https://www.theedgemarkets.com/article/wz-satu-set-go-network-facilities-services-proposed-citaglobal-injection

https://www.google.com.my/amp/s/amp-news.cnyes.com/news/id/4728831

Hon Hai Tech Day 2021.10.18

Looking forward to potential collaboration and deals between Foxconn and Dnex

https://www.theedgemarkets.com/article/china-injects-us186-billion-banking-system-during-evergrande-crisis

鸿海S事业群在电动车用半导体的发展 “Electric vehicle semiconductor development in Hon Hai “ 13 Sept 2021
(Link:https://youtu.be/CF7zdS1tjns)

Speaker: Dr.Bob Chen Wei Ming
VP of Hon Hai Technology
Head of Semiconductor Business Group

Something to watch in one’s free time.

….在马来西亚透过策略合作有一个可运用的八寸厂… ( and an 8-inch fab in Silterra Malaysia ) There is a slight difference of the Chinese and English subtitles in YouTube, and how the chairman said it himself.

It was said in between 17.45 - 17.55

Importance of silicone carbide in EV
“...Secondly, let’s look at these compound semiconductors , especially silicon carbide. Currently, one electric vehicle now uses about 60 silicon carbide components, and a six-inch silicon carbide wafer can be used to create less than 500 pieces. This means that a six-inch wafer can be translated into around 8 vehicles, so the demands are far greater than supply....”

Hon Hai Chairman explained why they bought macronix fab in august 2021
“...Here are three main problems in the EV industry. The first is that the charging time of electric vehicles is too long, the second is inadequate mileage, and finally electric vehicles are more expensive than petrol cars. We have been striving to resolve these three major issues. If wee look at the entire EV cost structure, batteries contribute to 30 to 40% of the cost, and the other 30% is related to semiconductors. Nearly 30% to 40% of the semiconductors are closely related to power devices. Therefore, we have been exploring the semiconductor technologies needed to solve the three major EV problems.

After research, we learned that Silicon Carbide will be a very important solution to these problems. That is why we bought Macronix’s wafer fab in August this year. In fact, we bought this six-inch fab for Silicon Carbide. Although this six-inch fab does not make silicon carbide. Still we can convert it to do Silicon Carbide through our new investment...”

Role of Silterra in Hon Hai Global 3+3 Strategy
“... This fab(macronix) is mainly for R&D and small volume production. Obviously its capacity is only 15,000 pieces per month, which is apparently not enough. In the future, mass production will be done in other ways. Therefore, in terms of semiconductors, we bought Macronix’s six-inch fab in August 2021, and we have an eight-inch fab in Fukuyama, and an eight-inch fab in SIlTerra, Malaysia. This means that we have a 6-inch fab and two 8-inch fabs, which will all target power, RF, and CIS applications. Though these capacity preparations help our EV customers will no longer have capacity issues...”

Excerpts extracted from the subtitles in Hon Hai’s official YouTube channel interview with Hon Hai’s Chairman (full interview link:https://www.youtube.com/watch?v=hyFYZ3j3rTk )

Dear valued clients,

I received many emails and whatsapp that "I am helping Mr K to push shares".
I want to tell you that the above statement is not true.
It is a faked and falsed assumption you have all the time ... I repeat ...

Mr K tells me to recommend LeonFB and help him to spread the news on LeonFB to all my subscribers.
I recommend LeonFB is not due to Mr K, I recommend LeonFB because the fundamental of LeonFB is very good.

Mr K behind my back is selling LeonFB while I am promoting all steel stocks.
I do not mind he sells LeonFB quietly, I am very disappointed with him after he sold LeonFB, he talked bad about LeonFB and all steel stocks.

He knows that I am promoting all steel stocks, he condemns all steel stocks now to attack me.

Due to his ego, he had lost a lot of money.

If he had listened to me on the following stocks, he would have saved a lot of money.
Jaks > 200 million.
Dayang > 100 million + profit > 100 million.
I told him to take profit on Dayang around 3.00, he attacked me back instead due to his ego problem.

I promote all steel stocks, He attacked me indirectly to show the world he is better than me.
It is his ego problem.
Unfortunately he lost to me all the times.

Time will tell who is better ?

I have brokeaway from him long time ago and I will run far ... far ... away from this man.

You can cheat some people some of the time,
You can cheat all the people some of the time,
You cannot cheat all the people all the time.
Quoted from John F. Kennedy.

Please do not think that I am related to this man again.
I have brokeaway from this man long time ago and I will run far ... far ... away from this man ... I repeat ...

I am a honest person, I am a small fry in the stock market.
I cannot and I do not have money to push up the share price.
I buy and hold stocks for 3 months to a year to win big.

Please clear your doubt on me and help me to spread this news to the outside world to clear my good name.
Quote !!
I received many emails and whatsapp that "I am helping Mr K to push shares".
I want to tell you that the above statement is not true.
It is a faked and falsed assumption you have all the time ... I repeat ...
Unquote !!

