Posted by SCM2023 > 2024-08-07 09:17 | Report Abuse

when hsr will be out?

Posted by cwc1981 > 2024-08-07 09:22 | Report Abuse

https://www.nst.com.my/business/corporate/2024/08/1087801/kl-singapore-hsr-project-more-feasible-if-line-extends-china

Posted by cwc1981 > 2024-08-07 09:23 | Report Abuse

One of the member of advisory board mentioned the HSR will up the game if connected to China. Imagine that guys

Posted by facsc118 > 2024-08-07 11:25 | Report Abuse

power mari

Posted by cwc1981 > 2024-08-07 11:40 | Report Abuse

Better than expected result coming?

Posted by dragon328 > 2024-08-07 11:52 | Report Abuse

YTL Q4 FY2024 result is expected to be strong, as continued strong earnings contribution from MCement and YTL Power will sustain the core earnings at elevated level.

There is a chance for YTL to book in extraordinary gain from the private placement of MCement shares in the quarter.

Posted by facsc118 > 2024-08-07 11:57 | Report Abuse

can hope for good dividend .........................????

Posted by dragon328 > 2024-08-07 12:38 | Report Abuse

I would say YTL is looking to preserve some cash for upcoming mega projects.

I would be happy to see a final dividend of 5.0 - 6.0 sen, with a surprise for 9.5 sen.

Posted by cwc1981 > 2024-08-07 13:05 | Report Abuse

Hi dragon328. Happy to see your comment here. Just wondering what has happened at YTL Power i3 forum? Is like war zone everyday

Posted by superman_ > 2024-08-07 14:10 | Report Abuse

@cwc1981, These people actually have mental health issues; they lack friends or even a close friend with whom they can confide; they have a severe lack of self-control; they have a low EQ; and they have to act quickly to prove themselves correct when someone else is wrong. People who behave in this way typically won't change until they are very old or die.

Posted by cwc1981 > 2024-08-07 14:38 | Report Abuse

Hi superman. Yup agreed with you those people should get a life.

Posted by cwc1981 > 2024-08-07 14:47 | Report Abuse

Looking at the MCement performance, the results should be promising

Posted by dragon328 > 2024-08-07 14:57 | Report Abuse

Whatever those jokers in YTLP forum try to argue for, I don't really care.

The important thing is that we continue making money from the stocks we invest in as we have done enough homework and have strong conviction in the companies we have studied. At the end of the day, the market will give a fair value to the stock to reflect its fundamentals.

Posted by Goldberg > 2024-08-07 15:01 | Report Abuse

Absolutely Dragon - Just ignore those toxic sounds.

Posted by facsc118 > 2024-08-07 15:26 | Report Abuse

buy buy and get reward

Posted by cwc1981 > 2024-08-07 16:10 | Report Abuse

@dragon328 agreed. In your opinion what is the possibility that ytl able to achieve more than 600mil net profit for this 4th Quarter?

Posted by xuxu > 2024-08-07 16:37 | Report Abuse

hehe luckily got panic sell down monday, otherwise can't get in cheap

Posted by dragon328 > 2024-08-07 16:42 | Report Abuse

@cwc1981, overall I expect YTL upcoming Q4 FY2024 result to be slightly better than Q3 FY2024 when it achieved PBT of RM1,079m and net profit of RM496m.

I expect YTL Power to post a slightly better Q4 profit compared to Q3 but YTL's hotel division may report slightly lower profit compared to Q3 which was seasonally strong, so these 2 divisions may offset each other. Mcement should continue posting strong earnings as in Q3.

Construction division should report better profit than the RM9m PBT in Q3 and property investment & development division contribution is not significant.

For the placement of 66m MCement shares in the quarter, the extraordinary gain that may be booked in would amount to (RM5.00 - 3.80) x 66m = RM79 million, assuming the cost is RM3.80 per share when YTL took over Lafarge Cement.

Posted by raymondroy > 2024-08-07 17:46 | Report Abuse

only impetus that is missing for YTL portfolio is the HSR project ..... other than that, assuming YTLP delivers a fair result higher than Q3, then YTL results will also be higher than Q3. One thing we can confirm for now is that the property arm - YTL Reit has delivered a better result in the last gtr announcement. Moving forward, Q1 (july-Sept24) will eb a little fo a worry due to the strethening of MYR against SGD.... currently by about 5%, which will erode YTLP earnings by about 5%

Posted by cwc1981 > 2024-08-07 20:41 | Report Abuse

Hi @dragon328 and @raymondroy. Thank you for your insights

Posted by facsc118 > 2024-08-08 09:21 | Report Abuse

add some at 3.09

Posted by facsc118 > 2024-08-08 09:46 | Report Abuse

sold 3.19

Posted by GS > 2024-08-08 10:05 | Report Abuse

the momentum of rebound is strong.

