Yesterday some nice Aunties matched Mabel's price at 6.65 and 6.63..

Didn't expect it can drop to 6.61..

Anyway happy with this latest collection

What Matters is PCHEM is listed in Bursa Hall of Fames...

Pos Code Stock M-Cap L4Q P/E
1 1155 *MAYBANK* 118135461959.68 12.29
2 1295 PBBANK 81719012204.35 12.28
3 1023 *CIMB* 70593871096.70 9.86
4 5347 TENAGA 68984995902.32 26.50
5 5225 IHH 55219842743.01 16.28
6 5183 *PCHEM* 54960000000.00 31.41
7 6947 CDB 49037703389.84 31.30
8 8869 PMETAL 44081955112.30 29.05
9 5819 HLBANK 41750254149.84 10.67
10 6742 *YTLPOWR* 36125825721.96 10.69
11 6033 PETGAS 35656749108.30 18.76
12 3816 MISC 35219327582.67 17.98
13 4677 YTL 33427033750.20 9.03
14 5285 *SIMEPLT* 30636615682.43 15.07
15 4707 NESTLE 29828400000.00 45.20
16 6012 MAXIS 28038836053.80 28.26
17 1961 *IOICORP* 25455055929.75 28.70
18 2445 *KLK* 25276697918.00 32.71
19 6888 AXIATA 25250274175.50
20 1066 RHBBANK 23574914555.50 8.39
21 4863 TM 23447908790.80 12.44
22 4065 PPB 22619323130.10 15.92
23 5681 PETDAG 21697035360.00 22.44
24 5211 *SUNWAY* 19644237976.54 22.96
25 1082 HLFG 19324184427.60 4.42
26 4197 *SIME* 19151829191.37 5.00
27 3182 GENTING 17407263484.51 7.68
28 5014 AIRPORT 17019255206.40 31.33
29 7084 QL 15672751975.16 35.20
30 4715 GENM 15438916084.80 42.78
31 5296 MRDIY 14550607366.68 25.95
32 5398 *GAMUDA* 14540621082.75 16.17
33 1015 AMBANK 14052143738.56 7.62

To Our Success!

Meow

jeffchan1901 @Mabel Yes agreed. Carpe Diem my friend, Carpe Diem. Time and tide waits for no man. Maximise your returns asap. Nice to see your investment in MBB forum too. Trying to beat brother
jeffchan1901 @Mabel Yes agreed. Carpe Diem my friend, Carpe Diem. Time and tide waits for no man. Maximise your returns asap. Nice to see your investment in MBB forum too. Trying to beat brother @stkoay with his annual RM50+K annual dividend!.. so far no success, not even close ... sigh
26/04/2024 11:25 PM with his annual RM50+K annual dividend!.. so far no success, not even close ... sigh
26/04/2024 11:25 PM

Haha Touche jeffchan..

Yes indeed. stkoay is a fine example of a good Value Investor that we all can learn from him..

To Our Success !

Meow

It's all about making choices, the rest is technology..hihihi

What are the fundamental strategies behind dividend and growth investing?

They're like two sides of the same coin in the world of investing, each with its own perks and quirks.

Dividend investing is akin to a dependable ally providing you with a steady flow of income. You will favor companies with a track record of steady profit growth and high dividend payout, thus ensuring a reliable stream of dividends to bolster your portfolio.

Conversely, growth investing is all about chasing the thrill of high-growth small cap stocks and watching the share prices skyrocket over time. This can be very fulfilling like we have seen Street Smart fighters in Wall Street, provided they are back up with strong fundamentals based on audited Annual Report. Past performance does not guarantee future result...

It's something like Value Investing. Mabel will only sell when the fundamental change..

Meow

Touche jeffchan..

Mabel is in line with your school of thoughts..

Bank and plantation counters no need to monitor so much...so steady ..

Dividend investing is like planting a tree...

The earlier you start, the bigger your tree is going to grow.

And before you know it, you will be resting in the shade of your own financial forest, enjoying the fruits of your labor, year after year...

Why?

Because dividends... GROW.

And that's how some Dividend Machines reached their milestones in dividends.

