some-more previously there are ppl comparing TG and Maybank

whether TG will stay as Component index is now in question if price keeps falling. I see next Qr
results no better than latest one

A price War will plunge ASP further Down-----I see it coming, No if or But

All TG USA revenue disappeared and reappeared in Super and Harta acct.---
1st Qr( Feb) TG profit 2.9billion ( now 650mil )---Loss 2Bil----Super and Harta this Qr combined
Gained 2 Billion. The Math is simple and obvious on who Sapu TG US Revenue
Will Harta and Super CEO so, so Generous give Back TanSri ------2 Billion

Resume shipment to USA has to be clarified first---New Orders Or previous partial LC shipment?
There is no more spot market for Glove ( the most profit margin is Gone from the market )
Or just Tan Sri throw-up some words caught by Media.

You should expect TG next Qr results "No Better" than this Qr results. After disappearing from US
market for 6 months, suddenly return and want to claim back market share from Super and Harta,
----is Not possible. As far as i known, there is NO Glove brand loyalty in USA ( just standard
compliant ) DidnT heard Glove shortages in USA bcos TG is Not supplying except Revenue
of Super and Harta had Balloon....
I think TG has to top-up 5% discount On top of discount from falling ASP to gain back 30--40%
USA market shares----It all depends whether Super and Harta CEO will sit Down and Do nothing.
Obviously Tan Sri's Dream, but........

Look at SAPnrg, Velesto, Armada, even AirAsia, All these Co has shocking Impairment losses
and Audited Report came Out as usual.....Serba is "making 100mil every Qr in 2020 and 2021
Having problems with Audited Report sounds very strange??????

Serba should operate like a listed Co. and not like a political assisted Co. Political environment
has changed so Serba should changed too. Politician has help to gather so many GLC to support Serba are now facing criminal charges themselves.

An audited report can by released anytime And any discrepancies can be foot-noted. Dispute
can be challenge in Court ( Investor must know ) To block its release bcos management can do so
has side-step Bursa authority.....or Bursa give too much "face to management" bcos of so and so
said it is okay

If Director or karim unload this Afternoon----0.335 is within range. As many here says, no SIR
everyone is stepping on slippery Coffin Cover

SB has 3.7Billion shares And Owner is Not holding alot----Selling is No longer Contra but small
retailers throwing to cut capital Loss

Now Parliament is keeping rumour WindFall Tax alive---WHY----Malaysia Gov is so Poor, every
Tax Ringgit counts-----You can assure Illegal Cigs is having a Tough Time

Coming Qr. results is causing a slight earth tremor in SAP---Heavy parking at 1.20 (151mil )
Anticipation of Good Results will move Mountain of Selling

https://oilprice.com/Energy/Energy-General/Record-Breaking-Energy-Prices-Could-Soar-Even-Higher-In-Europe.html

Oil price will keep climbing. The window of opportunity in NOT there. Time is only 2 steps into
Winter months-----SAP must show decent profits this Qr and price will sail up following Oil
price

Highly unlikely Super and Harta will give back USA Orders back to TopGlove---A price war is
looming. Third Dose of Vaccine is coming in Sept for US senior citizen----Glove Biz will be
very Tight in 2022-----TanSri should spend more in Marketing USA

My Banker has advised me not to touch TG for next few Days---look-see-look first---Remember
how foreigners Short AirAsia Big Time---3 weeks Continuous Fall and Bursa has No investigation
or answer on Who short Big Fat Tony

JPMorgan is a Big Short Expert and Can Call many shorties WorldWide to join attack.

The Glove Counters killer is Vaccine Booster Dose---Even Delta will be wipe-out by atleast 2yrs
----Maybe return on 3rd year in another Form----But Pifzer and Moderna can easily be modified
to counter new Covid variant.

alot of Bursa Co. make 100mil per Qr-----more than 5 Co makes more than a Billion per Qr----
So making 100mil per Year for Jaks seems Jaks is lacking behind 4years in earnings compare
to Co. that makes 100mil per Qr.

The Truth and only One for Bursa Investment is price must move 4X faster than similar stock regards of Earnings----This is "King stock"-----TopGlove behave like One but turned Charcoal
after 9 months-----If you found one, pls tell me.

