Followers
0
Following
0
Blog Posts
0
Threads
100
Blogs
Threads
Portfolio
Follower
Following
2 weeks ago | Report Abuse
Be patient, retailers are waiting for certain signal
2 weeks ago | Report Abuse
YTL Power on track for long-term growth
https://www.thestar.com.my/business/business-news/2024/12/05/ytl-power-on-track-for-long-term-growth
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
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 groupβs upcoming 600 megawatts hydrogen-ready combined cycle gas turbine power plant is expected to expand Serayaβs 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 YTLPβs 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 groupβs 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 βaddβ 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 Serayaβs 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 βbuyβ calls on the stock with a TP of RM6.39, RM7 and RM4.70 a share, respectively, while Kenanga Research retained its βoutperformβ call with a TP of RM5 a share.
3 weeks ago | Report Abuse
The company will surely release the results this week. Stay tuned for the OASIS surge π
3 weeks ago | Report Abuse
YTL Power will definitely fly if q1 results beat market expectations
1 month ago | Report Abuse
Wow, OASIS is hot today. Buy volume is more than 1 million !
1 month ago | Report Abuse
Being attacked fiercely also by shorties ... π
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
1 month ago | Report Abuse
No trading volume? This jokerr never pay attention and just talk nonsense only
1 month ago | Report Abuse
Plantation is the sexiest in November π CPO price has gone crazy
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
1 month ago | Report Abuse
Haily has a strong client base, including IJM, IOI, Mahsing, etc. Donβt worry too much about temporary pullbacks, but view them as buying opportunities
1 month ago | Report Abuse
Looking for the buying opportunity now ... YTL Power has been dropping so much π£
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
2 months ago | Report Abuse
YTL Power is rebounding. Let's see if it can close above 3.70 today
2 months ago | Report Abuse
Nice, can get free warrants tomorrow
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3490515
2 months ago | Report Abuse
It's going back up to RM4, I think
2024-09-11 19:36 | Report Abuse
Let 's see what the next F&B business the company plans to acquire ..
2024-09-11 19:32 | Report Abuse
Which group are you trying to imply, Antifanaticracism ? π
2024-09-06 18:23 | Report Abuse
Do you manage to get it at 0.15 today, Aubree ? π
2024-09-06 18:22 | Report Abuse
Anwar want to sell Proton to Russia ? π
2024-09-04 16:29 | Report Abuse
It's getting cheaper and cheaper...
2024-09-04 16:28 | Report Abuse
How low and cheap we can go in to buy this YTL Power this month ?
2024-09-02 20:28 | Report Abuse
No trading volume today ... Overlooked by market?
2024-09-02 20:14 | Report Abuse
You really are a full-time trader, Johnchew5 π€
2024-08-28 19:49 | Report Abuse
Good, Dolphin's QR is out and the performance is quite ok
2024-08-28 19:47 | Report Abuse
Bullets are ready to shoot tomorrow π
2024-08-27 16:00 | Report Abuse
No worries, this dolphin (to be renamed) will jump if the fourth quarter is good
2024-08-27 15:57 | Report Abuse
Don't think it's a right moment to buy PUT warrant, sg999...
2024-07-30 23:32 | Report Abuse
The companyβs new name signifies the beginning of a new era π
2024-07-30 23:30 | Report Abuse
Reach 1 week low price. Time to catch
2024-07-29 22:24 | Report Abuse
They will set up the EGM after they release their q4 results, I guess
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
2024-07-25 23:18 | Report Abuse
That means that EGM will be held
2024-07-25 23:18 | Report Abuse
It's going to break through 70 cents soon
2024-07-23 21:42 | Report Abuse
New name marks new era for the company
2024-07-23 21:40 | Report Abuse
On the way to break RM5 again. Gogo, YTL Power
2024-07-20 16:49 | Report Abuse
Waiting for the next announcement then after the pp is done
2024-07-20 16:47 | Report Abuse
Hopefully... I will continue to collect next monday
2024-07-16 17:11 | Report Abuse
Even if its name changes, it will still hop like dolphin π
2024-07-16 17:08 | Report Abuse
Will break RM5 again, I am 99.99 % confirm π¬
2024-07-11 21:24 | Report Abuse
Dolphin will still benefit from the RM4.9 million profit guarantee provided by the High Reserve btw
2024-07-11 21:23 | Report Abuse
The prospects of YTL Power Intelligence Bhdβs 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
2024-07-10 18:51 | Report Abuse
When the company name is changed, its logo will also change, I think ..
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
2024-06-14 11:45 | Report Abuse
Healthy retracement after it hits new high today π
Stock: [OASIS]: OASIS HARVEST CORPORATION BERHAD
1 week ago | Report Abuse
Oasis has 148 million shares outstanding, easy to goreng up one