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

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

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

Well done Sifu rr88..

Locking profits is never a bad things...

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

Meow Meow Meow OTB...

Now we back to RM 5.02...

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

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

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..

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

#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

#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

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

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”...

Meow Meow Meow

#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

Absolutely Paul..

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

To Our Success!!!

Captain Mabel Meow

Yes indeed paul..hihihi

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

Meow Meow Meow

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

An interim dividend of 54 cents has been declared.

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.

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

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

To Our Success !

Meow Meow Meow

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

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.

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.

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

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

Two wonderful news today

Microsoft is on target to maintain the World Most Valuable company with mkt cap going to exceed USD3 trillion soon due to leading AI and data centre. Microsoft is investing $2.2 billion over the next four years in Malaysia's new cloud and artificial intelligence infrastructure as well as partnering with the government to establish a national AI center, its CEO Satya Nadella said Thursday. This investment is in addition to the existing investment made in 2021 which includes skilling an additional 1 million Malaysians. That investment has generate up to USD 4.6 billion in new revenues for local partners and cloud-consuming customers over the next four years. Furthermore, this initiative aligns with Malaysia’s goal to become a regional leader in the digital economy.

Capital A is also on target to be listed in New York and exited PN17. Congrats to those that is already on board to New York.

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

To Our Success !

Meow Meow Meow

Two wonderful news today*…

Microsoft is on target to maintain the World Most Valuable company with mkt cap going to exceed USD3 trillion soon due to leading AI and data centre.Microsoft is investing $2.2 billion over the next four years in Malaysia's new cloud and artificial intelligence infrastructure as well as partnering with the government to establish a national AI center, its CEO Satya Nadella said Thursday. This investment is in addition to the existing investment made in 2021 which includes skilling an additional 1 million Malaysians. That investment has generate up to USD 4.6 billion in new revenues for local partners and cloud-consuming customers over the next four years. Furthermore, this initiative aligns with Malaysia’s goal to become a regional leader in the digital economy.

Capital A is also on target to be listed in New York and exited PN17. Congrats to those that is already on board to New York.

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

To Our Success !

Meow Meow Meow

Capital A Berhad

Share Price 7 Day 1 Year
0.81 15.7% 5.9%


Full year 2023 earnings: EPS and revenues exceed analyst expectations
Full year 2023 results:
EPS: RM0.08 (up from RM0.80 loss in FY 2022).
Revenue: RM14.9b (up 127% from FY 2022).
Net income: RM336.8m (up RM3.57b from FY 2022).
Profit margin: 2.3% (up from net loss in FY 2022).
Available seat kilometres (ASK): 66.16b (up 127% from FY 2022).
Passenger load factor: 88.0% (up from 84.0% in FY 2022).
Total aircraft: 216 (up by 7 from FY 2022).

Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates.

Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Airlines industry in Asia.

Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.

Congrats to those that is already on board to New York..

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

To Our Success !

Meow

Meow Meow Meow

HumptyDumpty Anyone bought @ 4.49 ?
02/05/2024 11:04 AM

Me...

Haha Mabel was soooo delighted this morning..

Some nice Uncles and Aunties sold matched to Mabel's queue..

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

To Our Success !

Meow

Hahaha...

Mabel is also dancing..hihihi

To Our Success !

Meow Meow Meow

Mabel think The Edges will report this news this evening .hihihi...

This Morning Capital A trading was Halt by Bursa for CAPITAL A BERHAD. Great opportunity for refueling since WTI is below USD 80 and Brent is also down 83.60 which is good for airlines.

Trading in the securities relating to CAPITALA is resume with effect from 10.00 a.m., Thursday, 2 May 2024.

Market Just open and Capital A rockets to 81.5 sen. Life is so beautiful when you are flying with the World Best Magicians..

Captain Mabel Meow

Haha open 81 sen...

jeffchan1901 @stkoay ASN withdrawal online transfer takes how long? I redeemed yesterday abd they said funds transfer by yesterday but so far nothing. how long did your took?
01/05/2024 3:08 PM

jeffchan

Usually it's 3 working days..

Meow

*Roots of Wealth, Leaves of Green*

In the fertile soil of time, we sow our seeds, Investments planted, dreams taking root, Beneath the sun’s watchful gaze, they feed, as seasons turn, our fortunes take flight.

*The Sapling of Risk*: Like a young tree reaching for the sky, We risk our capital, hope in our eyes, Branches of stocks, bonds, and ventures high, Weathering storms, seeking growth that flies.

*The Canopy of Patience*: Patience, our sturdy trunk, stands tall, As years stretch wide, our portfolios grow, Compound interest whispers secrets to all, A forest of wealth, where wisdom flows.

