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.

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Stock

2 months ago | Report Abuse

human Which Sea company has anything near to capital a complete business and leisure travel solution?
Business veteran don't mean can handle crisis well and continue growth.
Example Mas cannot even manage their own catering.
SIA prevented going burst with help from government.
Amazon has many round of fund raising before making profit, successfully growing from book selling to retail to now conglomerate; naysayers said no way Amazon can challange giant like Walmart, best buy, did that sound familiar?
09/09/2024 9:11 AM

Well said human!

Meow Meow Meow

Stock

2 months ago | Report Abuse

Managed to add more Capital A yesterday when it was a bargain when Mabel was on the air yesterday with Mabel Airlines Capital A.

Recap from all the good comments above..

Capital A Berhad, formerly known as AirAsia Group Berhad, has diversified its business structure into two main segments: aviation and non-aviation.

The non-aviation businesses are no brainer, risk free and recession proof. Airplanes in the air or grounded, they are still making tonnes of money and here is the best part, it’s pandemic proof.

Now let’s investigate the aviation business.

Tony has better logic than anyone else and ensure every flight hit the break-even load factor (Tony mentioned once is about 63% before covid) before the flight take off, hence 80% ~ 90% load factor is a profitable flight.
Hence Tony sells ticket first and collect money first, so cash come to pocket first. If the load factor of the flight not enough, give promotion.
Air ticket fee structure always has 3 parts: ticket price (RM1 to RM xxx, whatever profit AA want to make) , fuel charge (fix cost paid by client) and tax (fix cost).
First, Tony needs to get as much as people join the flight, so the fuel cost is shared among all the passengers, once fuel cost breakeven, whatever extra is profit.
2nd, AA sell ticket in advance, which flight load factor is low, pump the promotion, client buy ticket, money masuk pocket.
3rd, Maintenance dept is the main non-aviation profit driver, as long as AA aircraft in the sky, aircraft must obtain clearance before flying. This means more flight, more checkup = more profit.
4th, As long as it is Airbus brand, AA can repair regardless MAS, SIA, ANA, JAL etc can survive without AA, but of course AA has the priority on this maintenance service first.

Do you know that Stocks for travel companies like Booking.com and Airbnb have been performing well. For instance, Airbnb has shown strong financial results, reflecting a robust recovery in travel demand

Visitor Increase in SE Asia: Countries in Southeast Asia have indeed reported a significant increase in visitors. For example, Malaysia saw 20 million tourist arrivals in 2023, which is 77% of pre-pandemic levels. This increase in tourism typically indicates higher disposable income among travelers, as they are willing to spend on travel and leisure activities.

Brent down 69, Interest rate cut cumming soon, Summer/ Festive travels, Asian Currencies up against USD, Competitors bite the dust, Hike in Capacities. Both flights to and from East Coast are in full capacity with Tourists and travelers who loves to fly. Mabel is still Overweight on the Aviation sector. Yes, we expect CAPITALA and AirAsia X to have a profitable 2024..

Let's see if some nice Uncles and Aunties will match Mabel que today...

Meow Meow Meow

Stock

2 months ago | Report Abuse

Currently, the company’s dividend yield stands at 5.57%, with semi-annual distributions. Historically, the company has consistently maintained stable dividend payments, demonstrating a commitment to returning value to shareholders. The latest announcement indicates that MAYBANK will go ex-dividend on September 11, 2024, with a dividend of RM0.29 per share. Stable shareholder returns can also boost investor sentiment, further driving the stock price upward.

Stock

2 months ago | Report Abuse

Strategic Investment: On September 11, MAYBANK announced a strategic investment in Funding Societies | Modalku (Funding Societies), *Southeast Asia’s largest unified digital financial platform for micro, small, and medium enterprises (MSMEs)*. This investment aims to explore synergies with Funding Societies to promote inclusivity and bridge the funding gap within its served communities.

Stock

2 months ago | Report Abuse

Impressive Financial Results: Since the release of the FY2024 financial report on August 28, the stock price has been on the rise. The company’s net operating income reached RM7.58 billion, a year-on-year increase of 19.2%, primarily driven by a substantial increase in non-interest income to RM2.7 billion, an impressive year-on-year growth of 79.2%. The surge in financial markets business earnings and the turnaround in insurance business profitability drove the revenue spike.

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2 months ago | Report Abuse

Technical Analysis:

Support: RM9.800

Resistance: RM10.800

With a trading volume of 6.5M and a turnover of 69.76M, the market shows active trading and high participation.

Stock

2 months ago | Report Abuse

Until MACC cleared YTL Power, YTL Power will remain as Mabel's ex...

All the Best Everyone!

