Sslee

Sslee | Joined since 2016-08-31

Investing Experience Beginner
Risk Profile Moderate

Emotional Introvert Most defining characteristics: You are sensitive, melancholic and a perfectionist. You are a very emotional, caring and dedicated person. You believe that there is a bigger picture in life, one that we can’t really see, but we can feel. You are very compassionate, strong minded

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User Comments
Watchlist

2023-11-11 10:20 | Report Abuse

Jayatiasa
Fresh Fruits Bunches (MT)
Quarter end 30 Sept 2023
359,740.00
Quarter end 30 Sept 2022
263,948.00
Quarter end 30 June 2023
224,649.00
Market Cap: 901 Million
NOSH: 974 Million


Taaan
Fresh Fruits Bunches (MT)
Quarter end 30 Sept 2023
210,829.00
Quarter end 30 Sept 2022
212,876.00
Quarter end 30 June 2023
143,071.00
Market Cap: 1,534 Million
NOSH: 445 Million

Watchlist

2023-11-11 10:01 | Report Abuse

Repost:
Compare and contrast.

SARAWAK OIL PALMS BERHAD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description We submit herewith the SOPB Group's figures for the month of October 2023
M.TONNES
FFB 124,206
CRUDE PALM OIL 39,999
PALM KERNEL 8,982
Market Cap: 2,279 Million
NOSH: 890 Million

JAYA TIASA HOLDINGS BHD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of October 2023 as follows:

Product Production
Fresh Fruit Bunches 132,551 metric tonnes
Crude Palm Oil 26,427 metric tonnes
Palm Kernel 6,270 metric tonnes
Logs 8,915 cubic metres
Market Cap: 901 Million
NOSH: 974 Million

Stock

2023-11-11 09:49 | Report Abuse

Compare and contrast.

SARAWAK OIL PALMS BERHAD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description We submit herewith the SOPB Group's figures for the month of October 2023
M.TONNES
FFB 124,206
CRUDE PALM OIL 39,999
PALM KERNEL 8,982
Market Cap: 2,279 Million
NOSH: 890 Million

JAYA TIASA HOLDINGS BHD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of October 2023 as follows:

Product Production
Fresh Fruit Bunches 132,551 metric tonnes
Crude Palm Oil 26,427 metric tonnes
Palm Kernel 6,270 metric tonnes
Logs 8,915 cubic metres
Market Cap: 901 Million
NOSH: 974 Million

Stock

2023-11-11 08:26 | Report Abuse

The Group reported a net profit of RM929.4 million in 2Q2023. The current quarter recorded a gain of RM1,369.3 million from remeasurement of an associate to subsidiary, Asia Aviation Public Company Limited Group (“AAV”).

CapA Q2 without the remeasurement book gain of RM1,369.3 million, Q2 is a lose making quarter.

Stock

2023-11-11 08:20 | Report Abuse

CapA Q1 2023:
Group Revenue : RM2.5 billion
Group EBITDA & Profit after tax : RM502 million & RM26 million

Stock

2023-11-11 08:15 | Report Abuse

KLIA, 13 May 2022: Malaysia Aviation Group (MAG) has emerged as the winning entity for ‘Restructuring Deal of the Year’ at the Airline Economics’ The Aviation 100 Deals of the Year Awards 2022 following the successful restructuring exercise, which saw the Group reduce its liabilities of over RM15 billion and eliminating RM10 billion in debt mounted from decades-long issues of its balance sheet.

MAS can return to profitability because of debts restructure. CapA will struggling with debts for very long time.

Stock

2023-11-11 08:11 | Report Abuse

PETALING JAYA: Malaysia Aviation Group (MAG) the parent company of Malaysia Airlines saw its best ever quarter performance since the past two decades.
The group said it achieved a record net profit after interest and tax of RM1.146bil in the fourth quarter last year.

