https://www.forexlive.com/stock-market-update/buffetts-berkshire-hathaway-hoarding-cash-in-a-pattern-seen-before-the-financial-crisis-20241112/

https://finance.yahoo.com/news/things-going-bad-soon-jim-114300090.html

DIRE WARNING OF OVERVALUATIONS OF STOCK MARKETS N

https://finance.yahoo.com/news/things-going-bad-soon-jim-114300090.html

DIRE WARNING OF OVERVALUATIONS OF STOCK MARKETS N

https://www.middleeastmonitor.com/20241102-israel-prepares-for-iran-retaliation-before-us-elections/
It's very near tomorrow

https://www.middleeastmonitor.com/20241102-israel-prepares-for-iran-retaliation-before-us-elections/

https://www.india.com/news/world/israel-iran-war-days-after-deadly-israeli-airstrikes-tehran-makes-chilling-claim-and-its-related-to-nuclear-weapon-7367169/

JUST NEED TO BE CAUTIOUS

https://markets.businessinsider.com/news/stocks/stock-market-outlook-crash-collapse-black-swan-nassim-taleb-bubble-2024-10

Robert Kiyosaki Predicts 'Everything Crash': Bitcoin May Drop to $5,000 Amid Market Collapse https://news.bitcoin.com/robert-kiyosaki-predicts-everything-crash-bitcoin-may-drop-to-5000-amid-market-collapse/

https://www.businessinsider.com/stock-market-crash-recession-warning-signs-job-market-indicators-unemployment-2024-10?utm_source=copy-link&utm_medium=referral&utm_content=topbar

Fully agree with Hng33 that we must be flexible to take into account new information and facts to moderate down one's share price projections after factoring any new head winds that had surfaced or arise or highlighted by well meaning contributors

posts

Posted by Antifanaticracism > 1 hour ago | Report Abuse

Just tell me who made no mistakes. Even police made mistakes


hng33

20,296 posts

Posted by hng33 > 1 hour ago | Report Abuse

Very strange indeed for those so call master keep raise target price, citing so call massive profit coming and yet keep ignoring factual that YTL major earning contributor is facing numerous headwind ahead, such as YTL power seraya earlier 2 year extreme super low lock in feed gas price which allow super profit margin for last 2 year have ended soon and factual that wholesale energy price have slump to 2 year lowest at around sgd 80 now + SGD exchange have tumbling to 2.5 year lowest level, which based on exchange alone eroding as much as 8% profit margin forward.

Hng33
Very cogent important factual information and points from you.
Now we aware of 2 strong headwinds facing YtlPower's financial performance in its coming financial Q's.

hours ago


hng33

https://www.home.emcsg.com/publications

Singapore wholesale energy price in Q3 average range (80-120) vs Q2 (100-200).

From the chart, Wholesale energy price in Q3 is much lower energy price recorded in if compared to Q2

file:///C:/Users/Ng%20Chai%20Heng/Downloads/Public%20Daily%20Trading%20Report%2026092024%20(1).pdf

file:///C:/Users/Ng%20Chai%20Heng/Downloads/Public%20Daily%20Trading%20Report%2007062024.pdf

1 hour ago

Do we need to worry?
Assam Baki cited the words
"false claims. criminal investigations. possible elements of corruption "

"We have to look into this as under the law, if claims are made and supply is not furnished, in principle this is a crime," he tol"

https://www.thestar.com.my/news/nation/2024/09/26/false-claims-among-aspects-of-macc039s-1bestarinet-probe-says-azam

ISSUE NO. (2)
https://www.nst.com.my/business/economy/2024/09/1105374/ringgit-breaches-430-level-against-us-dollar-hits-20-month-high%C2%A0
NEGATIVE FOR YTLPOWR RESULTS/PROFITS

ISSUE NO. (1) Sept 5 (Reuters) - Artificial intelligence computing giants Nvidia (NVDA.O), opens new tab and Microsoft (MSFT.O), opens new tab were sued in U.S. court on Thursday for allegedly stealing a small Texas company's data processor technology to help fuel development of AI products.
Plaintiff Xockets accused Nvidia and Microsoft of “rampant” patent infringement in the lawsuit, opens new tab, filed in Waco, Texas, federal court.
Xockets also said the companies violated antitrust law by conspiring with each other and with patent risk management company RPX to fix and drive down the price of Xockets’ technology.
“Nvidia and Microsoft are abusing their dominance and market power in AI in an attempt to pay little or nothing for the innovations of others that are used in their products," Xockets board member Robert Cote said

Just for sharing N discussions.
Should we worry over these 2 issues which can adversely affect YTLPOWR ??? :-

😎

Relief rally in Nvidia cannot hide likelihood stock has entered bear market territory after losing nearly $800 billion https://finance.yahoo.com/news/relief-rally-nvidia-cannot-hide-162938637.html

