Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Sun, 29 Nov 2020, 9:02 PM

 

AFTER GLOVE BULL NOW FCPO RM3,505 WILL FGV BE LIKE TOPGLOVE & JTIASA BE SUPERMAX? Calvin Tan Research

Author: calvintaneng   |  Publish date: Sun, 29 Nov 2020, 9:02 PM


Hi guys, Please read to the end while we type now 

As one who has lived through the Medical Glove Superbull of seeing Supermax rose from my purchase price of Rm1.73 to the high of Rm24.44 now I "SEE" Palm Oil Bull at its beginning

Let Calvin refresh your happy memories

 

See my post

A TALE OF 3 GLOVES IN PICTURES : COMFORT GLOVE, TOPGLOVE & SUPERMAX, Calvin Tan Research

Author:    |    Publish date: 

 

 


 

Hi guys'

Now all 3 Results are out

Comfort Glove, Topglove & Supermax

Let's see their figures

1) COMFORT GLOVE

SUMMARY OF KEY FINANCIAL INFORMATION
30 Apr 2020

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Apr 2020
30 Apr 2019
30 Apr 2020
30 Apr 2019
$$'000
$$'000
$$'000
$$'000
1 Revenue
152,907
119,956
152,907
119,956
2 Profit/(loss) before tax
22,242
10,555
22,242
10,555
3 Profit/(loss) for the period
16,339
8,411
16,339
8,411
4 Profit/(loss) attributable to ordinary equity holders of the parent
16,339
8,411
16,339
8,411
5 Basic earnings/(loss) per share (Subunit)
2.80
1.50
2.80
1.50
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
0.5600
0.5500
 

 

It earns 2.8 sen (Annualised 2.8 sen x 4)

= 11.2 sen

If we give it a 30 P/E then

11.2 x 30 = Rm3,360

So price should trade at Rm3.36 (if P/E is 30)

 

2) TOP GLOVE

SUMMARY OF KEY FINANCIAL INFORMATION
31 May 2020

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 May 2020
31 May 2019
31 May 2020
31 May 2019
$$'000
$$'000
$$'000
$$'000
1 Revenue
1,688,324
1,190,235
4,127,201
3,612,165
2 Profit/(loss) before tax
422,020
82,239
677,846
349,588
3 Profit/(loss) for the period
350,033
75,188
577,802
293,536
4 Profit/(loss) attributable to ordinary equity holders of the parent
347,895
74,665
575,004
290,512
5 Basic earnings/(loss) per share (Subunit)
13.59
2.92
22.46
11.37
6 Proposed/Declared dividend per share (Subunit)
10.00
3.50
10.00
3.50
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.2900
0.9900
 

1) Profit this quarter 13.59 (Annualized 13.59x4 )

= 54.36 sen

If PE 30 then 54.36 x 30 = Rm16,308

Or Rm16.30 (P/E 30)

 

3) SUPERMAX

SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2020

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2020
31 Mar 2019
31 Mar 2020
31 Mar 2019
$$'000
$$'000
$$'000
$$'000
1 Revenue
447,247
361,199
1,202,685
1,113,352
2 Profit/(loss) before tax
95,277
49,416
169,549
156,409
3 Profit/(loss) for the period
72,349
34,963
127,331
109,653
4 Profit/(loss) attributable to ordinary equity holders of the parent
71,056
34,617
125,968
108,695
5 Basic earnings/(loss) per share (Subunit)
5.42
2.64
9.62
8.29
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
1.50
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
0.9200
0.8300
 

 

Profit 5.42 sen (If annualized 5.42 x 4 )

= 21.68

If P/E 30 then 21.68 x30 = Rm6,504

Rm6.50 (If P/E 30)

Currently Comfort is Rm2.93 (If P/E 30 should be Rm3.36)

So is Comfort trading below P/E 30 value?

 

2) TopGlove is Rm16.90 (If P/E 30 should be Rm16.30)

Is Topglove trading above its 30 P/E?

 

3) SUPERMAX is Rm7.91 (If P/E 30 then Rm6.50)

Is SuperMax trading at a premium above its P/E 30 value of Rm6.50)

 

ON FACE VALUE WE SEE COMFORT GLOVE IS TRADING BELOW IS 30 P/E

WHILE SUPERMAX IS TRADING HIGHER ABOVE ITS 30 P/E

 

THERE MUST BE A REASON WHY THE MARKET UNDERVALUES COMFORT & OVER BULLISH ON SUPERMAX

How?

So we dig deeper

See

1) COMFORT GLOVE IS LIKE A YOUNG CARE FREE BOY WALKING

See little boy running in the meadow

Little boy running in meadow, side view

This is the attitude of Comfort Glove Bosses

See

They happily merrily sell shares.

 

2) TOPGLOVE

Adult Entrepreneur Portrait Wearing Tie Walking On Sidewalk Stock ...

Top Glove is a serious grown adult walking confidently

See

They are gathering Wealth & Accumulating it (Esos) No selling yet because still seriously expecting more to life

 

3) SUPERMAX

Stock Photo - Young man running with briefcase. Stock Photos ...

SuperMax is like A Young Business Man Running to Get More Business

3 New Factories being built concurrently

Just bought another land to build glove factory number 4

Instead of doing easy OEM SuperMax go all out doing OBM to get more Value

See

IN STEAD OF SELLING THEY ARE BUYING MORE FROM OPEN MARKET FROM RM7.50 TO RM7.73

 

WHICH ONE WILL YOU CHOOSE?

 

Best regards

Calvin Tan Research

Singapore

 

Please buy/sell after doing your own due diligence

 

The above was a chun chun post on Supermax in June see below

Author:    |    Publish date: 

 

 

Fri, 12 Jun 2020, 11:04 PM

 

On 12th June 2020 Supermax opened at Rm7.50

BY AUGUST 7TH 2020 SUPERMAX ZOOOOOMED TO ITS PEAK PRICE OF RM24.44 (after that split by bonus issues)

Those were exhilarating times of the MEDICAL GLOVE SUPERBULL

Are we going into the Palm Oil Bull Now?

As far back as April 2020 Supermax result was still mediocre

See

 

. SUPERMAX

SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2019

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Dec 2019
31 Dec 2018
31 Dec 2019
31 Dec 2018
$$'000
$$'000
$$'000
$$'000
1 Revenue
385,497
385,101
755,438
752,153
2 Profit/(loss) before tax
41,829
54,317
74,272
106,993
3 Profit/(loss) for the period
30,022
38,721
54,982
74,690
4 Profit/(loss) attributable to ordinary equity holders of the parent
30,165
38,136
54,912
74,078
5 Basic earnings/(loss) per share (Subunit)
2.31
2.91
4.21
5.65
6 Proposed/Declared dividend per share (Subunit)
0.00
1.50
0.00
1.50
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
0.8600
 

Supermax result for last quarter of 2020 was only a mere 2.31 sen

Supermax highest price in December was only Rm1.47 & Wuhan Virus just started on same month in China.

