@dragon328 thank you. Net Short seller for YTLPower reduced to 16.x millions share from last week of 18.x millions share. look like closer to quarterly result annoucement will see more short seller close their positions.

@dragon328 so high Natural Gas price will be good for YTLPower because of the hedging.

https://www.ema.gov.sg/resources/statistics/average-monthly-uniform-singapore-energy-price
USEP go up to 208 in Sep 2023

@dragon328 thank you so much. Very informative.

@dragon328,do you have the 3Oct2023 Maybank report link or file? are you sure on the married deal on 15Sep2023? did not see any announcements or direct business transactions details publish.

@ChloeTai

Top Index Code Stock M-Cap
1 1155 MAYBANK $105,285,865,448.16
2 1295 PBBANK $78,030,980,774.70
3 5347 TENAGA $57,583,952,116.45
4 1023 CIMB $57,484,924,617.12
5 5183 PCHEM $56,400,000,000.00
6 5225 IHH $50,992,480,570.77
7 6947 CDB $50,210,854,188.64
8 5819 HLBANK $42,010,380,343.92
9 8869 PMETAL $39,302,976,801.06
10 6033 PETGAS $33,361,420,086.90
11 3816 MISC $31,737,568,962.33
12 6012 MAXIS $31,171,666,897.80
13 4707 NESTLE $29,898,750,000.00
14 5285 SIMEPLT $29,530,101,346.27
15 1961 IOICORP $24,575,128,070.45
16 1066 RHBBANK $23,274,870,188.43
17 2445 KLK $23,220,262,021.80
18 6888 AXIATA $22,580,548,071.72
19 5681 PETDAG $22,352,715,000.00
20 4065 PPB $21,651,955,851.58
21 1082 HLFG $19,989,744,223.80
22 4863 TM $18,876,064,521.60
23 3182 GENTING $15,778,967,122.93
24 6742 YTLPOWR $15,663,760,776.96
25 4677 YTL $15,431,867,276.00
26 4197 SIME $14,789,846,742.09
27 4715 GENM $14,548,209,387.60
28 5296 MRDIY $14,349,035,055.84
29 7084 QL $13,190,421,693.38
30 1015 AMBANK $12,361,909,468.12
31 5235SS KLCC $12,258,211,633.57
32 5014 AIRPORT $12,180,447,353.60
33 5398 GAMUDA $11,865,975,299.20
34 7277 DIALOG $11,743,499,210.56
35 3034 HAPSENG $11,676,606,624.27
36 5246 WPRTS $10,980,200,000.00

Still at 24 and 25 positions. at 15.6B and 15.4 for YTLPower and YTL

@EngineeringProfit can share your chart on point 1, 2 and 3?

外资9月大手加码马股6.74亿 最爱杨忠礼电力

（吉隆坡3日讯）外资在9月净买6亿7400万令吉大马股票，写下连续第三个月加码纪录，购买力度高于8月录得的1亿4100万令吉，但不及7月的14亿1000万令吉净买额。

马银行研究在报告中指出，在上月加码后，今年首9月的外资净卖额降低至19亿6000万令吉。

在9月的20个交易日内，外资共有高达13日是净买家。

不过，截至9月杪，马股的外资持股滑落至19.5%，持续刷新全球金融危机以来新低水平，相比2022年杪为20.6%。

外资在截至今年9月的12个月内，累积净卖额相等于马股市值的0.3%。

国内机构则由买转卖，在9月共净卖5亿7700万令吉大马股票（8月为净买2亿9100万令吉），首9月净买额降低至25亿9000万令吉。

散户在9月持续展开沽售行动，共净卖9700万令吉（8月为净卖4亿3200万令吉），令今年以来的累积净卖额提高至6亿2000万令吉。

9月马股每日成交值增加至24亿令吉，8月为23亿令吉。

外国投资者在9月的参与率为32.9%（8月为32%），国内机构保持在41.2%，和8月相同，散户则大减至26%（8月为26.8%）。

尽管外资在9月买进大马股票，但连续第二个月净卖东盟其他股市的股票，其中泰国的卖压最大，外资共净卖6亿2000万美元，接下来是菲律宾（净卖4亿6000万美元）、印尼（净卖2亿6000万美元）和越南（净卖1亿9000万美元）。

