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  cwc1981 https://www.freemalaysiatoday.com/category/nation/2024/04/05/govt-willing-to-consider-concession-model-for-hsr-project/ 06/04/2024 12:58 PM  speakup http://www.financetwitter.com/2024/04/racist-umno-akmal-arrested-coward-pm-anwar-ministers-should-learn-real-leadership-from-sarawak.html pmx sokong akmal 08/04/2024 7:31 AM Plantermen Yes. One thing is real. Cost of goods spike up hard to come down. The so called government re directed targeted on petrol subsidises would push up many other cost of living items. prices would increases exponentially if my transport costs increases, my freight charges increases, electricity & water rates is higher. Rental rate would mark up. Blame it on the government 12/04/2024 9:34 AM Jonathan Keung Straight forward. opposition win in Kuala Kubu Bahru by election on May 11. Anwar knows the figs in next GE 12/04/2024 10:39 AM dragon328 Statistics shows that local institutions have been net buyers of Bursa stocks in past 5 weeks since 1 March 2024. I suspect that some of these local funds have been accumulating YTL and YTL Power shares as they missed out both last year. As of 30 June 2023, EPF still had at least 3.02% stakes in YTL Power and 2.58% stakes in YTL Corp. I suspect they have more now but still lower than 5%. Both YTL and YTL Power shares are undergoing consolidation phase now, awaiting fresh catalysts for a break-up. As they have been consolidating for over 2 months, I suspect good news should be coming in next few weeks. In terms of valuation, YTL is still cheap at 2024 forward PER of 13x (compared to 17x for Tenaga and 23x for PetGas). Earnings are expected to rise in coming quarters and coming years from: 1) Jordan Power which is running at full steam now amidst gas supply shortage in Jordan 2) Wessex Waters which may turn around as early as in Q3 FY2024 and to report bigger profit from 1st April 2024 3) data centre 1st phase with SEA Group which has been completed in Mar 2024 4) AI data centre which will complete 1st phase in early 2025 5) cement business which is seeing stable bulk cement selling prices in Jan-Mar 2024 while coal prices are under control 6) construction business which will add billions worth of contracts from AI data centre, warehouses for SEA, massive capex programmes of Wessex from 2025, prospects of HSR 7) hotels and shopping malls with full recovery of tourism activities 8) potential more asset monetisation such as injection of hotels into YTL REIT 12/04/2024 11:53 AM dragon328 I am not discounting the possibility of local institutional funds approaching YTL and YTLP for a private placement of 2%-3% at a discount to market prices, or simply accumulating from the open market. This is likely so as YTL and YTLP are becoming among the largest cap companies in Bursa and local funds are encouraged to invest more money in Malaysia by bringing back funds from overseas. 12/04/2024 11:55 AM Leward88 Minor retracement after raya holiday ... I guess it can close at 2.60 or above today 12/04/2024 11:58 AM dragon328 But I am not suggesting anyone to chase high as there are always IBs trying to press the share price down ahead of their call warrants expiry. I suggest accumulation at low for long term investment. 12/04/2024 12:06 PM speakup https://focusmalaysia.my/did-a-slip-by-pkr-mp-confirm-that-umno-is-calling-the-shots-in-the-unity-government/ ni bukan kerajaan PH tapi kerajaan Umno! GE16 we boycott! duduk rumah tonton TV makan popcorn 13/04/2024 11:22 AM dragon328 @JMpower, as I wrote in my last post on YTL & YTLP, I think it will be fair to attach a PER of 20x for a well diversified conglomerate like YTL, hence a target price of RM4.00. If YTL wins the HSR, then the upside is a lot bigger. 13/04/2024 3:47 PM Chong (Buy Valuable Stocks) HSR.....a bit hopeless as leading by useless ministers.. 