By March 2020 Supermax like all others fell to the low of Rm1.30 because people were still skeptical how Covid 19 will play out

But that was the lowest at Rm1.30. No more after that as Covid 19 news spread and spread and Supermax worked overtime to get sales. The rest is history & Calvin made 1,000% from Supermax

Now just like Supermax in early days Jtiasa is the next potential Stock like Supermax

See Jtiasa latest quarter result

1) JAYA TIASA (4383) (OR GIANT TREASURE) 

SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2020

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2020
30 Sep 2019
30 Sep 2020
30 Sep 2019
$$'000
$$'000
$$'000
$$'000
1 Revenue
221,095
232,526
221,095
232,526
2 Profit/(loss) before tax
46,996
31,026
46,996
31,026
3 Profit/(loss) for the period
34,941
16,165
34,941
16,165
4 Profit/(loss) attributable to ordinary equity holders of the parent
34,844
15,774
34,844
15,774
5 Basic earnings/(loss) per share (Subunit)
3.60
1.63
3.60
1.63
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.1800
1.1500
 

 

See Topglove past result

 TOP GLOVE

SUMMARY OF KEY FINANCIAL INFORMATION
30 Nov 2019

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Nov 2019
30 Nov 2018
30 Nov 2019
30 Nov 2018
$$'000
$$'000
$$'000
$$'000
1 Revenue
1,209,100
1,261,965
1,209,100
1,261,965
2 Profit/(loss) before tax
125,452
141,879
125,452
141,879
3 Profit/(loss) for the period
111,757
111,671
111,757
111,671
4 Profit/(loss) attributable to ordinary equity holders of the parent
111,426
110,055
111,426
110,055
5 Basic earnings/(loss) per share (Subunit)
4.36
4.31
4.36
4.31
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.0100
1.0000

 

 

 

And see FGV result

SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2020

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2020
30 Sep 2019
30 Sep 2020
30 Sep 2019
$$'000
$$'000
$$'000
$$'000
1 Revenue
3,989,459
3,549,245
10,066,906
10,104,663
2 Profit/(loss) before tax
172,272
-361,553
22,038
-396,449
3 Profit/(loss) for the period
112,533
-363,071
-49,288
-420,298
4 Profit/(loss) attributable to ordinary equity holders of the parent
136,893
-262,410
15,093
-317,980
5 Basic earnings/(loss) per share (Subunit)
3.80
-7.20
0.40
-8.70
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.1300
1.1400

Definition of Subunit:

In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:
 

Country Base Unit Subunit
Malaysia Ringgit Sen
United States Dollar Cent
United Kingdom Pound Pence

 

 

Best Regards

Calvin Tan Research

Singapore

 

Disclaimer

All information provided here should be treated for informational purposes only. It is solely reflecting author's personal views and the author should not be held liable for any actions taken in reliance on information contained herein

 

  3 people like this.
 
greedy44444 Plantation companies needed to pay hefty windfall tax...glove companies only needed to contribute one lump sum to the backdoor gomen.
29/11/2020 9:06 PM
KAQ4468 Bplant & TDM can
29/11/2020 9:08 PM
gemfinder Sop
29/11/2020 9:10 PM
calvintaneng Bplant, TDM, WTK, MHC plant, SOP, Chinteck Plant, Rsawit, Cepat, Thplant all are good as well

Th plant already passed the Gold Rule of 2 quarter increasing profits
29/11/2020 9:25 PM
calvintaneng Windfall tax is 3% for West Malaysia & 1.3% for East Malaysia

Cost of production for CPO varies from Rm1,600 to Rm1,800 a metric tonne

Efficient planters can bring down cost below Rm1,600 to as low as Rm1,200 to Rm1,400

So CPO at Rm3,505 is up a Whopping 94% to 190%

And what is 1.5% to 3% windfall tax in comparison?
29/11/2020 9:29 PM
calvintaneng SUCH HIGH AND INCREMENTAL PRICES OF CPO BELOW RM2,000 TO RM3,505 MIRRORS GLOVE ASP IN APRIL TO JUNE 2020 WHEN GLOVE BULL JUST STARTED

BUT PALM OIL BULL HAS MERELY DONE WARM - UP ONLY

WHEN SUPERBULL ARRIVES

ALL WHO DOUBT OR HESITATE WILL MISS IT DEARLY
29/11/2020 9:32 PM
GreenTrade Yeap.
Fgv and Jtiasa is severely undervalued
30/11/2020 10:55 AM
calvintaneng Very good

Slowly steadily Fgv, Jtiasa and all other palm oil stocks will come into focus

Affin gave Jtiasa target price of Rm1.32

So Jtiasa still has great potential to move higher
30/11/2020 2:08 PM
MF0001 KONFIRM UNDERVALUED~

CALVIN GOR GOR IS THE BEST!
30/11/2020 7:42 PM
calvintaneng Tyvm Mf0001

You are one of the wise ones
30/11/2020 9:37 PM

TOP 10 INTERESTING STOCKS WITH COMMENTS BY CALVIN TAN RESEARCH

Author: calvintaneng   |  Publish date: Fri, 27 Nov 2020, 1:05 AM


Hi guys, Please read while we type

I have compiled these Top 10 Interesting Stocks in case you missed

 

1) JAYA TIASA (4383) (OR GIANT TREASURE) 

SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2020

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2020
30 Sep 2019
30 Sep 2020
30 Sep 2019
$$'000
$$'000
$$'000
$$'000
1 Revenue
221,095
232,526
221,095
232,526
2 Profit/(loss) before tax
46,996
31,026
46,996
31,026
3 Profit/(loss) for the period
34,941
16,165
34,941
16,165
4 Profit/(loss) attributable to ordinary equity holders of the parent
34,844
15,774
34,844
15,774
5 Basic earnings/(loss) per share (Subunit)
3.60
1.63
3.60
1.63
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.1800
1.1500
 

Comments from Jtiasa forum

 

tan1868 3.6sen EPS Annualized PE 5.8x
Walau kalai PE 10x RM1.44
Wakakakakak
26/11/2020 6:15 PM
 
Sam Chong I sold all today due to mikecyc, very very sad now
26/11/2020 5:41 PM

 

Fabien "The Efficient Capital Allocater" If you valued Jaya Tiasa plantation based on EV/ha methodology ($25,500 EV/ha) the implied valuation will blow you away.
26/11/2020 9:30 PM

 

TheSecret Jtiasa should go to Rm1.00 - Rm1.50 first

if La nina holds thru all of 2021 to 2022

Then Jtiasa could go past Rm2 to Rm4
26/11/2020 9:48 PM

 

TheSecret https://www.drought.gov/gdm/current-conditions


watch South America drought carefully

if red hot turns green from now till December 31st then Cpo bull run will hesitate

it not enough rain and still red then Cpo will maintain at Rm3300 or go past Rm3500

if drought continues into

january 2021
february 2021
march 2021

then expect cpo to shoot past Rm4000 to Rm6000

if all the soybean and corn fail in south america then

Cpo will rise as high as Rm8000

and Jtiasa will shoot past Rm5 to reach Rm10 or even more like Supermax then
26/11/2020 9:49 PM

 

2) TH PLANTATION

SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2020

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2020
30 Sep 2019
30 Sep 2020
30 Sep 2019
$$'000
$$'000
$$'000
$$'000
1 Revenue
167,430
136,007
410,551
357,403
2 Profit/(loss) before tax
37,776
-48,791
48,719
-80,912
3 Profit/(loss) for the period
23,864
-40,013
24,265
-71,660
4 Profit/(loss) attributable to ordinary equity holders of the parent
15,772
-31,609
12,398
-58,850
5 Basic earnings/(loss) per share (Subunit)
1.78
-3.58
1.40
-6.66
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
0.6600
0.6400

Definition of Subunit:

In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:
 

Country Base Unit Subunit
Malaysia Ringgit Sen
United States Dollar Cent
United Kingdom Pound Pence

 

 

TheSecret Excellent result for Thplant

this qtr 1.78 sen

annualized 1.78 x 4 = 7.12 sen

if P/E is 20 then target price for Thplant should reach Rm1.42

Thplant already met the golden rule of 2 quarters profitable result

Feb 2021 result should be excellent as well since Cpo now ranges above Rm3000 to Rm3300 a tonne
26/11/2020 11:48 PM

