takashi86

takashi86 | Joined since 2015-09-22

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Stock

2017-11-27 10:29 | Report Abuse

If Gemas is secure, it will be a huge turning point for ytl, but i really not sure. As gemas major authority involve other than federal, is johore state, but previously ytl power turned down joint venture with SIPP for a power station, and SIPP belongs to johore sultan.

Francis is well known for bargain assets hunting, but i nvr heard he is good in lobbying and politic plays.

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2017-11-27 10:25 | Report Abuse

Lol...so far, i heard so many ppl know even the ceo when they buy the share.

Market dun like uncertainty, as long as gemas is not appointed, ytl is stagnant, bear in mind, francis made the "crownies" speech few years back...he upset not only mahathir, but najib too.

Tats why ytl lack of government projects in recent years, look at supermax, how government used the political revenge.

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2017-11-26 19:11 | Report Abuse

If this is the share price reflect ytl after signed for gemas double track project, i am really depress...

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2017-11-26 19:10 | Report Abuse

@wing23, do u have any link that ytl signed contract for gemas project?

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2017-11-23 18:18 | Report Abuse

Just my guess...

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2017-11-23 18:17 | Report Abuse

Gemas not finalize lah...but now YTL stand better chance to bid for government project, as it is not about visibilty as mentioned, is government no fund to issue project like mrt 1 & 2...

They nid turnkey and concession type of contractor...which means not governemnt pay u in progress...is u work then pay like instalment, or give u the right to charge like PLUS h.way.

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2017-11-23 18:13 | Report Abuse

@rocketflyfly, tis is QR, not annual financial report.

Normally all will be consolidated in annual report.

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2017-11-21 09:55 | Report Abuse

I hope ytl drop to RM1 now, cause ppl like yongch, must just dump and cut lost, his comments shown his speculate behaviour...by tat time he will pop up and curse and vanish in ytl here...

Dude, dun ever expect buy at lowest and sell at highest, u will mad one day.

Holding power is the key to have the last laugh in share market.

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2017-11-21 09:48 | Report Abuse

There r ows lousy loser like yongch, leaving all the bad comments at the beginning, and buy the share which he think is at lowest price, then deleted all the comments.

I saw many of this character, i named them naive speculator.

This forum, is to share info bout a stock, if you think leaving bad comment caused ytl to drop, u r wrong, if u think u bought at lowest price, u r in big mistake.

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2017-11-18 20:04 | Report Abuse

Yongch,你说的完全符合商人和数学逻辑,
但你有算过要全面收购ytl和全部子公司的价值吗?

以现在的市价来算,把杨家没有的其余股票收购至少要160亿,好吧,就跌到一半吧,ytl。。。ytlpower,ytl land全部跌多一半,也要80亿哦。

你觉得杨家有本事收购还是先被外国集团收购呢??

股票跌,明显有人在做市,两个月左右,就会懂什么事了。

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2017-11-17 19:51 | Report Abuse

QR normally november end...
But dun hope too much, cement still big drag...

But normally before agm...share will goes up abit.

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2017-11-14 17:11 | Report Abuse

It is ytl chairman seat still vacant??

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2017-11-08 14:06 | Report Abuse

Everyday will ask same question...

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2017-11-08 14:06 | Report Abuse

Friday oni will get...every1 so eager to sell it is??

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2017-11-08 13:08 | Report Abuse

Profit is not impressive, in fact...declining few years d...

If able to get Gemas is good...but MRT3 if able to be the turnkey contractor...even better...lol

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2017-11-07 14:31 | Report Abuse

Hope u r not another calvin tan

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2017-11-07 14:31 | Report Abuse

Ks55...dun simply give false info...

Market will decide the price for a share, ur hard promote wont affect abit at all.

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2017-11-01 16:26 | Report Abuse

Aiyo...no more bullet tim...

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2017-10-31 17:17 | Report Abuse

Matched 200 lots@ RM1.27.

Pray...pray...hopefully not internal family quarrel like genting...

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2017-10-30 10:44 | Report Abuse

If within this half year still unable to clinch any contract from gov...means ytl can just delisted and go list at uk or sg thr...

Listed here as major turnkey main con, but unable to secure any mega projects in malaysia...more than 60% revenue from oversea pulak...dun simply make statement bout crowny anymore dear francis...look at supermax...

