waaaah my post also removed :-) so im celebrity of sorts lah.... heeeee ..... i think its time we leave this for spammers to occupy..... happy hunting spammers and cheers

Post removed.Why?

Everywhere good news but share price go down .... further 15c LOL .... ytlp is a real teaser..... not for the faint heart-ed indeed.... ayooo where my high blood pressure pill..... aaaah ok now relax a little :-)

Reality Bites...... beautiful 1994 movie from ben stiller, with ethan hawke and winona rider.... has such profound impact on lives then and even today, lots to learn from ..... and @FortuneBlooming ...... pls be a little more kinder, always remember there is karma looking out for everyone.... peace

@sg999 ..... you are right, press and analyst will make immediate comparison to YoY (year on year) comparison..... with secondary being QoQ (quarter on quarter) in which the outcome will be far better..... need to find out the average USEPs for Apr-June 2023

i believe the foreign funds play a minor role in the current lacklustre price seen in both ytl and ytlp, I think its just lack of news on contract signings, as well as lack of coverage from IBs, also lack of HSR update while its long overdue.... for example comparing to Suncon, Gamuda.... of which every week there are some highlights, also I can see ytl/ytlp are not the type to hype up news here and there.... they would rather have the quarterly numbers do the job.
As for the USEP price update.... i see a 47% rise (as calculated by Sing Energy Market Update) in average price in Apr-Jun as compared to Jan-Mar, and this will surely reflect in higher power seraya earnings, which is the core earnings of ytlp ..... therefore nothing to worry for now :-) happy hunting

https://www.home.emcsg.com/about-emc/media-news-annoucements/Announcements/Market-Update-for-May-and-June-2024

i believe the foreign funds play a minor role in the current lacklustre price seen in both ytl and ytlp, I think its just lack of news on contract signings, as well as lack of coverage from IBs, also lack of HSR update while its long overdue.... for example comparing to Suncon, Gamuda.... of which every week there are some highlights, also I can see ytl/ytlp are not the type to hype up news here and there.... they would rather have the quarterly numbers do the job.
As for the USEP price update.... i see a 47% rise (as calculated by Sing Energy Market Update) in average price in Apr-Jun as compared to Jan-Mar, and this will surely reflect in higher power seraya earnings, which is the core earnings of ytlp ..... therefore nothing to worry for now :-) happy hunting

https://www.home.emcsg.com/about-emc/media-news-annoucements/Announcements/Market-Update-for-May-and-June-2024

Average USEP prices in S$/mWh
Apr - 288.71
May - 240.96
Jun - 182.85
For comparison previous qtr
Jan - 107.71
Feb - 137.99
Mar - 235.06

@Aero1 .... nice numbers and seems they are listed in NYSE

thx for the info dragon328 .... in addition i came accross this article issued yesterday, all seems well now for SEA @ Shopee...
"A recently released report on the e-commerce market in Southeast Asia shows that Shopee remained the biggest e-commerce platform in 2023, with 48% of the market share and US$55.1 billion gross merchandise value (GMV); the rapid growth of TikTok Shop has seen it overtake Lazada in second place! " ...... meaning partnering with a good reputable partner and the linking commerce with digital banking will surely be synergistic :-)

https://vulcanpost.com/865393/shopee-reigns-southeast-asia-e-commerce-tiktok-shop-surpasses-lazada/

thx for the update OTB, so proud of your stand and confidence...... but has anyone looked at this documentary.... fall of the largest company in singapore..... and guess what company it is???? Seal Limited aka shoppee !!!! isnt this ytlp's DC partner ??? wallaoaaa...

https://www.youtube.com/watch?v=hhrRi5pan4g

funny company..... theer are so many related party transactions in millions, and not sure who is benefiting from these? Secondly.... management is requesting for the extension of ESOS for another 3 years .... which is a joke really !!! With this performance all ESOS shd be cancelled and re-issued after the capital reduction.... lastly, being sued by KWAP..... which is pension fund !!! In the commentary management sates that..... "The telecommunications and technology industries are plagued by uncertainties over the phased transition to 5G networks.".... i think management is in the wrong bsuiness :-) LOL .... happy hunting

ok lah calcin if what all you say is true...... u shd be multi-millionaire by now lah? korek? ...... if yes then donate some lah buddy :-) heeeeee

hmmm.... so who is it that bought at 4.86?? I saw OTB statement that he will buy BIG at 4.86 :-) hope this is true..... but seeing only 5800 shs traded at 4.86 I think OTB was smoking shisha I guessing..... :-) happy hunting boys

haish..... oh calvintaneng..... the day you be honest to yourself it will be enlightening to yourself and everyone, of course we know your YTL power statement is not true, which if it was then you would have been multi millionaire by now.... but are u? You are so engrossed in palmoil and in particular TSH...... it did have its run but its over now..... the day you re true to yourself calvin thats the day you will see the light at the end of the tunnel ;-) cheers buddy

counter seems to have good support at 2.20 level.... awaiting fresh news that is, and as for shenton.... i assume this is already incorporated into the current support level price, only upside here on will be the REIT direction .... IF mngt deems fit... otherwise nothing terribly exciting :-) cheers

