Indeed Chloe!!!

Meow Meow Meow

Indeed Guys!!!!!

Meow Meow Meow

This morning Mabel add more Capital A at 78.5 sen when some nice Uncles and Aunties matched Mabel's queue. Thank you so much...

As the proverbial tailwinds behind the aviation sector have turned positive. The USD and fuel prices have eased markedly, lowering expenses in the process. We also gather that fares will rise following MAS’ decision to temporarily cut capacity.

Maybank maintain CAPITALA and AAX BUY calls, earnings estimates and TPs for now but under a ‘blue sky’ scenario, we estimate that our CAPITALA and AAX FY25 earnings estimates could double if the status quo of relatively stronger MYR and lower jet fuel prices hold.

In fact, 2015 and 2016 were so profitable that CAPITALA generated a huge 2016 core net profit of MYR1.64b and AAX generated a maiden 2016 core net profit of MYR102.7m. Although the current total fleet count of Malaysian airlines of 262 is only 4% below the 2019 figure of 274, the demand-supply situation is a lot tighter on the ground. Of MAA’s 102 aircraft, only 84 are active while the rest are under/ awaiting MRO. Of MAS’ 77 aircraft, only 67 are active while the rest are under/ awaiting MRO. Ostensibly, 10 of MAS’ aircraft were recently parked due to the aforesaid operational difficulties. Adding the active aircraft of AAX, Firefly, MASWings and Batik Air Malaysia, there are only 223 active aircraft currently or 15% below the 2019 figure. This is why we believe that fares will likely trend higher.

To Our Success !

Meow Meow Meow

Now back to 0.035 sen...Hihihi...

Here are the ranking of Mabel's Banks based on their latest quarterly results (Q2 2024)- Dividend enough to cover Mabel's exposures in PN 17 Sapnrg and Capital A..

*Revenue*

Maybank: MYR 14.92 billion
CIMB: MYR 5.6 billion
BIMB: MYR 590.2 million

*Earnings (Net Profit)*

Maybank: MYR 5.02 billion
CIMB: MYR 1.96 billion
BIMB: MYR 137.2 million

*Dividend*

Maybank: 29 sen per share
CIMB: 27 sen per share
BIMB: 4.22 sen per share

To Our Success !

Meow Meow Meow

Wait lah...let see what happen this 27th September..

Good News this morning. Here are the key points:

Fed Cuts Rates: The Federal Reserve cut interest rates by half a percentage point, citing increased confidence in inflation moving towards 2%.

Economic Projections: Policymakers expect further rate cuts, with the benchmark rate falling to 2.75%-3% by 2026.

Market Reactions: US stocks gained, the US dollar fell, and Treasury yields dropped following the announcement.

Labour Market Concerns: The Fed’s decision reflects concerns about a potential slowdown in the job market, despite progress on inflation.

As T#1 said..."Ringgit continues to strengthen wohoo"

To Our Success !

Meow Meow Meow

Look like Mabel's 3 Great Builders of Infrastructures, Properties and Data Centers; Gamuda, Sunway and Sime Darby Property are on it's way to hit all time high...

Soon Banks will be joining soon..

Look like Mabel's 3 Great Builders of Infrastructures, Properties and Data Centers; Gamuda, Sunway and Sime Darby Property are on it's way to hit all time high...

Soon Banks will be joining soon..

Look like Mabel's 3 Great Builders of Infrastructures, Properties and Data Centers; Gamuda, Sunway and Sime Darby Property are on it's way to hit all time high...

Soon Banks will be joining soon..

Capital A 82 sen...hihihi

Life is soooo beautiful..

Soon it's Sapnrg turn...

Meow Meow Meow

82 sen...hihihi

Life is soooo beautiful..

Good News this morning. Here are the key points:

Fed Cuts Rates: The Federal Reserve cut interest rates by half a percentage point, citing increased confidence in inflation moving towards 2%.

Economic Projections: Policymakers expect further rate cuts, with the benchmark rate falling to 2.75%-3% by 2026.

