Posted by cwc1981 > 2024-07-24 14:58 | Report Abuse

TP RM4.19

Posted by dragon328 > 2024-07-24 15:06 | Report Abuse

Dear paktua73, thank you so much for your effort to promote my blog and to get so many new followers, but I see that many of my posts now in YTL and YTL Power forum get to stay and have not been removed since yesterday, and I don't aim to be having the most followers in i3.

But I will keep fighting the naysayers who got my posts removed, by continuously posting impartial comments on the stocks I cover. Only if my posts get removed again, then fellow investors may pm me for any info you require.

Thank you

Posted by cwc1981 > 2024-07-24 15:13 | Report Abuse

Really strange @dragon328. You been posting about corp and power since the price are at 50 cents and 60 cents. You are not like those just appear recently why post get remove?

Posted by paktua73 > 2024-07-24 15:14 |

Post removed.Why?

Posted by redhotpepper > 2024-07-24 15:43 | Report Abuse

Heading south again, cheap sale now

Posted by dragon328 > 2024-07-24 16:07 | Report Abuse

@cwc1981, according to some veteran forumer in i3, I have been seen as over-promoting YTL and YTL Power, which have made certain parties unhappy. They may have shorted these counters or want to buy at lower prices.

So going forward, I cannot be seen as purely promoting certain stocks, but will post some negative comments to give a more balanced view on the companies I cover. I think it is also good for fellow investors who can then make own assessment of the risks and rewards of investing in the recommended counters.

Posted by victoryck > 2024-07-24 17:27 | Report Abuse

Always love reading your shares. Thank you, dragon328.

Posted by Sunshine88 > 2024-07-24 20:43 | Report Abuse

Thank you so much to dragon328

Posted by paktua73 > 2024-07-25 07:42 |

Post removed.Why?

Posted by surefatt6182 > 2024-07-25 09:14 | Report Abuse

Always love reading your shares. Thank you, dragon328.

Roger PTua - R A sure.

Posted by facsc118 > 2024-07-25 09:36 | Report Abuse

manage to get 3.51

and sold back 3.53

Posted by Ravetidus > 2024-07-25 09:37 | Report Abuse

@facsc118, congrats, ada untung banyak?

Posted by facsc118 > 2024-07-25 09:43 | Report Abuse

bought in 250 lot only tak banyak can have a good lunch

Posted by cwc1981 > 2024-07-25 10:07 | Report Abuse

Holding quite strong today

Posted by forest18 > 2024-07-25 14:08 | Report Abuse

Some research and target price from MIDF dated yesterday

https://www.midf.com.my/sites/corporate/files/2024-07/ytl_corp-cu-acquiring_sgx-listed_nsl_ltd-midf-240724.pdf

Posted by dragon328 > 2024-07-25 14:17 | Report Abuse

"We are also maintaining our BUY recommendation onYTL Corp, based on our SOP derived TP of RM4.19. Our TP implies 18.1x FY25F PER, which is still below YTL’s 10-year
historical mean PER. We continue to like YTL as a beneficiary of the infrastructure upcycle given its dominant share of domestic cement supply; its strategic venture into data centers and renewable energy via its utilities division. We view the proposed acquisition of NSL as a positive one for YTL."

A good straightforward comment from MIDF on YTL Cement's acquisition on NSL.

Thanks forest18 for the link.

Posted by raymondroy > 2024-07-25 14:26 | Report Abuse

Wowzie the MIDF PBT forecast are as follows....
2023A : 2,667m; 2024F : 5,448m : 2025F : 5,493m .....
EPS(sen) : 9,8, 19.9, 20.1
PERx : 37x, 18x, 18x

Is this for real? >100% growth in PAT :-) too good to be true.... well, will find out by end of Aug *fingers crossed*

Posted by dragon328 > 2024-07-25 14:36 | Report Abuse

Foreign funds net sold a total of RM7 million worth of YTL shares yesterday with no notable selling on YTL Power. Local funds net bought a total of RM8 million worth of YTL shares yesterday, more than enough to offset the selling of foreign funds.

Posted by dragon328 > 2024-07-25 14:42 | Report Abuse

@raymondroy, YTL has already registered net profit of RM1.56 billion for the 9 months to 31 Mar 2024, up 210% y-on-y. PBT amounted to RM3.57 billion for the 9 months.

I am not sure if YTL full year PBT can hit MIDF's projection of RM5.448b, but I expect the net profit to hit RM2.0 billion for FY2024, a record year and up 200% y-on-y.

Posted by cwc1981 > 2024-07-25 15:05 | Report Abuse

The acquisition come timely as it provide some cushion for YTL Corp. As YTL power is dragged by tech setback

Posted by 100Mark > 2024-07-25 22:59 | Report Abuse

YTL bypasses YTL Power 😁

Posted by PalaniR > 2024-07-25 23:55 | Report Abuse

Synergistic benefits for YTL from NSL stake buy

https://www.thestar.com.my/business/business-news/2024/07/25/synergistic-benefits-for-ytl-from-nsl-stake-buy

Posted by raymondroy > 2024-07-26 00:39 | Report Abuse

@dragon328..... thx for the feedback but a little correction on the PAT of RM1.56b that you mentioned..... summary again for YTD 9 mths
PBT : 3.57b against FY23 full year 2.67b so thats 134%
PAT : 2.80b against FY23 full year 2.05b so thats 137%

Assuming Q4 ytl achieves the same PBT and PAT as in Q3 the
PBT : FY24 against FY23 full year both the increase is 174%
PAT : FY24 against FY23 full year both the increase is 177%

PBT and PAT in Q3 was 1,079b and 0.832b..... it will be monumental task to achieve more than this in Q4 :-) but one will never know, especially if there is an upside from ytlc but overall full year 200% increase in PBT with what MIDF says..... MIDF is smoking some special dope LOL

Posted by MOBAjobg > 2024-07-26 00:42 | Report Abuse

@100Mark
You’ve noticed it, also.

