Haha so nice. Some nice Uncles and Aunties matched Mabel's bid price at 79 and 78

Let's fly to New York. Capital A shareholder would receive up to 397 Nasdaq NewCo shares for each 1,000 Capital A shares held,

To Our Success

Meow Meow Meow

#OTB Never in my life, I never believe the market cap of YTL+YTLPower is > Tenaga.
The share price of YTLPower is not at its best yet.

The share price of PIE hit 30% limit up when the company announced it has secured a sizeable AI server client that will take up the entire Plant 6.
Likewise, I believe when Nvidia takes up the 100 MW of YTLPower's data center in Kulai Johor, the share price of YTLPower will skyrocket up the roof.

This phenomenon will happen at the end of 2024 or early 2025.
Good luck.
Thank you.
29/04/2024 5:13 PM

Meow OTB..

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.

Data Centre can be YTL Power pull factors along with other existing goodies YTL Power can offer...

EngineeringProfit Next stop - where? 2.00?
29/04/2024 8:53 PM

CAPITALA & AAX: Let our powers combine.

Restoring CAPITALA to BUY, upgrade AAX to BUY Details of the merger between CAPITALA’s 4 airlines and AAX were released.

For CAPITALA, more needs to be done to lift its PN17 classification. The merger is value dilutive in the short term but may be value accretive in the long term.

We restore our BUY call and MYR0.94 SOP-TP on CAPITALA. For AAX, the merger is EPS neutral but may be value accretive due to the more stable earnings profile of the enlarged group; we maintain our MYR1.52 TP. With 26% upside, we upgrade AAX to BUY

Source: Mabel Tiger Bank..

Malaysia and Singapore have emerged as a leading destination for data centre investments in the ASEAN region and YTL Power will soon be one of the major player in the region.

DickyMe 397 FREE ker?
29/04/2024 5:58 PM

Stand to be correct...Mabel thinks it FREE to compensate the share dilution with NewCo..

Anyway, let's wait for more good news to cum..

Meow Meow Meow

Life is so beautiful when you are flying with the World's Best Magician.

Syabas Tony and Team!

Meow Meow Meow

Yes Lah...Capital A will be out of the storm by June 2024.
https://theedgemalaysia.com/node/709721

KUALA LUMPUR (April 29): Shares of Capital A Bhd and AirAsia X Bhd (AAX) climbed further during Monday’s morning trading session.

• AAX, which is buying AirAsia’s short-haul airline businesses currently parked under Capital A, saw its shares rise as much as 18 sen or 13.14% to RM1.55 in the morning session. The counter is up 27% in the last five days. At noon break, the counter is still up 13 sen or 9.49% at RM1.50, valuing the group at RM670.61 million. Trading volume surged to 15.28 million shares, five times its two-month average of 2.69 million shares.

• Shares of Capital A rose as much as six sen or 8.16% with 52.9 million shares traded, more than five times its two-month average volume of 9.28 million. At noon break, the counter is still up 5.5 sen or 7.48% at 79 sen, valuing the group at RM3.32 billion. The counter is up 17.9% in the past five trading days.

Capital A has also proposed to distribute 73.33% of the NewCo shares to its shareholders via capital reduction (RM2.2 billion worth, based on transaction price of RM1.30 apiece). An entitled Capital A shareholder would receive up to 397 NewCo shares for each 1,000 Capital A shares held, depending on Capital A’s shares based on the entitlement date.

To New York with Loves..

Captain Mabel Meow

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

Fly Robin Fly..

To Our Success !!!

Meow Meow Meow

DickyMe Who is Robin? Secret affair?
29/04/2024 11:05 AM

Haha Dicky Dear...

https://youtu.be/wC_kCnm3GYQ?si=FlP8GbzFHr77Ma-e

Fly Robin Fly..
Fly up to the skies..

80 is cumming..hihihi

To Our Success!

Meow Meow Meow

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

Fly Robin Fly..

Haha SinGor you are some time very funny...

Totally in line with what you said..

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

Summing up: 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.

Mabel see more possibilities and similarities between these two PN17 Companies. So Mabel is counting on our Smart Accountant Magician to pull this together as it can have a spin-off effect...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.

