JrWarren Without official figure, the shareholders can either guess the figure after AA gone OR use available information to reverse engineer and calculate the possible profit.

In classroom, we learn 1 + 1 = 2 , we also learn reverse engineering the equation to 2 - 1 = 1 .
This is the maximum hint I can offer, if you are too lazy to do the homework, perhaps can start selling your Cap A stock.
You will be surprise with the profit and EPS from non-aviation segment.
26/09/2024 12:49 PM

What JR said is true and pretty smart...

This is Mabel's dream...stand to be corrected...only times will tells...

Capital A announced the mechanics of its restructuring plan in its efforts to address its PN17 status. As part of the plan, Capital A proposed to dispose of AirAsia Bhd (AAB), which owns the Malaysian aviation operation, and AirAsia Aviation Group Ltd (AAG), which manages the Indonesian, Thai, Philippine and Cambodian operations, for RM6.8 billion to AAX.

Capital A will still own an 18.39% stake in AAG.

If AAX revenue in 2025 is RM 12.4 Billion, Capital A’s gain from its 18.39% stake in AirAsia Aviation Group Ltd (AAG) based on AAX’s projected revenue of RM12.4 billion in 2025, Capital A would gain approximately RM2.28 billion from its 18.39% holding in AAG if AAX’s revenue in 2025 is RM12.4 billion from the aviation business.

Then we need to add other revenue from post restructuring. Capital A will retain ownership of the four major business segments, namely the maintenance, repair and overhaul (MRO) operations under Asia Digital Engineering (ADE), logistics under Teleport, the AirAsia MOVE SuperApp, and digital finance service BigPay.

Post-restructuring, Capital A will retain ownership of four major business segments: Asia Digital Engineering (ADE), Teleport, AirAsia MOVE SuperApp, and BigPay.

To estimate the potential revenue from these segments, let’s consider their individual growth prospects and market trends:

Asia Digital Engineering (ADE): The MRO market is expected to grow significantly due to the increasing number of aircraft and the need for maintenance services. If ADE captures a substantial market share, it could generate significant revenue. For instance, if the global MRO market is projected to be worth around USD 100 billion by 2025, and ADE captures even 1% of this market, it could generate approximately USD 1 billion (around RM 4.6 billion).

Teleport: As a logistics provider, Teleport benefits from the growing e-commerce and logistics market in Southeast Asia. If Teleport can capture a significant share of this market, its revenue could be substantial. For example, if the Southeast Asian logistics market is projected to be worth USD 55 billion by 2025, and Teleport captures 2% of this market, it could generate around USD 1.1 billion (approximately RM 5 billion).

AirAsia MOVE SuperApp: This app integrates various services, including travel, e-commerce, and financial services. The potential revenue from this segment depends on user adoption and transaction volume. If the app can generate USD 500 million (around RM 2.3 billion) in revenue from various services by 2025, it would be a significant contributor.

BigPay: As a digital finance service, BigPay can benefit from the growing fintech market in Southeast Asia. If BigPay captures a significant share of the digital payments market, it could generate substantial revenue. For instance, if the digital payments market in Southeast Asia is projected to be worth USD 1 trillion by 2025, and BigPay captures 0.1% of this market, it could generate around USD 1 billion (approximately RM 4.6 billion).

Summing up these estimates, the potential revenue from these four segments could be around RM 16.5 billion by 2025. This is a rough estimate and actual figures could vary based on market conditions and the company’s performance.

Hence if you add the 18.39% stake in AAG, that will sum up to an estimate RM 16.5 billion+ RM 2.28 billion = RM 18.78 billion...

Hope Mabel's dream will cums true...

Meow Meow Meow

Me too :)

Air India and Lion Air, the two airlines in Asia with the largest number of 737 Max jets due this decade, were speechless..

Stand to be corrected…

Capital A announced the mechanics of its restructuring plan in its efforts to address its PN17 status. As part of the plan, Capital A proposed to dispose of AirAsia Bhd (AAB), which owns the Malaysian aviation operation, and AirAsia Aviation Group Ltd (AAG), which manages the Indonesian, Thai, Philippine and Cambodian operations, for RM6.8 billion to AAX.

Capital A will still own an 18.39% stake in AAG.

If AAX revenue in 2025 is RM 12.4 Billion, Capital A’s gain from its 18.39% stake in AirAsia Aviation Group Ltd (AAG) based on AAX’s projected revenue of RM12.4 billion in 2025, Capital A would gain approximately RM2.28 billion from its 18.39% holding in AAG if AAX’s revenue in 2025 is RM12.4 billion from the aviation business.

