As long as confirmed either restart this year or next year, share price will go up. Future value, must confirm restart. Good enough

@Good123 HSR will start whether smaller or larger scale to prevent paying compensation to Singapore continuously
17/01/2020 10:07 AM

Share buyback continues :)

Immediate Announcement on Shares Buy Back
YTL CORPORATION BERHAD

Date of buy back 16 Jan 2020
Description of shares purchased Ordinary Shares
Currency Malaysian Ringgit (MYR)
Total number of shares purchased (units) 500,000
Minimum price paid for each share purchased ($$) 0.975
Maximum price paid for each share purchased ($$) 0.975
Total consideration paid ($$) 489,396.50
Number of shares purchased retained in treasury (units) 500,000
Number of shares purchased which are proposed to be cancelled (units)
Cumulative net outstanding treasury shares as at to-date (units) 370,362,418
Adjusted issued capital after cancellation
(no. of shares) (units) 11,022,762,340
Total number of shares purchased and/or held as treasury shares against total number of issued shares of the listed issuer (%) 3.35998

（吉隆坡15日讯）审查期的隆新高铁下砍成本后重启在望、金马士至新山电动火车（ERDT）项目预计在下个季度贡献强劲盈利，以及马来亚洋灰公司未来1至1年半内有望转盈。杨忠礼机构（YTL,4677,主板公用事业组）基建前景备受看好，惟竞争环境激烈和潜在海外总承包商等问题令分析员谨慎对待。

联昌研究指出，对该公司将重新竞标隆新高铁合约一事看法谨慎乐观。

联昌表示，对于即将在今年5月截至的隆新高铁审查期里，公司采取的策略是将向政府建议在隆新高铁原有450亿令吉的合约价值基础上削减30%。

杨忠礼机构相信自身在机场直达快铁（ERL）项目中建造、特许经营权和融资经验具备优势，标获今年下半年的隆新高铁。

但基于目前较高的竞标竞争环境下，联昌对公司的策略看法是谨慎乐观。

该行认为，新的隆新高铁项目计划可能与原本的计划相似，但在设计、工程和铁道机车车辆方面将缩小规模。

大量海外总承包商参与竞标

此外，另一个风险是大量的海外总承包商的参与，就如东海岸铁路项目。

不过，联昌指出，若重启的隆新高铁优先考虑将较大部份的建筑工程交给当地公司（比总值440亿令吉的东铁项目30%比重更大），那么国内建筑商都有担任领导或总承包商的机会。

马来亚洋灰1年半年内转盈

另一方面，在成本协同效益、需求复苏和平均售价增高下，杨忠礼维持对马来亚洋灰公司（原为拉法基马（LAFMSIA,3794,主板工业产品服务组））未来1至1年半年转盈承诺。

联昌指出，该公司将以成本下砍和优化措施为优先，并拉低马来亚洋灰公司每公吨200令吉的平均成本至杨忠礼洋灰的160令吉。

还有，公司计划在去年杪省下1亿令吉的分销业务和其他综合开销及行政管理费用（SG&A）。

联昌预计，公司可能采取的最终阶段就是将YTL洋灰注入到马来亚洋灰公司的可能。

对于洋灰售价情况，公司预计，随着延迟的东海岸铁路项目对洋灰需求密集的阶段来临，目前每公吨200至230令吉售价将有上行空间。

在接下来季度中，分析员预测，积极的成本下调如生产和人力合理化以及物流上的改善，都将抵销较高的电力成本（电费占生产成本约30至40%），支撑着马来亚洋灰的洋灰和预拌混凝土业务增长。

除此之外，联昌看好在金马士至新山电动火车（ERDT）项目入账进程将在下个季度加快，直到预计完工的2021年，支持者公司建筑业务维持15%税前利润。

该行预测，截至去年尾该项目已完成超过40%，未完成的工程余额为40至50亿令吉。

分析员指出，待该项目完工后，杨忠礼机构的建筑业务将在充裕的容量来进行新的本地大型铁路工程。

目前阶段来看，该行认为，在政府对隆新高铁的新指示出来前，公司股价潜在上行有限。

该行上调目标价至1令吉令4仙，维持“守住”评级。

Between pos and ytl, juga tunggu announcement, ytl is better, profitable unlike pos with 5 quarterly losses :)

https://www.thestar.com.my/business/business-news/2020/01/16/ytl-corp-spruces-up-its-infra-outlook

To be delisted soon. As long as above 0 sen, just sell

Hwa Tai next? :)

There was no share buyback by YTL yesterday, It was supported well. Very likely, an institutional funds either local or overseas is accumulating ytl shares in stages :) If ytl buyback also, it would fly faster :)

Q4,2019 should a much better result. when HSR starts, can jump 10-20sen. Ytl should be back to rm1.1 to rm1.2 probably

Below rm1, 4sen div, div yield 4%+ higher than FD rates

Shareholders don't mind to receive share dividend e.g. ytl, ytlpower or ytlreits shares. Use the cash to buyback more undervalued ytl shares :)

Ytl is really trying hard to breakthrough penny stock status. Must be above RM1 like Sunway, ijm, etc

valcano eruption in the philippines affecting many flights, etc. rising oil price... causing airlines stocks to tumble

Ytl is listed on bursa and Japan stock exchange. Ytl could spin off its rail-related biz to list in Shanghai also :) surely better valuation.

