Without prejudice. Speculations & rumors circulating on the possibility of Nividia { { Jensen Huang } collaboration with YTL { Francis Yeoh} on a data centre deal. Most likely anchor at YTL data centre at JB. YES telecommunications {YTL arm} earlier on already has a cloub gaming partnership with Nividia. If it's true it will be good & positive move for YTL. Please do your own research before you invest.

Without prejudice or disrespect to any parties. Please do your own research before you buy or sell. Plantations companies especially the upstream planter's relies 100% on the CPO price movement. Locally CPO has dropped from $4,000 + per tonne to current price level of below <$3,600. Weakness on the SBO heavily influence the soft oils market. CBT SBO has dropped below their support 50 cents per IB. Currently it's trading a 49.50 cents per IB. Dalian exchange is following the price downtrend. Brent Crude oil has dropped from USD 90+ per barrel to below USD 75 per barrel { despite the Opec production cut}. Commodities comes in circle but the bigger question what happens if Ukraine - Russia conflicts comes to a end or settlement. This may open or may not happen a surge in export of grains and sunflower oil from the Blacksea region {Ukraine and Russia} . Ukraine accounts for 10% of the world wheat market and around 15% of the corn market. US sanctions on Russia exports may ease. CPO is a price taker and heavily track other commodities price movement. Just sharing my 2 sen thoughts

Dragon 328. The article which you have posted is extensive and very through done on the YTL group. Their core businesses is resilience and have growth potential. Nothing more to add on. Very good article { one last point} the Starhill reit has much to offer with their close promixity to the TRX mall { just a stone throw away} from the Imbi side entrance. Hardly 5 minutes walking distance away from the TRX mall. Land lease has done a good mixture on the TRX mall { which will be future growth point for Starhill reits. Starhill owns another plot of lands directly facing and fronting the main road behind the the chapel and the sleeping lion hotel. It will be a star attrations for any tourist coming to KL

Albukhar. Yes agreed with your view of LKH only wants to control the whole group thru his ingenious scheme of arrangement of buying and selling the assets. LKH is a shrewd businessman. Ekovest is just part of his ambitious plan to transfer and monetise whatever resources to revive his IWC projects thru his private held IWH. Ekovest minorities are on his menu chopping board

3qtr result came in as projrcted. Not much changes overall with gloves still a drag on their bottom line. Best to describe uneventful and flattish performance

KLv you need to know what's related and what's unrelated or hear say. In a social blog postings impossible to monitor or filter the members postings. Do your own research

Francis yeoh recent bloomberg interview indicates a higher pay out of 10 sen while maintaining a conservative healthy cash holdings at the group level. Not forgetting monetisation non core assets of the group. Thanks for the meaningful insight and figs

KS55. Yes. looking at the figs YTL is at a deep discount vs it's intrinsic value. But at times Mr. Market player thinks differently. The inclusion of YTL group in the FTSE KLCI 30 list should be positive but somehow buy on rumors and sell on news become the norm. Cheers have a nice weekend

DJ closed at thier highest on record hitting a intra day high 36,000. Let's see our local KLCi play out now YTL group is on the list. Investment Funds especially the foreign based groups may nimble and accumulate on our CI. Let's us remember our local stocks has underperformed vs our asian oueighbours. Power, water generation and renewable energy is the theme play.

Negative sentiment really hurting our market. The past few trading days our KLCI looks weak & holding precautiously by the threat. Losers outnumber the winners. Our Economy minister plan to reduce and redirect the targeting fuel and cooking oil subsidises doesn't jell with businessmen The so called luxury goods tax rate of 5%-10% in May may further reduce consumer confidence, consumption & dampen business confidence. The Johor property overhang is very severe if added on with this additional tax hike. It will further aggravate and damaging for property developers

Without prejudice. The widely follow FTSE KLCI Bursa Malaysia list of components stocks and new listings of additions will be announced in mid December. The list is widely track by index link funds and investment house.

