Fantastic slogan :)

BUILDING THE RIGHT THING
The Journey Continues.

Our work stands the test of time by
turning the right opportunity into
the right thing and the right thing
into lasting value. YTL is about
building value that is not simply
lasting, but is worthy of lasting.

A dividend stock in Malaysia for 35 years nonstop. Syabas!

YTL Corporation Berhad (“YTL Corp”) and
its subsidiaries (“Group”) recorded higher
revenue of RM18.05 billion for the financial
year ended 30 June 2019 compared to
RM15.89 billion last year, whilst profit
before tax stood at RM1.04 billion for the
financial year under review compared to
RM1.34 billion last year.
YTL Corp declared an interim cash dividend
of 4.0 sen per ordinary share for the
financial year ended 30 June 2019,
r e p r e s e n t i n g a d i v i d e n d y i e l d o f
approximately 3.5%, based on the average
share price during the financial year of
RM1.15 per share. YTL Corp has a consistent
dividend track record and has declared
dividends to shareholders for 35 consecutive
years since listing on the Kuala Lumpur
stock exchange in 1985.
The Malaysian economy recorded lower
gross domestic product (GDP) growth of
4.7% for the 2018 calendar year compared
to 5.9% in 2017, impacted by external and
domestic challenges during the year. The
economy registered GDP growth of 4.5%
in the first quarter and 4.9% in the second
quarter of 2019, supported by robust
expansion in domestic demand. Meanwhile,
in other major economies in which the Group
operates, the United Kingdom (UK) registered
growth of approximately 1.4% during 2018,
with the first and second quarters of the
2019 calendar year registering an estimated
growth of 0.5% and negative 0.2%,
respectively. Singapore’s economy showed
growth of 3.2% in 2018, with growth of
approximately 1.1% and 0.1% respectively
in the first and second quarters of the 2019
calendar year (sources: Ministry of Finance
Malaysia, Bank Negara Malaysia, Singapore
Ministry of Trade & Industry, UK Office for National
Statistics updates & reports).

YTL is a growth story, in 2018, quarterly revenue was averaged RM3+ to 4bil+, the recent two quarters exceeded RM5bil++.

YTL is growing tremendously even during this turbulent time.

Strongly believe that it would rebound in stages from now after successfully taken ytl prop private and acquired the majority stake in Lafarge and made it a subsidiary. :)

If all YTL assets overseas revalued based on net realisable or market values, net assets per share of YTL is not RM1.23 and it could double or triple :)

the valie of RM has tumbled a lot in the past few years :)

YTL has many assets in UK, if just let go one like IGB, all time high again easily.

IGB plans to sell stake in UK-based JV firm for RM1.27b
Arjuna Chandran Shankar
/
theedgemarkets.com

December 03, 2019 20:09 pm +08

-A+A
KUALA LUMPUR (Dec 3): IGB Bhd, together with its partner Tower Ray Ltd, plans to sell their 50-50-owned UK-based Black Pearl Ltd, which owns a plot of freehold London land, for £235 million or RM1.27 billion.

IGB said in a bourse filing today that its 50% stake in Black Pearl is held under IGB's wholly-owned Verokey Sdn Bhd. “Verokey and Tower Ray, each hold a 50% stake in Black Pearl Limited (Black Pearl), which owns the freehold title to the land known as 18 Blackfriars Road, SE1, London (Property),” the group said.

Verokey and Tower Ray inked a non-binding heads of terms agreement today with Hero Inc Ltd, Staycity Ltd and BSW Land and Property Ltd, who want to buy their entire stakes in Black Pearl.

The proposed purchase consideration is equal to Black Pearl’s net asset value, calculated on the basis of a valuation of the property, IGB said. The group, however, did not specify as to how the proposed consideration would be satisfied.

"The heads of terms set out the understanding and intention of the Vendors and Purchasers (collectively, the Parties) in respect of the proposed transaction. The Heads of Terms are subject to inter-alia, satisfactory outcome of due diligence being conducted on the property and the proposed transaction. The heads of terms provide for exclusivity for the purchasers until Feb 7, 2020," IGB said.

“Full announcement of the proposed transaction will be made in the event that the parties execute a sale and purchase agreement which shall constitute the definitive documentation, providing the details in respect of the matters broadly set out in the heads of terms,” the group added.

In Black Pearl's planning application to the Greater London Authority that was submitted in April last year, it was planning to build six buildings ranging from five to 53-storey each, on the site that measures 0.80 hectares (ha) in total.

This redevelopment will include an office space, a 548-room hotel, 288 residential units, a flexible retail component, a restaurant, a music venue, and car parks, among others. The architect for the redevelopment was listed as Wilkinson Eyre.

Meanwhile, in London City Hall's website, Black Pearl is also listed as developing a 16-storey student accommodation on 18 Blackfriars Road that will have 13,500 square metres (sq m) of accommodation space, 200 sq m of student amenity space, and 250 sq m of flexible commercial floorspace.

IGB's shares closed at its all-time high of RM3.40 today — which valued the group at some RM2.35 billion — after jumping 15 sen or 4.62%, making it the sixth highest gainer on Bursa Malaysia. Earlier today, it touched RM3.55. Volume-wise, it saw 196,300 shares done.

52 week low, buy and hold till 2020, ROI at least 20% :)

YTL Corp to inject UK properties worth over RM1b to YTL REIT next year


By Sharen Kaur - October 7, 2019 @ 11:52am
LONDON: YTL Corp Bhd is preparing to inject its UK properties, estimated to worth over RM1 billion, into its global hospitality real estate investment trusts (YTL Reit) next year.

The group, through YTL Hotels & Properties Sdn Bhd, owns and operates five luxury hotels across United Kingdom.

