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Overview
Financial Highlight
HeadlinesBusiness Background YTL Corp Bhd is a global holding company that operates in the infrastructure development space through its subsidiaries. YTL Corp has a wide variety of operations, including activities in the construction, power generation and transmission, water and sewage facilities, communications, cement manufacturing, property development and investment, hotel development and management, e-commerce, and Internet education services industries. The company’s largest segment is its Utilities division, which houses its electricity generation and water management businesses. YTL mainly generates revenue from selling electricity, water, and other goods, such as cement and real estate. The company’s primary geographic areas include Malaysia, the U.K., and Singapore, from which it derives most of its revenue.
  jackgto @risktransformer based on your opinion what is the timeframe of this rebound. 27/09/2018 13:05 risktransformer Closed at RM1.23 (up 3 sen).... good show today! Please up another 2.5% tomorrow....TQ. 27/09/2018 17:02 steven223838 santa claus Yeoh was not supporting the share price for the few days. expect downtrend soon. 27/09/2018 19:42 steven223838 ytl's boss intends to keep the money for future expansion during the trade war. 27/09/2018 19:46 wayup http://www.theedgemarkets.com/article/gemasjb-rail-contract-sole-mega-rail-job-2019-says-cimb-research 28/09/2018 11:14 risktransformer Closed at RM1.25 (up 2 sen) with high volume.... very good show! I topped up at RM1.24 & RM1.25 today (I woke up late today.... couldn't get any at RM1.23). Sold some at RM1.26 ..... hehehe!! 28/09/2018 17:33 turbo8672 Positive News --->>> This development reaffirms YTL Corp Bhd’s position as the biggest play on Gemas-JB rail contract,” said CIMB Research 29/09/2018 13:10 KayEffSee Agree with Bro Tommy,,, DAP LGE open mouth for budget nia this UMNO counter sure fall like kampong house in Palu 05/10/2018 16:40 ivan9511 Bonia : do you know why I like Bonia ? Because no matter earn or loss , Bonia sure give dividend yearly ? This kind of stock I call Have a conscience , gentlemen , good counters ? same as YTL, YTLP , Ranhil , Bonia those I also ada , those I call them Have a conscience counters / Not like some earn money no dividend ex : bjc, bjland , trop , Mkland , ,Benalec especially Benalec ( just lost one qr then no give dividend , F lol , benalec got so many land and keep ask money from pl, I feel Benalec also keep a lot of cash too , the boss rich until cannot fi nish the money for how many billion years but stingy of the dividend . ) 06/10/2018 15:44 simon161 YTL Corporation $YTL / 4677 (YTL CORPORATION BERHAD) HOLD, TP RM1.40, RM1.25 close YTL Corp has zero exposure to MRT 2. It remains the biggest play on the RM8bn9bn Gemas-JB rail double tracking project, which has been allowed to proceed at a lower cost. YTL, via YTLSIPP JV, has emerged as the main turnkey contractor. To know the best price to enter this all time low counters along with more details on other counters, and to join the group, Whatsapp +60 11579 68067 (Susan) 09/10/2018 18:25 KayEffSee Aiyaaa fall again today, 8 cents some more oh,,, Dis Yeoh family better pray pray very hard the johor double track not get cancel and retender again. When Gamuda get news MRT project have to retender we already know what happen to their share price. I think YTL will receive the same news for double track la. 10/10/2018 17:00 qingqingqing The