Thank you very much to hng33, dragon328 and xiaochen for the positive input for shareholders to sail through rough water. Today itself, my portfolio of YTL, YTLPOWR and MCEMENT is very positive.

https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=0117

Like SPEAKUP said, privatise at RM1.50. That means the successful bidder with buy up BPLANT and BPLANT will be delisted. Retailers mandatory general offer (MGO) for retailers is also RM1.50.

Rohank71: OLDTOWN Ptivatisation: in 2018, Jacob, a Ducth company voluntarary bought OLDTOWN shares from the substatial shareholders at a price of RM3.18 (10.42% above the last trading price). Thus, the mandatory general offer to retailers is also 3.18. After the official annoucement, the share price is adjusted to 3.18/3.19. I am hoping something like this. If it is just special dividend for just the SPA, it is no use.

https://www.thestar.com.my/business/business-news/2023/06/20/ytl-power-looks-to-grow-re-ambitions

PETALING JAYA: YTL Power International Bhd appears to be gearing up to further its renewable energy (RE) ambitions, says MIDF Research.

Following a report that the YTL group could be one of the parties that have put in a bid for Boustead Holdings Bhd’s 57% stake in Boustead Plantations Bhd (BPlant), the research firm said YTL’s interest could stem from its RE ambitions, which requires sizeable land bank to house potential RE assets, as well as data centres.

The other bidders are said to comprise mainly plantation players, namely IOI Corp Bhd, Kuala Lumpur Kepong Bhd and Singapore-listed Wilmar International Ltd.

ChloeTai to xiaochen, Dragon328, Dompeilee or Pang72. I don't know Mandarin. I use Google Translate to translate xiaochen's comments. What is "PS"? Will it affect the profit of YTL and YTLPOWER? I am worry.

xiaochen:
It is as expected. When the power supply is very tight, the last 2% of the electricity bill is super super expensive.

The Singapore government really needs to make strategic adjustments to this situation. This mechanism is like the last 2% of air tickets of AirAsia Malaysia Airlines, which is extremely expensive.

It seems that the coming season will be the last quarterly report of PS showing huge profits.
I believe that the mature Singaporean government should only start with the final super violent interest rate.

Xiaochen,
I don't know Mandarin. So, I use Google Translate.
I am very worry now. What is the meaning of "PS"?
Will it affect the profit of YTL and YTLPOWER?

xiaochen,
It is as expected. When the power supply is very tight, the last 2% of the electricity bill is super super expensive.

The Singapore government really needs to make strategic adjustments to this situation. This mechanism is like the last 2% of air tickets of AirAsia Malaysia Airlines, which is extremely expensive.

It seems that the coming season will be the last quarterly report of PS showing huge profits.
I believe that the mature Singaporean government should only start with the final super violent interest rate.

Monday 19 June 2023: For one whole day, YTLP try to defend the RM1.29/1.30. Finally, it managed to close at RM1.30.

Today no magic show for YTL. Closed at 0.965, down 0.01. Don't know how many more sen it will go down. The RM1 dream did not materialise. Sad. Got to wait for the final week of August.

Both YTL and YTLP still under selling pressure.

Monday hng33: "bought back YTL at 95 sen." "TA is bullish, heading to breakout RM1.00".
I follow to add YTL. (This was where I was trapped)

Wednesday Wahidul: "Touch 0.975, heading towards RM1, so many buyers queuing".
I have the same opinion.

Thursday: Instead of moving towards RM1, it dropped until support level at 0.91.

Friday: please close at green.

"Why poor fundamental company like SCIB can go up for 11 consecutive market days just because of boardroom tussle to remove 3 directors but fundamentally sound companies i.e. YTL, YTLPOWER and MCEMENT are played (pump and dump) by stockists? Really useless local funds.

Dear brothers and sisters, I am looking for the video where two guys are promoting SCIB boardroom tussle which pushes the price of SCIB to sky high. Can you all please provide me with the link.

https://www.nst.com.my/business/2023/04/897175/mrt3-project-cost-review-ready-june

Analysts pour cold water on YTL despite putting in the lowest bid for the MRT3 project. If the analysts are correct, then it will be a very bad news.

I too have YTLPower but this one was bought some time ago.

I add YTL at the same time when hng33 bought when there is a high volume breakout.

shpok4574, My paper loss now is RM1,600. Do you all know what is happening. If it is only short selling, then I am less worry.

I check annoucement. There is no announcement.

Dragon 328, Please advice. Any bad news like YTL lost in the MRT3 project?

Anyone stop loss?

Is there any bad news that we don't know?

Thanks hng33 for all the information. But the sell down continues. I hope the 2.30 pm session will stabiles.

Forceful sell down in low volume. How?

Regulated Short Selling (RSS) and Intraday Short Selling (IDSS)

Every day at 0.965/0.97, it will pull back.

Tonight 8.30 pm, USA CPI (inflation) reading will be released. They expect a 4.1 reading as compared to 4.9 the previous month. I am doubtful it can drop so much to 4.1. See how. Thursday (Malaysia time 2.30 morning), the Federal Reserve will announce to pause rate hikes or to raise another 25 basis point.

This morning I thought both YTL and YTLPOWER will be green but instead they are in a sea of red together with their structured co-warrants. Fortunately the close at white/green.

I dare not add YLTPOWER yet. I need to wait YTL moves to the stable zone first. Now YTL is very choppy. This morning I thought YTL will move towards RM1 but it drops to RM0.935 instead.

