Followers
0
Following
0
Blog Posts
0
Threads
7,182
Blogs
Threads
Portfolio
Follower
Following
2020-09-24 12:40 | Report Abuse
sap can sue and recovered money back from who ever took the bribes which origin from Co. coffer
2020-09-24 10:09 | Report Abuse
Once Roger123, Janitor Cum Septic Tank cleaner is here, you know this forum is getting from bad to worst. Roger123 has to come here to avoid been screwed for NOT pushing Puncak to 40cents.
Must visit him in Puncak to Ask some questions
2020-09-24 10:04 | Report Abuse
Regardless who is the next PM, Malaysia economy will Not rebound except a rebound in World
economy. I also don't believe US/China relationship will improve with a New US President.
That said, Tencent, Alibaba, SamSung, Apple will be shifting to ASEAN region to avoid further
US Tariff is unavoidable. Democrat is pose to win both Congress and House, i believe a 2 Trillion
Covid rescue plan will be passed. You can expect a massive rebound in Dow stock price come
November 2020
2020-09-24 09:51 | Report Abuse
regardless who is next PM, it doesn't matter bcos nobody can save Malaysia economy except
a rebound in World economy. Malaysia has some extra lending Credits but no Cash to inject
into the economy like USA. HSR, Bandar Malaysia and ECRL must proceed as planned or/else
economy will Tank. I don't think US/China problem will resolve with a New US President, so
Tencent / Alibaba / ByteDance(Tik/Tok) will continue to invest in ASEAN
2020-09-23 16:29 | Report Abuse
11mil are shaken out today. Unseen opportunistic lurking between "shadows"
2020-09-23 09:35 | Report Abuse
most likely to block and block to squeeze out contra players first---
2020-09-22 17:04 | Report Abuse
If Peter can SBB 10mil shares between 0.115 to 0.130, it is enough to push DPS to 0.150 ++
2020-09-22 11:01 | Report Abuse
based on Peter 253.5m dps shares in margin account, he needs to pay atleast RM583,000 margin
interest every year. Since share price is below par, he also dump alot his own properties to
prevent margin Call( i think)-----I don't think Peter has a easy Life. I think he always try to find a way-out---Pump & dump Dps shares is best option (so that he can sell warrant to raise cash )
2020-09-21 18:20 | Report Abuse
PNB total Control and EPF will surely comes back
2020-09-21 18:06 | Report Abuse
surely He will take pay leaves on Dec 2020 and disappear soon
2020-09-21 18:01 | Report Abuse
https://malaysiastock.biz/Company-Announcement.aspx?id=1260598
Shahril resigned 22March 2021----Better than Limit Up
2020-09-19 18:25 | Report Abuse
like snc scenario, nobody buys yet can fly to 40cents plus
2020-09-19 17:21 | Report Abuse
Once announce to Bursa about Buy-back, Dps shares can fly ( no uma by Bursa )
2020-09-19 17:14 | Report Abuse
22 Sept., AGM---Share Buy-Back
Can Peter actually carried out Buy-Back?
One of the Bursa requirement is share-buy back Must not exceed Retained Earnings(RE)
How much RE dps has?----54.2 mil
Maximum Peter can buy Back is 58.8million --say 12cents( at 0.12*58.8m = 7.0mi cash needed )
Can be Done!!!
Peter holds 246.96 M shares plus 100m bought before Qr results plus 58m= 404m out 588nosh
Which means 183m left as free float ( at 0.13cents = 24mil ) Like kacang puteh to sharks
( pls this is scenario i imagine )
2020-09-19 09:55 | Report Abuse
These Winter EU lockdown again is crashing Chinese Tourist to West and East Asian(asean) too.