YTL cement really not service well after the boss pass away, telephone always nobody answer...24hrs keep pass to extension and shutdown 05-759 6000 YTL Perak Manjung 12/10/2018 06:57 qingqingqing During market slow down but delivery still having issue.... Management have to do something 12/10/2018 06:58 Victor Yong deduct 4sen dividend ex date in less than 4 days, rm1.13 - 0.04 = buy at rm1.09 :) 16/10/2018 15:11 Victor Yong Still applicable? :) YTL Corporation was testing the RM1.25 level in its latest session. With a moderate RSI level, it may trend higher above this point with a target price of RM1.35, followed by RM1.40. Meanwhile, it may turn sideways if it fails to cross the RM1.25 mark in the near term. In this case, support is anticipated at RM1.16, whereby traders may exit on a breach to avoid the risk of a further correction. Trading Call: Buy on further rebound above RM1.25 Target: RM1.35, RM1.40 (time frame: 3-6 weeks) Exit: RM1.16 Source: AmInvest Research - 1 Oct 2018 16/10/2018 16:24 Victor Yong Nothing much has changed :) YTL Corporation Berhad - on Track for FY19F Growth Author: sectoranalyst | Publish date: Thu, 30 Aug 2018, 09:57 AM INVESTMENT HIGHLIGHT 4Q18 core earnings slightly ahead, dividends maintained Property inventory write-down impacted headline numbers Construction and cement slated to improve from FY19F Re-affirm BUY at unchanged SOP-based TP of RM1.55 4Q18 core earnings ahead of estimates. YTL reported core net profit of RM226m for its 4QFY18, bringing FY18 core earnings to RM598m. This is ahead of estimates accounting for 115% and 111% of our and consensus FY18F respectively mainly due to stronger than expected utilities earnings. A final dividend of 5sen/share was declared (ahead of expectations), representing a 88% payout (vs. our 60% payout assumption. Property write-down. There was a large inventory write-down amounting to RM120m (against BV of RM1b) for the property segment in 4QFY18, relating to YTL’s property project in Singapore (part of 3 Orchard by the Park project) – write-down was triggered by Singapore’s property cooling measures. The project involves 77 units and is slated to commence sales soon. Despite the write-down, YTL is confident of selling the units around SGD3500-3700psf – if this materialises, the amount is likely to be written back. Major expansion to orderbook. The addition of the Gemas JB project (we estimate YTL’s share of the contract at RM8b) on top of construction of the group’s Tg Jati power plant in Indonesia (estimated construction value of RM4b) will provide a massive expansion to the group’s orderbook from the current RM400m to some RM12b. Gemas-JB is understood to be already underway (20% progress) while Tg Jati construction is expected to commence early-CY19F. While there was some contribution by Gemas-JB in 4QFY18, meaningful contribution is expected from 2QFY19. Cement on track for improvement. Cement revenue (-8%yoy) and earnings (-70%yoy) shrunk in 2Q18 due to lower demand, increase in sales & distribution cost and competitive pricing. However, future improvement should be driven by sizeable internal projects, i.e. GemasJB double tracking and Tg Jati construction (clinker supply). BUY reaffirmed. Our BUY on YTL is maintained at unchanged TP of RM1.55. Key catalysts are: (1) Gemas-JB double tracking expansion progress, (2) Commencement of Tanjung Jati power plant construction; estimated RM4b construction value, (3) Construction of two new luxury hotels – Marriot and Edition Sentral - under YTL Land, (4) Improvement