Added more MAYBANK shares into my stock portfolio over the last few days between rm9.06 and rm8.89 at the expense of YTLPOWR though I still hold onto YTL stock.
@DividendGuy67
I did notice your 5-year timeframe scenarios and always have MAYBANK stock in mind for long term investment but never above 8% of my total funds while ~67% are consisted of 2 large market cap US Nasdaq (AI related) stocks.
Looking forward in the search of 2 more wonderful stocks at a fair price to include into my stock portfolio, soon.

Finally, I can declare that selling all of my Apple (AAPL) shares at usd196.69 held since year 2016 for YTL stock at rm1.79 is worth it.

@KClow
On hindsight, I should have committed more funds to YTLPOWR & YTL stocks because both stock prices have surged a lot.
Anyway, it’s too late now.

…had to edit my post because of bad grammar.

I’m sure intelligent investors have collected more shares of YTLPOWR stock.

Please do recall that I’ve made a note to include a discount in its estimated stock price by an appropriate % to compensate for lower CPO futures price as ooihk899 suggested because UP financial year doesn’t end in December.

As expected, breached rm2.

@Sardin
Assuming that other parameters are still the same except for the overly cautious rm0.70 (FD) then, …
The answer is (rm1.65 * 100) / 8 = ~rm20.63.

@ooihk899
Good news, it’s a short wick green candle appeared on 22/12/23.
Allow me to perform the calculations.
@stockraider
Your dividend estimates are optimistic and your computation is correct.
A pessimistic forecast that I’ve made for my own reference coming in at a lower rm0.75 (FD) + rm0.15 (SD) hence total dividend for year 2023 is rm1.70 and high dividend yield is 8%.
Therefore, the formula to calculate its stock price is as follows;-
(rm1.70 * 100) / 8 = rm21.25
Note :
Value investors are likely to discount its stock price by 2% because of various reasons.
rm21.25 * 0.98 = ~rm20.83

My optimistic dividend estimate for BAT year 2023 is rm0.70 and usually investors have expectation of high or generous dividend yield about 8%.
The formula to obtain its stock price is as follows;-
(rm0.70*100) / 8 = rm8.75.
Please check what is its stock price now.

I would interpret this as the stock price is cooling down a little bit however MACD is still positive but also, softening while RSI was in extended overbought territory 4 days ago.

I don’t know for sure but in today’s price chart the candlestick printed a weak shooting star sign.

As I’ve just sold off all my TSLA shares for a small 10.+% profit yesterday, there is no point for such posts to exist, anymore.
In addition, I’ve already worked out how many UP shares that I’ll continue to keep.
@BudiLee
Should have waited for its stock price correction before the accumulation of more shares. “Buy the dips”.

MACD id has slipped into the negative at rm1.88 (neutral at rm1.89 & positive at rm1.90) but still far from RSI oversold territory so I’m still around for the ride.
If I don’t sell off by this year then, I’ll be at least a medium term YTL shareholder.

If HEIM pays rm1.20 as dividend for year 2023 that means a decrease of rm0.18 and an assumption of about 5% conservative average dividend rate.
The formula ;-
(rm1.20 * 100) / 5 = rm24
or rm1.22 based on your (@DividendGuy67) dividend estimate for year 2023 instead then,
The formula;-
(rm1.22*100) / 5 = 24.4

In the short term, its fundamental ratios are most likely positive however how’s about its prospects in the medium and longer term?

HEIM has managed to fend off the sellers.

Just sold half of my YTL shares at rm1.95 today and will keep the rest for the longest time.
With lesser shares, I don’t have to check its stock price hourly.

…not only I’m still holding onto all of my shares, I did manage to get some more shares at rm1.88.

I’m still around with all my YTL shares and didn’t bother to take any profits yet.

Exactly, MACD signal has not even peaked (upside) yet but RSI is overextended though.

Stock price in the range of rm1.91 to rm1.94 has moderate headwinds or selling pressure.

My amateur level technical analysis did not see any shooting star yet for now.
Who do you want to mislead ?

@rr88
3 words to describe your diatribe.
Longkang technical analysis.
I’m expecting notable consolidation at stock price in the range of rm1.95 to rm2.00 (turbulent headwinds here).
After the coast is clear and the weak shareholders or sellers have been absorbed to make a run up into above the rm2.00 territory.

My amateur technical analysis for YTL stock has indicated a safe rm1.94 can be reached.

@Pinky
All of us can become better investors by learning from others who are generous to impart their invaluable knowledge and information instead of just keeping all the good stuff to ourself only.

@ dompeilee
I smelt rotten eggs (or bad corruption) back in year 2016, when Arul Kandasamy started to talk in favour of exPM (in prison now) after he’s in-charge of 1MBD .
Luckily, I’ve bought shares of Apple (AAPL) stock at usd24.88 in Q2 year 2016 with 2/3 of my funds after reading about Warren Buffet had done so in Q1 earlier.
1/3 of all my AAPL shares were replaced by Microsoft (MSFT) shares last year because of ChatGPT related partnership with OpenAI.
I did just 2 transactions only and not a couple of hundred transactions.
Sorry, I had to edit my post because of some inaccuracies.

I’m still holding onto all shares of YTL stock like a champ eventhough I was quite shaken by the profit taking yesterday evening.

An excerpt from the news linked above;-
At the Dewan Negara today, Dzulkefly also said that while the parliamentary committee on health and the health ministry wanted the GEG provisions to be included in the bill, it was not possible as the Attorney-General’s Chambers (AGC) was of the view that it would violate Article 8 of the Federal Constitution – which guarantees equality before the law.

