sold armanda at 35sen

FPI started venture into PCB with its major shareholder Wistron in 2019, but reach mass production in 2020. These revenue fall under inter-related party transaction, about 1/3 of FPI entire revenue.

added all margin line to cypark 1.41-1.42

added cypark at 1.41

sold back iris at 38sen

added iris with all margin line, all at 37.5sen

bought fp group at 1.01

bought all iris at 37.5sen

sold back hengyuan at 5.53-5.55

:D)

india incident involve Iphone assembly. FPI don involve in iphone supply chain.

wait for EGM 8 Feb to approve disposal gain >60sen/share

Upcoming Q result will declare dividend, based on historical 60% dividend payout, FPI is expect to declare 16sen -18sen

The main reason for FPI re-rating is due to commencement of NEW business begin last year 2020. These new business is partner with its major shareholder Wistron on venture into electronic Print circuit board.

These is on top of exiting business on bluetooh/wireless audio system which is essential item in PC, and old musical audio system. Therefore, FPI now is part of global electronic supply chain. It share price will mimic performance alike inari, broken RM 3.00 major resistance and then continue outperform

hengyuan profit derive from 3 main source of profit contributor, namely, inventory holding gain + currency gain (RM strengthen vs USD) + crack spread

matched cypark also order at 1.35

add all margin line to hengyuan at 5.20-5.22

bought back maximum fpi at 2.80-2.85

bought at 63.5sen

bought at 33.5sen

sold all supermax at 6.85-6.90

increase in other operating expense is due to one off contribution to Malaysia government + one off remediation expense to foreign worker.

These one off expense causing reduce some profit margin.

Supermax conserve big cash hoard USD 550m to reinvest BIG in US by capitalize biden new government incentive. new giant plant 18, ensure future sustainable profit growth

added all margin line to supermax at 6.54-6.55

sold back jaks at 68.5-69.5sen

sold back insas at 98.5sen

add all balance capital to supermax at 6.50

cut at 57sen

add more supermax at 6.49

sold back fp at 1.03-1.04

bought back supermax at 6.50-6.51

sold back fpi at 2.70-2.75

:D)

add balance margin line to jaks at 67.5-68en

bought back engtex at 58sen

accumulated all from 2.51-2.56

bought at 51.5sen

bought back fp group at 1.00-1.02

sold back all supermax at 6.80-6.90

add all margin line to supermax at 6.53-6.54

bought all supermax at 6.56-6.62

sold at 1.05-1.06

sold all cypark at 1.40

COD for unit 2 to be announced very soon. stay tune.

matched all buyback order at 1.02-1.03

use all margin line, increase stake in cypark at 1.36

takeover 80sen is almost reached, cash out all today, alike earlier FGV, upside limited unless revise takeover offer.

bought cypark at 1.34-1.35

sold all FP at 1.07-1.09

sold all jhm at 2.21-2.25

bought all kps at 84-85.5sen