Good morning EngineeringProfit,
I only hold 1,000 units of capA so that I can send my AGM questions.

Repost:
08:55AM 5238 AAX Buy 1,000 1.540 1,000 1.530000 1,530.00 All Matched
08:40AM 5099 CAPITALA Buy 1,000 0.795 1,000 0.795000 795.00 All Matched

Stock : 5238 - AAX
Ref No.
Date
Transaction Type
Quantity
Price
121400866 30/04/2024 Buy 1,000 1.530

Stock : 5099 - CAPITALA
Ref No.
Date
Transaction Type
Quantity
Price
121400905 30/04/2024 Buy 1,000 0.7950

How much did capA make last year?
Did capA employees got their derserved Bonus this year?
Know how much Stony pay himself last year?

Tariffs on rubber medical and surgical gloves will jump to 25% from 7.5% in 2026.

Philip know it, market over react to US tariff increase for glove from 7.5% to 25 % starting 2026.

So what will be the profit look like for Harta? Is the price surge sustainable with the profit growth?

Philip know what will be the profit look like to his Harta and Pchem. If he is smart as he claim he should take some profit off the table.

Insiders need to report any buying or selling.
So did you see any report of insiders buying or selling?

Most likely Shark like Uncle YY is throwing

Buyers think 12 sen is the bottom.
Sellers sold 12.5 sen and think he can subscribe to another tranche of PP at cheaper price.

The actual number of Placement Shares to be issued shall not exceed 10% of the total number of Shares in issue at any point in time. Subject to the prevailing market conditions and depending on investors’ interest at the point of implementation, the Proposed Private Placement may be implemented in a single or multiple tranche(s) within 6 months from the date of approval of Bursa Malaysia Securities Berhad (“Bursa Securities”) for the Proposed Private Placement or such other approved extended period. As such, there could potentially be several price fixing dates depending on the number of tranches and timing of implementation.

Most likely after sharks sold all their PP shares then another tranche of PP again.

I am here only giving some figures and hope people can think for themselve and not misled by the Mike-tikus.

SUBSIDIARY COMPANIES
Company
2023 2022
RM’000 RM’000
(a) Quoted shares, at cost 222,000 –
Unquoted shares, at cost 80,511 196,991
Equity loans (Note 10(c)) 278,226 280,946
Redeemable convertible preference shares (Note 10(d)) 437,100 483,600
Less: Accumulated impairment loss (38,047) (36,207)
979,790 925,330
Market value of quoted shares 262,364 –

Insas invested in many private companies in the form of preference shares that pay a certain dividend yearly.

Shhhh I am waiting to buy Insas below RM 1.00

A 25 year VN power plant with 25 year depreciation but the 75% loan bankers play safe and want their money + high interest back in 10 years.

So can report good profit but not enough cash flow to pay good dividend

Every year I attended Insas AGM and complaint why can't BOD give a reasonable and fair dividend.
I'm still holding 400k+ Insas and looking to top up at below RM1 then Below RM0.9.

Posted by MrHuangBK > May 15, 2024 7:21 AM | Report Abuse
Only 60% subscribed

Does this mean another batch of PP coming?
This time what will be the PP price for the second batch?

Once upon a time some one use his pasar malam TA tool and predict that floor 19 is the bottom.

Sorry my mistake the 180.7 million PP new shares listing date 15 May 2024.
Will PP subsribers sell their shares today for 1 sen gain?

entries
Search:
Ann. Date
Date
Type
Units
Price
View
14-May-2024 15-May-2024 Private Placement 180,700,000 0.120 Additional Listing Detail

180.7 million PP at 12 sen listed 14 May 2024 and immediately sold at 13 sen for 1/12 =8.33% gain

Most likely capA will report a lose making Q1 2024 due to USD strengthen against Myr, Baht, Rp and Peso

BANGKOK, 14 May 2024 - Asia Aviation PLC (AAV), the sole shareholder of Thai Airasia Co. Ltd. (TAA), has announced its operational results for the first quarter of 2024, reporting revenues from sales and services of 13,793.7 THB, an increase of 52 percent year-on-year, and continued positive earnings before interest, taxes, depreciation and amortisation (EBITDA) of 3,094.2 THB, up 78 percent from the same period last year.

While the Company booked a net loss of (409.1) THB due to the depreciation of the Thai Baht that led to a foreign exchange loss of (2,049.4) THB, cashflow was not impacted and had remained positive. Excluding the foreign exchange loss, AAV achieved a core profit of (1,640.3) THB in the first quarter, turning around a loss of (203.2) THB during the same period last year.

In 1Q2024, TAA transported 5.5 million passengers, up 19 percent year-on-year, by operating 50 of its fleet of 56 aircraft. New routes introduced in the quarter included Hat Yai-Singapore and Don Mueang-Kaohsiung. Seat capacity recovered during the period to 90 percent while passengers carried recovered to 93 percent of the total seen before the COVID-19 pandemic.

Know how much Insas net cash per share?
By the way Insas pay 2.5 sen dividend per year.

Remember what happen to Serbadk when Serbadk announce big contruction job win in Dubai.

When come to contruction work no companies can match the speed, cost, agility and advance tech from China contruction companies.
China contruction companies will eat sendai for breakfast, lunch and dinner.