Then we need to add other revenue from post restructuring. Capital A will retain ownership of the four major business segments, namely the maintenance, repair and overhaul (MRO) operations under Asia Digital Engineering (ADE), logistics under Teleport, the AirAsia MOVE SuperApp, and digital finance service BigPay.

Meow

Ownership Name Shares Current Value Change % Portfolio %
41.3%
Permodalan Nasional Berhad
7,582,461,268 RM 303.3m 0.68% 0.17%
11.2%
Sapura Holdings Sdn. Bhd.
2,065,294,635 RM 82.6m 0% no data
1.78%
Shahril bin Shamsuddin
327,620,288 RM 13.1m 87.4% no data

PNB still call the shot...

#kyliew [TERKINI] Adik Tan Sri Shahril mahu Sapura Holdings digulungkan
25/09/2024 17:57 MYT

https://www.astroawani.com/videos/bisnes-x7ko7h/terkini-adik-tan-sri-s...

GG
26/09/2024 1:36 AM


Sapura Holdings and Sapura Energy Berhad (SAPNRG) are related but not the same company.

Sapura Holdings is a private investment holding company with diverse interests across various industries, including oil and gas, telecommunications, and property development.

Sapura Energy Berhad (SAPNRG), on the other hand, is a publicly listed company on Bursa Malaysia. It specializes in integrated oil and gas services and solutions, covering the entire upstream value chain.

So, while they are connected through their shared history and ownership, they operate as distinct entities with different focuses and structures.

Meow

Yesterday some Uncles matched Mabel's selling price at 50% Holding at RM 5.80...

Today collect back RM 5.62

SDG has been climbing steadily lately...

https://www.msn.com/en-my/lifestyle/other/mechanical-engineer-turns-rm1-masala-tea-and-coffee-into-a-rm100-000-monthly-empire/ar-AA1qTfuu?ocid=nl_article_link........

This is Brilliant!

Another Magician like Tony Fernandez turning a RM 1 Teh Tariq into a RM 100,000 business monthly...

Congratulations, Kavievanan! Your Tea Thambi brand is yet another innovative creation from Mabel Oil. It will thrive as everyone loves Mabel Oil.

Tagline: “Now Everyone Can TT”

...another potential Santan menu when ever you on board Air Asia Flights...

To Our Success

Meow Meow Meow

BIMB up +0.36%, CIMB and MBB today retrace...

To date, the Malaysian government, through its sovereign wealth fund Khazanah Nasional, has injected a total of RM28 billion into Malaysia Airlines1. This includes a recent commitment of RM3.6 billion to support the airline’s restructuring and operations until 2025..

Remember Capital A is more than an airline. It is our investment holding with a broad portfolio of synergistic travel and lifestyle businesses. Magician Tony was braved and smart to turn a RM 1 Company into a World Best Low-Cost Airlines without any bail out from Malaysian Taxpayers so that Everyone Can Fly…

Meanwhile our Chloe has been busy traveling around Japan for the past 3 days. Thanks to Ericsson’s Softbank 5G network she’s able to communicate with us. SoftBank Japan uses Ericsson’s 5G technology. Ericsson has been a key partner for SoftBank in deploying their 5G network. They have collaborated on various projects, including the deployment of Japan’s first Multi-Operator Radio Access Network (MORAN) with KDDI and SoftBank.

This is also why Magician Tony is focusing on MRO service. Asia-Pacific aircraft services market seen doubling to US$129b by 2043 — Airbus report as everyone like loves to fly to meet their customers.

In Japan, domestic air travel is primarily dominated by two major airlines: Japan Airlines (JAL) and All Nippon Airways (ANA). These airlines offer extensive networks covering over 50 airports across the country. Additionally, there are several low-cost carriers (LCCs) that are popular for domestic travel:

• Skymark Airlines: Known for its extensive route network and moderate fares.
• Peach Aviation: Japan’s first genuine low-cost carrier, offering competitive fares.
• Jetstar Japan: Operates the largest domestic network among LCCs.
• Air Do: Focuses on routes between Tokyo and Hokkaido.
• Starflyer: Offers routes centered around Kitakyushu and nearby regions.

These airlines provide a range of options depending on your budget and destination. However non of them are able to beat Capital A’s outstanding achievement *15X World Best Low Cost Airlines*.

