Tun M生日庆典上的谁和谁
http://lajuiceria.com.my/wp/90th-birthday-celebration-of-yabhg-tun-dr-mahathir-mohamad/

来自TSVT的特别讯息...
https://www.youtube.com/watch?v=QSXajDwFSeo

即使是狐狸也会改变他的颜色...... TSVT会在选举后更好地让BJland股东受益？

VINCENT TAN has finally admitted he was wrong to change Cardiff’s colours from blue to red. The Bluebirds owner rebranded the Welsh club in 2012 before making a U-turn back to their traditional blue in January 2015 in the wake of a fan protest.
https://www.thesun.co.uk/sport/football/6231138/cardiff-city-owner-vincent-tan-red-shirt/

如果通过电子邮件，我相信您可以重新发送更新的查询，包括以下链接（1）和（2），因为您之前的信息不清楚，因为丽迪雅无法检查新闻来源，除非您通过信函发送查询？

(1) Ritz-Carlton Residences KL
https://www.edgeprop.my/content/1308932/berjaya-land-targets-rm1b-sale...
http://www.focusmalaysia.my/Property/berjaya-land-s-tall-order

(2) Vietnam Property Project Disposal
http://www.4-traders.com/BERJAYA-CORPORATION-BHD-6496990/news/Berjaya-...
https://www.sportbreakingnews.com/2018/04/hcmc-projects-get-new-invest...

我认为您提供的网站不再提供Berjaya越南房地产项目的处置信息。请提供以下（1）和（2）的最新链接供Lydia验证。谢谢
http://english.vietnamnet.vn/fms/business/199098/business-in-brief-19-4.html

(1) Ritz-Carlton Residences KL
https://www.edgeprop.my/content/1308932/berjaya-land-targets-rm1b-sales-annually
http://www.focusmalaysia.my/Property/berjaya-land-s-tall-order

(2) Vietnam Property Project Disposal
http://www.4-traders.com/BERJAYA-CORPORATION-BHD-6496990/news/Berjaya-Bhd-Vingroup-acquires-two-mammoth-projects-from-Berjaya-26337046/
https://www.sportbreakingnews.com/2018/04/hcmc-projects-get-new-investors/

我认为您提供的网站不再提供Berjaya越南房地产项目的处置信息。请提供以下（1）和（2）的最新链接供Lydia验证。谢谢
http://english.vietnamnet.vn/fms/business/199098/business-in-brief-19-4.html

(1) Ritz-Carlton Residences KL
https://www.edgeprop.my/content/1308932/berjaya-land-targets-rm1b-sales-annually
http://www.focusmalaysia.my/Property/berjaya-land-s-tall-order

(2) Vietnam Property Project Disposal
http://www.4-traders.com/BERJAYA-CORPORATION-BHD-6496990/news/Berjaya-Bhd-Vingroup-acquires-two-mammoth-projects-from-Berjaya-26337046/
https://www.sportbreakingnews.com/2018/04/hcmc-projects-get-new-investors/

作为越南项目出售给Vingroup的所有者，BJland将在大选之后发布一些声明？

https://www.vietnambreakingnews.com/2008/02/malaysian-company-licenced-to-build-vietnam-financial-centre/
http://www.vir.com.vn/french-heavy-weight-steps-in-to-save-notorious-930m-financial-centre-45069.html

最近Kenanga Research和Public Invest等投资银行家已经开始对BJland进行报道，迄今为止，Public Invest的分析是正确的。 Kenanga Research最近的分析结果是否也会被证明是正确的？

Kenanga Research & Investment
https://klse.i3investor.com/blogs/kenangaresearch/155497.jsp
PublicInvest Research
https://klse.i3investor.com/blogs/PublicInvest/152638.jsp

由于Ancom的季度业绩实际上增长了359.13％，净利润为636.8万令吉，而上一季度的净利润仅为124.2万令吉，购买Ancom而非Nylex的同时价格仍然低廉。
https://klse.i3investor.com/financial/QoQ/quarter/4758/28-Feb-2018_3000413459.jsp
https://klse.i3investor.com/servlets/staticfile/327870.jsp

