Exactly at DY above 6% and stability of Harimau and consistent dividend payout, what's not to like about this counter?

Unless YTLP issues bonus issues like previously in 2014, 2017, 2020. So based on this will they also issue Treasury shares soon? Who knows.

@Agjl, funny i was thinking about the same question too the other day.

I came to conclusion that when the day comes and the price hits rm5.15, assuming no change in dividend payout, I would roughly have paper gain equivalent to approximately 114 years of forward dividend immediately.

I would then diversify all my YTLP portfolio park all proceeds in EPF and max my dividend.

Meanwhile I would wait for next opportunity to buy YTLP on the dip again.

EPF is trading actively over past few weeks... I bet they are trying their best to also generate profits as they will be releasing the 2023 dividend returns by March. Meanwhile all of us are anticipating a healthy 32 sens as well. win-win on both fronts. GG

@dragon328 @cgtan2020 Thanks guys for sharing your thoughts. good to know.

@dragon328 TMB is also on the lookout to venture into data centre business as well. Will this affect YTLP in any way?

@stkoay Yes agreed. Nevertheless always happy to see Harimau wake up again. It was so slow until I stopped looking at it. If this continues, hopefully it can stay around the 9.50 mark. it's time for this stock to set a new high.

Finally! some action.. looking good at 9.22.. falling asleep due to not much movement. Maybe this is in anticipation of the second interim dividend likely to be announce end Feb as per last few years. I'll be careful as fund managers can also be starting to set traps for bilis to 'chase high'. I am surprise if much upward movement in price this year seeing likelyhood of BNM rising rates to be very slim in view of easing inflationary pressures and mirroring Fed Reserve. What do you all think?

@calvintaneng, Sorry but if plantation stocks so good, please go ahead and buy as much as you need. No need to go to every forum to sing this and that until blue bro. I am pretty sure many brothers here who can afford to buy shares have a bit of common sense and at lease makes informed decisions. We also know that plantation stocks are seasonal and prices go up as well as go down. Just continue to promote at your blog and if you are correct every time, people will follow you and buy based on your blog. Case in point, look at dragon328 here at YTLP, his views are admired for his knowledge and forumers here follow him willingly. If you are good, people will recognised and act accordingly. #justsaying.

PE at 20 times is very very high vs industry at 16 times. Its a good IPO to consider but the price is over valued. I am now having second thoughts.

I read somewhere why data centers are positively linked to RE industry and hence related stocks is because companies favor setting data centers in RE zones to reduce the likely hood of interrupted power supply and attractiveness of company with regards to its alignment to ESG related issues.

https://www.powerandcables.com/next-generation-data-centres-need-medium-voltage-upss-fuel-cells/

If case anyone is interested to read more about NETR and the government of the day's plan to push for RE:

https://www.ekonomi.gov.my/sites/default/files/2023-09/National%20Energy%20Transition%20Roadmap_0.pdf

Jerichomy sudahlah, please stop enough with OTB lah. I can see that you are clearly Malay from all your comments. Please stop la... dont embarrass the other Malay forumers.. whatever your beef or fight with OTB, we don't care at all. cukuplah, terima kasih.

wow... my last posts mentioned that MIB analysts foresee next resistance level at 3.85 and on last night after I posted it, I noticed that the price was 3.85 and today it fell. coincidence?

@Dragon328

Thanks for sharing. I guess I already missed many opportunities as was complecent and didn't monitor the stock to see the potential upside with all those collaboration until too late.

I personally feel that RE will be here to stay as NETR is being rolled out at least in the next t 3 to 5 years for Malaysia and the new IPO closing on 18 Jan Master Tec has peaked my interest once again to look closer into this industry.

Under the Yeoh family leadership I am confident that they will achieve new heights. I am also mindful of the new 'distribution' stage when a new dip will be formed on the way to the next summit climb. The next QR will be announced in May 24 and wondering if should look into add now or after the dip. Based on previous pattern by company, they may diluted the shares further by issuing bonus shares like previous years? what are the odds for this to happen? Also what I remember is that one of the directors sold off 2.2M shares in Dec 2023. So am a bit puzzle on this move. EPF also sold off 22M each in May 23.

