Posted by hng33 > Sep 27, 2024 2:03 PM | Report Abuse

Take note, before Data Center maiden profit start to kick in after Q2 2025, YTLp future profit for next 2-3 quarter will slump down significantly due to

1. Major profit contributor, Power seraya profit margin decease due to expire super low locked in 2 year feed gas end.
2. Major profit contributor, Power seraya profit exchange to RM decease by 8% due to weaken in SGD
3. Major profit contributor, Power seraya wholesale energy price is at 2 year lowest level due to ample supply or lower demand, resulted smaller profit margin in wholesale market
4. Jordan shale power plant and Indonesia power plant profit are denominated in USD, therefore translation will erode as much -14% in reporting RM earning
5. Wessex water also will report lower profit in Rm due to weaken in pound by -7%
6. YTL communication project in sabah at risk if investigation wrongdoing in IbestariNet

Above are all YTLP exiting profit division, which collectively will report much lower profit in next 2 or 3 quarter, before maiden A1 data center earning start to kick in after Q2 2025

===============

Good write up. Tq hng33

Ringgit appreciates too much too fast is not good for Malaysian business.The effects could be similar to 1997/98 when ringgit nose-dive.

Consider importer and exporter businesses. How to decide on pricing when come to negotiation? Hedging is one effect way, but that involve cost.

You export your products (say to US) in USD, then your dollar worth much less in terms of ringgit, cost of production may be more than your export value. You make a loss.

You import crude oil from Saudi in US dollar earlier, your inventory all are much lower than replacement cost, so refinery has to write off big money to reflect on actual value. Refinery lose money.

Only trading company that import goods from China (especially EV) will make more money, as ringgit appreciates more than RMB. So MR DIY is going to make more profit.

Seems hng33 is more prudent in Bursa.

Posted by hng33 > Sep 27, 2024 12:45 PM | Report Abuse

Very strange indeed for those so call master keep raise target price, citing so call massive profit coming and yet keep ignoring factual that YTL major earning contributor is facing numerous headwind ahead, such as YTL power seraya earlier 2 year extreme super low lock in feed gas price which allow super profit margin for last 2 year have ended soon and factual that wholesale energy price have slump to 2 year lowest at around sgd 80 now + SGD exchange have tumbling to 2.5 year lowest level, which based on exchange alone eroding as much as 8% profit margin forward.

=========================

I concur.

If under LSL, Singapore can issue 2 gaming licences, why not Malaysia? Lee Kuan Yew was not in favour, but his son can do it under his father's nose.

Good idea to have a casino in Forest City since it is already a duty free island, and special financial zone with low taxes.

Proximity and ease of travelling from Singapore will lure more Singaporean to have more thrill and better entertainment in JB. Malaysia already got one in Genting, no harm having another one near to Singapore. Just need to charge a day-membership fee (say rm 100 or 200) for Malaysian to gamble there, and of course Muslim are out of bound.

Play safe. Avoid YTL counters now. Let dust settle first. No fire no smoke.

Go for individual level, no point talking about the national issue.
What is your age now? How much you are earning? Can you save enough for retirement?

Najib has billion ringgit ill-gotten wealth, but he will not give you a single sen.

A quick check here. For those who are 60 now, what is your last drawn salary.
How much was your salary 30 years ago.
What is your nest egg right now?

You need liquid asset around 120 months equivalent to 10 years last drawn salary to retire with quality of life not less favourable than what you enjoy prior to retirement.

How much would be your last drawn salary?
Very easy.
If you are earning 1k at 30 year old, you should be earning around 10k a month at 60 year old. If you earn 5k now, 30 years later you will be earning 50k a month.

For those at 30 year old earning 5k a month now, you will need 6 million to retire by 2055.

Than that is fated.

Posted by ValueInvestor888 > Sep 26, 2024 12:06 PM | Report Abuse

why sell to me so cheap?

====================

If you see value for your money, buy more.
Probably the sellers see things differently

Move to HLIB. Reliable and trustworthy. Most important is wth Hong Leong Bank backing and transfer money out from your trading account is easy as ABC.

FDI coming to all the growth centers especially JB, Klang Valley and Penang(including Kulim and Batu Kawan). Ringgit is appreciating fast. KRI figures are 2 years behind time!

Malaysian economy is booming!

Angka semua telah ketinggalan zaman.
Tak akan tak nampak jualan rumah semakin naik?
Tak nampak restoran penuh dengan pelanggan?
Tak nampak Bukit Bintang, KLCC dan TRX penuh dengan pelancung?

Received 3 sen dividend today. Will receive another 4 sen 6 months later.

Just need to wait for next QR by tomorrow (latest by Monday) to see whether special dividend to be declared and what will be the amount.

