you cannot see Buyers and sellers but yet Voume is more than 100mil----welcome to Computer
algorithm buy / sell----Anyway my part-time job now is Buy Morning / Sell before Noon.---Smoke
and enjoy evening show

I think we should squarely blame Tan Sri for being so Greedy in protecting his Billionaries status.
If TG is left at 25, it would Not come down so easily. Now TG would surely hit 5++ (15) which means retailers lost 10 for nothing.

No matter how much Tan SRi throw- in to support, he cannot stop a Mountain coming down (5.4B * 6= 32B )

very strange. All niis counter drop or plunge except Dnex

Say India project takes 3 yrs to complete Or 30mil revenue per year and cost of production is 50%
or 15mil net profit. So profit every Qr is about 3.75mil. I think this reason price didn't move

As China is moving away from Coal consumption, cost of fuel (also competition for Good quality Coal) is benefiting Jaks Coal fired plant in long Run.

India always wants the Highest Spec but the lowest price.-----from suppliers

This LOI looks like India sent to several Chip suppliers stating the Qty, Price and Spec India is
"willing to Pay"....We have to wait for IRIS management Reply (will announce by Bursa) for
acceptance Or rejection of "Offer to Supply" the abovemention Chips---usually counteroffer in
Price Or Specs will be sent to India

https://oilprice.com/Alternative-Energy/Renewable-Energy/Fossil-Fuels-Are-Here-To-Stay.html

https://oilprice.com/Alternative-Energy/Renewable-Energy/Fossil-Fuels-Are-Here-To-Stay.html

It is quite obvious a rally is in making. 3 layers Buys now average 100mil / layer while sell layers
are thinning out to 25-36mil......New Zealand deep water Oil well is really a major benefit to SAP
jack-up rig in long Run ( now parking to rot and invite major impairment loss each round )
We wait for the announcement and see the details

most likely the Newly discovered Oil field in New Zealand will officially announced in 0ne/Two
week time, just before 2Q20 Results. SK408 maybe used to kick-start the Rally

I have a feeling it is KWAP that is buying back its 25mil shares(5%) that they dumped after Splash Sale. Never forgive kwap, it takes me 5 months to push price to 2.0 and they just unload

normal practise for the last 50years--nothing to shout about. 1K i can buy any report, 10K you
have a name attached to the report

PH Gov spends 8.0bil on monthly Salaries and Pension to Civil servants----alot of money needed

NiiS should be announced early Aug. but 2nd Covid budget takes another 40bil--Total 90bil+ And
Muhyiddin wants to start HSR another 17bil---If Oil don't return back to $70, Malaysia might have
to borrow money from IMF in 2021

of course i have to promote KPS, KPS gave me a 3mil Bonus last round---32% dividend payout
---must be grateful. And then let me buy at 32cents until i am fully contented---what else can i
ask for

KPS potential is much bigger than Apple I-phone, and electronics parts. Due to change in Gov and
Covid and delay in ECRL, KPS potential has scaled back alot. The current terminal port at Port
Klang for ECRL is too congested. Chinese Engineers had survey Carey Island for final Container Port location for future expansion. Carey Island belong to Selangor Gov basically KPS mother---
KDEB----KPS already got a head start here. They are doing about 200mil reclamation works at
Pulau Indah ----just beside Carey Island.

I have ask the group of Chinese Engineer for just a estimate on how much to develop Carey Island-----very basic infra. need about 5 billion. When Najib was still in Power, BN + India Group has
suggested 100billion develop Carey Island into a major Container Port ( of course Azmin (MB)
at that time said BN cannot touch Carey Island without his approval )

Every Electronics Gadget needs plastics Injection parts from computer, printer to electronics wrist
watch

It is almost "Deja-Vu"-----almost every American Electronics Co are coming back to Malaysia after
leaving for China 20years ago ( Texas Instrument, Motorola, Dell Computer, Hewlett Packard )
Together they also bring their Sub-Contractor from China. If They want to avoid US Tariff, everythings must be manufactured Outside China

need a good date to Goreng, just ask cocqueen

if got 500mil Vol.---should break 0.145

so fast 100mil done in 12min

only Institutional Buyers can key-in one mil Buy----normal remisier just 500K

too many contra made 0.005 already Dumped----manyak susah---bad times made Kopi-O profit is
laughing to the Bank