Market Reactions: US stocks gained, the US dollar fell, and Treasury yields dropped following the announcement.

Labour Market Concerns: The Fed’s decision reflects concerns about a potential slowdown in the job market, despite progress on inflation.

Good News this morning. Here are the key points:

Fed Cuts Rates: The Federal Reserve cut interest rates by half a percentage point, citing increased confidence in inflation moving towards 2%.

Economic Projections: Policymakers expect further rate cuts, with the benchmark rate falling to 2.75%-3% by 2026.

Market Reactions: US stocks gained, the US dollar fell, and Treasury yields dropped following the announcement.

Labour Market Concerns: The Fed’s decision reflects concerns about a potential slowdown in the job market, despite progress on inflation.

Good News this morning. Here are the key points:

Fed Cuts Rates: The Federal Reserve cut interest rates by half a percentage point, citing increased confidence in inflation moving towards 2%.

Economic Projections: Policymakers expect further rate cuts, with the benchmark rate falling to 2.75%-3% by 2026.

Market Reactions: US stocks gained, the US dollar fell, and Treasury yields dropped following the announcement.

Labour Market Concerns: The Fed’s decision reflects concerns about a potential slowdown in the job market, despite progress on inflation.

Good News this morning. Here are the key points:

Fed Cuts Rates: The Federal Reserve cut interest rates by half a percentage point, citing increased confidence in inflation moving towards 2%.

Economic Projections: Policymakers expect further rate cuts, with the benchmark rate falling to 2.75%-3% by 2026.

Market Reactions: US stocks gained, the US dollar fell, and Treasury yields dropped following the announcement.

Labour Market Concerns: The Fed’s decision reflects concerns about a potential slowdown in the job market, despite progress on inflation.

Good News this morning. Here are the key points:

Fed Cuts Rates: The Federal Reserve cut interest rates by half a percentage point, citing increased confidence in inflation moving towards 2%.

Economic Projections: Policymakers expect further rate cuts, with the benchmark rate falling to 2.75%-3% by 2026.

Market Reactions: US stocks gained, the US dollar fell, and Treasury yields dropped following the announcement.

Labour Market Concerns: The Fed’s decision reflects concerns about a potential slowdown in the job market, despite progress on inflation.

Good News this morning. Here are the key points:

Fed Cuts Rates: The Federal Reserve cut interest rates by half a percentage point, citing increased confidence in inflation moving towards 2%.

Economic Projections: Policymakers expect further rate cuts, with the benchmark rate falling to 2.75%-3% by 2026.

Market Reactions: US stocks gained, the US dollar fell, and Treasury yields dropped following the announcement.

Labour Market Concerns: The Fed’s decision reflects concerns about a potential slowdown in the job market, despite progress on inflation.

#pang72 Holly shit...
Meow meow...
Cimb sudah gilar baby lo...

$10 mari lo
18/09/2024 3:26 PM

Still holding CIMB and Maybank..

Yesterday sold 30 % of BIMB at RM 2.69...

So nice...

Good News this morning. Here are the key points:

Fed Cuts Rates: The Federal Reserve cut interest rates by half a percentage point, citing increased confidence in inflation moving towards 2%.

Economic Projections: Policymakers expect further rate cuts, with the benchmark rate falling to 2.75%-3% by 2026.

Market Reactions: US stocks gained, the US dollar fell, and Treasury yields dropped following the announcement.

Labour Market Concerns: The Fed’s decision reflects concerns about a potential slowdown in the job market, despite progress on inflation.

Meow Meow Meow

The reduction of interest rate will benefit property, infrastructure, utility companies while lower interest rates can present challenges for banks, they can also create opportunities through increased lending activity and improved asset quality.

The reduction of interest rate will benefit property, infrastructure, utility companies while lower interest rates can present challenges for banks, they can also create opportunities through increased lending activity and improved asset quality.