They are The Academy Hotel in Bloomsbury district, Threadneedles Hotel in London, Monkey Island Estate in the village of Bray, Berkshire on the River Thames, Gainsborough Bath Spa in Bath and the Glasshouse hotel in Edinburgh, Scotland.

YTL Corp executive director Datuk Mark Yeoh said all the five hotels are performing well in terms of occupancy and revenue.

“The hotel business has been very robust since we acquired the properties. All the numbers are very positive. The yields are good, giving us over six per cent per annum. We continuously aim for higher numbers,” Yeoh told the New Straits Times in an exclusive interview here.

Yeoh, who is also executive director for YTL Hotels, added that the group had invested circa about 100 million pounds to acquire and refurbish the properties in the last three to four years.

He said YTL had a global mandate to grow the YTL Reit business and it had been expanding steadily over the years.

YTL Reit, listed in 2005, had a market capitalisation of about RM2.28 billion as at October 3 thisyear, with a wide portfolio of prime hotel properties valued around RM5 billion.

The hospitality assets range from business to luxury hotels and are spread across a range of unique locations worldwide.

In Malaysia, these include the JW Marriott Hotel Kuala Lumpur, The Majestic Hotel Kuala Lumpur, The Ritz-Carlton, Kuala Lumpur (Hotel and Suite wings), the Pangkor Laut, Tanjong Jara and Cameron Highlands resorts and the Vistana chain of hotels in Kuala Lumpur, Penang and Kuantan.

The Reit's international portfolio comprises Hilton Niseko Village and The Green Leaf Niseko Village in Japan and the Sydney Harbour, Brisbane and Melbourne Marriott hotels in Australia.

“When we invest in a property, we give it a three to five years horizon. Our properties have to be reitable. We have investors or unit holders who are always with us. They have been long term with us. We have investors dialogue and they are always asking us about expansion.

“We told them when the hotel business matures, and when it gives a lot of yield or yield accretion, we will offer it to the Reit and this is what we are working on doing currently. The numbers are getting there for the London properties,” he said.

YTL Reit’s fourth-quarter net property income (NPI) grew 3.7 per cent year-on-year because of higher master leases, which in turn, was mainly due to the acquisition of The Green Leaf Niseko Village in Japan in September last year.

The NPI increase to RM60.26 million in the fourth financial quarter ended June 30, 2019 (4QFY19) from RM58.11 million a year ago.

Its realised income grew 6.8 per cent to RM35.77 million from RM33.49 million in 4QFY18.

Quarterly revenue increased 1.8 per cent to RM118.67 million from RM116.6 million in 4QFY18.

YTL Reit declared a final income distribution per unit (DPU) of 2.1 sen per unit for the financial year ended June 30, 2019 (FY19). The payout represents 100 per cent of the total distributable income for FY19.

For full FY19, YTL Reit’s NPI increased 1.8 per cent to RM253.28 million versus RM248.83 million the previous year, while revenue fell two per cent to RM490.9 million from RM501 million in FY18.

Its realised income for the year remained flat at RM134.15 million compared with RM134.011 million.

“Our Reit is now giving circa over six per cent so whatever assets we put in they must achieve REIT-accretion. The UK assets are just perfect to grow YTL Reit.

“We are opportunistic investors now. We have a pipeline of assets coming in and we want to constantly give to the Reit. By early 2021 YTL Reit will be bigger than its current size,” said Yeoh.

Ytl power rebounded strongly today, ytl corp should follow asap :)

Board: MAIN
Sector: Utilities
Avg Volume (4 weeks): 2,690,920
4 Weeks Range: 0.825 - 0.915
52 Weeks Range: 0.825 - 1.25
Average Price Target: 0.91
Price Target Upside/Downside: +0.085

Dividend yield = 4sen/83sen X 100%=4.8%+, not bad, better than FD at 2%+ while capital appreciation is available

P/B~83sen/RM1.23=0.67, for a very diversified big cap stock, cheap :)

Ytl power had rebouned From 52 week low at 67sen, now 68.5-89sen. ytl's turn anytime :)

Ada Wang boleh Beli, takda Wang, Jual untuk holiday , bless others

Back to rm1 or above by first half of 2020

Ytl will rebound.. stay cool

80%+ of the shares in institutional investors and directors' hand. Less than 20% for retailers to Jual Beli only :)