@calvinteneng..... are u out of ur mind?? Rsawit is a loss maing company (11m loss) and its current retained profits is only 6m, and one more loss quarter and the retained earnings will go into negative, and you are advising ppl to buy !!! you are lucky there is no law against mis-guidance which si what u are doing...... holy cow :-(

calvin..... besides some scammers you are the only one n this self created forum.... and now my comment makes it 2 :-) why u comparing ijm plant which was taken private to tsh? is tsh gonna be taken over? stick to fundamentals pls....

glad to note that the only analyst with a HOLD position kenanga has upped its TP from 5.22 to 5.44..... with the following conclusion... there is light indeed at the end of tunnel :-)
Conclusion: We maintain our view that the potential significant tariff hike during Regulatory Period 2025-2030 coupled with the stabilising inflation in the UK should result in a turnaround in Wessex Water. Recall, Wessex Water’s profitability was hit by high interest cost due to the elevated policy rate in the UK on sustained high inflation. The UK registered seven months of double digit inflation between Sep 2022 and Mar 2023. It has since eased to 2% in May 2024.

amazing story .... stock that has gained 300% over the past 6 mths .... not sure if purely from potential Niise project or any other news.... cant imagine if it does not get the Niise project? will there be life outside of Niise> well.... redtone thinks so :-)

10 straight trading days of down, and lack of news..... wonder whats cookin at jentayu? surely oversold.... but compared to what? last 2 trading days volume increased a bit to 4m+ ..... is there an upside for this management owned company?

thx to the link to Adam Khoo - The great stock market shift..... more like shaft :-) @Michaelchan2024

ytlp's earnings in last quarter was almost exclusively from power generation, water and sewerage (UK operations) actually made a loss of 155m, therefore not expecting a super turnaround in the next quarter, if the loss can be reduced that will be good..... but in the long run, based on the proposal submission there is a definite turnaround plan with higher tariff and all, therefore nothing extraordinary in what was reported.... if any this drop another good change to go in :-) happy hunting

UOB KH not so positive on the potential merger...
https://www.freemalaysiatoday.com/category/highlight/2024/07/11/merger-between-ananda-krishnans-bumi-armada-and-misc-a-bridge-too-far/

end of the road i guess....
https://www.nst.com.my/business/corporate/2024/07/1074962/scomi-energy-throwing-towel

cabnet is truly a punters counter, profits last 3 qtrs hardly at RM1m and trading at current 35x PER.... all the so called positive news will only result is actual bottom line not now..... but in due course, beware if you are planning to enter now

way i see it..... genb especially and also genm to some extent are gems in the workings, just waiting its time, as the profits will surely some back, as GDP grows, china visa open thingy, and genb is trading at lowly 12x PER at current profits and profits are expected to grow surely, but question is how long the wait while other peers in construction, property and utility are moving up fast.... happy hunting :-)

wow this is uncalled for yinson..... being grouped with creative acct and bribe !!! any proof???

finally humeind getting some traction as it shd shd looking at mcement .... surprising to see that in the most recent qtr results, humeind EPS is 9.76c while mcement is only 7.72c, while former price is 3.77 while latter 5.65 ..... go figure and OTB was right

one counter that i went in and chicken out too soon :-) today it is flying like no one had even thot of..... kudos to one con.... suncon

Agjl ..... hahaha next i will ask at what ratio 50:50 :-)