领先的多功能综合企业Vingroup最近收购了马来西亚Berjaya集团的两个项目。

越南领先的房地产管理公司和Vingroup的物业管理部门Vinhomes已完成从马来西亚Berjaya公司购买Berjaya Vietnam International Township One Member LLC 97.7％的股权。

这笔11.75万亿越南盾（515.6百万美元）的交易旨在收购拖延很久的越南国际大学城（VIUT）项目。
http://www.4-traders.com/BERJAYA-CORPORATION-BHD-6496990/news/Berjaya-Bhd-Vingroup-acquires-two-mammoth-projects-from-Berjaya-26337046/
https://www.sportbreakingnews.com/2018/04/hcmc-projects-get-new-investors/

2018年预算：农业部门拨款65亿令吉，拨款23亿令吉将用于购买化肥和生产投入，橡胶小农和农民将有利于Ancom的盈利能力，生产肥料和大选前用于农业的农药！
https://www.nst.com.my/news/nation/2017/10/295945/2018-budget-biggest-allocation-agricultural-sector-date
https://www.gmdu.net/corp-817706.html

Berjaya Land年销售额达10亿令吉。截至2017年12月31日，开发商的未开票销售额为13亿令吉。

丽思卡尔顿酒店总值达12亿1千万令吉，于二零一六年年底推出。目前共有288套住宅套房，仍有100套单位可供销售，价值约6亿5,000万令吉。
https://www.edgeprop.my/content/1308932/berjaya-land-targets-rm1b-sales-annually

旧闻，但仍然相关BJCorp仍然通过其子公司BJland在冲绳日本拥有100英亩的优质土地。这是适合度假村...市场价值RM828.1M至RM993.72M
"BLand’s annual report states that it owns 287 parcels of land in Onna Son, Okinawa, with a net carrying value of RM82.81 million, that have been acquired since July 2009. Though Tan declines to state the current value of the land, based on the offers he has received, it can be estimated at RM828.1 million to RM993.72 million. With close to 20 hotels under its belt, BLand is looking to unlock value in its hotel business, Tan acknowledges."

TSVT在日本引起轰动......他会再次在越南和海南大展拳脚吗？
http://www.theedgemarkets.com/article/vincent-tan-strikes-it-big-japan

这就是为什么我们必须遵循TSVT目前正在做的事......跟随领导者
https://klse.i3investor.com/servlets/stk/annchsh/3395.jsp

对于像TSVT那样拥有足够现金储备的人来说......现在是累积“Ini Kali Lah！”的时候了！

TSVT是来自Batu Pahat的海南族或Tan族吗？凭借他的背景，竞购海南体育博彩和彩票而非赌场会容易得多。

实际上，我们所有人都在为实际投机而获得的财务收益进行投资....进一步TSVT仅拥有BJCorp的1,113,850,808或22.85％的直接股份，而外国投资者已经拥有了近一半的TSVT拥有501,800,491股或9.93％的股权，这是一个征兆对BJCorp未来的信心

大型外国投资者购买的股票多于销售，意味着他们对BJCorp的未来充满信心。购入6,057,625股，同期仅售出2,902,081股

由于 BJ集团 的资本评级为AAA，在海外投资海南体育博彩和赌场筹集资金没有问题。

MARC证实其在BERJAYA LAND BHD的6.5亿令吉MTN计划中的AAA（FG）和AAA（BG）评级。 BERJAYA LAND是BJCORP的80％拥有的子公司
https://www.marc.com.my/index.php/marc-rating-announcements/853-marc-affirms-its-aaa-fg-and-aaa-bg-ratings-on-berjaya-land-bhd-s-rm650-million-mtn-programme-20180122

周三，由于马来西亚经济的积极支撑，令吉兑美元开盘走高。周二在3.8875 / 8920报3.8785 / 8925令吉。令吉受到全球油价上涨的推动，加上消息称该国的国内生产总值（GDP）将在2018年进一步改善。
https://www.thestar.com.my/business/business-news/2018/04/18/ringgit-opens-higher-against-us-dollar/

为什么TSVT积极购买BJ集团的股份？随着零售额的增加和经济前景的改善，Berjaya Corp认为2018财年的零售额将增长3-5％。由于马币升值和消费需求增加，增长率将增加3％至5％以增加盈利能力。
https://www.thestar.com.my/business/business-news/2018/01/10/berjaya-corp-eyes-3-5pct-growth-in-retail-segment/

