There is a very high percentage chance that the ECRL will be restored this April 2019 when Tun Dr Mahathir visits China
And in view of the Important construction of a 600 Kilometer Infrar project stretching from Port Klang in Selangor on the West Coast of Malaysia to Tumpat in Kelantan at the Upper most state of Kelantan on the East Coast... All for the ONE BELT ONE ROAD initiative of China
Calvin has picked these Cream of the Best Stocks in their field
- PRESTAR (9873) For Guard Rail
- MASTEEL (5098) for Long Steel
- LAFARGE (3794) for Cement
Prestar is selling guardrails and sturdy wheel barrows
At 600 Kilometer long there will lots of guardrails needed
As of now one guardrail about 10 feet to 12 feet long is priced at Rm217 per piece.
About 4 meter a piece
600,000/4 x Rm217 = Rm31, 950,000. And for 2 sides = Rm63.9 Millions
Right Now another longer highway is under construction
THE PAN BORNEO HIGHWAY
Notice the shining guardrail? They are alloys of steel & nickel
Pan-Borneo HighwayThe length of the entire highway is expected to be about 2,083 kilometres (1,294 mi) for the Malaysian section, 168 kilometres (104 mi) for the Bruneian section and 3,073 kilometres (1,909 mi) for the Indonesian section. The Indonesian sections of the Pan Borneo Highway is known as the Trans-Kalimantan Highway.
Pan Borneo Highway is 2,083 Kilometer (More than 3 Times ECRL)
No wonder Prestar Insiders are buying & buying
2 MASTEEL - THE MASTER OF LONG STEEL
Long steel is needed to build Bridges & retaining walls all along the highways
Since Masteel is a pure Long Steel Players it will benefit Most from Highways, MRT, LRT & in 2 more years the High Speed Rail
So ECRL will spur lots of demand
Since the ECRL ends near Kapar, Port Klang MASTEEL Has A Strategic Advantage over others like LionInd, SSteel & Annjoo
Now don't be silly and go buy flat steel or Pm Metal which is doing aluminium
MASTEEL - THE TOP PICK FOR ECRL STEEL
INSIDERS ALSO BOUGHT MASTEEL SHARES & AT VERY HIGH PRICES STILL HOLDING
AND EVEN AFTER BONUS ISSUES THEIR COST OF PURCHASE STILL QUITE HIGH
3 LAFARGE CEMENT
When PM Badawi implemented 9 MP I bought Lafarge at 66 sen & Tasek at Rm2.90
Then I think there was a capital exercise where Lafarge went from 10 to 3 share consolidation. So lafarge at year 2006 price of 66 sen is actually now around Rm2.00
Lafarge gone up over Rm10.00 in its cyclical up. Now fallen due to cancellation of so many projects
BUT THIS SINGLE CONTRACT REVIVAL of 600 Kilometer Rail Link Road will spur demand for Lafarge Cement
Like Prestar -- Lafarge also got a Cement Manufacting Plant in Rawang (only 6 km to Serendah) to which ECRL will pass
SO LAFARGE HAS THE BEST LOCATION FOR CEMENT
THE IMPORTANCE OF A CEMENT PLANT (LOCATION) FOR INFRASTRUCTURE WORKS
You heard of steel dumping from China. But don't hear about Cement dumping from China? Why?
The answer is - Cement cannot last long - only 2 months or 3 months before hardening. If Cement is exposed to water or sea water it will quickly harden & be of no use.
So Cement is a fragile commodity. Especially for the Cement Aggregate carried by CEMENT MIXER TRUCK
Once the fresh batch of cement leaves a Cement Plant - IT MUST REACH ITS DESTINATION WITHIN ONE SHORT HOUR
AND UNLOAD ITS CONTENT
OR ELSE DUE TO QUALITY CONTROL IT WILL BE REJECTED
LAFARGE BY VIRTUE OF ITS CEMENT PLANT LOCATION IN RAWANG IS ONLY 6 KM FROM SERENDAH - TO WHICH THE ECRL WILL PASS
Tasek Cement, unfortunately, has its cement plant in Perak. So it is less ideal.
And all along the length of the highways at certain spots they will build Cement Batching Plants
No wonder it went limit up yesterday. And will go up some more when ECRL is signed
Lafarge share holders are also starting to buy
Please do your utmost diligence before buying or selling
VERY GOOD NEWS
KUALA LUMPUR: Petroliam Nasional Bhd (Petronas) will pay RM54 billion in dividend to the government this year, including a special dividend of RM30 billion.
Petronas president and group chief executive officer Tan Sri Wan Zulkiflee Wan Ariffin said the group, which announced a revenue jump of 12 per cent to RM251.0 billion, had been paying the dividend in tranches since January.
“The group will be paying RM54 billion dividend in total (for 2019) comprising RM30 billion in special dividend and RM24 billion in normal dividend.
“We were confident of delivering this dividend before we declared this number,” he said at a media briefing on Petronas’ 2018 financial results here today.
In November last year, Petronas announced that it would be paying an additional RM30 billion in a special dividend in the 2019 Budget to help the government settle refunds of RM37 billion in goods and services tax and income tax.
Petronas, in a statement, said the special dividend payment would not impede its operations.
Earlier, Finance Minister Lim Guan Eng said the government expected to receive RM261.8 billion in revenue next year, including a one-off special dividend of RM30 billion from Petronas.
The special dividend, he said, would be used towards repaying the GST and income tax refunds of RM37 billion.
Petronas announced a 12 per cent increase in revenue to RM251.0 billion from RM223.6 billion recorded in 2017, driven by higher average realised prices for all key products.
Petronas’ net profit rose 22 per cent to RM55.3 billion from RM45.5 billion in 2017, on the back of higher revenue and supported by net write-back of impairment of assets.
SEE THESE WORDS
(((In November last year, Petronas announced that it would be paying an additional RM30 billion in a special dividend in the 2019 Budget to help the government settle refunds of RM37 billion in goods and services tax and income tax.)))
1) Good News No. 1
PETRONAS HAS INCREASED REVENUE TO HELP MALAYSIAN GOVT
That is why 5 OGSE are selling higher revenue due to increased activity
Both Penergy & Dayang have surging revenue & profits
2) Good News No. 2
With Increased Revenues PH Govt is ready to RESTART ECRL which is very good for T7 Global & Azrb
3) Good news No. 3
(((help the government settle refunds of RM37 billion in goods and services tax and income tax.)))
These will result in Payment to companies which Govt owed goods & services tax refund of Rm37 billions which inject liquidity to companies hard pressed in their cash flow.
Calvin has picked these ones on Chun Chun Timing
PRESTAR, MASTEEL & LAFARGE
are companies which Govt owed goods & services tax refund