geary CapitalA Weekly Pivots Summary:
S1: 0.80.
PIVOT: 0.85.
R1: 0.89.
R2: 0.94.
Dis: Trade at your own Risk!
06/07/2024 11:56 PM

Today some nice Uncles match Mabel's queue at 83 and 82.5 sen...

Must be Handsome Uncle Sslee...

Thank you so much...

geary YTLPOWR's Monthly MAs/Oscillators/Pivots Summary:
S1: 4.74.
PIVOT: 5.11.
R1: 5.47.
R2: 5.86.
Mr. Market is Unpredictable!
Dis: Trade at your own Risk!
05/07/2024 9:55 PM

Thanks geary...

Mabel add more today. Some nice Uncles and Aunties decided to sell from 5.15 to 5.1...

Burp..excuse me..

Top Thai Budget Carrier Expects 2024 Core Profit to Hit Record

Thai AirAsia plans more flights to key markets of India, China
Airline expects strong demand will support bookings, airfares

https://www.bloomberg.com/news/articles/2024-07-08/top-thai-budget-carrier-expects-2024-core-profit-to-hit-record?utm_source=google&utm_medium=bd&cmpId=google

For the 15th year in a row, AirAsia is the top low-cost carrier in the world. The Malaysia-based carrier and its subsidiaries across Southeast Asia operate an all-Airbus fleet.

https://www.businessinsider.com/best-low-cost-airlines-in-the-world-according-to-skytrax-2024-7#1-air-asia-20

CIMB still steady..RM 6.98...Tiger already hit RM 10.06

to RM 7.40 and RM 10.80 with Loves!!!

Meow Meow Meow

fruitcake better change name 1st. maybe kuasa energy😂🤣
03/07/2024 4:32 PM

Yes lah fruitcake...

Energy Revolution could be another alternative. It conveys a sense of transformation, progress, and positive change. Imagine a world where fusil and renewable energy sources lead the way, and innovation drives us toward a sustainable future.

As we embark on your journey with this powerful name, may it inspire us to create meaningful impact and drive positive change in the energy sector. Remember, revolutions start with a single spark!

Meow Meow Meow

This is from Wall Street..

Summing up on Ownership Breakdown of this ailing National Asset

Institutions 0.514% 94,498,752 shares
Individual Insiders 5.73% 1,053,688,573 shares
Private Companies 11.4% 2,095,294,635 shares
Mabel and her F1 Team 40.4% 7,422,457,057 shares
Sovereign Wealth Funds 42% 7,710,003,250 shares

intansri As counted from latest annual report, Sovereign Wealth Funds 41.96% plus Shamsuddin group 12.07%. Total 54.03% under two substantial shareholders, where the Mabel?
03/07/2024 12:52 PM

Thank you for the correction intansri!

Cheers!

SinGor guess what he Bailed-Out SAP in 2019-------
02/07/2024 8:26 PM

SinGor in 2019, Permodalan Nasional Berhad (PNB) played a significant role in bailing out Sapura Energy Bhd. PNB invested RM2.68 billion in Sapura Energy. As a result, PNB became the company’s single largest shareholder, holding a 40% stake in the firm. Despite the financial challenges faced by Sapura Energy, PNB expressed confidence in the company’s turnaround under new management...

Right?

It's cumming...RM 4 is within reach....

Gamuda will touch RM 7 this week..

Good information SinGor!

Yes Pang..

Now 6.91 oledi...Tiger also touches 10 today..

Meow Meow Meow

It's looking good...

KLCCP Stapled Group is the largest REIT in Malaysia with a market capitalisation of RM13.6 billion as of May 2024. It owns several prime office and retail assets in Kuala Lumpur including the iconic PETRONAS Twin Towers and Suria KLCC shopping mall that are tourists’ favourites.

Here are seven things I learned from the 2024 KLCCP Stapled Group AGM.

1. Revenue increased 11.0% year-on-year to RM1.6 billion in 2023 as all business segments emerged stronger 2023. Likewise, net profit excluding other non-controlling interests increased 19.0% year-on-year to RM931.1 million in 2023. Dividend per stapled security increased 6.6% from 38.0 sen in 2022 to 40.5 sen in 2023.

