where do you got the source ?

Yeo is a prudence businessman, i dont think he will pay premium. Besides, the Ranhill is not easy to do mandatory takeover which result in being delisted, most likely is maintain listing status. This stock is monopoly for Johor water supply..definitely good potential.

YTLP is good company with vision and clear direction. From the 1st they bought Nov'23, had indicated their direction. They wont simply buy a stake just for investment. There must be vision behind it. Let wait for the price now.

It is really something is brewing, the price breach 1.50 a few times this morning, then calm down subsequently stay 1.48 range. Got shark is accumulating

It is very likely. Power generation has YTLP, water is essential part of data centre. Yeo definitely want to hold his fortune within on hand. Thy start with small holding last year already have this direction.

why the ceo want to request close period trade so last minutes ? only left 1 week for announcement. Normal is at least 2 or 3weeks

The sudden spike in volume & price toward end of Friday trade had signal this. Any taikor got insider news ?

There is potentially YTLP take a rest in range bound RM5.0.
Instead, uts related company eg. Ranhill had been in consolidated mode in past 3 months. Next shd be this counter showtime. This counter volume & price approaching end of trade in Friday.

Likely share purchase or sell the stake to YTL Power.

it is running on forecasted earning capabilities with some uncertainty. Not sure the Nvida data center profit contribution, the timing of this to be materialised and how much can boost the EPS.

Need to liquidate asset, only have enough fund to give those need help eg B40

Read the edge today, SIME DARBY is building data center for a singopre company. I assume it should be at Johor, should the water consumption have to be from Ranhill

May i know this data center business, the SIME Darby is also building now. So the power supply can be from TNB or YTL Power ? or only TNB ?

share price need PAT Q on Q to grow only can hit next level. Because it had been up and factored in YTD Profit growth.

wonder why no highlight on current Quarter to last Quarter comparison

Must use buisiness sense in this economy world. There can make money, there shoud go. But must legal. This is realistic society, not Wonderland.

as read the financial of the company past few years, their water biz in Johor not doing well. Anybody can advise what is the reason ? With the purchase from YTLP, any insider news why they buy a stake, YTLP must be based on some basis.

@RiskRover, how do you get EPS for FY25 become RM5 ?

will those power generation station set up by YTLPOWER, Sarawak Energy become the competitor to TNB ?

if pure based on data center extra demand on water, what will be its EPS FY25?

How is the Ranhill water biz in Johor perform ?

Can i know how do you notice is foreign fund buying YTLP?

But wonder why the market price did not react to this NAB of 4.69. It is kind of slow climb.

Affin NAB is 4.69. If 1 times of PBV, means likely MO at RM4.69. That is huge premium of current price RM2.65.

those bank that with sell call, it is a trap so that can buy low

Majority stake typically will trigger GO..now is a guessing game on price

Sarawak is the center state of attraction at least for coming 10 years. Any investment need the state's approval. Certainly as Affin become Sarawak state bank, gain all the benefits.

looking at current political landscape, the power from East Malaysia is at dominant position. No matters which side in the government. Thus, their controlling bank have the potential to take over any big bank...targeting those current institutional owned bank.

if the MGO offer, based on NTA of RM4.69, with discount of 30% to 40% the price may be higher at least above 3.00. Also it is controlling stake, shall get more premium. Especially LTAT in cash crunch situation. Sarawak will do them a favour