Meow

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2 months ago | Report Abuse

Thank you so much YTL Power you have been a great counter and has been positive trading to Mabel’s P&L. Really loves this operator and the great sharing by the Team here especially dragon328 who brought in much great knowledges about this counter.

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2 months ago | Report Abuse

Total returns to shareholders of 442% over the past three years.

Stock

2 months ago | Report Abuse

Average forward P/E is 13x in the Integrated Utilities industry in Asia.

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2 months ago | Report Abuse

After last week's 16% share price decline to today’s RM3.38, the stock trades at a forward P/E ratio of 9x.

Stock

2 months ago | Report Abuse

YTL Power Investor sentiment deteriorates as stock falls 16%

Stock

2 months ago | Report Abuse

The KLCI fell for the sixth consecutive day amid late profit taking. Selling was seen across all sectors with the exception of Financials and REITs. At day’s end, the KLCI fell 1.63pts, or 0.10%, to close at 1,651.49pts. Leading the decliners were YTLPOWR, YTL and PMETAL.

Market breadth was negative, with losers outnumbering gainers by 738 to 333. A total of 3.38b shares worth MYR3.85b changed hands. The KLCI will remain cautious in the near term as market appetite for risk will dwindle ahead of US CPI, which will be released on Wednesday.

All eyes will also be on China’s National People’s Congress standing committee meeting. Technically, we expect the KLCI to range between 1,640pts and 1,660pts today, with supports at 1,623pts and 1,596pts.

Source: Tiger Bank

Stock

2 months ago | Report Abuse

The KLCI fell for the sixth consecutive day amid late profit taking. Selling was seen across all sectors with the exception of Financials and REITs. At day’s end, the KLCI fell 1.63pts, or 0.10%, to close at 1,651.49pts. Leading the decliners were YTLPOWR, YTL and PMETAL.

Market breadth was negative, with losers outnumbering gainers by 738 to 333. A total of 3.38b shares worth MYR3.85b changed hands. The KLCI will remain cautious in the near term as market appetite for risk will dwindle ahead of US CPI, which will be released on Wednesday.

All eyes will also be on China’s National People’s Congress standing committee meeting. Technically, we expect the KLCI to range between 1,640pts and 1,660pts today, with supports at 1,623pts and 1,596pts.

Source: Tiger Bank

Stock

2 months ago | Report Abuse

pang72 Meow meow..
Since ytlp is your ex boyfriend so just forget it and continue your new life with SOTONGMAN..

POWER SIA!!
10/09/2024 1:47 PM

Meow pang72 dear...great closing today at RM 8.49..

Mabel just updated CIMB latest achievement with the YTL Power Team...

To Our Success!

Meow Meow Meow

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

2 minutes ago | Report Abuse

#twobits Meow meow,
Load up any ytlp today?
09/09/2024 6:39 PM

No twobits. As Mabel’s Sifu always said “Be fearful when others are greedy” as Mabel see many Uncles and Aunties are so greedy today. Beside YTLPOWER journey with MACC has just begun and Technical Chart is still not looking great for any re-entry.

In the often-bearish month of September, Mabel strategic move paid off handsomely. Last week, Mabel locked in her profits from YTLPOWER, selling at RM 3.71 per share when the MACC News Exploded, a smart decision given her cost base of RM 3.675. This manoeuvre netted her a tidy profit of RM 0.035 per share.

With her newfound gains, today Mabel turned her attention to CIMB, capitalizing on their September promotion. She bought shares at RM 8.13 and RM 8.12, averaging out to RM 8.125 per share. As the market closed today, CIMB’s shares stood at RM 8.49, giving Mabel a solid profit of RM 0.365 per share with 0.27 sen Cash Back Coupon cuming on 27th September.

Had she held onto YTLPOWER, she would have faced a loss of RM 0.295 per share, as the stock closed at RM 3.38 today. Instead, Mabel’s astute decision-making not only shielded her from potential losses but also allowed her to capitalize on CIMB’s promotion, setting her up for a rewarding September.

CIMB September Promotion to buy before 13th September for 27 sen Cash Back Coupon (Dividend). Coupon redeemable on 27th September.

Let’s break down Mabel’s transactions and calculate the profits:
1. YTLPOWER Transaction:
Selling Price: RM 3.71
Cost Price: RM 3.675
Profit per Share: RM 3.71 - RM 3.675 = RM 0.035

2. CIMB Transactions:
Buying Prices: RM 8.13 and RM 8.12
Average Buying Price: (RM 8.13 + RM 8.12) / 2 = RM 8.125
Closing Price: RM 8.49
Profit per Share: RM 8.49 - RM 8.125 = RM 0.365

3. YTLPOWER Potential Loss:
Current Price: RM 3.38
Cost Price: RM 3.675
Loss per Share: RM 3.675 - RM 3.38 = RM 0.295

To Our Success !