For the past 10 years...

DBS (Bank) increased their dividends by 158%
Wilmar (Plantation) increased their dividends by 112%
So if you think $5,000 in annual dividends today is too little...

Your $5,000 'passive' income just became:

$12,900 if you invested in DBS
$10,600 if you invested in Wilmar
All you did is buying the right dividend stocks...

...And wait

Get paid in year 1...

...And wait

Get paid more in year 2...

...And wait

Get paid even more in year 3...

Life is so beautiful when you can continue Goyang kaki.. Hihihi

To Our Success

Meow Meow Meow

OTB I still think that the big effort from dragon328 is far more than my small effort here.
Anyway, happy everyone here laughing all the way to the bank.
Thank you dragon328.
26/04/2024 4:41 PM

Touche OTB, well said..Yes Thank you dragon328!

Credit should also be given to you too and of course the Team headed by Mr Fox who continue to remain calms during the 3 months consolidation period..

To Our Success !

Meow Meow Meow

Let's hope for the best...

Meanwhile, all eyes is on Capital A and AAX with active trading today as Capital A Bhd's proposal to streamline its aviation segments, as it will help it compete better with established full-service carriers. Investors viewed the exercise positively as it strengthens AAG's business model for long haul–short haul integration, with a new medium haul segment as the intermediary, by leveraging onto the new A321 fleets.

Post restructuring, Capital A will still retain ownership of the four major business segments namely, ADE maintenance repair, overhaul services; Teleport logistic; AirAsia MOVE SuperApp; and digital finance BigPay and will also still own 18.39% stake in AAG. The gems are with Capital A, now lean and mean without too much flying the aircrafts and exposure of instable aircraft fuel.

Both Airlines climbs more than 5% and 13% respectively.

Live is so beautiful when you are flying with a True Magician...

YTL Power and Yinson also did great climbing more than 7% and 3 % after consolidating sideways for 3 months. Unfortunately Lady Sap remain unchanged.

No Issues Mabel can wait as this counter is still positive as far as P&L is concern..

Meow

Lovely...

All eyes on Capital A and AAX with active trading today as Capital A Bhd's proposal to streamline its aviation segments, as it will help it compete better with established full-service carriers. Investors viewed the exercise positively as it strengthens AAG's business model for long haul–short haul integration, with a new medium haul segment as the intermediary, by leveraging onto the new A321 fleets.

Post restructuring, Capital A will still retain ownership of the four major business segments namely, ADE maintenance repair, overhaul services; Teleport logistic; AirAsia MOVE SuperApp; and digital finance BigPay and will also still own 18.39% stake in AAG. The gems are with Capital A, now lean and mean without too much flying the aircrafts and exposure of instable aircraft fuel.

Both Airlines climbs more than 5% and 13% respectively.

Live is so beautiful when you are flying with a True Magician...

YTL Power and Yinson also did great climbing more than 7% and 3 % after consolidating sideways for 3 months. Unfortunately Lady Sap remain unchanged.

Meow Meow Meow

Told you oledi, Tony is a Magician...hihihi..

Haha 70.5 sen oledi.. Hihihi

Well done YTL Power supporters..

There's this term in the market called: "Buy the rumours, sell the news."

Mabel don't like to buy because of rumours, but one thing Mabel see that worked in the past is to buy a company when there is a build-up of hype (like EV, AI, DC, Glove Stocks), and as such, often, the share price would shoot up and we may be sitting in nice profit...

Life is can be really beautiful when you can just sit back and relax by the pool and goyang kaki..hihihi

