raymondroy

raymondroy | Joined since 2012-02-13

Investing Experience Intermediate
Risk Profile Moderate

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1 week ago | Report Abuse

sorry.... hangover i meant :-)

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1 week ago | Report Abuse

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

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1 week ago | Report Abuse

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

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1 week ago | Report Abuse

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?

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1 week ago | Report Abuse

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

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2 weeks ago | Report Abuse

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

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2 weeks ago | Report Abuse

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

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2 weeks ago | Report Abuse

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

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3 weeks ago | Report Abuse

@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 :-)

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3 weeks ago | Report Abuse

@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 ??

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3 weeks ago | Report Abuse

@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??

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3 weeks ago | Report Abuse

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

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2 months ago | Report Abuse

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

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2023-08-29 23:47 | Report Abuse

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

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2023-08-16 04:34 | Report Abuse

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 :-)

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2023-02-24 18:54 | Report Abuse

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.

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2023-02-24 15:42 | Report Abuse

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

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2023-02-17 21:49 | Report Abuse

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

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2023-02-17 21:47 | Report Abuse

@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

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2023-02-17 16:13 | Report Abuse

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

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2023-02-17 15:59 | Report Abuse

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

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2023-02-17 15:17 | Report Abuse

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

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2023-02-17 03:05 | Report Abuse

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

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2023-02-16 23:39 | Report Abuse

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

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2023-02-16 23:38 | Report Abuse

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

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2023-02-16 23:25 | Report Abuse

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?

News & Blogs

2022-12-12 03:56 | Report Abuse

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

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2022-12-01 18:00 | Report Abuse

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

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2022-11-24 21:28 | Report Abuse

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

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2022-11-24 21:25 | Report Abuse

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

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2022-11-24 15:21 | Report Abuse

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

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2022-11-18 03:46 | Report Abuse

DNeX issued a legal proceeding against Mimastronics Technologies Company Limited, a wholly-owned subsidiary of CGP (which also holds a 40% equity interest in Silterra).

DNeX and CGP owns Silterra 60:40 respectively.
However, DNeX's 60% portion was partially funded by the issuance of ICPS (amounting to RM100m) to MIMAS via DNeX Semi.
MIMAS has the right to convert this ICPS to own 33.3% in DNeX Semi.
Post-conversion, this will translate into an additional 20%-equity interest in Silterra.
33.3% x 60% = 20%
The complication is - according to MITI, there was a condition that at least 55% of the shareholding of SilTerra was to be owned by a Malaysian entity.
A breach of this condition would trigger a possible revocation of the Licence.
Dont panic not end of the world..... shareholding intact, operations intact.... just panic in the room

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2022-11-14 02:45 | Report Abuse

guys can you all just cool down...... lots of repeat and nonsense being sprayed in this forum.... its only shares, u buy u sell..... sometimes make money sometimes loss..... just like gambling lah, if u want only make money go put FD 100% make money..... no need to join any forum

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2022-08-17 14:44 | Report Abuse

why the main shareholder is not supporting the price like topG?

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2022-08-12 18:31 | Report Abuse

CharlesT....... whats with the viagra talk? its irrelevant..... but same timefunny, maybe u can be comedian lah :-)

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2022-08-12 17:22 | Report Abuse

those commenting here when not holding a single share.... shame on you, what happened to group support.....if seeing others lose make you feel better, you need help

News & Blogs

2022-08-09 01:55 | Report Abuse

Nice article, but basic economics of demand (pretty much same), supply (will be higher in coming good season months) and substitutes (conola, soy etc), will play in key role in the pricing mechanism. The fact remains that CPO companies will show bumper profits in the Q2 announcements, and hope this will help bump up the prices a little at least in anticipation of continued profits which will be tough. If the price can hold above RM3,500 till year end, that alone will be a bonus. Happy hunting ..... boys

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2022-07-20 18:03 | Report Abuse

Raymond tiru - 1.08

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2022-07-19 03:32 | Report Abuse

ayoooo where got 4066..... only 3986 or so.... always over doing it

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2022-07-19 03:30 | Report Abuse

commodities and oil ..... rebouded but too sharp... up for profit taking, but hope at least 2-3 days up trend lah.... before down... let ppl be happy a bit lah... n harm mah

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2022-07-19 03:26 | Report Abuse

stingray and moneymakers... shd find a room, lock and throw away the key :-) ... make love not war

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2022-07-06 21:25 | Report Abuse

No OTB u can't assume that, last mth while crude was sky high, cracked spread was sky high too, do u think the spread will be maintained or berrer in low crude scenario?

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2022-07-06 12:39 | Report Abuse

guys don't kill the messenger....Calvin is only doing what he feels is right.... decision to invest of cut is on you nit him so go easy...it maybe painful enuf already for him and many others me included

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2022-07-06 12:37 | Report Abuse

I'm liquidating 50% od my holdings on TSH and many other palmoils ....breached my 4000 CPO price.. breached and koyak

News & Blogs

2022-07-04 23:04 | Report Abuse

share prices are based on future expected earnings that's all, therefore its factors that influence the future expected earnings that we need to be aware off and not individual items.s like hike in int rates

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2022-07-04 23:02 | Report Abuse

cpo closed at 4350....down by 7.6% huge drop for a day, but there's a clear reason as indon is flushing the market with their backlog inventories...good thing is that when price was up TSH was down so I believe it has bottomed up or maxed so only way is up

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2022-07-04 17:28 | Report Abuse

my floor price for CPO is 4,000 and its pretty close, indon is pushing their big inventories and is seen from msia drop in exports in May to be followed by June and with lower prices will be boudle whammy

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2022-07-04 17:08 | Report Abuse

wow...CPO price collapsed lah, down by 425 or 9% to 4,285... unprecedented drop...

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2022-07-04 13:35 | Report Abuse

Dennis8888 ....karma will find u, be nice