I cannot figure any other stock can benefited most direct from strength in USD (45% Jordan power, 20% Jawa power, YTL cement export market), Pound (Wessex water, UK property development), SGD (Power seraya + geneco + YTL land)

We are still in month of June, and currency strength in USD, Pound and SGD continue breaking record high, it will translate into non-operation profit expansion by at least 5%more in next Q due to currency factor alone

Needless to worry at all. You are invested in re-rating stock, with EPS growth forward + dividend, NOT the speculative stock.

YTLP started to move up after Malaysia lifted energy to Singapore policy and momentum accelerated. after record massive EPS growth.

YTL started to move up strongly follow YTLP and leap up after Humeind report massive improvement in cement operation, spill over to its subsidiary Mcement and YTL go up in tandem. Momentum up again after HSR news and reaffirm after record EPS growth.

Therefore, as long as all above catalyst factor remain, share price will sustain elevated and awaiting for next Q result to reinstate its capability on earning growth, declare higher dividend for re-rating to continue upward forward.

Don need worry about selldown as coming Q will declare higher dividend and anytime soon for MRT3 official award

The US$2.1 billion project is financed via 25:75 debt to equity, where US$1.3 billion of credit is provided by a syndicate of Chinese banks for a tenure of 15 years. Such short tenure of financing 15 year vs. 30 year power purchase agreement + 10 year extension offer ample of opportunity for YTL to opt for refinancing, allowing more cash payout in future

YTLP hold a 45% stake, its equity portion of the Jordan project worth US$225m. The project is estimate to generate a mid- to high-teen internal rate of return + additional gross margin 5% on shale mining, total profit is estimate around RM 200m pa or additional yield accretion EPS = + 2.5sen

Attarat oil shale-fired power station officially started commercial operation in Jordan on Friday, marking the full operation of Guangdong Energy Group's first overseas mining and power joint venture. The project, which uses local oil shale resources as fuel, cost more than $2.1 billion, including two 277 megawatt recirculating units and support for the oil shale mine, whose an annual output is more than 10 million metric ton
https://www.chinadaily.com.cn/a/202305/31/WS6477022ba3107584c3ac32da.html

Attarat oil shale-fired power station officially started commercial operation in Jordan on Friday, marking the full operation of Guangdong Energy Group's first overseas mining and power joint venture. The project, which uses local oil shale resources as fuel, cost more than $2.1 billion, including two 277 megawatt recirculating units and support for the oil shale mine, whose an annual output is more than 10 million metric ton
https://www.chinadaily.com.cn/a/202305/31/WS6477022ba3107584c3ac32da.html

https://www.youtube.com/watch?v=Gub5sEASrvA
This is a historic date for Jordan, the Attarat Power Plant commenced it's Facility commercial operation, both units have since under NEPCO dispatch supplying energy to the national grid on 30th May 2023, making it the first solid fuel power plant in Jordan to harness the potential of Attarat low quality oil shale as a source of energy for next 25 years and beyond. Our Story started from 2006 and the achievement is a breakthrough since it is not only setting a new industry standards but also reinforcing Jordan's commitment in ensuring energy independency for future.

https://www.youtube.com/watch?v=Gub5sEASrvA
This is a historic date for Jordan, the Attarat Power Plant commenced it's Facility commercial operation, both units have since under NEPCO dispatch supplying energy to the national grid on 30th May 2023, making it the first solid fuel power plant in Jordan to harness the potential of Attarat low quality oil shale as a source of energy for next 25 years and beyond. Our Story started from 2006 and the achievement is a breakthrough since it is not only setting a new industry standards but also reinforcing Jordan's commitment in ensuring energy independency for future.

Perhaps YTL need to post another sustainable Q result to convince market and built up more confident. In the meantime, wait for coming Q to entitle YTL higher dividend declaration.

Award of MRT3 will be announce anytime soon as tender already open, YTL bid is the lowest at RM 10.8 billion, save RM 1 billion compared to IJM second lowest bid at RM 11.8 billion, just wait for official announcement

dragon328
Do you know why mcement Q3 profit before tax RM 98m is lower than YTL cement division profit before tax RM 121m? YTL in fact only control about 78% stake in mcement.

Question 1
How much was the outstanding construction order book as of 30 June 2022? What are the
key construction projects in hand? As the construction of Gemas-Johor Bahru electrified
double track project, one of the largest construction projects undertaken by the group in
recent years, is at the tail-end, how does the group intend to replenish the order book of the
construction segment?

Question 1– REPLY
The outstanding order book is about RM10.9 billion.
In addition to Gemas, our Group has secured contracts for infrastructure developments
including solar power generation and digital infrastructure for telcos.
Industrial contracts include development, design and construction of data centers, and two
industrial warehouses, where we have the ability to build for clients as well as build-to-rent,
facilitated by a new logistics team to support leasing for mega warehouses.
On the residential property front, we will be embarking on a new residential development in
Kwasa Damansara, and our Construction division handles planning, design and project
management for our Brabazon property development project in the UK

The cement unit price index rose in January (2.6% m-o-m, 9.3% y-o-y), February (6.8% m-o-m, 9.6% y-o-y), March (1.1% m-o-m, 10.2% y-o-y), and April (0.3% m-o-m, 7.7% y-o-y).