in YTL Cement’s earnings driven by the construction divison’s orderbook expansion, (5) Consolidation in Singapore power generation sector, (6) Gradual expiry of LNG supply contracts for Singapore power, and (7) Accelerated breakeven of mobile broadband business from any potential partnership or divestment. Key risk to our call is weaker than expected underlying earnings for YTL’s cement unit and a delay in construction job awards. Source: MIDF Research - 30 Aug 2018 16/10/2018 16:29 Victor Yong Recent buyback by YTL. current price level is considered cheap :) 30-Aug-2018 30-Aug-2018 Buyback 6,665,600 1.250 1.330 View Detail 30-Aug-2018 30-Aug-2018 Buyback 6,665,600 1.250 1.330 View Detail 03-Aug-2018 03-Aug-2018 Buyback 2,000,000 1.350 1.350 View Detail 02-Aug-2018 02-Aug-2018 Buyback 3,000,000 1.360 1.360 View Detail 01-Aug-2018 01-Aug-2018 Buyback 3,438,000 1.330 1.350 View Detail 31-Jul-2018 31-Jul-2018 Buyback 2,448,000 1.340 1.340 View Detail 30-Jul-2018 03-Aug-2018 Buyback 13,886,000 1.310 1.360 View Detail 30-Jul-2018 30-Jul-2018 Buyback 3,000,000 1.310 1.310 View Detail 27-Jul-2018 27-Jul-2018 Buyback 4,000,000 1.300 1.300 View Detail 26-Jul-2018 26-Jul-2018 Buyback 3,000,000 1.310 1.310 View Detail 24-Jul-2018 24-Jul-2018 Buyback 4,000,000 1.320 1.320 View Detail 23-Jul-2018 27-Jul-2018 Buyback 15,000,000 1.300 1.320 View Detail 23-Jul-2018 23-Jul-2018 Buyback 4,000,000 1.310 1.310 View Detail 20-Jul-2018 20-Jul-2018 Buyback 3,500,000 1.290 1.310 View Detail 17-Jul-2018 17-Jul-2018 Buyback 4,500,000 1.320 1.340 View Detail 16-Jul-2018 20-Jul-2018 Buyback 17,963,000 1.290 1.340 View Detail 16-Jul-2018 16-Jul-2018 Buyback 9,963,000 1.300 1.330 View Detail 13-Jul-2018 13-Jul-2018 Buyback 7,912,000 1.220 1.270 View Detail 12-Jul-2018 12-Jul-2018 Buyback 10,969,000 1.170 1.210 View Detail 11-Jul-2018 11-Jul-2018 Buyback 2,000,000 1.150 1.150 View Detail 10-Jul-2018 13-Jul-2018 Buyback 26,972,000 1.150 1.270 View Detail 10-Jul-2018 10-Jul-2018 Buyback 6,091,000 1.160 1.180 View Detail 06-Jul-2018 06-Jul-2018 Buyback 9,000,000 1.140 1.150 View Detail 05-Jul-2018 05-Jul-2018 Buyback 6,761,000 1.130 1.140 View Detail 04-Jul-2018 04-Jul-2018 Buyback 7,967,000 1.100 1.110 16/10/2018 16:51 Victor Yong YTL is quite diversified.... good to diversify the risks for investors too... :) Within the sprawling business empire of the YTL Group, there are four listed vehicles — YTL Corp Bhd, YTL Power International Bhd, YTL Land & Development Bhd and YTL Hospitality REIT. YTL Cement Bhd, one of the fastest-growing cement companies in the country, was taken private in 2012, while information technology (IT) firm YTL e-Solutions Bhd was privatised. Today, YTL Corp is among the 30 largest companies listed on the Main Market of Bursa Malaysia, forming one of the component companies of the FTSE Bursa Malaysia KLCI, the stock exchange’s primary benchmark index. In addition, it has been listed on the Tokyo Stock Exchange since 1996, the first non-Japanese Asian company to list there. YTL Corp is the parent company of the other three listed ones: it has a 47% direct stake in YTL Power (global utility giant), 65% in YTL Land (property developer) and 55% in YTL REIT (pure play hospitality REIT). Together, the four listed companies have a combined market capitalisation of about RM28 billion and total assets of over RM110 billion. Meanwhile, the YTL Group also has a stake in Starhill Global REIT, which is listed on the Singapore Exchange. 