Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Thu, 14 Nov 2019, 8:10 AM

 

IMPORTANCE OF INTERNATIONAL, NATIONAL & INDIVIDUAL COMPANY CATALYSTS FOR STOCKS, Calvin Tan Research

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Dear Friends, Investors & Traders of i3 Forum,

 

A Stock can only move by Catalysts

 

1) INTERNATIONAL FACTORS (Caused by World Events or World Governments)

 

2) NATIONAL FACTORS (Caused by Malaysian Govt Policy Changes)

 

3) INDIVDUAL FACTORS (Caused by Each Individual Company leadership)

 

1)INTERNATIONAL FACTORS:

It Was The Upturn of Crude OIl Prices That Enabled Petronas to Increase in Capex for Upstream Jobs By Rm30 Billions leading to the Bull run in OGSE Stocks/

So it was THE INTERNATIONAL FACTOR OF OIL PRICE RISE

And the Bull Run in OGSE Stocks like Dayang, Carimin, Penergy & Uzma

Now already over ripe for its upside is now limited

 

2) NATIONAL FACTORS

This Is Where PH Govt initiated the RM21.6 Billions for Nationwide Fiberation

A Whopping Rm21.6 BILLIONS CASH INFUSION FOR BUILDING OF DIGITAL INFRASTRUCTURE SUPPORT FOR THE EXPANSION OF FFTH (FIber To The Home) & HSBB (High Speed BroadBand) FOR THE E-COMMERCE PENETRATION INTO EVERY PART OF WEST MALAYSIA, SABAH & SARAWAK

And these Companies are expected to benefit = Netx, Opcom & Redtone (ock & gpacket)

 

3) INDIVIDUAL COMPANY FACTORS

There are more than 1,000 Companies in KLSE. All going through their cycles of business upturn and downturn

But each Individual Company is unique in Its Business. Some languish while Others Thrive

It depends on the Leadership then to make or break the Company

For MuiProp there is a change in Leadeship. Lots of old baggages are removed. Things are revamped and there is a revival in enterprize. So there is a new found hope in MuiProp now

 

Just Like A Garden. There maybe many Fruit trees. But they will only bloom and fruit in their respective season

We must therefore, take note of the impending catalyst that will unlock their value 

If we can spot ahead in time their coming imminent catalyst and take position early. Then we will see lots & lots of profits in our portfolio and do very well. Or else we can hold Value Stocks without catalysts which will remain stagnant for a very very long time

So the Important New Lesson Is

It is Good to Invest In Value Stocks

BUT IT IS FAR FAR MORE BETTER IF WE CAN FIND VALUE STOCKS THAT HAVE IMMINENT CATALYSTS THAT WILL UNLOCK THEIR VALUE SOON!

 

Best regards,

Calvin Tan Research

Singapore

Please buy and sell after doing your own due diligence

 

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  Be the first to like this.
 
Icon8888 Wow it took you so long to finally figure out that buying based on NTA is pointless

But at least you heading in right direction now
20/10/2019 5:51 AM
Philip Greta No he didn't, he still buying property stocks.
20/10/2019 6:34 AM


 

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