Haha so nice...

Meow Meow Meow

Really good news Paul..

Thank you!

https://ceomorningbrief.theedgemalaysia.com/2023/0676/

It's on front page news..

Oil is often a subject of subsidy because governments want to protect consumers by keeping fuel prices low, but this comes at a high cost. Subsidies have negative effects on fiscal balance, economic efficiency, environmental quality, and social equity. Subsidies also encourage oil dependence and reduce incentives for energy conservation and innovation.

Sap is definiely a national asset. Besides having an asset of more than RM 110 billion, what Mabel like about Lady Sapura is their fantastic funnel list. SE follow Mabel footstep to tap the lucrative World Market instead of being too dependent on Malaysia.

More than 85% of potential business is coming outside Malaysia. Imagine when SE is out of PN17, the funnel list has a huge potential to grow since they will not be tied down to their current limited working capital.

https://www.thestar.com.my/business/business-news/2023/11/27/airasia-adds-over-5-million-seats-for-china-india-and-malaysia-flights-in-2024

Meanwhile AirAsia yesterday announced a major expansion of its services covering China, India and Malaysia, totalling an astounding 230 weekly flights for the first quarter of 2024 with up to 5.2 million seats per year.

This as an opportunity not only to enhance regional connectivity in two of their largest markets, but also to act as a catalyst for significant economic growth.

"With an estimated 4.6 million guests expected to travel on our extensive network of 26 routes in China and India in 2024 alone, we are ready to play a pivotal role in achieving Malaysia's ambitious tourism targets of 25 million international tourists annually,” he said.

https://www.youtube.com/watch?v=VI0_XA6Poko

Common Mav (Tony), Don’t think, Just Do it…

Captain Mabel Meow

Sime Darby Property Berhad

Share Price 7 Day 1 Year
0.63 0.8% 32.6%


Third quarter 2023 earnings released: EPS: RM0.021 (vs RM0.008 in 3Q 2022)
Third quarter 2023 results:
EPS: RM0.021 (up from RM0.008 in 3Q 2022).
Revenue: RM1.05b (up 52% from 3Q 2022).
Net income: RM144.9m (up 158% from 3Q 2022).
Profit margin: 14% (up from 8.1% in 3Q 2022). The increase in margin was driven by higher revenue.

Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Real Estate industry in Malaysia.

Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.

Summing up…

Haha Since the average shipping time to transport Mabel Palm Oil from Malaysia to India is about 10 to 15 days, we can expect many Bollywood Team will cum to Malaysia to enjoy our delicious foods

Next Question, which Airlines will they use?

Haha no wonder our Magician Tony and Kamarudin are soooo bullish about CapitalA

Meow Meow Meow

https://www.youtube.com/watch?v=r5h5JrzJMtQ

Top Gun is a movie about US Navy Lieutenant, call sign Maverick, who is accepted into Top Gun. There, he competes with the best of the best, including Iceman, a brilliant and highly competitive fellow student. Shaken up by the death of a friend, Maverick loses the Top Gun honor to Kasansky. He is given a chance to redeem himself during a tense international crisis involving a crippled US vessel and a flock of predatory enemy planes. The movie is about the “lost art” of aerial combat and the personal and professional challenges of a Jet fighter pilot.

Looking forward to see CapitalA to Take My Breath Away like they used to...

Captain Mabel Meow

Do you know that the best jet fighter maneuver that Tom Cruise did in Top Gun was the inverted dive, also known as the negative 4G dive. This is a maneuver where the pilot flies upside down and close to another plane, creating a dangerous and thrilling situation. In this movie, Tom Cruise’s character, Maverick, performs this maneuver with his wingman, Goose, against a Soviet MiG-28, and takes a polaroid picture of the enemy pilot as a proof of their encounter. This maneuver showcases Maverick’s skill, courage, and boldness as a fighter pilot to turnaround his F-14 Tomcat to greatness. This skill are also required for a CEO to turnaround a distress company to a great height. Maverick and Tony have the same sets of skills..

Captain Mabel Meow

For your information, last week Mabel and her Team were celebrating in Capital A when our sister AAX successful exit PN 17 due to Pandemic C19. AirAsia looks so beautiful wearing GREEN UNIFORM…Next Wang will Capital A and Lady Sapura. These two are potentially turnaround companies among Mabel’s collection of Jet Fighters and Aircraft Carriers.

Mabel still thinks Tony is a real Magician beside visionary and a turnaround expert. He can transformed a failing airline into a successful and profitable business. Remember he started from a humble RM 1 beginning with 40 million debt when he took over this airlines.

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 at that time..

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.

