Posted by dompeilee > 2022-09-12 17:01 | Report Abuse

EPF is turning buy HI sell LO into an art LOL

Posted by dompeilee > 2022-09-12 17:03 | Report Abuse

LTH is the current champ in this art...but EPF can at least get a silver medal...witness EconBhd, Pestech etc etc

Posted by 1pingpong > 2022-09-12 17:41 | Report Abuse

EPF selling non stop. Some people inside here still think will go up like early days...worse still is getting very excited with the coming dividend....

Posted by Fuyohhh > 2022-09-12 18:44 | Report Abuse

Past is past, you buy counter based on past data? Past data make price up or down lol hah, 1st day izit trade? give some fact and useful thing why 45c, and of course you can follow EPF too. Nothing bad

Posted by Fuyohhh > 2022-09-12 18:46 | Report Abuse

Always follow other to trade, see how 6 digit burn then get mad, what else more.

Posted by Fuyohhh > 2022-09-12 19:07 | Report Abuse

We always welcome people who give decent fact and info, even is not good will accept too but without any support fact simply 50c then what 45c, go scroll back what you throw. I feel good by not having your compliment for smart, and yes possible 45c too, everything possible and depend how you perform skill, so now can get what I mean? Haha

Posted by Fuyohhh > 2022-09-12 19:11 | Report Abuse

Not even thinking got people who hold from ytl ipo till now except Yeoh family, but who cares? Go dig back deeper counter price history, is this forever down and no even 1day up? Ask yourself then come debate again

Posted by Fuyohhh > 2022-09-12 20:13 | Report Abuse

before MCO lockdown+politics change, what is the height for counter price+qr perform, now after gain on digital bank, reopening business, politics all going towards positive more. Low for decades but high chance go up, just need that once all will worth. And at least people buying for contributing, so now come tell everyone what you contribute or actions? Or like glove you buy and live highest floor condominium lol

Posted by 1pingpong > 2022-09-13 09:40 | Report Abuse

Fuyoh. The more you talk, the more foolish u appear. So pls stop before you reached a point of no return. By the way, I am no talking to u in the first place. Its u yourself barged in uninvited. You want to win in this chat room with long word on all the self presumed assumption , be my guess ya.

Posted by Fuyohhh > 2022-09-13 13:29 | Report Abuse

I more worry your mental health, you can't even prove or provide solid reason or fact to support your 45c statement, then mad on me because I had reveal you haha? And seem your parents never teach you manner as well, show us how smart are you then. Who burn 6 digit call others fool wakaka

Posted by dompeilee > 2022-09-13 15:35 | Report Abuse

Looks like EPF very determined to dump...

Posted by 1pingpong > 2022-09-13 15:57 | Report Abuse

Epf is doing good job to get 0.45c. Good job EPF.

Posted by 1pingpong > 2022-09-13 16:18 | Report Abuse

By the fuyoh, you r showing dreadful sign of loneliness. Pls go get help ya. This is my honest comment.

Posted by 888STOCK888 > 2022-09-13 17:09 | Report Abuse

Don't give up your dreams..... Keep sleeping.... =D

Posted by Fuyohhh > 2022-09-13 18:38 | Report Abuse

Whatever, whoever lose is the 1 who feel the pain. And I almost forget to say that your assumption is superb as well loneliness wakaka. Why I ask you only, because you are the 1 who simply throw tp

Posted by Rambutan9 > 2022-09-21 22:44 | Report Abuse

Orna is in the process of M & A,hope this is not the next one.I said so because the price is so low and the Yeoh family is major shareholders.

Posted by 888STOCK888 > 2022-09-22 12:43 | Report Abuse

Yeoh family is major shareholder.... This is the biggest common problem.....

They have no incentive/motivation to increase the share price...

They own most the shares anyway....

They will receive most of the dividends anyway...

Posted by Rambutan9 > 2022-09-22 13:18 | Report Abuse

That said, small investors should look for greener pastures elsewhere.

