bought myeg at 84.5sen

added more ekovest at 34.5sen

sold off balance vis at 71-71.5sen

building up momentum

sold back 69-70sen

Likewise, in Singapre, if Data center wish to get Green certification, center need to source electricity from renewal energy and paid additional premium traffic rate on top of normal Singapore traffic rate SGD31.82. YTLP have given pilot quota to supply 100MW green energy export from Malaysia to Singapore. Another Singapore power supplier, Keppel Eletric secure mandate to import renewal energy from Loas.

Consumers who opt for Green Electricity Tariff (GET) Programme subscriptions will pay:

1. Normal tariff as per the Tariff Schedule + The premium GET rate of 3.7 sen/kWh

The ADDITIONAL premium 3.7sen/kWh payment collected from GET programme will be channeled to Malaysian Electricity Supply Industry Trust Account (MESITA) to support the implementation of national renewable energy agenda and initiatives.

Electricity generated by renewable energy is not supplied to a specific home or business. When you subscribe to GET, TNB will match 100% of your subscription of GET from TNB renewable energy instead of using energy from natural gas or coal-fired power plants. This green energy enters the electric system daily and reduces the amount of energy needed from fossil-fuel based power plants. As more consumers subscribe to GET, the amount of fossil fuel purchases can decrease.

The resources for producing electricity for the purpose of the GET Programme will be from the renewable energy resources as determined and approved by the Energy Commission from time to time.

With the implementation of the GET Programme, the consumers will have an option to purchase green energy without having to install their own solar rooftop or other renewable energy installations.

Consumers enrolled in the GET Programme will receive the Malaysian Renewable Energy Certificate (mREC) which is recognized internationally at the end of each year

Subscribing to GET means that supporting environmentally friendly and green agenda such as to meet your sustainable targets through offsetting electricity’s carbon emission, and boost “eco-friendly” brand image.
In addition, you are supporting growth of the renewable energy industries and reduce reliant on gas or coal-fired power plants.

Remark: Malaysia Data Center, like TM if wan to opt for Green Data Center will have to subscribe GET from TNB, and pay premium traffic rate on top of normal traffic rate in order to get green certification.

Malaysia’s Energy Commission Suruhanjaya Tenaga (ST) has shortlisted bidders, read winners, for its large scale solar (LSS) round 4 or LSS 4, selecting a total of 823.06 MW in total bids. Launched in June 2020, the LSS 4 round offered to contract 1 GW AC solar power capacity in Peninsular Malaysia (see Malaysia Launches 1 GW Solar Tender).

According to the list released by ST, it has shortlisted 323.06 MW under package 1 for projects within 10 MW to 30 MW range. For this category, the accepted tariff range was discovered as RM 0.1850 per kWh to RM 0.2481 per kWh.

Another 500 MW was selected under package 2 for plant capacity of 30 MW to 50 MW with all projects shortlisted having 50 MW capacity each. Tariffs offered for this category ranged between RM 0.1768 per kWh to RM 0.1970 per kWh

Remark: The current tariff price for Singapore is 31.82 cents per kWh (incl. GST) (1 October - 31 December 2022). These is equivalent RM 1.01 perkwh. YTLP have given mandate to pilot supply 100MW from its Kulai solar farm to transmit solar power to Singapore. The profit is too fat to ignore , 500% higher traffic rate than LSS4 to supply solar power from Malaysia to Singapore.

bought back all YTLP at 71.5-72sen

add more msc at 1.55-1.56

today cut loss on jaks at 23.5-24sen, swap to add more msc

Beware, the new warrant only have 3 year validity instead of usual 5 year. It is shorter than masteel warrant and at higher exercise price.

just added all margin line to jaks, all at 24.5sen

If right issue with free warrant is to top up any shortfall from accumulated dividend to exercise addditional 10% stake in Vietname, then is good call. Vietname 30% profit become 40% is indeed good investment. The only setback is all exiting warraant, WB and WC will become white paper due to expire date approaching.

The most important thing is jaks able to record increasinng profit forward. The local loss makinng construction already at tail end, and early next year come with new stream of long term income from 50MW solar plant

10% private placement is still better than right issue or free incentive share to director.

bought jaks at 24.5sen

sold back lionind-wa at 11-12sen

TA is bullish

US chip sunction on China will prompt China to accelerate semiconductor development. China is working on a more than 1 trillion yuan support package for its semiconductor industry, in a major step towards self-sufficiency in chips. Demand of tin in China semiconductor industry will be booming, future of tin is bright

Oversold alrdy, should rebound soon

Alrdy sold all at 3.40

Use all balance capital, add more ekovest at 36sen

When stock he pick perfrom well, he will claim he take out all his FD to buy big and reap million profit. But, when he stock doest perfrom, he then will claim he only buy small or use profit to buy only, can afford bear total loss without risk bankrupt at all.....spining clown

The biggest sin he commit is ask subcribers to cut other under perfrom stock, all sailang to hengyuan as he tag hengyuan as BIG wining stock capable to recoup back all loss, but ending is miserable, subcriber loss become even bigger lost..... pity

Growth stock propel by upcoming DUKE 3 + RTS contract

bought vis at 61sen

bought uchitech at 3.32-3.33

The impact on special dividend already price in. After ex-date, stock will adjust back lower. Cash out first

Accumulating more MSC at 1.59-1.61

entitle free warrant, wait foor listing to unlock profit

sold back lionind at 35-35.5sen

sold all at 49sen

DUKE 3 on track for completion by Mar 2023

Demand for tin is rigid and growing supported by future energy transition and green technologies, particularly in solar panels and EVs

HSR will revive and Bandar Malaysia will reinstate as HRS hub to connect Thailand-KL-Singapore. The extension will in line with current line build by China in Thailand

https://mothership.sg/2022/12/msian-transport-minister-urge-investigate-hsr/

Yesterday also bought Ekovest at 36sen

Cut masteel today at 38.5sen, free up capital

added balance capital to Paramount at 75-75.5sen

:D)

China Byd atto 3, EV car today enter into Malaysia market.

The more China EV car, invade Japanese fossil fuel car/ hybrids car market share, decreasing trend in petrol fuel demand soon

bought more MSC at 1.62-1.63

sold back timecom at 4.81-4.83

Net cash per share is 35sen/share, after payout 6.5sen dividend, Maybulk still is cash rich company with net cash 28sen or 65% of market capitalization.

Tin = proxy to semiconductor

bought maybulk at 42.5sen

Under national security concern, many country is expanding semiconductor capacity, integrated and localized supply chain to meet each demand rather than depending on import and abort centralize on Taiwan/korean.

Tin demand will increasing to meet global decentralize and expanding semiconductor

Special dividend 12sen should be announced by these month and payment next month Jan 2023, likely before CNY :D)

China tin price is recovering in tandem with reopening economy.