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[zuolun]

Trade war song《贸易战》
https://www.youtube.com/watch?v=AnA3AnoeKck

极端高温、限制出口……多国打响粮食保卫战 ~ 28 May 2022
https://news.sina.cn/2022-05-28/detail-imizmscu3892928.d.html

• 近期，全球粮食安全问题日益引发关注。印度、马来西亚、印度尼西亚等国接连发布粮食出口禁止令。乌克兰日前警告，其粮食产量今年恐大幅下降50%。国际货币基金组织（IMF）总裁格奥尔基耶娃23日在瑞士达沃斯举行的世界经济论坛上表示，随着食品价格持续上涨，全球范围内人们对能否以合理价格购买食品的担忧已经达到顶峰。
• 美国媒体Vox网站26日发文指出，在俄乌冲突之前，由于燃料和能源价格高企、气候干旱以及疫情的冲击，食品价格已经处于历史最高水平。而现在多国正限制粮食出口，可能会进一步恶化全球饥饿问题。毕竟，保持贸易开放对缓解全球粮食危机至关重要。

Limited chicken export hinders Indonesia's chances to replace Malaysia’s supply: Farmers association ~ 27 May 2022
https://www.channelnewsasia.com/asia/indonesian-chicken-exports-2711681

• Malaysia is set to curb the export of up to 3.6 million chickens a month from Jun 1, as among other measures to address the domestic supply shortage.
• The move has caused prices of chicken to balloon in countries reliant on supplies from Malaysia as importers scramble to look for an alternative.

Malaysia to end price caps for chicken by July ~ 3 Jun 2022
https://www.youtube.com/watch?v=ayCGKe3_iWk

• Malaysia will end price controls for chicken and eggs by July and leave their prices to be determined by market forces.

Malaysia chicken export ban includes sausages and nuggets, offenders face up to 6 years’ jail ~ 3 Jun 2022
https://mustsharenews.com/malaysia-chicken-export-ban/

• In a statement released by Malaysia’s Ministry of Agriculture and Food Industries, not only are fresh and chilled chicken exports banned, but chicken product exports such as sausages and nuggets are also on the list.
• Any persons caught violating the ban may face up to six years’ jail, a S$31,256 fine (RM100,000) or both.

狮城市场缺鲜鸡 泰国冰鲜鸡料成抢手货 ~ 2 Jun 2022
https://www.enanyang.my/%E5%9B%BD%E9%99%85/%E7%8B%AE%E5%9F%8E%E5%B8%82%E5%9C%BA%E7%BC%BA%E9%B2%9C%E9%B8%A1-%E6%B3%B0%E5%9B%BD%E5%86%B0%E9%B2%9C%E9%B8%A1%E6%96%99%E6%88%90%E6%8A%A2%E6%89%8B%E8%B4%A7

• 《新明日报》昨天报道，马来西亚活鸡出口政策急转弯，原本可出口的甘榜鸡和有机鸡必须留在马来西亚，让新加坡农场、餐饮业者和小贩措手不及。
• 不少业者表示，目前的鲜鸡货源料只能维持多一周就会清空。唯一的生鲜鸡来源断了，想要吃鲜鸡的人下来只能考虑冰鲜鸡（chilled chicken）。

Bag of chicken costing S$72.27 is for real, says FairPrice of photo making rounds on social media ~ 2 Jun 2022
https://tnp.straitstimes.com/news/singapore/bag-chicken-costing-7227-real-says-fairprice-photo-making-rounds-social-media

• A day before Malaysia's chicken ban kicked in on Wednesday (June 1), a photo of the bag of "SB Whole Chicken" with the FairPrice label began circulating online. Packed on May 31, what appeared to be one bird came in at 3.212kg and was on sale for an exorbitant price of S$22.50 per kg.

Malaysia reaffirms live chicken export ban in blow to Singapore ~ 1 Jun 2022
https://www.freemalaysiatoday.com/category/nation/2022/06/01/malaysia-reaffirms-export-ban-on-live-chickens-nuggets-and-sausages/

• Malaysia reiterated that it will halt exports of all live chickens, shutting off prospects that some restaurants in Singapore could still import free-range or premium birds.
• The export restrictions, which take effect on June 1, will include live poultry, whole carcasses, chilled and frozen meat, chicken parts and chicken-based products, the Ministry of Agriculture and Food Industries said in a statement late Wednesday (Jun 1). Chicken nuggets, patties and sausages will also be banned.

[zuolun]

袁木：89年六四天安門解放軍清場「沒人死亡」論的爭議人物 ~ 18 Dec 2018
https://www.bbc.com/zhongwen/trad/chinese-news-46595813

• 袁木病逝終年91歲。六四事件後每年都在香港舉行燭光晚會悼念的香港市民支援愛國民主運動聯合會（簡稱「支聯會」）秘書長李卓人對媒體說，六四事件發生已經差不多30年，真相仍未大白，而隨著袁木去世，世界又少一個知道當年真相的人，令考究六四事件的真相更為迫切。

「社會主義真面目」「士兵或被注射藥物」原北京高校學生伊水鏡憶「六四」~ 4 Jun 2022
https://www.youtube.com/watch?v=5fgx5hYnkEc

• 伊水鏡：他回來的時候他發現已經開槍了，槍聲特別密集。他不敢抬頭嘛，他就趴在那個地方，有個假山，趴在那個地方，他怕讓人看見，因為他們從來沒有想過會開槍。

唐靖遠：我的「六四」故事：謊言是如何坍塌的？ ~ 4 Jun 2022
https://www.youtube.com/watch?v=-4iszYyalLo

• 在我錄製這期節目的時候，大陸已經進入6月4號了。
• 這一天是33年來中共最敏感的日期之一，因為這一天記錄了中共在天安門廣場動用坦克、機槍和刺刀，瘋狂屠殺手無寸鐵的學生，這一天也是將中共永遠釘在恥辱柱上的最牢固的釘子之一。
• If you live in a fake world long enough, it can start to feel real. Dictators and despots begin to believe their own lies, repeated back at them and propagated by state-controlled media.

維園燭光難再續! 六四33周年 港警公開警告集會違法 ~ 3 Jun 2022
https://www.youtube.com/watch?v=ro0E6_0ltlA



港版國安法效應 六四紀念活動被噤聲 ~ 3 Jun 2022
https://tw.stock.yahoo.com/news/%E6%B8%AF%E7%89%88%E5%9C%8B%E5%AE%89%E6%B3%95%E6%95%88%E6%87%89-%E5%85%AD%E5%9B%9B%E7%B4%80%E5%BF%B5%E6%B4%BB%E5%8B%95%E8%A2%AB%E5%99%A4%E8%81%B2-135409811.html

• 六四天安門事件即將滿33周年，但對香港而言，今年恐怕會是沒有六四紀念活動的第一年。往年主要舉辦紀念活動的單位香港支聯會，因為違反國安法被取締解散；泛民主派人士還在牢裡；就連往年會舉辦六四彌撒的的天主教正義和平委員會，日前因為樞機主教陳日君被捕，也宣布今年停辦。不過港版國安法引發的寒蟬效應，還不只這樣。
• 六四燭光晚會參與者(2021/6/4)：「平反六四，正義必勝。」過去，位在香港灣仔的維多利亞公園，是當地人悼念六四天安門事件的年度重要場地，但在港版國安法引發的寒蟬效應下，今年滿33週年的六四，首度沒有任何紀念活動。

六四33周年｜維園燭光集會第三度缺席　由2019年逼爆到「歸零」 ~ 2 Jun 2022
https://www.youtube.com/watch?v=YdhWDdAW6Lc



尘封的六四照片：1989年5月天安门 ~ 3 Jun 2021
https://www.bannedbook.org/bnews/comments/20210603/1559076.html

• 1989年4月15日，被誉为 “改革派” 的胡耀邦逝世，引发学生悼念，从4月中下旬开始，大批的学生和民众不断从各地赶到北京，希望与政府对话，表达诉求：反官倒，反腐败，争取民主。
• 然而中共政府并不想倾听民意，中共喉舌也一再歪曲事实，挑拨是非，激化矛盾。最后中共动用坦克机枪血腥镇压了这场爱国民主运动，制造了一起骇人的大灾难。

[zuolun]

「一党独裁，遍地是灾」- 重温新华日报1946年社论 ~ 23 Feb 2020
https://matters.news/@Astrum/24348-%E4%B8%80%E5%85%9A%E7%8B%AC%E8%A3%81-%E9%81%8D%E5%9C%B0%E6%98%AF%E7%81%BE-%E9%87%8D%E6%B8%A9%E6%96%B0%E5%8D%8E%E6%97%A5%E6%8A%A546%E5%B9%B4%E7%A4%BE%E8%AE%BA-bafyreibjo6jcatta224jrzcfgmw7xdoyzz55bsone5glc4f6qedcrwf3lm

陈维健：“六四” 影响之深远直到今天 ~ 5 Jun 2022
https://www.ntdtv.com/gb/2022/06/04/a103446974.html

• “六四” 过去了33年，当年出生的人也步入了中年，许多中国人已经不知道 “六四” 为何物，海外纪念 “六四” 虽然年年不断，拒绝遗忘，但拒绝遗忘本身就带有遗忘。又由着层出不穷的社会事件，西藏，新疆、香港放到了人们的面前，毕竟现实比历史更让人关注。但是所有这些事件都与 “六四” 事件分不开，也都是因着 “六四” 而产生。中国发生的任何一件大事，甚至世界性的大事都与 “六四” 有关。
• 一个政府对一批和平要求改革，要求自由民主的学生，以坦克机枪进行镇压，这样令人发指的罪恶被轻轻放过，注定要受到报应的。中国人在经济改革大潮之下醉熏于眼前的实利，认同了这个杀人的政权。随着经济的发展，国力的增强，中共把 “六四” 镇压看作是党最伟大的决定，邓小平杀二十万保二十年平安这样一种灭绝人性，不但成了中共统治的法门，也得到多数人认同，他们给出的理由是镇压带来了经济发展。整个社会功利主义大行其道，犬儒主义舔不知耻，社会道德滑坡，你害我，我害你的互害社会，除出钱。更让人扼腕的是那些从 “六四” 的血泊中活下来的人，也把 “六四” 当作年轻无知的傻事，而投身于经济的洪流，只有极少数的人还念念不忘，为之奋斗。
• 2018年这是人类历史非常重要的一年，当武汉不明病毒开始传播时，一位不知道 “六四”，岁月静好的年轻医生李文亮，基于医生的敏感与良心，在社交媒体上向公众吹哨示警。结果中共当局以 “六四” 以来的惯性思维将他训戒处理，“央视” 以示众的方式召告国人，不传谣，不信谣，否则将严惩不怠。从而导致武汉病毒蔓延中国一直至全球，成为本世纪最大的公共灾难。如果 “六四” 镇压没有得到奖赏，公安不会对李文亮训诫，病毒就会在发源之初得到控制，世界就不会有今天的灾难。也许有人会说这是过于牵强付会，须知这就是蝴蝶效应。一只亚马逊河的蝴蝶轻拍翅膀，就能改变整个世界的气象。中共 “六四” 镇压，就是那只拍动翅膀的毒蝶。自1989 “六四” 以降，中国的大事，国际的大事都于它脱不了干系。

「六四」33週年：香港封閉維園禁止悼念，全球多地點起紀念燭光 ~ 6 Jun 2022
https://www.youtube.com/watch?v=oQye_uvlrLI

• 「六四」天安門事件33週年，也是香港維多利亞公園燭光悼念晚會停辦的第三年。當日，公園大部分區域被政府關閉，警方在周邊部署大量警力攔查路人與車輛。為悼念「六四」死難者及聲援香港，台北、墨爾本、倫敦等全球多地舉辦了燭光紀念晚會。
• 香港曾是為數不多可以公開悼念「六四」死難者的中國土地。1989年中國軍隊在天安門廣場血腥鎮壓和平示威的學生，當局一直試圖將此事件從集體記憶中抹去。2020年北京在香港實施「國安法」，異見人士不斷遭到打壓。2021年，六四燭光晚會的舉辦團體宣佈解散。

「六四」血跡抹不去｜中國何日得自由？ ~ 5 Jun 2022
https://www.youtube.com/watch?v=Rzurj58nPDw

• 從1989六四屠城，到2022清零封城，中共不改暴力維穩！中國民運領袖王丹，倡議延續歷史記憶，在美國紐約籌建紀念館。中共視六四學運為芒刺，如今京津大學生接連抗議防疫，可謂新學生政治行動，對當局不滿才是主因。
• 習李之爭白熱化，二十大布局更顯錯綜複雜，要清零? 拚經濟? 雙頭馬車莫衷一是，地方政府運作陷癱瘓，李克強師法當年劉少奇批判毛澤東，召開10萬人大會，叫板習近平? !

「六四33周年」沒有燭光的「六四」 吳文遠：思想已經係一種罪 ~ 5 Jun 2022
https://www.youtube.com/watch?v=rgQW-oY3Gx8

• 今年是1989年中共六四屠城事件33周年，以往每年的6月4日都有幾萬或十幾萬香港市民到銅鑼灣維園，參與支聯會舉辦的燭光悼念活動，但香港變了，維園或許再看不見半點燭光。
• 香港還能否悼念六四，社民連前主席吳文遠也答不到，「呢個係政權話事，佢話得就得，唔得就唔得」。他指，現時在香港很難知道做甚麼事會犯法，但政權總是喜歡讓人猜度它的心意，「唔會講到明，你唔會有確實嘅答案，就算打電話問警察或者國安，佢都唔會答你」，觀乎現時的趨勢，似乎不容許吧。
• 在現時一連串的打壓之下，「莫講話悼念，思想已經係一種罪，寫字已經係一種罪」，他更悲觀的說，在未來的香港，可能講真話也是種。

吳明德：曾參與黃雀行動細節，見到鄧光榮；回憶33年前往事 ~ 4 Jun 2022
https://www.youtube.com/watch?v=iiYZoW45yGw

• 為何要「毋忘六四」？中共用經濟成果麻木國人。

「六四」特展开幕 余茂春：中国问题症结在于缺乏民主制度 ~ 4 Jun 2022
https://www.bannedbook.org/bnews/cnnews/20220604/1741490.html

• “六四” 纪念馆筹委会与 “共产主义受难者基金会” 联合举办的 “六四特展” 3日在华府开幕，来自华府、纽约等地的50余名中国民运人士及美国国会等机构官员与会，美国前总统川普政府的中国政策首席顾问余茂春表示，中国的问题不在于由谁执政，而是权利本身没有民主程序产生，相应的缺乏民主监督，西方国家若 “反习(近平)不反共产党”，仍难以推进美中关系。

「六四」噤聲港首度無悼念活動 “國殤之柱” 將重現中正紀念堂 ~ 2 Jun 2022
https://www.youtube.com/watch?v=zrQqIcBIZec

• 「六四」天安門事件即將屆滿33週年，香港在過去多次舉辦晚會紀念，但是在2020年港版國安法上路後，前兩年有民主派人士點燭光紀念就被逮捕，因此這回，將成為首次沒有辦理活動的一年，也讓台灣成為兩岸三地，唯一舉辦「六四」紀念的地方。民間團體當天會在中正紀念堂辦理活動，亮點是要公開重新打造的港大 “國殤之柱”，並喊話中國要盡快民主化。

[zuolun]

• DBS: 价跌量增是一种典型的短线价量背离的负面现象。

DBS ~ Bearish Symmetrical Triangle Breakout, critical support @ S$28.42, strong resistance @ S$32.24

DBS closed with a spinning top @ S$30.71 (-0.29, -0.9%) with 3.30m shares done on 6 Jun 2022.