Technicians perform maintenance work on a pylon adjacent to the Beijing-Shanghai High-Speed Railway line in Chuzhou, Anhui province. Photo by Song Weixing / For China Daily

BEIJING: Beijing-Shanghai High-Speed Railway Co Ltd, the operator of the country's most lucrative rail route, said in a file on Tuesday evening that company shares will be listed on the Shanghai Stock Exchange on Thursday.

The company submitted its prospectus on Oct 22. Twenty-three days later, on Nov 14, it received IPO approval from the China Securities Regulatory Commission, which set a new record for the shortest waiting period for regulatory approval.

The company will raise funds of 30.63 billion yuan at a net price of 4.88 yuan per share, Beijing-Shanghai High-Speed Railway said in a statement filed to the stock exchange on Jan 3. Based on the offer price, the company has a price-to-earnings (P/E) ratio of 23.39 times, breaking the ceiling by a factor of 23 in real terms for the first time in new shares issuance.

According to financial data provider Wind Info, as of Sept 30, the net asset value per share of Beijing-Shanghai High-Speed Railway was 3.73 yuan.

With registered capital of 42.82 billion yuan, Beijing-Shanghai High-Speed Railway Co Ltd was founded on Jan 9,2008, and its business covers railway construction, passenger transportation, consultation service, equipment purchase and sales, property management, logistics, storage and parking lots.

China Railway Investment Co Ltd, with 49.76 percent of shares, is the controlling shareholder of the Beijing-Shanghai High-Speed Railway Co Ltd.

According to its prospectus, the funds raised from the IPO will be used to acquire a majority 65.08 percent stake in the Anhui branch of the Beijing-Fuzhou High-Speed Railway.

As the operator of the country's most lucrative rail route, the Beijing-Shanghai High-Speed Railway reported revenue of 25 billion yuan for the first three quarters of 2019. In 2018, the company registered a net profit of 10.25 billion yuan. - China Daily

https://www.theedgemarkets.com/article/ytl-likely-be-winner-if-hsr-project-revived

YTL Corporation Berhad is a Malaysian infrastructure conglomerate, founded in 1955 by Yeoh Tiong Lay, after whom the group is named. The company has grown from a small construction firm into a global infrastructure company generating over RM18 billion in revenues with over 70 percent coming from overseas. Wikipedia

Share buyback will intensify in view of HSR, ytl injecting UK hotels into ytlreits, etc

with a cost reduction around 30% proposed by ytl, easier for HSR to breakeven or even make profit, shorter gestation period required

ytl will use more local workers and resources to construct the HSR compared to ECRL given to China GLC by Najib's Admin

ytl is a local listed-company, if ytl makes money, the corp tax is payable to the malaysian govt also :)

ERL constructed by YTL is profitable , not draining the govt coffer. YTL to construct HSR should be the best choice

MRT, ECRL, with reduced costs, approved. wont be different for HSR, proposed by YTL

lower cost, more or less the same HSR to Spore and back to KL, should be agreed and accepted

new proposal by YTL for HSR by slashing 30% of RM45bil, highly likely will be approved, dateline in May 2020 is approaching. Otherwise, more compensations will be made to Singapore

Possible, the PM, Madey says yes. ERL also during Madey's admin :)

On the HSR, YTL Corp group’s strategy is to propose to the government an alternative HSR model with a potential 30% reduction in the total original construction (civil works) cost of RM45bil.

KUALA LUMPUR: CGS-CIMB Equities Research is cautiously optimistic on YTL Corp’s strategy of making a comeback in the KL-Singapore high-speed rail (HSR) space ahead of the May 2020 deadline of the HSR’s review period.

Ytl also holds more 50% stake in ytlreits, ytl should rebound :)

1QFY20 within expectations
1QFY20 core net profit was in-line. Though at 22%/23% of our/consensus’ full-year estimates, we expect seasonally stronger 2Q and 3Q from its Australian hotels. Our earnings estimates and DDM-TP of MYR1.50 are intact (Ke: 8.6%). YTLREIT remains our top BUY pick for the sector, based on its resilient earnings from master lease assets and strong pipeline of hospitality properties from its parent. CY20E net DPU yield is a decent 5.9%.

Good news just released


On the HSR, YTL Corp group’s strategy is to propose to the government an alternative HSR model with a potential 30% reduction in the total original construction (civil works) cost of RM45bil.