First time in a Year, RSS drops below 450,000----Today nett position--446,500
Any substantial cover back will push BAT to 20.0

The lowest shorties Volume was in 31May ( 539,000) Break this Core Volume, Buyback will
hasten ( Today 546,600 )

If really 200--300mil, 2 limit Up in 3 days---hahaha

https://www.thestar.com.my/business/business-news/2021/08/30/foreign-buying-on-bursa-surges-to-rm96433mil-last-week

BAT slowly climbing upwards could be due to FF nibbling on BAT ( still waiting for sharks )

All we need is Sapnrg makes 10mil +++ next Qr. results coming in 10days plus----I believe 10%
30% upside is possible bcos China is Buying Oil again for September(Oil price can 75 and above)

For those who doesnT know who is Xavier Jaya, when Xavier was under PKR, he spent 2 years
finalising Funds ( more 20 billion ) to Replace Old Water pipes from Selangor to Kedah to reduce NRW losses

I know for a fact Contract Documents from various party already submitted to Bid---announcement
November

https://www.malaysiakini.com/news/589480

Dr Xavier JayaKumar( PKR) forced out by Mai-hai-din and now Act as Independent supporting Bersatu. So what is Xavier real intention of the screaming now....I have no idea.

And some important numbers given by Him-----1) Selangor Gov forked out 6.47billion for Rasau
Dam And Fed Gov. will spend another 2 billion to develop Raw Water for ROS project ( 2billion
is my estimate on the low end side )

Guess what the Entire Rasau project is 8.47 Billion ( 4 times BIGGER than what was announced
in official print ) And KPS is seating on it

shorties are covering back everyday.....4.22PM ( 51,500 Buy@ 14.06 ) Sellers only 5,700 @14.08

https://www.theedgemarkets.com/article/velesto-secures-us192-mil-arbitration-award-against-philippine-og-firm

Reference is made to the previous announcements made by the Company on enforcement
proceeding against Frontier Oil Corporation (“FOC”) by Velesto Drilling Sdn Bhd (“VED”), a wholly
owned subsidiary of the Company, at the Regional Trial Court, in Makati City, Phillippines (“Makati
Court”).

On 28 June 2021, Makati Court has decided the arbitral award dated 12 July 2018 issued by
Singapore International Arbitration Centre in favour of VED be recognized and enforced. With
execution to enforce the award in Philippines, the Company will make further announcement on
material development on this matter from time to time.


********I think Velesto has established a "second" earnings potential by Sinking Oil Rig and
make Insurance Claims And / Or Sued someone like Frontier Oil Corp US$ 19.2 mil
Or RM80.64 mil *****************

https://www.nst.com.my/news/nation/2020/12/652714/narrow-price-gap-between-legal-and-illicit-cigarettes-says-ahmad-maslan


For a year, i was hyping that illegal Cigs RM8 / packet is NOT even BAT market so while is
management keep complaining like no tomolo. As i predicted, Management was sleeping when
the massive shift to Vape has taken place right under their nose....CEO changed has taken place
this month.----
However if Ahmad Maslan is going ahead with RM8 "legal" Cigs( now illegal selling at 8.50 )
BAT should have no problem coming out a New Brand. Just give BAT a break in Sale tax for
Budget Cig ( margin is not so Good and it will Cut into KYO and Rothmans ) However the Volume
is very, very Huge

One thing for sure, I donT think MPI worth 43.0++ But when you have Billionarie Quek Len Chan
on Standby, you just cannot push MPI down----MPI earnings is Nothing close to TopGlove, Super
or Harta----Give or take MPI worth 25--30 but again Mr Quek might not agree

GeneTech strong rise in price deserve a look in its Operations----Technically the way I look at
its announcement And its Contract Amount between 57m to 59m ( US$ 15mil ) indicate Genetech is a Automated Assembly System Designer for Electric Vehicle and Battery---( nothing close to
Tesla and Other Big Boys bcos those assembly Line would cost US$ 500mil (minimum )

$US15mil contract would also include parts and Commissioning of Conveyor assembly system( maybe 2 years )---Really Not alot "meat" But for a small Co., I think it is perfectly Nice..-----
I check back announcement and found Genetech was a Ten Cent Co. but shrink back to RM1.0.
So donT be surprised it might raise money again thru RI ( maybe not now---market too soft )

Does Genetech worth RM23.66 ( not for me to judge ) But i so sure Genetech cannot compare
to MPI ( Carsem ) bcos Carsem is a OEM chip manufacturer

Carlsberg shoots Up. Many Chinese Celebrating tonite. Eat, Drink and Smoke

CarlsBerg shoot up bcos many Chinese are celebrating Tonight

Covid is just a assassin. Choose who to kill, not mass murderer. As of today 204M get infected,
4.31 mil Death worldwide----World population is 7.9 billion ( aug 21, 2021 ) Mother Earth should
fear Human more than Covid.----Say a disease infect 30mil and Kill 25mil, this is fear!!!