Immediate support @ S$30.30, immediate resistance @ S$31.75.



DBS closed @ S$30.71 on 6 Jun 2022.

[zuolun]

陈维健：“六四” 影响之深远直到今天 ~ 5 Jun 2022
https://www.ntdtv.com/gb/2022/06/04/a103446974.html

• 一个政府对一批和平要求改革，要求自由民主的学生，以坦克机枪进行镇压，这样令人发指的罪恶被轻轻放过，注定要受到报应的。中国人在经济改革大潮之下醉熏于眼前的实利，认同了这个杀人的政权。随着经济的发展，国力的增强，中共把 “六四” 镇压看作是党最伟大的决定，邓小平杀二十万保二十年平安这样一种灭绝人性，不但成了中共统治的法门，也得到多数人认同，他们给出的理由是镇压带来了经济发展。整个社会功利主义大行其道，犬儒主义舔不知耻，社会道德滑坡，你害我，我害你的互害社会，除出钱。更让人扼腕的是那些从 “六四” 的血泊中活下来的人，也把 “六四” 当作年轻无知的傻事，而投身于经济的洪流，只有极少数的人还念念不忘，为之奋斗。

曾參與黃雀行動細節，見到鄧光榮；回憶33年前往事，為何要「毋忘六四」？ ~ 4 Jun 2022
https://www.youtube.com/watch?v=iiYZoW45yGw

• 中共用經濟成果麻木國人。

续本人10点声明！亲身经历的1989学运 (天安门事件见证人) 30年后回忆录 ~ 14 Jun 2019
https://www.youtube.com/watch?v=_TC0OOE1rfM

• “我母亲说，幸亏邓小平的改革，使她从此过上了稳定而衣食无忧的好日子。再也不用担惊受怕。尽管有这样那样的问题，但如果大家凭良心比较，现在的中国政府确实在改进而且做得不算差。否则也不会有现在某强国感到她的第一的位置收到了威胁而单方面打贸易战，现在变成了对中国全方面的打压。”

本人亲身经历的1989学运 (天安门事件见证人) 30年后回忆录 ~ 26 May 2019
https://www.youtube.com/watch?v=5AVV9ixrlWw

• “30年后，回过头来，从我个人的视角来看，如果说功过，我觉得平息那场运动是60%对，40%错吧。后来，执政党专心搞经济，又加入了世贸组织，才有了几十年的经济快速成长，国力迅速壮大。尽管有这样那样的问题，但是我们应该综合来评判，而不是只看到它的缺点，甚至有时有意无意放大它的缺点。 这样是不公平的。”

民主會戰勝歸來
https://www.youtube.com/watch?v=MuTy7uEQiyE

專訪漢學家林培瑞 (下)：六四後西方為何不對中共嚴厲制裁？中國年輕人私下會尋求真相；中共絕不認錯，計劃一切但計劃不了自己 ~ 7 Jun 2022
https://www.youtube.com/watch?v=s82FjrGh8r0
專訪漢學家林培瑞 (上)：從「左派青年」到對中共幻滅；六四把方勵之帶入美領館；洗腦毀壞了人的獨立思考能力 ~ 4 Jun 2022
https://www.youtube.com/watch?v=VlRhZBe20Yw



唐靖遠：李佳琦瞬間被封殺，中共反成「六四」真相最大推手；「悖論」暗藏密碼，中共如何搞死自己？ ~ 6 Jun 2022
https://www.youtube.com/watch?v=Q0ic1Ub5BMA

• “You can fool all the people some of the time and some of the people all the time, but you cannot fool all the people all the time.” — Abraham Lincoln

薇羽：迄今最完整最詳細的六四死亡人數統計；27軍被注射藥物？無差別輾壓軍民 ~ 5 Jun 2022
https://www.youtube.com/watch?v=Ba92Xy8jLUo



「香港監察」創辦人Benedict Rogers：不能讓中共抹去屠城歷史｜六四33週年集會 ~ 4 Jun 2022
https://www.youtube.com/watch?v=YK7eY0SX0aw

• 2022年6月4日，在倫敦中領館前六四33週年集會現場，「香港監察」創辦本尼迪特.羅傑斯（Benedict Rogers）發表演講，他表示，不能讓中共抹去屠城歷史。

[zuolun]

• TOPGLOV: 顶级手套的股票价格没有底；意思是说「没有最低只有更低」
• TOPGLOV will announce its 3Q ended May 31 financial performance on 9 Jun 2022.

There are 4 types of Gaps
1. Exhaustive Gap
2. Breakaway Gap
3. Runaway Gap
4. Common Gap

• Bearish Island Reversal 是一种典型的短线「量价齐升」的负面现象 (gaps in the price action).

TOPGLOV ~ Trading in a downward sloping channel, interim TP RM0.79

TOPGLOV closed with a black marubozu @ RM1.18 (-0.07, -5.6%) with 50.7m shares done on 8 Jun 2022

Immediate support @ RM1.10, immediate resistance @ RM1.36.



TOPGLOV closed @ RM1.18 on 8 Jun 2022.

[zuolun]

CDL: Bearish reversal and bullish divergence signals (Gaps in the price action)

There are 4 types of Gaps
1. Exhaustive Gap
2. Breakaway Gap
3. Runaway Gap
4. Common Gap

CDL ~ Trading in a intermediate upward sloping channel, strong support @ S$7.67

CDL closed with a spinning top @ S$8.25 (-0.05, -0.6%) with 910,000 shares done on 10 Jun 2022.

Immediate support @ S$8.15, strong resistance @ S$8.45.



CDL closed @ S$8.25 on 10 Jun 2022.

[zuolun]

DairyFarm: Bearish reversal and bullish divergence signals

DairyFarm ~ Bullish Head-and-Shoulders formation, neckline @ US$3.05

DairyFarm closed with a doji @ US$2.90 (-0.01, -0.3%) with 1.40m shares done on 10 Jun 2022.

Immediate support @ US$2.80, immediate resistance @ US$3.05.



全球指数巨头 MSCI 宣布剔除上海家化、永辉超市、汇顶科技等，下周一生效 ~ 10 Jun 2022
https://www.stcn.com/xw/sd/202206/t20220610_4634655.html

• 2022年6月8日，指数巨头明晟MSCI在官网宣布将9只股票从全球标准指数系列剔除，6月13日（下周一）生效，涉及上海家化、永辉超市、汇顶科技、绿地控股、天风证券、安图生物、国投资本、国药股份、浙江龙盛等。

[zuolun]

重溫江澤民「悶聲發大財」的處世哲學
https://www.youtube.com/watch?v=4fMjztDgX7Q

核酸利益大戰白熱化，搶錢亂象背後的政治角力；核酸公司被倒割韭菜，還能撐多久？ ~ 10 Jun 2022
https://www.youtube.com/watch?v=TsXLU8pxVUY

上海重回 “精准防控” 模式，从2022年7月1日起「自费核酸检测每一次收費¥20」(podcast) ~ 6 Jun 2022
https://www.rfa.org/mandarin/yataibaodao/huanjing/ql2-06062022072018.html

• 上海居民马女士说，排队做核酸成了上海居民最头疼的事情：“核酸常态化如果一直存在，对民众而言就是悬在头上的一把剑。无论你去哪里，如果没有48小时或72小时核酸证明，你将寸步难行。这等于你每天要做，因为是从采样之前算时间，报告一般到第二天才出，这给老百姓增加了很多麻烦，造成了心理上的恐惧感。”

DairyFarm ~ Bullish Inverted Head-and-Shoulders formation, neckline @ US$3.05

DairyFarm closed with a doji @ US$2.90 (-0.01, -0.3%) with 1.40m shares done on 10 Jun 2022.

Immediate support @ US$2.80, immediate resistance @ US$3.05.



DairyFarm closed @ US$2.90 on 10 Jun 2022.



全球指数巨头 MSCI 宣布剔除上海家化、永辉超市、汇顶科技等，下周一生效 ~ 10 Jun 2022
https://www.stcn.com/xw/sd/202206/t20220610_4634655.html

• 2022年6月8日，指数巨头明晟MSCI在官网宣布将9只股票从全球标准指数系列剔除，6月13日（下周一）生效，涉及上海家化、永辉超市、汇顶科技、绿地控股、天风证券、安图生物、国投资本、国药股份、浙江龙盛等。

Dairy Farm acquires 20% of Yonghui Superstores for US$925m ~ 12 Aug 2014
https://www.chinamoneynetwork.com/2014/08/12/dairy-farm-acquires-20-of-yonghui-superstores-for-925m

• Yonghui Superstores, a Shanghai-listed operator of 288 hypermarkets and supermarkets across 17 provinces in China, is to sell 813.1 million newly issued A-shares to Dairy Farm at ¥7 per share in a private placement deal.

Yonghui closed @ ¥4.21 on 10 Jun 2022.

[zuolun]

Elliott Wave Theory: One of the Elliott Wave rules stated that Wave-3 cannot be the shortest wave.
Rule 1: Wave 2 cannot retrace more than 100% of Wave 1.
Rule 2: Wave 3 can never be the shortest of the three impulse waves.
Rule 3: Wave 4 can never overlap Wave 1.
• Usually for commodities, Wave-5 will be the longest wave; while for stocks, Wave-3 will be the longest wave and a minimum target for Wave-5 is 100% of Wave-1.



DBS ~ Completed the Elliott Wave 5-wave up, riding on the 3-wave down, critical support @ S$28.27, strong resistance @ S$32.24

DBS closed with an inverted hammer @ S$29.90 (-0.23, -0.8%) with 5.99m shares done on 13 Jun 2022.

Immediate support @ S$29.24, immediate resistance @ S$30.30.

苏小妹：

若DBS急速下跌破了S$28.42 的支撑线 (critical support), 这只股票在 S$24 会因为超跌而大反弹 (期预时间是2022年10月至11月之间).

DBS ~ Completed the Elliott Wave 5-wave up, riding on the 3-wave down, critical support @ S$28.42

DBS closed with an inverted hammer @ S$31.23 (+0.17, +0.5%) with 4.15m shares done on 13 May 2022.

Immediate support @ S$30.40, immediate resistance @ S$32.24.

[zuolun]

陈维健：“六四” 影响之深远直到今天 ~ 5 Jun 2022
https://www.ntdtv.com/gb/2022/06/04/a103446974.html

• 一个政府对一批和平要求改革，要求自由民主的学生，以坦克机枪进行镇压，这样令人发指的罪恶被轻轻放过，注定要受到报应的。中国人在经济改革大潮之下醉熏于眼前的实利，认同了这个杀人的政权。随着经济的发展，国力的增强，中共把 “六四” 镇压看作是党最伟大的决定，邓小平杀二十万保二十年平安这样一种灭绝人性，不但成了中共统治的法门，也得到多数人认同，他们给出的理由是镇压带来了经济发展。整个社会功利主义大行其道，犬儒主义舔不知耻，社会道德滑坡，你害我，我害你的互害社会，除出钱。更让人扼腕的是那些从 “六四” 的血泊中活下来的人，也把 “六四” 当作年轻无知的傻事，而投身于经济的洪流，只有极少数的人还念念不忘，为之奋斗。

我会更加激进鼓励润 唐山事件幕后 一个上海女老师的心声 ~ 14 Jun 2022
https://www.youtube.com/watch?v=qYmmnEzrtFQ

潤經濟學，中國最後繁榮的產業！潤學的信徒就是最後的韭菜 ~ 13 Jun 2022
https://www.youtube.com/watch?v=EMIYlLeEyQc



父母从法国移居到马来西亚后，看病的费用增加了。马来西亚医疗保险怎么样？ ~ 13 Jun 2022
https://www.youtube.com/watch?v=rgcR_cA1zX4

• 外国人在大马看病，如何获得报销？马来西亚医疗水平好不好？
• 自媒体人，燕窝供应商，前半生活在中国和法国，后半生活在马来西亚。

我是如何被啟蒙的，以及我對中國時局的判斷，一個80後北京小粉紅的成長經歷與心路歷程... ~ 12 Jun 2022
https://www.youtube.com/watch?v=VPsaZe_HePI

唐山暴徒果有背景，爲什麽習近平再無可能全面打黑 ~ 12 Jun 2022
https://www.youtube.com/watch?v=fikFM2BEbok



中國富豪下南洋，狂買20套房？螞蟻開數字銀行，為何選擇新加坡？ ~ 10 Jun 2022
https://www.youtube.com/watch?v=Pni879S5whE

• 星國富豪版圖，被中國新移民改變？地圖上的小紅點，成了資本避風港？

[zuolun]

China’s dangerous game around Covid-19 vaccines ~ 4 Mar 2021
https://www.hrw.org/news/2021/03/04/chinas-dangerous-game-around-covid-19-vaccines

• As wealthy nations have reserved most of the Western-developed vaccine doses expected to be produced this year, China has offered to fill the demand from developing countries desperate to halt the pandemic. Two major biotech companies, the state-owned Sinopharm and privately owned Sinovac, have sold abroad or received international orders for more than 800 million doses.
• At the same time that President Xi Jinping urged nations to “come together against global challenges” and “international cooperation on Covid vaccines,” however, Beijing has mounted an aggressive disinformation campaign inside and outside of the country to sow doubt about Western-made coronavirus vaccines.
• A new report by the social media research firm Graphika also uncovered a massive, clandestine, and increasingly sophisticated pro-Beijing digital disinformation network that has been spreading vaccine propaganda on YouTube, Twitter, and Facebook. While it is difficult to attribute the network to a particular government since the platforms allow a degree of anonymity, the campaign’s timing and messaging have been closely aligned with that of Chinese state media.
• Beijing is playing a dangerous game. To scare people off from taking vaccines – by not disclosing data on the safety of its new vaccines and discrediting others’ vaccines – is only going to prolong the pandemic. This is something that no one, least of all Chinese authorities, should want.

