2Invest

2Invest | Joined since 2018-05-22

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Stock

3 weeks ago | Report Abuse

Guys. Both YTL & YTLP are good & healthy company but please be clear-headed.

2 years back when YTLP was traded at 60sen+-, it was a good buy. Low PE, div yield of 8-9%, low price to book value at 0.1+ but not today.

YTLP today's book value may be about 30B, price to book value at about 1.++. Div yield at 1.++%

Value has realised, it's time for investors to leave.

Yeoh's family won't do much to the share price. Can just forget about it. Else they won't let the price since 2007 decline all the way to 50-60 sen the past few years.

If I use Microsoft system running on IBM machine working on a project for MBB today. I can tell the market I am in "partner" with Microsoft & IBM. & MBB will tell the media that I am their ""IT Partner"

In fact I am just 1 of the contractors to MBB.

The word "Partner" is just a nicer word to use to the media. If YTLP is the data owner, that's diff story. I will hold until the end.

Wish you all best of luck if you still bet on AI center will do something diff.

I will be back when it's getting attractive again

Happy investing!!!

Stock

3 weeks ago | Report Abuse

Dear Guys;

I own YTLP couple of years back & I have left.

The current value is way beyond it's intrinsic value. Just be extra careful

Don't be fooled by "AI" concept. If anyone tells you it's AI related.

YTLP today remains as utilities company.

It doesn't make you as an EV related company if you supply steering wheel to BYD or Tesla today.

It doesn't make you a property company if you supply cement to IOIP, MahSing or any others

It's doesn't turn you to become a banking company if you provide services to MBB. So to YTLP

Please stay away to avoid potential losses if you join the ride because of "AI".

Leave while still can. That's my 2 cents

Cheers! Happy investing

Stock

1 month ago | Report Abuse

Can't agree more on OTB postings. Let's make KGB be KGB

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1 month ago | Report Abuse

Dear OTB;

Belumlah. KGB belum jadi net cash company lagi but yes financially it's healthy.

Dear Calvin;

So to TSH. It's a financially healthy company. If you hold a BIG portion in your portfolio. Just wait patiently, 1 day it will be TSH's turn to perform.

Don't waste your energy here in arguing or to proof something. We are all adults here. Everyone bear their own risks.

I do appreciate your contribution in highlighting the huge jump of total receivables. But as at now receivable vs revenue/profit is still in parallel move.

It's definitely an alarm if 1 day it goes exponentially.

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2 months ago | Report Abuse

It is a good company but luck is not on their side. Market is not good.

Although since 2017/7/21 Tan family has spent about 80M in buy back the company shares.

https://news.seehua.com/post/1087806

Just be careful

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2 months ago | Report Abuse

Good to see KGB continue to perform.

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2 months ago | Report Abuse

Dear All;

Let's make this forum a healthy & positive forum. We can have diff views & respect viewpoints of others.

As an investor I believe we all made mistake before/now. WB made mistake, locally Mr Foong, Mr Koon & Mr Tan Teng Boo also made some mistake. That's fine.

It's ok to have arguments, but be constructive & no personal attack. That's bad for body & bad for soul

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2 months ago | Report Abuse

Thank you Calvin for highlighting the "potential risks". It is a huge jump from previous years of 100m to 400m.

Growth of revenue & receivables stay at about the same ratio.

Will stay cautious, need to monitor their impairment also.

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2023-10-09 16:49 | Report Abuse

Hi Guys. Can we have a healthy forum instead of attacking each other?

It's ok to have diff opinion but be constructive not personal attack.

Hundreds of comments but not informative.

Happy investing! Cheers!

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2023-09-21 21:27 | Report Abuse

Anyway, myself I don't own a single share of this company

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2023-09-21 21:25 | Report Abuse

Dear 4ever5;

The company's operating cash flow is healthy & +ve for the past many years. As at 6/2023 it posts 11M net cash from the operating activities for the current year.

All I can say it's a financially healthy but average performance company.

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2023-08-25 13:33 | Report Abuse

Ya, still not very convincing. Actual profit is about 80M if take away the disposal gain.

It's improving compare to last quarter. About 60%

Better do nothing for now

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2023-08-21 15:14 | Report Abuse

Congrats to all HS holders here.

Wonder if IBs already have the QR result

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2023-07-12 21:38 | Report Abuse

https://theedgemalaysia.com/node/674559

For those who worry about debt. Reduce another 200M

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2023-06-24 16:05 | Report Abuse

RM2 is possible if next quarter result remain the same.

Thanks @DividendGuy67 for details sharing. It definitely will benefits some upcoming investors.

Fund allocation is definitely 1 of the key skills for all investors.

@Prudentinvestor, hard to say also. I chip in around RM4.8 & during that time it was quite stable with about 1-2 sen up down for about 2 weeks. I find that price was reasonable if result remain above 100M profit. Mana tahu halved or 2/3 gone.

2 bulan lagi, lagi 2 bulan we will know it will continue down south or u turn.