Solid long term investors

Analysis of Shareholdings
as at 23 September 2019

THIRTY LARGEST SHAREHOLDERS
(without aggregating securities from different securities accounts belonging to the same person)
Name No. of Shares %
1 Yeoh Tiong Lay & Sons Holdings Sdn Bhd 4,704,491,387 44.16
2 Citigroup Nominees (Tempatan) Sdn Bhd
– Employees Provident Fund Board
622,197,887 5.84
3 HSBC Nominees (Asing) Sdn Bhd
– Credit Suisse (Hong Kong) Limited
490,215,221 4.60
4 RHB Capital Nominees (Tempatan) Sdn Bhd
– Pledged Securities Account for Yeoh Tiong Lay & Sons Holdings Sdn Bhd
460,000,000 4.32
5 Amanahraya Trustees Berhad
– Amanah Saham Bumiputera
284,237,844 2.67
6 Jamaican Gold Limited 261,798,317 2.46
7 Tien Shia International Limited 217,078,398 2.04
8 Orchestral Harmony Limited 196,796,355 1.85
9 Steeloak International Limited 183,087,748 1.72
10 Puan Sri Datin Seri Tan Kai Yong @ Tan Kay Neong 137,552,943 1.29
11 Bara Aktif Sdn Bhd 115,217,861 1.08
12 Tan Sri Dato’ (Dr) Francis Yeoh Sock Ping, CBE, FICE 99,427,095 0.93
13 State Secretary, Pahang 96,591,400 0.91
14 Yeoh Tiong Lay & Sons Holdings Sdn Bhd 93,460,901 0.88
15 HSBC Nominees (Asing) Sdn Bhd
– JPMCB NA for Vanguard Emerging Markets Stock Index Fund
71,210,010 0.67
16 HSBC Nominees (Asing) Sdn Bhd
– JPMCB NA for Vanguard Total International Stock Index Fund
70,269,997 0.66
17 Cartaban Nominees (Asing) Sdn Bhd
– Exempt An for State Street Bank & Trust Company (West CLT OD67)
60,663,850 0.57
18 Citigroup Nominees (Asing) Sdn Bhd
– CBNY for Dimensional Emerging Markets Value Fund
58,704,211 0.55
19 Dato’ Yeoh Seok Kian 56,621,344 0.53
20 Dato’ Yeoh Soo Keng 55,213,386 0.52
21 RHB Capital Nominees (Tempatan) Sdn Bhd
– Pledged Securities Account for Hasil Mayang Sdn Bhd
54,725,584 0.51
22 Citigroup Nominees (Tempatan) Sdn Bhd
– Valuecap Sdn Bhd
53,389,600 0.50
23 Dato’ Yeoh Soo Min 52,833,890 0.50
24 Amanahraya Trustees Berhad
– Amanah Saham Malaysia 2 - Wawasan
50,047,400 0.47
25 Yeoh Tiong Lay & Sons Holdings Sdn Bhd 49,670,371 0.47
26 Citigroup Nominees (Asing) Sdn Bhd
– Exempt an for Citibank New York (Norges Bank 14)
43,474,500 0.41
27 Tan Sri Dato’ (Dr) Francis Yeoh Sock Ping, CBE, FICE 43,234,144 0.41
28 Cartaban Nominees (Tempatan) Sdn Bhd
– Pamb for Prulink Equity Fund
42,464,000 0.40
29 Citigroup Nominees (Asing) Sdn Bhd
– CBNY for Emerging Market Core Equity Portfolio DFA Investment Dimensions Group INC
38,754,317 0.36
30 Maybank Nominees (Tempatan) Sdn Bhd
– Maybank Trustees Berhad for Public Regular Savings Fund (N14011940100)
35,783,232 0.34
Total 8,799,213,193 82.62

Knee jerk reaction, expecting rebound :)

Date Close
03/12/2019 0.83
02/12/2019 0.835
29/11/2019 0.835
28/11/2019 0.85
27/11/2019 0.85
26/11/2019 0.855
25/11/2019 0.89
22/11/2019 0.89
21/11/2019 0.89
20/11/2019 0.895
19/11/2019 0.895
18/11/2019 0.90
15/11/2019 0.89
14/11/2019 0.89
13/11/2019 0.905
12/11/2019 0.90
11/11/2019 0.915
08/11/2019 0.91
07/11/2019 0.91
06/11/2019 0.89

By Sharen Kaur
December 3, 2019 @ 10:56am
sharen@nst.com.my

KUALA LUMPUR: YTL Developments UK will transform the gigantic Brabazon hangars at the former Filton airfield in the north of Bristol into a world class indoor entertainment arena.


The company's director Datuk Yeoh Seok Hong said the arena may generate £1.5 billion into the local economy over 25 years, Yeoh told the New Straits Times during a visit to the former Filton airfield last month.

The planning application had been submitted to Bristol City Council and South Gloucestershire Council in the middle of November.


The iconic Brabazon hangars are housed within a 352m-long and 35m-tall building across 26 acres and they have been a part of Bristol's heritage since the 1940s.

The building has an enclosed volume of some one million cubic metres divided up into three separate but interlinked aircraft hangars.


Built in 1946 for the construction of the Brabazon airliner, the building later became the birthplace of Concorde.

In 2003, the final Concorde to fly travelled from Heathrow to Filton.

Filton airfield closed to commercial flights in December 2012. It was at a standstill until YTL Power International took over the 380-acre site in 2015.

The site will become a new urban community, with over 2,600 homes, creative workplaces and a vibrant town centre set amongst public squares and parks.


Last month, YTL Developments UK submitted its planning application to the Bristol City Council and South Gloucestershire Council.
YTL Developments aims to deliver a “world class venue for Bristol” which could rival London’s O2 and Birmingham’s NEC in terms of restaurants, concessions, clubs and bars.

The plan includes transforming the central hanger, also known as YTL Arena, into a 17,000-seater multi-purpose, flexible and unique arena auditorium, allowing Bristol to host full capacity live music shows, sporting events, family entertainment and comedy shows.

The east hangar will be transformed into 'Festival Hall,' a break-out area for the main arena show which could also be used for trade shows, exhibitions, conventions and other events.

The west hangar, called “The Hub”, will be opened throughout the year offering a place to eat, work and play, with leisure facilities, and space for start-up businesses.

“We’re building much more than just an arena. It is a 365-day entertainment destination inside the iconic Brabazon Hangars that will create new jobs, bring new business to the region and enhance Bristol’s position as a leading European city.

“We'll put Bristol on the world map with this massive entertainment complex," Yeoh said.


YTL Developments UK aims to deliver a “world class venue for Bristol” which could rival London’s O2 and Birmingham’s NEC in terms of restaurants, concessions, clubs and bars.
The site will boast a new train station that will connect to Bristol Temple Meads in less than 15 minutes and a frequently scheduled dedicated bus service to the city centre, he added.

It is estimated that the new entertainment destination will attract more than 1.4 million visitors annually.

:)

YTL Corporation Berhad is an integrated infrastructure developer with extensive operations in countries including Malaysia, the United Kingdom, Singapore, Indonesia, Australia, Japan, Jordan and China and total assets of RM77.3 billion (USD18.5 billion) (as at 30 September 2019). The core businesses of the YTL Group comprise utilities, construction contracting, cement manufacturing, property development and investment, hotel development and management, e-commerce initiatives and internet-based education solutions and services.

