DRB Versus MRCB - Top Two Beneficiaries of 2017 BUDGET (2 RESERVOIRS Of Wealth) Calvin Tan (Part 2)




Dear Fellow Investors of i3 Forum,

When Pm Najib gave the Budget Speech on Saturday I was in Singapore. Today, I managed to secure a printed copy of the BUDGET SPEECH 2017. And I discovered these 2 Stocks to be the Top 2 Beneficiaries.



Presenting DRB Versus MRCB - The 2 Contesting Reservoirs of Wealth. Which will come out First?



DRB Closing Price as at 25th October 2016 - Rm1.42

MRCB Closing Price as at 25th October 2016 - Rm1.39

So DRB is Rm1.42 Versus MRCB at Rm1.39!

Now These Are The Salient Factors for DRB Hicom as Found in the Budget Speech 2017

1) PROTON IRIZ AS UBER CAR OF CHOICE  (PM NAJIB ONE STONE HIT 5 BIRDS)

They say, "One stone hit 2 birds at the same time". Pm Najib did better by hitting 5 birds at one go!

i) With Rm5,000 Discount for Uber Drivers PROTON IRIZ By DRB will sell like hot cakes. This will bring in lots of money for DRB

ii) With One Fell Swoop Dr. M & his cronies' fleet of taxis will be rendered redundant.

iii) This kind act will win precious votes as 14th GE is coming soon.

iv) And with New Cars mean More Inspection at Puspakom. In Malaysia today, every buyer or seller of a new or 2nd hand car needs to send it to Puspakom for inspection. Just like all foreign workers need to pass through MyEG processing. So much more monies following into DRB coffers.

v) And when you pay Roadtax & Insurance? POS Office of Course! Ha! POS is now DRB's subsidiary company as ownership has crossed 50%

2) LOTS OF MENTION ABOUT MOTORBIKES

DRB own Modenas & also manufacture engines for other brands!

I quote from the Speech  verbatim:

The Government has also decided to  increase the motorcycle loan limit from Rm5,000 to Rm10,000

Good for Modenas! By DRB!





This is Modenas Dynamik going for Rm6,600. Go and get one now! Loan limit raised from Rm5,000 to Rm10,000. WOW! Sure Can Buy Lah!



More mention about Motorcycles:

Expanding Mobilepreneur Programme with allocation of Rm30 million, targeting 3,000 participants using motorcycles.




3. BROADBAND EMPHASIS! E-Commerce! DRB owned POS going Big Time into E Commerce!

Through MDEC, a sum of Rm162 million is allocated to implement programmes such as e-commerce ecosystem and Digital Maker Movement.

Effective January 2017, fixed line broadband service providers will offer services at higher speed for the same price. Provide Rm1 billion to ensure the coverage and quality of broadband nationwaide reaches up to 20 megabytes per second.

Faster Broadband means faster purchase made through the internet - great for POS Malaysia & Ultimately DRB!

I bought lots and lots of stuff through Lazada & 11th Street. Goods were delivered by

a) GD Express (They come in small vans)

b) Lazada own fleet of small lorries or contract lorry deliveries.

c) POS OFFICE! Yes! I went to Majidee Post Office & collected parcel after parcel of goodies!

Listen further to Pm Najib's words, "..additional online and digital services to facilitate international e-commerce and invigorate internet-based innovation". Read these words again, "TO FACILITATE INTERNATIONAL E-COMMERCE".

Yes, DRB, through POS is expanding to Alibaba of China, then Amazon of USA? Wow! It's a Big Market Out There for DRBHICOM

Note: I bought MIDEA Aircond (1 hp) & MIDEA WATER HEATER (MIDEA BRAND FROM CHINA IS BEING DISTRIBUTED THROUGH DRBHICOM. They are both cheap and good. Also nicely designed. Value for money.



4) DRB Also Has A Fleet of Commercial Vehicles for Logistics & Warehouses.

Listen! Traditonal business through Departmental Store is doomed! Parkson will be one of them. Better sell Parkson and switch to DRB now. With the advent of the motor car - traditional horse drawn carriages are obsolete. So don't fight the trend! Flow with the trend and you shall live.



5) AND TOURISM!

Government will extend eVisa to countries in the Balkans and South Asia Regions. To achieve the target of 32 million of tourist arrivals next year. And DRB provides Full Airport Services!



6) ISLAMIC FINANCE THROUGH BANK MAUMALAT By DRB!