As Smart geary said, Bursa SC did the Right Job for giving these two ailing companies an extension they deserve. Perhaps because of its 14th Consecutive Win, World Best Low Cost Airline! They are afraid AAX and CAPITALA...will run away...to be listed elsewhere...

Right Now Magician Tony is preparing the runway for us to fly to New York. New York also got so many handsome and powerful men. For instance, they got Tom Cruise la, Al Pacino la and Denzel Washington…

Like that soon Mabel’s CapitalA can fly like those Jet Fighters in Top Gun, Fight like the Last Samurai, can make money like Jerry Maguire while all CapitalA shareholders will live like The Godfather and femes like Malcolm X..

Thank you Magician Tony for preparing the runway for us to fly to New York.

To New York with Loves..

Highlight News - AirAsia chief prepares runway for New York Spac listing
https://www.ft.com/content/cf6ca031-5bf5-4c3a-a652-acecc4adedf1

https://www.thestar.com.my/news/nation/2023/11/25/india-asks-for-six-million-tonnes-of-palm-oil-from-m039sia-says-dpm

India is the largest importer of Malaysia’s CPO and they really need our help as Shah Rukh Khan, Amitabh Bachchan, Aamir Khan, Salman Khan, Kajol, Priyanka Chopra, Deepika Padukone etc needs help urgently. Their Capati and Tossie does not taste the same without Mabel Oil.

Right now Malaysia can only be able to export about four million tonnes to the country. Sarawak, please work harder, we need to increase another 2 million tonnes.

Mabel Oil Production: MPOA 1-20 October 2023
Peninsular Malaysia: (+) 4.83%
Sabah: (+) 4.26%
Sarawak: (-) 0.54%
East Malaysia: (+) 2.99%
Total Malaysia: (+) 4.14%

Haha..Thanks to Mabel Oil, KL is now listed as a top destination for food in 2023 by Lonely Planet..

Now you know why India is crying for more ..

https://www.thestar.com.my/lifestyle/travel/2022/11/16/kl-listed-as-one-of-the-top-foodie-destinations-for-2023

Since the average shipping time from Malaysia to India is about 10 to 15 days, we can expect many Bollywood Team will cum to Malaysia to enjoy our delicious foods

Next Question, which Airlines will use?

Haha no wonder our Magician Tony is soooo bullish about CapitalA

To Our Success !

Meow Meow Meow

India is the largest importer of Malaysia’s CPO and they really need our help as Shah Rukh Khan, Amitabh Bachchan, Aamir Khan, Salman Khan, Kajol, Priyanka Chopra, Deepika Padukone etc needs help urgently. Their Capati and Tossie does not taste the same without Mabel Oil.

Right now Malaysia can only be able to export about four million tonnes to the country. Sarawak, please work harder, we need to increase another 2 million tonnes.

Mabel Oil Production: MPOA 1-20 October 2023
Peninsular Malaysia: (+) 4.83%
Sabah: (+) 4.26%
Sarawak: (-) 0.54%
East Malaysia: (+) 2.99%
Total Malaysia: (+) 4.14%

https://www.thestar.com.my/news/nation/2023/11/25/india-asks-for-six-million-tonnes-of-palm-oil-from-m039sia-says-dpm

https://www.thestar.com.my/news/nation/2023/11/25/india-asks-for-six-million-tonnes-of-palm-oil-from-m039sia-says-dpm

India is the largest importer of Malaysia’s CPO and they really need our help as Shah Rukh Khan, Amitabh Bachchan, Aamir Khan, Salman Khan, Kajol, Priyanka Chopra, Deepika Padukone etc needs help urgently. Their Capati and Tossie does not taste the same without Mabel Oil.

Right now Malaysia can only be able to export about four million tonnes to the country. Sarawak, please work harder, we need to increase another 2 million tonnes.

Mabel Oil Production: MPOA 1-20 October 2023
Peninsular Malaysia: (+) 4.83%
Sabah: (+) 4.26%
Sarawak: (-) 0.54%
East Malaysia: (+) 2.99%
Total Malaysia: (+) 4.14%

https://www.thestar.com.my/news/nation/2023/11/25/india-asks-for-six-million-tonnes-of-palm-oil-from-m039sia-says-dpm

https://www.thestar.com.my/news/nation/2023/11/25/india-asks-for-six-million-tonnes-of-palm-oil-from-m039sia-says-dpm

India is the largest importer of Malaysia’s CPO and they really need our help as Shah Rukh Khan, Amitabh Bachchan, Aamir Khan, Salman Khan, Kajol, Priyanka Chopra, Deepika Padukone etc needs help urgently. Their Capati and Tossie does not taste the same without Mabel Oil.

