obviously they want HSR KL-Johor

Menteri pengangkutan Singapura memaklumkan kepada parlimen mereka bahawa sebab utama projek HSR KL-Singapura dibatalkan ialah sebab kerajaan Malaysia tidak mahu tender-tender kontraktor serta pemilihan teknologi tren dibuat secara tender terbuka dan dinilai serta dipantau bersama Singapura.
Dulu bila saya usahakan projek ini, saya dengan sengaja mahu kedua-dua negara bertanggung jawab atas kejayaan projek tersebut supaya penyelewengan dapat dikurangkan atau dielakkan.
Tapi pendekatan kerajaan PN agak berbeza. Mereka mahu pilih kontraktor dan vendor projek secara terus tanpa campur tangan negara Singapura.
Kerajaan Singapura juga tidak bersetuju dengan permintaan kerajaan PN untuk tren HSR berakhir di KLIA.
Di sana penumpang akan tukar ke tren ERL milik syarikat YTL yang lajunya separuh dari kelajuan tren SHR untuk sambung perjalanan ke ibukota.
Saya rasa keputusan ini adalah sangat pelik sebab pengunjung dari Singapura mahu perjalanan terus ke bandar Kuala Lumpur dalam masa tersingkat - bukan mahu berkunjung ke KLIA lalu tukar ke tren yang lebih perlahan.
Jika pengunjung dari Singapura mahu pergi ke airport untuk naik kapal terbang, mereka akan pergi ke airport mereka.
Buat apa mereka nak naik tren HSR untuk ke KLIA?
Oleh sebab kerajaan Singapura tak setuju dengan dua permintaan utama kerajaan PN, Malaysia pun batalkan perjanjian tersebut dengan membayar ganti rugi sekurang-kurangnya RM320 juta hingga RM1 bilion.
Projek bukan dibatalkan Malaysia sebab Covid seperti diumumkan kerajaan PN.
Lalu kerajaan PN buat keputusan untuk lanjutkan tren ERL ke Johor Bahru sebagai projek HSR KL-Johor Bahru medium laju dengan kos hampir sama projek HSR KL-Singapura yang dibatalkan mereka.
Oleh sebab syarikat operasi akan rugi memanjang akibat jumlah pendapatan dan penumpang yang akan jauh menurun jika tidak sampai ke Singapura, kerajaan PN juga bersetuju membayar pampasan setiap tahun kepada syarikat ERL.

https://www.freemalaysiatoday.com/category/nation/2021/01/04/malaysias-move-that-derailed-the-hsr/
https://www.chinapress.com.my/20210104/%E9%9A%86%E6%96%B0%E9%AB%98%E9%93%81%E5%91%8A%E5%90%B9-%E5%AF%BC%E5%9B%A0%E6%8F%AD%E6%99%93-%E5%AF%B9%E8%B5%84%E4%BA%A7%E7%AE%A1%E7%90%86%E5%85%AC%E5%8F%B8%E9%97%B9%E5%88%86%E6%AD%A7/

https://www.freemalaysiatoday.com/category/nation/2021/01/04/singapore-spent-more-than-rm821-million-on-hsr/ really rubbish country make a shit decision

He added that recent aluminium price gains underpinned by the recovery in aluminium consuming industries, particularly the automobile sector in China, would further support the industry in 2021.

“We project the average net cement selling price in Peninsular Malaysia to rise by 8% to RM260 per tonne in 2021 forecast (2021F) (versus an estimated RM240 per tonne in 2020),” said Yap.

The analyst added that the conditions are conducive for a price hike with the emergence of a price leader in the market (controlling close to 60% of total industry clinker capacity) following YTL Cement Bhd’s acquisition of Malayan Cement Bhd in 2019, as well as the easing supply pressure after Malayan Cement and Cement Industries of Malaysia Bhd shut down one clinker plant each, effectively removing annual clinker capacity totalling two million tonnes equivalent to 8% of industry clinker capacity from the market.

“Meanwhile, we project cement consumption in Peninsular Malaysia to only improve by 5% to 4.4 million tonnes in 2021F (from 4.2 million tonnes estimated in 2020) driven by the gradual resumption of construction activities (of ongoing projects) and new property launches,” he added.

monster m ruin everything

hahaha, up 11.11% is sell down. this guy is cute. guess he know nothing about volatility and never plan the risk. Nothing is certain in share market. btw I have some c34 waiting for HSR and sukuk

c37 had longer maturity day , higher premium is acceptable. just difference ticket but same train
Huat

c48 still got buyer, amazing

break 0.725 first and than a big wall at 0.8 , be careful in cw , MM make cw is to make money from retailers. anyhow C34 is really attractive

Iriz no match to Axia or Myvi but this one or something like this one sure can
https://www.automachi.com/2019/09/featured-geely-yuanjing-x3-suitable-for-malaysia-market/

c34 ? huat ah!!

limited downside, TP 1.2 once HSR revive

DRB 也是Honda, Mitsubishi , audi, volkswagen的分销商

Depending on the outcome of the realignment, there was also the idea that the HSR could be connected directly to KLIA, even though the idea was said to have been rejected by Singapore.

