Hi guys, please read till the end
This April Tun Dr Mahathir will be going to China for the final discussion, deliberation & decision for the ECRL (East Coastal Rail Line from Kota Baru in Kelantan to Port Klang
For that all must wait with abated breath.
Now as we invest ahead of time & events let's tale a look at ECRL
View map below
As you can see from the Map ECRL will All the way from Port Klang to Kota Baru - and many stops & stations along its entire length
You can see clearly that it passes by Gombak. Then turn northward to Serendah before countinuing to Puncak Alam, Kapar & finally ends in Port Klang. Note: In Serendah TalamT got both Commercial& Industrial Landbanks. TalamT should be the direct beneficiary of ECRL.
But the recent hype of IWCity is overdone as ECRL passes through the outskirt of KL & Bandar Malaysia. So only HSR (High Speed Rail) will benefit IWCity (that will be 2 years later). For now Gamuda has been told to scrap the tunnel & the 2 underground MRT stations in Bandar Malaysia in LRT 3. And Malaysia has already paid & compensated Singapore for its MRT expense in Jurong for S$15 millions (Rm45 millions) So to buy into IWCity is just for a passing punt
The serious focus then should be on AZRB
Why AZRB?
Answer:
AZRB has prime prime Assets all along ECRL
Refer to Assets of AZRB by looking at Year 2017 Annual Report
1) AZRB has many pieces of Assets in Setapak. And Setapak is only 22km from Gombak _ECRL Station) which is about 25 minutes drive away.
2) Then in Bentong AZRB has a freehold land there which shall also appreciate in value
3) Furthermost east is Kuantan Port. And again AZRB has several Commercial buildings here. Among them is a Hotel
4) Then we move north
See Chukai & Kemasik?
This is where Kemaman is. And the Marine Supply Base has been contracted by Petronas to AZRB for another 5 years. The many OSGE & Oil platforms there will ensure good consistent sales of marine diesel oil for AZRB. This is a monopoly with no other competitor
And this busines actitivity will increase by leaps and bounds due to RAPID voracious need for that 54.7 Million barrels of Crude yearly for RAPID Refinery. And very "chun chun". This is the place where Oil Fields produce Crude (Gas in East Malaysia) which Refinery looks for.
And see
GM 2413-GM2451 Lot 60011-Lot 60021 Lot 60023-Lot 60050 Mukim Kemasik Tempat Kampung Semayor Daerah Kemaman Terengganu Darul Iman (See Kemasik. One Rail Station there)
Freehold land held for Development 18,152 sm 2,078,000 (2015)
AZRB has a freehold land here about 195,000 sq ft or about 4.5 Acres
5) And the Rail proceeds northward and passing by Kerteh (The Oil Boom Town with a Refinery) and arrived at Kuala Trengganu
And these are the assets of AZRB in Trengganu (Kuala)
A) PT2100, HSD 722 Mukim Kuala Telemong Daerah Hulu Terengganu Terengganu Darul Iman
Vacant land for quarry operation (About 20 hectares of quarry land. Well located along the ECRL
B) Lot 8316 PT18854 - PT19458 Mukim Bukit Payung Daerah Marang Terengganu Darul Iman
Land held for Development 66.96 acres 7,500,000
This housing land in Marang in Trengganu of 66 acres will also appreciate in value as ECRL passes through
6) FINALLY THE GOLD MINE OF AZRB - TOK BALI SUPPLY BASE!!!
3 Stations away from Kota Baru is TOK BALI. The New JV HUB with PETRONAS for MARINE OIL SUPPLY AND OTHER SUPPORTING INDUSTRIES. A PIECE OF PRIME LAND HERE WILL BE DEVELOPED INTO A PETRO CHEMICAL HUB
TOK BALI IS THE REPLACEMENT FOR EPIC WHICH TRENGGANU GOVT TOOK PRIVATE FROM AZRB
THIS WILL SERVE ALL THE OGSE & OFF SHORE PLATFORMS IN THE NORTH AS FAR AS THAILAND & VIETNAM
(Note: Diesel in Thiland & Vietnam are more expensive than Malaysia. Everyday lorries from Thailand enters Malaysia border towns to fill their tanks with cheap diesel. So business for AZRB will be good to excellent when this place is up and fully operational
ALL THE ENGINES OF OGSE ARE FIRING UP DUE TO FRESH IMPETUS BY PETRONAS FOR THAT CRUCIAL EXTRA 54.7 MILLION BARRELS OF CRUDE OIL
AND WITH ECRL AZRB IS WELL POSITIONED TO GROW FROM STRENGTH TO STRENGTH
BEST REGARDS
Calvin Tan Research
Singapore
See AZRB serving a myriad of Offshore Entities
