Thank you geary dear...

You are really a darling...

Meow

Haha Now you now why we love Tony the Magician...

89.5 sen oledi...

Life is soooooo beautiful when you can fly......

Meow Meow Meow

Wow 88.5 sen oledi...hihihi

If can closed above 88.5 sen will be good for next week momentum..

Today many counters are having period...

..except for Banking and Construction...

..even Sime Darby climbs like no business...

Meow

...except for Banking and Construction...

..even Sime Darby climbs like no business...

If can closed above RM 5 today will be good for next week momentum..

Today many counters are having period..

Meow

Wow 87.5 sen oledi...

What happen?

Waiting at RM 4.770..

This operator is very good...just like Francis Yeoh

Meow

Nvidia’s (NASDAQ:NVDA) market capitalization continued to explode yesterday after the chip giant provided Wall Street investors with yet another stellar earnings report. The artificial intelligence (AI) leader is now worth the combined market cap of two other mega cap names, Amazon (AMZN) and Tesla (TSLA).

Currently, retail and tech behemoth Amazon (AMZN) has a market cap of $1.90T while electric vehicle maker Tesla (TSLA) has a market cap of $559.48B, which together equate to $2.46T. That combined figure has been engulfed by Nvidia (NVDA), which is now Wall Street’s third-largest company by market cap at $2.56T.

Moreover, see how Nvidia’s (NVDA) market capitalization has rocketed higher since the 2020 Covid-19 trading year. Listed below is the market cap of NVDA by end of year levels:
2020: $323.24B
2021: $735.27B
2022: $364.18B
2023: $1.22T
Current: $2.56T

The semiconductor and AI focused stock has jumped up 10% yesterday and has climbed 111.3% in 2024 alone. On a wider scale, the Jensen Huang-led firm has advanced 2,648% over the past 5-years and 19,696% over the past 10-years.

Meow

*Record Highs for SIMEPROP*

Sime Darby Property (SIMEPROP) reported on 21 May’24 (Tuesday) that their quarterly net profit has doubled YoY to MYR123.6 million from MYR60.7 million. They also achieved record high quarterly revenue of MYR978.7 million contributed by higher sales.

SIMEPROP has achieved 32% of the group’s full year sales target of MYR3 billion. The group is expecting further growth with the launch of two landmark projects, The Ophera at KLGCC Resort, and the Elmina Lakeside Mall.

GSX1111 May i know this data center business, the SIME Darby is also building now. So the power supply can be from TNB or YTL Power ? or only TNB ?
24/05/2024 8:13 AM

The data centre in Malaysia will be situated on a 49-acre (19.83-hectare) site within the 1,500-acre Elmina Business Park, the largest freehold industrial park in the Klang Valley.


According to Sime Darby Property, the group and its flagship Elmina Business Park were chosen based on strategic merits, including the group’s 50-year track record in large-scale integrated projects, the park’s robust infrastructure and prime location, as well as the group’s financial strength, which assures long-term lease certainty.

Read here for more details


https://theedgemalaysia.com/node/712702

Boeing Stock Falls On Forecasts Of Negative Cash Flow, Delivery Delays
Briefly: Boeing shares traded down more than 6% today following CFO Brian West’s announcement that the company will burn cash in 2024 rather than generate it.

So Basically: Speaking at a conference today, West revealed that he expects Boeing’s full-year free cash flow to be negative, possibly to the tune of $4 billion next quarter alone.

So Then: This marked a stark contrast to the outlook provided in March for positive cash generation in the low single-digit billions.

So What: The announcement surprised investors and further complicated Boeing’s situation as it struggles with quality concerns, production challenges and delayed deliveries to China, which West added will impact Q2 cash flow.

Foreign funds have become net-buyers over the past couple of weeks. Foreign shareholding of Malaysian equities was 14% at the end of April 2024. If indeed it normalizes to 20% over the next few months, this would be a catalyst for a bull market..

https://www.thestar.com.my/business/business-news/2024/05/22/can-bullish-sentiment-on-bursa-malaysia-continue?utm_source=Smartech&utm_medium=email&utm_campaign=dailynewsalert&utm_content=20240523&__sta=vhg.uosvpxQddhqne.jsu0sv%7CUHBT&__stm_medium=email&__stm_source=smartech

Mabel's Sime Darby Property Beat expectations and will join our YTL Power to build Data Centre.