16/10/2018 17:03 Victor Yong Investors dah lupa kah? :) YTL Corp Bhd (Aug 1, RM1.35) Upgrade to buy with a revised target price of RM1.55: Post-meeting with the Johor state government, the minister of transport announced that the Gemas-Johor Baru double-tracking project will proceed as scheduled. In fact, there is a possibility of expansion to the project scope with additional stations versus the current planned 12 stations. To recap, the Gemas-Johor Baru double-tracking project worth RM8.9 billion was awarded to a Chinese consortium comprising China Railway Construction Corp, China Railway Engineering Corp and China Communication Construction Consortium Sdn Bhd. The project involves 197km of double tracks, stations, electric trains, depots, land viaduct, bridges, electrification and signalling systems. The project is scheduled to be completed in October 2021. Post-14th general election, we conservatively excluded the Gemas-Johor Baru double-tracking project from our forecasts given the Pakatan Harapan government’s intention to review major construction projects. The latest development is a positive to YTL Corp. In-page MRec The addition of the Gemas-Johor Baru double-tracking project (we estimate YTL Corp’s share of the contract at RM8 billion) on top of construction of the group’s Tanjung Jati power plant in Indonesia (estimated construction value at RM4 billion) will provide a massive expansion to the group’s order book from the current RM400 million to some RM12 billion. The Gemas-Johor Baru double-tracking project is understood to be already under way (20% progress) while construction of the Tanjung Jati power plant is expected to commence in early 2019. Both the projects are estimated to enhance group earnings by 19%/26% over financial year 2019 (FY19)/FY20. YTL Cement is a key beneficiary of the construction division’s order book expansion. We expect a combination of the Gemas-Johor Baru rail job and the construction of Tanjung Jati power plant to lift YTL Cement’s revenue by some 12% (or RM300 million per annum) on a full-year basis (likely from FY19) as supplies for both projects will be sourced from YTL Cement. YTL Cement’s solid balance sheet with a net cash of RM1 billion positions the group well for acquisitive expansion both locally and overseas. — MIDF Research, Aug 1 16/10/2018 17:28 Victor Yong Ytl has cash and cash equivalent amounted to RM11bil+ as at 30.6.2018... don't short its shares, ytl could buyback with its cash :) 16/10/2018 19:19 Victor Yong :) KUALA LUMPUR (Sept 28): Following the cancellation and deferment of the East Coast Rail Line (ECRL), MRT 3 (Circle Line) and KL-Singapore High speed Rail (HSR), the Gemas Johor Baru (JB) rail contract is the only mega rail contract left for 2019, said CIMB Research. In a construction sector note yesterday, the research house maintained its "Underweight" call on the sector due to the dearth of rail contracts. “This development reaffirms YTL Corp Bhd’s position as the biggest play on Gemas-JB rail contract,” said CIMB Research, adding that the upside risk to sector call is a revival of cancelled rail contracts. 16/10/2018 19:32 Victor Yong Any chance to rebound this week? :) Date Close 16/10/2018. 