Mabel

Mabel | Joined since 2019-02-11

Investing Experience Advanced
Risk Profile High

Disclaimers :- All Mabel comments in i3 forum are based on my investment experience across the Globe by applying the Pareto principle. No buy or sell call on any stocks in i3 forum on all my comments. You are advised to consult license banker or Remisier for any investment.

Followers

69

Following

1

Blog Posts

1

Threads

23,900

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
23,900
Past 30 days
232
Past 7 days
50
Today
0

User Comments
Stock

3 weeks ago | Report Abuse

Haha Mabel hope Uncles and Aunties Shorties does not lose any panties today ya..hihihi

Thank you so much for yesterday's collection..

To Our Success !

Meow

Stock

3 weeks ago | Report Abuse

OK Lah...Mabel will try to sell today at 80 sen...

Let see if any Uncles and Aunties wang to buy...

Meow

Stock
Stock

4 weeks ago | Report Abuse

Cheers Bro...

What you said is correct too...

Meow

Stock

4 weeks ago | Report Abuse

StarOfTheBull By the way, why Sifu Twobits TA analysis is very different from some other sifus here? So tomorrow can buy or not?
29/08/2024 9:52 PM

Bro Bull,

Mabel is not a Sifu. Just sharing since Twobits is asking. Mabel is just another honest Investor who believes in YTLP...

No one can time the market.

Tonight, Wall Streets is Green unlike yesterday.

Now Nasdaq is +1.11%, Dow is +0.75 and S&P is + 0.76

To Our Success !

Meow

Stock

4 weeks ago | Report Abuse

Yinson did that...

Look at Yinson price lately...

Stock

4 weeks ago | Report Abuse

Yes Alex..

That is the best way forward...

Stock

4 weeks ago | Report Abuse

Johnchew5 Hoho ya lo Mabel had been Guyang kaki on TG from RM 7.25 to below RM 0.65 … and with Serba Free tickets from RM 0.57 n RM 0.42 until delisted.🤣
29/08/2024 5:09 PM

Cheer Mickey..

Remember Mabel had a good Sifu...

To Our Success !

Meow

Stock

4 weeks ago | Report Abuse

twobits Mabel meow,

Your last average is rm3.83?
Just curious what's your next level to average?

Woof woof
29/08/2024 11:14 AM

Meow Meow twobits...

Mabel has been in and out of YTLP

Thought can goyang kaki oledi after collecting at previous price..

Too good to be true as the short sellers are too active in this counter..

Today trade:

This morning sold all at RM 3.73 as chart still not so good..
Collect back in the afternoon starting from RM 3.690, RM 3.680, RM 3.670 and RM 3.660

Now Mabel Average is RM 3.675

Hope after this, Mabel Mabel can goyang kaki..

Price Target: The consensus price target fell 5.3% to RM5.74. Analysts’ views vary, with the most optimistic target at RM7.30 per share and the most pessimistic at RM4.00.

Valuation for YTL Power (Thank you dragon328!!!)

With the latest Q4 result, YTL Power has become the cheapest utility stock in Bursa. YTL Power is trading at historical PER of just 8.8x, dropping to 8.1x in FY2025 and 6.5x in FY2026. In comparison, Tenaga is trading at 23x PER on FY2024 earnings and Petronas Gas at 20x FY2024 earnings.

YTL Power should be trading at minimum PER of 10x and a fair PER of 15x, hence it should be trading at RM4.27 minimum or RM6.40 in 2024, rising to a minimum of RM4.62 to RM6.93 in 2025.

Over a longer term, I see not much challenge for YTL Power share price to test RM8.70 to RM13.00 by 2030.

To Our Success !

Meow Meow Meow

Stock

4 weeks ago | Report Abuse

Anytime now. Latest is tomorrow on the 30th August..

Hope to get some Merdeka Angpow...

Meow Meow Meow

Stock

4 weeks ago | Report Abuse

Meow stkoay!

Thanks for your explanation...

Looking forward for a big jump when the QR is out...

Meow Meow Meow

Stock

4 weeks ago | Report Abuse

YTL Power International Berhad (KLSE: YTLPOWR) has shown resilience and growth potential.

Recent Performance: YTL Power recently reported strong annual numbers, beating expectations with revenues of RM22 billion (2.0% ahead of forecasts). Statutory earnings per share (EPS) were RM0.42 (6.6% ahead of estimates).