Right now Malaysia can only be able to export about four million tonnes to the country. Sarawak, please work harder, we need to increase another 2 million tonnes.

Mabel Oil Production: MPOA 1-20 October 2023
Peninsular Malaysia: (+) 4.83%
Sabah: (+) 4.26%
Sarawak: (-) 0.54%
East Malaysia: (+) 2.99%
Total Malaysia: (+) 4.14%

https://www.thestar.com.my/news/nation/2023/11/25/india-asks-for-six-million-tonnes-of-palm-oil-from-m039sia-says-dpm

India is the largest importer of Malaysia’s CPO and they really need our help as Shah Rukh Khan, Amitabh Bachchan, Aamir Khan, Salman Khan, Kajol, Priyanka Chopra, Deepika Padukone etc needs help urgently. Their Capati and Tossie does not taste the same without Mabel Oil.

Right now Malaysia can only be able to export about four million tonnes to the country. Sarawak, please work harder, we need to increase another 2 million tonnes.

Mabel Oil Production: MPOA 1-20 October 2023
Peninsular Malaysia: (+) 4.83%
Sabah: (+) 4.26%
Sarawak: (-) 0.54%
East Malaysia: (+) 2.99%
Total Malaysia: (+) 4.14%

https://www.thestar.com.my/news/nation/2023/11/25/india-asks-for-six-million-tonnes-of-palm-oil-from-m039sia-says-dpm

India is the largest importer of Malaysia’s CPO and they really need our help as Shah Rukh Khan, Amitabh Bachchan, Aamir Khan, Salman Khan, Kajol, Priyanka Chopra, Deepika Padukone etc needs help urgently. Their Capati and Tossie does not taste the same without Mabel Oil.

Right now Malaysia can only be able to export about four million tonnes to the country. Sarawak, please work harder, we need to increase another 2 million tonnes.

Mabel Oil Production: MPOA 1-20 October 2023
Peninsular Malaysia: (+) 4.83%
Sabah: (+) 4.26%
Sarawak: (-) 0.54%
East Malaysia: (+) 2.99%
Total Malaysia: (+) 4.14%

https://www.thestar.com.my/news/nation/2023/11/25/india-asks-for-six-million-tonnes-of-palm-oil-from-m039sia-says-dpm

https://www.thestar.com.my/news/nation/2023/11/25/india-asks-for-six-million-tonnes-of-palm-oil-from-m039sia-says-dpm

India is the largest importer of Malaysia’s CPO and they really need our help as Shah Rukh Khan, Amitabh Bachchan, Aamir Khan, Salman Khan, Kajol, Priyanka Chopra, Deepika Padukone etc needs help urgently. Their Capati and Tossie does not taste the same without Mabel Oil.

Right now Malaysia can only be able to export about four million tonnes to the country. Sarawak, please work harder, we need to increase another 2 million tonnes.

Mabel Oil Production: MPOA 1-20 October 2023
Peninsular Malaysia: (+) 4.83%
Sabah: (+) 4.26%
Sarawak: (-) 0.54%
East Malaysia: (+) 2.99%
Total Malaysia: (+) 4.14%

https://www.thestar.com.my/news/nation/2023/11/25/india-asks-for-six-million-tonnes-of-palm-oil-from-m039sia-says-dpm

India is the largest importer of Malaysia’s CPO and they really need our help as Shah Rukh Khan, Amitabh Bachchan, Aamir Khan, Salman Khan, Kajol, Priyanka Chopra, Deepika Padukone etc needs help urgently. Their Capati and Tossie does not taste the same without Mabel Oil.

Right now Malaysia can only be able to export about four million tonnes to the country. Sarawak, please work harder, we need to increase another 2 million tonnes.

Mabel Oil Production: MPOA 1-20 October 2023
Peninsular Malaysia: (+) 4.83%
Sabah: (+) 4.26%
Sarawak: (-) 0.54%
East Malaysia: (+) 2.99%
Total Malaysia: (+) 4.14%

Mabel, the FarMeow

This week Mabel AirAsia looks so beautiful...

Mabel still thinks Tony is a real Magician beside visionary and a turnaround expert, who transformed a failing airline into a successful and profitable business.

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 here were FLYING that time..

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.

Enjoy your well deserve weekend every wang..

Good Meow

We should be celebrating in Capital A not arguing for AAX success to exit PN 17..

Next Wang will Capital A and our Sapnrg..

