ATH 3.49

YTLP Price Diff Point Index Up YTLP Percent of Contribution
3-Jan-24 0.23 2.6925 10.35 26.01%
4-Jan-24 0.2 2.3413 14.89 15.72%
5-Jan-24 0.22 2.5754 9.27 27.78%
8-Jan-24 0.23 2.6940 9.23 29.19%


Total 0.88 10.3031 43.74 23.56%

ATH 2.29

Foreign fund currently hold about 11% of YTLPower shares as of 29-Dec-2023, it should be higher now with last week value of RM164Millions.

@dragon328 don't include any other link like simmplywallst, it will reject your msg due to promotion of other financial web link.

@dragon328, you refer to which year?

@NatsukoMishima 非常に興奮！！！

@xiaochen this one better visually
TA TP Rm 2.60 ⚒
AmInvest AffinHwang TP RM 2.70 ⚒
RHB TP Rm 2.95 ⚒
MIDF TP RM 2.99 ⚒
CIMB TP Rm 3.00 ⚒
Kenanga TP RM 3.06 ⚒
D TP RM3.28 （just for fun）😂
NOW RM 3.32
HLIB TP RM 3.90 😁
MrFox TP > 4.00（Could consider this seriously now）😁

@dragon328, hit ur number?🤣🤣🤣

ATH 3.28

YTLPower Foreign inflow buying RM167.50 Million, Local Insituition Outflow -54.7M

In the fourth consecutive week, foreign investors continued to
be net buyers of domestic equities on Bursa Malaysia, with a
total of RM524.9m. Throughout the week, every trading day,
except Tuesday, saw a net foreign inflow. Tuesday recorded
net foreign selling at -RM23.3m, with the highest outflows
observed in Inari Amertron (-RM13.6m), My E.G. Services
(-RM10.7m) and Public Bank (-RM7.9m).
• The sectors that recorded the highest net foreign inflows were
Utilities (RM208.9m), Financial Services (RM156.0m), and
Property (RM126.9m). Meanwhile, the sectors with the highest
net foreign outflows were Technology (-RM69.4m), Consumer
Products & Services (-RM64.m), and Telecommunication &
Media (-RM16.0m).
• Local institutions continued as net sellers for the third
consecutive week, with a total of -RM141.6m. The Financial
Services sector witnessed the highest net outflows from this
investor group, amounting to -RM139.7m.
• Local retailers shifted to net sellers of domestic equities,
totalling -RM383.3m. This marks a reversal from the previous
week’s figure of RM24.3m.
• In terms of participation, there were substantial increases
in average daily trading volume (ADTV) among local retailers
(+44.8%), local institutions (+22.6%), and foreign investors
(+50.8%)

Buying and selling is parts of trading/investing, the key things is whether market can absorb the selling pressure well. I belief YTL Power volume say for itself. Currently there are no net short seller position in both YTL and YTLP shares. https://www.tradingview.com/x/p5qr4k0q/ . Can it go up to 3.50 today/this week?🤔

@Agjl that is the plan but along the way can use certain percentage of what you have to trade?

@Agjl let the profit run now, until earnings growth is slow or PE is too high or price to book is too high.

@moncmondo87 dividend visibilities is not yet there unless YTLP start quarterly dividend, with current capex for YTLP DC, i think it will take some time in the future to see a clearer picture.
03-Jan-2024 Index up 9.27 points, YTLP contributed 26% in index points
04-Jan-2024 Index up 14.89 points, YTLP contributed 15% in index points
05-Jan-2024 Index up 9.27 points, YTLP contributed 27% in index points. Let's see if this can sustain.

Price of 4.28 is FPE2024 of 10.93 and FPE2025 8.75
Price of 5.14 is FPE2024 13.11 and FPE2025 10.48. All the FPE still below FBMKLCI PE.
With current portfolio readjustment happening in FBMKLCI, foreign fund and local institutional is actively get rid of laggards stock and switch over to movers like YTLP and YTL with lower PE better earnings in the coming quarter. Do wait and see.

Currently YTLPower is traded at FPE 0f 8.21 based of 3.2B earning in 2024. L4QPE of 9.7.
FBMKLCI PE is now at 13.22, i belief foreign fund will push YTLP and YTL to move the index to a higher level like 1550 or 1600. For the last 3 days when index is move up by 10 points, YTLP and YTL contribute about 2.5 point and 2.67 point or about 50 percent of the index increase, but YTLP only contribute 2.36% of the index weightage. Based on this assumption and calculation, if index is push to 1550 or 1600 in one year time. And YTLP contribute only 20 percent of the index increase instead, it will be traded at 4.28 and 5.14 respectively. I belief it will be very exciting for shareholder of YTLP, these things happened only once in a lifetime. If you owned YTLP shares, you know what to do. Currently YTLP and YTL is the key movers of the index with price increase and volume, and the game is just started. This is not a recommendation of buy or sell.

