Posted by Exorcist > 2024-04-13 18:10 |

Post removed.Why?

Posted by Exorcist > 2024-04-13 19:08 | Report Abuse

You mean the ESOS will trigger mandatory offer?

Yeoh family direct and indirect holding in YTLP already 65% as of last annual report.

Posted by Mabel > 2024-04-13 22:20 | Report Abuse

#moncmondo87 I would add to what dragon328 and Mabel shared yesterday ...
Per recent Annual Reports, YTL Power delivered the following PAT - RM2.032bil (FY23) and RM1.454bil (FY22), nearly 40% increase year-to-year. 1HFY24 so far RM1.710bil, and if 2HFY24 matches 1HFY24, then RM3.42bil amounts to yet a further 68% increase in PAT, year-to-year ! So the big question is - how would it be possible for the company to sustain a continuing sizable PAT annual growth of the same order into FY25 and FY26 ?? Very unlikely, you would say ..
But ... if we assume a modest RM25mil qtrly PAT increase from now to say mid-2026, projected annual FY26 PAT would reach RM4.05bil or so (a modest 18% growth over two years no doubt ) which, at a target price of say RM6 (addl 50% above current market share price range) equates to a projected PER of 12x; not a challenging PE ratio if you are prepared to wait for two years to gain a further RM2 (RM6 minus RM4) upside. And I have NOT even included any dividend payout benefit !.
A RM25mil PAT increase per qtr going forward is very modest - from RM850mil per qtr now to say RM1,050mil per qtr by mid-2026 - given the many many project developments just undertaken and into the future; dragon 328 and many others have alredy listed them over the past months at this investor blogsite.
So, if you are looking to invest in or holding YTL Power for a quick fix, then I suggest you move on elsewhere. However, if you can sustain your holdings for 1-2 years, along with the prospect of regular ongoing dividends, then this is for you.
Given the stream of new projects and investments, sustained further by contributions for the existing assets in Singapore, the UK, Malaysia and Indonesia, surely a quarterly inremental PAT growth of RM25mil is possible ..
Happy to share my PER projections via Member Services to the true believers... Happy investing
13/04/2024 3:04 PM

Touche moncmondo87!

Nothing can move a stock faster, up or down, than an earnings announcement.

Meow Meow Meow

Posted by Mabel > 2024-04-13 22:26 | Report Abuse

The best mornings are the ones where you wake up to a positive earnings surprise and big profits.

Posted by Exorcist > 2024-04-13 22:28 | Report Abuse

Mabel move on to another counter. This one all good luck already out, just waiting for bad luck only.

Posted by Mabel > 2024-04-13 23:02 | Report Abuse

#Exorcist Mabel move on to another counter. This one all good luck already out, just waiting for bad luck only.
13/04/2024 10:28 PM

#UlarSawa Sister Mabel so happy buy low sell high dapat profit can add more bank harimau and cimb leh. Why you ask her to move to other place. Kesian. Haiyoh. Correct?

2 minutes ago
13/04/2024 10:32 PM

Touche guys..

Just like we learned from Gloves, don't fight the wave, ride it..hihihi

Nvidia (NVDA) shares entered correction territory, with companies battling to challenge the semiconductor giant's dominance. Another leg down for the stock on Tuesday meant NVDA was off 12% from its record high seen in March. Turning up the heat in the chip race, Google (GOOG, GOOGL) unveiled its in-house processors and Intel (INTC) introduced its latest AI chip to rival Nvidia's H100.

As for the other Magnificent 7 stocks, Apple (AAPL) entered correction territory last month and Tesla (TSLA) is in a bear market, compared to the rest of the group which was trading near their 52-week highs.

Mabel only looking for bargain capitalizing on volatility and volume. This counter is still interesting. So Mabel may continue buy on dip...hihihi

To Our Success !