Sinovac’s 10 billion yuan plans include new facility, global HQ in Singapore: Lianhe Zaobao  ~ 15 Jun 2022
http://www.investlah.com/forum/index.php/topic,76446.msg1583407.html#msg1583407

科兴投资20亿新币在新加坡建厂！全岛已集结5家疫苗大厂，将影响全球疫苗格局 ~ 15 Jun 2022
https://www.163.com/dy/article/H9U54H7P05148HD5.html
• 本期报道主要内容：
• 一、科兴拟在新加坡设立科研设施和国际商业总部
• 二、新加坡五月份BA.4和BA.5病例占3%，BA.2占97%
• 三、半个月来，冠病确诊增长率首次破1.0
• 四、昨通报3起新增死亡，本波病死率为0.053%
• 五、ICU重症病患降至2人，ICU病房占用率为0.6%

继核酸之后国产疫苗再爆丑闻，已遭全网封杀！ ~ 7 Jun 2022
https://www.youtube.com/watch?v=fSJOD-odn0U
• 600多名儿童家长实名举报科兴引发严重糖尿病，需终身注射胰岛素！



康希诺 (SH688185) 与辉瑞最长十年疫苗之约终止 中外合作模式走不通了？ ~ 6 Jun 2022
https://finance.sina.com.cn/stock/s/2022-06-06/doc-imizirau6761222.shtml

• 上述公告提到的合作协议可追溯到2020年7月，当时康希诺生物和辉瑞在上海签署推广服务协议，康希诺生物授权辉瑞在合作期限内在中国大陆地区独家推广公司的MCV4疫苗产品，合作期限是合作协议签署之日起至MCV4获得药品注册证书之日起最长10年。
• 此次公告宣布合作终止，距离协议签署时间不到两年，而2021年12月，MCV4产品才正式获得国家药品监督管理局批准，如今不到半年，双方这份最长10年的疫苗之约已经不再存在。
• 截至2022年6月2日收盘，康希诺生物A股报171.9元/股，跌1.79%，市值425.4亿元。H股报74.05港元/股，跌5.49%，市值183.2亿港元。
• 在终止协议的公告中，康希诺生物强调，公司已建立体系完备的商业运营中心，公司商业化团队将负责MCV4的国内外市场策略、营销活动规划与执行。
• MCV4的商业化将缩小中国与发达国家的差距，填补中国在该领域缺乏高端疫苗的空白，因此在中国市场拥有广阔前景。

[zuolun]

继核酸之后国产疫苗再爆丑闻，已遭全网封杀！ ~ 7 Jun 2022
https://www.youtube.com/watch?v=fSJOD-odn0U
• 600多名儿童家长实名举报科兴引发严重糖尿病，需终身注射胰岛素！

陈维健：“六四” 影响之深远直到今天 ~ 5 Jun 2022
https://www.ntdtv.com/gb/2022/06/04/a103446974.html

• 一个政府对一批和平要求改革，要求自由民主的学生，以坦克机枪进行镇压，这样令人发指的罪恶被轻轻放过，注定要受到报应的。中国人在经济改革大潮之下醉熏于眼前的实利，认同了这个杀人的政权。随着经济的发展，国力的增强，中共把 “六四” 镇压看作是党最伟大的决定，邓小平杀二十万保二十年平安这样一种灭绝人性，不但成了中共统治的法门，也得到多数人认同，他们给出的理由是镇压带来了经济发展。整个社会功利主义大行其道，犬儒主义舔不知耻，社会道德滑坡，你害我，我害你的互害社会，除出钱。更让人扼腕的是那些从 “六四” 的血泊中活下来的人，也把 “六四” 当作年轻无知的傻事，而投身于经济的洪流，只有极少数的人还念念不忘，为之奋斗。

三鹿毒奶粉事件凶手即将出狱？ ~ 22 May 2022
http://www.shuashuakan.com/new/8a0fba3c09494bb790d1cef75f4c8df6

• 2009年3月12日，三鹿董事长田文华被法院判处无期徒刑。
• 公众认为他会在监狱中度过一生，但两年后他的判决被减刑。从终身减刑到19年，田文华两次减刑。
• 早在2008年3月，三鹿就接到了很多患者的投诉，但田文华对这些投诉置若罔闻，不关心无辜婴幼儿的健康。
• 2008年6月28日，兰州解放军首月收治了肾结石婴幼儿，随后的两个月内，先后收治了13名患有相同疾病的患者。
• 经调查，医生发现这些婴幼儿的共同原因只是购买了三鹿奶粉。
• 随后媒体跟进调查发现，全国多地也有类似的患者。在舆论的影响下，全国开始关注和特别关注毒奶粉事件。

2008年的三鹿毒奶粉事件，30万孩子受毒害，14年后他们咋样了？ ~ 21 Apr 2022
http://www.shuashuakan.com/new/685f994178ad4daaad3ff2c8639aedf9

• “大头娃娃”是婴儿食入三聚氰胺的产物。而三聚氰胺是一种含氮元素的化工原料，本不可食用。
• 长期摄入这一化学物质的婴儿的头骨会逐渐畸形，头部越长越大，于是被称作“大头娃娃”。
• 同时这些婴儿的泌尿系统会患有十分严重的问题，膀胱、肾部产生坚硬无比的结石，甚至可能进一步发展为肾功能不全或膀胱癌。
• Melamine 「三聚氰胺」is a toxic industrial chemical used in plastic-making. It was first synthesized by a German scientist in the 1830s. Its most common form, melamine resin, a mix of melamine and formaldehyde, is used in the manufacture of formica, floor tiles, whiteboards and kitchenware.
• Melamine「三聚氰胺」is rich in nitrogen, and relatively cheap. Adding it to milk makes watered-down milk’s protein level appear higher. Standard quality tests estimate protein levels by measuring nitrogen content.

A new culprit in China’s tainted milk saga: Gut bacteria ~ 13 Feb 2013
https://www.nationalgeographic.com/science/article/a-new-culprit-in-chinas-tainted-milk-tragedy-gut-bacteria

• Whether or not these gut microbes turn out to be the biological culprit in melamine poisoning, the data provide yet another example of the many ways that the bacteria that live on us, the so-called microbiome, can affect what we eat and how we live.
• The microbiome “can explain more and more problems that we were not able to explain in the past,” Jia says. “In the future, for toxicity and pharmacological studies, we need to redesign experiments to take this into consideration.”
• In thinking about these possible microbial culprits, let’s not forget about the far more culpable human ones. In January of 2009, Chinese officials tried and sentenced 19 people who worked for the dairy manufacturers and knew about the melamine contamination: 15 went to jail for 2 to 15 years, 3 were imprisoned for life, and 1 received a suspended death sentence. In November of that year, two others were executed.

The story behind China's tainted milk scandal ~ 9 Oct 2008
https://www.usnews.com/news/world/articles/2008/10/09/the-story-behind-chinas-tainted-milk-scandal

• The 2008 Chinese tainted milk scandal was a significant food safety incident in China. The scandal involved Sanlu Group's milk and infant formula along with other food materials and components being adulterated with the chemical melamine, which resulted in kidney stones and other kidney damage in infants.

[zuolun]

核酸利益大戰白熱化，搶錢亂象背後的政治角力；核酸公司被倒割韭菜，還能撐多久？ ~ 10 Jun 2022
https://www.youtube.com/watch?v=TsXLU8pxVUY

上海重回 “精准防控” 模式，从2022年7月1日起「自费核酸检测每一次收費¥20」(podcast) ~ 6 Jun 2022
https://www.rfa.org/mandarin/yataibaodao/huanjing/ql2-06062022072018.html

• 上海居民马女士说，排队做核酸成了上海居民最头疼的事情：“核酸常态化如果一直存在，对民众而言就是悬在头上的一把剑。无论你去哪里，如果没有48小时或72小时核酸证明，你将寸步难行。这等于你每天要做，因为是从采样之前算时间，报告一般到第二天才出，这给老百姓增加了很多麻烦，造成了心理上的恐惧感。”

重溫江澤民「悶聲發大財」的處世哲學
https://www.youtube.com/watch?v=4fMjztDgX7Q

「特權階級」驚人黑幕：五大等級，七類特權；生病老幹部成「寶貴資源」，「不惜一切代價」背後的恐怖真相！新貴「入會費」：4500萬元可免核酸、疫苗、禁足！~ 18 Jun 2022
https://www.youtube.com/watch?v=Biyn4wNBHFM

[zuolun]

重溫江澤民「悶聲發大財」的處世哲學
https://www.youtube.com/watch?v=4fMjztDgX7Q

移植僅需4天 武漢醫院被指涉活摘器官 ~ 16 Jun 2022
https://www.youtube.com/watch?v=jSVolg-bKOc

• 根據醫學資料，⼼臟移植⼿術是植入健康的捐贈者的⼼臟以取代衰竭的⼼臟，全球每年新增等待⼼臟移植的病患數因此拉長了等待⼼臟移植的時間。
• 但在中國，得到移植所需心臟的時間卻短的令人不敢相信。近期一個案例顯示，患者從被列入等待心臟源序列，到完成心臟移植手術，僅僅用了4天。

調查報告：中共活摘器官依靠西方技術設備 ~ 13 Jun 2022
https://www.youtube.com/watch?v=Wk682wmcqvE

• 一項調查指出，中共依靠西方醫療技術與設備強摘人體器官牟利。

Surgeons become 'executioners' in China, study finds ~ 5 Jun 2022
https://www.youtube.com/watch?v=NUVesnh99i4

• A study finds new evidence that many surgeons and medical professionals in China have been acting as "executioners" while performing organ transplant operations.

紧急救助兰州大学穆建刚老师倡议书 ~ 9 May 2022
https://zhuanlan.zhihu.com/p/512337674

• 2022年4月8日，穆老师突发心梗，紧急做了心脏支架手术。4月28日晚，穆老师再次发病住院，进行了ECMO植入术紧急抢救。
• 经诊断，心脏大面积梗死，只能采取心脏移植手术。2022年5月6日，穆老师送往武汉协和医院治疗，目前正在等待心脏移植手术。

[zuolun]

Crippling blood-drenched communists: Extreme name-calling in 2022 ~ 23 Mar 2022
https://rollcall.com/2022/03/23/crippling-blood-drenched-communists-extreme-name-calling-in-2022/

• Fundraising and votes on Russia latest examples of extremism.
• Interestingly, there now seem to be more extremist Republicans in Congress than extremist Democrats.

Republicans flip U.S. House seat in South Texas, historically a Democratic stronghold ~ 16 Jun 2022
https://www.youtube.com/watch?v=bfo7HWwCTWI

• Republican Mayra Flores prevailed Tuesday (Jun 14) in a special election for an open congressional seat in South Texas, marking a major breakthrough for Republicans eager to blaze new inroads in the historically blue region.

50個民主黨參議員中只有5個支持拜登競選連任；川普背書者96%的勝選或領先 ~ 16 Jun 2022
https://www.youtube.com/watch?v=Ota-ktuqMd0

• 共和黨首次贏得德州百年藍區眾議員席位；賓州彈劾費城極左地區檢察官。

德州舉辦特別選舉 共和黨人翻紅傳統藍區 ~ 16 Jun 2022
https://www.epochtimes.com/b5/22/6/16/n13760687.htm

• 德州共和黨人 Mayra Flores 在週二 (2022年6月14日) 的特別選舉中獲勝，將西班牙裔占多數的百年藍區翻紅。

[zuolun]

“天安社” 发声：我们不是黑社会 我们的宗旨是「爱党、爱国，不忘初心」 ~ 2 Sep 2018
https://www.youtube.com/watch?v=jzFXKqAI4mg

• 中国人的 “私会党” 组织与目的起源于中国伟大小说 “水浒传” 108名好汉 「官逼民反 民不得不反」 的故事与靈感。清朝取得 “天下” 后，他们高举 “反清复明” 的旗号进行各种活动。
• “树大有枯枝 族大有乞丐” 一个原本伟大无私的组织，最后沦为进行各种反社会行为的帮派组织，只知「打家劫舍」，忘了 「除暴安良」。
• 在西方国家，结社自由是民主与人权 的象征之一，一切以 “法治” 为基楚。西方帮派自由地进行各种合法活动的同时，也是贩毒等各种非法活动的渊源。警方则根据法律在具充份证据的情况下把有关人等控上法庭。在罪名成立后，依法判刑，并依法 “没收” 有关的因犯罪所得的所有利益（包括动产与不动产）。

九问唐山：请公布四个被打女孩现状 ~ 20 Jun 2022
https://chinadigitaltimes.net/chinese/683299.html

• 我们在关注唐山事件的同时，本着不造谣，不传谣的原则予以关切。
• 大家都希望这几天流传的女孩已死等信息是谣言，因为所有关心此事有良知的人们，都希望受害女孩性命无虞。
• 但是目前，全国所有人都在关注四位被打女孩的伤情，事件过去一周却迟迟没有任何相关消息，而且唐山事件的几个重要疑问，仍然没有任何解答。

4女孩都在太平間? 唐山黑幫與公安系統合夥買單殺人 ~ 20 Jun 2022
https://www.youtube.com/watch?v=3EiejLvV3GU

• 殺一人50萬，唐山第9波黑幕來了...

4受害女孩無一生還？唐山黑勢力再升級，打砸派出所！唐山被管控限制出入 ~ 19 Jun 2022
https://www.youtube.com/watch?v=FA4bgA3tqgE

• 記者被抓，唐山打人後續事件第8波...

唐山四女全部死亡。輿論控制為何忽冷忽熱？打人男子跟受害女子無怨無仇為何下毒手？~ 18 Jun 2022
https://www.youtube.com/watch?v=_uLOqiYNuno

• “不怕黑社会 就怕社会黑”。

唐山九暴徒三人是 “天安社” 成员 当地掀举报浪潮 女学生惨遭绑架蹂躏 (podcast) ~ 14 Jun 2022
https://www.rfa.org/mandarin/yataibaodao/shehui/ql-06142022045659.html

• 唐山烧烤店暴徒围殴多名女子事件被国际媒体广泛报道，路透社、法新社、CNN等国际媒体做了分析性报道。
• 在2022年6月11日，即案发第二天，9名涉案人员全数落网。据央视网报道，涉及唐山市暴行的9人中，有3人隶属江苏黑帮 “天安社”。
• “天安社” 是从江苏省发源的涉黑组织，多年前已被警方取缔。而据网民来自警方的消息，在9名涉案者中，至少有3人有前科，且有1人2019年还 “刑拘在逃”。

唐山打人事件 3名 “天安社” 黑帮开特殊车牌 “苏M-A7777” 豪车出逃 曝中国黑帮嚣张狂妄遍地 (podcast) ~ 14 Jun 2022
https://www.huaglad.com/topimagenews/20220614/478672.html

• 此次河北省唐山市的黑帮打人事件，有3名“天安社”黑帮是开着售价数千万的豪车MAYBACH出逃，车牌又是隶属江苏省的特殊车牌“苏M-A7777”，证明了江苏黑帮 “天安社” 不但没绝迹，反而势力更形扩张，甚至跨省到河北省与当地黑帮结盟，毫无法纪的暴力逞凶，印证了中国基层黑帮势力的嚣张与狂妄。

[zuolun]

英科医疗（300677.SZ）停止扩产 “手套茅” 咋了？ ~ 15 Jun 2022
https://finance.sina.com.cn/stock/s/2022-06-15/doc-imizirau8669596.shtml
• 英科医疗发布公告称，拟终止湖南省临湘市年产400亿只（4000万箱）高端医用手套项目和城陵矶新港区北片区（临湘工业园）热电联产项目。

• Intco 英科医疗（300677.SZ）:  没有最低，只有更低！

Intco（300677.SZ）closed @ ¥24.56 on 20 Jun 2022.



Intco closed @ ¥100.60 (+0.50, +0.50%) on 11 Jun 2021.

• TOPGLOV: 顶级手套的股票价格没有底；意思是说「没有最低只有更低」
• TOPGLOV will announce its 3Q ended May 31 financial performance on 9 Jun 2022.

There are 4 types of Gaps
1. Exhaustive Gap
2. Breakaway Gap
3. Runaway Gap
4. Common Gap

• Bearish Island Reversal 是一种典型的短线「量价齐升」的负面现象 (gaps in the price action).

TOPGLOV ~ Trading in a downward sloping channel, interim TP RM0.79

TOPGLOV closed with a black marubozu @ RM1.18 (-0.07, -5.6%) with 50.7m shares done on 8 Jun 2022

Immediate support @ RM1.10, immediate resistance @ RM1.36.



TOPGLOV closed @ RM1.18 on 8 Jun 2022.

[zuolun]

What is UnionPay QR Code Payment?
https://www.bankofchina.com.my/dam/en-my/service/self-service/payment-services/qr-code-payment/faq_unionpay_qr_en.pdf

• UnionPay QR Code Payment or UnionPay QR Code is a cashless payment solution that enables customers to make payments to merchants with UnionPay QR Code acceptance via a unique two- dimensional quick-response (QR) code. This service is available on the BOC Mobile Banking app.

