Mabel

Mabel | Joined since 2019-02-11

Investing Experience Advanced
Risk Profile High

Disclaimers :- All Mabel comments in i3 forum are based on my investment experience across the Globe by applying the Pareto principle. No buy or sell call on any stocks in i3 forum on all my comments. You are advised to consult license banker or Remisier for any investment.

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2024-05-17 11:50 | Report Abuse

Well done Guys we have already hit Maybank's Target Price..

To Our Success !

Meow Meow Meow

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2024-05-17 09:36 | Report Abuse

https://www.youtube.com/watch?v=hCLkVrp_4CE

Yes lah Guys...Beside Data Centre, YTL Power will be a formidable player to dance with her sister in Temasek for Renewable Energy, Princess Sembcorp, another Blue Chip in Temasek. Thank you Francis!

Meow Meow Meow

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2024-05-16 21:24 | Report Abuse

Thanks for sharing bro...

To Our Success!

Meow

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2024-05-16 21:23 | Report Abuse

https://www.malaymail.com/news/money/2024/05/16/bursa-malaysia-at-highest-level-since-march-2022-rate-cut-hopes-boost-global-sentiment/134733

Among the heavyweights, Tenaga Nasional rose 26 sen to RM12.66, while Public Bank, Maybank and YTL Power bagged four sen each to RM4.19, RM9.92 and RM5.18 respectively.

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2024-05-16 21:00 | Report Abuse

Among the heavyweights, Tenaga Nasional rose 26 sen to RM12.66, while Public Bank, Maybank and YTL Power bagged four sen each to RM4.19, RM9.92 and RM5.18 respectively.

https://www.malaymail.com/news/money/2024/05/16/bursa-malaysia-at-highest-level-since-march-2022-rate-cut-hopes-boost-global-sentiment/134733

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2024-05-16 09:22 | Report Abuse

Noted and thanks Guy..

Managed to unload 50% yesterday ...

Will keep the rest of 50% since P&L is still good and possible inclusion in KLCI .

It's still a good company to hold..

Meow

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2024-05-16 09:18 | Report Abuse

Capital A's sale of its aviation business to AirAsia X likely won't be enough for the company to shed its financially distressed status, Maybank IB analyst Yin Shao Yang says in a note. If AirAsia parent Capital A manages to list its brand-management unit in the U.S. via a SPAC deal, however, then that could to tip the scale and get the company's assets to exceed liabilities. Though the divestment might reduce Capital A's value in the near term, it could be value accretive long term as the company is set to keep an 18% shareholding in the restructured aviation business, he notes. Maybank maintains a buy rating on Capital A with a MYR0.94 target. Shares are 5.4% higher at MYR0.78.

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2024-05-15 22:25 | Report Abuse

Last year, Singapore Airlines (SIA) paid out a dividend of 38 cents per share. This year, they have proposed a higher dividend of 38 cents per share as well, bringing the total payout to 48 cents per share following an interim dividend of 10 cents per share on December 22, 2023. The final dividend for this year will be paid on August 21, 2024, subject to shareholder approval. SIA’s record full-year net profit for FY2024 was $2.7 billion, thanks in part to better operating performance, lower tax expenses, and a share of profits from associates. SIA expects air travel demand to remain healthy in the June quarter, underpinned by a strong pickup in forward bookings to North Asia and South-East Asia.

Additionally, SIA staff will receive 8 months’ bonus following the group’s record earnings. This is higher than the 6.65 months rewarded last year, which did not include ex-gratia bonuses for staff during the pandemic.

Well done Singapore Airlines..

Looking forward to see how our Capital A will perform..

https://www.businesstimes.com.sg/companies-markets/transport-logistics/sia-staff-rewarded-nearly-8-months-bonus-pay-airline-posts-record-s-2-7-billion-profit-fy2024

Meow

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2024-05-15 19:21 | Report Abuse

HaHassan Cap A akan keluar report pada minggu depan ?
15/05/2024 9:09 AM

May 15 (Reuters) - Singapore Airlines (SIA) (SIAL.SI), opens new tab posted its highest ever annual profit on Wednesday, as robust demand for air travel drove record passenger revenue and load factors. Syabas Mabel Airlines..

