what is cloud services? It is just a giant memory storage bank install on the Ground ( cloud is just marketing
gimmick )---My last count there are 10 data Bank in Malaysia ( Google is just one of them ) Competition
is very stiff so margin is very small-----so many sui yee

Hair-Cut first propose is 100% then 80%, then 60% Now 50% going to court for a Vote----50% Hair-Cut if
approved will CUT debt interest by 100M ( still alot ) e.g for this Qr without forex loss---Net profit will be 245M

SapNrg
NTA why improve 4 sen any1 noticed?
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that is why you have look at the cash-flow( spend more time on results data )---Once SapMov is confirmed
sold---NTA will improve further--- once more cash flow in. I believe forex loss remains High in 4Q however
i believe Drilling will continue to generate more revenue ( take note Drilling is recording loss bcos of high
depreciation---Seadrill bought at high price, nothing management can do )----I think 4Q is about the
same as 3Q however forex loss will be lower therefore Net profit should be slightly higher

Upgrade price to 5.5 --8sens

Very Good Qr.---As I said 100 profit possible----Vow operating profit 347m-----Forex Loss Cut off 100M

this, the Corporate Debt Restructuring Committee (“CDRC”) extended the standstill
period for the Company and its relevant subsidiaries, up to 10 March 2025. The
Group is currently drafting a proposed restructuring scheme (“PRS”) which will be
voted upon by creditors during a court-convened meeting.
_____________________________________
As release by media, the moving parts are actually foreign Banks refused to take a "Hair-Cut ". So
management is going to used the Court to forced " foreign Bank to accept a Vote among themselve "

Sap holdings shares initially belongs to Shahril Father but transfer to his son(s)---Shahril Father actually announce
Publicly that he wants Back the Shares ( I think serious Family problems ----no further comment from me)

Management didnT used Forex gain / loss in recognising Net profit so you see little impact ( QoQ. But higher ringgit will surely low profit ( a certain extend only ) bcos Contracts are in US$---However if ringgit trend is strong
management can always hedge against spare parts ( drill Bits, piping and even salary in Thailand & Vietnam )

today SAP results should be released---public holiday 26 / 9???????

https://oilprice.com/Latest-Energy-News/World-News/OPEC-Says-Phasing-Out-Oil-Is-Just-A-Fantasy.html
_______________________________________________
EU forcing others developing countries to go Green has suddenly losses All its teeth bcos BRICS suddenly
formed----BRICS are saying United Nations can kiss "my ass" on Climate policy. To pass ANY UN policy,
you need only EU and USA( total control ), now we have United BRICS council ( i coined this name ) controlling 59% of World trade

foreign buying, local quite----last round foreign selling, maybe different group started buying velesto again

1.70 is Highest since listing as OSKH, turn very bullish if breach 1.70 again

i think BN will go alone in GE16, bail-out SAP is important as 95% vendors are UMNO member

2023 BN agm, SAP vendors have a serious discussion with Zahid---I think 1.5B is for Vendors only But, anwar
has to "hide" this money ( not to look like bail-out )

India is switching to Soya Oil bcos palm Oil is more expensive ( no thanks to RM strengthening ) I think RM
will strength further as USA keep cutting Rate-----Palm Oil not laku until China comes back from recession,
donT see turn-around in China in 6 months time

So is Super better alternative??? Again No in next 3 years---I think Super will suffer losses in Start-Up USA plant.
Even though Super said they will use more advance machinery and no Cheap Bangla BUT, always big but
bcos Blue collars Technician ( normally Union member ) are Hard to get and not cheap ( about $30 / hr )
So Super will send their Malaysian skill technicians to US plant? Also not cheap bcos salary compensation,
Housing for spouse and Children---My experience it is about RM30,000 per month

if Trump wins in just 2 months from today than 100% import tax on BRICS countries---if Kamala wins (import
Tax on BRICS ??? Depends on economic advisor to Kamala. Is USA going to surrender US$ dominance--Big NO

if you are a small contra player, Dont touch SAP---you never win. I know the few Commercial Remisiers
controlling price after much digging. Small fish or normal remisier max. buy/sell volume is just 500K per bid
these big fish can buy/sell 5M per bid ( they can close any Hole in just one bid---how can you win )

A well executed Trap always awesome to watch

my guess if without impairment cost---there will be a net profit mainly comes from strengthening of ringgit
bcos SAP loan are in US$ ( 10billion ) Operating Expenses and finance cost will Drop--- DonT think revenue will exceed 1.1Bil
So expectation is around 100mil profit ( if God approves---hahaha )

https://theedgemalaysia.com/node/725303
Confirmed 3rd Malaysia Port Carey Island----PKNS TaiKo ( KPS restructuring Construction Entity to capitalise )

my bet tomolo is another crying day

even Gtronics is Hit by IDSS suspension

bloody trap

long term holder should dump atleast 50% and wait who is next US president bcos Trump announced in
yesterday Rally he will impose BRCIS countries 100% import Tax---A clear indication De-dollarisation has
serious implication to USA ----Bear in mind EU will join Trump meaning 70% TopGlove Biz will be impacted