There was also another option — to have an ERL station built in Bandar Malaysia, the eventual terminus for the HSR in Kuala Lumpur, says a source close to the PH coalition. This is because while there is no plan for an ERL station to be built in Bandar Malaysia, the ERL line already runs on the edge of the mega development.

An ERL station at Bandar Malaysia would allow HSR passengers from Singapore and the southern peninsula to hop on the ERL at Bandar Malaysia to get to KLIA, instead of taking the Putrajaya Mass Rapid Transit (MRT) Line to Putrajaya Sentral.

The ERL runs faster than the MRT, and the latter also has more stations than the ERL and requires another change at Putrajaya Sentral. If an ERL station is built in Bandar Malaysia, passengers from the HSR would need only one change to reach KLIA and klia2

SinGor you have sharp vison , hope you are right!

finally

tomorrow break 2 ?

better dont build anything in Malaysia, you now what? we have to bear all the cost ourselves if we do that. lets learn how to ride the cow, cheap and green energy

uncle bought a lot

a bit slow than expectation hope can break 2.2

https://www.channelnewsasia.com/news/singapore/kl-singapore-hsr-leaders-discuss-progress-of-talks-13685180

see you guys at 1

what happen in glove will happen here

hold tight more to come

limit up

foreign funds sold all their share to comply MSCI , new banker in

cheaper than ytlpower

foreign fund sell due to delisted in MSCI.

bad bad result

https://paultan.org/2020/11/20/mitsubishi-xpander-now-on-display-in-showrooms-nationwide-first-deliveries-of-seven-seater-begin/
https://paultan.org/2020/11/19/new-honda-city-bookings-close-to-9k-2-4k-delivered/
DRB代理的都热卖. X50 Xpander City 都要等。

POS cold warehouse might play role in vaccine storage
https://www.orientaldaily.com.my/news/business/2020/11/16/375658

李春荣
30分钟 ·
宝腾X50(滨越) 今天上市，四个规格，六种颜色，价格从7.92万到10.33万马币。
接下来，就是尽快交付在上市前接到的25000张订单！
非常感谢大家！
- Car maker’s second SUV launched virtually on social media
- Prices announced as company confirms more than 20,000 pre-launch bookings made

pos logistic

next week will fly

https://www.statista.com/statistics/245486/suvs-share-in-chinas-passenger-car-market
Malaysia will have the same track. X50 will replicate Wira glory!

boring , see X50 got what colour is better , live now

last year fake news hit 1.00 , now real one...

tomorrow limit up

Jan 8506
Feb 9974
March 3277

April 141
May 5676
June 9623

July 13216 Vs 8590 ( 2019)
August 11378 Vs 9127 (2019)
Sep

Oct onward we have X50

so. wait what??

mitsubisi xpander New honda city , X50 all under DRB , 这个九月DRB 根本就是汽车界的 Avenger

if the X-50 pre order this month hit 10K, how will this beast react?
call proton SA at your area, you will find something really interesting.

forget glove, next theme play is oil and election counter(gov link) MRCB, gamuda, Pos ,Myeg. many construction project will released before the election, Uem , Sunway ,YTL, Ekovest, IJM worth to have a look. They will announce resume of HSR before election to show they have fully support by Singapore, and others multi national project especially China to show you dingding is good leader, better than Tun M, at least.

bottom already, window dressing will uplift to 0.9?

with this market, the possible is there. Analysts give Topglove TP 25, few years ago, Hengyuan TP 30. LOL

last quarter, mail revenue come from 23days(0.60) +33days(1.30)=57 , next quarter is 60days(1.30) + 7days(1.30)=87, 50% increment in mail. assume courier increase 60%

190m X 1.25 + 178mX1.6 =522.3m that is 150M increment only. Even with cheap petrol , recover of logistic, so sad, maybe can made 50m proft only next quarter. EPS 24 only...so sad

6个月后，国际邮费起价，还是由pos自己决定，不用政府批准。

what drive Q1 to record net cash of 42M? commercial mail need to sent must sent after mco, since cmco, business mail increased, courier increase, aviation logistic recover , August QR no more red. X50 is another catalyst to DRB and POS. and dont forget 6 months later, UPU member countries will be eligible to set their international postal rates. good QR at August and Nov,X50 to be launch anytime soon, follow by postal tariff hike in Jan 2021. sell pos now?? I dont think is a smart move, anyhow, this week big shark sure press the price, no holding power dont touch, keep 6 month sure win

now, auto cruise to TP 1.2 , 1.4 and than we talk about 2 at August.
Next QR expected to be released on 21 or 24 of August. Pos sure have good show before this. C36 45 high risk high gain . C 47 49 is safer and might deliver 100-300% profit, add more c49 this few day.

1.4 is price reflected 170M loss. Postal tariff just 2 month to next QR, which confirm make profit.
long time no see such confidence announcement by POS
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3058730

down trend , add C49 today, tomorrow maybe can get some at 35