ChloeTai

https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=6742

The above is a very good link. It shows the company quarterly earnings so that we can compare YoY and QoQ. It also shows all the announcements made by the company (We can see how EPF heavily selling the YTLPOWR shares. When they are the substantial shareholder, they must report the number of shares they disposed. When they are no longer substantial shareholder, they don't have to announced. So, we don't know what EPF is doing). It also includes highlights/news about the company (e.g. by THE EDGE). Just change the code (last four digits) and you can see the same contents of other companies.

https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=4677

The above is a very good link. It shows the company quarterly earnings so that we can compare YoY and QoQ. It also shows all the announcements made by the company (We can see how EPF heavily selling the YTL shares. When they are the substantial shareholder, they must report the number of shares they disposed. When the are no longer substantial shareholder, they don't have to announced. So, we don't know what EPF is doing). It also includes highlights/news about the company (e.g. by THE EDGE). Just change the code (last four digits) and you can see the same contents of other companies.

Knowing that EPF is selling heavily, short sellings were also done by stockists. This makes situations worse.

The good thing today is YTL closed at 0.95/0.955 (nearer to RM1) while YTLPOWER dropped only by 1 sen despite the heavy selling by EPF.

EPF wants to sell all shares in YTL and YTLPOWER. They need cash. According to one forumer, it will take around 80 days to still all shares. Got to wait until end of August.

En Wahidul, EPF has seased to be a substantial share holder in both YTL and YTLPOWER. That means EPF has less than 5% shares left. The balance 5% shares left is still a lot. EPF still has more shares left in YTLPOWER as compared to YTL.

PaiKia, Can you please look the comments in the YTLPOWER forum.

EPF still selling heavily on both YTL and YTLPOWR.

Pemberian subsidi kawalan harga telur dan ayam diteruskan. (Flip-flop government. Just announced the prices of eggs and chickens will be floated, in 24 hours time, change back to be capped.

CGS CIMB, June 7, 2023
• Reiterate Add with a higher SOP-based TP of RM1.28 as we lift our FY23-25F EPS by 12-64% on better earnings for YTL Power and MCement.
• YTL is an underappreciated cash-generating conglomerate with utilities, cement and construction as its medium-term growth engines.
• Construction opportunities include MRT, industrial warehouses and HSR.
We reiterate our Add rating on YTL and maintain it as one of our top picks. Given its strong 3QFY23 earnings driven by cement and utilities, we are raising our FY23F-FY23F EPS by 12-64% to factor in our revised earnings forecasts for YTL Power and MCement.
In line with the increase in our earnings forecasts, we also lift our SOP-derived TP to RM1.28 from RM1.00 previously. This factors in
i) Our higher TP of RM1.70 for YTL Power (vs. RM1.40 previously)
ii) Our higher TP of RM5.08 for MCement (vs. RM3.97 previously)
iii) Valuation of its construction business based on a sustainable orderbook of RM6bn and pretax margin of 5% for FY23F-26F which we think is fair given its current orderbook of RM3bn as at end- 3QFY23 and promising prospects for new orders from internal property projects, MRT 3 and other industrial warehouse projects. We used a FY25F P/E of 12x construction profits previously.

What’s the attraction of YTL?
(1) Construction flows to pick up, HSR an added bonus
(2) Cement business on a stronger footing
(3) Data centres: another growth engine and housed under YTL Power

https://www.ytl.com/shownews.asp?newsID=5198&cID=1&category=analysts

EPL (Energy Profit Levi) tax by UK government for companies doing oil and gas business in UK shared by FINANCE REAL LIFE will make DNEX forever lost in their balance sheet till 2028. Hopeless already.

Dear brothers/sisters, has our government made an official announcement regarding the removal of price ceiling caps on the prices of eggs and chickens?

Wahidul, has the government make an official announcement already?

Dear GorengWatch, Is it safe to buy CAB warrants at < 0.10? Be aware CAB is a super low volume counter.

Ex-date 26 May 2023. Mother share closed at 0.665. Exercise price 0.63. Warrant price 0.035++

OK. Sold RM0.80 (bought RM0.785). No gain, no loss. Scared of EPF.

I am worry with this statement:
"Its revenue rose 13% y-o-y to RM20.4bil compared to RM18.1bil for the previous corresponding period ended March 31 2022, while pre-tax profit escalated 183% to RM1.31bil, after adjusting mainly for the one-off gain of RM923.9mil arising from the disposal of its investment in ElectraNet."
https://www.thestar.com.my/business/business-news/2023/05/25/ytl-corp-3q-net-profit-surges-over-three-fold-q-o-q

Yes, Hume Industry also reported an improved result for its cement sector. But EPF keeps on selling on strength. Today each time it reached 0.785/0.790, EPF sold heavily. Few hours of rise, sold down by EPF in 1 second. 😥

Next week, all three counters YTL, YTLPOWR and MCEMENT will announce the third quarter results simultaneously. YTLPOWER and MCEMENT will 100% be a good reports (Due to drop of coal price and readjusted higher selling price and sales volume). Bersatu teguh, bercerai roboh. Hopefully, the mother share YTL performance will be excellent as well as their subsidiaries are doing well. Theme play HSR.

Blindly bought at RM0.785. Now at a lost. I think will go down 5 market days, before recovers.

Dear hng33, now the price of CAB is 0.755. The exercise is RM0.63. The difference is + RM0.125. Do you know how to calculate the adjusted price of the mother share after ex-bonus?

Dear hng33, now the price of CAB is 0.755. The exercise is RM0.63. The difference is + RM0.125. Do you know how to calculate the adjusted price after the mother share after ex-bonus?