New Country, New Capital Market
What is AirAsia, Supermax, Protasco have in common? What is next? | 亚航，速柏玛， 富达公司无端端和国阵扯上关系。是自愿还是“逼良为娼”找借口，见仁见智。股票何去何从？ 一一解剖。
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Publish date: Mon, 14 May 2018, 09:25 AM
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New country, new economy, clean up the old cronyism and kleptocracy.
12 May 2018 - There are many companies which supported their "bosses" respectively in the Malaysia 14th General Election, many of whom with government-related contracts. Perhaps due to the (former) Barisan National government dubious dealings and poor reputation, many companies choose not to openly showing support to former Prime Minister Najib Razak's Barisan National, except the few hardcore supporters. Count Airasia, Supermax and of cause Protasco being the top 3 most "outstanding" companies with clear support to Najib Razak's General Election campaign.
The 3 companies, lead by respected CEOs, with clear objective and agenda showing off and telling Malaysian citizen they are the hardcore supporter and beneficiary of (former) Prime Minister Dato' Sri Haji Mohammad Najib bin Tun Haji Abdul Razak's Barisan National (BN) government policies.
The first 2 "sudden" support before General Election, count Airasia's Tony Fernandes Youtube which praised his loyalty speech towards BN and Najib being most out standing, and Supermax press conference appology to then PM Najib Razak claiming his innocence in last General Election stands behind opporsition being "misleading", which media perceived the 2 as "traitors"; however, on the contrary, the later Protasco's Chong Ket Pen's political position is very clear right from the begining, and the effort to get closer to (former) Prime Minister Najib Razak can trace back to the year 2014 when Protasco volunteer itself to help Najib construct his PPA1M low-cost housing project in order to gain personal "advantages and favors" in road maintenance contracts. Protasco pre-election press releases involving Tan Sri Dato' Sri Dr. Ali bin Hamsa (incumbent Chief Secretary to the Najib Government of Malaysia) and PDRM (Polis Diraja Malaysia, through 51%/49% "interest lobbying" with Kop Mantap aka. Polis Retiree Cooperation) in the support of Najib Razak's government becomes so apparent, the press campaign using the same PPA1M story was published 3 times within a week before 9th May election, giving credit to Najib's Barisan National.
The later's act is "traitor" or not is subjective and is not comparable to the earlier 2, but favoritism and cronyism is current government's main enemy become sticky for the pro-Barisan National companies to self-justify. Would the "frog culture" let the former government allies escape their faith?