Meow Meow Meow

Stock

2 months ago | Report Abuse

#twobits Meow meow,
Load up any ytlp today?
09/09/2024 6:39 PM

No twobits. As Mabel’s Sifu always said “Be fearful when others are greedy” as Mabel see many Uncles and Aunties are so greedy today. Beside YTLPOWER journey with MACC has just begun and Technical Chart is still not looking great for any re-entry.

In the often-bearish month of September, Mabel strategic move paid off handsomely. Last week, Mabel locked in her profits from YTLPOWER, selling at RM 3.71 per share when the MACC News Exploded, a smart decision given her cost base of RM 3.675. This manoeuvre netted her a tidy profit of RM 0.035 per share.

With her newfound gains, today Mabel turned her attention to CIMB, capitalizing on their September promotion. She bought shares at RM 8.13 and RM 8.12, averaging out to RM 8.125 per share. As the market closed today, CIMB’s shares stood at RM 8.49, giving Mabel a solid profit of RM 0.365 per share with 0.27 sen Cash Back Coupon cuming on 27th September.

Had she held onto YTLPOWER, she would have faced a loss of RM 0.295 per share, as the stock closed at RM 3.38 today. Instead, Mabel’s astute decision-making not only shielded her from potential losses but also allowed her to capitalize on CIMB’s promotion, setting her up for a rewarding September.

CIMB September Promotion to buy before 13th September for 27 sen Cash Back Coupon (Dividend). Coupon redeemable on 27th September.

Let’s break down Mabel’s transactions and calculate the profits:
1. YTLPOWER Transaction:
Selling Price: RM 3.71
Cost Price: RM 3.675
Profit per Share: RM 3.71 - RM 3.675 = RM 0.035

2. CIMB Transactions:
Buying Prices: RM 8.13 and RM 8.12
Average Buying Price: (RM 8.13 + RM 8.12) / 2 = RM 8.125
Closing Price: RM 8.49
Profit per Share: RM 8.49 - RM 8.125 = RM 0.365

3. YTLPOWER Potential Loss:
Current Price: RM 3.38
Cost Price: RM 3.675
Loss per Share: RM 3.675 - RM 3.38 = RM 0.295

To Our Success !

Meow Meow Meow

Stock

2 months ago | Report Abuse

#pang72 My god... Meow..
Maybank breaks $11....
10/09/2024 9:31 AM

Yes pang72 dear...

Looks like all Mabel Data Centre Team are moving up starting with NVIDIA, the dominant player in the data centre, the Builders of Data Centres Gamuda, Sunway and Sime Darby Property, the Financier of Data Centres like CIMB, Maybank etc. So sad to see Mabel’s ex, Data Centres Operator YTL Power is still sleeping like a baby…

NVDA - NVIDIA Corp- $106.47- +$3.64- 3.54%
GAMUDA - Gamuda Bhd- RM7.48- +RM0.13- 1.77%
BIMB - Bank Islam Malaysia Bhd - RM2.65- +RM0.050- 1.64%
SIMEPROP - Sime Darby Property Bhd- RM1.38- +RM0.020- 1.47%
SUNWAY- Sunway Bhd- RM4.00- +RM0.040- 1.01%
CIMB- CIMB Group Holdings Bhd- RM8.37- +RM0.090 - 0.98%
MAYBANK- Malayan Banking Bhd- RM11.00- +RM0.01- 0.92%
YTLPOWR- YTL Power International Bhd- RM3.37- RM0.00- 0.00%

Meow

Stock

2 months ago | Report Abuse

Touche Guys...

Looks like all Mabel Data Centre Team are moving up starting with NVIDIA, the dominant player in the data centre, the Builders of Data Centres Gamuda, Sunway and Sime Darby Property, the Financier of Data Centres like CIMB, Maybank etc. So sad to see Mabel’s ex, Data Centres Operator YTL Power is still sleeping like a baby…

NVDA - NVIDIA Corp- $106.47- +$3.64- 3.54%
GAMUDA - Gamuda Bhd- RM7.48- +RM0.13- 1.77%
BIMB - Bank Islam Malaysia Bhd - RM2.65- +RM0.050- 1.64%
SIMEPROP - Sime Darby Property Bhd- RM1.38- +RM0.020- 1.47%
SUNWAY- Sunway Bhd- RM4.00- +RM0.040- 1.01%
CIMB- CIMB Group Holdings Bhd- RM8.37- +RM0.090 - 0.98%
MAYBANK- Malayan Banking Bhd- RM11.00- +RM0.01- 0.92%
YTLPOWR- YTL Power International Bhd- RM3.37- RM0.00- 0.00%

Meow

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2 months ago | Report Abuse

Lots of other counters can choose...