YTL Corp is amongst the largest companies listed on Bursa Malaysia Securities Berhad (the Kuala Lumpur stock exchange) and is a component of the FTSE Bursa Malaysia Mid 70 Index. YTL Corp has also had a secondary listing on the Tokyo Stock Exchange since 1996 and was the first non-Japanese Asian company to list on the Tokyo exchange.

YTL Corp, together with its listed entities in Malaysia (YTL Power International Berhad, YTL Hospitality REIT and Malayan Cement Berhad (formerly known as Lafarge Malaysia Berhad)), has a combined market capitalisation of approximately RM19.5 billion (USD4.7 billion) as at 30 November 2019. YTL Corp also has a stake in Singapore-listed Starhill Global REIT, which owns prime retail assets in Singapore, Malaysia, Japan, China and Australia.

The YTL Group is committed to producing world class products and services at competitive prices. This corporate philosophy has enabled the YTL group to build up a growing customer base of more than 12 million customers globally over the last 30 years.

Since 1955, YTL has been in the business of nation building.

Building is at the heart of what we do. From building schools, hospitals, and national infrastructure in Malaysia to providing electricity, water, sewerage and environmental services, cement and building materials, education technology, technology, homes and award-winning hotels and luxury resorts worldwide.

Our work stands the test of time because we turn the right opportunities into the right thing, and the right thing into lasting value. YTL is about building value that is not simply lasting, but worthy of lasting.

Our family values have made us stronger, kept us together, and allowed us to be where we are today with confidence.

Honesty. Hard Work. Moral Responsibility. Togetherness. Vitality.

These core values are the essence of who we are, and defines what we choose to do, the compass that points us to the right thing.

YTL. Building The Right Thing.

Date Close
?
03/12/2019 0.83
02/12/2019 0.835
29/11/2019 0.835
28/11/2019 0.85
27/11/2019 0.85
26/11/2019 0.855
25/11/2019 0.89
22/11/2019 0.89
21/11/2019 0.89
20/11/2019 0.895
19/11/2019 0.895
18/11/2019 0.90
15/11/2019 0.89
14/11/2019 0.89
13/11/2019 0.905
12/11/2019 0.90
11/11/2019 0.915
08/11/2019 0.91
07/11/2019 0.91
06/11/2019 0.89

https://www.nst.com.my/property/2019/09/522563/marriott-bullish-malaysias-prospects

Good4ytl to work with marriot . :)

GROWTH IN ASIA PACIFIC

Meanwhile, Smith said Marriott International is close to achieving its target of opening 1,000 hotels in Asia Pacific by the end of next year.

He said the hotel group has opened 800 hotels to date.

“We have 200 more to go and about half will open in China, about one third in India and the rest in countries like South Korea and Japan. China and India are the biggest growth markets for us in Asia Pacific,” said Smith.

He said the operating hotels in Asia Pacific have an average occupancy of 60-70 per cent.

“There is a saying that it is better to be lucky than good. We are in the lucky part of the world. Every economists you talk to say that the biggest market in the world is still Asia Pacific.

“At the group level, we are growing the fastest in Asia Pacific. The MICE (meetings, incentives, conferences and exhibitions) market is still at an infant stage and we predict the business will grow the fastest in Asia Pacific than anywhere else,” said Smith.

Marriott International, based in Maryland in the United States, encompasses a portfolio of more than 7,000 properties in 30 leading hotel brands and in 132 countries and territories.

Be patient :)

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 View Detail
30-Jul-2018 30-Jul-2018 Buyback 3,000,000 1.310 1.310 View Detail
27-Jul-2018 27-Jul-2018 Buyback 4,000,000 1.300 1.300 View Detail
26-Jul-2018 26-Jul-2018 Buyback 3,000,000 1.310 1.310 View Detail
24-Jul-2018 24-Jul-2018 Buyback 4,000,000 1.320 1.320 View Detail
23-Jul-2018 27-Jul-2018 Buyback 15,000,000 1.300 1.320 View Detail
23-Jul-2018 23-Jul-2018 Buyback 4,000,000 1.310 1.310 View Detail
20-Jul-2018 20-Jul-2018 Buyback 3,500,000 1.290 1.310 View Detail
17-Jul-2018 17-Jul-2018 Buyback 4,500,000 1.320 1.340 View Detail
16-Jul-2018 20-Jul-2018 Buyback 17,963,000 1.290 1.340 View Detail
16-Jul-2018 16-Jul-2018 Buyback 9,963,000 1.300 1.330 View Detail
13-Jul-2018 13-Jul-2018 Buyback 7,912,000 1.220 1.270 View Detail
12-Jul-2018 12-Jul-2018 Buyback 10,969,000 1.170 1.210 View Detail
11-Jul-2018 11-Jul-2018 Buyback 2,000,000 1.150 1.150 View Detail
10-Jul-2018 13-Jul-2018 Buyback 26,972,000 1.150 1.270 View Detail
10-Jul-2018 10-Jul-2018 Buyback 6,091,000 1.160 1.180 View Detail
06-Jul-2018 06-Jul-2018 Buyback 9,000,000 1.140 1.150 View Detail

:)

PUAN SRI DATIN TAN KAI YONG @ TAN KAY NEONG 12-Jul-2019 Acquired 8,646,206 0.000 View Detail
YEOH TIONG LAY & SONS FAMILY HOLDINGS LIMITED 12-Jul-2019 Acquired 8,646,206 0.000 View Detail
YEOH TIONG LAY & SONS HOLDINGS SDN BHD 12-Jul-2019 Acquired 8,646,206 0.000 View Detail
YEOH TIONG LAY & SONS TRUST COMPANY LIMITED 12-Jul-2019 Acquired 8,646,206 0.000 View Detail

further boost to ytl is the revision of water rates this month for its UK water concessionaire :)

resumption of various mega projects to stimulate the construction, cement industry, etc :)

Malaysia, Singapore ink agreement to defer high-speed rail ...


https://www.straitstimes.com/singapore/malaysia-singapore-ink-agreement-to-defer-high...

