https://www.nst.com.my/business/corporate/2024/12/1150096/macc-clears-ytl-communications-any-wrongdoing-1bestarinet-project

https://www.nst.com.my/business/corporate/2024/12/1150096/macc-clears-ytl-communications-any-wrongdoing-1bestarinet-project

https://www.chinapress.com.my/?p=4224721

Plan B ?

https://baochinhphu.vn/tong-bi-thu-to-lam-tiep-lanh-dao-mot-so-tap-doan-cua-malaysia-102241123141317875.htm?fbclid=IwZXh0bgNhZW0CMTEAAR13x_X3nWcyTI8pg1ZB8TXUV-akRai3rpk3eBljcibyg9_D1a8UywZ6hK4_aem_v8v03T05-Y_bfn7Lpf1F0Q

Ông Francis Yeoh Sock Ping, Chủ tịch Điều hành Tập đoàn YTL Corporation Berhad - tập đoàn phát triển hạ tầng tích hợp hàng đầu khu vực, báo cáo Tổng Bí thư về việc liên kết với Tập đoàn NVIDIA của Hoa Kỳ để xây dựng trung tâm dữ liệu lớn tại bang Johor của Malaysia; bày tỏ tin tưởng vào xu hướng phát triển năng lượng sạch, chuyển đổi số của Việt Nam và mong muốn xây dựng một trung tâm dữ liệu tại Việt Nam.

@dragon328, ya, the margin is indeed amazing!

@cwc1981, ya, the lack of a catalyst could be the reason behind the share price drop from RM5.85 to the current level following the Budget 2025 announcement

ChatGPT :

The statements and actions by Fahmi Fadzil appears inconsistent, potentially leading to confusion about the state of affairs at Digital Nasional Bhd (DNB). Here are the key observations:

1. Initial Unawareness vs. Later Praise:

• Fahmi stated that when he first assumed his portfolio in 2022, neither his ministry nor MCMC had knowledge of DNB’s activities, describing the situation as “horrifying and concerning.”

• However, by May 2023, after a five-month review, he praised DNB for its progress in rolling out the 5G network, calling it a “positive achievement.” This shift raises questions about the thoroughness and clarity of his earlier concerns.

2. Position on Wrongdoings:

• Fahmi clarified that the government’s review of the Single Wholesale Network (SWN) model was not intended to investigate potential wrongdoings but to assess the model itself. This focus could explain why he avoided deeper scrutiny of DNB’s governance or financial practices at that time.

• Yet, his earlier remarks implied a lack of oversight and potential irregularities, which could create public doubt about the transparency of the review process.

3. Shift in Governance:

• After the Cabinet reshuffle in December 2023, DNB came under Gobind Singh Deo’s Digital Ministry. Gobind’s assurances that DNB’s operations and financial practices were in order, supported by telco-led due diligence and confirmation from the Malaysian Anti-Corruption Commission (MACC), seem to contradict Fahmi’s earlier claims of chaos and lack of visibility.

4. Impact of Mixed Messaging:

• Fahmi’s contrasting statements and the lack of clear accountability during his tenure likely sowed confusion about DNB’s management and transparency.

• While Gobind appears to have resolved or clarified these issues, the inconsistencies in Fahmi’s communication undermine public confidence.

5. Broader Implications:

• The government’s decision to implement a second 5G network suggests lingering concerns about the SWN model. While it addresses industry fears of monopolization, this shift might also imply that the initial model (praised by Fahmi) was insufficient or problematic.

Conclusion

Fahmi’s handling of DNB during his tenure appears to reflect a mix of poor communication, inadequate oversight, and shifting narratives. These factors may contribute to perceptions of incompetence or lack of clarity. Gobind’s current efforts to address these issues could restore trust, but it underscores the need for stronger governance and consistent messaging from public officials in critical national projects.

ChatGPT :

The statements and actions by Fahmi Fadzil appears inconsistent, potentially leading to confusion about the state of affairs at Digital Nasional Bhd (DNB). Here are the key observations:

1. Initial Unawareness vs. Later Praise:

• Fahmi stated that when he first assumed his portfolio in 2022, neither his ministry nor MCMC had knowledge of DNB’s activities, describing the situation as “horrifying and concerning.”