CapA
Revenue: RM2.4 billion for 4Q2022
EBITDA : RM489 million for 4Q2022
Profit after tax : RM172 million for 4Q2022

Stock

2023-11-10 17:34 | Report Abuse

Another very good FFB havesting for month Oct 2023

JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of October 2023 as follows:

Product Production
Fresh Fruit Bunches 132,551 metric tonnes
Crude Palm Oil 26,427 metric tonnes
Palm Kernel 6,270 metric tonnes
Logs 8,915 cubic metres

This announcement is dated 10 November 2023.

Stock

2023-11-10 13:02 | Report Abuse

This is why the bankers, lessors, suppliers are very happy voting for Stony as "Asia Pacific CEO of The Year" at the Airline Economics’ Aviation 100 Asia Pacific Awards 2023 in Singapore.

They are very happy because no haircut from Stony.

Stock

2023-11-10 12:55 | Report Abuse

This is Stony own doing for not ironed out a debts restructure when the iron is melting hot.

Stock

2023-11-10 12:51 | Report Abuse

As at 30/6/2023 Capital A
Current assets: RM 2,269,900,000
Current liabilities: RM 14,208,631,000
Net current liabilities: RM (11,938,731,000)

So just a simple question can capA not default on the the current liabilities of RM 14,208,631,000 in the next 12 months?

Stony is working like mad trying to raise cash by new borrowings, cash equity, advance sales for working capital and rollover of current liabilities just not to default on the payment due on the Current liabilities RM 14,208,631,000

Stock

2023-11-10 12:02 | Report Abuse

If you do not pay the current planes leasing payment the lessors have the right to take back the planes.

Watchlist

2023-11-10 11:21 | Report Abuse

TQ MrFox. I had traded YTLPower and YTLCorp too.
I am betting on Insas to give a better dividend and hopefully a dividend policy to unlock Insas value in the coming AGM

Stock

2023-11-10 11:13 | Report Abuse

Another former employee recounts how meetings were usually filled with sexual innuendo. Fernandes would comment on “whether someone had good sex in a week or if someone in the office would like to have sex with someone else.” These were meetings where both male and female employees were present, the person adds.

“He used it as a tool to add humor, to make a stressful environment less stressful, without realizing that it made people feel uncomfortable and was disrespectful,” the source adds.

Very often comments that were casually thrown around were sexist, misogynistic, or even misandrist, says one source. “We didn’t take offense to it probably because we got accustomed to seeing the intent behind those comments. It was expected that none of these comments were to be taken seriously.”

At times like this, employees ran the risk of not fitting into the culture that the management created if they “didn’t play along.” Looking back now, this source says it’s “beyond comprehension” how people put up with some of the inappropriate things that were said during meetings.

Stock

2023-11-10 10:21 | Report Abuse

Ya Stony mistaken Indonesia culture and expose his Tits & Nipples and then sharing the picture for all to see as one example of capA culture.

Stock

2023-11-10 09:55 | Report Abuse

Ask any accounting student and they will tell you below company in an insolvent company.
As at 30/6/2023 Capital A
Current assets: RM 2,269,900,000
Current liabilities: RM 14,208,631,000
Net current liabilities: RM (11,938,731,000)

Stock

2023-11-10 09:45 | Report Abuse

So Mike-tikus aka Johnchew1-5 are you saying Stony shold be awarded with the Best CEO of Topi Hijau Club for his/capA deal with Aetherium Acquisition Corp?? 😉🤣

Stock

2023-11-10 09:41 | Report Abuse

Someone cannot understand i3lurker is trying to make fun of Stony/capA deal/merge with Aetherium Acquisition Corp is figuratively speaking or metaphorically Stony is giving away his Korean wife to Aetherium Acquisition Corp and now has to pay Aetherium Acquisition Corp 40% for using of Aetherium Acquisition Corp wife.

Stock

2023-11-10 09:17 | Report Abuse

Just a simple question:
Anyone still believe Stony will unveil capA PN17 regularisation plan on or before 31th Dec 2023??? or will be another extension?

Watchlist

2023-11-10 08:50 | Report Abuse

Sorry I do a lot of trading and the only stock I hold long long is the value trap Insas.

