https://www.klsescreener.com/v2/news/view/1225315/singapore-malaysia-to-strengthen-cooperation-on-renewable-energy

Will Singapore buy more electricity from Malaysia ?? if that come true then YTLP shall be benefited as well

who knows the foreign fund holding percentage in YTLP now ?? how to check this info ??

@dragon328 , thanks for the details and valuable info , lets hope things turn to what we "dream " , ha... time for YTLP to shine ...

The important things is whether what he said is correct , if all are valid , then we should see EPS more than 40sens p.a , the fair value of the company shall be RM 4 (if we use 10x as reference) .

https://klse.i3investor.com/web/blog/detail/dragon328/2022-04-22-story-h1621549755-YTL_Power_is_potentially_a_10x_Bagger

Found this article today , worth to read , this was published in April , I thin the author may need to re calculate the profit estimation again as the power division alone , the Q4 QR alone already exceed his one year estimation ...

Anyway , he really brought up a good point , now is really a good time for management to get their valuable asset listed in London and Singapore , it will make YTLP become a cash rich company ... hope to hear good news soon ..

YTLP has very good strategies to drive the future growth , hence, the key things is to deliver steady and sound QR in next few quarters , that will help to attract more investors to understand their potential , in fact , I really suggest management to get Singapore and UK asset to be listed and release their real intrinsic value , meanwhile , company can reduce the debts as well ..

Anybody has any insight info on the Digital Bank project ?? not sure what is their progress with Sea on this ...I guess they may launch it together with the Data Center which suppose to be live in early 2024 ..

Sea already have digital bank experience in Singapore , Indonesia and Philippine , so should be no problem to set up one in Malaysia ...

From next coming QR we will know if the profit is sustainable ...

https://klse.i3investor.com/web/blog/detail/kianweiaritcles/2023-10-24-story-h-216904047-Singapore_to_manage_gas_purchases_for_power_sector

Separately, EMA and the Maritime and Port Authority of Singapore will also select a project developer to provide a low or zero-carbon ammonia solution for power generation and bunkering on Jurong Island..

will YTLP get this project ?? hope for the best ...

agree , unless have good news come in , nowadays , Bursa share price all driven by news , the fundamental will be taking place only when QR report release ..

S$ to RM break the 3.5 barrier , sigh .. bad for country but good news for ytlp since their major business is in S$.. expect to see higher margin due to this ..

As long as company continue to doing well and maintain the EPS more than 10sens , I am not so worry , this is one of the undervalue company if management deliver what they committed and market will appreciate it again ,I don't think we need to wait for too long to see this , the earliest shall be in Nov ..

Market sentiment is bad now , hence, have to wait for the next QR .. hope that our judgement is correct , if management can sustain this , then this is one of the few company in Bursa can deliver such a steady income..
Meanwhile , company should seriously consider monetize the Singapore operation since their performance is good , should yield very good return now ..

even the revenue maintain at 4B , the profit is 800mil ,which is close to 10sens EPS already , hence, as long as the other division can be break even , the next QR should be more than 10sens easily .. lets see if management can sustain this and we should be able to see this from next QR report ..

Did some comparison for the FY23 Q1-Q4 , Power generation profit and margin comparison , we can see the company enjoying double digit margin started form Q3 which is revenue generated from Jan - March 2023 ,and that is mainly contributed by lower natural gas cost and higher S$ , which could be sustained for next two years

Revenue Profit Margin
Q1 3463584 289949 8.30%
Q2 3386827 301450 8.90%
Q3 4120129 806372 19.50%
Q4 5246420 1067362 20.30%

The price review plan details can be found in the previous QR report , under B3 , Prospects....

Wait for the next QR , have a feeling this QR should be good if there are no impairment charges .. basically , power division is steady and Water division should be positive plus the Jordan power plant start contributing , my guess the bottom line should be more than 1B which EPS can be around 11 to 13 sens .. hope my judgement is correct .. On top of that , they suppose to submit the new price review plan by this month , all the inflation cost shall be reflected in this new plan , that will help to boost up the bottom line as well ..

If next QR EPS more than 10 sens and continue to issue bonus then the share price should be more than 3

It happened at last few days as well , always have big transactions at last 15mins ...

https://www.spgroup.com.sg/about-us/media-resources/news-and-media-releases/electricity-tariff-revision-for-the-period-from-1-Oct-to-31-Dec-2023

Singapore electricity tariff up in Oct - Dec ...

Another catalyst could be the company monetize the UK and Singapore asset , which I believe this is also part of their plan now ..

https://www.klsescreener.com/v2/news/view/1214811/malaysia-s-solar-energy-industry-needs-to-catch-up-fast-in-order-to-meet-demand-from-data-centres

YTL Data center is position well to meet this green initiatives...

If company can maintain the profitability and EPS more than 10 sen for each Q , then we should see the share price more than RM 3 easily..