Meow

Brilliant pang72...it's all in the family...

Cheers pang72!

#pang72 Mabel,
Capital A and AAX are turned around company after exit pn17.
I have high hope on red aeroplane too
23/09/2024 7:31 PM

Indeed pang72..

Do you know that Stocks for travel companies like Booking.com and Airbnb have been performing well. For instance, Airbnb has shown strong financial results, reflecting a robust recovery in travel demand

Visitor Increase in SE Asia: Countries in Southeast Asia have indeed reported a significant increase in visitors. For example, Malaysia saw 20 million tourist arrivals in 2023, which is 77% of pre-pandemic levels. This increase in tourism typically indicates higher disposable income among travelers, as they are willing to spend on travel and leisure activities.

Brent down 69, Interest rate cut done and still cumming, Summer/ Festive travels, Asian Currencies up against USD, Competitors bite the dust, Hike in Capacities. As shared earlier both flights to and from East Coast from Mabel recent vacation are in full capacity with Tourists and travelers who loves to fly. Mabel is still Overweight on the Aviation sector. We expect CAPITALA and AirAsia X to have a profitable 2024

Remember Capital A is more than an airline. It is our investment holding with a broad portfolio of synergistic travel and lifestyle businesses. Magician Tony was braved and smart to turn a RM 1 Company into a World Best Low-Cost Airlines without any bail out from Malaysian Taxpayers so that Everyone Can Fly…

When this Airlines is out of PN17 next year, Foreign Fund will start buying this 15X World's Best Low-Cost Airline..

To Our Success !

Meow Meow Meow

hihihi..

Meow Meow Meow

and Here's why...

AirAsia expects 10% boost to revenue from additional domestic routes, seats

Indeed pang72...sotong will also cums just like Mabel Airlines...

To Our Success !

Meow Meow Meow

Stock: [CAPITALA]: CAPITAL A BERHAD

24 minutes ago | Report Abuse

Life is also beautiful with the Magicians. Our Capital A hits Mabel’s Target prices at 93 sen with about 54 million shares traded. Capital A also breaches the 10 year downtrend line resistance on the Technical charts..

Our adventures continue…

Good Progress today it closed at 4 sen...

Life is so beautiful with the hardworking Annuar..

Financial Outlook: Mabel expectation of a net profit without impairment costs, driven by the strengthening of the ringgit and reduced operating expenses and finance costs. Sapura Energy’s loans are in USD, and a stronger ringgit could positively impact their financials...

Meow Meow Meow

Stock: [CAPITALA]: CAPITAL A BERHAD

21 minutes ago | Report Abuse

Life is also beautiful with the Magicians. Our Capital A hits Mabel’s Target prices at 93 sen with about 54 million shares traded. Capital A also breaches the 10 year downtrend line resistance on the Technical charts..

Life is also beautiful with the Magicians. Our Capital A hits Mabel’s Target prices at 93 sen with about 54 million shares traded. Capital A also breaches the 10 year downtrend line resistance on the Technical charts..

Our adventures continue…

Purrrrfect!!!!

Today our Capital A touches 93 sen with more than 53 million shares traded...

Life is so beautiful with the Magicians....

Today Sime rebound...

KUALA LUMPUR, Sept 23 — Capital A Bhd will hold an extraordinary general meeting (EGM) on Oct 14, 2024, where the proposed disposal of its aviation business to sister company AirAsia X Bhd (AAX) will be tabled for shareholders’ approval.

https://www.malaymail.com/news/malaysia/2024/09/23/why-the-ringgit-was-worlds-top-performing-currency-last-week-and-what-this-means-for-malaysia/151287#google_vignette

KUALA LUMPUR, Sept 23 — The ringgit climbed to a 30-month high of 4.1815 against the US dollar on Friday to end the week as the world’s top-performing currency as it rode on the US Federal Reserve’s unexpectedly large interest rate cut that sparked euphoria for markets around the world. For the year to date, the ringgit has regained over 11 per cent of its value against the US dollar.

Factors Behind the Surge: The rise is attributed to the US Federal Reserve’s interest rate cut, increased investor confidence in Malaysia’s economy, and stable political leadership.

Impact on Importers: Importers, especially those trading in US dollars, stand to benefit from the stronger ringgit, potentially lowering costs for industries like automotive, healthcare, and food.