• However, by May 2023, after a five-month review, he praised DNB for its progress in rolling out the 5G network, calling it a “positive achievement.” This shift raises questions about the thoroughness and clarity of his earlier concerns.

2. Position on Wrongdoings:

• Fahmi clarified that the government’s review of the Single Wholesale Network (SWN) model was not intended to investigate potential wrongdoings but to assess the model itself. This focus could explain why he avoided deeper scrutiny of DNB’s governance or financial practices at that time.

• Yet, his earlier remarks implied a lack of oversight and potential irregularities, which could create public doubt about the transparency of the review process.

3. Shift in Governance:

• After the Cabinet reshuffle in December 2023, DNB came under Gobind Singh Deo’s Digital Ministry. Gobind’s assurances that DNB’s operations and financial practices were in order, supported by telco-led due diligence and confirmation from the Malaysian Anti-Corruption Commission (MACC), seem to contradict Fahmi’s earlier claims of chaos and lack of visibility.

4. Impact of Mixed Messaging:

• Fahmi’s contrasting statements and the lack of clear accountability during his tenure likely sowed confusion about DNB’s management and transparency.

• While Gobind appears to have resolved or clarified these issues, the inconsistencies in Fahmi’s communication undermine public confidence.

5. Broader Implications:

• The government’s decision to implement a second 5G network suggests lingering concerns about the SWN model. While it addresses industry fears of monopolization, this shift might also imply that the initial model (praised by Fahmi) was insufficient or problematic.

Conclusion

Fahmi’s handling of DNB during his tenure appears to reflect a mix of poor communication, inadequate oversight, and shifting narratives. These factors may contribute to perceptions of incompetence or lack of clarity. Gobind’s current efforts to address these issues could restore trust, but it underscores the need for stronger governance and consistent messaging from public officials in critical national projects.

@dragon328, I notice that the topline/revenue for September 2024 (1.17bio) is slightly higher compared to both September 2023 (1.15bio) and June 2024 (1.04bio) :)

Highest topline and bottomline in the last 12 quarters, with borrowings also reduced substantially. Good QR~

Good QR !

Just speculation: The subsidy for RON95 is expected to be canceled this year, which suggests the 1Bestari issue is unlikely to be resolved soon, possibly as a political diversion.

@Patron Thank you for providing those insights

@Patron noted. I missed your comment in the bracket (i.e., gloves division). Thank you for the reminder.

Harta:

Mar’24 : Revenue 529.83mil
Mar’24 : PBT 18.88mil
Mar’24 : PBT Margin 3.6%

Jun’24 : Revenue 583.84mil
Jun’24 : PBT 41.14mil
Jun’24 : PBT Margin 7.0%



Kossan:

Mar’24 : Revenue 451.63mil
Mar’24 : PBT 40.98mil
Mar’24 : PBT Margin 9.0%

Jun’24 : Revenue 429.91mil
Jun’24 : PBT 38.57mil
Jun’24 : PBT Margin 9.0%

Q4 results should be good

https://youtu.be/aCOCRhODftA?si=gau27Rp___SKw1bQ

https://guangming.com.my/%E5%BB%BA%E8%AD%B0%E6%B8%9B%E6%8C%81%E6%96%B0%E5%8A%A0%E5%9D%A1%E8%82%A1%E7%A5%A8-%E9%AB%98%E7%9B%9B%E4%B8%8A%E8%AA%BF%E9%A6%AC%E8%82%A1%E8%A9%95%E7%B4%9A?

Dear Mikecyc,

I have some feedback on your postings:

Please consider simplifying and structuring your queries about YTLP to make them clearer. Repetitive and unstructured posts can make it challenging to understand your main concerns.

Additionally, when seeking opinions from others, please approach them with humility and courtesy.

Dear Everyone,

A small request: Please avoid using offensive or derogatory language and refrain from sharing fake stories with inappropriate content aimed at attacking others.

Feeling frustrated and seeking reasons for things going wrong is natural. However, blaming others in this forum for their recommendations is not constructive. The market is unpredictable, and even experienced investors face setbacks. It might be helpful to step back and give yourself time to process. Holding onto blame can impede progress. It’s okay to express your feelings, but try to move forward after doing so.