The reduction of interest rate will benefit property, infrastructure, utility companies while lower interest rates can present challenges for banks, they can also create opportunities through increased lending activity and improved asset quality.

Meow

Mabel still holding..

https://www.youtube.com/watch?v=sim825dUWuc

Meanwhile all the Mabel 12 Prince of Malaya are flying high in the sky of love with Capital A with the biggest gain of 3.27%...

More good news cumming….

Nice to engage with a True Magician!

To Our Success !

Meow

Haha More good news cumming...

JPMorgan shifted its outlook on CIMB Group Holdings Bhd (CIMB:MK) (OTC: CIMDF), upgrading the stock from Neutral to Overweight. Accompanying this rating change is an increased price target, now set at MYR10.00, up from the previous MYR8.00. This adjustment follows a recent meeting with the management of CIMB Group.

https://www.investing.com/news/company-news/cimb-stock-upgraded-on-focus-for-higher-returns-and-capital-reallocation--jpmorgan-93CH-3618841

Meow Meow Meow

Bursa Malaysia okays AirAsia X share listing and quotation.

Under the plan, AirAsia X Berhad, trading as AirAsia X, will pay MYR6.8 billion ringgits (USD1.58 billion) to buy Capital A's equity interests in AirAsia Berhad, operator of AirAsia, and AirAsia Aviation Group Limited (AAAGL), which operates AirAsia Cambodia, Indonesia AirAsia, AirAsia Philippines, and Thai AirAsia. Around half the funds will come from a MYR3 billion (USD697 million) issuance of new shares.

https://www.ch-aviation.com/news/144788-bursa-malaysia-okays-airasia-x-share-listing-and-quotation

78 sen...hihihi

Life is soooo beautiful..

stkoay 8.49 was pushed up during pre closing on 10th Sept. (ie cum dividend)
...now, it's ex dividend.
17/09/2024 12:43 PM

Yes stkaoy,

RM 8.49 was the price on the day when Mabel sold YTL Power which is on the 10th September 2024

RM 8.38 52 weeks and Historical High was taken from one of my trading platform. Looks like it has not updated with RM 8.49..

Cheers

Meow

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

6 days ago | Report Abuse

#twobits Meow meow,
Load up any ytlp today?
09/09/2024 6:39 PM

No twobits. As Mabel’s Sifu always said “Be fearful when others are greedy” as Mabel see many Uncles and Aunties are so greedy today. Beside YTLPOWER journey with MACC has just begun and Technical Chart is still not looking great for any re-entry.

In the often-bearish month of September, Mabel strategic move paid off handsomely. Last week, Mabel locked in her profits from YTLPOWER, selling at RM 3.71 per share when the MACC News Exploded, a smart decision given her cost base of RM 3.675. This manoeuvre netted her a tidy profit of RM 0.035 per share.

With her newfound gains, today Mabel turned her attention to CIMB, capitalizing on their September promotion. She bought shares at RM 8.13 and RM 8.12, averaging out to RM 8.125 per share. As the market closed today, CIMB’s shares stood at RM 8.49, giving Mabel a solid profit of RM 0.365 per share with 0.27 sen Cash Back Coupon cuming on 27th September.

Had she held onto YTLPOWER, she would have faced a loss of RM 0.295 per share, as the stock closed at RM 3.38 today. Instead, Mabel’s astute decision-making not only shielded her from potential losses but also allowed her to capitalize on CIMB’s promotion, setting her up for a rewarding September.

CIMB September Promotion to buy before 13th September for 27 sen Cash Back Coupon (Dividend). Coupon redeemable on 27th September.

Let’s break down Mabel’s transactions and calculate the profits:
1. YTLPOWER Transaction:
Selling Price: RM 3.71
Cost Price: RM 3.675
Profit per Share: RM 3.71 - RM 3.675 = RM 0.035

2. CIMB Transactions:
Buying Prices: RM 8.13 and RM 8.12
Average Buying Price: (RM 8.13 + RM 8.12) / 2 = RM 8.125
Closing Price: RM 8.49
Profit per Share: RM 8.49 - RM 8.125 = RM 0.365

3. YTLPOWER Potential Loss:
Current Price: RM 3.38
Cost Price: RM 3.675
Loss per Share: RM 3.675 - RM 3.38 = RM 0.295

To Our Success !