Meow

Posted by 521onepiece > 2024-04-13 23:26 | Report Abuse

ularsawa 35,635posts, all garbage posts no substance. go find a job u're wasting oxygen

Posted by Mabel > 2024-04-13 23:49 | Report Abuse

UlarSawa Sister Mabel pun ada cakap Nvidia competitor Google and Intel leh. Why takda cakap Meta pun a competitor too leh. Probably Huawei is the one will bring down GPU price leh. Now China kasi deadline China Telco by 2027 need to phase out all Intel and AMD chip liao lor. Look like by 2027 China can be self sustainable with local chips liao leh. So dare gave instruction to all local giant companies. Haiyoh. Correct?
13/04/2024 11:15 PM

Haha Got Ular My Brother...YTL Power...hihihi...

So Power...

Meow Meow Meow

https://theedgemalaysia.com/node/707792

After weeks of socks, petrol bomb, boycott issues that became the topic interest in certain news portal, there is at one good positive news that was published recently by TheEdge. It reported;
"..According to the WEF, Malaysia has become a destination for those seeking new options.

“In 2023, Penang attracted US$12.8 billion [RM61.02 billion] foreign direct investment. More than in the previous seven years combined, Intel, for example, has invested US$7 billion in a new plant in Penang,” it noted. .."

Now if anybody is still wondering about news reports earlier this year regarding the country's E&E and hi-tech industries requiring some 50,000 more engineers, this and the FDIs for future data centers, super computers, clean energy projects e.g. in Johor by YTLP are some of the key reasons. Perhaps IEM can verify.

There is a pressing need to promote, beef up and increase admissions of school leavers into engineering courses and TVET. The career prospects for E&E, Mechanical engineers and highly skilled technicians looks promising. If there are insufficient graduates in the coming years, the MNCs will have no choice but to hire expats to support their operations dan our young people can capitalise on this. Business people in any industry cannot sit and wait.

Penang is already known for being the "Silicon Valley of the East". It commanded about 5% of global semiconductor exports in 2019 (ref.DOSM). In addition to the 300+ MNCs that are operating there now, there are also > 3,000 manufacturing related SMEs. This is just Penang, belum lagi include E&E and tech companies in the Klang Valley, Kulim and Negeri Sembilan.

There is certainly a big demand for competent electrical engineers. We can still encourage the younger generations to take up pure engineering or engineering technology courses instead of programming or coding. According to Jensen Huang, programming and coding jobs will be taken over by AI. Yes, AI can do the programmings for engineering design, diagnosis, prognosis, trouble shooting etc. while a trained and experienced engineer will have the knowledge to instruct or ask AI tools the right questions and understand, decide and execute the solutions that AI offer to them.

To Malaysia Success !

Meow Meow Meow

Posted by Mabel > 2024-04-14 00:36 | Report Abuse

https://www.malaymail.com/news/money/2024/04/13/bursa-malaysia-likely-to-be-in-consolidation-mode-next-week/128588

Weather Forecast..

KUALA LUMPUR, April 13 ― Bursa Malaysia is expected to be in consolidation mode next week, supported by strong fundamentals and attractive valuations.

Rakuten Trade Sdn Bhd's equity research vice-president, Thong Pak Leng, believes that bargain hunting will emerge next week.

“The benchmark index surged to a new 52-week high on Monday, closing at 1,555.98.

To Our Success!

Posted by Exorcist > 2024-04-14 09:44 | Report Abuse

One funny statement in last year`s annual report. Follows UK law the YTLP still have to continue providing water to all the defaulters. Like that cham loh tariff increase also cannot cover the impairment write off.


As at 30 June 2023, trade receivables of the water and sewerage segment amounted to RM524.9 million, net of expected credit losses charges of RM307.4 million. As this segment operates in the United Kingdom (“UK”), there is a statutory requirement to continue to provide water to all customers who has defaulted in payment. Therefore, the Group has estimated the expected credit losses of trade receivables on a portfolio basis for the year based on the historical cash collection trends and economic trends, which are subjective in nature.

