i am highly suspicious about Mr. DIY financial Results bcos i visited some of biggest outlet in
Cheras and Subang during MCO and other time. The most these outlets can only breakEven if
their rental is Cheap ( about 10 people every hour for 6--7 hrs per Day with receipts less than 20 )
The main problem Mr DIY items price are mostly higher than local Hardware store by 5%

When Raw material Cost impact on earnings, it usually last for only One quarter bcos Accountant
would immediately adjust product Selling price immediately----In Covid-era, almost all factories
has a Clause (buy/Sell) for Force Majeure----Factories can stop honouring Contracts. How do i
know bcos i am practising it daily.

7-11 stores and mamak stores All opens during MCO 1 & 2....Only stores that cannot Open are
Road side and Bangla stores selling illegal Cigs-----BAT enjoys Full Benefits during MCO

When the Ceo becomes Nasi Lemak seller and part time Grab Driver----you know things are Bad

delay Qr for overseas fund to buy at 4.00pm ???

i would prefer Foxconn to Buy Dnex shares in open market to reduce Nosh

if you want to kill shorty, today is the day. Push up and make shorties cover back and forced
price to 20

shorties running....from 584,662 to 539,000 today

maybe afternoon results out............
yesterday 4:50pm throw down could be Contra targeting T+2.....quick money ( sometimes burned)

QoQ drops is due to mco2 and Chinese New Year----I think bcos it is normal

KPS is officially 2X bigger than Puncak (revenue) and 26.8X more profit than Puncak this Qr.
Puncak is a highly recommended blue-eye stock by Roger

this is the only Co. I know that makes money every Qr.-------But share price keep falling

2 of my China Co. dealing with 2021 Christmas Orders are running 3 shifts and yet cannot cope with EU + USA demand. KPS will do very well in 2nd Half esp. Toyo + Cpi (electronics Equipment)

now we are playing 20--30cts up down----after results out, BAT will be moving 100 up / down.

mco has no effect on Cigs Demand. Already shown in 2 MCO according to BAT Qr results.
Morning sell down is by contra players. Monday will buyback once the fear subsided

https://malaysiastock.biz/Company-Announcement.aspx?id=1319118

Heineken, Carlsberg doing very well bcos of CNY 2021----BAT 1Q21 results should be Good
tomolo----One Billion Revenue is the Target. Profit should be High bcos Premium Cigs are mostly
used by Chinese Users

JP Morgan said None of its Big Clients has BAT stock for the last 3 years

another BreakOut might happen On/before 4:00pm when "white-boys" come charging-in

KPS and Taliworks are bro/sister in Water related Biz with KPS holding 30% of Taliworks( long time ago )

Looking at lastest Taliworks Qr results, i cannot believe how much KPS has grown in 3 years.
KPS and Taliworks has about the same revenue with Taliworks always 30% more before Splash
Sales......Even with last Qr results, KPS has 5X more revenue than Taliworks

Let see what Friday results can do....On 8May18, a 10days rally from 22.70( 8May18) to 32.36
( 18May18) and stabilised at 35---That was my previous Call BAT short term could Hit 35 bcos
a Old Horse like BAT got many Big Fish stuck at many Levels. They may push to sell or average
back if Results are very Good.

https://klse.i3investor.com/financial/QoQ/quarter/2836/31-Mar-2021_1470072723.jsp

as i suspect Chinese New Year 2021 demand for Sin products is very high...Carlsberg QoQ jumps
by 75%----Keep your fingers crossed, "maybe this Friday" BAT 1Q21 results will be Thunder

Usually when JP Morgan give 21, lcoal Banker will give 50. See TopGove...JP give 3.50 Vs 8 local
2.2X more

Let hope all the contra will sell on Monday And let the big fish collect and hold till the end of the year.

What BAT management did after MoF declared Gov was in the process of Closing All Rat Holes
------BAT management increased KYO to Dunhill price by 50cts (sneaky management)

If extra 28mil collected is NOT related to Cost (which i doubt ), a 9.8cts will be added to Dividend
---freaking Good to us

This is part of a larger RM35.4 billion investment which was approved by Suruhanjaya Perkhidmatan Air Negara (SPAN) last month.-------Syabas Investment --Rasau Treatment Plant

35Bil plan for 30years Investment target works out to be 1.1Bil per year. KPS-HCM donT has
to look for "works"---endless supply from Mother "Syabas". With this amount of work available, i think HCM will be absorbed by KPS (just like Cenbond )

Aqua-Flo ( under kps) is supplying about 162mil of Water Treatment Chemical to Syabas and
this will Triple as i heard bcos another 2 Rasau Treatment plants are planned. That works
out to be 486mil / year for next 30years

Regardless what you have to Drink Water ( TopGlove and SuperMax need Clean Water )
KPS Class A investment in Bursa

https://malaysia.news.yahoo.com/vape-industry-protests-government-seizure-105358536.html