KUALA LUMPUR: CGS-CIMB Equities Research is cautiously optimistic on YTL Corp’s strategy of making a comeback in the KL-Singapore high-speed rail (HSR) space ahead of the May 2020 deadline of the HSR’s review period.

In its report issued on Wednesday, it said YTL aims to leverage on its ERL (construction, concession and funding) track record should HSR’s tender rounds emerge in 2H20F (best-case scenario).

CGS-CIMB Research raised its target price to RM1.04 from 99 sen (lower 30% RNAV discount) to reflect the recovery of HSR newsflow in 2Q20 but maintain Hold ahead of actual HSR outcome in May.

The key takeaway from YTL Corp’s small group meetings during the research house's recent Malaysia Corporate Day was that it was turning more upbeat on its infrastructure outlook.

The company sees the tail-end of the HSR review period as an opportunity to re-propose to the government a cheaper HSR alternative.

YTL Corp expects stronger earnings contributions from the ongoing Gemas-JB electrified rail double tracking (ERDT) project in the coming quarters.

As for Malayan Cement (77%-owned by YTL Corp), the company targets an earnings turnaround for Malayan Cement within the next 12 to 18 months, driven by cost synergies, recovery in demand and higher ASPs.

On the HSR, the group’s strategy is to propose to the government an alternative HSR model with a potential 30% reduction in the total original construction (civil works) cost of RM45bil.

The group believes its track record in the Express Rail Link (ERL) construction (plus concession ownership) and the ongoing Gemas-JB ERDT should give it an edge.

"At this juncture, we are cautiously optimistic on YTL reviving its sizeable exposure on the HSR project given the highly competitive tender environment. Other risks include a substantial foreign turnkey contractor’s participation, similar to the East Coast Rail Link (ECRL) project," it said.

For Malayan Cement (77%-owned by YTL Corp), the group remains committed to turning the company around within the nextwithin the next 12 to 18 months.

This will be done in stages, with cost cutting and optimisation initiatives being the first priority, and lowering Malayan Cement’s average cost of RM200/tonne to YTL Cement’s RM160 a tonne average.

The group thinks that further upside from the current average RM200 to RM230/tonne (ex-rebates) would hinge on the delayed cement intensive phase of the ECRL.

"At this juncture we expect limited share price upside potential given the absence of new leads from the government on the HSR project, pending the May 2020 deadline.

"Maintain Hold but raise TP on a narrower RNAV discount of 30% (40% before) on the likelihood of a recovery in HSR newsflow in 2Q20. HSR award is a key upside risk. Downside risk is weaker earnings from other divisions and prolonged losses for Malayan Cement," CGS-CIMB Research said.

:)

Recent Prices
Date Open Range Close Change Volume
14/01/2020 0.995 0.98 - 1.00 0.99 -0.01 (1.00%) 3,001,900
13/01/2020 0.985 0.975 - 1.00 1.00 +0.015 (1.52%) 3,469,600
10/01/2020 1.01 0.975 - 1.01 0.985 -0.025 (2.48%) 14,337,500
09/01/2020 0.95 0.94 - 1.01 1.01 +0.065 (6.88%) 11,927,800
08/01/2020 0.925 0.92 - 0.945 0.945 +0.005 (0.53%) 4,307,500
07/01/2020 0.97 0.925 - 0.975 0.94 -0.035 (3.59%) 12,465,300
06/01/2020 1.00 0.965 - 1.00 0.975 -0.035 (3.47%) 7,188,600
03/01/2020 1.03 0.995 - 1.03 1.01 -0.02 (1.94%) 7,565,400
02/01/2020 0.98 0.975 - 1.04 1.03 +0.05 (5.10%) 11,219,400
31/12/2019 0.95 0.95 - 0.99 0.98 +0.03 (3.16%) 22,873,000

buyback continues :p

14-Jan-2020 Insider YTL CORP BHD buyback 500,000 shares from 0.990 to 0.990 on 14-Jan-2020.
14-Jan-2020 Insider YTL CORP BHD buyback 2,000,000 shares from 0.925 to 1.010 on 06-Jan-2020 - 10-Jan-2020.
13-Jan-2020 Insider YTL CORP BHD buyback 500,000 shares from 1.000 to 1.000 on 13-Jan-2020.
10-Jan-2020 Insider YTL CORP BHD buyback 483,000 shares from 0.975 to 0.985 on 10-Jan-2020.
09-Jan-2020 Insider YTL CORP BHD buyback 227,000 shares from 0.950 to 1.010 on 09-Jan-2020.

consider good performance today. overall market was in red. mynews has risen 1sen, closed at 94.5sen.

if overall market is green tomorrow, stronger rebound :)

Price Target
Date Open Price Target Price Upside/Downside Price Call Source
26/12/2019 0.735 0.95 +0.215 (29.25%) BUY AffinHwang

