You guys think you are so clever and can be our teachers?

Think again

https://klse.i3investor.com/web/forum/forum-thread/600093769

Short term only kseng did better

Longer term Tsh will do better

For now kseng lands left are in inferior location at the fringe of kota masai and kangkar pulai

Ecoworld and Mahsing built and overbuilt in kota masai no good for kseng

Its kangkar pulai lands impacted by Scientex throwing prices
So kseng has limited growth

As for Tsh its bulugan lands if sold will see Rm221 mil in

If not land price now worth Rm25 psf (from 38 sen)

Its Bongan lands going 🚀🚀🚀

RSAWIT GOT LOTS OF LANDS IN STUNGKOR, KUCHING DISTRICT

SOME FURTHER THOUGHTS ON RSAWIT (5113) Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157022312-SOME_FURTHER_THOUGHTS_ON_RSAWIT_5113_Calvin_Tan

Nothing wrong with Jtiasa
Reason drop is Genine selling

Let them sell first
We will buy cheap


For now stay safe in Tsh & Rsawit (hold Jtiasa )

HDD/SSD demand is from Seagate/Western Digital & Toshiba

10,000 DATA CENTERS Seving 8 Billion people (Nvidia only a small drop)

https://www.datacenterdynamics.com/en/news/

SARAWAK ALREADY OVERTAKEN JOHOR IN FDI



Lots of Lands in Johor have been sold to Data Centers

Now we will see the Same being done in SARAWAK

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157022312-SOME_FURTHER_THOUGHTS_ON_RSAWIT_5113_Calvin_Tan

SARAWAK ALREADY OVERTAKEN JOHOR IN FDI



Lots of Lands in Johor have been sold to Data Centers

Now we will see the Same being done in SARAWAK

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157022312-SOME_FURTHER_THOUGHTS_ON_RSAWIT_5113_Calvin_Tan

SARAWAK ALREADY OVERTAKEN JOHOR IN FDI



Lots of Lands in Johor have been sold to Data Centers

Now we will see the Same being done in SARAWAK

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157022312-SOME_FURTHER_THOUGHTS_ON_RSAWIT_5113_Calvin_Tan

SARAWAK ALREADY OVERTAKEN JOHOR IN FDI



Lots of Lands in Johor have been sold to Data Centers

Now we will see the Same being done in SARAWAK

Speakup
Wait till Genine sell off all its Jtiasa first

For now Rsawit very undervalue & Directors bought from 23 sen, 24.5 sen & up to 27 sen

SOME FURTHER THOUGHTS ON RSAWIT (5113) Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157022312-SOME_FURTHER_THOUGHTS_ON_RSAWIT_5113_Calvin_Tan

No need any show at all

RSAWIT will follow Bplant example

Full of Value

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-04-12-story-h1563301593-PALM_OIL_JEWEL_BPLANT_OR_BOUSTEAD_PLANTATION_5254_BPLANT_HAS_DEEP_VALUE

https://theedgemalaysia.com/node/695046

Lots of Bangla in JCY Factory

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

WITH TNB RM90 BILLION CAPEX
PLUS FIBER OPTIC SALE TO DATA CENTER

HEXCAP GOT SAFE EARNING VISIBILTY

TRUMP WINNING 2024 & FED CUTTING INTEREST RATE: THE IMPLICATION & RAMIFICATION FOR STOCKS AHEAD, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157023056-TRUMP_WINNING_2024_FED_CUTTING_INTEREST_RATE_THE_IMPLICATION_RAMIFICATI

DUFU IS A HDD LAGGARD
BEST VALUE AND VERY SAFE

TRUMP WINNING 2024 & FED CUTTING INTEREST RATE: THE IMPLICATION & RAMIFICATION FOR STOCKS AHEAD, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157023056-TRUMP_WINNING_2024_FED_CUTTING_INTEREST_RATE_THE_IMPLICATION_RAMIFICATI

NOTION IS SAFE

TRUMP WINNING 2024 & FED CUTTING INTEREST RATE: THE IMPLICATION & RAMIFICATION FOR STOCKS AHEAD, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157023056-TRUMP_WINNING_2024_FED_CUTTING_INTEREST_RATE_THE_IMPLICATION_RAMIFICATI

JCY IS WELL PROTECTED

TRUMP WINNING 2024 & FED CUTTING INTEREST RATE: THE IMPLICATION & RAMIFICATION FOR STOCKS AHEAD, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157023056-TRUMP_WINNING_2024_FED_CUTTING_INTEREST_RATE_THE_IMPLICATION_RAMIFICATI

TRUMP WINNING 2024 & FED CUTTING INTEREST RATE: THE IMPLICATION & RAMIFICATION FOR STOCKS AHEAD, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157023056-TRUMP_WINNING_2024_FED_CUTTING_INTEREST_RATE_THE_IMPLICATION_RAMIFICATI

RSAWIT IS A VALUE LAGGARD
VERY SAFE

TRUMP WINNING 2024 & FED CUTTING INTEREST RATE: THE IMPLICATION & RAMIFICATION FOR STOCKS AHEAD, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157023056-TRUMP_WINNING_2024_FED_CUTTING_INTEREST_RATE_THE_IMPLICATION_RAMIFICATI


BUY TSH AS IT IS NOW VERY SAFE & FULL OF VALUE

Good news

Whoever win dual 5G must buy optic fiber
https://www.thestar.com.my/business/business-news/2024/07/11/all-eyes-on-tm-maxis-to-lead-in-second-5g-network

From now Rsawit is showing both active and passive income

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-03-story-h-182016934-PALM_OIL_COMPANIES_GOT_2_INCOMES_THE_ACTIVE_INCOME_PASSIVE_INCOME_OF_A_

See now Rsawit is showing both active and passive income

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-03-story-h-182016934-PALM_OIL_COMPANIES_GOT_2_INCOMES_THE_ACTIVE_INCOME_PASSIVE_INCOME_OF_A_

Post removed.Why?

