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2018-01-31 01:50 | Report Abuse
Could be downwards. Dow dropping big today.
2018-01-30 20:38 | Report Abuse
momo Thanks for the list.
Chang24 Something is surely brewing. Good to see very few sellers. Should bounce quick with some good results or news.
2018-01-23 23:51 | Report Abuse
IF pasir gudang can renew PPA, YTLPOWR will fly.
2018-01-23 23:50 | Report Abuse
They have a new 3 year PPA for PAKA, it would be nice if can get something for Pasir Gudang.
2018-01-23 23:48 | Report Abuse
Since these trains run on electricity, don't they need YTLPOWR ? I hope so.
2018-01-23 21:02 | Report Abuse
I have never heard of him selling his shares. Even after hit the limit, he is still buying. Ha! Ha! I really like this chief. I am happy to be a shareholder in his business. Just bought more TA today.
2018-01-23 09:31 | Report Abuse
Buyers on standby!! Who want to sell cheap? come come
2018-01-22 21:40 | Report Abuse
Looks like YTL HSR is something that could be used by YTL to one day list and raise funds for rail projects. It is all about the ability to raise low cost financing.
2018-01-22 21:27 | Report Abuse
Ha! Ha! That is wonderful. We need Tony on our side.
2018-01-20 01:57 | Report Abuse
They have been planning for many years. Maybe now the time has come.
2018-01-19 21:56 | Report Abuse
When insider see 38 sen as a good bargain, outsider still not interested at lower price. Since Tony cannot buy some more and retail investors not showing much interest, He could possibly offer some kacang putih price and privatize this counter. He could do it directly himselves or through TA Enterprise. If TA does it (they have the funds to do it), the next move could be to list a hospitality REIT to unlock value and also reward all investors including the family with a handsome dividend every quarter while paying much lower tax in the process. Less to the taxman and higher dividends. Oh yeah !!
2018-01-18 07:34 | Report Abuse
In my opinion there will come a time when the stockbroking business would need to be separated from properties and the possibility of distributing Tagb shares to TA shareholders. Once separated the stockbroking business can proceed to do an M & A with a large financial institution (is syariah compliant since May 2017) or maybe get sold off. The undervalued properties of Tagb can then go through a re-evaluation exercise, followed by launching a REIT to further separate the hospitality business from construction business. Sunway is a great example. I am hoping for this.
2018-01-18 07:34 | Report Abuse
In my opinion there will come a time when the stockbroking business would need to be separated from properties and the possibility of distributing Tagb shares to TA shareholders. Once separated the stockbroking business can proceed to do an M & A with a large financial institution (is syariah compliant since May 2017) or maybe get sold off. The undervalued properties of Tagb can then go through a re-evaluation exercise, followed by launching a REIT to further separate the hospitality business from construction business. Sunway is a great example. I am hoping for this.
2018-01-17 20:07 | Report Abuse
Lukesharewalker made a good point. Tony don't buy, maybe share price comes down. Let's see.
2018-01-17 19:55 | Report Abuse
This is a very very interesting development. Need to have at least 25% in the open market.
2018-01-17 11:25 | Report Abuse
momo Here are the numbers. Tagb total number of shares = 5,322,000,000 or 5.322B
TA owns 60.1748% of Tagb. That is 3,202,000,000 or 3.202B shares
TA total number of shares = 1,712,000,000 or 1.712B shares
Shares of Tagb that TA owns divided by total number of TA shares is
3,202,000,000 / 1,712,000,000 = 1.87
So for every TA share that you own, it owns 1.87 Tagb shares.
So if Tagb is at 38 sen then 1.87 x 0.38 = 0.71 or 71 sen
There you see !!
TA Enterprise is selling for less than what it owns of Tagb. The rest of TA enterprise is
absolutely free for investors. Hard to believe but absolutely true.
That is the reason I sold all my Tagb shares and bought TA Enterprise.
If you are still not sure, I encourage you to contact TA Enterprise and ask them if the above
calculation is true or not.
If anyone still don't agree, tell me why.
2018-01-16 23:51 | Report Abuse
Very good assets. Tagb is a diamond in the rough. Polish it and it shall shine brilliantly. The low price is making the investment community at large not notice it. When it does rise higher which should happen over the next two quarterly results, it is going to be too late for many. The horse would have left. I have invested bigly in TA as it gives me both with just one investment. (2 birds with one stone). Every TA share holds 1.8 Tagb shares by virtue of it's 60 % stake. Surprisingly that is TA share price. 0.38 x 1.8 = 0.685 The rest of TA is absolutely FREE !!
2018-01-16 21:46 | Report Abuse
momo It is actually quite easy for TA to take it private. If they offer 55 sen each, it would cost about RM 1.2 B , which is not much. I would prefer they offer a 1:1 Reit at a low offer price of 10 sen each. In that way TAGB can raise RM500M + to further reduce debt or fund and operate more hotels. Debt is currently being reduced from about 2.5B to about 1.9B with proceeds from little bay sale. I see interesting times ahead.
2018-01-15 21:13 | Report Abuse
@3:36PM volume shoot up by 2+ Million again. WOW !!
