TianChoi1 JJ Chan. Even better. White knight is coming

I used current Qr results and removed All big ticket items and AA needs about 665mil to cover
losses next Qr too. Next 3 Qr assuming nothing can be Done to Covid, AA needs 1.99Billion Cash.
2 scenario for 2022----1) Covid still cannot recovered Fully---AA need another 2.5Bil Cash
....................................2) Covid contained and Air Space open up But AA donT has the Plane
to carry passengers bcos half of AA planes under lease could be rented Out to other EU Co.
who are willing to pay.

Every Move need alot money......really a very Rich Sugar Daddy is needed ( maybe TopGlove
Boss is interested----Have Glove will Travel !!!! )

Look at how slow ASEAN covid vaccination is going on-----If Asean is still infested with Covid in
2022, you really believe China will open air space to AA. Without China market, AA just Collapsed

Just rumour I heard. DonT take it seriously

AA right issue is really difficult to take-off. Institution players like EPF donT even want to
subscribe AMMB's RI bcos most donT have spare Cash. To make things worst AA will Not able to declare any Dividend for next 5--7years
To compound things further, both Tony and Kama are selling personal asset to cover potential
margin Call----where to get extra Cash / Loan to subscribe RI. If owner donT subscribe RI who
dare to Buy??
The chances of Tony exiting AA is now more than 70%....Anyway he already sold most of the
Good asset and now a Full time Grab Driver cum Nasi Lemak Delivery Man

as you already know, my office now cannot get any Tax free BAT Dunhill Cig from Pakistan---
workers cannot go Home and come back therefore supply chain is broken-----the same will
happen if " Malaysia Rat Holes" are Closed----BAT Malaysia sales lost out to smuggled Cigs
will be recovered without doing anything bcos Customer donT even know whether Dunhill
they bought is from Pakistan Or BAT Malaysia!!!!!!

maybe you have mistook "local Brand as Illegal Cigs ) There are atleast 3 other Local Cigs
Manufacturers beside Philip Morris and BAT----As my Understanding of illegal Cigs means,
BAT Cigs from said Pakistan that pays 15% Taxes are redirected to Malaysia Port and Sold
as Local "Fully Paid Tax Cigs"
For your info:
My Pakistan workers are buying from Pakistan Airport Premium BAT cigs around RM 4.50--5.00
per pack. My office sapu every Carton they can bring back at RM10 / pack

really caught off-balance by so many warrant conversion shares Selling ( really nuts )
50cts is neither a support Or resistance----have to wait to see First. People get frustrated and
they dumped. This is the real cause of current plunged

These are 1Q revenue i pulled out from record BEFORE no smoking at public places and Doubling
of Cigarette Taxes...
1) 31/03/2017.........1Q17 (revenue)......RM 770,724,000
2) 31/03/2016..........1Q16......................RM 1,021,012,000
3) 31/03/2015...........1Q15.....................RM 1,274,017,000
4) 31/03/2014............1Q14....................RM 1,154,310,000
5) 31/03/2015............1Q13....................RM 1,095,739,000

One Billion Sales on 1Q21 is a easy job for BAT if there is a "shock in the Rat Holes" for
premium Cig just after MoF announcement to centralised Container shipment for Cigs.

Only your 5years Old son will believe you if you said there is no illegal Cig from 2000 to 2017...
The real falling knives that killed premium Cig was banning smoking in public place ( Big Boss
cannot smoke so demand drops....RM18/pack is just wanton mee to me.....no big deal )

If BAT hit 1.0bil sales in 1Q21, maybe for the first time you see a "Big Blue" hit Limit-up. This
will remove some of the thunder DataPrep is creating on a daily basis

usually from what i saw in Port Klang, illegal Cigs caught are Burned after Custom finished
documentation. Maybe some are stolen on the way to burn-site and resold but qty is not more
than what their hands can Hold. ( no more entire container disappeared )

Another very Good 1Q21 for KPS. I add 15% extra to last Quarter Revenue And 1Q21 revenue is
56% UP YoY ( Let hope management will declare Interim Dividend )

Is Dnex Menara Lien Hoe Gang stock too????