Meow Meow Meow

Stock: [YTL]: YTL CORPORATION BHD

1 hour ago | Report Abuse

In the research report update yesterday by Hong Leong, it gave an update on YTL Power's data centre business:

i) YTLDC – a 500MW capacity of green data centre plan over 10 years (depending on demand). We understand the first phase of the planned 48MW DC1 (mainly for Shopee) will begin contributing in 4QFY24. YTLDC has also started construction for DC2 (estimated 100MW) for AI cloud infrastructure (under YTLCom) and is working on next DCs in the pipeline (potentially 100MW each) for potential clients. When the segment matures, the earnings contribution could be in the tune of billions and we do not discount potential monetisation of the assets.
ii) AI-DC – estimated 100MW, collaborating with NVidia for technology and support (under YTLCom). We understand the first stage will be utilizing NVidia’s H100 chipsets and the subsequent stage will be utilizing NVidia recently launched GB200 chipsets. We understand that YTL will be one of first deployment of GB200 globally (given priority by NVidia), thereby resulting strong demand for YTL’s AI infrastructure. Given YTL’s strong balance sheet, we reckon it could become NVidia’s go to partner for ASEAN expansion.
iii) RE ventures – 500MW LSS to support YTLDC’s green powered capacity with further growth opportunities for potential RE export growth. Up to 122.5MW WTE to be co-developed with KDEB.
26/04/2024 11:10 AM

Touche Bro...

This is a stark difference between Engineers & Accountants...Engineers are linear in thinking.... accountants hv lateral thinking...that's why you see Tony is a magician.. make tons of money not from internal fund.

This is a stark difference between Engineers & Accountants...Engineers are linear in thinking.... accountants hv lateral thinking...that's why you see Tony is a magician.. make tons of money not from internal fund.

Meow Meow Meow

Meow Meow Meow

Haha the reason why Mabel put her money in PN17 Sapura Energy and Capital A is because she wants to be part of their turnaround journey. Capital A, who is the CEO? Sapura who is the CEO?

Here lies the differences:

One can start from Zero to be a Hero.
Satu lagi kena jual ini jual itu sampai Zero.

Let's see how these two CEO (Sapnrg and CapitalA) managed their turnaround. So far both of these PN17 Companies have been profitable and not a liability for Mabel to hold.

Coming to think of it it's prudent for Sapnrg to exit the EP game. It’s for big boys like Petronas, Shell, Aramco who have deep pockets and 20/30y ROI Horizons. Best for sapnrg to stick to EPCC business as they are not getting any support and time is running out of the Regulation Plan timeline.

This week, too many Big Boys especially the bankers are throwing Sap at 5 and 6...All chicken..Tengok Capital A this week shoot up despite tension between Iran and Israel with high oil price. Capital A climb while Sapnrg remains status quo.

Bottom line, no one want to touch Sap but willing to touch Capital A...

Looks like Tony seems to be better Magician than Anuar ...

Captain Mabel Meow

The reason why Mabel put her money in PN17 Sapura Energy and Capital A is because she wants to be part of their turnaround journey. Capital A, who is the CEO? Sapura who is the CEO?

Here lies the differences:

One can start from Zero to be a Hero.
Satu lagi kena jual ini jual itu sampai Zero.

Let's see how these two CEO (Sapnrg and CapitalA) managed their turnaround. So far both of these PN17 Companies have been profitable and not a liability for Mabel to hold.

Coming to think of it it's prudent for Sapnrg to exit the EP game. It’s for big boys like Petronas, Shell, Aramco who have deep pockets and 20/30y ROI Horizons. Best for sapnrg to stick to EPCC business as they are not getting any support and time is running out of the Regulation Plan timeline.

This week, too many Big Boys especially the bankers are throwing at 5 and 6...All chicken..Tengok Capital A this week shoot up despite tension between Iran and Israel with high oil price. Capital A climb while Sapnrg remains status quo.

Bottom line, no one want to touch Sap but willing to touch Capital A...

Looks like Tony seems to be better Magician than Anuar ...

Captain Mabel Meow

drKelvin, you got a point there...Sapnrg in 2014 is about Growth Investing..

What are the fundamental strategies behind dividend and growth investing? They're like two sides of the same coin in the world of investing, each with its own perks and quirks.

Dividend investing is akin to a dependable ally providing you with a steady flow of income. You will favor companies with a track record of steady profit growth and high dividend payout, thus ensuring a reliable stream of dividends to bolster your portfolio.

Conversely, growth investing is all about chasing the thrill of high-growth small cap stocks and watching the share prices skyrocket over time. This can be very fulfilling like we have seen Street Smart fighters in Wall Street, provided they are back up with strong fundamentals based on audited Annual Report. Past performance does not guarantee future result...