Analyst Forecasts: The consensus forecast from YTL Power’s 13 analysts’ projects revenues of RM23.0 billion in 2025, reflecting a 2.8% improvement compared to the last 12 months. Statutory EPS is expected to reduce slightly to RM0.39 in the same period.

Price Target: The consensus price target fell 5.3% to RM5.74. Analysts’ views vary, with the most optimistic target at RM7.30 per share and the most pessimistic at RM4.00.

Industry Context: YTL Power’s revenue growth is expected to slow down (2.8% annualized) compared to its historical growth rate of 19% over the past five years. Other industry participants are forecasted to grow revenue at 5.1% per year.

Strategic Moves: YTL Power’s increased stake in Ranhill Utilities Bhd is expected to strengthen its position in the Malaysian utilities space, contributing to long-term earnings growth.

In summary, while near-term challenges exist, YTL Power’s strategic moves and industry positioning suggest positive long-term prospects.

Meow

Stock

4 weeks ago | Report Abuse

Nancy Pelosi remains one of the most followed members of Congress when it comes to the disclosure of stock and options trades.

The former House speaker disclosed the purchase of more NVIDIA Corporation (NASDAQ:NVDA) shares in July..

What Happened: Pelosi disclosed two stock trading positions during the week, with the purchase of additional Nvidia shares and the sale of a portion of Microsoft Corporation (NASDAQ:MSFT) shares owned, as reported by Benzinga's Government Trades page.

Pelosi, a Democratic congresswoman from California, disclosed buying $1 million to $5 million in Nvidia shares with the subject line stating that 10,000 shares were purchased. The trade was made on July 26. Pelosi's disclosed trades are made by her husband Paul Pelosi, who is a venture capitalist.

Mabel Pelosi..

Stock

4 weeks ago | Report Abuse

Some investors took the opportunity to lock in profits. NVIDIA’s stock had surged significantly year-to-date, and a pullback was expected as investors cashed in on gains.

The broader market sentiment can impact individual stocks. If there’s overall uncertainty or negative sentiment, even good earnings results might not prevent a stock from falling.

Remember that stock prices are influenced by a complex interplay of factors, and short-term movements can be volatile. Long-term investors often focus on the company’s fundamentals and growth prospects.

Stock

4 weeks ago | Report Abuse

NVIDIA (NASDAQ: NVDA) reported record quarterly revenue of $30.0 billion for the second quarter ended July 28, 2024. This represents a 15% increase from the previous quarter and an impressive 122% growth compared to the same period last year. Here are the key highlights:

• GAAP earnings per diluted share: $0.67 (up 12% from the previous quarter and up 168% from a year ago).
• Non-GAAP earnings per diluted share: $0.68 (up 11% from the previous quarter and up 152% from a year ago).
• Data Center revenue: A whopping $26.3 billion, up 16% from Q1 and a remarkable 154% increase from a year ago.
• NVIDIA’s CEO, Jensen Huang, emphasized the strong demand for their products, particularly in data centers and AI applications.

Additionally, NVIDIA declared a quarterly cash dividend of $0.01 per share, payable on October 3, 2024, to shareholders of record as of September 12, 2024. The company also completed a ten-for-one forward stock split on June 7, 2024.

Looking ahead, NVIDIA’s outlook for the third quarter of fiscal 2025 is optimistic, with expected revenue of $32.5 billion, plus or minus 2%

Let see if YTLP got Power today...

Meow Meow Meow

Stock

4 weeks ago | Report Abuse

https://theedgemalaysia.com/node/724405

KUALA LUMPUR (Aug 27): Sime Darby Bhd (KL:SIME) closed the financial year ended June 30, 2024 (FY2024) on a strong footing, with its net profit more than doubling to RM3.31 billion from RM1.46 billion in the previous year. This was largely due to a RM2 billion gain from the disposal of Ramsay Sime Darby Health Care (RSDH) in December 2023.

As a result, earnings per share grew to 48.5 sen for FY2024, compared with 21.4 sen for FY2023.

