sold back today kps at 35-35.5sen

sold back Dsonic at 76sen

sold back EWI at 43.5sen

sold back myeg at 95sen

sold back at 75.5sen

sold back at 1.10

add kps at 33sen

bought EWI at 39sen

bought dayang at 1.04

bought back jaks 73-73.5sen

bought Dsonic at 74.5-75sen

bought myeg at 92.5-93sen

sold back all jaks at 72.5sen

bought back all jaks at 70sen

Enough handsome profit for today. stay sideline first

sold back jaks-wb at 51-52sen

sold back jaks at 77sen

Jaks and Jaks WB return back as portfolio largest ever stake with margin leverage further today.

add further jaks-wb at 46sen

bought back also jaks-wb at 44.5-45.5sen

bought back all jaks at 71-71.5sen

sold back all jaks at 72sen

Recovery mode

More clinical trial on vaccine development updata. China apparently is front-runner.

https://www.chinapress.com.my/20200323/%e2%97%a4%e5%85%a8%e7%90%83%e5%a4%a7%e6%b5%81%e8%a1%8c%e2%97%a2-%e6%96%b0%e5%86%a0%e7%96%ab%e8%8b%97%e6%8e%a5%e7%a7%8d%e5%bf%97%e6%84%bf%e8%80%85-%e8%ba%ab%e5%88%86%e9%99%86%e7%bb%ad%e6%9b%9d%e5%85%89/

武漢有條件解封！撤銷市內關卡 逐步恢復公共交通

https://udn.com/news/story/120936/4435063?from=udn-catelistnews_ch2

The treatment also under clinical trial

https://www.chinapress.com.my/20200322/%e2%97%a4%e5%85%a8%e7%90%83%e5%a4%a7%e6%b5%81%e8%a1%8c%e2%97%a2-%e6%b2%bb%e6%96%b0%e5%86%a0%e8%82%ba%e7%82%8e-%e9%a6%96%e6%ac%be%e4%b8%ad%e8%8d%af%e8%8e%b7%e4%b8%b4%e5%ba%8a%e6%89%b9%e4%bb%b6/

Vaccine is currently under clinical trial. The initial outcome will know after 14 day

https://www.chinapress.com.my/20200321/%e2%97%a4%e5%85%a8%e7%90%83%e5%a4%a7%e6%b5%81%e8%a1%8c%e2%97%a2-%e4%b8%ad%e5%9b%bd%e6%96%b0%e5%86%a0%e8%82%ba%e7%82%8e%e7%96%ab%e8%8b%97-%e5%b7%b2%e7%bb%8f%e6%b3%a8%e5%b0%84%e4%ba%ba%e4%bd%93/

maxprofit2020

I still have 'HOPE' on stock market despite market volatility. Jaks always under my radar watch due to its defensive power plant. I adopt buy on weakness, sell on strength to mitigate market risk.

Global market are inter connected, if china market recover, it will influence global market too even if their country still suffer lock down. What global market need now is 'HOPE" + "rebuild back confident' on trust that virus spread can be contain, prevent, and cure in future, resulted positive sentiment

Back to Jaks, its share price seem hit rock bottom now. the upside reward is higher than downside risk.

Currently, global gov are try hard to replicate the success of wuhan containment and manage lifted travel ban now.

China now have many clinical trial ongoing, focus both treatment (medicine) and prevention (vaccine).

The positive outcome is important to not only calm down global market, but will serve as push factor for market V-shape recovery

Portfolio still in loss position, but confident can recoup back gradually.

Jaks return back again as portfolio largest stake after bought back at 68-69sen

Buy on weakness, sell on strength

bought back all jaks at 68-69sen

Enough profit for today, Wait for next week to re-enter back

sold jaks-wb at 42.5-43sen

sold back jaks at 73sen

sold back bjcorp at 20sen

With CPECC capability to catch up work progress speedy, the COD still on track to to commenced 6 month ahead of original scheduled Dec. By next month, the reliability test should commence and connection to the grid will tested. COD should be anytime between June-july, eliminating risk of delay due to covid virus

越南海阳项目管带式输送机开装

　　3月17日13时38分，越南海阳2×600MW燃煤电厂工程管带式输送机F1桁架安全吊装就位，标志着越南海阳电厂管带式输送机安装拉开序幕。

越南海阳电厂管带输送机自厂内灰库到厂外灰场卸料转运站，管径400mm，皮带带宽B=1600mm，长度L=2050m，高度H=32m，共110跨桁架。此次安装的F1桁架为整个管带机桁架的第一跨，全长21.065m,总重量8.8吨。吊装过程中，机械、起重、安装人员配合默契，桁架平稳吊装就位。

　　管带机F1桁架的成功就位，为后续管带机安装打下了坚实基础。


http://www.apcc2.ceec.net.cn/art/2020/3/18/art_8427_2085281.html

1 USD = RM 4.40

JAks do nothing, but the profit from IPP which is USD denominated + Tax free keep go increasing value.

bought back jaks at 67-68sen

sdd jaks-wb at 37-37.5sen

sold back vs at 64-65sen

bought VS at 62sen

bought jaks-wb at 39-39.5sen

bought bjcorp at 17.5sen

bought bjland at 12.5-13sen

The delay COD is due to Vietnam ban Chinese engineer enter border. Vietnam have stop all visa issuance. CPECC hope for special green zone arrangement to allow power plant to proceed.....

too bad, Dow future gain hit limit down. Portfolio opt for almost cash again, stay sideline