Generally all investment house is favourable & bullish on YTLP prospect and upped their TP for FY 2024. YTLP paid a total of 6 sen in FY 2023 ending June. This is expected to increase to 10 sen for FY 2024. Francis Yeoh at the recent Bloomberg interview mentioned YTL is prudent in managing its cash rich utility company. With a healthy cash pile of 9 billion ringgit. YTL is able to eye and acquire strategic investment{s} holdings. The recent full commissioning of its 45% owned shale oil plant in Jordan in August {Attarat Power facility} will further bolster it's share of associate earnings. Shale oil production ranged between USD 15-25 per barrel vs current crude oil prices at USD 76 - 80 per barrel. please do your research before you buy or sell. Just sharing my personal views

UBS Singapore cater for big institutional, corporate and wealth management. Provide private bankings and access to capital & equities. UBS investment into the group is something they see in YTL

Imran Yusoff { Head of Research MIDF} was asked by BFM radio why our local equities closed the year in negative terriotery vs other regional markets. He cited 1st half of 2023 was a drag on our local market. Subsequently the 3th quarter and present 4th quarter showed a better recovery. Yusoff was quoted we never know we still have 2 more weeks before the year ends. Our equities may end the year on a positive note. The bull may be around the corner

Dompelle. Yes just my personal overall view point view . Not a buy call. If all the above things can materialised then definetly it will be very good year for our Bursa Malaysia. KLSE was non performing for the last 2 years vs our regional peers. Hopefully 2024 will be a great year for equities. Thanks for your feedback

Yes. Ytlp totally agreed hold for longer term

We are not privy what exemption was given to Nvidea for setting up their base in Johor with YTLP. PMX Anwar is very pro active and aggressive in targeting high tech ventures to set up thier bases here. Tesla was given exemption on the 30% Bumiputra ownership prerequisite for thier operations. AP was waived for all Tesla CBU units imported into the country. Elon Musk owned Starlink too was given exemption by KDN on the local equity participation. Pioneer status and investment tax allowance is granted by Miti or MOF to companies in activities or manufactured products for a period of 5 years or 10 years. The offer to Nvidia setting up the AI data centre must be attractive. This tax allowance and attractions are very enticing for many MNC business.

Yesterday price pullback was a healthy correction. Best to look at YTL for it's potential exponential growth in earnings and it's re rating by IB's and funds after YTL inclusion in tge FTSE Bursa KLCi 30 list not forgetting the MSCI top 30 index list for Malaysia. It indirectly opens up investment opportunity for large foreign funds looking for earnings & growth opportunity in the emerging market in this part of SE Asia. The expected US Fed interest rate cut in early part of next year plus the gradual recovery of the ringgit vs the USD will be the one of the few catalysts . Our MYR is at its 28 year low { 4.7 } vs the USD since the last Asian Financial crisis 30 years ago in 1996/1997. Prior to that the Ringgit was traded around 2.5 prior to the speculative currency attack initiated by George Soros that started with the Thai Baht, followed by the Indonesia Rupiah, Korean won, Malaysia ringgit and covert attack on the HK dollars. The ringgit fell from 2.6 to 4.00 before capital control was imposed on the Ringgit at 3.8 vs the USD. Historically at that times Asian economies was weak and vulnerable plus high exposure to USD denominated loans. 28 years much has changed. The much stronger economy and the emergence of China, India, South Korea, Taiwan as world's economic power house has tilted the balance. Look at the bigger picture our economy, equities and currency are now beginning thier long awaited uptrend.

Otb. Yes golden cross is a very bullish signal. Anybody looking at YTL or YTLP technical side. understand it don't happen everyday.

Without prejudice. The data centre initiated by Nvidia & YTLP is not an ordinary processing centre. Based on what's reported at the press confence. The green data centre is run by Nvidia new advanced micro processesd AI chips that enabled that take raw data and transform it into valuable data. That process transformation is like the modern day manufacturing hub. Plus YTLP is using Nvidia Nemo to customise a Malay language foundation model. On a lighter note. Our PM Anwar Ibrahim initial is AI. This news article is reported in the New Straits Times press on 11 Dec 2023.

Without prejudice. The initial HSR link project in 2018 was awarded to YTL - JV Tabung Haji as the delivery partner. SIPP is also partnering YTLP in Johor. The Tabung Haji fund board is under PMO {Prime Minister office} MyHSR Corp is a special purpose Co. incorporated by Malaysia to oversee the construction of the HSR link.

Not many local listed companies on Bursa have the financial cloub, capacities, expertise and building the HSR link between. Johor and Singapore. HRH the Johor Ruler holds the key

Jensen Huang {NVIDIA} born in Taiwan migrated to US when he was 10 years old. Build Nvidia from scratch. His net worth estimated by Forbes app US 42 billion. Left AMD and started Nvidia. Co founder and president of Nvidia.. Named best CEO by Harvard, Fortune business person of the year not to mention Time magazine . An achievement extraordinary for a Chinese migrant to build an American business empire

The inclusion of YTL and YTLP in Bursa KLCi 30 official list on Dec 18 will give added impetus for foreign based IB's and investment funds to buy the YTL group. It only cost >S0. 50 cents for our Singporean investors . The YTL land project called Orchard Boulevard 3 project is {next to the MRT station} an iconic luxurious condo overlooking the popular Orchard road belt is well known. Singapore is rated among the global top 5 richest countries in the world.

Currently all the US biggest brand names relied on Nvidia GPUs to power thier cloub computing services. Household names e. g. Amazon, Microsoft, Google plus Tesla relies on Nvidia for high performance solutions not forgetting the Open AI ingenious Chapgpt uses Nvidia GPUs as part of the underlying infrastructure called accelerated processing. To tie up with Nvidia is certainly an outstanding first for the YTL group

Singapore straits times press :-
December 10 2023
The 17th Yang Di Pertua Agong { Johor Ruler} In an exclusive interview plans to revive the HSR link project with Singapore. His HRH saying that he have ideas to get the project back on track. TThe HSR project was terminated on 1st January 2021 after both countries failed to reach an agreement. His HRH He was quoted saying " I will make it come back on" Full news article reported in the Straits Times press today

Agil. Certainly see your point and cannot fathom why certain people continue to post bad or negative thoughts on YTL. If you owned any shares in YTL group. Certainly you wouldn't be bad mouth or belittle other people on this forum. We are here to make some extra side income based on what we buy or invested rather than let our savings sitting in the FD. Please contribute and shared meaningful news, articles or ideas based on logic and not wild connotations. Everybody enjoyed the break and have blessed weekend

Temasek is in talks with Nividia to set up thier iconic AI site in the island state. Singapore EDA { Economics Development Board} If the collaboration materialised and NIVIDIA finalised the Data centre deal with YTL { at their JB hub} the possibility of Temasek and Nividia holding stakes in YTL data centre hub cannot rule out. Guys this is unconfirmed wait for the final announcement. AI site and Data centre collaboration...... Cheers if all the deals push thru

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.