今年首9月，所有东盟股市都面对外资的撤资潮，其中泰国股市的外资累积净卖额最高，共45亿3000万令吉，接下来是菲律宾（净卖7亿3000万美元）、大马排在第三位（净卖4亿5000万美元），之后是越南（净卖3亿6000万美元）和印尼（净卖2亿5000万美元）。

个股方面，外资在9月买进最多的股项为杨忠礼电力（YTLPOWR,6742,主板公用事业组），接下来为国家能源（TENAGA,5347,主板公用事业组）、联昌集团（CIMB,1023,主板金融服务组）、国油贸易（PETDAG,5681,主板消费产品服务组）和杨忠礼机构（YTL,4677,主板公用事业组）。

外资净卖最多的股项为兴业银行（RHBBANK,1066,主板金融服务组）、雀巢（NESTLE,4707,主板消费产品服务组）、MYEG服务（MYEG,0138,主板科技组）、国油化学（PCHEM,5183,主板工业产品服务组）和马来亚银行（MAYBANK,1155,主板金融服务组）。

今年首9月，外资净卖额最高的股项为国油化学、联昌集团、大众银行（PBBANK,1295,主板金融服务组）、兴业银行和丰隆银行（HLBANK,5819,主板金融服务组）；净买最多的股项为马来亚银行、大马机场（AIRPORT,5014,主板交通物流组）、金务大（GAMUDA,5398,主板建筑组）、杨忠礼电力和杨忠礼机构。

债市方面，外资在8月共净卖50亿令吉大马债券，为今年来首度撤资，9月的数据则尚未公布。

https://www.klsescreener.com/v2/news/view/1211451/%E5%A4%96%E8%B5%849%E6%9C%88%E5%A4%A7%E6%89%8B%E5%8A%A0%E7%A0%81%E9%A9%AC%E8%82%A16-74%E4%BA%BF-%E6%9C%80%E7%88%B1%E6%9D%A8%E5%BF%A0%E7%A4%BC%E7%94%B5%E5%8A%9B

Foreign investors turned into net sellers on Bursa
Malaysia, with sales amounting to -RM44.7m last week,
following two weeks of net buying. Year-to-date, foreign
investors have been net sellers, disposing a total of
-RM1.96b.
• The top three sectors with net foreign outflows for the
week were Utilities (RM86.7m), Technology (RM34.9m)
and Property (RM30.7m), while the top three sectors that
recorded net foreign outflows were Financial Services
(-RM75.7m), Consumer Products & Services (-RM41.3m)
and Healthcare (-RM33.3m).
• Local institutions continued their net selling trend for
the third consecutive week, with net sales of -RM98.5m.
The bulk of the outflow took place on Tuesday, coinciding
with the release of Malaysia’s PPI data. The PPI showed
improvement for the second consecutive month, with
a slower contraction of -1.8% in Aug-23 (Jul-23: -2.3%).
Year-to-date, local institutions have been net buyers,
accumulating RM2.59b.
• Local retailers put an end to their 11-week-long net
selling streak, buying RM143.1m worth of domestic
equities last week. Year-to-date, retailers have recorded
net sales amounting to -RM622.6m.
• In terms of participation, there was an increase in
average daily trading volume (ADTV) among foreign
investors by +3.9% last week while local retailers and
local institutions saw a decrease of -6.2% and -9.2%
respectively.

https://www.tradingview.com/x/KTCmrhsp/
closing with Hammer at EMA20 with green candle and volume @OTB @rr88 and all the TA guys, do comment on this. kamsia

hope for another hammer!!!

@xiaochen kamsia

@xiaochen ,any link to the TP update news?

https://www.tradingview.com/x/X27JFOM8/
will RM2.00 strong support hold?

@KLV868 6742 YTLPOWR YTL POWER INTERNATIONAL
BERHAD 18,870,730 0.23 this is the net short position.
https://www.bursamalaysia.com/misc/missftp/sblnt/NetShortPosition20230926.pdf?t=1695783681

in flow to utilities (RM197.0 million)

KUALA LUMPUR (Sept 25): Foreign buying of Malaysian equities swelled to RM550.9 million last week, which was 2.3 times higher than RM235.1 million the prior week.