Stock

2023-11-10 07:52 | Report Abuse

The problem with Insas is once MGO trigger then the independent advisor will do a valuation and advise shareholders to accept or reject the offer based on is the offer fair/unfair and reasonable/unreasonable.

No prize guessing what will be the outcome.

Shareholders can only hope that insas value can be unlock by better dividend and a dividend policy.

Stock

2023-11-10 07:37 | Report Abuse

By the way do you think without yearly positive cash flow can Insas accumulate Net Financial assets: RM 1,418,421,000 and Insas still hold 537,008,575 inari share (one of Insas associate company) and 1,215,718,665 M&A an effective holding of 60.83% subsidiary company of Insas

Stock

2023-11-10 07:34 | Report Abuse

Fundamental analysis (FA)
Fundamental analysts study anything that can affect the stock's value, including macroeconomic factors (e.g. economy and industry conditions) and microeconomic factors (e.g. financial conditions and company management). The end goal of fundamental analysis is to produce a quantitative value (Intrinsic Value) that an investor can compare with a stock's current market price, thus indicating whether the stock is undervalued or overvalued. Fundamental analysis is a method of evaluating a stock in an attempt to assess its intrinsic value.

In summary Fundamental Analysis cover:

QUANTITATIVE
Financial data/ratio contain in current and past financial report.

QUALITIVE
Economy condition (Current and future)
Industry condition (Current and future)
Company management (Current and future)
Profit growth prospect (Current and future)
In short what many people term as Business Sense (BS) is actually the qualitative part of Fundamental Analysis. BS is subset of FA.

Definition: Intrinsic value is the Present value of the investment of all the expected cash flow over the lifetime discounted at the appropriate discount rate.

Intrinsic value = (CF1/ (1+d)^1) + (CF2/(1+d)^2) + ----- +(CFn/(1+d)^n)

Where:
CF = Cash Flow in the Period
d = Discount rate
n = The period number
This Intrinsic value is actually a Discounted Cash Flow (DCF)
Example of intrinsic value of INSAS is then the Sum of DCF expected cash flow from varies business streams.
For INSAS financial assets rich case, it is my opinion that the liquid assets minus total liabilities should be added to this intrinsic value.

Stock

2023-11-09 19:55 | Report Abuse

Posted by geary > Nov 9, 2023 6:43 PM | Report Abuse

#SIA's Mr. Goh Choon Phong...was snubbed...Why...?
CapitalA Bhd... Upswing Momentum...Slow n Steady...Still win the Race...🙌👏🚀

Malaysians really like to shiok sendiri, no wonder we are now so far behind Singapore.

1 Singapore Dollar equals 3.45 Malaysian Ringgit
Nov 9, 11:49 UTC ·

Stock

2023-11-09 18:33 | Report Abuse

Dato' Sri Thong family (daughter and son) have long history in Omesti and microlink. Insas holding in Omesti is recorded as one of the Financial assets at fair value through profit or loss.

Stock

2023-11-09 16:16 | Report Abuse

Q3 will be Q to Q drop and Q4 another Q to Q drop.

Stock

2023-11-09 14:00 | Report Abuse

Do you think:
1. Messrs Adnan Sundra & Low as the Due Diligence Solicitors;
2. Deloitte Corporate Advisory Services Sdn Bhd as the Independent Valuer;
3. Messrs Ernst & Young PLT as the Reporting Accountants; and
4. BDO Consulting Sdn Bhd as the Internal Control Reviewer.
Will want to go to jail with Stony?

Anyone still believe Stony will unveil capA PN17 regularisation plan on or before 31th Dec 2023???

Stock

2023-11-09 13:55 | Report Abuse

The Group reported a net profit of RM929.4 million in 2Q2023 as compared to a net loss of RM1,120.9 million in 2Q2022. The current quarter recorded a gain of RM1,369.3 million from remeasurement of an associate to subsidiary, Asia Aviation Public Company Limited Group (“AAV”), in June 2023 and foreign exchange loss of RM158.6 million due to the appreciation of USD against the local currencies of the Groupduring the quarter.

