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Hi guys,
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
See
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.

A Putrajaya-Kajang connection would complete the loop.There have been a number of proposals to revive the abandoned link over the years
The Star report said that if the LRT4 plan proceeds, it will be under the oversight of local authority Putrajaya Corporation and the Federal Territories Ministry.
Apart from the MRT2 line and the possible LRT4 line, the East Coast Rail Link will also have a station in Putrajaya, as will the Kuala Lumpur-Singapore High-Speed Rail, the construction of which is postponed until 2020.
NOW WHY SHOULD L&G BENEFIT?
ANSWER:
L&G HAS AN INVESTMENT OFFICE RIGHT IN PUTRAJAYA PRESINCT (13 STOREY TALL)
See (Please Refer to AR of L&G)
t 3, Presint 3, Town and 13-storey stratified Freehold
Age of Building = 3 
Net lettable area 132,687 sq ft *
Rm61,547,000 (Bought for about Rm70 Millions)
District of Putrajaya, office State of Wilayah Persekutuan Putrajaya

And another Piece of Development in Seremban
Parc Housing Land held Freehold –
69.31 Acres  –  Rm21,690,000 (About Rm21.6 Millions)  Development Project for development Balance of development land in Mukim Ampangan and Pekan Sungai Gadut, Daerah Seremban, Negeri Sembilan
A HIGHWAY, RAILLINK OR DEVELOPMENT THAT ENHANCE CONNECTIVITY WILL ALWAYS RAISE LAND VALUE. SO EXPECT L&G ASSETS TO GO UP
There are Few More Reasons to be Sanguine on L&G
L&G specialises in Affordable housing in Good Locations
With the impending reduction of interest rates plus Maybank giving more loans to housing L&G will see better Sales
L&G may or may not declare a dividend this year. It did for the last few years. So there is a possibility that it might declare another dividend soon
See
At 16 sen today Calvin Tan Research has a Target Price for L&G at 32 sen (Which is 100% upside)
OLYMPIA (3018)
OLYMPIA was highlighted to me by i3 Forum members. I missed because I only checked up on Dutaland (Dutaland has a small plot of land in Seremban) But see What Olympia has?
Again please refer to Olympia AR
NATURELLE SDN BHD PT 632 to 633, 636 to 640, 642,
Mixed Leasehold 1,429.00 Acres –
Rm40,474,000 (About Rm40.5 Millions)
9/9/2014 646 to 808, 872 to 888, 891, development for 99 years 893 to 924, 983 to 1,025, land expiring on 1,639 to 1,640 26/6/2091 Mukim of Kenaboi District of Jelebu Negeri Sembilan Darul Khusus
JELEBU HAS AN ECRL RAIL STOP
AND OLYMPIA IS BOUND TO BENEFIT AS THESE 1,429 ACRES OF MIXED DEVELOPMENT LANDS CAN NOW BE USED FOR HOUSING, COMMERCE OR INDUSTRY AS THEY ARE MIXED DEVELOPMENT LANDS
Let us Calculate Its Current Value In PSF
Land Size: 1,429.00 Acres
Book Value: Rm40,474,000
Let us convert 1429 acres to sq ft by X 43,560 = 62,247,240
Let’s divide Rm40,474,000 by 62,247,240 = 65 Sen PSF
WOW! That is Less than One Ringgit PSF
If Land Prices just revalue at Rm2.00 Psf
The RM40.5 Millions Value will be RM124.6 Millions
AT CURRENT PAID UP CAPITAL OF 1 BILLIONS SHARES THAT EQUAL TO 12.5 SEN PER SHARE
THAT IS THE TRADED PRICE CURRENTLY
THAT MEANS THAT THE SECURITY FIRM & ALL OTHER CASH & ASSETS OF OLYMPIA ARE ALL “FREE”
WHAT THEN WILL BE THE INTRINSIC VALUE OF OLYMPIA?
A FAIR ESTIMATE WOULD BE 25.2 SEN (A 30% of 36 Sen NTA)
And Surprisingly The Top Holders of OLYMPIA = SAVVY INVESTOR LIM PEI TIAM (A BANKER WITH OVER 20 YEARS EXPERIENCE & LIM KOK THAY (Genting Boss)
are also Top Holders of DUTALAND
Since Duta Yap after disposing Sabah Plantation Lands have given out 2 Special Dividends of 5 sen each (2018 & now currently 2019 = still in time for dividend if you buy Dutaland now)
Duta Yap being Top Holder of OLYMPIA Might Also Do a Similar Move
SELL OR DEVELOP THOSE LANDS IN JELEBU. EITHER WAY THERE IS A FORTUNE AWAITING
BEST REGARDS

Calvin Tan Research

Please buy or sell after doing your own due diligence
Btw
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
FURTHER NOTE:
AS NEWS OF ECRL ALIGNMENT HAS SHIFTED SOUTH TO PUTRAJAYA RAIL CORRIDOR EXPECT THESE STEPS  TO TAKE PLACE
  1. SAVVY INVESTORS WILL BUY UP STOCKS WITH LANDBANKS HERE
  2.  EXPECT REAL ACTIVITY SOON. HUGE MACHINERIES AND WORKERS WILL MOVE IN FOR ACTUAL CONSTRUCTION.
  3. ECONOMIC ACTIVITIES WILL THEN BE VISIBLE. AND GETTING MORE AND MORE VISIBLE BY THE DAY, MONTHS & YEARS
  4. EARLY INVESTORS WILL THEN COME TO CHECK, SURVEY AND BUY UP LANDS AND ASSETS
  5.  BUILDING OF NEW INDUSTRIES COMMENCE. AS WELL AS HOUSING, SHOPS, OFFICES & OTHERS
  6. SOON THIS PLACE WILL CHANGE FROM A QUIET CONTRYSIDE TO A BOOMING METROPOLIS
  7. BY THEN WHEN EVERYTHING IS VISIBLE AND CLEAR MANY WILL TURN BULLISH
  8. AND PRICES WON’T BE CHEAP ANY MORE
IF YOU HAVE A LONGER TERM VIEW THEN BEST TIME IS TO INVEST NOW.
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
  1. APRIL 29TH T3 TURNS INTO T2 WILL SAP LIQUIDITY FROM PUNTERS
  2.  MAY IS USUALLY A WEAK MONTH
  3.  RAPID RECENT FIRE MIGHT DAMPEN OIL & GAS STOCKS TEMPORARILY
SO AVOID CONTRA PLAYING
BUY WITH LONGER TERM VIEW ONLY OR ELSE KEEP CASH
REGARDS

Calvin Tan

https://eaglevisioninvest.com/these-five-stocks-might-benefit-from-ecrl-south-mui-prop-asiapac-mkh-lg-olympis-calvin-tan-research/

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