13/04/2024 7:19 PM speakup Thanks to speculation Ytl get Hsr otherwise Ytl will only be rm1 lah. Be grateful 13/04/2024 7:36 PM catalan HSR 60-80billion project without government funding, use what to finance the loan? How much the price to sell per ticket? And how many ppl will travel from KL to SG, SG to KL? ROI is pretty low. https://www.nst.com.my/news/nation/2024/03/1025564/hsr-project-will-not-involve-govt-funding-says-loke 15/04/2024 4:39 PM fx115w SGD80 per ticket. Targeted customers would be those Malaysian earning SGD8000 per month working in Singapore & have family in KL. 15/04/2024 6:39 PM speakup Ytl kaya. Can build Hsr and operate Hsr with 100 year concession. Tak perlu minta sedekah from govt 15/04/2024 7:32 PM EquityJourneyman YTL has more than RM14 billion in cash and cash equivalent, memang tak perlu minta sedekah from govt 😄 16/04/2024 9:46 AM AlTugauw Francis Yeoh & siblings have tripled their fortune to $4.5 billion on the back of ignorant Malaysian institutional investors like KWSP. Why is KWSP still allowed to invest in this counter that is not only possibly detrimental to the national interest of Malaysia, especially since YTL partners and assists Nvidia, that is building an AI Supercomputer for Israel? Surely this is not in Malaysia's best interests nor in KWSP's best interests. YTL is also not a good company to do business with. YTL hasn't even completed the government contract of the Gemas-JB double track railway. Money in the HUNDREDS OF MILLIONS of Ringgit has already paid to YTL but after so many years the track is still not completed. Francis Yeoh & siblings triple their wealth, while the rakyat suffers. Malaysian government inaction is perplexing. Why is it doing so many favours to YTL that are not in the national interest? Investors, especially Malaysian government institutional investors like KWSP, should be more discerning. 16/04/2024 11:38 AM Jonathan Keung Market sentiments. Losers out number gainers 9 :1 ..war jittery YTL drop more than others 16/04/2024 12:14 PM Eagle77 Breaking news: Middle East The UN's nuclear watchdog has said it is worried Israel could target Iranian nuclear facilities, after its military chief vowed to respond to Iran's missile and drone attack despite international pressure to exercise restraint. Tuesday 16 April 2024 06:41, UK 16/04/2024 1:54 PM dompeilee Very happy to disappoint the illiterate, id!ot-cum-contrarian signal pang72: my latest purchases @ $2.62 is only 20% of my remaining stake of 10 lots ( did not sell ALL, contrary to allegations of id!ot who can't read!) so the avg cost rose from 97.6c to $1.119 which is still a 122% paper gain despite recent drops. D⛎mbo pang72...🤣 16/04/2024 6:12 PM Eagle77 Buy Minetech better because it related to gold so during future full of uncertainty of war Minetech is mining gold company so it’s going to booming 💰💥 17/04/2024 8:33 AM Eagle77 Minetech major in mining ⛏️ so without mining company there is no gold in the market but gold is treasure during war time ✅👍 17/04/2024 8:33 AM hoplanner @AlTugauw Don’t simply make such claims that KWSP still allowed to invest in this counter that is not only possibly detrimental to the national interest of Malaysia, especially since YTL partners and assists Nvidia, that is building an AI Supercomputer for Israel. Try write to KWSP about your theory etc. Like Siti Kasim said “don’t try to be a hero!” 17/04/2024 12:39 PM KingKKK Malaysia's Mega-Cap Showdown: Mega Utilities vs Banks vs Healthcare - Who Wins? YTL, YTLPOWER, IHH, TENAGA, MAYBANK, PBBANK, CIMB, PCHEM https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-26-story-h-185506101-Malaysia_s_Mega_Cap_Showdown_Mega_Utilities_vs_Banks_vs_Healthcare_Who_ 18/04/2024 1:48 PM KingKKK Previous post on 26th March which is still relevant to see YTL earnings growth vs other big cap companies. 18/04/2024 1:49 PM  | |