5/9/2018 · PUTRAJAYA - Malaysia and Singapore have signed an agreement to postpone work on the Kuala Lumpur-Singapore High Speed Rail (HSR) for about two years, up to May 31, 2020. A joint statement released ...

PUTRAJAYA: Singapore and Malaysia have formally agreed to postpone the construction of the KL-Singapore High-Speed Rail until end-May 2020, with Malaysia having to pay Singapore S$15 million for costs incurred in suspending the project.

In a joint statement released on Wednesday (Sep 5), both countries said the HSR express service is now expected to start by Jan 1, 2031, instead of the original commencement date of Dec 31, 2026.

https://www.channelnewsasia.com/news/asia/high-speed-rail-postponed-malaysia-singapore-agreement-10686032

lafarge is expected to turnaround next year also. another + factor

no harm put some in your portfolio.... HSR restarts soon, dateline 2020 :)

Recent Prices
Date Open Range Close Change Volume
03/12/2019 0.835 0.825 - 0.835 0.83 -0.005 (0.60%) 2,056,500
02/12/2019 0.84 0.835 - 0.845 0.835 0.00 (0.00%) 984,600
29/11/2019 0.85 0.835 - 0.85 0.835 -0.015 (1.76%) 4,297,900
28/11/2019 0.85 0.845 - 0.86 0.85 0.00 (0.00%) 3,597,400
27/11/2019 0.845 0.835 - 0.865 0.85 -0.005 (0.58%) 4,224,500
26/11/2019 0.89 0.85 - 0.895 0.855 -0.035 (3.93%) 17,693,800
25/11/2019 0.89 0.88 - 0.895 0.89 0.00 (0.00%) 1,994,400
22/11/2019 0.895 0.89 - 0.90 0.89 0.00 (0.00%) 1,266,700
21/11/2019 0.89 0.89 - 0.90 0.89 -0.005 (0.56%) 1,643,600
20/11/2019 0.895 0.89 - 0.905 0.895 0.00 (0.00%) 1,482,700
19/11/2019 0.90 0.89 - 0.905 0.895 -0.005 (0.56%) 1,298,400
18/11/2019 0.89 0.885 - 0.90 0.90 +0.01 (1.12%) 1,062,100
15/11/2019 0.895 0.89 - 0.895 0.89 0.00 (0.00%) 328,500
14/11/2019 0.905 0.89 - 0.905 0.89 -0.015 (1.66%) 1,433,400
13/11/2019 0.905 0.90 - 0.91 0.905 +0.005 (0.56%) 1,173,300
12/11/2019 0.915 0.90 - 0.915 0.90 -0.015 (1.64%) 762,800
11/11/2019 0.91 0.90 - 0.915 0.915 +0.005 (0.55%) 2,368,700
08/11/2019 0.91 0.90 - 0.91 0.91 0.00 (0.00%) 3,032,900
07/11/2019 0.895 0.89 - 0.91 0.91 +0.02 (2.25%) 1,077,800
06/11/2019 0.91 0.885 - 0.91 0.89 -0.02 (2.20%) 2,038,400

Pays a cash dividend?
PASS


Stock currently undervalued?
PASS

52-week lowest today :p

good entry price today , i guess :)


Recent Prices
Date Open Range Close Change Volume
03/12/2019 1.69 1.67 - 1.69 1.67 -0.02 (1.18%) 4,926,400
02/12/2019 1.70 1.67 - 1.72 1.69 0.00 (0.00%) 8,020,100
29/11/2019 1.72 1.68 - 1.72 1.69 -0.02 (1.17%) 4,904,400
28/11/2019 1.71 1.67 - 1.72 1.71 -0.04 (2.29%) 12,007,400
27/11/2019 1.76 1.71 - 1.79 1.75 -0.01 (0.57%) 5,661,300
26/11/2019 1.77 1.72 - 1.79 1.76 -0.01 (0.56%) 14,420,500
25/11/2019 1.79 1.75 - 1.80 1.77 -0.01 (0.56%) 5,861,000
22/11/2019 1.78 1.76 - 1.79 1.78 0.00 (0.00%) 4,123,300
21/11/2019 1.82 1.77 - 1.82 1.78 -0.04 (2.20%) 6,964,200
20/11/2019 1.85 1.81 - 1.86 1.82 -0.04 (2.15%) 13,001,100
19/11/2019 1.89 1.85 - 1.89 1.86 -0.03 (1.59%) 2,619,700
18/11/2019 1.87 1.84 - 1.89 1.89 +0.03 (1.61%) 3,060,100
15/11/2019 1.84 1.84 - 1.87 1.86 +0.02 (1.09%) 1,516,700
14/11/2019 1.89 1.83 - 1.89 1.84 -0.05 (2.65%) 5,242,900
13/11/2019 1.92 1.88 - 1.94 1.89 -0.03 (1.56%) 8,124,700
12/11/2019 1.92 1.91 - 1.94 1.92 -0.01 (0.52%) 3,298,700
11/11/2019 1.93 1.91 - 1.95 1.93 -0.01 (0.52%) 4,828,500
08/11/2019 1.92 1.90 - 1.94 1.94 +0.02 (1.04%) 5,282,300
07/11/2019 1.91 1.90 - 1.94 1.92 +0.03 (1.59%) 9,859,100
06/11/2019 1.92 1.89 - 1.92 1.89 -0.02 (1.05%) 1,553,800

ECONOMY TANKED, MORE PEOPLE FLY BUDGET AIRLINES :)

retained earnings RM266mil+, at 32.5sen.... allocate RM16mil /0.325 ~ 49mil shares++

total shares issued ~ 412 mil. 49/412 x 100%~ 12% of total shares issued.

just spend rm16mil, can buyback more than 12% of bcb issued shares :)

As per annual report 2019..