However, stripping out the one-off item, the automotive and industrial conglomerate reported a core net profit of RM1.3 billion in FY2024, up 14% from FY2023, on higher profits from the industrial business in Australia, the strong performance of the motors businesses in Malaysia, Singapore and Taiwan, as well as the maiden profit contribution from the UMW division.

Revenue for FY2024 saw a 39% jump to RM67.13 billion from RM48.29 billion in FY2023.

Sime Darby declared a second interim dividend of 10 sen per share for FY2024, payable on Sept 30. This brings the total dividend payout for FY2024 to 13 sen per share or RM886 million.

For the fourth financial quarter ended June 30, 2024 (4QFY2024), however, Sime Darby saw net profit fall 85.7% to RM89 million from RM622 million a year earlier, mainly due to one-off impairments and provisions at the motors division, losses at the motors operations in China, higher finance costs and deferred tax provisions. This resulted in lower earnings per share of 1.3 sen for 4QFY2024, compared with 9.1 sen for 4QFY2023.

Nevertheless, revenue for the quarter saw a 41.4% improvement to RM18.8 billion from RM13.29 billion a year earlier.

Stock

4 weeks ago | Report Abuse

Sime Darby Bhd closed its financial year ended June 30, 2024 (FY2024) on a strong footing, reporting impressive results. Here are the key points:

Net Profit Surge: The net profit more than doubled to RM3.31 billion from RM1.46 billion in the previous year. This substantial increase was primarily due to a RM2 billion gain from the sale of Ramsay Sime Darby Health Care (RSDH) in December 2023.

Core Earnings Growth: Excluding one-off items, the core net profit for FY2024 reached RM1.3 billion, representing a 14% increase from FY2023. This growth was driven by higher profits from the industrial business in Australia, strong performance in the motors businesses across Malaysia, Singapore, and Taiwan, and the maiden profit contribution from the UMW division.

Revenue Jump: Revenue for FY2024 surged by 39% to RM67.13 billion from RM48.29 billion in FY2023.

Dividend Payout: Sime Darby declared a total dividend payout of 13 sen per share for FY2024, amounting to RM886 million, demonstrating its commitment to shareholders.

Challenges in 4QFY24: In the fourth quarter (4QFY2024), net profit declined by 85.7% to RM89 million due to one-off impairments and provisions at the motors division, losses in the motors operations in China, higher finance costs, and deferred tax provisions. However, revenue for the quarter improved by 41.4%.

Despite these challenges, Sime Darby remains optimistic about its core financial performance for FY2025, expecting consistency with FY2024. The company’s market value currently stands at RM17.93 billion

Stock

4 weeks ago | Report Abuse

Date Open Price Target Price Upside/Downside Price Call Source News
28/08/2024 2.55 2.74 +0.19 (7.45%) HOLD TA Price Target News
28/08/2024 2.55 3.10 +0.55 (21.57%) BUY RHB-OSK Price Target News
28/08/2024 2.55 2.90 +0.35 (13.73%) BUY KENANGA Price Target News
28/08/2024 2.55 2.75 +0.20 (7.84%) HOLD AmInvest

Today sell off is over done...

Stock

4 weeks ago | Report Abuse

#moneyontheway @mabel, why the share price keeps on dropping even though it posted good results?
28/08/2024 3:24 PM

I believe the funds are moving to Banking Sectors.

Here is the valuation based on Wall Street

SIME (MYR2.44) is trading below our estimate of fair value (MYR3.4)

Significantly Below Fair Value: SIME is trading below fair value by more than 20%.

SIME is good value based on its Price-To-Earnings Ratio (13.2x) compared to the peer average (14x).

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

Stock

4 weeks ago | Report Abuse

AirAsia MOVE, your all in one travel app..

Explore the world and go all the way! Book flights, hotels, and plan your trips easily. Get affordable airport transfers, travel insurance, and more! Make AirAsia MOVE your favorite travel companion now!

Thank you Tony!

Stock

4 weeks ago | Report Abuse

Yesterday was Bank Islam, Maybank just released their Result

MAYBANK 2nd Quarter 2024

1. Maybank 2nd Quarter 2024 net profit increased 8.2% to RM2.53 billion. This is due to lower provisions and tax expenses.
2. According to its filing with Bursa, Maybank maintains its target to achieve return-on-equity (ROE) of 11% for FY2024.
3. The company announced a dividend of 29 sen per share similar to the level announced last year.

