https://www.bbc.com/news/world-asia-china-55794071

This is one of the most significant piece of interview which change the world's view on Xinjiang.

以前中國窮，各國華人每逢中國有災難，都捐錢賑災。華人也都捐錢給中國山區建學校。再之前，寄錢回郷下發展的也不在少數。（中國寧建軍艦都不建學校，奇哉怪也！）

汶川大地震時，慈濟一批訓練有素的救生員徒步進入災區，還自備食水糧食的，確實感人！

今時今日中國稍微富了，其實國民平均收入並沒有提升多少。（一方面，中國的錢很多是圈來的，另一方面，中國輪流投資，錢轉來轉去，所以產生很有錢的錯覺）但許多中國人就跟阿緣一樣，每逢看見別國有災難就莫名其妙的高興起來了。

這是一種病。

跟中文字都不會幾「粒」的老頭子斗嘴沒意思，講點故事吧。 高人們請多多指教！

中國自古以來都是世界經濟總量的頭三名，沒什麼好自豪的。

我讀大學的時候，來了一位清華的客卿老教授。我們也不懂他為什麼老說三年「自然災害」，有那麼重要嗎？

後來懂事了，才知道怎麼回事！原來毛澤東跟阿緣同樣聰明！為了十年內「趕英超美」，讓人民把稻子種得密密麻麻，又把生產工具熔了煉鋼，結果自然是糧食欠收，人民過得水深火熱。地方官為了迎合上級，謊報說大豐收。結果政府抽稅把糧食全部收走了，幾年就餓死了數千萬人（正式估計約三千八百萬人）。

各地民眾想要上京向中央政府匯報實際情形，但地方官派人圍堵，僅信陽一地突破封鎖，抵京匯報當時的國務院副總理習仲勛。習仲勛上報政府，終於解決了當時的災難，但仍被定性為「自然災害」。習仲勛於中國人有莫大功蹟，唯後來被打倒，裝瘋賣傻十六年。（所以習近平八九歲就沒有上學，到二十三四歲變身大學生）

毛製造了「自然災害」後大權旁落。六六年發動文革奪權。文革一開始是到學校宣導，讓學生不上課，到北京天安門見毛。另一些學生就不讀書了去山裡「串連」。學生們變身紅衛兵，到處燒、到處破壞，甚至迫害親生父母者到處都是。中共打江山的開國元帥差不多都被整死了。

後來毛逝世，被臘成像收起來了。鄧小平復出掌權，為撥亂返正，設五、七、九人常委共治天下，設下任期制以制衡過大的權力。鄧改革開放、實行市場經濟，重新與世界接軌（天安門事件是一例外）。

改革開放到了二零一二年，習靠著其父蔭上台。廢任期制，一人獨大，國進民退，東南亞各國輸出「影響力」，越界入印度、日本、菲律賓、馬來西亞、越南領土／海，捉了孫政才（接班人），胡春華（接班人）因健康為由宣佈不接班，與美、英、歐、澳、紐、加、印等國交惡，設國安法違反中英聯合聲明，新彊設「集中營」，在在顯示了中國人再一次的大災難即將來臨。

我們身為馬來西亞華人，大部份都是愛我們國家並且反共的。友族同胞更是對共產黨那一套深痛惡絕。一些人，比如阿緣，年紀大想要尋求一些identity。如果情況許可，阿緣會相信手機、汽車、網絡、飛機、輪船、電腦、火車都是中國人發明的，就如朝鮮人相信漢堡是金正恩父親發明的一樣。

關於華為、新彊、病毒等等，都是有詳細的證據鏈，證人，證據的。我們可以接受理性分析的反駁、對證據的質疑，但卻不接受跳過證據反指控別人的耍流氓。

I want to add more due to the following:

1) outbreak again in Europe.
2) USD strengthening.
3) Harta cheap valuation and low ASP
4) Coming QR
5) Those countries with Chinese vaccines (including us) not likely to suppress the pandemic any time soon. (look at Brazil)

Thanks Gen2

I wonder where is MR. KC Chong.

I mean, as long as what KYY said is legal, let him be. New investors need to go through "blindly follow so-called sifu stage." anyway. At least KYY doesn't charge RM1,000.00.

Sooner or later, serious investor will gather knowledge through learning.

