Tuesday, April 21, 2015

What shares will be benefit if there is really a change of political power? (Part 1)

After all the Sarawak's post, we've finally got something new to share but it is a bit lengthy. However we strongly believe the post below will benefit the readers that follow our post. Cheers!

What to buy if there is a change of political power? 
A question that were asked after our current PM were being criticize by our previous PM. 

To those who havent like our page, you may do so at the link below:

In the past month we saw mounting pressure to our current PM due to lots of issue be it from the 1MDB or be it from the previous PM. In the past week, we even saw Tun Dr Mahathir saying Deputy will usually be the one who take over the place if there is any changes while we saw DPM had spoken where he told the public that Tun Dr Mahathir is not alone in telling truth.

In such case, there are a lots of speculation and we knew that our DPM has the highest chance for that. As a result, what stock will benefit from this if this really turns out to be the case?  

DPM Tan Sri Dato’ Haji Muhyddin Yassin


We would like to reiterate that we have no political stand and we are purely sharing the stocks that is TPM related which we believe it will be play up if the political issue continues. 

For Part 1 we will talk about the 1st company which is still cheap and has yet to push up as high (though it’s already 65% from its recent lowest however another 1 had rose 100%) as we will share another 1 in part 2. 

The 1st company that we would like to introduce is 
EDEN Inc Bhd (7471)
this is a company that has been listed for quite some time and I believe some of the old timers would have knew this counters as this is 1 of the star counter in 1997.

Eden is involve Energy generating (IPP and mini Hydro), Manufacturing low voltage switch gears and electrical components, Food and Beverage, Tourism (Underwater World Langkawi), and Property business.

This is the website of the company : http://www.edenzil.com/index.php

The company had incorporated Underwater World Labuan Ltd on 13 November 2014 which is intended to develop, install, operate, maintenance and management of aquariums. This means that they will have another aquarium business in Labuan!

This company is 35.84% owned by Tan Sri Abd Rahim Mohamad. Let’s see some of the back ground of Tan Sri: 

Tan Sri. Abd Rahim Bin Mohamad founded Zil Enterprise Sdn Bhd in 1992. Tan Sri. Bin Mohamad begun his career as a Bureaucrat and Civil Servant and gained extensive experience from his years of service in various Government Ministries. He served as an Administrative and Diplomatic Service Officer and served various capacities in the Prime Minister's Department, Ministry of Finance, Ministry of Primary Industries and Ministry of Culture, Youth & Sports. Tan Sri. Bin Mohamad left the public sector in 1984 to join Amanah Merchant Bank Berhad, where he served for 6 years and gained in-depth knowledge and experience in advisory and financial matters. 

Subsequently he served in senior management positions in Shahpadu Group and Maju Holdings Group of Companies, where he had played a major role in the listing exercise of several entities within those companies on the Kuala Lumpur Stock Exchange ("KLSE"). He serves as Executive Chairman of Zil Enterprise Sdn Bhd. Tan Sri. Bin Mohamad has been an Executive Chairman and Director of Eden Inc. Berhad since October 18, 2002 and serves as a Director of Zil Enterprise Sdn Bhd. He received his first degree in B.A(Hons) degree in 1973 from University of Malaya before advancing his studies in Economics at the University of Manchester in 1977. Tan Sri. Bin Mohamad obtained an MBA in Finance from Morehead State University, Kentucky in 1981 and subsequently attended Wharton's Advance Management for Overseas Bankers in 1988.


On the other hand, we can see that the company is undergoing a series of corporate exercise: 



Actually this company had started to move on 3rd April which is after the announcement made on 2nd April. Why? I believe those deal and announcement is just an act of “advertisement” to indirectly show us something that they couldn't tell us directly. So what is the thing that they can't tell us directly?

To those who havent like our page, you may do so at the link below:
So what is the deal that is going on now? 
1st we can look at the deal, it’s a deal Where Puan Sri Fadzilah Binti Md Ariff, Puan Fara Nadia Binti Abd Rahim, Serata Padu Sdn Bhd had enter into a call option Agreement with the purchaser on 26th March 2015 to purchase 14,000,000 ordinary shares of RM1.00 each from Puan Sri Fadzilah Binti Md Ariff 11,000,000 ordinary shares of RM1.00 each from Puan Fara Nadia Binti Abd Rahim, and 5,000,000 ordinary shares of RM1.00 each from Serata Padu Sdn Bhd. 



It seems pretty boring with the corporate deal right? Never mind, let’s jump over this part and look at the other names that are involved in this deal which is the most crucial part that unveil the GEM.