Financial review
During the financial year, the Group posted a turnover of RM425.39 million compared with RM292.25 million achieved in the previous year (after restatement). Group profit before tax increased to RM74.20 million compared with RM13.81 million achieved in the previous year (after restatement) while Group profit after tax increased to RM56.98 million compared with RM8.30 million achieved in the previous year (after restatement).

say, the govt nationalises pos malaysia at RM1.80, 782mil shares x RM1.80 ~ RM1.4bil. :)

Any further update on synergistic sharing of assets and new product development? :)


KUALA LUMPUR (Aug 2): Pos Malaysia Bhd has inked a collaboration agreement with China-based STO Express International Co Ltd to jointly explore cross-border cooperation.

In a joint statement today, the firms said the cooperation will provide the businesses in South East Asia (SEA), especially small and medium enterprises (SMEs) within the region, an end-to-end logistics platform with improved efficiency in international courier services at an affordable rate, positioning Malaysia as a gateway to the ASEAN region.

Pos Malaysia group chief executive officer Syed Md Najib Syed Mohd Noor said the tie-up will only strengthen Pos Malaysia's position through the exchange of best practices and technology in establishing an end-to-end logistics platform for SMEs as well as individual consumers, thus providing a one-stop solution platform for international courier services.

He said this will help SMEs accelerate the growth of e-commerce in the country and contribute positively to the nation's gross domestic product (GDP).

"Both parties will fully realise their common vision and goals in building a faster, stable, transparent, comprehensive and customised product and service offerings via cross-leveraging their current infrastructures from logistics, warehousing and best practices in SEA. In time, the services will be offered to other countries including the USA and Europe.

"This serves as a catalyst of business growth in the area of e-commerce and it will further propel SME businesses to expand in the SEA market. In fact, it will be an excellent ground to promote Malaysian products into China and vice versa," he said.

Pos Malaysia said the project kick-off will include the integration of information technology system between both companies, and the launch of the pilot delivery model plan by mid-August 2019.

It said the next phase will be expanded into synergistic sharing of assets and new product development.

At 11.36am, Pos Malaysia shares dipped 0.58% or 1 sen to RM1.72 for a market capitalisation of RM1.35 billion.

Share price affected by typhoon lah? :)

KUALA LUMPUR (Dec 2): AirAsia has cancelled and rescheduled a number of flights within as well as to and from the Philippines starting today until Wednesday due to Typhoon Kammuri, including the Kuala Lumpur-Manila route.

AirAsia, in a statement today, said guests travelling over the next few days are strongly encouraged to check their flight status at airasia.com/flightstatus for the latest updates.

The airline said all affected guests have been notified via email and SMS.

AirAsia also said guests whose flights have been cancelled or delayed longer than three hours could either change their flight, retain the value of their fare in AirAsia BIG Loyalty account for future travel, or receive a full refund.

Guests can make booking changes online at airasia.com by clicking on the AVA icon on the lower right of the screen, it said.

The airline said it is continuing to monitor the situation and will provide information on the latest developments.

Bernama

Good article :)
https://klse.i3investor.com/m/blog/Bursa_Master/215930.jsp

5G will bring e-commerce to a new level. Good for pos too. :)

KUALA LUMPUR (Dec 2): The ASEAN Makerthon 2019 is unique in that it will for the first time run on the closed 5G network.

The three-day event, from today until Dec 4, requires participants to produce physical prototypes related to 5G, in line with the theme: 'Impact of the 5G Revolution towards Industrial Revolution 4.0'.

It serves as a platform for those involved to gain experience in coming up with innovative solutions, featuring the benefits of 5G.

It is organised by the Malaysian Communications and Multimedia Commission (MCMC) in collaboration with ARM, Celcom Axiata Berhad, Ericsson Malaysia and Universiti Teknologi Malaysia (UTM).

“This year, the big difference is that we're having 5G infrastructure and services to support the Makerthon and we hope to see more collaborations on the 5G (technology) in the future,” MCMC chief corporate officer Datuk Mohd Ali Hanafiah Mohd Yunus said after launching ASEAN Makerthon 2019 here today.

Taking place at the Innovation Centre of 5G (IC5G) UTM-Ericsson at UTM Kuala Lumpur campus, the competition is open to members of ASEAN as well as ASEAN TELSOM Dialogue Partners such as China, Japan, South Korea, India, the European Union and the United States.

Prototypes made by the participants will be evaluated by a panel of judges consisting of companies or institutions with expertise in the field of Industrial Revolution, 5G and the Internet of Things (IoT), based on four main criteria — ideas presented, prototypes, business model and presentation.

In a statement, MCMC said the winner will take home a US$5,000 cash prize, while those placed second and third will get US$3,000 and US$1,000 respectively.

ASEAN Makerthon was last held in 2017. — Bernama

Good for pos. More emphasis on e-commerce :)

KUALA LUMPUR (Dec 2): The Domestic Trade and Consumer Affairs Ministry (KPDNHEP) through the National Cost of Living Action Council, plans to enhance the efficiency of the e-commerce delivery system in an effort to reduce costs related to business.

Its minister Datuk Seri Saifuddin Nasution Ismail said such an efficient delivery system was important because the e-commerce platform could bypass the conventional business network, which normally involved high costs of workers’ salary, utilities and delivery.

"We should make use of existing technology that is e-commerce to increase efficiency (of delivery system) because we see that this aspect is part of the information technology mastery.

“Imagine if we can open an e-commerce platform for perishable items like fish and vegetables, definitely the aspect of delivery system is the most important (to ensure quality of the goods)," he said when appearing as a guest of the Bicara Naratif: Pencapaian KPDNHEP Sepanjang Tahun 2019 which was telecast live on TV1 tonight.

