Ytl is link to previous HSR, mega project contract for Southern part, johor linking Singapore

bought back YTL at 58sen

EPF is buying, next resistance level st 95sen

need more breakout momentum and sustain above 90sen

Anwar and PM Lee may together hold talk with China gov on HSR financing package

HSR is big impact to boots up Malaysia economic, the link is NOT only to connect KL-singapore, but link up to Thailand ended in China in line with RCEP roadmap for better cross border trading

:D)

:D)

Dividend Payable
Announcement on the final dividend for the financial year ended 31 December 2022 will be made
upon the finalisation of the Audited Financial Statements in March 2023

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3330405

It will declare within these week. Stay tune

Anwar and Loke will visit China high speed railway.

bought more malakroff at 69.5sen

HSR is key catalyst for ekovest

bought ekovest at 40.5sen

Upon completion of the disposal, the group will recognise a gain of RM2.21 billion, based on the carrying value of the investment as at June 30, 2021.....
https://www.theedgemarkets.com/article/ytl-power-dispose-entire-stake-australias-electranet-rm3-bil

YTLP indicate the disposal realize net gain RM 2.2 billion, but in actual only RM 1.2 billion recorded which is due to Austrialia impose 50% capital gain tax on YTLP disposal gain last year. YTLP is seeking to waive capital gain tax due to the electranet stake is long term investment, but, unsuccessful.

If appeal granted, YTLP will able to recoup back RM 1 billion from last year transaction already

bought teoseng at 81sen

sold at 74.5-75sen, locked profit

cut at 40sen

Expect dividend 2.5sen

Teoseng is LHI subsidiary

cut rhb at 5.46-5.47 due to global banking risk

Inflation - food price hike - chicken and egg

bought cck at 71sen

Inflation - food price hike - chicken and egg

Inflation - food price hike - chicken and egg

Chicken and egg price not only increase locally, but also globally like in US, UK, taiwan etc. Feedstock cost like soya, corn are ease off and normalize back but selling price remain elevated. US currency also on weakness, further reduce import cost, boosting up profit margin. Ceiling price will be lifted in next 2 month, selling price will base on market demand

Chicken and egg price not only increase locally, but also globally like in US, UK, taiwan etc. Feedstock cost like soya, corn are ease off and normalize back but selling price remain elevated. US currency also on weakness, further reduce import cost, boosting up profit margin. Ceiling price will be lifted in next 2 month, selling price will base on market demand

The factual is LHI, IPO price at RM 1.10, now slash more than half price and yet earning is recover back to above IPO profit. Now, it need more time to prove that is earning recovery is sustainable forward. Chicken and egg price not only increase locally, but also globally like in US, UK, taiwan etc. Feedstock cost like soya, corn are ease off and normalize back but selling price remain elevated. US currency also on weakness, further reduce import cost, boosting up profit margin

bought LHI at 52.5sen

sold all balance at 1.22-1.23

sold all balance at 94-95sen

Accumulated back all ytlp at 86sen

bought back ytlp at 86sen

bought more layhong at 28.5sen

bought malakroff at 68.5sen

bought rhb at 5.49

bought at 40sen

retain small stake

retain small stake

sold more at 94sen

sold more at 1.23

I think jaks further downside risk is very limited now.

Still keep substantial stake in portfolio

Still keep substantial in portfolio

Bought cab at 68.5sen

Bought jals at 19.5sen

locked profit at 94-95sen

locked profit at 1.22-1.24

Stock valuation is highly attractive, trading at undemanding PE < 4x

Q2 report EPS = 6.26sen, expect much higher earnings next Q result forward