Watch me…

https://www.youtube.com/watch?v=hCLkVrp_4CE

Meow Meow Meow

#geary AirAsia Brand is Super Famous...It's one of fastest, PN17 stock to be uplifted. Bursa SC did the Right Job...Because it's the 14th Consecutive Win, World Best Low Cost Airline! They are afraid AAX n CAPITALA...will run away...to be listed elsewhere...habis lah Bursa... Lesser n lesser branded n famous companies LOH!?
25/11/2023 6:45 PM

Yes lah, to New York with Loves…

Just like China, New York also got so many handsome and powerful men. They got Tom Cruise la, Al Pacino la and Denzel Washington…

Like that soon our CapitalA can fly like those Jet Fighters in Top Gun, Fight like the Last Samurai, can make money like Jerry Maguire while all CapitalA shareholders will live like The Godfather and femes like Malcolm..

Thank you Magician Tony for preparing the runway for us to fly to New York…

To New York with Loves..

Captain Mabel Meow

AirAsia chief prepares runway for New York Spac listing
https://www.ft.com/content/cf6ca031-5bf5-4c3a-a652-acecc4adedf1

https://theedgemalaysia.com/node/691249

Beside Sime Darby Property reporting stellar Q3 performance, yesterday on Nov 24 Sunway Bhd, has signed a memorandum of understanding (MOU) with Putrajaya Holdings Sdn Bhd to team up for the development of commercial land in Precincts 7 and 8 within the administrative capital.

The MOU lays the foundation for future cooperation between organisations in various sectors such as medical, education, property development and hospitality for development. The cooperative effort will also explore the development of a medical centre in one of the parcels.

At the time of writing, Sunway was up one sen or 0.51% to RM1.97, giving it a market capitalisation of RM9.86 billion. Year to date, the stock has risen 24.68%.

Meow

United Plantations Berhad
UTDPLT
Share Price 7 Day 1 Year
16.90 0.5% 15.9%

Upcoming dividend of RM0.80 per share at 11% yield
Eligible shareholders must have bought the stock before 30 November 2023.
Payment date: 14 December 2023.
Payout ratio is a comfortable 68% and the cash payout ratio is 76%.
Trailing yield: 11%.
Within top quartile of Malaysian dividend payers (5.0%).
Higher than average of industry peers (3.5%).

Source: Simple Wall Street

Please to see that United Plantations Berhad (UTDPLT) reward us with a dividend yield of 11%, which is higher than any Malaysian bank in Malaysia. For comparison, let compare UTDPLT with Malaysian Biggest Bank, Maybank.

Payout ratio: This is the percentage of earnings that a company pays out as dividends to its shareholders. A higher payout ratio means that the company is distributing more of its earnings as dividends, while a lower payout ratio means that the company is retaining more of its earnings for reinvestment or growth. United Plantations has a payout ratio of 68.4%, while Maybank has a payout ratio of 43.9%. This means that United Plantations is paying out more of its earnings as dividends than Maybank, which contributes to its higher dividend yield.

Valuation: This is the measure of how much the market is willing to pay for a company’s shares, based on its earnings, assets, growth, and other factors. A higher valuation means that the company’s shares are more expensive relative to its earnings, while a lower valuation means that the company’s shares are cheaper relative to its earnings. United Plantations has a price-to-earnings (P/E) ratio of 10.12, while Maybank has a P/E ratio of 13.77. This means that United Plantations is trading at a lower valuation than Maybank, which contributes to its higher dividend yield.

Earnings growth: This is the measure of how much a company’s earnings are increasing or decreasing over time, which reflects its profitability, performance, and potential. A higher earnings growth means that the company is generating more profits and has more room to increase its dividends, while a lower earnings growth means that the company is generating less profits and has less room to increase its dividends. United Plantations has a quarterly earnings growth of 19.8%, while Maybank has a quarterly earnings growth of -1.4%. This means that United Plantations has a more stable and positive earnings growth than Maybank, which contributes to its higher dividend yield.

Summing up..

United Plantations has higher dividend yield than Maybank because it distributes more earnings, trades at lower valuation, and grows earnings more steadily. This shows United Plantations is cheaper, profitable, and dividend-friendly than Maybank.

To Our Success!

Meow

Haha Dato T20 very confident like Mabel...

We can continue Goyang Kaki here...

With 5 sen, Sap is Very Green in the portfolio...

Today both Mabel PN17 Turnaround Companies is so Green today..

Life is so beautiful...

Meow

paulthesotong Come come come.

https://www.malaymail.com/news/malaysia/2023/11/24/reports-malaysians-...
24/11/2023 5:27 PM

Yes Cum Cum Cum..chow yun fat...so handsome like our sslee...

Meow

Today Mabel AirAsia looks so beautiful...

Meow

Let see what other's have to say...

