Bernard85

Bernard85 | Joined since 2023-11-16

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

100

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
100
Past 30 days
8
Past 7 days
0
Today
0

User Comments
Stock

1 week ago | Report Abuse

Oasis has 148 million shares outstanding, easy to goreng up one

Stock

1 week ago | Report Abuse

It will break 60 sen sooner or later πŸ™‚

Stock

2 weeks ago | Report Abuse

Be patient, retailers are waiting for certain signal

Stock

3 weeks ago | Report Abuse

Management expects business at its restaurant locations to gradually improve over time, particularly as market sentiment and consumer spending improve in the future

Stock

3 weeks ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/11/28/new-power-seraya-plant-to-lift-ytl-power

YTL Power International Bhd (YTLP) could see gradual normalisation of earnings contribution from Power Seraya by financial years 2025 (FY25) to FY26 as retail electricity contracts with higher tariffs and favourable natural gas hedges gradually expire.

New capacity is expected to kick in from 2026. The segment is expected to remain a major earnings contributor in the near-to-medium term, said TA Research.

The group’s upcoming 600 megawatts hydrogen-ready combined cycle gas turbine power plant is expected to expand Seraya’s capacity by an estimated 20% once operational by December 2027.

TA Research said that with an estimated capital expenditure of S$800mil, a 21-year plant life and high-single digit pooled internal rate of return, the new plant could add about 20 sen per share to its sum-of-parts valuation.


The research house made no changes to its earnings forecasts after the release of YTLP’s first quarter FY25 financial results. But several research houses cut their earnings forecasts.

RHB Research trimmed its FY25 to FY27 earnings forecasts by 3%, 6% and 5% after imputing lower contributions from Wessex Water and slower progress in the artificial intelligence-data centre development.

Hong Leong Investment Bank (HLIB) Research adjusted earnings for FY25 to FY26 by minus 5.2% and minus 9.9% respectively, and introduced FY27 earnings at RM3.7bil.

Kenanga Research trimmed its FY25 to FY26 earnings forecasts by 9% and 6%, mainly to adjust for the group’s telco earnings assumptions as it expects it to be loss-making.

However, it kept its net dividend per share assumption unchanged at seven sen for both FY25 and FY26.

CGS International Research reiterated its β€œadd” rating on the stock with a lower target price (TP) of RM4 a share, on the back of its earnings revisions and updated currency assumptions.

MIDF Research, in contrast, maintained its FY25 earnings forecast.

It had previously adjusted Power Seraya’s longer term earnings (FY27 and beyond) to reflect higher earnings before interest, taxes, depreciation and amortisation margin of close to S$60 per megawatt hour.

It is a sustainable long-term margin post-earnings normalisation, said MIDF.

Its TP is adjusted to RM5.64 a share from RM6.20. The research house continues to like YTLP for its strategic expansion into data centres and renewable energy (RE).

YTLP is a potential beneficiary of the strong RE growth trajectory under the National Energy Transition Roadmap, particularly for RE exports given its presence in the Singapore power sector, said the research house.

TA Research, HLIB Research and RHB Research maintained their β€œbuy” calls on the stock with a TP of RM6.39, RM7 and RM4.70 a share, respectively, while Kenanga Research retained its β€œoutperform” call with a TP of RM5 a share.

Stock

3 weeks ago | Report Abuse

The company will surely release the results this week. Stay tuned for the OASIS surge πŸš€

Stock

3 weeks ago | Report Abuse

YTL Power will definitely fly if q1 results beat market expectations

Stock

1 month ago | Report Abuse

Wow, OASIS is hot today. Buy volume is more than 1 million !

Stock

1 month ago | Report Abuse

Being attacked fiercely also by shorties ... πŸ˜•

Stock

1 month ago | Report Abuse

Buying volume has appeared this week and it is rising from the bottom price. You should open your small eyes and see, jokerr. ha

Stock

1 month ago | Report Abuse

No trading volume? This jokerr never pay attention and just talk nonsense only

Stock

1 month ago | Report Abuse

Plantation is the sexiest in November πŸ˜† CPO price has gone crazy

Stock

1 month ago | Report Abuse

0.135 - 0.140 is consider a bottom price to Oasis. Can try to chip in some before the next QR is out

Stock

1 month ago | Report Abuse

Haily has a strong client base, including IJM, IOI, Mahsing, etc. Don’t worry too much about temporary pullbacks, but view them as buying opportunities

Stock

1 month ago | Report Abuse

Looking for the buying opportunity now ... YTL Power has been dropping so much 😣

Stock

2 months ago | Report Abuse

@OMR@obm_4558. If you have 1000 units of the warrant, then the conversion fee will be RM260 (1000 x RM0.26). Btw, this amount hasn't added the management fees

Stock

2 months ago | Report Abuse

YTL Power is rebounding. Let's see if it can close above 3.70 today

Stock

2 months ago | Report Abuse

It's going back up to RM4, I think

Stock

2024-09-11 19:36 | Report Abuse

Let 's see what the next F&B business the company plans to acquire ..