2. As usual, the office segment is the primary contributor to the group’s profit before tax, followed by the retail segment. In 2023, profit before tax contributions from the management services and hotel segments remained minimal. This contribution is expected to change as the group has acquired the remaining 40% stake in Suria KLCC that it did not previously own, for RM2.0 billion. This will result in the group’s gearing increasing from 2022 to 32% in 2023.

3. The office segment remains stable and resilient. The group owns premium grade-A buildings that are strategically located in the city centre. All the group’s office buildings remained fully occupied in 2023. Four out of five of its office buildings (including its 33% stake in Menara Maxis) are on triple-net long-term master leases with locked-in rental rates with expiry between 2025 and 2042. In 2023, the group secured positive rental reversions for Menara 3 Petronas and Menara ExxonMobil for three years.

4. In 2023, the management introduced 35 new tenants to Suria KLCC. According to the CEO, the mall experienced increased footfall and spending, with its occupancy standing at 98% compared to the industry average of 85% in the surrounding area.

5. According to the CEO, the opening of the competing Exchange TRX has had minimal short-term impact on the occupancy and rental reversion rates of Suria KLCC. Shopper footfall and tenant sales have since stabilized. In 2023, shopper footfall and tenant sales surged by 29.6% and 12.3% year-on-year, respectively. Suria KLCC leverages its strong brand position and strategic location, continuing to be resilient in the face of new competition.

6. The management services segment registered revenue growth from new facilities management contracts as well as the operation of new car park locations. In 2023, the segment oversaw the operation of 1,680 car park bays in the Klang Valley as well as space rental for events and activities. In 2023, the group spent RM8.4 million refurbishing its hotel and upgrading the mall’s parking management system.

7. After suffering three consecutive years of losses, the Mandarin Oriental, Kuala Lumpur Hotel rebounded strongly in 2023. The hotel registered a profit before tax of RM3 million in 2023 compared to a loss before tax of RM23.5 million in 2022. The recovery of global tourism, the weak ringgit, and the pick-up of Meetings, Incentives, Conferences, and Exhibitions (MICE) activities bode well for the hotel. Its revenue per available room surged by 50.0% year-on-year, reaching a historical high in 2023. The hotel’s occupancy improved from 44% in 2022 to 55% in 2023, compared to the industry average of 53.6% in the first half of 2023.

*Mabel’s perspective*

The outlook for KLCCP Stapled Group’s office and hotel segments remains bright. Consumers’ purchasing power will be dampened by the increase in the Sales & Service Tax (SST) from 6% to 8% in March 2024, as well as the upcoming introduction of a high-value tax. Additionally, local shoppers may be attracted to new malls in the vicinity with similar offerings. Despite these challenges, tourists are expected to continue visiting Suria KLCC for the iconic Petronas Twin Towers.

...nice closing at 4.5 sen...

It's good and powerful..that's why Mabel reenforce it..

Meow

StartOfTheBull Ya. That's why I asked him whether he has a different set of financial reports other than the one available on Bursa website. 🤣
02/07/2024 12:25 PM

Yes lah, sometime I also wonder...When all the Super Duper Expert Analyst like Maybank, TA Research are pointing North, our Handsome Sslee always pointing south...hihihi...

Meow

Brilliant bullrun 168!

Summing up on Ownership Breakdown of this ailing National Asset

Institutions 0.514% 94,498,752 shares
Individual Insiders 5.73% 1,053,688,573 shares
Private Companies 11.4% 2,095,294,635 shares
Mabel and her F1 Team 40.4% 7,422,457,057 shares
Sovereign Wealth Funds 42% 7,710,003,250 shares

Haha today touches RM 10 oledi....

Great discussion Guys. Thank you for sharing..

Here is Mabel takeaway from the above points..

