AK gang kena margin call trigger by Astro kah~

Susah nak calculate the minority interest part..

Last qr profit almost fully go to equity owner side. This qr change again~ mayb got to use annualize data to judge it..

Anyway~ at least move forward to right way..

Cambodia Airports Passengers Traffic

2023
Oct: 410k (no sure included Siem Reap airport either full month or half)

Q3: 1.205M
Q2: 1.215m
Q1: 1.265m

2022 (Full year: 2.382mil passengers)
Q4: 974k
Q3: 738k
Q2: 475k
Q1: 195k

If base on RHB report during March 2020, the total compensation amount should between 747m to 847m (depends on partial or full buyout)

Much higher than current market cap

Mayb the agreement include 3 airports sekaligus.. need more time to finalize total amount

Cambodia Airports Passengers Traffic

2023
Q3: 1.205M
Q2: 1.215m
Q1: 1.265m

2022 (Full year: 2.382mil passengers)
Q4: 974k
Q3: 738k
Q2: 475k
Q1: 195k

Jgn jahat~

This is not a news pun.. dah announced for months~

Siem Reap airport to cease operation by next Monday.

Now focus should turn to how much compensation to receive ~

柬日将恢复直航推动旅游业发展
https://jianhuadaily.com/20230922/206543

Combination of O&G + Construction..

But market takda appreciate it.

Airport compensation possible another bonus lagi..

Base on past record, the travel season used to be peak in Q1 & Q4..

Cambodia Airports Traffic

2023
Aug: 437k
Jul: 407k

Q2: 1.215m
Q1: 1.265m

2022 (Full year: 2.382mil passengers)
Q4: 974k
Q3: 738k
Q2: 475k
Q1: 195k

卡塔尔航空10月将重启往返柬埔寨航班
https://jianhuadaily.com/20230908/204955

Oil price up + USD up !!

Can get double effect ?

10月柬埔寨或将迎来国际游客潮
https://jianhuadaily.com/20230905/204720

CONSTRUCTION - related
OIL&GAS - related
AIRPORT - related

All are hot topics now.. but share price yet breakout

Cambodia Airports Traffic

2023
Jul: 407k

Q2: 1.215m
Q1: 1.265m

2022 (Full year: 2.382mil passengers)
Q4: 974k
Q3: 738k
Q2: 475k
Q1: 195k

got 2 CW expire this month..

Guess the pressure due to c42 as the settlement calculation base on average closing price at past 5 days (this week).. exercise value 0.88, if average price to high then issuer rugi..

That’s why these few days also close back lower.. somemore actually closing volume no huge pun~


Hopefully nx week should escape control from this issuer..

REP’s passenger volume still lack behind with just recovered 25% only compare 2019. New airport estimate to start operating by Oct 2023.

PNH’s passenger volume has recover back to 70% prior covid. New airport estimate to start operating in early 2025

2023 (YTD: 2.480mil passengers)
Q2: 1.215m
Q1: 1.265m

2022 (Full year: 2.382mil passengers)
Q4: 974k
Q3: 738k
Q2: 475k
Q1: 195k

前5个月航空入境旅客破200万
https://jianhuadaily.com/20230625/198518

Cambodia airport traffic by passengers:

2023:
May: 410k
Apr: 428k
Q1: 1.265m

2022:
Q4: 974k
Q3: 738k
Q2: 475k
Q1: 195k
2022 Full year: 2.382mil passengers

Still largely dragged by the construction segment.. hopefully the outstanding orderbook of 1.1b may start contribute nx quarter..

Prospect tone dah change~

what are the different between:

coarse sugar (capping price apply)
refined white sugar (capping price apply)
fine white sugar (no capping price)

???

Cambodia airport traffic by passengers:

2023:
Apr: 428k
Q1: 1.265m

2022:
Q4: 974k
Q3: 738k
Q2: 475k
Q1: 195k
2022 Full year: 2.382mil passengers

东运会期间柬埔寨航班预计增长15%
https://jianhuadaily.com/20230502/194257

IN view of its ageing fleet of offshore support vessels (OSVs) for the oil and gas (O&G) industry, Petroliam Nasional Bhd (Petronas) has recently put out to tender the building of 16 such vessels.

It is understood that this is just the first batch of contracts up for grabs. The national oil firm’s plan is to build 100 vessels in four years — a move to phase out its old vessels, according to industry sources.