No mood to travel. I begin sending Cargo to Indonesia and HK using AA planes. It is faster and
cheaper than SeaFreight, if you take into consideration that using seafreight, yr containers will
be quarantine for 14days------Airfreight no quarantine
AA is really surviving on Bubble Gum
2020-09-19 09:36 | Report Abuse
If you look at 50years Brent Oil Charts, The major Oil consumption countries are USA and EU and
to your surprise Oil averages is just $28 / Barrel. Then if you look at Sapurakencana( Sapnrg), in
07/2014..07/2015...07/2016, you would see Revenue at 2.2Bil to 2.4Bil( profit at average 200mil)
When China gets into the Oil market (last 10years---buying up to 30% of Oil market), you see Oil jumps from 30--140 and down to 25....
This wild swing is actually crashing Oil investment as you can see from Sap's plunging Revenue.
So it is stable Oil price that will save Sap bottom line, not extremely high Oil price( will crash)
2020-09-19 08:27 | Report Abuse
“We have identified cost optimisation initiatives valued at about RM1.1 billion being executed over the next 12 months,”said Sapura Energy President and Group CEO Tan Sri Shahril Shamsuddin. “Approximately RM450 million worth of initiatives have been fully implemented to date, inclu________" capture from Media Release "
***Basically this meant "cut salary And Cut here, Cut there" SAP still has 650mil for Next 2 Qr****
So maintaining 23mil profit each Qr for next 2Qr is possible
Technically this is scraping "burnt Rice" from Rice Cooker to survive. For this i give a Tp of 20cents
Buy Call
2020-09-18 17:42 | Report Abuse
buka seat belt, guna raffia string good enough
2020-09-18 16:27 | Report Abuse
Previous GE14, i have many Options to Bet. Mahathir son Co.(Sap), Opcom----SomeOne pls suggest what stock to Bet? ----Beside HSR----Dps
2020-09-18 16:22 | Report Abuse
https://www.malaysiakini.com/news/543109
Snap Election finally got a Hint. Usually PM will announce Big Project before Election to boost
Status
2020-09-18 15:10 | Report Abuse
The same group of Chinese Co. doing ECRL has mention to me before they are interest Or rather
actively lobbying for HSR job. This are the Group of Co. who told me, their Sister Co can build
Chinese HSR upto 400kmh in Shanghai
2020-09-18 15:05 | Report Abuse
without a doubt Bandar Malaysia depends on HSR. Or-else BM is just a High-End Condo Job
2020-09-18 14:24 | Report Abuse
it is surprise Volume can jump to 100mil before Qr results and before Peter asks for buyback.
Somebody must Told somebody to Buy. This block(100m) didn't return back to the market Or else
Dps will be back to 0.06... My guess furniture Biz will return back to Good number, maybe 20mi
sales ( if 40mil sales means Dps can jump back to 80 cents, like 10years ago before Fire)
I am keeping an Eye on how Peter is going to react to HSR. Usually HSR comes very Fast...
give Or take 12 months things will fly "after" official announcement
2020-09-18 08:42 | Report Abuse
https://www.statista.com/statistics/543848/worldwide-net-income-of-foxconn-electronics/
Foxconn net income for 2019-----527 billion Ringgit...Even pocket change drop from Foxconn into Malaysia will see a explosion of multiple economic activities
2020-09-17 17:07 | Report Abuse
anyway just put on seat belt next week, just in-case announce 200mil Profit
2020-09-17 15:41 | Report Abuse
Dnex may be getting Niis (who knows) LongTerm Dnex got to produce smart Chip for e-passport.
Iris is the only one who has smartchip manufacturing facilities in Malaysia
2020-09-17 15:35 | Report Abuse
Right now, the biggest beneficiary is KPS which has the biggest Plastic Injection parts factory for smartphone and carton box for packing, but still tiny as a supplier for foxconn
2020-09-17 15:30 | Report Abuse
i don't think Dnex got the expertise but Dnex might be looking to buy Silterra cheap and Rent it
out to Chinese sub-contractors who making Chips for Foxconn anyway. Foxconn is just a smartphone assembler Not a Chip manufacturer.
For those who don't know Foxconn, it has 12 factories in China, making smartphone for Apple.
