Can't agree more with XiaoChen

任何人都可以发表自己的看法，分析，推测，只要不扭曲事实。
这一波下跌，已经累计了不少伤心人。
谢谢大家高抬贵手，免了第二次伤害。

& please keep YTLP i3 on YTLP discussion will do. Don't create chaos. Thank you very much

BTW YTLP dah pecah MA200 hari & ada gap to be filled. Jangan degil sangat unless you have unlimited bullets.

Cheers & happy investing

BTW, I am not follower of anyone

Guys;

Can we keep the forum a peace, healthy & constructive forum?

2 years back I think 6742 i3 was may be about 10 messages a day+-.

Today hundreds/thousands messages a day & many of it full of hatred/dirty words/personal attack.

That's very sad. Bad for mental & soul.

It's ok for us to have diff view but please please please make the forum a clean & constructive one.

I believe we are all adults here. Anything personal please please please settle it personally.

Thank you for your co-operation

Nolah izoklse.

YTL is far better than Serba. It won't turn out like Serba. That's ridiculous.

It's overpriced but overall is still a healthy company & having good management.

Just the current case drag the company into dirty mud. Frankly speaking which company in MY can avoid from giving rasuah when requested by civil servants/politicians?

That's an open secret in MY.

Just hope that MACC act fast to charge the company. Worsen to the company if longer they drag.

I am still having faith in YTL management. Keep monitoring & will reenter when price is right.

Dear newbie_2018;

Please do your personal research & don't trust anyone. (sifus, gurus, remisier or even fund manager)

I can only say use fundamental method as core to calculate its fair value & use technical method to assist.

For now, please stay away from YTLPower if you haven't invest.

It will be a GOOD news if MACC charge the company now. Paling takut dia drag.

Hold your cash tight. Chances of US job data turn sour is high. As FEB reduced about 800K job expectation not too long ago in order to make the report looks good.

Stay focus, stay calm & happy investing!

Very high chance Augustine.

Dah about to touch moving average 180 hari. 7, 30, 90 semuanya dah pecah.

Once 180/200 hari cecah chances of further downtrend is high.

Get ready with your scoops to scoop bottom 😂

Be realistic guys.

How many of you here can tahan if YTLPower pinjam shares from all IBs & short it to 90sen & below?

The company can easily do that by paying IBs may be 10% of interest. & repeat that for a few rounds then everyone here will be "Washed" away.

Luckily enough I have sold YTLP early this year & almost all my counters 3-4 weeks ago.

YTLPower remains as a good & healthy counter & unlikely it will goes back to 60sen, but RM1 +- may be is a good entry point to consider.

Cash is no longer king. Don't keep for long term. Seeking opportunities to deploy.

New comers for YTLPower please, please sell before a bigger losses.

Happy investing everyone.

https://www.youtube.com/watch?v=f6j2MZJMgA4

Guys. Just be extra extra extra extra careful

Dear Sue;

No one can give you the best answer.

Analysts/Fund Managers may tell you it was because of foreign fund pull out from KLSE for the past few days or market correction etc......

Just stay focus, it should be fine as far as fundamental of the company didn't change.

Happy investing. Cheers!!!

Good to see KGB's business continue to grow & financially improve.

Happy investing to all investors here

Net Assets per share attributable to shareholders of the Company (RM) Post-IPO is about 45sen

Now the question is do you think it's ok to spend 17sen/share for this? Because that's the actual cost to all except BIG Boss & existing MKH share owners

Keyword of that news is
Deploy & "Manage"

I believe many of us here deploy & own 286/386/486/Pentium in the 80's

If it's deploy & own then lain cerita.

If that area punya solar power supply is by YTLP, then that will boost their revenue.

Air memang YTLP dah ada masuk campur Johor punya air supply.

If continue to goreng AI concepts, 1 day someone will fall from the sky.

Anywhere I really thanks to those who goreng AI concepts here who allows me left with 600% profits. I don't own a single share now.

Take your own risks & happy investing. Cheers all

Good to see KGB's business continues to grow.

Congrats all holders here!!

Cheers!! Happy Investing

Guys. Both YTL & YTLP are good & healthy company but please be clear-headed.

2 years back when YTLP was traded at 60sen+-, it was a good buy. Low PE, div yield of 8-9%, low price to book value at 0.1+ but not today.

YTLP today's book value may be about 30B, price to book value at about 1.++. Div yield at 1.++%

Value has realised, it's time for investors to leave.

Yeoh's family won't do much to the share price. Can just forget about it. Else they won't let the price since 2007 decline all the way to 50-60 sen the past few years.

If I use Microsoft system running on IBM machine working on a project for MBB today. I can tell the market I am in "partner" with Microsoft & IBM. & MBB will tell the media that I am their ""IT Partner"

In fact I am just 1 of the contractors to MBB.