Is capA profit is real or just some accounting figure of gain of RM1,369.3 million from remeasurement of an associate to subsidiary, Asia Aviation Public Company Limited Group (“AAV”),

As at 30/6/2023 Capital A
Current assets: RM 2,269,900,000
Current liabilities: RM 14,208,631,000
Net current liabilities: RM (11,938,731,000)

Stony is so deperate till grabing a garbage bag "Aetherium Acquisition Corp (“Company”) (Nasdaq: “GMFI”)" to stay afloat in order to meet the obligation of Net current liabilities: RM (11,938,731,000) in the next 12 months time.

What will happen if capA default on Net current liabilities of RM (11,938,731,000)???

Stock

2023-11-09 11:54 | Report Abuse

Boosted by strong travel demand, the carrier group booked a record $1.44 billion net profit for the half year to end-September, up 55 per cent from $927 million for the same six months a year ago. Operating profit came in at a record $1.55 billion, a 26 per cent jump.

Revenue was up 9 per cent to $9.16 billion. The company declared an interim dividend of 10 cents, amounting to $297 million in total payout.

This is why I say the the award is rightfully belong to SIA CEO Goh Chooo Phong

And what had Stony capA acheived for the 6 months end 30/6/2023 and deserved the award?

As at 30/6/2023 Capital A
Current assets: RM 2,269,900,000
Current liabilities: RM 14,208,631,000
Net current liabilities: RM (11,938,731,000)
Shareholders’ equity RM (8,390,820,000)
Non-controlling interest: RM (1,813,867,000)
Total equity: RM (10,204,687,000)
Capital A’s aviation is still lose making
Revenue/ASK: Q2 USD 4.22 cents cumulative 6 months USD 4.28 cents
Cost/ASK: Q2 USD 5.01 cents cumulative 6 months USD 4.72 cents
Cost/ASK ex fuel: Q2 USD 3.32 cents cumulative 6 months USD 2.95 cents

Stock

2023-11-09 11:43 | Report Abuse

Beside the entertainment of Capital A Bhd’s chief executive officer Tan Sri Tony Fernandes has been named "Asia Pacific CEO of The Year" at the Airline Economics’ Aviation 100 Asia Pacific Awards 2023 in Singapore.

By the way the award is rightfully belong to SIA CEO Goh Chooo Phong.

Anyone still believe Stony will unveil capA PN17 regularisation plan on or before 31th Dec 2023?

Stock

2023-11-09 10:44 | Report Abuse

Mike-tikus aka Johnchew1-5 mind telling me what is the Benjamin Graham number for Insas?
Square root of 22.5 x ( earning per share ) x ( book value per share )

Stock

2023-11-09 10:40 | Report Abuse

Mike-tikus aka Johnchew1-5 promotor of JAKS day and night 24/7/365 are you lost until kisiao...anyhow defecating n urinating in i3...🤮😷????

Posted by geary > Nov 3, 2023 10:45 PM | Report Abuse
Hahaha...Only Swines are easily lured into such good for nothing... company...insiders...outsiders...are scammers... crocodiles n piranhas...KYY already lost millions...after visited Vietnam Power Plant...plus all kena Swindled by Jaks Insiders...!?
Lagi Tak Tahu... that's why all lost until kisiao...anyhow defecating n urinating in i3...🤮😷

Stock

2023-11-09 10:39 | Report Abuse

Mike-tikus aka Johnchew1-5 promotor of JAKS day and night 24/7/365 are you lost until kisiao...anyhow defecating n urinating in i3...🤮😷????