As retail investors, let’s work together to foster a positive culture and build a supportive community with relevant and useful information to help us succeed.

What is wrong with being Chinese-educated, especially if you are Chinese? Thankfully, the uneducated person who constantly used offensive language due to differing opinions has been removed.

https://www.nsl.com.sg/investor-relations/5-year-financial-summary

https://9shares.my/%e5%a4%a7%e9%a9%ac%e5%8d%83%e8%82%a1%e9%bd%90%e8%b7%8c-klci%e9%87%8d%e6%8c%ab14-48%e7%82%b9/?fbclid=IwZXh0bgNhZW0CMTEAAR3bJBAJjsmdnNqNAnVTEQHiP5stWv6T-xIdY4jZHjzpZd-1UQwgzwG_pAI_aem_qQ-eTk9ChHxf21egVCxefA

https://www.youtube.com/watch?v=6vNxFPRdrgs

https://fintechnews.sg/95869/malaysia/grabs-digibank-deposits-reach-us479m-driven-by-growth-of-malaysias-gxbank/

Thanks for sharing the article with us @ dragon328

Hi Ular,

Regarding the 'ESOS 2021' with an exercise price of RM0.56 per unit and market price stood at RM0.60 per unit at the time of offer. (https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=123034&name=EA_GA_ATTACHMENTS)

I have glance through FY2023 Annual Report, specifically Note 24(a), it's noted that the total balance of units granted under the 'ESOS 2021' amounts to 225 million units. From the information I gathered, 20% of these units, totaling 45 million, are eligible for exercise since January 2024. The remaining 80% are subject to a moratorium and will be released evenly over the next four years.

I'm curious to know if this aligns with the information provided by your Sifu. Your insights on this matter would be greatly appreciated.

https://www.nst.com.my/business/2023/09/952708/gemas-jb-electrified-double-tracks-complete-2025

Okay lah Ular. Thank you for your feedback.

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD
16 minutes ago | Report Abuse
Sori ya. Ular only can give hint lah. If reveal the actual one nanti scare panic selling happen lah. Nanti many will blame ular as the culprit caused them lose money leh. Haiyoh. Correct?


beginner888

Hi Ular, could provide more details about the bad news ?

Hi Ular, could provide more details about the bad news ?


Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

2 hours ago | Report Abuse

Alot of YTLP promoters must be wondering why so many ctrs moving and YTLP still not moving right. The answer is very simple lah. Pasal ada bad news lah. If ada good news sudah pecah bumbung lah. Logic or not. Ponder about it lah. Find out what is the bad news lah. All waiting other to spoon feed kah. Sudah kasi hint the number related to 700 lah. The hint pun started to appear liao leh. Still belum notice it lagi kah. Haiyoh. Correct?

https://www.chinapress.com.my/?p=3862362

Esok Bursa tiada buka

https://www.youtube.com/live/eluW2IfBadw?si=0Ipc8q1JsN6zXySh

Good QR with final dividend of 9 cents

@dragon328 thanks for your review & sharing of the Q2FY24 QR

Thanks dragon328 & cgtan2020 for the sharing

It's a scam

Thanks dragon328

Lending out is easy but if can not recover is useless

Disappointed QR

Aggressive & highest topline in the last 12 quarters yet low bottom line

Although significant impairment yet NPL is still high

Jerichomy, please go back to your Mars, Earth is dangerous !

I would suggest the gentleman to go Genting better

DAP just know how to bullies Chinese

Thanks Dragon328

@HumptyDumpty RHB's Net Profit YoY dropped 7% & QoQ dropped 20%

Upcoming AGM @ 5/12/2023 should declare generous Final Dividend

Hi, currently most of the income of YTLPOWER is derived from overseas. Any tax expert can advise if the income tax on foreign source income is subject for YTLPOWER’s income that derive from overseas ? If so, if this tax provision already made in the book ?

EPF keeps selling could this because majority assets of YTLPower are not in Malaysia, and taxes are not paid in Malaysia rather than pessimistic about the prospect, valuation or profitability of YTLPower ?