ECRL (EAST COAST RAIL LINE) Buy Prestar for guardrail, Masteel for long stteel & Lafarge for Cement, Calvin Tan Research
Hi guys,
There is a very high percentage chance that the ECRL will be restored this April 2019 when Tun Dr Mahathir visits China
And in view of the Important construction of a 600 Kilometer Infrar project stretching from Port Klang in Selangor on the West Coast of Malaysia to Tumpat in Kelantan at the Upper most state of Kelantan on the East Coast… All for the ONE BELT ONE ROAD initiative of China
Calvin has picked these Cream of the Best Stocks in their field
- PRESTAR (9873) For Guard Rail
- MASTEEL (5098) for Long Steel
- LAFARGE (3794) for Cement
And these are the reasons why I chose these for Construction Materials. No matter who are chosen to do the contract jobs these 3 are Top companies to buy Guardrail, Long Steel Bars & Cement
1 PRESTAR
Prestar is selling guardrails and sturdy wheel barrows
At 600 Kilometer long there will lots of guardrails needed
As of now one guardrail about 10 feet to 12 feet long is priced at Rm217 per piece.
About 4 meter a piece
600,000/4 x Rm217 = Rm31, 950,000. And for 2 sides = Rm639 Millions
Right Now another longer highway is under construction
THE PAN BORNEO HIGHWAY
See
Notice the shining guardrail? They are alloys of steel & nickle
Pan-Borneo Highway
The length of the entire highway is expected to be about 2,083 kilometres (1,294 mi) for the Malaysian section, 168 kilometres (104 mi) for the Bruneian section and 3,073 kilometres (1,909 mi) for the Indonesian section.[2] The Indonesian sections of the Pan Borneo Highway is known as the Trans-Kalimantan Highway.
Pan Borneo Highway is 2,083 Kilometer (More than 3 Times ECRL)
No wonder Prestar Insiders are buying & buying
| DATO’ TOH YEW PENG | 25-Jan-2019 | Acquired | 344,000 | 0.575 |  |
| MR TOH YEW KEAT | 25-Jan-2019 | Acquired | 344,000 | 0.575 | |
| DATO’ TOH YEW PENG | 24-Jan-2019 | Acquired | 280,600 | 0.572 | |
| MR TOH YEW KEAT | 24-Jan-2019 | Acquired | 280,600 | 0.572 | |
| DATO’ TOH YEW PENG | 08-Jan-2019 | Acquired | 8,000 | 0.540 | |
| MR TOH YEW KEAT | 08-Jan-2019 | Acquired | 8,000 | 0.540 | |
| DATO’ TOH YEW PENG | 07-Jan-2019 | Acquired | 64,300 | 0.548 | |
| MR TOH YEW KEAT | 07-Jan-2019 | Acquired | 64,300 | 0.548 | |
| DATO’ TOH YEW PENG | 04-Jan-2019 | Acquired | 2,000 | 0.520 | |
| MR TOH YEW KEAT | 04-Jan-2019 | Acquired | 2,000 | 0.520 | |
| DATO’ TOH YEW PENG | 03-Jan-2019 | Acquired | 2,000 | 0.505 | |
| MR TOH YEW KEAT | 03-Jan-2019 | Acquired | 2,000 | 0.505 | |
| EN MD NAHAR BIN NOORDIN | 18-Dec-2018 | Acquired | 2,000 | 0.505 |
2 MASTEEL – THE MASTER OF LONG STEEL
Long steel is needed to build Bridges & retaining walls all along the highways
Since Masteel is a pure Long Steel Players it will benefit Most from Highways, MRT, LRT & in 2 more years the High Speed Rail
So ECRL will spur lots of demand
Since the ECRL ends near Kapar, Port Klang MASTEEL Has A Stategic Advantage over others like LionInd, SSteel & Annjoo
Now don’t be silly and go buy flat steel or Pm Metal which is doing aluminium
MASTEEL – THE TOP PICK FOR ECRL STEEL
INSIDERS ALSO BOUGHT MASTEEL SHARES & AT VERY HIGH PRICES STILL HOLDING
| DATO’ SRI TAI HEAN LENG @ TEK HEAN LENG | 14-Feb-2018 | Others | 32,723,154 | – | |
| DATO’ SRI TAI HEAN LENG @ TEK HEAN LENG | 17-Jan-2018 | Acquired | 2,000,000 | 1.512 | |
| DATO’ SRI TAI HEAN LENG @ TEK HEAN LENG | 28-Sep-2017 | Others | 16,028,243 | – | |
| DATO’ SRI DATO SRI TAI HEAN LENG @ TEK HEAN LENG | 10-Jul-2017 | Acquired | 4,865,000 | 0.960 |
AND EVEN AFTER BONUS ISSUES THEIR COST OF PURCHASE STILL QUITE HIGH
3 LAFARGE CEMENT
When PM Badawi implemented 9 MP I bought Lafarge at 66 sen & Tasek at Rm2.90
Then I think there was a capital exercise where Lafarge went from 10 to 3 share consolidation. So lafarge at year 2006 price of 66 sen is actually now around Rm2.00
Lafarge gone up over Rm10.00 in its cyclical up. Now fallen due to cancellation of so many projects
BUT THIS SINGLE CONTRACT REVIVAL of 600 Kilometer Rail Link Road will spur demand for Lafarge Cement
Like Prestar — Lafarge also got a Cement Manufacting Plant in Rawang (only 6 km to Serendah) to which ECRL will pass
SO LAFARGE HAS THE BEST LOCATION FOR CEMENT
No wonder it went limit up yesterday. And will go up some more when ECRL is signed
BEST REGARDS
Calvin Tan
Please do your utmost diligence before buying or selling