Philip Morris 1Q21 doesnT reflect BAT Malaysia advantage----We got MoF directive in Jan2021
to Close All Rat's Holes----Regardless what, Police and Custom have to show they are following
this Directives Or else their immediate Boss position will Change ( no more power)

Do expect a substantial jumps in premium Cig Sales----so profit is unpredictable at Best---Not
SuperNormal But abnormally High Profit

Jaks RSS short is higher than AirAsia ( airasia is a corpse without burial---rotting in hot sun )
Something is not right

Yes. 50cents is possible bcos insane conversion of warrants and Sell immediately. You can
go to investment Bankers and say you have so many Dnex warrants but you have NO money to
convert.... The Banker is "over-joyed" when he sees 30cents premium as of Today. Banker can
arranged money and Selling on your behalf

Mak_kiah would not break 6 until HK listing Done. just hold and wait =)

***What happen if HK ipo falls below listed price?????

cursed of jpm

https://www.bursamalaysia.com/misc/missftp/sblnt/NetShortPosition20210415.pdf

RSS boys have all disappeared. RSS boys are All Bankers themselves so when they give
good review (bimb lately) it is obvious RSS positions are Gone. ( IB are mostly crooks )

difficult to climb with so many sellers. Need a lower support for short term. Daily large
amount of warrant conversion at 50sens is affecting sentiments too.

Really no need to look at FA ( already set in Stone )----Next resistance should be 1.25--1.35
( i just need to reload my Coffee and biscuits for the show )

As i said 2 days ago, Dnex TA shows it is forming a Bottom at 82--84 sens, give or take one
week, a solid bottom will be formed ( yr patience will be rewarded)----Just too many contra
players here, hard to say when it will shoot up but for sure RSS boys have all left (check below)

https://www.bursamalaysia.com/misc/missftp/sblnt/NetShortPosition20210413.pdf

If Bank analyst can make money by just reading Charts, he doesnT need a Day job.

must be joking, you can quit smoking....10yrs ago a survey in China indicate 700mil Chinese
Tobacco smokers....now it is better in China...500mil smoke Vape now ----300mil Chinese Try RM120 Tobacco Cigarette (Chinese Brand )

......................................................Revenue..................Profit.................Price
31Dec 2020...................................660,229M................72,720..............14.0
30Jun 2019....................................640,805M................76,365...............30.44

Bcos BAT is in a pandemic( moving out ), market didnT give or even match price given in
30Jun 2019 ( 30.44 )----Even BAT achieved a Higher Revenue now as compare to 30/06/2019.

But things will change as Covid will end soon somewhere around Nov--Dec 2021 where BAT
revenue will Hit 850m with Dividend around 50+++ ( If price donT adjust by then, you should
sai lang all in )

The Total Sales Volume on 19 July 2019 should be match on Nov---Dec 2021 ( Vape Vol. should
be picking up rapidly bcos BAT didnT sell any Vape before MOF imposed 10% import Tax )

On 19 July, 2019, BAT price was 30.44

momo0698 someone park 1.5k lot on 14 intentionally

This morning before opening, i saw only 4,800 parked at 14 ( yesterday could be a collection
Day for someone----anything below 14 is "char Siew Pau "

Silterra's products mix are general IC for Auto, WiFi, Radio, and Industrials IC. Each IC maybe
cost RM 0.70--1.50 a piece but worldwide Order size maybe 50---220mil pieces per Order.
General Design IC used by All Electronics Equipments/Gadgets maybe have 2000--3000 designs
So just a estimate--- world wide IC demand of various designs is around 440 Billion pieces.

While a micro-processor produced by TMSC using 5nm, 7nm maybe just 10---20 million pieces
per order but each micro processor cost RM 500---2000 a piece

BAT Sales Revenue should average 850mil in 3rd Qr ( 2nd Qr "coming" might not reflect Vape
Sales too much, but will indicate economy recovery )

I believe Vape will have a Sales Vol. about Half BAT Qr revenue (about 400mil in 2022 ) Given
Malaysia Vape Biz is 2 Billion Or more

Given BAT got 42,500 outlets, Each Outlet need only a Sales Volume of RM 3,000 / Month and
that will give BAT 127mil Sales per month from 42,500 Outlets----In one Qr, Vape will
contribute 380mil to Revenue ( Huge Number )

Regulation is Good for Vape. Control illegal imports and required All retail stores to pay 10%
Sales Tax ( same as BAT ) BAT has 1700 distributors and if each distributor has 25 clients....BAT
has 42,500 Outlets in Malaysia for Vuse Vape

Bottom reached.

https://www.bursamalaysia.com/misc/missftp/sblnt/NetShortPosition20210409.pdf

No more RSS positions for Dnex. Shorties Bought Back last Friday

https://www.bursamalaysia.com/misc/missftp/sblnt/NetShortPosition20210409.pdf

2 weeks ago I still see velesto being "Short" by RSS ( 10mil ++) ------Last Friday All Gone
Even Shorties have All Buy Back

another 2 contract win will surely ends Velesto in Full Circle , back to 30cents

You cannot compare China Electronic capacity and Silterra.....China economy is 14.7 Trillion....
A 1 billion project takes less than 30 mins to Decide ( yes or No )