DBS PayLah! users can now scan UnionPay QR Codes to pay at 31 million merchants globally ~ 21 Jun 2022
https://www.dbs.com/newsroom/DBS_PayLah_users_can_now_scan_UnionPay_QR_Codes_to_pay_at_31_million_merchants_globally

• First Singapore bank to enable UnionPay QR Code payment。

Bank of China in Cambodia launches new function of mobile banking UnionPay QR code payment ~ 1 Apr 2022
https://www.thestar.com.my/aseanplus/aseanplus-news/2022/04/01/bank-of-china-in-cambodia-launches-new-function-of-mobile-banking-unionpay-qr-code-payment

文昭預言提速應驗：農行部分儲戶被限制取款，大銀行也出問題？「分佈式犯罪」或已在身邊 ~ 22 Jun 2022
https://www.youtube.com/watch?v=cvgomU6usaA



From bad to worse as bank runs spread through Shanghai banks ~ 20 Jun 2022
https://www.youtube.com/watch?v=B2gT-axg3Fs

• A huge demand for cash by Chinese depositors has started a bank run in Shanghai due to six rural Chinese banks that froze customer deposits back in April. Bank runs threaten to topple China's financial system at a time its economy is contracting due to persistent lockdowns and a slowing global economy.

China banking scandal may involve US$6 billion ~ 20 Jun 2022
https://asiatimes.com/2022/06/china-banking-scandal-may-involve-us6-billion/

• Public security authorities say they will concentrate on charging those responsible and recovering depositors’ lost money.

Money deposited in the bank is evaporating, China's financial crisis is approaching... ~ 16 Jun 2022
https://www.youtube.com/watch?v=g7_c7EJtDkc

• A growing number of Chinese people now feel that it is getting harder to get cash out of their banks.
• The Chinese possess the spirit of not fearing hardship and enduring it. But the current situation is breaking their bottom line. That is, their money in the bank is gone, and it's not a small amount.
• The Chinese banks have taken these measures without informing the public in advance. Many people in China, even if they are slow to notice, are already aware that a debt crisis and a financial crisis is coming.
  

China's bank run victims planned to protest. Then their Covid health codes turned red ~ 15 Jun 2022
https://edition.cnn.com/2022/06/15/china/china-zhengzhou-bank-fraud-health-code-protest-intl-hnk/index.html

• Another protest was planned for Monday. But as the depositors arrived in Zhengzhou, they were stunned to find that their health codes -- which were green upon departure -- had turned red, according to six who spoke with CNN and social media posts.

中国河南有维权储户健康码 “被转红” 防疫技术沦为 “维稳” 工具？ ~ 14 Jun 2022
https://www.bbc.com/zhongwen/simp/61794310

• 在中国中部的河南省，一些人一觉醒来后，便发现自己的防疫健康码变成了红色。紧接着，防疫人员上门，要求他们居家隔离。但很多人随后发现，导致他们成为风险人员的可能并不是新冠病毒，而是他们的身份：维权储户。
• 近期河南有多家村镇银行因遇到资金危机，无法提供取款服务，涉及数百亿银行存款， 一些储户非常焦虑，便希望前往省会郑州维权。很多储户称，他们的核酸检测为阴性，健康码却被突然赋 “红码”（表示风险人员），有媒体解读称，措施似乎是为了防止维权事件发生。
• 居住在郑州的刘女士（采访者出于安全考虑，要求匿名）就遇到了类似情况。她对BBC中文说，她在周一（2022年6月13日）发现自己的 "豫康码" 突然变红，而她的所有核酸检测结果都是阴性，也从来没有接触过确诊人员。

[zuolun]

Latent TB infection and TB disease
https://www.cdc.gov/tb/topic/basics/tbinfectiondisease.htm

• TB bacteria can live in the body without making you sick. This is called latent TB infection. In most people who breathe in TB bacteria and become infected, the body is able to fight the bacteria to stop them from growing.
• Many people who have latent TB infection never develop TB disease. In these people, the TB bacteria remain inactive for a lifetime without causing disease. But in other people, especially people who have a weak immune system, the bacteria become active, multiply, and cause TB disease. Diseases do not disappear from our body even after we recover. Rather our immune system keeps them under control.
• 结核病是由结核杆菌侵入人体后引起的一种具有强烈传染性的慢性消耗性疾病。 它不受年龄、性别、种族、职业、地区的影响，人体许多器官、系统均可患结核病，其中以肺结核最为常见。
• 90%以上的肺结核是通过呼吸道传染的。肺结核患者通过咳嗽、打喷嚏、高声谈笑，使带有结核杆菌的飞沫喷出体外。

惹兰红山组屋七人染肺结核 居民商家将接受检测 ~ 21 May 2022
https://www.youtube.com/watch?v=uYA0Swp1vKM

• 惹兰红山第2座组屋出现七起肺结核病例，卫生部将为所有居民、商家、摊主和雇员进行免费的肺结核检测。

MOH to offer tuberculosis screening to Block 174D Hougang Ave 1 residents after cluster detected ~ 24 Oct 2020
https://www.straitstimes.com/singapore/health/moh-to-offer-tuberculosis-screening-to-block-174d-hougang-ave-1-residents-after

• Current and former residents of Block 174D on Hougang Avenue 1 will be offered voluntary screening for tuberculosis after a cluster was detected, said the Ministry of Health (MOH) on Saturday (24 Oct 2020).
• This is a precautionary measure following the detection of a cluster of four individuals diagnosed with tuberculosis residing in four different units at the block, MOH said. The screening will be conducted free of charge at the Tuberculosis Control Unit in Moulmein Road from 26 Oct 2020.
• TB is endemic in Singapore and latent TB infection is not uncommon in Singapore's population, with rates of up to 30% in the older age groups. In 2020, there were 1,370 new cases of active TB among Singapore residents. This is lower than the 1,398 cases in 2019.

新加坡新增病例略降至6516起 每周传播率1.42 ~ 24 Jun 2022
https://www.youtube.com/watch?v=wI0uJKFORkQ

• 新加坡2022年6月24日新增冠病病例较前一天略微降低，报6516起，无人病逝。
• 至于每周病例传播率则进一步提高到1.42。

Mandatory TB screening for residents of Bukit Merah HDB block after about 170 people test positive ~ 24 Jun 2022
https://www.todayonline.com/singapore/mandatory-tb-screening-residents-bukit-merah-hdb-block-after-about-170-people-test-positive-1932911

• TB screening for residents and workers at Block 2 Jalan Bukit Merah is now mandatory after 30% of 574 residents and workers (about 170 people) who were screened earlier tested positive, said the Ministry of Health (MOH) on Friday (June 24). The Health Ministry said in a news release that it will extend its tuberculosis screening for those living or working at the affected block to June 24 and June 25.
• The ministry has also detected one more case that is "genetically linked by whole genome sequencing", with contact investigations under way.

[zuolun]

Alternative view on DBS: Bearish Diamond Top Breakout

• The implied technical target projection is S$26.80. This is the difference between the last high (S$36.70) and the reaction low (S$30.30) substracted from the breakout (S$33.20).

DBS ~ Bearish Diamond Top Breakout, interim TP S$26.80, next TP S$24.00

DBS closed with a hammer @ S$29.81 (-0.04, -0.1%) with 3.52m shares done on 24 Jun 2022.

Immediate support @ S$29.24, immediate resistance @ S$30.30.



DBS closed @ S$29.81 on 24 Jun 2022.

[zuolun]

Surgeons become 'executioners' in China, study finds ~ 5 Jun 2022
https://www.youtube.com/watch?v=NUVesnh99i4

• A study finds new evidence that many surgeons and medical professionals in China have been acting as "executioners" while performing organ transplant operations.

武汉多名大学生离奇失踪，细思极恐！〝天网〞不管用？ ~ 3 Oct 2017
https://www.youtube.com/watch?v=BzrAqnK-xo4

• 武汉30多名大学生 - 器官买卖。

生死之间：一个参与 “活摘器官” 医生的证词  ~ 18 May 2014
https://www.youtube.com/watch?v=S_8ri3qR-n8

• 有些人不敢相信这是真的？！有些人无法面对这样的揭露？！有些人是带着自己的观念故意拒绝这样的事实......

前日本黑幫幹部親見遭中共活摘器官法輪功學員 ~ 27 Jun 2022
https://www.epochtimes.com/b5/22/6/25/n13767360.htm
https://www.youmaker.com/video/e3296838-c177-4aa7-bcfb-e96b2e29f544

• 曾是日本黑社会的菅原潮，15年前，他意外地在中国知道了活摘人体器官的内幕。
• 在那裡，一位負責接待的醫生告訴他說，供體就在隔壁，问他要不要看一看。他拉開布簾，看到供體躺在床上，是一位21歲的年輕男子。因為打了麻藥，他看上去沒有意識。
• 2007年，菅原潮一名友人的哥哥肝病恶化，需要接受器官移植，朋友通过中介在中国找到了供体。手术前，朋友请菅原潮在日本采购白蛋白并将其送到北京。菅原潮因此意外发现中共活摘法轮功学员器官的黑幕。“中介说，没有官员的参与就没法做，没法调整复杂的关系，待遇不一样，从日本到中国后，是走专用通道。有官员专用的通道和地下隧道，都是畅通无阻的。” 菅原潮说，北京武警总医院接受日本、沙特和德国的有钱人做活体器官移植手术。

[zuolun]

中國富豪下南洋，狂買20套房？螞蟻開數字銀行，為何選擇新加坡？ ~ 10 Jun 2022
https://www.youtube.com/watch?v=Pni879S5whE

• 星國富豪版圖，被中國新移民改變？地圖上的小紅點，成了資本避風港？

China Observer: Business empire built on counterfeit and fraud | Fake doctors in China ~ 25 Jun 2022
https://www.youtube.com/watch?v=z-Fgl7es07U

• In summary, the secrets of Putian's success are mainly the following: First, the family-style management. The second is to make full use of advertising, media publicity and various online marketing tools. Thirdly, they specialize in the treatment of minor diseases.

莆田大哥詹国团：15岁贴小广告起家，发财后移民新加坡，身家成谜 ~ 12 Aug 2021
https://www.163.com/dy/article/GH6OKCEA05529714.html

• 詹国团，1964年生于福建莆田，15岁跟着叔叔四处闯荡做游医，29岁身家千万，35岁到香港注册公司，36岁举家移民新加坡，39岁重回国内，在嘉兴投重金建起第一座耗资10亿的民营三甲医院，成为莆田医疗帮的硬核 “带头大哥”，在圈内颇受尊敬。

深扒莆田系医美的发家之路，揭露美丽背后的黑色陷阱：莆田系不造假鞋改做医美了？ ~ 16 Oct 2020
https://www.youtube.com/watch?v=N4BYpzWraSU

• 从莆田游医到民营医院的发家之路。
• 从四大家族到全产业链的换皮之路。
  
• 从医美分期到上市未果的洗白之路。

Scandals catch up to private Chinese hospitals, after fortunes are made ~ 15 Nov 2018
https://www.wral.com/scandals-catch-up-to-private-chinese-hospitals-after-fortunes-are-made/18000468/

• The Putian network of 8,000 facilities, which expanded rapidly with little government oversight, is facing national outrage and scrutiny over a death and fraud allegations.

The opaque medical network behind the Baidu scandal ~ 4 May 2016
https://www.sixthtone.com/news/805/opaque-medical-network-behind-baidu-scandal

• Baidu cancer scandal exposes intricate network of private practices.

[zuolun]

Target price “cut” or "lowered" = sell/short sell ≠ “hold” ≠ “buy” ≠ "add"

DBS slashes Nanofilm's TP to S$3.70 from S$4.12 with dampened demand in near-term ~ 29 Jun 2022
https://www.theedgesingapore.com/capital/brokers-calls/dbs-slashes-nanofilms-tp-370-dampened-demand-near-term

• DBS analyst Ling Lee Keng is keeping “buy” call on Nanofilm. “Our new target price of S$3.70 is pegged to 32x P/E on [Nanofilm’s] FY2022 earnings.
• This level is -0.5 standard deviation from the average since listing and also coincides with the P/E upon listing in October 2020,” she adds.

Nanofilm ~ Riding on the Elliott Wave 3-wave down, interim TP S$2.06

Nanofilm closed with a spinning top @ S$2.37 (-0.02, -0.8%) with 1.28m shares done on 29 Jun 2022

Immediate support @ S$2.30 immediate resistance @ S$2.50.

CGS-CIMB optimistic on Nanofilm, but lowers revenue expectations as customers face supply chain woes ~ 19 Jan 2022
https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-optimistic-nanofilm-lowers-revenue-expectations-customers-face-supply

• CGS-CIMB Research maintained “add” call on Nanofilm, target price lowered to $3.92 from $4.02 previously.

Nanofilm ~ Bearish Tower Top Breakout, TP S$2.06

Nanofilm gapped down and closed with a black marubozu @ S$3.06 (-0.24, -7.3%) with 6.19m shares done on 19 Jan 2022

Immediate support @ S$2.90 immediate resistance @ S$3.30.

[zuolun]

大陸女星郝蕾曝北京民生慘況 網友熱議 ~ 28 Jun 2022
https://www.youtube.com/watch?v=C-SZYa-80Dg



《撕夜》
https://www.youtube.com/watch?v=V7FGn5cXMF0
《撕夜》歌词：
我把梦撕了一页
不懂明天该怎么写
冷冷的街 冷冷的灯 照着谁
一场雨湿了一夜
你的温柔该怎么给
冷冷的风 冷冷的吹 不停歇
那个人在天桥下
留下等待工作的电话号码
我想问他 多少人打给他
随手放开电话上
那本指引迷途心灵的密码
我的未来 依然没有解答
旧电话撕了一页
我的朋友还剩下谁
冷冷的心 冷冷的梦 在哽咽
两个人撕了一夜
抱得再紧也不能睡
冷冷的你 冷冷的泪 湿了夜
我把梦撕了一页
不懂明天该怎么写
冷冷的街 冷冷的灯 照着谁
一场雨湿了一夜
你的温柔该怎么给
冷冷的风 冷冷的吹 不停歇
那个人在天桥下
留下等待工作的电话号码
我想问他 多少人打给他
随手放开电话上
那本指引迷途心灵的密码
我的未来 依然没有解答
那个人在天桥下
留下等待工作的电话号码
我想问他 多少人打给他
随手放开电话上
那本指引迷途心灵的密码
我的未来 依然没有解答
旧电话撕了一页
我的朋友还剩下谁
冷冷的心 冷冷的梦 在哽咽
两个人撕了一夜
抱得再紧也不能睡
冷冷的你 冷冷的泪 湿了夜
冷冷的你 冷冷的泪 湿了夜

[zuolun]

倒不停
https://www.youtube.com/watch?v=E_tvAn-1L70
• “这歌词写的太有水平了”

香港主權移交：BBC當時如何報導？~ 1 Jul 2022
https://www.youtube.com/watch?v=TfOB4hHS0k0

• 25年前，BBC記者費格爾·基恩見證了最後港督彭定康離開官邸時刻、英軍最後一次踏正步、傾盆大雨中的交接典禮。BBC中文回顧1997年6月30日至7月1日凌晨BBC的新聞片段。

香港主权移交25周年：从数字看香港近年变化 ~ 29 Jun 2022
https://www.bbc.com/zhongwen/simp/chinese-news-61963484

• 移居英国数字上升
• 香港人口出现净流出
• 逾百人因涉嫌 “危害国家安全” 被捕
• 新闻自由度排名下滑
• 二手房子买卖数字上升

香港主权移交25周年：令人难忘的十件大事 ~ 28 Jun 2022
https://www.bbc.com/zhongwen/simp/chinese-news-61928111

• 1997年，英国向中国移交香港，中方称之为 “回归”。25年中，香港经历和见证了许多跌宕起伏。如今，中国《香港国安法》颁布已有两年，北京以 “爱国者治港” 作为 “一国两制” 的新标准，亲北京阵营高呼 “二次回归”；与此同时，也有数以万计的港人选择移民他国。在香港移交25周年之际，BBC中文选出以下十件事情，记忆香港走过的这四分之一个世纪。

• 主权移交
• 居港权争议
• 萨斯来袭，“23条” 与 “七一” 游行
• 北京奥运
• 马尼拉人质事件与 “次主权”
• 侮辱陆客广告与陆港矛盾
• 从 “占领中环” 到 “雨伞运动”
• 牵扯上鱼蛋的旺角冲突
• 高铁 “一地两检” 与郑文杰事件
• “反送中”，《香港国安法》与选举制度巨变

A promise kept or betrayal? Hong Kong 25 years on from handover ~ 28 Jun 2022
https://www.france24.com/en/live-news/20220628-a-promise-kept-or-betrayal-hong-kong-25-years-on-from-handover

习近平访香港赞 “一国两制” 评论驳：荒谬之谈 (podcast) ~ 30 Jun 2022
https://www.rfa.org/mandarin/yataibaodao/gangtai/ec-06302022080744.html

• 许智峯：香港没有两制 港人只有怒火。前香港立法会议员许智峯反驳习近平指 “一国两制” 是好制度的说法。他表示，“一国两制” 是代表香港与中国实行两种不同的制度，香港人在香港的民主和自由，受到《基本法》的保障，五十年不变，但在25年的今日，在高压管治下，香港监狱已有过千名的政治犯，香港人以往享有的自由完全被剥夺，证明一国两制已被消失。

清十二帝画像 ~ 30 Jun 2022
https://twitter.com/hnjhj/status/1542322065663225856



Chinese President Xi Jinping arrives in Hong Kong for 25th anniversary of handover ~ 30 Jun 2022
https://www.youtube.com/watch?v=XYV2Aqh1F4k
https://www.youtube.com/watch?v=Klg6aamlRpQ

• Chinese President Xi Jinping arrived in Hong Kong on Thursday (Jun 30) for a rare visit to mark the 25th anniversary of the city's handover from Britain to China. He travelled by high-speed train, the first time he has left mainland China since the COVID-19 pandemic began.