Sabar dulu buat sementara ini. 😂

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2023-06-23 21:10 | Report Abuse

Yup. Let's see if next week it will test 60sen or not

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2023-06-20 19:53 | Report Abuse

Good to see you back James. LOL

Wish you are right Longranger.

That's ok Stoneage. I cut loss at 4.++ & it costs me 40K+-, but for sure I will be back. 🤗

Good news is if I didn't cut, today on paper will be loss about 90K 😂

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2023-05-31 20:44 | Report Abuse

Lu banyak tamak XiaoHe, but I like it. 😂

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2023-05-31 18:17 | Report Abuse

Don't play play. It's foggy now & is very very thick till can't see the road.

I cleared my holdings on the day Kenanga mau pinjam shares openly. Still in my radar & will be back when fog clears.

Bear in mind, last 10 minutes 54 M shares transacted. They can repeat the same in the days to come.

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2023-05-31 11:25 | Report Abuse

Wah! RWG, lu banyak tamaklah. RM1.50 itu susah nak capailah if without crisis assist.

This quarter 50M profit partial also because of forex losses. Unless coming 3 quarters also at the range of 50M then RM2 & below is possible. Else susah sikit.

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2023-05-26 09:29 | Report Abuse

ANNOUNCEMENT - SBL Programme
Publish Date: 5/26/2023 8:23:38 AM

Do you want to earn some stable income from your portfolio of shares? LEND US YOUR SHARES!! Kenanga Securities Borrowing and Lending (SBL) is looking for the following shares to borrow:



• PTRANS @ 4.00% p.a

• PAVREIT @ 4.00% p.a

• HAPSENG @ 3.00% p.a

• HONGSENG @ 5.00% p.a

Announcement from Kenanga. Hap Seng is in the short list openly

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2023-05-26 08:17 | Report Abuse

Result not convincing. Never expect profit below 100M. 2nd lowest quarter result for the past 10 years

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2023-05-23 12:25 | Report Abuse

Dear EDwarrior;

No one can answer you if is now at the bottom. Just bear in mind fund allocation is important to all investors.

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2023-05-23 12:23 | Report Abuse

James. Just enjoy your holiday. Ignore the rest. 😂

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2023-05-19 16:05 | Report Abuse

James, not too aggressive. Never good for any investment

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2023-05-19 15:59 | Report Abuse

Oh! Sorry for some wrong information provided yesterday.

Lei Shing Hong is not holding 19.62% but about 4.++% lesser (Based on 2022 Annual report), but the top 30 shareholders % inch up.

The 4% from Lei Shing Hong most likely goes to Naza Group as Naza didn't appear in 2021 annual report but 2022.

So many of us should be happy because Naza's holding cost most likely is much higher than us. LOL (Most likely is asset swapping)

Unlikely this coming quarter results will be very bad.

Lau family pun baru aje privatise UK Credit Financing. Anyway revenue contribution from this arm is about 100M++/year I guess (Total contribution from credit financing is less than 300m for 2022 if I am not mistaken). Personally I like their credit financing, very very very good profit margin.

Deal from HS Star & MBM pun belum take effect.

Anyway, HS Star pun dah ada new deal with Proton new arm (PRO-NET). Of coz how it turns out nobody know

Trading segment is some analysts concern. Takut fertilizer contribution will be dropped.

Plantation, kalau fertilizer drop plantation untunglah. As far as MPOB stay above RM3000 mesti boleh untung lagi. For HS may be no need so high. LOL

Property & Building Material. Of coz 2 sector ini perlu lagi sikit masa. Dia kan dah ada deal with Naza?

https://www.naza.com.my/hap-seng-land-partners-with-ttdi-kl-metropolis-to-develop-8-95-acres-of-kl-metropolis/

Kasilah HS sikit masa U-turn balik to the north. Biarlah lain investors short sepuas-puasnya.

Short pun mesti ada target price one. Otherwise boss marah buy back from open market then those who short mati oh! Kena beli from the market from for a higher price yet need to give interest to people who loan them shares.

Ikan bilis investors like us boleh tunggu saja. Biarlah tunggu

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2023-05-18 22:38 | Report Abuse

Break rosak Pang. Bus can't stop. Biarlah dia turun bukit sepuas-puasnya

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2023-05-18 18:13 | Report Abuse

Lau family holds > 80% actually
1. Gek Poh 54.63%
2. Lei Shing Hong (Their HK company) 19.62%
3. HS Insurance 8.01%

Just these 3 already > 82%

Not sure if the 4th from HK Phillip also their account or not. > 86% if that's also their account.

Tunggulah. Biar dia orang short habis. I will be more than happy if they short below 2. Is like Nestle from 130 to 30/40

I have no choice but all in by then. LOL

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2023-05-18 15:25 | Report Abuse

I do agree with Loneranger. Never try to be a hero against market to catch falling knife.

Let it falls until price become stable then only buy if you still having faith in the company.

Investors who short HS most likely already gain green light from the Lau family. Tunggulah, sama-sama buy in with the family. Never rush to put $$ into someone's pocket.