Posted by Rambutan9 > 2022-09-22 14:29 | Report Abuse

For more than a decade now,I am still holding this counter, regret to say that I dropped from high floor to basement now.

Posted by 888STOCK888 > 2022-09-24 03:48 | Report Abuse

You are not the only one....

This is old video, comment about YTL: https://youtu.be/_CjO_x8hoK0

Or go YouTube: YTL 管理层靠不靠谱？私有化让公司得益还是股东得益？

Anyway, the management won't care. They only care about YTL Family.

Posted by tonywong8 > 2022-09-24 09:50 | Report Abuse

Lately, most of the big business development in YTL Group was at YTLpower. Will YTLpower be privatised? I think will not because they are growing the company and definately will push up the value. Indirectly will benefit the mother company.

Posted by Noni > 2022-09-25 07:49 | Report Abuse

You hold, they win, you wait, they party!

Posted by Rambutan9 > 2022-09-25 08:11 | Report Abuse

Noni, your comment is a good one.

Posted by tonywong8 > 2022-09-25 15:48 | Report Abuse

UK corporation tax rise cancelled, keeping it at 19% for next year 2023. Will credit back the allocation of Rm540.5 M soon.

Posted by myway > 2022-09-29 15:21 | Report Abuse

EMPLOYEES PROVIDENT FUND BOARD
Acquired 3,000,000 shares
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3295528

Posted by 888STOCK888 > 2022-09-29 16:04 | Report Abuse

Look at the share price after the announcement??? Dropped to 0.55 from 0.565 with heavy block at 0.56

enough commenting, bye bye

Posted by Fuyohhh > 2022-09-29 22:54 | Report Abuse

Is ok, up or down just let time prove it, no need argue much, have own analysis. Market is bad now, if scare then throw just bye easy peasy, without force anyone to stay. After Glove drown, looking for hot money flow where, good dividend+big cash+discount tut tut tut

So far can see is many lose money due bad timing then mad, understandable

Posted by dragon328 > 2022-09-30 09:56 | Report Abuse

General market sentiment is weak with a lot of external uncertainties. Most companies and stocks are affected and down. If we look at share price performance of selected companies in past 3 months from 1st June 2022, YTL share price performance is not too bad:
Astro -20%
CIMB +2%
BPlant -37%
Genting -15%
Harta -60%
MRDIY -9%
Topglove -58%
MPI -10%
Inari -5%
YTL -12%
YTLPwr -7%

Posted by dragon328 > 2022-09-30 11:24 | Report Abuse

With US Fed raising interest rates so aggressively, risky assets like bonds and stocks tumble across the globe. There is no good place to hide, hence many fund managers sell bonds and stocks in the rest of the world and move funds back to the US for the high interest rates and bond yields there, indirectly pushing up US dollars to decades high.

Where to park out money then? I would say a good place to park is in quality stocks that give high dividends with underlying business that is resilient and can withstand the onslaught of rising interest rates and strong USD.
YTL Corp will be one good candidate to consider - as its earnings outlook for next 2-3 years is still bright: YTL Power seeing strong earnings rebounds from PowerSeraya, potential turnaround in Yes business with strong takeups in its 5G offerings, maiden contribution from green data centre park and digital bank, strong operating cashflows from its cement division, strong rebounds in tourist footprints to its hotel business and shopping malls etc.

Posted by dragon328 > 2022-09-30 11:32 | Report Abuse

No doubt that its share price has dropped from a peak of RM2.10 back in 2012-2014 to a low of 50 sen. That coincides with declining earnings in the past 10 years, the bulk of which was caused by unavoidable factors such as the expiring of Power Purchase Agreement for its Malaysian power stations despite numerous attempts to extend the contracts, the lack of large infrastructure projects in Malaysia that has caused soft demand for cement and COVID-19 pandemic that caused its hotel business to a standstill etc.
But we can see the YTL management has been trying hard to improve the company financials, for instance selling off non-core and peripheral assets such as some small land parcels at Genting for RM403 million, disposal of Dama Cement China for RM570 million and disposal of ELectranet Australia for RM3.066 billion, all at substantial profits (average at 275% premium to NTA), also the successful integration of YTL Cement into Malayan Cement, bagging the precious digital bank licence, starting of the green data centre park, and strong roll-out of 5G offerings etc.