 

3) NETX (0200)

 

Arsenewenger8383 Hehe.. sudah bgtau hari ni last ticket..
26/11/2020 10:24 PM

 

Victor Yong siapa cepat siapa dapat esok kot. wang tak kenal orang :)

 

4) CMSB (2852)

 

calvintaneng budget approved means Sarawak and Sabah infrastructure get big boost

lots of cement will be needed and Cmsb cement is sole monopoly unlike in peninsular got many players
26/11/2020 3:47 PM

 

hongheng7 MAYBANK TP RM2.50.
Nov 25: Maybank IB research gave CMSB a target price of RM2.50.
https://factsetpdf.maybank-ke.com/PDF/201542_CN__735816ef82814d6794a67...
26/11/2020 3:54 PM

 

5) TDM 

SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2020

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2020
30 Sep 2019
30 Sep 2020
30 Sep 2019
$$'000
$$'000
$$'000
$$'000
1 Revenue
121,420
105,927
313,182
310,190
2 Profit/(loss) before tax
27,716
-3,707
5,809
-247
3 Profit/(loss) for the period
22,371
-3,814
815
-5,043
4 Profit/(loss) attributable to ordinary equity holders of the parent
21,752
-41,401
-2,151
-51,542
5 Basic earnings/(loss) per share (Subunit)
1.26
-2.46
-0.13
-3.06
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
0.4300
0.4400

Definition of Subunit:

In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:
 

Country Base Unit Subunit
Malaysia Ringgit Sen
United States Dollar Cent
United Kingdom Pound Pence

 

 

calvintaneng Tdm will do very well

1. Cpo prices up

2. Almost free lands given by Trengganu Govt for palm oil

3. Defensive hospitals which are recession proof

4. Assets and lands in Trengganu along Ecrl Development will boost value

So TDM is great
26/11/2020 8:49 AM

 

 

6) WTK (4243)

 

calvintaneng WTK IS AN ASSET PLAY LIKE TMAKMUR, KULIM & KWANTAS (COULD BE TAKEN PRIVATE)

PALM OIL BULL RUN CAUSED BY SEVERE DROUGHT IN SOUTH AMERICA SOYBEAN REGION, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-11-25...
25/11/2020 12:23 AM

 

7) FGV ( FOREVER GOOD VENTURE)

MIGHT BE TAKEN PRIVATE LATER

ACCUMULATION MORE THAN DISPOSAL IN PROGRESS.

 

8) CHINTECK PLANTATION

CHINTECK CASH RICH. OWNS 1,000 ACRES LAND NEAR BANDAR SENDAYAN WITH BOOK VALUE ONLY RM5,000 AN ACRE

MATRIX HOUSES SELLING VERY WELL IN BANDAR SENDAYANG

CHINTECK GOT THOSE LANDS LONG AGO WHEN NO BODY WANTED

 

Jemima & Sungei

Sendayan Estate

Freehold 1,618 hectares Oil palm estate Rm22,647,000

Mukim of Port Dickson,

 Mukim of

Jimah, Daerah Port

Dickson

Negeri Sembilan

 

Let us calculate To convert hectares to acres multiply 1,618 by 2.471 = 3,998 acres

Now divides Rm22,647,000 by 3,998 = Rm5,664 per acre

Divide 43,560 to get per sq feet cost = 13 sen per sq feet

WHERE IN THE WORLD COULD YOU STILL GET FREEHOLD LANDS IN BANDAR SRI SENDAYAN FOR ONLY 13 SEN PER SQ FT?

This answer could be found in a small town near Jemima & Sungei

Sendayan Estate.

Near by is Siliau

Very long long time ago Chinteck bought these lands near Siiau

See why so cheap

 

Siliau

From Wikipedia, the free encyclopedia
 
 
 
Jump to navigationJump to search

Siliau is a small town in Seremban DistrictNegeri SembilanMalaysia. The origin of the name is disputed but one source has it that it derives from the colloquial Hokkien dialect brought by southern Hokkien emigrants to Malaysia in the late 19th century. According to a local tradition, a group of Hokkien emigrants purchased a parcel of land in the Lukut district in 1903 through a middleman. Their intention was to farm the land. When they actually arrived to take possession of their land and saw how barren and infertile it was, a man threw up his hand in despair and said si liau, which is colloquial Hokkien for "we're finished."[1

Calvin is hokkien "Siliau in hokkien means :DIE LOH!

Today mostly Indians live in Siliau and they won't know its original name

 

 

9) BPLANT

BPLANT ALSO GOT PRIME FREEHOLD LANDS NEAR PENANG

1,000 ACRES WITH BOOK VALUE LIKE CHINTECK AT AROUND RM5,000 PER ACRE

Why so cheap?

Because like Chinteck Boustead the parent company has more than a century history in Malaya

Any time Bplant dispose an old estate Cash is unlocked as DIVIDEND so that some people name Bplant as BANK PLANT

 

10) NO TEN IS A   WARNING!

SEE THIS INSOLVENT PUMP AND DUMP LAPSAP CALLED GETS

SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2020

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Jun 2020
30 Jun 2019
30 Jun 2020
30 Jun 2019
$$'000
$$'000
$$'000
$$'000
1 Revenue
4,301
13,243
22,158
32,553
2 Profit/(loss) before tax
-17,350
-3,247
-18,921
-8,923
3 Profit/(loss) for the period
-17,290
-3,957
-19,651
-9,093
4 Profit/(loss) attributable to ordinary equity holders of the parent
-15,298
-3,904
-18,360
-9,665
5 Basic earnings/(loss) per share (Subunit)
-12.14
-3.10
-14.57
-7.67
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
0.1800
0.3000

Definition of Subunit:

In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:
 

Country Base Unit Subunit
Malaysia Ringgit Sen
United States Dollar Cent
United Kingdom Pound Pence

 

REAL RUBBISH RESULT

REVENUE IS A MISERABLE RM4.3 MILLIONS

NTA  A MERE 18 SEN

HUGE LOSSES OF RM15 MILLIONS

WHAT A HORRIBLE COMPANY

YET SO MANY MANY FOOLS ARE CHASING INTO THE MOUTH OF SYNDICATES AND LIONS. SURE GET EATEN IF DON'T SELL AND RUN FAST

 

Calvin's heart is overflowing with concern & compassion

 

 

Best regards

Calvin Tan Research

Singapore

 

Disclaimer

All information provided here should be treated for informational purposes only. It is solely reflecting author's personal views and the author should not be held liable for any actions taken in reliance on information contained herein

 

 

tan1868 3.6sen EPS Annualized PE 5.8x
Walau kalai PE 10x RM1.44
Wakakakakak
26/11/2020 6:15 PM
  MF0001 likes this.
 
calvintaneng Wtk is an asset play

just like Kulim was an asset play

Calvin call for a buy on Kulim at only Rm2.50 when it was downtrending

J Corp took Kulim private at Rm4.10 for 60% upside

if you check Kulim last two quarters before delisting Kulim actually reported losses

Why then Jcorp wanted to private it?

Because Jcorp wanted to put Kulim under Johor Land (another company taken private which I also got)

There converted 2 strategic lands of Kulim into thriving housing enclaves. One near Desaru and one near Tg Berlungkar

Do you know how valuable are the assets of Wtk?

