Posted by Kenokaya > 2018-08-02 12:00 | Report Abuse

Kenlee I shud get isnt it bec I bought on 27th July....or not? Dividen still not in my account yet..when is the pay date? Pending dividen payment can I sell already? Pls advise

Posted by bigmacmj > 2018-08-03 22:01 | Report Abuse

Kenokaya you will get your dividend on 16 aug, they will bank in to your acc. You can sell your share after 30 july.

Posted by Kenokaya > 2018-08-07 11:19 | Report Abuse

Thk You bigmacmj for the info. I think I nak jual already if the price goes up to RM1.05. Can cover my brokerage cost at least.

Posted by Kenokaya > 2018-08-10 16:43 | Report Abuse

Why dun wanna go up to 1.05????

Posted by iambigshark > 2018-08-10 17:15 | Report Abuse

scard you throw kena their head hahaha

Posted by calvintaneng > 2018-08-12 16:56 | Report Abuse

VERY HAPPY FOR ALL HERE

TAMBUN IS THUMBS UP!! UP ALMOST 30% ALREADY!!!

NEXT WILL BE GUH

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

Posted by bigmacmj > 2018-08-14 13:38 | Report Abuse

Building material exclude SST now, properties share will up up up.

Posted by invest200 > 2018-08-15 13:34 | Report Abuse

There is a glut of houses/condo in the market, will not up any time soon. can pick up some good quality stock at bargain price

Posted by sasword > 2018-08-16 19:07 |

Post removed.Why?

Posted by David Thong > 2018-08-20 18:28 | Report Abuse

Tambun is a fundamentally strong and net cash company! Good to buy even at current price!

Posted by Shines > 2018-08-20 19:42 | Report Abuse

Managed to climb out of longkang?

Posted by Yael Jasper > 2018-08-21 12:06 | Report Abuse

Price will gap up this morning, good luck to all and enjoy the rollercoaster.... hehe

Posted by Lim Tek Wai > 2018-08-21 12:25 | Report Abuse

Good stock, make huge profit !

Posted by nich0las > 2018-08-21 18:14 | Report Abuse

Oh O... Revenue semakin kurang...

Posted by Shines > 2018-08-21 20:55 | Report Abuse

Look out on Thurs.

Posted by cwkhor > 2018-08-21 21:18 | Report Abuse

QoQ result is good, this could the start of recovery, be patient... :)

Posted by calvintaneng > 2018-08-21 21:26 | Report Abuse

Tambun is ok. All property developers in the New Golden Triangle Zone of Langkawi, Kedah & Penang should do well.

GUH got 3 property launching here beginning in year 2019

Posted by apolloang > 2018-08-21 22:10 | Report Abuse

profit down slightly and since the last few days up from 94cts,so thurs drop back to 94 or 95cts lo.....hehe

Posted by newbie4444 > 2018-08-21 23:13 | Report Abuse

sifus RM 31.85 million unbilled sales can last how many quarter sales?

As at June 30, 2018, the group achieved unbilled sales of RM31.85 million.
http://www.theedgemarkets.com/article/tambun-indah-2q-net-profit-down-23-fewer-ongoing-projects

Posted by Shines > 2018-08-22 12:44 | Report Abuse

With the currrent results, I hope it wont fall into a monsoon longkang

Posted by nikicheong > 2018-08-22 17:03 | Report Abuse

It will get darker before it gets better, for the financial performance. But for the share price, hard toto say. Depends on buy and sell supply and on overall market. But still, this price is good enough for a longer termperiod holding, especially given the dividend yields.

Posted by godofgamble > 2018-08-22 22:38 | Report Abuse

godofgamble Based on current property market condition, this counter should keep for long term collect dividend. I think management is good in mange company debts.. property sales getting slow, use money to payoff debt is wise decision. Company Paying high dividend can attract long term Investors support on share price during property downtime.

Posted by Penang_lang > 2018-08-23 09:11 | Report Abuse

Paying high dividend is why QR deteriorate. Dividend mean no money for landbank expansion.

Posted by Penang_lang > 2018-08-23 09:12 | Report Abuse

Even Mr Teh dare not sapu like previously.

Posted by Penang_lang > 2018-08-23 09:18 | Report Abuse

apolloang buy Ivory far cheaper. Penang people still prefer to stay in Penang island not mainland.

Posted by Penang_lang > 2018-08-23 09:33 | Report Abuse

HLG TP 85 sen. Sell. Buy Ewein, Ivory cheaper.

Posted by jibbie > 2018-09-12 09:20 | Report Abuse

Penang house price predicted to drop 10%. Cheaper house = more sales for tambun?

https://www.thestar.com.my/news/nation/2018/09/12/housing-prices-to-drop-by-10-rehda-penang-replacing-the-gst-with-sst-has-reduced-costs/

Posted by Yippy68 > 2018-10-14 11:33 | Report Abuse

at 95 sen , calvintaneng said can buy, now 78 sen, by right, he should call to silang. but silent"? apa ini?

