Shangri-La Asia reverses previous losses with FY2023 earnings of US$184.1 mil

https://theedgemalaysia.com/node/705675

Yes I was surprised to see E&O charging ahead and risen to become top performer so far in Q1. Market is always right.

Which stock do you think will be the winner in Q1?

Property Sector (KingKKK) - Unveiling Potential Q1 Stars: SUNWAY, AVALAND, E&O, SIMEPROP, UEMS, SPSETIA, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-23-story-h-185587105-Property_Sector_KingKKK_Unveiling_Potential_Q1_Stars_SUNWAY_AVALAND_E_O

Property Sector (KingKKK) - Unveiling Potential Q1 Stars: SUNWAY, AVALAND, E&O, SIMEPROP, UEMS, SPSETIA, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-23-story-h-185587105-Property_Sector_KingKKK_Unveiling_Potential_Q1_Stars_SUNWAY_AVALAND_E_O

Property Sector (KingKKK) - Unveiling Potential Q1 Stars: SUNWAY, AVALAND, E&O, SIMEPROP, UEMS, SPSETIA, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-23-story-h-185587105-Property_Sector_KingKKK_Unveiling_Potential_Q1_Stars_SUNWAY_AVALAND_E_O

Property Sector (KingKKK) - Unveiling Potential Q1 Stars: SUNWAY, AVALAND, E&O, SIMEPROP, UEMS, SPSETIA, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-23-story-h-185587105-Property_Sector_KingKKK_Unveiling_Potential_Q1_Stars_SUNWAY_AVALAND_E_O

Property Sector (KingKKK) - Unveiling Potential Q1 Stars: SUNWAY, AVALAND, E&O, SIMEPROP, UEMS, SPSETIA, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-23-story-h-185587105-Property_Sector_KingKKK_Unveiling_Potential_Q1_Stars_SUNWAY_AVALAND_E_O

Property Sector (KingKKK) - Unveiling Potential Q1 Stars: SUNWAY, AVALAND, E&O, SIMEPROP, UEMS, SPSETIA, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-23-story-h-185587105-Property_Sector_KingKKK_Unveiling_Potential_Q1_Stars_SUNWAY_AVALAND_E_O

Property Sector (KingKKK) - Unveiling Potential Q1 Stars: SUNWAY, AVALAND, E&O, SIMEPROP, UEMS, SPSETIA, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-23-story-h-185587105-Property_Sector_KingKKK_Unveiling_Potential_Q1_Stars_SUNWAY_AVALAND_E_O

Property Sector (KingKKK) - Unveiling Potential Q1 Stars: SUNWAY, AVALAND, E&O, SIMEPROP, UEMS, SPSETIA, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-23-story-h-185587105-Property_Sector_KingKKK_Unveiling_Potential_Q1_Stars_SUNWAY_AVALAND_E_O

Property Sector (KingKKK) - Unveiling Potential Q1 Stars: SUNWAY, AVALAND, E&O, SIMEPROP, UEMS, SPSETIA, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-23-story-h-185587105-Property_Sector_KingKKK_Unveiling_Potential_Q1_Stars_SUNWAY_AVALAND_E_O

TIV for February is the first drop in 8 months, my latest update on APM:

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-21-story-h-185650473-APM_Latest_TIV_drop_to_affect_growth_New_TP_RM3_00

It is impossible to boycott NVIDIA/AI products. Reason: Data is not something you can hold on your hand, like Starbucks coffee or McDonalds... it is already embedded in your life. So you don't have a choice to buy or don't buy data.

When you open your trading account, you are already consuming data stored somewhere in the cloud server. How do you choose whether your stock code goes through processor built by which country? It is impossible.

YTL in Japan (Code 1773) has just increased by 29% close to LIMIT UP to 135 yen.

Convert 135 yen = RM4.27

Something must be brewing... because Japanese are generally very particular about money won't simply spend money to invest unless really strong growth story.

By the way, YTL earnings +535% in Q4 2023 vs. Q4 2022. Please tell me another company with earnings jump >500% in Bursa.

Post removed.Why?

What makes Japanese suddenly interested in YTL?

This is just my guess:

1. My article somehow reach there and some rich Japanese read it and want to buy it
https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-17-story-h-186391184-UTILITIES_Sector_KingKKK_Investing_in_Malaysia_s_Engine_Top_Performer_Y

2. Nikkei Index at all time high makes more people rich and they want to invest overseas. Japanese may be familiar with YTL as YTL Hotels owns a 462 ha mountain ski resort in Niseko Village in Hokkaido, Japan.

3. Some Merger & Acquisition (M&A) which I don't know what are the details. Big Japanese corporation buying some stake in YTL? YTL sell their asset in Japan? Or some form of JV in the pipeline?

