A New Catalyst for Stocks Through GEELY’s Imminent Investments into Proton City/Tg Malim (Calvin Tan

Hi guys,

I am reposting News from Geely Website to See What is in Store for Some Malaysian Stocks

 

Geely to take over Proton, Lotus

Chinese car-making giant set to snap up Malaysia’s ailing Proton
Surging Chinese car-maker Geely is set to take over Proton and Lotus parent company DRB-Hicom after outlasting France’s PSA Peugeot-Citroen in a bidding duel.

The takeover, which sources insist will be announced this week, will deliver Proton and sports car brand Lotus to Geely, to go along with its Swedish brand, Volvo, its recently announced Lynk&Co brand and the London Taxi Company.

DRB-Hicom asked Malaysia’s stock exchange to halt its trading yesterday, pending a major announcement, believed to be the acquisition of 51 per cent of the ailing concern by the Zhejiang Geely Holding Group.

Geely’s bidding battle with the Dongfeng-controlled PSA (the parent company of Peugeot and Citroen) saw DRB-Hicom shares rise to their highest point in two months, while Geely shares surged to an all-time high on the Hong Kong stock exchange.

The highest-performing stock on the Hang Seng index, with 250 per cent growth in the last 12 months, Geely took over Volvo from Ford in 2010 for $US1.5 billion.

It hasn’t been a smooth process, with Geely pulling out of the bidding process as recently as mid-April, accusing DRB-Hicom of dithering over the selection process.

“They keep changing, today it’s this, tomorrow it’s that,” said Geely chairman Li Shufu said in April. “They haven’t decided what they want.”

The glamour part of the deal gives Geely full control of Lotus Cars, the sports car operation based in Hethel, near Norwich, England, that has racked up losses for decades and has essentially been in a holding pattern since controversial former boss, Dany Bahar, was sacked in 2012.

However, sources have admitted there are other, more significant reasons why the deal makes sense for Geely.

The most important of those is access to Proton’s Tanjung Malim plant, which is barely utilised today but has a capacity of 150,000 cars a year. That plant will give Geely its first right-hand drive production capacity (outside Volvo’s Swedish operations), allowing it to access 84 countries markets that are barred to it today.

The first part of the deal would be to transfer right-hand drive production of the Lynk&Co 01 SUV to Tanjung Malim so the car could be sold in countries like Australia, the UK, Japan and South Africa.

Due to be launched in China late this year, the 01 will also be launched in Europe midway through 2018 and three other models are planned to follow by 2021.

As Malaysia is part of a free-trade ASEAN bloc, it would also allow Geely to export cars tax free to Brunei, Singapore, Indonesia, The Philippines, Thailand, Vietnam, Laos, Cambodia and Vietnam.

The Lotus takeover brings a surprising benefit for Geely, too. It is pursuing a plastic body-on-aluminium architecture for its London Taxi program, and nobody has more experience at bonding the two materials together than Lotus, which has used the technology effectively for the Elise and Elise-based sports cars for 20 years.

What Geely plans to do with the ailing Proton brand remains a mystery, even to senior Geely insiders, who believed the brand’s future was far from locked in. If it survives at all, it would be as the Group’s budget brand.

Its domestic market share fell from 15.3 per cent in 2015 to just 12.5 per cent in 2016, while total production fell 29 per cent last year to just 72,300 cars.

Geely itself has no such concerns, with its sales growing 63.5 per cent from the first quarter of 2016 to the same period this year, according to JATO Dynamics.

The Geely Group now ranks 13th in the world with 410,830 sales in the first quarter of the year, placing it just behind Daimler and BMW and ahead of Mazda.

It sold 330,000 cars a year before it swallowed up Volvo (which was then selling roughly the same number of cars). Combined into a Group, the two brands moved 1.3 million cars last year and it is aiming for 2.8 million by 2020, with 800,000 of those from Sweden.

Besides its nine Chinese plants, Geely also has factories in Belgium, Sweden and England and builds around 20 different models. It has design studios in Gothenburg, Sweden, Shanghai, Pasadena in California and Barcelona, Spain, employing around 500 designers.

It’s also the biggest of the Chinese outfits, outranking 15th-placed Changan (389,305 cars sold in the first quarter of the year), Great Wall in 19th and GAC in 20th.

Interestingly, while PSA ranks 10th with 682,174 cars sold in the first quarter, just ahead of Daimler and behind Suzuki in size, it is controlled by China’s Dongfeng, which sold only 239,818 cars over the same period and is the 18th biggest car-maker in the world.

But PSA and Dongfeng are also struggling to swallow the recent takeover of General Motors’ German operation, Opel, and PSA itself lost five per cent in sales so far this year.