The problem with KYY is he is LCLY! Well, he sure eligible to be LCLY. He missed hundreds of million in Dayang, Supermax, JAKS? Hengyuan? and yet he's still there. I wonder he has other hidden (failure) stories during his years of investments before his blogging age.

I wonder where is Herbert Chua (aka Alan Nga/ (finally I forgot the other name).

Don't be mad, happy investing!

1c interim, silly maybank expect 12.8% yield??!!

Ecoworld geng. EWI so so only

Briefly, Commercial project in Australia handed over, no news in UK still (2nd half for balance of embassy garden is too far away). However, first BtR handed over, looks not very profitable though.

Its a long term play, wait patiently.

Ecoworld geng! EWI so so only.

The international community has developed a system of international laws to avoid war between nations after WWII. And China/CCP is breaking those laws every day.

China/CCP is doing exactly what Germany, Japan was doing during WWII. (More like Germany though)

If the international community doesn't suppress CCP/China now, it will inevitably lead to WWIII. Scarifying a small fraction of trade is a small price to pay.

I would like to praise KYY for his loyalty, really!

Most of the people supported the CCP and China, whenever their safety or wealth being jeopardized, they quickly turnaround and seek justice.

We can find millions of examples of such "betrayal".

I think KYY should go to China to invest.

JinX92, even 50b also no use if margin too low. So many chinese construction companies flooded the market with low pricing.

年年盈利趨低，股息減少，歸根究底，都是阿吉惹的禍啦！

官司多，欠債多，利息多，虧損多，真是「臣妄做不到」呀！

其實目前這行業真困難，中國公司不用賺錢來頂爛價，又遇到那麼多危機，真是辛苦管理層了。

老頭搞了幾十年還是跌倒重來，身家少了一個零、又少了一個零.....。這方面，老頭算是硬漢一名了。

股海無涯，大家都應該多多學習。

我本想，老頭可能這次會輸到完，但如今仍能為市場注入為數不多的活力，算是發揮餘溫（又或是餘威）了！

現在市場游資多，新手多，不久老頭又要老調重彈，翻抄他那幾十年來數次的高光時刻了，敬請期待！

老頭只要不造謠，他怎麼吹我覺得還是OK的。比如說星泉案，老頭說他表親是核算師，帳是真的。又比如說他是舊執行長，知道內情。這類散佈不實消息，那問題可是很嚴重的。

After reading all these comments and insights, I think Kossan may be at risk as it is too lazy to act.

whoisthis, yup. I guess RM2 to RM6. Depends on how fast share price gets there.

Will continue to buy in the next 6 months, until I find another gem.

I pick hib for three main reasons:

1. Strong, well managed company with cheap valuation.

based on what we know now, quarterly EPS of 10c is achievable in foreseeable future.

2. Oil on strong uptrend in the next few years due to lack of exploration during Pandemic. (don't be surprised if it goes beyond all time high of USD147.5 per barrel).

3. Biden said he is going to kill Shale. Then he changed to "no new shale". In the past few years, every time oil hovering around USD60, shale will overproduce which suppresses oil prices. And this time shale overproduce didn't happen for quite some time now.

Q1. Is he friend?

He is a friend, only because his actions are predictable.

Q2. What to do with Supermax?

Still a long term fantastic pick and short-term ding-dong stock.

Q3 (million dollar question). How much $$ KYY got left?

10 million maybe?

Q4. What stock to buy to win back his capital?

Hibiscus?

Ben, well written. observatory, great work.

As I said before, I would divide NPV calculations into three stages, i)supernormal profit level, ii) normal growth level after pandemic (10% maybe), iii) terminal value (5% maybe). Discount, then add back into NPV.

However, now the situation is a bit different from my previous projections. Vaccine's effectiveness surprises us all, what we are seeing is 10% vaccination of population enough to reduce confirmed cases by 80% (because the "multiplier" effect is reduced).

What big 4 needs to do NOW, is to scale back the expansion (which I think they will do so soon).

Oldman misunderstood the meaning of valuation. valuation is to compare between benefits of holding vs price.

Holding a stock is not a bad thing if there is real value in it. No holding power is the real trouble for the old man.

It’s sad to see if oldman force sell again. However, he deserves it because he kills more than he helped.

Wow, confirmed cases in uk +10972, death +258.

HK immigration numbers to Australia also + a lot.

Tomorrow pass 50C.

The saying "Covid-9 virus was found much earlier in Spain,Italy,US" is not true.