Stock

2 months ago | Report Abuse

My God Maybank Breaks RM 11
CIMB shoot up RM 8.39

YTL Power no hurry can wait until MACC Case is clear...

Even RM 3.2 is not so attractive until the case is clear...

Meow

Stock

2 months ago | Report Abuse

#stkoay CIMB September Promotion.

Buy before 13th September for 27 sen Cash Back Coupon.

Coupon redeemable on 27th September.

Next promotion will be in March 2025.
09/09/2024 3:52 PM

Cheers stkaoy... that's exactly what Mabel did today, adding more CIMB...

To Our Success !

Meow

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

13 minutes ago | Report Abuse

#twobits Meow meow,
Load up any ytlp today?
09/09/2024 6:39 PM

No twobits. As Mabel’s Sifu always said “Be fearful when others are greedy” as Mabel see many Uncles and Aunties are so greedy today. Beside YTLPOWER journey with MACC has just begun and Technical Chart is still not looking great for any re-entry.

In the often-bearish month of September, Mabel strategic move paid off handsomely. Last week, Mabel locked in her profits from YTLPOWER, selling at RM 3.71 per share when the MACC News Exploded, a smart decision given her cost base of RM 3.675. This maneuver netted her a tidy profit of RM 0.035 per share.

With her newfound gains, today Mabel turned her attention to CIMB, capitalizing on their September promotion. She bought shares at RM 8.13 and RM 8.12, averaging out to RM 8.125 per share. As the market closed today, CIMB’s shares stood at RM 8.28, giving Mabel a solid profit of RM 0.155 per share.

Had she held onto YTLPOWER, she would have faced a loss of RM 0.305 per share, as the stock closed at RM 3.37 today. Instead, Mabel’s astute decision-making not only shielded her from potential losses but also allowed her to capitalize on CIMB’s promotion, setting her up for a rewarding September.

CIMB September Promotion to buy before 13th September for 27 sen Cash Back Coupon (Dividend). Coupon redeemable on 27th September.

Let’s break down Mabel’s transactions and calculate the profits:
1. YTLPOWER Transaction:
Selling Price: RM 3.71
Cost Price: RM 3.675
Profit per Share: RM 3.71 - RM 3.675 = RM 0.035

2. CIMB Transactions:
Buying Prices: RM 8.13 and RM 8.12
Average Buying Price: (RM 8.13 + RM 8.12) / 2 = RM 8.125
Closing Price: RM 8.28
Profit per Share: RM 8.28 - RM 8.125 = RM 0.155

3. YTLPOWER Potential Loss:
Current Price: RM 3.37
Cost Price: RM 3.675
Loss per Share: RM 3.675 - RM 3.37 = RM 0.305

To Our Success !

Meow

Stock

2 months ago | Report Abuse

#twobits Meow meow,
Load up any ytlp today?
09/09/2024 6:39 PM

No twobits. As Mabel’s Sifu always said “Be fearful when others are greedy” as Mabel see many Uncles and Aunties are so greedy today. Beside YTLPOWER journey with MACC has just begun and Technical Chart is still not looking great for any re-entry.

In the often-bearish month of September, Mabel strategic move paid off handsomely. Last week, Mabel locked in her profits from YTLPOWER, selling at RM 3.71 per share when the MACC News Exploded, a smart decision given her cost base of RM 3.675. This maneuver netted her a tidy profit of RM 0.035 per share.

With her newfound gains, today Mabel turned her attention to CIMB, capitalizing on their September promotion. She bought shares at RM 8.13 and RM 8.12, averaging out to RM 8.125 per share. As the market closed today, CIMB’s shares stood at RM 8.28, giving Mabel a solid profit of RM 0.155 per share.

Had she held onto YTLPOWER, she would have faced a loss of RM 0.305 per share, as the stock closed at RM 3.37 today. Instead, Mabel’s astute decision-making not only shielded her from potential losses but also allowed her to capitalize on CIMB’s promotion, setting her up for a rewarding September.

CIMB September Promotion to buy before 13th September for 27 sen Cash Back Coupon (Dividend). Coupon redeemable on 27th September.

Let’s break down Mabel’s transactions and calculate the profits:
1. YTLPOWER Transaction:
Selling Price: RM 3.71
Cost Price: RM 3.675
Profit per Share: RM 3.71 - RM 3.675 = RM 0.035

2. CIMB Transactions:
Buying Prices: RM 8.13 and RM 8.12
Average Buying Price: (RM 8.13 + RM 8.12) / 2 = RM 8.125
Closing Price: RM 8.28
Profit per Share: RM 8.28 - RM 8.125 = RM 0.155

3. YTLPOWER Potential Loss:
Current Price: RM 3.37
Cost Price: RM 3.675
Loss per Share: RM 3.675 - RM 3.37 = RM 0.305

To Our Success !