Posted by Shines > 2018-11-09 06:21 | Report Abuse

@Yippy this idiot nut cte eat sh*t, his words smelly cant listen one, good ones he ask to sell, bad ones to buy and keep, wait looooong loooooong

Posted by YuckyChicken > 2018-11-21 14:54 | Report Abuse

value emerging. father and son team very strong. highest was 2.60

Posted by Chanfang > 2018-11-22 10:15 | Report Abuse

Calvintaneng father and son pseudonym emerging.

Posted by chamlo > 2018-11-23 05:38 | Report Abuse

QR not out something wrong?

Posted by chamlo > 2018-11-23 05:40 | Report Abuse

2017 22nd Nov is latest date to issue QR. This year later worse QR coming?
https://klse.i3investor.com/servlets/stk/annent/5191.jsp

Posted by dnlt > 2018-11-29 09:12 | Report Abuse

Some numbers from the quarterly report

Date Unbilled Sales Gross Development Value
3/1/2015 443.57 1,200.00
6/1/2015 408.11 1,200.00
9/1/2015 343.22 1,200.00
12/1/2015 324.2 1,430.00
3/1/2016 354.42 1,670.00
6/1/2016 311 1,680.00
9/1/2016 259.6 1,680.00
12/1/2016 196.9 1,440.00
3/1/2017 153.8 1,450.00
6/1/2017 132.78 1,580.00
9/1/2017 95.03 1,160.00
12/1/2017 66 849.00
3/1/2018 48.6 770.00
6/1/2018 31.85 770.00
9/1/2018 19.02 770.00

Posted by nikicheong > 2018-11-29 15:55 | Report Abuse

But still it's a fundamentally strong company. I wouldn't necessarily buy just yet (not confident that the property market has bottomed out), but if you've been a holder I'd just keep holding. The entire cash position of the company can settle every liability. The value of the land on the books is some 3-4x lower than the actual current market value of the land.

The company has very lean operations and the dividend given out is pretty good over the years.

Posted by James Ng > 2018-12-28 11:47 | Report Abuse

https://klse.i3investor.com/blogs/general/188064.jsp
[转贴] [TAMBUN INDAH LAND BHD：房地产业的前景仍然充满挑战] - James的股票投资James Share Investing

Posted by chickmonk > 2019-02-22 18:57 | Report Abuse

tambun bottom out. come back after 1 year see my predict correct or not.

Posted by tpchuayap > 2019-03-15 10:48 | Report Abuse

go go go

Posted by bigmacmj > 2019-03-15 12:16 | Report Abuse

Batu kawan ikea open... Up up

Posted by factorrumour > 2019-03-15 21:12 | Report Abuse

waaaaa like that also can ah

bigmacmj Batu kawan ikea open... Up up
15/03/2019 12:16

Posted by i3gambler > 2019-04-09 20:06 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6121101

The lands are to be bought at 625K per acre.

Cheap or expensive?

Some excitement for tomorrow trading?

Posted by kyy_superinvestor > 2019-04-10 08:11 | Report Abuse

Why tambun profit margin so high?

Posted by i3gambler > 2019-04-10 09:24 | Report Abuse

kyy_superinvestor

Because they are township developer.

Before they develop that particular township, the land there was still very cheap, so they bought them cheap, then when the township was developing, the land market price would start going up.

Most TAMBUN's projects are of landed property, the major value of the house is land, construction cost is very much less compare to those high rise condo.

So, profit margin is high.

Posted by nikicheong > 2019-04-10 20:44 | Report Abuse

@kyy, profit margins are super high cause the cost of purchase for the lands (some time ago) was very cheap. Also, this is a "no frills" developer. No fancy stuff, but dependable.

Posted by Patrick13 > 2019-04-10 21:43 | Report Abuse

Bought 209.54 acres of freehold land with RM131 million, convert to RM14/sqft only which is damn cheap!

Posted by vivabursa > 2019-04-11 07:16 | Report Abuse

Land holding is a cost if no immediate development or dispose at higher price to turn into profit.

Posted by i3gambler > 2019-04-11 09:43 | Report Abuse

vivabursa

As a property developer, TAMBUN has to replenish their land bank, this is part of the game, or else how to continue building houses?

No worry about the holding cost, as the land value will appreciate from time to time, due to inflation and depreciation of Ringgit.

The longer they hold the land, the higher profit margin they will get when they sell houses or vacant lots next time.

Posted by Shinnzaii > 2019-04-11 12:43 | Report Abuse

Dividend look attractive if you buy at low...hehe

Posted by dnlt > 2019-04-13 11:18 | Report Abuse

Really surprise that they managed to the new lands buy at rm15 / square feet. That's like the pricing like more than 10 years ago.

Posted by i3gambler > 2019-04-16 15:36 | Report Abuse

The company has announced the final dividend of 2.9 sen, a bit disappointed, why couldn't they just make it to 3.0 sen? May be because of the land purchase. Anyway, with the interim dividend of 2.0 sen, the dividend yield of higher than 6% is good for investment.