To Our Success!

Captain Mabel Meow

Summing up: 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.

Mabel see more possibilities and similarities between these two PN17 Companies. So Mabel is counting on our Smart Accountant Magician to pull this together as it can have a spin-off effect...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.

To Our Success!

Captain Mabel Meow

Recap:

In 2018 under Sharil, Sapura Energy’s cash call involved a RM3 billion rights issue of 9.987 billion shares priced at 30 sen each on a 5-for-3 basis, with 1 free warrant for every 10 rights shares subscribed. Another RM1 billion was raised through the issue of 2.397 billion Islamic redeemable convertible preference shares (RCPS-i), offered based on two RCPS-i for every five shares owned, priced at 41 sen each. The RCPS-i are convertible into ordinary shares on a 1-for-1 basis upon maturity on Jan 29, 2024. This means each RCPS will indeed be automatically converted into one ordinary share of Sapura only upon reaching maturity on 23rd January 2024 meaning more shares will be listed on 23rd Jan 2024 by PNB.

Based on the above Mabel takeaway is simple..

PNB’s stake in Sapura Energy, held under its various funds, was only 12.16% before the rights issue. It also fully subscribed for the latter’s Islamic redeemable convertible preference shares (RCPS-i), which were part of a RM4 billion cash call — RM3 billion from a five-for-three renounceable rights issue at 30 sen per share, and RM1 billion via a two-for-five renounceable rights issue of new RCPS-i at 41 sen each.

In simple term that's PNB cost without considering of the 12.16% before the right issues (which is at a higher price) is between 30 to 41 sen per share.

To Our Success!

Meow

Other possibilities as stated by SinGor...

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.

Mabel see some possibilities and similarities between these two PN17 Companies. So Mabel is counting on our Magician to pull this together as it can have a spin-off effect...hihihi..

Coming to think of it, Lady Sapura order book received from last quarter of 5b has increased to latest announcement of 6.6b. A very impressive number. Some more the cash flow position is also equivalent to nearly $0.09 per share. So they are doing good business project and now they only need to swap the debts through regulatory channels to clean balance sheet figure as like AAX and Capital A debt swap. It takes time but any invested investors can’t wait must invest somewhere and not in this Lady as the NTA is -$0.13 after selling OMV instead of $-0.23. So if they can raise right issue of $0.13 per share then this counter should expect to get out of PN17 status without even white knights needed

*Recap: Spinoff from Sapura Energy’s sale of its OMV business to the French TotalEnergies*:

*Sale of OMV Stake*: Sapura Energy Berhad announced the divestment of its 50% equity interest in SapuraOMV Upstream Sdn Bhd to TotalEnergies Holdings SAS. The transaction involves a cash consideration of USD 530.3 million (approximately RM 2,534.5 million). Additionally, TotalEnergies will relieve Sapura Energy of a USD 175 million obligation related to a financing facility extended by OMV Exploration & Production GmbH to SapuraOMV. The total disposal consideration, including both cash payment and the release of the obligation, amounts to USD 705.3 million (approximately RM 3,370.8 million). The acquisition is subject to regulatory approvals and customary closing adjustments, expected no later than the second half of 2025.

*Order Book Growth*: Sapura Energy’s order book has increased from RM 5 billion to RM 6.6 billion. This impressive growth reflects strong demand for their services and projects.

*Cash Flow Position*: The company’s cash flow position is equivalent to nearly $0.09 per share. Cash flow per share is a robust measure of financial strength, as it considers after-tax earnings and depreciation on a per-share basis. Unlike earnings per share, which can be manipulated, cash flow per share provides a more accurate assessment of a company’s financial health.

*Debt Swap and Balance Sheet Cleanup*: The company aims to clean up its balance sheet by swapping debts through regulatory channels. Like the strategies employed by AAX and Capital A, this process takes time but is essential for long-term sustainability. If executed successfully, it could help Sapura Energy exit PN17 status without relying on external white knights.

These developments indicate Sapura Energy’s commitment to recovery and long-term viability just like Capital A..

To Our Success !

