Dear OTB

Every strategy have its strength and weakness. The higher odds than probability can be achieved through your analysis on technical point of view + >30 year stock investment experience + fundamental studied as underlying base + business sense on IPP (e.g Jaks). Keep up your good job in helping your subscriber to better manage their stock portfolio, your sincerely and honestly cannot be value on mere subscription cost 1k.

Dear reloy

It is no fair to OTB to judge him on change tone on stock pick. These is because OTB already disclaim that his method is technical come first, fundamental second. Exactly due to these method, the technical is influence by daily news and momentum keep change in response market sentiment, oil and stock market all fluctuate on daily basis, therefore, OTB have studies thoroughly technical chart and try to extract these information based on technical point of view and on short term basis.

bought back jaks at 96sen

Portfolio cut all myeg at 97.5sen, deleverage all margin line. Cut loss first, to re-enter later on weakness

Leverage all margin, all to myeg at 1.00

bought all myeg at RM 1.00

Locked all profit already, now portfolio in full cash position and deleverage margin line back to nil.

sold off all jaks at 89sen-89.5sen, lock all profit first

Italy reported the slowest rise of new deaths in two weeks on Sunday. France and Spain – two other European centers for the virus – also reported a deceleration in new deaths

On Sunday, 24774 new cases and 1151 new deaths in the United States, lower than Saturday 34196 new cases and 1330 new deaths.. The state of New York, which leads the nation with about 122,000 positive cases, on Sunday reported 594 new coronavirus deaths, or a decrease from the 630 reported on Saturday.

4805 new cases and 681 new deaths in Italy. The number of patients hospitalized in intensive care has declined for the first time since the beginning of the epidemic in Italy

The target of bringing down the reproductive number (R0) to 1 has been reached. Now the goal is to bring it below 1. Earlier in the epidemic, it was as high as 3. This value represents the average number of people to which a single infected person will transmit the virus. An epidemic with a reproductive number below 1 will gradually disappear

An estimated 30,000 lives have been saved as an effect of the lockdown measures, according to Istituto Superiore di Sanità (ISS).

Remark: US lockdown is 2 week behind Italy, therefore, US will heading peak level in next 2 week before subside alike Italy today now.

Unit 2 now at final stage for chemical cleaning.

公示发布日期：2020-03-27 公示期截止日期：2020-03-29
公示内容：
中国能源建设集团安徽电力建设第二工程有限公司，就越南海阳#2机组化学清洗施工工程项目通过邀请招标方式进行采购，按规定程序进行了开标、评标、定标，
现就本次采购的中标结果公布如下：
一、采购人名称：中国能源建设集团安徽电力建设第二工程有限公司
二、采购项目名称：越南海阳#2机组化学清洗施工工程
采购项目编号：APCC2-GC-YNHY-2-2020-001
三、采购项目内容：
四、开标时间：
五、成交信息
标段:#2机组化学清洗施工工程 中标人：广东科林化学清洗有限公司 金额：1200000.00元
六、联系事项：采购人联系人： 联系电话：

Fully focus on jaks with all buyback jaks and full leverage up margin at 85.5-86sen, fully concentrate back on jaks

Good clinical trial outcome on covid Vaccine

https://www.chinapress.com.my/20200403/%e2%97%a4%e5%85%a8%e7%90%83%e5%a4%a7%e6%b5%81%e8%a1%8c%e2%97%a2-%e9%a6%96%e6%89%b9%e7%96%ab%e8%8b%97%e7%bb%93%e6%9e%9c%e5%85%ac%e5%b8%83-%e5%bf%97%e6%84%bf%e8%80%85%e5%8f%8c%e8%82%ba%e7%ba%b9%e7%90%86/

Leverage all margin too, all at 85.5sen

Bought back all jaks at 85.5sen

cut myeg at 95.5-96sen

sold back cypark at 80.5-81.5sen

sold back at 40-40.5sen

sold back mudajaya at 24sen

sold all jaks at 88.5-90sen

Technically, Jaks already turning bullish sign.

Jaks recover is accompany with huge surge in volume, its solid marked up phase.

Jaks have manage to stand above EMA 20, very very very good sign for recovery

President Donald Trump has highlighted remdesivir as a promising anti-COVID-19 treatment, and the World Health Organization labeled it as “the most promising” antiviral during the early days of the outbreak. But its effectiveness won’t be known until a slate of clinical trials reads out, with the first expected from China in the coming weeks.

The first outcome of clinical trial will release by these week. Stay tune

leverage on balance margin, bought back mudajaya at 23-23.5sen

Although Trump using model to predict covid death toll at least 100k to 240k, BUT, IF the death toll significant below level, e.g. 30k, (many drug
have proven effective treatment), market and trump will claim is VICTORY against covid virus. These is market physiological if thing happen below worse scenario, then is consider good outcome.

leverage on margin, buyback jtiasa at 38.5sen

If covid have effective treatment, these spread deadly virus threat will reduce in US.

https://www.fiercepharma.com/pharma/white-house-asks-fda-to-approve-fujifilm-s-avigan-for-covid-19-should-agency-follow

leverage on margin, buyback cypark at 78-79sen

leverage on margin, buyback myeg at 96.5sen

1 Oct 2019 - 21 mac 2020, The flu death in US is 24k to 62k, much much higher than covid virus

https://www.cdc.gov/flu/about/burden/preliminary-in-season-estimates.htm

Dear OTB

Thanks, portfolio decided to all in again jaks at 81.5-82sen now

OTB Hng 33,

According to US official records, there are > 650,000 Americans died of Flu in a year.
100k death is part of average 650,000 death a year.

