Singor 200 not a dream... BAT will put covid 19 vaccine in Dunhill later... they making vaccine now almost phase 3

（吉隆坡9日讯）2021年财政预算案未对手套公司征收暴利税，令市场松了一口气，加上慷慨派发65亿令吉援助现金，分析员认为对马股略为正面，但仍不足大幅提振企业盈利。

企业盈利无法大幅提振
分析员表示，手套、消费、烟草、建筑以及医疗保健领域是这次预算案主要赢家。

艾芬黄氏研究指出，2021年财政预算案并不足以让该行上调马股每股净利预测，因此将富时综指年杪目标保持在1650点水平，或等于2020财政年预测本益比19倍，特别是获得手套股强力的支持。惟整体的盈利复苏及估值欠缺吸引力。

旅游航空酒店等未获有力协助
“2021年财政预算案并没有为受疫情严重打击的旅游及相关行业提供有力协助，例如航空业、机场、酒店、零售商以及相关服务领域。至于雇员公积金缴纳率降低2至9%，以及持续暂缓贷款供款措施将仅是短期权宜之计。”

联昌研究指出，2021财政年预算案对马股上市公司盈利及股市稍为正面，特别是2021年推出较高消费及基建开销。手套股没有被征收暴利税令市场松了一口气。

马银行研究则认为，2021年财政年预算案对马股盈利前景的影响为中和，或对整体股市略为正面，而从财政预算案受惠的领域，则包括手套股（较少的税捐）、建筑（拥有攫取新工程合约的潜能），以及科技股领域（提供显著的供应链配发的奖掖）等。
电子烟液征税
有利股英美烟草
联昌表示，政府向电子烟液征税将有利股英美烟草（BAT,4162,主板消费产品服务组），因为这将增加营收基础。预算案提及巴生河流域捷运地下铁第三路线及隆新高铁，预料对铁道工程业者有利、更多卫生部拨款及疫苖及医药治疗税务豁免将有利医院及药剂业领域。

马银行研究看好及加码中资本金融服务领域、公用事业、测字业、医疗保健／手套股、建筑、汽车、大资本油气股以及选择性的科技股（成长股）、产业投资信托（回酬率）、产业（价值），以及种植股（并购主题等）。

政府仍有财务空间抗疫
艾芬黄氏研究指出，2021年度财政预算案总开销增加10%，以全面地解决各方面需求，包括出乎市场预料的减税及降低雇员公积金缴纳率，专注在国内需求以支持2021年经济成长。

该行指出，这项扩张式的财政预算案，使财政赤字达到2021年国内生产总值的5.4%，该行认为，在政府应对疫情实施较长期的封锁行动下，预料政府尚有空间采取财务挹注行动。

艾芬黄氏研究认为，财政部预测2021年经济成长介于6.5至7.5%之间，比较2020年料为负成长4.5%。这显示政府在面对冠病疫情的挑战下，仍然看好2021年的经济成长表现。

未征暴利税
手套股有扬升空间
市场之前预期政府可能向手套公司实施暴利税，惟政府仅是向4大手套股征收总共4亿令吉的抗疫税捐，这比市场之前预测来得好，因为4亿令吉税捐仅占它们3至5%的预测净利，这可是微不足道，所以预料这些手套股尚有扬升空间。

发展开销增有利建筑基建
政府于2021年的发展开销按年增加38%至690亿令吉，这将对建筑及基建领域有利，惟目前国内政治不明朗及2021年可能举行闪电全国大选，这使建筑及基建股可能未能达到预期表现。政府拨出15亿令吉协助贫穷群体应用宽频服务，预料这将对电讯股有利，同时政府也在2021至2022年间拨出74亿令吉建立及加强宽频服务。

艾芬黄氏研究指出，2021年并没有增收罪恶税，同时政府将更积极地采取行动对付走私香烟也受到市场欢迎，特别是合法香烟市场已经萎缩至约30%，这使政府损失约50亿令吉的税收。

汽车建材公用可加码
对于加码的领域，艾芬黄氏研究看好汽车及汽车零件、建筑材料及公用事业等领域，惟若是冠病疫苖比市场预测更早面市，预料将使马股手套股的股价提前崩跌、以及主权评级下调、美元汇率进一步走贬、基金流动、石油价格及地缘性政治等，实是马股投资者应当关注的主要因素。

联昌研究建议持续“加码”手套股，特别是手套股“4大天王”——顶级手套（TOPGLOV,7113,主板医疗保健组）、速柏玛（SUPERMX,7106,主板医疗保健组）、贺特佳（HARTA,5168,主板医疗保健组）以及高产柅品（KOSSAN,7153,主板医疗保健组）。英美烟草则是财政预算案的首选股之一。预料受惠的首选建筑包括、马资源（MRCB,1651,主板产业组）及杨忠礼（YTL,4677,主板公用事业组）。

halt trading annouce wat ?????like nothing happend,izzit abt to tell who have 10 million or 400k income baru can invest the bond share

Ironshirt 50 impossible la... Except they shift back factory to malaysia n enjoy tax incentive 15 years.