Wtk has Warehouse in Spore with dirt cheap book value

if revalued they will blow of your mind

See Kulim

https://klse.i3investor.com/servlets/stk/2003.jsp
27/11/2020 7:38 AM
calvintaneng Tmakmur - Land of Prosperity

Buy was Rm1.38

Pahang Royalty took it private at Rm1.90 just like JCorp took Kulim private

See

https://klse.i3investor.com/servlets/stk/5251.jsp

So must KNOW that WTK Has VALUE JUST LIKE KULIM, TMAKMUR & KWANTAS
27/11/2020 7:41 AM
calvintaneng Netx

Netx is the most misunderstood tech stock like Tesla

Even Warren Buffet missed Tesla

Elon Musk has overtaken Warren Buffet to be the second richest man on earth today
27/11/2020 8:12 AM
calvintaneng investing in palm oil shares is one of the most clear and transparent

Every month palm oil companies will report

number of fresh fruit bunches harvested

how much cpo produced

how many tonnes of palm kernal cake

plus the month high and low prices of cpo traded for that month

After 3 months all are tallied in a quarterly report

All so simple and easy like a, b, and c
27/11/2020 10:45 AM
calvintaneng For Nov 2020 many palm oil stocks registered great result when Cpo traded at Rm2500 to Rm2600:a tonne for July to Sept quarter

So now we already SEE that cpo has been traded from above Rm2800 to as high as Rm3400 a tonne for October up to 26th of Nov now

These monthly results of Oct, Nov and Dec will appear in the Feb 2021 quarter of 2021

Since Cpo up another 20% to 30% again the profits could amplify upward

So investing in palm oil stocks really a no brainier
27/11/2020 10:51 AM
calvintaneng Excellent closing price of Rm3,050 for Dec 2020 fcpo

Today is 27 Nov and we now witnessed Oct and Nov 2020 months of much higher Cpo prices ranging above Rm3,000 to Rm3,050 today

With production cost of about Rm1600 to Rm1800

Profit has almost reached 100% from cost

From here we only have one more month of December to confirm How High the Profits will be reported for Feb 2021
27/11/2020 8:07 PM
Shootup Calvin is now a pure trader, dont claim u r a fundamental investor who wont read cpo price day by day to punt on share prices

Ur netx is still making many locked up at high floor flat, can u count oso its project value that will generate profit for next qr

Why u recommend so much on netx while very high price at 2sen, 2.5sen b4 consolidation ???

Pls enlighten ur loss making followers, thanks
27/11/2020 8:49 PM
Shootup Never see u analyz netx anymore after pushing at high high price, now 75% loss, how come???

What r the basis u promoted ???

How much earning u projected for next year?

Pls explain how ur answer is derived
27/11/2020 8:53 PM
Shootup Calvin, we dont see any of shares u promoted a succes , except for a few u claimed that r long long ago, maybe 10 or 20 yrs ago

Currently, which stock u really make it a success, pls list down here, pls dont list those u claim will be flying, we want proven record in this year or last
27/11/2020 9:04 PM
calvintaneng shootup is here?

which stock Calvin buy call a success?

Calvin will be very happy to answer later.

Don't go away.

Will post them one by one later ok
27/11/2020 9:07 PM
calvintaneng Ok number One on April 17th 2020

Luxchem at 47.5 sen

Target price 92.4 sen (achieved)

See

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-04-17-story-h1506016450-LUXCHEM_VERSUS_COMFORT_GLOVES_RUBBEREX_TOP_GLOVE_HARTA_SUPERMAX_Compare.jsp
27/11/2020 10:49 PM
vaccineisreal Ok, then tell me netx still needs how long to fly and what’s the TP.
27/11/2020 11:14 PM
calvintaneng Netx?

I just added more when i saw credit now in substantial holder above 5%

Long or short time i cannot tell

But these are the eqivalent prices of Netx

Before consolidation

25 lots at 1 sen

After capital exercise is 25 sen (shares shrunk from 25 to 1)


So the target price at 25 sen which is 1 sen formerly is highly possible

How long time i cannot tell

Then 50 sen (ex from 2 sen)

See if it will reach 50 sen first then talk further

Wait for Netx directors next move
28/11/2020 12:12 AM
calvintaneng Palm oil Dec 2020 fcpo closed at Rm3,505

Cost of production range is Rm1600 to Rm1700

Average price is Rm1,700. So at Rm3,505 all palm oil companies as a whole are making more than 100% profit

If December month of 2020 cpo can hold above Rm3,505 then Feb 2021 result will be very very fantastic
28/11/2020 11:50 PM
$$$ ^v^ GOODLUCK ^v^ $$$ if you feel the person tell you to buy this and that and not success you maybe con, their are many conman here, so you must be careful all this conman, Write down their 1.usernname 2.stock counter. 3. what price csll 4. how much you lose 5. Post a lists names to Warns us everytime you post.
29/11/2020 10:09 AM
calvintaneng conman or not conman are only proven later by their performance

By their fruits you shall know

A very strange and pervert behavior we have now come to witness

Stocks like Samaiden, Mysc, Gets and others are running ahead of profits

Nothing much to show yet fools are rushing to buy them up

Palm oil shares are reporting good profits and yet prices are lagging

For con man stocks prices are running far ahead of real profits

Palm oil stocks have genuine profits now running ahead of prices

As 90% of market players are destined to lose money eventually chasing hot air balloon stocks will lose money so let them chase samaiden, mysm, Gets and other lapsap to their total destruction and bankruptcy

Let the wise 10% buy value stocks which fools shun
29/11/2020 7:32 PM
calvintaneng Fools based their investment on "luck" and chase the most popular rubbish even though the stocks they buy are on the verge of insolvency and bankruptcy

Wise people study and evaluate each company fundamental and safety before putting in their hard earned monies

As broad is the way, wide is the gate but they all end in destruction

But narrow is the gate and straight is the way but the end is safety and prosperity
29/11/2020 7:37 PM
DickyMe But cannot beat a fool like you who promoted NETX for two years until share consolidated.

Look into the mirror before you say anything!
29/11/2020 7:46 PM
calvintaneng Nothing is wrong with Netx

Netx is a future tech stock still in progress

Even Alibaba were rejected in early years

Thomas Edison failed 299 times before perfecting the light bulb. Today Edision electric is called General Electric

See I warned about Utusan and london biscuit which both gone bankrupt

Netx survived and will prosper
29/11/2020 8:11 PM
DickyMe Thomas Edison failed many times. He only wasted his time and energy without bringing anyone to HOLLAND.

In investing not many can afford to waste time and MONEY.
29/11/2020 9:28 PM
calvintaneng SEE SUCCESS IN GLOVES

SUCCESS BEGETS SUCCESS IN PALM OIL NOW

AFTER GLOVE BULL NOW FCPO RM3,505 WILL FGV BE LIKE TOPGLOVE & JTIASA BE SUPERMAX? Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-11-29-story-h1537301957-AFTER_GLOVE_BULL_NOW_FCPO_RM3_505_WILL_FGV_BE_LIKE_TOPGLOVE_JTIASA_BE_S.jsp
29/11/2020 9:47 PM
calvintaneng Word is out

Gets only give 55 sen to take private

Those blindly and foolishly chased high above Rm2.70 will now get a haircut and go botak leow
30/11/2020 9:55 PM
calvintaneng All sorchai sotong and sardine chasing Gets above Rm2.70 will go botak and losing their shirt

Never listen

This is the punishment of fools
30/11/2020 9:57 PM
calvintaneng After Gets will be vivocom

Another rubbish for rubbish collectors

Better wake up before too late!!
30/11/2020 9:58 PM
DickyMe Well,
GETS WAS GOLD JACKPOT for me, from 10.5sen to RM 4 (price at disposal)

BURN CALVIN!
30/11/2020 10:01 PM
calvintaneng Burn what?

Foraging for food at the mouth of active volcanoes

Feeding among Sharks?