PNB holding 40% interest in a PN17 company, a lot pressure to manage it, if let go surely create a lot social problem, if not let go bleeding everyday. If PNB don't want to salvage SAP, it will let's go this PN17 company long time already

If they do not want to save this Sapura they will not ask for another 12 months extension. Obviously Sapnrg is a National Treasure. Since Mabel as the fighting spirit she continue to buy at @0.04 and below and wait for that egg to become a Golden Egg. We can talk till the cow come home but at the end of the day we can see that they will not let Sapura die so easily.

We can say it is a bit of gamble for this counter but at this price.....why not?. Sapura got 12 months extension and they are creating some good news for this counter. That news said, Sapura Energy is on a good road to Recovery. We all know that these type of news is created by somebody just to show that they doing something to save Sapura Energy. Internally, it might be bad but 12 months extension...Mabel thinks the price will not stay at 0.04 till that 12 months period. If it goes to 0.13 or 0.15 it is good enough for her. Of course there is always an element of gamble in whatever stocks we buy. Any price more than 0.15 within these 12 months is a Bonus....Meanwhile as long as Mabel acquisition price is well below PNB acquisition price, Mabel can sleep like a baby…

If we wait for that second or third quarter results, if it is a positive result, we won't be getting this Lady Sapnrg at 4 sen value. Sometime Mabel need to get out from her comfort zone just to reach for her lucky stars. Just a 150,000 shares to save this National Asset at below 4 sen holding cost, why not? ...Move up 1 sen can gain at least RM 1500. There are so many counters in Bursa that looks attractive but there are also some that are already rotten inside but we cannot see. A good example is Serba Dinamik and some others. Giving false account for a few years and at the end of the day only those investors that does not execute timely price action suffered.

Lastly, PNB is under government and largest fund management, they should have access the insiders news, it is 7 wonder why they still holding a PN17 company few years, previous CEO said investment amount on SAP is peanut, but he didn't withdraw and leave it bleeding from 20cent to 10 cent to 0.35 Sen still hold tight tight . ...

Based on it’s recent contracts and selling off National Assets, Sapura Energy has now joined Yinson to secured contracts valued at US$1.8 billion (9.13 billion reais) from Brazil’s state-owned company Petrobras. These contracts are for the provision of subsea services and six pipe-laying support vessels (PLSVs).

Cash Flow Impact: Assuming the award of this project results in a 30% down payment, the estimated inflow would be:
2.5 billion USD (from the contract)
2.5 billion USD (from the OMV stake sale)
1.4 billion USD (existing cash)
This totals to 6.4 billion USD.

With these engagements. Sapura Energy’s successful contracts in Brazil indeed have the potential to significantly boost its cash flow and contribute positively to its future prospects.

*REWARDS*
Trading at 19.6% below our estimate of its fair value
Earnings are forecast to grow 47.24% per year
Trading at good value compared to peers and industry

*RISK ANALYSIS*
Highly volatile share price over the past 3 months
Negative shareholders equity
Shareholders have been diluted in the past year

To Our Success..

https://www.thestar.com.my/business/business-news/2024/05/07/sapura-energy-gets-us18bil-worth-of-plsv-related-contracts

Based on it’s recent contracts and selling off National Assets, Sapura Energy has now joined Yinson to secured contracts valued at US$1.8 billion (9.13 billion reais) from Brazil’s state-owned company Petrobras. These contracts are for the provision of subsea services and six pipe-laying support vessels (PLSVs).

Scope of Work: The contracts involve subsea engineering, installation, and related services in Brazilian waters. The PLSVs will perform operations such as installing flexible pipes, electric-hydraulic umbilicals, and power cables at a maximum water depth of 3000 meters.

The contracts were awarded to joint venture entities: Seabras Sapura Holding GmbH and Seabras Sapura Participacoes SA. These entities are in collaboration with Paratus Energy Services.

Cash Flow Impact: Assuming the award of this project results in a 30% down payment, the estimated inflow would be:
2.5 billion USD (from the contract)
2.5 billion USD (from the OMV stake sale)
1.4 billion USD (existing cash)
This totals to 6.4 billion USD.

With these engagements. Sapura Energy’s successful contracts in Brazil indeed have the potential to significantly boost its cash flow and contribute positively to its future prospects.

