THE MACRO AND MICRO TREND OF THE MOMENT
Investment Macro & Micro Trends of the Moment (Calvin Tan)
Author: calvintaneng | Publish date: Fri, 1 Apr 2016, 08:46 AM
After Under performing for many years Value Stocks are now in Focus in the US. While Value stocks have been neglected Most Punters chased Growth Stocks. So SEEING the Huge Disparity between VALUE & GROWTH Investors are now pouring monies into VALUE STOCKS this year.
So This IS THE NEW MACRO TREND Now Prevailing!
In the World Stage No Other Country Offers More VALUE Like Malaysia due to 2 Factors:
1) Malaysia KLSE Crashed Due to The Collapse of CRUDE OIL (Malaysia is perceived to suffer like Russia, Brazil, Venezuela & Opec Nations as they were all hammered by Falling Oil Prices (Ha! Zeti said Malaysia has now diversified 80% of its economy into manufacturing and services from dependence on Crude Oil alone)
2) The Collapse of Ringgit due to the Rm42 Billions IMDB Debt or Fiasco. Orchestrated by Sarawak Report & the AWSJ.
Again this is overblown as Rm42 Billlions is only 10% of Malaysia’s over Rm400 Billions in Reserve.
So MALAYSIA WAS A TOTAL SELL OUT! And That’s when Greart Value Bargain Emerge among the Emerging Economies!
So MALAYSIA OFFERS VALUE! Yes “VALUE” Is the New Key Word. And Foreign Funds Are Pouring back into UNDERVALUE RIBGGIT AND KLSE!
And the Flood of Incoming Fresh Money will lift up KLSE Stocks. A Rising tide lifts all boats!
So Value Stocks oversold like PUNCAK Suddenly Jumped! Puncak has More Cash & Assets than its oversold share price. Looks like Puncak has no viable business after surrendering its water business. Never mind. At least there is Deep Value.
Yesterday Parkson Rose! Ha! Parkson in sunset industry? Future bleak? But Parkson’s Net Cash Alone is more than its Share Price! So they bought into VALUE!
By the look of it the next VALUE STOCK to buy?
This one is Selling Below Net Cash. So it’s worth to take another look. If Puncak & Parkson can Rise Why not FacbInd?
Now with the New Found Optimism of Rising Stock Prices – Retail Players Will be back in droves. That means that there will be more trading in Bursa. As a natural consequence they will make more profits. Yesterday TA suddenly jumped. But Insas still not moving. If the trend is correct laggard INSAS will also follow TA to go up in tandem. So INSAS looks undervalue.
The Macro Trend started in the US. Yes The Trend for VALUE STOCKS OVER GROWTH STOCKS.
And with Ringgit Rising and Rising the Export Furniture Stock Glamour Days are Over!
Now Is The Time To Make Your Switch.
Don’t go against the tide! Don’t fight the trend. You will be swept away in no time.
So GO WITH THE FLOW!
Go with the Flow?
YES DON’T FORGET TO LOAD UP ON ALL OIL PALM STOCKS.\
THEY ARE NOW FLOWING WITH LIQUID GOLD!
EVERY DROP IS PRECIOUS!
- GREAT SUCESSFUL INVESTMENTS YEAR 2019: OGSE BULL RUN THEME; 2020 MEDICAL GLOVE SUPERBULL THEME: 2021 IS PALM OIL CPO BULL RUN THEME December 31, 2020
- LOOKS LIKE PALM OIL GOING INTO A BULL TREND DUE TO LA LINA AGAIN IN 2020/21 November 24, 2020
- AFTER MEDICAL GLOVE BULL RUN THE NEXT UPCOMING BULL THEME IS PALM OIL November 1, 2020
- 1993 WAS ASIAN TIGER BULLRUN, 2020 IS HEALTH CARE BULL RUN BY COVID 19, GLOVE, FACEMASK & NOW SANITIZER IN NYLEX & ANCOM, Calvin Tan Research May 14, 2020
- PROLEXUS (8966) ProXmask: The ProActive High Quality FACE MASK product of Prolexus that excels , Calvin Tan Research May 6, 2020
- MTAG (0213) MTAG (0231) ANOTHER GLOVES, FACE MASKS & RESPIRATORS DISTRIBUTORS, Calvin Tan Research April 27, 2020
- QUESTION & ANSWERS FOR LUXCHEM April 17, 2020
- PM’s speech on Prihatin Economic Stimulus Package (NFCP FIBERISATION IS ON!!) Calvin Tan Research March 29, 2020
- NETX (0020) INSATIABLE BUYING BY NETX STAFF SHOWS IMMENSE POTENTIAL February 14, 2020
- T7 GLOBAL VERSUS CARIMIN, , UZMA, PENERGY, & DAYANG (Compare & Contrast) Calvin Tan Research January 17, 2020
- TELEKOM TENDERS: SOME POSSIBLE WINNERS, Calvin Tan Research December 29, 2019