Meow

Stock
Stock

2 months ago | Report Abuse

Another 5.11% drop today...

Waiting patiently at 3.2...

Slowly and Surely...

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2 months ago | Report Abuse

Does anyone know why Kenanga TP is so low?

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2 months ago | Report Abuse

Cheers Everyone..

Now Our CIMB is already RM 8.30 while Tiger is heading to RM 11.00

To Our Success !

Meow Meow Meow

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2 months ago | Report Abuse

Bro pang72 is very wise...

Last week Mabel locked profits at YTLPOWER..

This morning Mabel used that profits to Sapu CIMB at RM 8.13 and RM 8.12..

Now CIMB is oledi RM 8.24..

Mabel sooooo apy today...

Meow Meow Meow

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

2 days ago | Report Abuse

#Vincent8864 Calling Mabel with unlimited capital. You must be very happy yesterday and today bcos many uncles and aunties sold their YTLP to you right?
06/09/2024 11:23 AM

Like Mabel said, Mabel has been in and out of YTL Power many times. This counter very difficult to goyang kaki like Sapnrg since there's too many short uncles and aunties here.

Unfortunately this time YTL Power is tainted with some bad news. Hence Mabel sold all YTL Power shares this morning at RM 3.71 with a decent profits since Mabel’s holding cost is RM 3.675.

Currently YTL Power has broken the 20, 50, 100 and 200 days EMA lines. First Support has been breached, 2nd Support has been breached and currently RSI is oversold.

Now Mabel is waiting if some nice Short Uncles and Aunties want to match Mabel’s queuing price at RM 3.27. Let’s see if they can help Mabel on this…

Meow

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2 months ago | Report Abuse

Uncles and Aunties Shorties are doing a good job..

Today another 4% down..

Mabel waiting patiently at RM 3.2..

Meow

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2 months ago | Report Abuse

Looking forward to see Short Uncles and Short Aunties to bring YTL Power to RM 3.2 next week

Cheers Uncles and Aunties...

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2 months ago | Report Abuse

Here are the ranking of Mabel's Banks based on their latest quarterly results (Q2 2024)- Dividend enough to cover Mabel's exposures in PN 17 Sapnrg and Capital A..

*Revenue*

Maybank: MYR 14.92 billion
CIMB: MYR 5.6 billion
BIMB: MYR 590.2 million

*Earnings (Net Profit)*

Maybank: MYR 5.02 billion
CIMB: MYR 1.96 billion
BIMB: MYR 137.2 million

*Dividend*

Maybank: 29 sen per share
CIMB: 27 sen per share
BIMB: 4.22 sen per share

To Our Success !

Meow Meow Meow

Stock

2 months ago | Report Abuse

#Mabel #InvestorKING Mabel, recommending you to buy Reneuco la, heard that a very strong catalyst, till end of September or early of October,will fly high
06/09/2024 1:56 PM

#Icon 888 Buy reneuco better than sapnrg
06/09/2024 6:53 PM

Meow IK and Icon888…

Mabel will pass renueco as Mabel already have enough exposures in Bursa. Mabel will continue to hold PN 17 Sapnrg and Capital A as its not so heavy holding this ship. Beside Mabel loves to see a complete turnaround of this honest and hardworking companies. Here are the counters that Mabel are currently engaging. These companies are in KLSE Top 30 companies by market capitalization in 2024:
• Maybank (Malayan Banking Berhad) - RM 143.5 billion
• CIMB Group Holdings Berhad - RM 92.1 billion
• Petronas Chemicals Group Berhad - RM 47.0 billion
• Sime Darby Plantation Berhad - RM 33.0 billion
• YTL Power International Berhad - RM 30.4 billion
• IOI Corporation Berhad - RM 25.9 billion
• Kuala Lumpur Kepong Berhad - RM 24.6 billion
• Sunway Berhad - RM 23.5 billion
• Gamuda Berhad - RM 21.9 billion
• Sime Darby Berhad - RM 17.5 billion
• KLCC Property Holdings Berhad - RM 14.8 billion
• Yinson Holdings Berhad - RM8.98 billion
• Bank Islam Malaysia Berhad - RM5.89 billion.

To Our Success !

Captain Mabel Meow

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2 months ago | Report Abuse

Raja138 Pride in Malaysian companies such as Petroliam Nasional Bhd (Petronas), Yinson Holdings Bhd (KL:YINSON) and Sapura Energy Bhd (KL:SAPNRG), which have been established in Brazil for a long time and have achieved success at the global level.
https://www.klsescreener.com/v2/news/view/1388115
07/09/2024 3:42 PM

While Mabel understand that the current crude oil price environment justifies an upcycle in global capex, Mabel highlight on potential lower capex spending by PETRONAS as its revenue & cash flows comes off, with PETROS having assumed the role of sole gas aggregator in Sarawak. Given this on-going development, Mabel will keep Yinson and Pchem and will continue to maintain Lady Sapura until she is fully recover from her current P17 Morning sickness...

