have faith.... yinson is not a bad company but badly managed with regards to investor positioning, its a company with the biggest book order in all of bursa companies, but sadly this is accompanied with high gearing and risks, as it only talkes 1 FPSO to delay or screw up and all is up in smoke... high roisk high return... are you willing??? thats the question

low volume = happy news.... away from the hustle and bustle of contra - band players :-) peace

sorry correction div yield at 1.2% and PE at 7.8

WA will give higher return yes .... but loses out on div which is at 9.05%.... tit for tat... but yinson is a good counter nevertheless, as it has the highest secured book order than any company in bursa or elsewhere :-) peace

BursaVenture.... OTB is still very much in yinson.... not mother but WA.... peace to that too

looks like the market settled yinson price for the day and week at 2.36 exactly at the price of the private placement.... just goes to show market can do exactly what the shareholders do .... peace and heere is to a smooth ride ahead

just one day major correction does not mean end of the world lah ularsawa..... all good things come to those who have patience and follow fundamentals..... when YTLP below 1.10... it also had its downs ...... so how if never buy then?? dont be a naysayer ularsawa.... growup.... stop slithering on teh floor and have some backbone ..... hahaha dont angry ah

thanks OTB and dragon328 for the simple analysis, AI datacentre immediately contributing over 30% to the current EPS in FY25 is hard to digest considering there will be start-up cost (that will be expensed) etc.... EBITDA estimate from analyst not sure the basis, further there will be full interest cost - which is at super high rates currently - that needs to be incorporated....

Ular... small request from some of us, can you go elsewhere pls... take a break lah, after so much of writing and posting....

Ularsawa's messages.... is tremendous, if you got paid 10c for every msg or spam for it, u would be millionaire :-) Haiyoh...

what has this forum become? just lots of spams and copy paste stuff which are not even funny, lets use this forum properly to discuss news, updates, analysis etc..... rather than spam please, my humble request

institutional investors staying on sideline.... hmmm

holy cow talk about 1st day in the MSCI index.... what the hell happened after 4:45pm..... 212m shares for ytlp and 300m shares for ytl exchanged ... and dialog another 300m shares..... who bought and who sold ??? looks dodgy for sure

holy cow talk about 1st day in the MSCI index.... what the hell happened after 4:45pm..... 212m shares for ytlp and 300m shares for ytl exchanged ... and dialog another 300m shares..... who bought and who sold ??? looks dodgy for sure

slow and steady is the key to life and many things..... my target is modest 10c a week oso im happy, but i just read in one of the IB reviews that that YTLP has financial hedging fro its powerseraya coal prices, and this will end soon i believe in June 2024, and thereon powerseraya returns will normalise or other words go down..... this is a little worrying and if anyone can shed some light.... @DRAGON 328 ? or OTB?

nice at 11:45pm.... YTL at 2.46/47 and YTLP at 4.06/07.... my only worry price n=move up to much LOL.... i wud have been happy with 10-15c up..... anyway lai lai peace

very informative write-up, but funny the market does not reflect these in the share price as of now, perhaps its time YTLP and YTL got off the top trading counters.... and lay low and slowly make its increase .... one step at a time keeping contra players and hustlers away... peace

YTLP QR was as expected i guess..... good but as expected, and i will assume the share price has already absorbed this news way ahead..... hopefully not over absorbed as otherwise it will go further down... using half year EPS of 20.9c annualised on a decent 10x PE ratio, price shd be at 4.18 which is decent dont u think?

https://theedgemalaysia.com/node/694402 .... for info

sorry.... hangover i meant :-)

the positive to take away from todays trading is that although YTLP and YTL were top trading counters..... there was net sellers, not buyers.... meaning after T+3 there will not be much sellers... does this make sense? as for price..... its normalising before a surge ... which will be due once QR results handover is felt.... cheers

wow did u guys read the annual report published..... auditors gave it a thumb-down, looks like possible inter-company related party money changing hands..... where everyone benefit at the expense of shareholders.... looks like revenues from 2021 onwards mostly sham.... once the directors forced selling complete, directors will easily wash their hands off ...... haishhh, caution pls stay away

rr88 .... thanks for your opinion, in the sea of positive vibes its nice to see nay sayers, who sometimes give us some perspectives to be realistic, no use just hearing all 100%$ positive news right? where has that gotten us .... so I will wait for your so called move to 3.70 to collect... howzat?

thansk for the splendid reviews dragon328...... it will indeed be your year come 3 days time, my only concern on ytlp is the S$ RM exchange rate.... as you know bulk of earnings come from seraya and in S$, well the rate today is 3.5 and this alone propelled the earnings over the past 1 year, but can it sustain? can RM get back to say 3.0 or 2.8? This is a huge market risk.... that can go either way and out of anyones control