Posted by Zhuge_Liang > 2024-04-14 10:10 | Report Abuse

Posted by HuatRex1314 > 18 hours ago | Report Abuse

Lolz u think u write it will cause panic selling? Overestimate your influence? None of people here respect your view, just a trash talked here

Posted by Exorcist > 2024-04-14 12:48 | Report Abuse

ESOS number of shares already fixed ma. Just waiting for employees to exercise only.

With exercise price 0.56 once converted immediately 600% gain.

Posted by Vincenzo999 > 2024-04-14 13:59 |

Post removed.Why?

Posted by speakup > 2024-04-14 21:09 | Report Abuse

https://focusmalaysia.my/pmx-assures-indians-of-no-discrimination-in-malaysia-today-all-races-are-integral-to-malaysias-future/
PMX think non-malays are 4 year old kids who dont know anything!

Posted by speakup > 2024-04-15 07:40 | Report Abuse

http://www.financetwitter.com/2024/04/a-racist-hypocrite-anwar-condemns-killing-of-terrorist-buddy-haniyeh-kids-but-allows-firebombing-on-fellow-chinese.html

Posted by OnTime > 2024-04-15 07:54 | Report Abuse

in the end "they" are all racists.

Posted by Apple888 > 2024-04-15 08:01 | Report Abuse

YTL Power gogogo.
Solid business
Rm6

Posted by mf > 2024-04-15 08:37 | Report Abuse

Dow Jones

Dow Jones Industrial Average

37,983.24

-475.84

1.23%

Nasdaq

NASDAQ Composite

16,175.09

-267.10

1.62%

Posted by ValueInvestor888 > 2024-04-15 10:23 | Report Abuse

if drop to below RM3.8, can buy low and sell high again...
Single digit PE, margin of safety is high

Posted by fx115w > 2024-04-15 13:18 | Report Abuse

ESOS holders are held by moratorium of 20% per year. Meaning that option holder can only sell off 20% of their entire share per year. That mean it will need 5 years to totally unload all their share.

Posted by jenson68 > 2024-04-15 14:49 | Report Abuse

Support line 3.85 !! Hold saja

Posted by ks55 > 2024-04-15 18:29 | Report Abuse

Finally rm 117 million received. Land sales to STT GDC completed today.


The Board of Directors of CCB wishes to announce that the Completion Date as defined in the SPA 1, being the date on which the Balance Purchase Price is paid to the Vendor’s Solicitor as stakeholder in full, is 15 April 2024.



https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3438092

Posted by ks55 > 2024-04-15 18:32 | Report Abuse

Will receive another rm 111 million within April. All land disposal should complete by this month.

"The Board of Directors of CCB wishes to announce that its wholly-owned subsidiary, PID, as the Vendor, has on 15 November 2023 entered into a Conditional Sale and Purchase Agreement with Yu Ao Sdn. Bhd. (Registration No. 202301029352 (1523275-W), as the Purchaser, for the disposal of all those nine parcels of freehold vacant lands for a total cash consideration of RM110,997,982.50. "

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3399658

The Board of Directors of CCB wishes to announce that the Conditions Precedent set out in the SPA have been duly fulfilled. Accordingly, the SPA has become unconditional in accordance with its terms and conditions on 2 April 2024.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3435719

Posted by Exorcist > 2024-04-15 19:20 |

Post removed.Why?

Posted by Exorcist > 2024-04-15 19:30 | Report Abuse

ESOS going to dialute the EPS that is for sure. The YTLP`s ESOS outstanding volume is huge 250 million shares and the ESOS cost so cheap just RM 0.56. The employees immediately get paper gain 600% after exercise the ESOS option. Hope they won't add more ESOS in next AGM or EGM.