PM Najib says, "In maintaining Malaysia as an international Islamic financial centre, I am pleased to announce that the period of income tax exemption to entities carrying out Islamic banking and Takaful business through the International Currency Unit.."

So many things are positive for DRB in the Budget Speech.



7) Ecotourism & Improving Tourism Facilities (DRB Has Alam Flora)

Tourism sector contributes significantly in generating country's income. Therefore, First: A sum of Rm400 million will be allocated, among others for clean air and ecotourism initiatives.



8) Ambulances & 8x8 Armoured Vehicles for Sabah Against Kidnappers & Intruders!

Also, the Government will place AV8 GEMPIT 8x8 and 4x4 armoured vehicles in Lahad Datu as well as deploy Hawk fighter jet and Eurocopter EC-725 helicopters squadron at the Labuan Air Base Total: Rm15.1 billion



See


AV8 Multi-Role wheeled armoured vehicle

AV8 is an 8x8 multi-role, wheeled armoured vehicle indigenously designed and manufactured by DRB-Hicom Defence Technologies (DefTech), for the Malaysian Army. The AV8 is based on the FNSS-built PARS 8x8 multi-purpose wheeled armoured combat vehicle.

The AV8 is intended to replace the Malaysian Army's ageing fleet of SIBMAS 6x6 and Condor 4x4 wheeled armoured fighting vehicles.

The first scale model of the AV8 was demonstrated to the Malaysian Armed Forces at the 13th Defence Services Asia (DSA) international defence exhibition in April 2012.
Orders and deliveries of AV8 armoured vehicles

In February 2011, DefTech received a contract from the Malaysian government to design, develop and manufacture a total of 257 armoured fighting vehicles in 12 configurations for the Malaysian Armed Forces through 2018. DefTech will also provide integrated logistics support for the AV8 programme.

Turkish defence firm FNSS Savunma Sistemleri signed a $559m letter of acceptance for the development of the AV8 vehicles in June 2011. FNSS will offer technology transfer and technical assistance for the Malaysian AV8 vehicles.

The 257 AV8 vehicles include 46 units in IFV25 infantry fighting vehicle configuration, 68 in AFV30 version, and 54 in anti-tank configuration. The first 12 IFV25 vehicles were delivered in December 2014, while the remaining 34 are scheduled for delivery in 2015.

9) DRB Also Owened The RESORT HOTEL IN KENYIR DAM Among Others

It is said that Kenyir Dam is the Largest Freshwater Lake in Malaysia. It takes 5 hour by ferry boat ride from one end of Kenyir Dam to another. Scores of River Flow into Kenyir Dam to Make it A Gigantic Lake



So with So Many Companies WITH MULTIPLE STREAMS OF INCOME

This DRB is Really A ONE HUGE RESERVOIR OF WEALTH

DRB = De RESERVOIR BHD!



Calvin Has A Target Price of Rm2.80 for DRBHICOM In One Year's Time. This is based on One Third The Share Price of POS Malaysia. So From Rm1.42 Calvin Expects DRB To Double in Price!



Warmest Regards,

CHEERS

Calvin Tan Research



Note: Will Post on MRCB Later.

MRCB = Money  RESERVOIR Converging Bhd.

This MRCB has a RESEVOIR THAT IS REALLY MIND BLOWING!

So please stay tuned

"THE FLOW OF INFORMATION PRECEDES THE FLOW OF WEALTH"

BE THE FIRST TO KNOW!




AV8 Multi-Role wheeled armoured vehicle

AV8 is an 8x8 multi-role, wheeled armoured vehicle indigenously designed and manufactured by DRB-Hicom Defence Technologies (DefTech),for the Malaysian Army. The AV8 is based on the FNSS-built PARS 8x8 multi-purpose wheeled armoured combat vehicle.

The AV8 is intended to replace the Malaysian Army's ageing fleet of SIBMAS 6x6 and Condor 4x4 wheeled armoured fighting vehicles.

The first scale model of the AV8 was demonstrated to the Malaysian Armed Forces at the 13th Defence Services Asia (DSA) international defence exhibition in April 2012.
Orders and deliveries of AV8 armoured vehicles

In February 2011, DefTech received a contract from the Malaysian government to design, develop and manufacture a total of 257 armoured fighting vehicles in 12 configurations for the Malaysian Armed Forces through 2018. DefTech will also provide integrated logistics support for the AV8 programme.