Next is CIMB

Yum Yum

Stock

4 weeks ago | Report Abuse

Well done PBB..

Yesterday was Bank Islam, Maybank just released their Result

MAYBANK 2nd Quarter 2024

1. Maybank 2nd Quarter 2024 net profit increased 8.2% to RM2.53 billion. This is due to lower provisions and tax expenses.
2. According to its filing with Bursa, Maybank maintains its target to achieve return-on-equity (ROE) of 11% for FY2024.
3. The company announced a dividend of 29 sen per share similar to the level announced last year.

Next is CIMB

Yum Yum

Stock

4 weeks ago | Report Abuse

Yesterday was Bank Islam, Maybank just realeased their Result

MAYBANK 2nd Quarter 2024

1. Maybank 2nd Quarter 2024 net profit increased 8.2% to RM2.53 billion. This is due to lower provisions and tax expenses.
2. According to its filing with Bursa, Maybank maintains its target to achieve return-on-equity (ROE) of 11% for FY2024.
3. The company announced a dividend of 29 sen per share similar to the level announced last year.

Next is CIMB

Yum Yum

Stock

4 weeks ago | Report Abuse

Yesterday was Bank Islam, Maybank just realeased their Result

MAYBANK 2nd Quarter 2024

1. Maybank 2nd Quarter 2024 net profit increased 8.2% to RM2.53 billion. This is due to lower provisions and tax expenses.
2. According to its filing with Bursa, Maybank maintains its target to achieve return-on-equity (ROE) of 11% for FY2024.
3. The company announced a dividend of 29 sen per share similar to the level announced last year.

Next is CIMB

Yum Yum

Stock

4 weeks ago | Report Abuse

Yes Paul...

Cum to AirAsia...

PUTRAJAYA: A shortage of aircraft engineers and mechanical components has led to recent flight disruptions at Malaysia Airlines Bhd (MAB), said Transport Minister Anthony Loke.

An audit by the Civil Aviation Authority of Malaysia (CAAM) revealed that 63 of 411 qualified MAB Engineering Services staff have left since January.

"CAAM found that these resignations may be due to more attractive salary offers from other maintenance companies," Loke said at a press conference today.

He said the findings were based on a surprise investigation conducted by CAAM at Malaysia Airlines and MAB Engineering Services from June 24 to June 28.

https://www.nst.com.my/news/nation/2024/08/1097823/malaysia-airlines-hit-staff-resignations-causing-flight-disruptions

Stock
Stock

4 weeks ago | Report Abuse

Meow Meow Meow

Thank you Tiger!

Well done Team!

Stock

4 weeks ago | Report Abuse

Second quarter 2024 earnings released: EPS: RM0.061 (vs RM0.06 in 2Q 2023)

Second quarter 2024 results:
EPS: RM0.061 (up from RM0.06 in 2Q 2023).
Revenue: RM590.2m (up 8.4% from 2Q 2023).
Net income: RM137.2m (flat on 2Q 2023).

Profit margin: 23% (down from 25% in 2Q 2023). The decrease in margin was driven by higher expenses.

Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Banks industry in Malaysia.

Today BIMB climbs 2.69 %

To Our Success !

Meow

Stock
Stock

1 month ago | Report Abuse

Tonight we are waiting for P2 Nvidia Result…

For Nvidia investors, the past two years have been a joyride. But recently they’ve been on more of a roller coaster.

As the primary beneficiary of the artificial intelligence boom, Nvidia has seen its market cap expand by about ninefold since the end of 2022. But after reaching a record in June and briefly becoming the world’s most valuable public company, Nvidia proceeded to lose almost 30% of its value over the next seven weeks, shedding roughly $800 billion in market cap.

Now, it’s in the midst of a rally that’s pushed the stock within about 7% of its all-time high.

With the chipmaker set to report quarterly results today, the stock’s volatility is top of mind for Wall Street. Any indication that AI demand is waning or that a leading cloud customer is modestly tightening its belt potentially translates into significant revenue slippage.

Let see if there is any impact on YTLP tomorrow

Stock

1 month ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/08/27/fernandes-hopes-to-hit---------the-sweet-spot-with-mas

SEPANG: Capital A Bhd is open to collaborating with Malaysia Airlines (MAS) to provide in-flight meals via its food and beverage catering subsidiary Santan Food Sdn Bhd.

