dragon328

dragon328 | Joined since 2021-06-01

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536
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Stock

1 day ago | Report Abuse

Chinwell is very undervalued at PER of less than 6.0x and dividend yield over ...

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1 week ago | Report Abuse

tonywong8, check out above article. Starhill GLobal REIT reported good results

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1 week ago | Report Abuse

Due to Covid-19 outbreak, hotel business took a plunge in 2020 and YTLREIT for...

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1 week ago | Report Abuse

The rental variation agreement between YTLREIT and its various hotels has ende...

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1 week ago | Report Abuse

profit taking today after strong gains yesterday. Technical chart already look...

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1 week ago | Report Abuse

As retailer investor of Ptrans, I am happy to see another dividend of 0.75 sen...

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1 week ago | Report Abuse

For me as a retail investor in Ptrans, what concerns me more is the financial ...

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1 week ago | Report Abuse

It is quite normal for many infrastructure projects not to proceed and just st...

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2 weeks ago | Report Abuse

haha it takes a big blackout in several states today to push up YTLPower share...

News & Blogs

2 weeks ago | Report Abuse

BTW, YTLPower share price has just broken up 0.70 with MACD showing a golden c...

News & Blogs

2 weeks ago | Report Abuse

nicholas99, if you have more money, it is always good to invest some in the US...

News & Blogs

2 weeks ago | Report Abuse

It looks like DoggieInvestor is another retail investor who has got stuck in Y...

News & Blogs

2 weeks ago | Report Abuse

DoggieInvestor, true that Google and Microsoft or Amazon are cash rich, but it...

Stock

2 weeks ago | Report Abuse

The company needs to make a good estimate on the financial hedges required for...

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2 weeks ago | Report Abuse

If the company had entered into financial hedges to cover 80% of the coal cost...

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2 weeks ago | Report Abuse

You are right, I do not see any derivative financial asset in Mcement balance ...

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2 weeks ago | Report Abuse

I believe when the company prepared this Annual Report in late 2021 or early 2...

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2 weeks ago | Report Abuse

Yes coal prices have almost doubled up since early of the year and I believe t...

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2 weeks ago | Report Abuse

One reason I could think of why Maksima Timue incurred a small loss is because...

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2 weeks ago | Report Abuse

There must be some reasons why the company structures the project facilitation...

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2 weeks ago | Report Abuse

@PSAi3alert, thank you for highlighting the financials of Maksima Timur.

Whil...

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2 weeks ago | Report Abuse

I saw almost full booking at The Ritz Carlton hotel in May-June, and can expec...

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2 weeks ago | Report Abuse

@observatory, I under-estimated the coal cost impact on MCement bottom line fo...

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2 weeks ago | Report Abuse

To me as a minority shareholder of YTL Corp, it was a good deal for YTL Corp t...

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2 weeks ago | Report Abuse

The privatisation of YTL Land and YTL cement was unique in each case, as both ...

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2 weeks ago | Report Abuse

we can expect good earnings from YTLPower and cement division in this Q4

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2 weeks ago | Report Abuse

The initial feedback from the management is encouraging. They clarified that p...

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2 weeks ago | Report Abuse

Malakoff used to be a good company too, but it has disposed off most of its RE...

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2 weeks ago | Report Abuse

From AR 2021, project facilitation fee made up RM39m out of total revenue of R...

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2 weeks ago | Report Abuse

Don't get me wrong. I do think this is a great company with unique business mo...

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2 weeks ago | Report Abuse

Thanks TreeTopView. No I am no Jonathon

I shall check its 2021 AR

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2 weeks ago | Report Abuse

There is no visibility in such project facilitation fee in next few quarters. ...

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2 weeks ago | Report Abuse

There has been no breakdown of how much this project facilitation fee has cont...

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2 weeks ago | Report Abuse

Project facilitation fee has ballooned to over RM29 million in FY2019 from RM3...

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2 weeks ago | Report Abuse







How do you address the elephant in the room issue - project facilitation...

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2 weeks ago | Report Abuse

You are welcome, dick20 & Observatory.

As minority shareholders, we can ...

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3 weeks ago | Report Abuse

The same logic applies to YTLPower-Wessex. YTLPower would be re-rated only if ...

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3 weeks ago | Report Abuse

One recent example is the proposed acquisition of Genting Bhd's 53% stake in G...

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3 weeks ago | Report Abuse

The depressed share price of YTLPower currently is due to foreign funds pullin...

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3 weeks ago | Report Abuse

@Obsevatory, if you remember from the Daibochi privatisation saga, funds like ...

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3 weeks ago | Report Abuse

In the case of YTLPower, why so little foreign fund has invested into it? The ...

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3 weeks ago | Report Abuse

But for Tenaga, the situation is not so rosy. Even though it enjoys monopoly i...

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3 weeks ago | Report Abuse

As for KKR, the investment in Northumbrian Water will look even more attractiv...

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3 weeks ago | Report Abuse

In the case of Electranet sale, it is unique as the buyer who bought over the ...

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3 weeks ago | Report Abuse

Why foreign funds shun Malaysian utilities? One main reason is currency risk, ...

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3 weeks ago | Report Abuse

Looks like AEON has hit a temporary bottom at 1.28. Hope it is on its way to r...

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3 weeks ago | Report Abuse

Yes for regulated assets like Wessex and Northumbrian Water, operating cashflo...

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3 weeks ago | Report Abuse

Perhaps they could find another bigger US or Canadian fund to flip it to at 1....

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3 weeks ago | Report Abuse

It is for sure that KKR will use heavy leverage to buy the 25% equity stake in...