Posted by Lester Teow > 2023-11-10 08:37 | Report Abuse

Insider move:
Changes in major shareholders, tariff hike expectation prompt rally in water-related stocks
https://theedgemalaysia.com/node/689548

Posted by Layla123 > 2023-11-29 15:26 | Report Abuse

Taliworks Corp Bhd's Q3 2023 net profit rose to RM13.54 million boosted by increased results from jointly controlled entity Grand Sepadu (NK) Sdn Bhd, attributed to toll compensation. https://urlis.net/2hciy6d1

Posted by calvintaneng > 2 months ago | Report Abuse

Aiyoo Yippy68

You got see properly Taliwork balance sheet or not?

Earn less than 1 sen
Cash only Rm104 Millions
Long term borrowings Rm269 Millions

Mana ada duit pay good dividend leh?

Better switch to Hs Plant

See very carefully

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-19-story-h-188335565-HS_PLANT_5138_A_PALM_OIL_LAGGARD_YOU_WITH_DEEP_VALUE_YOU_SHOULD_TAKE_NO

Posted by Pinky > 2 months ago | Report Abuse

Calvin u don't understand concession business accounting

Posted by Pinky > 2 months ago | Report Abuse

Oh no! The end of 1.65 sen per quarter! 😲

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=227060&name=EA_FR_ATTACHMENTS

The Board is pleased to declare a fourth interim single-tier dividend of 1.0 sen per share on 2,015,817,574 shares amounting to RM20,158,000 in respect of the financial year ended 31 December 2023, to be payable on 29 March 2024.

Posted by Tanleechoo > 2 months ago | Report Abuse

Why pft Down..?

Posted by Pinky > 2 months ago | Report Abuse

1. Higher repair and maintenance expenses
2. Previous quarter got toll compensation - current period tiada

Looks like they finally exhausted their free cash, hard to sustain 1.65 sen per quarter already 😅

Continue monitor for another quarter

Posted by cooledhawk123654 > 2 months ago | Report Abuse

Last 2 years invesment in associate loss abt 20 over millions every year, what sort of the bisness the associate is doing? why keep losing money

Posted by Pinky > 2 months ago | Report Abuse

@cooledhawk123654

This:
https://taliworks.com.my/waste-management/

Posted by Pinky > 2 months ago | Report Abuse

Laosai terus 🤣

Posted by sianglong91 > 2 months ago | Report Abuse

Lmao 🤣

Posted by iscmob > 2 months ago | Report Abuse

Any thought on HLB Research Rpt:

Water. Revenue climbed higher by 6.0% driven by the increase in chemical and electricity rebates. There was a 2.4% hike in BWSR rates in FY23. Average MLDs came in lower by -2.8% which is within our range of expectations. At the operating profit level, there was a decline of -4.2% mainly due higher rehab & maintenance expenses. Profitability for the segment is expected to improve with a 14.3% tariff hike (effective 1-Jan-24).

Tolls. ADT at the Grand Saga Highway and Grand Sepadu showed encouraging YoY growth at +7.3% and +2.8% respectively, benefitting from increased car usage vs FY22 which encompassed periods of pre-endemic conditions. Additionally, Grand Saga traffic was aided by the opening of SUKE highway. Despite the ADT growth in the period, profitability was lower on the back of higher rehab and maintenance charges.

Construction. Revenue nearly doubled in FY23 due to the progress of the Package 2 and 3 of Rasau water scheme. We expect to see stronger performance from this division with projects showing signs of ramping up. There are also two water opportunities in the pipeline in Selangor which Taliworks could participate in.

Forecast. Despite the results shortfall, we make no changes to forecasts as the construction segment is positively ramping up.

Maintain HOLD, TP: RM0.81. Maintain HOLD with marginally lower SOP-driven TP of RM0.81 (from RM0.82) after rolling over valuation for is concession businesses. Uncertainty over its new level of dividends could weigh on share price in the near term. Nevertheless, we acknowledge the company’s highly cash generative business exposure. Upside risk: water project wins; Downside risk: lower dividends from current levels.

Posted by Pinky > 2 months ago | Report Abuse

won't touch until better clarity of dividends going forward

Posted by iscmob > 2 months ago | Report Abuse

won't touch as in, don't sell and don't buy? many sold ...

Posted by Pinky > 2 months ago | Report Abuse

I exited long ago around 83 or 84 sen. Been monitoring for re-entry for its tasty dividend yield. So now...since 1.0 sen je...

Posted by cooledhawk123654 > 2 months ago | Report Abuse

@cooledhawk123654

This:
https://taliworks.com.my/waste-management/

thanks

Posted by Lester Teow > 2 months ago | Report Abuse

This is a dividend stock. If dividend is not attractive anymore, no reason to buy.