由于权证将在7月份的3个月内到期，因此IB不会采取如此快速措施来降低价格......由于道琼斯期货现在已上涨68点至24,631.00点，TSVT将烧毁所有空头卖家。

BJCORP-C5 CALL WARRANTS 24/07/2018 & BJCORP-C6 CALL WARRANTS 31/07/2018

随着原油价格上涨和Ancom生产的工业化学品价格上涨，Ancom下周公布下一季度的表现将非常好。
Oil prices rise amid risk of supply disruptions
https://www.reuters.com/article/us-global-oil/oil-prices-rise-amid-risk-of-supply-disruptions-idUSKBN1HO05D
Chemical companies riding high
https://www.thestar.com.my/business/business-news/2017/06/10/chemical-companies-riding-high/

有些东西又在作品中了？
http://www.theedgemarkets.com/article/rally-ancom-share-price-gathers-steam

中国房地产大亨打赌赌博将来到海南。 TSVT＆Berjaya能否成为一个有兴趣的团队？
http://www.theedgemarkets.com/article/china-property-tycoons-bet-big-gambling-will-come-hainan

当BJLand为被取消的济州韩国项目取得补偿时，TSVT将会感兴趣？
China aims to establish a free trade zone in Hainan by 2020 and will encourage multinationals to set up their international and regional headquarters there, as part of plans to open up the province’s economy to foreign investors.

It will also allow sports lottery games as well as horse-racing as part of plans to promote the development of the province’s tourism industry.

Bloomberg reported in February that China was considering allowing sports betting or a lottery on Hainan in a move that could open the door to physical casinos. The former Portuguese territory of Macau is currently the only place on Chinese soil where casino gambling is permitted.

https://www.reuters.com/article/us-china-economy-hainan/china-to-set-up-hainan-free-trade-zone-by-2020-port-by-2025-xinhua-idUSKBN1HL0RZ?il=0

世界银行已将马来西亚2018年的国内生产总值增长预测从1月的5.2％上调至5.4％。预计这一增长将得到私人消费强劲增长的支持，这对BJ集团公司是有利的
http://www.theedgemarkets.com/article/world-bank-raises-malaysias-2018-growth-forecast-54

特朗普在与中国的贸易争端中重新加入跨太平洋伙伴关系?
Trump weighs rejoining Trans-Pacific Partnership amid trade dispute with China
"The Obama administration had signed the trade agreement, known as TPP, with 11 other countries, including Malaysia, Japan, Vietnam, Singapore and Australia, to lower tariffs and counter China’s influence in the Pacific. An embrace of the TPP would give Trump more leverage in his escalating trade feud with Beijing. It also would give U.S. farms, retailers and other businesses better access to foreign markets if China makes good on its recent threats of new tariffs on U.S. goods."
https://www.washingtonpost.com/business/economy/trump-weighs-rejoining-trans-pacific-partnership/2018/04/12/37d59500-3e71-11e8-8d53-eba0ed2371cc_story.html?noredirect=on&utm_term=.4deb3b35084a

道琼斯指数上涨300点作为缓和贸易战的重要性超过了真正的威胁
https://www.barrons.com/articles/after-the-bell-dow-gains-300-points-as-easing-trade-war-matters-more-than-the-threat-of-a-real-one-1523568504

道琼斯期货上涨1.08％或260点至24,272点。明天是道琼斯的另一个好日子！

习近平承诺'打开'中国市场 - 并降低汽车进口关税.
言论被视为和解;消除了对美贸易战的担忧
https://www.marketwatch.com/story/chinas-xi-promises-to-open-chinas-markets-to-foreign-businesses-2018-04-09
https://www.marketwatch.com/story/asian-markets-fall-following-wall-streets-late-selling-2018-04-09

对于那些面临追加保证金的人来说，星期一将是令人兴奋的一天？

济州自由国际城市发展中心是韩国政府机构，因此韩国法院的任何奖励都将得到尊重
https://en.wikipedia.org/wiki/Jeju_Free_International_City_Development_Center

