There are only 2 stocks that can Hit Limit-Up tomolo ...1) BAT 2) BAUTO
1) BAT get approval for VAPE sale ( Gov. tax on Vape explicitly said go ahead )
2) BAUTO---Madza Car gets another 6 month extension on FREE SST ( 6 months no SST from Major lock down still extend to 31Dec2021 And next FREE SST extend to 30 Jun 2022

Windfall Tax is just a proposal---Will be Water Down by DAP & Co. ---Dont forget 2022 is
Election Year----Give Money WIN election, Take money from Rakyat ( reduced Dividend esp Bank
Umno can built Shadow Parliament at LongKang Besar Port Klang ( makan Angin LongKang )

Shorting is capped at 4%----extremely small #. To cover back Bankers got to mop-Up shares
thereby reducing Market outstanding shares ( net-net No effect bcos capped at very low Vol. )

The real deal is retailers Daily IDSS ( now ban until year year-end)---There is No Capped, you
can really crashed TG down 30% if ikan Bilis attack all out.

Will WindFall Tax affect BAT dividend payout 2022??

Current Corporate Tax is 25%
WindFall Tax is 24% (100mil) and 33% (Balance )

Estimate BAT net profit to be 400mil in 2022 ( 100mil / Qr)

1) Normal annual Tax is 100mil for 400m net profit
2) With WindFall Tax is 123mil for 400m net profit

Extra tax for windfall Tax is 23mil Or 5.75mil extra for Each Qr

This Qr BAT payout Dividend (26sens) is RM74,237,800------WindFall tax in 2022 is really
insignificant at 5.75mil extra

Current Corporate Tax rate is 25%-----Propose Windfall Tax is 24% (100mil) and 33%( balance )
Really doesnt Hit TG alot

1) Without Windfall Tax, TG annual Tax is 1.25B for 5bil (net profit)
2) with Windfall Tax, TG one-off 2022 Tax is 1.641 Bil for 5Bil ( net profit )

Increase in Taxes( 2022 with windfall Tax) is 391 million

However it will surely Hit Dividend payout ratio ( Last year TG contribute the same amount of
Extra Taxes if my memory didnt failed me )

Looking at Budget 2022, most industrial will be orphan-ed by the budget---Only Automobile and
sin Group BAT received some Good news ( taxing or approving Vape uses )
The rest of budget goes to Rakyat, a endless pit

Carlsberg makes 1/2 the profit of BAT and pays 1/2 the Dividend of BAT but market price is 22
Bat nosh is 286mil And Carlsberg is 306mil ( not much different )---I say BAT should price at 35

foreign buying started at 4pm ( dip recovered till closing. ) Monday trend will be same and if Vol.
approaches 1mil...foreigners are buyer

Billionarie Quek Leng Chan is still buying---reason why HLG's Tp is 13.95 Or else new Tp will
be 35.00

Why BAT is called a Institution Stock bcos it moves in very predictable Ways. It has Hit bottom at 9.00 and now moving Up in a Controlled manner..
This is not a place for Contra players----there is no Show so popcorn and Instant Coffee have
no use--------------Just a Good Old Cuban Cigar will Do

Whether factual Findings is siding SerB or Not, on 21Oct @10am Karim should stop Trading and make a announcement...instead he went to Sell all his warrant.....so arrogant, total disregard Bursa Standing Orders.......what a CEO

AA is surely a Contra Counter for the next 2 years. Oil price will stay around 80---100 for the
next 2 years. At this Oil price, AA best quarter profit for 2022 will Not exceed 50mil (minus all
interest charges for restructuring ) My real opinion is negative 50mil every Qr 2022 but it Hurts alot of Investors feeling....

Asia Aviation plans to raise a total of 8.8 billion baht from a private share sale to Malaysia’s AirAsia Group Bhd. and an individual investor. That will comprise around 4.5 billion of new shares to AirAsia to raise 7.8 billion baht and another sale to a group of investors led by Pitharn Ongkosit, the chief executive officer of KCE Electronics Pcl, to raise 1 billion baht.

______________________________________________

Who is going to pay for the Extra RM880mil for Thai Air Asia fund raising?
In last 15years AA has never touch 4.50, that includes the best of the best years in AA History

It is such a disappointing wait for SIR----Standard Goreng should peak last Friday. Then high
Volume follows for whole of next week then everybody wait for SIR outcome release around
27--29 Oct.-------It turn out Goreng Master got to pump his own money to generate Vol..last week.
Ikan Bilis are Not interested in SerB------DonT know who to Blame

after so many months of Selling...sellers cannot be more than 10mil....now sell parking @ 5 Level
are all more than 10mil....Cannot Be?? This are all parked selling set-up by syndicate

Sap is consider a Turnaround stock---normally No price Cap on surge. Look at how players
pump up Airasia--------Bankers Tp range from 40sens to 80sens but market price is way, way UP

This is the real reason Bankers always WIN and ikan Bilis are always the scarified Lamb...
If Bankers missed Target, they give Huge Upside Tp potential and aggressive promotion thru'
"unknown source like this forum"

One of the Top-top criteria of stock investing is Entry-Time.

https://www.reuters.com/business/healthcare-pharmaceuticals/us-fda-authorizes-new-e-cigarette-products-2021-10-12/

If FDA approved BAT e-cigarette----What more Malaysia Health Minister can Say????

