oh wow.... call warrants, these are very very risky, C58 is trading at about 10% premium, 22c above .... yes there is 3 mths left but share price is hardly moving and need to wait next qtr announcement which will be on 23 Aug, which is just in time I guess :-) all the best...... rest of warrants all trading 20% premium and above

i dont understand how a RM5billion turnover company can only issue a RM1.1m profit for the quarter, and worse show negative operating cashflow of RM411m..... looks like they are paying holding company advances which shows large negative trade creditors outflow, rather than paying dividend..... former helps main shareholders hmmm

hibiscus is amazing, in the last 2 qtrs it earned 12.72 and 12.71c per quarter, and annualised thats 4.8x PER !!! which is so low, brent was in the range of 82-86/bbl.... well now its averaging about 81-82 but still respectable. The production of oil can only increase hereon.... so much much potential for this little flower

calvin..... let me comment on the few pointers you have raised 1) you talk about plantation counters being taken private, last minute price increase and you are so happy as if you predicted it? well u did not predict it just so happened that these counters are so lowly valued that the owners taken them private, so key message here is counters are valued lowly, 2) you talk about land banks, share priceis not about land bank, share price if Tsh is about business of making money from palm oil, therefore you need to prove they are increasing planation size or increasing yield, only then share price will move up..... it will not move up because it has large land banks??? 3) palm oil counters come under food industry, there is many many substitutes to palm oil so nothing to shout about....... you talk about palm oil companies in nigeria going thru bull run, well show prove.... u just talk without prove. But i shd mention that palm oil just like many stable counters do offer good dividend returns but they are onlt good dividend returns there is no material price appreciation.... 4) while u keep promoting Tsh and land banks, there are so many counters out there that is making money paying dividend and price increasing and you are missing out on these opportunities... 5) u say statements like 70% of indonesian palm oil will be used as biodiesel where u got this from show proof .... and how does this statement help Tsh share price increase??? ...... you ned to do some soul searching buddy, honestly i admire you resiliance and tenacity but its misplaced, all these energy of yours can be put to better use..... cheers calvin and :-) peace

@calvintaneng ..... i think the other counters u are promoting dufu and likes they are fine, but again i see lack of detailed analysis in your conclusions, and as for ytl power the growth is due to very clear reasons, organic growth and also M&A, its PER is about 12x now andlots of room for further growth...... but Tsh has no growth story to tell, just holding land in the jungle alone is not enough, there must be plan to convert this to palm oil ..... try to build some credibility on your side, spend some time do proper research rather then hearsay...... and lastly stop promoting oil palms shares and expect exponential growth, its not there ..... its food sector industry, india and china will never let palm oil price increase in 3 or 4 times..... theer are many substitutes..... :0-) peace buddy

@calvintaneng .... why do you say things like this,,, Tsh one day will rise to RM5.00?? What is your analysis what is the basis (one off land sale and one off profits do not drive share price.... but sustainable organic or M&A will drive share price)? 2 years ago I see you here saying same thing.... now is 2 years forward. TSH is in a steady palm oil business, there is no super duper profit to be made.... the current PER of 18-20x is also very high already. Why do you keep harping on Tsh and also oil palm counters? Whats your incentive? What drives you to do this? Are you getting paid to promote? Help everyone out here pls..... :-) peace

@xiaoeh ..... LOL yes you are right, long way to go..... reminds me of hindustan movies, the hero always gets bashed first and in the end ...... he win, and police (as usual) come at the end only when action over :-) heeee..... weeks and mths are in early days.... got it :-) all the best to @Michael kwok .... peace

Amazingly alam has reported a 18.5m profit, against YoY loss of 11m, and QoQ profit of 2.7m..... but part of the 18.5m profit is an exceptional items gains of 15m that seems to be a one off gain perhaps sale of assets? Otherwise the profit is only 3.5m..... not all that impressive, but on the road to recovery.... surely the current share price is unjustified :-)

@Michael Kwok .... apologies if I am getting this wrong, but is this you at the bottom of the following list?
https://klse.i3investor.com/web/blog/detail/stock_pick_2024/2024-05-31-story-h-160596054-Stock_Pick_Year_2024_31_May_Result

tex announced a strong Q1 profit of 7m.... but thats because it earned other income of RM20m from sale of assets?? Otherwise..... it shd have been RM13 loss? Can someone explain this?

