AI boom the driving force for stellar growth in business N profits will greatly benefit YTLPOWR Data Centre TIE-UP with Nvidia

Palantir is poised to surge 80% as the company remains an 'undiscovered gem' of the AI boom, Wedbush says
Yuheng Zhan Feb 7, 2024, 1:34 AM GMT+8

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Nvidia hits record high as Goldman Sachs boosts PT on AI prospects

AN A.I/DATA CENTRE TIE-UP AMONG NVIDIA'/SINGTEL/YTLPOWR WILL BE GREAT. A GREAT BUSINESS POSSIBILITY WITH HUGE ECONOMIC/FINANCIAL BENEFITS FOR ALL

For the world's leading AI company, NVIDIA to select YTLPOWR as a partner speaks very well for YTLPOWR 's sound fundamentals and excellent professional management.

Singapore Singtel is also in partnership with NVIDIA. Singtel in considering to venture in Malaysia too. Could Singtel made use of YTL POWER 's infrastructure in Johor due to close proximity in distance ?
Singtel price in Singapore dollar about SGD 2.37 around RM8.40 (2.37 x 3.54)

Very likely, good prospects,
Great potential especially with increasing cooperation and economic integration with Singapore s economy, eg RTS, SPECIAL ECONOMIC ZONE, FINANCIAL HUP, HSR N many more economic/financial spin-offs for both Malaysia N Spore.
YTLPOWR will do very well for many years ahead😄😅😍

Palantir stock jumps 19% as AI demand drives revenue beat
PUBLISHED MON, FEB 5 20244:02 PM ESTUPDATED 4 HOURS AGO

A.I. is a Tidal Wave - Here's What to Buy
BUY AND KEEP
YTLPOWR 😍😂😍

One analyst gave fair value target price as 1.10.
Still an attractive upside margin.
Also a fundamentally very strong and safe stock with good business growth N satisfactory DY

Was looking for a stock with existing good fundamentals which will become stronger in the years to come based on current excellent financial results which will become better N better with recent news on business expansion N diversifications.
Found it in YTLPOWR.
Thank you all for all the info and analysis presented in this forum

A SIMPLISTIC COMPARITIVE LOOK AT THE FUNDAMENTALS OF 2 PROPERTY DEVT COMPANIES:-
==============================================================
Mah Sing Eco World
----------- -----------
Share price 0.61 0.81
EPS (sen) latest Q ) 2.06 1.94
Dividend (sen) latest Q 3 2
GDV (RM/Billions) 2.2 2.2
NTA (RM) 1.49 1.63
My personal views :
=============
1) Mah Sing's share price seems to be undervalued
2) Upside potential for Mah Sing's share price to at least catch up to Eco World's 0.81 ( a 33% upside)
3) Fundamentals and business of both companies are sound

A SIMPLISTIC COMPARITIVE LOOK AT THE FUNDAMENTALS OF 2 PROPERTY DEVT COMPANIES:-
==============================================================
Mah Sing Eco World
----------- -----------
Share price 0.61 0.81
EPS (sen) latest Q ) 2.06 1.94
Dividend (sen) latest Q 3 2
GDV (RM/Billions) 2.2 2.2
NTA (RM) 1.49 1.63
My personal views :
=============
1) Mah Sing's share price seems to be undervalued
2) Upside potential for Mah Sing's share price to at least catch up to Eco World's 0.81 ( a 33% upside)
3) Fundamentals and business of both companies are sound

I personally view its present adjusted lowered share price as a good buying opportunity.😍😍😍

Read Kenanga Investment Bank's latest analysis with higher target prices of 2.01 to 2.21. i believe in its solid fundamentals, increasing profits, high NTA RM4.76 and high dividend yields. 😍😍😍

SORRY AMOUNT IS RM418M (BUT NOT INCLUDING ANY POSSIBLE POTENTIAL CROSS-DEFAULTS IN ITS OTHER CREDIT FACILITIES IF ANY). GOOD TO KNOW

FINANCIAL DEFAULTS CLOSED TO RM500M. ANY IDEA ANY MALAYSIAN BANKS INVOLVED IN LENDING TO IT ?

