Hi guys,
Things are getting more and more for TALAM's Hidden Assets
And These Are The Salent Factors
1) PROTON CITY BOOM IN TANJONG MALIM
Being holders of Prime Residential, Commercial & Industrial
Landbanks in Bkt Beruntung & Bkt Sentosa in SERENDAH - TALAM ASSETS
WILL APPRECIATE IN VALUE DUE TO THE EXPANSION OF BUSINESS ACTIVITIES UP
NORTH
And these are some latest good news
Malaysia's Proton to set up car factory in Karachi
KARACHI: Renowned Malaysian car manufacturing company Proton has
announced to establish a factory in Pakistan, Malaysian High
Commissioner Ikram Mohammad Ibrahim said on Thursday.
This would be the company's first assembly plant set up in any South Asian country.
Ibrahim added that the announcement will be made formally by Malaysian
Prime Minister Mahathir Mohammad during his visit to Pakistan.
The agreement between Pakistan and Malaysia will be signed on Saturday, he said.
The High Commissioner further went on to say that the car plant will be
established in Karachi, also known as the economic hub of Pakistan.
The Malaysian-based corporation, Proton was established in 1983 and has so far sold 3 million cars.
Proton cars are sold in more than 25 countries including Britain, Singapore and Australia.
Notice the words first assembly plant?
THAT MEANS THAT PROTON CITY WILL SEE EVEN MORE PRODUCTION OF CAR BODY
PARTS & ENGINES IN TANJUNG MALIM. THEN SHIP TO PAKISTAN FOR
ASSEMBLING
VERY GOOD FOR INCREASING USE OF BOTH SPACE AND MANPOWER
Another sign that PROTON Is Still Growing is from Its Parts Vendor report that Proton is ordering New Fresh Supplies for Its
Tanjung Malim Plant
See MCE Latest News
MCE Holdings Berhad (“MCE”) is pleased to announce that its wholly
owned subsidiary, MultiCode Electronics Industries (M) Berhad, had
secured the following new contracts : I) to supply various electronics
and mechatronic components and parts for PROTON new car models.
(hereinafter referred as the “Proton Project”). Summary of the Proton
Project The supply of these parts is expected to commence in the 1 st
quarter of the financial year ending 31 July 2020 over a duration of
between 6 years to 9 years in respect of the relevant parts supplied.
The Proton Project is expected to generate total revenue of
approximately RM35 million for MCE Group over the 9 year period whilst
the estimated total investment cost is RM3.8 million.
From here we can SEE that Proton City in Tanjung Malim expects to be in Business for 6 to 9 years more
These are good news as Housing & Industrial Boom will spread to TALAM's LANDBanks eventually
Who knows
One day Drb might go into JV with TALAM to develop its landbanks into
even newer car factories. SERENDAH Already gor 3 players - UMW in
Aerospace, Tan Chong Assembly Plants & Perodua factory
DRB Through its POS Office already in Top 30 Shareholders
ANOTHER POWERFUL BOOSTER WILL COME FROM ECRL NEXT MONTH WHEN MALAYSIA & CHINA FINALLY COME TO TERMS
THIS ECRL WILL PASS THROUGH 2 MAJOR LAND ASSETS OF TALAM
1) SERENDAH
Talam has Converted Plots of Residential/Commercial/Inustrial Lands in SERENDAH
And thsee are still booked at only Rm5.40 psf (Have not been revalued yet)
Now Daiman Bosses told me in today's cost
To convert from agriculture to residential or commercial or industrial you need to pay a conversion fee.
But there is also landscaping or infrar cost like levelling hills,
clearing stones, installing drainage pipes & culverts and then
paving the roads (ALL THESE ADDED COST WILL BE AT LEAST RM25 PER SQ FT)
SO TALAM BOOK VALUE OF RM5.40 IS EVEN FAR BELOW LANDSCAPING COST TODAY
THESE LANDS SHOULD BE AT LEAST RM50 TO RM80 PSF NOW
AND IF ECRL PASSES THROUGH SERENDAH PRICES WILL GO UP EVEN HIGHER
ONE PROPERTY QUEEN EXPERT IS DR. RENESIAL LEONG (Calvin has bought lots of books by Dr Leong:
COMMERCIAL PROPERTY JEWELS
PROPERTY JEWELS
YOUR TENANT: YOUR JEWELS
PROPERTY JEWELS UNDER THE HAMMER (Auction Properties)
See
ACCORDING TO DR LEONG SHE SAID THAT PROPERTY AND LANDS WHICH HAVE A NEW
CONNECTING BRIDGE, OR A NEW HIGHWAY WHICH WILL BRING ENHANCED ACCESS
WILL INCREASE ASSET VALUE BY UP TO 20% TO 30% WHEN COMPLETED
AND SERENDAH & GOMBAK FIT INTO THIS PERFECTLY
SERENDAH WILL BE VERY CENTRIC BY VIRTUE OF IT BEING THE NEW CENTER OF CONNECTIVITY
(IT WILL TAKE AWAY TRAFFIC FROM THE KL - KARAK HIGHWAY)
AND GOMBAK WILL EVEN BOOM BETTER AS IT WILL BE A RAIL/BUS/MRT/LRT HUB OF CONVENIENCE
TALAM HAS 100 ACRES OF LAND BANKS HERE IN GOMBAK
ALREADY VALUED FROM RM60 TO RM80 PSF - ITS LAND VALUE CAN ONLY INCREASE MORE WHEN ECRL IS READY
SO TALAM WITH 2 GOLD MINES & 3 MALLS PLUS OTHER LANDS, PROPERTY DEV IS NOW A REAL HIDDEN GEM COMING INTO FOCUS
AT 4 SEN NOW
Calvin has a modest target price of 8 sen (Or 100% upside from here in one year)
Longer term we can expect 200% to 1,000% gain depending how management
is willing to unlock value ia an honest, transparent & efficient way
Best Regards
Calvin Tan Research
Singapore
Please buy or sell after doing your own due diligence