See this SUV being mentioned for production in Tg Malim Plant
Calvin comments:
These are the Top 5 beneficiaries when GEELY Set Up Shops in Tg Malim
1) MAJU PERAK
Maju Perak will benefit directly due to its 230.44 Acres of Industrial/Commercial/Residential lands right beside Proton City
2) DRB Hicom
Shah Alam & Glenmarie assets will see the unlocking of value as operations
shift to Proton City. Followed by 60,000 Proton current staff.
3) BINA PURI
BPuri’s LATTAR HIGHWAY will see increasing traffic. Toll collections will increase
4) BJ CORP
End of LATTAR Highway is Bestari Jaya. Bj Corp own 3,200 Acres of Lands here. Land value is bound to increase
5) TALAMT
TalamT has 2,200 acres of freehold lands in Bkt Beruntung/Bkt Sentosa
along the North South Highway not far from Tg Malim.
Also 236 acres of lands in Bandar Bestari Jaya
The reasons why these stocks should benefit are due to the increased economic activities brought by Geely
Read again
1) The most important of those is access to Proton’s Tanjung Malim plant, which is barely utilised today but has a capacity of 150,000 cars a year. That plant will give Geely its first right-hand drive production capacity (outside Volvo’s Swedish operations), allowing it to access 84 countries markets that are barred to it today.
Through Tg Malim Geely can now access 84 Markets which China (Geely) is now barred from exporting. 
2) The first part of the deal would be to transfer right-hand drive production of the Lynk&Co 01 SUV to Tanjung Malim so the car could be sold in countries like Australia, the UK, Japan and South Africa.
SUV will be produced here. Currently  Proton has saloon cars & 2 MPVs (Proton Ertiga/Proton Exora) So this SUV fits Proton well
3) As Malaysia is part of a free-trade ASEAN bloc, it would also allow Geely to export cars tax free to Brunei, Singapore, Indonesia, The Philippines, Thailand, Vietnam, Laos, Cambodia and Vietnam.
TAX FREE EXPORT TO ASEAN 10 NATIONS OF 620 MILLION PEOPLE
Further comments from Calvin
So now we SEE the Huge Ramp Up of Production in Tg Malim
GEELY THROUGH TG MALIM IS EXPORTING VOLVOS, SUVS, PROTONS & OTHERS TO OVER 100 COUNTRIES WORLDWIDE!
FINALLY,  TANJUNG MALIM WILL BE A FAMOUS PLACE ON WORLD MAP JUST LIKE DETROIT of USA, CHENNAI of India, AYUTTHAYA of Thailand or AICHI , TOYOTA CITY  of Japan
Regards
Calvin Tan
Singapore

MAJU PERAK – THE PROGRESSIVE, ADVANCED, DEVELOPED STATE THAT GETS AHEAD (Calvin Tan)

Hi guys,

 

The Malay word for “MAJU” means

advanced

progressive

get ahead

developed

 

So MAJU PERAK means The Progressive, Advanced, Developed State That Gets Ahead.

 

YESSS!  MAJU PERAK or MAJULAH PERAK!!

 

These are the Top Reasons Why MAJU PERAK whose time has finally come!

 

1) PROTON WILL OFFICIALLY SIGN JV WITH GEELY NEXT MONTH

Proton’s Operations in Shah Alam & Glenmarie will Shift Productions to Tanjung Malim, Proton City.

PROTON CITY will expand its capacity to produce 500,000 Cars for exports to ASEAN 10 Nations with 620 million populations

As a result 60,000 Proton Staff will shift to PROTON CITY In A Mass Migration

All Proton Vendors/ Parts supplier  Will Also Follow:

By Setting Up Shops in Tanjung Malim’s PROTON CITY

These are the Proton Vendors mentioned in FOCUS MAGAZINE

APM Automatic Holdings Bhd

Atlan Holdings Bhd

DRB-HICOM BHD

EP MANUFACTURING BHD

Globaltech Formation Bhd

HH Industries Bhd

Kumpulan Jetson Bhd

MCE Holdings Bhd

MBM RESOURCES

Paragon Union Bhd

Pecca Group Bhd

Sapura Industries Bhd

Scientex Bhd

SMES Corp Bhd

UMW Holdings Bhd

So many factories will relocate to Proton City.

 

And with Increasing Population the Demand for Shopping, Housing, Services & Others will increase.

Prices of Real Estate here will skyrocket.

 

When Pengerang’s RAPID was launched – 70,000 skilled & semi skilled workers flooded Sg Rengit & Desaru for housing needs. The Prices of shops, houses & rental shop up by 300% to 400%!

 

 

The same pattern will happen to Lands Surrounding Tanjung Malim State & PROTON CITY in particular.

