Source?

Bid already closed in Aug last year lah. Jan is for offer letter!

25 Jul 2019
https://www.thestar.com.my/business/business-news/2019/07/25/immigration-dept-plans-new-integrated-system-to-replace-myimms/
"Immigration director-general Datuk Khairul Dzaimee Daud said the department was in the process of procuring the IIS system, where the tender for the system was opened to vendors last May and would be closed in August."
"If everything goes well, the department will issue an offer letter to the successful vendor in January next year,"

27 Jul 2019
https://www.thestar.com.my/business/business-news/2019/07/27/tech-stocks-are-all-the-rage
The Home Affairs Ministry issued a request for proposal last May for the Integrated Immigration System (IIS). The tender for this system is expected to close next month with the contract being broken up into a few different packages.

@mukhriz02023, insider news or kopitiam news? :D

IIS bid outcome is supposed to be release in this month. It is either sharp rise (successful) or sharp drop (fail). However, there is also another possible scenario of "Buy on rumours, sell on news". ¯\_(ツ)_/¯

https://www.thestar.com.my/business/business-news/2019/07/25/immigration-dept-plans-new-integrated-system-to-replace-myimms/
"If everything goes well, the department will issue an offer letter to the successful vendor in January next year,"

Previous shares buy back of YTL

Date #shares prices
12/6/18 5.5M 0.965-1.02 (first)
...
14/6/18 4.6M 1.05-1.07
...
20/6/18 7.8M 1.11-1.18
...
29/6/18 12.1M 1.10-1.13
...
10/7/18 6.1M 1.16-1.18
...
13/7/18 7.9M 1.22-1.27
...
17/7/18 4.5M 1.32-1.34
...
2/8/18 3.0M 1.36-1.36
3/8/18 2.0M 1.35-1.35
30/8/18 6.7M 1.25-1.33 (Last)

https://klse.i3investor.com/servlets/stk/annshrtxn/4677.jsp

http://www.enanyang.my/news/20191206/%e6%88%90%e6%9c%ac%e5%92%8c%e5%8a%b3%e5%b7%a5%e9%97%ae%e9%a2%98%e8%a7%a3%e5%86%b3-br%e6%89%8b%e5%a5%97%e4%b8%9a%e6%98%8e%e5%b9%b4%e5%9b%9e%e6%98%a5/

Light at the end of tunnel for gloves sector
https://www.thestar.com.my/business/business-news/2019/12/07/light-at-the-end-of-tunnel-for-gloves-sector

https://www.freemalaysiatoday.com/category/nation/2019/10/11/higher-penalties-will-get-punters-to-bet-legally-says-lawyer/

In tabling the 2020 Budget proposal, Finance Minister Lim Guan Eng said the government will propose a higher minimum mandatory penalty of RM100,000 and mandatory six-month jail term for illegal gamblers.

For illegal operators, Lim said a higher minimum mandatory penalty of RM1 million and a 12-month minimum mandatory jail sentence will be imposed.

Easy to push up due to low liquidity?

Probably due to Kenanga research report "Technology - Nap Time Is Over"
https://klse.i3investor.com/blogs/kenangaresearch/227857.jsp

Take-over offer: 1.14/0.36 = 3.167
Current prices: 1.14/0.35 = 3.257 - getting more attractive now :D

Why?

Seems like you post at the wrong thread, this thread is for YTL shareholders or investors who are interested in YTL. Bad deal for YTLLand is good deal for YTL shareholders. :D

To shareholders of YTLLand: sorry for your loss.

To shareholders of YTL or non-shareholders: Since YTL get a good deal as suggested here, should consider buying YTL. :D

If YTL has advantage in the deal, buy YTL loh, simple logic. :D

@Kris Wong

Thanks for the compliment. /s

For your info, I made big profit from BjToto which is not an ethical stock. I have to thank the boss of BjToto who is also the boss of BjCorp. :D

Investment is about making profit. If you want to care about ethics, go join charity organizations. :D

Good news for YTL which has acquired 77% of lafarge.

企业并购恶果？ 建筑业冲击大 洋灰涨价80元 混凝土40元
http://www.enanyang.my/news/20190614/%e3%80%90%e7%8b%ac%e5%ae%b6%e3%80%91%e4%bc%81%e4%b8%9a%e5%b9%b6%e8%b4%ad%e6%81%b6%e6%9e%9c%ef%bc%9f-%e5%bb%ba%e7%ad%91%e4%b8%9a%e5%86%b2%e5%87%bb%e5%a4%a7-br-%e6%b4%8b%e7%81%b0%e6%b6%a8/

建筑领域的两大材料洋灰与预拌混凝土将在近日内涨价，厂家来函显示，一吨重装的洋灰涨价80令吉，每立方米的预拌混凝土则调涨约40令吉。

《南洋商报》探悉，本地建筑和发展商已陆续接获厂家来函通知，本月中或之后，洋灰和预拌混凝土价格调涨。

根据本报取得的一份厂家通知客户的信函，有关混凝土厂商翰森（Hanson）在信函中宣布，本月15日起，其预拌混凝土每立方米售价将调涨约40令吉，视有关混凝土的产品混合设计而定。

“由于近期宣布的洋灰价格调涨40%，以及原料成本大幅扬升的情况下，我们别无选择，唯有调高混凝土产品售价。”

His 2 sons already CEO for IOICorp & IOIPG for 5 years, succession plan well executed.

