Mikecyc Haha US CPI is 40 years record High at 7 %
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7% CPI is really a tough act for most Co. to stay profitable. However i was told from non-Listed
metal works Co owner in Malaysia, they are still profitable even Stainless steel piping price jumps
60% a year. So it also depends on the ability of Co. to raise price swiftly.
All said it really depend on how robust the economy is and whether Co. latched on lucrative
projects. I think more listed Co. floating below water-line than above in 2022. Invest wisely.

65% of All AA revenue actually comes from China ( Direct or Re-route )---China is head over heel
given the opportunity to control South East Asia Biggest Airline Group----AA is Peanut to them but
taste like Musang King Durian

you want Bursa to make a 360deg change next week----Wipe off A Capital and rename Sino-AA
with New Investor ( one Sino Co. from Beijing )---BN politician will suddenly leap-off their Chair

If you have a margin account and used shares as collateral, next week your remisier will surely
give you a call for shares Or Cash Top-Up ( if your collateral is very tight ). I think more "water-fall" next week----The understanding between Bankers and Tony is broken---Tony is suppose to "kaw-tim" bursa ------no Pn17.....I donT know what is Next??????????

Why USA has runaway inflation? 70% of all US consumers are imported, mostly from China.
All China consumers and Industrial export to USA has increase price by 12% ( mine increased
by 15% )---Surely KPS industrial products will increase at the same time-----Looks at last Qr
results, 60% operating Hours for 1/2 of last Qr And KPS register 28mil Profit..

If KPS industrial DidnT increase Sale Price, How to get 28mil profit

Next Qr. there is NO LockDown, KPS's Penang Industrial Stamping are running at 100%( my boys
have visited KPS Penang and asked for some quotations on Electronic parts )

Without lockdown in 4Q, it is expected KPS revenue should hit 430mil and expected profit
of 35mil. Expected Dividend is around 2.5cents..

KPS strength in Rasau projects are mainly piping and supply of water treatment chemicals...
Taliworks has being maintaining similar water treatment plant for Air Selangor And also
a main Contractor for a few similar projects in China and Asean region ( Tali has experience )

I think this is the minimum outcomes excluding possible 20% upside as Law enforcement might
be heating Up on illegal Runners

This Qr (4Q) has ended with no lockdown....Revenue is expected to be like previous 4Q results
( no lockdown ) between 660--580mil....Profit expected between 72--83mil And Dividend
around 29--30 cents

BAT Management has No buy-Back request to Bursa but that doesnt means Mother BAT ( UK )
cannot ask JP Morgan and MacQuarie to pump-up last minute. Most of the last minute pump-up
previously also has No news------just pump-up 10--15 cents

Omicron is Coming surely. BAT is the only stock Not affected by Wuhan Covid, Delta And surely NOT Omicron----No factory Closing, No Demand Drop( only Up )---Always received Dividend

Rasau Treatment plant will provide Long Term Biz to KPS in Supply of Water Treatment Chemical.
The water collected for this plant is overflow water from River and Rain Water collected
in Mining Ponds-----extremely polluted and Dirty Water. The amount of chemical required will Triple
current requirement at 91mil / year ( RM270mi )

RJ87 Back to RM500-600m profit per annum. PE15 on that profit only gives you valuation of RM8-10B market
_______________________________

Wrong valuation. Total World Output of Nitrile Glove will be 3X more than pre-pandermic....
And these Gloves are coming from New Machines( in 2022) which faster and Cheaper...
Most of Top Glove machine almost 45% are more than 10years and this is the reason TanSri
goes for massive upgrading to fight off new Boys.----Covid live cycle is just to short, 3 years,
not enough to support 3X increase in world capacity-----I see mass cannibalism among Glove
producers

https://www.nst.com.my/business/2021/12/753934/air-selangor-dish-out-remaining-packages-rm4bil-water-project-within-two

KPS is most likely to win package 2 of phase 1.------pipeline

Xia YiDao I Think TG Boss Block At RM 2
__________________________

Most likely IB RSS buy-back

so far only Maybank Tp is the most consistent at 1.61-----From now until next Qr results, if there
is 30% discount from 1.61( 1.10 ), i think it is reasonable to make a "safe Bet". Should Sell
before Super Qr results Out in 30Jan2022 bcos a plunge in Super Revenue will Hit all Glove
stock.-------Magnum 1.100 ( 50Big, 50small )

