goody99

goody99 | Joined since 2015-08-30

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Stock

2023-08-15 10:15 | Report Abuse

I just read the latest analyst report by Kenanga. The good news is that they expect 4QFY23 to be even better than the previous quarter. The bad news is that they forecast lower FY24F estimates as PowerSeraya’s earning is expected to normalise because the Uniform Singapore Energy Price (USEP) has fallen 55% from the peak of SGD492.1/MWh in May to SGD221.0/MWh in July

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2023-08-14 12:48 | Report Abuse

@Furso1359, link sent via message/chat

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2023-08-14 10:44 | Report Abuse

ChloeTai, it looks like a green chat/Whatsapp symbol at the top of this page, near your username

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2023-08-14 08:58 | Report Abuse

ChloeTai, I tried to post the link here but for some reason I could not do so. I sent the link to you via message. Please check there.

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2023-08-13 01:05 | Report Abuse

well, I already expected its result was not going to be that good. Every company has fixed cost to pay whether business is good or bad. Besides, we should focus on its future earnings.

According to the analyst report above. their Semiconductor Material Business Unit (SMBU) recorded capacity utilization of 40%-60% in 2QFY23 for the solder ball plant in Tainan, Taiwan and is projected to hit 80% utilization in 3QFY23. Management also mentions that the worst is over. Lots of good things mentioned in the analyst report that gives me confidence that their future earnings (next QR and beyond) is likely to improve

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2023-08-12 23:41 | Report Abuse

影响大马未来20年国运!独家角度讲解能源转型路线图(NETR)细节!经济部长Rafizi在布一盘怎样的大棋局?【谈股论今 102】
https://www.youtube.com/watch?v=s4e6ix9LurQ

ALL-IN再生能源?大马这次会赌对吗?能源转型路线图NETR如何接轨巴黎气候协议?【谈古论今 103/下 】
https://www.youtube.com/watch?v=VT88pKygBKE

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2023-08-12 22:44 | Report Abuse

https://www.enanyang.my/财经新闻/扎夫鲁大马吸引760亿投资-巩固亚洲数据中心枢纽地位

https://www.enanyang.my/财经新闻/【独家】黄伟全球少数具优势国家-大马宜发展数据中心

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2023-08-11 20:27 | Report Abuse

Its quarterly revenue only down 10.18%. I thought its net profit would be down 50% like the previous QR. I only expected dividend of 1 sen, at best.

pretty much all better than my expectation. Wonderful!

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2023-08-10 15:46 | Report Abuse

Looks like profit taking has taken placed for 3 weeks. Hope it will reverse soon. Good luck for those who still keep this stock!

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2023-08-09 14:58 | Report Abuse

is there any article discussing whether High-speed rail KL-SG is economically viable?

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2023-08-04 16:23 | Report Abuse

I doubt its share price will drop much considering its outlook is better now. Please read the analyst report above. No order is cancelled, just delayed. Their Semiconductor Material Business Unit (SMBU) recorded capacity utilization of 40%-60% in 2QFY23 for the solder ball plant in Tainan, Taiwan and is projected to hit 80% utilization in 3QFY23. I am not worried about its fundamental.

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2023-07-26 09:29 | Report Abuse

according to the analyst report above, QR will be announced in August.

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2023-07-20 12:52 | Report Abuse

Just re-read the analyst report above and notice their machine is related to AI. Good thing to know!

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2023-07-20 11:23 | Report Abuse

For Q4, I expect EPS to be between 2 sen and 6 sen. I assume the following:
- there is still provision item in Wessex (index-link bond that I do not understand)
- Jordan plant to contribute to revenue but not profit due to start up cost

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2023-07-20 09:31 | Report Abuse

well, I read the latest analyst report above. It is good to hear that the worst is over. Now I am feeling more confident as no order is cancelled. The next QR to be announced later this month is probably not pretty but QR 3 months later should show improvement QoQ..

