3 people like this.

8 comment(s). Last comment by VenFx 2018-08-13 12:47

FamousAmos

304 posts

Posted by FamousAmos > 2018-08-11 21:30 | Report Abuse

Tan End, soros also said
“It's not whether you're right or wrong, but how much money you make when you're right and how much you lose when you're wrong.”

How much u made in ur Jaks and how much u lost it all in Perisai , WTK, Alam, Bonia, Majuperak? What’s ur average buying cost and average selling price ? How many lots did u buy ?

Don’t talk cock la!

cheoky

2,823 posts

Posted by cheoky > 2018-08-11 23:21 | Report Abuse

Great sharing datuk

calvintaneng

56,542 posts

Posted by calvintaneng > 2018-08-12 11:22 | Report Abuse

Ng Shu Tsung, PureBULL ., SS Loh

Hi guys,

Thanks for clicking likes

Yes Sifu PureBULL

Always nice to read your Blogs

calvintaneng

56,542 posts

Posted by calvintaneng > 2018-08-12 16:49 | Report Abuse

These are 3 Good Stocks with New Catalysts

GUH BHD
GUH at 64 Sen with NTA of Rm1.87 is selling at a Huge 66% Discount which is twice the margin of safety required by Ben Graham

Now with US & China in trade war GUH printed circuit boards should do well as it supplies to KOrean & Japanese Businesses like National Panasonic.

The removal of GST should also augur well for sales of Goods like Washing Machine, Aircond & Refrigerations which use PCB (printed circuit boards)

But the Main Catalysts will be GUH’s 3 Very Prime Plots of Lands in Kedah (one) and Penang Mainland (two)

The Big Guns of new PH Govt are in the New Northern Golden Triangle of

LANGKAWI (Tun Dr Mahathir is MP)

KEDAH (Datuk Mukhriz is MP)

PENANG (Both Finance Minister Lim Guan Eng (former Chief Minister of Penang) & Anwar Ibrahim from Permatang Pauh)

SO THE WIND OF DEVELOPMENTS WILL NOW BLOW HERE. So fortunate is GUH as it will be launching New Housing Projects here early next year.

Another New Growth Factor is the NEW IKEA IN BATU KAWAN….to be folowed by a New Water Theme Park.

So GUH is expected to see a Turn of Fortune.

A check with GUH Accounts showed it is in a Net Cash Position

Its Properties already undervalue will Be Revalued again every 5 years. And that is very near. It should be revalued by December 2018 (as they were last revalued in December 2013, 5 years ago)

NO WONDER SAVVY VALUE INVESTORS LIKE

YEOMAN of SINGAPORE has Increased its shareholdings (Pls refer to Annual Report of GUH 2017)

Coming in at no. 5 DB (Malaysia) Nominee (Asing) Sdn Bhd
Deutsche Bank AG Singapore for YEOMAN 3-Rights Value Asia Fund (PTSL)…….. 8,500,000 shares at 3.10%



This is an improvement of Yeoman’s stake from Year 2016

5. DB (Malaysia) Nominee (Asing) Sdn. Bhd.
Deutsche Bank AG Singapore For Yeoman 3-Rights Value Asia Fund (PTSL)
7,000,000….. 2.65%

In year 2016 Yeoman has 7 millions GUH shares and it increased its shareholdings to 8.5 millions or up another 1.5 million shares

THIS IS THE CORRECT APPROACH

As price gets cheaper Value can only get better.

So a Great Bargain now!



2) HEXZA

Another Cash Rich Company with Good Dividend. And its business is defensive. Only set back was the default of Bad debt from rental payment in Myanmar.

This is a One-off and won’t happen again. Since price already adjusted downward its downside will be very limited while its dividend yield by percentage improved.

Another BIG BOOSTER is HEXZA supplies resin for Plywood Manufacturers. With the Banning of Logs Export in Sabah & cessation of further logging license in Sarawak Plywood Companies are expected to ramp up productions both in Sabah & Sarawak. This will boost usage of Resin from Hexza.



3) CSCSTEEL

CSCSTEEL is another Cash Rich Company with good dividends

Primarily in Cold Roil Steel production.

It supplies steel sheets to Proton, Perodua & other Car Manufacturing Companies to make Bonnets, Roofs, Doors & Other Flat steel products.

With GST removed the demand for TV panel, Bed Metal Frame (Furniture), Fridge & Fridge Door, Washing machine, Electric Oven will improve. All these are made from Flat Steel Products from CSCSTEEL.

And even more Catalyst will come when Geely starts production in Tanjung Malim PLUS the Possible Setting Up of a 3rd National Car as proposede by Tun Dr Mahathir



So these are the ones

GUH for its superb landbanks & factories in Penang new Boom Zone
HEXZA for its upcoming good Resin sales
CSCSTEEL for the overall improvement of Consumer sentiments
Please buy/sell after doing you own due diligence



WARM REGARDS

Calvin Tan Research

Singapore

calvintaneng

56,542 posts

Posted by calvintaneng > 2018-08-12 20:19 | Report Abuse

3) CSCSTEEL

CSCSTEEL is another Cash Rich Company with good dividends

Primarily in Cold Roil Steel production.

It supplies steel sheets to Proton, Perodua & other Car Manufacturing Companies to make Bonnets, Roofs, Doors & Other Flat steel products.

With GST removed the demand for TV panel, Bed Metal Frame (Furniture), Fridge & Fridge Door, Washing machine, Electric Oven will improve. All these are made from Flat Steel Products from CSCSTEEL.

And even more Catalyst will come when Geely starts production in Tanjung Malim PLUS the Possible Setting Up of a 3rd National Car as proposede by Tun Dr Mahathir

My friend the Awning Boss said that Astino bought flat steel from CSCSteel to manufacture Roofing materials

VenFx

14,784 posts

Posted by VenFx > 2018-08-13 12:47 | Report Abuse

The key is to be ready for every scenario that can happen so that you can take advantage of the opportunities that lay ahead.

ME: I TRULLY BEEN THROUGH THE ABOVE PHRASE NO.3 ,,,


THX DATO CALVIN... this quotes very usefully.

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