1st Qtr 31 May 2024 Results
Total transaction and financing volume in the current quarter of RM1.975 billion was higher by 7.8% as
compared to preceding year corresponding quarter. The Group recorded a total revenue of RM522.259 million,
which was higher by 15.4% as compared to the preceding year corresponding quarter mainly attributable to
stronger loan and financing growth.
The Group has equity accounted for its proportionate share of losses in AEON Bank (M) Berhad during the
quarter amounting to RM11.594 million.
Profit before tax (“PBT”) for the current quarter of RM144.825 million increased by 9.8% as compared to the
preceding year corresponding quarter.
PBT for the current quarter was recorded at RM144.825 million, a decrease of 10.9% compared to RM162.595
million in the immediate preceding quarter. The lower PBT was mainly due to the higher impairment losses on
financing receivables of RM163.457 million as compared to RM113.984 million recorded in the immediate
preceding quarter.
Good results :-)

extract .... "Wessex Water has submitted its five-year business proposal (2025-2030) to the water services regulation authority, including a higher return and capex allocation of £3.5 billion over the next years versus £1.4 billion."
- good to note that the proposal entails a "higher return" expectation and I assume its based on the higher capex as well.... this shd be well received

who is VT ? ... very terror?

excellent writeup with historical stories and all..... can be made into a book :-) good work dragon328.... bravo

this is 8 straight trading day loss..... from 84c to 64c ..... is there a bottom? whats the news? if any...

i dont know whats with palmoil and calvintaneng..... looking at the way u buy TSH u shd be major shareholder by now :-) LOL ... all the best buddy

hmmm..... which is better to add ytl or ytlp ??
One is diversified and the other is NOT....
one is trading at T4Q PER of 19.92x while the other at 12.26x.....
one has construction upside (HSR) while the other has DC/utility upside
anything else???

oh yes BTW.... WB is trading at 2.5% discount to current mother share price of 0.405

ok guys..... i sold all my mother shs and bought WBs :-) hope this is a better strategy, and i guess i have a year to realise any profits (wb expires in a years time).... happy hunting :-)

wowzie salcon WB selling at discount to mother (still have 1 year to expire) ??? its worth converting all mother shares to WB :-) LOL..... assuming price of mother will go up of course

Eagle77 is selling everywhere...... but funny he didnt buy as well :-) LOL

o&g getting the limelight it deserves, and if BA can perk up interest with its T4Q PER of 9.47x how about Yinson which is only at 7.77x ? Also I believe Yinson has a huuuuuuge order value in place.... or cud this all be AK's retirement plan.... as he lacks succession planning :-) happy hunting

wonder if its time for genting to seriously venture out of gaming and diversify into "less sinful" activities? Looking at genting singapore which is like 100% gaming..... went listing in 2005 fro S$1 and today after almost 20 years its $0.90... doesnt this say something ???

those promoting to accumulate on this counter, care to share the news that you have or potential news that you see forthcoming? Otherwise, just get stuck in this loss taking company with no prospects does not bode well lah... this company is loss making for the last 6 quarters !!! Yet..... someone sister even sell blue chips to buy jentayu? Phantom demi-god bird from the ramayana series.... :-) happy hunting

whatever dope that Eagle77 and Markv.... smoking, can I have some too..... as they are definitely in some dream land :-) LOL

genting in news..... unfortunately not the company but just the location and land deal :-) but for such a small piece the development value goes into $$$billion.... shd consider selling land as business

https://www.freemalaysiatoday.com/category/business/2024/07/02/maltons-unit-to-acquire-genting-land-for-rm65mil/

haha @Mikecyc .... calvin is also my godo fighting buddy :-) but professionally.... no name calling etc, but when I think he is not right, I call out professionally, and he treats me professionally as well.... no harm done even tho we have differing views ... thats how it shd be ..... theer are no lies, bust differing views from different standpoint and time. If I say TopGlove is a good buy..... well it will all depend when im saying it isnt it? If it was in 2020 its good.... but if it was in 2022.... is it good?? Therefore its all perspective..... all decisions made to invest is yours and yours only..... all opinions must be respected and no such thing as lies or anything...... unless calvin says the sky is yellow...... but never know sometimes its yellow :-) cheers

1 sad thing in these forums are people calling others bad names etc .... i really dont no what you gain, and just think what kind of karma you are getting and distributing? I always say.... if you have nothing nice to say then say nothing at all.... words like konartist, dumbass, laughing to bank (whop would laugh all the way to bank unless you are nuts LOL) .... these are all words of insecure ppl if you ask me.... why cant we respect each others opinion and if need to debate do it professionally.... anyway thats the purpose of this forum right?? Just my 2 cents.... apologies if i anger anyone... peace

@EquityJourneyman .... i think easily over the last 1 year, Yeoh family experienced the steepest increase in wealth far outweighing any other tycoon .... purely from ytl, ytlp, mcement, yland and ytl-r .... amazing story indeed .... hope its sustainable for us to piggy-back on :-)