AMANAHRAYA TRUSTEES BERHAD-AMANAH SAHAM BUMIPUTERA 10-Jan-2020 Disposed 188,300 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 09-Jan-2020 Acquired 500,000 0.000 View Detail
AMANAHRAYA TRUSTEES BERHAD-AMANAH SAHAM BUMIPUTERA 09-Jan-2020 Disposed 3,638,400 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 07-Jan-2020 Acquired 500,000 0.000 View Detail
AMANAHRAYA TRUSTEES BERHAD-AMANAH SAHAM BUMIPUTERA 07-Jan-2020 Acquired 7,915,500 0.000 View Detail
AMANAHRAYA TRUSTEES BERHAD-AMANAH SAHAM BUMIPUTERA 07-Jan-2020 Disposed 1,251,600 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 06-Jan-2020 Acquired 1,000,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 06-Jan-2020 Disposed 421,663 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 03-Jan-2020 Acquired 1,000,000 0.000 View Detail
AMANAHRAYA TRUSTEES BERHAD-AMANAH SAHAM BUMIPUTERA 03-Jan-2020 Disposed 2,591,438 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 28-Nov-2019 Disposed 305,000 0.000 View Detail
AMANAHRAYA TRUSTEES BERHAD-AMANAH SAHAM BUMIPUTERA 20-Nov-2019 Notice of Interest 387,321,623 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 07-Nov-2019 Acquired 2,709,298 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 24-Oct-2019 Acquired 739,979 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 18-Oct-2019 Acquired 3,016,175 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 14-Oct-2019 Disposed 4,316,175 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 11-Oct-2019 Disposed 1,409,298 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 09-Oct-2019 Disposed 500,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 08-Oct-2019 Acquired 9,800,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 07-Oct-2019 Disposed 197,668 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 01-Oct-2019 Notice of Interest 1,853,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 19-Sep-2019 Notice of Person Ceasing 6,575,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 18-Sep-2019 Disposed 1,500,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 17-Sep-2019 Disposed 560,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 10-Sep-2019 Disposed 2,000,000 0.000 View Detail

03-Sep-2019 03-Sep-2019 Buyback 1,000 0.745 0.745 View Detail
03-Sep-2019 03-Sep-2019 Buyback 1,000 0.745 0.745 View Detail
05-Mar-2019 05-Mar-2019 Buyback 1,000 0.865 0.865 View Detail
05-Mar-2019 05-Mar-2019 Buyback 1,000 0.865 0.865 View Detail
30-Aug-2018 30-Aug-2018 Buyback 1,752,000 1.130 1.170 View Detail
30-Aug-2018 30-Aug-2018 Buyback 1,752,000 1.130 1.170 View Detail
17-Aug-2018 17-Aug-2018 Buyback 6,500,000 1.220 1.230 View Detail
16-Aug-2018 16-Aug-2018 Buyback 6,548,000 1.190 1.200 View Detail
15-Aug-2018 15-Aug-2018 Buyback 5,000,000 1.200 1.210 View Detail
14-Aug-2018 14-Aug-2018 Buyback 8,600,000 1.190 1.200 View Detail
13-Aug-2018 17-Aug-2018 Buyback 28,608,700 1.180 1.230 View Detail
13-Aug-2018 13-Aug-2018 Buyback 1,960,700 1.180 1.190 View Detail
10-Aug-2018 10-Aug-2018 Buyback 2,000,000 1.200 1.200 View Detail
08-Aug-2018 10-Aug-2018 Buyback 10,085,300 1.200 1.230 View Detail
08-Aug-2018 08-Aug-2018 Buyback 8,085,300 1.210 1.230 View Detail
03-Aug-2018 03-Aug-2018 Buyback 9,291,000 1.220 1.240 View Detail
02-Aug-2018 02-Aug-2018 Buyback 8,252,600 1.190 1.220 View Detail
01-Aug-2018 01-Aug-2018 Buyback 8,427,000 1.180 1.210 View Detail
31-Jul-2018 31-Jul-2018 Buyback 5,000,000 1.220 1.240 View Detail
30-Jul-2018 03-Aug-2018 Buyback 33,970,600 1.180 1.240 View Detail
30-Jul-2018 30-Jul-2018 Buyback 3,000,000 1.220 1.220 View Detail
27-Jul-2018 27-Jul-2018 Buyback 4,000,000 1.230 1.230 View Detail
26-Jul-2018 26-Jul-2018 Buyback 3,000,000 1.220 1.220 View Detail
24-Jul-2018 24-Jul-2018 Buyback 9,006,000 1.230 1.270 View Detail
23-Jul-2018 27-Jul-2018 Buyback 20,417,000 1.210 1.270 View Detail