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2023-07-10 20:28 | Report Abuse

YTLPOWR appearing on Edge magazine also does not move the share. That's not good. Maybe it is time to sell and buy it back later

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2023-07-07 12:27 | Report Abuse

probably EPF keep selling, thus the momentum of its share price is weaker than the previous months

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2023-07-06 12:44 | Report Abuse

has been up a lot. Big fund has been selling for months. The risk is higher than the reward now.

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2023-07-04 16:38 | Report Abuse

I just finish doing research on DSS. Looks like it is going to expand its capacity. The just announced quarter result is supposed to be profitable if excluding one time listing expenses. I would say at current price of 40.5 sen, the reward is much higher than the risk. Good luck!

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2023-06-26 09:39 | Report Abuse

hopefully no sell on news again after another newspaper article like the last time!

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2023-06-23 18:11 | Report Abuse

if you click the usernames, some of them are quite new and only start posting comments very recently. They are paid to say nice thing about this IPO. Same thing happened to Radium forum. Good luck to you if you still insist to apply for this IPO

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2023-06-23 10:00 | Report Abuse

YTL Power looks to grow RE ambitions

https://www.thestar.com.my/business/business-news/2023/06/20/ytl-power-looks-to-grow-re-ambitions

When I first read the news above 2 days ago, I was not sure if YTL group was serious about a bid. The Kulai land that they bought a few years ago was only 664 ha. Why would they be interested in 97,400 ha of land bank? Why they need so much land? Well, it makes sense to me now. The pie is THAT huge.

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2023-06-23 00:30 | Report Abuse

the upcoming policies/initiatives Rafizi talked about at Qatar Economic Forum a month ago:
https://www.youtube.com/watch?v=t38064JMV0Q

News from Bernama:
https://www.bernama.com/en/business/news.php?id=2192487

I also found another video that talked about the highlight of Rafizi's speech (Mandarin)
https://www.youtube.com/watch?v=8OmBMh9_Oqw

I am surprised to learn something related to renewable energy:

"In the next few months Malaysia will launch a regional renewable energy exchange market that will facilitate and accelerate cross-border renewable trade.

... we will have to scale up our capacity by about 11 times in the next 20 years and for that to happen, we have to invest 150 billion dollars in infrastructure in the next 20 years

... we are looking at the South (region) for example to focus not just on the traditional oil and gas ... but also on renewables.

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2023-06-21 11:14 | Report Abuse

the impact is small (cap or no cap; how much exposure to the spot market), that's all I need to know. It is not about PowerSeraya alone as there are other catalyst such as green data centre, Wessex after rate hike, higher dividend. Not to mention potential such as more Renewable Energy ventures. This is the most exciting time for YTLP in years!

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2023-06-21 10:54 | Report Abuse

analyst report from AmInvest is out. Hopefully people will calm down now

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2023-06-21 09:07 | Report Abuse

lucky for those who want to sell as it only drop around 10sen!

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2023-06-20 20:35 | Report Abuse

shocking QR. No wonder huge sell off last Friday. It does not tell the prospect of next QR. It traded around P/E 30 this morning. If investors also give P/E 30 after QR, its share price will trade around RM2.30

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2023-06-20 12:53 | Report Abuse

current price maybe too high. Its share dropped to 1.40-1.60 range a few times. I think it is better to buy at this lower range.

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2023-06-02 12:16 | Report Abuse

We may have a situation like what's in the blog below:

Ranhill reported reduced profit - Koon Yew Yin
https://klse.i3investor.com/web/blog/detail/koonyewyinblog/2023-06-01-story-h-268856550-Ranhill_reported_reduced_profit_Koon_Yew_Yin

When good QR is reported, people start notice. When the company reports an exceptional QR, the hot money keep coming in. Some people expect the latest QR as the new normal. Expectation is high. Unfortunately the next QR is back to normal. Investors lose money.

PowerSeraya reported result that was beyond our wildest dream. My biggest question is whether its result can be sustained in the next QR. I read 2 analyst reports above and noticed that the analyst did not project similar EPS for next QR. I will not buy more before the next QR

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2023-06-01 12:04 | Report Abuse

volume not particularly big so far. Need to monitor.