I think people should packed their Bags and leave for Good before you get Trap in Dead Cat
Bound----Return after next Qr results will give you a Clear indications which Direction TG is
Heading for rest of the Year...TG is not going to Die next week, almost certain Tan Sri will
celebrate 90 year Old with TG Cake.

next Qr results will surely worse than current one. Omicron once said to be savior of TG, now
diminishing in lethal projections...3rd Dose take care of Omicron...China's factor is more
menacing than Omicron it seems

There are so many Oracle making unbelievable predictions, i think Tansri's nuts are now smaller
than Soya Beans

for 30years, Gold is the only standard used for hedging against financial disaster---But since 2020
we have BitCoin, DogCoin, Small & Big Coin, Blue, yellow Coin, all competing with Gold---
Only OldTimer fund Manager invest in Gold while the rest (40--50years Old Fund Manager) favour
more exotic Options

According to latest Expert valuation on Omicron, it has Flu DNA. Each of Us has about 50 different
type of FLU virus in our stomach or intestine. Once Omicron attached to our system, our body
Flu Virus will mixed and Dilute Omicron rapidly....50:1....most likely the End of Covid ( live with us
happily together )

While TG will grab back market lost to Super in USA----Super will most likely throw price to
grab TG worldwide market----Very interesting scenario next year (almost BollyWood in making )

Qr due 10Dec earnings should be somewhere around last Qr..... my guess 550--700mil..
Bcos CBP released on 10Sept., it is reasonable 2 months of Revenue( from USA) is not
available.----Furthermore ASP is falling 10% per month
Anything below 550mil is a disaster for this Qr ( will attract immediate heavy selling )

Winners of Rasau Contracts ( packages) will be announced till End of December

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3215945

Rasau Treatment Plant Contract Award Kicked Off with Taliworks receiving 293mil Out-off
Total 2 Billion -----Your Call Buy or Wait next week

Long Term concern is still whether Dnex can motivate Current Silterra Engineers to accept
Foxconn Or China Engineer management control.
Proton( DRB) is doing " too well " not bcos Workers and Suppliers accepted Chinese Management
but more on survival. DRB (proton) lose between 600--800mil every Qr.

The only counter get screw big time is Airline counter ( airasia ). Simple closed Border and
Curfew will Cut the threat of Omicron ( atleast buy 6 months time...all countries in west and asia
are closing borders last Friday----How Omicron can cross border spread? )

There must be proof that Omicron can sent more patients to ICU than Wuhan or Delta, or else
it is just another sister Delta that contribute a little more patients ( if Original Vaccine works )

so what will happen on Monday????????????
Big cover-back by RSS players could be met will Big Selling by JPM on Monday. After all 70% of
last Friday Buying are Done by Ikan Bilis trying to make KFC lunch on Monday.

There is no proof Omicron is a Killer yet ...less than 100 confirmed cases...But mRNA vaccine
is a programmable Vaccine by pfizer, Moderna and Astra..

______________________________________________________________
While fears of COVID-19 dominated investors' attention for much of 2020 and 2021, Pfizer confirms it could make variant vaccine in 100 days with the ability to make four billion doses in the first 12 months, according to Citi analyst Andrew Baum.

the impact of Covid has finally winding Down. 4th Qr will be explosive Growth. Based on revenue
projection of 30% growth next Qr (coming from a low base), 50mil profit for 4th Qr is Not impossible
Rasau Water Treatment Contracts will be announced in Mid or End December..Almost No Co.
in Bursa will have a Billion RM contract announcement in December----Most likely KPS is the only Goreng stock for December 2021----------RM5.0 Company in making

said 2--3years from now before Oil price normalised, Vietnam Coal Power plant should be Okay.
However as what i read, there is a confirmed proposal to attach a Carbon Tax on Coal making
it very expensive( raw material) to operate on a profitable level

Malaysia was industrialized with the help of Cheap Labor.---It is a culture Here---Both legal and
illegal workers are estimated to be more than 11 mil ( more than Chinese population here )
Both USA and EU are blocking "cheap labor" from South America, Africa and Iraq, Iran, not bcos
Industries there dont need them But "White Boys politician" cannot accept another Race...
So inorder to cover their racist track record, they created a term forced labour to mask themselves
themselve from Attack from 3rd World Countries that accept Labour from other Race.

