL INTELLIGENCE) & DATA CENTER DEMAND
WILL NEED ANOTHER 100X (TIMES) OR 10,000% INCREASE OF HDD ACCORDING TO DELL CEO
1 week ago