Now they end being a PN17 company...

Haha.... How cum everyone so horny today... Hihihi..


Must be due to YTLPOWER... So power...hahaha

Today we seen Bankers unloading Sapnrg shares between 5 to 6 sen. With this new, they are waiting for the retailers to unload their shares at prevailing prices.

We wait lor...

Louis Mabel

6 sen sounds reasonable...

Meow

nicholas99 First half of Mabel the cat writing make senses.. Second half is rubbish..
23/04/2024 1:24 PM

Haha wish part is rubbish?

#hulwanSapura has always been service provider for O&G. They then went upstream looking for bigger fish, but cannot survive the vicious current upstream. Now they're focusing back on their core specialty of providing services to the big fish.

23/04/2024 12:41 PM

Cheers hulwan

As for Mabel, with the crown jewel have changed hands to this smart Frenchman, Mabel Energy will have to rely on more dependable, smart and competence team from PetroChina, Petronas Chemical and Yinson for her Fossil Fuel and Gamuda, YTL Power, Sembcorp, CATL for her Renewal Energy

Louis Mabel

Haha my handsome Sslee, it's in yesterday's announcement in edge.

They wrote it so well that Mabel's starts crying...hihihi

Louis Mabel

The recent divestment of Sapura Energy’s 50% stake in SapuraOMV Upstream Sdn Bhd to TotalEnergies Holdings SAS indeed marks a significant strategic move. The implications:

Crown Jewel Status: SapuraOMV was considered a crown jewel in Sapura Energy’s portfolio due to its involvement in oil and gas exploration and production. The divestment means that Sapura Energy has relinquished its direct ownership of this RM 110 Billion National Valuable asset.

Financial Gain: The transaction resulted in cash proceeds of US$705.3 million (RM3.37 billion) for Sapura Energy. This substantial infusion of funds can enhance Sapura Energy’s financial position and address its debt and payables.

Strategic Shift: With the divestment, Sapura Energy is signaling a strategic shift away from exploration and production. The focus now turns toward core capabilities and innovative solutions for the dynamic energy industry.

TotalEnergies’ Role: As the new owner, TotalEnergies will have the opportunity to further develop SapuraOMV’s assets. Their expertise and resources may unlock additional growth potential.

Net Gain on Disposal: Sapura Energy expects a net gain on disposal of about RM793 million from this transaction. This gain contributes positively to the company’s financial health.

In summary, while Sapura Energy has parted with a significant asset, the financial gains and strategic realignment may position the company for future opportunities. The crown jewel have changed hands, but the story continues.

Louis Mabel

Bravo Mon Total Energies. Tu as très bien fait d’acquérir cette oie dorée qui pond des œufs

Well done My T. You did great to acquire this golden goose that’s laying eggs. Haha You’ve outsmarted even the most cunning of geese—a feat akin to teaching a squirrel to do calculus. Now, as you sip your morning coffee, imagine the goose in its cozy nest, meticulously crafting golden eggs with built-in Wi-Fi. Yes, you’ve acquired the ultimate tech-savvy goose—one that not only lays eggs but also live-tweets its breakfast menu. As the sun sets, it whispers secrets of stock market trends and the best Netflix shows. And so, My T, may you live happily ever after, surrounded by golden eggs and a goose that’s the envy of the entire French Riviera…

May your days be as golden as those eggs!

Louis Mabel

Haha don't worry.. Your lady will love the French Riviera.. Trust me...

Louis Mabel..

Let see how high can it goes tomorrow..

Meow Meow Meow..

Haha no worries...Sap is Capital Gain at dirt cheap price

Bank and plantation counters no need to monitor so much...so steady mah...

Dividend investing is like planting a tree...

The earlier you start, the bigger your tree is going to grow.

And before you know it, you will be resting in the shade of your own financial forest, enjoying the fruits of your labor, year after year...

Why?

Because dividends... GROW.

And that's how some Dividend Machines reached their milestones in dividends.

For the past 10 years...