Dnex share price consolidation around 82--84sens should be the bottom. Without this
correction, price cannot breach 1.0 and above easily. If Dnex stays at 82 / 84 for one week to
formed a strong bottom, next Leg up should test 1.25 ( 150% of 82sens----strong surge )

Once KPS has a dividend payout ratio policy, Investment Bankers immediately shine their torch
lights at KPS. From zero research done on KPS last years, suddenly i read atleast 4. However
all good things always ends with a Catch----Banker Call warrant ( really hate this Banker's Bet )

With minimum 30% dividend payout ratio, KPS is levelling itself among the Elite ( look at
Maybank dividend payout ratio 40--60%.....
https://www.theedgemarkets.com/article/maybank-committed-existing-dividend-policy-keeping-40-60-payout-ratio

https://www.malaysiakini.com/news/569700

Now we got Anwar started attacking AmBank's PP....Strange ---even politician get into Banks
politics ( maybe they know, a little more than us )

Jaks is now in 5th place in RSS ladder

Not a good idea to keep for short / even medium term, i saw net RSS numbers has increased
by a few million after Qr results

https://www.theguardian.com/business/2021/feb/20/tobacco-giant-bets-1bn-on-social-media-influencers-to-boost-lung-friendlier-sales

BAT (international) is Not new to Vape users----In 2023 Bat target 500millions nicotine
consumers with 100 Billion pounds ( about 500 billion myr ) revenue

Kaki goreng are gathering bullets today for a rally.
KPS was around 1.50 before Splash Sales with annual profit around 50mil (revenue 250mil--300
mil )----Today KPS is only 1.08 with Revenue of 1 billion ( in the mist of a pandemic ) Also
excluded in annual profit is 40mil of profit guarantee( request for deferment ---to be added in 2021 or 2022) --- 2021 should be a much better year than 2020----Give or Take, you add around 25--30% Or 1.30 Billlion in 2021 Annual Revenue-----That is about 500% more revenue before Splash was sold-----Before Splash sold, KPS price 1.50----Now ?????

10ml of Vape liquid averaging around RM14 yesterday. I think NO tax is paid. If Gov can
implement the 10% tax, vaping cost is similar to a pack of Premium Cigarette. Until today No Manufacturer is awarded a Vape Manufacturing License so all liquid Vape on the Street is "illegal"
if they donT paid 10% Tax ( 40sens tax / mL is actually very Expensive )

With No Vape Manufacturing licence ever awarded, BAT stand a Good Chance of receiving
one soon ( Gov can levy 10% sales Tax with No complication as compare to Road Side Seller )
10% Tax works wonder for BAT bcos if BAT received a Manufacturing Licence, it can officially
closed Down all Vape Sellers without a valid manufacturing licence----2 Billion Biz

The Making of RM100 BAT

First time in more than a year Banker's Tp breach 20cents ( HLG= 21c ). As i said before,
there is another 2 contract announcement in April--early May ( from previous time Table
announcement )

Untrust worthy management-----always speak with forked tongue. Unloaded long ago

https://malaysiastock.biz/Company-Announcement.aspx?id=1307660

Puan Suzila binti Khairuddin is deputy CEO of Operation. Small fish but Insider. If she started
buying even only 100K is actually a Huge amount given her salary scale. Speak very Loud
what KPS will get from " Rasau Water Treatment Plant "

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

Institution players are not going to push but just park Huge collection at 0.145....waiting for
Quarter Results between 19---23April ( earliest )

Current situation is quite Dicey. Oil price is not going Down and USA summer Driving season is
fast approaching ( Oil consumption will Rocket coupled with frenzy demand for Air Travel )

All we need is just one catalyst like what YKK did to KPS.....Limit Up in just 3 hours( morning)

Buy parking is more than 500% than Sell parking. Expectation of a Rally in coming Days

At the rate AA is burning Cash, 2021 needs RI of 2.0 Billion injection just to keep forex and planes
on the Ground (lease payment )

Another 2 billion RI is needed to Keep Planes flying in 2022 and 2023

Honestly, i donT think Tony and Kama got any money LEFT for RI ( including Tune )

New Owners are bound to come in. I think Stanley Choi is speechless now

https://klse.i3investor.com/servlets/ptres/59177.jsp

AmInvest gave 0.290 Tp based on 50% discount on Book Value (nta=59sens) of Sapnrg

I donT think AmInvest is giving a previous Vice President of Petronas sufficient Trust!!!

Anyway, i believe we should give atleast 30% above NTA for CEO Anuar Taib's Credential

New Tp= 0.770

If you Buy 1000 shares at 5.00 before Covid-19, you break even at 1.65 today. So you see
selling can continue well below 3.50 and there are many holding Bonus issue still not
financially Hurt ( just pride )