power issue - Located 30km from Singapore in the Iskandar region of Johor, the YTL Green Data Center Park will be powered by a 500MW solar farm, offering diversity in power and connectivity on a large industrial site, of which 275 acres will be dedicated towards data centre development
water issue - just bought over Ranhill, which owns the water rights in Johor..... once the corruption allegations and any wrong doings are weeded out, next step will be to increase capacity and improve services lastly....
maybe even revive the 1,000-1,400MW combined cycle power plant project that YTLP pulled out in 2014 along with TNB after cronyism direct awarding allegations surfaced.... :-) peace

on the subject of HSR .... i can gladly say not to worry for YTL shareholders, today YTL is the closest msian company to the actual with regards to experience, YTL runs the (only) ERL link (high-speed 57- kilometre KLIA Ekspres and KLIA Transit services between KL Sentral Station and KLIA), and electrified double track project from gemas to JB..... YTL is the closest to the actual HSR in terms of experience, that being said HSR is a huge project that will most probably be carved out nevertheless, rest assured YTL will have its portion, if not the largest portion which will be from melaka onwards to JB (to say the least).... that explains the focus of YTL/YTLP in Johor..... and all these is being conducted via SIPP Energy - which is a YTL 70% subsidiary..... and who is SIPP? This i will leave you to your research (plain to say its owned by THE man himself, the numero uno in Johor.... and very recently elected to numero uno of Malaysia) ... :-) peace

interesting to read many of the comments here especially on LKT's salary package and @Riaz1954 @mushimushi .... but what LKT is doing is well within his rights as the owner of the Group and all approved by the BOD, and this is not new its been there for ages.... the question is why do minority shareholders still place high trust in the company then? This u shd ask yourselves.... in my audit days I have covered genting AGMs, and believe me the company makes it so hard to attend it and the pastries offered are worse than the mamaks :-) heeee..... also the sessions are held at menara genting, and do you know that menara genting parking has no maximum fee..... if you park 2 hours its like RM30, 5 hours its like RM90..... if you park overnight can reach RM400-450.... hahaha well thats their trick, so against minority shareholders attending AGM.... but yet people invest in genting, so the question beckons WHY??

https://www.businesstoday.com.my/2022/03/10/93363/
what happened to this project? kedah and its MB sanusi was so excited....

PAT decreased to RM677.9 million from RM930.9 million in the previous corresponding period, lower by 27.2% or RM253.0 million. This decrease was primarily due to foreign exchange translation loss and tax expenses recognised in the current quarter. QoQ saw increase in PAT by RM153m which is good.... overall I would say satis factory performance.... any drop is share price is good time for re-entry due to its huge potential ahead but to me mindful of the manjung plant outage (loss of RM400m revenue per annum)... cheers

at its height dato karim owned about 772m shares in SD, and it was priced at RM1.80 just before KPMG issued the disclaimer... thats RM1.4billion !!! later on DK sold or was forced-sold about 5.15millin shares at 15c each..... a whopping drop in value by 92% !!! Yet this sale netted him 5.15m x RM0.15 = RM772,500..... at least still money, today whats the share worth ???

Serba Dinamik Holdings Bhd will be removed from the Official List of Bursa Malaysia Securities Bhd effective June 5 ..... finally Drama Minggu Ini comes to an end, wonder how bursa and SC can allow this to happen.... fraudulent activities from left right, where even the auditors were not spared.... and the guilty walks free with a slap on the wrist... :-(

@Weechichi .... billing is based on contract completion stages, company has option lets say 30% completion during the quarter and YTD is 95%, they can raise only 20% billing and recognise the 20% associated cost.... instead of 30% and reserve the 10% for next qtr.... rather than bill 30% this qtr and then 0% next qtr

singapore operations truly helped..... all other sectors showed lower profit QoQ, except sing where increase was almost 500m of the 2.5b PBT..... we can all thank the sing gamblers :-)

amazing results ..... PBT of 1.38b compared to YoY 0.6b and QoQ 0.9b..... increase of 130% and 53% ... syabas, tom can fly :-)

GenM results..... PBT 116m, YoY 41m, but QoQ 294m, PBT drop by 178m or 61% compared to QoQ.... not up to expectation :-(