Turkish defence firm FNSS Savunma Sistemleri signed a $559m letter of acceptance for the development of the AV8 vehicles in June 2011. FNSS will offer technology transfer and technical assistance for the Malaysian AV8 vehicles.

The 257 AV8 vehicles include 46 units in IFV25 infantry fighting vehicle configuration, 68 in AFV30 version, and 54 in anti-tank configuration. The first 12 IFV25 vehicles were delivered in December 2014, while the remaining 34 are scheduled for delivery in 2015.



DRB has shot past Rm2.20 as of now!

And Calvin's Focus now turns to MRCB as it will be the Next GE14 Stock to play catch up



These are some salient facts on MRCB





Stock: [MRCB]: MALAYSIAN RESOURCES CORP

 Dec 27, 2017 03:05 AM | Report Abuse

calvintaneng MRCB?

MULTIPLE
ROCKET
CHARGING
BOOSTERS

This Amazing Rocket got multiple Boosters:

1) EDL Taken Private With Good Compensation

2) Rm1 Billlions Budget for Sports during 2018 Budget Speech

3) Rm5 Billions for MRCB Greentech?

4) Another Rm30 Billions Projects for MRT/LRT

5) Insiders Bench marking Long Term ESOS at Rm1.07

6) MRCB PDP with Gamuda for High Speed Rail

7) Signing of Kwasa Damansara JV with EPF

Its PDP Rm2.2 Billions at 5% profit translate to a nice fee of Rm110 millions

See
https://www.edgeprop.my/content/mrcb-named-kwasa-damansara-infrastruct" style="text-decoration-line: none; color: rgb(0, 102, 170);" target="_blank">https://www.edgeprop.my/content/mrcb-named-kwasa-damansara-infrastruct...>
If all Rm50 Billions secured by MRCB means a very nice Rm2.5 Billions fee for PDP

https://www.thestar.com.my/business/business-news/2017/05/10/mrcb-and" style="text-decoration-line: none; color: rgb(0, 102, 170);" target="_blank">https://www.thestar.com.my/business/business-news/2017/05/10/mrcb-and<...>
https://www.youtube.com/watch?v=z9JOycigWs0" style="text-decoration-line: none; color: rgb(0, 102, 170);" target="_blank">https://www.youtube.com/watch?v=z9JOycigWs0 >

8) LATEST HOT HOT NEWS

MRCB's Setapak Lands have gained almost Rm160 Millions in Value from Rm111 millions to Rm270 Millions.

And Jv with TH Property has reaped an immediate windfall of Rm58 Millions.... PLUS Extra shared profits.

This is only a small piece of MRCB's Many Prime Prime Assets in TOD Locations


9) More HOT HOT NEWS ........................FILL IN THE BLANKS..................................


10) FINALLY:

PDP FOR BANDAR MALAYSIA'S RM160 BILLIONS' PROJECT


WHOA!!

Calvin thinks Target Price should readjust from Rm1.80 to Rm3.00

Wuhuhu!!
27/12/2017 02:47


Hmmmm?

IF MRCB secures PDP for BANDAR MALAYSIA Rm160 Billions project at 5% fee?

It will be a mind blowing Rm8 Billions Profit?

Am I dreaming?

I must be.

Better go sleep now

ZZZzzzzzzz,,,,,,,,,,.............



Stock: [MRCB]: MALAYSIAN RESOURCES CORP

 Jan 1, 2018 09:48 PM | Report Abuse

More Additional Good News on the way

MENARA CELCOM by MRCB completing soon anytime now!! End 2017 or early 2018

Another whopping Rm640 Millions Asset disposal after having sold Menara Shell to MQ Reit

So another CASH INFUSION Of Rm640 Millions on the way soon after EDL, Kwasa Damansara & PDP for HSR & sale of setapak lands to Thp.

See

https://www.malaysiaglobalbusinessforum.com/post/article/rhb-research" style="text-decoration-line: none; color: rgb(0, 102, 170);" target="_blank">https://www.malaysiaglobalbusinessforum.com/post/article/rhb-research<...>
And then coming very soon will be the Disposal of Ascott Hotel for another Rm180 millions

Not forgetting that MRCB owns MQReit (27.89%) which is worth over Rm380 millions.