EPF bought 10M shares on 28/5/19, the heavy volume day, contributed to 5.9% of the daily volume.

More evidence of EPF doing trading:
EMPLOYEES PROVIDENT FUND BOARD 28-May-2019 Acquired 10,000,000
EMPLOYEES PROVIDENT FUND BOARD 24-May-2019 Disposed 1,255,786
EMPLOYEES PROVIDENT FUND BOARD 23-May-2019 Acquired 3,817,000
EMPLOYEES PROVIDENT FUND BOARD 21-May-2019 Disposed 3,000,000
https://klse.i3investor.com/servlets/stk/annchsh/5249.jsp

There must be both buyers & sellers for matched transactions.

The 140M shares was done at TCP (Theoretical closing price). During the pre-closing period 4:45-4:50pm, all bids (buy) & asks (sell) are not matched & TCP is calculated continuously. All bid/ask satisfying the TCP will be matched at TCP at 4:50pm.

If you don't know what is TCP/TOP, read this article:
http://stockstradingmalaysia.com/others/the-latest-bts2-system-how-the-stock-quotes-work/#more-1459

@spider68
Evident of EPF trading:

23 May 2019 3,817,000 Acquired
(market price range: 1.17-1.19)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/6173941

21 May 2019 3,000,000 Disposed
(market price range: 1.18-1.20)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/6171469

If you follow EPF transactions, you will notice that it is doing trading nowadays. Sometimes they buy low & sell high, sometimes they follow the trend to cut loss, buy back when it is bottom or rising & sell high again.

Follow the insider:
https://klse.i3investor.com/servlets/stk/annchdr/5005.jsp

MR JOHN CHIA SIN TET 23-May-2019 Acquired 8,900
MR JOHN CHIA SIN TET 17-May-2019 Acquired 600
MR JOHN CHIA SIN TET 14-May-2019 Acquired 41,600
MR JOHN CHIA SIN TET 13-May-2019 Acquired 15,100
MR JOHN CHIA SIN TET 10-May-2019 Acquired 100
MR JOHN CHIA SIN TET 09-May-2019 Acquired 4,100
MR JOHN CHIA SIN TET 08-May-2019 Acquired 30,200
MR JOHN CHIA SIN TET 07-May-2019 Acquired 25,500

Follow the insider:
https://klse.i3investor.com/servlets/stk/annchdr/5249.jsp

TAN SRI DATO' LEE SHIN CHENG 23-May-2019 Acquired 1,300,000 1.174
TAN SRI DATO' LEE SHIN CHENG 21-May-2019 Acquired 801,500 1.180
TAN SRI DATO' LEE SHIN CHENG 17-May-2019 Acquired 1,500,000 1.193
TAN SRI DATO' LEE SHIN CHENG 14-May-2019 Acquired 100,000 1.200
TAN SRI DATO' LEE SHIN CHENG 14-May-2019 Acquired 200,600 1.200
TAN SRI DATO' LEE SHIN CHENG 13-May-2019 Acquired 774,200 1.242
TAN SRI DATO' LEE SHIN CHENG 10-May-2019 Acquired 200,000 1.280

Acquisition completed. New directors appointed for Lafmsia from YTL. Process of turning it from loss to profit is started.

http://www.enanyang.my/news/20190518/%E6%9D%A8%E5%BF%A0%E7%A4%BC%E6%9C%BA%E6%9E%84%E5%AE%B6%E6%97%8F%E6%88%90%E5%91%98-%E8%BF%9B%E5%85%A5%E6%8B%89%E6%B3%95%E5%9F%BA%E9%A9%AC%E8%91%A3%E4%BA%8B%E9%83%A8/

> 4444 Takeover loss making Lafarge why is good?
> 12/05/2019 3:08 AM

With good management skill shown in YTL Cement, they may turn Lafarge into profitable business.