228mil Vol Done at 11:00 is larger than yesterday whole Day

once 0.13 parking vol hit 50mil, 0.135 will be history

There are strong Chances SST Extension for another 3--6 months after expiring in 31 Dec20---
Look at DRB results, not going to improve much. Gov wants to protect Proton and thousand of
Bumi-parts suppliers (next Qr we will know whether a extension is forthcoming Or not )

I cannot see how Biz environment between USA/China will improve with a new Democrat President
Any "New Normal" US Tariff against China will take atleast 5yrs to calm down----
almost all International Manufacturing Co are in the process of moving out of China----
No more "Made In HongKong" in Sept 2020 had just expedite the process-----

Main beneficiary Countries to receive New Investments will be Vietnam, Malaysia, Thailand
Apple is moving Mobile phone to Malaysia & Indonesia thru' Foxconn Taiwan (world largest
mobile phone manufacturer of many brands of smart phones )
Most of the plastic Injection parts will done in Malaysia which will Benefit KPS enormously

I don't think any HSR " stops " will generate as much tourist dollar( Sing) than Melaka ( looking at current HSR stops )

90% of Singaporean using HSR will stop at Melaka for Day Trip. For me it is the Melaka beach
and Restaurant that are going to do extremely well. 1 sing = 3 ringgit----Why go to KL, looks the
same like Singapore. Great opportunity for DPS to develop these area

I think only Peter and Gang are buying snc and leave Dps to kaki goreng. Since snc is approaching
50cents, i think Dps should be racing to join "small brother soon"

For Peter to lock on "expected projects", he needs to raise atleast 500mil within 2--4years period Or else he will miss the opportunity---will not happen again (HSR will come fast if agreed bcos Fed can raise money ) As for Peter who controls 42%, he has to raise 200mil (a tall order)

First thing first, Dps price must raise to 1.0------At 10cents, RI is waste of Time.

Second option is Capital injection from Investors with lands and Cash. See this happen, immediately sailang, don't ask why.

Shahril don't has money to push Sap price but PNB is another story

Correct me if I am wrong, Sap Ipo was around 2.0----PNB has big block here --even with all
the averaging, I think PNB average is still around 1.0

PNB don't know How run a Oil sub-contractor, a Oil Driller, A platform Installer---so PNB just bear with Shahril. Now you see PNB started to nominate Ex-Petronas Big Guns into Sap---Shahril
days are numbered. PNB nominate Ex-Maybank Chairman to realign Sap finances and Shell / Petronas Ex-Director( TanSri Shamsul / Dato Mohd Anuar ) to re-tune Sap projects. I see better
Days aheads as Oil will Rebound due to severe under investments

Current Economic condition needs physical Spending badly----HSR is a very Good One.
Say Fed spends 1.50---2.0 Bil on Ayer Keroh Station including Highway Links. The spin-off in
other economic factor will be 3 or 4 times----Technically about 7 Billion will be dumped into DPS
control area with 3years----alot of money. Peter now is more concerned about how to Inflate DPS
share Value to raise money for future projects----hahahaha----Goreng Time

I see Shahril been Demoted from his CEO position. Sap keep losing money and yet get incredible
remuneration like 70mil

TanSri Megat was the Chairman of MayBank for 8 years. Understand Corporate Governance
very well

TanSri Megat Zaharuddin just nominated himself into Remuneration and nomination Committee board. Basically this a Checkmate to Shahril nominated mai cai/Man from raiding Sap's Coffer to
pay Shahril exorbitant take-home pay----Institutional Buyers will come back, maybe sooner than you thought

On land, new roadworks connecting HSR station to Jonker street (major tourist destination now)
New roads connection to Seremban Highway and North/South Highway

Since Waterfront is going to be built on reclaimed Land, initial job will be foundation works, drainage, piping( M&E), earthworks---easily several billions( will be gradually done). Then there is
marina yacht bays for rich Singaporean and Shanghianese (no mamak store for sure )

If Ayer Keroh HSR station really kick-off, FED will surely spend another billion to built up surrounding infrastructure called economic spin-off. This will really kick-off 100 billion Melaka
Waterfront Economic Zone (no developer wants to spend money on infrastructure )