Looking at those highlighted name, we will explain it 1 by 1.
Mr Paramasivam A/L Seerangam is the purchaser who enter into the call option agreement. (9.54% shareholding as on 10/04/2015)

Tan Sri Abd Rahim Bin Mohamad who is the founder and owner of this company. (35.84% shareholding as on 10/04/2015)

Serve Vest (M) Sdn Bhd and Serata Padu Sdn Bhd are owned direct or indirectly by Zil Enterprise which is the vehicle of Tan Sri Abd Rahim. (18.88% shareholding as on 10/04/2015)

Puan Sri Fadzilah Binti Md Ariff is the wife of Tan Sri Abd Rahim (3% direct shareholding as on 10/04/2015)
Puan Fara Nadia Binti Abd Rahim is the daughter of Tan Sri Abd Rahim (2.7% direct shareholding as on 10/04/2015)

Datuk Fakhri Yassin Bin Mahiaddin is the son-in-law to Tan Sri Abd Rahim Bin Mohamad. (0.01% direct shareholding and indirect shareholding is 35.83% as on 10/04/2015)


So who is this Datuk Fakhri Yassin Bin Mahiaddin? Why are we highlighting him? Well.. Don’t u think the name is quite familiar? Let's find out who is him!

Do you remember the name of DPM’s daughter who married to a Chinese guy? 

Let’s recall your memory with this post.


Najwa Mahiaddin and Datuk Fakhri Yassin Bin Mahiaddin, what’s the similarity between these 2 names?

Yes, you are right, they have the same family name. Maybe some of you will not be convince that just a family name, it can’t prove that they are brother or sister as well as Datuk Fakhri Yassin Bin Mahiaddin is the son of our DPM. 

To those who havent like our page, you may do so at the link below:

In order to show you more concrete evidence, we have consulted the know it all website “WIKIPEDIA”. You can search the name DPM Tan Sri Dato’ Haji Muhyddin Yassin and click on the 1st link or u can click on the link below:


In this webpage, we can read about the background of our DPM, and u can scroll down and look at the right hand side column of the webpage then you will come across a section which is the personal details of our DPM.
Looking at what we've highlighted, we saw that there is a column where they stated the name of DPM’s children. Najwa whom is 28 years old is the daughter who had just married recently and Fakfhri Yassin whom is 39 years old has the same name as 
Datuk Fakhri Yassin Bin Mahiaddin that appeared in the announcement of Eden.

 So it’s obvious that Datuk Fakhri Yassin Bin Mahiaddin is the son of DPM and Eden is a company that is owned by his father in-law Tan Sri Abd Rahim Mohamad that also has very strong politically background.

As this is a company that owned by the father in law of the Datuk Fakhri Yassin Bin Mahiaddin whom is the son of DPM, hence it is quite obvious that this company stand a strong chance to benefit if the DPM takes over the seat of PM.

Though Eden is not a fundamentally sound company but it is surely a counter that has very strong political background that is back by the son of current DPM and this is the thing that were intended to show by doing those corporate  exercise and announcement!

After all the readings, the most crucial things the readers will asked is whether can the stock shoot up sky high? We would say that there is a possibility but it is still depends on how bad the situation be for Tun Dr Mahathir and our PM, as well as how big the chances of our DPM take over the PM seat. Anyhow, this is still a very good stock to look at due to the political issue that happens. 

We would like to reemphasize that we have no political stances and we are just a small fish in share market that is trying very hard to make money for a living especially after GST and the political situation had give rise to the chance to make some money especially to the counters that are related to some politicians. We are neutral in politics, PEACE!

To those who havent like our page, you may do so at the link below:

Disclaimer: The content on this site is provided as general information only and should not be taken as investment advice. All site content, shall not be construed as a recommendation to buy or sell any security or financial instrument. The ideas expressed are solely the opinions of the author. Any action that you take as a result of information, analysis, or commentary on this site is ultimately your responsibility. Consult your investment adviser before making any investment decisions



Wednesday, April 15, 2015

When is CMSB breaking RM5 ?

Sarawak Election stocks (Part 8)  


In the previous post at Part 6, I've mentioned that it is not the end for CMSB but its just the beginning. 


So is it just the beginning? Seems likely!!!

On 14th April 2015, we've saw that there is another announcement from CMSB that it has got  

RM308m  project for Sarawak museum, heritage trail job! 



From the announcement we can see that the project will contribute positively to the company financial year of 2015 to 2020. 

So how much profit will CMSB generate from this project? 

We've checked again on the press statement and we found that PPES is not wholly own by CMSB where it is a joint venture between CMSB and State agency Sarawak Economic Development Corporation where CMSB owned 51% of PPES. 




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As a result, lets assume the Net margin of the construction is 15% since it is a negotiated project hence, RM308 million will give PPES about RM46 million earnings. As PPES is 51% owned by CMSB hence we take RM23 million which will contribute to the bottom line of CMSB.

This 23 million will be divided by 5 years since the project will take 60 months to complete, as a result, this project will boost CMSB earnings by RM4.6 million per annum. 

Though this is not a substantial amount but it is a good sign showing that the ELECTION CANDIES are on its way! In this case, more and more candies are coming hence it will not be odd for  CMSB to break RM5 before MAY 2015! 

WOW! what price will CJ hit if CMSB hit RM5? On the other hand, readers will have to take note that CK will expired on 5th May 2015 where the last trading date is on 28th April 2015. 

So is this the end? I don't think so.. I think our Federal Government will have to distribute more candies to make sure they win the election in Sarawak hence there are more to come! This is especially when there are some political issue going on, more candies are needed to make sure the support is there!

On the other hand, HSL had started to moved a bit where KKB do moved up as well, so.... 