Hence glove manufacturing will be contributing reasonably good incremental profits for Mahsing

Glove markets and ASP will be strong in the next 2 years during which big profits will be made. Beyond that, demand for gloves will still be reasonably good as gloves are essential medical equipments. After the next 2 years although there may not be SUPERNORMAL PROFITS but profit margins will still be good at between 20$ to 30% (per views of Aspen and George Kent which are going to be glove makers).

Tony. Fully agree with your views.

Mahsing's 1Q profit in fact was RM44M (increased by RM14M )

And backed by a very capable, experienced and trustworthy management

Mahsing's share price did broke above RM1.00 and in fact reached a high of RM1.11 just a few weeks ago.
Fundamentals are strong (cash rich RM1 billion)) and its latest Q net profit increased to RM40M (up RM12 millions) in its latest 3 months results. Mahsing businesses and profits will continue to improve and increase in future.

Calvintaneng. Thank you for your sincere efforts to alert investors of
"PUMP & DUMP " operations in Bursa. May Father Lord bless you for your well intentioned advice. God bless

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European stocks fall as inflation data shock hits global sentiment

Morgan Stanley's Mike Wilson was right about the last two market sell-offs. He lays out 3 ways stock investors can position for a challenging reopening environment that could bring a 20% drop.

A LONG OVERDUE DEEP CORRECTION IS HAPPENING

Call Warrants.
Be careful. Near term maturities on May 21 & 31st and and June 11 2021. Past trading patterns indicated self interest for the mother share price to go down. RSS tool ???. Likely to have happened when one C-W expired last week.
And share price dropped sharply..
Co-incidence??? Possible. Nevertheless do be cautious as such maturities can possibly be negative for prices of both mother share and it's C-W.
Disclaimer:
Just my 2 sen opinion..
Not a call to buy or sell. Please consult your Remiser or Investment banker for advice in your own decision making.

Actually MahSing got website on its new and upcoming Glove business :-

Production Capacity & Indicative Orders
PHASE 1
12
Production Lines
3.68bn
pieces of gloves per annum
(38,000 pieces per line per hour)
PHASE 2
12
Production Lines
* Currently in plan for expansion of existing premise


Letter of Intent (LOI) received from buyers prior to factory completion
Indicative orders have exceeded the Phase 1 & 2 capacity, with over 70+ local and foreign buyers expressing strong interest in MS Gloves..

HIGHLY AUTOMATED & GMP FACTORY WITH AUTO STRIP, AUTO STACK AND AUTO COUNT TO MAXIMISE COST EFFICIENCY

Full details/ info hereunder :-


https://www.mshealthcare.com/about-ms-healthcare/

Ong. Agree with you. Bcos glove business has a much faster turnaround time compared to property development's taking 3 to 4 years. Hence Glove business and its contribution to its profits will overtake its property's contribution. Multiple times positive.
Nevertheless its business model of having a well established property and now its Glove/plastic divisions will be ideal

Ong. Yes. Agree with you bcos the output and sales and thus profits has a much faster turn around time for glove making compared with property's 3 to 4 years. Hence the revenue and profit contributions from Glove business will overtake the property's section's. Multiple times positive.
Nevertheless its business model of having both business will be good

During good economy had been very generous in its dividend pay outs:-
27-Apr-2018 12-Sep-2018 DIVIDEND First and Final Dividend RM 0.065 Dividend Detail
02-Sep-2017 29-Aug-2017 DIVIDEND First and Final Dividend RM 0.065 Dividend Detail
28-Apr-2016 30-Aug-2016 DIVIDEND First and Final Dividend RM 0.0650 Dividend Detail
25-May-2015 02-Sep-2015 DIVIDEND First and Final Dividend RM 0.0650 Dividend Detail

With the property sector steadily improving and with the additional revenues from its new glove manufacturing operations, its future profits will increase which will see increasingly higher dividends being declared again.

Another good catalyst will be its potential listing of its manufacturing business(plastics + glove)
Hope Mashing shareholders will get preferential allotments for this future IPO

Declared Dividend 1.66 sen likely to announce Ex date next 1 week

Market news pointed to all targeted production outputs for the next 1 year already all sold out with pre booking deposits received

Kossan Rubber posts record earnings in Q1. Exceeding RM1Billion for 3 months 1Q.

