When they missed the boat, Banker throws a tantrum. So RSS only benefit the Rich

Bankers RSS Velesto to stop advances (underwear pulling}. Second highest RSS after TopGlove

I think Sap Qr is Good. Wah Seong QoQ jumps 100%. WaSe job is mostly wrapping Bitumen
protective layer onto Sea Going pipings

First in Public packaging Industry---10% QoQ------Good for CenBond
Impressive QoQ growth for Aluminium sheet manufacturer--Alcom (makes aluminium sheet(metal stampings for Electronics Gadget)----almost 600% growth QoQ (Plastic Injection and Metal
Stampings Demand goes Hand in Hand )

If you look at BAT revenue falls, it become apparent that a Huge market segment has shfited
preference. Instead of blaming themselves (management missing the Trend ) BAT hits illegal
Market instead which is NOT even their Market but it become a convenient since JTI published
its 62.4% illegal Cigs Survey. The Real Trend is Urban Malay Youth has shifted preference which
has a Legal Cig market Size of 60%---------They shifted to VAPE

Anyway, Those bought at 10.00 will really Benefit in Capital Gain as BAT has finally shifting to
VAPE and HNB in 2021. If you look at Legal Cig Market size based on BAT revenue, it is
apparent price can Hit back to 70 with the same Market Size in 2010--15 ( excluding Illegal Cigs
from Indonesia meant for low wages workers )

I am Not very convince that 12Bil Cigs (total Cig consumed by Malaysians) is a correct number.
BAT, Philips, JTI controls almost 90% of All Legal Cigs in Malaysia.
Aneka Karya Jaya, Golden Glode, Aktif Warni, Tai Chong Tobacco & Hiap Seng Trading Controls
the Low ends Cigs------So how Illegal Cigs can Hit 62.4%----Rather Strange Number??

However if you look at 10million Illegal Workers from All Over South East Asia are Here, then
the Number Do Changed. Technically there all More Illegal Worker smokers than Malaysian inside
Malaysia.

But these illegal worker smokers can only afford RM5 / packet Cig bcos of their LOW Salary.
However when JTI do the computation, It has included a Market size that Cannot afford Legal
Cig price ( almost useless survey ----62.4% illegal Cigs )

Why BAT keeps its propaganda? Lets put it this Way, If Gov keep stealing Foods from Tobacco
Industry's Dinner plate ( thru Heavy Taxes ) at some point they would scream ( Gov promise
to Hit Illegal Cigs but keep sitting on his Hands ) The Real BAT intention is forced Gov to Reduce
Taxes Or as one senator puts it ----RM8 / Packet for KYO-----The Cheap Market (RM5) is Below BAT production Cost. I donT think BAT wants it

Tomolo I am just guessing, the Vol. might be within 500--650m but the price could move higher
and faster. The reason is Dnex got only 850m in ikan Bilis Hand. Fund Managers might have
sapu all ikan Bilis sellers Today

Institution buyers are moving in 12 months Bet.----Vol hitting 380mil faster than Sap

When India returns back to growth together USA, demand of Oil will shoot to $100 somewhere
in 9--12months. Demand of Velesto drilling Rigs will results in massive increase in Bid price for its service. This is how Velesto price increase to 3.80 when Oil hit 120

If this is Not foreign buying, i donT know who has so much money

foxconn (subsidiary) has received a US$ 270mil investment approval from Vietnam to manufacture LapTop last year. Revenue should more than US$1B. CPI should expand Vietnam first

I pity Censof, sold 200mil due margin call at 10--11cents. I think today Vol will be Higher than
previous 1 bil. There is No overbought if One Foreign fund follows another buyings. Like previous
1B vol. it would takes atleast one week for Local boys to Digest.
I really underestimate the strength of foreign buying

https://oilprice.com/Energy/Oil-Prices/Is-This-Oil-Rally-The-Start-Of-Something-Much-Bigger.html

PING------ Black Gold Mine

Need to push back to 30cents

Chances it is PNB's buying heavily today

Friday we should know whether it is PNB's buying a few hundreds million shares this last 2 days

KPS 1Q (+5.974m)---2Q( -11.90m)---3Q (+23.5m)....KPS has jumped from 12m loss in 2Q to 23m
profit in 3rd Qr-------35m Jumps. All bcos Demand for LapTop and WIFI flew-off the Roof in 3Q20