Posted by Lester Teow > 2 months ago | Report Abuse

RM27.60 million for budgeted capital expenditure for 2024, a significant portion of which is for solar
panel replacement and other improvement works.

Posted by ch > 2 months ago | Report Abuse

Gg. Panic selling

Posted by Markv572421 > 2 months ago | Report Abuse

time to buy

Posted by Markv572421 > 2 months ago | Report Abuse

melampauuuuuuu juga taliworks share dop ...what is the management doing ??????

Posted by Tanleechoo > 2 months ago | Report Abuse

New MD hope can show a clear business directions…lack of focus as involved in too many business .. the core should be related to water

Posted by Markv572421 > 2 months ago |

Post removed.Why?

Posted by Pinky > 2 months ago | Report Abuse

Easy calculation.

If 1.0 this quarter is indication of future dividends...

RM0.01 x 4 / RM0.78 = 5.13% dividend yield

I might as well buy REITs like IGBREIT and SUNREIT 🙄

Posted by Pinky > 2 months ago | Report Abuse

Need another 10% drop to 70 sen baru I will reconsider

Posted by Markv572421 > 2 months ago | Report Abuse

never know tommorrow will rebound so suddenly ??

Posted by Markv572421 > 2 months ago | Report Abuse

still got buyer at current price ....nice 0.78

Posted by Markv572421 > 2 months ago | Report Abuse

Wow so many ikan bilis here ......cut loss ?

Posted by Markv572421 > 2 months ago | Report Abuse

Ikan billis sell at 0.775 ???? Sure boh ? T3??

Posted by tingch > 2 months ago | Report Abuse

keep buying..

Posted by Markv572421 > 2 months ago | Report Abuse

recovering tommorrow ?

Posted by Markv572421 > 2 months ago | Report Abuse

too much oversold .....

Posted by Xcalibre > 2 months ago | Report Abuse

Lots of UPSIDE ! DON’T MISS THE BOAT

Posted by Pinky > 2 months ago | Report Abuse

Yes, I will relook into this if drop to 70 sen

Posted by Markv572421 > 2 months ago | Report Abuse

Steady 78.5 - 79.00....hope to see good things happen on monday

Posted by Markv572421 > 2 months ago | Report Abuse

How many contra players in this stock ??????

Posted by Markv572421 > 2 months ago |

Post removed.Why?

Posted by Markv572421 > 2 months ago | Report Abuse

setupid the management of this company

Posted by Xcalibre > 2 months ago | Report Abuse

Construction to Fire on All Cylinders in FY24; BUY!!

Under Budget 2024, MYR1.1bn was allocated for supply issues, especially in Kelantan, Sabah, and Labuan. This may include infrastructure like water treatment plants which Taliworks is currently constructing. Another rerating catalyst would be quicker-than-expected approvals for the tariff hike for its waste management associate.

Posted by DividendGuy67 > 1 month ago | Report Abuse

TALIWRK back above 80sen, closing at 0.815. Strong +3.16% gain.
Thanks to TALIWRK recovery and 20 other green stocks to offset 12 red stocks, my portfolio made new all-time high again today.

Posted by GroetjesuitNederland > 1 month ago | Report Abuse

DividendGuy67 TALIWRK back above 80sen, closing at 0.815

Does anyone know why? The share price was punished because the dividend was reduced by about 39%. Something should be emerging for the share price to suddenly jump 2.5 sen with 6+ weeks to go to the next Quarterly Report.

Posted by Pinky > 1 month ago | Report Abuse

Maybe internal info that next quarter could go back to 1.65 sen divvy

Posted by sianglong91 > 1 month ago | Report Abuse

Something is brewing inside quietly

Posted by iscmob > 1 month ago | Report Abuse

still brewing ... why?

Posted by Tanleechoo > 1 month ago | Report Abuse

Any new contracts.?

Posted by djrajan > 22 hours ago | Report Abuse

Taliworks starts 2024 on strong footing with 49% jump in earnings + Dividend is coming

https://theedgemalaysia.com/node/711549

Posted by Pinky > 21 hours ago | Report Abuse

1 sen again habislah 😂🤣

Posted by Yippy68 > 15 hours ago | Report Abuse

for time being .I think it is fair for Tali to readjust the dividend payout. seem yearly 6.6 is too heavy for them to sustain.

Posted by Yippy68 > 15 hours ago | Report Abuse

even 4 sen a year workout to a yield of 5 % if you buy at 80 sen. still better than FD.

Posted by Pinky > 7 hours ago | Report Abuse

But lose to quality REITs like IGBREIT, SUNREIT etc...