Waiting to celebrate Sap's Mad-Dash to 30sens finish Line

Usually market price Lag Bank's Tp by 30% or more( Bank's Tp forward looking ) Right now it seems Velesto market price is almost approaching 18cents ( among Highest )---Maybe Velesto
short term bullish price is 22 cents ( If Sapnrg makes a Mad dash to finish-line 30sens, i donT
think Velesto will just squat at longkang besar smoking illegal Cigarette )

2020 Total profit is 40.860mil ( 30% as dividend is 12.258mil----about 2.5cents )
Based on 4Q20 results, KPS should average 108mil Profit in 2021-----30% Dividend about 6cents
6% yield beat All FD Rate now

Usually 30% Dividend Policy can attract Institution Investors. Annual One Billion Revenue is
within Mid-Size Bursa Company

2.5cents Dividend payout actually All Came from 22.70Mil annual installment from Splash Sale.
Safe to say, this Dividend payout is "confirmed " for 8 more years ( rain or Shine )

Of course if KPS makes "super Normal" profit in between Quarters---interim Dividend is
still on the Card

https://malaysiastock.biz/Company-Announcement.aspx?id=1306545

Coming out with a Dividend Policy of distributing atleast 30% of Profit has significant impact
on very Long term investors-----2 thumbs Up

There is 2 type of Share Drops
1) Drop from Short Ladder.....up and kicking again in no time
2) Drop from a 2 storey---Butt first----Broken Leg Bones-----long time to recuperate. Even if TG
hit 3.50, there is no immediate recovery in sight ( next pandemic in 5--10 years )

Everybody is Hoping to catch a Fat Frog at 3.50 ( could be cow dung )

Notably, the division successfully installed the first monopile at an offshore wind farm in the
Taiwan Strait earlier this month, marking the start of the Group’s maiden foray into the
offshore wind sector**************

SAP new Biz is Wind Mill-----

https://www.theguardian.com/business/2021/mar/10/china-leads-world-increase-wind-power-capacity-windfarms

7 yrs to clear 10.3Bil Loan( most likely no Dividend but just hope for Capital Gain )

strattegist @taihai... NTA is an accounting terminology for the purpose of accounting only and it could not be construed as a reality..

Yes ,,,your Car might worth somethings but you still has to settle your Car Loan

Give or Take 20sens in 10 days ( my ass is now exposed and collaterised---atleast worth
somethings ) Hopefully 30sens by end April

DonT blame USA. Malaysia Gov also Fined TopGlove. Tan Sri's ethics is questionable.
Why USA didnT Hit Hartalega and SuperMax, Both Sell more Glove to USA

10.3Bil Loan secured---------------------

The way this loan is written----Investors and Management are collateral (including PNB) Which
means Sap shares price has significant bearing----SAP asset is negative Pledge (so cannot
sell asset if this loan is Not service. Kind of funny, TaiKo is PNB-- donT need sell my underwear
in worst case scenario )

Latok K 5B loss? basi sudah lo..time to buy more.

AA will suffer more "Operating Loss" if Oil Hit above $80 ( what i saw in 2018 ). Chances 2022
Oil price will arrive $80 ( post-pandemic rally usage )

AimInvest is the most accurate predictor of AA 2020 losses (3 Billion ). Looking at current Covid
cases, 2021 is also a Gone case for AA bcos Vaccination is not moving as fast as Desire.
Any turn around will only happen in 2022 ( --- 2ndQr in July 2022 ---long wait)

Potential battle between Cimb and Shorties who want to cover-back by Today. Knowing
very next Call will be 16.88

Get ready for Maximum Goreng. Umno AGM said No Plan B for Ge15----Mother of All Battles

Umno AGM has sounds War Drum on Ge15----Only Forward march, Retreat is Treason. For me
where is the money for Ge15?? From Bursa?? If Monday all Goreng Stock Fired Up on All
Cylinders, you know the answer already

Of Course Kenanga still didnT Top-Up yet is overjoyed with this announcement (Tp 0.11---maybe
they should give zero )

All impairment loss will be reverse the moment Daily Jack-up Rate Hit $80,000 / Day ( most
likely around Nov/dec 2021 ) You should worry about impairment loss if economy is still
plunging. Impairment loss is "just a accounting " announcement that Equipment are seating
Down Idle ( Impairment is a accounting entry that doesnT involved Cash---reverse any time when Management feels it is appropriate )

Why Velesto didnT crash after this Impairment announcement? Bcos IB feels Oil Outlook is positive in long Term

Today. I look at how safe when you invest your money in TopGlove vs OskH

-----------------------------------ShareHolders Equity--------------------Reserve (as of latest Qr )...Price
1) TopGlove.......................1,831,244,000..................................6,339.393,000....................5.15
2) OskH..............................2,095,311,000..................................3,242,334,000...................1.02

Now you know why Tan Sri wants to list in HK to raise 7.7Bil ( to boost Balance Sheet ) Once
average selling price plunged, TG got to fall back on Equity to support Borrowings.

For me Bad Times always follows "after" Good Times plunged, OskH got 1/2 the reserve of
TopGlove which means OskH can last a long time before Olh asks for Help from Shareholders.

