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1 month 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!!!
1 month 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
2 months ago | Report Abuse
Can't agree more on OTB postings. Let's make KGB be KGB
2 months 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.
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
2 months ago | Report Abuse
Good to see KGB continue to perform.
2023-12-06 09:40 | 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
2023-12-03 19:54 | 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.
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!
2023-09-21 21:27 | Report Abuse
Anyway, myself I don't own a single share of this company
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.
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
2023-08-21 15:14 | Report Abuse
Congrats to all HS holders here.
Wonder if IBs already have the QR result
2023-07-12 21:38 | Report Abuse
https://theedgemalaysia.com/node/674559
For those who worry about debt. Reduce another 200M
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. π
2023-06-23 21:10 | Report Abuse
Yup. Let's see if next week it will test 60sen or not
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. π€
Good news is if I didn't cut, today on paper will be loss about 90K π
2023-05-31 20:44 | Report Abuse
Lu banyak tamak XiaoHe, but I like it. π
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.
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.
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:
β’ PTRANS @ 4.00% p.a
β’ PAVREIT @ 4.00% p.a
β’ HAPSENG @ 3.00% p.a
β’ HONGSENG @ 5.00% p.a
Announcement from Kenanga. Hap Seng is in the short list openly
2023-05-26 08:17 | Report Abuse
Result not convincing. Never expect profit below 100M. 2nd lowest quarter result for the past 10 years
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.
2023-05-23 12:23 | Report Abuse
James. Just enjoy your holiday. Ignore the rest. π
2023-05-19 16:05 | Report Abuse
James, not too aggressive. Never good for any investment
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
2023-05-18 22:38 | Report Abuse
Break rosak Pang. Bus can't stop. Biarlah dia turun bukit sepuas-puasnya
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
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.
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.
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.
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, βIt's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.β
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.
2023-04-19 15:43 | Report Abuse
Join the boat. Another Q at 4/=. Let's see
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.
2022-12-21 11:27 | Report Abuse
Profit locked. Thank you Sunview
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 "ε«ε½θ‘εΈθΏε¨εΏ"
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
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
2022-12-01 13:26 | Report Abuse
Good to see the company cash flow is improving
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.
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
2022-09-29 17:53 | Report Abuse
Thank you WeiShing for the news
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
2022-07-22 13:45 | Report Abuse
Come on Jamestecs.
Current price is very reasonable already.
Tamak is ok, jangan tamak sangat. LOL
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
2022-06-23 11:26 | Report Abuse
Yup. Let's buy popcorn or Super Ring to watch the ending
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
Stock: [KGB]: KELINGTON GROUP BERHAD
2 weeks ago | Report Abuse
Good to see KGB's business continues to grow.
Congrats all holders here!!
Cheers!! Happy Investing