Relief rally in Nvidia cannot hide likelihood stock has entered bear market territory after losing nearly $800 billion https://finance.yahoo.com/news/relief-rally-nvidia-cannot-hide-162938637.html

Relief rally in Nvidia cannot hide likelihood stock has entered bear market territory after losing nearly $800 billion https://finance.yahoo.com/news/relief-rally-nvidia-cannot-hide-162938637.html
DESPITE REBOUNDS IT IS NOW IN BEAR TERRITORY

Hope to get fair feedbacks
Tqvm

https://www.fool.com/investing/2024/07/31/why-nvidia-arm-holdings-and-other-artificial-intel/
Hope to get feedbacks on the above . Tqvm

https://www.fool.com/investing/2024/07/31/why-nvidia-arm-holdings-and-other-artificial-intel/
Hope to get feedbacks on the above . Tqvm

https://www.straitstimes.com/business/chinese-solar-firm-forced-into-bankruptcy-as-supply-glut-bites

"Guys,
It seems more and more data centers are about to begin operation in South, Central and the North of Peninsula Malaysia.
All of these we need to worry about.
TAYOR"
EXCESSIVE CONSTRUCTION OF DATA CENTRES IN MALAYSIA ASIA N OTHER COUNTRIES.
REAL Risks OF OVERBUILT/SATURATION .
TOTAL POTENTIAL DATA CENTRE USERS MARKET MAY NOT BE BIG ENOUGH TO MAKE IT PROFITABLE FOR EXCESSIVE NUMBER OF DATA CENTRES. SOME MAY RISK BECOMING
WHILTE ELEPHANTS

What is the market outlook for Malaysia data centers?
Revenue in the Data Center market is projected to reach US$1.20bn in 2024. Network Infrastructure dominates the market with a projected market volume of US$0.73bn in 2024

https://www.cnbc.com/2024/07/26/nvidia-may-face-a-massive-technical-sell-off-chart-analyst-warns.html

Good to read both positive and negative news to be better able to make informed decisions

https://m.economictimes.com/markets/stocks/news/time-to-be-worried-about-overvaluations-in-equities-other-assets-jim-rogers/articleshow/108548546.cms
WORRIED ABOUT OVERVALUATION

https://m.economictimes.com/markets/stocks/news/time-to-be-worried-about-overvaluations-in-equities-other-assets-jim-rogers/articleshow/108548546.cms
WORRIED ABOUT OVERVALUATION

https://www.businessinsider.com/recession-4-times-more-likely-than-expansion-david-rosenberg-economy-2024-3

https://www.businessinsider.com/recession-4-times-more-likely-than-expansion-david-rosenberg-economy-2024-3

MY WORRIES
https://news.bitcoin.com/robert-kiyosaki-warns-biggest-bubble-in-history-will-crush-boomers-advises-buying-real-assets-like-bitcoin/

Hi

Waiting for its 1Q results. Scheduled to be announced latest by 31/5/2020.

Anyone got any idea ?

Good

Can start to accumulate.

Pantech : PETRONAS PERPETUAL MAINTENANCE CONTRACTOR AND EQUIPMENT/PARTS SUPPLIER

CORRECTION/UPDATE
KPF ALREADY SOLD 18M SHARES ON 24/7/19.
ALREADY CEASED AS A SUBSTANTIAL SHARE HOLDER.
BALANCE OF SHARE HOLDING IS NOW MUCH LESS < 23M.
MOREOVER EPF HAS BEEN BUYING/ACCUMULATING AND HAS NOW BECAME THE LATEST SUBSTANTIAL SHAREHOLDER

The sole one stop manufacturer/supplier of specialty stainless steel pipes, valves, etc for the Oil & Gas Industry on Malaysia . Also distributes to and represented in 68 overseas countries.
Licenced Maintenance and Upkeep Contractor for Petronas’s oil & gas fields’ drilling platforms as well as for its RM40 billions Saudi Aroma- Petronas PetroChemical Refinery in Pengerang, Johore
(completed and to commence commercial production soon)

Hence Pantech is a very safe, sound and viable proxy to investing in the Oil & Gas Sector as all the O&G companies (plus the Palm Oil Refinery companies) are sourcing their parts from Panech

Strong fundamentals and financials with growing profitabilities, low gearings and consistently high dividend yields.

Future business growth and profit prospects are good especially with the US Govt uplifting of restrictions to its exports to USA effective June (hence will improve sales n profits for its coming 2Q results (June – August) Plus increasing revenue contributions from the up and running operations of the huge Pengarang PetroChemical Plant.
(Petronas is among the top 30 largest share holders)

ASSUMING THE ORIGINAL DEPOSIT WAS RETURNED TO THE J/V CONSORTIUM, 40% HAD TO BE RETURNED TO THE CHINESE J/V CO.