Posted by fx115w > 6 hours ago | Report Abuse

ESOS holders are held by moratorium of 20% per year. Meaning that option holder can only sell off 20% of their entire share per year. That mean it will need 5 years to totally unload all their share

Posted by Apple888 > 2024-04-16 09:03 | Report Abuse

YTL power good news come again. Hold tight!
RM6
YTL power Gogogo

Posted by paktua73 > 2024-04-16 10:19 |

Post removed.Why?

Posted by Alex Chua > 2024-04-16 10:26 | Report Abuse

Hopefully jordan not caught into participating the war. https://www.theguardian.com/world/2024/apr/15/jordan-difficult-balancing-act-row-downing-iranian-drones-israel

Posted by paktua73 > 2024-04-16 10:33 |

Post removed.Why?

Posted by paktua73 > 2024-04-16 10:46 |

Post removed.Why?

Posted by paktua73 > 2024-04-16 11:01 |

Post removed.Why?

Posted by paktua73 > 2024-04-16 11:05 |

Post removed.Why?

Posted by StingRay > 2024-04-16 11:11 | Report Abuse

Aiyo. Perang mau mari kah? Ular balik kampong tanam ubi kah? Anyway, a very good day to do marketing. 😂😂😂

Posted by Mabel > 2024-04-16 11:16 | Report Abuse

paktua73 paktua salute to who dare fight and emter below rm3.80..
you're real warriors here..
believe on ytlpowr will rise more then rm4.00..
we will see back above rm4.07 on coming weeks..

tut tut
paktua salute to who real fighters here who walk on own talk..
not to who just NATO coward Spirit..
16/04/2024 10:46 AM

Yo paktua73...

Thanks to some nice Uncles and Aunties, Mabel collect more today at RM 3.76 and RM 3.75. Now waiting to collect more at RM 3.74...Hihihi

To Our Success !

Meow Meow Meow

Posted by Mabel > 2024-04-16 11:32 | Report Abuse

....accumulation in progress for YTL as Mabel believe on YTL Power will rise more RM 4.00 if the War is not escalated..

Many investors have missed out on the recent rally of YTL Power, including the majority of local analysts and local institutional funds. So Mabel will continue to HOLD, the remaining share after locking profits recently and will not hesitate to add when it matters like what Mabel is doing today.

YTL Power remains the cheapest utility stock in Bursa with forward PER of just 9.0x, compared to over 20x PER for Tenaga, PetGas, GasMalaysia, Dialog etc.

YTL Power is set to deliver another record earnings for FY2024 ended June with net profit of over RM3.0 billion from RM1.9 billion in FY2023, even the most conservative Maybank analyst projected a net profit of RM2.986 billion for FY2024. That's for a superb 57% increase in net profit y-on-y. Which big cap in Bursa could possibly deliver such a huge profit jump in a year??

With so many new projects taking off in months to come, YTL Power earnings will continue to grow in FY2025 and beyond:

1) Wessex Waters to turn around from April 2024
2) Jordan Power to deliver full PPA earnings from early 2024
3) Yes 5G to break even by end 2024
4) digital bank to start contributing profit in 2-3 years or by 2027
5) WTE plant to start contributing profit from 2027
6) PowerSeraya new 600MW hydrogen ready CCGT to start contributing profit from 2028
7) UK Brabazon property project to contribute meaningful profits from 2025
8) 1st phase data centre with SEA Group to start contributing profit from 2H 2024
9) 1st phase AI data centre with Nvidia to start contributing profit from end 2024
10) potential clinching of new solar power project in Malaysia from new LSS tenders

To Our Success!

Meow Meow Meow

Posted by AlTugauw > 2024-04-16 11:43 | Report Abuse

Francis Yeoh & siblings have tripled their fortune to $4.5 billion on the back of ignorant Malaysian institutional investors like KWSP.

Why is KWSP still allowed to invest in this counter that is not only possibly detrimental to the national interest of Malaysia, especially since YTL partners and assists Nvidia, that is building an AI Supercomputer for Israel? Surely this is not in Malaysia's best interests nor in KWSP's best interests.