1.13 15/10/2018 1.11 12/10/2018 1.13 11/10/2018 1.15 10/10/2018 1.12 09/10/2018 1.21 08/10/2018 1.21 05/10/2018 1.25 04/10/2018 1.25 03/10/2018 1.27 02/10/2018 1.27 01/10/2018 1.24 28/09/2018 1.25 27/09/2018 1.23 26/09/2018 1.20 25/09/2018 1.18 24/09/2018 1.18 21/09/2018 1.19 20/09/2018 1.22 19/09/2018 1.22 16/10/2018 22:13 Victor Yong Ytl has a lot of treasury shares through buyback. It should consider to distribute the treasury shares to the shareholders to boost its share price :) [Total Treasury Shares 341,861,418] [YTL] Share Buyback (Form 28A) on 03-Sep-2018 Stock [YTL]: YTL CORP BHD Announcement Date 03-Sep-2018 Date 30-Aug-2018 to 30-Aug-2018 Number of Shares 6,665,600 Currency Malaysian Ringgit (MYR) Price (per shares) 1.250 - 1.330 Total Amount 8,667,404.85 Total Treasury Shares 341,861,418 Lodged Date 03-Sep-2018 Lodged By YTL CORPORATION BERHAD Exchange Bursa Malaysia Securities Berhad 16/10/2018 22:42 Victor Yong Investors have forgotten, maybe :) https://www.edgeprop.my/content/1410714/nod-gemas-jb-double-tracking-project-positive-ytl-corp 17/10/2018 06:41 Victor Yong Hopefully, another distribution soon :) Others YTL CORPORATION BERHAD EX-date 24 Oct 2017 Entitlement date 26 Oct 2017 Entitlement time 05:00 PM Entitlement subject Others Entitlement description Distribution of one (1) treasury share for every fifty (50) existing ordinary shares held ("Share Dividend") Period of interest payment to Financial Year End Share transfer book & register of members will be 26 Oct 2017 to 26 Oct 2017 closed from (both dates inclusive) for the purpose of determining the entitlement Registrar or Service Provider name, address, telephone no YTL CORPORATION BHD 11th Floor, Yeoh Tiong Lay Plaza 55, Jalan Bukit Bintang 55100Kuala Lumpur Tel:0321426633 Fax:0321412703 Payment date a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers 26 Oct 2017 b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. Number of new shares/securities issued (units) (If applicable) Entitlement indicator Ratio Ratio 1 : 50 17/10/2018 07:08 Victor Yong deduct 4sen dividend ex date in about one week, rm1.13 - 0.04 = buy at rm1.09 now :) 29 Aug 2018 Interim Dividend EX-date: 25 Oct 2018 Entitlement date: 29 Oct 2018 Entitlement description: Interim single tier dividend of 4.0 sen per ordinary share in respect of financial year ended 30 June 2018 17/10/2018 07:59 Victor Yong Anymore share buyback by YTL this month? :) 30-Aug-2018 30-Aug-2018 Buyback 6,665,600 1.250 1.330 03-Aug-2018 03-Aug-2018 Buyback 2,000,000 1.350 1.350 02-Aug-2018 02-Aug-2018 Buyback 3,000,000 1.360 1.360 01-Aug-2018 01-Aug-2018 Buyback 3,438,000 1.330 1.350 31-Jul-2018 31-Jul-2018 Buyback 2,448,000 1.340 1.340 30-Jul-2018 03-Aug-2018 Buyback 13,886,0001.310 1.360 30-Jul-2018 30-Jul-2018 Buyback 3,000,000 1.310 1.310 27-Jul-2018 27-Jul-2018 Buyback 4,000,000 1.300 1.300 26-Jul-2018 26-Jul-2018 Buyback 3,000,000 1.310 1.310 24-Jul-2018 24-Jul-2018 Buyback 4,000,000 1.320 1.320 23-Jul-2018 27-Jul-2018 Buyback 15,000,0001.300 1.320 23-Jul-2018 23-Jul-2018 Buyback 4,000,000 1.310 1.310 20-Jul-2018 20-Jul-2018 Buyback 3,500,000 1.290 1.310 17-Jul-2018 17-Jul-2018 Buyback 4,500,000 1.320 1.340 16-Jul-2018 20-Jul-2018 Buyback 17,963,0001.290 1.340 16-Jul-2018 16-Jul-2018 Buyback 9,963,000 1.300 1.330 13-Jul-2018 13-Jul-2018 Buyback 7,912,000 1.220 1.270 12-Jul-2018 12-Jul-2018 Buyback 10,969,0001.170 1.210 11-Jul-2018 11-Jul-2018 Buyback 2,000,000 1.150 1.150 10-Jul-2018 13-Jul-2018 Buyback 26,972,0001.150 1.270 10-Jul-2018 10-Jul-2018 Buyback 6,091,000 1.160 1.180 06-Jul-2018 06-Jul-2018 Buyback 9,000,000 1.140 1.150 05-Jul-2018 05-Jul-2018 Buyback 6,761,000 1.130 1.140 04-Jul-2018 04-Jul-2018 Buyback 7,967,000 1.100 1.110 17/10/2018 08:54 万靖 Dividen is one thing... another is the project for singapore to Malaysia bridge plan. Hope can success! 17/10/2018 12:44  |
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