Meanwhile ECRL Project is on scheduled. This works involved a list of companies under Mabel Visit Malaysia Year Program Boutique and Mabel Digital Economy Boutique such as Mabel Construction, Mabel Properties, Mabel Steels, Mabel Technologies, Mabel Telco and Mabel Banking. Soon the journey on East Coast will be a pleasant and pleasurable journey.
It will run through 20 stations from Kota Baru to Kuala Terengganu, Dungun, Kuantan, Mentakan, to Jelebu, Bangi/Kajang, Putrajaya Sentral and onto Port Klang. All 6 Mabel Properties companies have big land bank along HSR and ECRL routes and Profitable. These companies are part of Mabel Inc Visit Malaysia Year Program.
Mabel Construction Gadang Holdings Bhd’s wholly-owned unit Gadang Engineering (M) Sdn Bhd has secured two contracts worth a combined RM81.18 million from China Communications Construction (ECRL) Sdn Bhd in respect of the East Coast Rail Link (ECRL) project. Soon another Mabel Construction company AZRB will join forces with Gadang.
ECRL will passed through TDM and FGV Plantations as it cruises at 160 km/h.. Soon all properties along the ECRL will also appreciate in price.
The ECRL is scheduled for completion for the East Coast Rail Link (ECRL) is December 31, 2026, would have 640km rail network linking Kota Bharu to Port Klang. The RM44 billion rail project is expected to cut travel time between Kota Bharu and Putrajaya to just four hours.
It will be romantic ride to the East Coast. Likewise, it will provide the same experience when HSR is ready for those who want to travel down under
Today all 3 Mabel Steel Ballistic Missiles ( Lion industries, MaSteel and PreStar) were fired from the ECRL High Speed Train which was cruising at 160 km per hour..
This High Speed Train will pass through TDM and FGV Plantation..
CPO 1. As long as CPO are above RM2500 TDM will reap good profit, last quarter average CPO price RM2700.TDM profit from plantation around 22 Million. Now CPO are hovering around RM3500. 2. NTA = 0.430 currently, but will improve with continuous profit every quarter. 3. Just Acquired Palm Oil land from THPlant which already mature and has average younger age at the same time near to their palm oil mill. 4. They are in the process to dispose palm oil land in Indonesia which has lower yield (caught fire incident at plantation that cost a huge loss in Q32019 and Q42019) and average older age. Maybe after current CPO bull run they will try to dispose this land again. This will improve their cash and might offer special dividend to shareholder. 5. On the ESG side
"We are proud to announce that TDM Berhad has been inducted into the FTSE Bursa Malaysia Palm Oil Plantation Index following the FTSE Russell factsheet as at 30th November 2020, joining six other constituents that are currently there. On top of that, TDM is also currently listed as one of the top 5 constituents on the benchmark index. The FTSE Bursa Malaysia Palm Oil Plantation Index comprises the constituents of the FTSE Bursa Malaysia EMAS Index that derive substantial revenue from palm oil activities that meet the stated eligibility requirements.
Previously, TDM scored 3-star out of 4-star rating of Environmental, Social, and Governance (ESG) grading band which distinguished us as top 26 - 50% by ESG Ratings amongst PLCs in FBM EMAS that have been assessed by FTSE Russell based on June 2020 review results. This index demonstrates our strong ESG practices measured against globally recognised standards".#TDMBerhad
HEALTHCARE 5. Their healthcare (hospitals) will contribute more to their revenue and profit with increasing inpatient and expanding service provided due to healthcare awareness post covid-19, offering covid-19 screening especially to foreign worker and the prospect of offering vaccine jabs for foreign worker. (Their own plantation worker and other company)
Beside if you alert, while KWSP keep disposing share of other counters but they keep acquiring big private hospital share like IHH, KPJ and SUNWAY. Private hospital will play big part to provide certified vaccine inoculation and covid-19 treatment for foreign worker or traveler. There might be 10 new company involve in manufacturing/distributing vaccine in malaysia but it is not easy to built hospital, prepared equipment and acquiring health expert. Plus private hospital can choose any vaccine approved by NPRA and MOH not like manufacturing/distribution company that stuck at 1 or 2 brand of vaccines. TDM is the cheapest private hospital related counter in bursa.
TDM is gonna fly as CPO prices shoot higher as inventory stock piles decrease due to MCO, musim hujan, drawdown of existing stock and increasing demand from China and India. HUAT2 2021!!!
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....
Tanhboon
357 posts
Posted by Tanhboon > 2020-12-29 21:39 | Report Abuse
Fcpo closed green .. tmrw hopeful to continue uptrend