FearMonger in Bursa is much deadlier in Bursa than Delta Variant

https://www.bloomberg.com/news/articles/2021-05-14/philip-morris-loses-first-round-in-reynolds-fight-over-iqos

BAT won first round patent right against Philip----Most likely this will give BAT leg up first in
distributing Vap and HnB products in Malaysia too----Capture major market share First

Once Bankers sold Out, it is very difficult for Ikan Bilis to push Harta up------saw in Sapnrg

We were guided that the ASPs for the quarter under review appears to have hit infection point and tapering is expected to see double digit decline in subsequent quarters------Quoted by Malacca
Securities******

Double digit ASP decline really Spook Institutional Players----I think today sellers are All Bankers

political situation is very, very fluid. But most people already Hiding in their Home. Not much
to worry about----Let Umno "Mike Tyson" challenge Mui Yin Fong to a karaoke shouting match
First----Then witness Lau Ma's Tai Chi Move AGAIN

One billion extra profit this Quarter is Huge but why Dividend payout drop from 54% last Quarter
to 29.89% this Quarter?

Harta has a massive bump in earnings this quarter-----almost a billion more.
However with the extra 1.0 billion, Harta dividend has dropped from 54.05% last Quarter to
29.89% this Quarter-----Why Harta is Not giving out more Dividend this Quarter?????

Maybe Harta average dividend payout between 2 quarters ----I think we have to see SuperMax
results in earnest to figure-out what will happen in coming quarters

4.5bil Discrepancies!! Karim is as confused as us.---He said Cost and Revenue "discrepanies"
DonT mixed---So what is discrepancies, my interpretation " something Funny "

Cost has " something funny" ----Revenue got something funny---But Karim said " Cost funny"
cannot be Mixed funny Revenue------I think Karim is Very Funny----He made this funny messy
and he doesnT know why it is funny,.

if revert back to High Court---another 2--3year wait, then another 1 year for Appeal Court hearing,
then appeal to " appeal court Ruling "---Finally may end up in Federal Court but Najib Case
might occupied most time of Federal Judges----Delay another 2 years-----Anyway another
5 year wait.

99% the profit margin for Super Structure Building is not always Good. I can tell from Salcon Quarter report when they won Langat 2 Dam ( finished )

So the real Good profit margin will goes to Water Chemical supplies and Smart piping---KPS will
get All. As the saying goes, why Let your Farm fertiliser water flows into someone else Farm.....
Selangor Gov ( Mother ) issue Rasau Contracts and KPS must get the best of the Best

The bid for Rasau Treatment Plant is competitive according to Consultant bcos Selangor Gov
has engaged Langat 2 Dam consultant. I think Salcon will win the Super Structure Works which
will cost about 25--30% of the Plant and KPS will get long Term Contract of Chemical supply and others which i think will be quite substantial too.( 4 Billion project is very, very BIG Pie )
Anyway my boys are camping at Salcon Office for jobs---most of our heavy equipment are idle
for too long

" Other Side" has Huge voting power like EPF & KWAP ( all Gone now except Bursa )

Uncle_Lim "appointed" "hired". these people never read one? only nominate

External Auditor can never be "hired" bcos They donT report directly to SerB. So the proper
wordings should be nominated ( up to "the other side" to agrree or not agree )

Super will be announcing Qr. results in "about 10 days ".That will set the direction of Gloves stock

a new sarkai auditor is appointed ( i was thinking Erst's appointment in my sleep)---Next few days we will get update on "Rules of the Jungle " and how to engage busy body like Bursa

Although the arrival( distribution ) of Heat-Not-Burn (HNB) product is plan for End 2021 launching
But bcos of Covid, maybe it will be delay---HNB is next big, big product after Vape. As a matter
of fact 45% of Japanese smokers already switch from Burning Raw Tobacco leaves to HNB.
Current patent lawsuit (HNB) between 2 Giants ( Philip Morris vs BAT ) show that HNB will
replace Traditional Smoking Method sooner than expected

Without a Doubt, BAT will Capture huge Malaysia market share of Both VAPE and HNB bcos
BAT already Got a International Followings for Vape and HNB, about 9millions.
Whatever Malaysia market share BAT lost after Gov banned public smoking will return back
in 2022 ---about 1.0Billion plus Revenue per quarter Or 70 cents Dividend ( finger Crossed )

I think in August BAT will import Vape for Distribution ( pay 10% Sales Tax ) Quarter Results
for 2nd Half of 2021 will Change very Radically ( 1--1.5mil Malaysia Vape users ) Each Vaper will
spend about RM150 or 300 per month ( about 450 / 900 per Qr )
If I take the High side, RM900 * 1.5m, Malaysian Vapers spend about 1.35Bil / Quarter----If BAT
can capture 50%---------It is 675mil Extra Reveenue / Quarter---However Vape is also very
competitive Market----I have No idea what BAT's profit Margin yet But it will be PROFIT

As for Vape Manufacturing License which BAT is dying to get----Parliament Debate and Standard
selection is required. However I believe Malaysian Gov will select British Standard----Guess
what BAT is already Manufacturing Vape in England