9th M’sia Plan Top Budget Allocation For Infrar Powered Up Cement So 12 MP For NFCP Powers up Opcom, Redtone & Netx, Calvin Tan
October 27, 2019 By Calvin Tan Smart Investment
Dear Friends, Investors & Traders,
When PM Badawi Launched 9MP Or 9th Malaysia Plan with FOCUS INTO PHYSICAL INFRASTRUCTURE BUILDING WORKS
I sensed Cement Companies will benefit the most as Infrastructure construction of Highways, Bridges & Others will need lots and lots of Cement
First See PM Badawi 9MP Blue Print
The Ninth Malaysian Plan (Malay: Rancangan Malaysia ke-9), abbreviated as ‘9MP’, is a comprehensive blueprint prepared by the Economic Planning Unit (EPU) of the Prime Minister’s Department and the Finance Ministry of Malaysia with approval by the Cabinet of Malaysia. The plan allocates the national budget from 2006 to 2010 in regard to all economic sectors in Malaysia.
The blueprint was announced on 31 March 2006, and was unveiled by the fifth Prime Minister of Malaysia, Datuk Seri Abdullah Ahmad Badawi in Parliament.
Contents
NUMBER ONE TOP CAPITAL ALLOCATION WAS INTO INFRASTRUCTURE CHUN CHUN!!
Highlight issues of 9MP[edit]
Infrastructure[edit]
- RM1500 bil savings from privatisation
- RM101111 bil for Iskandar Region Development Authority (IRDA)
- RM3.58 bil for building and upgrading rural roads
- RM29 bil for biotechnology (physical and soft infrastructures)
- RM11 bil for upgrading and extension of KKIA, second low cost hub for Malaysia
- Additional runway and satellite building for KLIA
- Double tracking at selected priority stretches
- An upgraded works of Pasir Gudang Highway and the construction of Johor Bahru Eastern Dispersal Link
I BENEFITTED IMMENSELY BY BUYING UP CEMENT STOCKS LIKE TASEK, CIMA, YTL-CEMENT & LAFARGE CEMENT
KNOWING THAT WHEN SO MANY CONNECTING BRIDGES AND HIGHWAYS ARE BUILT IN ISKANDAR TO EASE CONGESTION AND TO CUT SHORT TRAVEL TIME I KNEW INSTINCTIVELY THAT PROPERTY PRICES ARE BOUND TO RISE AND RISE. AND AGAIN I WAS RIGHT.
Together with 3 or 4 Investors we Bought up more than 20 houses. Many of these houses have gone up in prices ranging from 100% to 500% today.
But it is the same if we have just put all monies into Cement Shares
We bought Tasek Cement at Rm2.90, CIMA at Rm2,40, YTL-Cement at Rm2.20 & Lafarge at only 66 sen
Tasek later gone up more than 500% to over Rm16.00 while CIMA was taken private by UEM and YTL Corp took Ytl-Cement private. Lafarge gone into Capital consolidation
10 of Lafarge shares became 3 shares after giving 20 sen cash payout
So 66 sen – 20 sen = 44 sen
44 sen x 10 = Rm4.40
Then Rm4.40 divides by 3 = Rm1.55
So our new holding cost for Lafarge was Rm1.55
FROM THERE LAFARGE POWERED UP TO CROSS RM10.00 INTO BLUE CHIP ZONE Before It Cycles down to Rm2.20 when I called for a buy again as ECRL was going to restart again
When YTL offered to take Lafarge private = the news propelled Lafarge to double up 100% chun chun to Rm4.40 before weakened back now and current name of Lafarge has been changed to MCECEMENT.
What was the Investment Lesson From 9MP about Infrastructure?
Two actually.
1) The Building of Eastern Dispersal Link has powered up property prices from Permas Jaya to Bandar Sri Alam & beyond to Tmn Scientex. Scientex houses sold like hot cakes until today no more land left & Scientex share price also reaching Rm10.00 almost
The Coastal Highway from JB City to Legoland has powered up house prices in Tmn Perling, Bkt Indah of Nusajaya & Horizon Hills. Property prices rose up from 100% to 500%
So look to invest in Real Estate where Highways are built (See https://johorinvestment.com/)
2) THIS ONE VERY IMPORTANT IF YOU INVEST IN SHARES
SEE WHERE MALAYSIA ALLOT THE MOST MONEY TO DURING EVERY YEARLY BUDGET
WHERE MONEY FLOWS THOSE INDUSTRIES THAT BENEFIT FROM BUDGET SPEECH THEIR SHARE PRICES WILL ALSO RISE AND RISE UP LATER
This was how Calvin bought DRB-Hicom chun chun at 92 sen during one budget speech
2017 BUDGET TOP BENEFICIARY IS DRB-HICOM – Highlighted in bright yellow (Calvin Tan Research)
Author: calvintaneng | Publish date:
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/109728.jsp
DRB Made Calvin 200% Profit Later
Ha! I have told you priceless lesson on my Investment Secret!