For your info, CMSB has 20% stake in KKB... While the Pan Borneo Highway cake will be distributed soon! Buckle up your seat belt and hold on tight! 

To those who havent like our page, you may do so at the link below:

Disclaimer: The content on this site is provided as general information only and should not be taken as investment advice. All site content, shall not be construed as a recommendation to buy or sell any security or financial instrument. The ideas expressed are solely the opinions of the author. Any action that you take as a result of information, analysis, or commentary on this site is ultimately your responsibility. Consult your investment adviser before making any investment decisions

Monday, April 6, 2015

Sarawak concept stocks had get its engine started!

Sarawak Election stocks (Part 7)  

After  our post last night, Sarawak conceprt stock continue to moved where we saw CMSB gone up by RM0.10 today and hit its historical high! This is a break out!

 


This is the all time high of the stock!

 

 

On the other hand, HSL has also got a break out from its recent high today however the volume has yet to follow, but as what I noticed, the buyers keep eating after 4pm and it seems like just taking whatever ticket that is queue below 187. Will that be a sign of something brewing?

 

Anyhow, the chart shows its a break out from recent high of RM1.83, however there are still a downtrend resistant line at RM1.90 the chart will be even prettier if it is able to break the RM1.90 resistant.

This will be a very good stock to monitor very very closely as the price movement has already indicated something. Is it related to the Sarawak Candies? or it is related to the Pan Borneo Highway Project? Well.. we will see it very very soon.. Cheers!


Disclaimer: The content on this site is provided as general information only and should not be taken as investment advice. All site content, shall not be construed as a recommendation to buy or sell any security or financial instrument. The ideas expressed are solely the opinions of the author. Any action that you take as a result of information, analysis, or commentary on this site is ultimately your responsibility. Consult your investment adviser before making any investment decisions   

Sunday, April 5, 2015

Sarawak Election stocks (Part 6) Which is the next after CMSB?

 Which is the next after CMSB?

In the past week we saw more and more news about the Sarawak Elections as well as the Pan Borneo highway, before we moved on to tell you about the next after CMSB, let us make some recap about the things we mentioned about 1 month ago.

On 7th March, we mentioned about the Sarawak election and the candies effect as well as the Pan Borneo highway and we mentioned 3 counters CMSB, HSL and NAIM where we opt for CMSB-CJ and HSL-CC. Where CMSB were RM4.19, HSL were RM 1.78 while CMSB-CJ were RM0.095 while HSL-CC were RM0.07.
(We've saw more and more news portal talking about this, be it The Edge, FocusM, NanYang, SinChew, or even some private share info portal)
http://bigcanon.blogspot.com/2015/03/sarawak-election-stocks-part-1.html


On 10th March, CMSB started to rose and close RM4.43 where we pointed out the big fish are eating the tix.
http://bigcanon.blogspot.com/2015/03/sarawak-election-stocks-part-2.html


On 15th March we shared about HSL
http://bigcanon.blogspot.com/2015/03/sarawak-election-stocks-part-3.html


On 16th March we shared about the CM of Sarawak and Sabah met each others.
http://bigcanon.blogspot.com/2015/03/sarawak-election-stocks-part-4.html


On 22nd March, we shared that The Edge Weekly had published news about the Pan Borneo Higway
http://bigcanon.blogspot.com/2015/03/sarawak-election-stocks-part-5.html

While on our facebook pages, we have shared lots of info about the highway and we even hinted the day the highway will be officiated.

CMSB on FocusM!


 On 29th March, we have hinted.


On 31st morning, we've reminded you that PM is already in Bintulu, Sarawak.

On the night of 31st, we saw news about our PM officiated the highway.

New of CMSB!

To those who havent like our page, you may do so at the link below:


So CMSB had hit is historical high last week and it closed at RM4.70 while CMSB-CJ is closing at RM0.13 (almost 50%) already, and is this the end? Nope, I will say this is only the begining. Look at what were reported on The Edge Weekly this week! 
The Edge had mentioned CMSB, HSL and Naim on 5th April 2015 just like what we did on 7th March where we are 1 month earlier! 

Anyway, we have saw the 1st company who get the project were Prtasco. 
Its quite surprising to us but far as we know, the others counters that we mentioned were not affected by the project given to Prtasco as this project is a big cake to be divided to all the players.

On the other hand, The Stars had a very interesting articles that its title is

"Sarawak polls by year end?"


Will this be the case? I think the possibility is high as Tan Sri is very popular now where even the chinese voters fall for him.. If thats the case, seems like the candies will be distributed very very soon.. 


As we mentioned above and before, HSL and Naim still will be the winner however we like HSL more as  the chart of HSL is indicating a upward bias trend as well as waiting for break out while the chart of NAIM is on down trend as the share were hammered badly by its subsidiary Dayang which were draged by the weak oil price. 

On the other hand, there are something big that is coming its way to HSL... Will it be the Election candies?

We've been sharing our thoughts correctly in the past month and now lets sit tight and wait for the good news! 

Last but not least, I would like to quote a sentence from Elon Musk (the owner of Tesla):
 "I can either watch it happen, or I can participate and help it happen."

Cheers!

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