JJchan

JJchan | Joined since 2015-05-28

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

7,182

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
7,182
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2020-09-24 18:51 | Report Abuse

AirAsia is actually in a worst off conditions than Sap is still standing at 0.650. Considering PNB
will not allow Sap to submerge below waterline, some banker comment sounds like OfficeBoy
mentality

Stock

2020-09-24 12:40 | Report Abuse

sap can sue and recovered money back from who ever took the bribes which origin from Co. coffer

Stock

2 hours ago | Report Abuse

Once Roger123, Janitor Cum Septic Tank cleaner is here, you know this forum is getting from bad to worst. Roger123 has to come here to avoid been screwed for NOT pushing Puncak to 40cents.
Must visit him in Puncak to Ask some questions

Stock

2020-09-24 11:27 | Report Abuse

Regardless who is the next PM, Malaysia economy will Not rebound except a rebound in World
economy. I also don't believe US/China relationship will improve with a New US President.
That said, Tencent, Alibaba, SamSung, Apple will be shifting to ASEAN region to avoid further
US Tariff is unavoidable. Democrat is pose to win both Congress and House, i believe a 2 Trillion
Covid rescue plan will be passed. You can expect a massive rebound in Dow stock price come
November 2020

Stock

2020-09-24 09:51 | Report Abuse

regardless who is next PM, it doesn't matter bcos nobody can save Malaysia economy except
a rebound in World economy. Malaysia has some extra lending Credits but no Cash to inject
into the economy like USA. HSR, Bandar Malaysia and ECRL must proceed as planned or/else
economy will Tank. I don't think US/China problem will resolve with a New US President, so
Tencent / Alibaba / ByteDance(Tik/Tok) will continue to invest in ASEAN

Stock

2020-09-23 16:29 | Report Abuse

11mil are shaken out today. Unseen opportunistic lurking between "shadows"

Stock

2020-09-23 09:35 | Report Abuse

most likely to block and block to squeeze out contra players first---

Stock

2020-09-22 17:04 | Report Abuse

If Peter can SBB 10mil shares between 0.115 to 0.130, it is enough to push DPS to 0.150 ++

Stock

2020-09-22 11:01 | Report Abuse

based on Peter 253.5m dps shares in margin account, he needs to pay atleast RM583,000 margin
interest every year. Since share price is below par, he also dump alot his own properties to
prevent margin Call( i think)-----I don't think Peter has a easy Life. I think he always try to find a way-out---Pump & dump Dps shares is best option (so that he can sell warrant to raise cash )

Stock

2020-09-21 18:20 | Report Abuse

PNB total Control and EPF will surely comes back

Stock

2020-09-21 18:06 | Report Abuse

surely He will take pay leaves on Dec 2020 and disappear soon

Stock
Stock

2020-09-19 18:25 | Report Abuse

like snc scenario, nobody buys yet can fly to 40cents plus

Stock

2020-09-19 17:21 | Report Abuse

Once announce to Bursa about Buy-back, Dps shares can fly ( no uma by Bursa )

Stock

2020-09-19 17:14 | Report Abuse

22 Sept., AGM---Share Buy-Back
Can Peter actually carried out Buy-Back?
One of the Bursa requirement is share-buy back Must not exceed Retained Earnings(RE)
How much RE dps has?----54.2 mil

Maximum Peter can buy Back is 58.8million --say 12cents( at 0.12*58.8m = 7.0mi cash needed )
Can be Done!!!