BBC: Hong Kong national security law: What is it and is it worrying? ~ 28 Jun 2022
https://www.bbc.com/news/world-asia-china-52765838

• In 2020, China introduced a wide-ranging new national security law (NSL) for Hong Kong, making it easier to prosecute protesters and reducing the city's autonomy. Critics called it "the end of Hong Kong", but what exactly does the law entail and what has changed since it was introduced?

港懲教軟硬兼施「去激化」反修例囚犯 ~ 19 Apr 2022
https://www.dw.com/zh/%E6%B8%AF%E6%87%B2%E6%95%99%E8%BB%9F%E7%A1%AC%E5%85%BC%E6%96%BD%E5%8E%BB%E6%BF%80%E5%8C%96%E5%8F%8D%E4%BF%AE%E4%BE%8B%E5%9B%9A%E7%8A%AF/a-61515071

• 香港懲教署近日披露，正在獄中推行「去激化」項目，為自反修例示威以來入獄的犯人去除極端思想。除此以外，港府如何應對大幅增加的「敏感」囚犯？
• 根據港府提供予立法會的資料，截至今年一月底，共有10277人因反修例事件被捕。2810人被起訴，約三分二、即1858人已完成司法程序，當中1158人被法庭定罪。
• 這批被定罪人士面臨的刑罰包括：入獄、緩刑、社會服務令、感化令等；迄今判刑最重的是一宗藏有TATP炸藥案的被告，監禁12年。

七一被捕大紀元派報人員 拒囚衣遭脅送中活摘 ~ 7 Jul 2020
https://www.youtube.com/watch?v=nzRjXnyJMwE

• 七一香港主權移交23周年當天，大批民眾上街反對國安法，但港警在銅鑼灣等地大圍捕，警方公布共抓捕370人，包括4名大紀元派發人員，直到隔天才獲釋。其中一名派發人員揭露，她因為拒穿囚衣，居然遭香港警察威脅，要把她送到中國大陸，活摘器官。

游锡堃：近6千名遭关押港人有被 “中共活摘器官” 之虞 ~ 2 Dec 2019
https://www.soundofhope.org/post/318397

• 游锡堃更质疑表示，香港反送中被捕的抗争者大部分是年轻人，他们的器官是健康的，会不会像大陆的法轮功学员一样被 “活摘器官”？

網民擔心：被抓港生會不會遭活摘器官？ ~ 22 Nov 2019
https://hk.epochtimes.com/news/2019-11-22/61348431

• 社交網絡陳姓網民表示，香港警察與中共武警的殘暴，令人髮指，更暴露中共的真實面目。一個年輕人的器官用葉克膜技術可以賣75萬美元，中國內部已經全面抽血建立DNA，這次港警抓走的都是十多歲的小孩，從器官移植角度來看是最好的、沒有疾病風險的年齡群。
• 在2019年11月9日添馬公園舉行的追思周梓樂同學的集會上，一名與殯儀業相關的劉先生對大紀元說，近期香港出現的浮屍都不是浮屍應有的狀態，沒有「屍僵」的特點，很「鮮活」。劉先生說，人溺死後會膨脹，絕不是最近浮屍那麼真確、細微，還有面部肌肉狀態。「人體展」的「人體」也是那麼「鮮活」，不是正常死亡後的人體。劉先生指，活摘器官背後有可怕的巨大市場。
• 此前，中共對法輪功學員的活摘器官罪行已經被廣泛報導。調查活摘器官的人權律師、醫生和活動人士收集了多方證據。他們發現，根據統計，自從中共1999年開始公開鎮壓法輪功，中國器官移植數量迅速上升，而中國的自願器官捐贈系統直到2013年才建立。中共承認曾使用死刑犯器官進行器官移植，但稱已於2015年初停止。然而即便如此，死刑犯數量也未多到足以解釋器官移植數量，法輪功學員和其他良心犯成了中共的器官源。

[zuolun]

玻璃心
https://www.youtube.com/watch?v=-Rp7UPbhErE



張學友祝賀香港回歸25年影片被官方刪除 因沒提「祖國」兩字 更講「香港加油」!? ~ 3 Jul 2022
https://www.instagram.com/p/CfhPrbxgcOZ/?utm_source=ig_embed&ig_rid=0cf1851d-ab21-45b7-95ff-99b7de64c4ff

• 什么东西都吹嘘「祖國」为先，那香港艺人的 “创作自由” 就正式 “归零” 了。

Jacky Cheung was ridiculed again for mediocre performance, but why can't the Chinese singers be the singer? ~ 3 Jul 2022
https://min.news/en/entertainment/145f1b257907bb9044908d7eae6e9a26.html

• This year is Jacky Cheung's 37th year of singing.
• In 1984, the 23-year-old Jacky Cheung sang a song "The Grace of the Earth" in the first "Hong Kong 18 District Amateur Singing Competition".
• After singing, the judge Lu Guozhan, who wrote the lyrics for "The Great Wall Never Fall" waved his hand and said: "Don't score. , It must be him."

武漢肺炎令全國恐慌，成龍 [2020央视春晚] 大唱「問我國家哪像染病」 ~ 27 Jan 2020
https://www.youtube.com/watch?v=bgJ3oU8kC2c
https://www.youtube.com/watch?v=Hi9HDpDBRCc

• 万里长城永不倒，千里黄河水滔滔，江山秀丽叠彩峰岭，问我国家哪像染病。

[zuolun]

Hong Kong lawmaker tests positive for COVID-19 after taking photo with China’s Xi ~ 3 Jul 2022
https://english.alarabiya.net/coronavirus/2022/07/03/Hong-Kong-lawmakers-tests-positive-for-COVID-19-after-taking-photo-with-China-s-Xi

• Steven Ho Chun-yin, a 42-year-old member of Hong Kong’s main pro-Beijing party tested positive for Covid-19 on Friday (Jul 1). According to photographs supplied by the administration, Ho was standing two rows immediately behind Xi. He stated that the lawmaker tested negative on the first day of Xi’s visit, Thursday (Jun 30), then returned an inconclusive result on Friday (Jul 1).

习近平在香港致词，台下仅有这4人… ~ 1 Jul 2022
https://news.creaders.net/china/2022/06/30/2500052.html

• Hilarious to watch Xi Jinping making his speech in front of 4 people...

The Economist: How China crushed Hong Kong ~ 1 Jul 2022
https://www.youtube.com/watch?v=zbSypV2ixjE

• In 1997 China promised to protect Hong Kong's freedoms for the next five decades—but just 25 years after the handover, Hong Kong is now a police state.
• So how did China crush Hong Kong?

• 00:00 - How China crushed Hong Kong
• 00:44 - Tiananmen square massacre vigil banned
• 02:37 - China’s ambition since 1842: reclaim Hong Kong
• 04:16 - How China needed Hong Kong’s booming business
• 05:30 - President Xi’s aim to crush Hong Kong
• 07:30 - How China infiltrated Hong Kong society
• 08:51 - The tactics of the Chinese Communist Party
• 11:42 - How exiled Hong Kongers are speaking out
• 13:00 - What can the world learn from Hong Kong?

Hitler's consolidation of power
https://www.youtube.com/watch?v=0mY9RIo3fqs

• This video looks at Hitler's consolidation of power in the years 1933 and 1934.
• It explains how Hitler went from being merely chancellor to being both President and Chancellor of Germany.
• There are five important events covered in this video:

• The Reichstag Fire;
• The March 1933 Elections;
• The Enabling Act;
• The Night of Long Knives;
• The Death of President Hindenburg.

How did the Nazi consolidate their power?
https://www.theholocaustexplained.org/the-nazi-rise-to-power/how-did-the-nazi-gain-power/night-of-long-knives/

• The Nazis managed to eliminate their opposition and consolidate ultimate power over Germany, whilst maintaining an illusion of democracy. On the 30 January 1933 Hitler was appointed as chancellor of the Weimar Republic. This photograph shows the SA as they marched victoriously through the Brandenburg Gate in Berlin the same day.

[zuolun]

內陸權貴百倍、港有錢人五倍、港平民就只得一倍「財富」增長於過去25年⋯這就是「深層次矛盾！」 ~ 4 Jul 2022
https://www.youtube.com/watch?v=LDGbYWpum7U

Hong Kong economy faces uncertain future 25 years after handover ~ 29 Jun 2022
https://www.ibtimes.com/hong-kong-economy-faces-uncertain-future-25-years-after-handover-3555744

• 'Before 1997, foreign capital propped up half of the market,'   
• 'After 1997, things changed gradually until the whole market was held up by Chinese capital.'
• Chinese companies made up around 80% of the market capitalisation in Hong Kong's stock market this year, up from 16% in 1997.
• And Chinese firms now account for 7 of the top 10 holdings of the benchmark HSI, which used to be anchored by homegrown brands such as Cathay Pacific and Television Broadcasts Limited.
• Hong Kong's GDP, meanwhile, has gone from being equivalent to 18% of mainland China's in 1997 to less than 3% in 2020.

倪匡逝世！30年前的他早透視了香港未來！~ 3 Jul 2022
https://www.youtube.com/watch?v=ssQLa1IZo_I

• 30年前 (1989年) 倪匡說中了香港的情況：「這個國家不屬於百姓，國家是屬於極權統治者的，跟百姓沒有關係。」
• 「怪不得在大陸後來看不到倪匡了。凡是反共產黨者皆被封殺，凡是舔共產黨的貨就被奉為上賓款待。」
• 「不是他準，而是太多人都視而不見! 都認為事不關己，都認為誰管都一樣，才會有現在的香港，台灣現在也是如此，每個人都覺得誰當總統都沒差有錢賺就好……」

著名作家倪匡離世 3年前訪問稱香港如失自由將滅亡 ~ 3 Jul 2022
https://www.inmediahk.net/node/%E6%96%87%E8%97%9D/%E8%91%97%E5%90%8D%E4%BD%9C%E5%AE%B6%E5%80%AA%E5%8C%A1%E9%9B%A2%E4%B8%96-3%E5%B9%B4%E5%89%8D%E8%A8%AA%E5%95%8F%E7%A8%B1%E9%A6%99%E6%B8%AF%E5%A6%82%E5%A4%B1%E8%87%AA%E7%94%B1%E5%B0%87%E6%BB%85%E4%BA%A1

• 香港知名科幻作家倪匡2019年4月7日接受香港電台《鏗鏘說》訪問時，提及對香港「一國兩制」遭破壞的看法，表示自己「根本不相信一國兩制」，「共產黨的話什麼時候靠得住」，「共產黨管治的地方怎麼會有希望」。
• 《追龍》該段內容節錄如下：「要毁滅一個大城市，不一定是天災，也可以是人禍，人禍不一定是戰爭，幾個人的幾句話，幾個人的愚昧無知的行動，可以令大城市徹底死亡。不必摧毁大城市的建築物，不必殺害大城市的任何一個居民，甚至在表面上看來，這個大城市和以前一樣，但只要令城市原來的優點消失，就可以令它毁滅死亡。」

[zuolun]

Commentary: The gap between Singapore and Hong Kong as financial hubs is narrowing ~ 30 Jun 2022
https://www.channelnewsasia.com/commentary/hong-kong-emigration-exodus-singapore-asian-financial-hub-zero-covid-finance-business-jobs-economy-2780811

• The exodus of Hong Kong talent is unlikely to lose momentum. Singapore would need to accommodate these inflows while maintaining social balance and keeping inflation down, says SMU Associate Professor Hu Jianfeng.
• Amid volatile times of the Russian invasion of Ukraine and COVID-19 lockdowns in China, there is a notable wave of Hong Kong emigration.
• This might have begun as early as 2020 after the city passed the National Security Law. Hong Kong’s population declined by 1.2% in 2020, its first recorded fall in 60 years, losing 93,000 residents. In February and March alone this year, it lost another 129,000 residents.