*The Leaves of Diversification*: Each leaf a company, a sector, a chance, Dancing in harmony, they catch the light, Tech, energy, healthcare—a vibrant dance, Diversify well, and your future takes flight.

*The Seasons of Volatility*: Autumn leaves fall, markets ebb and flow, Fear and greed sway our hearts’ compass, yet resilience blooms, like spring’s first glow, Hold steady, my friend, through every impasse.

*The Harvest of Wisdom*: As trees mature, so do we, my dear, Lessons etched in rings, stories untold, Prune away excess, embrace what’s clear, Harvest wisdom’s fruit, a legacy to hold.

*The Forest of Legacy*: And when our days wane, like golden leaves, Our legacy remains—an orchard of grace, Investments and trees, intertwined beliefs, For wealth grows not just in numbers but space.

So let us tend our portfolios and plant our trees, for in their growth, we find life’s symphony, Roots of wealth, leaves of green, dancing free, Investment and nature—a harmonious melody.

https://theedgemalaysia.com/node/709959

KUALA LUMPUR (April 30): PT CIMB Niaga Tbk, the 92.5%-owned subsidiary of CIMB Group Holdings Bhd, reported a 6.3% year-on-year growth in its consolidated net income for the financial quarter ended March 31, 2024 (1QFY2024). The bank attributed the improved earnings to healthy loan growth, improved asset quality indicators and effective cost management.

In a bourse filing on Tuesday, the group reported that its net income rose to 1.68 trillion rupiah (RM493.2 million) from 1.58 trillion rupiah. Earnings per share increased to 66.96 rupiah from 63.42 rupiah.
01/05/2024 1:38 PM

Time for CIMB to fly back up in the skies.

Thank you so much for sharing this beautiful news..

Meow Meow Meow

speakup if microsoft open data centre, it bad news coz this is competition to ytl-nvidia data centre
01/05/2024 8:39 PM

https://news.microsoft.com/en-my/2021/04/19/microsoft-announces-plans-to-establish-its-first-datacenter-region-in-malaysia-as-part-of-bersama-malaysia-initiative-to-support-inclusive-economic-growth/

Remember, Microsoft has already made significant investments in Malaysia. As part of its “Bersama Malaysia” initiative, Microsoft announced has establish its first datacentre region in the country. This move aims to deliver trusted cloud services locally, ensuring world-class data security and privacy.

Additionally, Microsoft is committed to skilling an additional 1 million Malaysians by the end of 2023 to create economic opportunities in the digital era. The investment is estimated to generate up to USD 4.6 billion in new revenues for local partners and cloud-consuming customers over the next four years. Furthermore, this initiative aligns with Malaysia’s goal to become a regional leader in the digital economy.

A good CEO like Francis will create wealth for all shareholders. How many stocks listed in KLSE can make one billion PAT a year?

Jensen Huang, the CEO of Nvidia, recognized the potential of Malaysia as a data center infrastructure hub for Southeast Asia. Here’s why he chose to collaborate with YTL Power International (YTLP):

•Strong Infrastructure: Malaysia boasts a successful data center infrastructure layer, which is crucial for AI and cloud computing. YTLP’s expertise in power and property aligns well with this need.
•Strategic Location: The data center project is likely to be anchored at YTL’s data center complex in Johor, a strategic location in southern Malaysia.
•Access to Land, Facilities, and Power: Malaysia provides essential resources for data centers, including land, facilities, and reliable power supply.
•YTL’s Role: Jensen Huang praised YTL as an extraordinary company and emphasized Malaysia’s importance as a growing technology hub in Southeast Asia.
•Privileged Partnership: Nvidia considers it a privilege to partner with YTL in any capacity.

This collaboration underscores Malaysia’s potential as an AI and computing hub, and YTLP’s role is pivotal in making it a reality!

Meow

Haha MY Handsome sslee some time can be so funny..hihihi..

Jonathan Keung Technology challenge the old way of doing things
Either you change or you will be change
01/05/2024 5:44 AM

Meow Jonathan...

With the emergence of the iPhone in 2007 marked a turning point. Nokia’s market share declined, and by 2013, it made up less than 3% of the total mobile phone market. The company sought to exit the industry altogether.

As for Apple, it’s actively exploring ways to integrate artificial intelligence (AI) features into its ecosystem. AI-powered iPhone: Apple (AAPL) and OpenAI resumed talks on integrating the startup's generative AI capabilities into the new iPhone, expected later this year. The discussions mark a renewed attempt by the tech giant to add the AI features to iOS 18, the next iPhone operating system.

