POTENTIAL FOR LIMIT UP... ANOTHER PELIKAN, CRESCENDO? EPS = 25sen Share price = 46sen Net Profit = 26Mil Market Cap = 47mil Cash in Hand = 46mil NTA still have RM1.37
Malaysian Federal Government May Help Finance Penang Water Pipe Upgrade asianwater January 23, 2024 The federal government is studying whether it can provide grants or loans to the Penang government for upgrading a main valve at a major water treatment plant, deputy prime minister Fadillah Yusof said.
Water supply in Penang was shut down in January to enable work on the valve at the Sungai Dua treatment plant.
Fadillah, who is minister for energy transition and public utilities, said valve replacement and maintenance across the state need to be implemented to prevent
Malaysia needs to be ESG compliance ( Supply of Renewable Energy , Low NRW water , No Burning of forest ) , all in-process except to accerlate the replacement of waterpiple all over to reduce NRW to attract FDI from companies like Nvidia to invest in Malaysia.
Ranhill-PBA-KPS-Engtex-Yli berhad (even Puncak) are in-line to be involved in this !
57.50 sen is 4 years All Time High. More to come... As this counter NTA is RM1.37, cash in hand is RM46 mil (equivalent to RM0.45 per share). Current Market Value only RM59mil (based on share price RM0.575)
This counter at least worth RM0.95sen, based on 30% discount from its NTA.
65sen is 5 years All Time High. More to come... As this counter NTA is RM1.37, cash in hand is RM46 mil (equivalent to RM0.45 per share). Current Market Value only RM67mil (based on share price RM0.65)
This counter at least worth RM0.95sen, based on 30% discount from its NTA.
Warming up , up and coming AI data center needs renewable energy n water to cool ( Malaysia fail ESG environmental requirement bcu too many pipe leakages), so gov will have to expediate water pipe replacement to meet the ESG to support the setting up of data center all over MY. Early birds get the worms. Cheers !!!
I start accumulate YLI since last year Oct/Nov'23 after they have sold the land. From RM0.36 to RM0.44. This is really the best performance stock in my portfolio.
ocbc Data Centres are a curse on the economy of the country. These DC uses enormous electricity ( which we will subsidise to them via TNB), water ( already a scarce commodity w supply disruption issues) and land (prime lands cleared for these businesses) and very little high end jobs for Malaysians as we are not upskilled and these DC giant have their own people and highly sophisticate d machines which requires less people!
These FDI's are environmental and economic tragedy waiting to happen to Msian economy one day sooner
@purple70 Do u need to use handphone/computer to know what is going on in the world these days n your kids aim to be the T30 in the world ? If yes, u r one of them that contribute the need of data center to support your demand , Malaysia is lucky because able to supply renewable energy to support the demand in this "region". Finally MY is in the "sweet " spot to capture this wave. Already 50 years our water pipes not been replaced n lead to severe leakage of our water resources that fail the ESG requirements to setup data center here. Ini kali lah to get it done and we are lucky still can get this YLI at 0.72 cents only ($72 million when they got cash from land at $98million) , its selling for FREE now like YTLpower in last year when price at 0.72 cents too. ( thanks yourself for accessing handphone/computer data now capturing this message here ) , Cheers !
@purple70 MY will be selling renewable energy and water at "super premium price" to DC , all the rakyat shall benefit from the extra profit from it. DC Its just another engine for growth of wealth for MY in addition to Petronas , Palm oil and manufacturing industries. Upskill ourself to ride on the wave.
YTLPOWER paid 1.6x to take control of Ranhill , so if use the same benchmark then the price of YLI = ~$2.20 , cheers !
“Higher water tariffs will provide improved return on investments (ROI) to the water supply operators which can be ploughed back into investments, including pipe replacements.
“Non-revenue water (NRW), due to pipe leakages, faulty meters and pilferages, was 34.4% in Peninsular in 2022, a slight uptick from 2018’s 33.9%.”
@Albukhary Renewable engery link to Water supply stream ... because Nvida need water to cool it down that that is why YTLPower acquired Water supplier Ranhill as the first move.... Billion $$ pipe replacement program akan datang to ensure Malaysia comply to ESG requirements , now upto 34% water leakage nationwide. Fail ESG completely !
Ranhill NTA 0.61 , offer to take control at 0.99 YLi NTA 1.37 , if want to take control will be at ~2.20
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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....
newbie9893
2,366 posts
Posted by newbie9893 > 2023-11-09 15:57 | Report Abuse
uptrend mode...might shoot up after 4.00pm