THE INVESTMENT APPROACH OF CALVIN TAN
TOP 10 Reasons for buying DRB-HICOM now before it powers up as Top Performing Stock of 2017 (Calvin
calvintaneng
Publish date: Fri, 02 Dec 2016, 03:23 PM
calvintaneng
0 1,790
Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
These are the REASONS you must investigate carefully:
1) GE14 IS ON!
Umno Wanita has asked for prominent positions to be given to Malays in GLC during UMNO Meeting.
This shows that GLC Linked Stocks are well connected politically. So DRB is on target to go up!
2) CASH OF 13 CTS FOR POS SHARE PRICE RISE
Last report showed a deduction of Rm130 mil due to Pos remeasurement. By the same token Now that DRB's 53.5% share of POS has gone up from Rm3.26 to Rm3.93 there is a Rm280 Million gain or about 13 cts. So next quarter result should register at least 13 cts gain.
3) Disposal of Corwin Generates Another Rm529 Milllion Gross Profit for the qr of Feb 2017.
This will help to reduce the gearing & borrowings of DRB Hicom
4) DRB QUALIFIES AS A GRAHAM NET NET BUY!!
Price at Rm1.02 With NTA Rm3.16 DRB is selling at A Huge Margin of safety. This qualifies as a Ben Graham Net Net Stock.
No wonder value investor like Lim Pei Tiam is top 30 share holders! If Walter Schloss is alive he will surely include DRB in his portfolio! And Walter Schloss is one of the SUPER INVESTORS of All Time according to Warren Buffet!
5) DRB GOT POS. NOW 53.5% OWNERSHIP. A POWERFUL MONOPOLY
POS is a monopoly & has 200 years history. So it is highly defensive!
6) DRB Also Own PUSPAKOM ANOTHER POWERFUL MONOPOLY
Another monopoly! Warren Buffet likes company with a defensive moat. So DRB has not one but 2 defensive moats: POS & PUSPAKOM!
7) OWN 70% Of Bank Maumalat
This Islamic Bank also got Islamic Pawn shop. Like RceCap this is another Cash Cow!
8) POS/DRB going into the HUGE ECOMMERCE ONLINE MARKET THROUGH A STRATEGIC MERGER!
This 53.5% of POS position by DRB enables both to GO BIG TIME INTO THE SUN RISING INDUSTRY OF ECOMMERCE
Amazon of USA & Alibaba of China captured the traditional businesses by storm.
The same is now happening in Malaysia. Next year is Internet Digital Year of ECommerce\
9) HOT NEW! NEW NEWS! JACKMA COMING By MARCH 2017 TO LAUNCH E FREE TRADE ZONE!
POS Has Planned JV with Alibaba of China!! This March ECOMMERCE Will Dominate the Headlines of all Media, Newspapers, Researchers & Analysts
10) At Rm1.02 DRB Qualifies as Calvin's 3rd defensive rule
HE THAT IS LOW NEEDS FEAR NO FALL.
THE DOWNSIDE IS WELL SUPPORTED THE UPSIDE IS VERY IMMENSE!!
Take position now for a multi year price surge in DRB now!!!
Regards,
TRIPLE CHEERS!!!
Calvin Tan Research
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Discussions
Be the first to like this. Showing 27 of 27 comments
to be fair to calvin .. he did made some right calls
but unfortunately... he also organized many Holland trips as well
2016-12-02 17:01
Calvin use his 3% of fund can press down from 1.40 to 90c and push from 90c to 1.03. Geng
2016-12-02 17:35
omegacankill
ur perseverance is really admirable.. :)
Calvin say Thank You!
Calvin is inspired because of what he SEES so clearly ahead.
It is almost a given that I will be proven correct in coming days!
2016-12-03 00:05
Posted by John Lu > Dec 3, 2016 12:11 AM | Report Abuse
Calvin...how much is your average cost for DRB?
Calvin answers:
My average cost is not important.
The important thing is this.
This weekend go SEE Proton Ertiga sales whether good or not? Just ask Proton salesman how is the response.
Get to know news first hand before media publishes it later.
Be the First to Know.
Then be the First to act!
2016-12-03 00:18
Calvin, in DRB balance sheet I see that the others current liabilities amounted to > 20 Billion RM, is that banking related (Bank Muamalat) and it appears also on the Asset? What is that? is it loans from the bank considered as asset for DRB and depositors $$ considered as liabilities? Can u advise?
2016-12-03 12:32
Yes aajjvb,
Bank Maumalat receives deposits & also gives out loans.
Look at the total Assets - total liabilities at the bottom lines
Rm44 Bil - Rm34 Bil = Rm10 Bil surplus.
The surplus is reflected in NTA as Rm3.16
So at Rm1.03 DRB is selling at 68% Discount. And if Properties are revalued the discount will even be more than 68%
This was the same with CMSB in year 2008 when it was selling at Rm1.02 with NTA Rm3.58 (CMSB like DRB has high debt also) But it has a monopoly on Sarawak/Sabah Cement. CMSB later crossed Rm10 & split.
2016-12-03 13:29
i think u may need to hold onto drb for a long time(years) if you are looking at rm3, rm5 or rm10.
naturally all stocks with lots of assets eventually may go that high....
but can anyone hold that long a time i wonder.....
its really your choice and only u need to decide that yourselves...
but again can anyone really understood what i said ....now i wonder....lol
2016-12-03 13:35
Posted by coolinvestor > Dec 3, 2016 01:35 PM | Report Abuse
i think u may need to hold onto drb for a long time(years) if you are looking at rm3, rm5 or rm10.
naturally all stocks with lots of assets eventually may go that high....
but can anyone hold that long a time i wonder.....
its really your choice and only u need to decide that yourselves...
but again can anyone really understood what i said ....now i wonder....lol
YOU ARE CORRECT!
Sifu Warren Buffet holds coca cola, wrigley chewing gum which has a 100 history.
So POS has survived 200 years & Puspakom will be around if cars, lorries, jeeps, suvs & buses are still in use by mankind.
I think both POS & puspakom should survive for another decade or two.
And so I can sleep soundly every night.
2016-12-03 13:41
Thanks Calvin finally i beleive Drb will fly.....all Umno members shall be back monday
2016-12-03 21:46
talk talk talk .. talk again. talk so much 4 wat? i buy around 90 b4 august and sold on 5th and 7th oct. now oversold but no buy signal yet.
2016-12-03 23:16
ok la.. i found ady hhh corp. this stock potentially go 0.06. on downtrend but something fishy is goin on. better watch it carefully.
2016-12-03 23:39
walao.... apasal ni.? i'm talking about drb, u talking about hiap huat which i don't have any clue about it. haaha... somemore call me ask my wife? walao eh..... i don't even know u. tonite u ada makan ubat tak?
2016-12-03 23:45
bryn, do you realised that i'm not talking to you in my 1st comment? i'm talking to thread owner, if i'm talking with you, i would hv mentioned your name. by not mentioning any name, i'm actually talking to the person who created this thread. haha..
2016-12-03 23:54
hii bryan poop. i'm here again after 1 year. tq for your 1,000,000 hhhcorp shares. it went up to 0.145 on april 5th 2017. up more than 100%.. tq poop. ;)
2017-11-01 12:14
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omegacankill
ur perseverance is really admirable.. :)
2016-12-02 16:41