Mabel

Mabel | Joined since 2019-02-11

Investing Experience Advanced
Risk Profile High

Disclaimers :- All Mabel comments in i3 forum are based on my investment experience across the Globe by applying the Pareto principle. No buy or sell call on any stocks in i3 forum on all my comments. You are advised to consult license banker or Remisier for any investment.

Followers

69

Following

1

Blog Posts

1

Threads

23,917

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
23,917
Past 30 days
249
Past 7 days
67
Today
17

User Comments
Stock

2024-01-11 19:30 | Report Abuse

#geary Mabel:
That way you can be well prepared. Summing up of CapitalA:
S3: 068.(Double Bottom)
S2: 0.74.(Oversold)...Added...!?
S1: 0.79.
PIVOT: 0.82.
R1: 0.85.
R2: 0.89.
Dis: Trade at your own Risk!
11/01/2024 4:50 PM

Noted and thanks geary..

Looks like our CapitalA has been shorted since yesterday.

Mabel release all at 79 and collected back at 74 sen..

The short sellers must buy back and return the shares they borrowed within three market days, or face penalties from the exchange. The number of shares they must buy back depends on the market conditions and their risk appetite.

Our Views

From the risk perspective, we are positive as we deem the disposals are necessary to uplift Capital A from its PN17 status or risk triggering a trading suspension. Moreover, the shareholders of Capital A are expected to continue to hold shares in the aviation segment via AAX. According to announcement, the company is expected to record gain on dilution of interest in AAB and AAAGL as well as deconsolidation of AAB and AAAGL from Capital A as a result of the proposed disposals and thereby is expected to improve the shareholders’ equity of the group in its effort to regularise its financial conditions.

Impact

No change to Capital A’s earnings projections and financial standings, awaiting signing of definite agreement and negotiations on the disposal considerations.

Valuation

We maintain Capital A’s target price at RM0.85/share, which is based on a PE multiple of 10x CY24 earnings. We advise investors to stay out of Capital A’s restructuring exercise until having more clarity on the AAX share entitlement, which would depend on the price fixing of new AAX consideration shares and the final disposal considerations.

Source: TA Research - 9 Jan 2024

Stock

2024-01-11 13:14 | Report Abuse

Charts looks not so good today ...may hit Sifur88 level as he mentioned yesterday..

Stock

2024-01-11 13:11 | Report Abuse

Haha Handsome Sslee don't worry ...

Mabel has been in and out CapitalA..

Planning to collect at 74 sen..

Unlike SIA, SATS and SA Engineering, this one you buy 1 get 4 Free..

Meow

Stock

2024-01-11 11:43 | Report Abuse

Capital A’s shareholders are expected to continue to hold shares in the aviation segment via AAX.

Stock

2024-01-11 11:38 | Report Abuse

SINGAPORE – Amid rising demand for air travel in the Asia-Pacific region, an aviation innovation centre has been set up in Singapore to address airspace and manpower constraints through the use of technology.

Changi Airport is likely to be a beneficiary when Terminal 5 opens in the mid-2030s, as the air hub looks to ensure that it has the necessary infrastructure and manpower to serve the growth in traffic.

https://www.straitstimes.com/singapore/transport/aviation-innovation-centre-set-up-in-s-pore-to-tackle-capacity-constraints-carbon-emissions?utm_campaign=ST_Newsletter_AM

Stock

2024-01-11 08:32 | Report Abuse

#Surewinbig If like that every quarter can save 700m. The cost is transfer to aax. Meaning capital a become profitable company. Good news no more pn17
11/01/2024 8:07 AM

#Surewinbig Sales all airplane to aax confirm get many cash flow. Capital a become more richest Tony going to declare Rm1 dividend to shareholders.
11/01/2024 7:47 AM

Surewinbig will Surely Win Big! just like Precovid times..

To Our Success!

Captain Mabel Meow

Stock

2024-01-11 08:20 | Report Abuse

https://www.youtube.com/watch?v=beB249dZFlQ

Welcome to World Class..

Because while first class is something you can buy, world class is everything we do.

*Welcome to Mabel Airlines*

Stock

2024-01-11 08:05 | Report Abuse

If PMX is not careful, Mabel Airlines could transform back into MSA. Malaysia–Singapore Airlines (abbreviation: MSA) was the flag carrier of Malaysia and Singapore. It came into being in 1966 because of a joint ownership of the airline by the governments of the two countries. It was headquartered at Raffles Place in Singapore.

The airline ceased operations after six years in 1972 when both governments decided to set up their own national airlines, Malaysian Airline System (MAS) and Singapore Airlines (SIA).

Malaysia and Singapore are Truly Asia with Mabel Airlines Clear Blue in 2024. With 3 International Awards, it’s 150%% Success Rate for Mabel Airlines to help everyone to fly...

• Malaysia AirAsia continued success being named the World's Best Low-Cost Airline in 2023
• Singapore Airlines continued success being named the World's Best Airline in 2023
• Singapore's Scoot taking the top title as the World’s Best Long Haul Low-Cost Airline in 2023

To Our Success !

