once pnb said rollover on 10b done, most likely hit 30cents

looks like big fish pushing price...tomolo can go higher

BAT has changed ownership as a "Export Co"----sure got reason

The just Signed "Regional Comprehensive Economic Partnership (RCEP") lead by China is the
2nd Largest Trading Block in the World (1st is EU). BAT will be allowed to import Vape and
China Cigs into Malaysia Tax Free And then export back to England using another Tax haven between Mal / England to reduce import tax-----So what is for BAT (Malaysia)?

Special Discount on Vape price from China Suppliers on economy of scale purchases And
China Cigs entering Malaysia Market???
Premium Chinese Cigs is not cheap ----from RM50---RM120 / 20 sticks ( most thought i would
said Cheap Cigs---hahaha )

KDEB has the capacity to take KPS private ( rumour already started when Mahathir offer to buy
Sprint for 170--190mil ) After that announcement, kps is on a free fall---no reason why? Then
came HQ for Sale 80m---also very funny news. Why put a property up for Sales when the market
is so bad------Combine this 2 properties, KPS has 270mil extra Cash

Come EGM time Selangor Gov cannot Vote, only 30% of Ikan Bilis can vote. We can vote
takeOver out if Management underpaid Us. However under 2 takeover last time, Selangor and
Management is very Good to minority shareholders ( i voted 2 times )

https://www.theedgemarkets.com/article/kps-launches-rm210m-takeover-bid-century-bond

KPS paid RM210 mil for Century Bond. Now it is worth atleast RM300mil minimum. CB is only
1/3 of KPS asset----- earning close to Splash yearly revenue in just another year.

Combined KDEB + PKNS is closed to 70% nosh. Only 161mil left to public holding. Even at RM2.0, management needs to fork-out only RM322 mil ( peanut compare what Injection Biz will bring in 10years ) ......Anything less than 2.0 seriously underpaid KPS future potential...I am against any takeover unless ikan Bilis is compensated properly

Look at Bankers & Stock Broker Houses, they are reluctant to give TP. Compare this to TopGlove
, they give TP every Hours (haha) Why? They are already ALL in.
For almost a month after many local Sifu give Tp to TopGlove, all Bankers and Broker Houses
remain tight lip. The moment they open their Tp, even local Sifu are speechless

If look at 2021 Budget, the number is Huge 300Bil ( just number only, how to borrow so much
money?) Even if China and USA lend us money, dont forget about Interest Payment---3, 5 or Ah
Loong range 10% ) At 5%, Interest is 1.5 Billion per Month

As i see next year, Tax revenue is everything. Petronas Coffer is almost Dried, 30,000 Biz
closed shop, More than 1 million get lay-Off. Gov is looking at every corners for money---Operation
"cari wang" will kick-off soon

Makes no different Online or Off-line, All subjected to 10% Tax. Normal Cigs is subjected to
40% Tax but Vape and "HNB" are subjected to 10%----GOV is obviously giving BAT a level
playing field. If Gov levy a 40% Tax, BAT vape is dead on arrival. Pirate Vape has NO advantage
any more bcos they got to used "rat Holes" ( contrary to most believe it is Not cheap---pay syndicate, pay police and pay runners------Just pay 10% Tax buy insurance for all problems )

As i say again, BAT has solid growth next year-----wait for RM50

Look at HongKong, things is going from Bad to Worst. More and More Co will move out of
China. Joe Biden is Not Trump, He will gather EU to attack China together....very, very effective.
KPS will be main beneficiary if foreign Co flooding into ASEAN.....Already Tik-Tok, Tencent &
Alibaba are moving into Singapore

Very, very Sad Day if Selangor Gov wants to take it private. Easily a RM5 Co with Apple moving
into Malaysia.

If you are bald headed then you got nothing to lose. However if you have a lot of Chest Hair, do
wear a mask. Burnt chest hair is quite difficult to bear

Once BAT hit 15--20 range, it will be relisted into 30 klse index stock. It is much easy to manipulate
BAT than say TG bcos it had little free float

https://oilprice.com/Alternative-Energy/Fuel-Cells/Australia-Could-Lead-The-11-Trillion-Hydrogen-Boom.html

Injecting Hydrogen into Natural Gas for " cooking Gas "----SAP may hit a new jackpot for
natural Gas consumption

Big fish are shaking the "Tree" to scare contra players ( to sell off.) Surely after tomolo they will
keep pushing up. There is No reason why BAT's revenue will Not increase by 50% next year.
VAPE zero legal Sale 2020 ( illegal market size almost 50% normal Cigs ) Fast growing New Hype
"" Heat Not Burn" like Vape is Legal in 2021 ( also Zero Sale 2020 )

