Tobacco Products - Malaysia --- > Study Done until 2028 shows Shrinking Market for Cigarettes ----- > Lower Revenue as well

 












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价值投资利益最大化的两个方法： （1）重仓投资在拾荒股票才是股市赚钱的王道 (Parkson and CLMT)； （2） 重仓投资在人家看不起眼的二等金融股 (AFFIN)

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 价值投资利益最大化的两个方法：  （1）重仓投资在拾荒股票才是股市赚钱的王道 (PARKSON and CLMT)；  （2） 重仓投资在人家看不起眼的二等金融股 (AFFIN) 永远秉持人弃我取那些蒙尘珍珠，还有记得别在股市追求时尚，追求名牌，因为名牌意味着高价格，贵东西！ 接下来我会义无反顾的重仓CLMT和PARKSON，将我的投资盈利最大化。 种种原因，我已经在很久前透露在KLSE i3 和 KLSE SCREENER 当然这个才开不久的部落格也是说明很多了！ 永远要记得投资股票就是投资未来的价值，投资前景，投资可达到的梦想！ 市场很多课程老意味的纠结过去种种的商业亏损，但是没有注重高管理层有没有励精图治，还有一个盲点就是企业失落的因素是属于可控制 (Controllable Factor) 还是不可控制的 (Non Controllable Factor) 最近有点忙，但是我会抽点时间继续帮助大众在拾荒股票路线解密。 真金不怕红炉火！这两个是我早期部署然后重仓的股票，符合上面两大条件，多多益善！ 最后我附上今天的成交量，我之前一直提倡的股票，成绩就是王道，肥肉会越来越多，不买的就可惜！你可能会觉得我是庄家的人，但是我没有理由去低价坑你们。 CLMT 和 PARKSON，我在非常低到没有人要的时候已经开始物色了，他们是值得我拾荒的！ AFFIN 则是非常冷门，不怎么受欢迎的二线金融银行股票！而且有很多ARBITRAGE OPPORTUNITY 我看好他会有很多潜能发展！ 之前我还有重仓 （1）MBMR老爷车，全部之前解释了，老爷车有其好处，就是便宜！投资股票必须跟宏观微观经济还有老百姓一起看！他不会死因为他除了有政府这个王牌，第二就是PERODUA 以后有很多M&A项目，我会很期待！--- 》 这个在高价套利了！ （2）投机的 LIONIND WA -- > 这个呢我也在设立好的价格套利了。偶尔来点小玩意！ CLMT PARKSON AFFIN 接下来，我手上还有很多个项目，会慢慢推出来！都是拾荒股票！或者二线但是暂时沦为垃圾的股票。 浴火重生，见证公司咸鱼翻身真的非常有满足感！ CLMT ---> REVISED EXPECTATION FORMED ON 5 SEPTEMBER 2023 - To reflect the Divest
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CLMT, SATS, AFFIN and SOON ------> PARKSON 慢就是快，慢就是快 - 每个股票都有周期性，拿捏正确，百战百胜，加上经济观点肯定提高投资成功的胜算！

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我也不需要说太多，大家看看我一直提倡的几个股票，就有答案。 Bursa ---- CLMT  - recovery is under progress. More and more enhancement of assets will be achieved due to master plan in Penang (Industrialisation, Transportation and etc) - opening of Gurney Bay opposite Gurney Plaza - disposal of non-performing assets such as 3 Damansara - Glenmarie Shah Alam warehouse rental - soon to happen more and more REIT diversification - add more and add more, 80 cents to 1 ringgit is not an issue  LOOK! Follower trusts me and add more and more Follower's result is not bad after 6-month Patience SGX ---- SATS - acquisition of Worldwide Flight Services adds more business presence globally - strong support from solid Temasek (Singapore Government) - monopoly in Changi Airport such that 60% or more is done by SATS - construction of Changi T5 is going to be commenced from 2025 which will be another catalyst - recovery of Tourism industry  Bursa ---- AFFIN - the increase of stake by Sarawak is within expectation - 100% sold and t
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CapitaLand Malaysia Trust (CLMT) - Update - (1) Divestment and Disposal of Non-Performing Assets; (2) Potential Indirect Beneficiary from Budget That might be Allocated to Penang for Development; (3) Good Result in upcoming QR

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(1) Divestment and Disposal of Non-Performing Assets - 3 Damansara The recent announcement on CLMT's decision to dispose of or divest Office Tower - 3 Damansara is a good news to all unitholders and this decision is within my expectation since my active enrolment in CLMT. The divestment will further optimise resources of CLMT so that non-performing assets be disposed of to unlock value of CLMT such that CLMT will be able to reduce operating cost and make meaningful use of its resources. Snapshot of announcement for your information: - This will means that my projection done previously was very much prudent or conservative.  The actual potential good results will be reflected even better than my projection given the divestment of 3 Damansara. See link to recall my projection: - https://devotee-of-john-templeton.blogspot.com/2023/08/capitaland-malaysia-trust-clmt-humble.html (2) Indirect Beneficiary from Budget 2024 据一些消息，安华会大大照顾以下的州 1) Johor - 已经承诺一些事情,比如经济特区 2) Penang - 已经承诺一些事情比如
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