Its share price has been up close to 100% and at all time high, so if people decide to sell, it is normal

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2023-06-01 10:01 | Report Abuse

The only bad thing is that its EPS for the latest quarter = 0.01 sen

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2023-05-31 08:52 | Report Abuse

lower limit its share price can drop is 20 sen today. If it reaches that low, may have to wait for tomorrow if no buyers

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2023-05-30 14:54 | Report Abuse

is its share price at all time high?

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2023-05-25 23:16 | Report Abuse

let see if analysts are able to find out why the profit of the Power Generation division increases 6 folds. If it is something sustainable, we strike gold!

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2023-05-24 15:03 | Report Abuse

does not look good. Hope it is not the end of an uptrend

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2023-05-23 14:10 | Report Abuse

QR is out. Probably need to wait a few more quarters for its new business to be profitable

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2023-05-15 10:11 | Report Abuse

IPO after the first day. The statistics surprises me:
2023年新股上市 IPO 表现(截至5月12日)
https://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=26370

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2023-05-15 09:12 | Report Abuse

bonus issue is usually the end of an uptrend, based on many examples. Perhaps big fund prefer to sell before the new shares flood the market?

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2023-05-12 11:09 | Report Abuse

I received my refund the same day after balloting was done.

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2023-05-12 08:57 | Report Abuse

I also learned about AZRB when I did research on WCEHB.

This is the latest news that I can find about AZRB:
EKVE 91% completed, to be opened in stages in 2024, says Works Ministry (March 06, 2023)
https://www.theedgemarkets.com/node/657998

Considering its price is near all time low, I would say the reward is a lot higher than the risk. Good luck to you all!

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2023-05-09 14:48 | Report Abuse

Wah.... price dropped immediately when session re-opened in the afternoon. Also, the volume was small after 11am but high volume resumed in the afternoon

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2023-05-09 08:54 | Report Abuse

Good price, just sell. Only clueless newbies will buy

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2023-05-08 22:06 | Report Abuse

"Based on its IPO price of 50 sen, the offer is valued at P/E Ratio of 17.06.

This is calculated based on its 2021 EPS of 2.93 sen. "

most if not all property counters trade below P/E Ratio 10, so this stock is overvalue. There are also better IPO this month/next month so most likely people will skip this IPO. Who knows? If you subscribe, you most likely will get it. If it closes below IPO price the first day, I will not be surprised.

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2023-05-08 21:27 | Report Abuse

the top 2 tech stocks reported good QR in Jan-March -- Unisem and MI both reported bad QR this time. I am afraid the downtrend of tech stocks will continue in the next few months

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2023-05-07 21:47 | Report Abuse

just notice it has been up 6 straight days. Appearing on the cover of a magazine -- does it mean it is a very good time for the big fund to sell tomorrow?

I am a bit disappointed to know that the completion date is late 2024, and not early 2024 as mentioned before

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2023-05-03 10:08 | Report Abuse

Most tech stocks may face the same problem. Probably it is better to sell, at least some, before Quarterly Report is announced.

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2023-05-02 11:11 | Report Abuse

From the document EWINT submitted to Bursa:

For illustrative purposes, if you have 100 share now,
a) After the Proposed Capital Reduction, you still have 100 shares
b) After the First Tranche Dividend, you still have 100 shares and you get RM0.125 (or RM12.50) dividend per share. Dividend = RM12.50 x 100 = RM1,250

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2023-04-20 11:01 | Report Abuse

At current price 50 sen, the reward is higher than risk. Dividend yield is almost 4%. P/E single digit. Good luck to those who invest in this share.

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2023-04-19 09:56 | Report Abuse

at this price it is overvalued, and the bonus issue makes it worse. Bonus issue is usually the dead sentence of an uptrend. Big funds are likely to sell before the bonus issue.

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2023-04-19 09:15 | Report Abuse

I am a bit concerned about its next few earnings. The last QR was better than expected while some other tech companies struggled. Is it possible that due to lag factor the slow down in demand will only show up in the next few quarters?