The business environment here is worrying. In the coming years, EWINT will still be my main hedge.

From the outset of course it’s a favourable deal.

Yet to study the details, 27 pages. My sunday job.

No, no, no, you had said Xingquan, Dayang, JAKS better.

And I bet you hold more Xingquan in terms of number of shares more than any other shares.

中國水果一公斤二元八角人民幣已經算是好價格了，到有一天我們和中國一樣生意都經過層層加價被壟斷時，人民就會活在水深火熱之中。

中國約一半的稅收去中央，而中央對民生卻是沒有義務的。於是中央的錢就可以建戰艦做炮彈去玩war game，對世界是多少的危險呀！

譚嗣同先生百年前說得對：「幸而中國之兵不强也，向使海军如英、法，陆军如俄、德，恃以逞其残贼，岂直君主之祸愈不可思议，而彼白人焉，红人焉，黑人焉，棕色人焉，将为准噶尔，欲尚存瞧类焉得乎？故东西各国之压制中国，天宜使之，所以曲用其仁爱，至于极致也。中国不知感，乃欲以挟忿寻仇为务，多见其不量，而自窒其生矣。」

目前丁丁想要忽悠中國，左右逢源。可惜加速師依舊會迫得各國聯合起來，包括我國。

KYY, don't be afraid Xi will arrest you for market manipulation. You must sacrifices yourself for what you believe in. Don't sacrifices us for what you believe in.

Muyhiddin is doing so well. Just fire Azmin and we will all vote for you.

No no no, they are going to own us. You oldman just go back to China, we are happy here.

Fair and good research.

This Chow and Lim are so naive. I mean you must see who your opponents are!!!!

Muyhiddin and Khairy are MU and Chow act like Kampung baru soccer team, how to fight?

probability: " science le...trojan horse is your papa & mama conditioning of yourself to be biased on gwailou... "

Trojan Horse means the things that you thought is good but it will kill you instead. I don't know what you papa and mama thought you by the way.

For that i mean China Vaccines.

ahbah: "Which vaccine got no blood clot, hearth, death effect ? Thanks."

You asked the wrong question.

In anything, we should aim for the highest percentage of success anyway we could. For example, you play basketball. If you shoot from end to end, there is still a chance you will score. But you still try to get to as close to the basket as possible then shoot, holding everything else constant.

The challenge about china vaccines is not just protection. On the surface, 1. about 3% efficacy after first jab. 2. after 2nd jab, about 20%. 3. after 2 months of 2nd jab, maybe 50%.

This doesn't match with the fact that, for example Turkey, after vaccination begins, cases risen 10 times from 6,000 to 60k then back to 10k. Still more cases compare to before the vaccination begins.

The only exception (took China vaccines) seems to be UAE, where cases gradually coming down since vaccination.

A lot of people, including presidents from various countries, claimed they got covid-19 after 1st jab.

Luckily for malaysia, all reporters took china vaccines (and they know how it felt). That's going to decide our future.

Beware of the Trojan horse.

I wonder gloveharicut sold too?

It has been a good ride.

Now its a long term pick.

Yesterday I heard one china lady (married to a local here i think) said she wishes half of american death in the pandemic.

How to cooperate if CCP very happy when other people suffers?

Nice presentation.

Very good long term pick.

Sad today is record high again worldwide confirmed cases.

Coming two weeks will be worse until more vaccines come into working.

For supermax the night is still young.

KYY is the champion always, for losing the most money in the last few years.

Bursa should give you a trophy.

Glove stocks rebounding because,

i) global confirmed cases all time high. (its a sad thing though). In the coming two to three weeks, cases will surpass one million a day. Until such time China vaccines (finally) effective, cases will start to drop.

ii) note that this round of the pandemic is different: hot weather no longer stopping the virus, it gets into younger people, the implications is serious.

iii) a strong USD!! There are still exporters afterall.

iv) cheap valuations, Supermax prospective PE only 3!!! Harta maybe 5 only.

v) very good management. Don't be surprised if you see 5 billion in Supermax's bank account.


