IPO 快讯 ： Southern Cable Group Berhad

小李今天赶稿赶出来，关于新招股 Southern Cable Group Berhad ，让大家投标前可以知道公司的一些长短处，帮助大家做决定。

Southern Cable Group Berhad 是一家制造电缆和电线，电路控制和接驳零件的公司。

Southern Cable Group Berhad 主要市场是在马来西亚。旗下有三间公司组成，3间公司皆是100%自家所属。

Southern - 业务包括制造电缆，电线，和一些连带的零件

Nextol - 主要是负责塑料化合物这一块,自家的厂，用于制造电缆电线的绝缘和保护层材料。

Daya - 制造和销售电缆木圆筒（公司的电缆电线打包和运输是他们的业务，但是在 29FEB2020 他们要把 Daya 迁厂，所以业务暂时是外包公司处理）

他们制造的电缆和电线分为三种：

一，主打占营业额78.1%的电力电缆和电线

这些用于传输电力的电缆电线分三种等级： 

Low Voltage Cables (300V-1kV)

Medium Voltage Cables (3.5kV-33kV)

High Voltage Cables (up to 132kV)

二，占营业额5%的通信电线和电缆

电话线

电脑的同轴电缆 (Coaxial Cables)

警报电缆 (Alarm Cables)

三，占营业额5.8%的控制和仪表电缆

用于传输电力讯号和控制，多用于工业的自动化机器，电力控制台，感应器，摩多启动器

他们也有卖一些二线产品例如：

Rectifier 整流器（整流器是電源供應器的一部份，是可以將交流電轉換成直流電的裝置或元件）

aluminium rods 铝棒

plastic compounds 塑料化合物

wooden cable drums 把电缆捆成一卷的大木圆筒

电线，电缆，铜的小买卖

以上的盈利只是占了总业绩的一成（10%）左右。

他们的主要业务还是制造和销售各种电缆和电线。他们有2个电子熔炉和1个天然气熔炉，用来融化和铸造成铜棒和铝棒来储备，或者直接进行电缆电线制造程序。他们的副业也有制造塑料化合物，这些是会被用与绝缘和保护层材料，和电线电缆组合。他们的电缆木圆筒业务是外判外面的公司代办的。

他们有着27年制造电缆电线的经验。他们是TNB, SESB, TMB, PETRONAS 电缆和电线的注册供应商。他们自2016年就持有 CIDB under category G7 资格。他们有出口电缆去柬埔寨，但是占总营业额不多，管理层有提及将来有机会会增加出口这一环。他们在塑料化合物这一块有持续的研发，未来有意扩大。管理层也有提到他们会用即将筹集到的资金来购买制造更多类型的电线的机器，其中包括

高压电力电缆

耐热铝导体电缆

工业电缆

汽车和电梯应用的控制电缆和电线

38号新工厂就会是汽车和电梯应用的控制电缆和电线的专用厂。

管理层说了公司会有 至少 15%  Dividend Policy

风险事项

1. 业务大多是涵盖马来西亚。

2. 公司的产品暂时没有涉及太多5G的项目。

3. 必须留意金属（铜和铝）市价影响本钱控制。

4. 购买 40-55% 的原材料是进口，外汇浮动会影响成本。

5. 公司的盈利水平会被顾客的损害赔偿（货品不达合约标准）影响。

6. 电力和天然气的价格会影响成本。

7. 他们仰赖着两大顾客，TNB 和 Telekom Malaysia。 TNB 占总业绩10-20%。 Telekom 的业务逐渐萎缩基于电话电缆逐渐被光纤代替。

这结尾，综合资料和看了管理层的解说Live，是可圈可点的行业，但是基于看不见管理层有意或是有野心拓展，我说的是那些占少部分的通讯电缆，控制和仪表电缆，有关于 Automation，仪器的电缆电线，这些朝阳的产品，会让市场给与更高的期望和 PE。管理层提及的新购买的机器，制造用于 Automotive and elevator cables，拓展新型的塑料化合物业务，补回了掉进夕阳行业的这个坑。过去2016-2019年的业绩报表可以看得他们的 Gross Profit 维持在10%左右。Profit before tax 和 Profit after tax 直至2019年都是一点一点上扬。最近的下跌是 Covid19 MCO 所导致。现金流比2016-2017强，但是要小心 175mil 的借贷。上市价如果以2019财政年的赚益为标准，他们会是在 PE9.5 左右。综合以上小李找到的资料应该可以给大家一个概念，至于值不值得，还是要看各位的判断。