Thank you.
Ooi
寧可天下人負我, 休教我負天下人
*For sharing only, the below are from OTB he shared to the public forum .

….Based on its estimate, Maybank IB in its latest regional plantation report said the proposed export tax will raise the net increment receipts of upstream planters by US$5-US$80 (RM20.80-RM333.30) per tonne and integrated planters by US$5-US$72 (RM20.80-RM299.90) per tonne when the CPO price trades between US$695 (RM2, 895) and US$1, 020 (RM4, 249) per tonne….

https://www.thestar.com.my/business/business-news/2021/06/25/indonesias-lower-cpo-export-levy-beneficiaries

….Upstream oil palm planters and integrated plantation companies with operations in Indonesia are poised to be prime beneficiaries of the republic’s proposal to reduce its palm oil export levies.

Analysts said that overall, these players will get to enjoy higher net receipts from the potential imposition of lower export levies.

Maybank Investment Bank (Maybank IB), which has a positive call on the plantation sector, said local planters under its coverage such as TSH Resources Bhd, Genting Plantations Bhd, Kuala Lumpur Kepong Bhd and Sime Darby Plantation Bhd (pic below) are potential beneficiaries, given their sizeable exposure in Indonesia….

https://www.cnbcindonesia.com/news/20210622125017-4-255032/tarif-pungutan-ekspor-cpo-diturunkan-pengusaha-sawit-happy

Tarif Pungutan Ekspor CPO Diturunkan, Pengusaha Sawit Happy
Anisatul Umah, CNBC Indonesia
NEWS 22 June 2021

……"PMK (Peraturan Menteri Keuangan) sedang direvisi dan bisa terbit secepatnya pada Juni ini, seharusnya lebih cepat. Mungkin tinggal proses harmonisasi dan penerapan saja," kata Sri Mulyani, saat konferensi pers APBN Kita Edisi Juni 2021, Senin (21/06/2021).

Dia pun mengatakan, dengan penurunan tarif ekspor CPO ini, produsen sawit bisa berinvestasi atau meningkatkan kapasitas produksinya, sehingga bisa menyerap tenaga kerja semakin besar.

"Penurunan levy (pungutan ekspor) ini diharapkan memberikan ruang gerak perusahaan untuk berinvestasi atau meningkatkan kapasitas produksi, sehingga menyerap tenaga kerja tambahan," tuturnya.

Menurutnya, penurunan tarif ini penting, terutama di kala pemerintah ingin memulihkan ekonomi lebih cepat.

"Ini penting di saat pemerintah ingin pemulihan ekonomi berjalan lebih cepat," ujarnya.

Seperti diketahui, pada 3 Desember 2020 lalu Menteri Keuangan baru saja menerbitkan PMK No 191/PMK.05/2020 tentang Perubahan Atas Peraturan Menteri Keuangan No.57/PMK.05/2020 tentang Tarif Layanan Badan Layanan Umum Badan Pengelola Dana Perkebunan Kelapa Sawit Pada Kementerian Keuangan. PMK tersebut baru berlaku sejak tujuh hari setelah peraturan ini terbit atau sejak 10 Desember 2020 lalu.

Namun, baru enam bulan berjalan, Menteri Keuangan akan mengubahnya kembali…..


Detail explanation from Indonesia’ perspective.

https://www.google.com.my/amp/s/mobile.reuters.com/article/amp/idUSKCN2DX0GT

Indonesia to change crude palm oil export levy system "soon" - official

(Reuters) - Indonesia will change its crude palm oil export levy system "soon", Eddy Abdurrachman, the chief executive the government body in charge of collecting palm oil levies (BPDB), told Reuters on Monday.

Indonesian authorities have been weighing up for months whether to cut the crude palm oil (CPO) export levy, which has been at its highest level for five months in a row, hurting demand.

"The finance ministry regulation is still being processed, I can't confirm when it will take effect," Eddy said by text message.

21 June 2021

https://www.spglobal.com/platts/en/market-insights/latest-news/agriculture/062121-indonesia-to-cut-crude-palm-oil-export-levy-to-175mt-sources

*The export levy on CPO is currently $255/mt… Indonesia's finance ministry has announced that the maximum export levy on crude palm oil will be reduced to $175/mt when palm prices exceed $1,000/mt, sources told S&P Global Platts….*

21 June 2021

https://tv9news.com/agriculture/indonesia-steps-on-the-pedal-to-export-more-palm-oil-to-india-30949.html

"....The Indonesian authorities have plans to slash the export levy by $100 per tonne. The export levy is actually to fund the bio-diesel programme in the archipelagic republic. No formal announcement has been made but it is being said that could happen by the last week of May 2021...."
"Publish Date - 9:32 pm, Fri, 21 May 21"

https://www.spglobal.com/platts/en/market-insights/latest-news/agriculture/052021-palm-oil-buying-interest-slows-as-trade-awaits-indonesia-export-levy-decision-sources

According to trade sources, a $100/mt cut in the export levy has been proposed and may be announced in the coming weeks. However, there is no official announcement yet.

https://www.edgeprop.my/content/1759785/rubber-glove-manufacturing-mah-sing-bank-automation?wref=edgemarkets

That should help with cost-effectiveness, compared with existing players where 60% to 70% are older machines with slower speeds,” Leong added. He said the factory will have “minimal to no human intervention” during manufacture.