Thank you.
01/04/2020 10:54 PM

No dividend declare, portfolio have clear all previous kps stake at 35-37sen, cash out

Money cannot buy life....even billion.....what more for rich US people care for other than life! If US toll death is estimate at least 100k by their own President Trump, it mean something terrible thing threaten life is real happening, it can be anyone surrounding. 'I want every American to be prepared for the hard days that lie ahead. We're going to go through a very tough two week' Such atmosphere is so uncertainty......

Afraid to buyback now as US death toll is expected to getting worse in next 2 week. Trump even estimate AT LEAST 100k death toll even with full medical intervention and prevention....cannot imaging how will market response when US death toll pass 10k, 20k, 50k till 100k, US market sentiment will greatly affected.

These may prompt Malaysia gov to extend further lock down time....better stay sideline for next 2 week, stay on full cash holding in portfolio before re-enter back.

Trump project at least 100k US death toll even with full medical intervention and prevention. These toll death if compared to current death toll in US 4k is still very far fro getting worse......


....no reason to be optimistic now, sell on strength, keep all cash in portfolio first.

https://www.washingtonpost.com/world/2020/04/01/coronavirus-latest-news/

clear all previous holding, keep all cash

sold more cypark at 82sen

sold back myeg at 1.01

sold back all jaks at 82-82.5sen

DK66

Noted, if Vietnam is facing severe shortage power supply, any source of power will be in demanding, thus all power plant need to run at full capacity to generate power.

Dear DK66

May I know whether or not if there is any impact on coal price on Jaks power plant? The coal price is now in half price compared a year ago, US34/tonne. I know Jaks IPP is just responsible to generate power, while EVN is responsible to supply power to household, business etc to collect elecfirticty charge. However, as the source of power come from many alternative such as hydro, solar, gas etc, is there an option available for EVN to increase supply from coal power fire against other source, demanding cheaper coal fire power can increase utilization rate of coal power plant capacity usage, which in turn can increase Jaks power profit right?

Jaks share price today successful standing 76sen, EMA10, is good sign for further recovery. These have promptly portfolio to buyback at 76sen in late afternoon session despite sold in morning session. Retain back Jaks in portfolio as largest stake. In comparison, Jaks share price still laggard far behind, still have room for recovery next to above EMA 20, 86sen.

The worse of worldwide Covid virus spread risk should be now under control with introduction of rapid test kit by US biotech, Abbott diagnostic and Malaysia, Myeg + Chinese biomedical firm, both is test kit already get FDA approval. These affordable and fast test kit can now widely available to detect infected people much early, therefore, prevent spreading risk.


1. Abbott Laboratories announced Friday that the FDA approved the emergency use of its new Abbott ID NOW COVID-19 test, which can deliver positive test results for the novel coronavirus in five minutes and negative results in 13min.

2. According to MyEG said the test kit, developed by an unnamed "reputable" Chinese biomedical company, has been approved by the FDA under a policy to accelerate detection and diagnosis during public health emergencies.

"The authorisation by the FDA for the test kits is in addition to the European CE mark, which certifies conformity with health, safety, and environmental protection standards, obtained earlier," it said in a statement today.

"The acceptance of the test kits worldwide, including in major regions like the US and Europe, is timely amid growing acknowledgement worldwide of the need for faster and more widespread detection capacities in the fight to contain the spread of the virus," MyEG added.

The company said the test kit enables early detection of the Covid-19 virus by detecting the presence of antibodies from blood samples which are taken through finger-pricking.

MyEG claimed that the kit can generate results on the spot within minutes, without having to send the samples to external diagnostic laboratories.

https://klse.i3investor.com/files/my/blog/img/bl6203_copy_of_copy_of_copy_of_copy_of_colorful_hexagon_mind_map_3.png

According to MyEG said the test kit, developed by an unnamed "reputable" Chinese biomedical company, has been approved by the FDA under a policy to accelerate detection and diagnosis during public health emergencies.

"The authorisation by the FDA for the test kits is in addition to the European CE mark, which certifies conformity with health, safety, and environmental protection standards, obtained earlier," it said in a statement today.

"The acceptance of the test kits worldwide, including in major regions like the US and Europe, is timely amid growing acknowledgement worldwide of the need for faster and more widespread detection capacities in the fight to contain the spread of the virus," MyEG added.

The company said the test kit enables early detection of the Covid-19 virus by detecting the presence of antibodies from blood samples which are taken through finger-pricking.

MyEG claimed that the kit can generate results on the spot within minutes, without having to send the samples to external diagnostic laboratories.

bought bsck jaks at 76sen

bought myeg at 96sen

Cut all jaks at 75-75.5sen
Cut all jaks-wb at 50-52sen

sold back some cypark at 76sen