Posted by xiaochen > 2023-07-05 08:35 | Report Abuse

Pestech fingers YTL’s construction unit for negative cashflow woes
https://www.freemalaysiatoday.com/category/highlight/2023/07/04/pestech-fingers-ytls-construction-unit-for-negative-cashflow-woes/

Posted by Pinky > 2023-07-05 09:03 | Report Abuse

most if not all construction main contractors squeeze their sub cons

Posted by shpok4574 > 2023-07-05 09:05 | Report Abuse

@hng33, sold all at 1.08????

Posted by ChloeTai > 2023-07-05 09:55 | Report Abuse

@hng33, why? Isn't it we wait together for the next quarter results? Ins't it we wait for RM1.10?

Posted by shpok4574 > 2023-07-05 13:56 | Report Abuse

@ChloeTai, hng3 jump ship to other counter, will you follow?

Posted by ks5S > 2023-07-05 14:22 | Report Abuse

i buy more.

Posted by Ravi Kumar > 2023-07-05 17:32 | Report Abuse

So what? Pestech badly managed and want to blame others??? Wakakaka lol

xiaochen

Pestech fingers YTL’s construction unit for negative cashflow woes
https://www.freemalaysiatoday.com/category/highlight/2023/07/04/pestech-fingers-ytls-construction-unit-for-negative-cashflow-woes/

8 hours ago

Posted by kmchua888 > 2023-07-08 10:12 | Report Abuse

taking a break after the recent share price spike.

Posted by David Gunter > 2023-07-08 15:20 | Report Abuse

Nice write up in The Edge Weekly

Posted by speakup > 2023-07-08 15:51 | Report Abuse

Yes very nice article. Very positive. First thing next monday, just close eye & tekan Buy!

Posted by probability > 2023-07-08 18:15 | Report Abuse

https://www.thestar.com.my/business/business-news/2023/07/08/green-push

Since 2022, Laos has been exporting 100MW of green energy from its hydro power plants into Singapore, and has been paying TNB wheeling charges for that.

It is being done through a project involving four Asean countries in cross-border electric trade.

“If Laos can be selling green energy into Singapore via Malaysia, Malaysian producers should be allowed to do the same,” notes an industry player who is waiting with bated breath for the details of how local producers can export to Singapore. TPA will be a game changer

Perhaps even more significant is the planned opening up of Malaysia’s electricity grid to third parties, known as third-party access or TPA.

Posted by super911 > 2023-07-09 17:15 | Report Abuse

https://theedgemalaysia.com/node/674058

Posted by hng33 > 2023-07-10 15:18 | Report Abuse

Probability
There is pros and cons for cross border electricity trade. The green electricity production cost is Malaysia, Loas is much lower than gas fuel production cost in Singapore. If Singapore gov to import huge green electricity, it will affect Singapore gas fuel power plant profit margin forward. Although most of YTL electricity now is contracted for 6 month- 2year, but if large amount of green energy is export to Singapore, it will affect Singapore wholesale energy price.. If wholesale energy price is much lower than contracted price, it will discourage end user to lock their electricity for long contract period, instead, will opt to source much cheaper power from wholesale market, especially if wholesale power market is flush with green energy supplier.

YTL seraya own 3000 MW gas power plant in singapore and currently enjoy attractive profit margin above 20%.
Since begins 1 July, Singapore wholesale market selling price have normalize, back to range 120-250 MWh compared to earlier selling price level more than 400 MWh and now also lower than contracted power traffic at 289 MWh. If Singapore continue import a lot more energy, it will eventually affect YTL seraya profit margin in future although if can offset partly through cross border trading fees.

https://www.nems.emcsg.com/nems-prices

Posted by hng33 > 2023-07-10 15:48 | Report Abuse

It is imbalance to known only positive element in stock, it need both positive and potential negative that will affect stock perfromance. Use own discretion to assess risk and reward

Posted by cwc1981 > 2023-07-11 14:59 | Report Abuse

Mmm

Posted by David Gunter > 2023-07-11 17:09 | Report Abuse

Ini kali lah

https://theedgemalaysia.com/node/674383?fbclid=IwAR1w0-SXuxkXVZ31LYI4aYTotGR7em73OK_jwPNdzBfsFY6OT0vlxy9yBWw

Posted by cktay > 2023-07-12 01:31 | Report Abuse

HSR is officially on.
https://www.malaymail.com/news/money/2023/07/11/myhsr-corp-seeks-kl-singapore-high-speed-rail-proposals-from-local-international-firms-and-consortia/79101

Posted by cktay > 2023-07-12 01:31 | Report Abuse

https://www.myhsr.com.my/rfi

Posted by speakup > 2023-07-12 07:39 | Report Abuse

HSR going retendering. YTL need to retender just like everyone else

Posted by shpok4574 > 2023-07-12 09:19 | Report Abuse

waiting for hng33 to buy back then only up

Posted by Muyutin > 2023-07-12 10:10 | Report Abuse

Sell 108
Buy 104
Very tire as Human Being

Posted by ValueInvestor888 > 2023-07-12 10:15 | Report Abuse

Has to support Anwar govt if they can survive this state election, HSR is a go which will boost economy. Muhiddin govt cancel HSR and pay hundred of millions compound which is very "clear"....