For your information, Yinson, Petronas Chemicals Group (Pchem), and Sapura Energy (Sapnrg) have significant operations and projects outside Malaysia, reducing their dependency on Petronas projects within the country.

Yinson: This company has diversified its portfolio significantly. It operates globally, with projects in countries like Brazil, Ghana, and Vietnam. Yinson is also expanding into renewable energy and green technology sectors.

Petronas Chemicals Group (Pchem): While Pchem is a subsidiary of Petronas, it has a broad international presence. It exports its products to over 30 countries and has manufacturing facilities in Malaysia and abroad.

Sapura Energy (Sapnrg): Sapura Energy has a strong international footprint, with operations in regions such as the Americas, Africa, and the Middle East. It provides integrated oil and gas services, including engineering, procurement, construction, and installation (EPCI) services.

These companies international operations help them mitigate risks associated with being overly dependent on a single market or client.

To Our Success !
Captain Mabel Meow

Stock

2 months ago | Report Abuse

Merdeka just passed and Malaysia Day coming soon. So Mabel is feeling a little patriotic here.

KLCCP Stapled Group is part of the Petronas Group. KLCCP (KLCC Property Holdings Berhad) is a subsidiary of KLCC (Holdings) Sdn Bhd, which is wholly owned by Petronas, Malaysia’s national oil and gas company. This connection provides KLCCP with a strong backing and access to prime real estate assets, such as the Iconic Petronas Twin Towers.

Despite BIG Headlines about sinkhole appearing in Kuala Lumpur, Malaysia KLCC appears to be one the best performer among Mabel’s REIT with 10% gain YTD and when you include Dividend we are talking about 15% gain. The stock has already touched the all time high touching RM 8 per share this week. Some news earlier this year that they plan to acquire remaining 40% equity interest in Suria KLCC worth RM1.95bil, and that they are on active lookout to expand portfolio for 2024 onwards.

To Our Success!

Meow Meow Meow

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2 months ago | Report Abuse

#HumptyDumpty it is due to new information from
-Governance, Procurement, and Finance Investigating Committee (JKSTUPKK): Their report was released in August.
-Public Accounts Committee (PAC): Their report also provided relevant findings.

PAC is old timer and they release report every year, which mean they are just being Pull in. So it's JKSTUPKK that initiated this under Prime Minister's Department. So a couple points:
1. MACC has no solid case but launching early investigation. No solide name given which officer involve (current or past). Sequence also wrong.. you stay quiet and investigate silently on graft case. Or you rock the boat and shout i want to catch you?
2. Still this is initiated from Prime Minister department meaning.. A want to start a case , or just want to throw some shadow on Muhidin. Again Graft case is very hard to prove unless clear money trail or whistleblower step forward.
Like the taiwan case where the ex taipei major Ko Wen-je, when the taiwan MACC say i am onto you , next immediately is DOJ and court case d.

Anyway lets not forget Ytlpower do business in Singapore which is one of the strictest country on graft. And also in UK.
06/09/2024 11:03 PM

HumptyDumpty Mabel read with interest on your observation. Thanks for sharing..

https://www.straitstimes.com/business/companies-markets/singapore-tycoons-wealth-rises-10-with-eduardo-saverin-topping-forbes-rich-list-again?utm_campaign=ST_Newsletter_PM

While Malaysia is always looking back, Singapore continues to break new frontiers..

Forbes attributed the boost to the overall positive sentiment from the swearing-in of Prime Minister Lawrence Wong in May....

Meow

Stock

2 months ago | Report Abuse

#Vincent8864 Calling Mabel with unlimited capital. You must be very happy yesterday and today bcos many uncles and aunties sold their YTLP to you right?
06/09/2024 11:23 AM

Like Mabel said, Mabel has been in and out of YTL Power many times. This counter very difficult to goyang kaki like Sapnrg since there's too many short uncles and aunties here.

Unfortunately this time YTL Power is tainted with some bad news. Hence Mabel sold all YTL Power shares this morning at RM 3.71 with a decent profits since Mabel’s holding cost is RM 3.675.

Currently YTL Power has broken the 20, 50, 100 and 200 days EMA lines. First Support has been breached, 2nd Support has been breached and currently RSI is oversold.

Now Mabel is waiting if some nice Short Uncles and Aunties want to match Mabel’s queuing price at RM 3.27. Let’s see if they can help Mabel on this…

Meow

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2 months ago | Report Abuse

Haha Capital A so steady..

Thank you so much Uncles and Aunties for pressing the price down yesterday...

