March 15, 2016 By Calvin Tan Smart Investment

CBIP, ALAM MARTIN, WASEONG & YTL – POWER . 4 Energy Related Stocks of Fire Monkey Year (Calvin Tan)
Author: calvintaneng | Publish date: Tue, 15 Mar 2016, 01:09 AM


Govt has stated that there will be continual commitment to encourage Oil Palm Industry. Very Good for the future of CBIP. CBIP Has the best extraction method for every drop of precious palm oil. As Palm Oil Prices continues to recover due to Ongoing El Nino & La Nina there will be more business for CBIP. Calvin calls for a Buy on CBIP.


This Company is Well Supported by Govt Linked Petronas. Tabung Haji is the No 2 Top Shareholders of Alam Martin. So expect more Awards After Awards to be chanelled to Alam and keeping it Afloat. Alam should do well among 0&G counters. Just buy on weakness


Waseong has now fallen to Multi Year Lows due to EPF relentless selling. This is really dumb. EPF appoints different entities to buy and sell shares all the time. They bought Waseong at much higher price last 2 years. Now they are selling like no tomorrow. This is the best time to buy. Last time EPF sold down Ajiya to Rm1.26. If only they know that Ajiya later power up to a high of Rm4.79

Insiders have been buying & buying while EPF is selling.

Among the more important shareholders that didn’t sell are AMANAH SAHAM BUMIPUTRA & TABUNG HAJI

Waseong has more than 1 million acres plantation lands in Congo, Africa – the continent where Oil Palm Trees is native. . 440,000 acres are planted with 3 year old Oil Palm Trees

These 1 over million acres lands were bought around Rm100 millions. Now the Congo franc has appreciated by 25%. So there is deep hidden value in Waseong. While Malaysian Oil Palm Plantations are facing higher labour costs the average monthly wage of a grown man in Congo is only Rm100 per month. So Waseong can really compete.

Another important factor is Waseong’s Investments in IGB Shares. It has a Very Substantial Position in IGB. IGB is highly defensive.

With great vision Waseong is among the first companies to invest in Myanmar. And Waseong has also set up an entity in Canada where Petronas has already invested Rm12 Billions in O & G ventures.


Note: During Lehman Brothers’ Crisis in Year 2008 Waseong Share Price crashed from Rm3.06 in year 2008 to a low of 98 cents in year 2009. Then Waseong rebounded to a high of Rm2.83 in year 2010.

So Just Follow Insiders/Directors to buy more Waseong While It’s So Cheap – Brimming with VALUE NOW!


At Rm1.45 with yearly dividend of 10 cents Waseong gives a decent yield of 6.8% – better than EPF at 6.4%.

Dumb Entities Who Managed EPF Funds have bought Waseong as high as Rm1.90 are now selling it at Rm72 cents(Less than 60%) At this rate how can EPF continues to give more than 6% dividend next year?

Better take out your EPF Monies and Park them in YTL-POWER.

More so because Tenaga National says that there is a Huge Spike in Electricity Usage Due To Very Hot Weather – Airconds everywhere are humming day and night!

This is Very Good News for YTL – POWER as it sells Electricity to TNB & SERAYA In S’PORE.

And with coal, gas & crude prices at all time low YTL-POWER Should be making tonnes of money!

All the above Stocks Deal With Energy. Yes The Fire Monkey Year Will Benefit Energy Stocks the most.



Additional Information

In the book ” Keynes Way of Wealth” it was revealed that the Great Economist John Maynard Keynes invested throughout The Great Depression of the 1930s & did pretty well due to his investment in Utility Stocks that pay good dividends even during the very difficult period. And YTL-POWER is a highly recession proof Utility Stock that pays a good dividend

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