SNS network 35mils profit per year Market cap $1B Up 26% today... Why nobody say it will crash tomorrow? Ytl can buy sns network in cash every year.. So buy 10x sns for 10 year's
Naysayer and dumb arse will call the end of the world is here. look at Sime 18B revenue 340 mio profit is that even worth it? Might as well put 18B in the bank and get 900 mio without working
Keep Calm & Think (The Art of Doing Nothing... Recklessly)
The market has turned, with the KLCI sliding by -10pts to 1,619. The major drags were YTL Power and YTL Corp. Both market darlings fell by -8.2% and -5.4%, respectively, after reporting results that failed to meet investors' high expectations.
Let's put things into perspective.
Firstly, the results are not as dire as they seem. Yes, YTL Power's 3Q24 headline net profit contracted by 17.3%, from RM845.1 million in 2Q24 to RM698.7 million. But let’s look at this relatively:
Analysts estimate YTL Power's net profit for FY2024 to be around RM3,000 million. For the last three quarters, YTL Power has already secured 80% of this target, needing only another RM600 million. Even if the company makes no changes from April to June (4Q24), they will still exceed analysts' forecasts by RM100 million.
In fact, YTL Power is recovering lost ground at Wessex Water, which could break even in the next quarter. The water and sewerage business incurred a loss of (RM51.23 million) in 3Q24 and (RM155.5 million) for 9M/FY24. If this position reverses and breaks even, it will instantly plug a RM200 million gap.
Pricing & Valuation: At its all-time high of RM5.47 per share, YTL Power's annualized FY24 PER is only 14.5x, compared to TNB's valuation of 26x. Isn’t that cheaper? Considering YTL Power's geographic and segmental diversity, along with its management's track record in delivering long-term concession cash flows and foresight. After all, YTL Power is undisputedly the first mover in the industry that brought Hyper-Scale Data Centres into Malaysia.
Stay Calm and Think Before Acting Recklessly
In a bull market like this, sellers beware. You might not be able to repurchase a good stock at low prices after selling it, as the bull market can be unforgiving. Every fall in share price is an opportunity to buy.
Prolonged bull market, where excessive optimism and speculative behavior lead to a sharp and often unexpected downturn.
When the bull market "dies," it often does so dramatically. The sudden realization that prices are overvalued leads to a swift and severe market correction or crash. This phase is characterized by: - **Panic Selling**: Investors rush to sell off their holdings to cut losses, exacerbating the downward spiral. - **Volatility**: Market volatility spikes as prices swing wildly, reflecting uncertainty and fear. - **Liquidity Issues**: During a crash, liquidity can dry up, making it harder to sell assets without significantly impacting prices.
The transition from euphoria to panic can be emotionally devastating. Investors who were caught up in the bull market’s rise may face significant financial losses, leading to a loss of confidence and increased market skepticism.
The phrase "bull dies in euphoria" underscores the importance of: - **Risk Management**: Investors need to be mindful of market cycles and avoid excessive risk-taking during periods of euphoria. - **Valuation Awareness**: Paying attention to asset valuations and economic fundamentals can help avoid investing at the peak of a bubble. - **Emotional Discipline**: Maintaining emotional discipline and avoiding herd behavior can mitigate the impact of market downturns.
This morning selling was from short term traders and short-sighted investors in a form of panicked selling. Actually the Q3 result was not too bad, earnings for YTL and YTL Power were much higher than last year corresponding quarter.
Coming quarters will be stronger for YTL Power and YTL, as Wessex Waters starts to break even in Q4 FY2024, and 1st phase data centre starts to contribute maiden earnings.
The AI data centre division will lead the way to another leap in earnings from FY2025.
less than 5% drop .... considering a 19% drop in earnings from Q3 from Q2 is a healthy correction, the price had incorporated an increase with all the euphoria surrounding ytlp which explains it .... as kown powerseraya which is the fixed deposit earnings showed lower pool prices and even in Q4 can expect another lowered earnings, but this does not dampen the overall upsides.... @dragon328 has articulated all in his blog as follows... therefore have a coffee, take a seat, and enjoy the ride.... roller coaster one nevertheless.... :-) peace
In the minds of our investor & shareholders. There is only 1 or 2 main criteria. Capital gains and growth potential of the company. Whether we buy on dips or pullback is entirely an individual choice. The risk and reward ratio is a criteria all investor should also take note. Nothing wrong if one locks in their profit or buy back after the recent dips. Timing and opportunities is not there every day. Do your research and look at your own portfolio. Cheers
Who knows ? One day YTL and Systech might be related in one way or another ! Most of the forumers here I think are big and rich investors. They might have some other stocks including Systech. Happy trading tomorrow. Good night to you all. Thank you.
so ytl shareholders amacam? subsidiary company ytlp wil be suspended tom, and they forgot to suspend ytl as well..... so we just goyang2 lah tom morning :-) LOL
Good day, fellow YTL investors! Let's take some time to relax and review our positions in Room #3++. After that, we'll move on to Room #4 to explore a fantastic investment opportunity in Ranhill.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
pang72
50,956 posts
Posted by pang72 > 2024-05-23 23:11 | Report Abuse
Approximately $500milz profit per quarter - $2B profit per years.
Big drop because of too much profit kah?