Meow Meow Meow

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2 months ago | Report Abuse

KUALA LUMPUR (Sept 4): Corporate Malaysia's earnings for the second quarter of this year have largely been in line with analysts' expectations, with 58 of the top 100 companies on Bursa Malaysia in terms of market capitalisation either meeting or beating analysts' estimates, while 42 missed consensus estimates.

Overall, these top 100 companies’ aggregate earnings rose 15.9% year-on-year (y-o-y) and 10.5% quarter-on-quarter (q-o-q), with 49 companies registering both y-o-y and q-o-q increases in their latest reported quarterly earnings.

Utilities, oil and gas (O&G) and financial services are the sectors that posted results that largely met or beat earnings consensus in the second quarter of 2024, while telecommunications, technology and construction were the ones that disappointed when compared against their earnings forecasts.

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KUALA LUMPUR (Sept 4): Corporate Malaysia's earnings for the second quarter of this year have largely been in line with analysts' expectations, with 58 of the top 100 companies on Bursa Malaysia in terms of market capitalisation either meeting or beating analysts' estimates, while 42 missed consensus estimates.

Overall, these top 100 companies’ aggregate earnings rose 15.9% year-on-year (y-o-y) and 10.5% quarter-on-quarter (q-o-q), with 49 companies registering both y-o-y and q-o-q increases in their latest reported quarterly earnings.

Utilities, oil and gas (O&G) and financial services are the sectors that posted results that largely met or beat earnings consensus in the second quarter of 2024, while telecommunications, technology and construction were the ones that disappointed when compared against their earnings forecasts.

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Here’s a bit more detail:

Stock Performance: Stocks for travel companies like Booking.com and Airbnb have been performing well. For instance, Airbnb has shown strong financial results, reflecting a robust recovery in travel demand

Visitor Increase in SE Asia: Countries in Southeast Asia have indeed reported a significant increase in visitors. For example, Malaysia saw 20 million tourist arrivals in 2023, which is 77% of pre-pandemic levels. This increase in tourism typically indicates higher disposable income among travelers, as they are willing to spend on travel and leisure activities.

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Stocks for travel companies like Booking.com and Air BNB are doing great. Countries in SE Asia are reporting 2.5 times more visitors than last year which generally would indicate disposable income.

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Elsewhere, we are still Over Weight on the Aviation sector. We expect CAPITALA and AirAsia X to have a profitable 2024. At first glance, this seems obvious from today’s vantage point but is highly significant when we consider the fact that both of them were incurring losses even before the COVID-19 pandemic struck due to industry overcapacity. With industry overcapacity being rationed (higher demand and lower supply growth) and all Malaysian airlines (especially Malaysia Airlines) pricing fares rationally, we expect 2024 to be the first core profitable year for CAPITALA and AirAsia X after many years of losses.

Source: Mabel's Tiger Bank

Meow Meow Meow

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KUALA LUMPUR (Sept 4): Corporate Malaysia's earnings for the second quarter of this year have largely been in line with analysts' expectations, with 58 of the top 100 companies on Bursa Malaysia in terms of market capitalisation either meeting or beating analysts' estimates, while 42 missed consensus estimates.

Overall, these top 100 companies’ aggregate earnings rose 15.9% year-on-year (y-o-y) and 10.5% quarter-on-quarter (q-o-q), with 49 companies registering both y-o-y and q-o-q increases in their latest reported quarterly earnings.

Utilities, oil and gas (O&G) and financial services are the sectors that posted results that largely met or beat earnings consensus in the second quarter of 2024, while telecommunications, technology and construction were the ones that disappointed when compared against their earnings forecasts.

Stock

2 months ago | Report Abuse

KUALA LUMPUR (Sept 4): Corporate Malaysia's earnings for the second quarter of this year have largely been in line with analysts' expectations, with 58 of the top 100 companies on Bursa Malaysia in terms of market capitalisation either meeting or beating analysts' estimates, while 42 missed consensus estimates.

Overall, these top 100 companies’ aggregate earnings rose 15.9% year-on-year (y-o-y) and 10.5% quarter-on-quarter (q-o-q), with 49 companies registering both y-o-y and q-o-q increases in their latest reported quarterly earnings.

Utilities, oil and gas (O&G) and financial services are the sectors that posted results that largely met or beat earnings consensus in the second quarter of 2024, while telecommunications, technology and construction were the ones that disappointed when compared against their earnings forecasts.

Stock

2 months ago | Report Abuse

KUALA LUMPUR (Sept 4): Corporate Malaysia's earnings for the second quarter of this year have largely been in line with analysts' expectations, with 58 of the top 100 companies on Bursa Malaysia in terms of market capitalisation either meeting or beating analysts' estimates, while 42 missed consensus estimates.