光之军

FPGROUP ( 5277 ) - 大男人科技板块背后的女人（ 支援型科技公司 ）

小李我今天要讲一讲FPGROUP ( 5277 )。他是与 2016年12月29日上市。他们的业务不是 BURSA 归类的semi-con之类的科技板块，是更多与 Precision Engineering ，stiffener，test socket hand lid，laser stencil。他们不是Outsourced Assembly, and Test (OSAT)，严格来讲他们是支援型的版块，技术不能和做晶片芯片 IC的比，他们是提供后期组装，测试的支援型供应链。在小李还没有讲到其他部分，我先给大家脑补一下他们行业的一些机器，技术，用语。

什么是stiffener？

Stiffener 可以理解为软性电路板的支撑板。现在很多科技产品都是必须细小容易携带，所以很多电路板和链接都进化成薄薄的纸形态，他们的两头 input output 是连接各种 hardware 零件，荧幕，喇叭，按键，接收器之类的，为了能够稳固电路纸上面的各种 IC, transistor,capasitor，两头链接强化以便不容易弄坏，同时不牺牲他们的柔软性（组装时，尤其是 laptop ，智能手机类似的小型科技产品）我们会垫一层软板在旁边或者底部来稳固，这个就是 stiffener。他们的原料有大部分是 resin。

 

柔性印刷电路板（Flexible Printed Circuit，FPC）又称为柔性线路板、軟性電路板、软性线路板、挠性线路板、软板等，是一种特殊的印制电路板。它的特点是重量轻、厚度薄、柔软、可弯曲。主要使用于手机、笔记本电脑、PDA、数码相机、液晶显示屏等很多产品。

印刷电路板，又称印制电路板，印刷线路板，常用英文缩写PCB（Printed circuit board）或PWB（Printed wire board），是电子元件的支撑体，在這其中有金屬導體作为連接电子元器件的線路。

 

什么是Laser Stencil?

Laser Stencil Production 影片链接

简单来讲就是电路地图，一层（金属片，化学胶片，resin）材料薄片，放进机器里面，按照蓝图电脑精准的用镭射在薄片上面割出洞洞，然后这张薄片会铺在电路板上面，让员工可以按照洞口铺排各种电子零件焊接，也有防止电板跑位，anti-rolling，anti-deforming，就是强化，加强电路板精准和隔离外物粘黏。

FPGROUP 的业务 75% 做 Stiffener 25% 做laser stencil，和PCB 印刷电路板有关。销售客户很多是来自于北美洲欧洲和亚洲，包括本地市场马来西亚。2018到2019 财政年亚洲地区销售的收入从 5,989 mil 增加了 78.61% 达到 10,697 mil 马币，归功于现有和新增的中国，香港，台湾客人（stiffener 和 laser stencil的单）。北美的销售就上升了22.59%，13,735 mil 马币。

 

他们的成本多来自于原料和劳工，至于比上年增加了42.79%，1,726 mil 马币共5,760mil马币的生产间接费用，是来自于新机器 precision engineering and laser stencil segments 的折损。

 

他们的客人分布平均，虽然有一部分的货或单不是现做现卖，但是大部分都收得到钱，烂账不多。他们的顾客小李网络上找到有几个但是怕有误，大家还是当吹水看好了。

 

1. Verigy，曾经是 HP (Hewlett-Packard)  的子公司，是1999年以 semiconductor Automatic Test Equipment (ATE) 闻名的一家公司。后来被日本公司 Advantest 收购 （ 生产 fiber optic 和无线设备 ）。

2. Teradyne，一家在 Nasdaq 上市的公司。Teradyne, Inc., based in North Reading, Massachusetts in the United States, is a developer and supplier of automatic test equipment. Teradyne's high-profile customers include Samsung, Qualcomm, Intel, Analog Devices, Texas Instruments and IBM.

