Posted by Sami_Value > 2023-06-14 11:35 | Report Abuse

sabar la....1 more week to go...
got RSS & IDSS joining to play :)

Posted by ChloeTai > 2023-06-14 12:37 | Report Abuse

Regulated Short Selling (RSS) and Intraday Short Selling (IDSS)

Posted by hng33 > 2023-06-14 13:34 | Report Abuse

SGD = RM 3.46
Pound = RM 5.82

Posted by hng33 > 2023-06-14 13:34 | Report Abuse

https://www.geneco.sg/

YTL seraya marketing division, Geneco, have many marketing strategy to grab Singapore electricity market share, promotion and rebate through many bundle package to lock in customer for 6 month, 12 month and 24 month and rebate through auto bill with credit card

Posted by hng33 > 2023-06-14 13:36 | Report Abuse

The cement unit price index rose in January (2.6% m-o-m, 9.3% y-o-y), February (6.8% m-o-m, 9.6% y-o-y), March (1.1% m-o-m, 10.2% y-o-y), and April (0.3% m-o-m, 7.7% y-o-y).

The average price of cement (ordinary Portland) rose 1.4% to RM22.81 per 50kg in May 2023 from RM22.50/50 kg in April 2023

But, the major cost of cement production, coal, fell to $140 per tonne, the lowest level since July 2021, down almost 70% from its record high of $457.8 reached in September last year, resulted big leap up in cement profit margin expansion

Posted by ValueInvestor888 > 2023-06-14 13:56 | Report Abuse

both SGD and Pound also increased a lot vs RM. Next quarter results should be very good as well

Posted by Ran271221 > 2023-06-14 15:58 | Report Abuse

Warren Buffett kata pasti akan naik, tak tahu bila berlaku.

Posted by hng33 > 2023-06-14 17:27 | Report Abuse

Question 1
How much was the outstanding construction order book as of 30 June 2022? What are the
key construction projects in hand? As the construction of Gemas-Johor Bahru electrified
double track project, one of the largest construction projects undertaken by the group in
recent years, is at the tail-end, how does the group intend to replenish the order book of the
construction segment?

Question 1– REPLY
The outstanding order book is about RM10.9 billion.
In addition to Gemas, our Group has secured contracts for infrastructure developments
including solar power generation and digital infrastructure for telcos.
Industrial contracts include development, design and construction of data centers, and two
industrial warehouses, where we have the ability to build for clients as well as build-to-rent,
facilitated by a new logistics team to support leasing for mega warehouses.
On the residential property front, we will be embarking on a new residential development in
Kwasa Damansara, and our Construction division handles planning, design and project
management for our Brabazon property development project in the UK

Posted by dragon328 > 2023-06-15 08:56 | Report Abuse

Both the Kwasa Damansara and UK Brabazon property projects are multi-year long term projects which may bring in construction work worth billions of ringgit to YTL.

Potential upsides will be for YTLPower to secure more green data centre jobs which will add to its existing RM7.0 billion job streams secured so far.

Posted by hng33 > 2023-06-15 10:24 | Report Abuse

dragon328
Do you know why mcement Q3 profit before tax RM 98m is lower than YTL cement division profit before tax RM 121m? YTL in fact only control about 78% stake in mcement.

Posted by ChloeTai > 2023-06-15 11:04 | Report Abuse

Forceful sell down in low volume. How?

Posted by hng33 > 2023-06-15 11:24 | Report Abuse

Perhaps YTL need to post another sustainable Q result to convince market and built up more confident. In the meantime, wait for coming Q to entitle YTL higher dividend declaration.

Award of MRT3 will be announce anytime soon as tender already open, YTL bid is the lowest at RM 10.8 billion, save RM 1 billion compared to IJM second lowest bid at RM 11.8 billion, just wait for official announcement

Posted by hng33 > 2023-06-15 11:29 | Report Abuse

https://www.youtube.com/watch?v=Gub5sEASrvA
This is a historic date for Jordan, the Attarat Power Plant commenced it's Facility commercial operation, both units have since under NEPCO dispatch supplying energy to the national grid on 30th May 2023, making it the first solid fuel power plant in Jordan to harness the potential of Attarat low quality oil shale as a source of energy for next 25 years and beyond. Our Story started from 2006 and the achievement is a breakthrough since it is not only setting a new industry standards but also reinforcing Jordan's commitment in ensuring energy independency for future.