Btw FYI based on last week MIB webinar, the analyst foresee next resistance level at 3.85

I also forsee that banking stocks will not gain much this year as well as BNM would be unlikely to raise rates.. The Feds will not raise anytime soon due to huge budget USD30+ trillion expected this year.. the US also may not get the congress approval to continue funding its overseas campaign in middle east as well as eastern Europe. So yeah I expect the rates to at least maintain into 2024. Which would be less favorable to Banking stocks as it has no push momentum unless something unforeseeable happens

@stkoay buying between huge funds normal as they want to deprieve retailers from hoarding also their mandate requires them to trade in only big cap stocks. Selling for gains normal for various reasons including dividend declaration and window dressing among others I guess.

@Dragon328 just wondering but do you still buy more ad it climbs before reaching its fair PE value or you stopped since last year? Am tempted to add more to increase my Dividends but mindful that buying now with my dollar cost average to skyrocket upwards. What are your thoughts on this?

looking at the volume over the past few days, the rise in price is supported by consistent high volume to support the price whereas if you noticed when short lived profit taking or distribution phase, there was weak volume which I presume to be a 'false/fake bear'. usually false/fake bear is the 'testing' phase by fund managers to see if market will sell. for more info, check out the technical charting in klse screener.

haha... as expected IB shake the coconut tree and the weak fruits will fall, fall, fall... hopefully all investors here are steadfast in their belief and hold tight on their investments. the other day peaked at 3.57 and so far peaked 3.61... sweet..

When i saw the price dropped by RM0.10 this morning I knew that the drop wont be long before it goes up again. Typical tactic of Fund Managers shaking the coconut trees for weak fruits to fall i.e. knee jerk profit taking by retail investors. I like profit taking to exists because it sets a new price point for resistance level. Sooo..... to quick profit minded investors, please continue to panic and sell your shares :-)

https://www.nst.com.my/business/corporate/2024/01/998535/foreign-investors-mopped-rm5249m-worth-shares-last-week

Wow go YTLP!.. 4 days in a row!..

RM2.57 > RM2.80 > RM3.00 > RM3.22

Nice closing for the week. Really really tempted to lock in the profits.

At P/E 9.74x still very cheap compared to TENAGA at 20.29x. Industry average at 15.8x. Fair P/E value 13.3x and fair price at RM4.93 according to SWS

https://theedgemalaysia.com/node/696034

... In a note to investors last November, Hong Leong Investment Bank observed that YTL Power's Singapore unit continued to deliver "astounding" contribution in 1QFY2024, "leveraging onto the new Tuaspring asset to expand its power generation and retail market share, and combined with sustaining retail tariff with secured low liquefied natural gas costs, have improve the segment’s overall margins".

"Management expects overall FY2024 earnings to be mainly underpinned by the sustaining contribution of PowerSeraya... we believe the current valuation remains undemanding, given the strong earnings of PowerSeraya while dividends may surprise on the upside," said the investment bank as it raised its target price to RM3.90 from RM2.90. ...

Thanks for the info OTB

Sweet... fortune favors the brave. hold on to your belief in fundamentals when investing and you will be rewarded. it's common sense really when deciding on what sectors to invest in

Received this email from my solar panel installer.. the potential upside to more demand for RE and/electricity, perhaps more home charging for RV in coming years with increase in demand. Looks positive too for Toyota and Proton. Spillover benefits to MBMR and UMW too!

‐----------------------------‐-------

Dear xxx,

If you have ever considered switching your car to one that runs on electricity, then the following would be interesting for you!


Did you know that Proton, our Malaysia's national carmaker, is targeting to launch its first EV in 2025? Toyota Malaysia also plans to follow suit and enter the electric space in the next few years. This is in line with our Government’s goal of having 1.5 million EVs on the road by 2040.


How it is going so far


The Electric Vehicle (EV) market in Malaysia is relatively small but growing rapidly. According to the Malaysian Automotive Association (MAA), 2,717 EVs were sold in 2021, a significant increase from the 1,642 units sold in 2020. 💁🏻‍♀️🚘


EVs are also becoming more affordable. BYD, the vertically-integrated Chinese EV automaker (largest EV maker in the world) has entered the Malaysian market offering affordable EV options such as the Dolphin model and the popular SUV Atto 3 model.


Challenges and opportunities

Government can already see that demand for electric vehicles (EVs) will far outstrip that of internal combustion engine (ICE) cars within its 2023-2032 forecast period.


"We currently forecast total EV sales to quadruple in 2023."


The upfront cost of EVs are still higher than gasoline-powered cars in many cases. However, this cost is expected to come down over time as battery technology improves and economies of scale are achieved.