------
Time to take some nice vacation after a great wins lately. Since we are travelling next week, tonight Mabel complete her booking to travel to travel to some nice beaches some where in...Time for Mabel to try her new swimming suits..

Managed to order few add on to make our travel experience a pleasant one including some delicious creation of Mabel Oil specially prepared by Chef Simone, Klara, Iona and Una from Mabel Sime Darby Guthrie, KLK, IOICorps and United Plantation. Our Santan, the in-flight catering and food offers a delightful range of menu items. Here are some highlights:

Pak Nasser’s Nasi Lemak: A classic rice dish with coconut milk, sambal, fried anchovies, crunchy groundnuts, and half a hard-boiled egg.

Nasi Padang Beef Rendang: Flavourful beef rendang served with rice.

Nyonya Curry Laksa: A rich and aromatic noodle soup with coconut-based curry.

Fried Chicken with Nam Prik: Crispy fried chicken paired with nam prik (a Thai chili dipping sauce).

Chicken Satay with Peanut Sauce: Skewered chicken satay served with a delicious peanut sauce.

Additionally, Santan has introduced ‘Club Zero,’ promoting healthier options with reduced sugar content. This initiative includes collaborations with local brands like Secret Recipe and Tealive, setting new standards for low-sugar food and beverages across AirAsia flights..

Thank you Tony

Yum Yum…

Stock

1 month ago | Report Abuse

Let's hope for the best!

Today Tiger already hit's Historical high at RM 10.720

Meow Meow Meow

Stock

1 month ago | Report Abuse

Bank Islams 2Q24 results were below expectations, and we lower our FY24-26E earnings by 5% respectively. We maintain a HOLD call and roll forward valuations to FY25 on an unchanged PBV of 0.8x (FY25E ROE: 7.9%). Our TP of MYR2.75 is maintained.

Source: Maybank

Stock

1 month ago | Report Abuse

This is a strong result for Sime Darby Bhd.

Significant Increase in Net Profit: The net profit for FY24 was RM3.31 billion, more than double the RM1.46 billion from FY231. This substantial increase was largely due to a RM2 billion gain from the sale of Ramsay Sime Darby Health Care.

Core Earnings Growth: Excluding one-off items, the group’s earnings were still 14% higher at RM1.3 billion. This growth was driven by higher profits from its industrial business in Australia, strong performance from the motors businesses in Malaysia, Singapore, and Taiwan, and the first profit contribution from the UMW division.

Dividend Payout: Sime Darby declared a total dividend payout of 13 sen per share for FY24, amounting to RM886 million. This reflects the company’s commitment to returning value to its shareholders.

Challenges in 4QFY24: The fourth quarter saw some challenges, particularly in the motors division, which incurred impairments of RM229 million due to a strategic review. Despite this, the overall annual performance remained strong.

Overall, the results indicate a robust financial performance, with significant growth in net profit and core earnings, alongside a solid dividend payout. This performance, despite some challenges, Sime Darby is well-positioned for future growth…

Meow Meow Meow

Stock

1 month ago | Report Abuse

KUALA LUMPUR: Sime Darby Bhd wrapped its 2024 financial year (FY24) with a bottom-line twice as large as the previous year's due to a RM2bil gain from its disposal of Ramsay Sime Darby Health Care (RSDH) in December 2023.

During the 12-month period, the group posted a net profit of RM3.31bil, which compares to RM1.46bil in FY23.

Excluding one-off items, the group's earnings remained 14% higher at RM1.3bil, largely owing to higher profits from its industrial business in Australia, the strong performance from the motors businesses in Malaysia, Singapore and Taiwan, as well as the maiden profit contribution from the UMW division.

In line with the performance, Sime Darby declared a second interim dividend of 10 sen per share, bringing its total dividend payout in FY24 to 13 sen a share or RM886mil.

In 4QFY24 alone, the group said its performance was impacted by the motors division, which undertook a strategic review of its operations, incurring impairments of RM229mil.

https://www.thestar.com.my/business/business-news/2024/08/27/sime-darby-ends-fy24-with-rm331bil-net-profit-bolstered-by-sale-of-healthcare-business

Stock

1 month ago | Report Abuse

#pang72 Meow meow possible..
I believe in you for BIMB..
22/08/2024 3:31 PM

Cheers Pang72!