3. Xcerra Corporation ，一家 ATE 公司，听说是从 Teradyne 跑出来自己起旗。 (formerly LTX-Credence Corporation) is a semiconductor Automatic Test Equipment (ATE) vendor, founded in 1976 and headquartered in Norwood, MA (Greater Boston area).

4. 公司历年差不多10% Revenue的隐藏顾客，也是 Nasdaq 上市的巨头，Broadcom Inc. 。这个他们管理层没什么提到，但是之前几年的年报有出现过这个名字的踪迹，大家可以去翻看。

 

值得一提的是他们7成的单都是出口，汇率也会间接影响他们的收入和盈利。

 

 FPGROUP 是一家Net Cash Company，没有和银行借贷，公司本身有做 ESOS。

他们有 dividend policy 30% of annual audited profit after tax attributable to owners of the Company。

 

 FPGROUP 从2019Q1 到最新的 2020Q4 profit margin 稳定的上扬，平均都在25%以上，营业额和盈利也是节节上升。他们最新的 Laser Stencil and precision engineering 的segment 贡献不少。现在当红的 5G 趋势，前提美国股市安稳，美廉署水喉继续开，科技股的带领和全球对于科技产品的需求量稳定（各种智慧型产品，电动车），FPGROUP  的支援型服务和产品就会水涨船高。现在 FPGROUP 的股价在9毛到1.1之前横摆，PE33左右，最高52周股价到1.23，这些有业绩表现，静静做生意，慢慢成长的，在跌出价值的时候，你们会怎么样？小李小咖，但是就会放进观察名单和价位铃铛咯。

小李在很多前辈和网络上有听过，买一间公司的未来，就是买它未来的现金流，FPGROUP 没借贷和 profit margin 和营业额稳定上扬为开头炮，加上5G 洪流带动的需求量，只要收票价位够低，无论是收股息还是资金增长， FPGROUP 都会是投资者不错的选择。

 

光之军

 

 

 

How to Unsubscribe from Digi Prepaid Daily Internet

Sometimes when we need some service from the Telco we just subscribe the plan without look much into it. Some of the plan comes with the daily or weekly or monthly auto renew setting. the system will cut your balance and subscribe the plan without your permission and this is kinda annoying and frust you out, specially those who got budget in phone bill or prepaid user.

Now I've found a solution with a credit from goodyfoodies.blogspot, we can un-subscribe the plan we accidentally subscribed.

How to unsubscribe from Digi Internet Packages:

On your keypad, key in *116#.

Press Reply, key in "1" for Internet Packages.

Select the Internet Package that you are subscribed to..
For example, I was subscribed onto the Daily RM3 - so press Reply and key in "5".

Press Reply and key in "1" to unsubscribe.

Finally, key in "1" one more time to confirm unsubscribe.

You will no longer be charged RM3 for daily internet. You will receive a SMS confirming that you have unsubscribed.




Whala~ problem solved~

Google Chrome scrolling / scroll not working ? Here's the solution

You neither need to install any extensions. Nor need to uninstall and re-install the old version. It's a bug with windows not being able to accept the new updates of Google Chrome.

1. Close your Google Chrome completely.

2. Go to Start > All Programs > Open Google Chrome folder > Right click on Google Chrome icon then select Properties > Under Shortcut Tab Copy the file path in "Start in" C:\Users\(WINDOWS ID)\AppData\Local\Google\Chrome\Application

3. Go to start > Control Panel\All Control Panel Items > Select Mouse > Select Wheel tab > Under Wheel section select Exceptions > A pop up window will show up > Select Add

Type the following under
Application Name: Google Chrome
Program Path: (Paste the file you copied and add \chrome.exe

example: C:\Users\(WINDOWS ID)\AppData\Local\Google\Chrome\Application\chrome.exe

4. Click on Apply and Ok until you exit mouse settings
5. Re-open Google Chrome

Should you have any further queries, please advise and I will do my very best to assist you.

Thank you and have a nice day.