This is interesting. Vape 2.27Bil Biz. And Gov. is attacking illegal Vape sellers who refused to
pay 10% sales Tax for Equipment and Liquid nicotine. As usual who wants to pay Taxes.....
BAT pays Taxes and I think BAT can grab 50% of 2.27 Bil Vape Biz bcos of its Huge distribution
Network............Let Hope 3 Limit-Up after Qr results......TransOcean and WideTech have nothing
but just Talk, can have multiple Limit-Up until Bursa Hit them with Upside Cap

LookOut for USA payroll tonite---If it is Monster as they said, then US economy is picking Up rapidly And also Importing Rapidly. 70% of malaysia manufactured products goes to USA
whether directly Or indirectly thru China and Singapore.
Guess who is coming back to pick up sold down stocks----" White Boys" who like BAT as favourite

Look-out for tonite US payroll number. If it is really "monster Number", KPS is a beneficiary.
It means USA economy is picking up rapidly and also import rapidly. Almost all Toyo and KPI
products goes to USA whether Directly Or indirectly thru China and Singapore. KingCoil manufacturing sits inside this expansion in Phoenix, Arizona----KPS 2021 2nd Half is Rocket

no matter how much i like this counter, the relentless selling by warrant conversion is driving me
nuts. Give or take, i think another 3months is needed to flatten out this selling. No more promotion
here. Shift attention to BAT instead

One year All time high Breached.....another 25--30% upside before 1Q21 Out

wkc5657 @JJchan
Understand the optimism, but then even with 1B revenue*************

How did BAT price hit 54.50 in 1Q16? It is forward projection of profit / PE...Somehow Gov's
banning of public smoking just killed all projections----Now BAT got a New Revenue projection
----VAPE. I think it will kick in 2Q21 with results.-----1Q21 is really very exciting, i think
premium Cigs Sales will jump. Being the most profitable, net profit will jump too.( extra revenue
will not reflect substantial rise in Profit bcos of premium Cigs has a much higher margin then KYO)

market is treating all 3 stocks (TG / Super / Harta ) as a group that depends on "ASP" not from
the famous JPmorgan's predictions----Harta is the Core bcos super / TG adjusted for bonus.
Just a good case study but not a investment target ( for me)bcos asp has move over to the other side of Bell Curve

Super got 1 Bonus

TG is trading at a premium over Harta if i adjust for Bonus----15 TG vs 9 Harta....
Harta and Super price is closing rapidly----Should TG close the gap then we would see 3.30 TG
( i think will not happen until next Qr results out )

Bankers really donT know which Direction TG is going....Up or Down. They published strong Tp
but RSS position is fully packed.....Technically, Bankers BET on both directions ( Up and Down )

Pgraduate123 Why founder must report ASP going down?

To reduce impact of next Qr results.....Bankers dumping and ikan Bilis follows (Hard Landing)

Looks like EPF wants to dump below 5%

If you adjust price for Super Bonus, Super and Harta is about the same price ---around 10 to 11
The current price is adjusted by foreign funds and local Boys to capture "supernormal profit"
6months ahead of time----If you didnT have Bonus as landing pad, it is a Hard Landing

I take RM35 for short term

BAT is now 10cts short (14.60) of One year High. But BAT is still way, way Down from 54.50
5yrs ago where 1Q16 revenue is just 1,021 Bil----What if 1Q21 goes back to 1.0 Bil, should price
adjusted to RM50 again

If Velesto secured more contracts in 2021, they have to rent Jack-Up Rig too. Maybe can get
a better Deal from Sapnrg (Seadrill )

Really no big Deal....Sapnrg had many jack-up (seadrill ) sitting ideal around Sabah area---
Brother and Sister Deal and Same father too (PNB)

This cgs-cimb valuation is really walking on the dark side...anyway even Titanic can be raised.
If a Old car get into an accident, saving it is just a waste of time and money

Melbourne project seem to be Less affected by Covid. More stable than Malaysia property market which i think will be badly affected by Indian Variant. Buy only fully built Houses, i know many
developers are close to disappear in Mid-Air

Saving private Ryan movie----This what IB is doing today. Maybe under PNB instruction

MamakKutty meanwhile, i think velesto need to foot the recovery cost for the naga7 first

you read the Insurance contract clauses??....I am still waiting management for details

https://malaysiastock.biz/Company-Announcement.aspx?id=1315806

F&N results is Good. Reflects Consumers are spending. For smokers, beverage comes 2nd,
smoke First. Quite confident, BAT results is Good. Let MoF directive to close Cig Rat Holes as
a surprised Number to Revenue

Only BAT and Glove Counters Do well in MCO....3 quarters in a Row

RSS from 636,362 To 598,662, The more we come up "comments" to support BAT, Shorty gets
chicken-out easily. Stock market is First about GungHo spirit, TA/FA last