DBS (Bank) increased their dividends by 158%
Wilmar (Plantation) increased their dividends by 112%
So if you think $5,000 in annual dividends today is too little...

Your $5,000 'passive' income just became:

$12,900 if you invested in DBS
$10,600 if you invested in Wilmar
All you did is buying the right dividend stocks...

...And wait

Get paid in year 1...

...And wait

Get paid more in year 2...

...And wait

Get paid even more in year 3...

Life is so beautiful when you can continue Goyang kaki.. Hihihi

To Our Success

Meow Meow Meow

BIMB Full year 2023 earnings: EPS and revenues exceed analyst expectations

Full year 2023 results:
EPS: RM0.25 (up from RM0.23 in FY 2022).
Revenue: RM2.28b (up 5.6% from FY 2022).
Net income: RM553.1m (up 13% from FY 2022).
Profit margin: 24% (up from 23% in FY 2022). The increase in margin was driven by higher revenue.
Cost-to-income ratio: 60.9% (up from 59.8% in FY 2022).
Non-performing loans: 0.94% (down from 1.27% in FY 2022).
Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%.

Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Banks industry in Malaysia.

Meow

#5354_ Bank stocks owner please sell your bank stocks if you want banks haircut is my advise. Previously I owned BIMB but have sold recently.
20/04/2024 10:32 AM

Haha Mabel still keeping Maybank, CIMB and BIMB. All very Good Dividend Machine..

BIMB Full year 2023 earnings: EPS and revenues exceed analyst expectations

Full year 2023 results:
EPS: RM0.25 (up from RM0.23 in FY 2022).
Revenue: RM2.28b (up 5.6% from FY 2022).
Net income: RM553.1m (up 13% from FY 2022).
Profit margin: 24% (up from 23% in FY 2022). The increase in margin was driven by higher revenue.
Cost-to-income ratio: 60.9% (up from 59.8% in FY 2022).
Non-performing loans: 0.94% (down from 1.27% in FY 2022).
Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%.

Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Banks industry in Malaysia.

Meow

Five possibilities: maybe
(1). Amount of banks' haircut;
(2). Make known the identity of White Knight;
(3). Buyer of SAP OMV with price tag;
(4). PNB injecting funds.
(5). Petronas taking over?

Please add...

Meow Meow Meow

Mabel expecting some good news as the request for suspension is cuming from the Lady Sapura

Hopefully it's a healthy baby cuming out...

https://theedgemalaysia.com/node/708614

The risk of war between Iran and Israel has never been this high before. Dow Futures are down about 450 points and Nikkei 225 is down over 1,000 points. South Korea and Taiwan are down over 4%. I suppose many investors are now seeking refuge in Dividend Banking stock which excel today.

KLCI is the only Stock Exchange in Asia Pacific that is holding the GREEN Banner. The rest of Asia are having period.

At the local front, Capital A continue to be battered by the rising oil prices. Capital A may face higher jet fuel costs amid rising geopolitical tensions in the Middle East according to Mabel’s Maybank IB analyst. Jet fuel spot prices have remained close to his projected figure of $105 per barrel at present, hovering at $104/bbl, he notes. However, he expects that for every $1/bbl increase in jet fuel price, that would widen or trim his estimate for Capital A's core net loss or profit by about MYR50 million and his sum-of-parts target price would decrease by MYR0.03. He thinks Capital A may pass on the higher fuel costs to passengers without affecting load factor too much, given limited competition. Maybank maintains a buy rating on Capital A and keeps its target price at MYR0.94. Shares are 0.8% higher at MYR0.655. Support 1 at 67 sen has been breached and Mabel is waiting to collect Capital A starting from 64.5 sen at Support 2.

Let's hope some nice uncles and aunties will sell next week

Meow

Wow YTL Power touches RM 4.00 oledi...

Meow Meow Meow

The best person to answer this is Tony himself. Yes, Capital A Berhad, the parent company of AirAsia, has indeed taken steps to dispose of its aviation business. Here are the details:

1. Disposal of Aviation Business: Capital A has entered into a non-binding letter of offer with AirAsia X Berhad (AAX) for the proposed disposal of its aviation business. This includes AirAsia Berhad (AirAsia Malaysia) and AirAsia Aviation Group Limited (subsidiaries in Thailand, Indonesia, Philippines, and Cambodia).