In its weekly fund flow on Monday (Sept 25), MIDF Research said it was the highest net foreign inflow over the past eight weeks.

“They were net buyers every day last week, registering net purchases of over RM100 million daily except last Thursday (Sept 21) when the amount moderated to RM48.7 million after the Fed’s second skip of the year.


“The top three sectors that posted the highest net foreign inflows were utilities (RM197.0 million), transportation and logistics (RM110.1 million) and consumer products and services (RM72.8 million),” it said.


Meanwhile, MIDF said the only three sectors with net foreign outflows were industrial products and services (RM38.6 million), healthcare (RM37.5 million) and telecommunication and media (RM8.4 million).

The research house said that year-to-date, foreign investors have been net sellers, amounting to RM1.92 billion.

MIDF said local institutions maintained their net selling stance last week at RM472.5 million, which was the highest since a year ago during the week ended Aug 19, 2022 when they net sold RM675.9 million.

“They have been net sellers every day of the week, with a net selling streak of eight days.

“Year-to-date, local institutions have been net buyers totalling RM2.68 billion," it said.

MIDF said local retailers continued to net sell for the 11th straight week after disposing of RM78.4 million net last week.

It said the net selling trend has not been seen in recent years.

It said they net bought RM22.3 million last Thursday but were net sellers for the rest of the week.

“Year-to-date, retailers have net sold RM765.7 million.

“In terms of participation, there was a decrease in average daily trading volume (ADTV) among foreign investors by 39.9% last week while local retailers saw increase of 16.0% and local institutions registered a rise of 14.0%,” it said.

https://www.tradingview.com/x/wVqULbCG/
shrinking volume, nearer to EMA20.

@dragon328 thanks for the link

@dragon328 got link to HLB updated report?

https://www.tradingview.com/x/RBlDUgU4/
Looks like sideways pattern is there. between 2.24 and 2.08.

https://www.tradingview.com/x/ebmOLLSh/
Let see it break ATH tomorrow!!!

moving towards ATH!!!

trying to move towards ATH 2.24 and above.
https://www.tradingview.com/x/RoLkEdWO/

RM105 Millions into utilities counter, guess which counter.






KUALA LUMPUR (Sept 18): Foreign investors snapped their three-week selling streak of Malaysian equities with a net purchase of RM235.1 million last week, from net selling of RM27.7 million the prior week.

In its weekly fund flow report on Monday, MIDF Research said that year-to-date, foreign investors have been net sellers of domestic equities at a rate of RM2.47 billion.

“The top three sectors with net foreign inflows last week were utilities (RM105.5 million), construction (RM53.6 million) and plantation (RM49.9 million).


“Meanwhile, sectors with net foreign outflows were healthcare (RM50.5 million), REITs (RM50 million) and consumer products and services (RM22.4 million),” it said.

MIDF said local institutions concluded their four-week net buying streak by selling RM131.5 million last week.

It said that year-to-date, local institutions have netted RM3.16 billion in inflows.

“For the 10th consecutive week, local retailers continued to sell domestic equities, with net sales amounting to RM103.7 million last week.

“Year-to-date, local retailers have seen outflows of RM687.3 million,” it said.

MIDF said in terms of participation, there was a decrease in average daily trading volume by retail investors (12.9%) and local institutions (9.6%), while foreign investors saw an increase (68.5%).

Commenting on the international scene, MIDF said global indices largely concluded the week with gains, disregarding the recent stronger-than-anticipated US economic data, including the August 2023 inflation figures, as investors expected these developments to have a limited impact on the US Federal Reserve’s upcoming monetary policy decision.

“Out of the 20 major indices in our tracking, 13 saw gains last week. The UK’s FTSE 100 (3.12%) had the largest increase, followed by Japan’s Nikkei 225 (2.84%) and Singapore’s Straits Times (2.27%).

“The most significant decliners were the Philippines’ PSEi (1.55%), Vietnam’s Ho Chi Minh VSE (1.14%) and China’s Shenzhen CSI 300 (0.83%).

“The FBM KLCI ended slightly higher by 0.28%,” it said.