Or you go steal food from lions?

See

https://www.dailymotion.com/video/x383895
30/11/2020 10:20 PM

A GENUINE PALM OIL BULL RUN COMES IN WAVES: 3 STEPS FORWARD & 2 STEPS PULLBACK BUT EVENTUALLY HIGH TIDE ARRIVES FOR ALL HAPPY HOLDERS WHO K THE COURSE

Author: calvintaneng   |  Publish date: Wed, 25 Nov 2020, 9:40 AM


Hi guys,

We are now at the new beginning of A New Bull Run in Palm Oil Stocks

A Genuine Bull Run Comes like Incoming Waves on the Sea Shore

IT COMES IN 3 STEPS. THEN PULLS BACK 2 STEPS

AND IT RETURNS AGAIN IN 3 WAVES THEN WITHDRAWS IN 2 WAVES

THESE WAVES PATTERNS ARE LIKEN TO A GENUINE BULL RUN (AS OPPOSED TO QUICK PUMP & DUMP STOCKS WHICH ARE JUST FLASH IN THE PAN: IT FLASHES UP!. DRAWS IN SORCHAI. BURNT THEM KAW KAW. THEN GAME OVER)

NOT FOR GENUINE BULL RUN STOCKS THAT TAKE MONTHS OR EVEN YEARS TO RUN

 

Advanced Vocabulary for English Language Learners: A flash in the pan

ABOVE: FLASH IN THE PAN. PUMPED LIMIT UP. THEN DUMP TO SORCHAI

 

BELOW: BOILING WATER:

IT TAKES TIME TO SLOWLY BOIL

FROM ROOM TEMPERTURE

TO WARM

TO HOT

TO STEAMING HOT

IT ALSO TAKE QUITE SOME TIME TO RETURN

FROM STEAMING HOT

TO HOT

TO WARM

TO ROOM TEMPERATURE

 

The physics of a boiling kettle – my question to the commission! | Roger  Helmer MEP

 

WHILE PALM OIL SHARES ARE TURNING FROM ROOM TEMPERATURE TO WARM (IT WAS LUKEWARM)

MEDICAL GLOVES ARE DESCENDING FROM STEAMING HOT TO HOT = LATER JUST WARM ONLY

  YJInvest likes this.
 
calvintaneng See CPO Uptrending wave patterns

https://tradingeconomics.com/commodity/palm-oil
25/11/2020 9:56 AM
calvintaneng By now CPO trade at higher range of Rm3300 to Rm3500

ALL PALM OIL COMPANIES WILL DO WELL
25/11/2020 9:57 AM
calvintaneng https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2016-05-18-story-h54303089-From_Permafrost_to_Precipitation_how_so_many_got_trapped_in_sumatech_Suda.jsp
25/11/2020 10:10 AM
stockraider I still remember when sifu calvin 1st promoted Gloves beginning of the year, if Raider just listen to sifu calvin n buy....b4 the price spike up, raider would have make few hundred percent gain loh...!!

Raider regret did not follow & do it immediately, when gloves still at a very low affordable price loh...!!

Raider now realise plantation stocks are something like Gloves situation beginning of the Year mah...!!

Just buy b4 spike up loh...!!

Posted by calvintaneng > Nov 25, 2020 11:54 AM | Report Abuse

As cpo prices maintain above Rm3300 a tonne all palm oil stocks will be good to very good



Posted by calvintaneng > Nov 25, 2020 11:56 AM | Report Abuse

As a rising tide of lifts all boats so rising cpo prices will be universally good for all palm oil share as a whole
25/11/2020 1:16 PM
calvintaneng yesterday cpo was down but today up again

This incoming waves pattern are clear bull signs that palm oil is gaining in strength more and more while palm oil stocks still lag behind

Best move is to buy palm oil LAGGARD stocks that haven't move much yet because all will eventually play catch up later
27/11/2020 11:01 AM

LATE PLANTED SOYBEAN WILL YIELD LESS FOR 2021 IN SOUTH AMERICA (LEADING TO SHORTFALL) Calvin Tan Research

Author: calvintaneng   |  Publish date: Wed, 25 Nov 2020, 9:11 AM


 

I don't read, much less follow, the valuations or predictions. I study the numbers. - John Neff

 

LET US STUDY THE NUMBERS OF SOYBEANS BEING PRODUCED

 

 

Hi guys

Whole world is watching how the Soybean crops are planting in South America now

Looks like the delay will cause food deficit next year in 2021

 

See

 

Soybean ideally shoud be planted from April 1st to April 30 (Equivalent to October 1st to October 31st in South America)

After May 10th the Soybean planted might suffer yield loss

If delayed till May 30 (Or November 30 for South America) then the yield losses will be in double digits

As of now (Nov 25th) there will be 2 more weeks of dry weather in South America

 

SO IT IS NOW CONFIRMED THAT YEAR 2021 MARCH TO APRIL 2021 HARVEST OF SOYBEANS WILL BE LESS.

 

What is Soybeans used for?

Answer:

1) Human Food. All 7.8 BILLION PEOPLE ON PLANET EARTH

2) China, Japan, Korea, Vietnam used soybean to make "tofu". Indonesia used Soybean to make tempet

3) Soybean is used to fatten pigs & fishes. Affluent China now eats lots of meat protein

4) You get Soyoil from soybean

5) Soymilk is a healthy substitute for Milk

7.8 BILLION PEOPLE MIGHT NOT USE GLOVES EVERY DAY

BUT 7.8 BILLION PEOPLE NEED TO EAT FOOD - 3 TIMES A DAY

NO MEDICAL GLOVES WON'T DIE IF YOU GOT NO COVID 19

BUT NO FOOD FOR ONE WEEK? CAN DIE!

 

Best regards

Calvin Tan Research

Singapore

 

 

  Be the first to like this.
 
Jonathan Keung Last 2 days CPO slipped following SBO
25/11/2020 9:23 AM
stockraider I still remember when sifu calvin 1st promoted Gloves beginning of the year, if Raider just listen to sifu calvin n buy....b4 the price spike up, raider would have make few hundred percent gain loh...!!

Raider regret did not follow & do it immediately, when gloves still at a very low affordable price loh...!!

Raider now realise plantation stocks are something like Gloves situation beginning of the Year mah...!!

Just buy b4 spike up loh...!!

Posted by calvintaneng > Nov 25, 2020 11:54 AM | Report Abuse

As cpo prices maintain above Rm3300 a tonne all palm oil stocks will be good to very good



Posted by calvintaneng > Nov 25, 2020 11:56 AM | Report Abuse

As a rising tide of lifts all boats so rising cpo prices will be universally good for all palm oil share as a whole
25/11/2020 1:16 PM
stockraider Remember loh...!!