So these are the figures

1) Rm2.9 Billions raised from RI
2) Rm2.7 Billions from EDL settlement of Sukuk loan plus compensdation
3) Rm165 Millions fro Kwasa Damansara PDP
4) Rm100 Millions land sale to THP
5) Rm1.14 Billions from Bkt Jalil land sale to EPF


And on the way

6) Disposal of Menara Celcom for Rm640 Millions
7) Disposal of Ascott Hotel for Rm180 Millions
8) Possible cashing in MQReit for over Rm380 Millions

MRCB also own very very prime TOD Lands in Prime Locations as low as zero.

Lands valued at ZERO COST?

YESSS!

In Kota Kinabalu (refer to Annual Report) MRCB owns 11,000 sq meter of Condo lands in heart of KK.

11,000 sq meter equals 11,000 x 10.764 = 118,404 sq feet of Prime FREEHOLD lands in KK. Book value is an amazing "0" cost?

118,040 sq ft is about 2.7 Acres of Freehold Lands!

And let's calculate

No. 1 to 5 already garnered

Rm7 Billions CASH

If nos. 6, 7 & 8 are cashed out

there will be another

640 mil + 180 mil + 380 mil

= Rm1.2 Billions ( Menara Celcom, Ascott & MQReit)

TOTAL CASH POSITION WILL RISE TO A WHOPPING RM8.2 BILLIONS

Now the BIG BIG QUESTION IS?

WHY MRCB WANTS TO RAISE SO MUCH CASH IN SUCH A SHORT TIME?

RM8.2 BILLIONS? FOR WHAT PURPOSE?

ANSWER COULD BE:

A) TENDER FOR HSR PDP WITH GAMUDA

B) BANDAR MALAYSIA

C) OTHER UNKNOWN FACTORS?

WISHING ALL AT MRCB FORUM A VERY HAPPY & PROSPEROUS NEW YEAR OF 2018


Regards
Calvin Tan





Stock: [MRCB]: MALAYSIAN RESOURCES CORP

 Dec 27, 2017 03:05 AM | Report Abuse

calvintaneng MRCB?

MULTIPLE
ROCKET
CHARGING
BOOSTERS

This Amazing Rocket got multiple Boosters:

1) EDL Taken Private With Good Compensation

2) Rm1 Billlions Budget for Sports during 2018 Budget Speech

3) Rm5 Billions for MRCB Greentech?

4) Another Rm30 Billions Projects for MRT/LRT

5) Insiders Bench marking Long Term ESOS at Rm1.07

6) MRCB PDP with Gamuda for High Speed Rail

7) Signing of Kwasa Damansara JV with EPF

Its PDP Rm2.2 Billions at 5% profit translate to a nice fee of Rm110 millions

See
https://www.edgeprop.my/content/mrcb-named-kwasa-damansara-infrastruct" style="text-decoration-line: none; color: rgb(0, 102, 170);" target="_blank">https://www.edgeprop.my/content/mrcb-named-kwasa-damansara-infrastruct...>
If all Rm50 Billions secured by MRCB means a very nice Rm2.5 Billions fee for PDP

https://www.thestar.com.my/business/business-news/2017/05/10/mrcb-and" style="text-decoration-line: none; color: rgb(0, 102, 170);" target="_blank">https://www.thestar.com.my/business/business-news/2017/05/10/mrcb-and<...>
https://www.youtube.com/watch?v=z9JOycigWs0" style="text-decoration-line: none; color: rgb(0, 102, 170);" target="_blank">https://www.youtube.com/watch?v=z9JOycigWs0 >

8) LATEST HOT HOT NEWS

MRCB's Setapak Lands have gained almost Rm160 Millions in Value from Rm111 millions to Rm270 Millions.

And Jv with TH Property has reaped an immediate windfall of Rm58 Millions.... PLUS Extra shared profits.

This is only a small piece of MRCB's Many Prime Prime Assets in TOD Locations


9) More HOT HOT NEWS ........................FILL IN THE BLANKS..................................


10) FINALLY:

PDP FOR BANDAR MALAYSIA'S RM160 BILLIONS' PROJECT


WHOA!!

Calvin thinks Target Price should readjust from Rm1.80 to Rm3.00

Wuhuhu!!
27/12/2017 02:47




Hmmmm?

IF MRCB secures PDP for BANDAR MALAYSIA Rm160 Billions project at 5% fee?

It will be a mind blowing Rm8 Billions Profit?

Am I dreaming?

I must be.

Better go sleep now

ZZZzzzzzzz,,,,,,,,,,.............


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