Talks with Microsoft (MSFT)-backed OpenAI about a potential deal began earlier this year, following similar discussions with Alphabet (GOOG, GOOGL) to add Gemini to the iPhone. Apple may opt for a deal with both OpenAI and Alphabet or prefer one over another.

Apple's Q2 results are due on tomorrow, and Mabel will closely watch for comments on its strategy to integrate genAI functionality into the iPhone. Keep an eye out for more updates during Apple’s Q2 results announcement tomorrow!

Summing up: Nokia paid a high price for not embracing to the new way of thinking.

Now you know why Mabel loves Magicians..

Francis and Team is another Magician..

To Our Success!

Meow

xiaoeh Good sharing Mabel
30/04/2024 11:52 PM

Meow xiaoeh...

With the emergence of the iPhone in 2007 marked a turning point. Nokia’s market share declined, and by 2013, it made up less than 3% of the total mobile phone market. The company sought to exit the industry altogether.

As for Apple, it’s actively exploring ways to integrate artificial intelligence (AI) features into its ecosystem. AI-powered iPhone: Apple (AAPL) and OpenAI resumed talks on integrating the startup's generative AI capabilities into the new iPhone, expected later this year. The discussions mark a renewed attempt by the tech giant to add the AI features to iOS 18, the next iPhone operating system.

Talks with Microsoft (MSFT)-backed OpenAI about a potential deal began earlier this year, following similar discussions with Alphabet (GOOG, GOOGL) to add Gemini to the iPhone. Apple may opt for a deal with both OpenAI and Alphabet or prefer one over another.

Apple's Q2 results are due on tomorrow, and Mabel will closely watch for comments on its strategy to integrate genAI functionality into the iPhone. Keep an eye out for more updates during Apple’s Q2 results announcement tomorrow!

Summing up: Nokia paid a high price for not embracing to the new way of thinking.

Now you know why Mabel loves Magicians..

Mabel, the Magician..

*Food for thoughts*...

Do you know that in 2007, around half of all mobile phones sold were Nokia phones?. These guys were massively dominant!

However, in 2007 something happened that you can’t really blame Nokia for. A Smart Guy, Steve Jobs, made this insanely great smartphone that didn’t even have a keyboard, the iPhone. Not only that, he made buying apps so easy that people would actually buy them, making smartphones so much more useful.

And then, to make matters worse, Google decided to partner with every smartphone manufacturer in the world via Android, which would emulate the iPhone. And they didn’t care whether they made any money or not so gave the software for free.

As for Nokia, it’s far more difficult changing a legacy software, like Symbian, than making an essentially new one like Google did with Android. And given they were so dominant in both hardware and software; they couldn’t have really abandoned either.

Nokia should have adopted Android, they didn’t as they thought Android was way behind, and of course a competitor. Nokia now has becum a History Lesson..

Moral of the story is....

If you cannot beat them, join them...hihihi..

To Our Success!

Meow

*Food for thoughts*...

Do you know that in 2007, around half of all mobile phones sold were Nokia phones?. These guys were massively dominant!

However, in 2007 something happened that you can’t really blame Nokia for. A Smart Guy, Steve Jobs, made this insanely great smartphone that didn’t even have a keyboard, the iPhone. Not only that, he made buying apps so easy that people would actually buy them, making smartphones so much more useful.

And then, to make matters worse, Google decided to partner with every smartphone manufacturer in the world via Android, which would emulate the iPhone. And they didn’t care whether they made any money or not so gave the software for free.

As for Nokia, it’s far more difficult changing a legacy software, like Symbian, than making an essentially new one like Google did with Android. And given they were so dominant in both hardware and software; they couldn’t have really abandoned either.

Nokia should have adopted Android, they didn’t as they thought Android was way behind, and of course a competitor. Nokia now has becum a History Lesson..

Moral of the story is....

If you cannot beat them, join them...hihihi..

To Our Success!

Meow

metaverse "JAKARTA, Indonesia (AP) — Microsoft will invest $1.7 billion over the next four years in new cloud and artificial intelligence infrastructure in Indonesia — the single largest investment in Microsoft’s 29-year history in the country — Microsoft CEO Satya Nadella said Tuesday. Microsoft runs one of the world’s largest cloud computing operations and has taken a significant step into artificial intelligence by incorporating an AI chatbot into its search engine, Bing. Its earnings report Thursday said profit rose 20% for the January-March quarter as it tries to position itself as a leader in applying artificial intelligence technology to make workplaces more productive."

