Zuliana Don’t believe all the beautiful stories here...

This Bat is fully in Bankers CONTROL.
Get it???

Maybe your Uncle lied to you??????

2019 Annual Report, i saw only 4 Banks Holding BAT shares
1) Singapore Central Bank------------------------------830K
2) JP Morgan-----------------------------------------------2.673mil
3) State Street Bank---------------------------------------3.451 mil
4) UBS Ag----------------------------------------------------1.807mil

Singapore Government Holds --------------------------4.725mil

BAT mother holds-------------------------------------------143.76mil
BAT plus 29 biggest shareholders----------------------200.237mil ( out Total 285mil )

My only concerned is JP Morgan but JP got NO call warrant on BAT and very little RSS on
BAT-----However i think JP is playing everyDay ( very small lots traded is a standard use by
JP software )

I found it very Funny why discussion has shifted to 90nm. These are Automobile Circuit.
The circuit lithography for 10nm is widely available using American Machinery---All you need
is a Wafer Foundry. From 10nm to 7nm is major jumps like 5--7years, even Intel the GrandDaddy
of CPU failed to make a Good CPU using 7nm

The market for Budget Smartphone is $ 2 Trillion / year

AMD is making CPU from 7nm----Intel cannot finished any CPU using 7nm. I think it takes
another 2 years before 7nm is widely used. To move from 7nm to 5nm need investment around
$100bil +++ and great technical skill----I think Samsung with limited high end Smartphone
might used 5nm CPU but estimate purchase price per unit is $5000 ( RM20,000 ). Estimate
launch time is Early 2022. I would rather spend 20K on a Brand New Mercedes

I think Silterra is aiming at 10nm---Almost All Budget Smartphone ( Rm2K--3K ) can used

What is missing from Bursa is Foreign Funds. They left bcos there is No Petrol Money. How to
drive the economy with "Tin Kosong---talk only "----I think next Super Bull will Hit around Sept.
2021 where massive Oil cycle kicked off And Dow Jones valuations has arrived "No Buy Zone"
Funds got to find Other Market for Returns. US and EU Cash Hand Out has created a "Massive
Liquidity that has No where to Go in Western Market----Must Hit Asia Market for Sure

The beginning of Oil Super Cycle. Once India (3rd largest Oil Importer) finished vaccination in March 2022, Oil will Hit above $100 atleast for 3--4months like previous Oil surged above 100.---We know Sapnrg Hit RM4.00 in Super Cycle. Since i cannot look into Future, i will ask "Latok Gong" soon.

Usually Not many Call Warrants are actually subscribed unless it is very cheap at initial offering.
If things DonT turn out Good for CW, operator just Stop issuing New ones Or buy back issued
ones. This forced conversion rate to be Much higher than Mother price. (surging mother is
always a big, big headache for Operator---but they can reduce losses by diversified into many
"Different" stock CW to reduce Risk ) Bank do report "loss" from stock exposure

From previous observations, Banker will fight to control Mother price if within 20% range. But in
TopGlove case( also Bat case )Bankers will buy back warrants And start sapu Mother at Cheap
price by giving low, low Tp....When they are done "sapu..ing" . they will suddenly give High
TP like in Glove Counters----20, 30, 40 suddenly 80, 90.

https://www.theedgemarkets.com/article/cgscimb-cuts-bat-target-price-rm1853-rm2188

This CIMB Tp in Oct 2019 (pre-pandemic ) same Quarter as 2020. The price falls short and
depressed by Covid and lately operation by Call Warrant operators.

Any way 1Q21 will blow this Tp away like Dust.

Lets Break Vivocom record surge-----15 days RM2.0......Dnex 15 days ----2.50 / 3.0

almost 90% sure Fatt Cai Monday----Just hope to get enough Sleep for next 2 Days---MahJong
Kaki and Stock Goreng Master--- all in for major Discussion

Maybe we can get 10cents dividend this Quarter.----The share shrinkage of Cenbond has taken
too long to complete ( should be finished by now ) The extra Cash should return back to KPS.
Although accounting wise Nothing will change but the extra Cash can be Distributed back
to us as Dividend. KPS didnt give any Dividend last Round----lets hope 10cents this Quarter

As I said before, if Dnex fly high into CNY, usually a Rocket is attached to its Back on Monday.
My memory is not so Good at this, but when Khazanah acquired Silterra there was intention to
list Silterra at RM5.0

Cigarrette was 10% Tax ----30years ago. Vape is 10% tax in 2021----How explosive was Cigs
20years ago----Same as Vape Demand in 2021----Bankers Nuts are shrinking Daily---Call Warrant
Closing, they are throwing every Negative things in But i think it will End Up as Glove Counters.
Next Qr Bankers will said "50" no choice

Just blow water " money is your to decide "

Average Malay youth spends about RM100 on Vape per month( lowest estimate ) There are more
than 1 million Vape users ( excluding Chinese + Indian ). So per Quarter is 300mil Sales, if BAT
capture 50% market , addition of 150mil to Sales-----Very Hard to see why 50cents dividend is
NOT possible. OR RM50 by year End

Thailand rate is just 0.50% So Thailand Bank FD should be around 1.00%. Malaysia should
lower to 1% with FD at 1.25--1.35%------Even BAT price at RM20 (with 83cents dividend), you
are still at 4.15%----Of course that doesnt including a 30% increased stock price ( say you bought
at 10 )

At the peak of Pandemic, Bat still makes money and give Dividend. In Good Times, you will be
rewarded many times Over

KYO demand jumps more than 15% in 4Q And illegal Cigs drops by 20% ( Indo Covid blocks
many shipments ---- I heard this from Shipping agents )---Guess Estimate BAT Sales should
increase in proportional Numbers

somo1 A tall order to fill. The later may materialize but the former maybe hard to come by.
10/02/2021 9:35 AM

I marked down this comment as a reference.

