Global Tech stocks looking good yesterday. PANDA Near TP 0.555, longterm TP 0.705.
End of this month QR announcements will put highlights on PANDA again.
This is just my own opinion, trade cautiously.

It was very good news regarding the PO of 85 mils from Johor Based DC (probably Sedenak). It means DCs are trusting local suppliers to do the job for them. I think the orders for super server will keep coming in as more DCs started their construction but i think the earliest financial impacts will only be seen early next year. It is very important for SNS to successfully implement the JB DCs for it to continue be the main players in this.

Every airlines sell tickets in advance.. Customers also book their tickets in advance.. Whats ponzi about that? Thats the nature of airlines biz.. Sell early good for company, buy early good for customers.. Win-win.
ADE & Teleport are growing at very good pace. MOVE, BigPay & Santan are looking to minimize losses and soon will be proven success.. Considering all the above factors then this is the best time to buy the stock.. As tony said he will repay loyal investors and i believe that he will. Just like when he announced the buyback shares which he was the first buy it back..

NVDA just surpassed MSFT as the world biggest co. AI frenzy not over yet.. DC/AI thematic still in play.. dont miss out on this.. keep the faith..

indeed. this is the best time to buy in or average down.. but first u need to have confidence for this co.. the future of AI/DC is huge. Remember what Jansen Huang said it's gonna be the 5th IR and you dont want to miss out on this.

come on this is just the beginning of AI/DC.. Everything is in first 10-20% phase.. the real FA implications will only contribute 2025 onwards.. probably 100% gains from current price.

*Bigger revenue and margins per unit sold*

HAVING identified artificial intelligence (AI) opportunities in Malaysia, SNS Network Technology Bhd now expects a meaningful contribution from its newly ventured data centre fit-out business segment.

Besides selling AI super servers, the ICT system and solutions provider is also involved in testing and commissioning as well as operation and management within the premises of data centres. In short, SNS fills the gap between server manufacturers and server buyers.

The group believes its financial performance will be lifted by the sale of AI super servers based on the selling price of RM1.5 million per unit and a gross profit margin of 15%, which is higher than its existing core business’ gross profit margin of about 5%.

“This is a game changer for SNS, and it’s a new playground. Generative AI is at the beginning of a supercycle,” co-founder and managing director Ko Yun Hung tells The Edge in an interview.

With more data centres being set up in the country, especially in Johor, he believes there will be growing demand for AI super servers. “We are seeing a lot of potential from this, for the enterprise segment,” he shares, noting that several tech firms have expressed interest in these servers.

As cost will be one of the challenges in adopting AI, Ko says SNS can play a role in helping clients navigate the AI journey. “Some customers may not want to worry much about the whole AI journey, so they can just subscribe to our services [instead of buying the super servers]. And the service, maintenance and warranty will be taken care of by us.”

He is of the view that SNS will be able to fend off market competition given its multi-channel and multi-brand strategy. Furthermore, the additional services could fetch better margins for the group.

“If you just sell the hardware, it will be about a 5% to 10% gross profit margin,” Ko says. In comparison, the traditional consumer devices business offers a gross profit margin of about 5%.

Another booster for AI/DC stocks.. euphoria continues..
https://www.thestar.com.my/business/business-news/2024/06/19/tm-singtel-in-data-centre-tie-up

next week will try to break & stay above 90cents for the third time. third time lucky maybe.
lets sail to RM 1.00.

this is just the beginning of aemulus.. semiconductor related biz.. riding along with AI/DC theme.
showing bigger revenue, smaller losses.. lets wait next QR for confirmation of a turnaround.

