KWANTAS – The Value Growth Palm Oil Stock totally overlooked. Buy NOW before price run away (Calvin)

Hi guys,

This week will be exciting time for all Palm Oil stocks reporting good results one by one from Monday to Friday!

4 Palm Oil stocks; namely Cepat, Malpac, SwkPlant & MHC Plant have all done well. Prices also surged one after another.

So get some Palm Oil Stocks and don’t miss the rally, ok?

Here you go.

After Calvin posted on Dutaland – price surged 20% from 45 sen to 54 sen. So far so good.

Tomorrow get some Kwantas.

Why Kwantas?

These are the salient factors:

KWANTAS HAS BOTH VALUE & GROWTH

1) KWANTAS HAS HIGH NAV OF RM4.00

A look at Kwantas Assets consist mostly Palm Oil Plantations & some Palm Oil Mills in Guanchow, China.

It has a Net Net Value of Rm4.00

So at Rm1.65 KWANTAS is selling at a deep discount of almost 60%. A Big Margin of Safety!

Recently,  Kwantas has disposed a piece of Plantation lands (3,791 acres for Rm100 millions). As it was a Big piece and cumbersome to dispose it was sold for about 20% discount to NAV Value.

Ha! From here we SEE the Actual Worth of Kwantas’ Real Market Value

Just deduct Rm4.00 by 20% for all its total Net Worth.

So the NET NET CASH VALUE OF KWANTAS IS WORTH A NICE RM3.20

And at Rm1.65 Kwantas is selling at almost 50% to NET NET CASH  VALUE!

As Ben Graham always gave a discount of 30% FOR MARGIN OF SAFETY

So Rm3.20 x .7 = Rm2.24

 

YESSS!  KWANTAS ROCK SOLID SUPPORT IS RM2.24 (After discount from True Net Value)

So for Kwantas any price below Rm2.00 is worth a buy.

That’s for Net Net Value Investment.

What about earnings?

YESSS!  Of Course

Let’s look at Kwantas last 3 quarter earnings

1)  2.43  sen (27th February 2017)

2)  5.16 sen (29 November 2016)

3)  1.69 sen (30 August 2016)

Let’s sum it up 2.43 + 5.16 + 1.69  =  9.28 sen (last 3 quarters)

This week will report Kwantas final quarter to SEE its EPS or P/E

At 9.28 Kwantas price Rm1.65 the Yield is already 5.6% or 17.7 P/E

This is even better than Bank FD with a yield of only 3.5%

What is the P/E of putting monies in the Bank by”expert”  like TTB of ICapbiz

So divide 100 by 3.5 = WAH!  P/E 28.5

So just 3 quarter earnings of KWANTAS already yielded 5.6% – beating Bank FD rate of 3.5% by another 60% more!

And 4th quarter earnings expected to be out this week!!

 

So from whatever angle you look at KWANTAS It is a buy!  Be it Value or Growth. Or best of both worlds – Kwantas has VALUE & GROWTH

Value & Growth?

Yes!

In times of El Nino Years Kwantas earnings and  share price skyrocketed!

 

KWANTAS CORP

Year…………….EPS …………………….Year low………..Year high…
2005…………….12.2 sen………………1.81…………….2.58
2006…………….5.8 sen………………..1.71…………….2.30
2007…………….25.0 sen………………2.05…………….4.40
2008…………….48.4 sen………………1.50…………….5.30
2009…………….-22.7 sen……………..1.70…………….2.25
2010…………….1.4 sen ……………….1.55…………….2.20
2011…………….27.3 sen………………1.75…………….2.58

2012…………….11.7 sen ……………..1.80…………….2.61

2013…………….13.4 sen………………1.67…………….2.20
2014…………….20.3 sen………………1.90…………….2.30
2015……………..-9.4 sen ……………..1.85…………….2.02

As you can SEE EPS GOES UP DURING EL NINO YEARS

El Nino Years are

2007 when EPS is at 25.0 sen

2008 when EPS peaked as a high of 48.4 sen

Again El Nino year in 2011 EPS is a high of 27.3 sen

SO IN EL NINO YEARS WHEN FFB ARE LESS

PROFITS EXPLODED UPWARD

SO BY THESE CORRESPONDING EL NINO YEARS OF 2016, 2017 & 2018

EARNINGS OF ALL PALM OIL COMPANIES WILL

ALL GO UP TOGETHER!

