BERJAYA CORPORATION - THE BERKSHIRE HATHAWAY OF MALAYSIA Author: calvintaneng | Publish date: Fri, 12 Feb 2016, 10:07 AM
BERKSHIRE HATHAWAY HAS RECENTLY CROSSED US$200,000 (RM630,000) FOR THE FIRST TIME IN HISTORY!
It Has To Be – Sooner Or Later! Investing In Profitable Companies Is The Only Way To Go! All Forms of Monetary Investments End Here – The Ultimate of The Ultimate – PROFITABLE COMPANIES! – LISTED OR UNLISTED!
1) INVESTING IN STOCK OR SHARES OF COMPANIES.
When We Invest In The Stock Market We Are Investing In Actual Companies Producing Real Goods & Services For The Betterment of Society. These Companies Are Set Up To Create Wealth For Its Owners and Shareholders. This “Free Enterprise” Spirit Moves All Things In The World! And We Live, Move and Have Our Existence In It.
2) INVESTING IN UNIT TRUSTS.
Or we can invest in Unit Trusts or Investment Funds.
These Funds Run By Professional Experts In Turn Invest In Shares of Good Companies. For Their Expert Services We Have To Pay Them A Fee.
3) INVESTING IN INSURANCE
Again Insurance Companies Like Great Eastern Life Invest Our Monies In The Stock Market. So to get Adequate Gains To Pay For Your Insurance & Extra on Maturity. And Insurance As An Investment Is Worst Than Unit Trust. For The Higher Fees they charge. So if you take Insurance as a Form of Protection is OK. Buying Insurance as a Form of Investment is definite a No No!
Now You Want To Avoid Risky Stock Market. Where then could you park your money?
4) INVESTING IN BOND
What is a Bond? A bond is like a loan. In this case lending money to Companies with fixed rate. Again we Are DEALING With LISTED & UNLISTED Companies. Of Course Bond Holders Get Paid First Before The Shareholders. You only take less risk for less profit. But Bond performance still rest on the Performance of Companies.
5) KEEPING MONEY IN EPF (Malaysia) / CPF (Singapore)
This is a Safer Form of Investment? But do you know that In Order To Give You Better Rates Than Bank Both EPF & CPF In Turn Invest Your Monies in The Stock Market?
In Malaysia EPF Invest In Hundreds of KLSE Listed Companies. Even Singapore GIC (Manages CPF) Invest In Companies Like Pantai & Parkson.So Your Monies Still End Up in KLSE.
6) KEEPING CASH IN BANK FIX DEPOSIT ACCOUNT.
The Phrase “Safe As The Bank” Is Only Partially Correct. But Not Completely. You see The Monies You Put in The Bank For Fixed Interest Is In Turn Loan Out To Generate A Better Yield. So the Bank Lend Money To Companies For A Profit.
And Banks lend money to Real Estate Developers like KSL, Daiman, IJM land and Others. Also To Food Manufacturers Like London Biscuits, Guan Chong, Hup Seng, Apollo & Others. Also To Listed Motor Vehicle Companies, Toll Road Operators, Conglomerates Like BJ Corp, IJM, SIME DARBY and Many, Many Others.
So Your Monies Still End Up With Listed Companies.
What If The Banks Decide to Diversify & Lend To Consumer Direct?
NOTE: IN BANK CAC THERE ARE TWO DIVISIONS – CONSUMER LOAN SECTION & CORPORATE LOAN SECTION.
Now Let’s See. You Borrow Money To Buy A House. You Most Probably Buy From SP Setia, Hua Yang, YNH Property, IJM Land, Keck Seng, KSL, Country View, Daiman or Other Listed Companies. So You Are Still Dealing With Companies. In this Case You Are Buying Their Goods.
What If You Buy Cars? Yes, if Borrow Monies To Buy Perodua Cars you are dealing with MBM Resources, if Toyota you deal with UMW, Mazda BJ Auto, BMW Sime Darby, If you buy Honda Oriental & Nissan – Tan Chong. So you can’t escape from Dealing with Listed Companies. Even the Banks you borrow money or put your savings are all Listed – Public Bank, Affin Bank, CIMB Bank, Alliance Bank & Maybank!
So Like It Or Not You Have To Deal With Companies!
Since Companies Are All Pervasive in Their Presence In Every Level of Our Lives We Must Invest In The Ultimate – WE MUST FIND THOSE COMPANIES THAT WILL GENERATE THE MOST WEALTH FOR SHARE HOLDERS.
AND BJ CORP HAS THE MOST PROFITABLE COMPANIES UNDER ITS VAST EMPIRE IN MALAYSIA LIKE BERKSHIRE HATHAWAY IN THE USA.
These Are The Companies of Berjaya Corp
1) BERJAYA FOOD (Price Was 80 Cents. Now RM3.09 Up 286%)
2) BERJAYA AUTO (Was RM1.50 in Oct.2013. Now RM2.83. Up 88% in 11 months)
3) BERJAYA ASSET (Was 30 Cents. Now 97.5 cents. Up 225%) Johor Sultan also invested!
4) MAGNI TECH (Up 400%) Very Profitable Growth Stock.
