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James Ng likes this. DividendGuy67 @pinky, I'm not greedy. I already let go of my YTL after it delivered capital gains (net of comms) equal to 19 years of dividends, by holding a few short months. 24/08/2023 12:09 AM DividendGuy67 Thanks to TALIWRK, my portfolio made a new high again today. That's 3 consecutive days of new highs! 08/11/2023 7:45 PM DividendGuy67 @Lester, agree the transaction volume is very high, although this kind of action reminds me of 18/12/2020 volume/price action than Jan 22 volume/price action. In Dec 2020 action, the huge spike up was not sustainable and only good for 1 day. Whereas Jan 2022 action was high, but the price was already uptrending for quite some time and continued to make new highs higher than the day's high eventually. The question now is how does today's high volume portend for the coming days/weeks .... Technically, it looks with majority odds, that the bottom after 1.5 years of downtrend may have been sighted. Today's price action hit 86 sen, which is the 38.2% Fibonacci retracement, a common resistance. Given the 1.5 years downtrend, it won't be so easy for TALIWRK to continue to rise - low odds. More likely, it'll dip down to retest the bottom. So, if I didn't have a position, then, I would not chase and the high probability play is to wait for a retest and buy the dip. 08/11/2023 8:07 PM DividendGuy67 Thank-you TALIWRK! On 20/10, I added at 79 sen. Today, my queue to sell part of this purchase was executed at 86 sen! THANK-YOU for contributing to make my portfolio hit a new high again today! That's 4 consecutive days of portfolio new high! 10/11/2023 2:04 AM Lester Teow Insider move: Changes in major shareholders, tariff hike expectation prompt rally in water-related stocks https://theedgemalaysia.com/node/689548 10/11/2023 8:37 AM Layla123 Taliworks Corp Bhd's Q3 2023 net profit rose to RM13.54 million boosted by increased results from jointly controlled entity Grand Sepadu (NK) Sdn Bhd, attributed to toll compensation. https://urlis.net/2hciy6d1 29/11/2023 3:26 PM calvintaneng Aiyoo Yippy68 You got see properly Taliwork balance sheet or not? Earn less than 1 sen Cash only Rm104 Millions Long term borrowings Rm269 Millions Mana ada duit pay good dividend leh? Better switch to Hs Plant See very carefully https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-19-story-h-188335565-HS_PLANT_5138_A_PALM_OIL_LAGGARD_YOU_WITH_DEEP_VALUE_YOU_SHOULD_TAKE_NO 22/02/2024 4:23 AM Pinky Oh no! The end of 1.65 sen per quarter! š² https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=227060&name=EA_FR_ATTACHMENTS The Board is pleased to declare a fourth interim single-tier dividend of 1.0 sen per share on 2,015,817,574 shares amounting to RM20,158,000 in respect of the financial year ended 31 December 2023, to be payable on 29 March 2024. 27/02/2024 6:20 PM Pinky 1. Higher repair and maintenance expenses 2. Previous quarter got toll compensation - current period tiada Looks like they finally exhausted their free cash, hard to sustain 1.65 sen per quarter already š Continue monitor for another quarter 27/02/2024 8:32 PM cooledhawk123654 Last 2 years invesment in associate loss abt 20 over millions every year, what sort of the bisness the associate is doing? why keep losing money 27/02/2024 11:07 PM iscmob Any thought on HLB Research Rpt: Water. Revenue climbed higher by 6.0% driven by the increase in chemical and electricity rebates. There was a 2.4% hike in BWSR rates in FY23. Average MLDs came in lower by -2.8% which is within our range of expectations. At the operating profit level, there was a decline of -4.2% mainly due higher rehab & maintenance expenses. Profitability for the segment is expected to improve with a 14.3% tariff hike (effective 1-Jan-24). Tolls. ADT at the Grand Saga Highway and Grand Sepadu showed encouraging YoY growth at +7.3% and +2.8% respectively, benefitting from increased car usage vs FY22 which encompassed periods of pre-endemic conditions. Additionally, Grand Saga traffic was aided by the opening of SUKE highway. Despite the ADT growth in the period, profitability was lower on the back of higher rehab and maintenance charges. Construction. Revenue nearly doubled in FY23 due to the progress of the Package 2 and 3 of Rasau water scheme. We expect to see stronger performance from this division with projects showing signs of ramping up. There are also two water opportunities in the pipeline in Selangor which Taliworks could participate in. Forecast. Despite the results shortfall, we make no changes to forecasts as the construction segment is positively ramping up. Maintain HOLD, TP: RM0.81. Maintain HOLD with marginally lower SOP-driven TP of RM0.81 (from RM0.82) after rolling over valuation for is concession businesses. Uncertainty over its new level of dividends could weigh on share price in the near term. Nevertheless, we acknowledge the companyās highly cash generative business exposure. Upside risk: water project wins; Downside risk: lower dividends from current levels. 28/02/2024 11:08 AM Pinky I exited long ago around 83 or 84 sen. Been monitoring for re-entry for its tasty dividend yield. So now...since 1.0 sen je... 28/02/2024 11:29 AM cooledhawk123654 @cooledhawk123654 This: https://taliworks.com.my/waste-management/ thanks 28/02/2024 11:42 AM Lester Teow This is a dividend stock. If dividend is not attractive anymore, no reason to buy. 28/02/2024 1:45 PM Lester Teow RM27.60 million for budgeted capital expenditure for 2024, a significant portion of which is for solar panel replacement and other improvement works. 28/02/2024 1:52 PM Markv572421 melampauuuuuuu juga taliworks share dop ...what is the management doing ?????? 29/02/2024 12:00 PM Tanleechoo New MD hope can show a clear business directionsā¦lack of focus as involved in too many business .. the core should be related to water 29/02/2024 12:20 PM Pinky Easy calculation. If 1.0 this quarter is indication of future dividends... RM0.01 x 4 / RM0.78 = 5.13% dividend yield I might as well buy REITs like IGBREIT and SUNREIT š 29/02/2024 2:17 PM Xcalibre Construction to Fire on All Cylinders in FY24; BUY!! Under Budget 2024, MYR1.1bn was allocated for supply issues, especially in Kelantan, Sabah, and Labuan. This may include infrastructure like water treatment plants which Taliworks is currently constructing. Another rerating catalyst would be quicker-than-expected approvals for the tariff hike for its waste management associate. 05/03/2024 3:58 PM | |