 

All these 10 Year Kwantas Prices are taken from STOCK PERFORMANCE GUIDE By Dynaquest (Sept 2015 Edtion)

All the 10 year highs showed Kwantas share price crossing Rm2.00

And this year is no exception!

So go and load up on Kwantas as soon as you can.

Like this. You could have bought Jaks at 40 sen & made 200% when Jaks crossed Rm1.20.  Or you could have bought Jaks at Rm1.00 & still made 20% by selling Jaks at Rm1.20

This was Calvin’s chun chun call to buy Jaks at only 40 sen then

Posted by calvintaneng > Dec 16, 2014 03:00 PM Report Abuse X

Whoa!

Top boss bought at 44 cents and above, millions of them. Anything below 40 cents is a bargain!

So don’t wait or else Jaks jump Jump JUMP Up And Away!

 

You could have bought Jaks at 40 sen & made 200% when Jaks crossed Rm1.20.  Or you could have bought Jaks at Rm1.00 & still made 20% by selling Jaks at Rm1.20

 

But why only make 20% from Jaks when you could have made 200% by following Calvin buy Jaks at 40 sen when few people bothered then

 

So Kwantas at only Rm1.65  is the  time to buy low NOW!

 

Warmest regards,

Hip Hip Hooray!!

 

Calvin Tan

Singapore

PALM OIL – The Investment That Separates Billionaires from Millionaires!

The year was 1996. The Asian Stock Markets  Were in the Hottest Euphoria. Amost every one was enjoying increasing profits. Many have resigned from their jobs to do full time trading in the stock market. Stock market tips and conversations were the order of the day. Everywhere in offices, homes, coffee shops, markets, eating places people talked only about the next “Limit Up” stocks.

In every trading Hall or Room there is no available seats. In RHB Bank HQ there isn’t even standing room. Cramped, jammed and packed with traders and specualtors from all walks of life. It Was The GoGo Years Before The Asian Financial Crisis!

One man stood out. Peter Lim of Singapore. He sold all his shares near the very peak and bought into just one counter – WILMAR the Plantation Stock.

On hindsight it was an uncanny but very accurate move. Next year in July 2nd 1997 George Soros attacked the Thai bath. The Thai bath collapsed and then contagion spread to Malaysia, Singapore, Hk, Korea, Indonesia – One by One Their Stock Markets Collapsed like tent pins.

At the height KLSE was 1332 and at the bottom it was only 262 points – A Crash of 81%

Nobody fully invested could have escaped such a carnage. It was a disaster for many. Tens of thousands went bankrupt.  Many Banks & Financial Institutions were insolvent. Before the Asian Financial Crisis there were 49 Banks and Credit Companies in Malaysia. With  the devastating carnage less than 10 Banks now standing. The rest became history.

Tycoon Peter Lim  invested $10 millions into Wilmar – the plantation stock owned by Robert Kuok.

How come Peter was so “chun chun”?  All $10 millions into one single stock. And he was right on target. Four years later in 2,000 Peter Lim “THE REMISIER KING” of Singapore sold his Wilmar shares for a cool $1.5 Billions!

So plantation stock investment if timed well can make you a billionaire!

As for Robert Kuok he became the Richest  Man No. One in All of Malaysia with over Rm40 Billions.

Ha! Are we now entering another phase of market doom? Maybe yes or maybe no.

But This Is For Sure:

A POWERFUL EL NINO IS NOW ONGOING

Hmmm?

Let’s SEE if Plantation Stocks will create more millionaires and billionaires this round.

 

Regards,

Calvin Tan

Additional comments:

The above article was first published in i3 investors forum on January 2016

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/89123.jsp

This coming week KLSE will annouce spectacular results for all oil palm stocks:

These are the Top 10 Palm Oil stocks to buy:

  1. KWANTAS. High NTA. Good EPS.
  2.  CIBP – Fully Auto Modipalm
  3.  TDM. Defensive with both Oil Palms & hospitals
  4.  RSawit. Pure Oil Palm player.
  5.  Harnlern. Assets of High Value in Johor & Oil Palms
  6.  MHC Plant. Assets of high value in Perak & Oil Palms
  7.  ThPlant. Pure Oil Palm play
  8.  BPlant. Very good dividend.
  9.  Dutaland. High NTA. Almost debt free
  10.  Sarawak Plantation. Selling at multiyear low.

 

A rising tide lifts all boats so all plantation stocks will rise in tandem. Just buy while cheap.

Happy investing.