DATO YEOH SEOK HONG 31-Dec-2019 Acquired 1,000,000 - View Detail
DATO YEOH SEOK HONG 30-Dec-2019 Acquired 1,000,000 - View Detail
DATO YEOH SEOK HONG 27-Dec-2019 Acquired 3,000,000 - View Detail
DATO YEOH SEOK HONG 26-Dec-2019 Acquired 735,900 - View Detail
DATO YEOH SEOK HONG 24-Dec-2019 Acquired 1,700,000 - View Detail
DATO YEOH SEOK HONG 23-Dec-2019 Acquired 3,000,000 - View Detail
DATO YEOH SEOK HONG 20-Dec-2019 Acquired 2,500,000 - View Detail
DATO YEOH SEOK HONG 19-Dec-2019 Acquired 2,267,600 - View Detail
DATO YEOH SEOK HONG 18-Dec-2019 Acquired 1,879,500 - View Detail
DATO YEOH SEOK HONG 17-Dec-2019 Acquired 2,000,000 - View Detail
DATO YEOH SEOK HONG 16-Dec-2019 Acquired 2,000,000 - View Detail
DATO' YEOH SEOK KIAN 13-Dec-2019 Acquired 200,000 - View Detail
DATO YEOH SEOK HONG 13-Dec-2019 Acquired 2,000,000 - View Detail
DATO' YEOH SEOK KIAN 25-Sep-2019 Acquired 100,000 - View Detail
DATO' YEOH SEOK KIAN 18-Sep-2019 Acquired 200,000 - View Detail
DATO' YEOH SEOK KIAN 18-Sep-2019 Acquired 106,800 - View Detail
DATO' YEOH SEOK KIAN 17-Sep-2019 Acquired 200,000 - View Detail
DATO' YEOH SEOK KIAN 17-Sep-2019 Acquired 93,200 - View Detail
DATO' YEOH SEOK KIAN 12-Sep-2019 Acquired 300,000 - View Detail
DATO' YEOH SEOK KIAN 12-Sep-2019 Acquired 200,000 - View Detail
DATO SRI MICHAEL YEOH SOCK SIONG 07-Mar-2019 Transferred 14,336,235 - View Detail
DATO SRI MICHAEL YEOH SOCK SIONG 01-Mar-2019 Acquired 14,336,235 - View Detail
DATO SRI MICHAEL YEOH SOCK SIONG 01-Mar-2019 Disposed 14,336,235 - View Detail
DATO' YEOH SEOK HONG 28-Feb-2019 Transferred 72,000 - View Detail
DATO' YEOH SEOK HONG 28-Feb-2019 Transferred 18,000 - View Detail

plenty of potentials in gold investing nowadays.

tomei should launch more gold investment products with lower spread like the bank. If possible, develop an app for investing in gold

net assets per share RM1.53 @ 30 Sept 2019, just liquidate the company, get back more than 3 times based on the current price, greatly undervalued

expecting a good quarterly result next month :) directors had bought in advance

MR NG YIH CHEN 24-Dec-2019 Acquired 9,000 0.460 View Detail
MR NG YIH CHEN 24-Dec-2019 Acquired 7,000 0.460 View Detail
DATUK NG YIH PYNG 09-Dec-2019 Acquired 15,000 0.433 View Detail
MADAM NG SHEAU CHYN 09-Dec-2019 Acquired 15,000 0.433 View Detail
MADAM NG SHEAU YUEN 09-Dec-2019 Acquired 15,000 0.433 View Detail
MR NG YIH CHEN 09-Dec-2019 Acquired 15,000 0.433 View Detail
TAN SRI DATUK DR NG TECK FONG 09-Dec-2019 Acquired 15,000 0.433 View Detail
DATUK NG YIH PYNG 05-Dec-2019 Acquired 5,000 0.440 View Detail
MADAM NG SHEAU CHYN 05-Dec-2019 Acquired 5,000 0.440 View Detail
MADAM NG SHEAU YUEN 05-Dec-2019 Acquired 5,000 0.440 View Detail
MR NG YIH CHEN 05-Dec-2019 Acquired 5,000 0.440 View Detail
TAN SRI DATUK DR NG TECK FONG 05-Dec-2019 Acquired 5,000 0.440 View Detail
DATUK NG YIH PYNG 29-Nov-2019 Acquired 10,000 0.440 View Detail
MADAM NG SHEAU CHYN 29-Nov-2019 Acquired 10,000 0.440 View Detail
MADAM NG SHEAU YUEN 29-Nov-2019 Acquired 10,000 0.440 View Detail
MR NG YIH CHEN 29-Nov-2019 Acquired 10,000 0.440 View Detail
TAN SRI DATUK DR NG TECK FONG 29-Nov-2019 Acquired 10,000 0.440 View Detail
TAN SRI DATUK DR NG TECK FONG 21-Nov-2019 Acquired 30,000 0.440 View Detail
MR NG YIH CHEN 19-Nov-2019 Acquired 18,000 0.435 View Detail
MR NG YIH CHEN 19-Nov-2019 Acquired 16,000 0.435 View Detail
MR LAU TIANG HUA 01-Mar-2019 Acquired 269,000 0.420 View Detail
MR NG YIH CHEN 26-Sep-2017 Disposed 50,000 0.914 View Detail
MR NG YIH CHEN 25-Sep-2017 Disposed 50,000 0.905 View Detail
NG SHEAU CHYN 15-Sep-2017 Disposed 80,000 0.974 View Detail
DATIN CHOONG CHOW MOOI 03-Mar-2015 Acquired 2,000,000 0.580

uncertainty... invest in gold related stocks seem good too :) good entry price today