Tips And Location Of Files For Resident Evil 3 / Biohazard 3

Tips And Location Of Files For Resident Evil 3 / Biohazard 3

If you want to unlock Jill's Diary, you MUST COLLECT ALL FILES IN ORDER, but then there are many emergency choices might lead you to the wrong sequence, you will need to choose the one I recommend to make you game flow and file collection go by order. Here's some note for your reference:

1) You need to stop by the restaurant before you go to the Raccoon Press building.
2) Take the nearer file 'Photo C' then only 'Reporter's Notebook' at the back of the Raccoon Press building office.
3) When you reach sales office pick up the report stack with remote control first, then the fax place in the drawers to the side of the room, near Murphy's corpse.
4) After Mikhail last stand with Nemesis, you need to choose to pull the emergency brake when the trolley car out of control. You will start outside of the clock tower which you will see file #17 before file #18.
5) When you play as Carlos, go to the fourth (4th) floor of the hospital before you go down basement.
6) Choose to shove Nemesis off of the bridge in the park and You will be able to reach the lounge before the monitor room, file #27 will shows before file #28.

========================================================
HERE'S The FULL List OF FILES THROUGH OUT THE WHOLE GAME
========================================================

#1: Game Instructions #1 : Begining of the game
#2: Game Instructions #2 : Begining of the game
#3: Clock Tower Postcard: On the counter in the bar where you meet Brad.
#4: Photo A: Remember the gate tied with oil soaked rope? Check the corpse behind the barricade, behind the red herbs.

#5: Marvin's Report : If you got play RE2 he is right where Leon or Claire had to shoot him back in the game. Marvin's lying on the floor in the office in the RPD building.

#6: David's Memo : On the table in the darkroom, behind the typewriter.
#7: Fax from Kendo : Check the fax machine right beside the door in the STARS office.
#8: Merc's Diary : Afteryou get the lock pick from RPD you will go through a alley with a red barrel, Drain Deimos crawl out from the window, check the corpse of mercenaries lying in the corner for the handgun bullets and file.

#9: City Guide : On a table in the restaurant.
#10: Photo B : Lying on top of a pay 'phone in the lobby of the Raccoon Press building.
#11: Photo C : On one of the desks in the third-floor office of the Raccoon Press building.
#12: Reporter's Notebook : In the Raccoon Press office, At the very end back of the office.
#13: Mechanic's Memo : Check the sparking control panel in the trolley car.

#14: Manager's Report : Sales office stack with remote control
#15: Business Fax : Sales office too, in the drawers to the side of the room, near Murphy's corpse.

#16: Dario's Memo : At any time after talking to Nicholai and Carlos in the trolley car, make your way back downtown and revisit the warehouse where you started the game. The trailer Dario shut himself up in is now open and the memo is inside.

#17: Operation Instructions : Check the body of the mercenaries in the front hall of the clock tower, it stack together with the mine thrower.

#18: Picture Postcard : On an end table in the clock tower's library, near an open drawer with
an ink ribbon in it.

#19: Mercenary's Pocketbook : In the clock puzzle room, left hand side of the pictures, check the corpse of a mercenarie and a girl hold together.

#20: Director's Diary : In the doctor's office in the hospital. It's visible on the floor next to the dead man on the couch.

#21: Photo D : In the back room on the fourth floor, by the sickroom key.

#22: Medical Instruction Manual : On a counter in the hospital's basement laboratory.

#23: Photo E : The room you lock pick in and get the park key.

#24: Written Orders To The Supervisors : In the Raccoon City Park, head east go pass the wooden bridge then in the woods, one of the dead men on the path has a park key and this file.

#25: Supervisor's Report : Room behind the fireplace in the graveyard tool shed, on the table
#26: Fax from HQ : Room behind the fireplace in the graveyard tool shed, the fax is posted on the nearby chalkboard.

#27: Manager's Diary : In the lounge in the dead factory, by the typewriter. If you pushed
Nemesis off of the bridge, you'll run into Carlos in here.

#28: Security Manual : On a desk in the monitor room in the dead factory, near where you
get the water sample. When you walk in, it'll be in the foreground.

#29: Incinerator Manual : In the room below the control tower, on the wall next to the
ladder. It's very easy to overlook.