Captain Mabel Meow

Stock

2024-01-11 07:39 | Report Abuse

Meanwhile, Kenanga Research, which has a “market perform” call on Capital A, has maintained its earnings forecast with a target price of 84 sen for the group.

“Essentially, the exercise is expected to result in greater clarity of investment between Capital A, being the aviation services and digital businesses provider; and AAX, a pure aviation business consolidating both long and short-haul routes under the AirAsia brand name.

This would result in the development of a more focused shareholder base, which is also expected to facilitate a business-centric valuation of the separate entities and potentially unlock value to shareholders.

“Once the sale is completed, Capital A will focus on four businesses, namely, Teleport, Santan, BigPay and Asia Digital Engineering Sdn Bhd,” the research house said.

In November 2023, Capital A proposed the listing of a unit, which is the licensee of the AirAsia brand, via a special-purpose acquisition company on Nasdaq at US$1bil (RM4.77bil) valuation.

Kenanga Research said based on its financial year 2024 net profit of RM250mil for Capital A’s airlines business and applying low-cost carriers’ peer one-year forward price earnings ratio of between seven times and 14 times, the indicative valuation works out to between RM1.8bil and RM3.5bil.

Based on an indicative valuation of RM3.5bil, its sum-of-parts target price is expected to be raised by 28% from 84 sen per share to RM1.08 per share. The research house said there could be potential earnings leakages or losses to the group from revenue and profit contribution following the sale of its airlines business to AAX.

https://www.thestar.com.my/business/business-news/2024/01/10/capital-as-sale-of-airline-business-to-aax-a-positive

Stock

2024-01-11 07:26 | Report Abuse

SIA has more than 20 subsidiaries that provide various aviation-related services, such as ground handling, catering, maintenance, repair, overhaul, cargo, and low-cost flights. SIA, or Singapore Airlines, is the parent company of SATS and SIA Engineering, which are both listed on the Singapore Exchange

1. SIA owns 40.8% of SATS, which provides ground handling and catering services to airlines and airports.
2. SIA owns 77.4% of SIA Engineering, which provides maintenance, repair, and overhaul services to aircraft.

SIA also owns 100% of Budget Aviation Holdings, which operates Scoot, a low-cost subsidiary of Singapore Airlines. Scoot has a fleet of widebody Boeing 787 Dreamliners, single-aisle aircraft from the Airbus A320 family, and plans to add the Embraer E190-E2 in 2024.

Meanwhile Capital A has more than 10 subsidiaries that provide various aviation-related and non-aviation-related services. Capital A is a holding company that owns various businesses related to aviation, logistics, food and beverage, digital services, and engineering. It plans to sell its airline businesses to AirAsia X, a sister company that operates mid-haul flights, to streamline the group and unlock greater value for shareholders. The shareholders of Capital A are expected to continue to hold shares in the aviation segment via AAX.

Capital A’s non-aviation businesses include Teleport, which has its own freighter fleets and joint ventures with other cargo airlines; Santan, which operates restaurants and catering services; AirAsia Move, which offers digital services such as BigPay, a remittance and debit card service; and ADE, which provides aircraft maintenance, repair, and operations services.

Yesterday all the 3 Singaporean SGX Princess continue to climb while the 2 Malaysian Prince retrace. KLCI retrace by 12 points yesterday.

Captain Mabel Meow

Stock

2024-01-10 20:50 | Report Abuse

Yes geary, Fishergal should not try to forecast the future price movements of the assets they trade, but rather react to the actual price changes as they occur.

Whenever it matters cut-loss and cut-win accordingly, before the price moves further against or in favor of you. These are risk management techniques that can help you to limit their losses and lock in your profits.

Percentage trading processes are methods that use a fixed percentage of the account balance or the current trade value to determine the position size, the stop-loss level, or the take-profit level. These are also risk management techniques that help traders to control their exposure and optimize their returns.

Summing up, like our Tony, the Magician, Fishergal should also be flexible and adaptive to the market conditions, and use appropriate risk management techniques to protect their capital and maximize their gains.

To Our Success !

Meow

Stock

2024-01-10 19:47 | Report Abuse

#geary CapitalA Weekly Pivot Point Momentum!

Roughly #7.2% weekly capital return...if u buy at S1...0.79...sell at R1: 0.85.!?
Dis: Trade at your own Risk!
10/01/2024 2:30 PM

“*In The Midst of Chaos, There Is Also Opportunity” – General Sun Tzu*

Indeed geary and thanks for this lovely message.

Today is a good catch for Mabel, the Fisherman. KLCI is down by 12 points. This world is not for the faint of heart. But the opportunity available is far too great to let a little bit of anxiety get in the way. So what should we do? The best thing, like in all aspects of life, is to create a plan. Warren Buffett thinks, technical analysis can be a great way to enter and exit your trades.

Like everything we do in life, it’s all in how it is executed. Even the famed tool of the value investor, the discounted cash flow method, is useless if used incorrectly. The hard part is that we never know one key, crucial component when investing: the future. That’s why knowing how to use technical analysis is important. It helps you understand what may be about to happen based on patterns of the past.

That way you can be well prepared. Summing up of CapitalA:
S2: 0.74.
S1: 0.79.
PIVOT: 0.82.
R1: 0.85.
R2: 0.89.
Roughly #7.2% weekly capital return...if you just want to trade instead of investing.