鍾劍華：香港已倒退到比80年代的情況還要差 (podcast)  ~ 17 May 2022
https://www.rfi.fr/tw/%E5%B0%88%E6%AC%84%E6%AA%A2%E7%B4%A2/%E5%85%AC%E6%B0%91%E8%AB%96%E5%A3%87/20220517-%E9%8D%BE%E5%8A%8D%E8%8F%AF-%E9%A6%99%E6%B8%AF%E5%B7%B2%E5%80%92%E9%80%80%E5%88%B0%E6%AF%9480%E5%B9%B4%E4%BB%A3%E7%9A%84%E6%83%85%E6%B3%81%E9%82%84%E8%A6%81%E5%B7%AE

• 鍾劍華：“我只能說這一切都是一種很令人失望的發展，是一種嚴重倒退，香港甚至倒退到比80年代時我們看到的情況還要差。這是不爭的事實，無論北京官員說什麼 “一國兩制行穩致遠”，還是 “一國兩製成功落實”，這些都是謊言。我希望大家能看清這些謊言。這也是我決定離開香港的一個原因，就是保留自己的自由意志，繼續講出真實的香港故事，讓更多人知道香港的真相。我希望能繼續為香港人發言。”

吳明德：移民潮最新估計3年 (2021-2023) 將帶走12,000億港元 ~ 5 Apr 2022
https://www.youtube.com/watch?v=Y-FR8-ySszk

吳明德：「史无前例」的走资，是因投资者季度突然对中国的看法巨变 ~ 4 Apr 2022
https://www.youtube.com/watch?v=4SLksKSaGoQ

利世民：封閉香港 等於封閉中國的出氣鼻孔！意味著中國永久的封閉！ ~ 10 Jul 2021
https://www.youtube.com/watch?v=V3beIEYXGU8

• “十幾億人只有吹捧一人的義務，十幾億人不能有批評或質疑一個人的權利！”

《十年》中國禁片電影 - 完整版 ~ 未來…還有沒有香港？ ~ 17 Dec 2015
https://www.youtube.com/watch?v=xslrmsad744

• Li Yun: "香港的現實發展都給電影 ❴十年❵ 全部說中了，唯一的錯是片名，應該改為 ❴四年❵。"
• "Ten Years" (十年) is a Hong Kong film released in December 2015. It is a collection of five short stories starring Kai-Chi Liu, Leung Kin-ping, Chow Ka-yee, Yau Hok-sau and Ng Siu-hin. The film was released in Hong Kong on December 17, 2015 at Broadway Cinematheque, and was re-released in different cinemas due to the enthusiastic response, grossing over HK$6 million and winning the Best Film at the 35th Hong Kong Film Awards. The film was also selected as the Recommended Film of the 2015 Asian Film Festival.
• The film is said to be a "prophecy" for Hong Kong society because it deals with the current situation of threats to human rights, democracy and freedom of speech in Hong Kong, as well as sensitive political topics such as Hong Kong's independence and self-determination. The Beijing government blocked the film and banned the live broadcast of the Golden Horse Awards and the Hong Kong Film Awards on major Internet platforms in China, preventing at least 10 million viewers from watching the 35th Hong Kong Film Awards ceremony

聯合聲明，完啦! 一國兩制，完啦! ~ 10 Jun 2014
https://www.youtube.com/watch?v=dGE_Hh0ygo8

• 1990年己經知道聯合聲明一國两制會提早玩完啦！

香港末代總督彭定康接受BBC專訪：「中共完全違背了自己的諾言」 ~ 4 Jul 2022
https://www.youtube.com/watch?v=vf5YdD45nbc

• 25年前，當英國將香港主權移交給中國時，即將離任的英屬香港總督彭定康（Christopher Patten）對香港人說的最後一句話是，「現在，香港人將會治理香港」。
• 「一國兩制」的承諾是否已經破碎？英國是否本可以為兌現這一承諾做得更多？

Hong Kong's future as Asia's financial centre ~ 1 Jul 2022
https://www.youtube.com/watch?v=FP21BySsZnA

• The city's reputation as Asia's top international financial centre has been shaken by three years of protests, a political crackdown and a zero-Covid policy. The FT's Asia financial correspondent Tabby Kinder examines whether the city can remain the prime place to do business in Asia.

Hong Kong's fate: 300,000 tax filers have gone, economy rings alarm and landmark ship sinks ~ 28 Jun 2022
https://www.youtube.com/watch?v=fuRa-7_cZTU

• Hong Kong’s landmark and world-famous Jumbo Floating Restaurant sunk unexpectedly in the South China Sea on June 19, 2022. Some people have sighed, "What has sunk is not a dinner boat, but an era of Hong Kong".
• The economic impact of the exodus that erupted in Hong Kong since the implementation of the National Security Law in 2020 is beginning to emerge. Various figures show that a large number of Hong Kong's youth and elite are choosing to leave the city. Their departure is beginning to impact the local labor market and fiscal revenues, and the economic outlook for Hong Kong is alarming.

Hong Kong’s Jumbo Floating Restaurant sinks in South China Sea  21 Jun 2022
https://www.theedgemarkets.com/article/hong-kongs-jumbo-floating-restaurant-sinks-south-china-sea

• The restaurant had accumulated losses of HK$100 million (US$12.7 million) since 2013, its owner said last month. The millions of Hong Kong dollars it was spending to repair and maintain the restaurant annually had become “a heavy burden for the company and its shareholders”, according to the statement.

新加坡，是否会取代香港 “亚洲金融中心” 的地位？ ~ 7 Jun 2022
https://www.163.com/dy/article/H98OEC7S055241SU.html

• 香港和新加坡法律体系相似。同为前英国殖民地，两个城市都继承了英国普通法体系，与国际通行法律体系接轨。

[zuolun]

中国人月收入2000元人民币以下有9.64亿人，月收入5000人民币以上有7200万人 ~ 29 May 2020
https://finance.sina.cn/china/gncj/2020-05-29/detail-iirczymk4111979.d.html

• 2020年5月28日，国务院总理李克强在回答中外记者提问时讲到，中国6亿人月收入仅1000元人民币左右，人均年收入3万元人民币。
• 这一数据引起大家的热烈讨论，社会各界在追问月收入1000元人民币左右以下的人，真的有6亿人这么多吗?
• 这一群体分布于何处，数字的背后又代表着什么?

中共再鼓吹小康 學者揭近3億人月入600人民幣 ~ 5 Jul 2022
https://www.youtube.com/watch?v=N_fPJ8-2Tb4

• 广州中山大学管理学院教授李孔岳：“中国有9.4亿人的月收入低于2000元人民币啊！”

赵辰昕：脱贫攻坚取得全面胜利 9899万农村贫困人口全部脱贫 ~ 28 Jun 2022
http://www.tjyun.com/system/2022/06/28/052832955.shtml

• 2022年6月28日上午10时，中宣部举行 “中国这十年” 系列主题新闻发布会，国家发展改革委副主任赵辰昕，副秘书长苏伟、欧鸿、杨荫凯介绍完整、准确、全面贯彻新发展理念，推动高质量发展情况，并答记者问。会上表示，人民生活实现全方位改善。
• 脱贫攻坚取得全面胜利，现行标准下9899万农村贫困人口全部脱贫，创造了人类减贫史上的奇迹。坚持人民至上、生命至上，强化 “外防输入、内防反弹”，坚持全链条精准防控 “动态清零”，抗击新冠肺炎疫情取得重大战略成果。就业质量显著提升，城镇新增就业年均1300万人以上，全国城镇调查失业率保持在5%左右，就业结构持续优化。
• 教育事业蓬勃发展，劳动年龄人口平均受教育年限达到10.9年，从人力资源大国向人力资源强国迈进。城乡基本医疗公共服务均等化水平不断提高，人均预期寿命居于中高收入国家前列，全民健身公共服务体系基本建立。社会保障惠及全民，10.3亿人拥有基本养老保险，13.6亿人拥有基本医疗保险，民生兜底保障网进一步加固。

青年失业率18.4%创下新高！如何破局？ ~ 16 Jun 2022
https://www.163.com/dy/article/HA07ULI505532410.html



戳穿脫貧假象 網民實拍大涼山婚宴遭傳喚 ~ 11 Jun 2022
https://www.youtube.com/watch?v=g_k1LmE0uro

• 2022年06月10日，最近有一段四川大涼山的婚宴視頻在網路上走紅，因這段視頻真實反映了當地的赤貧狀況、戳穿當局「全面脫貧」的謊言，結果這名拍攝視頻的網友遭到公安傳喚。

[zuolun]

中国砸千亿全球搜刮粮食 4月稻米进口暴增近3成 ~ 26 May 2022
https://news.creaders.net/china/2022/05/26/2487468.html

• 今年因俄乌战加速贫穷国家粮食危机，中国超无良，持续在全球搜刮粮食，4月稻米进口量暴增28.7%，玉米年增也达19.4%，大豆增幅8.5%，总计今年前4月砸了1642.4亿人民币（约台币7390亿元）买粮食，较去年同期增加21.5%。
• 中国多年来在海外屯田，粮食进口量也大幅成长。根据中国海关总署统计，去年全年粮食进口量达1.6454亿公吨，光是玉米就进口了 2800 万吨，超过了乌克兰1年的出口量，连续2年进口增幅都超过100%，去年增幅更攀升至152.2%。稻米、小麦进口量也很可观，年增幅各达68.7%、16.6%。

拼！为这项重要国策，中国狠砸100亿 ~ 22 May 2022
https://news.creaders.net/china/2022/05/22/2486053.html

• 为确保粮食安全，中国财政部今天宣布拨款人民币100亿元，向实际种粮农民发放一次性农资补贴，以支持夏收和秋播生产，缓解种粮支出上升影响，以提升农民种粮积极性。
• 确保粮食安全成为中国重要国策。中国财政部曾在2021年7月向实际种粮农民，发放200亿元一次性农资补贴。如今时隔不到1年再次发放，引起外界注意。
• 而由于部分地区以动态清零政策因应COVID-19疫情，导致当地农民无法耕作，对春耕同步造成衝击。

Something is rotten in the state of Shanghai’s latest Covid lockdowns ~ 12 Apr 2022
https://quoththeraven.substack.com/p/something-is-rotten-in-the-state

• China is overshooting the mark, even for a unilateral state run communist government, and it feels like something odd is afoot.

中國大舉囤糧掌握世界五成糧食儲備，《經濟學人》：全球都將為此付出代價 ~ 11 Apr 2022
https://www.thenewslens.com/article/165294

• 近日地緣政治變化劇烈，全球糧食價格不斷上漲，其中最大的消費國 — 中國開始囤積糧食，試圖淡化和西方各國的連結。

中國糧食穩不住？ 大舉搜刮囤糧 國際糧價飆至10年新高 ~ 7 Jan 2022
https://www.youtube.com/watch?v=LmyJmp6kI6I



中国粮食储备达到全球库存量一半以上 ~ 22 Dec 2021
https://cn.nikkei.com/politicsaeconomy/commodity/47063-2021-12-22-05-00-10.html

• 中国在大力采购粮食。美国农业部的统计显示，从玉米等主要粮食的库存量来看，中国达到了全球的一半以上。
• 由于中国人口不到全球的两成，所以也有观点指出这成为全球粮食价格走高和饥饿问题的原因之一。

俄烏戰爭、燃料飛漲，糧價不斷攀升，多國陷入「飢餓風暴」。中國糧食危機的真相是什麼？ ~ 7 Jul 2022
https://www.youtube.com/watch?v=F1mEYVGrNlM

俄乌冲突下中国动向或影响世界谷物行情 ~ 5 Jul 2022
https://cn.nikkei.com/columnviewpoint/column/49049-2022-07-05-05-00-20.html

• 首先通过数据加以确认。据中国官方数据，中国玉米进口量截至2019年徘徊在500万吨以下。但到2020年迅速超过1000万吨，2021年突然突破2800万吨。
• 谁来养活中国？美国思想家莱斯特·布朗(Lester Brown)于1990年代提出这个问题。中国通过坚持大米和小麦等主食谷物的自给回答了这个问题，一直保持国内粮食供应的稳定。
• 另一方面，以玉米为代表，被自给方针遗漏的粮食的需求扩大，给供给端带来好处。但是，如果这个中国这样的大国采取新行动，引发的波澜不容忽视。
• 这将对面临持续动揺的国际行情和粮食危机的各国产生哪些影响？世界也有可能面对新的难题。

Hoarding in Thailand & Lebanon, protests in Iraq: How Ukraine war threatens a global food crisis ~ 5 Jul 2022
https://indianexpress.com/article/explained/explained-russia-ukraine-war-global-food-crisis-7829000/

• As Russia invaded Ukraine, one of the world’s largest breadbaskets, the worst surge in global food prices since the Great Recession looms large over the world. Now, what the invasion has already done is push wheat prices by 70% in the last month. Wheat prices shot to a record US$12.94 per bushel. And experts believe that the situation is only about to get worse.

全球粮食进口或多花510亿美元，490亿为价格上涨所致 ~ 16 Jun 2022
https://www.163.com/dy/article/HA17L1UD0519DDQ2.html

• 粮价高企，农民却不是受益者。报告显示，全球各国在粮食进口方面的支出已从2019年的1.45万亿美元骤升至今年的1.8万亿美元，每年均呈递增态势。
• 以2022年为例，今年全球粮食进口支出预计将比2021年增加510亿美元，其中490亿美元是价格上涨所致，其中既包括农产品本身的价格，也包括运输价格。价格上涨因素占96%；增加的贸易额仅为18亿美元，占增加的进口支出的3.5%。

The war in Ukraine is fuelling a global food crisis ~ 30 May 2022
https://graphics.reuters.com/UKRAINE-CRISIS/FOOD/zjvqkgomjvx/

• While post-pandemic global demand, extreme weather, tightening food stocks, high energy prices, supply chain bottlenecks and export restrictions and taxes have been straining the food market for two years, the recent convergence of all these factors following Russia’s invasion is unprecedented and has sent food inflation rates spiking around the world.
• In Europe, the Consumer Price Index for food has sharply risen in all of the continent’s largest economies, while in the United States the CPI climbed more than 14 percentage points since January 2020.

[zuolun]

Impact of Shinzo Abe's assassination on Japan ~ 9 Jul 2022
https://www.youtube.com/watch?v=5iPdIhZAwjk

• The White House says it's "shocked and saddened" over the assassination of former Japanese Prime Minister Shinzo Abe.
• The 67-year-old was shot during a campaign event in Nara, Japan on 8 July 2022 @ 11.30am (Japan time).

中国业者推出：“庆祝安倍归西  普天同庆  全店买一送一” ~ 9 Jul 2022
https://nwen.net/news/1091126.html

[zuolun]

连日本执政党「自民党」高层都带头捐款，你见过这么支持中国抗击疫情的国家吗？ ~ 13 Feb 2020
https://www.dighouse.com/article/5745

• 2020年2月4日，日本外相接受媒体采访时就说：“中国政府需要什么，中国国民需要什么，中国有困难的时候，作为友人，我们要向中方提供援助”。

中国业者推出：“庆祝安倍归西  普天同庆  全店买一送一” ~ 9 Jul 2022
https://nwen.net/news/1091126.html

[zuolun]

日本不怕中國跳腳！賴副總統以 “至親摯友” 赴安倍葬禮 國際 “厭中” 日本排第一 ~ 13 Jul 2022
https://www.youtube.com/watch?v=R2HWlHpNA9I

• 黃創夏：有87%日本人認為中國是威脅者。

安倍曾說不要讓台灣覺得寂寞! 全國7/11下半旗一天悼安倍 ~ 11 Jul 2022
https://www.youtube.com/watch?v=43SnquqtDww

• 總統蔡英文赴日台協會弔唁 蘇貞昌與陳時中一同現身感念安倍 “為台發聲”。

安倍晋三遇刺各国政要哀悼　美国降半旗致哀3天 (podcast) ~ 8 Jul 2022
https://www.rfa.org/mandarin/yataibaodao/junshiwaijiao/cm-07082022095706.html

• 前日本首相安倍晋三2022年7月8日在街头助选演讲时遇刺，不治身亡，全球错愕、震惊。多国领导人和政要闻讯后纷纷表示哀悼，连发多推。
• 印度总理莫迪还表态称，2022年7月9日，印度将举行为期一天的全国哀悼。

台北101點燈悼念安倍晉三 「台灣永遠的朋友」 ~ 8 Jul 2022
https://www.youtube.com/watch?v=KY01UrD4X6s

• 日本前首相安倍晉三2022年7月8日遭槍擊身亡，享壽67歲，他被譽為「最友好台灣的日本首相」，逝世悲聞讓不少政治名人發文悼念，而台北101晚間也點燈，寫下「敬悼安倍首相，台灣永遠的朋友，感謝安倍首相對台灣支持與友誼，ありがとう」，以此表達感謝「台灣最暖的日本友人」。

[zuolun]

Singapore steps up inflation fight with surprise central bank tightening ~ 14 Jul 2021
https://www.investing.com/news/economy/singapore-cenbank-tightens-monetary-policy-in-off-cycle-move-2847017

• The policy move came after the central bank said Singapore's GDP growth rate is expected to come in at the lower half of the 3-5% forecast range for 2022, while core inflation is now projected between 3.0 – 4.0% for the year, up from an earlier forecast of 2.5 – 3.5%.

