Ignore most of what Calvin says, huhu.

1. 60%-100% tariff will destroy China's economy. US will (just) buy from the rest of the world. A good example is the glove, US will just buy more glove from Malaysia. (Supermax's US glove will still be too expensive).

2. Under Biden everything is in shortage. Under Trump everything will be in abundance so everything will be cheap and you start seeing people throwing food and inventory again.

Besides glove, furniture? You got to dig in and see what's in competition with China now.

months*

long time no see this company, last time already concluded no gold.

anyway, sugarbun actually making money. That's a surprise!

apparently owns some shares US OTC Verde which has a "green" asphalt to be marketed. But share price dropped 70% in 6 monts woh.

surprisingly they really able to plant maize. But yield too low, less than 1 ton per acre. US record more than 15 tons, china 8 tons maybe, indonesia also got 5 tons above. (the problem seems to be poor study and poor planning, that's the mentally just want to tipu grant?)

I agree with most of the comment, implementation is the problem.

To answer the question correctly (how to reduce deficit), my answer always is
1. sell all GLC (through tender or some transparent process but not so-called privatise).
2. reduce size of government.

The amateur analysts all say increase income but in fact the government always just spend more.

Najib's budget was 300b, LGE increased to 330b+, Muy 370b, now easily over 400b but we didn't feel any better.

In fact the government need not to decrease fuel subsidy, just need to add another pump for drum filing at market price to isolate and then enforce it.

吹下牛！

原則上我是空倉的，在等待中。

特朗普極大概率會重新上台，主要的政策就是通過葉岩油的增產來壓制伊朗、俄羅斯等。俄烏戰爭初開打時，我特意找了特朗普的看法。當時他就說，如果他在位，油價就會在二十美元，俄羅斯窮得響叮噹，根本打不了烏克蘭。所以，低油價是共和黨政府的必然之選。

最近看到一位很厲害的預言家brendan說，預見特朗普在冬天跪倒在地流淚祈禱，因為經濟崩潰了。我本認為根本不可能，以特朗普的性格，中了槍還能揮拳fight，怎可能如此呢？但今天我突然醒悟，還有一個可能，就是oil shock！油價二百美元的話，就有可能！因為股市會跌一半，俄羅斯又會聲勢大振！

所以，四倍本益比的大紅花是當然之選！

至於恆源，我說過很多次，中國佬想要去銀行借錢時，就會報漂亮的盈利。其餘時間，別想了。

亂噏廿四

blame the government, yes! but also blame ourself.

Its the choice of the rakyat we remain mediocre, not outstanding.

打工仔去外國比較好，要創業就在大馬咯

The psychological word is, procrastination!

Yup, many people spot the noob calculations.

The answer is no, Sabah will not leave Malaysia. Why? Sabah government is total, 100% deadweight loss.

If you do business in Sabah, then you pay more taxes.

Without west malaysian companies and Petronas, Sabah cannot produce any petroleum. The noob state government wants 20% cut which will make it too expensive to drill.

A 4.4b state budget, 200m goes to milk, 200m goes to KPD, 200m goes to keretapi. All total waste of money.

You know how Sabahan survive? We got endowment, lands are given free to Sabahan. Peninsula and sarawak people doesn't have free land. But years go by, land are gradually sold to outsider.

We worry everyday how Sabah is going to survive after nobody consume petroleum. We fail in prawn, rumput laut, cocoa. Only success is oil palm, because its easy. Tourism still going strong though.

Now the fking Jeffery Kitingan is providing sands to CCP, guess what they will do with it?

trader808, thanks for the update!

What's the situation of the 4 Fxxking power plants in India?

SincereStock, my guess is, 1. mall and car park subsidiaries need to pay tax. 2. developer business losses but maybe can carry forward so no need pay tax when making money.

Average out "-" loh.

這個政府走錯了方向，儘管目前還不嚴重。

一些前朝政府的漏習，現在不單保留，還繼續擴大。

商家不但沒有減輕負擔，反而要做更多無謂浪費的動作來符合政策。

最慘的，是赤字、政府開銷比前朝更甚。

（新阿公說的是減債，那就是減少債務，就是要求收支平衡。新政府忽悠變成減赤字。可恥！可悲！）

用另一個角度來看！

恆大只是賬面欠債二萬億。二萬億是多少？恆大成立於九六年，得年廿七。簡單除一除，一天要虧兩億，虧足廿七年。

這到底是如何做到的呢？

所以，整個大陸房地產就是一個騙局，一個（維持了很久的）龐氏。

因此，目前大陸放棄整個模式是大概率事件。

以後就算你有錢，比如說李嘉誠拿十萬億去大陸做房地產，一樣會做不成。

所以，說多米諾效應--全部倒榻，只是有序多米諾，會倒得慢一些。

我國幣值低，於國於民整體是不好的，唯有對出口商有利。

市場是公平的，所以呢，就我國的情況，幣值低合情合理！只是當局不肯承認，且在找藉口而已。

之前的藉口是因為美元升息，現在美元不升息了，似乎也羅致不到合理的理由。

問題是，我國貨幣表現不是差，而是很差。

接下來，安華政府說了很久的減津貼，直接派錢，etc，當然是對的。只是安華政府到底敢不敢呢？其實，這問題最遲在沙比里時已經研究得很透徹了，只是沙比里不敢，安華又拖了一年多而已。