If SIA can do so can CapitalA!

Meow

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2024-05-15 12:02 | Report Abuse

What happen today to Sunway?

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2024-05-14 23:41 | Report Abuse

Nvidia and Apple rivals gold as shield against inflation, survey shows

The biggest US tech stocks are not only a bet on innovation but also a possible hedge against inflation, according to some respondents in the latest Bloomberg Markets Live Pulse survey.

Gold, the haven of choice for decades, is still seen as the best safeguard against the risk of rising prices, according to 46% of survey participants. But nearly a third said the tech behemoths are their first pick for the role.

The response highlights the dominant role that companies like Nvidia, Apple, MSFT, Google and the rest of Magnificent 7 are playing in the US financial markets as they expand their sway over major swaths of the economy. That has allowed them to generate steady profits, stoking rallies that are making investors confident that they will continue to be a source of solid gains.

Can YTL Power be a shield to Malaysian inflation?

To Our Success !

Meow

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2024-05-13 18:12 | Report Abuse

Today Mabel decided to lock some profit from her Southeast Asia 2nd Biggest Bank to strengthen her position in YTL Power…

…and the story continues…hihihi

Princess OCBC believes in her Prince YTL Power that she decides to invest her kingdom’s treasury in the grand venture of renewable energy. Together, they harness the sun’s golden rays, the wind’s whispered secrets, and the earth’s hidden currents. Their alliance not only powers cities but also illuminates hearts, as they build a sustainable legacy for generations to come. Amidst the hum of wind turbines and the sparkle of solar panels, their love story intertwines with progress, echoing across time—a tale of both power and purpose….

To Our Success !

Princess Meow

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2024-05-13 17:51 | Report Abuse

Meow Meow Meow OTB...

All these are music to Mabel's ears...

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2024-05-11 19:53 | Report Abuse

AI Growth is Still in the Early Innings...According to a new report by Bloomberg Intelligence, "The generative AI market is poised to explode, growing to $1.3 trillion over the next 10 years from a market size of just $40 billion in 2022.

Growth could expand at a CAGR (Compound Annual Growth Rate) of 42%, driven by training infrastructure in the near-term and gradually shifting to inference devices for large language models, digital ads, specialized software and services in the medium to long term."

AI Requires Data Centers

Data centers are integral to the AI buildout because they yield the computational power and storage necessary for training and deploying large language models like OpenAI and Microsoft's "ChatGPT," and Alphabets "Bard" at scale. Running an LLM requires facilities that house numerous servers and specialized hardware optimized for tasks such as deep learning. Unfortunately, these complex systems require a ton of energy due to their intense processing demands and the persistent need for temperature (cooling) regulation.

Data Centers = "Hockey Stick" Growth Trajectory

....and where does all leads to....Hihihi...

To Our Success !

Meow

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2024-05-10 12:44 | Report Abuse

#Sslee The Real Trick To Making Money Is — Buy Low, Sell High.
Doesn't matter whether PN17 Serbadk, Sapnrg, CapA or blue chip Maybank, SIA.
10/05/2024 12:22 PM

Well said Handsome Sslee..

Spot on..

To Our Success !

Captain Mabel Meow

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2024-05-09 22:27 | Report Abuse

Jeffey,

Indicative Profit Rate: 7.50% area
Indicative Price: 102.00
Yield to Call: 7.02% p.a.

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2024-05-09 21:52 | Report Abuse

Hihihi Mr Fox is right...

The FKLI Index briefly traded higher yesterday but pared down the earlier gain to close slightly lower as profit taking activity began. Given the RSI line hovered inside overbought territory, profit-taking could morph into a short-term consolidation although the downside will likely be capped as the overall trend remains upward.

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2024-05-09 21:51 | Report Abuse

Likewise, the FKLI Index briefly traded higher yesterday but pared down the earlier gain to close slightly lower as profit taking activity began. Given the RSI line hovered inside overbought territory, profit-taking could morph into a short-term consolidation although the downside will likely be capped as the overall trend remains upward.

