Posted by stockmanmy > 2017-03-04 16:57 | Report Abuse

Geely has 108 tricks.

Posted by calvintaneng > 2017-03-04 19:20 | Report Abuse

Far from it

Calvin's faith in DRB is holding firm.

DRB's boss Syed Moktar is a very clever UNMO Veteran

I saw PTP acquiring those Gelang Patah lands for I think, about Rm100K per acres near PTP Port. Today they are worth many millions today.

I also saw Syed Moktar took over UM Land which develops Bandar Sri Alam. The Show Office in Bandar Sri Alam is an example of a First Class Company.

And this delay with Geely & PSA might be due to the utilization of Proton City Lands

The land value alone of those 55.44 million sf or 1,200 acres of industrial lands are worth Rm2.5 billions today. Not counting the facilities already built. (If only Felicity knows what facilities Proton built!) DRB already sacrificed the JV with Malakoff to develop solar cells on these prime lands.

Another treasure is LOTUS. How much is LOTUS worth on its own?

Only DRB & Syed Moktar are privy to these real reasons


One more thing.

Just like those who missed Pm Corp just because they thought Pm Corp was only chocolates when Chocolates was only a small part of Pm Corp's overall businesses.

So Proton is only one aspect of DRB

Others are

Puspakom (A Cash Cow)

POS Office (200 year history. Another monopoly. Cash cow.)

Bank Maumalat (Islamic Pawn Shop) Legalized Ah Long like RceCap

11 Pieces of Land banks (Each piece worth multiple millions/ billions)

Resorts

Logistics

Cleantech business

Others. Motorbikes. For modenas, yamaha etc etc

Defense Tanks 8x8 wheels

Others.

So don't be myopic with tunnel vision.

SEE the whole PICTURE

AND THIS YEAR IS GE14 YEAR.

Posted by yewniengwei2693 > 2017-03-04 20:44 | Report Abuse

Proton now need to potong become eunuch already. So better sell now.

Posted by calvintaneng > 2017-03-04 21:36 | Report Abuse

I think since Geely already made a success out of Volvo the next best move would be using LOTUS Technology to capture the Sports Car Market


A normal car made only 6% to 8% while a high performance car can make 16% to 18% profit

And with huge 1 over billion population in China there is economy of scale

http://www.dw.com/en/big-carmakers-big-profits/a-19480709

https://www.youtube.com/watch?v=eM7TiNAjIfE

So Geely needs Proton's Lotus more than Proton needs Geely

Peugeot is better selling bread & butter cars.

So entering the 10 ASEAN nations without tariff will be an opportune moment to expand into the Far East.
04/03/2017 20:48

Posted by calvintaneng > 2017-03-04 21:54 | Report Abuse

Posted by ks55 > Mar 4, 2017 09:46 PM | Report Abuse

@calvintaneng --
DRBHCOM at 1.40 good to hold? Good to sell (take profit)?
Definitely I won't buy at 1.40

What do you think?

ks55

If monday Drb got any sell down I am looking forward to buy more. If you are not comfortable you may consider Dutaland or Cbip as the next thematic play will be CPO due to recurring El Nino next few months

Posted by calvintaneng > 2017-03-04 23:57 | Report Abuse

Posted by ks55 > Mar 4, 2017 11:54 PM | Report Abuse

Mulpha 20.5 sen did you buy any?
I bought lorry load. Start selling starting 26.5 sen.

Buy until no more bullets then. So I told one rich Johor buddy to load up. Now when I see him he is grinning from ear to ear.

Posted by Berkat > 2017-03-05 00:12 | Report Abuse

good sharing dudes