@Ravi1969 yes, for YTL the volume done at 4:50pm is about 9Million shares. for YTLP is 92 Millions shares, let see what will happened tomorrow

last friday closing is very interesting, from chart stand point large volume with candle showing red like a warning for big fund selling. but the fact is at the close it is 2 bids higher and whole volume was done in 4:50pm instantaneously show something is cooking.

@apple888 foreign fund manager usually refer to this list to invest in stock in Asia. kind of a index they want to emulate. out of thousand of listed company in Malaysia only 41 is in the list as of 31Aug2023

@dragon328 i check it thru the 92,838,300 shares transacted at 4:50pm was not direct business transactions. Usually it will flag on the same day under direct business transaction. Will check again Monday, for FTSE Global Equity Index Series Asia Pacific ex Japan ex China inclusion liquidities and free float are two of the criteria to sustain it as well. I think for YTL Power is more of the free float issue. in AR2022, Top 30 shareholder hold about 86.32% of the company, Yeoh's hold 65.48% direct or indirectly, maybe today move will address the free float issues that might come up later. I am guessing only.

@joelyk for tradingview it just follow the candle color.

@joelyk red mean close below yesterday, green mean close above

today also Quadruple witching day.

Hapseng
https://www.tradingview.com/x/lrJy4Hu7/

YTLPower
https://www.tradingview.com/x/EV4vxryr/

same things happened to Hap Seng just before the inclusion into FTSE Global Equity Index Series Asia Pacific ex Japan ex China

WOW, record volume before inclusion into the FTSE Asia on 18-Sep-2023

https://www.tradingview.com/x/s3DOWosi/
Nearer to EMA20 already. healthy corrections!!!

@dragon328 everyone is crazy about suppling RE to Singapore. See this one, just revive not sure feasible or not. :)
https://cleantechnica.com/2023/09/11/sun-cable-plan-to-bring-solar-power-to-singapore-is-back-on/

@dragon328 based on 3.2B Profit in 2024,let's rolls

Year PAT #Share(B) Price Market Cap(B) P/E
2010 1.211 7.195 1.43 10.29 8.50
2023 2.022 8.158 $2.13 17.38 8.59
2024 3.200 8.158 $3.14 25.60 8.00
2024 3.200 8.158 $3.53 28.80 9.00
2024 3.200 8.158 $3.92 32.00 10.00
2024 3.200 8.158 $4.31 35.20 11.00
2024 3.200 8.158 $4.71 38.40 12.00
2024 3.200 8.158 $3.37 27.49 8.59

@dragon328 3.60 is a very fair price.

@dragon328 it will be great if it can hit PE 11.5 like TNB and the big cap. ;)

Quite high chance it will hit 10 but above 10 for regulated asset is quite rare. Its industry peer are at PE around 10 now.

Sembcorp Industries 9.9x US$6.69b
ACEA 9.6x US$2.45b

@OTB I prefer to do the price projections to take into consideration of the number of shares. Here are some findings. 2010 data is based on your adjusted price.

Year PAT #Share(B) Price Market Cap(B) P/E
2010 1.211 7.195 1.43 10.29 8.50
2023 2.022 8.158 $2.13 17.38 8.59
2024 3.000 8.158 $2.94 24.00 8.00
2024 3.000 8.158 $3.31 27.00 9.00
2024 3.000 8.158 $3.68 30.00 10.00
2024 3.000 8.158 $4.05 33.00 11.00
2024 3.000 8.158 $4.41 36.00 12.00

Current PE based on unaudited 4Q results is 8.59. If 2024 can get 3B PAT, there are high chance it will be traded at FPE of 8.0 to 10.00. or the share will be around RM3.1x to RM3.6x. from 2.13 to 3.1x there are still forty over percent gain in 1 year. Just need to monitor it Q to Q and buy on dip. This will make more sense than just compare PAT without taking considerations of NOSI.

in 2010 Annual report, page 47 as of 30Sep2010, the number of shares is 7,195,395,378 with 1,198,223,799 outstanding warrant B. As of today it is 8,158,000,000, so there are different.
link to 2010 Annual report.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=1263689

@OTB, not easy to compare 2010 profit and profit now to corelate to the possible future share price, the number of share is difference in 2010 and 2023.

Gentari International is owned by Petronas.