Peter holds 246.96 M shares plus 100m bought before Qr results plus 58m= 404m out 588nosh
Which means 183m left as free float ( at 0.13cents = 24mil ) Like kacang puteh to sharks
( pls this is scenario i imagine )

Stock

2020-09-19 09:55 | Report Abuse

These Winter EU lockdown again is crashing Chinese Tourist to West and East Asian(asean) too.
No mood to travel. I begin sending Cargo to Indonesia and HK using AA planes. It is faster and
cheaper than SeaFreight, if you take into consideration that using seafreight, yr containers will
be quarantine for 14days------Airfreight no quarantine

AA is really surviving on Bubble Gum

Stock

2020-09-19 09:36 | Report Abuse

If you look at 50years Brent Oil Charts, The major Oil consumption countries are USA and EU and
to your surprise Oil averages is just $28 / Barrel. Then if you look at Sapurakencana( Sapnrg), in
07/2014..07/2015...07/2016, you would see Revenue at 2.2Bil to 2.4Bil( profit at average 200mil)

When China gets into the Oil market (last 10years---buying up to 30% of Oil market), you see Oil jumps from 30--140 and down to 25....
This wild swing is actually crashing Oil investment as you can see from Sap's plunging Revenue.
So it is stable Oil price that will save Sap bottom line, not extremely high Oil price( will crash)

Stock

2020-09-19 08:27 | Report Abuse

“We have identified cost optimisation initiatives valued at about RM1.1 billion being executed over the next 12 months,”said Sapura Energy President and Group CEO Tan Sri Shahril Shamsuddin. “Approximately RM450 million worth of initiatives have been fully implemented to date, inclu________" capture from Media Release "

***Basically this meant "cut salary And Cut here, Cut there" SAP still has 650mil for Next 2 Qr****
So maintaining 23mil profit each Qr for next 2Qr is possible

Technically this is scraping "burnt Rice" from Rice Cooker to survive. For this i give a Tp of 20cents
Buy Call

Stock

2020-09-18 17:42 | Report Abuse

buka seat belt, guna raffia string good enough

Stock

2020-09-18 16:27 | Report Abuse

Previous GE14, i have many Options to Bet. Mahathir son Co.(Sap), Opcom----SomeOne pls suggest what stock to Bet? ----Beside HSR----Dps

Stock

2020-09-18 16:22 | Report Abuse

https://www.malaysiakini.com/news/543109

Snap Election finally got a Hint. Usually PM will announce Big Project before Election to boost
Status

Stock

2020-09-18 15:10 | Report Abuse

The same group of Chinese Co. doing ECRL has mention to me before they are interest Or rather
actively lobbying for HSR job. This are the Group of Co. who told me, their Sister Co can build
Chinese HSR upto 400kmh in Shanghai

Stock

2020-09-18 15:05 | Report Abuse

without a doubt Bandar Malaysia depends on HSR. Or-else BM is just a High-End Condo Job

Stock

2020-09-18 14:24 | Report Abuse

it is surprise Volume can jump to 100mil before Qr results and before Peter asks for buyback.
Somebody must Told somebody to Buy. This block(100m) didn't return back to the market Or else
Dps will be back to 0.06... My guess furniture Biz will return back to Good number, maybe 20mi
sales ( if 40mil sales means Dps can jump back to 80 cents, like 10years ago before Fire)

I am keeping an Eye on how Peter is going to react to HSR. Usually HSR comes very Fast...
give Or take 12 months things will fly "after" official announcement

Stock

2020-09-18 08:42 | Report Abuse

https://www.statista.com/statistics/543848/worldwide-net-income-of-foxconn-electronics/

Foxconn net income for 2019-----527 billion Ringgit...Even pocket change drop from Foxconn into Malaysia will see a explosion of multiple economic activities

Stock

2020-09-17 17:07 | Report Abuse

anyway just put on seat belt next week, just in-case announce 200mil Profit

Stock

2020-09-17 15:41 | Report Abuse

Dnex may be getting Niis (who knows) LongTerm Dnex got to produce smart Chip for e-passport.
Iris is the only one who has smartchip manufacturing facilities in Malaysia

Stock

2020-09-17 15:35 | Report Abuse

Right now, the biggest beneficiary is KPS which has the biggest Plastic Injection parts factory for smartphone and carton box for packing, but still tiny as a supplier for foxconn

Stock

2020-09-17 15:30 | Report Abuse

i don't think Dnex got the expertise but Dnex might be looking to buy Silterra cheap and Rent it
out to Chinese sub-contractors who making Chips for Foxconn anyway. Foxconn is just a smartphone assembler Not a Chip manufacturer.
For those who don't know Foxconn, it has 12 factories in China, making smartphone for Apple.
Just shenzhen factory alone got 300K workers----payroll 360million per month. This factory is moving to Malaysia

