Taliworks Corporation Berhad (TALIWRK, 8524) is an established infrastructure company engaged in (i) water treatment, supply and distribution, (ii) highway toll concessionaire operations and maintenance, (iii) engineering and construction, (iv) waste management and prospectively (v) renewable energy. The company is focusing on mature operational cash-generating utilities/infrastructure business to support its dividend payout policy. With its proven track record, experience and technical expertise, Taliworks is poised to grow and add value to its existing businesses.
To know more about Taliworks, please come and join us for an evening chat with Mr Kevin Chin, the Chief Investment Office and Mr Victor Wong, the General Manager of Group Finance on 6 December 2021 from 8:00 pm till 9:00 pm.
Woodswater. They just paid a div (Dec 31st). The next 1/4ly dividend is due at end of March, its likely to be announced in February, I expect 1.65c or better.
BySimply Wall StPublishedMarch 02, 2022 KLSE:TALIWRKSource: Shutterstock Taliworks Corporation Berhad (KLSE:TALIWRK) shareholders will have a reason to smile today, with the analysts making substantial upgrades to this year's statutory forecasts. The analysts have sharply increased their revenue numbers, with a view that Taliworks Corporation Berhad will make substantially more sales than they'd previously expected.
Following the upgrade, the latest consensus from Taliworks Corporation Berhad's four analysts is for revenues of RM480m in 2022, which would reflect a substantial 59% improvement in sales compared to the last 12 months. Prior to the latest estimates, the analysts were forecasting revenues of RM429m in 2022. The consensus has definitely become more optimistic, showing a decent improvement in revenue forecasts.
Check out our latest analysis for Taliworks Corporation Berhad
earnings-and-revenue-growth KLSE:TALIWRK Earnings and Revenue Growth March 2nd 2022 There was no particular change to the consensus price target of RM1.01, with Taliworks Corporation Berhad's latest outlook seemingly not enough to result in a change of valuation. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Taliworks Corporation Berhad at RM1.06 per share, while the most bearish prices it at RM0.95. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or that the analysts have a clear view on its prospects.
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. One thing stands out from these estimates, which is that Taliworks Corporation Berhad is forecast to grow faster in the future than it has in the past, with revenues expected to display 59% annualised growth until the end of 2022. If achieved, this would be a much better result than the 1.6% annual decline over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in the industry are forecast to see their revenue grow 8.8% per year. So it looks like Taliworks Corporation Berhad is expected to grow faster than its competitors, at least for a while.
The Bottom Line The highlight for us was that analysts increased their revenue forecasts for Taliworks Corporation Berhad this year. They're also forecasting more rapid revenue growth than the wider market. Given that analysts appear to be expecting substantial improvement in the sales pipeline, now could be the right time to take another look at Taliworks Corporation Berhad.
Looking for more information? We have analyst estimates for Taliworks Corporation Berhad going out to 2024, and you can see them free on our platform here.
Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies that insiders are buying.
7% div yield. Short-term upside. This is not a good long term stock. At most one or two quarters, collect dividends and when the market trends up, investors will dump Taliworks.
Water treatment and waste management is rife with politics and corruption. Usually. So that's a risk investors do not want to participate in. But that was a long time ago. Haven't been following Taliworks for a long time
@wallstreetrookie good insight. Maybe that explains why the price couldn't pass through RM1.05 for many years. Any idea whether to take profit if it spikes in near term?
Tali is surely in financial trouble after successfully and awarded RasauTreatment plant contracts. Steel has jump 80--120% after Ukraine War started. Unless Rasau Treatment plant can be delay for raw material price inflation to Cool down...Taliwork will be in financial Ruin
@IronShirt have to check whether they have VOP (Variation of Price) clause for construction materials. Nowadays many construction jobs esp. those with government have such clause.
Gamuda and YTL also submit Bid for Rasau....I know for fact both include Price adjustment if Steel and others material inflate by 30% after certain period. Both Bids were Kicked Out. What makes you think Taliworks got a better deal? Air Selangor is Not Federal Government.....Political contributions are Not included in Bid.
Despite from the Rasau cost issue, wanna know further about the renewable energy acquisition... Long story short :did Taliwork bags in the company already or not??
TALIWORKS COMPLETES MAIDEN ACQUISITION IN FOUR SOLAR PROJECTS Kuala Lumpur, 21 April 2022 – Taliworks Corporation Berhad (“Taliworks” or the “Group”), an established infrastructure company engaged in water treatment, supply and distribution, highway and toll management, waste management and engineering and construction, has today officially completed the acquisition of the majority economic interest in four solar projectsfrom TerraForm Global Operating LP (“TerraForm Global”) and several of its subsidiaries. The said solar projects, located within the vicinity of the Kuala Lumpur International Airport, have an aggregate capacity of 19-megawatt peak. As part of the transaction, Taliworks also acquired TerraForm Global Operating (Malaysia) Sdn Bhd, an operations and maintenance services provider of the solar projects. Taliworks will be working diligently in the following weeks to complete the acquisition of the remaining minority economic interests. “Today marks a momentous day for Taliworks as we take a significant step to diversify our scope of activities into renewable energy. Our maiden acquisition will provide Taliworks with a solid platform to further expand into other renewable energy projects. Additionally, the four solar projects will immediately serve as a reliable contributor to the Group’s earnings and cashflow, as the projects are fully backed by renewable energy power purchase agreements with investment grade off-takers. This acquisition no doubt enhances Taliworks’ already strong financial footing and serves as a potential catalyst for stable growth, moving forward. With that said, Taliworks is very proud to be a player in the renewable energy sector, and we will work hard to continue our growth in this space,” said Dato’ Ronnie Lim Yew Boon, the Executive Director of Taliworks.
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....
Cyber_moneyman
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Posted by Cyber_moneyman > 2021-12-01 19:40 | Report Abuse
This counter good for long term investor. Excellemt dividend payout. Loving it