Posted by cwc1981 > 2024-08-08 11:22 | Report Abuse

result should be good

Posted by facsc118 > 2024-08-08 12:14 | Report Abuse

not to worry abt the result it wont let you down

Posted by cwc1981 > 2024-08-08 13:45 | Report Abuse

wow

Posted by cwc1981 > 2024-08-08 13:45 | Report Abuse

Count on you@ facsc118

Posted by cwc1981 > 2024-08-08 13:45 | Report Abuse

Don't let me down

Posted by SCM2023 > 2024-08-08 14:44 | Report Abuse

YTL Corp Bhd plans to pay RM1 billion in dividends per annum for the financial year 2024 and 2025, translating into dividend per share (DPS) of 9.5 sen and yield of 10% per annum. https://themalaysianreserve.com/2023/06/28/ytl-corp-targets-rm1b-dividend-payout-open-to-strategic-acquisitions/

Posted by cwc1981 > 2024-08-08 23:00 | Report Abuse

Will the HSR pros outweighed the cons?

Posted by cwc1981 > 2024-08-08 23:05 | Report Abuse

What is the possibility of HSR padang besar to kl instead of kl to singapore?

Posted by cwc1981 > 2024-08-08 23:10 | Report Abuse

More and more experts has opinion that northern route is more economic benefits compare to southern route

Posted by cwc1981 > 2024-08-08 23:11 | Report Abuse

Will Ringgit get stronger, will this become a catalyst for HSR revival and will HSR attract the inflow of FDI?

Posted by raymondroy > 2024-08-09 00:24 | Report Abuse

ur most welcome @cwc1981 .... and on the following subjects
1) if ytl actually issues RM1b in dividend..... this works out to be 9.1sen with yield of 2.85% based on current price of RM3.20
2) as for KL northbound, we already have the ETS service which is from Padang Besar to KL.... actually to Gemas (NS) in the south.... speed up to 160km/hour .... pretty impressive oledi
3) Gemas to JB extension is expected to start in 2025

Posted by fx115w > 2024-08-09 11:12 | Report Abuse

raymondroy@ cwc1981@ The RM1B dividend promise came with a caveat

"...that there needs to be stability in the cyclical cement and construction
businesses with key projects such as MRT3 and KL–SG HSR ROLLED OUT."

Both MRT3 & HSR are not 'rolled out' at the moment. But again, during that time,
the Nvidia AI-DC haven't come into the picture yet. So, who knows

Posted by Germaice > 2024-08-09 12:10 | Report Abuse

steady up

Posted by cwc1981 > 2024-08-09 15:35 | Report Abuse

Ytl power still maintaining the gain but not ytl corp

Posted by Zorrosmile > 2024-08-09 16:08 | Report Abuse

Seller still dominant for YTL at any price…No one know when it will be ended.

Posted by facsc118 > 2024-08-09 17:26 | Report Abuse

wait for announcement

Posted by cwc1981 > 2024-08-09 17:53 | Report Abuse

when is the announcement mate?

Posted by Eagle77 > 2024-08-11 09:57 | Report Abuse

SMTRACK is on the radar guys ⬆️✅💰💥

Posted by Eagle77 > 2024-08-11 10:15 | Report Abuse

YTL is out of MLFF now focus on SMTRACK the specialist of RFID which will be involved in 2-3 billions project ✅

Posted by facsc118 > 2024-08-12 09:43 | Report Abuse

should be very soon

Posted by facsc118 > 2024-08-13 09:48 | Report Abuse

ho...............h up...........................up many liao

Posted by yewnamhung > 2024-08-13 12:04 | Report Abuse

Very soon~~~~ ban ban lai !!!

Posted by cwc1981 > 2024-08-13 12:09 | Report Abuse

Wow

Posted by SC724 > 2024-08-13 15:57 | Report Abuse

Look like something good is coming 😅

Posted by facsc118 > 2024-08-13 16:14 | Report Abuse

announcement ....................................soon

Posted by cwc1981 > 2024-08-13 16:21 | Report Abuse

😃

Posted by RobertoONG999 > 2024-08-14 15:47 | Report Abuse

thanks nikkei index, giving me RM 3 cost shares, now 10% plus gains, hou cantik