Another challenge is the availability of charging infrastructure. While we are estimated to have more than 1,200 charging stations in Malaysia, there is still room for improvement. Under the Low Carbon Mobility Blueprint, the Government plans to install 10,000 charging stations by 2025.

1 Dec 2023

Malaysia Airports Holdings Berhad
AIRPORT
Share Price 7 Day 1 Year
7.18 -1.6% 12.2%

Third quarter 2023 earnings released: EPS: RM0.048 (vs RM0.014 loss in 3Q 2022)
Third quarter 2023 results:

EPS: RM0.048 (up from RM0.014 loss in 3Q 2022).
Revenue: RM1.28b (up 48% from 3Q 2022).
Net income: RM80.3m (up RM103.8m from 3Q 2022).
Profit margin: 6.3% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue.

Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Infrastructure industry in Asia.

Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.

Yalor suddenly so many new fake trolls jumping up and down just because a little correction. I just relax only.. woke up from a short nap and thinking what to have for dinner tonight.. no worries at all.. YTLP in good hands as always.. RE sector the star attraction at least for next 2 years, unless so new policy shift by gomen of the day. So why worry? YTLP not GLC so professionally run and so no political appointments. My friend use to work briefly for YTLB says they really employ brilliant people at the firm and not so easy to get in. So chill

Thanks OTB, very informative indeed.
_____________________________________________________________________
OTB

Dear dragon328,
The below link will help to answer your question.
https://finance.yahoo.com/news/opportunity-ytl-power-international-berhads-022543455.html

Good luck.
Thank you.

@chessgame99, just to share, if you know that starting next year, sale of all private share holdings will be subjected to capital gains tax ie companies like private limited, partnership, etc. I am pretty sure in future the government will also initiate tax on capital gains on public listed share equities as well. I think if someone with a sizable capital appreciation have to consider this point as well when planning for investment decisions. I have an idea in mind on what to do when the time comes but due to my reasons I will not publicly share what's my plan to deal with the issue when it comes. What I can say is that it would be wise to also consider the future possibilities to deal with this aspect as well

My comments on said nuisances are not in teference to any creature dead or alive in whatever form. Own personal opinion only, please don't sue me ys

I believe in the law of attraction and the energy we attract, that is why I rarely entertain trolls.. bad for my business in making money in investments

@Zhuge_Liang, not only that. If you read and believe in the book by Rhonda Bryne entitled 'The Secret' you will find that many things in our lives are a result of our actions. If you mix or are positive, you get positive energy and your life is bright. If you are negative or attract negative energy then your life won't be smooth and many hiccups maybe even failure. If one Is a nuisance in life or even in this forum, he or she will attract negative energy because cursed or hated by others. All negative energy will be part of said nuisances life. That's why one should even entertain toxic people in life or you'll attract their bad energy. This is my sincere opinion.

Jerichomy, dont you have some 'Save Gaza' protest to attend or something? Go fight some Jews or something and leave this YTLP alone bang

257% is clean profit mafaka

yes only OTB Machai trade here, since you also here, you are also a OTB machai

anyone can call me machai or sifu, whatever you want but I have the last laugh as I am currently up 257% on my YTLP investment and I am also sure many like me smiling all he way.. insult and talk no use, makes you look like a sour grape and a LOSER too

those who make money talk facts or nothing at all - quietly making money. those who don't ... just talk one liners... attention seekers if you will.. most probably a byproduct of Perikatan Nasional.. 'nuff said

Sweet closing at 2.36, I believe its the highest to date too

@Jaya Based on past 5 years dividend next payout, if without DRIP as early as mid March till early May, if with DRIP is around as early as mid April to as late as mid June.

Revving up Maybank’s sustainability commitments
TheEdge Mon, Nov 06, 2023 10:00am - 1 hour

The progress made in just two years since Maybank unveiled its four headline sustainability commitments has seen the group revising two of the targets upwards - Maybank Chief Sustainability Officer, Shahril Azuar Jimin

By 2025, it aims to mobilise RM80 billion (up from RM50 billion) in sustainable finance and improve the lives of two million (up from one million) households in ASEAN.

Maybank Chief Sustainability Officer Shahril Azuar Jimin says the group has surpassed the halfway mark for these two commitments and the yearly targets for the remaining commitments, namely achieving a carbon-neutral position of its own emissions by 2030 and net-zero carbon equivalent position by 2050, and achieving one million hours per annum on sustainability and delivering 1,000 significant Sustainable Development Goal outcomes by 2025.