- BUY NETX, OPCOM, REDTONE & CMSB (SACOFA) FOR MULTI YEARS BULL RUN IN NFCP STOCKS SOON, Calvin Tan Research November 27, 2019
- T7 WINNING SUBSEA JOBS WILL BE ANOTHER PENERGY FOR TOPSIDE November 22, 2019
- NAIM FIRED UP ON ALL 4 ENGINES BUT CMSB(2852) HAS 7 SEVEN ENGINES OF GROWTH, Calvin Tan Research 22 Nov November 22, 2019
- TOP 10 REASONS WHY NETX IS NOW THE BEST BUY FOR NFCP JUST AS VELESTO WAS FOR OGSE November 17, 2019
- TOP UNDERVALUE SHARES TO BUY NOW FOR 2020 BULL RUN TIME November 16, 2019
- CMSB (2852) OWNER OF KENANGA INVESTMENT BANK , CEMENT MONOPOLY, FIBER OPTIC TOWER MONOPOLY IN SARAWAK November 12, 2019
- THIS IS NOW THE BEST TIME TO DEPLOY MONEY FULLY INTO THE COMING BULL YEAR OF 2020, Calvin Tan Research November 11, 2019
- PLEASE WHATASPP CALVIN TAN AT 019-3384010 Or 014-6101668 FOR NEXT POST November 9, 2019
- NETX MISSION STATEMENT November 9, 2019
- NETX IN CHUN CHUN INTO e-KYC October 30, 2019
- SELL UZMA. SELL CARIMIN. BUY OPCOM, REDTONE, NETX & OTHERS October 28, 2019
- 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
- WHY IS ASIABIO BUYING ONLY NETX AND NOT DGB, MLAB, XOX, VSOLAR FINTEC & OTHERS? Calvin Tan Research October 26, 2019
- ASIAOBIO BOSS BUYING SO MUCH NETX OVER ALL OTHERS SHOW GREAT POTENTIAL, Calvin Tan Research October 26, 2019
- DIRECTORS/INSIDERS STRONG BUYING SHOWS NFCP BULL RUN VERY SOON, Calvin Tan Research October 21, 2019
- MUI PROPERTY (3913) HIGH VALUE STOCK WITH POWERFUL GROWTH CATALYST, Calvin Tan Research October 18, 2019
- TOP 10 REASONS TO BUY REDTONE (0032) BENEFICIARY OF NFCP OR NATIONWIDE FIBERISATION, Calvin Tan Research October 2, 2019
- NETX HAS A 70/30 FIGHTING CHANCE TO SURVIVE AND DO WELL IN THE DIGITAL ECONOMY, Calvin Tan Research September 25, 2019
- SCOMIES, OPCOM & NETX September 23, 2019
- SCOMI ENERGY (7045) THE HIDDEN GEM IN O&G BULL RUN September 19, 2019
- OPCOM (0035) OPTIMAL OPTIC COMPANY : THE SUPER-STOCK OF THE DIGITAL ECONOMY, Calvin Tan Research September 16, 2019
- BUY UZMA (7250) AT 62 SEN. TARGET PRICE RM1.20 August 12, 2019
- BUY TA ENTERPRIZE FOR ITS 4.1 SEN DIVIDEND (ABOUT 6% YIELD WHICH IS TWICE THAT OF BANK FD RATE) June 15, 2019
- LAFARGE CEMENT UP 100% FROM RM2.25 TO RM4.50 TODAY. TIME TO BUY MASTEEL (5098) AS IT IS A LAGGARD June 14, 2019
- TESTIMONY OF YTL TO THE POWER OF PROVIDENCE June 8, 2019
- DOLOMITE(5835) UP 143% DUE TO ASSET SALE WILL ASB(1481) GO UP LIKEWISE BY ASSET SALE? June 7, 2019
- INVESTMENT NEWS FOR JUNE 2019 BY EAGLE VISION June 6, 2019
- A LOOK AT PETRONAS LATEST GOOD QUARTER RESULT OF 9% EARNINGS GROWTH, Calvin Tan Research June 1, 2019
- OIL & GAS BULL PAUSE. AFTER THIS POOR QUARTER RESULT DUE TO MONSOON O&G BULL RUN WILL RESUME, Calvin Tan Research May 26, 2019
- UZMA (7250) UTTERLY ZEALOUS MASTERING ALL. THE OnG LAGGARD WITH BEST POTENTIAL, Calvin Tan Research May 10, 2019
- (PART ONE) KUMPULAN PERANGSANG SELANGOR (5843) KUMPULAN PROACTIVELY SUPERCHARGED, Calvin Tan Research April 25, 2019
- THESE FIVE STOCKS MIGHT BENEFIT FROM ECRL SOUTH: Mui Prop, AsiaPac, MKH, L&G & Olympia, Calvin Tan Research April 17, 2019
- MKH (6114) METRO KAJANG WILL BENEFIT FROM ECRL REROUTE TO BANGI/KAJANG, Calvin Tan Research April 15, 2019
- IMAGO MALL OF ASIAPAC (4057) ECRL SIGNING WILL BRING BACK CHINA TOURISTS, Calvin Tan April 15, 2019
- ASIAPAC (4057) THREE CHUN CHUN BULL TARGETS FOR A 200% UPSIDE (ECRL, VMY 2020 & HSR April 11, 2019
- JTIASA (Fong Siling – Cold Eye & Pheim Fund Tan Chong Koay) Versus TDM (Dr. Neoh Soon Kean of Dynaquest) Calvin Tan Research April 5, 2019
- MAJU PERAK (8141) MAJULAH PERAK BY GEELY – PROTON PARTNERSHIP IN EXPANSION & GROWTH, Calvin Tan April 5, 2019
- TDM (2054) VERSUS MAJU PERAK (8141) POTENTIAL TO RISE 100% to 200% BY ECRL BOOSTER, Calvin Tan Research April 3, 2019
- ECRL (East Coastal Rail Link) Top Beneficiaries AZRB, T7 Global, Prestar, Masteel, Lafarge & TalamT, Calvin Tan Research March 20, 2019
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