Posted by dragon328 > 2022-09-30 11:36 | Report Abuse

Things are looking up for YTL from its various new initiatives. Based on my earlier projections, YTL will register strong operating cashflows of over 10 sen per share as early as from FY2023 onwards, so it may be able to declare dividends of 5.0 sen or above from FY2023 onwards.

Back in 2014-2015, YTL was giving out dividends of 10 sen to 12 sen every year, and has distributed total dividends of RM28 billion over the years. As the Yeoh family is the largest shareholder in YTL Corp, so there is no reason to doubt that YTL will have all the intentions to declare high dividends as much as it can, as it will benefit the Yeoh family as well as all the minority shareholders.

Posted by myway > 2022-09-30 16:20 | Report Abuse

EMPLOYEES PROVIDENT FUND BOARD
Acquired 2,921,000 shares
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3295948

Posted by trader808 > 2022-10-01 13:25 | Report Abuse

Dragon 328 wrote. I copy n paste
"Back in 2014-2015, YTL was giving out dividends of 10 sen to 12 sen every year, and has distributed total dividends of RM28 billion over the years".
Is this true?

Between 2001 to 2011 (10 years) YTL has issued share capital 1.8b shares at 50sen par value.
1. During this period it has distributed 15% cash dividend and at 50sen par value it is 7.5sen. SO dividend distributed over the 10 years were 1.85b shares x 7.5sen x10 yrs = Rm1.3875b

2. In 2011 YTL has a corporate exercise to split the shares 5: 1 and the par value was reduced to 10sen and the share capital was enlarged to 1.85x5=9.25b say 10b shares
Together with the distribution of treasury shares plus ESOS over the years the share capital has enlarged to 11b shares today.

3. From 2012 onwards YTL has distributed the following dividends over the years.
2012 =3sen
2013 =3sen
2014=10.5sen
2015=9.5sen
2016=9.5sen
2017=5sen
2018=4sen
2019=4sen
2020= nothing. it gave treasury shares 1; 30
2021=2.5sen
2022=3sen with x -date 10/11/2022
The total dividend over the period from 2012 to 2022 is 54sen
Take 11b x 54sen = RM5.94B
Therefore the total dividend distributed was 5.94b + 1.3875b = rm7.32b.

Posted by dragon328 > 2022-10-01 15:01 | Report Abuse

@trader808, the total RM28bn of dividend payouts is the sum of dividends by all the listed entities of YTL group, i.e. YTL Corp, YTL Power, YTL REIT, SG REIT, YTL/MCement etc over the years.
In the good years of 2014-2017, total dividend payouts from YTL Corp alone already amounted to almost RM1.0 billion a year. (12 sen or RM1.289bn in FY2014, 10 sen or RM1.03bn in FY2015, 9.5 sen or RM1.03bn in FY2016, 5.0sen or RM600m in FY2017)

Posted by dragon328 > 2022-10-01 15:06 | Report Abuse

Due to lower earnings in past few years, YTL Corp still gave away over RM300m of dividends every year, almost 100% of free cashflows (operating cashflows after debt service and necessary capex). This clearly shows that YTL management has endeavoured to distribute as much dividend to shareholders as possible at each company level, i.e. from YTL Power & Mcement & REITs to YTL Corp and from YTL Corp to all shareholders

Posted by dragon328 > 2022-10-02 20:34 |

Post removed.Why?

