raymondroy

raymondroy | Joined since 2012-02-13

Investing Experience Intermediate
Risk Profile Moderate

Followers

8

Following

2

Blog Posts

0

Threads

865

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
865
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

1 month ago | Report Abuse

isnt there anymore believers in ytlp here? its a good company with strong utility assets in strategic countries and regions, involved in steady revenue stream with upside on datacentre business..... :-) have faith

Stock

2 months ago | Report Abuse

major shareholders
EPF - 13.44%
APB - 10.37%
TH - 5.35%

APB acquired the shares in Feb24 priced at RM2.00 (at huge premium to then trading price) ... from ng kweng chong family

Stock

2024-09-05 13:49 | Report Abuse

life is full of surprises and there are always ups and downs...... anyone who think life is just full of roses then maybe you living in different planet :-) take things easy..... fundamentals will always prevail.... and persevere for good things always comes to those who persevere... peace

Stock

2024-09-04 19:20 | Report Abuse

Aiyoo YTL Comm lah not YTL P..... kecoh ony :-)

Stock

2024-09-03 18:25 | Report Abuse

TA ANALYSIS 03/09/24
> We reiterate that an expansion in valuation multiple for the FBMKLCI is long overdue and anticipate sustained buying interest should gradually reduce the valuation gap between the current consensus CY25 PER of 14.2x and 5-year average of 17.6x.
> This will be supported by a stronger economy, which we forecast to grow by 4.7% this year versus 3.7% last year, and robust corporate earnings (stocks under our coverage universe 16.5% and 9.3%, and FBMKLCI 12.1% and 7.6% in CY24 and CY25, respectively).

> For market exposure, we continue to promote the six key investment themes that we recommended in our “2H24 Market Strategy: On the Cusp of Stronger Recovery”.
> TM and YTLPOWR remain as the preferred big cap growth picks to seize the opportunities from investments into digital economy infrastructures, data centres, networks, servers, 5G, cloud services etc.
> The latter will also benefit from higher electricity and water tariff from Singapore and UK respectively apart reaping some synergy from its earnings accretive Ranhill acquisition due to its expertise in managing Wessex Waters.

https://klse.i3investor.com/web/blog/detail/taresearch/2024-09-03-story-h468169725-2QCY24_Results_Review_Delivers_Second_Straight_Quarter_of_Growth

Stock

2024-09-03 18:07 | Report Abuse

Not exactly Balian ..... i recall reading about US inflation and the raising of interest rates, where msia held on to its low rates..... chats started about RM weakening due to this, and it prompted me to chk which counter will be the biggest winner for depreciating RM and thats when I found YTLP.... so chat info did help here :-) .... also someone started sharing the sing power published prices..... and this gave insights for the upcoming qtr results.... again chat helped build knowledge.... but as far as empty chats are concerned..... i guess if one is retired and no day job, then one has nothing to lose, and can chit chat whole day with empty chat..... i guess no harm as well, as one gets to kill time i guess.... but I shd say thats a very boring life.... to be an empty chat keyboard warrior.... when time can be better spent.... anyway just my opinion :-) cheers to all

Stock

2024-09-03 16:43 | Report Abuse

Some ppl too much talk but very little action in here..... become netflix for others, while some contribute with valuable insights and analysis and this is appreciated... and rightfully said... anyone can win arguments (and is this important?) but how many can make a decent return from all the chats... this matters

Stock

2024-09-03 14:18 | Report Abuse

Good company with land in prime areas..... but due to high gearing, resulting in high interest charges all profits are lost to interest charges... haish but interesting to see the 2 Yu brother earnings of RM7,000,000 a year figure each... LOL thats like RM583,000 a month !!! :-)

Stock

2024-09-03 12:43 | Report Abuse

QR not up to expectations, low revenue no proper explanation, orderbook also just so-so..... with so many energy projects on the cards why sun is not getting its fair share of contracts?