Just shenzhen factory alone got 300K workers----payroll 360million per month. This factory is moving to Malaysia
2020-09-17 11:06 | Report Abuse
https://www.nst.com.my/business/2020/09/624364/poser-over-khazanah-wholly-owned-silterras-suitors
Dnex is also bidding for Silterras----I think in preparing for Apple smartphone(foxconn) moving
into Malaysia. Atleast 100Bil coming---All running away from China bcos of Trump Tariff
2020-09-17 10:51 | Report Abuse
Apple must used "nothing from China" to avoid Tariff-----Both Apple and samSung China domestic
market is very small bcos Chinese support their own smartphone Brand. There is No advantage staying in China with Trump Tariff hanging in their export Bill
2020-09-17 10:29 | Report Abuse
Good One cocqueen-----All signs are coming
2020-09-17 10:05 | Report Abuse
What about SamSung smartphone? And Alibaba investment
2020-09-17 10:03 | Report Abuse
With just Century Bond and Sprints Highway----Kps is worth 2.63. I am Trembling to figure at
a price for Toyoplas + CPI + Honda Printing-----Apple 6.6B investment in India will generate 150B
in 5 year so every year is 120billion Ringgit { 120 billion for IC / plastic Injection part / carton box /
printing, payroll etc } you pump so much money into Johor everything will fly off the Roof
2020-09-16 19:54 | Report Abuse
since SinG started about property value., i did bought a property about 1mile from Jonker street.
I can tell you from experience, don't buy properties inside Jonker Street, you cannot convert
this Old buildings into modern unit---local council won't allow it. Don't buy Condo near HSR
stations, the electromagnetics wave will fried you slowly
However i think Melaka local council will re-gazette area within 5 KM of Jonker street. Dps
factory Len Cheong may has to move out to prevent environmental damage to Waterfront projects
Usually Waterfront Developer decide where they want to build their project, Not local Council.
Just give a Call to Chief Minister, you can build anywhere you want
So is DPS properties going to appreciate, 100% yes
2020-09-16 17:18 | Report Abuse
I really didn't offer to Buy Puncak Septic Tank system bcos both Rozali and Roger123 have very
foul-mouth. I heard he guaranttee investors he will push Puncak to 40cents. But when he failed,
as usual he comes after me. And blame me for all his failure----- Roger123 actually works as a janitor and suddenly becomes a Investment Guru
2020-09-16 13:38 | Report Abuse
Poh Huat was traded at 20--30cents for 10years after Ipo. while Dps ipo jumps to 1.10 and came
down to 80c for many years. Poh Huat was last traded at 1.38 and Dps now at 0.11
If you don't make money at the right time and place, you see nothing / not even shadow after that
2020-09-16 12:30 | Report Abuse
waste time burning down own factory for insurance claims (9yrs wait). DPS was doing 40mil sales every Qr before factory been Burnt down---DPS was bigger than Poh Huat Berhad then., now Poh Huat makes 120mil / Qr and DPS furniture makes LESS than 10mil / QR
2020-09-16 12:20 | Report Abuse
The Back to Back announcement by Chinese Tech Giants moving to Singapore is a surprise
but not unexpected. More Chinese Co. will Come. Technically Trump tariff has Boxed all Chinese
Tech Giant. No where to go for massive market except ASEAN 650mil population market.
In a mirror, i see HongKong as Singapore And Johor as Shenzhen China( manufacturing Hub)
I am still waiting the 800 pound Gorilla announcement, SamSung Smartphone (world largest
smartphone manufacturer--) If Apple cannot survive Trump tariff, SamSung is also on the way
out of China. The Reverse flow of High Tech Investment into ASEAN has just started in 2020,
no one Company or Country can absorb all this Investment
KPS investment into 2 Plastic Injection Co. is already bearing fruits without lastest announcement.
Coupled with Honda printing, KPS Carton Box (Johor)can service not only Alibaba but a whole
range of Co. coming from Shenzhen China.....470mil Sale of Sprint Highway is a good opportunity
to buy another High Tech Carton Box Manufacturer / Printer to service Apple Top Range Smartphone
2020-09-14 14:58 | Report Abuse
windy1974...to you a powerplant is a long term project---to me it is just a Commodity. As Vietnam
prosper, their pension fund will grow to become very Huge, Jaks powerplant is just the Right Size.