Read RHB analysis on BAT. Obviously He has NO experiences on what is going on outside his
office Bldg. After the Singapore fiasco, when their Lady top analyst left, RHB analysis are done
by mostly Mara Graduate.
Before and In a Covid pandemic, Gov spending is greatly handicapped by Civil Servant paycheck
(85billion ). 2021 Gov. borrow to pay Civil Servant salary, what about 2022? So 2021 is where Tax
Revenue must increased by 200%. They have to cover every leaking Holes. I can see PM asking
Tax / Custom Dept everyday about Tax Revenue update( this will put enormous pressure on Tax
Officers )---I have never see such a comprehensive shutdown on illegal Cigs even during Asia
financial Crisis-----It shows Gov's Coffer doesn't has a Cent Left

I am NOT comparing Apple and Orange, I am comparing from the "Goreng" side ( what contra
players feel deep down )

Now i comparing TopGlove and BAT (bcos i think 2021 BAT will beat Nestle Hands Down)

1) TopGlove Max. revenue latest Qr at 3.0Bil
2) BAT 1Q21 will most likely Hit 1.5Bil ( 1.2B from Normal Cigs And about 300mil from Vap excluding HNB cigs )
3) Surely TG Cannot maintain Dividend payout Ratio as BAT bcos inorder for TG to expand they
need massive Capital and Labour
---BAT on the other Hand import from Indonesia (no Labour problem and Indo has massive Volcanic soil for very Healthy Tobacco planting )
4) This is the winning point for Goreng Boys---TG got 8 billion shares And BAT got 286mil shares. Basically TG is 28X larger than BAT, the moment any Bad news Hit TG, price easily plunged

Technically BAT is King of Hill next year 2021

I think recent Change in "ownership" has some bearing on what BAT real intention for
next year. Why change ownership to BAT( Export )? Are BAT going to massively increase
export VAPE to Malaysia to Grab market shares? BAT also has huge market for "HNB" Cigs too
(worldwide 9mil customers ) Heat Not Burn( HNB ) will also be Legalised in 2021 by paying
10% Gov Tax ( another fast Growing Market beside Vape)

Shifting Factory back to Malaysia from Indonesia has no financial Gain. There is No ASEAN tax
when exporting within this Region (fully rectified in 2016).

Look at F&N results ( 30 Sept 2020 )
Revenue: 953mil......Profit: 85.7mil......Dividend: 33 cents ( DY: 1% )......Price RM32

2) Nestle Results ( 30Jun 2020 )
Revenue: 1.219Bil....Profit: 105mil.......Dividend: 70 cents ( DY: 0.5% )....Price RM140

3) Current BAT Dividend yield is 2% based on lastest Qr

With Gov intention to Cut-Off illegal Cigs, BAT will return to its 2015 Revenue base around 1.2Bil
( double current 3Q, revenue ) So my last Dividend estimate is just Nestle's dividend payout
at 70 cents in 2021 per Quarter.

It is very Obvious BAT revenue will exceed 1.2Billion given VAPE biz is almost 50% of
normal Tobacco. It is full Legal Jan 2021.

RM 50 price Tag is just a estimate, given Nestle price at 140 (now) at DY of only 0.5% And
no possible of "Explosion" increase in Sale Revenue as BAT in 2021. Just hold on to your
Nuts next year

Will VAPE cannibalise on normal Tobacco Market. The Data i used is 3Qr2020 and VAP market has existed 3--4years ago. So this is a " New Market " growing along Old Tobacco Cigs

sorry i have deleted my post just now to counter check whether i have made a error.

1) Still legal + illegal Cigs market size is around 650---700mil Per month And
2) Vap market size per month is estimated by JIT-------350mil Per month (based on 100% error
on illegal Market size estimate of 2bil-----i used 4 bil )

Regardless how i twist the Data, Vap is a very Huge market ( 50% of Tobacco Market / month )

Now it is Legal and BAT can expand on it-----For sure BAT revenue will breach 1.5Bil per Qr in
2021 given the size of VAP biz

Beware of "Loser Bankers" giving low TP. Most likely their Boss will "diao their backside kaw-
kaw on Monday meeting

EPF & KWSP has NO extra shares which they can use to " Block " any price Upward momentum.
They can only Buy when Sellers "sell " (cannot block and Buy ) EPF&KWSP are Not the only
big Fish in the market, other institutions also want to Buy. Long term retailers may rush in
for Dividend and Cap Gain( almost 100% sure massive gain in Revenue)

Expect V shape price Chart----RM10 to RM 50 in 2 years time

Taxes on e-Cigs has NO impact on BAT revenue bcos BAT has NO market share (just started
Sept 2020 ) KYO now on the same Price level as illegal Cigs on Jan 2021. Brace for KWSP and
EPF buy-back since both has completely unloaded 10years ago.

What Malaysia doing "Now" is Similar to What Singapore had been Doing for the last 10years.
Singapore enjoys just 5% illegal Cigs----Once Gov gets a massive Tax revenue from Cigs,
enforcement will tighten rapidly in 2021---bcos already "Pok-Kai" need revenue badly

Very Strong Buy---Everythings In---- House, Dogs, Cats all in.