Posted by DividendGuy67 > 2022-10-03 01:24 | Report Abuse

YTL price has been falling for 10 years from RM2+ down to 50-58 sen. Valuation is not demanding. Dividend yield is higher than FD rates. I am thinking of getting in at this multi-year low price to hold for next 5-10 years. Looks like very good chance to come up ahead than FD rates next 5-10 years.

Posted by dragon328 > 2022-10-03 08:33 | Report Abuse

It is definitely a good time to accumulate YTL which is at decades low. But stock market sentiment is very bad now, negatively affected by various external factors. We need to find a good time to accumulate more when downside is limited, I hope it can find a floor at 0.50-0.55 in next few months.

Posted by myway > 2022-10-03 14:14 | Report Abuse

EMPLOYEES PROVIDENT FUND BOARD
Acquired 1,800,000 shares
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3296557

Posted by dragon328 > 2022-10-03 16:39 | Report Abuse

As I mentioned in the article, YTL gave away 3.0 sen dividend for FY2022, yielding 5.5% at current share price. This will make it a suitable long term investment for funds like EPF who gave out dividends of 5.2% to 6.1% in past 4 years.

Posted by GhostRider999 > 2022-10-04 11:54 | Report Abuse

US inflation rate has reached it peaks in Jun 2022 and starts decreasing until now. Fed may relax it int rate hikes soon. Recessions will not be materialised.. Starts collecting

Posted by myway > 2022-10-04 13:19 | Report Abuse

EMPLOYEES PROVIDENT FUND BOARD
Acquired 3,000,000 shares
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3296924

Posted by dragon328 > 2022-10-04 14:29 | Report Abuse

For reason unknown, the admin has removed my posts. Now reposting

https://klse.i3investor.com/web/blog/detail/dragon328/2022-10-02-story-h1650023261-YTL_The_Journey_Continues_to_the_Land_of_Rising_Sun

Posted by myway > 2022-10-05 14:29 | Report Abuse

EMPLOYEES PROVIDENT FUND BOARD
Acquired 10,233,800 shares
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3297253

Posted by myway > 2022-10-07 19:22 | Report Abuse

Budget 2023: DNB to spend RM1.3 billion to achieve 70% 5G population coverage
https://soyacincau.com/2022/10/07/budget-2023-digital-nasional-berhad-5g-rm1-3-billion-70-pct-coverage/

Posted by myway > 2022-10-07 20:41 | Report Abuse

TM、Celcom、DIGI 同意入股DNB
另一家将会入股DNB的电信商，是杨忠礼机构（YTL，4677，主板公用事业股）旗下的Yes。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E3%80%905g%E3%80%91tm%E3%80%81celcom%E3%80%81digi-%E5%90%8C%E6%84%8F%E5%85%A5%E8%82%A1dnb

Posted by myway > 2022-10-08 08:45 | Report Abuse

Four Malaysian telco firms agree to take stakes in govt 5G agency
https://finance.yahoo.com/news/four-malaysian-telco-firms-agree-130422512.html

Posted by tonywong8 > 2022-10-09 11:34 | Report Abuse

D328, What is the benefit to be minority share holder of DNB? YES will has to subscribe Rm286 M in DNB.

Posted by dragon328 > 2022-10-10 14:17 | Report Abuse

tonywong8, I am not too sure, but first getting a 20% stake will enable YTLPower to equity account of DNB future profits (getting anything less will not make it possible). DNB being the only body rolling out the 5G backbone in the country will likely be able to generate some reasonable returns on its investment, as private telcos own a collective 65% stakes and would not make it to lose money. The 5G service fees will be structured such that DNB will be able to make a high single digit return on investment, I think.
Secondly, being one of the larger shareholders, YTL will be able to participate in future decision and policy of DNB and the 5G industry as a whole, taking some advantage to protect its interests and to ensure level playing ground for all 5G service providers.

Posted by tonywong8 > 2022-10-10 18:37 | Report Abuse

Thanks D328. Look like another regulated asset. Will not lose money.