A Genuine Bull Run Comes like Incoming Waves on the Sea Shore

IT COMES IN 3 STEPS. THEN PULLS BACK 2 STEPS

AND IT RETURNS AGAIN IN 3 WAVES THEN WITHDRAWS IN 2 WAVES

THESE WAVES PATTERNS ARE LIKEN TO A GENUINE BULL RUN (AS OPPOSED TO QUICK PUMP & DUMP STOCKS WHICH ARE JUST FLASH IN THE PAN: IT FLASHES UP!. DRAWS IN SORCHAI. BURNT THEM KAW KAW. THEN GAME OVER)

NOT FOR GENUINE BULL RUN STOCKS THAT TAKE MONTHS OR EVEN YEARS TO RUN

Advanced Vocabulary for English Language Learners: A flash in the pan

ABOVE: FLASH IN THE PAN. PUMPED LIMIT UP. THEN DUMP TO SORCHAI

BELOW: BOILING WATER:

IT TAKES TIME TO SLOWLY BOIL

FROM ROOM TEMPERTURE

TO WARM

TO HOT

TO STEAMING HOT

IT ALSO TAKE QUITE SOME TIME TO RETURN

FROM STEAMING HOT

TO HOT

TO WARM

TO ROOM TEMPERATURE

The physics of a boiling kettle – my question to the commission! | Roger Helmer MEP

WHILE PALM OIL SHARES ARE TURNING FROM ROOM TEMPERATURE TO WARM (IT WAS LUKEWARM)

MEDICAL GLOVES ARE DESCENDING FROM STEAMING HOT TO HOT = LAT
25/11/2020 1:37 PM

PALM OIL BULL RUN CAUSED BY SEVERE DROUGHT IN SOUTH AMERICA SOYBEAN REGION, Calvin Tan Research

Author: calvintaneng   |  Publish date: Wed, 25 Nov 2020, 12:11 AM


Hi guys,

A PICTURE SPEAKS BETTER THAN A THOUSAND WORDS

SOYBEAN PRICES ARE NOW REACHING NEW HIGH. POWERING UP PALM OIL TO RM3,500

WHOLE WORLD SUFFERING LA LINA EFFECT OF TYPHOONS/FLOODS & DROUGHT

USA SOYBEAN HARVEST SHORTFALL BY 100 MILLION BUSHELS

 

AS SOYBEAN GETS LESS AND LESS PEOPLE ARE LOOKING AT SOUTH AMERICA STATES OF BRAZIL, ARGENTINA, URUGUAY, PARAGUAY & BOLIVIA FOR THE EARLY 2021 SOYBEAN HARVEST

BUT SINCE SOUTH AMERICA NOW GRIPPED BY DROUGHT THERE WILL BE PANIC BUYING OF SOYBEAN

SHOULD SOYBEAN CROP FAIL IN SOUTH AMERICA THEN A POWERFUL BULL RUN IN PALM OIL WILL COMMENCE FOR YEAR 2020/2021

SEE

Map of South America at 1960AD | TimeMaps

RIGHT NOW A SEVERE DROUGHT IS DRYING UP THE SOYBEAN CROPS OF BRAZIL, ARGENTINA, BOLIVIA, URUGUAY & PARAGUAY (TOP 5 SOYBEAN PRODUCING COUNTRIES ON EARTH) REST ARE CHINA (TOTAL WIPE OFF BY SUPER TYPHOONS, INDIA (DESTROYED BY FLOODS), UKRAIN (DROUGHT) CANADA (DROUGHT), USA (GOT SHORTFALL OF 100 MILLION BUSHELS DUE TO DROUGHT THIS YEAR)
 
ALREADY NEAR DECEMBER 2020 AND SOUTH AMERICA STILL WAITING FOR MUCH NEEDED RAIN. SOON THE PLANTING SEASON WILL BE OVER AND THOSE SEEDS SOWN IN DECEMBER 2020 MIGHT NOT PRODUCE WELL
 
THAT MEANS THAT THERE WILL NOT BE ENOUGH SOYBEAN OR CORN FOR YEAR 2021
 
LEADING TO EVEN MORE PANIC BUY AND HIGHER PRICES
 
HIGHER PRICES?
 
YES! IN YEAR 2010 DROUGHT SOYBEAN REACHED THE PEAK OF USD18 & CAUSED WORLD WIDE FOOD SPIKE
 
2010 ALSO CAUSED THE ARAB SPRING WHEN 5 MIDDLE EASTERN COUNTRIES WERE OVER THROWN STARTING FROM GADDAFI TO HOSNI MUBARAK.
 
2010 IS ALSO THE YEAR WHEN PALM OIL PEAKED OUT AND TYCOON REMISIER KING PETER LIM SOLD HIS WILMAR SHARES AND MADE USD1.5 BILLIONS (COST OF INVESTMENT WAS USD10 MILLIONS)
 
AND THIS ROUND IF SOYBEAN SPIKES AGAIN PALM OIL WILL ALSO RISE LIKE NEVER BEFORE?
 
IF SO NOW IS THE TIME TO BUY PALM OIL STOCKS AGAIN
 
SUGGESTED ONES ARE FGV, JTIASA, THPLANT, WTK, TDM, MHC, CHINTECK PLANTATIONS IN MALAYSIA
 
BUMITAMA & GOLDEN AGRI IN SINGAPORE
 
 
R

Severe Drought in South America

Severe Drought in South America
R

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  Be the first to like this.
 
calvintaneng https://www.foodnavigator-asia.com/Article/2020/11/24/Palm-oil-in-China-Consumption-growth-expected-in-food-sector-as-government-moves-to-phase-out-GM-soybean-oil
25/11/2020 12:31 AM
calvintaneng Brent oil nears Usd48 is also good for palm oil

Another reason for converting palm oil to biodiesel use

This is one more oomph factor for palm oil use
25/11/2020 7:48 AM
calvintaneng In year 2014 it was the cheap shale oil that hammered crude oil. And in turn it affected palm oil because biodiesel from palm oil will be hit

Now as Crude oil regains from it's lows Biodiesel usage will increase again as well
25/11/2020 7:51 AM
calvintaneng LATE PLANTED SOYBEAN WILL YIELD LESS FOR 2021 IN SOUTH AMERICA (LEADING TO SHORTFALL) Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-11-25-story-h1536609884-LATE_PLANTED_SOYBEAN_WILL_YIELD_LESS_FOR_2021_IN_SOUTH_AMERICA_LEADING_.jsp
25/11/2020 9:14 AM
calvintaneng A GENUINE PALM OIL BULL RUN COMES IN WAVES: 3 STEPS FORWARD & 2 STEPS PULLBACK BUT EVENTUALLY HIGH TIDE ARRIVES FOR ALL HAPPY HOLDERS WHO KEEP THE COURSE

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-11-25-story-h1536609910-A_GENUINE_PALM_OIL_BULL_RUN_COMES_IN_WAVES_3_STEPS_FORWARD_2_STEPS_PULL.jsp
25/11/2020 9:59 AM
Chua Zhi En I believe it's a commodities bull run incoming. Hehehe
25/11/2020 11:35 AM
Chua Zhi En However, I have one losing making plantation co in my portfolio. Should I cut instead? Kindly enlighten me Calvin.
25/11/2020 11:37 AM
Chua Zhi En Rsawit
25/11/2020 11:37 AM
calvintaneng Rsawit ok if not for impairment
25/11/2020 11:52 AM
calvintaneng Jtiasa has Rm98.9 million ppe mark down last qtr

This qtr should be good
25/11/2020 11:53 AM
calvintaneng As cpo prices maintain above Rm3300 a tonne all palm oil stocks will be good to very good
25/11/2020 11:54 AM
calvintaneng As a rising tide of lifts all boats so rising cpo prices will be universally good for all palm oil share as a whole
25/11/2020 11:56 AM
apolloang WTK lost 169 mil also good?
25/11/2020 12:18 PM
calvintaneng remember kwantas ?

kwantas has no profit but losses after losses

kwantas all gave up and sold down from Rm1.65 to only 50 sen

no share buy back from kwantas or director

then suddenly Kwantas announces Rm1.65 privatise news

all chased and chased Kwantas above Rm1.40 over 200% up

So is Wtk

Wtk bosses bought as high as 50 sen
company constantly do share buyback

So look beyond one or two quarter losses

at least Wtk got give dividend

and who knows ?

wtk might offer a high privatisation price like Kwantas later
25/11/2020 12:50 PM
stockraider I still remember when sifu calvin 1st promoted Gloves beginning of the year, if Raider just listen to sifu calvin n buy....b4 the price spike up, raider would have make few hundred percent gain loh...!!