OskH Price can move to 2.50 without any pressure on Balance Sheet (remember i am
comparing one of Top Dog in Bursa( TG) where Banker Tp breaches RM 8--9 for TG

Are you talking same Co.?? Baru Bangun...Consortium Different Co / Maybe enter wrong forum

I think there is another 2--3 contracts announcement coming / soon in April

WouldnT you be very happy if you owned DataPrep at 17cents and Goreng Up to 3.80!!!
I just made the comparsion at DPS ( 3 straight Qr of growth and price ended no where )

Look at Data Prep lastest Qr ( just Out very Hot )
1) Revenue-------12.571 mil
2) Profit -----------Loss 2.98mil
3) NTA-------------5 cents ( Closing Price 1.76----Ikan Bilis gave 3520% over asset backing. I
( remember Tony (AA) was crying bcos Investor didnT give AA atleast
( 30% over NTA )

Madness in Bursa Or what????

However if OTB & Co decided to move in, then it is a different Story. But OTB and Olh got serious
teeth marks on each other over PjD....If Let by-gone be by-gone and makes no quarrel with
money, OskH can easily reach 3.0

DonT think YKK bought alot OskH. Most likely he will keep until price arrived 2.50 ( nta value )

2020 annual report saw Singapore Gov dumped BAT. But CIMB (local) bought a Big Block.
Cimb always has advance knowledge when Foreign Funds are coming in ( Cimb always Buy
to dump at Foreign Funds Or recovered Call Warrant Losses

RM5.0 seems rather far fetch for RHB alone but OskP and PJD valuations are Hidden and
never exposed by Olh ( for fear previous Holders of revolting against Him for taking Both
Co. private )
1) You have to ask OTB about PJD valuations but I felt from rough estimate it is between
2.0--2.50 ( high side )
2) OskP was absorbed at 1.70

So in a nutshell.....except for Osk (with RHB)....PJD + OsKP = RM 4.20 (without RHB )

In one previous AGM, i asked Olh, how much is RHB worth? He said Should be 12.0.
Indirectly one Day i asked him on the way to Lif, how much OskH should be----RM 5.0
( The price never appeared in modern times but Old Osk( 20yrs ago Did Hit RM4.50---during
Goreng Times----6.0 )

2020 Annual Report didT register any significant changes in Big fish share holdings
1) EPF up from 2.78% to 2.94%
2) Kwap same 0.58%
3) PNB (amanahraya ) drop from 0.9% to 0.41%

If EPF increase from 2.94% to 7%, OskH will touch 1.50 in short term

KPS has never failed to pay dividend for the last 10yrs except last year. But it is also bcos KPS
payout 37 cents in 2019. In 2020, KPS makes more profit than 2019 in the Middle of a pandemic
It is reasonable Management should stick to Dividend policy whether Rain Or Shine

5sens final Dividend shouldnT caused any hardship to KPS cash flow. RM22.70mil installment
back-pay ( 9yrs) from Splash Sale (including 5.25% interest) is enough to give 26.85mil as
Dividend----I was Hoping for 10sens Dividend but anything in-between 5--10sens will make me Happy.

Looking at the Revenue jump in Electronics Plastics Division, a 3 sens Dividend every Quarter
in 2021 is well within reach KPS earnings capacity. KingColi will be a serious revenue
contributor in 3Q + 4Q---just imagine 1.9T pump into USA economy will do to House improvement
market ( maybe another Trillion coming in June too )

you all think Black Market is FREE. Far, far from what you think---It is Not cheap. For example,
a few years back if i ran a Traffic Light and get caught----can settle with 5 or 10. But now aday
they want 50 bcos going to court means 300--1000 fine

When MoF put all Cig transhipments into one port, all Gov got to do is to elect a Pas Politician
in-charge and all 5000 operators just Freezed. Bcos "He" can see you!!!

https://malaysiastock.biz/Company-Announcement.aspx?id=1304009

When Macpie Hit Limit Up, Bursa sent a query for UMA on the "same Day".....When KPS
Hit Limit Up, Bursa is silent. Why? Bursa knew kps is under value Or Ykk has a underTable Talk
with Bursa management?

https://www.reuters.com/article/us-britishamericantobacco-lawsuit-philip-idUSKCN21R2MJ

BAT and Philip Morris are suing each other over "patent rights" of Heat Not Burn (HNB). Why?
Bcos Cigarette smoking is switching from Traditional form of Lighting Up a Cig to just Heating it
to extract nicotine and aroma from Tobacco Leaf-----It takes 200years to make this switch bcos
of Health Reasons.
Everytime a Cig is Lit-Up, some 2000 chemicals are formed from Burning Cig. Same chemicals
give you Lung Cancer and Cigs smoke give you "Black-Lungs"( blocked Lungs from receiving
Oxygen )
I am 99% sure Malaysia Gov will jump-in to support HNB trend( "healthy New Trend") bcos what-
ever Taxes ( 2--4 Bil ) from Cigs are actually plow-back to subsidise Lung Cancer patients every
year.
Traditional Cig are Taxed 40--45% and increasing every-year, but Gov might subsidised HNB
equipment to promote fast switching from normal smoking. Long story make short, Tobacco
usage will jump back to 1980--1990 period And who controls majority selling Outlets----BAT,
more than 50,000 Cigs Selling Outlets