JCY will sell one-off items to DCs (HDD)..
But SNS will support in terms of setup, maintenance, upgrade.. recurrence income for years to come..
After move to main board big boys are start coming in... Huaattttt

still cheap to collect.
0.10 + 0.30 conversion rate. 40 cents cost.
mother already 42 cents.
don't know y people throw..haha

just made comparisons between salcon - ranhill and found out that salcon offer so much better returns. 10% profit margin. healthy company with a lot of cash reserve and small debts ratio.

https://www.klsescreener.com/v2/stocks/view/8567/salcon-berhad
https://www.klsescreener.com/v2/stocks/view/5272/ranhill-utilities-berhad

also monitor Salcon another water engineering specialist. Berjaya mopping up their shares recently. something is brewing there also? idk but as mentioned here DCs need to use huge amount of water for cooling down.

might be something similar to ranhill takeover?? wow!

if directors sell to new shareholders like creador/brahmal then it will be a major coup for powerwell (which i hope so). let see if they disclose anything soon. from financial POV it wont change much direction of the company. 20mils only equal to around 3.5%.. maybe new substantial shareholder will emerge soon after owning 5% of the co. for them to pay premium price for that amount of shares should indicate a good sign ,rite? monday will fly again trust me.. just hold tight.

PANDA will be next target, PM better than most of their peers. 70% profit of 2023FY already achieved during 1st quarter!! with growth projection and bigger development team i believe they can achieve more than double their FY24 profit. TAYOR.

Post restructuring and debt consolidation i would like to compare CapA (non aviation) with MISC since they both have identical nosh and profit margin.

CAP A : Nosh 4225M, Rev 650M, PM 13%

MISC : Nosh 4463M, Rev 4.3B, P 627M PM(15%)

Personally it make sense for me to keep buying/hold this counter.

Post disposal of aviation biz to AAX, Cap A can expect a more stable revenue of 500-600M every quarter with a roughly 50-60 million of profits. that would be quite impressive. if all of tony's plan went smoothly. CapA shareholders can expect :
1. to own shares in newco with aviation pure play biz.
2. a profitable non-aviation biz in Cap A post disposal. ADE will become major MRO player in this region with growing numbers of aircraft to serve. Teleport can replicate what we see in FeDex/DHL and become top of ASEAN player. MOVE & BigPay will grow in tandem with passenger growth and at certain point will be profitable as well.

3. CAPI listing in NASDAQ if really happen will be a major boost for Air Asia/CapA brand and generate interest for their aviation consultation biz.

4. With more than 400 new-type of aircraft bookings we can look forward to see a bigger aviation giant with more manageable and sustainable low cost carrier.

for more to come, lets hope everything went smoothly for them. losing Air Asia is not an option for us Malaysians. cheers!
3.

PN17 almost over for Cap A. After all the corporate exercise is done, funds will start pouring in as Cap A is no longer considered the affected issuer. long term investor wont just sell since they're looking forward since last year for CapA to resolve this PN17. Good luck to those looking to buy cheap!

Rakuten put TP 50cents for Panda yesterday. very bullish sign. almost 70% profit of last year already achieved during the first quarter of 2024. very impressive indeed. Let's go!

I will wait next few weeks to see if he's just bullshitting.. nut based on my understanding all companies under CapA are making good progress (AA,Teleport,GTR,ADE,Santan,Bigpay,TuneInsurance).. once air travellers nomalise then we can see the bigger picture. C19 was a disaster to Cap A but also give them opportunity to start over again and focus on things that will work out..

22 years ago we had a dream . Orginally we were going to call AirAsia Tune air. This was a presentation I sent more than 22 years ago . Think we deleiverd out mission and more. So rarely mission statements come true so I proud .
Standing tall.
The value we created is not showing in the share price but k the next few weeks people woll see the incredible machine we built.

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Freighter operator Teleport adds another partner with VietJet tie up
03 / 11 / 2023
By Damian Brett


Source: Teleport

Malaysia-based cargo airline Teleport has continued to expand its airline partnerships through a new agreement with VietJet.

The two airlines this week signed a Memorandum of Understanding (MoU) at the Air Cargo Southeast Asia 2023 event in Singapore.


The partnership will combine Teleport’s Southeast Asia network with VietJet’s global operations.

The move will help Teleport capitalise on growing demand in Vietnam, the carrier said.

Francis Antony, cargo group head of Teleport, said: “Our partnership with VietJetAir Cargo is timely as Vietnam is clearly growing to be a key market in Southeast Asia, with increasing manufacturing lines shifting to the country in recent years, contributing to more than 20% to the country’s GDP in 2022.

“VietJetAIr Cargo will be able to leverage our freighter capacity and we are able to move goods across key lanes such as Kuala Lumpur to Vietnam.

