NTPM – The Recession Proof of Daily Necessity.

A Very Good Morning From Calvin Tan of Jurong West, Singapore,

The Bible says in Proverbs 20:13 “Love not sleep, lest thou come to poverty; open thine eyes, and thou shalt be satisfied with bread”

OPEN YOUR EYES And You Shall Be Satisfied With Bread (bread means all that we need – or in other word “money”)

Yes, the way to wealth is through Opening our EYES and be AWARE of all things around us.

Take this recent haze that enveloped all parts of Singapore and most parts of Malaysia for example.  It was choking & suffocating for over 3 long months . How many in Singapore have felt the daily and nightly discomfort of burning smog from Indonesia. So much so that Major Super Markets Have Banned paper products from Indonesian companies that caused the smog by burning forest waste.

Ha! Paper products of dubious origin banned in Spore?  This is a windfall for paper products from Malaysia like KPSCB which sells tissue papers, toilet rolls and Double A photocopy papers & stationary. KPSCB also sell plywood, timber door products & distribute cement & steel. So Calvin called for a buy on KPSCB.

Why NTPM then?

Yes, these words were the reason “OPEN YOUR EYES”. I paid a visit to GIANT SUPERMARKET & THEN I “SEE”.

On the shelves displayed are over 70% paper products manufactured by NTPM. Ha! NTPM has captured the Lion Share of the Tissue & Toilet rolls sale in the market. So NTPM fell within the radar of Calvin Tan Research. As haze from Indonesia is a yearly affair for 2 to 3 months NTPM is now on to a permanent structural windfall.

No wonder in Bursa Report Insiders are accumulating NTPM shares.  Look carefully, the buying is continuous. That means that the next few quarter results for NTPM will accelerate.

So What DO WE SEE HERE?

  1. We See The Damaging Smog That Originated From Indonesia
  2. We See Spore Supermarkets start removing paper products from certain guilty companies from Indonesia
  3.  We SEE lots of NTPM Paper products in All Major Supermarkets
  4.  We SEE Insiders buying NTPM Shares regularly and quietly.
  5.  Will we also SEE GOOD COMING  NEXT  FEW QUARTERLY  RESULTS?
  6.  WILL WE ALSO SEE OTHER NEWS ANALYSTS & MEDIA START GETTING BULLISH WITH WRITE UP AND RECOMMENDATIONS AT MUCH LATER STAGE?
  7. So let’s  just Wait and SEE.

Calvin Tan Research turns bullish LONG BEFORE Others  Discover the REASON. Others only turn bullish AFTER ALL THE EVIDENCES ARE OUT IN THE OPEN. By then the share price of NTPM is longer cheap.

So don’t forget to read your Bible today.

Have a Nice LORD’s DAY

THIS IS THE DAY THAT THE LORD HATH MADE

WE WILL REJOICE AND BE GLAD IN IT.

Regards,

Calvin Tan , Jurong West, Singapore.

TOP TEN RECOMMENDED STOCKS FOR YEAR 2016 IN KLSE, MALAYSIA

Calvin Tan Research Top  10 Recommended Stocks

  1. KPSCB                                      Current price:  49.5 cents.           Target Price: Rm1.20
  2. PPG                                            Current price:  62 cents.                Target Price:  Rm1.20
  3.  GMUTUAL                            Current price 42 cents.               Target Price:  80 cents
  4.  KAMDAR                               Current price 40 cents.               Target Price:  80 cents
  5.  MUI Bhd                                  Current price  19.5 cents           Target Price  50 cents.
  6.   MAHSING                             Current price:  Rm1.37                 Target Price: Rm2.00
  7.   MULTICO                              Current Price   92 cents               Target Price: Rm2.00
  8.    WHITE HORSE                  Current Price:  Rm2.40                Target Price  Rm4.00
  9.    YILAI                                        Current Price:  86 cents               Target Price  Rm1.50
  10.    MPHBCAP                           Current Price:  Rm1.56                 Target Price  Rm4.90

Criteria For Picking These Stocks:

  1. All Selling at 30% to 70% Below NTA. Ben Graham advocates buying stocks with at least 30% Discount to NTA as a Margin of Safety.
  2.  NTA of these Stocks consist of Prime Lands,  Commercial Shophouses,  Industrial Factories and Prime Real Estate Lands With Great Potential.
  3.  Many have Defensive Qualities Which are Recession Proof
  4.  These Are Laggard Stocks Overlooked by The Market. So they present Contrarian Investment Opportunities
  5.  Calvin’s Tan 3 Rules For Investments Are:  i) NEVER TO LOSE MONEY   ii) RULE 2 IS TO REMEMBER RULE No. i  NEVER TO LOSE MONEY  iii) HE THAT IS LOW NEEDS FEAR NO FALL (ALWAYS BUY LOW – THE LOWER THE BETTER FOR FUTURE UPSIDE GAINS.)
  6. All Have Been Examined Thoroughly Before Investing. Phil Fisher always visit Companies before buying their shares
  7.  With Downside Well Protected We Then Expect An Upside.

 

Regards,

 

Calvin Tan

Jurong West, Singapore

Disclaimer: Please buy and sell with your own due diligence.