Stock

2024-09-03 12:38 | Report Abuse

disappointing qtr results (but YTD seems ok).... and trading volume moving to all time low

News & Blogs

2024-09-03 04:47 | Report Abuse

so u dont trade as your name sake ..... dividendguy :-) ur more like riskytradeguy ...... hahaha just kidding, hope ur 70:30 and 1% vs 5% holds way ...cheers

News & Blogs

2024-09-03 04:45 | Report Abuse

just read ur article on trade expectancy..... interesting but very simplistic i shd say, have you really made the 70:30 ratio in your so called risky trades? market is never in a pattern mode so not sure how this will end up.... but interesting concept nevertheless..... cheers buddy and all the best

News & Blogs

2024-09-02 20:25 | Report Abuse

this kind of investment is very close to betting by definition..... as its purely based on the odds and theoretically what can possibly happen. My take is that if the sell down is only temporary.... then there shd be a sharp pull back and assuming u buy now you can easily sell within next 1-2mths no need wait 2-3 years...... BUT big BUT.... if the selldown is permanent..... then not only you will sink your funds into a loss, but 2-3 years will not help..... perhaps by then sink further..... therefore I do not see any justification of going in (unless you want to bet :-) unless there is clarification on fundamentals.... for example company operations intact, customers intact etc.....
Note : Why did EPS drop by 42%? If purely due to revenue drop then its super risky..... meaning losing clientelle

Stock

2024-09-02 20:02 | Report Abuse

The unit production costs for these assets for the 12 months ended 31 December 2023 have decreased (currently averaging USD 25.54 per boe, USD 21.31 per barrel, and USD 13.32 per boe for Anasuria Cluster, North Sabah and Peninsula Hibiscus respectively).

Therefore if Brent at $80/bbl thats 80-25.54=54.46 profit?
Thats 25.54 x 7,865bbls x 365 days = $73,318,316 per annum?
Is this correct ?

Stock

2024-09-02 17:08 | Report Abuse

looks like som eppl here dont like air travel :-) LOL.... anyway there si always boat for them.... wonder why trading volume so low today?

Stock

2024-09-01 21:37 | Report Abuse

Extract of Q2 Qtr results "......The Aviation Group reported a revenue of RM4,611.4 million for 2Q 2024, up 60% compared to the same period last year, in tandem with the upsurge of domestic and international travel"

What ever being said, on cashflow to enable the settlement of lease liabilities.... how many companies or sector can issue the above statement ??? 60% increase in revenue and fact is that AA has further room for expansion both in #aircrafts and also passengers.... new routes etc. Who does not want to be part of this expansions ??? :-)

Stock

2024-09-01 18:11 | Report Abuse

When you are good at something and show you are responsible, hard-working and a high achiever, the reward for great work is often...more work. This unfortunately is the case of Mr. OTB :-) .... he is no doubt good in what he does, fundamental but more importantly on TA .... and bekos he is good everybody ask his advice and he gives in openly and willingly... but when something goes wrong.... everybody harps on him which is not fair is it?
Its always like that..... hardworking people get more work that lazy people bekos naturally the work gets done.... but at what cost? If there is a mis-calculation in the work.... who is to be blamed? hardworking dude who does the work or lazy dude who does not?
Lastly have you ever heard of the Beta factor? Notion and many similar group counters have HUGE Beta factor.... which means HUGE risk factor.... and if you knowingly enter with this Beta factor then its fine (measn u understand risk factor)..... but if you unknowingly go in without knowledge of the Beta factor.... who is to be blamed? :-) yah..... cheers.... and happy hunting

Stock

2024-09-01 17:58 | Report Abuse

Based on last qtr earnings (RM10m profit) and latest price of RM1.00 the PER T4Q is 19x..... so the question is this worth investing in?? Or to top up.... average down etc?
What makes people invest in this scenario as compared to a company that reported profit of RM1b in the last quarter and at its current share price its PER is 10x??
The latter is not a hypothetical scenario but its a REAL scenario, with a blue chip utility company.... but the question still remains? Which would you choose?
The natural instinct is to choose the counter that has a better upside.... better potential.... better growth. This is the question you need to ask yourself and analyse accordingly.... happy hunting.