Check MPI (Carsem--IC manufacturers) is RM38----I have not seen MPI at 38 since it was listed.
I bought at Rm7.50 a few years back when i saw Quek Len Chan started buying.
IC demand / average selling price is flying off the Roof. You really expect KPS electronics
Plastic injection average selling price ----flat

Last Qr. makes 23mil....how can 4Q with no locked down makes less than 23mil with Surging
Electronics Demand

Till date KPS makes 26m for 2020. If 4Q, KPS makes 30mil, it should able to payout 5cents
dividend based on 50% payout ratio. Therefore Cenbond share shrinkage should help to
raised dividend to 10cents

Thanks for yr reassurance. I have enough instant Coffe ready

This Sap horse is very strong. Anyway my average also this price. Now hoping 30cents.

Dnex is like Tesla ( people Bet on future ). Tesla lost about 1 billion every 6month for 3 years
in a Row. Yet look at current price

announcement made after securing 5% of NOSH

Hahaha. yes, but you must Bet first. I think BAT CW of any Bankers are Not Hotstuff. Very few
actual Buyers. What i saw Daily Bankers are not interested to Defend like CIMB C2(31 Mar ex date bcos very little Call Warrant Sold.

Some how i believe Mac will push price up before June to Sell Call Warrant then push down
again----My estimate Up price is around 18 to attract Buyers

*****Gtrade be careful,Macquerie the short seller says buy******

Mac actually got Call warrant Due in Aug 2021. However Nobody is Buying its Call Warrant----
If Mac short BAT, the he cannot Sell Any Call Warrant.

If believe current selling is Real----from EPF ( last lots---saw comments in some articles ) That is
the reasons price cannot drop below 13 ( even epf donT want to sell at a terrible loss )

omega Pending the local big funds KWSP, KWAP, PNB, AMANAH RAYA, PELABURAN MARA to join the Top 30
15/02/2021 1:29 PM

So far Not even One of the Above Funds holds any Dnex before Silterra announcement. Still
got second half to come ( 1st half 760mil ). Afternoon no Mahjong, enjoy with surging Dnex first

wow...really complete turnover of ikan bilis holdings. Both epf and kwsp can sapu 500mil, so
780mil is nothing. The "Mainland Chinese Buying effect " will only come after 15th CNY Or
1 March (2nd wave )----still playing Mahjong like Me

3 nights of mahjong, i could hardly open my eyes. Anyway i going back to sleep. Wake me up
when it is RM3.0

Today T+2, Big Seller But even Bigger Buyers came in---Maybe EPF and KWSP, they always
want to control unique Industries from Gov GLC

Very Big Boys rushing in.---10mins (136mil )

Look at AirAsia you would know. Tony bought AirAsia( from Gov) for RM1.0 and turn it into
biggest Budget Airline in Asia.

I asked my Director's son who works in Carsem( MPI ) on how he thinks about Silterra.
Straight forward answer---9 to 5 job and alot of wastage. How to make money?? Maybe Dnex
bought a "GoldMine" without knowing it. Silterra can be very profitable like Carsem

40% cut workers already in News. ----mainly in Japan. In Japan, HNB is gaining strong momentum
and JTI missed to Lead. "Heat Not Burn" is next big things in Malaysia soon. BAT already got a
foothold.
https://www.grandviewresearch.com/industry-analysis/heat-not-burn-market

We donT know for sure in 30yrs time, Green energy can replace 50% of Oil requirement for
heavy Industrials usage. We cannot even make high quality steel Bar unless certain Coal is
used. Alot of uncertanities, Experts give too much Hype bcos they are paid to say so (from solar
panel manufacturer and wind Mill generator factory and some 14yrs Old running around and claim
they canT breathe )

If I removed Censof, 30 biggest Holders should be holding 43.88%. Out-off 1988mil shares, ikan
Bilis holds about 872.33mil shares. If EPF and KWSP comes in next week and took 500mil shares,
there is not much left in the market ( both epf & kwsp got zero or little shares )

Of course you must allocate shares for 20 Taiko and 5000 ikan Bilis (rather small piranha judging
on Thursday last meal )---In Vivocom case, epf and kwsp are Not interested----You have also
allocate some "space" for Bejing Taiko on whether they want a stake.