Stock

2020-09-17 11:06 | Report Abuse

https://www.nst.com.my/business/2020/09/624364/poser-over-khazanah-wholly-owned-silterras-suitors

Dnex is also bidding for Silterras----I think in preparing for Apple smartphone(foxconn) moving
into Malaysia. Atleast 100Bil coming---All running away from China bcos of Trump Tariff

Stock

2020-09-17 10:51 | Report Abuse

Apple must used "nothing from China" to avoid Tariff-----Both Apple and samSung China domestic
market is very small bcos Chinese support their own smartphone Brand. There is No advantage staying in China with Trump Tariff hanging in their export Bill

Stock

2020-09-17 10:29 | Report Abuse

Good One cocqueen-----All signs are coming

Stock

2020-09-17 10:05 | Report Abuse

What about SamSung smartphone? And Alibaba investment

Stock

2020-09-17 10:03 | Report Abuse

With just Century Bond and Sprints Highway----Kps is worth 2.63. I am Trembling to figure at
a price for Toyoplas + CPI + Honda Printing-----Apple 6.6B investment in India will generate 150B
in 5 year so every year is 120billion Ringgit { 120 billion for IC / plastic Injection part / carton box /
printing, payroll etc } you pump so much money into Johor everything will fly off the Roof

Stock

2020-09-16 19:54 | Report Abuse

since SinG started about property value., i did bought a property about 1mile from Jonker street.
I can tell you from experience, don't buy properties inside Jonker Street, you cannot convert
this Old buildings into modern unit---local council won't allow it. Don't buy Condo near HSR
stations, the electromagnetics wave will fried you slowly
However i think Melaka local council will re-gazette area within 5 KM of Jonker street. Dps
factory Len Cheong may has to move out to prevent environmental damage to Waterfront projects

Usually Waterfront Developer decide where they want to build their project, Not local Council.

Just give a Call to Chief Minister, you can build anywhere you want

So is DPS properties going to appreciate, 100% yes

Stock

2020-09-16 17:18 | Report Abuse

I really didn't offer to Buy Puncak Septic Tank system bcos both Rozali and Roger123 have very
foul-mouth. I heard he guaranttee investors he will push Puncak to 40cents. But when he failed,
as usual he comes after me. And blame me for all his failure----- Roger123 actually works as a janitor and suddenly becomes a Investment Guru

Stock

2020-09-16 13:38 | Report Abuse

Poh Huat was traded at 20--30cents for 10years after Ipo. while Dps ipo jumps to 1.10 and came
down to 80c for many years. Poh Huat was last traded at 1.38 and Dps now at 0.11

If you don't make money at the right time and place, you see nothing / not even shadow after that

Stock

2020-09-16 12:30 | Report Abuse

waste time burning down own factory for insurance claims (9yrs wait). DPS was doing 40mil sales every Qr before factory been Burnt down---DPS was bigger than Poh Huat Berhad then., now Poh Huat makes 120mil / Qr and DPS furniture makes LESS than 10mil / QR

Stock

2020-09-16 12:20 | Report Abuse

The Back to Back announcement by Chinese Tech Giants moving to Singapore is a surprise
but not unexpected. More Chinese Co. will Come. Technically Trump tariff has Boxed all Chinese
Tech Giant. No where to go for massive market except ASEAN 650mil population market.