唯，安華若不做這一項，就沒有別的可以做了。

之前吹大陸撒幣於我國，怎不見馬幣回升呢？

所以呀，接受現實吧！整體經濟低軌運行會持續多幾年，慢慢捱唄！

在行內人看來，胡逸山經常讓人霧裡看花，根本不知道他想要表達的是什麼。

究其原因，是他雖然畢業了多年，但還是很懷念寫karangan的學生時代，所以將一大堆無關的資料湊進文章。

寫文章，要深入簡出，而顧客是不需要知道你的可樂罐裡裝的是325還是365ML，滴。

Mr. Tan, 這位胡逸山先生的文章，應該盡量不要轉載，就算轉載也應該注明爭議。

首先，他在擔任納吉的政治秘書時，聘請他的文告只說是先生，並不是博士。當時，反對黨也質疑他的博士資格。

究其原因，是他並沒有PhD的資格。他最多只有一個MSc，是一位碩士畢業生。

他自稱博士，源自於他將法律學士翻譯成法律博士，也就騙吃騙喝了多年了。

不同國家與教育系統對學位有不同的稱呼：比如Bachelor of Law, Master of Law, PhD. 而在美國的法律系學位，叫JD，（Juris Doctor, Doctor of Jurisprudence, or Doctor of Law (JD) is a graduate-entry professional degree in law.）胡逸山只有JD的學位，卻讓人叫他博士，其心不正！

JD，SJD，然後才是PhD。中文比較正確的翻譯，為JD對應法律學士，SDJ對應法律碩士，PhD為法律博士。

一些地區，比如香港，確是將JD翻成法律博士，PhD為法學博士。

再舉一個例子，一人叫王子雄，那這人是王子嗎？明顯不是。那只是一個姓王，叫子雄的人，而已。

同理，胡逸山只是法律學士，而已。

這位老板有點摸不清方向，還說要種包黍，真好笑！

典型的眼高手低

Welcome back, MR. Chong.

其實呢，安華並不會對老馬怎樣，就如同對丁丁一樣首鼠兩端。

原因很深，但主要，是恐怕被揭老底。

怎麼不能放下自己的愚昧，好好為國家努力呢？

要起電費、限外勞、減津貼、起官薪，哪一樣是對人民有利的？抓了老馬，會對人民有益嗎？

老馬其實生活算相當簡撲。他兒子風光，是搞公司搞得成功，賣得及時。那時候差不多兩塊，現在（只有）五分，人家賣得好眼光獨到，就要羨幕，別妒忌！

相對的，菊花粉們要研究一下，為什麼門主二十多年不做工或只做Part-time，還可以不領薪？他孩子孫子又都是自食其力？還是坐享其成？

你看看阿吉的孩子大概都不是認真做工的。其餘幾個首相，孩子做工做歌星搞裝修，都是自食其力。

拿人要有證據，還要先有證據。拿了人再找證據，是非常惡劣的。

By the way, Anwar's reputation is reformati.

Rakyat also why wonder why PMX no work/part-time work for 25 years can live well and no need gaji??

Isn't PMX also friends of Tuns?

CharlesT, somehow people lost track, lol.

一個好的投資人應該是見人所不能見，OTB早期發現潛力股，後來只是跟風，現在猶如賭徒（狂）下注。

現在各地戰事有燎源之勢，實體經濟不好做。買石油股的算是先知先覺了。

Hello again mr Tan,
Here are my picks:
FAVCO 10%
Asiapac 10%
Bjfood 10%
LHI 10%
Tenaga 10%
Harta 10%
Liihen 10%
Knm 10%
Ppb 10%
SLvest 10%.

Thanks.

speakup, maybe we all mistaken.

we thought he fought dr. M so got "chrysanthemum" case. But maybe it was the other way around.

吹吹水......