Meow Meow Meow

Cheers pang72!

RM 8.38 is 52 weeks and Historical High pang72

We are so close to all time high..

77.5 sen...hihihi

Life is soooo beautiful..

Meow Meow Meow pang72!

Wow Wow Wow

Optopus + 16 sen
YTL Power -13 sen...

Volume

Optopus 13.36 million shares
YTL Power 5.28 million shares

CIMB so power...

Meow Meow Meow

Meow Meow Meow..

Like this Mabel can continue to sleep like a baby...hihihi..

Wow Wow Wow

Optopus + 13 sen
YTL Power -13 sen...

Volume

Optopus 5.7 million shares
YTL Power 3.4 million shares

CIMB so power...

Meow Meow Meow

https://theedgemalaysia.com/node/726533

Global oil demand growth is “slowing sharply” as China’s economy cools, pushing prices to a three-year low, the International Energy Agency said. Chinese economic growth is slowing down, and the penetration of the transportation system by electric cars is going at a very strong pace

World consumption increased by 800,000 barrels a day in the first half of the year, barely a third of the expansion in the same period of 2023, the adviser to major economies said in a monthly report. It’s the lowest rate since oil demand crashed during the 2020 pandemic.

Oil prices slumped below US$70 a barrel in London on Wednesday for the first time since late 2021 on concern over data from both China and the US, the world’s top two oil consumers. A major disruption to Libyan output and prolonged supply curbs by the Opec+ alliance have done little to arrest the slide.

https://theedgemalaysia.com/node/726533

Global oil demand growth is “slowing sharply” as China’s economy cools, pushing prices to a three-year low, the International Energy Agency said. Chinese economic growth is slowing down, and the penetration of the transportation system by electric cars is going at a very strong pace

World consumption increased by 800,000 barrels a day in the first half of the year, barely a third of the expansion in the same period of 2023, the adviser to major economies said in a monthly report. It’s the lowest rate since oil demand crashed during the 2020 pandemic.

Oil prices slumped below US$70 a barrel in London on Wednesday for the first time since late 2021 on concern over data from both China and the US, the world’s top two oil consumers. A major disruption to Libyan output and prolonged supply curbs by the Opec+ alliance have done little to arrest the slide.

Yes T#1. The strengthening of the ringgit could indeed have a positive impact on their financials, especially considering their loans are in USD. Reduced operating expenses and finance costs would also contribute to a healthier bottom line.

SinGor revenue expectation of around RM1.1 billion seems reasonable given the current market conditions. If they manage to achieve a net profit of around RM100 million without impairment costs, that would be a significant turnaround for the company.

Let’s hope for the best and see if your optimistic forecast comes true!

https://www.youtube.com/watch?v=yYM2RP31ARI

Very smart of the Pope to choose Singapore as the last leg of his journey so he can travel home on the World Best Airline !

Singapore Airlines has a stellar reputation! They understand what Marketing is all about. There are approximately 2.38 billion Christians worldwide, making up nearly one-third of the global population. Now various denominations such as Roman Catholics, Protestants, and Orthodox Christians will fly Singapore Airlines!

…and it does not stop there. When they cum to Malaysia, dapur Siti flourish since everyone loves Mabel Oil. The tourism sector has a significant multiplier effect on the economy. When tourists visit Malaysia, they spend money not only on accommodation and transportation but also on various other services and products. Here are some potential indirect benefits:

1. Food & Beverage (F&B): Tourists dining out at local restaurants, cafes, and street food vendors can lead to a substantial increase in revenue for the F&B sector. More demand means more jobs in the hospitality and service industries.

