Hume limit up, when is YTL turn ?

YTL cement also export cement to Singapore, command higher SGD profit margin

Agreed, HSR if link up till thailand is much higher value and big enough to accommodate up to 4 winner cover southern, central and northern part of HSR civil work.

Although YTL may secure only southern part of HSR, but its cement division ill be biggest winner as all part HSR civil work need CEMENT, and YTL command largest cement market share under YTL cement and Lafarge cement brand. Hardly see any panda brand cement by Hume in the market.

YTL build HSR civil work+ CRRC supply HSR rail transit system and HSR train

Among all other contender, YTL have strongest track record and stronger financial capability to fund HSR under private fund initiative

YTL + CRRC = HSR

CRRC has built the world’s leading rail transit equipment technology platform and manufacturing base. Its world-class products like high-speed trains, high-power locomotives, railway trucks, and urban rail transit vehicles can adapt to various complex geographical environments and meet diverse market needs. The high-speed trains manufactured by CRRC have become one of the jewels in China’s crown to showcase China's development achievements to the world.

YTL has build KLIA1 + KLIA2 express rail and also build Gemas double track rail in Malaysia. YTL is also previous HSR winner for sourthern part HSR, Johor link to Singapore HSR.

Multibillion HSR is another wild card for YTL, with high potential to win back by its strong track record in double track train/Express rail and as previous winner for southern part HSR

YTLP need to stay back, swap to YTL to catch up

From 67sen to RM 1.00 still have many step to go, stay tune

It is YTL and Mcement turn now to outperform after YTLP

Just breakout 70sen only, still have at least 30% to breakout RM 1.00.

Historically, YTL and YTLP share price trade close each other. Recent laggard is due lag down by its cement division, which once recover, should resume similar share price pattern

Compared with its subsidiary YTLP, YTL have more upside potential now

YTL corp share price is most laggard conglomerate with all its subsidy on track for recovery

YTLP mulitbillion green data center is construct and built by YTL 100% subsidy, YTL construction.

YTL corp aside 55% YTLP, its 78% Mcement will be second most profit contributor

YTL 78% own subsidiary, Mcement will record massive earning record like Humelind.

Cut pohkong at 92sen

bought back mflour at 75-75.5sen

Commissioning 50MW solar power plant by next month will added jaks earning stability forward

sold tomei at 1.35

sold layhong, locked all profit at 31.5sen

sold teoseng, locked all profit at 92-93sen

added more jaks at 19-19.5sen

added more CAB at 72.5-73sen

Today bought tomei at 1.33-1.34

today locked all profit on MSC at 2.08-2.09

bought back CAB at 68.5sen

Bought pohkong at 92-95sen

Sold at 1.13

:D)

bought YTL at 66.5sen

added more cmsb at 1.11

bought cmsb at 1.12

sold back balance at 55sen

sold partial at 55sen

Tesla is building mega factory with initially produce 10,000 Megapack units a year, equal to around 40 gigawatt hours of energy storage, to be sold globally.

With the new Shanghai plant, Tesla will take advantage of China's world leading battery supply chain to ramp up output and lower costs of its Megapack lithium-ion battery units to meet rising demand of energy storage globally as the world shifts to use more renewable energy.

Solar power + megapack energy storage have enable renewable energy to total replace fossil energy in future.

Tin is key green metal in both solar panel and energy storage

World top 3 tin exporter
1. Indonesia
2. Malaysia (MSC)
3. Myanmar

added balance to MSC at 1.99-2.00

From Aug. 1, 2023, work at mines, including exploration, mining and processing will be suspended," Myanmar's Wa State Central Economic Planning Committee.

The move is to protect the remaining mining resources, while companies whose contracts are still ongoing can still work on exploration for another three months, the document said

bought msc at 1.94-1.95

sold back at 70.5sen

Dividend within expectation

CCK declare higher than expected dividend 3.5sen to reward shareholder

With much improve result, LHI should resume dividend payout. Expect dividend 2sen

CCK should declare dividend 3.0sen based on its 30% dividend payout policy

Current price is still 50% lower than IPO price at RM 1.10, hope can gradually recover back to IPO price later once egg and chicken ceiling price floated in next 2 month

hope to breakout year high level at 56sen

LHI, is the largest integrated poultry in Malaysia and exposure in Indonesia, Vietnam and Philippine

Currently, most poultry opt to produce omega egg to command higher profit margin.

Layhong omega egg, nutriplus is selling at RM 8.30, much higher than teoseng at RM 7.30.

Both Nutriplus and teoseng omega egg price hike 40%