 

2) Now Maju Perak has prepared well ahead of time

They say, “Luck is when preparation meets opportunity!”

A check with Maju Perak shows that It is a Company With Investments in Real Estates

Mukim of Ulu Bernam, District of Batang Padang, Perak, located off the 2½ M.S. Jalan Slim Lama and lies adjoining the Bernam Industrial Park, Proton City, Tanjung Malim, Perak.

#99 years

a) Residential/ Commercial/ b) Industry c) Agriculture

203.44 acres

Rm2,353,146

2002 (Year of purchase)

 

WHOA!

Maju Perak has 230.44 acres of converted building lands adjoining Proton City

How near?

It said “Adjoining”

Adjoining means what?

See

adjoining
əˈdʒɔɪnɪŋ/
adjective
  1. (of a building, room, or piece of land) next to or joined with.
    “I was in an adjoining room and could hear voices”

 

or

Adjoining | Define Adjoining at Dictionary.com

www.dictionary.com/browse/adjoining

Adjoining, adjacent, bordering all mean near or close to something. Adjoining implies touching, having a common point or line: an adjoining yard. Adjacent implies being nearby or next to something else: all the adjacent houses; adjacent angles.

 

That means that MAJU PERAK has prime lands closest to PROTON CITY!!

And how much is the current Book Value of these

230.44 acres land per sq ft? Price is Rm2,353,146

So let’s divide

Rm2,353,146 by 230.44 acres

= Rm10,211.53 Per Acre

How much Per Sq Ft?

So Rm10,211.53 divides by 43,560 ft

= 23.4 sen Per Sq Ft

WAHAHA!

Only 23.4 SEN A SQ FT LAND?

They say truth is stranger than fiction. And maths cannot lie.

These are not forest or agriculture lands.

THESE ARE CLASSIFIED UNDER

i) INDUSTRIAL LANDS

ii) COMMERCIAL LANDS

iii) RESIDENTIAL LANDS

And they have an unbelievable Book Value of less than 25 Sen a Sq Ft?

I WANT TO SHOUT IT OUT ALOUD!!!

WAHAHAHA!! WAHAHAHA!!  THIS TIME SURE KAYA LEOW!!!

THE EUREKA MOMENT I AM HAPPY TO SHARE WITH ALL HERE!!

 

3) MAJU PERAK Has Many Other PIECES OF UNDERVALUE ASSETS

10 STOREY OFFICE BUILDING IN IPOH CITY

ONE ACRE OF COMMERCIAL BUILDING IN IPOH CITY

143 ACRES OF COMMERCIAL/RESIDENTIAL LANDS IN BADANG PADANG

123 ACRES OF COMMERCIAL/RESIDENTIAL LANDS IN TAIPING

275 ACRES OF LANDS IN TAPAH (SOME FACE TAPAH MAIN ROAD)

ANOTHER 40 ACRES OF SUBDIVIDED RESIDENTIAL LANDS IN PERAK

AND ALL ALSO STATED AT DEEP DEEP DISCOUNT TO CURRENT MARKET VALUE

DEEP DISCOUNT TO CURRENT MARKET VALUE?

 

YESSS!  LOOK AT POINT NO. 4

 

4) JUST SOLD A PIECE OF LANDS 10 TIMES ITS BOOK VALUE (1,000% MORE THAN BOOK VALUE!)

See

On behalf of the Board of Directors of Majuperak Holdings Berhad (the Company), we wish to announce that the Company has on the 23rd February 2015 entered into a conditional Sale and Purchase Agreement with Perbadanan Pembangunan Pertanian Negeri Perak (PSADC) for the Company to dispose off a piece of leasehold land held under PT 829, H.S (D) 4413, Mukim Lenggong, Daerah Hulu Perak, Perak (Land) for a disposal consideration of RM42.50 million to be satisfied fully in cash.Fur further details, please refer  to the attachment for the full announcement in relation to the Proposed Disposal. This announcement is dated 23rd February 2015. Copy to: Securities Commission, No. 3 Persiaran Bukit Kiara, Bukit Kiara, 50490 Kuala Lumpur.

 

On 23rd February 2015 Maju Perak disposed a piece of leasehold land for Rm42.5 Millions

And this was the Book Value

Rm4,228,403

So what is the profit?

Rm42.500,000 – Rm4,228,403

= Rm38,271,597

What is the gain by percentage?

Rm38,271,597 divides by Rm4,228,403

WOW! 905%!!!!

A WHOPPPING 905% PROFIT (And these are only leasehold agriculture lands for palm oil only)

THE 230.44 ACRES LANDS ADJOINING PROTON CITY ARE LEASEHOLD COMMERCIAL/INDUSTRIAL/RESIDENTIAL LANDS!! WHOPPEE!