GenM results..... PBT 116m, YoY 41m, but QoQ 294m, PBT drop by 178m or 61% compared to QoQ.... not up to expectation :-(

sendai shd have considered this delayed billing factor in their reporting timeline, if this was so then why release 44m profit in last last qtr? Cant they just have reserved some revenue for this (last) qtr? Holding cost is not allowed, but holding revenue surely can.... if this is how they report, price will be topsy turvy..... market is not guaranteed that these so called secured project will guarantee profitability? Once u reported 44m profit..... market will surely want to see this or similar in next qtr..... price wud have already incorporated this expectation mah

The Group reported revenue and profit before tax of RM399.7 million and RM7.5 million respectively in
the current quarter as compared to revenue of RM522.5 million and Profit before tax of RM36.9 million
in the immediately preceding Quarter...... this will be painful :-(

good analysis @i3gambler and @Thirai Thiraviam ..... im planning to enter HLFG mainly due to its low PER, based on current qtr eps of 72.1c, this works out to T4 PER of 6.06x.... which is so low!!! Or shd I just get into Ambank and RHB? Objective..... recession prove investment into financial services

RM511m profit ..... which is good :-) guesstimate ony :-)

Check out the Corp Proposal : The buyer — AirAsia Group or NewCo — will take over the listing status of AAX, and hence hold both the acquired AirAsia operations, and the long haul business currently under AAX. Capital A has also proposed to distribute 73.33% of the NewCo shares to its shareholders via capital reduction (RM2.2 billion worth, based on transaction price of RM1.30 apiece). So there will be capital reduction.
An entitled Capital A shareholder would receive up to 397 NewCo shares for each 1,000 Capital A shares held, depending on Capital A’s shares based on the entitlement date. Capital A plans to obtain Bursa Securities approval for the sale of its aviation business in June, and to announce its Practice Note 17 (PN17) regularisation plan that same month. ...... I just wonder what will be CapA's revenue and business model moving ahead then, since it has sold off its business to NewCo? Hmmm..... perhaps just div income? I guess just need to wait till june to find out....

1 day before results announcement and yet little interest in buying momentum.... any takes from anyone?

The average water tariff in Johor for the first 35 m3 per month will increase by 22.9%, equivalent to RM0.29 per m3 .... this started on either Jan or Feb 2024, its only initial stage.... over the months this increase will be seen in the improved profits... not to mention the increased consumption coming from DCs and general population increase. Maybe at some time can sell water to Sing... alongside power sale by YTLP to Sing..... all in due time; meanwhile - we invest in it.... Ranhill in not valued at 0.995 or 1.30 or 1.70.... but what it can make in the future piggy-backing YTLP :-) peace

ok ok putting all these numbers, and lease liabilities etc etc...... AA is the best low budget airlines in the world, I have many options to choose for flights, but end up with AA as its cheap :-) LOL .... and service is not all that bad (what do you expect if paying cheap, as long as plane dont fall off sky)..... covid put a spanner into AA works, and today they are recovering..... travel is booming, airports printing money (recently Khazanah, EPF, GIP, ADAI made general offer for MAHB - what does it say??) and banks are lining up to provide financing what else as an investor do you need ??? But I will agree that "time" is the cost here..... shd I put my money in AA or YTLP (LOL).... which will give me the expected returns over "time" as recovery takes "time" and do you have the "time".... sometimes I wish there was a price for time..... as then I can "buy" time..... p/s :buying time-telekom is not the same:-) cheers.....

PAT YoY : Loss -244m compared to 26m profit, but if excluding forex loss, then its 126m profit, increase by almost 5-fold; cash generated from operating activities 789m compared to 528m increase by 49%; EBITDA of 1billion compared to 0.5billion, increase by 100%.... pretty impressive overall... on the road to recovery :-)

room#4 better have good services ..... happy ending type :-) cheers LOL

flashback..... company was called Sunrise Bhd headed by the likes of Datuk Tong Kooi Ong, Tan Sri Danny Tan Chee Sing and Datuk Allan Lim.... were the original builders of Mont Kiara, from MK1 back in mid 1990s to I believe MK11 sometime 2010s, wonderful builder of condos.... and then came UEM and gobbled it up, today they dont build much..... being govt just acquire state land and sell ..... acquire and sell, how difficult is that? Yet manages only paltry profit if any..... wonder what the Board and management of this company does? Wish it had the glory days of Sunrise Bhd :-) peace