Captain Mabel Meow

Stock

2024-01-10 13:17 | Report Abuse

Haha handsome Sslee this counter has been good with double digit P&L since last year excluding those fabulous Bonus and Dividends during Precovid..

Mabel has no issues holding CapitalA as Mabel said earlier comparing to SIA, this CapitalA is BUY 1 Get 4 Free. It's all about managing your position sizing, the rest is AI Technology..

Don't follow Mabel OK. Sifu rr88 already cums with guidelines. He has been correct last year. Respect his sharing..

To Our Success!

Meow

Stock

2024-01-10 09:53 | Report Abuse

#Sslee So Mabel how many lot you bought at 80 cents?

Mabel Mabel is waiting patiently at 80 sen...
Hopefully some nice Uncles and Aunties will sell today...
Meow
10/01/2024 9:51 AM

Haha MY Handsome Sslee. KLCI is down by 5 points. Uncles and Aunties are so nice today. Excellent opportunity to collect.

1st batch of Capital A at 80 sen is now secured. Now waiting to collect at 79.5, 79 etc . That will be the job for Mabel AI trading platform to secure that for Mabel. My trading is done today as far as KLSE is concern..

To Our Success !
Captain Mabel Meow

Stock

2024-01-10 09:18 | Report Abuse

Buying CapitalA is like Buy 1 and get 4 Free. Real Value for Money. *Now you know why Tony is a real Magician*..

Benchmarking..
SIA reported a net profit of $1.2 billion for the financial year ended 31 March 2023, a significant turnaround from the net loss of $4.3 billion in the previous year. The group attributed the improved performance to the strong recovery in passenger and cargo demand, as well as the cost-saving measures and transformation initiatives implemented during the pandemic.

Based on the latest analyst reports, SIA has an average target price of $6.87, representing a potential return of 7.1% from its current share price of $6.42. The analysts have a positive outlook on SIA, citing its strong brand reputation, resilient balance sheet, diversified revenue sources, and strategic partnerships.

SATS and SIA Engineering are both subsidiaries of SIA, which is the national airline of Singapore. SATS provides ground handling and catering services to airlines and airports, while SIA Engineering provides maintenance, repair, and overhaul services to aircraft. SIA owns stakes in both SATS and SIA Engineering, and they are also listed on the Singapore Exchange1

Based on the latest analyst reports, SATS and SIA Engineering both have positive outlooks for the next 12 months, with average target prices of $2.99 and $2.80 respectively, representing potential returns of 2.7% and 9.8% respectively. The analysts expect these companies to benefit from the recovery of the aviation sector, especially in the Asia Pacific region, where Singapore is a leading hub. They also cite the strong balance sheets, diversified revenue streams, and digital transformation initiatives of these companies as factors that support their growth prospects.

To Our Success !
Captain Mabel Meow

Stock

2024-01-10 09:10 | Report Abuse

Mabel is waiting patiently at 80 sen...

Hopefully some nice Uncles and Aunties will sell today...

Meow

Stock

2024-01-10 09:01 | Report Abuse

#Sslee The sky is now crowded with many low cost airlines compare with when Stony just starting the AA. AA is now loaded with debts, accumulated losses RM 10,331 million and the lease payment is now RM700 million and increasing per quarter.

10/01/2024 8:36 AM

Sslee have you been to a Fish market? Well Mabel did if she decided to cook. The fish market is so crowded with traders selling fish and vegetables. No one goes bankrupt..everyone flourish ...

Meow

Stock

2024-01-10 08:52 | Report Abuse

From baggage to seats, we've got everything you need to rock your trip. Hurry, your adventure is about to take off!

Stock

2024-01-10 08:13 | Report Abuse

*Summing up – 2024 will be a good year for both Mabel Airlines in Malaysia and Singapore*.

The one-hour flight between Singapore and Kuala Lumpur in Malaysia is the *World busiest international route, showing the scale of Asia's post-Covid-19 travel recovery. The International Air Transport Association (Iata) forecasts that in 2024, airlines will make US$25.7 billion (S$34 billion) in profits, on the back of a record US$964 billion in revenue.

Malaysia and Singapore are Truly Asia with Mabel Airlines Clear Blue in 2024. With 3 International Awards, it’s 150%% Success Rate for Mabel Airlines to help everyone to fly...

• Malaysia AirAsia continued success being named the World's Best Low-Cost Airline in 2023
• Singapore Airlines continued success being named the World's Best Airline in 2023
• Singapore's Scoot taking the top title as the World’s Best Long Haul Low-Cost Airline in 2023

CapitalA is a holding company that owns various businesses related to aviation, logistics, food and beverage, digital services, and engineering. It plans to sell its airline businesses to AirAsia X, a sister company that operates mid-haul flights, to streamline the group and unlock greater value for shareholders. The shareholders of Capital A are expected to continue to hold shares in the aviation segment via AAX. CapitalA are paid in advance meaning to get from point A to point B. This means that customers pay for the services before they receive them and 2023 is a great year for our CapitalA as it has been reporting narrower and narrower losses. 2024 will be better...