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2024-05-09 21:41 | Report Abuse

The Real Trick To Investing Is — Patience.
You need patience to see the stock go to the bottom.
And you need patience to see the stock go to the top.
And you also need patience to see the stock to skyrocket.
And then you also need patience to see your compound dividends coming in every single month or quarterly.

Charlie Munger once said, “The big money doesn’t come from the trading every single day, but from patience of wait-and-do-nothing.”

So, if you want to make big money with patience…

Warren Meow

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2024-05-09 21:40 | Report Abuse

The Real Trick To Investing Is — Patience.
You need patience to see the stock go to the bottom.
And you need patience to see the stock go to the top.
And you also need patience to see the stock to skyrocket.
And then you also need patience to see your compound dividends coming in every single month or quarterly.

Charlie Munger once said, “The big money doesn’t come from the trading every single day, but from patience of wait-and-do-nothing.”

So, if you want to make big money with patience…

Warren Meow

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2024-05-09 21:40 | Report Abuse

Meow Benard85...

The Real Trick To Investing Is — Patience.
You need patience to see the stock go to the bottom.
And you need patience to see the stock go to the top.
And you also need patience to see the stock to skyrocket.
And then you also need patience to see your compound dividends coming in every single month or quarterly.

Charlie Munger once said, “The big money doesn’t come from the trading every single day, but from patience of wait-and-do-nothing.”

So, if you want to make big money with patience…

Warren Meow

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2024-05-09 21:39 | Report Abuse

Thank you geary dear...

The Real Trick To Investing Is — Patience.
You need patience to see the stock go to the bottom.
And you need patience to see the stock go to the top.
And you also need patience to see the stock to skyrocket.
And then you also need patience to see your compound dividends coming in every single month or quarterly.

Charlie Munger once said, “The big money doesn’t come from the trading every single day, but from patience of wait-and-do-nothing.”

So, if you want to make big money with patience…

Warren Meow

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2024-05-09 18:26 | Report Abuse

Posted by Thirai Thiraviam > 1 day ago | Report Abuse

quote TTB saying, that “I expect the KLCI to rise to 2,500 to 3,000 over the next 3 – 5 years.” What is the basis for this increase?
------------------------------
The highest point of Jakarta Composite index (JKSE) was at 743 in 1993, the present JKSE is at 7,134.72 on 3/5/2024, an increase of 6,392 points or 860% in the last 30 years.

The highest point of FBMKLCI was at 1,332 in 1994, the present FBMKLCI closed at 1,605 on 8/5/2024, an increase of 273 points or 20.5% in the last 30 years.

KLSE stock market is still far ... far ... worse than other stock markets in the last 30 years.

Even if the FBMKLCI Index moves up north to 2,000 points, it is still nothing to compare against other best performing stock markets.
KLSE is still a laggard stock market in SEA.

FBMKLCI has crossed 1,600, I believe KLSE is in a bull market.
The next resistance to cross is 1,700.
Can move up to 1,700 in 2024 ?
I believe it is possible. All depend on the share price of YTLPower, YTL and Tenaga.

My 2 cents comment.
Thank you.
09/05/2024 12:36 PM

Just to add to what OTB shared...

The FKLI Future Index traded higher yesterday in line with our earlier expectation after successfully taking out the major psychological level of 1,600pts yesterday. The gain was backed by an equally bullish reading in the RSI, thus indicating there’s room for further upside, at least in the near term. Mabel expect the uptrend to continue.

Malaysia’s FBM KLCI climbed to a two-year high on Tuesday as gains of consumer and banking stocks extended the benchmark index’ rally to its fourth straight day.

The KLCI rose as much as 12.93 points or 0.8% to 1,610.32, its highest since May 5, 2022. The index closed at 1,605.68, still up 8.29 points or 0.52%, with 24 out of 30 constituents posting gains. The gains also propelled Malaysian stocks’ market capitalisation to RM2 trillion in for the first time ever.

The gains appear sustainable and on track to hit 1,755 by the end of this year, CGS International said. The aggregated 12-month target for the KLCI stands at 1,683 points, Bloomberg data showed.