Augurs promising future for Mahsing's new Glove manufacturing business scheduled to commenced at its new well automated factory this month

HEALTH AND SCIENCE
Dr. Scott Gottlieb, Pfizer director and ex-FDA chief, cautions Covid vaccine won’t help right away
PUBLISHED MON, NOV 9 20209:32 AM ESTUPDATED 4 HOURS AGO
Kevin Stankiewicz
@KEVIN_STANK
KEY POINTS
The U.S. will have to get through the ‘hardest stretch’ of the coronavirus pandemic without a vaccine, Dr. Scott Gottlieb told CNBC.
Pfizer announced earlier Monday its vaccine is more than 90% in preventing Covid-19 in people who have not been previously infected.
“The vaccine is really a 2021 event in terms of when it’s going to provide protective immunity to that initial tranche” of recipients, Gottlieb said.
WATCH NOW
VIDEO02:51
Pfizer board member Scott Gottlieb: ’2021 will look very different from 2020′

HEALTH AND SCIENCE
Dr. Scott Gottlieb, Pfizer director and ex-FDA chief, cautions Covid vaccine won’t help right away
PUBLISHED MON, NOV 9 20209:32 AM ESTUPDATED 4 HOURS AGO
Kevin Stankiewicz
@KEVIN_STANK
KEY POINTS
The U.S. will have to get through the ‘hardest stretch’ of the coronavirus pandemic without a vaccine, Dr. Scott Gottlieb told CNBC.
Pfizer announced earlier Monday its vaccine is more than 90% in preventing Covid-19 in people who have not been previously infected.
“The vaccine is really a 2021 event in terms of when it’s going to provide protective immunity to that initial tranche” of recipients, Gottlieb said.
WATCH NOW
VIDEO02:51
Pfizer board member Scott Gottlieb: ’2021 will look very different from 2020′

Supermx traded on OTC USA MARKET.

Its share price is now up


SPMXF:USOTC US
Supermax Corp BhdCOMPANY INFO
2.13USD+0.07+3.40%
OPEN
2.13
PREV CLOSE
2.06
VOLUME
210
MARKET CAP
5.471B
DAY RANGE
2.132.13
52 WEEK RANGE
2.052.80

JUST WONDERING WHY TROP NEED TO TAKE ADDITIONAL SUKUK LOANS ( ANOTHER RM100 MILLIONS IN ADDITION TO THE RM348 MILLIONS ALREADY TAKEN EARLIER).
THE INTEREST RATE IS HIGH AND COSTLY AT 7% AND PROGRESSIVELY INCREASING UP TO 15% (PER 2Q FINANCIAL STATEMENTS). OTHER READERS' VIEWS NEEDED

US Dow index jumped up 829 points last Friday

Three positive factors/news for Tuesday's Bursa stock uptrend :-

1) All of a sudden, people are talking about a V-shaped recovery again: ‘The stock market had it right’
Jeff Cox

May’s shocking increase in jobs has given way to some talk again about a V-shaped recovery.
Wall Street economists had been looking for the highest unemployment rate since the Great Depression era. Instead, the U.S. saw its biggest one-month job gain ever.
RBC economist Tom Porcelli said June’s payrolls report could see a gain approaching 10 million.
“The stock market had it right the whole time,” said Mitchell Goldberg, head of ClientFirst Strategy.

2)Look for the S&P 500 to turn positive for the year with a boost from the Fed in the week ahead
PUBLISHED FRI, JUN 5 20202:37 PM EDTUPDATED FRI, JUN 5 20208:19 PM EDT

3) Malaysia Govt announced its 3rd Economic Stimulus Programme (Penjana) to boost its economic recovery

A big turnaround in US employment report leading to expectations of V-shaped economic and stock market recoveries. Expect strong uptrends in all stock markets .
Very positive for Bursa stock prices next week especially for the Property Sector given the announced RM35B Penjana Stimulus Plan to boost our economic recovery, in particular the resumption of the Home Ownership campaign with its huge savings from all stamp duty exemptions for both housing property transfers and loan agreements,
As highlight by the Chairman yesterday Mahshing benefiited a lot from the previous HOC in 2019.

CURRENTLY HOLDING UNREALISED LOSS OF RM183M ON ITS UNQUOTED INVESTMENT SECURITIES/DERIVATIVES IS STILL A LOT OF FINANCIAL RISKS/EXPOSURE WHICH CAN SIGNIFICANTLY IMPACT NEGATIVELY ITS FUTURE QUARTERLY EARNINGS

POOR 3Q/9M RESULTS.