2. Strategic Move: The goal is to streamline the group and facilitate a business-centric valuation of separate entities. By selling the aviation business to AAX, Capital A aims to create an aviation pure play under the AirAsia brand. This move is expected to unlock greater value for shareholders.

3. Benefits: Focused management and a clear strategic direction will enhance the aviation business’s capacity for growth and profitability. Separating the aviation business allows non-aviation businesses within the group to be recognized for their intrinsic value and potential.

4. Exit from PN17: Following the disposal, Capital A shareholders will become shareholders of the two strong listed companies (aviation and non-aviation). The decision aligns with market preferences, providing clearer understanding and valuation.

5. Regularization Plan: Capital A is in the final stages of finalizing its PN17 regularisation plan. The group aims to submit the plan to Bursa Malaysia in the near future. The plan involves creating a pure aviation play and lifting the PN17 status.

In summary, Capital A’s strategic disposal of the aviation business aims to improve financial stability and create distinct entities. Exiting PN17 involves implementing the regularisation plan and focusing on both aviation and non-aviation ventures

Source:

https://www.businesstoday.com.my/2024/01/08/capital-a-disposes-aviation-business-to-airasia-x/

https://www.thestar.com.my/business/business-news/2023/06/02/capital-a-to-unveil-pn17-regularisation-plan

The 12th Annual General Meeting (AGM) of Sapura Energy Berhad is scheduled to be held on Wednesday, 26 July 2023, at 10:00 a.m.. The AGM will be conducted fully virtually, ensuring convenient access for all shareholders.

Any news on the White Knight?

OTB 4.00 is still a strong resistance to cross.
Can cross or not ?
There is another strong resistance to cross at 4.07.
Good luck.
18/04/2024 10:12 AM

Thank for the tips OTB...

Our YTL Power has a long GREEN Candlestick today..

To Our Success !

Meow Meow Meow

#UlarSawa Good news. Good news. Huawei planning to launched new gadgets on 18/4 liao leh. Start to take order for the new model liao lor. Using new chip kirin 9010 leh. What spec is tis kirin 9010. Later will know lah. Haiyoh. Correct?
18/04/2024 11:06 AM

It’s a pity that Huawei is not listed. Otherwise we can see how they match up with Nvidia..hihihi

As the saying goes, the more the merrier...

Nvidia: Established dominance in the AI chip market, especially in GPUs.

Huawei: Emerging as a formidable competitor, particularly in China and Asia.

In summary, while both companies operate in the AI chip domain, their business models, software ecosystems, and global contexts differ significantly. The intensifying competition between Nvidia and Huawei underscores the evolving landscape of AI chip development

Both have it’s own place…

To Our Success!

Meow

YTL Power so Power today...

Life is soooo beautiful...

Meow Meow Meow

jenson68 Strong rebound !! Congrats for those bought yesterday ..gogogo
17/04/2024 12:09 PM

Thank you so much jensen68...

Mabel soooooo apy today...

Meow Meow Meow

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

1 day ago | Report Abuse

paktua73 paktua salute to who dare fight and emter below rm3.80..
you're real warriors here..
believe on ytlpowr will rise more then rm4.00..
we will see back above rm4.07 on coming weeks..

tut tut
paktua salute to who real fighters here who walk on own talk..
not to who just NATO coward Spirit..
16/04/2024 10:46 AM

Yo paktua73...

Thanks to some nice Uncles and Aunties, Mabel collect more today at RM 3.76 and RM 3.75. Now waiting to collect more at RM 3.74...Hihihi

To Our Success !

Meow Meow Meow

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

1 day ago | Report Abuse

....accumulation in progress for YTL as Mabel believe on YTL Power will rise more RM 4.00 if the War is not escalated..

Many investors have missed out on the recent rally of YTL Power, including the majority of local analysts and local institutional funds. So Mabel will continue to HOLD, the remaining share after locking profits recently and will not hesitate to add when it matters like what Mabel is doing today.