Stock

2024-09-01 12:53 | Report Abuse

Johnchew5 @mikecyc ..... pls stop spamming this forum :-) appreciate it very much

Stock

2024-08-31 20:51 | Report Abuse

missed out on this development..... rejection of CEO's offer on shenton house, but surprisingly IOIPG has agreed to be the exclusive project manager and some extend developer as well as first rights of refusal on the purchase.... interesting'

https://www.nst.com.my/business/corporate/2024/08/1097980/ioi-properties-rejects-ceo-lees-offer-buy-shenton-house-will

Stock

2024-08-31 20:15 | Report Abuse

amazing deal..... yinson major shareholder Lim, buys into Icon at 63c for 50% from ekuinas, and then injects yinson OSV business into Icon for a profit for share consideration, at 88c per share.... while the current share price is 115c, win win win.... for both Lim and Yinson becomes minority shareholder, while Lim being major shareholder..... what an excellent arrangement !!!

Stock

2024-08-27 18:24 | Report Abuse

Price trajectory
15May - 0.60
21Jun - 2.37
27Aug - 0.89

15May to 21June is 37 days and price rose by 295% or 8% a day..... sustainability for such a meteoric rise has to either be followed up by meteoric rise in profits or business signings.... otherwise its tough.... happy hunting

Stock

2024-08-25 18:43 | Report Abuse

company just acquired Japanese hotel, so start recognizing income from Aug24 onwards..... and huge private placement made (possibly to major shareholder or related party at 0.2053 similar to current share price) and post-covid return of tourism..... i believe there is hope for ecm.. what say u guys?

Stock

2024-08-25 05:04 | Report Abuse

cwc1981 ..... suncon and gamuda and constantly on trhe limelight, every 2 weeks of so they announce this contract signing and that contract and being noisy lah :-) being noisy helps price sentiments naturally...... while ytl/ytlp pretty silent..... but deep down we all know fundamentals who is stronger :-) cheers
(note : ytl telco make money due to sabah one off contract, not sure if this can repeat)

Stock

2024-08-25 04:39 | Report Abuse

flashback Oct 2022...
karim seels his entire serba dk warrants of 55.9m units on oct 18-21.... at average price of about 7.5sen, just 1 day before company shares was suspended by bursa on oct 22... coincidence ???? hmmm.....

https://theedgemalaysia.com/article/ceo-abdul-karim-disposes-entire-holding-serba-dinamik-warrants

Stock

2024-08-25 00:11 | Report Abuse

flashback 2019.....
As of Aug 8, 2019, the shareholding of the 54-year-old very private entrepreneur (Abdul karim) was 346.78 million shares valued at RM1.56 billion based on the company’s last Friday’s intraday high of RM4.51.

https://themalaysianreserve.com/2019/08/26/mohd-abdul-karim-and-serba-dinamiks-meteoric-rise/

News & Blogs

2024-08-24 02:52 | Report Abuse

as usual short and sharp review work ..... thx @dragon328, interesting to see that YTL will see higher profit in 2025 compared to 2024, as compared to YTLP which will see a dip in 2025 compared to 2024.
1) Perhaps, it will make sense to put more weightage on YTL compared to YTLP, from a portfolio perspective.
2) But fact of the matter is that PERx of YTL is 17x while YTLP is 10x, meaning there is more upside for YTLP?
3) Talk about growth, then looking at DC and tech pureplay, then YTLP stands taller I guess, but again 50% of YTLP profits gets equity accounted in YTL anyway.
4) Glad to see YTL group of companies with the exception of YTL-C, having low PERx as compared to peers, which again reinforces the upside potential.

Look foward to you continued support buddy.... dragon328, cheers and happy hunting

News & Blogs

2024-08-22 20:20 | Report Abuse

TQ for the excellent write up dragon328, just a few comments
1) Surprised to see a high reduction in powerseraya contribution, dropping 42% from 2024 to 2032. This si expected but have you also taken into account that RM may further strengthen beyond the 3.5x rate in 1H 2024? It is already at 3.35x as of Aug?
2) Hwo did you estimate barbazon? Furthermore, why do you estimate 290m profit in 2026 and growing every year to 500m in 2032? Surely once the build up is complete..... sales shd take 1-2 yrs to deplete inventories. So why the assumption of repeat sales all the way to 2032?
3) Whats the diff between colocation and AI DW? Whats the probability of hitting the forecast 1b profit in 2026?