Apart from power generation & water related business. YTL group has embarked on transforming and digitising, establishing and building a data centre{s} powered entirely by solar energy. Which are often overlook by the business community when looking at their core business. It 's a steady source of business income. The world's biggest name e. g. Amazon and Microsoft all have initiated and operate their data centre in Malaysia. YTL centres are located in Sentul and Technology Park, KL and also the Iskander region, Johor. the new JV data centre at Kulai with Sea Ltd marked a new milestone. The first phase is a tier 111 certified facility which recently the MB of Johor officiated the ground breaking ceremony

Yes. Buying the 2 Bella clinics for the large sum of money is fork out is something to chew on. Clinics unlike retail stores are different. Clients loyalty tend to gyrate towards the doctor on a personal touch.

YTL meeting is set on 5 Dec next week. Keeping our finger crossed for the new FTSE/KLCI list of 30 largest companies on Bursa announcement. Expect more upward momentum for YTL. Foreign funds and our neighbouring Singaporean link investment companies can accumulate and invest into YTL { a strategic supplier of power and water}and hotel developer in the island republic. Currently alot of larger investment funds are not allowed to invest in the small cap companies. Not a buy call just my own 2 sen idea. Please do your own research before you buy or sell.

YTLP meeting is schedule on 5 Dec next week. If FTSE/KLCI 30 new list is announced . Expect more upward momentum. Plus you cannot ruled out a special additional dividend announcement.
This year the interim dividend pay out is at 3.5 sen. Following YTLP sterling performance always a possibility. Just my own 2 sen view

Possibilities of the various block of controlling shareholders having an cohesive understanding and framework how best to push the company forward on a win win formula. Without prejudice RANHILL was offered in 2016 to institutional plus retail portion at a price of $1.20 each { in 2016.} 100 million units to existing units and a public issue of up to 375 million new shares { thru a reverse takeover scheme} of Symphony House Bhd. For this group of shareholders it's tough 8 long years wait

The recent pullback was something anticipated. Nevertheless just wait for YTLP inclusion and keep our heads up for better days. Cheers

YTLP will power up after the FTSE 30 inclusion list. Just wait for the December new update list

IB prices too big disparity. Possibilities of their price earnings and estimates based on earlier assumption without the benefits of current actual income stream. HLib fig is the king bull of the batch. Trading ideas will be more balanced after YTLPower inclusion in the KLCi 30 in December

Strong set of earnings reported for qtr ending Sep 23. PBT 1,031 billion. Less Tax 181k NP 850 Million attributed to SH. Lets see tomorrow

Why keep on rantings issue{s} not related or irrelevant to the YTL group. If you are a shareholder definetly you will not run down or smear the counter which you have owned. Let's all shared positive and news related to YTL group. YTL was incorporated way back in 1955 by Yeoh Tiong Lay 2 years before Malaya gained Independence from the British. It's not the largest nor the biggest congolemerate or construction outfit listed on Bursa Malaysia. But I believed a company that managed to sustain itself for the past 69 years is certainly an achievement. This is the reason why I have invested in this company.

Without prejudice to any parties. Corporate Malaysia is a game intrigue like a script out of the movie wolves of wallstreet. BPlant is owned by LTAT { a government pension fund} vs a commercial private run entity. The deal for Bplant was aborted abruptly due
to politicians from PN group questioning the move by LTAT in relinquish their controlling stake in one of the oldest plantation companies in Malaysia. Bplant is a merger and acquisition of Barlow Boustead, Highlands and Lowlands estates into the present day Boustead Group. A legacy from the British planter's. The attempted hostile takeover of Palmco by Sime Darby { Owned by PNB} from IOI was derail by Tan Sri Lee personal hardworks. The amalgation of the 9 core banking groups initiated by BNM was a government run initiative to strengthen the fragmented numerous finance companies { which created many unhappy and dissatisfied parties} we need to distinguish between political interest, government directed policies and a strictly commercial entity. Just my 2sen rantings