Soon we will hear CY22 gloves all sold.

Buy buy buy!!!!

Someday we gather a group of writers to tell the stories of KYY in each of his adventures:

I write Xinquan,
someone writes Dayang,
someone writes Supermax,
someone writes JAKS.....

then publish as a book.

須知什麼是眾怒難犯！

OTB will have my respect if he is still holding.

ks55, yeah, my china masks printed with "Made in Taiwan".

China has no brand power, at all.

老頭此乃黔驢之技。

Say something.

I will continue to buy for a while.

However, apparently those countries which took Chinese vaccines cases started to drop. It took few months for it to have any effect. Sooo noob but better than failure.

So I think RM7 is easy, but RM11 (in a few months) remains a question.

就像馬斯克，技術上而言，無論Tesla、Neuralink、Starlink、Boring Co.、SpaceX基本上每一步都是走對的。可能技術優勢沒有那麼明顯的只有Solar City了。

以從商而言，台積電每一步都走對了，而其它英特爾、三星等走錯一步都浪費幾年了。

中國則走錯了一大步，一晃就是二十年過去了。

別的公司想要追趕台積電，目前看來唯一可能只有等台積電犯錯了。

You are right.

Feed and raw material getting more and more expenses.

However, the cost pressure and difficulty in conducting business will make everybody in the supply chain suffers.

Nice result.

中肯！

"CHICKEN PRICES SKY-HIGH DUE TO A 40% INCREASE OF CHICKEN FEEDSTOCK, FGV GOT PALM KERNAL CAKE "

This is your title mah. What you talk other things leh?

Hi, Calvin.

I don't know if it happens to every area of the country but they seems to have ND issue.

Feed prices has increased around 20%, and still increasing, but at a slower pace.

Again, common sense please. If chicken die early how can they eat all the feed/PKC?

At the same time, increasing feed prices reduce volume, smaller players got phased out. How to eat more PKC?

We observe price hike in everything and breaks record. I think Crude oil will break USD147.50 too, given time.

Chicken, eggs, PKC or whatever prices increased but it is due to cost pressure + huge demand. Every entity along the supply chain is suffering instead, rather than happily earning more $$.

Fyi, PKC more or less 5% in feed only. Government intend to make PKC 60% in feed through fermentation, doesn't look like a success to me.

KYY is like the Japanese who supported Pearl attack or the German who supported attack on Poland.

Cruel, so cruel.

Thanks i3lurker, you are so smart.

Buy buy buy.

I think attack 2.0 may be coming. Its the red vaccine.

Move ahead of market.....

Congratulations! Guys!!!!

舉個例子，全世界都用公斤來計算重量。突然間中國說憑什麼要用公斤來測重，要求全世界「尊重中國」，要全世界用斤來測重。國際社會又怎麼會答應呢？

為了避免紛爭（戰爭），唯有中國自個兒用斤來測吧。也就是脫勾囉！中國完全有權利那麼做。

cutie, I hate to repeat myself, but....since you ask politely,

1. STRONG dollar. (corrected)

2. global confirmed cases rising.

3. vaccination progress will be a problem, one thing is China vaccine is mixed together with other vaccines which likely to mess up progress.

4. cheap valuation of the company, lagging ASP etc. Fantastic company also.

5. mutation of the virus. I am NOT saying those new strains. I AM saying hot weather doesn't seem to suppress the virus anymore, and also the virus has got into younger people like school children.

The stock will only go up when market realize some of the above, what we do is always move ahead of others. That's the challenge of investing.
06/04/2021 1:51 AM

Eagle_T, GimEng, thanks.

Looks like sales slow due to lockdown, slow slow wait loh.

tyxxp bloody noob shit.

In stock market, if you really can make money, why take money from newbies? Newbies starts with very little capital, still need to feed bloody noob shit sifu tuition fees.

