There are more than 1 Trillion Ringgit siting in HK waiting for Jack Ma Ant Group IPO just 2 month
ago---many Funds has gone somewhere

around 38--40, BAT is overbought. However I donT know to draw the line between Overbought Or underbought when my Banker told me there are 400 billion (ringgit ) of HOT money parking in HK and Singapore ready for action. Just like TopGlove, when local Bankers said TP 15, foreign
Funds said TP 80.
400Bil just represent 6-7% of Hedge Fund money in Dow Jones---I consider DW jones as fully
valued and this Hot USA money got to earn money somewhere

I hope Monday release Qr results. So far "Latok Kung" says it is Good

In any way i see Bankers loading Up next 2 --3 weeks until it is overbought, then they will plunge
the price 2 weeks before expiry Date. However if foreign Fund started Buying, there is nothing
Bankers can do but just sell Mother to reduce warrant losses ( like TopGlove Now)

apprentice, You are right and wrong. Bank are not carrying One call warrant only(bat). Diversification---many call warrants. When One is too bullish they Cut- and let Go. Yearly
Bank Bonus comes when Portfolio manager makes money for the Bank Or Not. Really donT
care which warrant concerned

I have many Head Butts with Call warrant previously. I found that if their losses is more than
10% they wonT enter into a serious fight. But the real problem is Bankers help each other in
Call warrant fight when expiry Date is one after another ( One Month time frame) They grouped
together and attack the first in line (expired soonest) so that next in line will be saved

back to Melaka again. Melaka Gateway is getting Hot. Another Group representing Chinese side
wants to talk to State Gov. according to my real estate agent. I guess that is the reason KAJ
Development wants to sue state Gov for terminating their project.

Back to Dps, if Dps cannot break 12.5 Monday, it has to move forward. I think my block at 12.5 should hold.

I donT play call warrant anymore...simon

simon---almost 99% sure Bankers are fighting Call Warrant losses. First 3 months of 2021 will
see massive call warrant loss. However Bankers are not stupid, they Cut loss by Buying
mother BAT next 2 weeks

CMCO shopping also difficult. Maybe go Overseas and get 10 days lock-up in Hotel just for fun

Air Selangor CEO( Rasau Project) Suhaimi Kamaralzaman was the Previous CEO of KPS.
So he knows KPS strength and Weakness. All the Good Projects will be Reserve for KPS.
Why give away Profit to Outsiders?

https://oilprice.com/Latest-Energy-News/World-News/Chinas-Top-Refiner-Sees-Oil-Product-Demand-Peak-By-2025.html

China sees Oil Demand peak in 5years. So 2021 is just the beginning of Oil Demand marching
Upwards.

For that reason, i think from now until June 2021, there will be a lot of Good News to pump-up
the price. Any way Good News already piling up now

I have a different view about privatisation. I think Selangor Gov. has asked Bank to look into how
to enlarge its share base to raise Funds for future project. Right now KPS got very restricted ways
to raise Cash ( KPS owns 60% + PKNS and sister fund manager holding another 7% )

The normal Bank suggestion is pump-up the price and offer "new shares as discounted price "
However if KPS donT offer Goodies to retailers who will vote for it

17 mil at 13cents was collected-----deep pocket

The re-balancing of portfolio is still on going. Next week, you might see foreign fund in Singapore
actively buying up BAT. This week saw local clowns manipulating share price like crazy but
today they were are eaten up ----last mins

HCM has done alot reclamation works in Port Klang area. Have very Good Soil engineers to do
Rasau reservior foundation works ( estimate about 1.2 Bil ) However i have a feeling HCM will
be bought over by KPS management just like Cenbond. After Rasau reservior, there is another
one coming (another 4bil project ) ---Why let your fertilizer flows into someone farm???

This Rasau Water Treatment Plant (RM4BIllion) is just one of 2 planned. But it is a surprise to
kick off next year 2021

KPS can get more Job beside laying pipe....KPS-HCM is a general earth-mover infrastructure Co.
now doing projects at Pulau Indah ( completed and no project at Hand ). Usually basic infrastructure on any project is always around 25--30% so KPS is guarantee atleast RM 1.2Billion
project. This also exclude laying New piping to connecting Distributing Reservoir----

I think KPS is no longer a RM5 Company. Maybe when smartpipe kick-off, RM7--RM10 is
within range bcos Oldpipe Replacement is Never Ending project....You start with One End, and
after 10--15years ---you finished replacing 5000KM of Old pipes___, the pipe that you laid "10 years ago" need replacement

As I said last week, well connected Politicians want to takeover Melaka Gateway

https://www.malaysiakini.com/news/555699

Why Malaysiakini talks about Melaka Gateway? DPS / Peter promoting Melaka Gateway

https://finance.yahoo.com/news/hardly-gas-lng-price-rally-095542762.html

No Gas in Market----SK408 is Gold Mine

3.50 Indonesia Cig a pack maybe made from Dried Lalang Grass dipped in synthetics Tobacco
Oil. If you want to smoke Dunhill, it is just a acquired Taste.