Overall, these top 100 companies’ aggregate earnings rose 15.9% year-on-year (y-o-y) and 10.5% quarter-on-quarter (q-o-q), with 49 companies registering both y-o-y and q-o-q increases in their latest reported quarterly earnings.

Utilities, oil and gas (O&G) and financial services are the sectors that posted results that largely met or beat earnings consensus in the second quarter of 2024, while telecommunications, technology and construction were the ones that disappointed when compared against their earnings forecasts.

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Trading Volume = 4,259,500 shares
Not Bad actually..

Historical data shows that after the slump in September, US stocks tend to experience a relatively strong rebound in the following fourth quarter. Since 1990, the win rates for US stocks in October, November, and December have been as high as 65%, 71%, and 76%, respectively, with gains exceeding 1% in each month.

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Historical data shows that after the slump in September, US stocks tend to experience a relatively strong rebound in the following fourth quarter. Since 1990, the win rates for US stocks in October, November, and December have been as high as 65%, 71%, and 76%, respectively, with gains exceeding 1% in each month. This suggests that accumulating cash and buying fundamentally strong stocks during market downturns could be a viable strategy.

Generally, in a lower interest rate environment, the investment value of sectors with high dividends such as banks, utilities and consumer staples become more prominent. In the face of potential market volatility, stocks with stable dividend growth and high free cash flow yields in these sectors also have stronger defensive attributes. If their valuations are relatively low, the margin of safety will be higher. So if you expect more volatility in September than usual, it's time to sell offensive stocks and buy defensive stocks.

Cheers Everyone!

Meow

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2 months ago | Report Abuse

Historical data shows that after the slump in September, US stocks tend to experience a relatively strong rebound in the following fourth quarter. Since 1990, the win rates for US stocks in October, November, and December have been as high as 65%, 71%, and 76%, respectively, with gains exceeding 1% in each month. This suggests that accumulating cash and buying fundamentally strong stocks during market downturns could be a viable strategy.

Generally, in a lower interest rate environment, the investment value of sectors with high dividends such as banks, utilities and consumer staples become more prominent. In the face of potential market volatility, stocks with stable dividend growth and high free cash flow yields in these sectors also have stronger defensive attributes. If their valuations are relatively low, the margin of safety will be higher. So if you expect more volatility in September than usual, it's time to sell offensive stocks and buy defensive stocks.

Cheers Everyone!

Meow

Stock

2 months ago | Report Abuse

Historical data shows that after the slump in September, US stocks tend to experience a relatively strong rebound in the following fourth quarter. Since 1990, the win rates for US stocks in October, November, and December have been as high as 65%, 71%, and 76%, respectively, with gains exceeding 1% in each month. This suggests that accumulating cash and buying fundamentally strong stocks during market downturns could be a viable strategy.

Generally, in a lower interest rate environment, the investment value of sectors with high dividends such as banks, utilities and consumer staples become more prominent. In the face of potential market volatility, stocks with stable dividend growth and high free cash flow yields in these sectors also have stronger defensive attributes. If their valuations are relatively low, the margin of safety will be higher. So if you expect more volatility in September than usual, it's time to sell offensive stocks and buy defensive stocks.

Cheers Everyone!

Meow

Stock

2 months ago | Report Abuse

Historical data shows that after the slump in September, US stocks tend to experience a relatively strong rebound in the following fourth quarter. Since 1990, the win rates for US stocks in October, November, and December have been as high as 65%, 71%, and 76%, respectively, with gains exceeding 1% in each month. This suggests that accumulating cash and buying fundamentally strong stocks during market downturns could be a viable strategy.

Generally, in a lower interest rate environment, the investment value of sectors with high dividends such as banks, utilities and consumer staples become more prominent. In the face of potential market volatility, stocks with stable dividend growth and high free cash flow yields in these sectors also have stronger defensive attributes. If their valuations are relatively low, the margin of safety will be higher. So if you expect more volatility in September than usual, it's time to sell offensive stocks and buy defensive stocks.

Cheers Everyone!

Meow

Stock

2 months ago | Report Abuse

Historical data shows that after the slump in September, US stocks tend to experience a relatively strong rebound in the following fourth quarter. Since 1990, the win rates for US stocks in October, November, and December have been as high as 65%, 71%, and 76%, respectively, with gains exceeding 1% in each month. This suggests that accumulating cash and buying fundamentally strong stocks during market downturns could be a viable strategy.

Generally, in a lower interest rate environment, the investment value of sectors with high dividends such as banks, utilities and consumer staples become more prominent. In the face of potential market volatility, stocks with stable dividend growth and high free cash flow yields in these sectors also have stronger defensive attributes. If their valuations are relatively low, the margin of safety will be higher. So if you expect more volatility in September than usual, it's time to sell offensive stocks and buy defensive stocks.

Cheers Everyone!

Meow