Broader Currency Gains: The ringgit has also strengthened against other major currencies, including the euro, Singapore dollar, and Japanese yen.

https://www.malaymail.com/news/malaysia/2024/09/23/why-the-ringgit-was-worlds-top-performing-currency-last-week-and-what-this-means-for-malaysia/151287#google_vignette

KUALA LUMPUR, Sept 23 — The ringgit climbed to a 30-month high of 4.1815 against the US dollar on Friday to end the week as the world’s top-performing currency as it rode on the US Federal Reserve’s unexpectedly large interest rate cut that sparked euphoria for markets around the world. For the year to date, the ringgit has regained over 11 per cent of its value against the US dollar.

Factors Behind the Surge: The rise is attributed to the US Federal Reserve’s interest rate cut, increased investor confidence in Malaysia’s economy, and stable political leadership.

Impact on Importers: Importers, especially those trading in US dollars, stand to benefit from the stronger ringgit, potentially lowering costs for industries like automotive, healthcare, and food.

Broader Currency Gains: The ringgit has also strengthened against other major currencies, including the euro, Singapore dollar, and Japanese yen.

Meow Meow Meow

Sslee Very bad quarter coming.
Receivables, sales and foreign assets in USD so with stronger MYR next quarter will see big lose in foreign exchange.
21/09/2024 10:41 PM

Thanks for the head up Handsome sslee.

it's all about position sizing...

To Our Success !

Meow

Good Progress today it touches 4 sen...

Life is so beautiful with the hardworking Annuar..

Financial Outlook: Mabel expectation of a net profit without impairment costs, driven by the strengthening of the ringgit and reduced operating expenses and finance costs. Sapura Energy’s loans are in USD, and a stronger ringgit could positively impact their financials...

Meow Meow Meow

Stock: [CAPITALA]: CAPITAL A BERHAD

1 minute ago | Report Abuse

Last week, Capital A broke through the previous resistance level on high volume, signaling a double bottom breakout. It also took out the 50-day SMA which adds to the bullish outlook. Another green candle would validate the breakout. 1st Resistance at 87 sen has already been breached. This week we will test the 2nd Resistance at 93 sen..

Today our Capital A touches 92 sen with about 20 million shares traded...

Life is so beautiful with the Magicians....

Capital Mabel Meow

Last week, Capital A broke through the previous resistance level on high volume, signaling a double bottom breakout. It also took out the 50-day SMA which adds to the bullish outlook. Another green candle would validate the breakout. 1st Resistance at 87 sen has already been breached. This week we will test the 2nd Resistance at 93 sen..

Today our Capital A touches 92 sen with about 20 million shares traded...

Life is so beautiful with the Magicians....

Capital Mabel Meow

As of the latest updates, Gamuda is still in the running for the Kuala Lumpur-Singapore High-Speed Rail (HSR) project. They have partnered with Malaysian Resources Corp Bhd (MRCB) to jointly bid for the role of Project Delivery Partner (PDP) for the HSR infrastructure construction on the Malaysian side.

https://theedgemalaysia.com/article/gamuda-mrcb-joint-bid-hsr-job-positive-surprise

As of the latest updates, Gamuda is still in the running for the Kuala Lumpur-Singapore High-Speed Rail (HSR) project. They have partnered with Malaysian Resources Corp Bhd (MRCB) to jointly bid for the role of Project Delivery Partner (PDP) for the HSR infrastructure construction on the Malaysian side.

https://theedgemalaysia.com/article/gamuda-mrcb-joint-bid-hsr-job-positive-surprise

Beside Maybank and CMIB, this Bank has been a darling...

LOCAL research house has upgraded Bank Islam Malaysia Bhd (BIMB) to a ‘Buy’ from ‘Hold’ with a higher 52-week target price of RM3.10, up from RM2.65...

Loves these 3 Banks..

Meow Meow Meow

Beside Maybank and CMIB, this Bank has been a darling...

LOCAL research house has upgraded Bank Islam Malaysia Bhd (BIMB) to a ‘Buy’ from ‘Hold’ with a higher 52-week target price of RM3.10, up from RM2.65...

Loves these 3 Banks..

Meow Meow Meow

This week it's Construction and Properties Week..

Next week it's Banks Week...

Meow Meow Meow

Just take a look at PN 17 Companies Capital A...

While Magician Tony is taking PN 17 Capital A to the next level, Honest and Hardworking Anuar PN 17 Lady Sapura has been busy with the Brazilian Ambassodar this weeks. They will be reporting Lady QR soon by 27th September.