CapitalA’s non-aviation businesses include Teleport, which has its own freighter fleets and joint ventures with other cargo airlines; Santan, which operates restaurants and catering services; AirAsia Move, which offers digital services such as BigPay, a remittance and debit card service; and ADE, which provides aircraft maintenance, repair, and operations services.

Singapore Airlines is a premium airline that operates long-haul flights to various destinations around the world. It reported record revenue and earnings for the financial year ended 31 March 2023, thanks to the strong rebound in travel demand and the successful execution of its transformation strategy.

Singapore Airlines has 100 new-generation aircraft in its order book, including nine new 112-seater Embraer E190-E2 aircraft to Scoot’s fleet from 2024, complementing the budget carrier’s larger Airbus A320 family and Boeing 787 aircraft. Singapore Airlines expects to maintain its leadership position in the premium market and expand its network and customer base in the region.

In summary, CapitalA and Singapore Airlines are different in terms of their business models, target markets, and growth prospects. CapitalA is more diversified, sophisticated and focused on the short-haul and mid-haul segments, while Singapore Airlines is more specialized and focused on the long-haul and premium segments. Both have their own strengths and challenges in the competitive aviation industry.

To Our Success !

Captain Mabel Meow

Stock

2024-01-09 21:08 | Report Abuse

#geary Mabel...Indeed:
SATS and SIA Engineering are both subsidiaries of SIA, which is the national airline of Singapore. SATS provides ground handling and catering services to airlines and airports, while SIA Engineering provides maintenance, repair, and overhaul services to aircraft. SIA owns stakes in both SATS and SIA Engineering, and they are also listed on the Singapore Exchange!

As a master of facts; CapitalA more sophisticated businesses...that are AirAsia MOVE n Santan/Restaurant.

Teleport has its own freighter fleets, probably above #100...forward going, plus joint venture with ShunFeng Cargo Airline/DHL/etc!?
Ground Handlings are cargo, pax service, catering, baggage, aircraft interior/exterior cleanings n aircraft laundry service.
These are handed by CapitalA/Teleport n Santan Catering...brother n sister combination!?

ADE(MRO), highly lucrative service for its own aircrafts n other airlines.
Cost savings on maintenance!?

The wonderful one is AirAsia MOVE...this we really find hard to analyze its growth prospects!?
Even though it's not a digital banking, but it has BigPay, remittance service, n as n debit card, online payment, etc!?

Well... CapitalA has more potential growth prospects...for shareholders... either special dividend/share in specie...from future listing entities... Teleport, AirAsia Move n ADE (MRO)...TQ.🤓
09/01/2024 6:54 PM

Indeed geary. Thanks for reenforcing your explanations. Now Mabel understand why so many Uncles and Aunties don't want to sell their shares to Mabel today..

Perhaps they all cum to realize that buying CapitalA is like Buy one get 4 Free. Now you know why Tony is a real Magician..

Singapore Airlines closed $6.43 up by by 0.63% while CapitalA maintain at 82 sen today despite Mabel's waiting to collect more at 80 sen.

Summing up – 2024 will be a good year for both Mabel Airlines in Malaysia and Temasek

Capital A, formerly known as AirAsia Group, intends to sell its aviation business to AirAsia X, its long-haul unit, with the goal of consolidating its operations under one brand and focusing on its non-aviation businesses, such as payments, logistics, and online travel. The deal is subject to a final agreement and approvals from shareholders and courts. Capital A expects to benefit from the recovery of the aviation sector and the growth of its digital platforms.

Singapore Airlines, on the other hand, reported record revenue and earnings for the financial year ended 31 March 2023, thanks to the strong rebound in travel demand and the successful execution of its transformation strategy. The group has 100 new-generation aircraft in its order book, including nine new 112-seater Embraer E190-E2 aircraft to Scoot’s fleet from 2024, complementing the budget carrier’s larger Airbus A320 family and Boeing 787 aircraft. Singapore Airlines expects to maintain its leadership position in the premium market and expand its network and customer base in the region

TA Securities is positive on Capital A Bhd’s move to dispose of its aviation business to AirAsia X Bhd (AAX) as it is necessary to uplift Capital A from its Practice Note 17 (PN17) status.

“From the risk perspective, we are positive as we deem the disposals are necessary to uplift Capital A from its PN17 status or risk triggering a trading suspension.

“Moreover, the shareholders of Capital A are expected to continue to hold shares in the aviation segment via AAX,” it said in a report.

To Our Success !

Captain Mabel Meow

Stock

2024-01-09 16:31 | Report Abuse

...and Mabel is waiting patiently at 80 sen...

Hopefully some nice Uncles and Aunties will sell today...

Meow

Stock

2024-01-09 16:30 | Report Abuse

Haha today Singapore Airlines continue to climb by 0.78%. Now trading at $6.44

To Our Success !

Captain Mabel Meow

Stock

2024-01-09 16:20 | Report Abuse

Just to expand on geary post..