Our shipyard of our subsidiary company, Muhibbah Marine Engineering Sdn Bhd, located at Telok Gong, Port Klang is one of the very few local shipyards shortlisted by Petroliam Nasional Bhd (“Petronas”) to undertake the construction of new offshore support vessels under the Petronas’s New Build Program, known as Safina Phase 1.

https://www.sinchew.com.my/20230414/日本首间赌场获批-大阪落户-2029年完成/

Cambodia airport traffic by passengers:

2023:
Q1: 1.265m

2022:
Q4: 974k
Q3: 738k
Q2: 475k
Q1: 195k
2022 Full year: 2.382mil passengers

柬新年全国接待游客或高达520万人次
https://jianhuadaily.com/20230413/193026

Macau's gross gaming revenue (GGR) in March was up 23% sequentially, according to JPMorgan (NYSE:JPM) analysts in a note to clients on Monday.

In a boost for companies including Las Vegas Sands Corp (NYSE:LVS), Wynn Resorts Limited (NASDAQ:WYNN), MGM Resorts (NYSE:MGM), and Melco Resorts & Entertainment Ltd (NASDAQ:MLCO), the analysts told investors that they are buyers of U.S.-listed Macau-centric stocks in its coverage universe.

The analysts also noted that GGR was up 247% year-over-year, although the YoY comparison was "easy" due to the COVID-19-related restrictions in China last year.

"March's GGR per day of MOP411m tops that of the ~MOP360m run-rate post the seasonally strong Lunar New Year holiday. Impressive," the analysts wrote. "In other words, March's better-than-expected results should reassure investors of the market's recovery. Even more importantly, March's results likely imply an acceleration in the mass table game segment – probably north of 70% in relation to pre-COVID levels and up sequentially from the 60-65% levels in January and February."

They added that while the first quarter gaming revenue recovery is "more or less telegraphed by these March/1Q23 results," they think EBITDA margins should surprise to the upside.

"We see the 1Q23 earnings season as not only generating 1Q23 upside but, more importantly, setting the stage for 2Q23 and beyond margin-upside-driven positive earnings revisions. Because of this, we think Macau stocks have the best risk-reward of anything in our coverage universe. So, we are buyers of WYNN, MLCO, MGM, and LVS, each rated Overweight," the analysts concluded.

澳门赌场

（澳门2日讯）澳门3月份博彩毛收入同比飙升247%，创下自冠病疫情初期以来最好的一个月。

据彭博社报道，根据澳门博彩监察协调局星期六（4月1日）公布的数据，博彩毛收入达到127亿澳门元（约69.5亿令吉）。

分析师对同比增幅的预估中值是增长205%，这创下自2020年1月以来的最高月度毛收入。

虽然3月份毛收入环比增长23%，但比2019年的水平低了51%。

随着防疫清零的结束引发旅游热潮，大批中国游客涌入澳门。

新闻来源：联合早报

洪森：中柬往返航班近期内将增至每周300趟
https://jianhuadaily.com/20230322/191090

Cambodia airport traffic by passengers:

FEB 2023: 422k
Jan 2023: 415k

2022:
Q4: 974k
Q3: 738k
Q2: 475k
Q1: 195k
2022 Full year: 2.382mil passengers

Exclude the one off items (impairment / forex) impact, profit should add more 4.2mil !!
But can sustain or not.. no sure.. lol

198. Regarding the issue of overcrowding in public health facilities, several measures will be undertaken.

The nation’s health capacity will be optimised by outsourcing patients from overcrowded hospitals to other hospitals, including university hospitals, military hospitals and private hospitals.

Agriculture and food security

Government to promote private sector investment into large-scale agriculture by providing incentives, land, funds and technology grants.

“Elaun Modal Dipercepatkan” and 100% income tax exemption on capital expenditure will be available, and the tax incentive application period for food production projects will be extended until end-2025, with an expanded scope to include modern agriculture projects.

Momentum look strong~

But i jz curious the ipo factsheet stated the outstanding order-book left RM 369.55 mil only.. and so far yet see any announcement for new secured contract..

https://www.bursamarketplace.com/t/bdr_download?s=nationgate_holdings_berhad-137&a=view

Macam mana for coming quarters?

The result should look much better if exclude one off items..

4Q22 Core Net Profit: 13.653m if exclude the provision & forex~

budget subsidies on Friday~

Copy Teoseng result please,.

Cambodia airport traffic by passengers:

Jan 2023: 414.8k

2022:
Q4: 974k
Q3: 738k
Q2: 475k
Q1: 195k
2022 Full year: 2.382mil passengers

egg price capping/control should remove soon... UP !

Airport business improve substantially.. especially starting 2023~

But crane & construction segments unknown..

今年1月份来柬旅游的外国游客约40万人次，其中中国游客达2.5万人次，同比增长9倍，比去年12月份的1.6万人次增长56%。随着2月7日北京直飞金边复飞，2月16日昆明和上海直飞暹粒省复飞，柬方预测3月起来柬旅游的中国游客将逐步增长。

still hold 1/3 position.. feel like wanna come liao~

Before QR should not die gua..