To avoid LIMIT UP...

So nice today...UP by 4%

Meow Meow Meow

Let see how we compare the turnaround prospect between Auntie Huang's Femes PMCORP and Mabel’s Beautiful Sapnrg..

PMCORP is an investment holding company that operates mainly in the food segment, manufacturing, exporting, marketing and distributing chocolate and confectionery products. Sapnrg is an integrated oil and gas services and solutions provider that operates in the engineering and construction, drilling, and energy segments.

Both companies have faced challenges in 2020 due to the Covid-19 pandemic and the plunge in oil prices. However, they have also shown some signs of recovery and improvement in 2021.

For PMCORP, the company reported a net profit of RM1.9 million for the fourth quarter ended June 30, 2021, compared to a net loss of RM3.6 million in the same period last year. The company attributed the turnaround to higher sales volume and better margins from its food segment, as well as lower operating expenses and finance costs. The company also declared a dividend of 0.5 sen per share for the financial year 2021, the first time since 2018 while Auntie Huang was hibernating like Monk. The company has also disposed of a property in Shah Alam for RM41 million in cash, which will boost its cash flow and reduce its gearing ratio.

For Sapnrg, the company reported a net profit of RM97 million for the second quarter ended July 31, 2021, compared to a net loss of RM815 million in the same period last year. The company attributed the turnaround to higher revenue from its engineering and construction and drilling segments, as well as lower impairment losses and finance costs. The company also secured new contracts worth RM1.4 billion for a gas complex project in Angola, which will enhance its order book and future earnings visibility. The company has also reduced its net debt by RM1.6 billion in the first half of 2021 and aims to achieve a net debt to equity ratio of below 0.5 times by 2023.

Based on the above, Mabel would say that both PMCORP and Sapnrg have shown positive turnaround results in 2021, but Sapnrg has a stronger turnaround potential than PMCORP, as it has a larger and more diversified business portfolio, a higher and more stable revenue base, a bigger and more secured order book, and a more aggressive and achievable debt reduction plan.

To Our Success!

Captain Mabel Meow

TalkNumberOne Hahaha Mabel doesn’t matter with dead corpse or what? Siao lang confirm lost in stock market or his life with his sad face mentality.
24/11/2023 10:07 AM

Touche Talk#1!...hihihi

10 years with dead corpses....sure finish one..hihihi

Haha only dead corpse is still in Serba..

The only different between SD and SE is that SE CEO is honest and transparent compare to DK..

Hope there is a change in Management in SD to capitalise on Mabel 2019 Free Warrant which Auntie Huang doesn't have..She's stick stuck in SD penthouses..hihihi

Meow

Kuli99 Sorry I miss earlier discussion. Did mbb announced any dividend in latest quarter announcement?
23/11/2023 7:55 PM

No Dividend this quarter

Haha Talk#1, I agreed. Ya lor 10 years with dead corpses....sure finish one..hihihi

Can't imagine how some one can wait 10 years' ...hihihi...

...that Auntie Huang will grow old and becum a grumpy old lady..

Haha Auntie Huang will grow old and becum a grumpy old lady..

Sapura Energy Berhad

Share Price 7 Day 1 Year
0.04 -10.0% 28.6%

Now 28% undervalued after recent price drop.

Over the last 90 days, the stock is down 10.0%.The fair value is estimated to be RM0.062, however this is not to be taken as a buy recommendation but rather should be used as a guide only.

Revenue has declined by 9.2% over the last 3 years. Earnings per share has declined by 21%.

Revenue is forecast to grow by 1.2% in 2 years. Earnings is forecast to grow by 91% in the next 2 years.

So nice and lovely with Mabel current average cost of 3 sen, it so refreshing to see this PN17 is so green just like Mabel CapitalA Air Asia..

To Our Success

Captain Mabel Meow

Haha Auntie Huang has selective memories...

She will grow old and becum a grumpy old lady..

Sifu Mickey is very good at tracking her movements..hihihi..

Good Meow

The only different between SD and AA is that Tony is honest and transparent compare to DK..

Hope there is a change in Management in SD to capitalise on Mabel 2019 Free Warrant..

Meow

Thanks for sharing Handsome sslee..

Mabel appreciate your sharing and has taken that into consideration in Mabel's trading plan in CapitalA..

To Our Success !

Meow

Haha Auntie Huang selective memories again..

Just because you lose don't mean every wang has to lose too..hihi..

Haha looks like Auntie Huang really loves Mabel..

Following where ever Mabel goes..

Now you know why Mabel said Tony is a Magician..hihihi..

Do you believe in Magic? Well Mabel's friend do...

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

Meow