SATS and SIA Engineering are both subsidiaries of SIA, which is the national airline of Singapore. SATS provides ground handling and catering services to airlines and airports, while SIA Engineering provides maintenance, repair, and overhaul services to aircraft. SIA owns stakes in both SATS and SIA Engineering, and they are also listed on the Singapore Exchange1

Based on the latest analyst reports, SATS and SIA Engineering both have positive outlooks for the next 12 months, with average target prices of $2.99 and $2.80 respectively, representing potential returns of 2.7% and 9.8% respectively. The analysts expect these companies to benefit from the recovery of the aviation sector, especially in the Asia Pacific region, where Singapore is a leading hub. They also cite the strong balance sheets, diversified revenue streams, and digital transformation initiatives of these companies as factors that support their growth prospects.

Meow

Stock

2024-01-09 16:10 | Report Abuse

Capital A Berhad (formerly AirAsia Group Berhad) has five core businesses:

1. Aviation
2. Teleport
3. AirAsiaMOVE
4. Santan
5 Asia Digital Engineering (ADE).

These businesses are aligned with the group’s vision of becoming a digital travel and lifestyle platform provider...

AirAsiaMOVE is the new name of the airasia Superapp, which is a travel and finance platform that offers various services such as flights, hotels, shops, food, e-hailing rides, rewards, and more. It also integrates BigPay, which is a prepaid credit card service that provides features such as balance display, top-up, payments, remittance, and insurance. AirAsiaMOVE is part of MOVE Digital, which is the digital arm of Capital A, the parent company of AirAsia.

To Our Success!

Meow

Stock

2024-01-09 15:57 | Report Abuse

As our smart geary highlighted...

CapitalA Bhd will have 5 businesses:
1. Teleport Everywhere: Future above #100 Freighters (Consumer Defensive).
2. ADE (Aircraft MRO). Consumer Cyclical.
3. Santan Catering/Restaurant (Consumer Defensive).
4. AirAsia MOVE...this is the most interesting business venture... it's a combination different airline booking, hotels, etc
5 Aviation – those who hold CapitalA...will have AA Aviation...allocated shares (maybe 1:5).

Born from SIA are SIA Eng n SATS. Hence CapitalA Bhd will be almost same as SATS but with another interesting business, that's AirAsiaMOVE.
AA Aviation Services cover Medium/Short Hauls
SIA Low Cost Aviation Services Long/Medium (Scoots)/Short (Tiger).
Well interesting to see how its 5 businesses growth prospects...

Bottom line is the sky is the limit again for Capital A in 2024...

https://www.thestar.com.my/business/business-news/2024/01/06/the-sky-is-the-limit-again-for-capital-a-in-2024

Stock

2024-01-09 15:53 | Report Abuse

https://www.thestar.com.my/business/business-news/2024/01/09/ta-securities-optimistic-about-capital-a039s-aviation-business-disposal-for-pn17-uplift

KUALA LUMPUR: TA Securities is positive on Capital A Bhd’s move to dispose of its aviation business to AirAsia X Bhd (AAX) as it is necessary to uplift Capital A from its Practice Note 17 (PN17) status.

“From the risk perspective, we are positive as we deem the disposals are necessary to uplift Capital A from its PN17 status or risk triggering a trading suspension.

“Moreover, the shareholders of Capital A are expected to continue to hold shares in the aviation segment via AAX,” it said in a report.

Stock

2024-01-09 15:24 | Report Abuse

Haha geary is spot on..

So nice to have many sources of incum...hihihi

Stock

2024-01-09 06:14 | Report Abuse

Let these statistics sink in…

47% of millionaires…
60% of deca-millionaires ($10M+)...
75% of centi-millionaires ($100M+)...
65% of billionaires…

All achieved their wealth by owning and investing in businesses…

As Tony Robbins says, "Success leaves clues," and these are some pretty BIG clues.

Owning and acquiring businesses is how the truly wealthy became and remain wealthy!

The best part? Owning and acquiring business is not something that's limited to a select group of individuals — we can do this too!

Happy Shivering..hihihi

Stock

2024-01-09 06:13 | Report Abuse

Let these statistics sink in…

47% of millionaires…
60% of deca-millionaires ($10M+)...
75% of centi-millionaires ($100M+)...
65% of billionaires…

All achieved their wealth by owning and investing in businesses…

As Tony Robbins says, "Success leaves clues," and these are some pretty BIG clues.

Owning and acquiring businesses is how the truly wealthy became and remain wealthy!

The best part? Owning and acquiring business is not something that's limited to a select group of individuals — we can do this too!

Happy Shivering..hihihi

Stock

2024-01-09 00:10 | Report Abuse

The_JQuestion if going to collapse who will join the company ??
cmon going to fly HIGH , out of pn17 and ppl like sslee and gang can only complain their life away and watch :))
real MEN act not talk , they also show u with limit UP !
09/01/2024 12:01 AM

...don't forget about real gal too..hihihi..

Stock

2024-01-08 20:10 | Report Abuse

ken2004 is spot on...

This is what Tony did to secure more leverage. He shifted the whole airline business to AAX since they want to borrow more as CapitalA is currently a PN17 company which limits borrowing to expand his business. He thinks outside the box compared to MAS who usually go back to G asking for more money to bail out. His thinks like an OECD Gentleman

https://theedgemalaysia.com/node/696547

Stock

2024-01-08 19:41 | Report Abuse

Capital A disclosed to Bursa Malaysia that it has entered into a non-binding letter of offer with AAX to divest AirAsia Bhd, which houses its Malaysian airline operations, and AirAsia Aviation Group Ltd, the holding unit of its airlines in Indonesia, Philippines and Thailand.