Temasek Holdings' net portfolio value reaches record S$403 billion, made up of mostly unlisted assets for first time ~ 13 Jul 2022
https://www.todayonline.com/singapore/temasek-holdings-net-portfolio-value-reaches-record-s403-billion-made-mostly-unlisted-as

• Temasek Holdings reported on Tuesday (July 12) that its portfolio value rose by S$22 billion to set a new record of S$403 billion for the financial year ending March 2022. Its one-year total shareholder return is 5.81%. Its 20- and 10-year TSRs is 8% and 7% compounded annually, respectively. Temasek has invested S$61 billion and divested S$37 billion in the 2022 financial year.

香港淪落 大陸惡化 資金找出路｜新加坡成富豪熱門藏錢中心｜中產者人未走資金先溜 香港快掏空 ~ 13 Jul 2022
https://www.youtube.com/watch?v=iJ0T-lQGzpI

• 天时地利人和；香港的「一国两制」模式让新加坡 “躺者都赚大钱”。

新加坡：我一个弹丸小国，咋就成了大国心里的香饽饽？ ~ 10 Jul 2022
https://www.youtube.com/watch?v=9LTJn1Vb3Go

• BigCat 918: “应该说英国人给新加坡留下了一套相当完整的法律和司法系统，一个有效运作的公务员制度和一批有经验的公务员。所以新加坡建国初期领导人作的决策会有一批能干的公务员去执行，不用从零开始。新加坡小国寡民，无法像中国那样摸着石头过河，它没有犯错的空间。其他英联邦国家的失败在于他们没有好好利用这套体系，不是这套司法体系和公务员体制的问题。在60年前对发展中国家來说，那可是好东西。当然，各族文化里的优良传统，包括儒家思想，让新加坡在运用这套体系时事半功倍。”

新加坡，是否会取代香港 “亚洲金融中心” 的地位？ ~ 7 Jun 2022
https://www.163.com/dy/article/H98OEC7S055241SU.html

• 香港和新加坡法律体系相似。同为前英国殖民地，两个城市都继承了英国普通法体系，与国际通行法律体系接轨。

[zuolun]

Target price “cut” or "lowered" = sell/short sell ≠ “hold” ≠ “buy” ≠ "add"

CGS-CIMB slashes Nanofilm target price to $3.07, cuts revenue forecasts ~ 1 Jul 2022
https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-slashes-nanofilm-target-price-307-cuts-revenue-forecasts

• CGS-CIMB Research analyst William Tng has maintained his “add” call on Nanofilm, but lowered his target price on the stock from $3.50 to $3.07.

DBS slashes Nanofilm's TP to S$3.70 from S$4.12 with dampened demand in near-term ~ 29 Jun 2022
https://www.theedgesingapore.com/capital/brokers-calls/dbs-slashes-nanofilms-tp-370-dampened-demand-near-term

• DBS analyst Ling Lee Keng is keeping “buy” call on Nanofilm. “Our new target price of S$3.70 is pegged to 32x P/E on [Nanofilm’s] FY2022 earnings.
• This level is -0.5 standard deviation from the average since listing and also coincides with the P/E upon listing in October 2020,” she adds.

Nanofilm ~ Riding on the Elliott Wave 3-wave down, interim TP S$1.70, next TP S$1.03

Nanofilm closed with a black marubozu @ S$2.06 (-0.09, -4.2%) with 2.06m shares done on 15 Jul 2022

Immediate support @ S$1.95 immediate resistance @ S$2.30.



Nanofilm ~ Riding on the Elliott Wave 3-wave down, interim TP S$2.06

Nanofilm closed with a spinning top @ S$2.37 (-0.02, -0.8%) with 1.28m shares done on 29 Jun 2022

Immediate support @ S$2.30 immediate resistance @ S$2.50.



Nanofilm closed @ S$2.06 on 15 Jul 2022

[zuolun]

為什麼在美國買房子很難遇到爛尾？中國期房的前世今生：一上紅船誤終身 ~ 16 Jul 2022
https://www.youtube.com/watch?v=iXpB245ecrs

• 我們今天來聊一聊在美國買期房，為什麼很少遇到爛尾樓，會有哪些風險？
• 這幾天很多人談到了中國預售房，或叫期房的問題，這種制度真的是萬惡的嗎？未來它將走向何方？

买房11年后，西安300名业主却住进烂尾楼 ~ 11 Jul 2022
https://www.163.com/dy/article/HC03228J05539DNW.html
https://www.youtube.com/watch?v=ZjaE8mDbq68

• 西安易合坊小区，300多名业主被迫搬进了烂尾房。这时距离他们交首付买房子已经过去十一年了，这两年因为疫情原因，他们中很多人收入锐减，无法承受每月的房贷和支付的房租，被逼无奈，不得不搬入了购买的烂尾楼里，花了半生积蓄，还了十年贷款，这种心酸的幸福谁能体会？
• 因为，很多人在没有住之前，是在其他地方租房子住的。他们每个月除了付房租，还要付这个烂尾楼的房贷，压力很大，每天都睡不好觉，经常失眠。而且有时候还因为各种原因搬家，风里来雨里去的。但是搬进来以后，虽然房子很破，但是至少有个稳定的居所了，至少能睡个踏实觉了。
• 业主鲁霞（化名）决定近期退掉租的房子，一家人一起搬到毛坯房里。她说：“烂是烂了一点，有个落脚的地方，能生活就行，毕竟也是自己的房子啊，再说疫情这几年基本没挣到什么钱，实在是承担不起房租了，这样还可以省一点！”

Chinese homebuyers call 'mortgage strike' over unfinished projects

Debt-saddled developers left scores of presold housing complexes incomplete

By Cissy Zhou, Nikkei staff writer; additional reporting by Kenji Kawase
July 14, 2022 19:38 JST Updated on July 14, 2022 20:24 JST

HONG KONG -- Tens of thousands of Chinese homebuyers are threatening to stop paying mortgages on scores of unfinished housing projects, raising "huge risks" for banks and the country's debt-saddled property developers.

China's real estate sector is grappling with a crisis that has seen developers squeezed by eye-watering levels of debt, sparking a string of bond defaults among major groups including Shimao and China Evergrande -- the world's most indebted developer with about $300 billion in liabilities.

Now, buyers in more than 100 unfinished housing complexes across the country have taken to social media to warn that they will stop making monthly mortgage payments until developers complete the projects.

Despite the risks of being sued or punished under a government system called social credit, which can bring travel bans and other restrictions for people deemed "untrustworthy," the movement among furious homebuyers is growing quickly.

"When our survival is in question, when we are in a dire situation, social credit is just a paper tiger to us," said a statement this week issued by buyers of units in the Yufa Bailuyuan housing development in central Zhengzhou city. "We need to throw off those shackles and let the people who robbed us know that we are not lambs to be slaughtered."

Up to 1.5 trillion yuan ($220 billion) of mortgage loans are linked to unfinished residential projects, ANZ said in a report.

The movement kicked off in late June among people who bought into an Evergrande project in southeastern Jingdezhen city. It has since spread to other parts of the country with about one-third of the unfinished projects built by struggling Evergrande, once China's top developer.

"If tens of thousands of homebuyers really stop paying their mortgage, the real estate companies will soon collapse because they have no liquidity," Dan Wang, chief economist at Hang Seng Bank China, told Nikkei Asia. "There are huge risks for banks, particularly local banks, whose assets are mainly in the housing market, and there is no way that the central bank could save all of them," she added.

Chinese banking and real-estate shares took a hit Thursday (Jul 14) as investors reacted to the brewing crisis.

Unlike in some countries, it is common for buyers in China to pay 100% of the price of a presold home.

Nomura estimates that developers have only delivered around 60% of homes they presold between 2013 and 2020, while in those years China's outstanding mortgage loans rose by 26.3 trillion yuan.

Between the end of 2020 and March of this year, 4.4 trillion yuan in new mortgages were issued in the world's second largest economy, which has been struggling under China's strict zero-COVID policy, which led to lockdowns in major cities and shuttered factories.

"The presale model has significantly increased developers' leverage, so a disorderly deleveraging may not only lead to a credit crunch for developers and massive defaults in offshore dollar bond markets, but also rising nonperforming loans for banks, which sit at the center of China's financial system," Ting Lu, chief China economist at Nomura, said in a research note.

"As an increasing number of developers have failed to build and deliver presold homes in a timely manner, the presales model is likely to result in a vicious cycle, while the increasingly infectious subvariants of omicron may exacerbate the downward spiral," he added.

Caroline Wang, a 31-year old finance worker in Zhengzhou, and her husband made a 500,000 yuan payment for an apartment in October. They had expected to move in by the end of this year.

But two months after the couple put all of their money -- plus their parents' life savings -- into a dream home, construction was suspended after the project's developer allegedly misappropriated bank funds.

The couple is still on the hook for a 6,000 yuan monthly mortgage payment, a big chunk of their combined income of under 20,000 yuan. The couple is now renting an apartment.

"I am so stressed now and I don't even dare to tell my parents and my in-laws, because they are all farmers and it took them decades to save the down payment for us," Wang said.

Buyers in the high-profile Xitang housing project had not reached an agreement on joining the mortgage strike over fears they could wind up getting sanctioned by the government or sued for nonpayment, Wang said.

On Thursday (Jul 14), China's four biggest banks -- Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of China and China Construction Bank - all described their exposure to the mortgage-payment threat as "manageable."

China Minsheng Bank, which focuses on loans to small and medium-sized enterprises, said it would "closely monitor the situation and respond quickly."

"The movement might prompt the regulatory authority to take measures to let some projects resume, like allowing state-owned enterprises to acquire these projects," Shuang Ding, chief Greater China economist at Standard Chartered Bank, told Nikkei. "In China, any risk to financial stability will increase the sense of urgency to solve the problem."

[zuolun]

政治科學新書介紹：《外包式鎮壓》在中國 ~ 18 May 2022
https://whogovernstw.org/2022/07/11/austinwang70/

Outsourcing Repression: Everyday State Power in Contemporary China ~ 18 May 2022
https://madeinchinajournal.com/2022/05/18/outsourcing-repression-a-conversation-with-lynette-ong/

• Thugs-for-Hire is the underground service provided to legitimate entities or individuals.
• Various organized crime groups provide "services" to megacorporations and/or governments.
• Beijing’s practice of tamping down dissent will be harder to enforce if the economy continues to go south.
• Local governments regularly deploy third-party violence to evict homeowners, expropriate land from farmers, manage illegal street vendors, and deal with petitioners and protestors in China.
• Violence is effective in implementing unpopular and illegal policies and also allows local authorities to evade responsibility for using violence and maintain a veneer of lawfulness.
• However, it may run the risk of backfiring and imposing costs vis-à-vis the legitimacy of the local state and of the Communist regime as a whole.

河南「2022年7月10日」白衣人 versus 香港「2019年7月21日」白衣人

河南储户郑州维权视频汇总 值得铭记的一天 ~ 11 Jul 2022
https://www.youtube.com/watch?v=lU8fQpTciIQ

• 2022年7月10日星期日，河南村镇银行储户因银行违约无法提取存款而第四次上访，数千人汇聚在河南省府郑州市的中国人民银行门前示威，高举维护人权法治社会的横幅，呼吁总理李克强亲自出马搜查河南省银行界非法运作贪污腐败。
• 当地政府出动大量警察与穿黑白色便服的不明身份者共同镇压驱赶示威者，有示威者被打伤，部分抗议者被警方带走。中午13点30分左右清场。当地政府随后发表公告，声称逮捕了一个犯罪团伙 。

香港黑暗的一夜 市民遭白衣人無差別攻擊 ~ 22 Jul 2019
https://www.youtube.com/watch?v=DqZrAJ9JQsA

• 香港黑暗的一天 市民遭白衣人無差別攻擊。香港民間人權陣線2019年7月21日再發起反《逃犯條例》修訂遊行，晚間結束後，香港警方仍以催淚瓦斯與橡膠子彈進行清場。
• 同一時間，香港元朗鳳攸北街有逾千名身著白衣的人士聚集，手持「保衛元朗，保衛家園」的標語，揚言與反送終民眾對抗。消息指出，身穿白衣的民眾多由當地幫派份子組成，於元朗車站周邊聚集，逢人就打，不僅圍毆身穿黑衣的反送中抗議民眾，媒體記者與地鐵旅客也無一倖免。許多民眾被毆打至傷，卻不見港警出面制止。

[zuolun]

危机就是商机：有人欢喜有人忧。

Facing unprecedented economic difficulties, China Textile Industry Orders flow to Vietnam, India... ~ 20 Jul 2022
https://www.youtube.com/watch?v=3h-ki29gaW8

• China's textile and apparel industry is not only highly labor-intensive but also heavily dependent on foreign countries.
• This industry is crucial to ensuring China's foreign exchange reserves and solving employment problems in society.
• The scale of China's textile industry is the largest in the world, with annual fiber production alone accounting for more than 50% of global output; textile and apparel exports amount to US$316 billion, accounting for more than one-third of total global exports.
• Now with a large number of orders moving out of China, the textile and apparel industry in China is experiencing unprecedented challenges in more than 20 years.

Indonesia exploring setting up farm in Batam to export fresh chickens to S'pore ~ 21 Jul 2022
https://www.straitstimes.com/singapore/indonesia-looking-at-setting-up-farm-in-batam-to-export-fresh-chickens-to-spore

More frozen chicken from Indonesia expected in August, first shipment delivered to distributor ~ 21 Jul 2022
https://www.channelnewsasia.com/singapore/chicken-indonesia-frozen-singapore-first-import-shipment-malaysia-ban-2825941

Second Indonesian company to ship frozen chicken to Singapore ~ 21 Jul 2022
https://www.straitstimes.com/asia/se-asia/second-indonesian-company-to-ship-frozen-chicken-to-singapore

Indonesia starts sending frozen chicken to Singapore ~ 13 Jul 2022
https://www.youtube.com/watch?v=-5HaDD-FND0
https://singaporefoodie.com/indonesia-to-begin-shipping-50-tonnes-of-frozen-chicken-export-to-singapore/

• Today, Indonesia exported 50 tonnes of frozen chicken to Singapore (Jul 13). This is the first consignment of goods to Singapore by Indonesian businesses under a new agreement. A Singapore importer has contracted with Charoen Pokphand Indonesia (CPI). They’re a division of the Thai food behemoth Charoen Pokphand, to receive 1,000 tonnes of chicken meat over the course of the year. Our chicken shortage could well be resolved with Indonesia’s Chicken Export.
• Syahrul Yasin Limpo, the minister of agriculture for Indonesia, who was in attendance at the ceremony. He said “Singapore holds its food imports to a high standard. I’m hoping that this shipment will increase foreign consumers’ trust in Indonesian food exports.” Reporters were also informed by the minister that President Joko Widodo gave domestic needs and food security in Indonesia first priority.

The truth behind Malaysia's chicken shortage & farmers' woes (Part 2/2) ~ 4 Jul 2022
https://www.youtube.com/watch?v=PfNHGM-v2Ig

• Malaysian authorities made the unprecedented move to halt exports of fresh chicken in June, putting a dent in the supply of Singapore’s most-favoured meat. In the second of this 2-part special on the export ban, Rai Kannu travels to Malaysia to investigate the heart of the problem – why are farmers not producing enough chickens and what’s being done to stabilise supply so that exports can resume.