Hope my questions will enable us to better refine the forecast for better information dissemination :-) cheers and happy hunting

Stock

2024-08-22 19:37 | Report Abuse

Based on current price and last Q results, the rolling 4Q PER stands at 7.2x .... which is undemanding and undervalued surely, wonder whats the message here?
Naturally coming Q results will probably match last Q results of RM1b net profit if not higher..... so why the somber mood on the price?
Forget taurx..... current operations itself is so healthy and growing post covid.... so back to the question.... why the 7.2x PER ???

Stock

2024-08-22 19:05 | Report Abuse

did a quick review of JCY financials and discovered some amazing facts
1) Last q results (Q2) reported increaase in revenue by 41% YoY and 17% QoQ
2) Huge cash holding of RM130m with only RM33 in short term debts
3) Has always been loss making with the exception of Q2 results'
4) Generated RM25m in cash from operations in Q2
5) Report Extract on Prospects :- The reported quarter total HDD storage market showed a 3% increase Quarter on Quarter (QoQ) in units shipped and 22% QoQ total Storage Capacity shipped, increasing to 262 Exabytes(EB). Based on current market trends and barring any unforeseen circumstances, the Group expects the performance of the second half year to be better than the first half. The group is projecting that our factory capacity utilisation rate will increase as our customers improve their units shipped.

Sounds very positive indeed.... with the only slight blemish being high increase in trade receivable from the increased revenue, hope this is due to timing and not from "cooking up revenues".... LOL happy hunting :-)

Stock

2024-08-22 17:46 | Report Abuse

notion is currently trading at 8.8x PER based on last qtr results of RM20m profit..... the PER is pretty low, but the question to ask is whether he RM20m profit can be repeated?
If Q4 profit comes at RM14m (sale as Q2) then the FYE PER will be at 12.5x which is reasonable, or even under-valued.
In the last qtr results, the RM20m profit came with significant RM42m increase in trade receivable over the 6mths period. This is highly questionable.

Outlook Forecast (extract from Qtr results) :-
1) After three consecutive quarters of robust growth in FY2024, we anticipate the fourth quarter to progress at a moderate pace. (Does this mean the RM20m profit will not be achievable in Q4?)
2) This period of stabilized earnings will position us well as we prepare for further expansion in the next financial year.
3) The Board and Management are confident that FY2024 will set a new benchmark for both revenue and profits, marking a record year for the Group. (2023 was loss making year, and 2024 profit making so surely 2024 will be better year no doubt, but what is the forecast of Q4 2024??)

happy hunting :-)

Stock

2024-08-22 17:08 | Report Abuse

at current price, YTL is trading at 16x PER compared to 10x of YTLP.... that will help explain the higher demand for latter (YTLP was at 8.8x PER yesterday :-)

Stock

2024-08-22 17:02 | Report Abuse

@dragon328 ... much appreciated on the valuable feedback :-) cheers

Stock

2024-08-22 13:18 | Report Abuse

Some review pointers moving ahead for YTLP....
1) Really glad that there is good diversification to the revenue and profit rather than heavily relying on powerseraya, as we know moving forward, power will lose the natural gas price advantage and also the strengthening of RM against SGD - at 3.50 in Q2 and now at 3.35 (loss of 4.3%)
2) Wessex and 5G showing profits - hope this can sustain
3) potential incorporation of Ranhill equity share profits - although this will be small for now
4) not sure why no revenue at all from DC operations or perhaps to start only towards 2024 year end? Isn't Sea Ltd contributing anything yet?
5) No mention of brabazon project and/or state of project progress etc, which is surprising? Perhaps revenue recognition is still far ahead
6) Digital banking license operations will commence soon, and initial operations losses will start be to recognised (similar to Aeon Cr) for the first year or perhaps more, need to be prepared for this
7) The corporate proposal section of the Qtr report is left blank. This shd at least contain the brabazon project and/or DC plans ahead?