DPS is smacked right inside this Zone. If Peter cannot find any opportunity, he should retired.
Even KL people like me already makes trip to Melaka to look see, look see

The planned 100billion Melaka Waterfront Economic Zone is most likely between the famous "Jonker Street" and Malacca Submarine Museum. It is going to be a Reclaimed Land and just
next to Jonker Street (Malacca DownTown)...How far Jonker Street to Ayer Keroh HSR Station---
about 20mins twist here twist there( the last time i went down to look at DPS housing project in
Taman Bukit Rambai Putra Project )

So the Big question is how far is DPS Taman Bukit Rambai Putra project from Melaka Waterfront
Economic Zone (100Billion )-----about 3 KM along Sungai Ayer Salak ( you cannot finished one Cigarette )

Looking at closed borders, it is safe to paste 2Q20 results into 3Q. Fixed cost don't changed much
so it looks like 3Q results is around 1.1--1.2 Billion loss....so say there is vaccine available in
4Q20. It is the turning point for AA? We actually have to look at the "wealth factor"-----I see for
every working Malaysia family { almost 100% certain} had their salary Cut by 30%....Atleast 15%
had loss their job by Jan 2021.....maybe a pick-up of 35--40% passengers in 3Q21.

The way i see it Tony, as usual, has severely underestimate 2020 losses. My estimate is 2020
loss plus 1Q21 could easily top 4 Billion......

I think Peter has done above and beyond what is required for 2Q. I only expect around 100K on
the good side. Looking at all the big property Boys, there is so much blood flowing out that you
can paint the whole of KL Red.
Technically the only property market left is the Low cost Housing market( most likely extended to
2022 ) If Peter can announce DPS is developing another Low cost houses project soon, you would most likely see DPS valuation jumps. Another Price Bump tomolo, most likely.
Somehow i see 2021 will be a very Good year to Dps, almost certain Furniture Market will return
back to DPS. Covid has killed 40% of Indonesia and India furniture factories. they compete directly
with DPS. Most of HongKong Furniture factories in China cannot compete Internationally after Sept 2020 with Trump mandate

Dps got 25mil in 1Q20 as receivable----rather High. I think during MCO, build-up Houses cannot
be delivered so it is recorded as receivable. 2Q20 results will reconcile this number and Cash
should revert back to about 10mil and above

Malaysia labor law and foreign workers altitude make it impossible to setup a new factory here.
Every new foreign worker cost RM10,000 to import one and 50% of your new workers will disappeared in one month time bcos they can easily find better paying job somewhere else. So what happen to your import fee....RM10,000

Foshan next to HongKong is China Furniture Manufacturing Capital, almost 40% China furniture
are manufactured here. 70% are owned by HongKong people. The biggest USA buyer is WalMart
(almost $12billion/year----RM50bil ). World biggest Handphone manufacturer, Foxconn (Taiwan)
in Shenzhen is also moving out (maker of I-phone--Apple )

I have so much pain lately bcos of this "Made-In-HongKong" mandate. Half of my China Biz will
be Hit hard. Thinking of moving my Zhuhai Biz to Vietnam soon

Dps furniture Biz should be next Goreng Target. Donald Trump NO more " Made-In-HongKong"
label ( in coming Sept 2020 )will Hit All HongKong Based / manufactured Furniture Biz in GuangDong / Foshan / Zhuhai... target 15--25% Tariff Hit in America. Even Trump loss in November Election, this mandate will be make worst by Democrats considering what Democrats stands for.
For Ten year, most of DPS revenue was generated by Furniture Biz about 25--50mil every quarter.
This is how DPS has such a Huge retained earnings almost 53mil...However good things don't
last, most of Malaysia Based furniture factories started to move to Southern China, Dps revenue
plunged to just 1.5--4 mil every Quarter..

Will China bow to Trump on HongKong, mostly likely Trump will get the finger from China.

Furniture Tariff from Made-In-China will Not resolved. DPS has a very good Chance to capture
back its former Biz. And together with Property.....Its revenue will Triple in 2021

Starts saving enough monies for next Goreng round ( after 3Qr.) DPS share price won't be cheap in Sept but a good goreng pays well