QR - 23 Feb ...... if all goes well

Agjl is right with regards to the IBs raising call warrants on YTL-P.... its surely reminiscence of the glove counter days... DAMN these IBs, as if the prediction of high prices actually comes true..... they will use thug tactics to play it down as the maturity comes close.... all need to beware

this is a very health correction ppl so embrace it, this weeds out contra players and just a reminder RM hit 3.54 to sing dollars, and YTLP main revenues are all tied to S$.... time to accumulate for many .... if not on monday.... happy weekend

@dragon328...... truly appreciate your valuable feedback and solid reasonings. I have to fully agree with you on the viewpoint expressed, analysts are not giving a fair assessment of ytlp.... partly due to the less understanding of the revenue structure - other than the saraya and wessex straight forward numbers..... other factors needs deep understanding ie, data centre and incremental power sales, as well as the jordan power plant. Also sum of parts valuation is not fair for ytlp... that is more relevant for property companies like uems..... where their huge landbank does not even begin to justify the current share price. That being said ACE has slowly been gobbling up land in johor mainly from uems (using their wholly owned paragon co) for the FTZ deal which is now a sure thing, perhaps you can help analyse ACE for me and us all..... worth a look. Conservatively, current ytlp stands at about 10x PER and as you said i will b ehappy if this can be raised to at least 15x and using forward earnings..... lets hope for the best buddy.... cheers and i own u beers..... will sell my heim shares for that :-)

@dragon328 .... thank you for the wonderful financial insight.... done like a pro, u accountant ah? so the fair value of RM5.80 is based on forward EPS of 58c (at 10x) so basically if market prices shares after financial performance this will be the price at end of 2025? Last Qtr EPS is 10.47 and assuming can be repeated next 3 qtrs then will be 41.88 and at 10x PE... fair value is RM4.18 ??

@probability .... you are right, with regards to the increased profits and revenue coming from strengthening of S$. Other than this there is no real increased revenue in real terms...... as power consumption is pretty flat (maybe 1-2% monthly) and wessez water still showing losses..... many projects in pipeline, but almost all only to show some results in 2026/7.... not sure about the data centre tho??

please do not go too high.... as i want to accumulate more and funds not here yet :-) .... slow and steady rise is always good.... keeps contra players off and we get a smooth journey forward..... patience is key

very disappointing Q3 results..... sugar is always loss making haish

Aiyoh mabel.... why 75.5 go for 65.5 lah

buckle up sit tight and have your hands and feet inside the place at all times....... we will be taking off soon..... hope no turbulence :-)

A profit before taxation of RM119.8 million was recorded in 4Q22 compared with RM301.5 million in 4Q21. The lower profit in 4Q22 was mainly due to higher depreciation charges, net unrealised foreign exchange losses, and net impairment losses, partly mitigated by the Group’s higher EBITDA and a lower share of loss in joint ventures and associates was recorded in 4Q22 compared with 4Q21. The lower share of loss in joint ventures and associates was mainly attributable to the lower share of loss from the Meizhou Wan power plant in China due to higher tariff rates in 4Q22.

https://www.theedgemarkets.com/node/656617 ..... quarterly loss reported being the culprit :-(

up and down..... and up and down.... just like life :-)

@dragon328 .... right said on "end of the day fundamentals prevail". I believe at 4.00 the price embodied the covid scenario possible prolong, but post covid 4.50 looks like a sure bet, and so it went there, but over shot to well above 5.00 which is premature.... but possible after another 2 Q results assuming the growth trend on last Q continues, therefore the price today is yes a little disappointing, but surely underpriced moving forward assuming the last Q growth maintained

GenB has higher buying rate ay 38% compared to GenM at 22% but dip is bigger at GenB

genm buying rate 22% genb buying rate 41%..... but genb down by 16c and genm by 4c

its the storm before the mass buy..... syndicates at work to shy off retail investors, what else to say? stellar results coming up a week of so ..... and last trading day of week

RM108m loss vs RM3billion in cash holding...... how?

what happened 3 mths ago..... is a catalyst to know what will come 3-12 mths from now

what happened 3 mths ago..... is a catalyst to know what will come 3-12 mths from now

besides MOOdys, has any inst made any forecast about genb and genm qtr results? knowing a little will help in deciding to buy in early or not..... who here agrees to goin tom?

wow SEE-Reasearch.... looks like your hatred for calvin is sky high, did you lose because of him?

with cash holding of above RM1billion... dnex can go thru any storm.... bring it on

sometimes feel guilty making money off gent.... profits basically money of the lost souls whom lost:-( better donate half at least to

genb vs genm..... interesting results, but genm still below water

ppl what's the forecast on Q3 results? u think can breakeven? or shd sell now