UTILITIES Sector (KingKKK): Investing in Malaysia's Engine Top Performer - YTLPOWR, YTL, RANHILL, PBA, TENAGA, PETGAS, MALAKOF, ENGTEX

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-17-story-h-186391184-UTILITIES_Sector_KingKKK_Investing_in_Malaysia_s_Engine_Top_Performer_Y

UTILITIES Sector (KingKKK): Investing in Malaysia's Engine Top Performer - YTLPOWR, YTL, RANHILL, PBA, TENAGA, PETGAS, MALAKOF, ENGTEX

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-17-story-h-186391184-UTILITIES_Sector_KingKKK_Investing_in_Malaysia_s_Engine_Top_Performer_Y

UTILITIES Sector (KingKKK): Investing in Malaysia's Engine Top Performer - YTLPOWR, YTL, RANHILL, PBA, TENAGA, PETGAS, MALAKOF, ENGTEX

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-17-story-h-186391184-UTILITIES_Sector_KingKKK_Investing_in_Malaysia_s_Engine_Top_Performer_Y

UTILITIES Sector (KingKKK): Investing in Malaysia's Engine Top Performer - YTLPOWR, YTL, RANHILL, PBA, TENAGA, PETGAS, MALAKOF, ENGTEX

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-17-story-h-186391184-UTILITIES_Sector_KingKKK_Investing_in_Malaysia_s_Engine_Top_Performer_Y

UTILITIES Sector (KingKKK): Investing in Malaysia's Engine Top Performer - YTLPOWR, YTL, RANHILL, PBA, TENAGA, PETGAS, MALAKOF, ENGTEX

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-17-story-h-186391184-UTILITIES_Sector_KingKKK_Investing_in_Malaysia_s_Engine_Top_Performer_Y

UTILITIES Sector (KingKKK): Investing in Malaysia's Engine Top Performer - YTLPOWR, YTL, RANHILL, PBA, TENAGA, PETGAS, MALAKOF, ENGTEX

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-17-story-h-186391184-UTILITIES_Sector_KingKKK_Investing_in_Malaysia_s_Engine_Top_Performer_Y

UTILITIES Sector (KingKKK): Investing in Malaysia's Engine Top Performer - YTLPOWR, YTL, RANHILL, PBA, TENAGA, PETGAS, MALAKOF, ENGTEX

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-17-story-h-186391184-UTILITIES_Sector_KingKKK_Investing_in_Malaysia_s_Engine_Top_Performer_Y

UTILITIES Sector (KingKKK): Investing in Malaysia's Engine Top Performer - YTLPOWR, YTL, RANHILL, PBA, TENAGA, PETGAS, MALAKOF, ENGTEX

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-17-story-h-186391184-UTILITIES_Sector_KingKKK_Investing_in_Malaysia_s_Engine_Top_Performer_Y

My latest update on APM:

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-14-story-h-186455664-APM_Moderating_growth_assumption_KingKKK_New_Intrinsic_Value_is_RM3_80

Johor property theme is good and there are hidden gems for property developer in other state too.
AVALAND is a turnaround play, details as below.

AVALAND: Transforming From Strength to Strength in the Malaysian Property Market - (KingKKK)

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-01-story-h-187561001-AVALAND_Transforming_From_Strength_to_Strength_in_the_Malaysian_Propert

By the way, if you are interested to know more about why Avaland is worth 46 sen with 57% upside

Read here:
AVALAND: Transforming From Strength to Strength in the Malaysian Property Market

https://klse1.i3investor.com/blogs/bestStocks/2024-03-01-story-h-187561001-AVALAND_Transforming_From_Strength_to_Strength_in_the_Malaysian_Propert.jsp

The key difference between No1 ahchan and No2 OTB:
1. ahchan has both YTL and YTLP and YTL outperform in February
2. OTB has YTLP only

Both are smart investors as their other investment also generate positive income so they rise to No 1 and No 2 for February.

Still a lot to learn from them.

Want to know more about why Avaland is worth 46 sen?

Read here:
AVALAND: Transforming From Strength to Strength in the Malaysian Property Market

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-01-story-h-187561001-AVALAND_Transforming_From_Strength_to_Strength_in_the_Malaysian_Propert

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-29-story-h-187465677-PBA_Cash_Flow_Strength_A_Deeper_Look_Beneath_the_Net_Loss_KingKKK

YTL & YTLPOWR: A Powerhouse Performance - Is This Stock a Must-Have in Your Portfolio?

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-23-story-h-188243311-YTL_YTLPOWR_A_Powerhouse_Performance_Is_This_Stock_a_Must_Have_in_Your_

YTL & YTLPOWR: A Powerhouse Performance - Is This Stock a Must-Have in Your Portfolio?