Raider regret did not follow & do it immediately, when gloves still at a very low affordable price loh...!!

Raider now realise plantation stocks are something like Gloves situation beginning of the Year mah...!!

Just buy b4 spike up loh...!!

Posted by calvintaneng > Nov 25, 2020 11:54 AM | Report Abuse

As cpo prices maintain above Rm3300 a tonne all palm oil stocks will be good to very good



Posted by calvintaneng > Nov 25, 2020 11:56 AM | Report Abuse

As a rising tide of lifts all boats so rising cpo prices will be universally good for all palm oil share as a whole
25/11/2020 1:11 PM

JTIASA (4383) A COMPOUND OF 2 WORDS - JAYA & SENTIASA (ALWAYS SUCCESSFUL), Calvin Tan Research

Author: calvintaneng   |  Publish date: Fri, 20 Nov 2020, 12:04 AM


Hi guys,

I am happy to share on Jaya Tiasa - Always Successful

And these are the Salient Factors for JAYA TIASA THE ALWAYS SUCCESSFUL COMPANY

1) JAYA TIASA  HAS SYNERGY 

ALL ITS OVER 205,000 ACRES OF PALM OIL & TIMBER & MILLS ARE LOCATED IN THE STATE OF SARAWAK

Unlike so many Plantations scattered all over the States & Across Nations JTiasa has all its Plantation Assets in One State - Sarawak

This will enable it to syncronise all its Operations. Since MCO forbade travelling from State to State JTiasa has no such restrictions

This also saves time & transport and economy of scale.  All due to long term successful planning

 

2) IT HAS THE MOST UNDERVALUE ASSETS AMONG ALL PLANTATION COMPANIES IN MALAYSIA

THE LANDS OF JAYA TIASA ARE THE LOWEST PRICED IN MALAYSIA

Example is in Pulau Bruit (see Annual report)

Pulau Bruit
Lot 92, 93 & 96 Leasehold Land
Block 6, Bruit Land District expiring on 18.05.2064
Oil Palm Estate..........Land area  50,001,473 sq meter  Cost  Rm8,926,000    Book value as at  09/Dec/2004
 
Jtiasa has 50,001,473 sq meter of palm oil lands in Pulau Bruit valued at Rm8,926,000
 
Let's calculate its cost per sq ft
 
First multiply 50,001,473 sq meter by 10.764 to convert to sq ft
 
= 538,215,855.3 sq ft
 
Ok to get psf divides Rm8,926,000 by 538,215,855.3
 
= 0.016 sen
 
Or 1.6 sen per sq ft (If converted to Acre multiply 1.6 sen by 43,560 = Rm696 Per Acre
 
In some cities Lands are Sold at more than Rm1,000 Per Sq Ft. For Jtiasa (Giant Treasure) You can get An Acre land for only Rm696 (amazing undervaluation)
 
HOW IN THE WORLD YOU CAN GET LANDS PLANTED WITH PALM OIL FOR 1.6 SEN???
 
CAN YOU BUY ANYTHING WITH A 5 SEN COIN TODAY?? 50 SEN ALSO COULD HARDLY GET YOU ANYTHING
 
HOW MUCH MORE TO GET 1 SQ FOOT LAND WITH PALM OIL TREES FOR LESS THAN 2 SEN PSF?
((these are not jungle lands but cleared, cultivated with maturing 11 years old oil palm trees))
 
3) SUPERIOR VALUE ADD BY HAVING ALL ITS PALM OIL ESTATES AND MILLS 100% MSPO CERTIFIED
 
THIS ADDS VALUE BECAUSE THESE PLANTATIONS HAVE PASSED & CERTIFIED NOT TO EMPLOY CHILD LABOUR OR FORCE LABOUR
 
 
4) SUPERIOR IN THE AGE OF ITS OIL PALMS
 
THE AVERAGE AGE OF JTIASA OIL PALMS ARE 11 YEARS OLD
 
AN OIL PALM TREE LASTS FOR 30 YEARS AND CAN GROW AS TALL AS 40 FEET
 
AND THE MOST PRODUCTIVE YEAR STARTS FROM 11 YEARS CHUN CHUN!
 
 
5) SUPERIOR IN ITS LOCATION
 
SARAWAK IS FREE FROM TYPHOON, TSUNAMI & EARTH QUAKE (Sabah used to experience mild earthquake from time to time but not Sarawak.
 
 
6) SUPERIOR DUE TO SARAWAK BEING A GROWING STATE
 
THE PAN BORNEO HIGHWAY WILL UNLOCK ALL THE LAND ASSET VALUE OF JTIASA RIGHT INTO THE FAR FUTURE. THE LONGER YOU HOLD JTIASA SHARES THE BETTER YOU WILL BE IN SEEING ITS FULL VALUE UNLOCK
 
The North South Plus Highway unlocked the Value of Lands from Thai border to the South of Johor near Tuas, Singapore, powering up the Value of all the Lands along this Stretch
 
So will be Jtiasa Lands in Sarawak as it opens up
 
 
7) SUPERIOR LONG TERM INVESTMENT VISION & MISSION
 
In the latest Annual Report Jtiasa stated that Its Replanting of Forests will be maturing by year 2022
 
Just in time for harvesting as we now enter Year 2021 in Cpo bull run. This Palm oil bull run from now till Year 2021 will then usher in a Ready Harvest of Jtiasa Planted Lumber
 
May I relate as example of Long Term Investing
 
I once employed an Indonesian worker called Jarwo 
 
Jarwo earn his money by doing contractor job in Malaysia
 
With the money he bought a piece of land in Surabaya.
 
On this land he planted trees. It took 8 long years for these trees to grow.
 
After 8 years Someone offered to buy his trees. Now huge and very tall.
 
They paid him. Cut down the trees and transported them away. He only sold the trees which were used as pulp for paper.
 
He did not sell his land which after 8 years already appreciated in value.
 
Then he told me he will plant more hardy trees. This will take 11 years. Why so long"?
 
He said these trees will yield better quality Wood and could be used for furniture. So it will command higher prices than making into papers.
 
Wow. He has such long patience 
 
This is what Jtiasa has been doing. They planted. And now by year 2022 these trees will mature for harvesting. Are we able to see Jtiasa reap its long hard reward?
 
 
8) THE BEST IS THIS. JTIASA IS PRICED AT HISTORIC UNDEMANDING PRICES AROUND 85.5 SEN WHEN UNCLE KOON 1ST PROMOTED JTIASA AROUND RM2.20  IN YEAR 2014
 
NOW WE ARE BUYING AT A VERY NICE 60% DISCOUNT. THIS IS BUY LOW AND SELL HIGH LATER
 
NOT CHASE HIGH AND THEN HOPE TO SELL HIGHER.
 