Looking for another excitement here like Capital A....

Stock: [CAPITALA]: CAPITAL A BERHAD

51 minutes ago | Report Abuse

Week 38: You continue to outperform the market this week and your Capital A is up 16.3%

Hihihi...

Thank you Magician Tony...

Stock: [CAPITALA]: CAPITAL A BERHAD

1 day ago | Report Abuse

Yesterday, Capital A broke through the previous resistance level on high volume, signaling a double bottom breakout. It also took out the 50-day SMA which adds to the bullish outlook. Another green candle would validate the breakout. 1st Resistance at 87 sen has already been breached. Next week we will test the 2nd Resistance at 93 sen..

Average Target Price from 9 Analyst is RM 1.05 with a potential Max Target Price of RM 1.68..

As Usual Trade at your own risks..

To Our Success

Captain Mabel Meow

Week 38: You continue to outperform the market this week and your Capital A is up 16.3%

Hihihi...

Thank you Magician Tony...

https://www.oedigital.com/news/517024-brazil-authorities-issue-operating-license-for-atlanta-fpso

Meanwhile Brazil has several FPSO (Floating Production Storage and Offloading) units operating in its offshore oil fields. Here are some notable ones:

FPSO Guanabara: Operating in the Mero field, part of the pre-salt layer.
FPSO Almirante Barroso: Recently started operations in the Búzios field.
FPSO Sepetiba: Expected to start operations in the Mero field by the end of this year.
P-84 and P-85 FPSOs: These are part of Petrobras’ new generation of FPSO platforms designed for the Atapu and Sepia fields in the Santos Basin.
Petrobras has plans to install 11 more FPSOs in the pre-salt layer by 2027, which will significantly boost Brazil’s oil production capacity.

This FPSO Atlanta is recently licensed to Brava Energia, replacing the older Petrojarl I FPSO. Brava Energia, formed by the merger of 3R Petroleum and Enauta, has secured an operating license for the FPSO unit Atlanta from IBAMA. The company is working to meet regulatory requirements for authorization from ANP for first oil production. All subsea system and lines connections for FPSO Atlanta were completed in July, with ongoing installation of additional modules and wells.

The FPSO Atlanta, chartered by Yinson Production, can process 50,000 barrels of oil per day and store 1.6 million barrels of oil, replacing the Petrojarl I FPSO.

With this latest development Yinson closed nicely up 11 sen on Friday. Well Done Yinson!

Meow

Yesterday, Capital A broke through the previous resistance level on high volume, signaling a double bottom breakout. It also took out the 50-day SMA which adds to the bullish outlook. Another green candle would validate the breakout. 1st Resistance at 87 sen has already been breached. Next week we will test the 2nd Resistance at 93 sen..

Average Target Price from 9 Analyst is RM 1.05 with a potential Max Target Price of RM 1.68..

As Usual Trade at your own risks..

To Our Success

Captain Mabel Meow

This week it's Construction and Properties Week..

Next week it's Banks Week...

Meow Meow Meow

hihihi..

Meow Meow Meow

Meow Meow Meow...

Congrats TradingFUN !

89.5 sen...hihihi

Life is soooo beautiful.

Congrats Sslee!

85.5 sen...hihihi

Life is soooo beautiful.

83.5 sen...hihihi

Life is soooo beautiful.

If you are not sure, better stay out as there are many more companies to choose..

Let's hope for the best!

Haha remember this is a PN 17 companies...

Just take a look at PN 17 Companies Capital A...

While Magician Tony is taking PN 17 Capital A to the next level, Honest and Hardworking Anuar PN 17 Lady Sapura has been busy with the Brazilian Ambassodar this weeks. They will be reporting Lady QR soon by 27th September. Here are some key points:

Contract Renegotiation: Sapura Energy is indeed renegotiating unprofitable contracts while completing ongoing projects.

Progress in Recovery: The company has made significant progress in its recovery efforts and is on track to exit PN17 status next year.

Debt Restructuring: Key steps include debt restructuring, a solid business plan, and securing 75% lender support for the Proposed Restructuring Scheme (PRS).

Financial Outlook: Mabel expectation of a net profit without impairment costs, driven by the strengthening of the ringgit and reduced operating expenses and finance costs. Sapura Energy’s loans are in USD, and a stronger ringgit could positively impact their financials...

Indeed abcd!

Meow Meow Meow