@dragon328, thanks. Look like average USEP is quite normalized at current level.

https://www.ema.gov.sg/news-events/news/media-releases/ema-grants-conditional-approvals-for-2gw-electricity-imports-from-indonesia

Pacific Medco Solar Pte Ltd, formed by PacificLight Renewables Pte Ltd, Medco Power Global Pte Ltd and Gallant Venture Ltd 0.6GW
Adaro Solar International Pte Ltd., formed by PT Adaro Clean Energy Indonesia 0.4GW
EDP Renewables APAC 0.4GW
Vanda RE Pte Ltd, formed by Gurin Energy Pte Ltd and Gentari International Renewables Pte Ltd 0.3GW
Keppel Energy Pte Ltd 0.3GW

@dragon328 look like spot LRMC is trending higher.
any comment on this. kamsia.

https://www.ema.gov.sg/resources/statistics/data-for-the-temporary-price-cap--tpc--mechanism

@ChloeTai, I am using kentrade to export out the data sorted by Market cap of all KLSE counters. you can try "simply wall dot st" but it is not the latest info, maybe a few days lagging. Dunno why i3 does not allow to paste the address here.

@ChloeTai
Ranking Code Stock M-Cap
1 1155 MAYBANK $110,174,721,620.88
2 1295 PBBANK $82,495,439,873.75
3 1023 CIMB $60,684,456,599.52
4 5183 PCHEM $57,360,000,000.00
5 5347 TENAGA $57,063,092,248.06
6 5225 IHH $51,961,249,631.70
7 6947 CDB $51,149,374,827.68
8 5819 HLBANK $42,920,822,023.20
9 8869 PMETAL $40,291,730,934.42
10 6033 PETGAS $33,875,890,384.80
11 6012 MAXIS $32,816,403,090.90
12 3816 MISC $31,916,120,686.45
13 4707 NESTLE $30,485,000,000.00
14 5285 SIMEPLT $29,668,415,638.29
15 1961 IOICORP $25,455,055,929.75
16 1066 RHBBANK $24,260,730,251.66
17 2445 KLK $22,917,577,042.00
18 5681 PETDAG $22,551,405,800.00
19 6888 AXIATA $22,488,757,225.90
20 4065 PPB $22,363,255,321.08
21 1082 HLFG $20,540,552,331.00
22 4863 TM $19,874,281,336.00
23 6742 YTLPOWR $17,376,984,611.94
24 4677 YTL $16,864,826,380.20
25 3182 GENTING $16,670,653,225.70
26 4715 GENM $15,379,535,638.32
27 4197 SIME $14,926,158,693.63
28 5296 MRDIY $14,348,539,611.84
29 7084 QL $13,385,114,264.50
30 5235SS KLCC $12,204,051,641.08
31 1015 AMBANK $12,163,058,377.48
32 5014 AIRPORT $12,097,019,632.00
33 7277 DIALOG $11,856,417,472.20
34 5398 GAMUDA $11,700,587,347.12
35 5246 WPRTS $11,457,600,000.00

YTLPower rank 23 this week after today close

https://theedgemalaysia.com/node/681787

Singapore approves import of two gigawatts of low-carbon power from Indonesia
By Fransiska Nangoy / Reuters
08 Sep 2023, 02:00 pm

JAKARTA (Sept 8): Singapore's Energy Market Authority has given conditional approval for the import of two gigawatts of low-carbon electricity from a solar power project in Indonesia, a Cabinet minister said on Friday.

Singapore and Indonesia will soon sign a memorandum of understanding for the import, Singapore's Minister of Trade and Industry Tan See Leng told a forum in Jakarta on sustainability.

"Singapore's target is to import four gigawatts of low-carbon electricity by 2035. The fact that half of this would come from Indonesia is testament to our comprehensive and our long-standing partnership," said Tan.
The two gigawatts of power supply will be sourced from projects developed by five Indonesian and Singaporean companies, which collectively have proposed to install about 11 gigawatt-peak of solar photovoltaic capacity and 21 gigawatts of battery storage capacity in Indonesia, he added.

Indonesia's Deputy Minister for Maritime and Investment Affairs Rachmat Kaimuddin said he hopes such cooperation with Singapore would boost Indonesia's solar panel industry.

Indonesia has pushed back to 2025 its requirement for 60% of components of solar panels to be made locally, a measure aimed at encouraging further investment.