Blame it on modern technology with a click of button you can buy or sell any shares from anywhere as long as you can access to the internet.

Must start planning now how to migrate to Sarawak.

A rising tide lifts all boats. Hopefully Insas will break RM 1.20 again soon.

I already build a portfolio worth a few millions meanwhile someone is licking his wounds in his how many digits book loss on JAKS.

Someone still forever live in the past while I already move on.

When will KYY learnt his lesson not to pump and dump?

MMC taken ptivate because URUSHARTA JAMAAH SDN BHD keep selling MMC at cheaper and cheaper price until major shareholder Syed Mokhtar get angry and offer SCR to take it ptivate

Ninja is taboo in China.

Insas already owned PRAC why invest in Ninja Van?

PRAC Transport Sdn. Bhd. Provision of transportation Malaysia services, delivery of goods and courier services

PRAC BlueBox Sdn. Bhd. – Provision of transportation Malaysia services, courier services and leasing of trucks

I am more interest on when and how BOD going to deploy the billion cash hoard and not on their remuneration.

Insas isn't performing that is why I already sold most of my Insas

My Tp for Insas, Jayatiasa and OSK is RM 1.50. So far OSK already RM1.60

Sold some of my OSK and top up more Jayatiasa. Still hold on my Insas, MSC, Teoseng, Petronm which I think should report good quarter result.

Pls fasten ur seatbelt.
Turbulence ahead.

Urea futures fell to around $290 per tonne, reaching an over 3-year low, as lower natural gas and ammonia prices continued to offer fertilizer producers cost-effective feedstock. Abundant global natural gas supply, spurred by a mild winter, enabled manufacturers to ramp up production, aiding farmers in replenishing their reserves. Additionally, subdued demand for ammonia lowered expenses for fertilizer producers. At the same time, India, one of the world's largest consumers, plans to stop importing urea by the end of 2025, citing concerns about soil fertility and human health. The country's imports already decreased by 21% in 2023.

https://tradingeconomics.com/commodity/urea

Q2 end 31/12/2023
RM'000
(Loss)/Gain on fair value changes of financial assetsat fair value through profit or loss (1,081)

Hopefully Q3 end 31/03/2024 will have some gain.

Yes.
The value is mark to market every quarter.

https://klse.i3investor.com/web/blog/detail/Sslee_blog/2024-05-09-story-h-181840138-Questions_for_upcoming_Capital_A_Berhad_AGM_on_13_Jun_2024

Send this morning

investments in listed equities
Singapore equilvalent RM 102,361,000
HK equilvalent RM 37,315,000
US equilvalent RM 23,175,000
Australia equilvalent RM 10,469,000

Insas foreign investment as at 31/06/2023

US Singapore Sterling Australian Hong Kong Other Dollar Dollar Euro Pound Dollar Dollar currencies Total
RM’000 RM’000 RM’000 RM’000 RM’000 RM’000 RM’000 RM’000

Financial assets at fair value through profit or loss
23,175: 102,361: 151: 769: 10,469: 37,315: 7,520: 181,760

As of 30 June 2019, the Group’s investments in listed equities are primarily in the properties and REITS, consumer products and financial services sectors in both local and overseas stock exchanges, and the

key equity investments include, amongst others, IGB REIT, Ho Hup Construction Company Berhad, Omesti Berhad, SYF Resources Berhad and Oversea-Chinese Banking Corporation Limited.

TheContrarian,
Tomorrow should I buy some Sg Bagan and Kucai?

Repost:
When you tender and received contract to build FSPO for client long term lease you then borrow money (many billions) to build the FSPO. The borrowing is recorded as liabiliaties.
On the assets side during FSPO contruction period the asset is recorded as contract asset and when FPSO delivered to client and on production state it is recorded as finance lease receivables.


Building a new FPSO costs approximately US$ 2.5 Bn to US$ 3 Bn. However, the cost of conversion of an oil tanker is approximately between US$ 1.5 Bn and US$ 2 Bn

Repost:

FYE 2024 Yinson Production Operations results overview (YoY)
Revenue PAT

YTD Q4 FYE 2023
(RM’ mil)
YTD Q4FYE 2024
(RM’ mil)
Variance (RM’ mil)
Revenue 1,631: 2,279 : 648
Gross Profit 951: 1,480: 529
EBITDA 1,162: 1,643: 481
PAT 576 :776: 200
PATAMI 498: 628 :130

The PAT margin is 776/2279 about 34%


FYE2024 Yinson Production EPCIC results overview (YoY)
YTD Q4
FYE 2023
(RM’ mil)
YTD Q4
FYE 2024
(RM’ mil)
Variance
(RM’ mil)
Revenue 4,561 9,220 4,659
Gross Profit 813 1,440 627
EBITDA 792 1,441 649
PAT 340 682 342
PATAMI 401 648 247

During FPSO contruction EPCIC result. After FPSO delivered and acceptance then it is Production Operations results

I can't understand rich man thinking. Can they bring their rich to grave.

They need to understand in giving we received.

If only insas pay out to shareholders what Insas received from inari dividend what will be that dividend amount?

Wasted my so many years of asking BOD at every AGM to pay a reasonable, fair and equitable dividend.

Now I only know the real reason is Insas can't pay dividend.

By the way many qualified borrowers of Insas Credit and leasing actually pledged Insas associate companies shares for multi-million loans.