The word "Partner" is just a nicer word to use to the media. If YTLP is the data owner, that's diff story. I will hold until the end.

Wish you all best of luck if you still bet on AI center will do something diff.

I will be back when it's getting attractive again

Happy investing!!!

Dear Guys;

I own YTLP couple of years back & I have left.

The current value is way beyond it's intrinsic value. Just be extra careful

Don't be fooled by "AI" concept. If anyone tells you it's AI related.

YTLP today remains as utilities company.

It doesn't make you as an EV related company if you supply steering wheel to BYD or Tesla today.

It doesn't make you a property company if you supply cement to IOIP, MahSing or any others

It's doesn't turn you to become a banking company if you provide services to MBB. So to YTLP

Please stay away to avoid potential losses if you join the ride because of "AI".

Leave while still can. That's my 2 cents

Cheers! Happy investing

Can't agree more on OTB postings. Let's make KGB be KGB

Dear OTB;

Belumlah. KGB belum jadi net cash company lagi but yes financially it's healthy.

Dear Calvin;

So to TSH. It's a financially healthy company. If you hold a BIG portion in your portfolio. Just wait patiently, 1 day it will be TSH's turn to perform.

Don't waste your energy here in arguing or to proof something. We are all adults here. Everyone bear their own risks.

I do appreciate your contribution in highlighting the huge jump of total receivables. But as at now receivable vs revenue/profit is still in parallel move.

It's definitely an alarm if 1 day it goes exponentially.

It is a good company but luck is not on their side. Market is not good.

Although since 2017/7/21 Tan family has spent about 80M in buy back the company shares.

https://news.seehua.com/post/1087806

Just be careful

Good to see KGB continue to perform.

Dear All;

Let's make this forum a healthy & positive forum. We can have diff views & respect viewpoints of others.

As an investor I believe we all made mistake before/now. WB made mistake, locally Mr Foong, Mr Koon & Mr Tan Teng Boo also made some mistake. That's fine.

It's ok to have arguments, but be constructive & no personal attack. That's bad for body & bad for soul

Thank you Calvin for highlighting the "potential risks". It is a huge jump from previous years of 100m to 400m.

Growth of revenue & receivables stay at about the same ratio.

Will stay cautious, need to monitor their impairment also.

Hi Guys. Can we have a healthy forum instead of attacking each other?

It's ok to have diff opinion but be constructive not personal attack.

Hundreds of comments but not informative.

Happy investing! Cheers!

Anyway, myself I don't own a single share of this company

Dear 4ever5;

The company's operating cash flow is healthy & +ve for the past many years. As at 6/2023 it posts 11M net cash from the operating activities for the current year.

All I can say it's a financially healthy but average performance company.

Ya, still not very convincing. Actual profit is about 80M if take away the disposal gain.

It's improving compare to last quarter. About 60%

Better do nothing for now

Congrats to all HS holders here.

Wonder if IBs already have the QR result

https://theedgemalaysia.com/node/674559

For those who worry about debt. Reduce another 200M

RM2 is possible if next quarter result remain the same.

Thanks @DividendGuy67 for details sharing. It definitely will benefits some upcoming investors.

Fund allocation is definitely 1 of the key skills for all investors.

@Prudentinvestor, hard to say also. I chip in around RM4.8 & during that time it was quite stable with about 1-2 sen up down for about 2 weeks. I find that price was reasonable if result remain above 100M profit. Mana tahu halved or 2/3 gone.

2 bulan lagi, lagi 2 bulan we will know it will continue down south or u turn.

Sabar dulu buat sementara ini. 😂

Yup. Let's see if next week it will test 60sen or not

Good to see you back James. LOL

Wish you are right Longranger.

That's ok Stoneage. I cut loss at 4.++ & it costs me 40K+-, but for sure I will be back. 🤗

Good news is if I didn't cut, today on paper will be loss about 90K 😂

Lu banyak tamak XiaoHe, but I like it. 😂

Don't play play. It's foggy now & is very very thick till can't see the road.

I cleared my holdings on the day Kenanga mau pinjam shares openly. Still in my radar & will be back when fog clears.

Bear in mind, last 10 minutes 54 M shares transacted. They can repeat the same in the days to come.

Wah! RWG, lu banyak tamaklah. RM1.50 itu susah nak capailah if without crisis assist.

This quarter 50M profit partial also because of forex losses. Unless coming 3 quarters also at the range of 50M then RM2 & below is possible. Else susah sikit.