Welcome to BIMB!

Today Mabel add another batch at RM 2.63 and another batch at RM 2.60...

To RM 3 with Loves!

Meow Meow Meow

Stock

1 month ago | Report Abuse

Yes Lah...There is no business like Tourist Business. The Malaysian Aviation Commission (Mavcom) has reported a steady increase in air passenger traffic across both domestic and international sectors.

Air passenger traffic statistics released today showed that passenger numbers were up 14.3% year-on-year and up 7.7% month-on-month. For the first seven months of 2024, the cumulative air passenger traffic reached 55.4 million passengers, in line with Mavcom’s forecast of 93.9 to 107.1 million passengers for the entire year.

All Mabel Airlines Team continue to climbs today ..

Captain Mabel Meow

Stock

1 month ago | Report Abuse

RAM Ratings has affirmed Yinson Holdings Berhad’s A1/Stable/P1 corporate credit ratings and the A1/Stable rating of its Islamic Medium-Term Notes (IMTN) Programme of up to RM1 bil.

The affirmations are premised on Yinson’s credit fundamentals remaining supportive of the ratings. The Group delivered its new floating, production, storage and offloading (FPSO) vessels, Atlanta and Maria Quiteria, without major delays and slightly above budget amidst widespread post-pandemic supply chain issues and cost escalations. Yinson remains among the leading floating production systems (FPS) providers to the global offshore oil and gas sector. Its rapid expansion in recent years, however, has resulted in a ballooning debt load while customer concentration risks are significant.

https://www.businesstoday.com.my/2024/08/24/ram-affirms-a1-rating-for-yinsons-rm1-billion-imtn/

Stock

1 month ago | Report Abuse

Sime Darby Property Bhd expects the occupancy rate for Phase 3B of Battersea Power Station in the UK to rise to 50-80% by next year, up from 20% currently and announced First Interim Single Tier Dividend for the Financial Year Ending 31 December 2024, Payable on November 6, 2024.

Stock

1 month ago | Report Abuse

Sslee Page 40 of Financial Report 2023:
CapA need to stop the zero fare promotion and seriously increase airfare to make meaningfull profit to pay down its debts.
25/08/2024 9:47 AM

Haha we are still discussing Airlines as we waits for the EGM of the merger of Mabel Airlines Airasia and AAX.!

Just like Blee, Mabel also believes that without the ZFP, CapA (AirAsia) would struggle to compete as a budget airline. The ZFP is not applicable to all seats, only during non-peak times, and comes with terms and conditions. Before the pandemic, the ZFP was very successful with the tagline “Everybody can Fly,” allowing many regular flyers to travel to destinations like South Korea, Japan, and Australia. Recently, some investors flew to Japan and China using these promotions, and the flights were nearly full.

Hence Mabel questions would there be as many flyers without the ZFP?.

So Chicken and Egg Dilemma: hence which should come first. Mabel thinks it’s better to sell empty seats at a lower price to cover incidental expenses and make a profit from higher-priced seats. Beside Mabel also noticed that onboard food and beverages are selling well (Thanks for Chef Simone, Klara, Iona and Una), which should contribute to healthy profits.

The main issues is the foreign currency debts are significantly impacting CapA’s financial health. With Brent down to USD 76-79, Airfares is on uptrend, Potential drop in US interest rates and USD, Capital A is now 90% planes loaded, increase capacities, airports crowded, tourists are cumming, it’s looking good for Mabel Airlines…

To Our Success !

Meow Meow Meow

Stock

1 month ago | Report Abuse

Sime Darby Property Berhad Announces First Interim Single Tier Dividend for the Financial Year Ending 31 December 2024, Payable on November 6, 2024
Sime Darby Property Berhad announces First interim single tier dividend of 1.5 sen per ordinary share in Sime Darby Property Berhad for the financial year ending 31 December 2024. Ex-Date 14 October 2024, Entitlement date 15 October 2024 and Payment Date 06 November 2024.

Stock

1 month ago | Report Abuse

Sslee Q1 end 31/3/2024
RM '000
Cash flow from financing activities
Proceeds from borrowings 351,371
Repayment of borrowings (58,914)

So Q1 2024 did the company pay down its borrowing or borrow more money?
23/08/2024 11:42 PM

Handsome Sslee..