L4QPE 9.52 ,FPE 8.08. FMBKLCI is at 13.20

FPE at 7.75

L4Q P/E at 9.03

@xiaochen I love the story!!!

https://www.tradingview.com/x/47PoxtpY/

correction coming?

@xiaochen most TP is reach. kind of too stretch....?
https://www.tradingview.com/x/boWzKj0A/

ATH 2.93

@ChloeTai need to be at least 2% before it is attractive to convert

https://theedgemalaysia.com/node/696034

https://theedgemalaysia.com/node/695929 Good news for KGB biz.

@ChloeTai son will follow the mother, take some time.

@dragon328 you are right, I am referring to Rolling 4 quarter PE value of 8.22 now. @xiaochen look like a lot of IB need to revised their target price soon.

@Moolala you are right, gross profit margin of latest Q is at 14.8% compare to FY2022 average of 11.4%

Finally PE is above 8.0 already

wow ATH 2.68, YTL and YTLPower is supporting the FBMKLCI....

ATH 2.65

ATH 2.23

No body will make the perfect calls, even TTB's iCap out of 25 counters only 13 is positive as of 31-May-2023. As long as more than 50% is good call, you will make money. @calvintaneng take notes of your concerns on KGB's "receivables" issue, time will tell whether your suspicious is true. Every investors know their risk to trust the management or not. Let's move on and focus on the good to come in 2024.

@sybtu123 on dear... @calvintaneng have you read the latest management update on 29Nov2023? most the job awards name is in there for you to explore, of course not mentioned directly but with photo proof...

@gohkimhock me too since 2018

@xiaoeh Serbak listed on Jan-2017, got flagged End 2018 or early 2019. KGB listed in 2009, show steady grow of business all these years, cash is reinvested in recurring income asset of LCO2 and gas supply onsite. It show management commitment to create more income stream. Net cash from 2018-2020, and 2022, data from Equities Trackers, 5 years Cash Flow analysis. 2018 to 2022, dividends paying. 1.8,2.0,1.5,1.5,2.5 cents. Time will tell. I don't know where he get the number of receivable rolling from 18 months old invoices, maybe he has people work inside KGB.

@gohkimhock hahaha, I think uncle just don't trust the number by KGB management, external auditors. He just don't have faith in this KGB. Maybe because of the name, Komitet Gosudarstvennoy Bezopasnosti. Time will tell. 2 years.

@calvintaneng brother, out of RM400M, RM354M is NOT YET DUE, when you have Revenue of 1.53B per annum, you will have higher receivables, as long as they are not due, you are ok. If you see RM400M over 6 months receivable, do you think the share price can keep moving up? The receivable is a rolling numbers, you received payment and you invoices for completion of works, so this RM400M will not be 2022 invoices. maybe a bit of bad debt, which stated as 12M.

@calvintaneng have you read the management update release on 29Nov2023?

@calvintaneng TTB's iCap invested RM18,486,573 3-4 years ago, today's market value it at RM70,343,030, that is 380% profit. Right call with the right amount purchase make a different. Time will tell he is right or you are right on KGB. For me it is a right call till now.

Mr Tan Teng Boo's iCapital 5108 owned 28,383,200 KGB shares buy at RM0.65128 and 9,461,066 WB, FOC.

@calvintaneng go and read Mr Tan Teng Boo iCapital write up on KGB 10 Nov 2023, most of your so called doubt will be answered. calvintaneng versus Tan Teng Boo's iCapital. Subscriptions is only RM49 per annum.

https://www.icapital.biz/newsletter/sections/Malaysian-Company-Analysis/76#S0VMSU5HVE9OX0dST1VQX0JFUkhBRF8oS0dCLF8wMTUxKV8vMTAvMTEvMjAyMw==

@OTB look here https://www.bursamalaysia.com/market_information/market_statistic/securities

Market is not easy to predict, the net short is 1Millions plus versus Total Share issued 647M. Let see how it is supported at 2.20

Look like moving pass 2.20.....

@ChloeTai Warrants usually follow mother shares movement. I can't really advised you to sell and buy back, my style is you should have multiple entry point, need to have reserved cash to pick up if you think it is a long term good buy. for example 2.20 is a hard resistance and it cannot break then, it might correct to 2.07 around mid of the EMA20, so with 1% premium, you can wait to collect the WB at 0.70. this is not 100% will happened, if you sell at 81 and want to buy back at 70, if it did not happened, you might missed the boat. A better bet will be with extra cash to buy lower if you think it will be good price before the warrant expired.

@Ravi1969 Yes, agreed with you. Not easy to find company that growth so fast these days