ANNOUNCEMENT - SBL Programme
Publish Date: 5/26/2023 8:23:38 AM

Do you want to earn some stable income from your portfolio of shares? LEND US YOUR SHARES!! Kenanga Securities Borrowing and Lending (SBL) is looking for the following shares to borrow:



• PTRANS @ 4.00% p.a

• PAVREIT @ 4.00% p.a

• HAPSENG @ 3.00% p.a

• HONGSENG @ 5.00% p.a

Announcement from Kenanga. Hap Seng is in the short list openly

Result not convincing. Never expect profit below 100M. 2nd lowest quarter result for the past 10 years

Dear EDwarrior;

No one can answer you if is now at the bottom. Just bear in mind fund allocation is important to all investors.

James. Just enjoy your holiday. Ignore the rest. 😂

James, not too aggressive. Never good for any investment

Oh! Sorry for some wrong information provided yesterday.

Lei Shing Hong is not holding 19.62% but about 4.++% lesser (Based on 2022 Annual report), but the top 30 shareholders % inch up.

The 4% from Lei Shing Hong most likely goes to Naza Group as Naza didn't appear in 2021 annual report but 2022.

So many of us should be happy because Naza's holding cost most likely is much higher than us. LOL (Most likely is asset swapping)

Unlikely this coming quarter results will be very bad.

Lau family pun baru aje privatise UK Credit Financing. Anyway revenue contribution from this arm is about 100M++/year I guess (Total contribution from credit financing is less than 300m for 2022 if I am not mistaken). Personally I like their credit financing, very very very good profit margin.

Deal from HS Star & MBM pun belum take effect.

Anyway, HS Star pun dah ada new deal with Proton new arm (PRO-NET). Of coz how it turns out nobody know

Trading segment is some analysts concern. Takut fertilizer contribution will be dropped.

Plantation, kalau fertilizer drop plantation untunglah. As far as MPOB stay above RM3000 mesti boleh untung lagi. For HS may be no need so high. LOL

Property & Building Material. Of coz 2 sector ini perlu lagi sikit masa. Dia kan dah ada deal with Naza?

https://www.naza.com.my/hap-seng-land-partners-with-ttdi-kl-metropolis-to-develop-8-95-acres-of-kl-metropolis/

Kasilah HS sikit masa U-turn balik to the north. Biarlah lain investors short sepuas-puasnya.

Short pun mesti ada target price one. Otherwise boss marah buy back from open market then those who short mati oh! Kena beli from the market from for a higher price yet need to give interest to people who loan them shares.

Ikan bilis investors like us boleh tunggu saja. Biarlah tunggu

Break rosak Pang. Bus can't stop. Biarlah dia turun bukit sepuas-puasnya

Lau family holds > 80% actually
1. Gek Poh 54.63%
2. Lei Shing Hong (Their HK company) 19.62%
3. HS Insurance 8.01%

Just these 3 already > 82%

Not sure if the 4th from HK Phillip also their account or not. > 86% if that's also their account.

Tunggulah. Biar dia orang short habis. I will be more than happy if they short below 2. Is like Nestle from 130 to 30/40

I have no choice but all in by then. LOL

I do agree with Loneranger. Never try to be a hero against market to catch falling knife.

Let it falls until price become stable then only buy if you still having faith in the company.

Investors who short HS most likely already gain green light from the Lau family. Tunggulah, sama-sama buy in with the family. Never rush to put $$ into someone's pocket.

Ya, baik pegang dulu James.

For the past 12 years average PE was at about 17 & average dividend yield at 4.4%. Sekarang berapa? 12 & 6%++

This is a transfer of left pocket to right pocket business. All segments boleh inter-segments. Subsidiary A expenses is subsidiary B revenue.

Minority interest/ NCI also steadily at RM1B & above for years.

I don't see any reason of selling.

https://theedgemalaysia.com/node/666797

https://paultan.org/2023/05/13/mercedes-benz-malaysia-to-implement-agency-model-direct-sales-to-consumer-dealer-earns-commission/

It will be a BIG impact on HS revenue if all sales of contracts with customers are directly with MBM not HS Star. As HS Star contributed about 25% of group revenue but not necessary having big impact to the profit.

I do agreed with Loneranger & the company memang worth to collect if below RM4.

To me the company worth RM6-7.

We all may stand a chance to collect at RM2 if crisis hits.

Current price is not expensive neither cheap but reasonable. It's now at its 8 years low.

My 2nd batch of purchase will be at RM4. Let's see how it turns out.

Warren Buffett once said in a letter to his shareholders, “It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”

Hope you are right loneranger. Join the boat 2 days ago & now queuing 2nd batch at 4. Let's see any seller.

Lau family control over 80%, no surprise to me if they want to privatise it.

Join the boat. Another Q at 4/=. Let's see

Possible. But I am okay to let others to make the balance. Sure will re-visit if price is tempting & irresistible.

Profit locked. Thank you Sunview