2. Retail: Tourists often spend on souvenirs, clothing, and other retail goods, boosting sales for local businesses. High-spending tourists may also purchase luxury items, benefiting high-end retailers.

3. Transportation: Increased use of taxis, ride-sharing services, and public transportation. Higher demand for rental cars for tourists exploring different parts of Malaysia.

4. Entertainment & Leisure: Increased visits to theme parks, museums, and cultural sites. Higher attendance at local events, concerts, and festivals.

5. Real Estate: Growth in demand for short-term rental properties like Airbnb. Some tourists may consider investing in local real estate.

6. Healthcare & Wellness: Tourists seeking medical treatments or wellness services can boost the healthcare sector. Increased patronage of spas and wellness centers.

The tourism multiplier effect can be significant, with estimates suggesting that every ringgit spent by tourists can generate an additional 1.5 to 2 ringgit in indirect economic activity. Considering the projected tourism revenue of 85 billion MYR in 2024, the indirect economic impact could potentially add another 127.5 to 170 billion MYR to the economy. These indirect benefits highlight the broader economic impact of a thriving tourism sector.

Meow Meow Meow

#Income How big will Sotong getting to? We shall see．
15/09/2024 9:12 AM

Haha Income dear,

Benchmarking...

While YTL POWER Forum Non -Stop Chit Chat 24x7 over the last 2 days, Sotong Shareholders here all sleeping like a baby...very quiet...

That show how confident Sotong Shareholders are...hihihi

To Our Success !

Meow

More Tourist more incums for Malaysia..

In 2023, Malaysia’s tourism revenue saw a significant increase, reaching approximately 71 billion Malaysian ringgit (MYR), up from around 28 billion MYR in 2022. This growth reflects a strong recovery in the tourism sector following the challenges posed by the COVID-19 pandemic.

For 2024, Malaysia’s tourism revenue is expected to continue its upward trend, with projections estimating it could reach around 85 billion Malaysian ringgit (MYR). This optimistic outlook is based Increased International Arrivals, Malaysian government and tourism boards are actively promoting the country as a prime travel destination and Hosting international events and conferences can attract more visitors.

PETALING JAYA: Malaysia is on its way to fully recovering to pre-pandemic levels in terms of tourist arrivals, with India leading the growth in numbers.

Singaporeans make up the largest pool of tourists, but it is the number of Indian tourists that has spiked the most since 2019.

Some 537,000 tourists from India visited Malaysia between January and June this year, an increase of 51.6% from the 354,000 in the same period in 2019. That’s a jump of 183,007 people, according to data from Tourism Malaysia.

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.

Here’s a list of the 16 countries from which tourist numbers have overtaken those of 2019, before the pandemic…

https://www.thestar.com.my/news/nation/2024/09/10/interactive-indian-tourists-record-biggest-jump-in-malaysia

The latest challenge has surfaced for American planemaker Boeing (BA), whose biggest labor union just voted overwhelmingly to walk off the assembly line. A strike that started at midnight Pacific time will shut down production of its best-selling jets, including the 737, 777 and 767. An extended stoppage would weigh on the financials of Boeing and make things worse for the jetliner industry, which is already struggling with capacity shortages.

What happened? Tens of thousands of machinists (95%) rejected a labor deal struck between union leaders and Boeing executives. The contract offered a 25% wage increase over four years, as well as pledges for local manufacturing, more retirement benefits and lower healthcare costs, but employees felt that would not be enough after a decade of stagnating pay and the current cost of living. Prior to the vote, Boeing maintained that it offered as much as it could given to its finances, with a soaring debt load that has topped $60B.

It's the first big test for Boeing CEO Kelly Ortberg, who took the yoke last month to steer the company towards better brighter skies. The planemaker's reputation has suffered in recent years amid questions over safety and lack of accountability. Two crashes in 2018/19 uncovered design flaws with the MCAS system, a 737 MAX door plug blew out mid-flight in January, and more recently, Boeing's Starliner spacecraft couldn't make it back to Earth with its crew on board.