Semi annual review of KLCI 30 will be announced in early December. By market capitalisation YTL is currently rank between 24 - 25 position as at 7 Nov 23. Stocks could be feature as FBM KLCI constituents..i.e if their rankings are at 25 or above. The cut off date for the review is 20 Nov. On Monday another push for YTL at closing will propel YTL to leap higher than the current 24 position. Just sharing my own thoughts on YTL what may or can happen. Not a buy call please do your own research before you buy or sell

after church service {weekend} Tan Sri & his family is often seen having lunch at his Starhill plaza. at times you too can bump into Tan Sri

To put the record straight. Myself is a planter and not a trader. Any similarity in writing is just plain coincidence. Buying & investing is just my interest. Nothing much nothing more.

Tan Sri Francis Yeoh style of managing is businesses is always a win win situation and beneficial to all the stakeholders. A trait he pick up at a very young age. How YTL took over the Starhill project is an interesting case study how our local business relationship works in Malaysia vs the confrontation or hostile takeover . Similarly the parcel of Kulai estate land YTLP bought over from Boustead. They signed an estate admin agreement with BEA to oversee the oil palm estate areages with Boustead. When YTL land acquired the Sentul land parcel in the capital. The squatters were relocated amicably. Both Tan Sri Francis Yeon and Tan Sri Hamdan { Group founder of RANHILL} may have map out their plans for YTLP and Ranhill resp. Each leveraging on their strength. For minorities the critical role is how the management can added value to the company {YTLP} and it's share price. Increasing it's stake to above >20% is not an issue. This is required if they need to factor in the share profit and equity accounting. The price they acquired from TAEL at 58 sen vs current valuation at 88 sen already showed a increase in valuation. Just my own 2 sen view. Please do your own research before you buy or sell

Good bargain for {Singapore neighbours} to invest & YTL or YTLP shares. Only cost them >S 0.47 cents. YTL group has a strong presence in the island republic. The iconic Orchard Boulevard built by YTL and not forgetting Seraya Energy Pte Ltd.. Not a buy call just sharing my own view

CGS - CIMB is double overweight on this few counters. Gamuda, YTL, Sunway. In it's recommendation the research house confidence is based on the underlying factor that the government strategies and directions have become clearer. The aggressive rollout of the development budget of 90 billion in the recent announcement is to kick start the economy sector. Not a buy call just my own personal view Please do your own research before you buy or sell

Jerome Powell hawkish stand on interest rate not positive for the market. He said " we have not finish with the rates to bring down inflation" is bad. US rates is now at 5.25%-5.5% =6.0%for mortgage loans

Jerome Powell hawkish stand not a positive sign too

Without prejudice. Technically all lands in Indonesia belongs to the State. Land ownership is granted for a maximum of 35 years and may be extended for an additional 25 years maximum at the discretion of the state. HAK MILIK HGU is the right to cultivate land under the state, HGB is the right to built and develop on the land. HPT the right to lease and cultivate on the land. Forest land cannot be cultivate for oil palm estate. Sounds very complex & complicated. Yes

Without doubt the HSR link between KL - Ipoh rail link is far easier to implement vs the HSR KL - Singapore rail link. Have a uncanny feeling that the PH government will implement the HSR KL - Ipoh rail link first follow later by the HSR KL-Singapore rail link. Distance, cost, overlapping jurisdictions and negotiations between 5 different stalk {state} holders and the government of Singapore is tedious and contentious. Just my personal view

Yes. In the ever changing world nothing remains forever. Rubber gloves used to be king maker but now replaced by nitrile gloves as the prefer choice. with new advanced technology synthetic rubber gloves is slowly creeping in. Harta has the biggest nitrile shares. Remember the names of Nokia & Motorola HP.

