Daniel Ng

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Joined Jan 2024

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https://www.capitala.com/misc/2Q25-presentation-capitala.pdf

Looks like delay again, the predicted timeline for the AAX shares entitlement was predicted to be today by management.
12 hours · translate
A bit too early to use the word brag? Please learn how to use the word brag first, perhaps save it when Capital A gets out of PN17 and I boast about my returns. On top of that, please learn to at least do some surface level research before commenting on something, who wants to believe you when you do half past six research on Capital A just to persuade others to invest in L&G? I am incline to believe that you do half past six research on L&G as well
2 days · translate
They would be out of PN17 soon anyways, Capital A in itself has limited debt and the companies under Capital A are all profitable except Bigpay. I thought you did your research? Also Norges Bank (Norway Pension Fund) has a stake in Capital A
3 days · translate
To be honest, I still don't know what you really want in the first place other than replacing the senior management without proper reasoning.

I will address the things you have mentioned:
1) drag drag PN17 for 5 years - Brother... have you even been following up on the news? They are waiting for the Thai SEC and the final lender to sign the consent letter, only then they can make an announcement on the entitlement dates. Please enlighten us how to speed up, maybe you can go find the consultants and advice them on this
2) No dividend - ????? Are you being serious here, they are under PN17 and you still talk about dividend?
3) No shareholder focus - Like what? You keep saying management problem but you never point out specifics
5 days · translate
I mean that tells everything you need to know, you have not done any valuation, just pure gut feeling

ADE, Teleport, AirAsia MOVE, AirAsia Brand Co., Santan are all profitable with the exception of Bigpay.
6 days · translate
Look at Din Meranun's recent Instagram story, get ready to buckle up
6 days · translate
I am asking how you derive their valuation brother to determine that it is overvalued, just saying bad debt exposure isn't enough to justify. What did you use, forward P/E, EBITDA multiple?
6 days · translate
Brother, you do realise that Directors/Senior management/Substantial shareholders are required to disclose their dealings with Bursa right? Also how do you get your valuation to determine that it is overvalued?
6 days · translate
I don't get you, if you don't believe in management then sell off your shares la. If you still want to hold on to your shares, raise tough questions during the AGM/EGM la, I didn't see you asking questions also in the AGM/EGM.
6 days · translate
No, but please enlighten us, what is wrong and what is your proposed solution?
2 weeks · translate
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