地里番薯悄悄大
http://www.enanyang.my/news/20190509/%E5%9C%B0%E9%87%8C%E7%95%AA%E8%96%AF%E6%82%84%E6%82%84%E5%A4%A7%E9%BB%84%E4%BA%91%E6%B5%A9/

YTL洋灰非凡管理晋龙头

看到吗？在短短下市三年内，YTL洋灰以势如破竹的气势，一举攻占成为大马的洋灰一哥 （营业额）。而盈利也远远抛离其它上市的洋灰公司。

有能力收购“老大”

这下子就很明显了，原来他真的有能力对“老大” 进行收购。

尤其是过去两三年，大马洋灰业碰上：
1）产业发展上的低迷；
2）政局的变化，大型工程被叫停；
3）洋灰业在过去几年竞争式的扩大产能等等的三重夹击。

造成投资洋灰业的小股东，与洋灰公司的业绩，在过去三年的日子不好过之余，脸青鼻肿可能是更适合的形容词。

YTL洋灰凭什么可以洋洋洒洒的抛离对手这么多？

笔者看了杨忠礼机构过去七年的财报（2012至2018），希望可以从中看出一些蛛丝马迹。

除了2014年在新加坡设立了最大的洋灰码头与2016年在彭亨建了最先进的洋灰厂之外，笔者也看不到公司对洋灰这块有什么特别的着墨。

但是，杨忠礼管理层有指明的说，就发电与洋灰业而言，他们的生产力与效率，都是在同行中属于最顶尖的。

原来，到最后，非凡的利润还是得靠非凡的管理层来成就。

传政府会见业者·商修改博彩条例
https://www.sinchew.com.my/content/content_2052463.html

消息表示，来自财政部、大马通讯与多媒体委员会（MCMC）、国家银行和警方的政府代表，过去数天在布城会见博彩业者，以讨论修改博彩条例。

一位出席会谈的博彩业者对《The Edge》财经周刊透露，政府认真探讨修改博彩法令，以便更强力打击非法业者。政府会晤博彩业者以更清楚了解营运情况。一旦一切就绪，政府的时间表是最快在明年修改条例。

业者指出，警方和其他执行单位在过去一年半打击非法博彩活动非常有效率。根据马银行研究在4月21日的分析报告，该行向警方、合法万字票业者和非法赌徒了解后，发觉到合法万字票销量增加的原因，是因为大马皇家警察近期执法非常严厉，重重打击国内多个非法博彩业者。

该行表示，我国目前有4法令管理国内博彩领域，而合法业者要求政府修改这些法令，不只是要让非法业者面对更严重的罚款和监禁，也要让参与非法博彩的民众面对刑法。

或取代顶级手套,大马机场 西港,杨忠礼料晋综指股
http://www.enanyang.my/news/20190509/%E6%88%96%E5%8F%96%E4%BB%A3%E9%A1%B6%E7%BA%A7%E6%89%8B%E5%A5%97-%E5%A4%A7%E9%A9%AC%E6%9C%BA%E5%9C%BA-%E8%A5%BF%E6%B8%AF%E6%9D%A8%E5%BF%A0%E7%A4%BC%E6%96%99%E6%99%8B%E7%BB%BC%E6%8C%87%E8%82%A1/

大马交易所将会在6月6日公布下半年富时隆综指成分股检讨结果，去年才入榜的顶级手套（TOPGLOV，7113，主板保健股）及大马机场（AIRPORT，5014，主板交通和物流股），可能会跌出榜外。

分析员预测，这两个空缺可能会由西港控股（WPRTS，5246，主板交通与物流股）和杨忠礼机构（YTL，4677，主板公用事业股）取代。

MIDF投资研究指出，综指半年的检讨结果将于6月6日公布，并在6月21日生效。

Director John Chia buy again yesterday. In open market.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6155981

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6155973

Due to low free float, buy only ~30K shares is enough to cause big price increase.

Director John Chia is buying, direct, in open market:
http://www.bursamalaysia.com/market/listed-companies/company-announcements/6154721

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6154717

Is the director buying to push up the market price above 3.30 so that his China partner can do private placement at 3.30?

YTL purchase of Lafarge strategically positive, says CIMB Research
https://www.thestar.com.my/business/business-news/2019/05/03/ytl-purchase-of-lafarge-strategically-positive-says-cimb-research/

YTL Corp subsidiary YTL Cement’s offer to acquire LafargeHolcim Ltd’s 51% stake in Lafarge Malaysia for RM1.6bil cash (RM3.75 a share) is strategically positive but poses immediate earnings dilution, CIMB Equities Research says.

“We are longer-term positive on the strategic rationale of the deal as YTL Cement will become the dominant player with an estimated combined domestic market share of 70%.

“However, we are medium-term negative given the earnings impact,” it said.

It seems like someone is accumulating for some reason and this is causing big fluctuation due to low free float.

Maybe they will offer new shares for private placement at a lower price. The disadvantage to existing shareholders is shares dilution. However, it may be worth it since it will resolve the public shareholding spread.

Up like crazy, Public Shareholdings Spread going to be resolved?