We continue to advocate paying more attention to domestic-driven sectors, as we feel the domestic economy is picking up with improved growth in both private consumption and gross fixed capital formation, For strategy, Mabel likes banks, construction, utilities, real estate investment trusts, conglomerates and telecoms

To Our Success!

Meow

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2024-05-09 16:10 | Report Abuse

Well done Sifu rr88..

Locking profits is never a bad things...

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2024-05-09 15:23 | Report Abuse

Consolidating. Buy.
Chart target: 1.12 - 1.52

Neckline:
25/10/2023 = 0.895
28/11/2023 = 0.91
07/05/2024 = 0.90
Bottom:
18/01/2024 = 0.665
19/04/2024 = 0.65
Target = neckline plus distance between neckline to bottom
= 0.89 + (0.89 - 0.66) = 1.12

Once it hits 1.12, it will have surpassed 1.09 closing peak on 16/08/2023. Then the 1.09 breakout dynamics will kick in and take it to:

Last peak 1.09
Last bottom 0.66
Next peak target = 1.09 + (1.09 - 0.66) = 1.09 + 0.43 = 1.52

Restructuring move will solve problem for both CapitalA and AAX. Better prospects ahead. Share prices hv reacted swiftly up. This is only the first leg. After short consolidation, it will do its 2nd leg, another consolidation, followed by the 3rd leg.

09/05/2024 12:51 PM

geary Stock: [CAPITALA]: CAPITAL A BERHAD
2 days ago | Report Abuse.

CapitalA YTD(Human Nature) Pivot Point Momentum!
S: 0.65.(At...0.68...Golden ❌...50/200SMA)
PIVOT: 0.81.
R1: 0.90.
R2: 1.05.
R3: 1.16.
In Between there are R1A n R3A: 0.98(#50%) n 1.30#100%)
R4: 1.71.
Of course in between there are retracement/profit takings.
Plus other variables of interest rates, geopolitical tensions, supply/demand, jet fuel prices, exchange rates, CPI index, cyclical PEG in airlines, plus other macro/micro ratios 🤠
Dis: Trade at your own Risk!
08/05/2024 9:25 PM

Thank you Sifu rr88 and geary for sharing Capital A Weather Forecast..

Both of these forecast are in line with the Analysts estimates.

Capital A has surpassed all Analysts estimates.

Of the nine analysts covering Capital A, four gave a “buy” rating, four a “hold” and one a “sell”, with an average price target of 90 sen, which indicates a potential upside of 22% from last Friday’s closing price of 73.5 sen. That said, the target prices vary widely from 60 sen to as high as RM1.68.

In a Conference Call on April 24, Fernandes highlighted that the aviation business’ ancillary income has become “one of the biggest drivers of cash attrition, and margin growth”...

To Our Success !

Captain Mabel Meow

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2024-05-09 09:20 | Report Abuse

Meow Meow Meow OTB...

Now we back to RM 5.02...

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2024-05-08 21:31 | Report Abuse

Boeing Admits That Its Employees Falsified Aircraft Records for 787 Dreamliner

https://finance.yahoo.com/news/boeing-admits-employees-falsified-aircraft-212500266.html?guccounter=1

Thanks God our Airlines are using Airbus...hihihi

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2024-05-08 13:54 | Report Abuse

Just realized the New Contract is in USD. Normally if you got award this kind of project, company will receive 30% down payment to carry the project. This mean, Lady Sapura will get around 2.5b+OMV2.5b+cash 1.4b=6.4b on its cash flow account to rollover operation. Very bright future for our Lady…

Syabas to Sapnrg..

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

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2024-05-08 13:47 | Report Abuse

intansri Normally if you got award this kind of project, company will receive 30% down payment to carry the project. Under this scenario, 5218 will get around 2.5b+OMV2.5b+cash 1.4b=6.4b on its cash flow account to rollover operation. Very bright future
08/05/2024 11:27 AM

SinGor $900mil Brazil project should net about RM500m--RM800mil based on 12%--18% net profit ( normal )
08/05/2024 11:38 AM

It's looking good..

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2024-05-08 13:44 | Report Abuse

Meanwhile Lady Sapura has joined Yinson to win more Contract in Brazil. Sapura Energy required between RM 3 to 4 Billion to recapitalisation to get out of PN17..