Captain Mabel Meow

#intansri It is not true from business operation about this counter. The book order received from last quarter of 5b increased to latest announcement of 6.6b. A very impressive number. Some more the cash flow position is also equivalent to nearly $0.09 per share. So they are doing good business project and now they only need to swap the debts through regulatory channels to clean balance sheet figure as like AAX and Capital A debt swap. It takes time but any invested investors can’t wait must invest somewhere n not here
28/04/2024 6:06 AM

intansri Now NTA is -$0.13 instead of $-0.23. So if you can raise right issue of $0.13 per share then this counter should expect to get out of PN17 status without white knights needed
28/04/2024 6:11 AM

intansri -0.13 after selling OMV
28/04/2024 6:12 AM

Thanks for your insights intansri...

Let’s delve into the insights following Sapura Energy’s sale of its OMV business to TotalEnergies:

Let’s delve into the insights following Sapura Energy’s sale of its OMV business to TotalEnergies:

Sale of OMV Stake: Sapura Energy Berhad announced the divestment of its 50% equity interest in SapuraOMV Upstream Sdn Bhd to TotalEnergies Holdings SAS. The transaction involves a cash consideration of USD 530.3 million (approximately RM 2,534.5 million). Additionally, TotalEnergies will relieve Sapura Energy of a USD 175 million obligation related to a financing facility extended by OMV Exploration & Production GmbH to SapuraOMV. The total disposal consideration, including both cash payment and the release of the obligation, amounts to USD 705.3 million (approximately RM 3,370.8 million). The acquisition is subject to regulatory approvals and customary closing adjustments, expected no later than the second half of 2025.

Order Book Growth: Sapura Energy’s order book has increased from RM 5 billion to RM 6.6 billion. This impressive growth reflects strong demand for their services and projects.

Cash Flow Position: The company’s cash flow position is equivalent to nearly $0.09 per share. Cash flow per share is a robust measure of financial strength, as it considers after-tax earnings and depreciation on a per-share basis. Unlike earnings per share, which can be manipulated, cash flow per share provides a more accurate assessment of a company’s financial health.

Debt Swap and Balance Sheet Cleanup: The company aims to clean up its balance sheet by swapping debts through regulatory channels. Like the strategies employed by AAX and Capital A, this process takes time but is essential for long-term sustainability. If executed successfully, it could help Sapura Energy exit PN17 status without relying on external white knights.

These developments indicate Sapura Energy’s commitment to recovery and long-term viability..

Our next question what is the estimate timeline to get PN17?

To Our Success

Meow

#Sslee 52 Weeks Range: 0.64 - 1.12

The question: defying the odds , i have been here more than a year and I beat them in estimates, dont be too stubborn and only accept traditional view , its OK

So how many times you managed to buy at 0.64 and sell at 1.12.

Meanwhile I already earned my multibagger in trading Insas-WC
27/04/2024 9:46 AM

Well done sslee on Insas -WC..

Most of us have been trading in and out in this counter ever since PreCovid including those two delicious Dividends..

Always remember, a lot of trading mistakes is due to having too HIGH expectations for big results. This causes stress, anxiety, poor judgement, and overconfidence.

This can happen in 2 ways:

1. You lost money now you want to make it back. Well, then you start to force trades, revenge trade, take big positions and make a bunch of other mistakes.

2. You made a lot of money now you think you are unstoppable. You got lucky a few times so now you think you don't need to manage risk, increase position size and double your money, lol continue

Takeaway

* Stay focused and always keep calm.

* Continue improving trading system and process

* In the middle of trading don't change your process only do it afterwards when you review.

* Consistency is what you are striving for as a trader nothing else (yes, nothing else).

To Our Success !

Meow

#dragon328 The fair value of RM20.58 given by SWS is based on the following stream of projected free cashflows:

FY2024 - RM2.88 bn
FY2025 - RM2.05 bn
FY2026 - RM4.71 bn
FY2027 - RM6.57 bn
FY2028 - RM8.03 bn
FY2029 - RM9.36 bn
FY2030 - RM10.55 bn
FY2031 - RM11.60 bn

I would say the projected FCF figures for FY2024 and FY2025 are way below the most conservative projection, the FCF figures should be above RM3.5-4.0 billion each year

The figure of RM4.71bn for FY2026 looks reasonable and should be achievable.