*REWARDS*
Trading at 19.6% below our estimate of its fair value
Earnings are forecast to grow 47.24% per year
Trading at good value compared to peers and industry

*RISK ANALYSIS*
Highly volatile share price over the past 3 months
Negative shareholders equity
Shareholders have been diluted in the past year

https://www.freemalaysiatoday.com/category/business/2024/06/27/sapura-energys-q1-net-profit-drops-44-to-rm82mil/

It was a good decision that Mabel accumulated more Sapnrg at 3.5 sen this week..

Sapura Energy Bhd’s net profit for the first quarter ended April 30, 2024 (Q1 FY2025) fell 43.8% to RM82.13 million from RM146.09 million in the same period a year ago.

Revenue increased 23.9% to RM1.18 billion from RM951.73 million previously.

In a filing with Bursa Malaysia today, the integrated oil and gas services company said the lower profit registered for the quarter under review was mainly due to higher operating expenses and finance costs.

The company said it is also on track with the implementation of its reset plan, which includes efforts to address its unsustainable debt and dues owed to trade creditors.
“We remain committed to regularising our financial position, with the ultimate goal of declassifying as a Practice Note 17 (PN17) company,” it added.

To Our Success

Captain Mabel Meow

Good entry Pang...

Yes kong73!

Looking back at the first half of 2024, bank stocks dominated the majority of the top 10 high-yield dividend stocks list.

Among companies with a market capitalization exceeding RM5 billion, $BIMB(5258.MY)$ was the best-performing stock, with a dividend yield of over 8% and a year-to-date increase of over 14%. The three local banking giants, $RHBBANK(1066.MY)$, $MAYBANK(1155.MY)$, and $PBBANK(1295.MY)$, were also among the top performers, with dividend yields of 7.26%, 6.06%, and 4.73%, respectively.

To Our Success !

Meow

Agree with raymondroy..

Rome was not build within a day..

But Tony gives us hope to fly to New York just like a true Magician..

Meow

Qatar leverage on their National Treasure award-winning Hamad International Airport establish itself as a global aviation hub to challenge regional rivals Dubai and Singapore.

In this very close run contest, UK-based Skytrax said the votes, gathered from surveys of more than 21 million customers from 100 countries about 350 airlines, were the closest run since the awards began in 1999, requiring a recount. Qatar’s marginal victory meant second place for last year’s winner, Mabel’s Singapore Airlines (5X), but only just a fraction of a points. The Five-time winner Singapore picked up the prize for World’s Best Cabin Staff. Singapore Airlines also won for Best First Class service and Best Airline in Asia.

At the budget end of flying, AirAsia was once again crowned the World’s Best Low-Cost Airline – repeating an achievement (15X) it has made every year since 2010 while Singapore Airlines’s Scoot was named the World’s Best Long Haul-Low Cost Airline.

We congratulate Qatar Airways, Mabel Singapore Airlines and AirAsia on this success which should be a source of great pride and satisfaction for the airline management and staff.

https://edition.cnn.com/2024/06/24/travel/worlds-best-airline-2024-skytrax/index.html

KUALA LUMPUR: AirAsia has once again been named the world's best low-cost airline at the Skytrax World Airline Awards 2024, often called the Oscars of the aviation industry, marking its 15th consecutive win.

This achievement highlights AirAsia's ongoing commitment to innovation and value in the low-cost carrier market.

https://www.nst.com.my/business/corporate/2024/06/1068067/airasia-worlds-best-low-cost-airline-again

PCHEM is listed in Bursa Hall of Fames...

Those with * are the counters Mabel is holding...