5) ATLAN (Up 135%) Another Good Performing Stock.
The Companies in The Constellation of BJ Corp are Very Vast In Its Spread.
Mazda Cars. Top Seller is Mazda CX 5. Outsell Honda CRV. Mazda CX 5 has a 4 month waiting time. You can get Honda CRV on the spot. Mazda CX 5 is a much better SUV than Honda CRV
Star Buck Coffee. A Branded Name Like Coca Cola own by Berkshire Hathaway.
Papa John Pizza.
COSWAY ( More than 1,500 Outlets)
THE STORE Super Market (Warren Buffet has Walmart)
BERJAYA SOMPO INSURANCE ( Berkshire Hathaway has Gecko Insurance.)
7 Eleven (Listed Separately.)
McDonald (Not Listed.)
U Mobile (Not Listed)
TMC Life (Sold to Peter Lim The Remisier Tycoon from Singapore.)
KENNY ROGERS (Another Fast Food like KFC)
BERJAYA HILLS (Colmar Tropical French Resort.)
BERJAYA TIMES SQUARE (IN KL CBD)
BERJAYA TIOMAN RESORT
BERJAYA AIR (Small Airline.)
BERJAYA LAND (Own Many, Many Undervalue Assets.)
BERJAYA PULAU REDANG RESORT
BERJAYA JEJU RESORT (KOREA)
BERJAYA OKINAWA (Japan)
The List Goes On & On… BJ Corp – The Berkshire Hathaway of Malaysia.
BERJAYA CORP ALSO OWN MANY, MANY ASSETS WHICH WERE BOUGHT LONG AGO. ALL NEVER BEEN REVALUED OR UPDATED LIKE MUI BERHAD.
Let’s Take 2 As Examples
1) BUKIT TINGGI FRENCH THEMED 235 ROOM HOTEL & GOLD RESORT
The Lands Have An Amazing Value of RM1.45 psf Only. What About The Hotels, The Gardens & All Other High Quality Well Built Expensive Structures – ALL FREE!
Peter Lynch From USA Once Visited The Volvo Factory in Europe. The Top Boss at Volvo was amused when Peter asked to see their Company Accounts. But they kindly consented to his request. Peter was greatly surprised that Volvo is Very CASH RICH and shares of Volvo were selling for Volvo’s Cash Only. All The Factories, Machinery , Inventories and Volvo Cars WERE ALL TOTALLY FREE!
Upon returning to America Peter Lynch bought and loaded up all the Volvo shares his Magellan Fund Could Afford. Magellan Fund grew 39% Yearly – Beating even Warren Buffet’s Berkshire Hathaway at 25% a year.
2) DEVELOPMENT LANDS (FREEHOLD) IN BATU PAHAT
Book Value In Year 1997 – A Mere RM2.14 psf. Amazing! Batu Pahat is one of Five Bullet Train Stop From KL to Singapore. Development Land near Petronas Twin Tower in KL has crossed RM3,000 psf. At RM2.14 psf There Is Great Mispricing Here Indeed!
ALL THE LISTED COMPANIES OF BJ CORP HAVE APPRECIATED BY 88% TO 320%. WHILE BJ CORP SHARE PRICE HAS CRASHED FROM RM1.80 TO 41 CENTS – A CRASH OF 78%!!!)
EVEN WARREN BUFFET OF BERKSHIRE HATHAWAY HAS AN INTEREST IN BJ CORP.
In The 2013 Annual Report of BJ Corp – At No. 7 Top Substantial Shareholder is Goldman Sachs with 121 Million Shares!
And Goldman Sachs In Turn Is In The Top 11 Holdings of BERKSHIRE HATHAWAY of Warren Buffet – The Current World Number One Champion Investor!
Everyday Warren Buffet would read up to 1,000 pages of Financial News & Reports. Surely he has taken notice of BERJAYA CORP – THE BERKSHIRE HATHAWAY OF MALAYSIA.
CALVIN TAN RESEARCH
CALVIN TAN IMPORTANT RULES FOR SHARE INVESTMENTS
1) RULE NO. ONE
NEVER TO LOSE MONEY
2) RULE NO. TWO
NEVER CHASE A GOOD SHARE AFTER IT HAS SUDDENLY SHOT UP A LOT. AND NEVER SELL A GOOD SHARE AFTER IT HAS SUDDENLY DROPPED A LOT.
3) RULE NO. THREE
HE THAT IS LOW NEEDS FEAR NO FALL.
BJ CORP MEETS THIS THIRD RULE PERFECTLY AS ITS PRICE IS NOW TRADING AT 3 YEAR LOW. AND COMPANY SHARE BUY BACK WAS TRIGGERED AT 48 CENTS RECENTLY.
Please do your own due diligence. Buy/sell at your own discretion/
LATEST UPDATE ON MARCH 30 2021
PLEASE BE CAREFUL OF PUNTING SHORT TERM
FOR NOW CALVIN THINKS
PALM OIL STOCKS ARE BOMBED OUT
SO CAN CONSIDER BUYING PALM OIL COUNTERS WHILE STILL AT DIRT CHEAP PRICES