Comment: $1.7b for Microsoft is only a small potato but for YTLPower will be like a huge mountain of debt. It is the same as Dr. M was trying to push for automobile industry but eventually failed as we don't have domestic market big enough to support such a fancy high tech industry.
30/04/2024 4:44 PM

Yes metaverse..

https://news.microsoft.com/en-my/2021/04/19/microsoft-announces-plans-to-establish-its-first-datacenter-region-in-malaysia-as-part-of-bersama-malaysia-initiative-to-support-inclusive-economic-growth/

Remember, Microsoft has already made significant investments in Malaysia. As part of its “Bersama Malaysia” initiative, Microsoft announced plans to establish its first datacentre region in the country. This move aims to deliver trusted cloud services locally, ensuring world-class data security and privacy.

Additionally, Microsoft is committed to skilling an additional 1 million Malaysians by the end of 2023 to create economic opportunities in the digital era. The investment is estimated to generate up to USD 4.6 billion in new revenues for local partners and cloud-consuming customers over the next four years. Furthermore, this initiative aligns with Malaysia’s goal to become a regional leader in the digital economy.

Meow

Yes Lah..

A good CEO will create wealth for all shareholders. How many stocks listed in KLSE can make one billion PAT a year?

Jensen Huang, the CEO of Nvidia, recognized the potential of Malaysia as a data center infrastructure hub for Southeast Asia. Here’s why he chose to collaborate with YTL Power International (YTLP):

•Strong Infrastructure: Malaysia boasts a successful data center infrastructure layer, which is crucial for AI and cloud computing. YTLP’s expertise in power and property aligns well with this need.
•Strategic Location: The data center project is likely to be anchored at YTL’s data center complex in Johor, a strategic location in southern Malaysia.
•Access to Land, Facilities, and Power: Malaysia provides essential resources for data centers, including land, facilities, and reliable power supply.
•YTL’s Role: Jensen Huang praised YTL as an extraordinary company and emphasized Malaysia’s importance as a growing technology hub in Southeast Asia.
•Privileged Partnership: Nvidia considers it a privilege to partner with YTL in any capacity.

This collaboration underscores Malaysia’s potential as an AI and computing hub, and YTLP’s role is pivotal in making it a reality!

Meow Meow Meow

Lovely sharing guys...

Into the Blue Skies....

https://www.travelandtourworld.com/news/article/capital-a-berhads-q1-2024-report-shines-spotlight-on-airasia-berhad-and-beyond/

Life is so beautiful when you are flying with the World's Best Magician.

Syabas Tony and Team!

Meow Meow Meow

Haha so nice. Some nice Uncles and Aunties matched Mabel's bid price at 79 and 78

Let's fly to New York. Capital A shareholder would receive up to 397 Nasdaq NewCo shares for each 1,000 Capital A shares held,

To Our Success

Meow Meow Meow

#OTB Never in my life, I never believe the market cap of YTL+YTLPower is > Tenaga.
The share price of YTLPower is not at its best yet.

The share price of PIE hit 30% limit up when the company announced it has secured a sizeable AI server client that will take up the entire Plant 6.
Likewise, I believe when Nvidia takes up the 100 MW of YTLPower's data center in Kulai Johor, the share price of YTLPower will skyrocket up the roof.

This phenomenon will happen at the end of 2024 or early 2025.
Good luck.
Thank you.
29/04/2024 5:13 PM

Meow OTB..

In the research report update yesterday by Hong Leong, it gave an update on YTL Power's data centre business:

i) YTLDC – a 500MW capacity of green data centre plan over 10 years (depending on demand). We understand the first phase of the planned 48MW DC1 (mainly for Shopee) will begin contributing in 4QFY24. YTLDC has also started construction for DC2 (estimated 100MW) for AI cloud infrastructure (under YTLCom) and is working on next DCs in the pipeline (potentially 100MW each) for potential clients. When the segment matures, the earnings contribution could be in the tune of billions, and we do not discount potential monetisation of the assets.

ii) AI-DC – estimated 100MW, collaborating with NVidia for technology and support (under YTLCom). We understand the first stage will be utilizing NVidia’s H100 chipsets and the subsequent stage will be utilizing NVidia recently launched GB200 chipsets. We understand that YTL will be one of first deployment of GB200 globally (given priority by NVidia), thereby resulting strong demand for YTL’s AI infrastructure. Given YTL’s strong balance sheet, we reckon it could become NVidia’s go to partner for ASEAN expansion.

iii) RE ventures – 500MW LSS to support YTLDC’s green powered capacity with further growth opportunities for potential RE export growth. Up to 122.5MW WTE to be co-developed with KDEB.

Data Centre can be YTL Power pull factors along with other existing goodies YTL Power can offer...