@Kim ... thx for confirmation, its not the fine that is the only issue..... lagenda may have also acquired these so called illegal conversion land, and need to return back to perak state..... dont know how many parcels involved?

somehow RHB and Ambank has been the step-child within the financial sector, with Maybank, PBB and CIMB getting all the limelight, even HLFG has only 7x PER.... go figure :-) peace

Comparing with mcement is good due to similar business lines, but to note that share price is reflective of future earnings and potential and not purely current earnings, therefore has to be seen with a pinch of salt. Hong Leong Group has its own version of high PER company as well for example MPI, with current PER of 90!!! Therefore this share price is cheap is not fully true....

in the current Qtr financials, while the increase in revenue and profit is impressive, the 56m odd revenue for the qtr also resulted in about 30m increase in trade receivable..... unless there is a clear reason fro this increase (which is not stated in the financials) it early sign of over-estimation of revenue which are not in cash but re-booked as receivables.... to be careful :-) cheers

who was arrested? Was it Datuk Jimmy Doh? statement says 44 year old.... and he is around that age?

at 28c now, the PER based on last qtr earnings annualised, is 11.6x which is reasonable..... but company is mired in controversy, epicon is owned by Dato Doh, and formerly known as KTB, which was originally owned by Nadzmi Salleh (Nadi) who sold KTB to Dato Doh, and in return bus operations of KTB was sole back to Nadzmi (Nadi) and amount of RM51m owing from KTB to Nadi absolved, and now Nadi via Agro Business is in trouble..... and how this is related to epicon.... God Knows :-(

its good to see ranhill hit a low of 1.23 and now at 1.41 ..... sign of a good fundamentals company, even tho largest shareholder sold at 0.995 but market thinks otherwise, as they say in football the ball is round, it can go either way as the market sees it.... acquisition is symbiotic to all parties including Hamdan, well done :-) peace

it is interesting to note that the entity undertaking the MTO is a company called SIPP or SIPP Power, in which YTLP has 70% interest, well who then owns the remaining 30% ?? My initial checks says HRH sultan of johor, but seems not directly at least, then this name appears Daing A Malek Daing A Rahaman, a proxy perhaps? ..... and SIPP today with YTL has multiple projects from the buying of the Kulai land to ERL project..... anything to do in Johor, YTL partners SIPP.... what a symbiotic relationship :-) peace

so ytl shareholders amacam? subsidiary company ytlp wil be suspended tom, and they forgot to suspend ytl as well..... so we just goyang2 lah tom morning :-) LOL

@stevenckheng ..... it can be simple takeover or takeover with no intention to remain listing status, only if latter then you need to sell - in the market during trading days - otherwise can keep or sell if the price is right

Agjl is right,,,,, wll it be good for ytlp? looking at malaysian MGO law, ytlp may have further acquired shares from smaller shareholders to trigger a MGO of which then they have to make an offer... the first block of 18% was acquired at only 58c not too long ago..... what a deal!!! in the making..... :-)

if ytl power suspended, then ytl shd be suspended too as its 55% of ytlp? ....hopefully its good news for both and not just ranhill..... cud it be listing of ranhill energy? which was earlier nsaborted? .... sustension makes more suspense :-) peace

EPS 0.80 with QoQ -58% and YoY -7% ....

wow some amazing data... LKT's salary in 2023 was RM114m per annum lower than the RM129m in 2022. Total remuneration plus bonuses in 2023 came up to RM162m compared to RM188m in 2022. These are from the group operations.... 162/12 = 12.5m a mth :-)

re-rating by CGS ....

https://www.businesstoday.com.my/2024/05/27/profit-decline-signals-need-for-ytl-power-international-to-take-a-breather/

ok liquidated position, QoQ revenue came higher by 46% from 44.2m to 64,.8m impressive, but PBT was lower by 0.6m or -17% mainly due to non-recurring listing expenses, otherwise PBT would have been higher by 8%. Not sure why the 46% increase in revenue did not result in equivalent increase in PBT before listing expenses?? Live to hunt another day...... happy hunting, peace

Disappointing earnings, YoY increase by 23% but QoQ decrease by 34% .... peace