Recent Prices
Date Open Range Close Change Volume
13/01/2020 0.49 0.475 - 0.505 0.475 -0.015 (3.06%) 1,111,200
10/01/2020 0.505 0.485 - 0.505 0.49 -0.01 (2.00%) 1,673,500
09/01/2020 0.60 0.495 - 0.60 0.50 -0.095 (15.97%) 7,417,200
08/01/2020 0.49 0.49 - 0.60 0.595 +0.125 (26.60%) 8,267,400
07/01/2020 0.475 0.47 - 0.48 0.47 -0.005 (1.05%) 36,000
06/01/2020 0.485 0.47 - 0.485 0.475 +0.015 (3.26%) 236,100
03/01/2020 0.46 0.46 - 0.46 0.46 0.00 (0.00%) 15,000
02/01/2020 0.445 0.445 - 0.46 0.46 +0.015 (3.37%) 10,100
31/12/2019 0.445 0.445 - 0.445 0.445 0.00 (0.00%) 0
30/12/2019 0.45 0.445 - 0.45 0.445 -0.015 (3.26%) 20,000
27/12/2019 0.46 0.46 - 0.46 0.46 0.00 (0.00%) 0
26/12/2019 0.46 0.46 - 0.46 0.46 0.00 (0.00%) 0
24/12/2019 0.46 0.46 - 0.46 0.46 +0.01 (2.22%) 25,000
23/12/2019 0.45 0.45 - 0.45 0.45 -0.01 (2.17%) 9,000
20/12/2019 0.46 0.46 - 0.46 0.46 0.00 (0.00%) 0
19/12/2019 0.46 0.46 - 0.46 0.46 -0.005 (1.08%) 10,000
18/12/2019 0.465 0.465 - 0.465 0.465 -0.015 (3.12%) 8,000
17/12/2019 0.48 0.48 - 0.48 0.48 +0.02 (4.35%) 1,000

ytl is smart, focus on UK, Indonesia, Japan and Singapore more nowadays , wont be affected much due to the domestic economy

sebelum madey suggested, ytl dah explored, etc :)

YTL sees rail opportunities in U.K.

YTL Corp Bhd developed the Express Rail Link, which operates the KLIA Ekspres and KLIA Transit services from Kuala Lumpur International Airport (KLIA & klia2) and the city.
By Sharen Kaur - November 21, 2019 @ 5:25pm
KUALA LUMPUR: YTL Corp Bhd, the biggest Malaysian investor in the United Kingdom, plans to foray into the state's rail industry, said executive chairman Tan Sri Francis Yeoh.

Yeoh said the rail sector in the UK is a growing industry and offers a bright future for companies looking for opportunities.

It was reported that the UK rail system contributes £36 billion to the UK economy annually.

Research from Oxford Economics published by the Railway Industry Association (RIA) last year showed that the sector contributed more to the UK than food and beverage, tobacco manufacturing, and the chemical and pharmaceutical industries.

Yeoh told the New Straits Times in an interview that YTL was keen to tap investment opportunities in the rail sector there.

But the plan would not be immediate as it wanted to focus on constructing new transport infrastructure for its flagship property development project Brabazon, he added.

YTL Developments UK, a wholly-owned subsidiary of YTL group, is developing Brabazon, a mixed development located at the former Filton airfield in Bristol.

The gross development cost for Brabazon is over £2 billion and will contain 2,675 homes and 25ha employment space, among others.

Yeoh, who recently was awarded the honorary British award of Knight Commander of The Most Excellent Order of the British Empire (KBE), said YTL Developments would invest over £100 million to develop the infrastructure comprising a new MetroBus, railway station and integrated cycle routes to connect Brabazon to neighbouring and existing networks.

“It's a small project. We are familiar with railway development but we want to experience developing the connectivity between rail and bus with Brabazon and then open our opportunities to look at regulated assets in the rail side in the UK.

“We plan to build a railway station and some railway facilities for people to get to the development. All the bicycle tracks and rails are improvement for Bristol. This will cut down a lot of cars on the road," said Yeoh.

Construction for the transport infrastructure may start next year, said Yeoh, who was conferred the knighthood in October by Queen Elizabeth II for his contribution in strengthening UK-Malaysia bilateral relations.

"Rail development is one of the toughest businesses but we have the expertise as we developed the Express Rail Link (ERL) in Malaysia. But building a large scale rail project is different. We have not gone into that field but we will experience it with this small project in Bristol," said Yeoh.