M’sia chicken ban: Can Singapore make do with frozen chicken? (Part 1/2) ~ 27 Jun 2022
https://www.youtube.com/watch?v=tZV5UrfaGR0

• On June 1, 2022, a sudden move by Malaysia to ban chicken exports sent Singaporeans into a frenzy. Some of Singapore's most beloved dishes feature chicken as the star ingredient, and Malaysia makes up about a third of the nation's chicken supply. It left many reliant on frozen poultry from countries like Brazil. Talking Point host Steven Chia unpacks the angst over the disruption to fresh chicken supply, and explores whether the consternation is justified.

'Chicken-rice crisis' as Singapore's national dish hit by Malaysian export ban ~ 2 Jun 2022
https://edition.cnn.com/2022/06/02/asia/singapore-chicken-shortage-malaysia-export-ban-intl-hnk/index.html

• Malaysia is set to curb the export of up to 3.6 million chickens a month from Jun 1, as among other measures to address the domestic supply shortage.

[zuolun]

“国进民退” 铁拳出击 中国私企风雨沉浮 ~ 3 Aug 2021
https://www.voachinese.com/a/Chinese-communist-party-control-over-private-sector-20210803/5988870.html

• 自2020年以来，中国对一部分民营企业的管控令一些公司面临着巨大困难，而这些监管也再次引发了人们对于 “国进民退” 趋势的讨论。
• 有分析人士认为，这一系列的行动是关于确保私营企业不会过于强大，并能够真正符合中国国家主席习近平的政治议程。

专家：国进民退不改 贸易摩擦不断 ~ 11 Jan 2019
https://www.youtube.com/watch?v=JL8PGT1AsKU

• 尽管美中双方都对刚结束的贸易谈判释出乐观讯号，但据报道，双方在中国经济结构改革等问题上仍有分歧。
• 有美国的中国经济问题专家指出，习近平的国进民退政策不改，美中间的贸易摩擦不断。

汇丰子公司设立党支部 中共侵入外资银行业 ~ 23 Jul 2022
https://www.youtube.com/watch?v=AJRYln0LzJw

• 英国汇丰银行，最近在中国子公司内，设立了中共党支部，成为外资银行中的首例。分析指出，这是中共渗透、控制外资企业的重要手段。

首家在华外资银行子公司 汇丰前海证券设中共党支部 ~ 22 Jul 2022
https://www.kzaobao.com/shiju/20220722/121498.html

• 中国公司法要求企业设立共产党基层委员会，但没有强制要求外资金融机构执行。外电此前报道称，汇丰前海证券设立中共党委，认为此举可能会迫使其他外资银行仿效。
• 不过，根据中国相关要求，企业设立共产党代表组织，一般情况下内部党员逾100人才能称为“党委会”，而党员人数逾三人而未及50人的企业，成立的组织为“党支部”。

匯豐銀行設黨委書記，想重蹈覆轍1952年的悲劇嗎？留下來的人應吸取歷史教訓 ~ 22 Jul 2022
https://www.youtube.com/watch?v=nDCP0inEfH4

[zuolun]

洲最大书展变了味儿 政治书籍绝迹香港书展 ~ 21 Jul 2022
https://www.youtube.com/watch?v=1nzLZC-1n98

• 堪称亚洲最大书展的《香港书展》登场，今年迈入港版国安法实施后的第二届，所有政治异议和社运书籍几乎绝迹。
  
• 虽然承办单位香港贸易发展局事前已经声明，不会预先审查书籍，也没有权利决定书籍是否违法，但有至少3家独立出版商被拒于门外。
• 一年一度的香港书展，被视为是出版界每年最重要的展销活动。对一些出版商而言，来自香港书展的收入，就占了总收入一半或以上。因此失去了参展资格，足以构成致命打击。

利世民：封閉香港 等於封閉中國的出氣鼻孔！意味著中國永久的封閉！ ~ 9 Jul 2021
https://www.youtube.com/watch?v=V3beIEYXGU8

倒不停
https://www.youtube.com/watch?v=E_tvAn-1L70
• “这歌词写的太有水平了”

香港列全球最佳城市倒数第二 申请赴港工作降七成 ~ 24 Jul 2022
https://www.epochtimes.com/gb/22/7/23/n13787853.htm

• 香港《国安法》的实施以及长达两年严格的疫情防控措施让在香港工作的外籍人士不得不重新考虑今后的去向。2022年，在外国人最宜居城市中，香港排在倒数第三位，全球最佳城市中，香港则排在倒数第二位。在2022年外国人最宜居城市的排名中，香港排在倒数第三位，而在全球最佳城市中，香港则排在倒数第二位。
• 德國慕尼黑的（InterNations）發布 [旅外人士圈內人(Expat Insider)」2022年度調查報告:
• The Top 3 最宜外國人居住目的地: 1) Mexico, 2) Indonesia, 3) Taiwan.
• The Bottom 3 最不宜居住目的地: 50) Hong Kong, 51) New Zealand, 52) Kuwait.

Burberry shutters Hong Kong flagship on Canton Road, citing very challenging trading environment ~ 9 Jul 2022
https://finance.yahoo.com/news/burberry-shutters-hong-kong-flagship-161239119.html

• Burberry has closed its flagship store in Hong Kong’s Canton Road, one of the world’s most expensive shopping streets, the brand confirmed on 8 Jul 2022. This is the second major store that the British brand shuttered since the COVID-19 pandemic. The brand first closed its flagship in Causeway Bay last year. Burberry reportedly paid HK$8.8 million, or US$1.12 million, a month for the location, overlooking Lane Crawford on Russell Street.

全球工作過勞最嚴重城市 香港高居第二 ~ 8 Jun 2022
https://www.singtao.ca/5825557/2022-06-08/news-%E5%85%A8%E7%90%83%E5%B7%A5%E4%BD%9C%E9%81%8E%E5%8B%9E%E6%9C%80%E5%9A%B4%E9%87%8D%E5%9F%8E%E5%B8%82+%E9%A6%99%E6%B8%AF%E9%AB%98%E5%B1%85%E7%AC%AC%E4%BA%8C

• 美國調查公司KISI早前發表《2022年工作生活平衡城市排行榜》，其中香港排在第93位，即倒數第8。
• 另外調查也單就全球工作過勞最嚴重的城市排名，香港高居第二。

[zuolun]

China’s dangerous game around Covid-19 vaccines ~ 4 Mar 2021
https://www.hrw.org/news/2021/03/04/chinas-dangerous-game-around-covid-19-vaccines

• Beijing is playing a dangerous game. To scare people off from taking vaccines – by not disclosing data on the safety of its new vaccines and discrediting others’ vaccines – is only going to prolong the pandemic. This is something that no one, least of all Chinese authorities, should want.

方舟子揭假：抗疫 “人民英雄” 的老底 ~ 15 Sep 2020
https://www.youtube.com/watch?v=Y6tw5DAr5ac

• 中国军事医学科学院陈薇院士和中医科学院张伯礼院士获得 “人民英雄” 荣誉称号，这两人并不是真正的科研人员，一贯骗人、害人。

军人的使命 人民的坚盾：记 “人民英雄” 国家荣誉称号获得者陈薇 ~ 11 Sep 2020
http://www.xinhuanet.com/2020-09/11/c_1126483735.htm

习近平清零为家族招生意？中共领导人都打了国产疫苗？一讽美国二骗屁民！~ 27 Jul 2022
https://www.youtube.com/watch?v=HHvHrvCYhA4

• 惊：一年近四千万人，哪儿去了！

北京说党和国家领导人都打了国产疫苗，为何质疑遍地？~ 27 Jul 2022
https://www.youtube.com/watch?v=ZWom8CqRgyw

[zuolun]

近平的清零梦（原曲：外婆的澎湖湾DJ版）
https://www.youtube.com/watch?v=rICN5-2jraw
• “醒來第一件事就是回來再聽一遍，然後一天都在腦袋裡單曲循環，太魔性了，歌詞寫的好。”

中国精英正在大量外流 ~ 18 Mar 2022
https://zhuanlan.zhihu.com/p/483103118

• 中国正在成为世界上最大移民输出国，第三拨移民高潮已成愈发汹涌之势。
• 到底是什么原因让这些精英们放弃了中国的优越地位而远走他乡呢？
• 答案：1）下一代的优质教育成为重要移民原因。 2）富豪移民：确保财产安全。

China: Massive wave of 10,000 millionaires want to emigrate but can’t take their money ~ 31 Jul 2022
https://www.youtube.com/watch?v=_F0snjLElw4

• According to Bloomberg’s report, 10,000 high-net-worth individuals in China are preparing to emigrate in 2022.
• The number ranks in second place, only below Russia’s 15,000.

Chinese rich lose hope in China, “They want to escape, but their money cannot escape”: Experts ~ 31 Jul 2022
https://www.youtube.com/watch?v=IF6aNtsrz2k

• “They want to flee, but their money cannot escape. So now they are facing a dilemma.” This statement is from professor Zhang Tianliang, a We-Media commentator on current affairs. Zhang said it in the "Dawn Time'' program hosted by Chinese language media XiwangZhisheng. Recently, rich Chinese reportedly want to emigrate to other countries in various ways.

中共落閘防資金外流，國民如何走資？ ~ 29 Jul 2022
https://www.youtube.com/watch?v=r2gTbmq7hGw

中共自曝人口萎縮 有省份「斷崖式下降」(podcast) ~ 26 Jul 2022
https://www.epochtimes.com/b5/22/7/25/n13788597.htm

• 隨著中國29省的新生兒最新統計出爐，中共官方自曝，中國人口增長已顯著放緩，預計將在2025年前開始萎縮。國內媒體稱此為「斷崖式下降」，中國正面臨最嚴重的人口危機。
• 2022年7月21日，中共國家衛健委人口監測與家庭發展司司長楊文莊在中國人口學會2022年會上表示，中國總人口增速明顯放緩，在所謂的「十四五」（2021至2025年）期間，預計進入負增長。 截止2022年7月24日，大陸已經有29個省份公布了2021年的出生人口數據。多個省份2021年出生人口創下了數十年來的新低。

'Chilling' use of security law threatening Hong Kong's finance hub status, says U.S. envoy  ~ 11 Jul 2022
https://www.usnews.com/news/world/articles/2022-07-11/chilling-use-of-security-law-threatening-hong-kongs-finance-hub-status-says-u-s-envoy

• "You can’t have à la carte rule of law which applies in some instances but not others."
• "Attempting to maintain Hong Kong’s unique economic and financial systems while degrading its political institutions is not a viable strategy."

China's holdings of US Treasury Securities fall to lowest in 12 years ~ 11 Jun 2022
https://www.aa.com.tr/en/economy/chinas-holdings-of-us-treasury-securities-fall-to-lowest-in-12-years/2615558

• China's holdings of US Treasury securities in April declined to the lowest level in 12 years, according to the US Treasury Department figures released on Wednesday (8 Jun).  Beijing's holdings of US Treasuries plummeted 3.5% to US$1.003 trillion in April on a monthly basis, the lowest level since May 2010. Annually, it is an 8.5% decline from US$1.096 trillion from the same month of last year.

民调指约4个香港人一个计划移民 有港人称防疫政策失误决意移民英国 ~ 29 Mar 2022
https://www.voachinese.com/a/hong-kong-survey-shows-24-have-emigration-plans-under-pandemic-20220328/6505017.html

• 香港居民带钱离境的数字亦不断上升，据积金局公布，去年以永久离开香港为理由，申请提取强积金 (公积金) 的申索数目有33,800宗，按年增加接近12%，可用作申请移民、在香港俗称 “良民证” 的《无犯罪纪录证明书》，申请宗数持续高企，去年录得3万8千宗申请，较前年的2万9千宗，升幅超过30%。

[zuolun]

人口結構劇變：消失中的醫護和師生：專業人士移民潮如何衝擊香港？ ~ 1 Oct 2021
https://www.twreporter.org/a/hongkonger-diaspora-healthcare-professionals-and-teachers

• 伴隨著香港政治制度的巨變、公民社會的解離，香港移民潮未見平息，醫院和校園是最受衝擊的場所。
• 在醫院，護士流失劇增；在中小學甚至幼稚園，生源和教師一同流失，人們加速往英、加、澳等地移民。
• 「我不是驚所以走，我是看到完全沒有出路，很失望地走，很失望。」

倪匡在1983年出版的科幻預言小說《追龍》:「你要摧毀一個城市，你不必摧毀它的建築，只要令這個城市的優點消失。」

吳明德: 你話「咁嘅情況」香港點樣繼續做國際金融中心⋯？ ~ 2 Aug 2022
https://www.youtube.com/watch?v=zw0gw9ydkqo

香港公務員辭職人數倍增，人力資源：移民潮致私企「搶人」 ~ 27 Jul 2022
https://www.thenewslens.com/article/170620

• 公務員事務局指出，上年度共1萬487名公務員離職，當中3734人請辭，2021年3月港府稱公務員共17萬8000人，以此估算辭職率2.1%，創主權轉移後新高。

「人才流失」香港金融和科技專才持續流失　將多年用心栽培人才拱手讓予新加坡？(podcast) ~ 26 Jul 2022
https://www.rfa.org/cantonese/features/hottopic/feature-elit-06202022082711.html

• 在金融和科技專才方面，香港「人才荒」愈趨嚴重。就連香港金融監管機構最近亦反映人才流失嚴重，金管局2021年人才流失率達7%，按年升3至4%。
• 金管局回覆本台指，數字是近年高位，當中較多是具科技背景的員工；而證監會的流失率亦達12%，按年升近7%；保監局流失率最為嚴重，達16%，按年升7%。

[zuolun]

《撕夜》
https://www.youtube.com/watch?v=V7FGn5cXMF0

Are such foods safe in China? Faces of white-collar workers give ways to survival / expiring foods...and ~ 1 Aug 2022
https://www.youtube.com/watch?v=TJl0W-oWGmM

• Once upon a time, these white-collar workers lived their lives like this: drinking coffee at work, traveling when they could, writing poetic descriptions of their moods on social media in their spare time, more or less showing off their sense of superiority.
• But now, they have become more realistic and are paying close attention to prices, seizing every opportunity to buy expiring food and drinks at deep discounts. Some of them have even started to buy food trimmings.

“国货之光” 翻车, 有蚂蚁的白象方便面谁还敢吃？ ~ 3 Aug 2022
https://www.iask.ca/news/320346

• 2022年8月2日，据潇湘晨报报道，有消费者投诉称，自己购买的白象方便面面饼上满是蚂蚁。
• 对此客服表示，经过专业分析，无法辨认蚂蚁是否来源于产品本身，并称白象工厂车间不存在蚂蚁。最终，该名消费者获100元赔偿金。
• 据悉，上述消费者2022年7月26日在京东超市下单购买白象的招牌产品汤好喝猪骨汤面，并于2022年7月27日收货。
• 2022年7月29日开封后，便在面饼的边缘处发现较为密集的蚂蚁。

是泡脚或泡面？康师傅被爆 “土坑酸菜” 事件 ~ 16 Mar 2022
https://www.goody25.com/mind71108707

• 「全面下架老坛酸菜牛肉面」工人光脚深埋地上腌酸菜堆卫生堪忧！

老罈酸菜「酸味」從腳上來?!陸央視揭「老罈酸菜」泡麵竟是噁爛「土坑酸菜」 康師傅下架、統一道歉 ~ 16 Mar 2022
https://www.youtube.com/watch?v=g-amLyPxG90