YTL is also not a good company to do business with. YTL hasn't even completed the government contract of the Gemas-JB double track railway. Money in the HUNDREDS OF MILLIONS of Ringgit has already paid to YTL but after so many years the track is still not completed.

Yet Francis Yeoh and siblings triple their wealth, while the rakyat suffers. Malaysian government inaction is perplexing. Why is it doing so many favours to YTL that are not in the national interest?

Investors, especially Malaysian government institutional investors like KWSP, should be more discerning.

Posted by OnTime > 2024-04-16 11:46 | Report Abuse

cry about it!

Posted by beginner888 > 2024-04-16 11:55 | Report Abuse

https://www.nst.com.my/business/2023/09/952708/gemas-jb-electrified-double-tracks-complete-2025

Posted by StartOfTheBull > 2024-04-16 12:41 | Report Abuse

Mana Ular? Takut perang mungkin mahu start balik kampong korek lobang besar kah?

Posted by OnTime > 2024-04-16 13:46 | Report Abuse

Haiyoh. Correct?

Posted by Eagle77 > 2024-04-16 13:55 | Report Abuse

Breaking news: Middle East


The UN's nuclear watchdog has said it is worried Israel could target Iranian nuclear facilities, after its military chief vowed to respond to Iran's missile and drone attack despite international pressure to exercise restraint.

Tuesday 16 April 2024 06:41, UK

Posted by Mabel > 2024-04-16 14:26 | Report Abuse

With growing tensions in the middle east, and energy prices already on the rise, that weighed on shares.

On Saturday evening, Iran launched more than 300 armed drones on Israel. The majority were shot down by Israel, as well as the U.S., U.K. and Jordan. There were no known U.S. or Israeli deaths.

Afterwards, Iran said that its attack "can be deemed concluded." Although, Israel responded by saying the situation is "not over."

However, for now, the imminent danger has come and gone. And the fear of escalation appears to have been muted at present.

If stocks were pressured by the threat of imminent attack, stocks are ripe for a rebound given the better than expected outcome.

Posted by ks55 > 2024-04-16 14:29 | Report Abuse

Israel surely to attack Iran nuclear facility. This is so-called preemptive strike.

Israel think it can attack any country, and nobody is allowed to retaliate. This is similar to the Americans line of thinking.

Israel started the war when it bombed Iranian Embassy in Damascus. That was the attack on foreign country without declaring war. Iran used drone and missile to attack Israel in response. War between Iran and Israel already started without official declaration.

Starting a war is easy, ending it is hard.

Posted by OnTime > 2024-04-16 14:32 | Report Abuse

israel can't do much w/o usa support and right now that's not a given.

Posted by slts > 2024-04-16 14:52 | Report Abuse

AlTugauw

Francis Yeoh & siblings have tripled their fortune to $4.5 billion on the back of ignorant Malaysian institutional investors like KWSP.

they r not fanatics

Why is KWSP still allowed to invest in this counter that is not only possibly detrimental to the national interest of Malaysia, especially since YTL partners and assists Nvidia, that is building an AI Supercomputer for Israel? Surely this is not in Malaysia's best interests nor in KWSP's best interests.

Posted by slts > 2024-04-16 14:54 | Report Abuse

AITugauw, u should go they n fight

Posted by paktua73 > 2024-04-16 16:54 |

Post removed.Why?

Posted by LimPek > 2024-04-16 18:16 | Report Abuse

Cham loh another 7,587,000 ESOS listed with cost just RM 0.56.😎😎😎

Posted by LimPek > 2024-04-16 20:50 |

Post removed.Why?

Posted by LimPek > 2024-04-16 20:56 | Report Abuse

Aiyoh this Nvidia stepping into own customers bread and butter business. The customers sure angry lah. Customers like Google, Microsoft and Amazon just waiting to wake Nvidia up from fantasy dreaming.