This mean, she need another 1.2 to 2.2 billion to get out of PN17 which may come either with White Knight or Debt Swap and Balance Sheet Cleanup using thee same strategy employed by AAX and Capital A, this process takes time but is essential for long-term sustainability. If executed successfully, it could help Sapura Energy exit PN17 status without relying on external White Knights.

Syabas to Sapnrg..

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

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2024-05-08 12:20 | Report Abuse

#geary Mabel.
Thank you geary dear. You have been so Marvellous!

To Our Success !!!
Thanks...ur welcome...plus those holding CapA🙏
07/05/2024 8:40 PM

Keep it cumming geary..

To Our Success !

Captain Mabel Meow

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2024-05-08 12:19 | Report Abuse

#JrWarren @Mabel, how many % capital gain so far?

07/05/2024 1:25 PM

Haha Mabel has been in and out of this counter many times. BUY LOW SELL HIGH and oledi locked including those two delicious bonus before Covid 19.

Holding cost for Capital A is so good. Always GREEN as this counter P&L is very positive and has always been positive. Mabel loves this operator. So holding CapitalA is never a problem. Back to your Q, latest % of capital gain is more than 25 % ..so apy..

Capital A.. So nice …Buy 1 get 4 Free. Where else you will get a Bargain like this?

In Singapore you have to buy SIA, SATS and SA Engineering in SGD. Here you buy you get all 5 with potential return in USD..

To Our Success!

Captain Mabel Meow

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2024-05-08 11:16 | Report Abuse

Sslee Two things in life are certain, death and tax.
08/05/2024 8:40 AM

Indeed Handsome Sslee...

Two things in life are also certain, live and bonus..

Meow

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2024-05-07 12:51 | Report Abuse

Today Capital A has surpassed all Analysts estimates.

Of the nine analysts covering Capital A, four gave a “buy” rating, four a “hold” and one a “sell”, with an average price target of 90 sen, which indicates a potential upside of 22% from last Friday’s closing price of 73.5 sen. That said, the target prices vary widely from 60 sen to as high as RM1.68.

In a Conference Call on April 24, Fernandes highlighted that the aviation business’ ancillary income has become “one of the biggest drivers of cash attrition, and margin growth”...

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2024-05-07 10:37 | Report Abuse

Meow Meow Meow

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2024-05-07 10:34 | Report Abuse

#geary CapitalA YTD(Human Nature) Pivot Point Momentum!

06/05/2024 8:31 PM

Thank you geary dear. You have been so Marvellous!

CapitalA Flight Path YTD Momentum has already hit R1. Going for R2!.
S: 0.65 (Smashed with flying Colours)
PIVOT: 0.81 (Smashed with flying Colours)
R1: 0.90. (Smashed with flying Colours)
R2: 1.05.
R3: 1.16.
In Between there are R1A n R3A: 0.98 n 1.30.
R4: 1.71.
Dis: Trade at your own Risk!

To Our Success !!!

Captain Mabel Meow

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2024-05-07 09:57 | Report Abuse

Absolutely Paul..

That's what happened when you are flying with the World's Best Magicians...

To Our Success!!!

Captain Mabel Meow

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2024-05-07 09:24 | Report Abuse

Yes indeed paul..hihihi

Life is sooooo beautiful when you are flying with the Magicians...

Meow Meow Meow

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2024-05-06 16:03 | Report Abuse

Haha this week Mabel will continue Goyang Kaki eating pop corns and watch as our Airline continue to climbs...hihihi..

Life is sooooo beautiful when you are flying with the Magicians...

Meow Meow Meow

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2024-05-06 15:34 | Report Abuse

An interim dividend of 54 cents has been declared.

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2024-05-06 15:32 | Report Abuse

yielder is DBS safe to invest? most of the reits listed there is not performing. they may drag the banks down
05/05/2024 2:21 PM

Why not?

DBS Group Holdings Ltd (SGX: D05) showcases robust Q1 FY2024 performance, with a 15% YoY surge in net profit, hinting at surpassing FY2023's S$10 billion profit milestone.