4Q/12M 2019 RESULTS WILL ALSO BE BAD.

CAN ONLY SEE IMPROVEMENT NEXT YEAR IN 2020 RESULTS AS INDICATED BY :-

"MRCB's Q3 profits impacted, expects to be stronger next year

Group managing director Imran Salim said: “This year is turning out to be a challenging year.............our RM1.7 billion unbilled property sales, which will begin to produce results in 2020”.

GOT TO WAIT FOR MANY MORE MONTHS TO SEE THE LIGHT AT THE END OF THE TUNNEL.

AS WE ALSO GOT TO RESOLVE THE MATERIAL LITIGATIONS BY IJM (OVER THE CANCELLATION OF THE TUNNEL BORING CONTRACTS) AND THE ARBITRATION BETWEEN MRCB/GEORGE KENT OVER ITS LRT3 J/V)

WAS NOT AWARE OF SUCH HIGH RISKS OPERATIONS IN INVESTMENT SECURITIES AND DERIVATIVES.

[PANTECH] Notice of Person Ceasing Substantial Shareholders - EMPLOYEES PROVIDENT FUND BOARD on 28-Feb-2019
Stock [PANTECH]: PANTECH GROUP HOLDINGS BHD
Announcement Date 28-Feb-2019
Substantial Shareholder's Particular:
Name EMPLOYEES PROVIDENT FUND BOARD
Details of Changes:
Currency -
Date of Change Type Number of Shares
25-Feb-2019 Disposed 2,000,000
Nature of Interest Direct Interest
Shares ORDINARY SHARES
Reason DISPOSAL OF SHARES BY CITIGROUP NOMINEES (TEMPATAN) SDN BHD - EMPLOYEES PROVIDENT FUND BOARD

Just wondering why EPF is selling its shareholding ?

Hi Contrarian.

Yes. Sold off my Tropicana long ago. Made reasonably good gains (SOME CAPITAL GAINS PLUS GOOD DIVIDENDS YIELDS). Trop had been kind to me.

Just disposed all my MRCB few days ago.

Now looking at opportunities to buy back Tropicana for its good DYs

Agreed that Danny need to reduce his holdings in Trop in order to enable the Company to continue its active share buy backs (SBB) to avoid breach of its public shareholdings spread)

The SBB is thus likely to continue and the higher accumulated quantity of Treasury shares will be subsequently distributed as Dividend in Specie to shareholders.

Thus we can likely get a higher ratio of possibly 2.5:100
(either as another Interim or as a Final Dividend for FYE 2018)

Consistently paying DIVIDENDS.

TOTAL YEARLY DIVIDEND YIELDS ARE QUITE HIGH/REASONABLY GOOD

THERE WILL BE A FINAL DIVIDEND (LIKELY DIVIDEND IN SPECIE / FREE TREASURY SHARES ) OF AT LEAST 2.3 SHARES FOR EVERY 100 SHARES OWNED.

likely to be announced next month March (like in 2017)

(quantity of treasury shares divided by capital base : 34201842 over 1470417000) on 26/12/19)

THEY PREVIOUSLY DECLARED THIS IN MARCH 2017 (after Interim Cash Dividend 31/01/17) :



Ann. Date
Ex Date
Type
Subject
Amount

15-Jan-2019 29-Jan-2019 DIVIDEND First Interim Dividend RM 0.0278
22-Jan-2018 07-Feb-2018 DIVIDEND First Interim Dividend RM 0.016
02-Oct-2017 12-Oct-2017 DIVIDEND First Interim Dividend RM 0.02
28-Mar-2017 10-Apr-2017 DIVIDEND_SHARE Second interim dividend 1.2 : 100
18-Jan-2017 31-Jan-2017 DIVIDEND First Interim Dividend 2.5%

PANTECH IS A HIDDEN GEM IN THE STOCK MARKET THAT NEEDS TO UNDERGO THE PROCESS OF DISCOVERY BY INVESTORS.
MOST IMPORTANT THAT SUCH A DISCOVERY IS BASED ON POSITIVE N VERIFIABLE FACTS AND ANNOUNCEMENTS.
TRUE/BETTER MARKET VALUATION FOR PANTECH WILLL EMERGE ONCE MORE INVESTORS APPRECIATES THE DISCOVERY OF THIS HIDDEN GEM