Look at PNB collections in Malaysia----almost every Highways they have a share.
I would't be surprise if a Right Offer come along, Vietnam PowerPlant will Change Hand.
2020-09-14 12:25 | Report Abuse
https://news.yahoo.com/china-goes-home-grown-tech-push-nuclear-dominance-053228900--sector.html
This article is only for long term investor. China is ramping Up Nuclear as main source of power
generation in next 5years. As New Nuclear Power plant replaces Coal-Fired Plant in next 10 years
Coal price will falls as China is the World largest consumer of Coal.
This will certainly see Jaks Power Plant *Profit Margin* jumps while Revenue remain Constant. Furthermore i believe Vietnam economy will Ramp-up due China/USA tariff war. This will support
Vietnam Currency in long Run. If Jaks is smart enough, they would convert US$ into Dong Or
stay invested in Vietnam ( as i heard in previous AGM )
2020-09-13 10:42 | Report Abuse
KUMPULAN PERANGSANG SELANGOR BERHADCompany No. 197501002218 / (23737-K)(Incorporated in Malaysia)UNAUDITED INTERIM FINANCIAL STATEMENTS FOR THE SECOND QUARTER ENDED 30 JUNE 20209A11Material and subsequent events(continued)Century Bond Bhd’s, CPI(Penang) Malaysia Sdn Bhd’s and Toyoplas’ operations in Malaysia were halted in compliance with the Malaysia Movement Control Order (“MCO”) effective from 18 March 2020 to 31 March 2020. The MCO was subsequently extended:(a)for two (2) weeks until 14 April 2020;(b)for anothertwo (2) weeks until 28 April 2020; (c)for another two (2) weeks until 12 May 2020; and(d)for another four(4) weeks until 9 June2020.Approvalfrom the Malaysian Ministry of International Trade and Industry (“MITI”) to operate during the MCO period came at different dates for different subsidiariesand at a reducedcapacity. As of 28 April 2020, MITI allowed all companies that had approvalto operate during MCO to ramp up operations to full capacity.On4 May 2020, the government reduced the MCO to a conditional MCO, providing some flexibility fo
***3Qr result will certainly looks very, very Good "QoQ". 2Qr are just based on just " 2weeks"
out of MCO 2.5months*****
2020-09-13 09:45 | Report Abuse
Each level of stock got a group of players buying and selling----once this boundary is crossed, players start to talk about TA/FA (just rubbish talk). If a vested buyer like Peter begins buying regardless those rubbish Talks, players will jump in bcos of Greed----Technically the Educated
Ones call this actions---BuyBack-----Ah Fa (vegetable Seller) just Call this Goreng
This is what happen in TopGlove last few days, TanSri say Buy-Back but Ikan Bilis just lay their
Bets on the Table.----Same will Happen in DPS if Peter say Buy-Back.---But ppl thought it is
Ah FA's Goreng
2020-09-12 19:40 | Report Abuse
Really wish Gov will Not acquire Sprint. Sprint connects Damansara, PJ, Mont Kiara, Bangsar
and Jalan Duta. 70% of the KL richest people stay in these Area. Car Vol. will only increase
2020-09-12 18:48 | Report Abuse
Other asset like King Coil, CPI, Toyoplas not included in 2.63
Smartpipe is now a gone case. Minister under PH, Dr Xavier had spent 2 years to get every states
from Perlis to Johor to agree to a common water rate, as it is about finalised the Bond to
finance pipe replacement, Muhyiddin take over.