The ERL operates the KLIA Ekspres and KLIA Transit services that connect Kuala Lumpur International Airport (KLIA and klia2) and the city.

The services were launched in 2002. The non-stop 57-km journey on KLIA Ekspres between KL Sentral and KLIA takes only 28 minutes.

ERL recorded 50 million passengers in 2014, 60 million in 2015, and 75 million in 2016.

It received 95 million passengers last year and welcomed its 100 millionth passenger on July 25 this year.

ERL's on-time performance record is 99.7 per cent with 137 trips daily on non-stop express service, and 100 trips daily on transit service.

"ERL has more than 100 million passengers, currently. It is now attracting around 10 million passengers a year and taking five million cars/bikes of carbon dioxide off the road. It's a great milestone for YTL and this is something we may want to replicate in the UK," said Yeoh.

ytl can do so :)

Expand overseas, PM tells companies in railway sector
January 13, 2020News, Photo Gallery
SERENDAH, Jan 13 — Prime Minister Tun Dr Mahathir Mohamad has urged railway companies to export their expertise abroad and look for businesses to better serve the country.

He said the government believes in exporting not only raw materials but also finished goods and expertise.

“We made the decision for an electrified double-track railway because trains previously could not move at high speed as we had only one line. Now we have two lines and I think in ASEAN, Malaysia is the only one that has electrified the rail line. But it is costly, so we’ll have to do it part by part,” he told reporters during his visit to Dhaya Maju Infrastructure (Asia) Sdn Bhd’s (DMIA) Serendah railyard today.


Dhaya Maju LTAT Sdn Bhd, a joint venture between DMIA and the Armed Forces Fund Board, is the contractor for the RM4.475 billion Klang Valley Double Track 2 (KVDT2) rehabilitation project.

Dhaya Maju is also the contractor for the RM1.41 billion KVDT1, which involves upgrading the Rawang-Salak Selatan and Sentul-Simpang Batu lines. As at June 30, 80.3 per cent of KVDT1 had been completed, with the project slated to be delivered next year, a slight delay from its earlier target.

The Pakatan Harapan (PH) government re-negotiated that contract and brought the cost down by 15 per cent to the current price of RM4.475 billion compared with the original RM5.26 billion.

Asked if he was satisfied with the cost saving on the project, he replied: “If we save money but have to import (expertise) from others, there is no use. We need to learn. If we want to learn, we need to pay the cost.

“Initially, it may not be good; but over time, we (local firms) will improve and achieve the same standard as those in developed countries.”

Dr Mahathir also acknowledged Malaysian companies’ efforts in improving their skills in the industry.

major share buyback before CNY is expected :)

riding on share buyback :)

13-Jan-2020 13-Jan-2020 Buyback 500,000 1.000 1.000 View Detail
10-Jan-2020 10-Jan-2020 Buyback 483,000 0.975 0.985 View Detail
09-Jan-2020 09-Jan-2020 Buyback 227,000 0.950 1.010 View Detail
08-Jan-2020 08-Jan-2020 Buyback 290,000 0.925 0.945 View Detail
07-Jan-2020 07-Jan-2020 Buyback 960,000 0.930 0.970 View Detail
06-Jan-2020 06-Jan-2020 Buyback 40,000 0.970 0.975 View Detail
03-Jan-2020 03-Jan-2020 Buyback 190,000 0.995 1.030 View Detail
02-Jan-2020 02-Jan-2020 Buyback 68,100 0.985 1.040 View Detail
31-Dec-2019 31-Dec-2019 Buyback 11,380,000 0.950 0.990 View Detail
30-Dec-2019 03-Jan-2020 Buyback 16,008,100 0.905 1.040 View Detail
30-Dec-2019 30-Dec-2019 Buyback 4,370,000 0.905 0.950 View Detail
27-Dec-2019 27-Dec-2019 Buyback 187,900 0.885 0.895 View Detail
26-Dec-2019 26-Dec-2019 Buyback 3,204,000 0.845 0.875 View Detail
24-Dec-2019 24-Dec-2019 Buyback 3,600,000 0.830 0.850 View Detail
23-Dec-2019 27-Dec-2019 Buyback 8,991,900 0.830 0.895 View Detail
23-Dec-2019 23-Dec-2019 Buyback 2,000,000 0.835 0.840 View Detail
05-Mar-2019 05-Mar-2019 Buyback 1,000 1.030 1.030 View Detail
05-Mar-2019 05-Mar-2019 Buyback 1,000 1.030 1.030 View Detail
30-Aug-2018 30-Aug-2018 Buyback 6,665,600 1.250 1.330 View Detail
30-Aug-2018 30-Aug-2018 Buyback 6,665,600 1.250 1.330 View Detail
03-Aug-2018 03-Aug-2018 Buyback 2,000,000 1.350 1.350 View Detail
02-Aug-2018 02-Aug-2018 Buyback 3,000,000 1.360 1.360 View Detail
01-Aug-2018 01-Aug-2018 Buyback 3,438,000 1.330 1.350 View Detail
31-Jul-2018 31-Jul-2018 Buyback 2,448,000 1.340 1.340 View Detail
30-Jul-2018 03-Aug-2018 Buyback 13,886,000 1.310 1.360

The price was pressed down till yesterday but today released an article in the edge Pula :)

https://www.theedgemarkets.com/article/mynews-expected-focus-growing-customer-reach-rte-segment

A lot of long term institutional investors, retailers Yang mau lari sudah lari semalam :)

Supermax Corp Bhd

Despite being one of our top picks for its attractive valuation among its peers in the rubber glove industry, Supermax’s share price continued to decline over the past year.