因为它的最新成绩比BJcorp好得多，狐狸之王为什么要大力购买BJland？

想知道为什么TSVT最近在BJLand买了这么多股票？韩国政府在2015年11月向韩国法院提交申请之后已有近3年的赔偿金吗？

At the sixth court hearing on 14 October 2016, the presiding judge had agreed to BJR's application to conduct a land price appraisal of the Jeju Project. The presiding judge had also made an inspection of the Jeju Project site on 25 November 2016. As at the date of this announcement, the land price appraisal report of the Jeju Project has been completed by the court appointed land appraisal company and the land price appraisal report has been submitted directly to the court.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5732473

Kim Han-wook, CEO of the JDC, said at a press conference Wednesday that he was told the project developer is preparing for the suit, seeking approximately 5.1 trillion won (USD$4.2 billion) in compensation for the project which was stopped last year.
http://www.koreatimes.co.kr/www/news/nation/2016/01/116_195432.html

拥有高NTA和大量盈利的资产可供出售...狐狸之王拥有超过9人的生命...

Berjaya将以655.99万令吉的价格处置其85％股权或850万股DSG股份的全部投资?

Berjaya, together with other shareholders of DSG Holdings Ltd such as Earthlodge Investments Ltd and Elque Resources Sdn Bhd, entered into a share purchase agreement with Besino Environment Ltd on March 6, 2018, for the proposed disposal of a total of 100% equity interest in DSG.

The entire equity interest in DSG comprises 10 million ordinary shares for a total cash consideration of approximately RM312.93 million, of which Berjaya will be disposing of its entire investment of 85% equity interest or 8.5 million DSG shares for RM265.99 million.

https://themalaysianreserve.com/2018/04/02/berjaya-corp-posts-rm92m-net-loss-for-3q18/

根据最新的结果... BJland比BJcorp更好买？

在今天的表现BJland绝对是更好的购买？

看看BJcorp的最新成果... BJland是更好的选择......这就是为什么TSVT会像没有明天一样购买？

股市，美国就业数据的油价反弹，韩国新闻
http://www.theedgemarkets.com/article/stocks-oil-rally-us-jobs-data-korea-news

本周关闭。 猜测没有太多的信息要分享，直到1月底Qtr。 2结果会出来。

普通话英文翻译：
The 2018 budget will be submitted to Parliament tomorrow, for the first time at 3:30 pm.
http://www.bernama.com/bernama/v7/sp/newssports.php?id=1404031

Datak Seri Najib Tun Razak said the agricultural food and agriculture sector will receive more attention in the 2018 budget. The prime minister said the two departments were identified as new sources of wealth for the state and the people.
http://malaysiaupdates.com/2017/09/28/more-focus-on-agrofood-agricultu...

* The 2018 annual budget will be announced next Friday, the government allocated 1.3 billion ringgit in 2017 for fertilizer and pesticide and other agricultural means of production (Ancom products), due to next year's election, agricultural funds will be more than 1.3 billion ringgit oil prices Rise increases government revenue.

In the first seven months of 2007, Malaysia's total trade volume surged to RM181 million, up 22.7 percent over the same period last year. According to "Bernama" reported that the expansion is mainly due to ASEAN countries, China, the United States, the European Union, Japan, India and Taiwan trade. Exports rose 22.3% YoY to Mnd $ 526.88bn, while the value of imports increased 23% to Rmb4,778.1m, resulting in a trade surplus of RM5.77bn.

Electric and electronic products for the seventh consecutive month of double-digit growth, an increase of 28.3% or 6.15 billion ringgit, followed by mineral products, an increase of 27.5% to 6.71 billion ringgit, agricultural products rose 14.8% to 6.42 billion yuan.

The Ministry of International Trade and Industry (Miti) said the main export value in July was RM279.1 million, oil products ($ 7.09 billion), chemicals and chemical products (RM7.22 billion) (Ancom & Nylex products) palm oil and palm oil products (RM4.66 billion) and liquefied natural gas (RM3.79 billion).
http://www.freemalaysiatoday.com/category/nation/2017/09/07/budget-201...