In a mirror, i see HongKong as Singapore And Johor as Shenzhen China( manufacturing Hub)

I am still waiting the 800 pound Gorilla announcement, SamSung Smartphone (world largest
smartphone manufacturer--) If Apple cannot survive Trump tariff, SamSung is also on the way
out of China. The Reverse flow of High Tech Investment into ASEAN has just started in 2020,
no one Company or Country can absorb all this Investment

KPS investment into 2 Plastic Injection Co. is already bearing fruits without lastest announcement.
Coupled with Honda printing, KPS Carton Box (Johor)can service not only Alibaba but a whole
range of Co. coming from Shenzhen China.....470mil Sale of Sprint Highway is a good opportunity
to buy another High Tech Carton Box Manufacturer / Printer to service Apple Top Range Smartphone

Stock

2020-09-14 14:58 | Report Abuse

windy1974...to you a powerplant is a long term project---to me it is just a Commodity. As Vietnam
prosper, their pension fund will grow to become very Huge, Jaks powerplant is just the Right Size.
Look at PNB collections in Malaysia----almost every Highways they have a share.

I would't be surprise if a Right Offer come along, Vietnam PowerPlant will Change Hand.

Stock

2020-09-14 12:25 | Report Abuse

https://news.yahoo.com/china-goes-home-grown-tech-push-nuclear-dominance-053228900--sector.html

This article is only for long term investor. China is ramping Up Nuclear as main source of power
generation in next 5years. As New Nuclear Power plant replaces Coal-Fired Plant in next 10 years
Coal price will falls as China is the World largest consumer of Coal.

This will certainly see Jaks Power Plant *Profit Margin* jumps while Revenue remain Constant. Furthermore i believe Vietnam economy will Ramp-up due China/USA tariff war. This will support
Vietnam Currency in long Run. If Jaks is smart enough, they would convert US$ into Dong Or
stay invested in Vietnam ( as i heard in previous AGM )

Stock

2020-09-13 10:42 | Report Abuse

KUMPULAN PERANGSANG SELANGOR BERHADCompany No. 197501002218 / (23737-K)(Incorporated in Malaysia)UNAUDITED INTERIM FINANCIAL STATEMENTS FOR THE SECOND QUARTER ENDED 30 JUNE 20209A11Material and subsequent events(continued)Century Bond Bhd’s, CPI(Penang) Malaysia Sdn Bhd’s and Toyoplas’ operations in Malaysia were halted in compliance with the Malaysia Movement Control Order (“MCO”) effective from 18 March 2020 to 31 March 2020. The MCO was subsequently extended:(a)for two (2) weeks until 14 April 2020;(b)for anothertwo (2) weeks until 28 April 2020; (c)for another two (2) weeks until 12 May 2020; and(d)for another four(4) weeks until 9 June2020.Approvalfrom the Malaysian Ministry of International Trade and Industry (“MITI”) to operate during the MCO period came at different dates for different subsidiariesand at a reducedcapacity. As of 28 April 2020, MITI allowed all companies that had approvalto operate during MCO to ramp up operations to full capacity.On4 May 2020, the government reduced the MCO to a conditional MCO, providing some flexibility fo

***3Qr result will certainly looks very, very Good "QoQ". 2Qr are just based on just " 2weeks"
out of MCO 2.5months*****

Stock

2020-09-13 09:45 | Report Abuse

Each level of stock got a group of players buying and selling----once this boundary is crossed, players start to talk about TA/FA (just rubbish talk). If a vested buyer like Peter begins buying regardless those rubbish Talks, players will jump in bcos of Greed----Technically the Educated
Ones call this actions---BuyBack-----Ah Fa (vegetable Seller) just Call this Goreng

This is what happen in TopGlove last few days, TanSri say Buy-Back but Ikan Bilis just lay their
Bets on the Table.----Same will Happen in DPS if Peter say Buy-Back.---But ppl thought it is
Ah FA's Goreng

Stock

2020-09-12 19:40 | Report Abuse

Really wish Gov will Not acquire Sprint. Sprint connects Damansara, PJ, Mont Kiara, Bangsar
and Jalan Duta. 70% of the KL richest people stay in these Area. Car Vol. will only increase

Stock

2020-09-12 18:48 | Report Abuse

Other asset like King Coil, CPI, Toyoplas not included in 2.63

Smartpipe is now a gone case. Minister under PH, Dr Xavier had spent 2 years to get every states
from Perlis to Johor to agree to a common water rate, as it is about finalised the Bond to
finance pipe replacement, Muhyiddin take over.