在法例中，合謀議價是犯法的，就是一堆同行不能一起商量好一起起價。這一點，似乎是成立的，因為飼料廠一般都會一起起價、跌價。

但廠可以辯說，全世界都在起價，並不是只有本地廠而已。

所以事實是，管理層的無知，造成的疏漏。而這是完全可以避免的。

今年比賽選了十個股，大部份有股息，yield 三點多，整體十二巴仙左右回報，中規中舉。

組合中bjfood受杯葛，ppb中了罰單，算是出乎預料的。

現實中龍合賺了最多的錢，及時賣掉。

明年個人對經濟的展望依舊是不好的：

缺工、要起電費，外部需求又不好，廠應該很難做。

要減各類津貼，消費自然會弱

俄烏戰爭沒完沒了，但明年後半或有結束的機會。唯一可能就是怕特朗普回歸，所以雙方都想結束戰鬥。

一般以巴都不會打太久。航運可能短暫受阻。

所以，都還是傾向於保守，有點股息的。

而搞跳槽是完全沒有必要的。大家相安無事，偏偏無事生非。

然後次要的問題，是對盟友的承諾。我舉的例子是，阿華有十五個老婆，偏偏覺得對頭的老婆很美。不對自己的十五個老婆忠誠，還天天去挑逗對方的老婆。這簡直是病態！

官有緣很容易給騙的。見面時給人家讚兩句，就被騙了。做人要明辨事非，醬買股才會贏錢！識得唔識得啊？

其實阿華的問題很大，最壞的兩件，是對制度的破壞。

一者、兼任財長。以後沒完沒了，當首相的都想兼任財長。

二者、搞跳槽。君不見那四個傢伙不會貿貿然跳，肯定是先問過相關人士，比如意漲啦，檢查啦，羅家良啦，石堅啦，然後確定沒有問題才宣佈支持的。醬就有一個很大的問題，就是通過的反跳槽法「當佢臭四」。這是什麼心態？朝野雙方達致協議不許跳槽，偏偏自己鋪路違約！這是一個很大的問題。自己立的法都不守。顯見立法是假惺惺的。這就很可怕了！

你看dividend雖然接著給，但給少了，其實沒有那麼好了。（雖然比起其它行業養雞算是好生意了）

這些分析明顯不在狀況，就是要推散戶去虧。

這兩個月生意其實不太好，大股東都在賣股，還給那麼高的目標價。

I never agree with KYY or speakup, but this time i am.

How to resolve the issue? First, no violence of any kind. Second, give money to Palestine if you want their land. Third, any despute can talk only, not allow to fight.

hohlaiyet88, i will sell immediately if no dividend plus the management is spending company money like their own money. So far i am not seeing such thing happening in asiapac. Apparently management is capable and alert.

各自保重吧！

Which company’s director kena tangkap? Anyone knows?

Total number of shareholdings, 4046m. Voted total 2.013b. So roughly 50% voted.

I guess that's alright. The Princess says got problem with 2 resolutions, I spotted one only (No.1).

So 25% each side more or less. The losing side will have to sell? or hold?

I guess actually most ikan bilis and speculators voted for German's side, just that incumbant stronger.

gankm, you know for us/ordinary farmer, LHI is like God.

gankm, not broiler farm lah. I am a businessman, just happen I have farms.

Actually coffee beans prices have been dropping, so slightly higher usd has practically no effect.

RM1 just about right. I think coming QR will be good, due to lower bean prices. Previous QR has stated profit low due to high bean prices.

But i will still wait for Anwar's 4pm announcement, because subsidy rationalisation will hurt M40.

sold half. Just in case the announcement didn't happen.

this year made most money with LHI. But my own business expansion needs more bullets. Inevitably have to sell shares to fund.

If the government really do rationisation of subsidy, sure government will be in a better financial position (thus better x rate), but what worries people is, it may hurt consumption as M40 no money to spend already.

Its so strange, substantial holders don't buy can go to 17c, now substantial holders buy drop to 11c.

I mean, things get unusual must have monster.

姓x的那個傢伙？呵呵

actually its not likely. Normally virus can't spread so fast and so far, you see Nipah kill hundred or so last time in semenanjung. Covid is different, probably due to its artificial nature.

even the zombie virus, looking at mad dogs, still can't spread so fast......

actually before covid, there was plague and asf, they successfully cover up. So covid, x thinks its ok to cover up too. End up global pandemic loh.

So, the lesson is, no cover up and no dangerous testing.....

But the west knew that long time ago, and has been practising for many decades. So, the only way is to isolate itself from China loh.

Again 3m (+/-), geng!

Somebody throw 3m (+/-) and absorb within 7 mins, that's a good sign.

topup @12c

我會說，當代文明是建立在誠信、關愛、互助等等基礎上。

一些人誤以為他們的失敗只是因為他們不夠壞，而且認為有錢人都是蠢人、或壞人。所以他們幻想需要一些強權替他們達致目的。所以，他們用盒子下載、用翻版軟件、打尖破壞規矩、不守信用、甚至支持侵略，其實都只會造成更壞的結果。無他，蓋因人無信而不立！

你跟人家喝咖啡，一塊八毛，可能還要人家付錢，人家怎會看得起你？別說給你機會，就算跟你講一些真心話都懶得了。

星巴克環境整潔衛生，出入都是有品味、或是安靜的人，這有什麼不好？青菜蘿蔔，各有所好！

I think business not bad, and they say sold out LikasVue below 31st floor and now open 31-35th floor.

topup a little if i can get 11.5c

These sort of zoonotic virus normally cannot spread very far, don't be worry unless you are a pig farmer.

Lurker, there are many elements in brand like Starbucks. As comparison, the coming electric car charging station will be similar to your Wi-Fi experience.

I like the chicken pie, not because its exceptionally tasty but to refresh old memories.

I averaged down quite a lot, so now seating on small profit.....

KYY doing charity again? So nice.....lol

The question is: donate to who? "Everybody!" lol