Posted by calvintaneng > 2017-07-24 23:01 | Report Abuse

Theedgedaily already missed the Jackma Ecommerce and logistic bull theme for 1H 2017.

Now for 2H 2017 Thematic play will revolve around Tg Malim Proton City theme play stocks like Drb, Mj Perak, TalamT, L&G and Bj Corp for their prime landbanks which will come into play.

Just like kulim was taken private due to Pengerang Rapid boom.

Posted by calvintaneng > 2017-07-25 06:53 | Report Abuse

Latest news show that Proton has a total of 250 vendors supplying all kinds of car parts - ranging from plastic dashboards, bumpers, headlamps, brakes, abs, seat belts, tyres, rims, wipers, horn, remote alarm, sensors and a myriad of others to Proton.

All these will now have the opportunity to expand and increase their range of manufactures to include Geely Bayue, LYNK 01 and a wide range of Vovlos for export to Asean 10 and over 100 cointries from Proton City of Tg Malim.

This new phase of growt is the 2nd wing for both Proton and its 250 vendors like never before.

Riding on the success of Geely Tg Malim will see multi year boom of industrial actitives.

This is the awakening of a New Giant Export Industry from Tg Malim of Malaysia going forward.

And these companies with landbanks will benefit by being proxy to the coming industrial boom of Tg Malim:

1) Drb because it has 4,000 acres land in Proton City

2) Mj Perak by virtue of its prime landbanks just adjoining Proton City

3) L&G - only 15 mins away L&G has 2,494 acres of lands in Kerling and another 167 acres in Serendah.

4) TalamT - its landbanks in bkt beruntung and bkt sentosa

5) Bpuri - its lattar highway should see improved activities.

6) Bj Corp has 3,000 acres of lands in bandar bistari jaya.

The whole region north of Kl will now experience a brand new transformation as 60,000 Proton staff relocate to Tg Malim - creating new Townships, with teeming populations due to the influx of 250 Proton vendors with their employees. This is a multiplying boom for multi years to come.

Those who can SEE AHEAD will take position early

Posted by Nadalchong > 2017-07-25 13:10 | Report Abuse

Like Classic Scenic incredible high dividend yield at 6.6%..up up up from 9 sen to 10 Sen to 11 sen last year and 12 sen this year.

Posted by calvintaneng > 2017-07-25 23:39 | Report Abuse

Cscenic at 12 sen dividend over share price of Rm1.83 gives an excellent yield of 6.6% is good. But L&G at 2 sen dividend over 23 sen offers a yield of 8.6% which is superior.

In times when share prices are range bound and static dividend yield comes into focus.