2020-09-12 18:41 | Report Abuse
If PN, Muhyiddin pays what Sprint ask for( not under Mahathir) 20% of KPS Sprints is worth
RM 476mil (about 88cents/ Shares). 476mil is just to wipe-out KPS total loan+interest paid
over 12 years or so. (Sprint obviously don't make money to KPS with heavy Interest payment)
Under Mahathir, KPS will be compensated 396mil. At that time management had said they will use
proceed to par down loan(liability) ( I think only 3 years left before KPS completely settled Sprint's
Bank loan )
With 476mil if Sale is Done, KPS should consider Buying another Company related to Alibaba
or Tencents. China Tech Giants push to ASEAN is almost a 100% sure things
KPS shares(nosh) is only 537mil, even 476mil Sprint sale worth 88cents / share. If you add this to
Century Bond 1.75, ------it is 2.63--------
2020-09-12 11:21 | Report Abuse
Century Bond manufactured corrugated box Raw material bcos they produce Cement Bag. So Century Bond Johor factory actually has Cost advantage over other carton box factories
2020-09-12 11:12 | Report Abuse
https://www.theedgemarkets.com/article/kps-partners-chinese-firm-make-carton-boxes
When more Tech-Firm moves into Singapore Or Malaysia, Carton Box consumption will jump.
KPS owned Century Bond (JV China Honda Printing) has a Carton Box factory in Johor Baru
2020-09-12 09:28 | Report Abuse
https://www.businesstimes.com.sg/garage/tiktok-owner-to-spend-billions-in-singapore-after-us-ban
Tik-Tok has started massive Investment into ASEAN. It will certainly start Capital Relocation from
HongKong Residents to ASEAN to escape China Iron Grip on HongKong Democracy not to
mention Wood Based Factories from Southern China.
2 years ago due to Capital Market collapse in China, Beijing as Ban Capital Outflow / Investment
outside China----Actually Melaka Waterfronts(100billion) is NOT a Malaysia initiates But it was started by a Group of Chinese Investors( gone Home due to Capital outflow restrictions)
China private Investments are mainly centre in 4 Countries----America, Canada, EU and India.
With Trump, America is Gone, Bcos of HuaMei, Canada is finished, India is now in Cold-War
with China---Left EU.
With TikTok Dumping Billions into Singapore, the Revival of Melaka Waterfronts by
Chinese Investor is very, very Bright. So is HSR, actually first HSR proposal came from China
but America and Japan intervene. China can built "China-Made HSR" without Malaysia Gov
spending a cents (of course got to pay back later)
Whether DPS can capitalise on Melaka Waterfront and HSR development depends on how
much political Connection Peter HAS------However i think both projects has 80% chance of
been implemented sooner or later( most likely from China Funds )
2020-09-12 08:39 | Report Abuse
https://www.businesstimes.com.sg/garage/tiktok-owner-to-spend-billions-in-singapore-after-us-ban
Tik-Tok has started the biggest migration of Tech-Firm into ASEAN to escape TRUMP's Tariff and
" No Made-in-HK " mandate in Sept 2020. Another Hundred of Billions of Investment from
American, Japanese, Korean from Southern China will follow soon, Not including 100's of Billions
of HongKong factory Investment ----trying to flee China Iron Grip on HongKong Democracy...
Where can these High Tech Firm go, if not into ASEAN region? Electronics Gadgets are Not
just nice plastic Cover, you need high Ends electronic Chip/IC. And which countries can supply
these Chips beside Taiwan, Korea And Japan---The Option is actually very Limited
There are 3 Countries that provide Manufacturing facilities to Escaping Tech firm from China,
Malaysia, Indonesia And Thailand (Singapore Lack Cheap labour ) Anyway Apple already moving
into Malaysia, where Foxconn ( Taiwan Apple Mobile Sub-Con) locate their manufacturing Factory
in Malaysia is not disclose yet )
Regardless how you see it, KPS will be the main plactics Injection Beneficiary in 2021 with
factories in Southern China, Malaysia (biggest) And Indonesia
Stock: [SAPNRG]: SAPURA ENERGY BERHAD
2020-09-24 13:26 | Report Abuse
AirAsia is actually in a worst off conditions than Sap is still standing at 0.650. Considering PNB
will not allow Sap to submerge below waterline, some banker comment sounds like OfficeBoy
mentality