2018年预算明天将提交议会，第一次将在下午3:30。
http://www.bernama.com/bernama/v7/sp/newssports.php?id=1404031

Datak Seri Najib Tun Razak表示，农业食品和农业部门将在2018年度的预算中得到更多的关注。总理说，这两个部门被确定为国家和人民的新财富来源。
http://malaysiaupdates.com/2017/09/28/more-focus-on-agrofood-agricultu...

* 2018年度财政预算案将于下星期五公布，政府于2017年拨出13亿令吉用于化肥，农药等农业生产资料（Ancom产品），由于明年大选，农业资金将超过13亿林吉特石油价格上涨增加了政府收入。

二零一七年首七个月，马来西亚的贸易总额已飙升至一万八千万令吉，较去年同期上升百分之二十二点七。据“伯纳马”报道，扩张主要得益于东盟各国，中国，美国，欧盟，日本，印度和台湾的贸易。出口同比增长22.3％至5286.8亿令吉，进口货值则上升23％至4,778.1亿令吉，导致贸易顺差达到59.7亿令吉。

电气及电子产品出口连续第七个月出现两位数增长，同比增长28.3％或61.5亿令吉，其次是矿产品，增长27.5％至67.1亿令吉，农产品上涨14.8％至64.2亿元。

国际贸易和工业部（Miti）表示，7月份的主要出口产品价值为27.91亿令吉，石油产品（70.9亿美元），化学品和化学产品（57.2亿令吉）（Ancom＆Nylex产品）棕榈油和棕榈油农产品（44.6亿令吉）和液化天然气（37.9亿令吉）。
http://www.freemalaysiatoday.com/category/nation/2017/09/07/budget-201...

2017年最新年报ANCOM集团业绩分析

截至二零一零年五月三十一日止财政年度（「二○一七年度」），ANCOM集团的营业收入为十七亿一千一百万令吉，较二零一六年五月三十一日税前利润（“PBT”）于二零一一年度由二零一一年度的1720万令吉增加199％至5,440万令吉。

在纳税和非控股权益后，2011年度归属于母公司股东的利润为1750万令吉，相比之下，归属于股东的亏损为700万令吉。总体而言，本集团在本财政年度表现良好。本财年的每股收益为8.11仙，而去年同期每股3.24仙。

由于以下原因，安信集团下个季度也将有利可图：
*由于价格原油价格从每桶54美元上涨至每桶57美元，工业化工业务的销售价格和销量将会更高
*农产品出口销售依然强劲，拉丁美洲和澳大利亚的订单由于RM疲软而下降。
*新化学品NYLEX1已经开始降低化学品运输成本，从而获得更大的利润
美元汇率有利于提高聚合物出口业务的利润率。
*出口聚合物销售，主要来自新加坡，澳大利亚，印度尼西亚，中东和香港。
*媒体部（Redberry）获得MRT1（10年）和雅加达捷运（20年）广告优惠。等等
"The next few Quarters will also be profitable for Ancom Group due to the following reasons:
* Industrial chemical business will see higher selling prices and volume due to increasing crude of price from USD54 to USD57 per barrel
* Exports sales for the agriculture chemical business remained strong with orders from Latin America and Australia due to weaker RM.
* New Chemical Vessel NYLEX1 is already operational to lower chemicals transport costs for greater profit margins
* The favourable USD exchange rate also improved profit margins from the Polymer export business.
* Exports sales for Polymer, orders mainly were from Singapore, Australia, Indonesia, the Middle East and Hong Kong.
* Media Division (Redberry) won MRT1 (10 years) & Jakarta MRT (20 years) Advertising Concessions. etc."

操作审查
我们的农业和工业化学品业务在工业化学品销售价格和数量上都有所上涨，农业化学品业务继续进入马来西亚较大的种植园。农产品出口销售依然强劲，拉美和澳大利亚订单。在国内方面，马来西亚林吉特（RM）也较弱，也为国内市场磷酸价格上涨做出了贡献。这种有利的市场条件有利于我们的业务。随着拉丁美洲和澳大利亚的新订单，农业化学品业务继续走强，进入国内重点种植园业务，出口市场增长依然强劲。

http://www.malaysiastock.biz/GetReport.aspx?file=AR/2017/9/26/4758%20-%201604107773867.pdf&name=AR2017-Ancom.pdf
Update: NYLEX1 now fully operational as of October 2017
Check latest Location of Nylex1 here:
https://www.vesselfinder.com/vessels/NYLEX-1-IMO-9798612-MMSI-533130597