Phase one of Ikn Nusantara ready soon

phase two is Fdi from investors

https://www.thestar.com.my/aseanplus/aseanplus-news/2024/07/10/indonesia039s-jokowi-to-discuss-investment-prospects-with-property-tycoon-in-abu-dhabi

Rm97 millions job award only the appetizer

The main course will be in Billions Rm project from Tnb

And also Billions from fiber optic

So hold tight

Very good news

Hexcap got Rm97 Millions job awards

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3463392

So Jcy got Usd1 Trillion dollar sales exposure

https://www.datacenterdynamics.com/en/news/goldman-sachs-1tn-to-be-spent-on-ai-data-centers-chips-and-utility-upgrades-with-little-to-show-for-it-so-far/

Trough seagate and western digital

Jcy hdd parts and Ssd parts are sold to the entire planet earth Data Centers

https://www.datacenterknowledge.com/data-center-construction/new-data-center-developments-july-2024

Post removed.Why?

For Aug 2024 Rsawit will also see improved earnings from Ffb as shown by Ffb harvested for april and may to cross 20,000 tonnes both months

Since Two assets were sold for Rm165 millions (cash received)

The 88% profit amount to Rm77 millions

It will show up in Nov 2024 results as 3.77 sen gain

Asset disposal of Sabah estates

Rm248 mil

Asset disposal of Bulugan estate Rm731.09 millions

Just these two will get almost Rm1 billion in cash

That is why Tsh's balance sheet so clean now

Post removed.Why?

More evidence of turnaround

MD (Managing Director) buying Rsawit shares with his own hard earned money

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-04-story-h-181985958-RSAWIT_MD_Managing_Director_Walks_His_Talks_HE_HAS_BOUGHT_ENOUGH_RSAWIT

Evidence of turnaround

Internal change

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-06-story-h-184606605-Rimbunan_Sawit_to_beef_up_crop_production_and_yield_By_JACK_WONG_Calvin

Also a cyclical..


Buy when it turns from rotten to mediocre

https://youtu.be/hCSD5zbNxeQ?si=ifPuJq6HjyV8Oe7e

In Peter Lynch's 6 category of stocks

Turnarounds are very powerful

https://youtu.be/DYyLrrQ0Os4?si=tTB9qyr0c-DqYjI1

That was last time

Now MD has come out to say they will change for the better

Under Abang Jo

Kuching is fast developing

https://youtu.be/PdCucahAopY?si=xv-svwMIzPwlkFCT

Hexcap when it was Opcom highest was Rm1.79

Now 4 in one power 🚀

Should go much higher

https://theedgemalaysia.com/node/718555

Notion in motion

Powered by Tech

https://theedgemalaysia.com/node/718555

Dufu rushing with day and night shift

🚀 Demand for Hdd rockets up

https://theedgemalaysia.com/node/718555

Powerful rally in Nasdaq

Western Digital, Seagate and Nvidia Jumped 🚀

https://theedgemalaysia.com/node/718555

Thank you Albukhary

You have survived long in i3
May you prosper now and stay safe

All rebounded

potential for Hexcap's Transgrid Ventures good

see

https://montelnews.com/news/78cabaee-ef5f-49e0-a147-eadcb4df5059/eu-data-centre-surge-set-to-pressure-grid-capacity-experts

Rsawit will be the next Bplant

Eagle Group replaced Bplant with Rsawit as a Top pick among 🌴

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-10-story-h-157077952-RSAWIT_5113_Evidences_of_a_Powerful_Turnaround_Palm_Oil_Stock_you_shoul

In year 2021 we discovered Bplant lands in Tasek Gelugor was undervalue as Scientex paid much higher prices for lands nearby

So now we see Rsawit lands in Kuching Division only Rm1,523 per acre compared to what Naim sold at Rm500,000 an acre

This Rsawit will follow the unlocking of value like Bplant as Sarawak now in hands of pro-active leadership

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-04-12-story-h1563301593-PALM_OIL_JEWEL_BPLANT_OR_BOUSTEAD_PLANTATION_5254_BPLANT_HAS_DEEP_VALUE

Gooi Seong Gum

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-10-story-h-157077952-RSAWIT_5113_Evidences_of_a_Powerful_Turnaround_Palm_Oil_Stock_you_shoul

Gooi Seong Gum
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-10-story-h-157077952-RSAWIT_5113_Evidences_of_a_Powerful_Turnaround_Palm_Oil_Stock_you_shoul