SDPR's 1Q24 core net profit of MYR124m (+1.2x YoY, -17% QoQ) positively surprised. 3M24 locked-in sales of MYR956m were also above our/management forecast/target. We raise FY24-26 earnings forecasts by +9% to +17% and TP to MYR1.13 (+27sen) on a higher 0.8x rolled forward FY25E P/B (+1SD to mean). The higher P/B is to reflect SDPRs strong position to benefit from rising demand for industrial properties in the Klang Valley.

In addition, Sime Darby Property Bhd (KL:SIMEPROP) said on Thursday it will build and lease out a hyperscale data centre at its Elmina Business Park in a deal worth RM2 billion, marking the group’s entry into the data centre segment.

The project is expected to begin in the second quarter of this year, and be completed in 2026, the developer said in a bourse filing. Once construction is completed, the group will sign a 20-year lease with Pearl Computing Malaysia Sdn Bhd — a wholly-owned unit of Singapore-based Raiden APAC Pte Ltd — with options to renew for two additional five-year terms.

To Our Success !

Meow

#tatwaiwong Mr mabel,ur story 2021 years lol,say at now.what u need?Hahahahahaha
21/05/2024 1:19 PM

That's Part 1. This is Part 2...

Sime Darby Property Beat expectations and will join YTL Power to build Data Centre.

SDPR's 1Q24 core net profit of MYR124m (+1.2x YoY, -17% QoQ) positively surprised. 3M24 locked-in sales of MYR956m were also above our/management forecast/target. We raise FY24-26 earnings forecasts by +9% to +17% and TP to MYR1.13 (+27sen) on a higher 0.8x rolled forward FY25E P/B (+1SD to mean). The higher P/B is to reflect SDPRs strong position to benefit from rising demand for industrial properties in the Klang Valley.

In addition, Sime Darby Property Bhd (KL:SIMEPROP) said on Thursday it will build and lease out a hyperscale data centre at its Elmina Business Park in a deal worth RM2 billion, marking the group’s entry into the data centre segment.

The project is expected to begin in the second quarter of this year, and be completed in 2026, the developer said in a bourse filing. Once construction is completed, the group will sign a 20-year lease with Pearl Computing Malaysia Sdn Bhd — a wholly-owned unit of Singapore-based Raiden APAC Pte Ltd — with options to renew for two additional five-year terms.

To Our Success !

Meow

Summing up on NVIDIA’s Q1 Earnings

Briefly: NVIDIA, the poster boy of the AI revolution, reported first-quarter results this morning after the market close. Here’s how it went.

So Basically: The chipmaker’s Q1 results climbed past lofty expectations amid ever-increasing demand for its AI accelerators. Nvidia shares pass $1,000 for first time on AI-driven sales surge Revenue $26.04 billion (up from $7.19 billion y/y) and destroying estimates of $24.69 billion. Data center revenue $22.6 billion vs. $4.28 billion y/y, smashing estimates of $21.13 billion. Nvidia shows no signs of AI slowdown after over 427% increase in data center business. Revenues climbed to a record, thanks to record Data Center revenue.

So Then: Q2 guidance also exceeded expectations. The company announced a 10-for-1 stock split and hiked its quarterly dividend by 150%. Unlike some of Patton High Growth Magnificent 7, NVIDIA has a dividend history. Before the Q1 earnings in 2024, the quarterly cash dividend was $0.04 per share. However, after the Q1 earnings, NVIDIA raised its quarterly cash dividend by 150% to $0.10 per share on a post-split basis. This increase reflects the company’s strong financial performance and commitment to rewarding shareholders

So What? Reacting to the results, Nvidia’s stock rose in after-hours trading. CEO Jensen Huang proudly punctuated the results, saying, “The next industrial revolution has begun.”

Next is YTL Power...

Meow

YTLP got character...

Meow Meow Meow

#Agjl Nvidia shares pass $1,000 for first time on AI-driven sales surge
PUBLISHED WED, MAY 22 202412:00 PM EDTUPDATED 23 MIN AGO

23/05/2024 7:11 AM

It is interesting to note that a few weeks ago at a Standford University forum, Jensen Huang opined that "people with very high expectations have very low resilience and unfortunately resilience matters in success". He also added that 'greatness'(in a company) comes from 'character' and the character is formed out of people who suffered (who has gone through setbacks, pains and sufferings).

Nvidia reported fiscal first-quarter earnings on Wednesday that beat expectations for sales and earnings, and the stock rose in extended trading over the $1,000 per-share threshold. Its strong results on Wednesday suggest that demand for the AI chips Nvidia makes remains robust.