We built five amazing companies and in Asean, we really want to grow in Indonesia and Philippines. We think the tourism potential in both those countries are huge. We would love a licence in Vietnam and Singapore but that is not achievable right now, so really, our growth is going to be very heavily driven by the Philippines and Indonesia, on top of Malaysia and Thailand,” he said.

The Covid-19 outbreak had led all AirAsia aircraft to be grounded in 2020, leading both Capital A and AAX to be categorised as PN17 financial distress companies.

AAX’s PN17 was lifted by the local stock exchange last November, and Fernandes on Monday said the merger, coupled with the upcoming listing of Capital A’s brand royalty business and aircraft leasing unit in the US, would help Capital A in lifting its PN17 status as well.

Fernandes said post-merger, Capital A will be left with four businesses, namely the aviation maintenance unit Asia Digital Engineering Sdn Bhd; the super app segment carried out by 96.19%-owned AirAsia SuperApp Sdn Bhd; the 77.56%-owned logistics unit Teleport Everywhere Pte Ltd; and the 99.56%-owned digital payments business under BigPay Pte Ltd.

CapitalA shares is up by 2 % today follow by this announcement..

https://theedgemalaysia.com/node/696547

Stock

2024-01-08 10:17 | Report Abuse

Meow Meow Meow

Thank you Paul!!!

Stock

2024-01-08 09:44 | Report Abuse

Haha Today so nice.

Mabel Malaysia is a Moving Target towards Mabel Wanted Position. Today all the 12 Princes are so GREEN..

Have a Great Day Everyone!

To Our Success!

Captain Mabel Meow

Stock

2024-01-07 23:49 | Report Abuse

#geary Mabel.
Taxi driver was able to provide more than 100% dividend in total since beginning business.
I have no complain. The last dividend payout was about 90+%. Even GLCs could not afford to payout dividends like a taxi driver. Rotten pickles are everywhere!
Well...those who invested #10 years ago, already almost took back their capital employed!?
Looking forward, probably we expect #20/25% of dividend from its... owner's earnings... it's Fair for shareholders!?
CapitalA has more debts obligations now!?
These 3Q...owners earnings is positive...all financial obligations are settled.
We shall see the next quarter...Feb 28/29, 2024.!?
From its Negative Shareholders Equity scenario...Target Price should be around...@1.48...🤓(If positive Equity...@2.28)!?
Dis: Trade at your own Risk!
07/01/2024 9:02 PM

Touche geary..

Mabel is totally in line with your thinking..

Fernandes’ journey with AirAsia is packed with inspiring lessons. One key takeaway is the power of perseverance. When Fernandes took over AirAsia, the airline was on the brink of bankruptcy. He faced numerous challenges, including intense competition from established players, lack of funds, and regulatory hurdles. However, he persisted and worked tirelessly to turn the airline around.

Fernandes’ story also emphasizes the importance of innovation and creativity in business. He disrupted the airline industry by creating a new business model that catered to budget travelers. He introduced new technologies, such as online booking systems and self-check-in kiosks, to improve the customer experience.

Another lesson from Fernandes’ journey is the importance of building a strong team. Fernandes surrounded himself with talented individuals (included his shareholders) who shared his vision and passion for the business. He empowered his team to take ownership of their work and contribute to the company’s growth.

..and we the result speak for it's self. We have been rewarded and based on the current sentiment we will be rewarded again..

To Our Success !

Captain Mabel Meow

Stock

2024-01-07 17:03 | Report Abuse

Haha Don't worry Handsome Sslee, this taxi driver is not an ordinary taxi driver. He will surely cum up with his magic Formula like when it matters..

Meow

Stock: [CAPITALA]: CAPITAL A BERHAD

1 day ago | Report Abuse

Taxi driver was able to provide more than 100% dividend in total since beginning business.
I have no complain. The last dividend payout was about 90+%. Even GLCs could not afford to payout dividends like a taxi driver. Rotten pickles are everywhere!

Stock

2024-01-07 09:23 | Report Abuse

Ready to soar again...

Stock

2024-01-07 09:20 | Report Abuse

Just like SIA, CapitalA AirAsia was also paralysed by the pandemic without any revenue. However, unlike SIA with Big Brother Temasek cumming to the rescue, CapitalA took many initiatives to revive and stay afloat without any help from the Malaysian Government. Now you know why Mabel salute Air Asia.

Lastly, Mabel’s AirAsia enjoys continued success being named the World's Best Low-Cost Airline in 2023 for 14X, with Mabel’s Singapore's Scoot taking the top title as the World’s Best Long Haul Low-Cost Airline.

Well Done Tony

Stock

2024-01-07 09:19 | Report Abuse

Fernandes: To build an airline is tough, to rebuild an airline and build four other businesses, has been the ultimate challenge.

The article is about Tony Fernandes, the founder and CEO of AirAsia, who is planning to retire from the airline business in 2025. It recounts his journey of turning AirAsia from a struggling airline into a leading low-cost carrier in Asia, and his achievements in various fields such as sports, music, and education.