Last Qr. PBT is 53mil---without Contribution from SK408 Gas Field----After Operating 4 months,
it will be very interesting to know how much Gas contribution to Sap bottom line

All Peter shares are inside margin account, he doesn't has to the money to do RI and expand
Dps. Should wait for New Owner announcement

for over 1 week, before Open, price at 14.40 and below there No sellers (8:30Am)
After opening Operator begins to push below 14.40 to max 14.20 to collect----I sense below
14.20 might attract too many vultures

I suspect a Chinese Furniture Co might do a Take-Over of Dps furniture Biz. Dps got the Capacity
---Many Dps shoplots, are designed for Furniture Export and production

However, this is all going to change bcos of Trump's Tariff ( remains untouch in Biden Era too )
Alot furniture factories are moving to Vietnam, maybe some come back to Malaysia

Wood furniture is Not shrinking but expanded 1000% in China. Now the furniture Capital of the
World---Shunde, near Foshan

Rubber Wood is the most beautiful Wood for Furniture. I was the biggest Rubber Log exporter to Taiwan then until Malaysia Gov banned export of Rubber Wood.

After Ringgit adjustment, 16years ago, Today DPS furniture revenue is about RM70.50million
almost same as Poh Huat. So what when wrong, beside Fire accident????

https://www.thestar.com.my/business/business-news/2004/06/25/aggressive-dps-expansion-after-second-board-listing

Maybe wh1881 was playing Contra when Dps was in Second Board (2004)---16 years Ago.
16 year ago, DPS export revenue was 47mil ( maybe the Biggest amount exporters) Last Qr 3.3mil
Export Capacity is still there but Peter is 16 year Older----Right time to have a New Owner

https://oilprice.com/Energy/Energy-General/Why-Warren-Buffet-Is-Betting-Big-On-Oil-Gas-Pipeline-Companies.html

Wake-Up Call----Warren Buffer Beting Big on Oil & Gas

https://oilprice.com/Energy/Energy-General/Why-Warren-Buffet-Is-Betting-Big-On-Oil-Gas-Pipeline-Companies.html

Wake-Up Call-----Warren Buffer is Betting Big on Oil & Gas

Sap is better off producing Gas from Gas Fields SK408. EIA estimate price at $3 / MMBtu in 2021
This is 50% jump in price from 2020 ($2/MMBtu) Maybe some profit will also be reflected in coming
Qr results

usually early Or Late release Date is a Double Edge Sword ( cut both ways---extreme Good Or....)

looks like Qr results will be released on Fri. 18 Dec ( one months 18days after Qr ends same as
last Qr released Date )

You cannot see trend until Big Boys finished Year-End Re-Balancing Portfolio (ends 31 Dec)
As I said, wait until next year----Charging OX or Turbo OX

This is Not TopGlove got 8 billion shares.----BAT got only 140mil freefloat after deducting Mother
50%. Even that i doubt, Volume will surge more than 5 mil if price hit RM2 gain.

very obvious someone who got a very Big fist is in controlled. Unless you got a bigger fist and
itchy to have a fight with Mike Tyson, it is better to watch the show with a good cup of coffee

If it is a Super Bull, then most likely it may Hit 100---considering more than USD100 billion might
be flooding ASEAN next year. Dow is almost fully valued, KOREA and CHINA are already Red
Hot now. Hot money got no where to Go in 2021

Smart Pipe is now Bigger than CenBond + CPI + Toyo Combined

Sooner or later Kedah and Penang will start Old Pipe Replacement like Selangor. Both States
already had Test / Trial projects with Smart Pipe-----Easily a One Billion Smart Pipe Biz for
KPS "" Per Year for Next 30 years ""---Bloody Cash Cow

https://www.theedgemarkets.com/article/newsbreak-span-approves-air-selangors-rm354-bil-capex

This is really Good article----thanks DollarDollarBill

Air Selangor operates 34 water treatment plants located in various parts of the state and seven dams. It also manages and maintains a total of 29,270km of pipe network to supply water to areas in the state.

This what KPS (smart pipe) is dying for ( 29,270KM of Pipe Replacement Project ) starting 2021.
Major KPS Revenue improvement....Selangor Gov already had spend 30mil to Test / Trial Run
smart pipe in 2019 / 2020.....

I am just worried about 50 next year---It is a Bull OX or Super Bull OX

Shark_Fins HSR project expected to be executed by 2022. Ayer keroh will be house terminal for melaka. Is that place is peters territory?


From Ayer Keroh Toll Plaza to Bukit Rambai ( most of Dps projects ) is about 10KM or less )
Travelling at snail pace, 40kph it takes about 20--25mins---If highway Built maybe 7mins, before
your 3rd puff from a cigarette

I felt very strange & not logical. Dps is turning around why Peter want to Sell at a Lost. Just
wait a few months, revenue are guarantee to jump again. "Something is Cooking"

I cannot believe it when he Sells Shares----He must be a very Rich fellow to absorb such a losses

Laughing but Tear flowing out--- going to Bank to sign losses. Not that Peter got Cash by selling
But "Top-Up" RM 11 mil Loss to Margin Account ( sold 30mil shares @ 36cents loss )
All Peter Shares are Under Margin Account that why He didnT sell any Shares---Selling at loss
means he has paid Bank

Peter bought shares at 50cents (par value). So, he is selling at a Loss. Maybe he expect price
to leap many times over current price