let see any good news on collaboration with Nvidia cloud...Mkt start speculate this news, i think...

after 2 years of Jaks power plant COD, the share price is at historical low due to failure in local businesses. All local businesses are making losses while ALP and executives continued to pocket RM 12m share based incentives...

turnaround play, company share buy back etc. I think the worst is over for glove stocks

i think the worst is over for glove stocks...

can bet small ... anything related to YTL will move...

starting to price in inclusion of MSCI and KLCI...

Two key rebalancing to take note in Nov:
i) MSCI
ii) FTSE

Though MSCI is the larger, more eyes in Malaysia will be on FTSE given that it impacts our KLCI rebalance.

Important to note that cut-off date for market weighted averages for the FTSE is on the 16th of Nov, so we'll be watching weights and sizes til then.

As it stands, Dialog and Westports are in danger of deletions, with automatic inclusions of YTLP and YTL.

Westports itself would be automatically deleted on the basis of being below >35.

break all time high...

waiting for news to be included KLCI Nov review...

johor theme not over yet...

don't know whether how true is the news.. but short term 80 sen looks achievable...

valuation at RM 944m vs current mkt cap of RM 429m...
Another bet look similar to Bplant?

Hong leong plans sell of Ssteel...

@dragon328, do you think this quarter YTLP result will be better than last quarter of RM 1.1b? I am thinking if this quarter result say drop 10% vs last quarter, then YTLP share price may have some short term volatility even we know for sure it is going to better than last year.

BTW, thank you for all your comments which have benefited all investors here.

Israel shut down gas field is a very positive news for YTLP Jordan power plant as Israel has been supplying cheap gas to Jordan. This may explain YTLP price jump big yesterday and today...

any good news? Look like profit taking and consolidation are over....

why drop today?

These MP PNs drawing fat salaries have nothing to do every day talk about race, Bumi cannot sell to non bumi firm lah etc.

I have mentioned that it is not easy for the deal to go thru due to racial politic in Msia...

big boys are buying at 4.50pm @ RM 2.05

today volume transacted is small...a healthy correction for next wave.

Anwar promoting Msia in US currently. If YTLP can secure big name in tech like google to take up some MW power for YTL Green Data Centre in Johor, then price will fly. Just a dream...😄

Will likely be included in FBM Mid 70 Index in coming dec review. More funds will buy as FMB Mid 70 tends to outperform KLCI over last 10 years.

current price is still angel investor price. next year investors will need to pay for inflated IPO price...

this mini PLUS too cheap to ignore even at current mkt cap of RM 2.3B...

any news? Almost certain that price will breach RM 1 in time when tolls open up in stages.
This mini PLUS is a stable growing business with little or no competition, majority owned by IJM...

price surge out of sudden... no chance to buy below 70sen anymore

It is very childish to expect politics to be clean. This is not happening even in US or UK, the countries with the best political system, some may say. The most important thing is we select a right govt. Unity Govt or Pas led govt? Which govt can bring a better Malaysia. Let's move on. HK

now mkt goreng Johor theme. YTLP is also johor play, besides other catalyst like inclusion of MSCI, Jordan power plant and other re-rating...

dividend adjusted all time high price is around RM2.29 at Nov 2010.
All investors are making money in this stock. Buy and hold win big...

more and more parties interested to export power to Singapore, besides laos, Msia...😅

https://www.thestar.com.my/news/nation/2023/09/06/sarawak-in-negotiations-to-build-undersea-power-cable-connection-with-singapore

confirm MSCI entry at mkt cap...

look like hng33 will miss next stop at RM 2 if not buy back at 1.80

target price of RM 2.30 is reasonable expectation for this year...

at current mkt cap of close to RM 15b, will likely be included in KLCI index in coming revision. Price uptrend ahead of quarterly results

mkt theme for this year : Solar and green energy after Rafizi announced National Energy Transition Roadmap lately

YTLP also benefited from the hype and attracted hot money. Other solar play include Slvest, UEMS etc

All research reports expect PowerSeraya to normalise which is good. Take example of Kenanga report, even at normalise earnings from PowerSeraya, they still give TP of RM 1.85. They have not factor in future earnings from green data power centre which has long long growth and able to secure high PE or valuation if they list it as data centre REIT. Look at PE for data centre REIT listed in US you know...

Yes we should vote for PH. PAS/PN is only good at politicking religion and has no knowledge and contribution towards economy development. Let them remains in Kelantan, the poorest state.

YTL closed 4 year high today...better own both and wait for the good results

i think big funds taking profit. RM 1.50 is a good price for those funds who what to cash out.
i3 does not have so much influence on share price. Hopefully EPF done their selling...

ytl share price not affected. only YTLP, likely funds like EPF take profit...
Current price has not priced in extraordinary profit. If you look at analyst reports, their TPs are based quite conservative and sustainable power supply income from Spore. There are other catalysts like UK, forex gain, and other ventures

can only buy low and sell high for glove stocks. wait for RM 1.60-1.80 (price to book) range again to buy...

https://www.thestar.com.my/business/business-news/2023/05/19/msc-to-decommission-butterworth-smelting-plant-for-improved-efficiency

can bet again at RM 2.16, cheap enough

Good quarter results coming...

any good news?

MSC not only tin play but also growth stock as it has capacity expansion...

bursa not very efficient leh, already know myanmar supply issue and tin price up last week, today only up... Give me opportunity to add more at 2.17+ before today jump...

Now everything in right track,eg green power, HSR, less corruption etc. If Anwar govt can survive this state election, investors more confidence Must vote for Anwar govt. If racist party in power koyak all foreign investors cabut...

YTL mkt cap exceeded YTLP
YTL maybe included in KLCI if it continues to go up. Now its mkt cap exceeded Westport

all things look good if Anwar pro-business govt not collape after state election .
And racist Pas and PN and Tun M will make noise for selling land to YTL... PAS should remain to lead the poorest Kelantan state only after state election.