 
INSIDER BOSSES ALSO HOLDING ABOVE RM1.20 TO RM2.00
 
See
 
 

9) SUPERIOR AS SUCCESSFUL INVESTORS ALSO IN TOP 30 OF JTIASA

AMONG THEN ARE DBS BANK Being the Largest Bank of Singapore

Grand Master Sifu Dr Neoh Soon Kean

Pheim Boss Tan Chong Koay (Buying on behalf of EPF)

 

10) BEST OF THE BEST

JTIASA WILL SEE MUCH BETTER TIME AGAIN AS CPO PRICES HAVE CROSSED RM3500 PER TONNE

 

At 85.5 sen now. In year 2014 it reached Rm2.70

 

See if Jtiasa could reach Rm1.35 first (50% of retracement)

Then only see how high it will go depending on Cpo uptrend & coming La Nina event yet unfolding

 

 

Best Regards

Calvin Tan Research

Singapore

 

Disclaimer

All information provided here should be treated for informational purposes only. It is solely reflecting author's personal views and the author should not be held liable for any actions taken in reliance on information contained herein

 

 

  Be the first to like this.
 
calvintaneng JTIASA IS ONE RARE GEM YOU CAN BUY AND HOLD LONGER TERM LIKE TYCOON PETER LIM HOLDING WILMAR

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-11-15-story-h1536433928-ALL_BY_INVESTING_IN_PALM_OIL_Peter_Lim_From_Taxi_Driver_To_Billionaire_.jsp
20/11/2020 8:27 AM
luckyme123 very detailed and informative.. Thank you
20/11/2020 9:07 AM
i3gambler Share Price = 0.855
Share Qty = 967,991,000

A)Market Cap = 827,632,305
B)Total liabilities = 1,048,623,000
C)Non-controlling interests = 1,306,000
D)Other investment = 38,500,000
E)Current assets = 155,033,000


Total Mill, mt/hr = 305 (Estimate form FFB processed)
F)Value of Mill (250K per mT/hr) = 76,284,247

Enterprise Value for Planted Estate = A+B+C-D-E-F = 1,607,744,058
Total Planted Ha = 69,589
Enterprise Value / Planted Ha = RM23,103
20/11/2020 9:24 AM
calvintaneng One missing piece of the puzzle all have missed

The extremely low price of Jtiasa land cost

In Pulau Bruit land on this pristine island is only 0.016 sen psf

If Jtuasa want to follow fiamma, seacera or oka example it can easily revalued lands and book them as profits

Then it will show HUGE PROFITS

PLUS NTA WILL INCREASE BY MANIFOLD

Jtiasa is not interested in short term measures as it has a very rock solid longer term approach
20/11/2020 9:42 AM
i3gambler Enterprise value per Planted Ha:
1) SUBUR: RM16,143,
2) RSAWIT: RM22,322,
3) SWKPLNT: RM21,206,

SUBUR's EV/Ha is the lowest.
If you are looking for cheap land, go for SUBUR, but it is still a loss making company,
20/11/2020 10:03 AM
calvintaneng I think Jtiasa Boss got dispose both SuburTiasa and Rsawit but holding all Jtiasa shares tightly
20/11/2020 11:52 AM
calvintaneng Slowly quietly steadily accumulate cpo stocks as Soyoil future keep on relentlessly going up almost everyday

The selling prices of Ffb, cpo and palm kernal will be at elevated level from now

Results for Feb 2021 will be fantastic
20/11/2020 12:28 PM
calvintaneng Very strong soyoil future at USD39 even on a Friday in Dalian

Tnight let's see US Chicago soyoil future will break the Usd40 barrier due to world in shock panic buy soybean again
20/11/2020 4:40 PM
calvintaneng Last night US soyoil reached the high of USD39.32 but then profit taking set in to close at Usd38.64.

Still very high from USD30 which is the very good support for Cpo bull trend

Since Brazil still in very hot weather planting of soybean will now be delayed till near December 2020

It takes soybean 100 days to grow and fully mature for harvesting

So with USA soybean fully harvested by Nov 2020 there will be not much soybean on world market till early March 2021

Within these 4 months only old stock of soybean left with ever increasing demand

Can expect remaining stock of soybean to go even higher

For this reason Cpo will reign supreme going into early 2021

And if Mato Grosso of Brazil soybean crop face unrelenting drought for next 3 months then Cpo prices will explode upward like years 2012/3 into a very powerful bull run

Jtiasa reached Rm2.70 then. Will Jtiasa reach Rm2.70 again?

Possible

Yet to be seen
21/11/2020 7:26 AM
stockraider U analyse properly lah....!!

The latest logs production figure for Wtk & jtiasa already bottom up & stabilise loh...!!

For example the lowest log production for wtk is dec 2019 at 8628 m3 but in latest oct 2020 it is 12524 m3 up 45% mah...!! Also selling price up 40% mah....!! very powerful gain mah...!!

Likewise Jtiasa lowest production is in Jan 20 at 3003 m3 but in the latest Oct 20 it when up sharply to 14802 m3 a very sharp increase of 393% mah.!

With further high gain in selling price of 40%, u can expect very big improvement in jtiasa

Always look at these very important big changes & improvement loh..!!

Posted by Mikecyc > Nov 20, 2020 11:05 AM | Report Abuse

WTK Logs Jtiasa Logs

Dec2018 = 58,217 m3 : 12,892 m3
Nov2019 = 13,202 m3 : 26,535 m3
Dec2019 = 8,628 m3 : 24,440 m3
Jan2020 = 12,508 m3 : 3,003 m3
Feb2020 = 18,465 m3 : 7,828 m3
Mar2020 = 12,273 m3 : 13,944 m3
April2020 = 10,433 m3 : 22,668 m3
May2020 = 14,612 m3 : 7,291 m3
June2020 = 9,203 m3 : 24,276 m3
July2020 = 12,887 m3 : 15,118 m3
Aug2020 = 10,092 m3 : 22,341 m3
Sept2020 = 12,060 m3 : 22,915 m3
Oct2020 = 12,524 m3 : 14,802 m3
22/11/2020 1:14 PM
stockraider Again u need to interpret properly these data mah...!!

2020 latest price 11.81
2019 price........9.53
2018 price.......8.92
2017 price......9.59
2016 price......10.02
2015 price......8.65
2014 price......10.22

At Latest 11.81....it is at 6 yrs high mah...!!
Very powerful mah...!!

Still got chance & room to go to 20 years high at 14.11 mah..!!

Very powerful gain loh...!!

Posted by Mikecyc > Nov 22, 2020 12:49 PM | Report Abuse

Soybean Prices - Historical Annual Data
Year Average
Closing Price Year Open Year High Year Low Year Close Annual
% Change
2020 $9.2361 $9.5625 $11.8100 $8.2175 $11.8100 23.92%
2019 $8.9298 $9.0700 $9.5300 $8.0250 $9.5300 6.78%
2018 $9.3456 $9.6475 $10.7750 $8.1400 $8.9250 -7.01%
2017 $9.7820 $9.9500 $10.7500 $9.0400 $9.5975 -4.26%
2016 $9.8753 $8.5600 $11.7825 $8.5600 $10.0250 15.81%
2015 $9.4242 $10.0700 $10.5650 $8.5525 $8.6565 -15.32%
2014 $12.2850 $12.7000 $15.2010 $9.1025 $10.2230 -21.15%
2013 $13.8587 $13.9225 $15.4075 $11.9350 $12.9650 -8.14%
2012 $14.6226 $12.2750 $17.6825 $11.5825 $14.1135 17.04%
2011 $13.1852 $13.7900
22/11/2020 1:17 PM
calvintaneng Just few more days

Giant treasure results will be out
23/11/2020 4:00 PM
calvintaneng Soybean touched Usd12
The highest since year 2016

Time for Jtiasa to rebound back to years 2014 to 2016 price above Rm2.70 in its Cyclical Trend
24/11/2020 7:33 AM
apolloang tan sri calvin u didn't buy kstar and euro? hehe
24/11/2020 10:00 AM
calvintaneng keep solely to palm oil stocks

buy more while cheap
24/11/2020 1:33 PM
calvintaneng https://www.foodnavigator-asia.com/Article/2020/11/24/Palm-oil-in-China-Consumption-growth-expected-in-food-sector-as-government-moves-to-phase-out-GM-soybean-oil
25/11/2020 12:31 AM


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