All-In- All, the pie is getting smaller if Epf & kwsp want to share the PIE

However they are people who invest little by little Over a very long period for retirement on Good
Company and Good earning-----The reward is Beyond any financial Instrument in the market
can Offer----But it takes very, very Time

Vivocom started at 45cents on 28 Oct and ended at 2.00 16 Nov 2020---Nothing is impossible.
Vivo surged bcos Oct has only Goreng Stock so everybody rush into it. What Vivo offer? nothing
much----just a share contraction from 2 cents( yes it is correct ) to 50 cents And management
"promise One Billion contract which i didnT see will come soon )

Stock market is about Greed, Hopes, and Manipulation----I believe Dow Jones is even worst

You can never replaced 90nm bcos of the power requirement. You cannot have a High Power
output to speaker unless you used a powerful operational Amplifier

The above processors should be in landfill by now. However 90nm is widely used for almost all
Discreet IC, Operation Amplifiers----You open up a Computer circuit Board, beside the CPU,
the rest of the rectangular Black IC are most made from 90nm ( cheap and widely available )

Although the Biz JV Biz plan is declared, i still cannot figure out the profit margin yet. However
Dnex got another Black Horse.----Ping (this i can figure out the profit margin ) After talking to
a few Singapore Oil agent, i believe Oil might spike to $100++(again maybe for a few month ).
The period is around March --July 2022 where India finished vaccination about 70-80% of its
population. India 3rd largest Oil importer. Ping oil extraction cost $20 / barrel---You can figure
out the profit Margin already.

In 2021, BAT price appreciation is guarantee better than Maybank. Maybank price is falling
while BAT price is on a Uptrend. Another Cut in Rate by 0.25% in March will see Maybank
downgrade again----I am not very sure Maybank dividend can Hit 7%. But i will Bet to the last penny BAT dividend will surge next Quarter

Is EPF and KWSP entering Monday ??????

The Only wafer Fab in Malaysia. Most likely the highest Tech Stock in Malaysia.
JV with CHINA Co. has produced some very impressive SUV in Malaysia---X70 and lately X50

I think Epf and Kwsp decision has finalised these few Days----If Vol Hit 500mil Monday, EPF and
Kwsp sure in---Why wait till you see financial number to Buy---maybe price already Hit PE--50.
Ikan Bilis cannot wait and would made dnex the next Vivocom 2-----15days to RM2.50---3.00

If EPF wants to buy back 14mil shares from 85mil held be Ikan Bilis, this will cause a Mad rush
to the finish line bcos other Foreign Funds also want to Buy-----Hello, EU and USA almost zero
or Below Zero FD rate

I count the word "Fund" in 9 investors except HongLeong, the rest are all Foreign entity.
I think after 4Q20 results, next week the "Fund" will upgrade and starts Buying----as the saying
always goes " BAT never depends on Local Boys buying power "

sunbird...Didnt see Aberdeen ( can check list on page 240 AR2019 ----2020 Not Out )

AberDeen sold some, maybe Volume too small to be included in Top 30 list.......

Saw one " Yap Ah Fatt " Maybe Kapitan Yap Ah Loy Grand Son--------holding 1.6mil

Vanguard Emerging Market Stock used BAT as Index Stock----Maybe BAT will be included
"again" in Bursa Top 10 if price breached 25.00

Estimate for every $1 increase in Oil price, Malaysia collects RM300mil----At $100 / barrel, Malaysia can collect RM 48 billion. Put this 48bil into economy, it will has a multiplying effect of 5 Or 240 billion---Every things will fly off the Roof

Let see Monday Volume? I have a feeling sellers on 9 / 10 Feb which close to 700mil are
absorbed by Very Big Fish Or ikan Bilis with 2 mouths. With half of Dnex shares locked Up,
any Volume above 200mil will create a Limit-Up on Monday----I am going to top-Up my Instant
Coffee and Nancho Chips and also fixed / check my Chair ( any massive movement might cracked

Left 85mil shares( held by Ikan Bilis ) are Not enough to feed One Big Fund from USA