1) 15years in Port Clearance, i see 100's of Cigs Containers disappear during Transhipment.
Syndicate know how to get illegal Cigs into Malaysia without paying Taxes. The Bulk of small
time Cigs factory inside Malaysia, never had a manufacturing Line( they just repack Cigs
imported from Indonesia---30--40% lower cost )

2) Freezing new import license And Freezing existing Quota just Kill all local BAT competitors
Draw back is how local( small factory) applies Export Rebate( dont have to pay local tax for
export ) But somehow they manage to distribute "export Cigs" in local market--ada jalan

3) Cannot export using "Bot Kumpit"--hahaha. Basically bot tongkang export to where?

4) Massive redirecting Cigs from Free trade Zone Langkawi ( no Tax)---Now blocked
Have to pay taxes now

I see BAT Revenue jumps immediately in 1Q21

However i like to see Gov impose a quota on Custom Depts on Cig Tax collection. Maybe
5 billion Tax collection if no collect, change Custom Chief. This is a sure Fire method bcos
for 1 illegal Cigs container caught, 10 escape without a trace

https://www.thestar.com.my/business/business-news/2020/10/22/tax-holiday-extension-may-drive-car-sales-further

i have mention before ----a extension of Tax holiday is needed. By keeping car sale up, it also
keeps jobs (already loss many due to Covid)

i have kept KPS for more than 10years, sometimes alot / sometimes less (after Splash Sale).
But came back buying when price drop to 30cents. KPS revenue keep increasing after Splash
Sale which means this Management Team( after Splash) is far-sighted and very aggressive.----
I really dont care what price i bought even at 5.0 as long as average price is still low and
to prevent Contra players to benefit like Roger.----To push up KPS price is my long term
objective,. as long as Management keep pumping up revenue. Pls note none of the Directors
has kps shares so they dont care about kps price. It is up to us to pump up price.

I think if KPS secure any Big project like ECRL terminal port at Carey Island, it would surely
receive support from Selangor Gov. Total Selangor Investment Group (under MB)worth 56 Billion.
Injecting a few Good asset to secure Bank Loan is as easy as snapping fingers. After all Selangor
own 70% of KPS

Technically KPS is Free at 0.745 (400mil ). Sprint Highway + Main Office sold will raise Cash to
500mil. Actually if you dispose Century Bond Bhd at 2.10, you can Buy All outstanding mother KPS shares at market price and still has Net Asset of 800mil ( very good Deal )

Based on last Quarter financial results----
Total Asset 2,147,540,000
Total Liabilities 1,078,264,000
Cash 251mil

Market only price this Co.----400mil
If Selangor Gov wants to Sell KPS, i will be the first one to jump in to make a Offer

consolidation almost complete. Next week should be " running shoe on "

Over weight, 74years Trump if discharged on next Wed( 7/10) from Walter Reed Hospital, the
deadly Covid Myth on older person just evaporated. Pend-up demand on Dow is going to pump
up shares price

Turkey Or Pakistan used palm Oil for human Consumption( vol. small ) EU and USA is mostly Industrial uses, usage is very high (palm Oil is superior than any vegetable Oil for industrial usage )

If EU joins India in Boycott, China alone cannot pull FGV out of trouble water. Let see whether Muhyiddin will kneel down infront of Trump ( highly unlikely ). FGV could hit all time low in
one month time.

everybody sees this coming. USA is just protecting its Corn, and Seeds Oil industries. But the
implication is far reaching, EU might join in for Another Reason (Green House effect )

Contract amount 47.2m. Still waiting for 1.2B NIIS contract

Looking at park sellers, it seem someone has mopped up alot sellers

https://www.malaysiakini.com/news/544600

as i said. Fitch too a believer that Vietnam is better

I used to move 20--30 containers from Vietnam to China in 2019. This month, my record say 90
containers move from China to Vietnam ( for local Industrial consumption ) Vietnam post Covid
lockdown economy is ramping Up

Jaks management of diversifying properties/construction into Vietnam is by far a much better
move than staying in Malaysia for next 2 years. Vietnam is projected to achieve atleast 4.5%
growth next year while Malaysia will register (negative 3--4-% 2021 ) Maybe even hitting 6%
growth depending how many foreign Co. are moving out of China

Rather a stupid answer. Dps didn't make any money. Who wants to put money in a loser?

almost 42% of Dps under Peter is in margin account( incredible ) How can he can't get a margin Call? Peter must has a Lot properties( privately) and used them to pledge as Collateral (become
useless asset). The only way to release this "properties" and use them for Higher return projects, Peter got pump-up DPS. If you are 40yrs Old, you can wait 20yrs. But if you are 60yrs, you got
another 10yrs before Dementia, Alzheimer Hits you( normal old age disease)

With HSR in his backyard, he better thinks fast

It would take Any Court around 5--10years to come-out a answer for Sap Bribery Case. Even clear-cut case like Najib also need 5years----many old investors might not live long enough to know the Court answer

https://oilprice.com/Energy/Energy-General/High-Risk-High-Reward-Investors-Turn-Bullish-On-Small-Cap-Oil-Companies.html