Still, the counter’s valuation appears to remain unjustified when compared with its peers. A quick check on its PER (trailing 12 months) shows that Supermax stood at 16.43 times, while Hartalega Holdings Bhd has a PER of 43.7 times, Top Glove Corp Bhd and Kossan Rubber Industries Bhd has PER of 33.3 times and 27.6 times respectively.



With eight research houses covering the stock, seven of them have “buy” calls and one with a “neutral” recommendation. According to Bloomberg data, it has a consensus TP of RM1.77, which presents a 27% upside to the stock.

Supermax share price fell some 18.3% YTD to RM1.40 yesterday, from RM1.70 end-2018. This brings its market capitalisation to RM1.81 billion.

Supermax chairman Albert Cheok told reporters after its annual general meeting in November that the company is optimistic about doing well this year despite global headwinds and their impact on selling prices, albeit the fall in net profit for its first quarter ended Sept 30, 2019.

Cheok said the drop in the group’s 1Q net profit is not indicative of the group’s performance this year, but was because of lower average selling prices and higher production costs.

Supermax saw a 31% fall in 1Q net profit to RM24.75 million, from RM35.94 million in the same period last year, while revenue grew to RM369.94 million from RM367.05 million, on global sales of the group’s natural rubber and nitrile rubber gloves.

SUPERMX Shareholding Changes
Date of change Shares Director/
Substantial Shareholder
08 Jan 2020 Other
1,153 Mr Albert Saychuan Cheok
08 Jan 2020 Other
6,000 Mr Tan Chee Keong
08 Jan 2020 Other
1,846 Dr Rashid Bin Bakar
08 Jan 2020 Other
1,015,384 Datin Seri Tan Bee Geok
08 Jan 2020 Other
2,151,257 Datin Seri Tan Bee Geok
08 Jan 2020 Other
4,278,013 Datin Seri Tan Bee Geok
08 Jan 2020 Other
73,107 Dato' Ting Heng Peng
08 Jan 2020 Other
40,769 Dato' Ting Heng Peng
08 Jan 2020 Other
16,030 Dato' Ting Heng Peng
08 Jan 2020 Other
94,414 Mr Gong Wooi Teik

SUPERMX Dividend History
FY Ex
Date Pay
Date Type Div
(Cent) Details
Jun19 18 Mar 2019 18 Apr 2019 Interim 1.50 Malaysia Stock - Dividend
Jun18 28 Nov 2018 18 Dec 2018 Final 2.00 Malaysia Stock - Dividend
Jun18 11 Jun 2018 28 Jun 2018 Interim 3.00 Malaysia Stock - Dividend
Jun18 13 Mar 2018 28 Mar 2018 Interim 3.00 Malaysia Stock - Dividend
Jun17 28 Nov 2017 18 Dec 2017 Final 3.00 Malaysia Stock - Dividend
Jun17 05 Jul 2017 28 Jul 2017 Interim 2.50 Malaysia Stock - Dividend
Jun16 24 Nov 2016 19 Dec 2016 Final 2.00 Malaysia Stock - Dividend
Jun16 24 Jun 2016 18 Jul 2016 Interim 2.00 Malaysia Stock - Dividend

SUPERMX Quarter Report History
FY No. Rev PBT PAT EPS Trend
Jun20 1 369,941 32,443 24,747 1.89 Malaysia Stock - KLSE Quarter Report History 31%
Jun19 4 375,964 16,198 15,059 1.15 Malaysia Stock - KLSE Quarter Report History 53%
Jun19 3 361,199 49,416 34,617 2.64 Malaysia Stock - KLSE Quarter Report History 4%
Jun19 2 385,101 54,317 38,136 5.82 Malaysia Stock - KLSE Quarter Report History 6%
Jun19 1 367,052 52,676 35,942 5.48 Malaysia Stock - KLSE Quarter Report History 29%
Jun18 4 329,456 23,444 9,841 1.49 Malaysia Stock - KLSE Quarter Report History 18%
Jun18 3 327,069 45,454 33,376 5.06 Malaysia Stock - KLSE Quarter Report History 69%
Jun18 2 335,914 57,634 35,903 5.42 Malaysia Stock - KLSE Quarter Report History 59%