Posted by hng33 > 2023-06-15 11:47 | Report Abuse

Attarat oil shale-fired power station officially started commercial operation in Jordan on Friday, marking the full operation of Guangdong Energy Group's first overseas mining and power joint venture. The project, which uses local oil shale resources as fuel, cost more than $2.1 billion, including two 277 megawatt recirculating units and support for the oil shale mine, whose an annual output is more than 10 million metric ton
https://www.chinadaily.com.cn/a/202305/31/WS6477022ba3107584c3ac32da.html

Posted by ChloeTai > 2023-06-15 12:22 | Report Abuse

Thanks hng33 for all the information. But the sell down continues. I hope the 2.30 pm session will stabiles.

Posted by hng33 > 2023-06-15 12:58 | Report Abuse

Don need worry about selldown as coming Q will declare higher dividend and anytime soon for MRT3 official award

Posted by ChloeTai > 2023-06-15 14:43 | Report Abuse

Is there any bad news that we don't know?

Posted by ChloeTai > 2023-06-15 14:44 | Report Abuse

Anyone stop loss?

Posted by shpok4574 > 2023-06-15 14:54 | Report Abuse

all ppl run liao lo

Posted by ChloeTai > 2023-06-15 14:55 | Report Abuse

Dragon 328, Please advice. Any bad news like YTL lost in the MRT3 project?

Posted by super911 > 2023-06-15 14:58 | Report Abuse

Maybe you should reduce your position. You are giving yourself too much stress :D

Posted by ChloeTai > 2023-06-15 15:04 | Report Abuse

I check annoucement. There is no announcement.

Posted by shpok4574 > 2023-06-15 15:04 | Report Abuse

sell half if you are worry on the bad news

Posted by ChloeTai > 2023-06-15 15:09 | Report Abuse

shpok4574, My paper loss now is RM1,600. Do you all know what is happening. If it is only short selling, then I am less worry.

Posted by ValueInvestor888 > 2023-06-15 15:13 | Report Abuse

for short term, have to brace for up and down esp when State election is coming...

Posted by shpok4574 > 2023-06-15 15:14 | Report Abuse

Chloe how many you have now? rm1600 is juz a small figure

Posted by cwc1981 > 2023-06-15 15:16 | Report Abuse

Don't worry the selling volume is not much

Posted by super911 > 2023-06-15 15:22 | Report Abuse

instead of worry, now is the best time to load up more.

Posted by ChloeTai > 2023-06-15 15:39 | Report Abuse

I add YTL at the same time when hng33 bought when there is a high volume breakout.

Posted by ChloeTai > 2023-06-15 15:40 | Report Abuse

I too have YTLPower but this one was bought some time ago.

Posted by ChloeTai > 2023-06-15 16:25 | Report Abuse

https://www.nst.com.my/business/2023/04/897175/mrt3-project-cost-review-ready-june

Analysts pour cold water on YTL despite putting in the lowest bid for the MRT3 project. If the analysts are correct, then it will be a very bad news.

Posted by cwc1981 > 2023-06-15 16:34 | Report Abuse

Ada pour cold water?

Posted by dragon328 > 2023-06-15 16:40 | Report Abuse

@hng33, yes I did notice that YTL cement division PBT is higher than MCement PBT despite having a 77% stake in MCement. I think YTL may own stakes in other smaller cement plants and some concrete division that have not been injected into MCement

Posted by dragon328 > 2023-06-15 16:44 | Report Abuse

ChloeTai, I am not aware of any particular bad news for YTL. The current share price weakness is not a big surprise given the poor market sentiment when state elections are around the corner.

Whether or not YTL will bag the MRT3 package at RM10.8bn, nobody knows at the moment. I guess the government has not made a decision yet when focusing on the upcoming state elections. The fact that YTL put in the lowest bid for the above ground package at RM10.8b still gives an advantage to YTL to become the winner, at least the pricing has been made transparent to the public. If the government does not award the package to YTL, it will have to make a good explanation why it does not, either on technical ground or other reasons.

Posted by cwc1981 > 2023-06-15 17:10 | Report Abuse

Yup agreed. Just guessing. Maybe YTL able to give the lowest price due to it self is a construction materials manufacturer. Therefore less markup for cement and etc...