A striking success: Unions and walkouts have notched strong results over the past year, as new leadership and members spot the opportunity for leverage. That has led to new labor agreements for the auto industry, for Hollywood, and even others in the aerospace sector, like the machinists at Spirit AeroSystems (SPR), which was later bought by Boeing. Will the surge in industrial action impact even more industries?

https://www.msn.com/en-us/money/companies/boeing-union-goes-on-strike-halting-737-production/ar-AA1qssO2?ocid=nl_article_link

In H2 2024, Capital A said it plans to reactivate 15 more aircraft and expects eight new deliveries, boosting its operational fleet from 82% in Q2 2024. Aviation should be on track for Capital A since we are using AirBus..

Basically: Boeing Co faces potential disruptions in its aircraft production as workers decide on a strike.

What Happened: Over 30,000 Boeing employees are set to strike on Friday after rejecting a proposed labor contract, reported CNBC. Workers in Seattle and Oregon voted 94.6% against the tentative agreement, which was presented by Boeing and the International Association of Machinists and Aerospace Workers

Meow Meow Meow

Now Mabel can sleep like a baby...

#stkoay Meow Meow so panlai :)
13/09/2024 12:56 PM

pang72 Congrate mabel sold all ytlp switching to Sotong:)
13/09/2024 2:36 PM

pang72 Bro stkoay,
HUAT huat in banking now..
Free Cash coupon continue flew into my bank account...
..... Some more, exdate price is so stable, upward gradually...
Soon cover all drvidrnd gap
13/09/2024 2:37 PM

stkoay Congratulation Bro pang72

both meow & you are so panlai

...bcos you all so panlai, I also follow huat :)
13/09/2024 2:53 PM

pang72 Meow meow is our marketing manager to promote Sotong at ytlp..
People cut loses ytlp switch to Sotong.
So, Sotong gains more popularity now mah
13/09/2024 3:46 PM

Thank you and Indeed Gentlemen. YTL Power has been a great counter and Profitable trading counter for Mabel. Loves the Team there...

Let’s break down Mabel’s transactions and calculations step-by-step:

1. YTLPOWER Transaction: SELL ALL on 9th September 2024
Selling Price: RM 3.71
Cost Price: RM 3.675
Profit per Share: RM 3.71 - RM 3.675 = RM 0.035

2. CIMB Transactions: ACCUMULATE MORE CIMB on the 9th September 2024
Buying Prices: RM 8.13 and RM 8.12
Average Buying Price: (RM 8.13 + RM 8.12) / 2 = RM 8.125
Closing Price: RM 8.16 (13th September Dividend Ex Date)
Profit per Share: RM 8.16 - RM 8.125 = RM 0.035
Dividend: RM 0.27 per share
Total Profits per Share: RM 0.035 (profit) + RM 0.27 (dividend) = RM 0.305

3. YTLPOWER Potential Loss: If Continue to HOLD with MACC still breathing at YTL Power
Current Price: RM 3.66 (13th September 2024)
Cost Price: RM 3.675
Loss per Share: RM 3.675 - RM 3.66 = RM 0.015

4. Summing up: CIMB did great. Instead of price retrace on Ex Dividend date, CIMB continue to climbs 23 sen.

Total Profits per Share: RM 0.305 (CIMB) + RM 0.035 (YTLPOWER) = RM 0.34
Potential Capital Appreciation of RM RM 1.34 based on CIMB Target Price of RM 9.50.
Potential lucrative dividend from Malaysian 3rd Largest Bank.
Best decision Mabel ever made to top up more CIMB before ex date..

To Our Success
Meow Meow Meow

Yes pang72

Really amazing...

Best decision Mabel ever made to top up more CIMB before ex date..

Soooooo apy!!!!

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. In Shaa Allah 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.

Well SinGor the revenue and profit expectations seem optimistic but reasonable, considering the potential improvements in their financial situation. Let’s hope for the best!