Earliest COVID 19 cases in China can be backtracked to August 2019, could even be June 2019.

Spain, Italy etc is like December 19 cases.

Happy CNY everyone. Gong xi fa cai

Yes,rdwidjaya.

Half of wardian is handed over, bal should be reflected in the next QR too.

UK confirmed cases 14104, more importantly is death down to 333.

Confirmed cases in uk continue to go down.

[Even in the most severe region, 10% vaccination can reduce 3/4 of confirmed cases. (reduce the multiplier is magic)]

US dropped under 100k cases for the first time after months.

Now UK has a good trade deal with EU, eradicate COVID in 2-3 months (actually its reduce to minimal numbers), plus HK immigrant coming, 冇得輸！

Daszak said. "People left in a hurry and they left equipment, they left utensils, they left evidence of what was going on, and that's what we looked at."

No, no, no. They didn't left in a hurry. They continued to operate for months and then shut down.

Next two QR expects 200m NP.

In fact last QR already 100m NP, but 77m charges, reduce tax payable, good too.

I understand the jesselton quay project is expected to be completed within the year.

CityPads (the apartment or condo? not so sure what's its called) all sold except 2 units. All commercial units for Airbnb I think. (Let's hope that once its completed tourism back on track) I forgot how many units, 149x2 perhaps??

The GalleryShoppes are for lease only. Once economy back on track next year, maybe co. can bag some income....

Coronavirus confirm cases dropped to less than 20k, vaccines work amazingly.

Well written.

My guess:
1. Same as the author, I think it doesn't apply to TopGlove, because still plenty of free float.
2. This Short Squeeze could bankrupt a few big financial institutions, to be the trigger for the coming economic downturn, in addition to weak economic growth + inflating stock prices.
3. Buckle up.

Good result but not as good as i expected (as always). Margin dropped!! Why?????

Suddenly market excited on EWINT. Done brexit trade deal plus covid fading away in UK.

No RM1.00 no sell.

Short squeeze, Like!

The good news is we have the perfect platform here at i3.

1. What is the estimated free float now?
2. With RSS, they need to cover dividend right? So increasing dividend is just the right tool. Smart boss.
3. SBB, management buy back, etc all good news.

夾空倉！（人無橫財不富）

見證方進新絕招．“夾沽空”態勢已成？

I was hoping the real icon still around, turns out only a daytrader pula.

zzz

哇，老兄說得很公道，讚！

No Supermax and Harta, lol!

Nolah, Jeffery is dumb, not evil. Lol

MoneyMakers, yup, great news.

(I just recovered from IT again, 1st time takes 2 days, 2nd time takes 1 hour, 3rd time takes 1 hour, surprisingly this time takes 1 1/2 day. I guess immunity drops after 8 months.)

Hello guys,

I think AA needs right issue, after right issue i may consider buy in.

Picture no MAS Malindo or small MAS Malindo and no more bloody sucker subsidiaries overseas, Airasia can earn 3b a year. But that's still very very far away.

I would think Airasia can do much better in the last 10 months by just sending parcels and sell 30% of tickets, AA would have avoided financial disaster. I guess TF just getting dumb.

If TF is getting dumb, that's a good thing long run. So far his innovative ideas wasted billions of shareholder's fund and billions of his own money.

http://sbcgroup.com.my/wp-content/uploads/2014/10/Time-To-Unearth-Deep-Value-.pdf

This was done years ago. So adjusted for 1:2 bonus issue, target price RM3.96, divided by 3 = RM1.32??

Eh, why 34b?

Nobody dare to challenge the so-called SOP. In fact wearing a mask is not enough....

Now the Kung Flu is everywhere, unable to be contained already. Scientists need to find out 1. what is the difference between asymptomatic and people who got sick? 2. refine the so-called SOP through analysis of how people got infected.

Luckily we have good vaccines now, otherwise we go extinct before EM get us to MARS.

Well done.

For discussion purpose, my valuation slightly differ on 1) material cost increases 10% m-o-m FY21, 2) ASP increases 30-50% q-o-q. However, the NPV is still within the range.

Well "F". Good Job, keep it up.

No merger and 500m sales in 2 months. Really well done.

You are absolutely right, looking at their working can expose how they try to avoid giving high target price.

Yup, brothers and sisters. JPM BS ASP uncertainty after next quarter is pure lie, deposit taken presell beyond 2021 already.