Pos Code Stock M-Cap L4Q P/E
1 1155 *MAYBANK* 118135461959.68 12.29
2 1295 PBBANK 81719012204.35 12.28
3 1023 *CIMB* 70593871096.70 9.86
4 5347 TENAGA 68984995902.32 26.50
5 5225 IHH 55219842743.01 16.28
6 5183 *PCHEM* 54960000000.00 31.41
7 6947 CDB 49037703389.84 31.30
8 8869 PMETAL 44081955112.30 29.05
9 5819 HLBANK 41750254149.84 10.67
10 6742 *YTLPOWR* 36125825721.96 10.69
11 6033 PETGAS 35656749108.30 18.76
12 3816 MISC 35219327582.67 17.98
13 4677 YTL 33427033750.20 9.03
14 5285 *SIMEPLT* 30636615682.43 15.07
15 4707 NESTLE 29828400000.00 45.20
16 6012 MAXIS 28038836053.80 28.26
17 1961 *IOICORP* 25455055929.75 28.70
18 2445 *KLK* 25276697918.00 32.71
19 6888 AXIATA 25250274175.50
20 1066 RHBBANK 23574914555.50 8.39
21 4863 TM 23447908790.80 12.44
22 4065 PPB 22619323130.10 15.92
23 5681 PETDAG 21697035360.00 22.44
24 5211 *SUNWAY* 19644237976.54 22.96
25 1082 HLFG 19324184427.60 4.42
26 4197 *SIME* 19151829191.37 5.00
27 3182 GENTING 17407263484.51 7.68
28 5014 AIRPORT 17019255206.40 31.33
29 7084 QL 15672751975.16 35.20
30 4715 GENM 15438916084.80 42.78
31 5296 MRDIY 14550607366.68 25.95
32 5398 *GAMUDA* 14540621082.75 16.17
33 1015 AMBANK 14052143738.56 7.62

To Our Success!

Meow

SD went downhill due to False accounting . Nothing much we can do when honesty is compromised..

Here we have an honest index company..

kong73 is spot on..

PCHEM is a strong company..

Want to play safe wait until it touches RM 6.3..

Now PCHEM climb up oledi..

Loves this counter..

Trade at your own risk Ya..

Your money your call..

Meow

A three-day visit to Malaysia by Chinas Premier Li Qiang last week to commemorate the 50th anniversary of the establishment of China-Malaysia diplomatic relations underscores a warm bilateral relationship underpinned by deep-rooted trade, investment and tourism ties. We view sectors like Aviation (top picks: AAX, CAPITALA) and Gaming/Leisure (Genting) as boasting well-established China-centric growth drivers, whilst noting a new wave of emerging beneficiaries such as MyEG, EPMB (NR) and Dialog.

Source: Maybank

Mabel reenter today at RM 6.41..

Now waiting at RM 6.40..

Meow

2024 will be a great year for Capital A. Despite CapitalA current shortcoming which is work in progress, Mabel still thinks Tony is a real Magician beside visionary and a turnaround expert, who transformed a failing airline into a successful and profitable business.

Thank God Mabel put one of her bets on Tony Fernandez. Here’s why Mabel thinks he is Magician..

He bought AirAsia from a Malaysian government-owned company for a token sum of RM 1 in 2001 and inherited a debt of RM 40 million.

He introduced a “EVERY WANG CAN FLY” no-frills, low-fare business model that appealed to the mass market and stimulated demand for air travel in the region.

He expanded AirAsia’s network to cover more than 150 destinations across 25 countries and established joint ventures and partnerships with other airlines and governments.

He diversified AirAsia’s revenue streams by launching digital businesses such as food and parcel delivery, ride-hailing, e-commerce, and fintech.

He led AirAsia’s recovery and transformation amid the Covid-19 pandemic, by reducing costs, securing funding, and rebranding the group as Capital A.

Before the Pandemic, all shareholders were celebrating as shareholders of AirAsia have been showered with 90 sen per share special dividend, which is worth more than RM3bil in total payout. The dividend is equivalent to 34% of dividend yield from the last traded price of AirAsia's shares at RM 2 The year before he showered us with 64 sen Dividends and 12 sens even before that. Mabel recall EVERY WANG here were FLYING that time..

Just like SIA, CapitalA AirAsia was also paralysed by the pandemic without any revenue. However, unlike SIA with Big Brother Temasek cumming to the rescue, CapitalA took many initiatives to revive and stay afloat without any help from the Malaysian Government. Now you know why Mabel salute Air Asia.

Lastly, Mabel’s AirAsia enjoys continued success being named the World's Best Low-Cost Airline in 2023 for 14X, with Mabel’s Singapore's Scoot taking the top title as the World’s Best Long Haul Low-Cost Airline.