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2023-05-16 17:04 | Report Abuse

Ya, baik pegang dulu James.

For the past 12 years average PE was at about 17 & average dividend yield at 4.4%. Sekarang berapa? 12 & 6%++

This is a transfer of left pocket to right pocket business. All segments boleh inter-segments. Subsidiary A expenses is subsidiary B revenue.

Minority interest/ NCI also steadily at RM1B & above for years.

I don't see any reason of selling.

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2023-05-15 20:07 | Report Abuse

https://theedgemalaysia.com/node/666797

https://paultan.org/2023/05/13/mercedes-benz-malaysia-to-implement-agency-model-direct-sales-to-consumer-dealer-earns-commission/

It will be a BIG impact on HS revenue if all sales of contracts with customers are directly with MBM not HS Star. As HS Star contributed about 25% of group revenue but not necessary having big impact to the profit.

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2023-05-13 15:37 | Report Abuse

I do agreed with Loneranger & the company memang worth to collect if below RM4.

To me the company worth RM6-7.

We all may stand a chance to collect at RM2 if crisis hits.

Current price is not expensive neither cheap but reasonable. It's now at its 8 years low.

My 2nd batch of purchase will be at RM4. Let's see how it turns out.

Warren Buffett once said in a letter to his shareholders, “It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”

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2023-04-20 11:06 | Report Abuse

Hope you are right loneranger. Join the boat 2 days ago & now queuing 2nd batch at 4. Let's see any seller.

Lau family control over 80%, no surprise to me if they want to privatise it.

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2023-04-19 15:43 | Report Abuse

Join the boat. Another Q at 4/=. Let's see

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2022-12-21 16:12 | Report Abuse

Possible. But I am okay to let others to make the balance. Sure will re-visit if price is tempting & irresistible.

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2022-12-21 11:27 | Report Abuse

Profit locked. Thank you Sunview

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2022-12-09 10:03 | Report Abuse

Dear 1828;

Be patient. So far the company performance is above average. Of course we still need to monitor company's financial status closely.

Remember there is a quote by WB "The stock market is a device for transferring money from the impatient to the patient"

A local prominent investor Mr Fong also said "别当股市过动儿"

Just believe that patient will be rewarded.

As for the C company, sorry it is not good for me to name it here. It is a pioneer in RE industry. But for the past at least 5 years, the company operating cash flow are all in RED. Company continue to survive by financing activities. That's a typical vampire company

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2022-12-07 21:03 | Report Abuse

Happy to see the company is very good in getting contracts. Hope the management will manage cash flow carefully. Don't turn out like Cxxxxx

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2022-12-01 13:26 | Report Abuse

Good to see the company cash flow is improving

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2022-10-14 20:24 | Report Abuse

Dear Bullrun;

It's a very subjective question. No investors here can give a perfect answer.

You have to ask yourself money that you have invested is spare money or you need to use that in the near future.

Sell, if you need that in the near future.

Personally, I am still holding. In fact, I will slowly top up more. As the company fundamental didn't change.

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2022-10-03 10:53 | Report Abuse

Dear HowAh.

That's very subjective question. Every investors here may have difference thought/action.

My personal view it is a buy call if you have excessive cash. But be ready for the next 2-3 years market turbulent.

Sell if you may need to use $$ that you have invested in the near future before it is too late

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2022-09-29 17:53 | Report Abuse

Thank you WeiShing for the news

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2022-09-19 18:10 | Report Abuse

Dear Speakup.

No dividend to be declared by Litrak. That's term from Amanat. Now we all can only wait for the process of "Gulung Tikar" completed in order to receive distribution from the campany

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2022-07-22 13:45 | Report Abuse

Come on Jamestecs.

Current price is very reasonable already.

Tamak is ok, jangan tamak sangat. LOL

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2022-07-15 14:56 | Report Abuse

Yup. The idea is asalkan ALR tak rugi sudah. I am prepared to pay LDP even after 2024.

Apa pun boleh jadi in Bolehland. LOL

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2022-06-23 11:26 | Report Abuse

Yup. Let's buy popcorn or Super Ring to watch the ending

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2022-06-20 12:33 | Report Abuse

2nd to EGM will be ESOS.

About 6-7M granted ESOS before 3/21 haven't exercised & not sure anymore ESOS granted after 03/21

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2022-06-17 20:23 | Report Abuse

Chill, chill. Tenang, sabar.

Being shareholders of Litrak, our concern should only on EGM result for now.
Once if EGM pass, ALR will issue sukuk to pay Litrak. (We don’t have to bother how many % ALR agreed pay to banks)

May be some of us here will ask what if failed?
Then we have to ask question like
Can I accept DY at 5.++% instead of 6.++% for the next 2 years? (May be some of us here having higher holding cost & 2 years later most likely will have a higher DY)
Continue to hold for the next 10 years if YES, else sell it off.

Pass those concern about bond coupon rate or how ALR financially sound? Or whether if ALR can pay on time etc…… to the bondholders

BTW, you are very resourceful & informative & I must thank you for that.

Cheers!!! Keep our fingers crossed