Unlike you, I’ve bought more HEIM shares while its stock price is on the way up at rm22.40, yesterday.

I don't believe, just got into YTL stock at rm1.79 today for the 3rd time ever this year and it's already rm1.89 now. No urgency to let go any shares yet.

Just imagine, if you’d bought UTDPLT stock, isn’t its dividend yield better than BAT and also, its stock price has actually appreciated for quite a number of years.
The only time I’ll be back to invest in BAT is when EPS and DPS has found a solid bottom.
Meanwhile, I’m off to enjoy my 2nd YTL windfall and hoping for a 3rd time lucky break soon.

If I understand the figures extracted in fundamental analysis correctly, I think HEIM has actually gained market share (or revenue) for its business over the last few years and possess the potential to keep ahead of its rivals however CARLSBG flashes “buy signal” in technical analysis now but do be careful as it had visited stock prices in the range of between rm18.22 and rm18.16.

I’d sold 25,000 BAT shares at prices in the range of between rm9.49 and rm9.52.
There was a good chance to grab NVidia (NVDA) stock at an irresistible price of about usd456 and 2,000 HEIM shares at a price of rm21.32 with most of BAT’s sales proceeds.

I’ve become a HEIM stock shareholder bought 2,000 shares at rm21.32.

rm21.26, rm19.94 & rm17.98 (for my reference). Please don’t mind me.

A provision of GEG (that was deemed as unconstitutional by AG) had impacted investors negatively to a certain extent in its PE ratio from >16 (before) to <13 (after).

HEIM has not been spared from the merciless sellers.

Charlie Munger had instilled in Warren Buffett, "Buy a wonderful business at a fair price, not a fair business at a wonderful price".
So, my question to enquire;-
Is GENTING a wonderful business entity that has a fair stock price now?

Why does GENTING continues to acquire the Empire Resort stakes of Kien Huat Realty Sdn Bhd (KHR) from its owner Tan Sri Lim Kok Thay ?
What is the benefit for GENTING shareholders !
If you don't know, Empire Resort is expected to remain loss-making for the next five years, according to CGS-CIMB Research.

I was lucky enough to sell out of GENTING stock at a price of rm7.02 in year 2019 before the Empire Resort acquisition.
I'm not sure or don't know if the time has come for me to collect back at least 1/3 of my disposed GENTING stock, previously.

I'll respond to a comment made about HEIM stock.
Q3 EPS FY'23 28.91 & Q3 EPS FY'22 35.99
My amateur math is plain and simple (use calculator and not my small brain cells) ;-
((35.99 - 28.91) / 35.99) * 100% = 19.67% reduction so am expecting HEIM stock price to capitulate from selling pressure accordingly.

A staff from a convenience outlet in KLCC shared with me that "Vuse sells like hot cakes" a few days ago.

I don't want to disappoint you but I did nudge up the price a little bit by rm0.06 with my FOMO purchases from rm8.99 to rm9.05 and I'm happy to report that rm9.00 was not a stronk resistance level.

Of course, it’s so painful for your overall financial wealth to say the least if you’d bought BAT shares at a price higher than rm50 then DCA and still holding on with diamond hands until now.
Such investment or trading methodology/strategy mustn’t be applied to businesses that have been underperforming annually. Nonetheless, opportunity will appear when least expected so always be vigilant and on the lookout for any signs of revival or turnaround, quarterly.

I hope nobody bought BAT shares at a price higher than rm50 and still holding with their diamond hands.

After the disposal of all my GENTING shares in year 2019, I’m so lucky to have got out before its stock price collapse because of Empire acquisition.
Empire is still a loss making casino, unfortunately and will continue to have negative impact for a long time.

@5354_
I’d conducted BAT selloff entirely, twice.
First instance,
Tesla (TSLA) stock price fell from grace or had a complete meltdown and the opportunity to buy its shares from late Dec, 2022 until Jan 3, 2023 at a price range between usd126 and usd105.10. Sold some of its shares in Sept, 2023 at a price range between usd278.40 and usd273.40.
Second instance,
NVidia (NVDA) stock price had a bad time last month and I didn’t hesitate to grab some shares at a price range between usd428 and usd408. Sold majority of its shares a few days ago at usd499.25.

My take on Heineken Malaysia (HEIM) and Carlsberg Brewery Malaysia (CARLSBG) related to a few earlier comments here.
Short story -> HEIM (Underweight means don't buy) and CARLSBG (Overweight means buy)
Slightly longer story ->
Both of these stocks love to rendezvous at the rm20 price range multiple times already when its price starts to nosedive due to various reasons in the last 5-year timeframe. If you are lucky enough to buy both stocks near rm20, congratz ! You're a winner, for sure.

BAT can be evaluated at a higher PE >16, alongside HEIM & CARLSBG (17 and 19, respectively) when its revenue has bottomed and starts to grow its EPS and DPS.
HEIM & CARLSBG stocks definitely have much better narratives than BAT but unfortunately, I have never invested in either stocks before.

Yes, I’m just talking without facts to back me up but I predict as follows:-
2023 Q1/Q2/Q3/Q4 = 13 / 16 / 19 / 22
Dividend increment of rm0.03 per quarter for financial year 2023 seems doable.

^My gut instinct has convinced me that ?? will most likely beat rm0.21 hence eps & dps for financial year of 2024 can probably outperform a disastrous current year 2023 and then, BAT stock would stage a comeback or reversal from declining revenue.