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2024-05-06 15:22 | Report Abuse

MrFox take 5 this week!!>
whispering words of wisdom!!!!!
haha
06/05/2024 12:25 PM

Haha this week Mabel will continue Goyang Kaki eating pop corns and watch as our Power Company continue to climbs...hihihi..

Life is sooooo beautiful when you are flying with the Magicians...

Meow

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2024-05-03 19:51 | Report Abuse

Life is so beautiful when you are flying with the World Best Magicians..

To Our Success !

Meow Meow Meow

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2024-05-03 19:49 | Report Abuse

Summing up this week from a Team of Contended Shareholders...

SIA was rescued by the government help to raise Billions of SGD 3 to 4 years ago, only now can give delicious dividends. Airasia is doing fund raising on their own without government help, the effort is commendable. The corporate exercise to merge the AirAsia airline businesses under AirAsia X Bhd (AAX) is apparently sufficient to offset all of the RM8.7 billion negative equity in Capital A Bhd, according to chief executive officer Tan Sri Tony Fernandes.

The divestment of AirAsia Aviation Group Ltd (AAAGL) is expected to give rise to a pro forma gain of RM4.69 billion to Capital A, while the disposal of AirAsia Bhd (AAB) would result in a gain of RM6.07 billion…

Weather Forecast : CapitalA Monthly Positive Pivot Point Momentum!
S: 0.75.
PIVOT: 0.80.
R1: 0.91.(4 Weeks)
R2: 1.04.
R3: 1.18.(Above 12 Weeks)
PN17 Uplifted...Up trending Momentum Is fully positive!

Business that depend on state intervention during bad times is not competitive. Whether a conglomerate can restructure debt to afford the interest payment then generate profit very much depend on the business model and cash generation sustainability. Budget air travel, leisure, logistics, fintech had bottom out and now are in demand. Capital A businesses are well managed and has many values to be unlock.

Life is so beautiful when you are flying with the World Best Magicians..

To Our Success !

Meow Meow Meow

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2024-05-03 12:15 | Report Abuse

https://www.theedgesingapore.com/capital/results/dbs-hits-milestone-100-billion-cap-record-1qfy2024-fed-stance

DBS Group Holdings has hit the milestone market cap of $100 billion after its share price gained this morning following yet another record net profit of $2.96 billion for the 1QFY2024 ended March 31, 15% higher y-o-y and 24% higher q-o-q.

The 1QFY2024 net profit is also well above a Bloomberg poll of $2.465 billion for the first quarter. While the year is still young, DBS may well meet and possibly beat FY2023's record-breaking $10 billion.

As at 9.16am, DBS shares changed hands at $35.92, up 3.01%, valuing the company at $102 billion.

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2024-05-03 12:14 | Report Abuse

https://www.theedgesingapore.com/capital/results/dbs-hits-milestone-100-billion-cap-record-1qfy2024-fed-stance

DBS Group Holdings has hit the milestone market cap of $100 billion after its share price gained this morning following yet another record net profit of $2.96 billion for the 1QFY2024 ended March 31, 15% higher y-o-y and 24% higher q-o-q.

The 1QFY2024 net profit is also well above a Bloomberg poll of $2.465 billion for the first quarter. While the year is still young, DBS may well meet and possibly beat FY2023's record-breaking $10 billion.

As at 9.16am, DBS shares changed hands at $35.92, up 3.01%, valuing the company at $102 billion.

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2024-05-02 23:47 | Report Abuse

https://www.businesstimes.com.sg/companies-markets/spotlight-1singapore-airlines-could-post-highest-ever-earnings-about-s-2-7-billion-fy2024-says-analyst

Singapore Airlines could post highest-ever earnings of about S$2.7 billion for FY2024, says analyst

The airline will pay a final dividend of S$0.38 per share with the possibility of SIA sweetening the reward to S$0.42 per share

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2024-05-02 23:46 | Report Abuse

Singapore Airlines could post highest-ever earnings of about S$2.7 billion for FY2024, says analyst

While Raymond Yap of CGS International anticipates that the airline will pay a final dividend of S$0.38 per share, he entertains the possibility of SIA sweetening the reward to S$0.42

Meow