Professionalism and efficiency of Crescendo Management again demonstrated in its share split exercise. Declared on 23 July, completion by 25 Sept. Check to see if your split shares already admitted to your accounts. For me, mine (in 2 accounts) already fully credited.

He lost his deposit.

Whole year made 28.5 sen, dividend 3 sen. Again gold price is making record as FED lowering interest rate more and more.


https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3485682

Plenitude declares 3.5 sen dividend today.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3485430

No pay rise no quality service? What type of logic?

Yes. Should hold till 30 Sept to see latest QR and potential special dividend announcement.

Last call! Last call!
Tomorrow ex, no more entitle to free shares!

If Qualcomm successfully taking over Intel will be very good for Malaysia, especially the Penang semiconductor industry. We are having Infineon in Kulim producing 200-mm silicon carbide, and Intel manufacturing facilities in Bayan Lepas will come handy in synergy to produce most advance chip outside Taiwan.

Infineon opens the world’s largest 200-millimeter silicon carbide (SiC) fab in Kulim
https://www.infineon.com/cms/en/product/promopages/kulim-opening/#:~:text=Infineon%20opens%20the%20world's%20largest,technologies%20that%20drive%20energy%20efficiency.

In December 2021, Intel committed to a US$7 billion investments in Malaysia over the course of a decade. The investments are mainly to increase the size of its operations in Penang and Kulim, Kedah. This brought the total committed investment in Malaysia by the US chip giant to US$14 billion as of 2032.

No fire no smoke

Yes. You are right. YTL should not be involved in HSR pending investigation. DSAI's Malaysia Madani govt must walk the talk.

So 1 is pleasure, 5 is death

One is fine, two is better, three is hard to stand, 4 is prolong suffering, 5 is suicidal.
Surely 2 is good enough for population replacement with modest growth. Why 5? You live in India? Bangladesh? Or African country?

Value is one thing. Cost is another.
Whether your degree worth what you paid for.
Local private university education vs public university.
Local private university degree (Twinning program or Branch Campus) vs Overseas main campus degree, any difference in quality and marketability?

Plenitude is going to declare 4 sen dividend today.

Last 2 trading days before ex on Tuesday. Hopefully will breach 5 ringgit today, and move up more on Monday before ex.

Poh Kong is coming strong with expected very good Q4 result.

Pos Malaysia has very lousy service. If you have a AR letter, most likely you will have to make a trip to Post Office to retrieve it.

Renters no need to commit any money to mortgage and maintenance. Surely I would prefer them to rent my units. Lesser people buy the merrier. They are the potential pool of tenants (if not reservoir of tenants).

PPR was capped at 42k now 45k to 60k
PRR was capped at 300k now should be 350k to 450k

CPO won't able to sustain high price for the time being:-

1. Ringgit appreciation against US dollar
2. Stockpile of palm oil at high level
3. India imposed additional 20% import tax https://bernama.com/en/business/news.php/news.php?id=2340388

He is preparing war with NATO. US is sitting far far away to watch with pop corn.

All depend whether you are the boss, or your boss's boss.

Prepare for new job if you insist on no after office call from bosses, best is to be your own boss.

Gold price at record high. So Pohkong will fly next week.

https://klse1.i3investor.com/blogs/kianweiaritcles/2024-09-16-story-h469151961-Gold_hits_all_time_high_on_deeper_Fed_rate_cut_expectations.jsp

Pohkong looks promising today.
QR will be at the end of this month.
Aome insiders may already know what type of profit it is going to make.
For me, whole year will make 30 sen per share.

Speedmart is just mini market operate from 2 shop lots.Head counts 4 to 6 per outlets. Just compare with KK Mart, 7-Eleven, Family Mart, CU, Segi Fresh etc, you will notice Speedmart is paying more than those competitors due to better businesses.

Sunday is a rest day. Monday is a holiday to celebrate Malaysia Day and Maulidur Rasul. Since they are not fall on Sunday, no replacement on Tuesday.

https://klse1.i3investor.com/servlets/stk/chart/6742.jsp

Looking at the chart, 2 ringgit very strong support, 2.50 and 3.50 were the starting price hike with volume. For those who buy at those level will not sell because they bought the share cheaper than the late comers. So 2.50 and 3.50 are psychological support levels.

Should have cut loss at 4 ringgit
Cut loss at 2.70 is a waste, buy more from 2.70 downwards.
Dollar cost averaging is a very practical mean to invest if you still have confident in YTLP.

有人辞官故里
有人漏夜赶考场

I am having very clear exit plan. Before buying, must think of exit, that is to make sure I won't lose money.

After some clarifications form Dragon, I decided I will buy into YTLP too.
I will start at 3 ringgit, testing water.
I will buy bigger amount at 2.50 as I believe that is the next support level, for I see value for my money at that price.
I will gradually buy more and more if YTLP still drift lower and lower after 2 ringgit. Will buy at 10 sen interval till the level I can bear.