Stock

2024-09-11 19:32 | Report Abuse

Which group are you trying to imply, Antifanaticracism ? πŸ˜ƒ

Stock

2024-09-06 18:23 | Report Abuse

Do you manage to get it at 0.15 today, Aubree ? 😁

Stock

2024-09-06 18:22 | Report Abuse

Anwar want to sell Proton to Russia ? 😁

Stock

2024-09-04 16:29 | Report Abuse

It's getting cheaper and cheaper...

Stock

2024-09-04 16:28 | Report Abuse

How low and cheap we can go in to buy this YTL Power this month ?

Stock

2024-09-02 20:28 | Report Abuse

No trading volume today ... Overlooked by market?

Stock

2024-09-02 20:14 | Report Abuse

You really are a full-time trader, Johnchew5 πŸ€“

Stock

2024-08-28 19:49 | Report Abuse

Good, Dolphin's QR is out and the performance is quite ok

Stock

2024-08-28 19:47 | Report Abuse

Bullets are ready to shoot tomorrow 😁

Stock

2024-08-27 16:00 | Report Abuse

No worries, this dolphin (to be renamed) will jump if the fourth quarter is good

Stock

2024-08-27 15:57 | Report Abuse

Don't think it's a right moment to buy PUT warrant, sg999...

Stock

2024-07-30 23:32 | Report Abuse

The company’s new name signifies the beginning of a new era 😊

Stock

2024-07-30 23:30 | Report Abuse

Reach 1 week low price. Time to catch

Stock

2024-07-29 22:24 | Report Abuse

They will set up the EGM after they release their q4 results, I guess

Stock

2024-07-29 22:23 | Report Abuse

Is it a bug for this announcement : 18-Mar-2024 Acquired 30,000 ...

https://klse.i3investor.com/web/insider/detail/D_180177_497571842

Stock

2024-07-25 23:18 | Report Abuse

That means that EGM will be held

Stock

2024-07-25 23:18 | Report Abuse

It's going to break through 70 cents soon

Stock

2024-07-23 21:42 | Report Abuse

New name marks new era for the company

Stock

2024-07-23 21:40 | Report Abuse

On the way to break RM5 again. Gogo, YTL Power

Stock

2024-07-20 16:49 | Report Abuse

Waiting for the next announcement then after the pp is done

Stock

2024-07-20 16:47 | Report Abuse

Hopefully... I will continue to collect next monday

Stock

2024-07-16 17:11 | Report Abuse

Even if its name changes, it will still hop like dolphin 😁

Stock

2024-07-16 17:08 | Report Abuse

Will break RM5 again, I am 99.99 % confirm 😬

Stock

2024-07-11 21:24 | Report Abuse

Dolphin will still benefit from the RM4.9 million profit guarantee provided by the High Reserve btw

Stock

2024-07-11 21:23 | Report Abuse

The prospects of YTL Power Intelligence Bhd’s UK unit, Wessex Water Services Ltd, remain positive, contributing to the earnings growth of the Malaysian conglomerate.

This projection is underpinned by the excellent operational performance of the water supply and sewerage utility company, as well as the higher legal and regulatory capital expenditure (capex) requirements to preserve the environment and meet long-term water demand in the United Kingdom, according to RHB Research.

Having recently visited Wessex Water, the brokerage noted that the company had submitted its five-year business proposal (2025-2030) to the UK water services regulation authority, including a higher return and capex allocation of Β£3.5bil over the next years, compared to Β£1.4bil previously.

https://www.thestar.com.my/business/business-news/2024/07/11/ytl-power-poised-to-gain-from-uk-subsidiary

Stock

2024-07-10 18:51 | Report Abuse

When the company name is changed, its logo will also change, I think ..

Stock

2024-07-10 18:50 | Report Abuse

YTL Power shares up despite higher capex by its UK operating unit β€” RHB Investment Bank

https://theedgemalaysia.com/node/718433

Stock

2024-06-14 11:45 | Report Abuse

Healthy retracement after it hits new high today 😊