Stock: [CAPITALA]: CAPITAL A BERHAD

1 week ago | Report Abuse

Even more exciting days cuming ahead with Magician Airlines

The news about Singapore Airlines' record profit reflects a positive trend for the aviation industry. By reporting a profit of S$2.67 billion for 2023-2024, SIA demonstrates that travel demand has rebounded significantly. In fact, this level of profitability suggests that travel has not only returned to pre-COVID levels but has likely exceeded them.

If you are the shareholders of Capital A, you will soon have 5 listed companies build into three segments worth RM 2.90:
• Airlines business worth RM 0.95
• Digital business worth RM 0.94
• Brand AA listed US worth RM 1.01

This is inline with Singapore Airlines

• SIA at SGD 6.75
• SATS at SGD 2.64
• SIA Engineering at SGD 2.31.

Both SATS (Singapore Airport Terminal Services) and SIA Engineering Company are wholly owned subsidiary of the Singapore Airlines Group.
25/06/2024 9:55 AM

bullrun168 Walaoeh, oil price spike up like mad !
Brent closed at=> $86.01 +0.77 +0.90 %
Heng ah, Ong ah, Huat ah !
25/06/2024 8:37 AM

Meow Meow Meow

....at 3.5 sen...

newbie2018 6.00 am(everyday) already in queue.

Posted by Mabel > 54 minutes ago | Report Abuse

When did put your queue?

First cum first serve..
24/06/2024 10:08 PM

This is not the right way. YOU should queue with Limit and Good Until...not per Day...

This way your queue will be automatically updated by the system and you will not loose your queue ...

Call up your Remiser. They should be able to guide you how to do it..

All the best...

Meow

Today Mabel put another queue with Good until ....

When did put your queue?

First cum first serve..

Mabel used Maybank..

Mabel queue long time oledi until Mabel's Blonde Hair turn white...

Today some nice Uncle and Aunties decided to sell.

Just put your queue when your time cum you will get your order..

Meow

Nice...Today Managed to collect more at 3.5 sen...

Meow

Thanks Sslee..

My info was based on this recent AGM Presentation

https://www.capitala.com/misc/AGM_Presentation_2024.pdf

Today Capital A submit Final Exit PN17 Plan to the Regulator
Approval from Bursa & SC and EGM in August. High court approval in Sep.
Formal corporate exercise in 4Q2024.
Complete all exercises in 1Q2025 and move on.
No Need REDROCK OR BLACKROCK
Syabas Tony and Magician Team
YOU ROCK!!!

Haha so nice...86.5 sen oledi....hihihi..

Meow Meow Meow

Nice to see Capital A is on the Top 500 South East Asia Companies

Meow Meow Meow

SD went downhill due to False accounting . Nothing much we can do when honesty is compromised..

Here we have an honest magician..

Yesterday Sapu at 83 sen today climb up to 85.5 oledi..

Loves these honest magician..

Meow Meow Meow

Great!

Yesterday collect more after locking some profits

Today it continues to fly..

Really loves Capital A and the market makers..

They are truly Magician..

Malaysia truly Asia...

Meow Meow Meow

Profit Taking Continues

The FBM KLCI fell for an 8th straight day as profit taking activities continue. Selling continued in the broad market as well, however heavy hitters within the healthcare and transportation & logistics space kept their respective indices from falling into the red.

Meow

Waiting to accumulate more at EMA 30...

Meow

Waiting to accumulate at EMA 50...

Meow

Group Financial Highlights

Delivered RM14.7 bil, 128% YoY growth. FY23 revenue surpassed FY19 revenue by 24%, despite operating at only 80% of FY19 aircraft. Capital A Companies contributed over RM2.4 bil in revenue while aviation revenue contribution reached RM13.6 bil1

All segment saw significant YoY increase, indicating strong recovery and growth momentum. Generated RM 1.4 billion in cash from operating activities, marking a significant recovery from negative cash flows in previous years

We are ramping up domestic capacity, adjusting China’s capacity growth and Expedite growth in India market.

To New York with Loves...

Meow Meow Meow