ALSO, IWH'S PORTION OF THE ORIGINAL DEPOSIT WAS LIKELY FROM BANK LOANS WHICH RIGHTLY WOULD HAD TO BE USED TO REPAY THE BANK (SINCE THE J/V PROJECT WAS NEGATED)

ARE WE USING THE CORRECT FIGURE OF RM500M ADDITIONAL AMOUNT THAT THE J/V CONSORTIUM HAS TO PAY FOR THE REVIVED PROJECT ? IT IS ONLY LOGICAL THAT THE ORIGINAL REQUIRED AMOUNT OF RM741M HAS NOT BEEN PAID YET. EVEN IF PAID (THE LAST TIME BEFORE IT WAS CANCELLED) THIS ORIGINAL DEPOSIT MUST HAD ALREADY BEEN RETURNED UPON CANCELLATION.
HENCE IWH HAS TO FORK OUT RM744.6M (60% OF J/V) AND NOT JUST RM30M.

SUCH A HUGE CASH OUTLAY.

IS IT FEASIBLE FOR IWH?

(CORRECT ME IF I AM WRONG)

LEONG HUP SUFFERED LOSSES IN ITS 1ST Q RESULTS?

Recall what the "wise ex-banker said " in the interview :-

Mflour's big growth is in its flour milling business with its 5 mills (in Malaysia its the 2nd largest after Robert Kuok's Federal Flour ) PLUS 2 in Vietnam and 2 in Indonesia.

Mflour's businesses are diversified and that's good

CHICKEN PRICES FLUCTUATES AND ARE SEASONAL. PRICES WILL GO UP AGAIN NEXT MONTH AS WE APPROACH HARI RAYA FESTIVE SEASON.

THE OTHER POSITIVE FACTOR IS THAT FEED MEAL COSTS HAD ALSO COME DOWN THUS REDUCING OPERATING COSTS. (AIDED BY OUR HIGHER RINGGIT AGST USD

Anyway there are no sales of MFLOUR mother shares. Some Directors are only only selling some of their WARRANTS .They have lots of Warrants.

Also they are converting their Iculs to mother
. shares

rihc. You are mistaken.

The Rights issue had already successfully completed last year ( in December 2018 )

Raised about RM285M which had been productively utilised to expand by 3 times the production capacity of its Intergrated Poultry Segment in Lumut Perak.

Currently some shareholders and Directors are only exercising and converting some of their Warrants and Iculs into Mflour mother shares. Such conversions are positive indications of their bullish views in the bright business growth and increasing profitability of Mflour

My positive views :-
(CHOIVO CAPITAL) A conversation with a very wise Ex-Banker
Author: Choivo Capital | Publish date: Sat, 30 Mar 2019, 5:49 AM
Agrees with this ex-banker on his bullish view of Mflour's flour milling business (and I quote)

“Most of MFLOUR’s chickens are sold to Texas and KFC, so they don’t lack demand. The real growth however, for me is going to come from the Flour factory in Vietnam.
Vietnam is very influenced by the French, every morning they eat croissants and baguettes.
There is this dish called Banh Mi that is made using baguettes or croissants. As the country gets richer, they are going to eat more of this.
And to top it off, there is only one other competitor in Vietnam when it comes to flour. So, for me, I’m quite happy with it”.
Aminvest also gave a very good fundamentally based report on 11 March 2019 :-

MALAYAN FLOUR (MFL MK, MFMS.KL) 11 March 2019 POULTRY AND FLOUR

Chicks rule the roost Company report BUY Gan Huey Ling, CFA gan-huey-ling@ambankgroup.com 03 2036 2305 (Initiation)

Note that Mflour have got 2 flour mills in Vietnam (1 each in the North and the South) Plus another 2 flour mills in Indonesia. Both Vietnam and Indonesia have huge populations with good demand for flour for their staple diets.

And Mflour is the 2nd biggest Flour Mill in Malaysia (after Robert Kuoks’s Federal Flour)

Combined with Mflour’s large capacity expansion in its Intergrated Poulty Segment, eg, :-

3x poultry processing capacity to be completed in 1Q of 2019 in phases (As at 31 October 2018, the construction of the additional poultry processing is approximately 83% completed (from 80k birds to 240k birds per day). Running at full capacity of 80k bird in 4Q18.

50% Malaysia fast food restaurant chicken supply come from Mflour (McDonald’s, Texas Chicken, Nando’s and Domino’s Pizza.) (source: CFO mentioned this in BFM interview)
The prospects for Mlour’s business growth and profits are indeed very bright

Sincere thanks to all, to esp Puntters , for all your invaluable contributions on Mflour.
Its exciting growth prospects and potential will be great to watch in the months and years to come. It will be greatly rewarding to all its investors