#30: Classified Photo : In the junkyard, on the ground. It's right in front of the door
that leads to the final battle with Nemesis.

~ 光之军 ~

Resident Evil 2 / Biohazard 2 Notes and Tricks

This is actually the first ever game I play with Play Station 1, ah.... the old days..... Seriously, this is the best ever game I play at that moment, then I play RE3, only then finally I play RE1, you will know how annoying that playing RE1 is more difficult without the auto aim and evade system of RE3. Right, enough old tales, I conclude some of my experience and tricks for Resident Evil 2 / Biohazard 2, check it out:

Side Pack & Sub-machine Gun :
Playing Disc A will be more easy from every presepctive, the key item locations tag with play flow, less enemy (Mr X only appear in Disc B), Final Boss and preparation, weapons (Most of Claire weapons takes two space, stun gun, sub-machine gun, grenade launcher need space for ammo), so I'm suggest you when you play as Leon, don not take the side pack and sub-machine gun in the police station armory, sasve it for Claire, this will make Claire gameplay more easy.

Special Key (changing clothes) :
You must get to the RPD without picking up any items. Brad (the yellow vest zombie) from the STARS Team is now a Zombie and will appear in the tunnel under the RPD entrance, kill it and check the cropse. The Special Key is used on the locker in the Storeroom/Darkroom. For Leon, it will give him access to two changes of clothes. For Claire, the Special Key will give her a new Western costume complete with authentic Six-Shooter (fast shooting 6 bullets hand gun).

Ranking System : 
After beating the game, the ranking screen will display a letter grade (A-F), the number of saves, and the time it took to complete the scenario. The main focus is clearly on the time clock, but the number of saves will also factor heavily into a point system that Resident Evil 2 tracks internally. Try not to save more than 10 times per scenario. The point system is also affected by the use of any weapons with infinite ammo - in other words Special Weapons. You will not get an "A" grade with the use of


Special Weapons:
•Infinite Ammo Rocket Launcher - Complete the 1st Scenario in under 2 1/2 hours. Achieve a grade of A or B
•Infinite Ammo Gatling Gun - Complete the 2nd Scenario in under 2 1/2 hours. Achieve a grade of A or B.
•Infinite Ammo Submachine Gunn - Complete the 2nd Scenario in under 3 hours. Achieve a grade of A or B.
•All 3 Infinite Weapons - Complete the 2nd Scenario in under 2 1/2 hours. Achieve a grade of A or B.

The 4th Survivor - Hunk :
Hunk is one of the Umbrella Corporation's goons sent to steal the G-Virus from William Birkin. To plays as Hunk you must beat the 2nd Scenario in under 3 Hours with a grade of A. If you have accomplished this task correctly, a screen with Hunk will be followed by the option to create a Hunk save file. Save and you will be able to load Hunk's game from either Resident Evil 2 disc.

The Tofu Survivor :
This trick is completely whacked out and requires incredible dedication to playing the game through and through and through again. Here's how to find Tofu.
The entire game (1st + 2nd Scenario) must be played through three times, plus you must find Hunk along the way. You must start from the newly created Leon or Claire save file each time through. In addition, the Hunk File must exist on your memory card BEFORE playing the game through for the third time.

犹如核爆般的巨厚雲牆--超級單體風暴照片

這張照片拍攝於內布拉斯加州，整個場景看上去就像是某部災難大片。

    【新聞主題】：寰宇蒐奇／巨厚雲牆如核爆　超級單體風暴經典照！
    【新聞連結】：http://www.nownews.com/2013/04/04/11623-2922177.htm
    【新聞出處】：NOWnews
    【發布日期】：2012/04/04   Pm 20:26
    【文章內容】：大陸新聞中心／綜合報導

這張照片拍攝於內布拉斯加州，整個場景看上去就像是某部災難大片。赫靈謝德在傍晚拍攝了這張照片，在藍色和紫色的奇異雲彩映襯下，顯出一種尤其陰森驚豔的氣氛。

據新華網報導，滾動的雷暴雲團在頭頂低沉地轟鳴。整個天空暗無天日，緩慢旋轉，一切似乎顯出不詳的徵兆。如果這是電影的話，這時大概就會有UFO從雲層裡穿出來了，
或者也可能是某種擁有超自然力量的生物，但這確實是大自然中真實的鏡頭，這種狂暴景象被稱作『超級單體風暴』。