Posted by Cryptolover > 2023-07-12 10:22 | Report Abuse

yea if HSR is really back, our economy may actually take flight again, see if got any weak holders throw ticket before election

Posted by cwc1981 > 2023-07-12 10:25 | Report Abuse

If can push through 1.10 would be good

Posted by PalaniR > 2023-07-12 12:24 | Report Abuse

breaking RM1 is good enough, now wait to receive high dividend from them 😀

Posted by Alex Chua > 2023-07-12 13:20 | Report Abuse

If lost the tender might be good thong no need to take the long term risk of running the hsr not proven business. Sell cement to whoever wins might be more lucrative. Anyhow win win situation.

Posted by M55555 > 2023-07-12 14:58 | Report Abuse

1.1 today. Look forward to go back to 1.30 and above

Posted by Ravi Kumar > 2023-07-12 15:10 | Report Abuse

Don't just look at HSR look at their current assets. I think YTL is great in the long game

Alex Chua

If lost the tender might be good thong no need to take the long term risk of running the hsr not proven business. Sell cement to whoever wins might be more lucrative. Anyhow win win situation.

Posted by troy88 > 2023-07-12 15:22 | Report Abuse

Fantastic! As expected was going to break 1.10

Posted by cwc1981 > 2023-07-12 15:28 | Report Abuse

1.11 liao

Posted by hng33 > 2023-07-12 15:54 | Report Abuse

bought back ytl at 1.10

Posted by ncy810116 > 2023-07-12 16:01 | Report Abuse

wao... new high

Posted by troy88 > 2023-07-12 16:08 | Report Abuse

The comeback king. Used to be RM2 in it's glory years..

Posted by cwc1981 > 2023-07-12 16:10 | Report Abuse

What year was that troy88?

Posted by hng33 > 2023-07-12 16:22 | Report Abuse

HSR theme is back

Posted by hng33 > 2023-07-12 16:22 | Report Abuse

MRT3 award contract also due to announce

Posted by hng33 > 2023-07-12 16:24 | Report Abuse

Accumulated more YTL, all at 1.10

Posted by hng33 > 2023-07-12 16:26 | Report Abuse

With construction theme (MRT3 and HSR, building material and cement + revaluation surplus on YTLREITS, YTL share price should outperform YTLP soon

Posted by Ravi Kumar > 2023-07-12 16:54 | Report Abuse

1.30 coming

Posted by ValueInvestor888 > 2023-07-12 18:00 | Report Abuse

https://www.malaysiakini.com/news/671693

Not likely to change govt even PN and PAS who only talk religion but no care of economy win big

Posted by ValueInvestor888 > 2023-07-12 18:08 | Report Abuse

i hope voters have wisdom to vote in this state election and let Anwar govt lead for 5 years. If not happy only change in next election. Msia cannot affort to have another political uncertainties.

Posted by cwc1981 > 2023-07-12 20:19 | Report Abuse

https://www.msn.com/en-my/money/topstories/putrajaya-wants-revived-kl-singapore-hsr-to-be-fully-funded-by-private-sector/ar-AA1dLbHm?ocid=hpmsn&cvid=64a60ef5ddd34f3581fa875a49b1f107&ei=22

Posted by hng33 > 2023-07-12 20:21 | Report Abuse

As for commercial viability, Mohd Ikhsan noted that based on 10 HSR operators globally that publish their financial results, nine are “commercially viable at the earnings before interest, taxes, depreciation, and amortisation (Ebitda) level”

Posted by cwc1981 > 2023-07-12 20:34 | Report Abuse

Just came out in the new the traveling time from Singapore to KL approximately 90 minutes

Posted by cwc1981 > 2023-07-12 20:34 | Report Abuse

Amazing

Posted by speakup > 2023-07-12 21:37 | Report Abuse

yup, more malaysians will go work in singapore to earn higher salary

Posted by speakup > 2023-07-12 21:38 | Report Abuse

HSR is game changer cos our skilled labour will go work in singapore faster.
unskilled labour can stay behind work in malaysia.

Posted by speakup > 2023-07-12 21:40 | Report Abuse

i think easily 20% of our skilled labour in klang valley will use HSR to go work in singapore
Game changer!

Posted by speakup > 2023-07-12 21:42 | Report Abuse

HSR is the right move. Make it easier for our skilled labour to earn higher salary. 3.5X more! Earn in expensive Singapore Dollar, live in klang valley spend cheap Ringgit.

Posted by speakup > 2023-07-12 21:43 | Report Abuse

Now this opportunity mostly open to Johoreans. With HSR, it will open up this opportunity to Klang Valley folks. HSR go go go!!