Posted by geary > Nov 3, 2023 10:45 PM | Report Abuse
Hahaha...Only Swines are easily lured into such good for nothing... company...insiders...outsiders...are scammers... crocodiles n piranhas...KYY already lost millions...after visited Vietnam Power Plant...plus all kena Swindled by Jaks Insiders...!?
Lagi Tak Tahu... that's why all lost until kisiao...anyhow defecating n urinating in i3...🤮😷

Stock

2023-11-09 10:14 | Report Abuse

Did Mike-tikus aka Johnchew1-5 ever attending any JAKS AGM before he promoting Jaks day and night 24/7/365?

Dear Sir/Madam,

We have received your request to participate remotely via live streamed meeting and online voting at the INSAS 61ST AGM. of INSAS BERHAD which will be held at:

Date & Time: 27 November 2023 (Monday), 11:00 AM

We will verify and revert to you on the status of your registration after 25 Nov 2023.

Thank you.

Regards
Administrator
TIIH Online

Stock

2023-11-09 08:39 | Report Abuse

Stony deserved an Oscar as best Bollywood/Bolehland actor of the year 2023 award.
He told you PN17 is just accounting issue. You believe

He told you capA has engaged RHB Investment Bank to assist in the formulation and/or evaluation of possible proposals with the aim of developing a proposed regularisation plan to regularise its PN17 condition. In addition, the Company has also engaged the following advisers for the formulation of the aforementioned regularisation plan:
1. Messrs Adnan Sundra & Low as the Due Diligence Solicitors;
2. Deloitte Corporate Advisory Services Sdn Bhd as the Independent Valuer;
3. Messrs Ernst & Young PLT as the Reporting Accountants; and
4. BDO Consulting Sdn Bhd as the Internal Control Reviewer.
You also believe but all those kingmen keep postphone submitting the PN17 regularisation from Jan 2023 to July 2023 to Oct 2023 and now to 31th Dec 2023.

He told Bursa acquisition with undisclosed sum to “increase effective stake from 40% to 100% in Philippine Air Asia” that transfers about negative equity of RM 2 billion from Non-controlling interest to Shareholders’ equity and about RM 1 billion addition accumulated losses is below the threshold that warrants immediate announcement.
Bursa also believe.

He told theedgemalaysia According to sources, the proposed disposal of Capital A’s aviation assets to AAX will proceed, despite recent events
Theedgemalaysia also believe.

He has taken what is rightfully belong to capA aviation to CapI
Capital A International shall be made up of Brand AA Sdn Bhd and Fleet Consolidated Pte Ltd
Both Brand AA and Fleet Consolidated are newly formed subsidiaries and do not have any revenue.

Brand AA is a brand management company. It is the registered proprietor for all the rights under the AirAsia brand. Under a master brand licensing agreement dated May 31 this year, Brand AA has the right to collect royalty fees from AirAsia Aviation Group Ltd, Capital A’s aviation division.

Fleet Consolidated, meanwhile, will primarily be responsible for the procurement and delivery of the requisite aircraft for the aviation group based on the agreed allocation plan.

And merged with Aetherium Acquisition Corp (“Company”) (Nasdaq: “GMFI”) for USD 1 billion
You also believe.
Note: GMFI mkt cap USD 69.99million and was granted the extension until November 20, 2023 to regain compliance with Nasdaq’s continued listing rule as it relates to the failure to timely file its Quarterly Report on Form 10-Q for the Quarter-Ended March 31, 2023, and June 30, 2023.

Now you ask why so many people fall for scams? Is it because human nature like to just believe?
When can people see the reality that capA is an insolvent company and Stony is just trying to grab even a garbage bag to still afloat for a while longor

Please allow me to point out:
As at 30/6/2023 Capital A
Current assets: RM 2,269,900,000
Current liabilities: RM 14,208,631,000
Net current liabilities: RM (11,938,731,000)
Shareholders’ equity RM (8,390,820,000)
Non-controlling interest: RM (1,813,867,000)
Total equity: RM (10,204,687,000)
Capital A’s aviation is still lose making
Revenue/ASK: Q2 USD 4.22 cents cumulative 6 months USD 4.28 cents
Cost/ASK: Q2 USD 5.01 cents cumulative 6 months USD 4.72 cents
Cost/ASK ex fuel: Q2 USD 3.32 cents cumulative 6 months USD 2.95 cents

Stock

2023-11-08 17:59 | Report Abuse

I think you just need to be a substantial shareholder to demand an appointment to be Insas director.