Value emerges in IOI Properties following share price fall, says RHB
https://www.thestar.com.my/business/business-news/2019/04/22/value-emerges-in-ioi-properties-following-share-price-fall-says-rhb/

RHB added that the group stands to be a beneficiary of the ECRL line and potentially the High Speed Rail (HSR) project if revived.

With about 700 acres of development land around IOI Resort City, we think IOI Properties is a prime beneficiary of the railway network that will have a stop at Putrajaya Sentral.

These are the ECRL, ERL, and MRT2 (Sungai Buloh-Serdang-Putrajaya line) that have already been allocated a stop at Putrajaya Sentral, which is 11-12 km away from the site.

Assuming the HSR project is revived, the link could potentially have a stop at Putrajaya Sentral while IOI Properties owns more than 1,000 acres of land directly opposite the Ayer Keroh HSR station as per the original plan.

If I'm not wrong, they still have to offer RM3.30 if they want to privatize it. They cannot offer less than the last take-over price.

Most likely they will restore the Public Shareholdings Spread by private placement when the market price exceed RM3.30.

Another upgrade from analyst

Star, 8/4/19, BJToto could be sector catch-up play, says Kenanga
https://www.thestar.com.my/business/business-news/2019/04/08/bjtoto-could-be-sector-catch-up-play-says-kenanga/

Berjaya Sports Toto Bhd continues to see value as ticket sales rise due to the authorities' crackdown on illegal operators.

Kenanga research said in a note that BJToto saw ticket sales for Classic 4D rising 5% since measures to combat illegal operators started last September. "The enforcement’s effort is healthy for the NFO players as the size for black market is easily 1-2 times bigger than the licensed NFO volumes,"

It maintained its outperform call on BJToto with a revised share price of RM2.95 from RM2.65 previously.

"Even with strong gains, BJTOTO is still a laggard as it is the cheapest among these sin stocks with its highest dividend yield.

Possibility of online betting.

Star, 19/3/19, NFO sales rebound
https://www.thestar.com.my/business/business-news/2019/03/19/nfo-sales-rebound/

Maybank IB Research is positive nonetheless as it is more confident that earnings for NFOs will recover going forward, after several years of near continuous decline. A potential re-rating catalyst would be more active enforcement, even against illegal gamblers.

Additionally, there could be even more upside with the introduction of online betting. “We understand that at least three technology companies are presenting their case to legal NFOs and regulators to legalise online betting. “If legal NFOs were allowed to offer online betting, this would improve their sales reach which has been declining as the number of NFO outlets in Malaysia has been frozen since October 1991.”

AllianceDBS positive on NFOs sector
https://www.thestar.com.my/business/business-news/2019/04/03/alliancedbs-positive-on-nfos-sector/

AllianceDBS Research is positive on the numbers forecast operators (NFOs) sector in view of its improve prospects couple with attractive yields. … “We also have a buy recommendation on and Berjaya Sports Toto Bhd (BToto) with a higher target price of RM2.65,”

… potential amendments of existing legislations would further deter illegal NFOs. … believe that the authorities could streamline and standardise these acts with the imposition of more punitive penalties to further curb illegal NFO operations.

More importantly, both NFOs have reported improvements in their gaming revenue per outlet per draw in their latest quarterly results. “We believe this is mainly attributable to stricter enforcement by authorities to clamp down on illegal NFOs, which was accelerated since 2HFY18,”

If Bank Negara cut interest rate, it will positive for property stocks.

https://www.sinchew.com.my/content/2019-03/28/content_2029597.html

国家银行调低今年经济成长预测，加上美国趋鸽，亚洲宽松潮或提前来临，市场揣测国行降息可能性越来越大，联昌研究假设国行降息25个基点，根据过往记录，这对马股短多长空，银行股盈利首当其冲而成输家，但产业、汽车和消费股有望受惠，成为个中赢家。

Today is my lucky day. Queue at 1.27 matched then it rebounded to 1.33. :)
Already queue for 3 days.

Malaysian REITs: Key financials based on various segments
https://www.thestar.com.my/business/business-news/2019/02/23/malaysian-reits-key-financials-based-on-various-segments/

You cannot claim back the 10% tax.

Div is 3.14c 10% tax + 0.74c TE:
Net is 3.566c per share.

x 15000 is 534.90

This stock is suitable for long term investors looking for good dividend yield. Not suitable for speculator seeking short term capital gain.

It also proposed Unit Buy-Back. Which is the first time if I'm not wrong. With price lower than NAV (net asset value) this will increase the NAV per share.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/6053321

Prob due to:
(1) Dividend yield is very high, >7%. With interest rate unlikely to go up, this is very attractive.
(2) Shares price is low, risk of capital depreciation is low.
(3) Potential earnig improvement from new 'Jumpa' site in Sungai Wang.
(4) EPF kept buying.