The High Court restraining order on KNM creditor's is removed. Bad for KNM based on current financial scenario. Just my personal take

A changing chameleon. Politician is like a chameleon { changing their stripes and narratives whenever or whatever time of the day} the end justifies the means

Bursa Malaysia normally adjust & review the KLCI on a semi annual basis. The last review was adjusted on 19 June. The next review will take place in December

November Mth - kick start & good times for YTL

What's worrying is emerging of new competitor & efficient entrants in the highly competitive chemicals industry . Apart from China, Thailand, Malaysia and now Vietnam is eyeing a part of the business. Vietnam is starting their trial in the Southern province of BA Ria. The integrated petrol chemical industrial complex built at a cost of USD 5.1 billion this month. The Southern petrochemical complex is developed Vietnamese owned Long Son company. Our MNC Petronas chemical is also branching out their industrial production of polymers which include olefind

LCtitan was on a down trend since 2021 after reporting operating losses for the past 7 or 8 consecutive quaters. There is a real strong possibility LCtitan core net loss to widen on higher oil price in the coming Q4. The margin and spread of naphtha polymer & glycol continued to decline and weaken which will impart and hit LCtitan bottom line negatively {Not forgetting the USD 2.5 billion denominated dollars loan}

No change in Bursa on having E-EGM or E-AGM. Bursa should adopt a flexible of having physical EGM or AGM. Let the minorities have the option to question the Board

Despite the ongoing Ukraine & Russia conflict for the past 21 months. Cpo and other soft oils have fallen off their peak is now trading at MYR 3,650.00 per tonne. SBO is now at their low end of USD 52 cents per IB. Brent crude oil despite all the analyst's bullish calls and US sanctions on Russia and Iranian oils. Crude oil is stuck at USD 88 per barrel. CPO has always been a price taker and not a price mover. TSH is heavily dictated by CPO prices

No point holding & getting the 3 sen dividend but a possibility of the price drop another 10 sen.

One of the merger terms HOA stated ekovest will issued a total of additional 1.15 billion shares to privately held Credence {CRSB} for thier 70%stake in the company. The 3 shareholders of CRSB is Lim Kang Ho {90%}, Keng Cheng {5%} and the remaining 5% to Lim Hoe. CRSB presently hold 63%,in privately held IWH which holds a 34% interest in public listed IW City. Sounds complicated

Gaza conflict is esclating the whole middle east with US { Israel} vs the rest of Arab world with Russia watching from the back

Will buy Mah Sing if price drop below <80 hold for long term

Yes. The interest rate for the USD 2.4 billion will be charged at SOFR + agreed margin spread of dollar denominated loans. Currently SOFR is at 5.4%+1% margin spread =6.4% in USD. The USD is now trading at 4.8 MYR . 20 year high vs our local ringgit

After the 5 :2 share consolidation. Expect Hisbiscus to pay out a more decent dividend. Dissapointed for the whole FY only declared 1.25sen per share. And the payment date only in January 2024 next year. Why can't the Board declared a higher quantum rate and paid out by end November { instead wait till next year}

Maybank investments see LOTTE CHEMICAL losses widenening & exoanding in the 3rd & 4th quarter of 2023. The investment bank estimated core losses for the cumulative 9 mth period would range betw 650 Million to 700 million. The research house has a sell call on LCtitan following the downward revision.

Without prejudice . The increased in SST rate from 6% to 8% have an impact on Genting bottom line. Previously the 6% tax is absorbed by the gaming Group. Whether the group continues to absorb the new tax rate of 8% is something to chew on. If they discontinue the practice. Customers may feel short changed when they patronised the gambling tables. From zero rate { the old 6% rate absorbed by Genting} outvof the blue 8% is suddenly imposed. The initial reaction will not be favourable or positive. Plus the so called toll levy on people driving up is a double whammy

The proposal to diversify and merge Ekovest business into a different listed units may not be the best interest for the minorities. Looking at their announcement.
Very limited information is provided or clarity on their proposed land deals between the related parties , valuations, private placements and number of shares issued plus Ekovest cash payment quantum to the parties concern. We need more than a so called valuation report to justify the amount paid out. Just my 2 sen