Anybody knows what is the status/progress of the new Data Center deal (with Shanghai DCScience) ??

https://9shares.my/%E4%B8%93%E8%AE%BFmn%E6%8E%A7%E8%82%A1%E2%94%80%E6%89%A7%E8%A1%8C%E8%91%A3%E4%BA%8B%E6%9D%9C%E8%8B%B1%E6%9D%B0%EF%BC%9A%E4%BB%8A%E5%B9%B4%E6%9C%89%E4%BF%A1%E5%BF%83%E7%9B%88%E5%88%A9%E6%9B%B4%E4%B8%8A/

Based on this interview , the boss said the profit can be double in next one or two Q ...lets see ..

hope can help to break the one year high .. 0.4 ..

https://www.klsescreener.com/v2/announcements/view/5723729

Third contract in a month ... another RM18.5 Millions worth of jobs .. management is working hard to get more business , good job .. hope to hear more good news soon ..

https://www.klsescreener.com/v2/news/view/1204121/%E6%9F%94%E4%BD%9B%E8%BF%9B%E5%85%A5%E5%BC%BA%E5%A2%9E%E9%98%B6%E6%AE%B5-%E6%88%BF%E4%BA%A7%E5%BB%BA%E7%AD%91%E4%B8%9A%E6%88%90%E8%B5%A2%E5%AE%B6

MNHLDG should be benefitting from these new development , lets see ...

https://www.klsescreener.com/v2/news/view/1202229/mn-holdings-bags-rm40-1mil-job-to-build-main-distribution-substation-network-in-perak

Another new contract won , 40mil worth of job and new customer ( subsidiary of Lagenda ) , This is second jobs wins in this month and I believe the order book value should be close to RM 400mil now .. very encouraging sign , good job and wish to hear more good news soon ..

https://9shares.my/%E4%B8%93%E8%AE%BFmn%E6%8E%A7%E8%82%A1%E2%94%80%E6%89%A7%E8%A1%8C%E8%91%A3%E4%BA%8B%E6%9D%9C%E8%8B%B1%E6%9D%B0%EF%BC%9A%E4%BB%8A%E5%B9%B4%E6%9C%89%E4%BF%A1%E5%BF%83%E7%9B%88%E5%88%A9%E6%9B%B4%E4%B8%8A/

杜英杰透露，他预测MN控股在未来两个季度，盈利有可能翻一至二倍，单季盈利或可达到400万至500万令吉之间。

Above are extracted from 9shares interview with ED from MNHLDG

Typical sell on news pattern, however , the fundamental still strong , lets hope management share more exciting news soon ...

Bravo … hope more to come ..

hope management can win more Data center and RE contract , that definitely will help to boost the share price ..

QR positive ... hope this is a good start ...

https://klse.i3investor.com/web/blog/detail/muze/2023-08-30-story-h-241089384-Malaysia_to_invest_RM13b_by_2040_to_improve_energy_efficiency

will this benefit MNHLDG ??

The only positive signs of this QR is cash on hand increased from 192m to 268m , and shareholder equity from 40m to 90m.. the rest .. hope Q3 average fares hike will help ..

shareholder equity is 96m now , so meeting the upliftment criteria ...

The average fare drop .. RM 232 difference between Q1 and Q2 .. news said Q3 price is higher ..

As long as they deliver good QR , upliftment is not an issue at all ..

Who knows they may change this round ?? may be they will issue bonus share if the QR is good ..hope for the best ..

share price of AAX has at least 3 opportunities to grow , 1. good QR , 2. PN17 upliftment , 3. Recognize Thailand AAX profit .. hope all the best coming along the way ...

https://www.enanyang.my/%E8%A8%80%E8%AE%BA/%E8%82%A1%E5%B8%82%E8%B7%91%E5%9C%A8%E5%AE%9E%E4%BD%93%E7%BB%8F%E6%B5%8E%E5%89%8D%E5%A4%B4%E9%BB%84%E6%98%A5%E6%A2%85

This is good article , too bad , I can't translate it , the key message is , invest in the "resilient company" only as they can weather the storm and emerge becoming stronger company .. Uzma, Dialog ,AAX is one of good example ...

China has billions of people , still have people can afford to travel even during the economic downturn , on top of that , they are more willing to chose cheaper airline since they need to cut down the budget ,hence, AAX is a good fit for them ...

I believe so , SC did not reject the application and just need more data to review and make final decision .. if the next QR is good then AAX stand a good chance to get lifted in Sept ..

hope for the best ..

I just checked the Seacera who just got lifted the PN17 yesterday , they submitted the waiver of RP plan on 20th April and they got the approval on 16th Aug , it took SC almost 4 months to approve this ..

Nylex , Serbak and Awantec may be delisted due to the restructure plan not ready before the due date , they all submitted the extension request around the same time that AAX did , seems like AAX is safe as of now , I hope that means AAX will be granted the waiver for RP and upliftment of PN17 .. then fly ....

Hope QR can be released soon ...

https://klse.i3investor.com/web/blog/detail/savemalaysia/2023-08-14-story-h-242846152-Malaysia_based_airlines_to_start_flying_to_Central_Asia

Plan for more route .. expansion is on the way ...

Anybody know when the QR will be released ??