Ouch, I’d exited all of my YTL shares for YTLp a couple of months ago. OMG !

Posted by raymondroy > 2024-07-26 02:42 | Report Abuse

@MOBAjobg .... not to worry, as from a PER multiple, ytlp 11x is still lagging behind ytl 19x ...... so theoretically there is more room for ytlp, nevertheless it will be wise to diversify both sides.... as any plus factor at ytlp is 56% captured at ytl :-) happy hunting

Posted by MOBAjobg > 2024-07-26 08:38 | Report Abuse

@raymondroy
Tenaga’s PE ratio (PER) is in the range of 32x absurdity. Hopeful that YTLp can obtain 15x to 16x PER soon.
I just have to reshuffle or rebalance my stock portfolio to include YTL.

Posted by Leward88 > 2024-07-29 16:26 | Report Abuse

Next surge will happen when Qr is out 😃

Posted by cwc1981 > 2024-07-29 16:46 | Report Abuse

Hope so

Posted by PalaniR > 2024-07-29 19:30 | Report Abuse

YTL Cement to move into the international industrial building systems market

https://theedgemalaysia.com/node/720680

Posted by cwc1981 > 2024-07-30 12:51 | Report Abuse

Market no response

Posted by Zorrosmile > 2024-07-30 14:48 | Report Abuse

Market response is happenned..

Posted by facsc118 > 2024-07-30 14:51 | Report Abuse

market response is sell lol

Posted by cwc1981 > 2024-07-30 15:47 | Report Abuse

Yup responded badly. Who ever bought within this month and sell already lost money

Posted by newbie9893 > 2024-07-30 15:49 | Report Abuse

YTL & YTLPOWER support broken, pls sell & run....

Posted by cwc1981 > 2024-07-30 16:06 | Report Abuse

One month low

Posted by facsc118 > 2024-07-30 16:13 | Report Abuse

buy and keep for dividend lol

Posted by EquityJourneyman > 2024-07-30 16:51 | Report Abuse

Then we probably will get the dividend in Nov 😄

Posted by cwc1981 > 2024-07-30 16:55 | Report Abuse

No lowest only got lower. Haizzzzz

Posted by Ran271221 > 2024-07-30 16:58 | Report Abuse

Dividend akan diumumkan pd bulan Ogos.

Posted by cwc1981 > 2024-07-30 17:03 | Report Abuse

Yup but payout is in Nov. Hope Francis fulfill his pledge of at least 9.5 cents

Posted by cwc1981 > 2024-07-30 17:03 | Report Abuse

If not share price sure slump like waterfall

Posted by dragon328 > 2024-07-30 17:06 | Report Abuse

There is no bad news for YTL, only the news of acquisition of NSL Singapore which is a good move to me.

I think the selldown on YTL and YTL Power shares this week is mainly due to expiring of call warrants and IBs trying to press down the share price for lower settlement price.

There are 2 call warrants on YTL expiring tomorrow and 6 call warrants on YTL Power expiring this week.

I believe the share price weakness is temporary and we should just ride through this week of volatility.

Posted by cwc1981 > 2024-07-30 17:10 | Report Abuse

Hi @dragon328 you really lighten up the day. Thanks

Posted by cwc1981 > 2024-07-31 08:22 | Report Abuse

Finger crossed today guys

Posted by cwc1981 > 2024-07-31 14:14 | Report Abuse

https://www.malaymail.com/news/malaysia/2024/07/31/in-johor-duty-free-island-status-for-pulau-satu-seen-lifting-forest-city-trade-and-property/145222

Posted by cwc1981 > 2024-07-31 14:15 | Report Abuse

Now that Forest City has become Duty free. Will our king push to expedite the revival of HSR?

Posted by Zorrosmile > 2024-07-31 16:01 | Report Abuse

Seller still dominant and pressing the price to lowest as possible…hope good buying support will come in last one hour trade.

Posted by PalaniR > 2024-07-31 16:51 | Report Abuse

I wonder what price they want to press to ... 😐

Posted by dragon328 > 2024-08-01 09:14 | Report Abuse

Ambank and RHB analysts already published update reports on YTL Power after a site visit to YTLP's Kulai data centre park last week, with plenty of photos on construction progress of the various data centres there. Someone chose to ignore this fact and got my post removed, so unprofessional.

Or else there are various engineers posting in LinkedIn on the construction progress of DC1 (completed for SEA), DC2 and DC3. But I guess someone is not a professional and may not have a LinkedIn account to view it.

Posted by dragon328 > 2024-08-01 09:14 | Report Abuse

My posts in YTL Power forum are getting removed again by certain dirty party. As before, please pm me should you need any specific info on YTL and YTLP