YTL Power remains the cheapest utility stock in Bursa with forward PER of just 9.0x, compared to over 20x PER for Tenaga, PetGas, GasMalaysia, Dialog etc.

YTL Power is set to deliver another record earnings for FY2024 ended June with net profit of over RM3.0 billion from RM1.9 billion in FY2023, even the most conservative Maybank analyst projected a net profit of RM2.986 billion for FY2024. That's for a superb 57% increase in net profit y-on-y. Which big cap in Bursa could possibly deliver such a huge profit jump in a year??

With so many new projects taking off in months to come, YTL Power earnings will continue to grow in FY2025 and beyond:

1) Wessex Waters to turn around from April 2024
2) Jordan Power to deliver full PPA earnings from early 2024
3) Yes 5G to break even by end 2024
4) digital bank to start contributing profit in 2-3 years or by 2027
5) WTE plant to start contributing profit from 2027
6) PowerSeraya new 600MW hydrogen ready CCGT to start contributing profit from 2028
7) UK Brabazon property project to contribute meaningful profits from 2025
8) 1st phase data centre with SEA Group to start contributing profit from 2H 2024
9) 1st phase AI data centre with Nvidia to start contributing profit from end 2024
10) potential clinching of new solar power project in Malaysia from new LSS tenders

To Our Success!

Meow Meow Meow

*Benchmarking with the Samurai*..

The principles of Judo offer valuable insights that can be applied beyond the martial art itself. Judo’s approach to winning aligns with successful investing:

Adaptability and Resilience: Judo masters learn how to fall gracefully and recover swiftly. Similarly, successful investors understand that setbacks are part of the game.
Just as a Judoka adapts to their opponent’s moves, investors must adapt to changing market conditions, economic shifts, and unexpected events.

Cutting Losses Short: In Judo, knowing when to concede a throw or hold is crucial. Sometimes, it’s better to yield and avoid injury than to resist and suffer a defeat. Similarly, successful investors recognize the importance of cutting losses. If a stock is declining significantly, they sell early to limit losses rather than hoping for a rebound.

Risk Management: Judo practitioners assess risks during a match. They calculate the probability of success for each move. Investors should also evaluate risks. Diversification, position sizing, and setting stop-loss levels are essential risk management techniques.

Timing and Opportunity: Judo throws require precise timing. A well-executed throw catches the opponent off guard. In investing, timing matters. Recognizing opportunities (buying low) and knowing when to exit (selling high) are critical skills.

Leveraging Strengths: Judo leverages an opponent’s strength against them. A smaller Judoka can defeat a larger opponent by using their momentum. Similarly, investors should play to their strengths. Understand your investment style, risk tolerance, and expertise.

Emotional Discipline: Judo teaches emotional control. Reacting impulsively during a match can lead to defeat. Investors must remain disciplined, avoiding emotional decisions driven by fear or greed.

Continuous Learning and Improvement: Judo practitioners train relentlessly to refine their techniques. Successful investors also learn continuously, adapt to new information, and improve their strategies.

Watashi-tachi no seikō no tame ni (To Our Success)

Meow

Meow Ular...

Watashi-tachi no seikō no tame ni

Meow Handsome Sslee...

The principles of Judo offer valuable insights that can be applied beyond the martial art itself. Judo’s approach to winning aligns with successful investing:

Adaptability and Resilience: Judo masters learn how to fall gracefully and recover swiftly. Similarly, successful investors understand that setbacks are part of the game.
Just as a Judoka adapts to their opponent’s moves, investors must adapt to changing market conditions, economic shifts, and unexpected events.

Cutting Losses Short: In Judo, knowing when to concede a throw or hold is crucial. Sometimes, it’s better to yield and avoid injury than to resist and suffer a defeat. Similarly, successful investors recognize the importance of cutting losses. If a stock is declining significantly, they sell early to limit losses rather than hoping for a rebound.

Risk Management: Judo practitioners assess risks during a match. They calculate the probability of success for each move. Investors should also evaluate risks. Diversification, position sizing, and setting stop-loss levels are essential risk management techniques.