Calvin and the dollar guy, see the sarawak plantation's FFB has dropped from 30k ton to 20k ton, consistently going down and the drop is severe and continuous.

(I am the only one in the world to suggest to experts, it was due to lack of sunshine and forced plants and pollinating insects into "hybernation." )

Hi Calvin, again (I said it last time), CPO price up up up doesn't equal more profit for oil palm companies.

Again, you should just buy FCPO rather than oil palm companies stocks.

This is because FFB Yield has dropped drastically due to weather.

(I got some oil palm estates too. I abandoned few years ago due to high cost. Now is a good time to sell the estates though. )

I wish I can see some smart management figure out how to combat the unfavourable weather conditions now and in the coming years, but such management doesn't exist in Malaysia.

Good luck anyway.

Buy buy buy.
定過抬油！

假博士，講廢話。

As I said before quite some time ago, only RI can save Airasia.

After RI i will buy in.

I wonder what is the implications of negative NTA? Anyone kindly elaborate?

When I entered TG last time, I saw lots of smart investors here.

Better wait until I see some handsome faces......

qqq3333, I don't like falungong too.

But falungong is everywhere now. 大紀元、新唐人、文昭、大宇、神韻（nice music though）etc etc,
明居正 I wasn't so sure.

In China, falungong are nice people. My friend got sick in China and suddenly all nice people send him to hospital and care for him. Turn out they're all falungong.

In the early years I read 《法輪大法》，can't stand the language。Same as Xi, 小學程度。

The method falungong is against traditional QiGong principles, that's why many 走火入魔。Over the years they must have corrected it, so now its more like aerobic rather than QiGong.

CharlesT, better don't talk about COVID lah.

I used to visit China a lot. Now scare. During M's time, I was afraid if M suddenly comment something on XinJiang, I risk being captured as a Malaysian.

My next visit to China maybe after 2035, after Xi is retired or China getting better. Sad though.

Over the last few years, so many possible debris found, but are we doing anything to collect them?

被迫拿回來的那幾件有著明確的記認，「局住收」！

Junichiro.

MH370, that's a long story. But I will say this briefly.

There were stories made up, US, blah blah blah, but none is comply with the evidence. (not enough fuel, not enough time, too far can't see, blah blah blah, all the stories doesn't make senselah)

The keys are:

1. The transponder on the plane is not working for 1 hour. This points to serious mechanical malfunctions and then the system reboot.
IT WAS AN ACCIDENT.

2. Where is the plane? The heroic pilot likely to have sacrificed himself before the plane was crashed. (1 engine run out first and the second run out later) From 33k feet, the plane spiral down and crashed into pieces. Everyone died.
IT WAS A TRAGEDY.

What should be done is to collect the pieces of suspected items found at beaches around the world, but could that be done? And when we will have a government willing to do so?

MH17's investigation report is done, and we have a pretty good idea of what has happened. But are we chasing after the suspects? (fyi, NO!!!! They don't really give a shit!!!!)

Our (Cina) ministers all pura pura only. Only good guy is Hishamuddin. Most of the work was done by him.

CharlesT, no lah. Not Taiwan.

Would like to visit Taiwan once the pandemic is over though.

No CharlesT, you missed the point.

1. I did say I respect 習仲勛，鄧小平（controversial to some people），I think 李克強 is fine. But If Li stand up more often, maybe he will be in trouble.

2. I also explained the problems with China's system and its moving backward now. When there was check and balances in the 30 years before Xi (1979-2012), it wasn't so bad.

3. I did say Xi's problem, because of his under-education and personality problem and scare of death, blah blah blah.

4. From history we know, whenever China is closed, everything collapse. Now China is closing and enemy to the free world. If anyone cannot see that and still think China is growing strong, should go invest in China and not here.

5. From perspective, CCP is repeating what Germany and Japan did 70 years ago. And that's very very bad.
CharlesT, you like Nazi?