PROTON – GEELY JV IN TANJUNG MALIM WILL BENEFIT THESE 3 COMPANIES THE MOSTEST (Calvin Tan)
Author: calvintaneng | Publish date:
These are the Companies Proton – Geely Partnership will benefit the most.
No. 1 IS DRB-HICOM
Calvin already noticed why DRB called off its JV with Malakoff for Tanjung Malim Lands. As expected it was Geely who wanted those Tanjung Malam lands for a huge expansion to manufature 500,000 vehilcles for export to ASEAN 10 Nations with little trade barrier. ASEAN 10 will be the fastest Growing Economic Nations of 620 million people for the next decade on planet. Proton’s DRB will stand to gain from this synergy.
Now with the Glenmarie & Shah Alam, Damansara & Kelang Gold Mine Lands set free – Proton/POS can now unlock its IMMENSE Value. Another Big Big Plus for DRB.
Will these prime lands be further converted to ECommerce Use? If so expect DRB to be the next Champion AMAZON OF USA or ALIBABA of CHINA!
You must know that ECommerce is a King Maker in both USA and in China.
Jeff Bezos of Amazon has detroned Bill Gates to be the Richest Man on earth all By THE POWER OF ECOMMERCE!
Seeing the VERY BRIGHT FUTURE OF DRB – EPF IS NOW LOADING UP DRB SHARES!
Everyone should include DRB in his portfolio of Long Term Growth Stocks.
No. 2. IS BINA PURI (OWN TOLL ROAD CALLED LATAR EXPRESSWAY)
Surprised? Not if you see this
With the shifting of Proton factories from Shah Alam & Glenmarie to Tanjung Malim 60,000 Proton Workers will also need to commute from Shah Alam, Glenmarie, Kelang & Damansara to Tanjung Malim daily.
Why is it so?
Their families with school going children will continue staying in Shah, Alam, Glenmarie, Kelang & Damansara while the men folk travels through LATAR Highway to Tanjung Malim daily for work and back (both ways)
Majority of these 60,000 people will travel by the LATAR HIGHWAY to Tanjung Malim & back both ways.
And you must know that BPuri owns 50% of the LATAR Highway. This toll road will turn into a Golden Cash Cow soon.
According to BPuri’s latest QTR the revenue and Toll collections are about Rm15 millions (still slightly in the red)
No longer. As increasing traffic on this LATAR Highway will generate lots and lots of profits for many years to come.
Now you must know that it was Gamuda who built the LITRAK Highway from Sungei Way Subang to Puchong. When Puchung population exploded upward the profits of LITRAK Skyrocketed Upward.
Another lucrative Toll Road is PLUS Highway (taken private by UEM)
And the Gombak Kuantan Toll of MTD-Infrar (also taken private)
Puchong was once a rubber estate. But when Factories Boomed in Sungei Way area more houses were needed & KL City expanded to Puchong.
So we come to the Stock No. 3
No.3 IS BERJAYA CORP
Why BJ Corp? YESSSS!!!
Proton City Will Expand By Leaps & Bounds in the hands of Geely! So the population of Tanjung Malim will grow. Some day when more amenities are built in Tanjung Malim to meet the ever increasing number of workers from Proton Factory & its vendors
EPMB will shift its production plant to Batang Kali. They might rent out their presnt factories in Shah Alam. Follwed by other vendors which supply parts to Proton
These are the Proton Vendors mentioned in FOCUS MAGAZINE
APM Automatic Holdings Bhd
Atlan Holdings Bhd
EP MANUFACTURING BHD
Globaltech Formation Bhd
HH Industries Bhd
Kumpulan Jetson Bhd
MCE Holdings Bhd
Paragon Union Bhd
Pecca Group Bhd
Sapura Industries Bhd
SMES Corp Bhd
UMW Holdings Bhd
So many factories will relocate to Proton City.
And with the Increasing Population More & More Development will come up north.
Then BJ CORP’s BATANG BERJUNTAI LANDS WILL ALSO COME IN HANDY.
BJ CORP Will also synergise its MAZDA Factory in Batang Berjuntai with these car parts suppliers.
And the Prices of Lands own by BJ CORP will Skyrocket in Price!
Aha! Now when do BJ CORP own here?
Let’s take a look at its lands (Refer to Bj Corp 2016 Annual Report)
Mukim of Sungei Tinggi (15 lots) and Mukim of Batang Berjuntai (8 lots)
District of Ulu Selangor, Kuala Selangor Selangor Darul Ehsan
Freehold 3,200.76 acres Land for development. Date of Purchase 04/08/1995 Rm249,176,000
Wow! Bj Corp has 3,200 ACRES OF FREEHOLD LANDS HERE! Connected to LATAR Highway & a short commute from Tanjung Malim’s PROTON CITY!
Let’s calculate its Cost of Purchase
Rm,249,176,000 for 3,200 acres
So divide Rm249,176,000 by 3,200 acres = Rm77,867.50 sen
Now let’s divide it by 43,560 sq ft to get the value per sq ft
So Rm77,867.50 divides by 43,560 = RM1.79
WOW! WOW! WOW!!
BJ CORP Bought Those Lands 22 Years ago at only Rm1.79 psf
THIS TIME REALLY KAYA LEOW – FOR ALL HAPPY OWNERS OF BJ CORP!!
Now you guys should know what you should do NOW!
Many happy returns
Calvin Tan Research
Last time on Sept 20th 2013 Calvin called for a buy on Pm Corp at 15 sen. After receiving cash payout of 8 sen all holding Pm Corp now at only 7 sen. At closing price of 19 sen today all are making more than 100%
On December 16 2014 Calvin issued buy call on Jaks at 40 sen. Today Jaks is up more than 200%
Calvin called for a buy on Prestar at 46 sen. Now Prestar already crossed Rm1.00 & many are still chasing.
Same goes for RceCap, Masteel, Insas & the latest – Wangzheng!
Calvin called for a buy on Wangzheng at 75 sen. Today market is going GaGa over Wangzheng and chasing it up into totally overvaluation.
And as it was then, it is now & it shall be so.
So don’t be a fool to miss DRB, Bj Corp and BPuri when they are so dirt cheap in value. AND DON’T BE A GREATER FOOL CHASING AFTER THEM WHEN ARE ARE UP 100%, 200% or 300% in future like those who missed Jaks at 40 sen, like those who missed Prestar at 46 sen, like those who missed Insas at 65 sen & like those who missed Wangzheng at 75 sen
SO ACT NOW! BE WISE IN TIME. BUY THESE OVERLOOKED UNDERVALUED SHARES AND HOLD THEM TIGHT TIGHT!!