When Tourist wang to fly, they don't ask this question..

They will ask, Got ticket or not...

Thanks God Airfares is on the uptrends which eventually will answer your question...hihihi

Stock

1 month ago | Report Abuse

Indeed. Cum to Air Asia...We are ready to serve so that Everyone Can fly...

SEPANG: The Malaysia Aviation Group (MAG) will drop some routes served by Malaysia Airlines, Firefly and Amal until December as it looks to address some recent “operational difficulties”.

https://www.thestar.com.my/news/nation/2024/08/25/malaysia-aviation-group-to-reduce-flights-till-december?utm_source=Smartech&utm_medium=email&utm_campaign=dailynewsalert&utm_content=20240825&__sta=vhg.uosvpxQddhqnejsu0sv%7CIFFYJVQ&__stm_medium=email&__stm_source=smartech

Stock

1 month ago | Report Abuse

*Back to YTL Power Dividends*…

Alot of novice investors/ speculators complain about the low dividend received relative to the share price for YTL Power. The reason is simple, utility is a capex intensive business, most of the money is needed to reinvest in the business in order to grow it, and as long as management has shown to be able to deliver good results (which they have), Mabel don’t have an issue with this,

Expected DPS for FY24 is 7 sens vs FY23 6 sens (plus YTL Power has declared the latest quarter’s dividend of 4 sen), so it did increase , though 1% would argue that EPS went from 25 to 42.6, a 70% increase but dividends only increased 16%. Mabel would argue that the massive increase in share price more than made up for it, this stock won’t give u the 3-4% dividend you want (likely 1-2% yield), but the increase in share price should make up for it, assuming you bought it at a decent valuation

Over the last three years, YTL Power International Berhad has had the following dividend payout ratios:
2021: Approximately 40%
2022: Around 35%
2023: About 30%

These figures indicate the proportion of earnings that YTL Power has distributed to shareholders as dividends each year..

To Our Success !

Meow Meow Meow

Stock

1 month ago | Report Abuse

Bottom line..

Day over day prices are determined mostly by two factors:

The Fundamental Values of a stock to its price. These two, price and fundamentals must be closely aligned at all times.

Speculation and Panic Selling. Speculation is the increasing price of a stock that is far above fundamentals. Panic Selling is when retail groups sell in fear without actual facts and actual events. Both cause the price to be out of sync with fundamentals. You can see this on any stock chart easily if you know what to look for.

Uninformed, uneducated or poorly trained and educated retail groups cause Speculation and Panic.

Dark Pool Buy Side Institutions balance this by buying when fundamentals are above price and selling when fundamentals are well below price.

Meow

Stock

1 month ago | Report Abuse

Yum Yum

Dividend yield will be 1.7%, which is lower than the industry average of 4.5% which is acceptable since YTL Power is a Growth Company..

At final collection price at RM 3.770, now Mabel can sleep like a baby...

Thank you also to the Short Sellers for pressing the price down..

Valuation for YTL Power (Thank you dragon328!!!)

With the latest Q4 result, YTL Power has become the cheapest utility stock in Bursa. YTL Power is trading at historical PER of just 8.8x, dropping to 8.1x in FY2025 and 6.5x in FY2026. In comparison, Tenaga is trading at 23x PER on FY2024 earnings and Petronas Gas at 20x FY2024 earnings.

YTL Power should be trading at minimum PER of 10x and a fair PER of 15x, hence it should be trading at RM4.27 minimum or RM6.40 in 2024, rising to a minimum of RM4.62 to RM6.93 in 2025.

Over a longer term, I see not much challenge for YTL Power share price to test RM8.70 to RM13.00 by 2030.

To Our Success !

Meow Meow Meow

Stock

1 month ago | Report Abuse

Final dividend of RM0.04 announced
Shareholders will receive a dividend of RM0.04.
Ex-date: 12th November 2024
Payment date: 29th November 2024
Dividend yield will be 1.7%, which is lower than the industry average of 4.5%.
Sustainability & Growth

Dividend is covered by both earnings (16% earnings payout ratio) and cash flows (54% cash payout ratio).
The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
EPS is expected to grow by 2.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.

Yum Yum..

Thank you YTL Power