-->

Type something and hit enter

Pages

Singapore Investment

Show All

Home AZRB calvintaneng T7GLOBAL IF ECRL (East Coastal Rail Link is Restored Both AZRB(7078) & T7 Global(7228) will Benefit, Calvin Tan Research

IF ECRL (East Coastal Rail Link is Restored Both AZRB(7078) & T7 Global(7228) will Benefit, Calvin Tan Research

On



Hi guys,
I just saw this News in Singapore CNA (Channel News Asia)

Lim Guan Eng hopeful East Coast Rail Link talks with China will conclude next month

Related image


NOW CALVIN THINKS THESE ARE TWO OIL & GAS COMPANIES THAT WILL BENEFIT : AZRB (7078) & T7 GLOBAL (7228)

1) BOTH AZRB & T GLOBAL HAVE AN INVESTMENT ARM IN REAL ESTATES

AZRB HAS SHOP OFFICES IN SETAPAK, BENTONG, KEMAMAN & KUANTAN, MARANG & TOK BALI
T7 GLOBAL HAS SHOP OFFICES IN SETIAWANGSA, KEMAMAN & AEROSPACE FACTORY IN SERENDAH
SO THEIR REAL ESTATE LANDS & ASSETS WILL APPRECIATE IN VALUE (CURRENTLY, BOTH THEIR PROPERTIES ARE STILL IN OLD BOOK VALUE (IF REVALUED THEIR NTA WILL GO UP)

2) BOTH AZRB & T7 GLOBAL MIGHT BE WINNING JOBS IN ECRL
See AZRB News
This article first appeared in The Edge Malaysia Weekly, on April 3, 2017 - April 09, 2017.

AHMAD Zaki Resources Bhd (AZRB), which has remained largely under the radar of investors until recently, sees 2016 as “a turning point from where the group will move on to bigger and better things”.
According to group managing director Datuk Seri Wan Zakariah Wan Muda, 2016 was a turning point for the group as it surpassed the RM1 billion mark in revenue for the first time.
Revenue grew 68.2% to a record RM1.2 billion last year, with its construction segment contributing 93% of the total.
“We have been around for 35 years. But last year was an exciting time for us as we crossed the RM1 billion revenue mark for the first time. I believe 2016 was the turning point for the company towards bigger and better things. We proved that we have the capacity and capabilities at our disposal to undertake the jobs that we have procured,” the 57-year-old tells The Edge in an interview.
The group’s tender book stands at some RM5 billion, comprising mostly infrastructure projects in Malaysia. “Infrastructure jobs make up 55% of our tender book, followed by government buildings (20%), commercial buildings (15%) and hospitals (10%),” he says.
“We are in a good position as we have the capacity and track record of building similar projects,” he adds. In 2013, AZRB pulled off a major coup for its construction business by bagging the East Klang Valley Expressway (EKVE) contract worth RM1.55 billion — its largest project to date.
“We also hope to participate in upcoming tenders such as the East Coast Rail Line, the Kuala Lumpur-Singapore High-Speed Rail, the Light Rail Transit 3 and the Mass Rapid Transit (MRT) Line 3,” he says.
T7 GLOBAL
It was announced earlier T7 Global was partnering with China Company & EPIC to bid for ECRL Projects (And it was cancelled later. But is there a possibility for revival of bidding?
See

MEMORANDUM OF UNDERSTANDING MEMORANDUM OF UNDERSTANDING TO JOINTLY ESTABLISH A COLLABORATION IN RELATION TO THE CONSTRUCTION OF THE EAST COAST RAIL LINE PROJECT

T7 GLOBAL BERHAD

Type Announcement
Subject MEMORANDUM OF UNDERSTANDING
Description 
MEMORANDUM OF UNDERSTANDING TO JOINTLY ESTABLISH A COLLABORATION IN RELATION TO THE CONSTRUCTION OF THE EAST COAST RAIL LINE PROJECT
Further to the Company's announcement made on 14 March 2018 pertaining to the Memorandum of Understanding (“MOU”) with the following companies to jointly form a strategic partnership for the specific and limited purpose of establishing a collaboration in relation to the construction of the East Coast Rail Line Project (“Project”):
a)  Eastern Pacific Industrial Corporation Berhad; and
b)  CMC Engineering Sdn. Bhd.
 (Collectively known as the “Parties”)
The Board of Directors of the Company wishes to announce that there is no material development on the status of the MOU as announced previously.
This announcement is dated 22 May 2018.



3) BOTH AZRB & T7 GLOBAL O&G BUSINESSES WILL BENEFIT FROM ECRL
T7 GLOBAL's
PN 4115, Lot No.3791 (Formerly Known as HS (D) 2671, PT 4200), Mukim of Teluk Kalung, District of Kemaman, State of Terengganu/ Lot D2 Kawasan MIEL Teluk Kalung 24007 Kemaman Terengganu; and
A Factory Lot Used as the Group’s Kemaman Operation Centre Providing Complete Maintenance Services
Age of Building: 5.5 Years Tenure: 60-Year Leasehold Expiring 22/08/2057
16,017/(8,626) 623,980.91
T7 GLOBAL HAS TWO OPERATION CENTERS IN KEMAMAN PROVIDING COMPLETE MAINTENANCE SERVICES  FOR OIL & GAS BUSINESS
So Ecrl will enhance connectivity
T7 Global also has an Aerospace Factory in Serendah which ECRL is expected to pass through