“Together, we will bolster economic connectivity between Vietnam and the region, ensuring seamless connectivity and enhanced services for both our customers.”

Nelson Wu, Vietjet air cargo managing director, said that its customers would benefit from access to new locations and faster speeds.

“This especially empowers our businesses in Southeast Asia to engage in global trade with greater ease and confidence in the coming time,” Wu said.

The deal is the second Teleport has signed in the last month.

At the start of October, the carrier announced an interline agreement with China-based express carrier SF Airlines.

Teleport brings to the table access into Southeast Asia, and SF Airlines a large express network within China and outbound into European and North American markets.

The move comes as Teleport looks to create new cargo streams to fill the holds of its expanding fleet.

The carrier is in the process of adding 10 converted A321 freighters, with the first delivered in July of this year.

Next will be listing the of Teleport,ADE,GTR,MOVE,SANTAN.
USD1B (RM4.77B) valuation for AA Brand & Leasing biz you can see how Tony can sell even mat salleh agrees to him.. up up up

Good news keep coming in for Cap A. 89% load factor, possible SPAC listing at Nasdaq. Debt n equity raise. Pressure for bursa sec on AAX upliftment. tomorrow gonna be exciting day for Cap A.

Some good news for CapA supporters:
(MAHB) said the total local passenger movements in the third quarter of this year reached 21.7 million, a more than 80% recovery in total quarterly traffic for the first time since the same period in September 2019. MAHB attributed the increased traffic to the addition of three new airlines — Salam Air, Super Air Jet and Sichuan Airlines — at KL International Airport and addition of 12 new destinations and resumption of seven routes by existing partner airlines.

* Hopefully Tony & his team will find ways how to get CapA out of PN17 without disposing airlines to AAX.

- MyAirline demised is an indicator only the steong will survive and succeed in airline biz.
- You cant rely on flying passengers alone. Need to bundle it all together with cargo, MRO, ancilleries, catering, ground handling etc. if successful then you can manage the cost wisely and even expand that business.. thats the route taken by AA.
- Soon to be abolished blanket petrol subsidy means less disposable income then i believe more people will choose to travel via budget carrier. Even better for AA/AAX.
- Travel pattern when people choose to travel nearer instead of transcontinental will also benefit ASEAN n AA poised to capitalize on this.
- Data analytics from MOVE superapp will help CapA to plan ahead with promos and give other competitors a run for their money.
- Lets support CapA/AA/AAX turnaround plan because like it or not they are the proud of the nation. 14 consecutives best low cost carrier is no joke!

Once CapA announce another stellar 3rd quarter performance we all can fly to ASEAN instead of Holland.. 🤣

I believe they want to use the 2nd & 3rd quarter results to show exponential growth both in revenue & profit. that's why they request extension for less than 3 months. the market will surely react tomorrow, but it will also provide opportunity for an entry or cost averaging. Let's hope for the best!

tomorrow is the day.. because market will react on Friday either to terbang or terjun tiruk.. come on TSTF!

I hope so nick because from interviews with TSTF & Musdalifa (CEO GTR) they both mention CapA will come out from PN17 soon. My prediction is that the submission of RP by this week and PN17 upliftment probably by end of 4Qr..
Together with strong 3rd & 4th QR result this might be double catalyst for higher share price. 🤗

the star, 29 Sept.

- Tourist from China increasing 40% in conjuction with its Golden Week holiday.
- Visa free proposal by Tourism Ministry.
- CapA & Garuda MOUs signed.

dont miss the flight guys! 🚀🚀

CapA & Garuda MOUs
- AA & Citilink (airlines)
- Teleport & GIC (cargo)
- ADE & GMF AeroAsia (MRO)

🚀🚀🚀

MotoGP races are coming to Asia after this. Japan, Indonesia, Australia, Thailand & Malaysia. Will it be good for AA/AAX? definitely. And most of the time the spectators will spend few days exploring neighboring ASEAN countries.. Who will benefit from this? AA,AAX, CapA too..
As Tony said, 4th Qr we'll see the actual impact of aircraft recalibration.
Time to fly higher CapA!