Maybe OshK is the biggest supplier of Cables in Malaysia. Getting Big is one things but matching Demand
is very difficult. The timing is just perfect. Massive demand comes from Data Centre and Malaysia has been
very strict on Imported Cables ( Dumping quality) esp. China ones ( always not 100% pure Cables )

strong ringgit is Not Good for exporting. Good for foreign funds seeking refuge in Malaysia Bond, now expect
return more than 7%

Powell got 5% rate to play---if Powell cut more than 2% from Sept to 2025, funds will be pouring out of Dow
( a strong recession in USA is confirmed ) Once US$ is partly replaced by BRICS money, it is very, very Hard
for US economy. Why? from my trading experience----We pay Western Banks for "SWIFT" transfer ( US$)
they makes maybe 5--4 Trillion a years----First to Go( US Banks )

You believe Janet Yellen----It like Musang telling you, It doesnT like Durian

I just wonder how nuclear can replace Oil and Gas----If i tell my mom I just strap a Nuclear Engine on my Old
Proton, she will faint

MACC against YTL Com is a political move---Muhyiddin award Bestari---if MACC dig real Deep, they will
"find" something as usual---just be patience and let all news out

Universal Cable, based in Kuching, primarily manufactures and sells telecommunication and power cables. The company was placed under liquidation on May 15 this year.
Olympic Cable, meanwhile, produces a wide range of cables, including copper, aluminum, fire-resistant, solar DC, fiber optic and transmission cables.
________________________________________
Liquidates assets worth 146mil OLH buys for 85mil ( with RHB 15sen Dividend )---I think OLH aims is major
supplier for Data Cables for Data Center---Universal Cable should capture Data Center Cables But too Bad
in Liquidation----so fat profit flows into OLH hands

YTL boss is Mahathir maicai-----surely anwar no eye see

my friend went in to catch some "plastic knives" early morning ( what he thought )---Now in ICU

Ekovest is One con artist---

fox-con India plant is also not moving ( fox latest news is ---going back to China--no idea what going on )
Fox-con plant in China ( many suicide ) is basically Hard Labour operation----Indian cannot tahan ( sure mogok )

Looks like NIISE has been postpone indefinitely---Insider stops talking

A Big Bumi Co in trouble has different "wayang" from normal commercial Co like AA Group. Tony comes out
proposal like listing in Dow, Sell AA brand name, now sell a pn17 asset to sister Co ( no money )---
What news come out of SAP---always someone coming out with Big Bag of Cash to Help!!!

I think PM reshuffled Petronas 2 and 3 Top postions recently is to give some breathing space to Sap. Most
Top SAP contractors have attended lastest UMNO meeting putting alot political pressure on Zahid

Electronics / EMS are cyclical stock ( max 2years cycle --- it turns )

Malaysia population 33 mil----Thailand 72mil---Vietnam 99mil---Indonesia 283mil---Bangladesh 173mil---
Malaysia CAN export Oil bcos of population Size. Thai, Vietnam, Indo, Bangla All has coastal Oil Deposit
but their Oil exploration is way behind Malaysia in Size bcos their Economy just Exploded at the same
time as China ( 2000--2020 ). ( Malaysia Oil exploration date back in 1960 )
Population dictates Oil consumption--Thailand & Vietnam are pumping hundreds of million to Find Oil---
You really think Velesto has to depend on Petronas ---By the way Thailand pays more for Velesto Rigs than
Petronas

New PNB ceo should be making a announcement in Sept----already 2 months "Hand-On" on SAP problems

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3478776
_____________________________

Dissolving KPS-HCM, I like this move. KPS now can JV with much Big Property Co to take Mega project with
PKNS and Selangor Gov backing----Port Pulau Carey ( 200billion )

from now until 3Q25, results will be stable & predictable-----when forward guidance is Clear, buying from
foreigner and Institution will be consistent-----upgrade coming

I saw Tony when his troop was promoting SANTAN to MAS----He look so Old compare 2 years ago

Still wants Silterra to make a profit---That is the reason Khazannh Sold Silterra ( 10years Loss 100mil )

dividend is just 1 qr of one sen---still very low but i hope next qr increase to half of one sen

Dividend still 0.025---Rate increase to $115 still 😂

stockraider
Insas will beat Osk share price soon loh!
_________________
I think bet place in Jan 2024 ( both stock around 87sen )

nearly all Co. cooked Books, whether it is 80%, 60, 40 or Serba's ways fully cooked