Stock

2020-09-12 18:41 | Report Abuse

If PN, Muhyiddin pays what Sprint ask for( not under Mahathir) 20% of KPS Sprints is worth
RM 476mil (about 88cents/ Shares). 476mil is just to wipe-out KPS total loan+interest paid
over 12 years or so. (Sprint obviously don't make money to KPS with heavy Interest payment)
Under Mahathir, KPS will be compensated 396mil. At that time management had said they will use
proceed to par down loan(liability) ( I think only 3 years left before KPS completely settled Sprint's
Bank loan )

With 476mil if Sale is Done, KPS should consider Buying another Company related to Alibaba
or Tencents. China Tech Giants push to ASEAN is almost a 100% sure things

KPS shares(nosh) is only 537mil, even 476mil Sprint sale worth 88cents / share. If you add this to
Century Bond 1.75, ------it is 2.63--------

Stock

2020-09-12 11:21 | Report Abuse

Century Bond manufactured corrugated box Raw material bcos they produce Cement Bag. So Century Bond Johor factory actually has Cost advantage over other carton box factories

Stock

2020-09-12 11:12 | Report Abuse

https://www.theedgemarkets.com/article/kps-partners-chinese-firm-make-carton-boxes

When more Tech-Firm moves into Singapore Or Malaysia, Carton Box consumption will jump.
KPS owned Century Bond (JV China Honda Printing) has a Carton Box factory in Johor Baru

Stock

2020-09-12 09:28 | Report Abuse

https://www.businesstimes.com.sg/garage/tiktok-owner-to-spend-billions-in-singapore-after-us-ban

Tik-Tok has started massive Investment into ASEAN. It will certainly start Capital Relocation from
HongKong Residents to ASEAN to escape China Iron Grip on HongKong Democracy not to
mention Wood Based Factories from Southern China.

2 years ago due to Capital Market collapse in China, Beijing as Ban Capital Outflow / Investment
outside China----Actually Melaka Waterfronts(100billion) is NOT a Malaysia initiates But it was started by a Group of Chinese Investors( gone Home due to Capital outflow restrictions)

China private Investments are mainly centre in 4 Countries----America, Canada, EU and India.
With Trump, America is Gone, Bcos of HuaMei, Canada is finished, India is now in Cold-War
with China---Left EU.

With TikTok Dumping Billions into Singapore, the Revival of Melaka Waterfronts by
Chinese Investor is very, very Bright. So is HSR, actually first HSR proposal came from China
but America and Japan intervene. China can built "China-Made HSR" without Malaysia Gov
spending a cents (of course got to pay back later)

Whether DPS can capitalise on Melaka Waterfront and HSR development depends on how
much political Connection Peter HAS------However i think both projects has 80% chance of
been implemented sooner or later( most likely from China Funds )

Stock

2020-09-12 08:39 | Report Abuse

https://www.businesstimes.com.sg/garage/tiktok-owner-to-spend-billions-in-singapore-after-us-ban

Tik-Tok has started the biggest migration of Tech-Firm into ASEAN to escape TRUMP's Tariff and
" No Made-in-HK " mandate in Sept 2020. Another Hundred of Billions of Investment from
American, Japanese, Korean from Southern China will follow soon, Not including 100's of Billions
of HongKong factory Investment ----trying to flee China Iron Grip on HongKong Democracy...

Where can these High Tech Firm go, if not into ASEAN region? Electronics Gadgets are Not
just nice plastic Cover, you need high Ends electronic Chip/IC. And which countries can supply
these Chips beside Taiwan, Korea And Japan---The Option is actually very Limited

There are 3 Countries that provide Manufacturing facilities to Escaping Tech firm from China,
Malaysia, Indonesia And Thailand (Singapore Lack Cheap labour ) Anyway Apple already moving
into Malaysia, where Foxconn ( Taiwan Apple Mobile Sub-Con) locate their manufacturing Factory
in Malaysia is not disclose yet )

Regardless how you see it, KPS will be the main plactics Injection Beneficiary in 2021 with
factories in Southern China, Malaysia (biggest) And Indonesia