He said KPDNHEP planned to follow in the footsteps of China’s e-commerce company JD.com, which uses a smart delivery system involving robots and drones in its business operations.

In the 60-minute programme, Saifuddin also spoke of the ministry’s achievements this year, including the Food Bank Programme which has benefited 400,000 households and the My100 and My50 unlimited travel pass initiative involving more than 900,000 users of public transport.

He said among the most satisfying achievements was that serious complaints from consumers were almost unheard of following the implementation of the Festive Season Maximum Price Control Scheme (SHMMP).

"This is because almost all traders observe the price we set in conjunction with festivals...the level of compliance is high so consumers feel relieved.

"Previously the number of days allocated for SHMMP was 51 but we increased it to 102 because we found the level of compliance by traders is very positive,” he added. — Bernama

History - Direct Biz Transactions of Pos

Date Price Change Dir-Volume Day Volume Dir-Value Day Value Avg Price % of Total Share Remarks

29/07/2019 00:00:00 1.8600 0.1100 60,000 60,000 111,600 111,600 1.8600 0.0077 -
28/11/2018 00:00:00 2.1500 -0.0400 5,000 5,000 10,750 10,750 2.1500 0.0006 -
16/10/2017 00:00:00 5.2500 -0.0800 292,400 292,400 1.535m 1.535m 5.2500 0.0374 -
13/10/2017 00:00:00 5.0780 -0.2120 2.540m 2.540m 12.898m 12.898m 5.0780 0.3245 -
03/07/2017 00:00:00 5.3000 - 253,500 253,500 1.344m 1.344m 5.3000 0.0324 -
21/06/2016 00:00:00 2.5290 -0.0310 1.436m 1.436m 3.632m 3.632m 2.5290 0.2674 -
04/12/2015 00:00:00 3.3600 - 109,100 271,500 366,576 912,240 3.3600 0.0203 -
04/12/2015 00:00:00 3.3600 - 162,400 271,500 545,664 912,240 3.3600 0.0302 -
24/08/2015 00:00:00 3.3700 -0.5600 18,000 18,000 60,660 60,660 3.3700 0.0034 -
24/07/2015 00:00:00 4.2000 -0.1300 5,000 5,000 21,000 21,000 4.2000 0.0009 -
20/07/2015 00:00:00 4.1001 -0.1999 6,666 6,666 27,331 27,331 4.1001 0.0012 -
02/09/2014 00:00:00 4.9000 0.0500 1,000 1,000 4,900 4,900 4.9000 0.0002 -
27/03/2014 00:00:00 4.7000 -0.0200 1,850 1,850 8,695 8,695 4.7000 0.0003 -
19/12/2013 00:00:00 5.4380 -0.0620 560,000 560,000 3.045m 3.045m 5.4380 0.1043 -
28/03/2013 00:00:00 4.2190 -0.0110 1.014m 1.014m 4.278m 4.278m 4.2190 0.1888 Cross Trade
27/03/2013 00:00:00 4.2180 -0.0020 1.309m 1.309m 5.521m 5.521m 4.2180 0.2437 Cross Trade
21/03/2013 00:00:00 4.1620 0.0120 500,000 500,000 2.081m 2.081m 4.1620 0.0931 Cross Trade
13/08/2012 00:00:00 3.0604 0.0004 1,192 1,192 3,648 3,648 3.0604 0.0002 Cross Trade
20/06/2012 00:00:00 2.6000 -0.1300 359,500 359,500 934,700 934,700 2.6000 0.0669 Cross Trade
22/07/2011 15:44:27 3.1700 -0.0200 200,000 200,000 634,000 634,000 3.1700 0.0372 Cross Trade
12/04/2011 14:23:42 3.5000 -0.0500 610,200 610,200 2.136m 2.136m 3.5000 0.1136 Cross Trade
18/03/2011 15:07:44 3.1500 0.0300 651,600 651,600 2.053m 2.053m 3.1500 0.1213 Cross Trade
10/03/2011 16:43:13 3.3600 0.3100 600,000 600,000 2.016m 2.016m 3.3600 0.1117 Cross Trade
08/03/2011 10:48:23 3.0500 - 500,000 500,000 1.525m 1.525m 3.0500 0.0931 Cross Trade
01/03/2011 12:15:04 3.1000 -0.0200 500,000 500,000 1.550m 1.550m 3.1000 0.0931 Cross Trade
09/11/2010 15:25:09 3.1800 -0.0200 1.170m 1.170m 3.721m 3.721m 3.1800 0.2179 Cross Trade
29/09/2010 16:17:08 3.2900 -0.0200 10,000 10,000 32,900 32,900 3.2900 0.0019 Cross Trade
24/08/2010 16:06:50 3.2000 -0.0300 40,000 40,000 128,000 128,000 3.2000 0.0074 Cross Trade
20/07/2010 15:06:28 3.2680 0.0680 40,000 40,000 130,720 130,720 3.2680 0.0074 Cross Trade
30/04/2010 17:05:08 3.0300 0.1500 5,000 5,000 15,150 15,150 3.0300 0.0010 Cross Trade
27/04/2010 17:05:08 3.0200 0.0300 10,000 10,000 30,200 30,200 3.0200 0.0020 Cross Trade
13/04/2010 17:05:07 3.2300 0.0500 50,000 50,000 161,500 161,500 3.2300 0.0090 Cross Trade
15/10/2009 17:05:07 2.0200 -0.2600 126,000 126,000 254,520 254,520 2.0200 0.0230 -
14/09/2009 11:01:16 2.3000 -0.0200 2.270m 2.270m 5.221m 5.221m 2.3000 0.4227 -
11/09/2009 10:49:01 2.3000 -0.0500 10.000m 25.000m 23.000m 57.500m 2.3000 1.8621 -
11/09/2009 10:48:27 2.3000 -0.0500 15.000m 25.000m 34.500m 57.500m 2.3000 2.7932 -
02/09/2009 15:18:44 2.1800 0.0600 1.176m 1.176m 2.563m 2.563m 2.1800 0.2189 Cross Trade
27/08/2009 17:05:09 2.2000 - 1.470m 1.470m 3.234m 3.234m 2.2000 0.2740 Cross Trade
19/08/2009 17:05:10 2.2400 - 1.700m 2.030m 3.808m 4.547m 2.2400 0.3170 Cross Trade
19/08/2009 17:05:10 2.2400 - 330,000 2.030m 739,200 4.547m 2.2400 0.0610 Cross Trade
23/06/2009 17:05:09 1.8600 -0.2800 9,250 9,250 17,205 17,205 1.8600 0.0020 Cross Trade
31/03/2009 17:05:10 2.1200 0.0100 209,000 209,000 443,080 443,080 2.1200 0.0390 Cross Trade
26/02/2009 17:05:10 2.1000 -0.0400 139,000 139,000 291,900 291,900 2.1000 0.0260 Cross Trade