it looks like Big Fish is arm twisting ikan bilis to release shares---SAP nta is 48cents. If Banker
wants to make up some good number the moment they want to Goreng, all they need to say is
bcos Sap got Good management, they revalue Sap up 30% above NTA----62 cents

I donT think Qwek Len Chan of HLG will stop collecting...I heard sapu anything below 15.....
This is how Billionarie used money to make money....Look at MPI, without HLG pushing ----you
thing MPI can reach 44.....When Qwek buys MPI at 7.50 many years back, i started collecting
MPI too ( the reason given by HLG was different from current lack of IC. Anyway i made alot money too )

The shifting Sand in Industrial products Quotation during Covid era give very unstable earnings
to KPS. But Rasau Water Treatment projects will give more Concrete Earnings in coming 10years..

so Limit-Up tomolo

Obviously someone is trying squeeze as many shares out current situation " without Foreigner"
However i see FF coming back sooner than expected bcos of Oil price. Ringgit will
appreciate bcos Malaysia is Net Exporter.
Funds flowing to ASEAN region will be more than expected bcos of China EverGrande debacle.
Yuan will be depress with expectation More property sector will default (coming.}

My Bet is November onwards, BAT will surge with Good Results

short term push has nothing to do with stock or no stock. It is All about Bankers making sure
their Loan ( Hundreds of Millions) to velesto are safe. Look at AAX, 24 billion reported loss, price
remains at 0.08 regardless what Happen.......

If Gas price still breaching new High in EU,--- 30cents is just Cheese Cake in November

Dead on Target is 20cents short term----just need a few $ dollar push up in Oil price.

Parking looks like Banker push sellers to unload at 10cents

Arrived RM15 before Qr release on 25 Oct means Good results

why must Sap request for one month extension of Qr release when they already got the Nos....
I think New management want to release a Announcement within 30days.....

Tonite breaks $80, we got show tomolo

Since this Qr escape June lockdown....Let Hope for 30cents Dividend...Maybe 27cents...Still Okay

Have money Talks!!! PNB support, how can ikan Bilis crashed SAP. I think price will stagnant here
unless Oil Hit 100...1.5 days of selling and ikan bilis already Done selling....I think price can even
up 2 cents if Velesto Hit 20cents

Shorties has trapped TanSri, he push up and shorties sold to him. Now continue terminal decline

Air Selangor CEO Suhaimi is given out tender award soon. He was CEO of KPS for 3yrs. Let see
what he can offer KPS

TanSri & Co has jumped in early morning to pump up price in face of New Merck Pill....Can he
hold price Or just a waste of money

https://www.theedgemarkets.com/article/tenders-rm4-bil-rasau-water-treatment-plant-be-called-next-year

Bid submission all in...waiting for announcement...First package 2billion follow by another 2 Billion
next year ( 4 billion announcement in 6 months ).....Total 35 Billion approved by SPAN for another 10--15 years

RSS short against Jaks is Higher than AirAsia. Considering AA loss in Billion every Qr..Jaks must
has some financial numbers that spooked IB more than AirAsia

With the Advent of miracle Merck Pill that drops Out from no-where suddenly, i decided to look
at TG cash position to see what impact might happen. Removed all those anticipated, sure
cash coming, i see TanSri in Dire Cash position.
1) Total Cash 878mil
2) mistake #1----Give Out Dividend 5.507 Billion
3) Shares BuyBack (Treasury Shares) 1.424 Bil ( bought around 7.0++ Worth less than 50% now)

With New Factory and Upgrade to existing Factories-----878mil Cash in Hand is Not Enough

Kedah and Perlis are on the South Thailand smuggling route...BAT is just copying what syndicate
has been Doing for years

Upcoming events on BRITISH AMERICAN TOBACCO (MALAYSIA) BERHAD
10/25/21 Q3 2021 Earnings Release (Projected)

I think Bauto Or Motor Stocks are set for technical Rebound too ( post Covid vaccination )

Pls pack Bags---to forage foods----at BAT( Good Dividend) or SerB ( strong movement + / - after SIR) Or General losers (glove counters for technical rebound )

First time for a long while, Sap is Not able to announce New Contract before Qr release.
So request for Qr. release Delay is obviously related to Contract announcement....Tonite Qr.
release...just a few Hrs

https://oilprice.com/Energy/Oil-Prices/Goldman-Sachs-Heres-How-Oil-Prices-Could-Reach-90-This-Winter.html

This winter at $90 ( GoldMan Sach)....Winter starts in 3 Days time

HK listing is surely for Cash---But if IPO plunged after listing it will affect KL price---manyak susah
to KL investor

If Ceo Syed Zainal said it takes 2 years to rebuilt / Upgrade Silterra---so it will 2 years of RED
Qr for DNEX. Cap. Expenditure has to be recorded and Expense Out.----Just pluck from previous
memory, it will Cost 400---500mil to Upgrade Silterra----Losses will be around 300mil per year
to include DownTime during Upgrading-----My Take-- Come Back in 2 years to look-see-look-see
Dnex Books before going long term Or else 2 years wait is alot Opportunity Cost Loss

With a operating loss of 192mil, tomolo morning "rush-Hours' will be interesting. Are shorties
start attacking from the start of the Bell Or ikan Bilis floods the market with All round Buying

i think management on the safe side should Not release Qr result before SIR---any serious discrepancies will invite "enemy" reporting to MACC. Macc usually requests 7 year records---almost impossible to Hide dubious Account

MayBank TP's 1.68....as bearish as me for next 6 months ( maybe built safety---- TG removed
from Index )