超級單體風暴是你所能想像得到的最狂暴，最強大，很多時候也是最具破壞性的風暴體系，並且它們體型巨大，其影響範圍最高可以達到地面以上32公里的高空。
如果條件合適，它們幾乎可以出現在任何地方的上空，但它們最長光顧的地方還是美國境內有名的『龍捲風走廊』地帶。

追風者麥克·赫靈謝德來自網站『極端不穩』，他在不同的地點拍攝這些超級單體風暴的震撼場景。這些照片真的能讓人屏住呼吸，這是對拍攝者勇氣的最好的犒賞。
赫靈謝德從1999年以來一直在追逐暴風，從2004年開始嘗試進行拍攝。超級單體風暴的頭頂部展開狀結構被稱作『砧狀雲』，這是由於上升的氣流抵達最高層無法繼續上升後向周圍擴散後形成的。

降雨型超級單體風暴被認為是尤其危險的類型，因為它帶來的濃密雨幕會遮蔽並隱藏其中的龍捲風結構，大約有30%的超級單體風暴最終會發展成為龍捲風，
這對於那些生活在受襲擊地區的人們來說似乎並不是一個好消息，除非你是一個和赫靈謝德一樣的追風者。

這張照片拍攝於南達科他州，時間是2010年7月23日。這場風暴被載入了史冊，因為它降下了有記錄以來個頭最大的冰雹，其中一個冰雹體的直徑達到20公分。
這塊超大冰雹塊體是由一位名叫李·斯科特的人撿到的，他將這塊大傢伙放進冰櫃保存，並交給了美國國家氣象中心。

這張照片拍攝於美國內布拉斯加州。這個巨大的超級單體風暴中央部位正發生強烈的降雨過程。事實上超級單體風暴的確也常常會伴隨有短時的劇烈降雨或冰雹災害，有時候它們會引發洪澇災害。

 

位於超級單體風暴底部的這種結構被稱作『雲牆』。在這張照片中，這堵厚厚的雲牆與其背後閃耀的夕陽構成強烈的對比，這張作品拍攝於美國南達科他州。

圖像右側可以看到電閃雷鳴。這個超級單體風暴系統異常強大，看上去似乎就像是原子彈爆炸時候的蘑菇雲，或者是某種在天空中翻滾的巨型波浪。


這張照片是赫靈謝德在內布拉斯加州拍攝的。在這張照片中，風暴雲中正降下暴雨，這是低高度型的單體風暴系統，一般認為這是規模最小的超級單體風暴。


這張照片的整個右半部分都被閃電占據，整個畫面與左側的日落景象形成強烈對比。在圖像左上方還能隱約看到幾顆星，這證明了天空的部分區域透明度還是很高的。
整張照片的意境幾乎就像是一幅對比強烈的畫作，這張作品拍攝於2008年3月30日，地點是美國奧克拉荷馬州。


正在下落的太陽為這個巨大的暗灰色單體風暴系統底部增添了色彩和層次感。這張照片拍攝於內布拉斯加州，整幅畫面既透出凶險又顯出美麗。


這是和上一張照片拍攝於同一地點的另外一次單體風暴系統。赫靈謝德指出在這張照片中你可以看到圍繞上升氣流周圍開始形成轉動的風暴體系。不過這個系統最終並未能成型，最終它不斷上升進入高層大氣並消失了。


赫靈謝德在內布拉斯加州境內拍攝了這張降雨型超級單體風暴的照片。當他拍攝下這張照片時，氣象局發布了龍捲風警報，不過最後這一預料中的風暴並未出現。

在這一超級單體風暴下方，巨大的雲層仿佛一張張開的大嘴要吞噬一切。這些雲牆是當溫度較低的下降氣流被上升氣流抬起，其重量越來越大並達到飽和狀態，最終開始緩慢下降過程中形成的。如果雲牆持續超過10分鐘，或者圍繞中央劇烈轉動，可能表明其中正在孕育龍捲風。