Anyway BAT oso have Vape products since 2013
Hopefully they open a new line in Malaysia

CGS-CIMB also pointed out that the legalisation of vaporisers in Malaysia, by way of taxing the products, will benefit British American Tobacco (Malaysia) Bhd (BAT) as this allows the company to expand its revenue base.

"We are excited about the imposition of excise duty on vaporisers in the Budget.

"With this news, BAT would finally be able to enter the burgeoning vape market, whose popularity has grown from virtually zero market share in 2017 to 9% in 4Q19. This, coupled with tighter enforcement, will allow BAT to expand its earnings base," the research house said.

"We are excited about the imposition of excise duty on vaporisers in the Budget.

"With this news, BAT would finally be able to enter the burgeoning vape market, whose popularity has grown from virtually zero market share in 2017 to 9% in 4Q19. This, coupled with tighter enforcement, will allow BAT to expand its earnings base," the research house said.

As part of efforts to ensure the sustainability of government's revenue, Finance Minister Tengku Datuk Seri Zafrul Tengku Abdul Aziz, during his tabling of the Budget 2021 yesterday, announced that all electronic and non-electronic cigarettes including vaping devices will be subjected to a 10% excise tax effective January next year.

KUALA LUMPUR (Nov 6): Tobacco companies British American Tobacco (M) Bhd (BAT) and Japan Tobacco International Bhd (JTI Malaysia) have welcomed the government’s move to strengthen enforcement against the illegal cigarette trade under Budget 2021.

In a statement, JTI Malaysia managing director Cormac O’Rourke welcomed the strengthening of the Multi-Agency Task Force (MATF), with the participation of the Malaysian Anti-Corruption Commission (MACC) and the National Financial Crime Centre (NFCC), saying the task force is the right vehicle to combat the country’s black economy.

“We are particularly pleased with the announcement that cigarette transhipment activities will be limited to certain ports only. We have called on a ban on transhipment of tobacco products time and again, as this loophole has been exploited for years.

“At a time when the country is grappling with high levels of illegal trading, strong and consistent implementation and effective enforcement is key. These are necessary measures to address a key smuggling channel for contraband cigarettes which has resulted in the massive losses to the country over the years,” O’Rourke said.

Meanwhile, BAT managing director Jonathan Reed noted that the measures mentioned in the government’s expenditure plan will help disrupt the supply of illegal cigarettes into the country.

“We are thankful to the finance minister and the Malaysian government for acknowledging the severity of the tobacco black market and taking a bold step towards addressing this issue.

“High taxes on legitimate cigarettes have created a huge demand for cheap, illegal cigarettes. The tobacco black market not only causes the loss of billions of ringgit in uncollected tax, it also funds crime, fuels corruption and drives the youth smoking rate,” Reed said in a separate statement.

JTI Malaysia’s O’Rourke hailed the government’s move to not increase the excise tax for cigarettes, given that the illegal cigarette industry accounts for 64.5% of total market consumption. Any increase in duties would have negatively impacted the industry and its supply chain, particularly hurting retailers, he said.

Reed said that moving forward, measures put in place to enhance the enforcement against the contraband marker must be accompanied by excise reforms in order to really address Malaysia’s tobacco black market. He noted that the price gap between legal and illegal products is currently too wide, creating a situation that enforcement alone cannot address.

“Ultimately, we believe Malaysian consumers want to do the right thing. If given a viable opportunity to choose a legal alternative at a reasonable price, most would prefer not to put money in the hands of criminals,” said Reed.

O’Rourke agreed, saying: “With the Covid-19 pandemic pressuring all sectors of our economy, we hope the government will fast track the proper enforcement of laws and implementation of various key anti-illicit tobacco measures to better address the situation. Any recovery of lost tax revenues by Putrajaya will also help the government financially.”

Ketiga: Mengehadkan aktiviti transhipment rokok kepada pelabuhan tertentu sahaja;

Keempat: Mengenakan cukai dengan kemudahan pulang balik atau drawback ke atas semua rokok import bagi tujuan transhipment dan eksport semula;

Kelima: Tidak membenarkan aktiviti transhipment dan eksport semula rokok menggunakan bot kumpit

Keenam: Mengenakan cukai ke atas rokok dan produk tembakau di semua Pulau Bebas Cukai.

Pada tahun 2019, kajian mengenai rokok haram oleh Japan Tobacco International (JTI Malaysia) dilaporkan menganggarkan bahawa penjualan produk vape dan rokok haram yang tidak dikawal selia boleh menelan belanja kerajaan sekitar RM6 bilion.

"Mulai 1 Januari 2021, mengenakan cukai (harga penuh pasaran) ke atas rokok dan produk tembakau di semua Pulau Bebas Cukai Langkawi, Labuan, Tioman dan Pangkor,” kata Menteri Kewangan Tengku Zafrul Abdul Aziz.