2018市场前景
总体而言，2018年度预算可能推动股市上涨。
2018年的预算也可以明年确定马来西亚的增长路线，并确定其全球经济评级。
历史上分析人士认为，2018年度预算和即将举行的选举将导致消费者信心上升。

AllianceDBS Research强调，过去的选举与强烈的消费者情绪相吻合。
“由于2018年预算被视为第十四届大选前的最终预算（不迟于2018年8月），我们相信我们将进一步推动复苏和进一步发展。”
从宏观角度看，研究组指出，联邦政府原油价格反弹为经济缓解提供了一定的机会。所有这一切，相信马来西亚的财政纪律将得到维护。
“我们在2017年底保持了FBM KLCI目标1,800个目标，并从自下而上的估值方法中引入了我们的2018年目标1,870（隐含的16.6倍的价格收益）。
“我们的主要投资主题保持不变，这是消费者恢复，出口和运输的基础设施。”

同时，RHB Research还认为，市场也希望在国际评级机构的监督下看到持续的财务纪律。
“我们预计2018年的财政赤字将进一步降至GDP的2.9％（比2017年下降3％）。
“对OPEX的更仔细的控制将为发展支出留出更多空间，从而使小承包商和建筑材料供应商受益。
研究公司表示：“这些相互矛盾的目标最终表明需要采取另外一个平衡的行动，要求投资者保持头脑，注意市场基本面。
http://www.theborneopost.com/2017/10/22/budget-2018-possible-benefits-for-malaysian-industries/

吉隆坡：2017年10月13日，马来西亚国家银行（BNM）国际储备上涨了2000亿美元至101.4亿美元。

据央行周五报道，9月29日的储备从101.20亿美元增加。

储备头寸足以为7.5个月的留存进口提供资金，是短期外债的1.1倍。

以令吉比例计算，两周期间，储备金从RM227.70bil增加到RM228.70bil。
http://www.thestar.com.my/business/business-news/2017/10/20/bnm-foreign-reserves-up-us$200m-to-us$101pt4b-on-oct-13/

仍然相关原油原油价格上涨，从54美元升至57美元，意味着石油化工和聚合物生产商如Ancom和Nylex的价格更高。

"According to industry estimates, the prices of petrochemicals and polymer in Asia had increased between 10% to 40% in the last one year, reflecting firmer crude oil prices, even as demand growth, driven by China, continued to outpace supply.

PetChem revealed its product prices on the overall rose at an average rate of 22% year-on-year (y-o-y) during the quarter in review in tandem with the recovery in crude oil prices, which rose to US$54 (RM230.40) per barrel in the first quarter of this year from an average of US$44 per barrel last year."
http://www.thestar.com.my/business/business-news/2017/06/10/chemical-companies-riding-high/

仍然相关原油原油价格从10美元从54美元上涨到57美元，意味着石油化工和聚合物的更好的价格...

"According to industry estimates, the prices of petrochemicals and polymer in Asia had increased between 10% to 40% in the last one year, reflecting firmer crude oil prices, even as demand growth, driven by China, continued to outpace supply.

PetChem revealed its product prices on the overall rose at an average rate of 22% year-on-year (y-o-y) during the quarter in review in tandem with the recovery in crude oil prices, which rose to US$54 (RM230.40) per barrel in the first quarter of this year from an average of US$44 per barrel last year."

有东西在做饭吗 由于随着大选的到来，2018年下半年的预算，如Petronas Chemical，Ancom和Nylex，原油价格稳步上涨，政府拨款刺激农业部门），化学工业企业的盈利能力肯定是好的。
http://www.thestar.com.my/business/business-news/2017/06/10/chemical-companies-riding-high/

感谢您的信息，来自AGM的Nylex下个季度增加盈利能力。一定会投资于Nylex和Ancom的股份，因为Ancom拥有Nylex超过45.61％的股份。 Nylex产品销售价格的任何上涨也将反映在下一季度Ancom在下周公布的盈利能力提升的情况下

Nylex1跟踪位置
https://www.vesselfinder.com/vessels/NYLEX-1-IMO-9798612-MMSI-533130597