Timing and Opportunity: Judo throws require precise timing. A well-executed throw catches the opponent off guard. In investing, timing matters. Recognizing opportunities (buying low) and knowing when to exit (selling high) are critical skills.

Leveraging Strengths: Judo leverages an opponent’s strength against them. A smaller Judoka can defeat a larger opponent by using their momentum. Similarly, investors should play to their strengths. Understand your investment style, risk tolerance, and expertise.

Emotional Discipline: Judo teaches emotional control. Reacting impulsively during a match can lead to defeat. Investors must remain disciplined, avoiding emotional decisions driven by fear or greed.

Continuous Learning and Improvement: Judo practitioners train relentlessly to refine their techniques. Successful investors also learn continuously, adapt to new information, and improve their strategies.

Remember, just as a Judoka rises after a fall, investors can recover from losses by staying disciplined, learning from mistakes, and persistently pursuing their financial goals. It’s all about managing excpectation, the rest is technology

YTL Power
CGS International believes the potential value accretion from YTL Power’s data centre investments has yet to be fully priced in by the market despite its strong share price performance over the past 12 months.

Current share price implies a price to earnings multiple of 10 times on an earnings base that reflects a normalisation of PowerSeraya earnings by FY2026, it added. It has an “add” call on the stock with a TP of RM4.50.

Yum Yum Yum

#paktua73 congrat to all ytlpowr fighters who manage reload below rm3.80 today..
and congrats also to long holders who stand hold on this Storm..

tut tut
jika anda percaya anda pasti fight on it..
16/04/2024 4:54 PM

Same to you paktua73!

The disposal of Bursa Malaysia equities by foreign investors has extended into its seventh consecutive week, amounting to RM373.5 million net despite a shortened trading week. This net sales figure is approximately 11% higher than the previous week, even though it accumulated over only three trading days due to the Hari Raya Aidilfitri holiday.

The weak sentiment on Wall Street, driven by stronger-than-expected inflation data, has weighed on markets over the past week. Additionally, the unpredictability surrounding interest rate cuts by the Federal Reserve has contributed to this trend.

The CME FedWatch Tool now indicates a 94.1% probability that the Fed will keep rates unchanged in the May and June meetings. Meanwhile, the market remains divided over the prospective outcome of the July meeting, with a 43.5% probability of no change and a 44.5% probability of a 25bps cut.

Asian markets have mostly experienced net selling of foreign funds, with five out of eight stock exchanges tracked by MIDF Research witnessing net outflows. India and South Korea were the main sources of inflows, while Thailand was the only other country experiencing inflows. On Bursa Malaysia, foreign investors primarily sold equities in the financial services, utilities, and consumer products and services sectors. However, the property, transport and logistics, and construction sectors saw net inflows.

Meanwhile, *Local institutions, Mabel and paktua73* continued to be net buyers of domestic equities, while local retailers remained net sellers. The average daily trading volume (ADTV) decreased among local retailers and local institutions but increased among foreign investors

To Our Success !

Meow Meow Meow

With growing tensions in the middle east, and energy prices already on the rise, that weighed on shares.

On Saturday evening, Iran launched more than 300 armed drones on Israel. The majority were shot down by Israel, as well as the U.S., U.K. and Jordan. There were no known U.S. or Israeli deaths.

Afterwards, Iran said that its attack "can be deemed concluded." Although, Israel responded by saying the situation is "not over."

However, for now, the imminent danger has come and gone. And the fear of escalation appears to have been muted at present.

If stocks were pressured by the threat of imminent attack, stocks are ripe for a rebound given the better than expected outcome.

With growing tensions in the middle east, and energy prices already on the rise, that weighed on shares.

On Saturday evening, Iran launched more than 300 armed drones on Israel. The majority were shot down by Israel, as well as the U.S., U.K. and Jordan. There were no known U.S. or Israeli deaths.

Afterwards, Iran said that its attack "can be deemed concluded." Although, Israel responded by saying the situation is "not over."

However, for now, the imminent danger has come and gone. And the fear of escalation appears to have been muted at present.

If stocks were pressured by the threat of imminent attack, stocks are ripe for a rebound given the better than expected outcome.