Ketika membentangkan Belanjawan 2021 di Dewan Rakyat, dia turut mengumumkan langkah-langkah lain berhubung rokok adalah:

Pertama: Membekukan pengeluaran lesen import rokok baru;

Kedua: Memperketat pembaruan lesen import rokok melalui semakan semula syarat lesen termasuk mengenakan kuota import;

Bat management explain the 500 m loan is revolving credit ..
Lets understand wat izzit if u wan invest bat

Revolving Credit循环信贷指的是一种灵活的浮动利率贷款，类似于透支(overdraft)，借款人可以随时支用贷款和随时还款，并且在还款后又可以根据需要再次借款。需要支付的利息则根据实际借款的金额和时长来计算。对于借款人而言，相当于有了一个相当便捷的私人资金池，可随时支取金额，且无需银行每次审批。

某种程度上，revolving credit和信用卡（credit card）的运作方式是很相似的。 但是在根源上，revolving credit是基于不动产抵押贷款的产品，所以可享受浮动的房贷利率，比起其他抵押形式的贷款（车，生意，个人信用等），利率非常有优势

Sumthing positive going to happen

Hey larger stake holder of topglove mr Lim oso acquired stake in Tropicana ... when u wan buy Trop??? Second topglove in making hahaha

TheThird mayb PS5 controller or Nintendo tht kind big customer hahaha

oil go back to USD30 posibilities is low ...price now is USD45 ..Brent oil whether up or down in near term,plx think abt it ..brent oil where to go
very simple if u wanna play hibiscus ..not complicated

Wat the fcuk izzit?? Suddenly hainam winds

Today many medical stock freeze... so pasar uncle money wil come into scomnet hahaha

Big big customer Prototype is approved n machine start running for it ...
Boss hints it is world famous brand

10% Private placement to which big big boss tis a the reason why rocket frying... hehehe

Jnlee if everything Confirm ,r u sure still under RM 1 ???
Look at comfort how much?? W is more bigger than Comfort n sell many medical glove to worldwide ...
Thts why no confirm the price swing here n there up n down

Odor Project complete n start enjoy million dollar income monthly , later wil complete another two totally few million usd monthly income coming in ....
Second Mfcb in making

Kimlim 666 call warrant cannot convert...
Myeg no issue any warrant tht can concert to mother share so far

Ahmad zahid company get
Dsonic is najib haha

Wah so many Diy TP here

limited stock in current price for harta...no big volume share for sell

high PE bcoz they not yet announce the coming quarter result ,the PE wil pull down if result is flying colour...
singapore glove company oledi annouce QR ,is flying colour..glove sector big boss with high profit margin HARTA almost comfirm wil b super good result

top gainer harta n topglove is fighting now for no 1

Big customer with world distribution is coming soon

U.S. President Donald Trump has said he will impose tariffs on crude imports if he needed to "protect" U.S. energy workers from the oil price crash that has been exacerbated by the war between Russia and Saudi Arabia over market

Ah gooshen ,1.60 now sell stil earn money r....performance much more better than the big FAT CRAB...n he got cash can buy many cheap stock r now ...compare with the big fat crab no money no cash .
proud or not ??

anyway u oledi miss the chance to cash out ....for who still keep it ..jst keep n everage down ...wait for few month ,notion wil come back stronger for sure ..

plx always look at DJI future index as reference before u buy stock no matter it is good fundamental or fried stock ..follow Trend not emotional not feeling ...
the Trend is down ,then plx dun fight ,u wil hurt .

Sheraton project look like going to fail

Myeg hidden boss all in Sheraton hotel ..

The trend is Down... so plx follow the trend dont fight ... always obey the share market rules = buy low sell high ..

quit notion with 30% profit,tonite DJ future is going to drop ,GOLD rise kaw kaw...sumthing no good is going to happend ..

umno nak pakai duit ...mesti la suruh mr wong tolak tinggi sikit ...nak jual beli kuih ramadhan nanti

To all Myeg investor ,congraz to u
To all saham Gambler youngster...good luck to u ,n becareful if u din change ur bad habit in Share market game...

Malaysia Case comfirmed 3 in today in Johor Bahru.. take good care everybody .. dont go tht place gather many ppl or tourist

大家忙追貨補倉，過年都暗屌

Steady bom bibi

Like is ok dont fall in love , love is danger in share market..

Barrier is clear , now heading to 1.20 .
Uptrend until ex bonus date is possible.

R U G stock selection = Myeg
Plx check , myeg qualified put into in rug group too. Don't miss golden chance

volume is coming ,price is moving up ING ...CNY angpau giving ING

notion big customer is Dyson ,so price is possible climb up to RM2 ,fly rocket like VS

supermx2 plx sell fast fast before 445PM..or u r sohai too waiting the price rise

Squirtle world economic not tht good,so RM mst b sustain CHEAP above RM4 vs USD ...if not export wil slowdown coz RM expensive

美军袭击发生在巴格达国际机场附近。其中一位人士说，伊拉克一位民兵领导人Abu Mahdi al-Muhandis也已丧生。
原来有人撩事斗非

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