It also highlights some of the challenges he faced, such as the Covid-19 pandemic, the 2014 plane crash, and the bribery allegations. The article praises Fernandes for his vision, innovation, and leadership, and quotes some of his colleagues and friends who admire him. It also mentions some of his future plans, such as launching a digital bank, investing in green technology, and spending more time with his family.

The article concludes by saying that Fernandes will leave behind a legacy that will inspire generations to come

https://www.marketinginasia.com/tony-fernandes-inspiring-airasia-journey-and-the-revolution-of-budget-travel/

https://www.thestar.com.my/business/business-news/2024/01/06/writing-his-final-chapter-at-airasia?utm_source=Smartech&utm_medium=email&utm_campaign=dailynewsalert&utm_content=20240107&__sta=vhg.uosvpxQddhqne.jsu0sv%7CBUHT&__stm_medium=email&__stm_source=smartech

Stock

2024-01-06 21:51 | Report Abuse

From baggage to seats, we've got everything you need to rock your trip. Hurry, your adventure is about to take off!

Captain Mabel Meow

Stock

2024-01-06 12:08 | Report Abuse

Why Are Billionaires Loading Up On Oil?

The most powerful investors in the world are loading up on energy investments.
Warren Buffett invested over $50 BILLION.
Billionaire Ken Griffin increased his holdings by 150%.
Carl Icahn has made a billion-dollar bet!

Why exactly?

It may be because they see a continued rise of oil on the way.
JP Morgan analysts have pegged the future price of oil at $380 per barrel.
That would send oil companies skyrocketing.

Future Meownaires

Stock

2024-01-06 12:07 | Report Abuse

Why Are Billionaires Loading Up On Oil?

The most powerful investors in the world are loading up on energy investments.
Warren Buffett invested over $50 BILLION.
Billionaire Ken Griffin increased his holdings by 150%.
Carl Icahn has made a billion-dollar bet!

Why exactly?

It may be because they see a continued rise of oil on the way.
JP Morgan analysts have pegged the future price of oil at $380 per barrel.
That would send oil companies skyrocketing.

Future Meownaires

Stock

2024-01-06 11:12 | Report Abuse

#DickyMe Taxi driver was able to provide more than 100% dividend in total since beginning business.
I have no complain. The last dividend payout was about 90+%. Even GLCs could not afford to payout dividends like a taxi driver. Rotten pickles are everywhere!
06/01/2024 11:03 AM

Haha..so nice...Today we will have Domino Pizza for lunch. No need to fly to Italy. Value for Money and soooo delicious..Yummy..

Yes lah..Before the Pandemic, all shareholders were celebrating as shareholders of AirAsia have been showered with 90 sen per share special dividend, which is worth more than RM3bil in total payout. The dividend is equivalent to 34% of dividend yield from the last traded price of AirAsia's shares at RM 2. The year before he showered us with 64 sen Dividends and 12 sens even before that. Mabel recall EVERY WANG in Air Asia were FLYING that time..

Meow Meow Meow

Stock

2024-01-06 10:54 | Report Abuse

#DickyMe Benchmarking with SIA which has government support is like comparing Tony and Andre the Giant.
06/01/2024 10:46 AM

Just like SIA, CapitalA AirAsia was also paralysed by the pandemic without any revenue. However, unlike SIA with Big Brother Temasek cumming to the rescue, CapitalA took many initiatives to revive and stay afloat without any help from the Malaysian Government. Now you know why Mabel salute Air Asia.

Lastly, Mabel’s AirAsia enjoys continued success being named the World's Best Low-Cost Airline in 2023 for 14X, with Mabel’s Singapore's Scoot taking the top title as the World’s Best Long Haul Low-Cost Airline.

To Our Success!

Captain Mabel Meow

Stock

2024-01-06 10:49 | Report Abuse

Haha Good one Dicky...hihihi

Stock

2024-01-06 10:40 | Report Abuse

Benchmarking with Singapore Airline: Singapore Airlines has an ROCE of 9.3%. Basically the business is earning more per dollar of capital invested and in addition to that, 49% more capital is being employed now too. The increasing returns on a growing amount of capital is common amongst multi-baggers and that's why Mabel is impressed. As in any business Singapore Airlines does have some risks too. What’s is important for Mabel it continues to generate good Dividend and continue to help Everyone can fly just like Air Asia.

*Summing up*..

Different investors have different risk appetites and return expectations, depending on their goals, time horizon, and personal preferences. Therefore, it is important for each investor to analyse their own situation and choose the investments that suit their risk and reward profile.

Some sources suggest that Domino’s Pizza is a high-risk, high-reward investment, because it has a high valuation, a high debt level, and a high growth potential.

Some sources also suggest that CapitalA is a high-risk, high-reward investment, because it is a venture capital firm that invests in early-stage startups that have a high failure rate, but also a high upside potential..

To Our Success!

Captain Mabel Meow

Stock

2024-01-06 10:39 | Report Abuse

#Sslee Is CapA cash flow positive????
Repost:
Stock: [ICAP]: ICAPITAL.BIZ BHD
Dec 30, 2023 8:06 AM | Report Abuse

CapA' NUMBER DONT LIE..and it is horrible.