BAT wants to manufacture Vape in Malaysia so they want Gov to provide "Spec"----Everybody
can import Vape now but Cannot Manufactured Here yet

As of 01 Jan, 2021, All Licence / Legal Cig Manufacturer can Sell Vape----Read under MoF
announcement ----Custom will Levy 10% Sale Tax ----You are 3 months Later. Announcement
already made in Nov / Dec 2020

If 300mil is what 10% extra taxes---extra Revenue from Liquid alone is 3 Billion

https://www.theedgemarkets.com/article/tax-revenue-rm300m-possible-if-vape-regulated-%E2%80%94-rtba-malaysia

1Q21 results will be a Preview what extra revenue from Vape. 2Q21 results will stunt everyone.
Same like Glove " super normal Profit "

some Good news about current MoF Hit on illegal Cigs is working. My Bangla workers told me
they are paying RM 9 for their favourite Brand this week( up from 7 ) And going Up

Four or Five months ago I coined that KPS worth about RM5 ( seem far fetch, but it is Not )
A warong talk with Datuk X seems to reconfirm 5 Tp....

Since Buying CenBond at 1.72 / 1.76, KPS valuation didnT improved but keep falling instead.
How to extract Value from CenBond?? The only way is to Relist Cenbond at 2.0 ( 200m NOSH )

Second was to List CPI and Toyoplast together for more than 2.50 (actually Revenue for Both
Companies after being Bought-over have improved tremendously ) (250m NOSH )

Combined these 2 listings with KPS mother will bring KPS nosh to 1.0 Billion shares

Mother KPS is nothing short of Asset----Got Smart Pipes, KingCoil, KPS-HCM, Cooking Gas
Distribution, Sprint, Menara KPS and other smaller units. Should worth between 1.0--1.50

NEWCO with 1.0B shares and price at 5.50

How to combine All these asset and come-out a New Share Price (NewCo ) is
very complex. And how many shares (NEWCO) are distribute ( to be received by current shareholders ) requires a Details Valuation by Investment Bank ( TheEdge Report )

Only DPS got 220% Up side if Hit 30sens Limit-Up to 43sens.---The rest of Furniture counters
are mostly fully Valued. Even Dominant is almost fully Valued after one LU

Top 30 Holders combined holds 42%------Ikan Bilis holds 58%. No-wonder Volume so High---
1.251 Billion shares held by Ikan Bilis. Volume did Hit 1.0Bil twice. Looks like you throw to me
and later Buys backs at Higher price.....You need GLC like PNB or EPF with Deep pocket as
Traffic Police

Monday will be a Good Goreng Day----Dow closed Up 293pts (Future Up 321pts ) Oil at 69.22
EveryBody ----Wake Up Early Monday ------( going fishing on Sunday to calm my nerve first )

I look back at today buy/sell Q (after Hours closed )

Buyer---------------------------------------------Seller
43,200 / 12.84 (closing )---------------------300 / 12.86
20,100 / 12.800( closing)--------------------2,900 / 12.880
...............................................................12,100 / 12.96

This is a unique situation which might reflects true intention of someone trying to CULL more
shorties on Monday. CIMB might be defending at 12.96 (12,100 )

During Covid period, Communication electronics, LapTop, Wifi products fly off the Roof-------
post Covid ( end 2021) Heavy Ticket items like Industrial electronics and Cars received massive
demand bcos EU pump 1 Trillion and USA pump 1.9 Trillion into the economy-----The surge
in electronics demand will last to 2023 / 2024 period----If Dnex donT surge to RM3, we have
wasted Time being here

SweetNovember 19th Major Announcements. Will suspend for an hour.. . Stay tuned RM1. 70 next week.

maybe 10cents dividend

If you look at Tesla and Silterra, both seems to have one common traits----The one Only.
Five years ago, Tesla was loosing One Billion per Quarter. Why Americans are still Buying and
Paying $ 200, 300, 500 for One share----I guess and think bcos there is Only One Tesla

Current Dnex price pushing seems to be supported mostly by " You and Me "
Just like Tesla, Silterra is the only One in Malaysia---whether Silterra makes Hundreds of Million,
" lain Kira now "----It is just F**King syiok to push everyday

If you loss money, blame Tesla, Not me

I think Uncle Koon did't pay any attention to other stock until 2--4Days ago. All his money and attention is focus on SuperMax. Actually, Furniture stocks started moving in June 2020

Anyway with Uncle Koon hyping furniture counters, most likely many Furniture stock including DPS
will Jump sooner or later.

I like to Top-Up on Dps but my margin account is fully loaded. Buying with Cash is very difficult
in Covid period bcos Banks dont loan enough Cash for Biz operation.

I think MacQ caused panic to shorties( quickly covered back) As i said before Mac need to sell
Call warrant, He wants price higher than 16.88