Stock

2023-11-08 14:14 |

Post removed.Why?

Stock

2023-11-08 13:00 | Report Abuse

If investment can be as simple as some simple formula or your con TA point 1,2 3,4 and 5 then everyone already a millionaire:

Benjamin Graham number
Square root of 22.5 x ( earning per share ) x ( book value per share )

Stock

2023-11-08 10:50 | Report Abuse

To be fair Dato' Sri Thong and BOD is building and accumulate wealth into Insas. They need to relearn beside accumulate wealth into Insas also need to share the Insas wealth with Insas shareholders.

Looking forward listing of Melium Group and more Dome cafe.
Retail trading
During the financial year, Melium Group’s sales have improved considerably to almost pre-Covid level for many of the brands Melium carries. In FY 2023, Melium Group posted a net profit of RM15.4 million as compared to RM2.5 million in FY 2022 as its business continued to improve basing on the numbers of inbound tourists from China are encouraging.
Question 3: Any planned timeline to list Melium in Bursa?

Stock

2023-11-08 10:40 | Report Abuse

Repost:
Aetherium Acquisition Corp (“Company”) (Nasdaq: “GMFI”) was granted the extension until November 20, 2023 to regain compliance with Nasdaq’s continued listing rule as it relates to the failure to timely file its Quarterly Report on Form 10-Q for the Quarter-Ended March 31, 2023, and June 30, 2023.

CapA was granted the extension until 31 Dec 2023 to submit PN17 regularisation plan, failure to do so will subject capA to suspension and delisting.

So GMFI and capA must be a perfect match make in heaven as both are in danger of delisting.

My question is Stony become so cheap and desperate to grab any thing on sight to stay afloat?
07/11/2023 8:38 AM

SinGor Tony is afraid if he Has to join MyAirline CEO----Any Float including Garbage Bag if it can keep Tony above WaterLine for another 6 months
07/11/2023 10:17 AM

Stock

2023-11-08 10:16 |

Post removed.Why?

Stock

2023-11-08 10:01 | Report Abuse

Batikman told every Tom, Dick, and Harry to steamline Berjaya group business bjcorp should take bjland private. But the moustache man did not do so but sold down bjcorp holding in bjland to comply with shareholders spread.

I already give up on Bjcorp and Bjland.

Stock

2023-11-08 09:46 | Report Abuse

You must differentiate what is liquid and illiquid assets and how many % controlling shareholder and PAC is holding.

If controlling shareholder already hold more than 50% like in MUI case then minority shareholders have no chance to unlock value since controlling shareholders is in total controlled.

Insas case is different liquid assets Net Financial assets: RM 1,418,421,000 and Insas still hold 537,008,575 inari share (one of Insas associate company) and 1,215,718,665 M&A an effective holding of 60.83% subsidiary company of Insas.

The controlling shareholders Dato Sri Thong and PAC only officially hold 32.96%. So in theory if anyone have a deep pocket he can accumulate insas share from open market to wrest control from Dato' Sri Thong and become the new controlling shareholder and unlock Insas value.

Stock

2023-11-08 09:22 | Report Abuse

StartOfTheBull are you also holding JAKS?

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2023-11-08 09:19 |

Post removed.Why?

Stock

2023-11-08 09:08 | Report Abuse

I think Santan cafe is more empty than Dome. By the way I have try Dome cafe KLIA II it is not that bad many choice of food and beverage.

I think what wrong on Dome is the name.

Stock

2023-11-08 08:51 | Report Abuse

TBB will hold capA before covid 19 and will still dumb dumb hold capA till suspension and delist. There is no value investing from TBB. He is just a thick skin trying to hold on the icap management and earned his undeserved management fees.

Stock

2023-11-08 08:45 |

Post removed.Why?