The average price of cement (ordinary Portland) rose 1.4% to RM22.81 per 50kg in May 2023 from RM22.50/50 kg in April 2023

But, the major cost of cement production, coal, fell to $140 per tonne, the lowest level since July 2021, down almost 70% from its record high of $457.8 reached in September last year, resulted big leap up in cement profit margin expansion

https://www.geneco.sg/

YTL seraya marketing division, Geneco, have many marketing strategy to grab Singapore electricity market share, promotion and rebate through many bundle package to lock in customer for 6 month, 12 month and 24 month and rebate through auto bill with credit card

SGD = RM 3.46
Pound = RM 5.82

https://www.geneco.sg/

YTL seraya marketing division, Geneco, have many marketing strategy to grab Singapore electricity market share, promotion and rebate through many bundle package to lock in customer for 6 month, 12 month and 24 month and rebate through auto bill with credit card

SGD = RM 3.46
Pound = RM 5.82

Upcoming award MRT3 worth package RM 10.8 billion will be major key catalyst to breakout RM 1.00 decisively

heading toward RM 1.00

pound = RM 5.83 (continue breaking record)

For HSR, ytl propose is concessions business model, private funded in exchange for long concessions operation.

The viability concessions buisness model is supported likelihood replacement for air freight strong demand between KL to senai and KL to singapore

Ytl bid is the lowest at RM 10.8billion, while IJM is second lowest at RM 11.8 billion.

But some may still think ijm may win due to experience its in MRT and MRT2, but YTL too have long experience in ERL and double track train which anchor it as previous HSR winner.

The most important is that gov wan MRT3 to cut total budget cost by RM 5 billon from RM 50 bilion to RM 45 billion.

Therefore, through YTL, gov at least able to save budget by RM 1 bilion or 20% of targeted cut cost of RM 5 bilion

Pick ytl mainly for upcoming Mrt3 award and hsr tender and incoming high dividend on top of full coverage under ytlp, mcement, reits

Surplus cash flow from singapore property also added + enable ytl to declare higher dividend at least 6sen

Reenter back ytl after notice cimb report on ytl, high odds to secure RM 11 billion MRT3 above ground package due to ytl capability bid at lowest cost

YTL bid is lowest in MRT3 above ground track, likely due to its low cost land holding via YTL land in sentul and in house supply chain building material concrete precast and cement.

use margin line, sapu all ytl at 93.5sen

TA is bullish, heading to breakout RM 1.00

bought back ytl at 95sen

sold partial ecoworld at 82.5sen

As at 31 October 2022, the outstanding amounts owing by our joint venture companies to our
Company is about RM1.75 billion. As the cash proceeds of our joint venture companies from
the future sales of the remaining completed property units will be utilised to repay these
outstanding amounts owing to our Company, such repayment would not translate into retained
earnings of our Company. Accordingly, given the existing accumulated losses position of the
Company, we would not be able to distribute the excess cash available to shareholders by way
of dividend distributions.

EWI will get back cash RM 1.75 billion once JV company fully repay back its borrowing. In short, EWI in future still have very strong cash flow

higher dividend is expected in coming Q result

Breakout 80sen

cup and handle formation

Super strong momentum

Q1: What is the remaining working capital
after distributing the targeted RM900
million and what is left in the Company
after the distribution?

A1: Upon achieving our sales target of
RM1.4 billion which facilitates
distribution of up to RM900 million
excess cash to shareholders in year
2023, the Group will still have
approximately RM400 million worth of
completed stocks to be sold in FY2024.
The sales of these stocks will continue
to generate cash for the Group.
EcoWorld London still has 6 ongoing
and new projects which could be
partially funded with debt

Q2: How much is the future GDV of
undeveloped land inventory on hand?

A2: The estimated GDV of the projects that
have yet to be launched is
approximately RM8 billion. After
the proposed capital repayment
exercise, the Group will still have
future phases in 3 ongoing projects and
another 3 new projects in London
which have yet to be launched. As
such, there is still significant value left
within the Group after the proposed
capital repayment.

After dividend payout RM 900m, EWI still have excess cash RM 450m + undevelop land worth GDV RM 8 billion

added balance to EWI, all at 64sen

1 pound = RM 5.79 (year highest)

The resolutions on the Proposed DRP will be tabled at the forthcoming Annual General Meeting for your
approval. The Board is looking forward to announcing the Company’s maiden dividend payment to reward our
Shareholders.

sold back msc at 2.04-2.06

Just wait of above good news, stay tune

Courting down time for announcement subscription additional 10% stake to 40% in money making Vietnam power plant

Courting down time for announcement dividend reinvestment soon.

Courting down time for announcement 50MW solar power plant commissioning now

We also do not rule out the possibility of penalties being imposed on Bumi Armada from the shut-in of Kraken FPSO which would result in unfavourable impacts on the charterer’s financials. In the event that the group is required to fully compensate EnQuest for any earnings losses from the oil production outage in 3QFY23, we estimate the potential penalty to be RM63mil-78mil based on assumptions of: (i) daily oil production of 14K-15K barrels of oil per day, (ii) oil price of U$70-75/barrel, (iii) operating expenses of U$23-25/barrel, and (iv) MYR/USD of 4.40.
The operation hiccups may also dampen the group’s prospects in bidding for new projects despite its continued success in deleveraging its balance sheet over the past few quarters

Added more EWI at 63.5sen

sold petronM, locked all profit today

sold warrant at 13-14sen