With “state-of-the-art automation and the right volume”, Leong said Mah Sing will be able to “compete effectively against the more established players”.

- nov 2020

https://www.accessdata.fda.gov/scripts/cdrh/cfdocs/cfRL/rl.cfm

Establishment Registration & Device Listing: MAH SING HEALTHCARE SDN BHD MALAYSIA
Polymer Patient Examination Glove - MS Glove
Latex Patient Examination Glove - MS Glove

7. Ordinary Resolution 7 (ARBB)
Description Proposed renewal of authority for the Company to purchase its own shares
Result Accepted

EXCEL FORCE MSC BERHAD ("EFORCE" or "THE COMPANY")
- PROPOSED RENEWAL OF AUTHORITY FOR EFORCE TO PURCHASE ITS OWN ORDINARY SHARES ("PROPOSED RENEWAL OF SHARE BUY-BACK AUTHORITY")

"Currently, the businesses under the Censof group thrive on internet and data and providng that solutions to our large customer base from Malaysia right to Hong Kong.

Therefore, Microsoft's commitment to establish a data center region in Malaysia, is important as we at Censor would be able to drive the cost for hosting our software-as-a-service applications down and these savings can be transferred to our customers.

The data center region in Malaysia also enables more data centers to be certified by Chief Government Security Office (CGSO) so that Government data can still be kept within Malaysia. Censof as a prominent technology provider, will be able to provide true cloud hosting to smaller Government agencies and Micro SME at a very competitive pricing.

I view Microsoft's data center region in Malaysia as a way of Microsoft empowering Malaysia to realize our vision and capabilities to lead the region's digital transformation. The positive spill-over or impact can be seen not just in the e-commerce industry but will widely benefit and influence how other industries operate their businesses for the future.

Businesses from various industry will achieve productivity in planning, jobs creation, maximizing the use of their available data and also meeting the evolving consumers needs efficiently"

Ameer Bin Shaik Mydin
Group Managing Director Censof Holdings Bhd
Extracted from 2:31:05 - 2:32:34 "Empowering Malaysia's Inclusive Digital Economy" Microsoft APAC

https://www.youtube.com/watch?v=seS2Pz2t4_s&t=9155s

https://www.theedgemarkets.com/article/gentingbacked-biotech-firmnasdaq-co-combination-deadline-extension-sought

https://www.youtube.com/watch?v=rx1NMeiIF-8&t=894s

Aside from the amazing architectural review regarding the aetas project, if you skipped to 14:55 he mentioned that “.... the premium units, the penthouse, garden units all are sold out....” (video uploaded 10 apr), which implied that the aetas damansara has received positive buying interest from affluent customers, and could reflect on the next Q.

https://www.theedgemarkets.com/article/govt-looking-extend-home-ownership-campaign-till-year-end-zuraida

Qr out finally

https://www.kwongwah.com.my/?p=968553

https://www.theedgemarkets.com/article/scientex-deliver-50000-affordable-homes-2028

https://www.google.com.my/amp/s/amp.scmp.com/tech/tech-war/article/3124174/us-china-tech-war-us-senate-said-be-mulling-us30-billion-funding

https://www.google.com.my/amp/s/amp.scmp.com/tech/tech-war/article/3124174/us-china-tech-war-us-senate-said-be-mulling-us30-billion-funding

https://www.theedgemarkets.com/article/ants-malaysian-ewallet-venture-cimb-talks-raise-us150m-—-sources

Malaysia in final stage of talks with Covid-19 vaccine manufacturers

https://www.thestar.com.my/aseanplus/aseanplus-news/2020/11/16/malaysia-in-final-stage-of-talks-with-covid-19-vaccine-manufacturers

sold half yesterday before closing, anticipate today would retrace abit and collect cheap, now end up need to buy back higher haha dumb dumb hold now, uptrend lai liao

RSI drop to 26 jun level ( around 52 ), rebound most likely in next week

https://www.nst.com.my/world/world/2020/07/608654/moderna-covid-19-vaccine-enters-final-stage-trial-month

Imho, moderna currently at phase 3, there are five phases in clinical trial, average time for completing all five phases clinical trials take 7 years, which means it still take certain amount of time to complete phase 4 and 5 regardless how fast they expedite it.

Pm