2018-01-15 03:22 | Report Abuse
At this juncture small investment maybe. Prepare for win or lose.
2018-01-15 03:19 | Report Abuse
Be informed !! The case is to be heard Jan 16, 2018. After which even if Malton wins, it can still drag on and on. The residents of TTDI not likely to give up so easily.
https://www.propertyguru.com.my/property-news/2017/12/166777/battle-is-far-from-over-ttdi-residents-to-continue-legal-battle-after-kl-high-court-dismissed-stay-application
2018-01-13 08:05 | Report Abuse
villa1668 Thank you for the detailed information. Your contribution is greatly appreciated.
Wish you big success Bro.
2018-01-12 21:38 | Report Abuse
@ 4:33PM volume suddenly shoot up by 2 million shares. WOW !!
On Jan 23 there is a briefing on HSR by Gov't. From what I have gathered, Singapore and Malaysia going to form one team to handle the whole project instead of the previous idea of constructing individually in respective country. I can now see YTL joining a consortium from both sides + China to form an unbeatable bid.
An announcement of this team is what I am looking forward to. Even though the project is expected to be awarded to winning bid only at end of year, the formation and announcement of a consortium with YTL as one of the players should give this stock another major boost and of course an official announcement of Gemas - JB project award. Holding tight.
2018-01-12 21:19 | Report Abuse
Too bad Tony cannot support TA price as he is already close to his limit. If not I am pretty sure he would buy and buy.
2018-01-12 21:15 | Report Abuse
Even Warren Buffett will look at this and hold his head in disbelief.
2018-01-12 21:11 | Report Abuse
TAGB @ 38 sen , 0.38 x 1.8 = 68.4 sen That is just the share of TA in TAGB. The rest of TA business namely stock broking and investments are all for FREE !!! What can we say some more if not maybe the most undervalued stock in Bursa ??
2018-01-12 17:30 | Report Abuse
Came down then bounce back, Ha! Ha! Solid performance.
2018-01-12 17:27 | Report Abuse
Wing23 JV with tabung doing what? HSR JV ?
2018-01-11 08:22 | Report Abuse
look forward to it. This counter deserves to see better times.
2018-01-10 23:35 | Report Abuse
Tomorrow can paocha through 70 sen or not ?
2018-01-03 22:18 | Report Abuse
takashi86 Thanks for sharing your views. If they have indeed converted investments into cash then there has got to be something big coming, I agree with you. My guess is the funds could be used to privatize YTLPOWR or more interestingly use funds to make a formidable bid for HSR. Good luck to you.
2018-01-03 10:31 | Report Abuse
takashi86 Where did you get your information ??
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5637125
EPF as according to the latest announcement holds a 6.29 % stake in YTL Corp.
2018-01-03 10:18 | Report Abuse
Next week could be interesting for TAGB and TA if payment from little bay disposal is in as anticipated on Jan 10.
2018-01-03 10:17 | Report Abuse
Next week could be interesting for TAGB and TA if payment from little bay disposal is in as anticipated on Jan 10.
2017-12-19 21:44 | Report Abuse
Tagb at 36 sen and TA should be at minimum of 36 x 1.8 = 64.8 sen
This does not include it's own value. So you see TA is at a very large discount.
2017-12-19 21:40 | Report Abuse
If Tagb holds up, TA cannot go down. It is already trading at a discount. Every TA share holds about 1.8 Tagb shares !! So no way it will go down on it's own.
2017-12-16 04:56 | Report Abuse
In my opinion, City hall may end up paying the developer costs and closing the development as Rimba park may not be open to any development whatsoever. With elections coming this case could be a hot potato. Any final decision may only be concluded after. Again in my opinion and I could be wrong, expecting final word after mid 2018. Meanwhile this stock could be dancing about quite a bit. A speculative buy, quite like a casino for now.
2017-12-16 04:46 | Report Abuse
The case is not over. It is to be heard Jan 16 2018. What the court dismissed is a stay on development which the TTDI residents association was asking for.. This does not mean the case is over. The whole thing including appeals and counter appeals could take many months.
2017-12-15 10:36 | Report Abuse
If he spread false rumours I will personally samuraikiri the burger and turn him into sushi dumplings.
2017-12-15 09:56 | Report Abuse
Since this sub con for Gemas to JB double track line is going to be with China Railways and partners, then there is the possibility of YTL doing JV with this same consortium to make a formidable bid for HSR.
2017-12-15 09:43 | Report Abuse
Still waiiiiiiiiiiiiiiiiiiiiting for official announcement. Need details for next leg up. Maybe next week?
2017-12-14 21:20 | Report Abuse
Go to YTL CORP you will see the good news. Rail project, Gemas to JB. I suppose YTLPOWR also benefits from YTL CORP business.
2017-12-14 21:17 | Report Abuse
nkk53 LOL!! That's true. Thanks to epf for helping to create extraordinary bargain. Cheers!!
Stock: [TA]: TA ENTERPRISE BHD
2018-01-31 09:05 | Report Abuse
with Bursa closed wed and thurs, hopefully market sentiment improves in the meantime. I hope there is no major selloff. TA and TAGB are already very lowly priced.