Posted by cwc1981 > 2023-06-15 18:04 | Report Abuse

I believe all the project bidders will definitely submit tender based on the project requirements. Any additional features or over engineering with extra cost is not justifiable

Posted by cwc1981 > 2023-06-15 18:16 | Report Abuse

Francis Yeoh should realized in order to make good profit they can't be continue only being a construction materials manufacturer and supplier. They must involve directly in projects like Sunway and others

Posted by ChloeTai > 2023-06-16 00:57 | Report Abuse

Monday hng33: "bought back YTL at 95 sen." "TA is bullish, heading to breakout RM1.00".
I follow to add YTL. (This was where I was trapped)

Wednesday Wahidul: "Touch 0.975, heading towards RM1, so many buyers queuing".
I have the same opinion.

Thursday: Instead of moving towards RM1, it dropped until support level at 0.91.

Friday: please close at green.

"Why poor fundamental company like SCIB can go up for 11 consecutive market days just because of boardroom tussle to remove 3 directors but fundamentally sound companies i.e. YTL, YTLPOWER and MCEMENT are played (pump and dump) by stockists? Really useless local funds.

Posted by juon > 2023-06-16 08:53 | Report Abuse

Lol, laugh die me

Posted by shpok4574 > 2023-06-16 09:01 | Report Abuse

Chloe, YTL been pushed up from 55c, what are your expectation for YTL price

Posted by hng33 > 2023-06-16 09:32 | Report Abuse

Needless to worry at all. You are invested in re-rating stock, with EPS growth forward + dividend, NOT the speculative stock.

YTLP started to move up after Malaysia lifted energy to Singapore policy and momentum accelerated. after record massive EPS growth.

YTL started to move up strongly follow YTLP and leap up after Humeind report massive improvement in cement operation, spill over to its subsidiary Mcement and YTL go up in tandem. Momentum up again after HSR news and reaffirm after record EPS growth.

Therefore, as long as all above catalyst factor remain, share price will sustain elevated and awaiting for next Q result to reinstate its capability on earning growth, declare higher dividend for re-rating to continue upward forward.

Posted by hng33 > 2023-06-16 09:40 | Report Abuse

We are still in month of June, and currency strength in USD, Pound and SGD continue breaking record high, it will translate into non-operation profit expansion by at least 5%more in next Q due to currency factor alone

Posted by hng33 > 2023-06-16 09:45 | Report Abuse

I cannot figure any other stock can benefited most direct from strength in USD (45% Jordan power, 20% Jawa power, YTL cement export market), Pound (Wessex water, UK property development), SGD (Power seraya + geneco + YTL land)

Posted by hng33 > 2023-06-16 09:52 | Report Abuse

YTL own YTL cement and 78% Mcement will benefited most in current tumbling coal price. Although coal is USD imported, but price tumbling is far more than strength USD cost. Coal form about 25-30% in cement production, lower coal price and elevated cement selling price locally will give profit expansion in next Q following due to time lag factor in coal price adjustment in its feedstock inventory.

Beside, YTL cement in langkawi is hub to export cement to regional market, Mcement also export cement to Singapore, enjoying currency factor too.

Posted by shpok4574 > 2023-06-16 09:58 | Report Abuse

from the hng33 statement, the price direct up liao

Posted by juon > 2023-06-16 10:03 | Report Abuse

lol, price going up again, any water fishes buying when the price moving up

buy high sell low works very well for retailers, kikikikiki

Posted by troy88 > 2023-06-16 10:18 | Report Abuse

recovery and growth still intact despite bursa slump..

Posted by juon > 2023-06-16 10:27 | Report Abuse

aiyo, hitting 0.95 liao....masuk semula? tau mau masuk semula?

Posted by dragon328 > 2023-06-16 10:50 | Report Abuse

@hng33, YTL also owns numerous hotels, resorts and shopping malls across Australia, Japan, UK, Europe and Singapore, which will benefit a lot from border re-opening and strengthening currencies in SGD, USD, AUD and Yen.

Posted by hng33 > 2023-06-16 10:53 | Report Abuse

dragon328
i think most of these property investment are park under SGX StarhillREITS and bursa YTLHosp to enjoy low tax rate. Other valuable are its prime landbank in Sentul (YTL land), Japan and UK (YTLP)