If you look price before opening, parking price is 10.22. If nobody buys, price will stay at 10.22. Reason is that there is hardly Any sellers. But after Opening, Banker will come in to Sell down
to 13.00 with only very little shares-----Anyway Bat need foreign Funds And most important
Quarter Results with Huge Dividend!!!!!

https://finance.yahoo.com/news/china-urges-chipmakers-allocate-more-081705694.html

MPI has about 210--250m shares---same as BAT....RM37 for MPI.....RM50 for BAT( not a over
statement. After all Bat was 70 before while MPI is now peak at 37 since listing )

my call 4Q20 revenue up 30%.----1Q21 revenue will blow Call warrant Banker to Holland

call warrant banker defending

Iris goreng for 6 months. Up 250%. Give or Take Dnex goreng up 1300% from 30cents----I think
reasonable given shortage of Chips like Shortage of surgical Glove LAST year

Flying High before entering CNY. Attached rocket after CNY---nothing to do beside Mahjong

PP price flying up from 20C to 22C now 30C.....my feeling next Pp will start from 1.00

Why German and foxconn bid for Silterra doesnt need further explanation. Foxconn has RM700B
revenue---build a Wafer Fab is like snapping fingers---But production must met with Demand
or shortages----Look at TopGlove, average selling price is 3X but Production Volume remains
about the same.----Profit Runs in Billions

You cannot build a wafer Fab any where you want ( like Glove Factory beside longKang also can)
Location must Not has EarthQuake----The circuit connection for 10nm on wafer is
0.000010 mm thick ( normal hair is 0.08 ) Most Chinese wafer from start to actual production needs
5 years

8inch is 200mm Silterra Wafer

https://finance.yahoo.com/news/asian-chipmakers-rush-boost-production-083127322.html

Taiwan boost 8inch Wafer to support shortages in Auto Chip...

One of main reason Silterra is Not making money Or Not enough Job is bcos Khazanah hired
Bumi Engineer that Cannot speak Mandarin. How to communicate with Chinese Buyer Or
Engineer even though Chinese Jobs is way above the Roof------Most westerners prefer Korean
Taiwanese Or Japanese Wafer factory

Foxconn is the Black Horse. Foxconn used Chinese 200mm wafer for All its smartphone Chips.
As a matter of fact, i believe Dnex Chinese Partner already making appointment to See Foxconn
Boss

Remember when Iris received NiiS, price started to fall then Plunged.
When Dnex received Silterra News, price when up 30%-----Tomolo is a Good day

I also think between March--June 2022, Oil price will spike to 85--100 bcos India says it will
achieve atleast 90% complete vaccination around that period (India is 3rd largest Oil importer )
So Dnex must complete Ping acquisition by June 2021 to enjoy a massive spike in Oil Profit

If you check back Ping Crude extraction Cost---US$ 20 / barrel-----I believe End 2021, Oil will
be at 65--70 average----So for every barrel, Dnex will make US$ 50 ( king ransom )

I think if Dnex wins Silterra, Dnex will receive Wafer order from Foxconn which will send to Carsem
(MPI ) for IC manufacturing for its smartphones. 200mm wafer is a Older design but it is a standard
size used by Chinese Manufacturer----Foxconn is really a Black Horse. I think Foxconn factor can
Triple Dnex valuation if Dnex wins Silterra.------RM2---3 possible.

nothing meaningful in this forum. Bcos Individual Price Exit strategy range is too wide....from 3cents to 100cents. Without a reputable Tp from Banker, the argument goes on till opening
Bell Tomolo

Hard to get Good dividend for Glove Stock. All 3 Big Glove counters are heavy on building factories
Last year Top dividend stock ( MayBank, Genting & Nestle ) will be blown away in 2021..

Most likely BAT (cigarette--Allow to Sell Vape ) and Bauto ( another 6 months no Sale Tax ) will offer Better Dividend in 2021

Not much different between Full LockDown and MCO. People got to Eat. Currently most people
are minimising Travel outside----Previous Full lock-Down saw Iris & Co flying thru the Roof---
sit at home nothing to do, just Goreng.

90cents by Friday 29/1/21

Two limit-up next week smooth All guess work

The Pie is big enough. Lets make Dnex RM2.00 Before CNY

17/2/21 will be the beginning of a Massive Rally to 50.0---Might take a year, i am not complaining

Biotrend may have Sold Houses worth 40mil ( Houses as part payment for Bkt Rambai Project )
10mil for 92mil PP---still got another 30mil for Peter to Goreng

Furthermore, there is no "UMA kacau from Bursa"----Bcos Dnex buying Ping and Silterra announcement

The amount of Free Cash (in ikan Bilis Hand ) in Bursa is limited. So with Only one counter to
Goreng ---all the free Cash will Rush In----you got a explosion

Vivocom just painted a Big Picture with 1.0bil investment (Goreng all the way to 2.0 ) Dnex
investment is atleast 1.50bil ( Ping plus Silterra )

There is No other "goreng stock" approaching cny except Dnex....Dnex Another "Vivocom in
Making "-----all the way to 2.00

Silterra plus Ping should Revaluate Dnex's new TP