Looking ahead, NVIDIA continues to push the boundaries of technology. Its recent ventures into autonomous vehicles and augmented reality are setting the stage for the next wave of computing. With the advent of the metaverse and other virtual platforms, NVIDIA’s technologies are becoming the building blocks of future digital experiences.

For investors and tech enthusiasts alike, NVIDIA represents a unique combination of visionary technological pursuits and solid financial health. Its story is not just about where it stands today but also about where technology can take us tomorrow. NVIDIA isn’t just participating in the future; it is actively shaping it, making its mark as one of the most innovative and financially robust companies in the tech world.

$NVIDIA (NVDA.US)$ reported Q1 earnings that beat expectations Wednesday. Revenue for the first quarter was up 18% from the previous quarter, according to the release, and up 262% from a year ago.

The firm posted earnings of $6.12/share compared to expectations of $5.59, based on 36 estimates. Revenue came in at $26.04B in the quarter, compared to $24.65 estimated. Eyes were on data center revenue, which made up most of the firm's profit, coming in at $22.6B vs. estimates of $21.06B.

The firm expects revenue of $28.0 billion, plus or minus 2%, for the current (second) quarter. The firm announced a ten-for-one forward stock split effective June 7, 2024. At current prices, investors would be able to purchase Nvidia stock at about $95/share. The firm also increased its cash dividend 150% to $0.10/share.

Well done Nvidia!

https://www.channelnewsasia.com/singapore/sia-singapore-airlines-death-turbulence-london-bangkok-4352051?cid=internal_sharetool_androidphone_21052024_cna

Bay of Bengal is a notorious place when you cross this sector. Mabel has experienced few times when the aircraft fall freely. One on MAS, Thais Airway, Scandinavia, and SIA...This place is really no joke. Luckily no one was hurt on our plane..

This is a very good reminder to everyone ... when in a flight, always keep your seat belt buckled even when the seat belt light is off.

It's said the passengers hit the ceiling when the plane hit the air turbulence.

In this incident, a Singapore Airlines flight from London to Singapore encountered severe turbulence over the Bay of Bengal. The Boeing 777-300ER aircraft dropped approximately 6,000 feet (2,000 meters) in just a matter of minutes after crossing the Bay of Bengal. Unfortunately, one person lost their life, and several others were injured during this incident. The flight was forced to divert to Bangkok, where it landed safely.

Turbulence can be caused by various factors, including flying through clouds or encountering “clear air” turbulence, which is not visible on a jet’s weather radar and cannot be predicted. This incident highlights the importance of seatbelt usage even when the skies appear clear.

Thanks God Mabel Capital A is using only Airbus...

Meow

Today it touches RM 10 at 2.33...

Yesterday Mabel continued to accumulate Capital A as Malaysia Airports Holdings Bhd’s (MAHB) April 2024 traffic expanded by 7.8% to 11 million passengers compared to the preceding month’s 10.2 million passengers’ movement. The airport operator reported a total traffic performance of 7.6 million passengers across its local airports in Malaysia during the month, an 8% increase compared to March’s 7.1 million.

We will take back Tourism from Thailand…

In Singapore you need to buy 3 SIA Companies in SGD. Here you Buy Capital A at RM 85 sen you will get all 3...

Capital A will have 5 listed companies build into three segments:
Airlines business worth RM 0.95
Digital business worth RM 0.94
Brand AA listed US worth RM 1.01
Total worth RM 2.90

This is in line with Mabel’s Singapore Airlines
• SATS at SGD 2.89
• SIA Engineering at SGD 2.35.
• SIA at SGD 6.53

To New York with Loves...

https://www.freemalaysiatoday.com/category/business/2024/05/20/mahbs-passenger-traffic-rises-7-8-to-11mil-in-april/

Sime Darby Property partnered with Microsoft to boost its digital aspirations. They became the first property developer in Malaysia to fully migrate their existing core applications and servers to Microsoft Azure cloud. By leveraging world-class cloud technology and data analytics solutions offered by Microsoft, Sime Darby Property aims to modernize its systems and enhance the experience for customers.

This collaboration allows Sime Darby Property to adopt Microsoft’s trusted cloud platform, Azure, for best-in-class and secure cloud solutions. The migration to the cloud aligns with their security frameworks and policies, supporting their digital ambitions. Soon, this move will enable a hyper-personalized customer-centric business model and promote end-to-end operational excellence, from managing procurement contracts to purchase-to-payment systems.