What about Pakatan's elected Prime Minister Tun Dr. Mahathir's promise to "behead and total clean up the old system"? The coming few months would be a test for the current government to prove to the people of Malaysia their integrity and words in handling the corruption problem which brought down Barisan National especially UMNO, and such policy will be implemented towards "reviewing, punish and claim back" all contracts tied to old-habit former Government-linked project companies. Perhaps within those companies, the voice of "REFORMASI" already enlighten from the Pakatan Harapan's reformation success.
original references:
http://www.theedgemarkets.com/article/protasco-projects-least-10-growth-fy18-profit
2018年5月12日 － 马来西亚第14届大选少不了有政治背景的企业为各自”老板“站台。为大选宣传的企业通常以政府关联公司居多。可惜这一次的国政老板因为政绩和个人作风太过具争议性，得不到民心，所以大部分非官方企业都不敢为它抛头露面。
也就是大选运动这几周，突然有少数几个自告奋勇的企业为老板“国政和首相纳吉”赴汤蹈火献殷勤，恨不得让全世界都知道它们和国政以及首相纳吉是一伙的。从四月起，这几个企业见报频频，纷纷给力国政和纳吉，给它建功歌颂拥抱，拉票动作有多夸张就有多夸张，仰慕站台姿态夸张入骨，给纳吉脸上“贴金”不说，还在大众媒体载歌载舞，其中以速柏玛（Supermax），亚航（AirAsia)，和富达（Protasco)最为出位。
媒体报道*前2者［速柏玛（Supermax），亚航（AirAsia)］“最后一刻出来挺纳吉国政政府同等出卖自己灵魂“没有主张，有背叛意图；后者［富达（Protasco)］一早就却态度鲜明，早在2014年就千方百计“投靠”纳吉，并得利于国政纳吉政府廉价房屋计划和道路维修工程项目和拨款，和纳吉站台和挺纳吉是理所当然。算不算背叛，见仁见智。
*原稿 https://aliran.com/thinking-allowed-online/amazing-malaysians-rallied-together-for-historic-tipping-point/
速柏玛（Supermax）郑金森上演“浪子回头篇“
2018年4月14日，速柏玛（Supermax）的老板郑金森 (敲锣打鼓在记者招待会上澄清当年被反对党蒙骗和利用，其实自己是亲国政（前）首相纳吉的。报馆第二天大标题称“上届大选误信在野党，大亨郑金森向纳吉道歉”。市场一片哗然。（参考： https://m.malaysiakini.com/news/419843）
如今当年的反对党已经变成现在的执政党，“背叛”的后果直接影响公司和股票市场投资者信心。5月14日股市开市，速柏玛股票动向如何可想而知。难道老板郑金森再召开另外一场记者会向现任首相马哈迪认错道歉，澄清自己其实是被国政纳吉误导，心里其实是效忠希盟老板现任首相马哈迪的？青蛙王子的”忠实程度“还能相信吗？
牛不喝水，按不了牛头低。背叛就是背叛，任何借口都于事无补。然而以商业角度分析，投资者希望时间可以冲淡这段荒谬的历史，给速柏玛一个重生的机会吧。效忠什么政党都是假的，速柏玛最重要是效忠“股东”，其他都不重要。至于当朝政府要不要再相信和重用速柏玛，一朝被蛇咬，有原则的希盟应该心里有数。
亚航（AirAsia) 多尼菲南德斯“滔滔不绝歌颂篇”
2018年5月6日，大选3天前，亚航（AirAsia) 多尼菲南德斯 (Tony Fernandes) 在Youtube上载了自己“全力支持”国政政府和（前）首相纳吉视频 , 引起市场一片哗然。视频还注明标题 “Sebuah video khas menampilkan Ketua Pegawai Eksekutif Kumpulan Air Asia, Tony Fernandes menggesa orang ramai untuk membuat “pilihan bijak” pada Rabu ini, sambil menceritakan secara ringkas pengalamannya mengemudi syarikat penerbangan dengan sokongan pentadbiran Datuk Seri Najib Razak.“， 意识是”亚航（AirAsia) 首席执行员多尼菲南德斯鼓励大众在周三大选时“精明选择”政府，并夸耀自己的公司如何在（前）首席纳吉的政府得到支持等经验。（相关新闻报道： https://www.businessinsider.my/tony-fernandes-airasia-najib-ge14-youtube/ ）
original source: https://youtu.be/S_zQCA74OQs
果然不出所料，国政败选后，精明的多尼菲南德斯马上连上当朝希联政府澄清自己是在Airasia-X董事主席拉菲达参政动作频频以及亚行增加航班让选民回乡投票导致自己政治压力下不得不向国政政府叩头，以自己观点上载视频缓冲国政政府施压。
original source: https://youtu.be/7KyGgOUSfts
2018年5月13日，拉菲达也马上站出来给多尼菲南德斯解围，澄清自己助选动作的确给亚航不少压力。多尼菲南德斯突如其来“挺国政和纳吉”的确不太妥当，虽然支持哪个政府是个人选择不应该被怪罪，马来西亚的人民应该可以理解个人意见不是背叛的意图。多尼菲南德斯这头“固执的老牛”能够挺到大选前几天才低头亲政，万一纳吉政府赢了，保护自己和亚航是多尼菲南德斯的使命，人在江湖，身不由己，情有可原。给多尼菲南德斯一个机会，让他好好为廉价航空事业努力吧。