Hmmm?

Let’s See

What is the Price? And What is the Value?

 

5. MAJU PERAK IS SELLING AT DEEP DEEP DEEP DISCOUNT TO PRICE OF 32.5 SEN

Now the total paid up shares of MJ PERAK is 257,082,423

Now multiply by 0.325 a share

= Rm83,551,650 total share value of MJ Perak.

 

Now how much do you think the 230.44 acres of Lands near PROTON CITY is Worth Per Sq Ft?

Rm10 a sq ft?

Or Rm20 per sq ft?

Or Rm30 per sq ft?

Or Rm49 per sq ft? (someone advertised in Propertyguru Website)

OK let’s take the lowest price guide of only Rm10 psf

So how much is 230.44 acres worth?

230.44 x 43,560 (sq ft) x Rm10

= Rm100,379,664 (WOWEEEWOOSH!!)

Just this Rm100 millions is worth more than Total Paid Up Value of Rm83.5 Millions! No joke?

No wonder Perak Govt wanted to take Perak Corp private at Rm3.90 last time. And all refused?

How much will Perak Govt take MJ PERAK private since they also know that GEELY will be producing both Protons, Volvos & ( Lotus?) by ramping up PROTON CITY To Produce 500,000 Cars A Year?

 

6) YOU BETTER GRAB SOME MJ PERAK SHARES BEFORE PERAK GOVT DECIDES TO TAKE MJ PERAK PRIVATE

Last time Calvin recommended Perak Corp at 60 sen. Few people bothered. Then Perak Corp jumped to Rm3.60 (Up 600%). And Perak Govt wanted to take Perak Corp private at Rm3.90. Shareholders refused.

See: At 60 sen few people bothered with Perak Corp. Then at Rm3.90 privatisation people rejected it for being too cheap.

So at 32.5 sen just grab some MJ Perak First.

Will you miss Mj Perak?

Yes, if you listened to naysayers.

Last time I called my Friend Mr. Lee of Sitiawan to buy Perak Corp shares at 60 sen. Mr. Lee called his Remisier in Sri Manjung and Ipoh. They poured cold water on him saying that there was nothing good in Perak Corp as only old people and children are left in Perak as most young people have migrated to the bright City Lights of KL. And so Mr. Lee missed Perak Corp because of wrong advise.

Wrong advise can also come from naysayers like John Lu who don’t know about buying into future value & upcoming prospect. Last time he questioned MphbCap when Calvin mentioned about Pengerang boom.

Now go and do your own self study & research carefully.

Both Perak Corp & Mj Perak are owned by Perak Govt more than 50% each.

 

7) Only about 20% Free Float shares of MAJU PERAK LEFT IN OPEN MARKET

More than 79% of MAJU PERAK Shares are held tightly by Top 30 Share Holders. So only slightly more than 20% Very Precious MJ PERAK Shares left in the open market.

So when Market opens GRAB AS MUCH AS YOU CAN AFFORD!

What’s gonna happen?

1) In July next month GEELY WILL OFFICIALLY SIGN JV With PROTON

2) Then 60,000 Proton Staff Will Start Scouting for Places of Dwelling in Proton City & Tanjung Malim

3) Proton Vendors will relocate near Proton City. So Shops/ Industrial Properties will be in demand

4) With population growth more & more businesses will sprout up in Tanjung Malim. There will be a mad rush for Real Estate in Tanjung Malim.

5) Last time Calvin told people to buy Perak Corp because of its lands near Lumut Port. Now the BIG CATALYST FOR MAJU PERAK IS PROTON CITY INCREASING PRODUCTION TO 500,000 CARS & THE INCREASE OF POPULATION BOOM FACTOR!

6) Then “experts” will appear to tell you about Tanjung Malim Boom & they will finally discover MAJU PERAK!

7) And the Media Will Finally SPLASH ON FRONT PAGE NEWS

MAJU PERAK – THE SUPER STOCK THAT SHOULD HAVE THE SKY AS THE LIMIT!

 

8) AND FINALLY MAJU PERAK WILL BE A HOT HOT STOCK JUST LIKE STEEL STOCKS, IT STOCKS, EXPORT STOCKS, LOGISTIC STOCKS.

 

BY THEN YOU MUST BE VERY CAREFUL TO RESIST THE URGE NOT TO CHASE

FOR NOW BUY AS MUCH AS YOU CAN

 

GOOD LUCK

 

HIP HIP HOORAY

 

Calvin Tan Research

Singapore

 

STOP  PRESS!

Last year MJ Perak gave an almost 7% generous dividend.

So you can expect extra windfall & even special dividend as Sales of Perak Assets will accelerate by the CATALYST Provided by Geely JV with Proton