By now every one is clear that ECRL (East Coast Rail Link) has been shifted to Negeri Sembilan Route
And Calvin Tan Research has already mentioned Mui Prop (Bandar Springhill0 , AsiaPac (Labu & Semenyih), MKH (Kajang)
will benefit because they have Land Banks here.
Now I have added Two More as Visibility Is Now Clear: 1) L&G (3174) 2) OLYMPIA (3018)
Both L&G and Olympia are Real Estate Stocks (for Olympia also own a security firm)
FIRST: L&G (3174) Or Land & General
FROM THE MASTER PLAN OF THE RAIL CORRIDOR There Are 3 That Have Interchanges = MENTAKAB, BANGI & PUTRAJAYA
Both Mentakab & Bangi have 2 Rail Crossings With KTM But for PUTRAJAYA THere are 3 Rail Crossings 1) ECRL 2) ERL 3) MRT
Now there is the Revival of LRT4 KAJANG – PUTRAJAYA Light Rail Transport – Making It 4 Rail Crossings in Total
Report: Putrajaya-Kajang link may be revived with LRT4 Malaysiakini
Works had begun on a monorail line connecting Putrajaya to Kajang, but construction was abandoned in 2004 due to cost constraints.
In contrast, the LRT3 line from Bandar Utama to Klang will cost RM15.02 billion.
“While it may take about six months to a year before project development begins, I can confirm that the government wants to proceed with the project,” a source was quoted as saying.
Calvin Tan Research
Please buy or sell after doing your own due diligence
Calvin Tan Research opines that AsiaPac Offers the Best Value of the 5 Stocks that will benefit from the NEW GROWTH ZONE OF BANGI, KAJANG & PUTRAJAYA.
At 14.5 sen AsiaPac NTA 97 sen it is selling At Huge Discount (not withstanding it has warrants/iculs) Labu land has a book value of only Rm3 psf. Plus Imago Mall will benefit from new influx of China Tourists in year 2020 VMY (Visit Malaysia Year) as well as Strong Brunei dollar shoppers. Oil & Gas rise also boost purchasing power of Sabahans
AS NEWS OF ECRL ALIGNMENT HAS SHIFTED SOUTH TO PUTRAJAYA RAIL CORRIDOR EXPECT THESE STEPS TO TAKE PLACE
- SAVVY INVESTORS WILL BUY UP STOCKS WITH LANDBANKS HERE
- EXPECT REAL ACTIVITY SOON. HUGE MACHINERIES AND WORKERS WILL MOVE IN FOR ACTUAL CONSTRUCTION.
- ECONOMIC ACTIVITIES WILL THEN BE VISIBLE. AND GETTING MORE AND MORE VISIBLE BY THE DAY, MONTHS & YEARS
- EARLY INVESTORS WILL THEN COME TO CHECK, SURVEY AND BUY UP LANDS AND ASSETS
- BUILDING OF NEW INDUSTRIES COMMENCE. AS WELL AS HOUSING, SHOPS, OFFICES & OTHERS
- SOON THIS PLACE WILL CHANGE FROM A QUIET CONTRYSIDE TO A BOOMING METROPOLIS
- BY THEN WHEN EVERYTHING IS VISIBLE AND CLEAR MANY WILL TURN BULLISH
- AND PRICES WON’T BE CHEAP ANY MORE
DON’T PLAY CONTRA. BUY, PICK UP THE SHARES AND HOLD
A WORD OF CAUTION:
PLEASE TAKE NOTE
MARKET WILL BE WEAK DUE TO THESE REASONS
- APRIL 29TH T3 TURNS INTO T2 WILL SAP LIQUIDITY FROM PUNTERS
- MAY IS USUALLY A WEAK MONTH
- RAPID RECENT FIRE MIGHT DAMPEN OIL & GAS STOCKS TEMPORARILY
BUY WITH LONGER TERM VIEW ONLY OR ELSE KEEP CASH