5月14日马来西亚股市开市，投资者会如何投亚航一票，多尼菲南德斯会不会暗中挺自己的股票，且看市场造化。
富达（Protasco) 张吉平“自投罗网篇”
2018年4月22日，富达（Protasco)执行副主席张吉平（Chong Ket Pen) 再度在媒体”感谢国政政府慷慨给予富达基建和廉价房屋合约和开销“ [Chong projects a minimum of 10% growth in Protasco’s net profit for FY18, driven by higher government spending on infrastructure maintenance as well as affordable housing for civil servants under the Perumahan Penjawat Awam 1Malaysia (PPA1M) scheme ]，并炫耀自己和富达公司“因为是大选年，所以得到异常多的道路维修工程” ［Chong: "Protasco also appears to have benefited from more road maintenance works this year because it is an election year."］，以及“预计公司会得到更多政府 PPA1M（Perumahan Penjawat Awam 1Malaysia) 工程，大概达到10%政府开销增长“。自己歌颂和支持国政政府政治宣传味道鲜明，给国政纳吉的 PPA1M 政治武器戴高帽抬高自己”亲纳吉“地位。其中富达的张吉平显得自己如何”亲近“纳吉，可以追源到2014年富达千方百计”自己要求和争取” 低利润的 PPA1M 项目开始，以达到亲近（前）首相纳吉的目的，从富达”每况愈下“的财务报告收支不平衡差点赔了夫人可见一斑。(原稿： http://www.theedgemarkets.com/article/protasco-projects-least-10-growth-fy18-profit ）
2018年5月4日，碰巧大选前5天，富达媒体攻势再度大炒冷饭，拉拢富达和首相纳吉的政治秘书阿里韩莎（Ali Hamsa) ［阿里韩莎是纳吉心腹］炫耀国政政府纳吉的政治宣传项目 PPA1M，并借故拉拢亲纳吉的富达和“马来西亚皇家警察的关系”，有收买和映射“警察也支持纳吉”的意图。（原稿 http://www.theedgemarkets.com/article/protasco-commence-building-rm356m-civil-servants-hq-putrajaya-3q ）张吉平通过富达“千方百计‘靠拢纳吉和想尽办法拉拢“警察关系”，可从富达投怀送抱和警察退休工会硬生生签了49% PPA1M 项目可见一斑。
2018年5月6日，大选前3天，富达张吉平再度为国政政府纳吉做最后努力，在媒体再度大炒PPA1M冷饭，归功于纳吉政府的‘精明惠民政策”，并再度声明和“警察部队”有“51%对49%共同利益关系” ［The PPA1M Kenanga project is a joint venture between Protasco’s wholly owned subsidiary Protasco Development Sdn Bhd (51%) and Koperasi Polis Diraja Malaysia Bhd’s wholly owned subsidiary Kop Mantap Bhd (49%)］，好比“警察”和支持“纳吉国政”，给纳吉硬硬拉票。（原稿 https://themalaysianreserve.com/2018/05/07/construction-of-ppa1m-kenanga-project-to-start-in-4q/ ）
2018年5月12日，星报报道政府建筑领域工程公司首当其冲，5大国政政府受益的公共工程公司，富达是其中“大部分业务”依赖前朝纳吉政府的上市公司。［原稿 https://www.thestar.com.my/business/business-news/2018/05/12/construction-players-face-uncertain-prospects/ ］
富达利用“前朝政府”的“利益裙带关系”得力于政府工程，是“心甘情愿，千方百计”靠拢国政纳吉，和前2者不同。现在的希盟政府以“除旧消贪”整顿市场为大选口号，会不会让政府相关公司如首相马哈迪说的“人头落地，重新洗牌，追算旧账”，且看马哈迪如何清理道路建设这块“影响全民利益”的前朝遗物。可能雪球效应会让这些公司的内部底层声音挑起反风，里应外合把叩头于前朝政府的高层一并铲除，来个且低清洗，证明给人民看马哈迪是”大公无私”，像对前朝国政和巫统连更拔起，决心完全革除旧有势力。投资者如何看待富达命运，5月14日后股市自有定夺，好戏应该还在后头。
100日后，马哈迪忙完了“大老虎”逮捕行动，当年得利于“政府工程”的"小狐狸“公司，暗流波涛汹涌，青蛙文化能不能“掩盖前朝的裙带利益集团”非法所得，道歉了之，不必追算？看看马哈迪如何给人民一个合理交代吧。
［远洋股汇讲读－新加坡］
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TupaiKolam
Worst than we though!!!! Just read.
This one is end of protasco:
http://klse.i3investor.com/m/blog/2018newgov/156634.jsp
Chong ket pen is “self rushing” to see Najib and traitor to his bosses. Different from Airasia or Supermax.
Without najib support, corrupted contract all gone. MACC and polis sure catch chong ket pen and najib cronies.
Betray Mahathir and lick najib backside. Now goes back to Pakatan? Traitor better chop as example.
2018-05-14 17:51