Dragon328/OTB will appreciate your feedback.... happy hunting and cheers :-)

Stock

2024-08-21 22:02 | Report Abuse

@Dragon328 ....... way way way above our projected profits and im super duper glad we were WRONG in our forecast LOL..... qtr EPS is 13.16c when we forecast just below 10c, and YTD EPS at 42.68c..... when said its improbable to even hit 40c..... sadly price shot down so much, even a 10-15% recovery will not even do justice..... happy hunting :-) boys

Stock

2024-08-20 05:12 | Report Abuse

@Lukesharewalker ..... directors not allowed to trade in this period before announcing qtr results.... adoih, pls sharpen your lightsaber knowledge LOL

Stock

2024-08-19 02:29 | Report Abuse

nice girl and grandfather story calvin :-)

Stock

2024-08-18 17:59 | Report Abuse

this counter has been qtr loss making since Q4 2019.... thats 18 consecutive qtrs with the exception of Q3 2023.... whats the story here?

Stock

2024-08-16 05:20 | Report Abuse

word is out people....
YTL creates one of the world’s advanced supercomputer powered by NVIDIA Grace Blackwell-based DGX Cloud
https://malaysia.news.yahoo.com/ytl-creates-one-world-advanced-225833699.html
a little old 19 march news .....but it helps.....:-) happy hunting

Stock

2024-08-15 15:33 | Report Abuse

when all counters terumbang ambing .... yinson is shining as the true gem it is :-) happy to see this

Stock

2024-08-15 15:31 | Report Abuse

i have read a few reports on dialog, all point towards higher financial performance.... from increased storage and JV activities with Vopac.... i believe qtr result will be better... one of the few O&G good counter if you ask me

Stock

2024-08-15 15:28 | Report Abuse

@Balian ..... ur extremely pessimistic on the covid front, I dont see any of these news on the main portals, and evenly more extreme on the pump and dump strategy..... so ur cup is half empty rather than half full :-)

Stock

2024-08-15 13:12 | Report Abuse

looking at Q1 profit and current price, genB is trading at PER of 7.3x only..... so undemanding, and if it can issue higher than 6c div (can double to 12c if u ask me :-) as compared to last quarter div) which is surely expected..... there is only upside here on :-) happy hunting....

Stock

2024-08-15 13:00 | Report Abuse

excerpt of report....
"-the company’s joint venture with Battersea Power Station recorded a staggering loss of RM101 million in 2Q24
- further exacerbated by an income guarantee agreement for an office tower within the development.
- The Battersea project, which was supposed to be a landmark development, has become a financial burden due to low occupancy rates and high-interest rates in the UK.
- S P Setia’s management acknowledged that the project might continue to post losses in the coming quarters, compounding investor concerns."

Stock

2024-08-14 23:04 | Report Abuse

@Johnchew5 ...... can you share with us which counter you are invested in besides Jaks? what is your view of your investments so far? appreciate if you can share.....thx

Stock

2024-08-14 21:40 | Report Abuse

each time mngt buysback shares..... the message that goes out is the company's future returns is more that the 7-8% cost that it pays for financing, and everytime it buys, shareholders get accretion in their shareholding.... hope this makes sense

Stock

2024-08-14 15:53 | Report Abuse

Last 5 +1 trading days ...
736m 0.435
405m 0.475
269m 0.520
186m 0.505
229m 0.455
68m 0.455 (Today @ 4pm)

....good news is that volume going lower (reducing noise and contra players), possible price stabalisation

Stock

2024-08-14 15:04 | Report Abuse

5354_ .... its quite obvious u are not aware of bursa rules, for example CEO is not allowed to sell while holding privilege info for example next qtr results, as this will contravene bursa rules... of insider trading, the selling is from pledged shares due to margin calls....

on a separate note there is super STRONG support at 45.5c ... which is good

Stock

2024-08-14 13:26 | Report Abuse

Q2 financial performance of partner (in DC and DB business) - SEA LTD @@@@@@@
Sea reported strong Q2 2024 results, with total GAAP revenue up 23% year-on-year to $3.8 billion. Key highlights include:
- E-commerce (Shopee) gross orders grew 40.3% YoY to 2.5 billion, with GMV up 29.1% to $23.3 billion
- Digital Entertainment (Garena) bookings increased 21.1% YoY to $536.8 million
- Digital Financial Services revenue rose 21.4% YoY to $519.3 million

The company expects Shopee to become adjusted EBITDA positive from Q3 2024 and raised full-year GMV growth guidance to mid-20%. Free Fire achieved over 100 million daily active users throughout Q2.