Never mind. My hope is all my Friends will benefit from my sharing
NOW MY INVESTMENT SKILL AND FOCUS HAS BEEN HONED THROUGH THE YEARS IN i3 FORUM
I came to i3 Forum as a newbie in year 2013 with only one Good Stock called Pm Corp. After that I was groping and trying to find the secret to Investment success. After watching & studying the teachings of so many Sifus & Gurus in i3 I have gathered & combined the best of FA, TA & PA & JITA
Now you might know what is FA & TA
(I don’t know what was FA & TA at one time. Now I know
PA & JITA? Many will scratch your heads wondering. Ok let Calvin explain
PA = Practical Application (Armed with knowledge of FA & TA we must ACT! And ACT FAST! So Practical Application means “GO AND BUY” QUICKLY WHILE PRICE STILL CHEAP!
And JITA?
JITA = Just In Time Application
When Things Appear & Reappear Just In Time. WE ALSO MUST ACT ACCORDINGLY
LIKE 12MP HUGE ALLOCATION INTO NFCP NATIONWIDE FIBERISATION THRUST
SO CALVIN RECOMMENDED OPCOM AT 63 SEN, REDTONE AT 48 SEN & NETX AT 1 SEN TO ALL FRIENDS, INVESTORS & TRADERS
Now some who bought early might have also sold early. Perfectly Ok. Calvin very happy for you. You won’t go bankrupt by taking profit early. But if you want to buy back do it early and don’t buy after market is at its hottest
Like Calvin asked all to buy Carimin at 39 sen & not to chase Carimin over Rm1.20
Calvin also told all to buy Uzma at 62 sen & definitely to sell above Rm1.00 (because Uzma Director & CFO have also sold)
So don’t scold Calvin months/years later Calvin will tell you to sell Opcom over Rm2.00. Sell Redtone over Rm1.50 & Sell Netx above 15 sen
Sell Netx when it crossed 15 sen?
Some day perhaps Calvin will get a good scolding from Other “More” Clever Expert telling us that NETX will still go higher to 30 sen, 50 sen or Rm1.00?
Ok Ok
Let me illustrate my point again
Today with US – China in Trade War, India being pissed off and telling its people to buy palm oil from Indonesia instead of Malaysia because of Kashmir
Vietnam imposing high tariff on Malaysia Cold Roil Steel dumping. And with even Saudi & China slowing down there are few places to hide
Thank God
There are still some tsunami sheltered stocks with Great Potential like NFCP & OGSE (now at tail end except for some laggards like Scomies and others)
As NFCP Stocks are only at the Beginning of a New Bull Stage it will continue to power up
How will it power up? Easy. Petronas Rm30 Billions capex for Upstream powered up OGSE Stocks. So Govt Rm21.6 Billions for NFCP will power up Opcom, Redtone, Netx & others in Digital Economy.
2 Main Groups
1) Fiber Optic Manufacturer like Opcom
2) Fiber Optic Installers like Netx & Redtone
The rest are second liners like Ock, Gpacket & Others which will also benefit as well
Look at this Picture in Conclusion
SEE A DESERT LAND WITH PARCHED HAMLETS & STUNTED VEGETATION
IT RECEIVES SOME RAINFALL & SOME ARE OASIS WITH ITS SOURCE OF WATER SUPPLY
SUPPOSE THE GOVERNMENT DECIDES TO BUDGET WATER ALLOCATION EVERY YEAR IN ITS BUDGET
(WATER IS AS PRECIOUS AS OIL IN A DESERT)
THIS YEAR IT HAS 56 WATER TRUCKS FOR THOUSANDS OF VILLAGES
These Villages rear animals & plant crops to survive. Some already got water sources like Deep Wells in the desert.
ANY LUCKY OR CHOSEN ONES TO RECEIVE WATER FROM ANY OF THESE 56 WATER TRUCKS WILL BE MUCH BETTER OFF
WHY?
BECAUSE THEY COULD PLANT MORE CROP, GROW MORE GRASS FOR THEIR CATTLE & WILL FEEL MUCH RICHER THAN THOSE THAT DON’T HAVE THE ADDED WATER SUPPLY
AND IF OUT OF 56 WATER TRUCKS ONE PARTICULAR GROUP RECEIVES 21 TRUCK LOAD OF FRESH WATER SUPPLY?
THEY WILL HAVE THE BEST CROPS AND THE HEALTHIEST FARM ANIMALS FOR SALE LATER. SO GETTING MUCH RICHER THAN THE REST
SO THINK OF SO MANY INDUSTRIES LIKE CONSTRUCTION, PLANTATION, AIRLINE, RAIL LINE (HSR), WOOD PRODUCT MANUFACTURING,, DEFENSE, TOURISM, REAL ESTATE & ETC ETC
OUT OF THEM ALL RM21.6 BILLIONS OR 38% ARE ALLOCATED TO FIBERISATION FROM RM56 BILLIONS USABLE BUDGET CASH (REST OF THE BULK ARE FIXED FOR OPERATING EXPENSES LIKE GOVT SERVANT SALARY (1.6 MILLIONS STRONG) & OTHERS
WILL THESE FIBER OPTIC COMPANIES SEE A BIG BOOSTER IN REVENUE AND PROFITS?
YESSS! A DEFINITE YES!!!
See
IN CONTRAST COMPANIES WITHOUT WATER (CASH INFUSION) MIGHT GO INTO INSOLVENCY, PN17 OR BANKRUPTCY
SEE BELOW (CLICK ON IT)
BEST REGARDS
Calvin Tan Research
Singapore
Please buy/sell after doing your due diligence
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