Front page Star Biz today.. Fly high onwards..

it's gonna be an exciting few months coming up for CapA.
- Submission of PN17 upliftment. Big boys will pump kaw2 kalau lepas.
- AAX uplifted from PN17 (inshaAllah)
- 180 planes ready by end of Oct.
- 204 active planes by Dec 2024.
- New aircraft orders soon for added capacity and new routes.
- Additional 2 aircraft for teleport (must be making good money 2 biji skali tambah)
- NY listings.

# Ini macam tiap2 minggu akan ada news from Tony.. TP RM 1.50 by end of this year. 70-80 cents on WA. Great opportunity lies ahead.

its crazy to compare Serbadk & CapA.
Tony - Doing everything here n there to put CapA/AAX back to their feet.
KA - Goes missing hiding somewhere in desert.

Tony - We see AirAsia flying over out head everyday.
KA - Auditors cannot find any screw n nuts at their yards.

Tony is a national hero. providing job opportunities, connecting ASEAN countries like never before. Hopefully new york listing will take CapA n AAX to a new level.

* MAHB reported increase in total number of passenger movements. Their biggest customer undoubtedly CapA & AAX.
** Revenue in all segments of CapA will also increased with these passenger movements within ASEAN. Expect better results in next Qr but bear in minds that currency exchange will play major factor in it.


MAHB said international passenger movements in Malaysia for July 2023 increased by almost 10% to 3.5 million passengers, from 3.2 million passengers in the preceding month, while domestic passenger movements totalled 3.9 million, up 2.0% from 3.8 million passengers in June 2023.

The growth from both the international and domestic sectors were contributed by the local school holiday towards the tail-end of July, summer holidays in the Northern Hemisphere, gradual return of China travellers, the return of haj pilgrims, the operation of new airlines, and additional flight frequencies.

I still believe if anyone who can pull CapA & AAX out of this trouble it will be TF. luckily he knew where his priorities are after dumping all the bs in QPR & F1. lesson learned the hard way. he just need to bite it and move on.

Morning Paktua..
4th Qr gonna be good definitely.
More fleet up n running, reopening of existing routes, AA Cambodia start operation, tourist boom, exit PN17.
CapA 1.30 & CapA-WA 70c..

Since CapA & AAX are the biggest client of MAHB so the math are pretty simple. my bro in law is working at their MRO and they're expanding the capacity of maintenance line n hangar.. i believe santan will eventually making profit after more flight frequence occurs. lets hope they fly higher soon.

wait for next QR report which i think will be very good. all ships are chartered with good daily rates now. normally they will announce 3rd week of Sept.. let's go in before that.

bought wb at 0.30.. margin still there after convert to mother..

the best case scenario for awantec if the gov reinstate the SKIN project because they just cancelled NIISE for IRIS. Renegotiate the price and directly award to Awantec. Court case settled and faster system development.

Major shareholders incl Affin-Hwang, CIMB.. hopefully bursa will consider this as well..

Ini company jual lifestyle ler.. sama mcm iphone jgk.. plus they are all rounder from distributor, retail, event & training etc.. lepas ni makin ramai laa nak main golf since lagi byk exposure tru retails n simulation.. apa mau takut ma. kasi felai lahh..

monopoli punya biz apa nak takut maa..

how can a company with no track records in civil construction is given 7B worth of township project in Abu Dhabi.. tak pelik ker?

And it wont be an easy task for INEDs to verify all KPMG queries as 75% of SD biz is outside Malaysia. Unless SD paid them handsomely, i dont think many would take the INEDs job during this pandemic.

this comp rely heavily on debt market to sustain their business cash flow.. and with the ratings dowgrade it will be very difficult for them to operate smoothly. soon they will turn to RI or PP for fresh fund to support biz and also paying for debts. 1B sukuk is maturing next year. 2B in 2022. unless they can restructure those debts (which is slim bacause of the ratings) then all investors must get ready to dump more money into serbadk. bleak future.

people start to realize over the weekend the real issue about Serbadk. and it's not just about the possibility of fraud but also its difficulty to raise fund in the future after rating agencies downgrade (S&P + Fitch both downgrade to junk). the co is now perhaps worth less than its liabilities. 2.8B vs 3B-4B 8n debts. and i believe its going south for next few weeks until the matter pertaining audit is resolve.