Additionally, Sime Darby Plantation (a different entity within the Sime Darby group) partnered with Data Cube to deliver a Big Data Platform and Reporting solutions for their Operation & Finance team. This solution enhances decision-making processes and drives operational efficiency.

In summary, Sime Darby Property has taken significant steps toward digital transformation, particularly by migrating to Microsoft Azure cloud, while other Sime Darby entities have also explored data analytics solutions to improve their operations.

Meow

Broken oledi..now trading RM 7.09..

So Power...

Meow

#paulthesotong Anything to with Privatisation of Malaysia Airport?
17/05/2024 5:15 PM

Here's some news paul,

https://www.straitstimes.com/business/gip-eyeing-up-to-49-stake-in-malaysian-port-operator-could-value-it-at-85-billion-sources

Yes, that’s correct! Global Infrastructure Partners (GIP) is in talks to acquire up to a 49% stake in MMC Port Holdings, which is Malaysia’s largest port operator. MMC Port Holdings owns seven ports in Malaysia, including the Port of Tanjung Pelepas in Johor Bahru. The deal could potentially value MMC Port Holdings at around RM30 billion (S$8.5 billion).

Interestingly, GIP itself is being acquired by BlackRock for US$12.5 billion. Just days after BlackRock’s announcement, US private equity firm General Atlantic also agreed to buy UK-based infrastructure investor Actis.

Recently, GIP, in partnership with Khazanah, EPF, and ADIA, announced a conditional offer to acquire a stake in Malaysia Airports Holding Berhad. This deal could potentially involve up to a 49% stake in the company, valuing it at around RM30 billion

https://www.global-infra.com/news/gip-in-partnership-with-khazanah-epf-and-adia-announces-conditional-offer-to-acquire-malaysia-airports-holding-berhard/

Meow

#The_JQuestion oil stabilising and low + strong rinnggit rebound in the coming QR .... bomb ! double effect , with good QR results coming Q2 onwards. q1 will not be disappointing as well ... pn 17 exit in style by le senior , tony Fernandes , arriba, arriba … andale, andale
17/05/2024 6:12 PM

#Alex_Kho It's essential to recognize that each airline's financial performance depends on various factors, including route networks, cost structures, and market dynamics.

1. Different Business Models:
Singapore Airlines (SIA) and AirAsia indeed operate with distinct business models. Here's a brief comparison:
- SIA: As a full-service carrier, SIA focuses on premium services, long-haul flights, and connecting major global cities. Their emphasis is on luxury, comfort, and high-quality in-flight experiences.
- AirAsia: AirAsia, on the other hand, follows a low-cost model. They prioritize affordability, point-to-point routes, and efficient operations. AirAsia aims to make air travel accessible to a broader segment of travelers.

2. Travel Recovery:
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.

Both airlines contribute to the industry in their unique ways, catering to different customer segments. As travel continues to recover, there is hope to see positive outcomes for AirAsia as well. 🌏✈️
20/05/2024 11:37 AM

Indeed..

In Singapore you need to buy 3 Companies in SGD. Here you Buy at RM 86 sen you will get all 3...

https://www.bloomberg.com/news/videos/2024-01-18/airasia-group-ceo-tony-fernandes-speaks-with-bloomberg-in-davos

Capital A will have 5 listed companies build into three segments:
Airlines business worth RM 0.95
Digital business worth RM 0.94
Brand AA listed US worth RM 1.01
Total worth RM 2.90

This is inline with Mabel’s Singapore Airlines
• SATS at SGD 2.89
• SIA Engineering at SGD 2.35.
• SIA at SGD 6.53

To New York with Loves...

Meow

jeffchan1901 @mabel thanks. glad to see you are also finding success in 'the other stock' too
18/05/2024 10:08 AM

Indeed! Our Tiger will be touching RM 10.00 soon..

To Our Success !

Great to see our Sunway is back today at RM 3.55

Sunway is a good company to hold...

To Our Success !

Meow

Well done Jeff!

You the man!

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

To Our Success !

Meow Meow Meow

Meow Meow Meow

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

Thanks for sharing bro...

To Our Success!

Meow

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.

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

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

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.

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

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

What happen today to Sunway?

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

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

Meow Meow Meow OTB...

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

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

#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

Well Done Calvin!

Jeffey,

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

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.

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.

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

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