Summary from 26/02/2009 to 29/07/2019
Highest Price 5.4380 First Occurred on 19/12/2013

See how Syed Mokhtar plays with the expected DRB's impairment loss due to quoted investment in pos malaysia pula :)

Syed Mokhtar a key player in ECW-UEMS merger?
Emmanuel Samarathisa | 29 Nov 2019 00:30

A+ A A-
Three years ago, Tan Sri Liew Kee Sin was a jubilant man. After getting out of a corporate tussle involving property giant SP Setia Bhd, he immediately found his footing and made a mer- curial comeback through a pair of property ventures: EcoWorld Development Group Bhd (ECWD) and its sister EcoWorld International Bhd (ECWI).

Such was the brisk growth of the EcoWorld group of companies that Liew was confident of fielding questions from the local press. That was what he did on Jan 23, 2016. Among the earliest questions posed to Liew was how he obtained a plot of land for his maiden development.

Without hesitation, the property developer name-dropped one of the most important figures in Corporate Malaysia: Tan Sri Syed Mokhtar Albukhary.

support may be coming for pos malaysia share for higher mark-to-market price for expected impairment loss for DRB's quoted investment in pos malaysia as follows:

For FYE 31.12.2019, external auditor is expected to urge DRB to provide for impairment loss for pos malaysia (quoted investment), prolonged 5 quarterly loss reported by pos malaysia and quoted investment in pos malaysia should mark to market price of pos malaysia. DRB group of companies and Syed mokhtar could do the same like VT and berjaya group of companies to buy more pos shares to support its market price. Total impairment loss as follows:

23.4% x 782 mil shares issued x [RM3.33 - RM1.39] = RM251.02mil
32.2% x 782mil shares issued x [RM3.60 - RM1.39] = RM346.41mil
***Total impairment loss expected=RM597.43mil

*Total impairment loss in pos malaysia pending for DRB if mark to current market price of pos malaysia at RM1.39 now.


(Year 2015)
The acquisition, subject to the complete capitalisation of RM552.9 million owed by KLAS to DRB-Hicom and the transfer of 100 acres of land in Kedah from Konsortium Logistik Bhd (owned by KLAS) to DRB-Hicom, would be satisfied via the issuance of 250.8 million new ordinary shares in Pos Malaysia at an issue price of RM3.33 a share.

According to Hong Leong Investment Bank Bhd in a note dated Dec 11, upon the completion of the exercise, DRB-Hicom may own up to 55.6% stake in Pos Malaysia (based on current share price), and Pos Malaysia will become a subsidiary of DRB-Hicom, from being a 32.2% associate.

DRB-Hicom will apply for exemption from the Securities Commission Malaysia from undertaking a mandatory takeover offer of Pos Malaysia, after the disposal exercise.


(Year 2011)
DRB will purchase Khazanah's 32.2% stake in POS for RM622.8m or RM3.60/share.

TQ for your concern. Will sell all to you tomorrow :)

@truly victor yong u bought alots?
please sell off... by next year pos will go in pn17
penny stock in making

Good to monitor, etc. :)

DRB might provide a major impairment loss due to its quoted investment in pos malaysia if pos malaysia share price does not rebound or recover from its current price at RM1.39. With the coming announcement of new postal rates for both domestic and international, new strategies, new partnership, etc, hopefully, pos share price will recover, say, RM2 to RM3 next year. it will be better if pos could double in price like fgv :)


(Year 2015)
The acquisition, subject to the complete capitalisation of RM552.9 million owed by KLAS to DRB-Hicom and the transfer of 100 acres of land in Kedah from Konsortium Logistik Bhd (owned by KLAS) to DRB-Hicom, would be satisfied via the issuance of 250.8 million new ordinary shares in Pos Malaysia at an issue price of RM3.33 a share.

According to Hong Leong Investment Bank Bhd in a note dated Dec 11, upon the completion of the exercise, DRB-Hicom may own up to 55.6% stake in Pos Malaysia (based on current share price), and Pos Malaysia will become a subsidiary of DRB-Hicom, from being a 32.2% associate.

DRB-Hicom will apply for exemption from the Securities Commission Malaysia from undertaking a mandatory takeover offer of Pos Malaysia, after the disposal exercise.


(Year 2011)
DRB will purchase Khazanah's 32.2% stake in POS for RM622.8m or RM3.60/share.

@abc333 time to put this in watch list again
02/12/2019 8:48 PM

pos malaysia should be back to RM2 to RM3 in 2020, all the improvement, new strategies, etc. Otherwise, DRB might need to provide for impairment for its quoted investment in pos malaysia :)