The figure of RM6.57 bn for FY2027 is also within reach given the development in YTLP's AI data centre business.

For the FCF figures of RM8.0 to 10.5 bn in FY2028-2030, YTL Power may achieve these if it can secure customers to take up all the 500MW data centre capacity at Kulai.

Before that, I would take the latest submitted FCF figure of RM6.57bn for FY2027 as the firm data, hence the fair value would be about half at RM10.00.
27/04/2024 3:00 PM

https://www.ft.com/content/f01c6852-8aa6-4cc0-991d-38f15077ba92

This is one of the reason why Data Centre is explosive lately.

Both Microsoft and Alphabet are spending big on AI data centre this year and in 2025. Both companies doubles down to meet expected generative AI demand. The report that dragon shared from the Financial Times highlights significant investments by Microsoft and Alphabet (Google) in AI data centers. Here are the key points:

Microsoft’s Capital Expenditure (CapEx): Microsoft’s CapEx surged to $10.7 billion in the past quarter. The company is heavily investing in data centers, compute, and networking. This spending trend is expected to continue throughout fiscal 2024. The acceleration encompasses both physical data centers and computational resources like CPUs and GPUs. The focus is on increasing capacity for normal Azure workloads and AI workloads.

Generative AI and New Workloads: Microsoft views the current wave of generative AI applications as critical. The company aims to meet the growing demand for AI services. The spending is supported by strong revenue growth, with Azure sales up by 27 percent (excluding currency fluctuations). AI contributes to a significant portion of Azure’s growth.

Google’s Investment: Alphabet (Google) is also investing heavily in data centers and AI compute. The tech giants are positioning themselves for the AI-driven future.

Both Microsoft and Alphabet recognize the transformative potential of AI and are committing substantial resources to expand their data center capacities to join the bandwagon with other AI players across the Globe...

Malaysia and Singapore have emerged as a leading destination for data centre investments in the ASEAN region and YTL Power will soon be one of the major player in the region.

To Our Success

Meow

As an example in Wall Street, among the tech giants, 16 out of 20 information technology stocks have reported EPS wins this week according to Earnings Scorecards. The key lies in identifying the pull factors; the rest will naturally fall into place...

Data Centre can be our pull factors along with other goodies YTL Power can offer...

To Our Success !

Meow

dragon328 https://www.ft.com/content/f01c6852-8aa6-4cc0-991d-38f15077ba92

Both Microsoft and Alphabet are spending big on AI data centre this year and in 2025.
27/04/2024 2:35 PM

Yes dragon328 dear...

*What a difference a week can make*!

After a strong run to start the year, markets have pulled back over the last couple of weeks and many investors are already anticipating the worst.

After posting its worst weekly performance in over a year last Friday, the S&P 500 (SP500) rebounded this week to score its best performance since October 2023. The rise was primarily driven by a surge in technology stocks and other growth sectors, anchored by favorably received quarterly reports from Microsoft (MSFT), and Alphabet (GOOG) (GOOGL). However, aside from earnings, market participants received a bit of a reality check in the form of economic data on GDP and core PCE that pointed to stalling growth and sticky inflation.

All eyes are now on the Federal Reserve's latest meeting on Tuesday and Wednesday. For the week, the S&P 500 (SP500) gained +2.7%, the tech-heavy Nasdaq Composite (COMP:IND) climbed +4.2%, and the blue-chip Dow (DJI) rose +0.7%.

*Rate Cuts are Coming*

The Federal Reserve is very close to changing their policy outlook, shifting from high interest rates and restrictive monetary policy to cutting rates and increasing liquidity. Lower rates will increase lending and spending, and likely power the stock market higher.

While the most recent data has shown a slight uptick in inflation, which has pushed rate cut expectations farther out in the future, they are still very likely cutting this year. Furthermore, there has been limited data showing that inflation is picking up and the disinflationary trend has been persistent over the last year.

So, unless the data shows inflation continuing to rise materially, the rate cut expectations could quickly reverse, and may still arrive within the next few months.

Along with earnings growth, liquidity is the most influential factor moving markets. Increasing liquidity has a strong correlation with higher stock and asset prices.

To Our Success!

Meow

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..