Posted by kasinathan > 2019-05-08 13:06 | Report Abuse

The glut in the cement industry due to unconsolidate of capacity expansion among key players prior to collapse of property market in 2017 will be remained for another 5 years.

Hence, the offer from YTL cement at Rm3.75 was a windfall from sky. Otherwise, the company will be trading below Rm2. 00...

If you have stake in lafarge, better dispose now before unforeseen risk occurs like the changing in the takeover...

Lafarge will not jump, instead will dive

Posted by tai yee > 2019-05-08 14:33 | Report Abuse

same opinion too

Posted by MASTER TRADER > 2019-05-08 15:43 | Report Abuse

RM 3.75 is a very attractive price to pay for a well managed assets despite for a few bad years.Nobody know your business better than your competitor and in this case YTL corp.
Verdict: Keep your shares .