DATUK SERI HAJI MOHAMED FARID BIN ABU HASSAN new Independent and Non Executive
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Karim is planning a good chest game. First Kaw-Tim police side

I think SIR will be Out on 30Nov---The point is there is no half or fully baked SIR. E&Y is hired
to see whether KPMG's Points are Valid Questions Or Not ( 2 days Job ) To answer those
Questions are SB management Job Not KPMG or E & Y jobs-----If management dont want to
answer, Bursa can Call Bukit Aman detectives to start investigation( let the Professional do the
job )

The Group recorded lower net profit of RM1.63 million compared to preceding year corresponding quarter's RM2.82 million, mainly caused by
increased costs associated with MCO 3.0 lockdown.
*****************************************************************

So what when wrong this Quarter----All explain as above..
DPS books are strong. Current ratio is 2.79X ( can cover short term Debt by 2.79 times )
Cash 14.588mil

It is furniture Biz contribution that crashed this Qr results ---Property is still Okay { can Run }
Last Qr furniture Biz contribute about 5mil ( this Qr about 1.5mil ) DPS furniture Biz will miss
Christmas Order but Arab's Orders are picking up rapidly due to Oil price Hitting $80 ( as my
source told me ) Most Melaka furniture factories are running 85--90% in Oct 21 so DPS 4th Qr
Furniture Biz will be a major contributor

No Red Earning Report Card already a major Relief ( still has profit 1.63mil )

MQ starts coverage. Meaning bad news for TG. MQ is a ferocious shortist and Call Warrant issuer.
Both operations final intention is to forced Price Down. Most likely at 2.60, MQ is Selling---so
promoting now. The moment Qr Out( Bad ), MQ's TP will be 50cents( cover-back price )

newtrader1989 Karim for the PM
______________________________

The unthinkable might Happen---Malaysia Boleh

with Melaka Win, Karim political bailout seems Higher but Bersatu's axe is getting sharper as
days passed. I think GE15 will come late into 2022 bcos Bersatu as usual will Delay Election
for their benefit.-----So Karim, How??????

With Melaka BN Win, PKR is highly unlikely to allow Rasau WaterTreatment's Contracts to fall
outside KPS---PKR controls Air Selangor means they also control Contracts awarded to KPS
to benefit PKR contractors ( raise fund for GE15 )

SBB can start after 06 Jan 2022 AGM

If TanSri wants to support TG's price, 2021 is Not the year---it is 2022 that is most troublesome

2.4Bil SBB----Highly unlikely. Last Dividend given Out was 5.4sens ( cost 443mil ) Without
Dividend TG price will adjust Down---So i think is a combination Dividend & SBB ---SBB will not
be more than RM200mil ( 100mil shares ) SBB too many shares encourage Old RSS players to
unload thereby increasing Old Shorties profit margin ( this will induce encouragement for them
to come 2nd Round )

seriously-- Karim should leave for Kazakhstan tomolo. DonT attend next court case. With the # of
assets Bursa throw at SB anything can happen between now and next court meeting

Also for the first time, i really Doubt SB's books are Real ( one set Or 3 set )----Hear SB got 500mil
Cash but unable to pay sukuk interest of only 30mil

Karim has made Bursa really Mad this time. No Courts in Malaysia Dare to challenge Bursa's
authority bcos it is delegated by Parliament ( The ultimate Law Maker of the Country )
Understand for the first time Bursa is directing more Asset to look into SB dealings---the shit
will Hit the ceiling Fan and all over the place

should look at revenue first. If there is growth, everything should self correct later.
Nothing Super can do with falling profit if ASP keeps falling

What Karim doing now send Chill down my spine. He is protecting himself only. He has no respect
of other investors and poor ikan bilis----It will ends in the worst possible outcome

I think management is desperately trying to find a solution before they release / Delay Qr results.
This may prevent price from plunging due to Bad News

from my shipping experience, Cargo Ship Captain will sent ship manifest ( all its Containers &
registered Good ) to US Port of Unloading when the vessel is Half way from the Destination so
SuperMax has atleast 30days LeadTime knowing CBP has Blocked its Goods.----meaning
30days of Revenue will be wipe-off from current Qr...... ( or next Qr )
Director selling And someone keep pushing price Up eventhough Qr results are way off its
normal release Date----I have suspicion this Qr results maybe Bad ( given Harta and Kossan Qr )

BAT has consolidated for 18months---Let see whether this Qr, BAT can reach its previous Low
(plunged to ) 22.70 ---May 2018. Breaching 22.70 will see next Top ---38.30 in 2022

Take a rest, nothing will appear until 30Nov----Tomolo you can contra BAT or BAUTO( zero SST
for Madza until Jun2022