As at 30/9/2023 Capital A
Current assets: RM 2,072,007,000
Current liabilities: RM 14,599,870,000
Net current liabilities: RM (12,527,863,000)
Shareholders’ equity RM (8,427,155,000)
Non-controlling interest: RM (2,101,925,000)
Total equity: RM (10,529,080,000)

CapA is now like a taxi driver, driving a rental car from a taxi company.
How many passengers a taxi driver must picked up to pay for the car rental before he can earned a living?

For capA even last quarter 89% load factor is still a loss making quarter.
06/01/2024 9:44 AM

Today our Minister said "Aviation industry to see robust growth in 2024". That is good enough for Mabel, so happy that everyone can now fly to meet their loves one this cuming Year of the Dragon..

CAPITALA’s regularisation plans to exit PN17 in the works. The group plans to divest its aviation group to AirAsia X in exchange for shares which will subsequently be distributed back to its shareholders. While Mabel continue to like CAPITALA for being a beneficiary of the recovery in air travel as the pandemic comes to an end, Mabel is mindful of it still being under the PN17 status as CapitalA Number don’t lie and it is horrible. As at 30/9/2023 Capital A:

Current assets: RM 2,072,007,000
Current liabilities: RM 14,599,870,000
Net current liabilities: RM (12,527,863,000)
Shareholders’ equity RM (8,427,155,000)
Non-controlling interest: RM (2,101,925,000)
Total equity: RM (10,529,080,000)
This translate to -RM 2.00 Book Value and is currently trading at RM 0.83!


Do you know that Domino’s Pizza has negative shareholder equity for years?. Shareholder equity is the difference between total assets and total liabilities. Negative shareholder equity means that the company owes more than it owns. This can happen when a company borrows a lot of money to finance its operations, such as share buybacks and dividends. Domino’s Pizza has been doing this for a long time, and as a result, its total debt has increased from $1.5 billion in 2014 to 3.68 billion in the trailing 12months. Its shareholder equity has decreased from -0.26 billion in 2014 to $-4.85 billion in the trailing 12 months.

Domino’s Pizza has a high market value despite its negative shareholder equity. Market value is the current price of the company’s shares multiplied by the number of shares outstanding. Market value reflects the expectations and sentiments of the investors about the company’s future performance and growth potential. Domino’s Pizza has a high market value because it has been growing its revenue, earnings, and free cash flow consistently over the years. It has also been expanding its global presence and increasing its market share in the pizza industry. Domino’s Pizza has a market cap of $14.37 billion as of January 2024, which is about 3 times its annual revenue of $4.54 billion. Its share price is 412.23 as of January2024, which is about 3.5 times its book value per share of-118.74.

However Domino’s Pizza has positive free cash flow for years. Free cash flow is the amount of cash that a company generates from its operations after deducting the capital expenditures. Free cash flow is an important indicator of a company’s financial health and profitability. It shows how much cash a company has left to invest in growth, pay dividends, or reduce debt. Domino’s Pizza has positive free cash flow because it has a high operating margin and a low capital intensity. It does not need to spend a lot of money on building or maintaining its stores, as most of its sales come from delivery and carryout. Domino’s Pizza has a free cash flow of $362.86 million for the quarter ending September 30, 2023, which is a year-over-year increase. Its free cash flow for the trailing 12 months is $1.06 billion, which is also a year-over-year increase..

Here lies the main difference. Domino’s Pizza customers usually pay for their orders when they place them online or over the phone, and then the payment is processed by the company’s payment system and transferred to the company’s bank account. However, some customers may also pay for their orders when they pick them up from the store or when they receive them from the delivery person, and then the payment is collected by the store or the delivery person and transferred to the company’s bank account.

CapitalA are paid in advance meaning to get from point A to point B. This means that customers pay for the services before they receive them and 2023 is a great year for our CapitalA as it has been reporting narrower and narrower losses. 2024 will be better...

Stock

2024-01-06 09:43 | Report Abuse

Benchmarking with Singapore Airline:

For those that aren't sure what ROCE is, it measures the amount of pre-tax profits a company can generate from the capital employed in its business. To calculate this metric for Singapore Airlines, this is the formula:

Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities)

0.093 = S$3.0b ÷ (S$47b - S$14b) (Based on the trailing twelve months to September 2023).

So, Singapore Airlines has an ROCE of 9.3%. Even though it's in line with the industry average of 9.3%, it's still a low return by itself.

Basically the business is earning more per dollar of capital invested and in addition to that, 49% more capital is being employed now too. The increasing returns on a growing amount of capital is common amongst multi-baggers and that's why Mabel is impressed.

To sum it up, Singapore Airlines has proven it can reinvest in the business and generate higher returns on that capital employed, which is terrific. Since the stock has only returned 9.6% to shareholders over the last five years, the promising fundamentals may not be recognized yet by investors. Given that, we'd look further into this stock in case it has more traits that could make it multiply in the long term.

As in any business Singapore Airlines does have some risks too. What’s is important for Mabel it continues to generates good Dividend and continue to help Everyone can fly just like Air Asia.

Want to play safe, put your money in FD..

Meow