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-23-story-h-188243311-YTL_YTLPOWR_A_Powerhouse_Performance_Is_This_Stock_a_Must_Have_in_Your_

Strong set of result with generous dividend, next catalysts will be Johor theme and healthcare segment IPO.

Nvidia just proved the AI boom has room to run

https://www.businessinsider.com/nvidia-ai-sales-q4-beat-estimates-2024-2

Nvidia's revenue beat estimates, indicating its AI-fueled boom has more room to run.
"Accelerated computing and generative AI have hit the tipping point," said CEO Jensen Huang.

Nvidia just proved the AI boom has room to run

https://www.businessinsider.com/nvidia-ai-sales-q4-beat-estimates-2024-2

Nvidia's revenue beat estimates, indicating its AI-fueled boom has more room to run.
"Accelerated computing and generative AI have hit the tipping point," said CEO Jensen Huang.
It also gave a rosy forecast but "can't rest on its laurels," Insider Intelligence said.

Vehicle sales up 31% to 50,168 units in January

https://www.thestar.com.my/business/business-news/2024/02/20/vehicle-sales-up-31-to-50168-units-in-january

Despite many experts predict that 2024 TIV will drop against 2023, January sales jumped 31% !

This is positive to auto parts maker like APM.

I maintain my intrinsic value of RM4.66 for APM
https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-03-story-h-189341481-APM_An_UNDERVALUED_GEM_Revving_Up_For_Growth_KingKKK_Intrinsic_Value_RM

Daily volatile price movement is normal, the question to ask is how will YTLP earnings look like 3 years down the road... compare current price with earnings i.e. P/E then long term investor know the true value...

Air Itam Dam effective capacity successfully upheld over CNY peak use period, says PBAPP

https://www.thestar.com.my/news/nation/2024/02/17/air-itam-dam-effective-capacity-successfully-upheld-over-peak-use-period-says-pbapp

UTILITIES Sector (KingKKK): Fueling the Nation: Identifying the Top Performers in the Malaysian

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-16-story-h-188417037-UTILITIES_Sector_KingKKK_Fueling_the_Nation_Identifying_the_Top_Perform

UTILITIES Sector (KingKKK): Fueling the Nation: Identifying the Top Performers in the Malaysian

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-16-story-h-188417037-UTILITIES_Sector_KingKKK_Fueling_the_Nation_Identifying_the_Top_Perform

UTILITIES Sector (KingKKK): Fueling the Nation: Identifying the Top Performers in the Malaysian

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-16-story-h-188417037-UTILITIES_Sector_KingKKK_Fueling_the_Nation_Identifying_the_Top_Perform

UTILITIES Sector (KingKKK): Fueling the Nation: Identifying the Top Performers in the Malaysian

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-16-story-h-188417037-UTILITIES_Sector_KingKKK_Fueling_the_Nation_Identifying_the_Top_Perform

UTILITIES Sector (KingKKK): Fueling the Nation: Identifying the Top Performers in the Malaysian

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-16-story-h-188417037-UTILITIES_Sector_KingKKK_Fueling_the_Nation_Identifying_the_Top_Perform

UTILITIES Sector (KingKKK): Fueling the Nation: Identifying the Top Performers in the Malaysian

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-16-story-h-188417037-UTILITIES_Sector_KingKKK_Fueling_the_Nation_Identifying_the_Top_Perform

UTILITIES Sector (KingKKK): Fueling the Nation: Identifying the Top Performers in the Malaysian

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-16-story-h-188417037-UTILITIES_Sector_KingKKK_Fueling_the_Nation_Identifying_the_Top_Perform

UTILITIES Sector (KingKKK): Fueling the Nation: Identifying the Top Performers in the Malaysian

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-16-story-h-188417037-UTILITIES_Sector_KingKKK_Fueling_the_Nation_Identifying_the_Top_Perform

From the article above...

"It will generally be a good time for fire industries, such as those related to technology - like IT, artificial intelligence, and digital content."

YTLPower is the proxy for AI play due to its data center potential

These industries are aligned with the Wooden Dragon.

1. Utilities - The water industry is aligned with the Wooden Dragon due to the Water element, which supports tree growth, hence wood. (PBA is a pure water play).

2. Property industry - The Earth element in this industry allows roots to grow for sustainable growth. (UEMS is a proxy for this theme).

3. REITs - The Earth element in this industry allows roots to grow for the sustainable growth of the Wood element. (CLMT is a proxy for this theme).

Property Sector - Pre-CNY Rally Leaders and Laggards? Discussion about E&O, SIMEPROP, UEMS, SPSETIA, SUNWAY, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-08-story-h-189225169-Property_Sector_Pre_CNY_Rally_Leaders_and_Laggards_Discussion_about_UEM