AHMAD ZAKI
has farm land in Bentong, Housing Land in Marang, Shop offices in Kuantan, Marine oil Supply Hub in Kemaman,
Above all it has the New Oil Supply Base in TOK BALI Which has a Rail Station Interchange (A Big One)
Now this TOK BALI SUPPLY BASE IS THE REPLACEMENT FOR ITS VERY LUCRATIVE OIL SUPPLY BASE OWNED BY EPIC (Eastern Pacific Industrial Corporation) taken private by the Trengganu Govt

With me is the STOCK PERFORMANCE GUIDE (Year 2010) By Dynaquest
Here let me show you the details listed about EPIC (now delisted)

Page 213
EASTERN PACIFIC INDUSTRIAL CORPORATION (EPIC) STOCK QUOTE 8265)
Corporate Structure
Activities
Petroleum supply base
Port management
Onshore & off shore minor fabrication services
Water supply services, garbage services, repair & maintenance of equipment
Cargo handling services
Provide labour & rental of equipment
Sludge management
Provision of ICT
CRITIAL STOCK MARKET INFORMATION
Year.........Price range...........DPS............EPS
2005.......1.53......1.96............16.0.............1.4
2006........1.12......1.90...........2.5...............4.7
2007........1.27.......3.32...........7.2..............18.2
2008.........0.71.......2.72..........6.1...............13.1
2009.........0.94.......1.76..........8.5................24.9
2010..........1.48.......1.71.........5.4E...............20.0E
2011.........................................5.4F...............21.0F

E = Estimate
F = Forecast by Dynaquest

From here you see at the peak of EPS Trengganu bought over EPIC from AZRB & took it private

Now look again at the yearly prices
Year lowest was 2008 when Lehman Brothers crisis hit & EPIC low was only 71 sen
Next year in 2009 it rose to a high of Rm1.76 (More than 100% gain)

NOW THE DIRECTORS OF AZRB HAS BEEN WITH THE COMPANY FOR 35 YEARS IN ALL ITS UPs & DOWNs

AND THEY HAVE BOUGHT & BOUGHT UP AZRB SHARES from the Open Market through all the Bad Quarters
DO THEY SEE A BRIGHT FUTURE IN TOK BALI (Replacing EPIC's Success)
See
Their Buying of AZRB Shares

NOW ALSO GO OVER TO T7 GLOBAL INSIDERS BUYING


Do you know why Directors & son Tan Kay Vin especially bought 1.166 millions T7 Global Shares at 57.5 sen? So daring?
Answer:
Because they knew PETRONAS Already selected 5 OGSE (Carimin, Dayang, Penergy, Deleum & Sapnrg) for FRESH NEW PROJECTS in January 2018

And by the way
Calvin called for a buy on Carimin at 39 sen in January 2018 long before Carimin saw any profit
If fact before my Buy call & after my buy call Carimin results were both negatives

See February 2018 result of Carimin

SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2017
 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Dec 2017
31 Dec 2016
31 Dec 2017
31 Dec 2016
$$'000
$$'000
$$'000
$$'000
1 Revenue
40,253
31,323
64,988
64,169
2 Profit/(loss) before tax
-3,297
-2,309
-3,368
-538
3 Profit/(loss) for the period
-3,639
-2,461
-3,822
-827
4 Profit/(loss) attributable to ordinary equity holders of the parent
-3,606
-2,587
-3,884
-942
5 Basic earnings/(loss) per share (Subunit)
-1.54
-1.11
-1.66
-0.40
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
0.6624
0.6791
 

After Calvin's buy call in Jan 2018 - the above result in Feb 2018 was negative
Now see the table before Calvin's buy call on Carimin below (Nov 2017 results)

SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2017
 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2017
30 Sep 2016
30 Sep 2017
30 Sep 2016
$$'000
$$'000
$$'000
$$'000
1 Revenue
24,734
32,846
24,734
32,846
2 Profit/(loss) before tax
-71
1,773
-71
1,773
3 Profit/(loss) for the period
-183
1,635
-183
1,635
4 Profit/(loss) attributable to ordinary equity holders of the parent
-277
1,646
-277
1,646
5 Basic earnings/(loss) per share (Subunit)
-0.12
0.70
-0.12
0.70
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
0.6778
0.6791
 

See
SUPER INVESTOR TELLS YOU MUST SEE 2 QUARTER GOOD RESULTS THEN ONLY CAN CALL FOR A BUY

NO NO NO!!!

CALVIN TAN RESEARCH ISSUE BUY CALL  LONG BEFORE GOOD RESULT SURFACES

BY THE TIME EVERY TOM,  DICK OR HARRY CAN SEE GOOD RESULTS PRICES ARE NO LONGER CHEAP ANY MORE

THE TRICK TO BUY CHEAP IS TO "SEE" LONG BEFORE OTHERS ARE ABLE TO SEE

BEST REGARDS
Calvin Tan
Singapore

Please buy/sell after doing your own due diligence

further note
as an after thought
if ecrl is on
then I will raise the New Target Price for both AZRB & T7 GLOBAL TO RM1.20
 
SEE WHICH ONE WILL REACH RM1.20 FIRST

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/196945.jsp

AZRBcalvintanengT7GLOBAL
Next article Next Post
Previous article Previous Post
Back to Top