According to Shahril, the group has to date mobilised some RM49 billion in sustainable finance enabled by the rollout of the Sustainable Finance Framework (SPF), the first bank in Malaysia to do so. The SPF, which supports greater development of green, social and sustainable products, has elevated the group’s ability to mobilise sustainable finance, he says.

In 2022, more than 90% of non-retail mobilisation was contributed by home markets, says Shahril, adding that 39% of the loan proceeds went towards the development of green buildings (representing a 15% increase from 2021) and 39% to affordable services and infrastructure.

“In 2022, retail mobilisation across home markets increased by 17% from 2021. Thematically, over 50% of sustainable finance was mobilised through the provision of affordable essential services and infrastructure. Roughly 30% was mobilised towards financing clean transportation, while energy efficiency, including financing of green indexed property units and green mortgages, contributed 16%,” he adds.

The lives of more than 1.05 million households across ASEAN have improved as a result of the group’s financial inclusion initiatives, zakat, micro-insurance offerings and community flagship programmes, says Shahril.

On the group’s decarbonisation journey, he says that Maybank has reduced operational emissions by 48.5% against the 2019 baseline thanks to its energy efficiency projects, Malaysia renewable energy certificates and carbon credits.

Maybank’s Sustainability journey thus far:

A point of pride for Maybank is that it is the first bank in the country (and one of the first in ASEAN) to establish a financed emissions baseline, which sets out the starting point for the group to chart its progress towards decarbonisation. Maybank was recently recognised in TIME magazine’s World’s Best Companies 2023 listing, ranked 374th for Sustainability, the only company in Malaysia to receive this accolade.

As for the fourth sustainability commitment, Maybank has achieved more than 580,000 sustainability hours, with 62% directly related to sustainability initiatives.

Shahril sees the group as an enabler in the country’s sustainability journey, particularly with the government’s more recent introduction of several pivotal frameworks and documents to chart the nation’s energy transition and sustainability pathways.

“The National Energy Transition Roadmap and the government’s intention to increase the renewable energy target to 70% by 2050 and uplift renewable energy export ban are steps in the right direction. Maybank sees itself as an enabler in this space. We have identified the areas of focus, including transition finance, renewable energy, carbon credit producing projects and electric vehicles.”

“We see renewables as a top carbon abatement lever for ASEAN, while electric mobility is viewed as an investment opportunity through partnership with equipment manufacturers and developing a charging infrastructure,” he adds.

Maybank, he says, is not taking its foot off the gas when it comes to seeing its sustainability commitments come to fruition. The group plans to develop a science-based, net-zero pathway and strategy to guide its decarbonisation transition. It also plans to carry out strategic engagements with clients, government ministries and regulators in transitioning to a low-carbon economy, as well as craft new and innovative products and solutions to drive mobilisation in sustainable finance.

Good news in horizon, after move to ESG building, more investor will come in

https://theedgemalaysia.com/node/687411

https://financemalaysia.blogspot.com/2021/12/ranhill-utilities-berhad-recharge-and.html?fbclid=IwAR1ZGUEOylOt132FNKT1bjpO4tS6rHfm3-x97DV98KffxvC17DjOu4nQZvY&m=1

nice closing at 2.18. sweet! previous closing was 2.21. if can break this then will set a new high

@dragon328 Thanks for update

@stkoay haha.. no wonder your user ID so familiar. now you just confirmed my guess too. I used to also visit Genting forum back when i also invested in it. since i sold off all shareholdings in GenT and GenM and made a small profit, I am much happier investing in Harimau. My ex-banker brother who used to work in SG also advised me to invest in safe haven stocks like Banks especially Harimau being the largest and biggest bank by cap size. he told me no way Harimau will bankrupt. if that day happens, everyone in Malaysia will also Harakiri. he also said stocks like GenT and GenM are speculative stocks which I also agreed seeing the price yo-yo up and down. so far i am at peace with Harimau and dont bother to monitor daily now. so to other Harimau investors, just invest and be confident in your investment, no one should shake your beliefs and confidence too.

https://financemalaysia.blogspot.com/2023/10/budget-2024-winners-and-losers.html?fbclid=IwAR3vEKlPnvuAgcnZE9PDBRpT_UsJ2dQcxC0TkH7JIuAMtEqjMRzSPYSC1s8&m=1

RE to benefit from budget 2024

Nice change to see a lot more info today instead of insults flying here and there for a change. Thank you all

Sigh.... I have to shift through the sheet load of unrelated noise everyday just to read only useful info posting from dragon328