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2017-10-20 20:08 | Report Abuse

Before EPF buying...ytl's sons and daughters ady sapu-ing...chairman seat cant be empty too long, hopefully can announce asap...otheriwse, sumthing is fishy among them...hopefully tan chong history wont repeat...

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2017-10-11 21:36 | Report Abuse

After missed out MRT and several big infra project...

Ytl still no news in bidding HSR?

Come on, Gkent ady partner vf Siemens to bid for HSR, whats goin on??

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2017-08-11 12:15 | Report Abuse

Oic.
Drb u still holding?

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2017-08-11 12:14 | Report Abuse

Dun fight vf cw issuer!

The current sentimental just provide great opportunity for those IB to push even lower, be careful, dun fight stone vf egg.

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2017-08-11 11:53 | Report Abuse

Market is directionless...
Still ask ppl buy more??

Dun so cruel n heartless.

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2017-07-19 13:31 | Report Abuse

If government funds can keep on sapu then might be okay...but look b to past 3 years, i think oni 1 time cw expired can sustain, all the time drop so much.

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2017-07-19 13:29 | Report Abuse

August is quite critical month, june report gonna release...and many CWss gonna expired.

Just be careful.

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2017-07-16 20:18 | Report Abuse

I tot last time ytlp hv a court case vf Petronas??
How come no more news?

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2017-07-16 20:17 | Report Abuse

Is hidden gem in fact...and lower is sure buy...

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2017-07-14 19:56 | Report Abuse

August coming soon...
I think for june financial will be in deep red, as proton 49.9% been sold in huge lost if compare to the acquisation price, even Lotus also needs to write off loan tat drb given in previous years.

Bear in mind, public listed account nid to follow rules...Pos share wont help even abit, as no nid to revalue stated by SC as no major changes in the share now.

After this qr, might sink more, but bright day will come, maybe after October...

Still, drb is goreng stock, until the fundamental is changing, and share price more stabilize then can slowly b a blue chip, how long?

No one knows...dun time the market.

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2017-07-11 14:04 | Report Abuse

If u checked their annual report, the borrowings they have, lets say loan to finance SG seraya, is in sg dollar terms, n indon plants r in US dollar terms, they take loans based on the local receivable currency, n is colleteral to the assets itself. Which means if crisis occurs, they no nid to cover the loans by cash reserve...n the cash they holding now, is hard cash.

Which means harms is minimal. Tats y management been generous declared 10 cents dividend previously.

Unlike others companies, which take loan in US dollar, but biz is dealing in MYR.

But they r not committed for 10 cents dividend policy, and i think they r hunting sum infrastructure project at the market now.

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2017-07-11 13:19 | Report Abuse

Sold 80% drb share and switch to ytlp now...
Mayb the 10 cents dividend wont happen tis year, but ytl's YES ady ended burning money stage...
And indonesia & jordan plant gonna kick in 2-3 years time.
Sitting on huge cash pile for acquisation...

But didnt expect much on SG desalination plant, as 2 out of 4 r SG GLCs linked companies.

YTLP is my biggest portfolio now...may force b vf me, lol...

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2017-07-11 13:13 | Report Abuse

All government funds is pulling out from GLCs stocks now...
As crude is unstable now, and china premier coming on Oct, for those expect any turnaround in near term, dun hope high...as election wont commence, not until xi jinping visit...
As i mentioned earlier, drb is highly fluactute, can soar high or dip low, short term pls avoid...there is ows chance to come b.
For long term investor, then nvm.

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2017-07-10 22:31 | Report Abuse

Macquaries CW lining up to expired at 2H 2017,
so far not much exciting news...
If u r short term trader, hv to be careful, the share price might sudden drop, but if u hv holding power like 2 years, then nvm.

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2017-06-29 17:12 | Report Abuse

10 cents dividend tis year?
Sit on huge cash piles...but nothing to buy at the market...
Sad...

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2017-06-28 15:13 | Report Abuse

April-June qr should be in dark red...
Just curious tis year still got dividend?

From 6 cents dropped to 2 cents last year...

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2017-06-23 15:36 | Report Abuse

Dun think too much, as 4 days holidays coming, just sit b and relax, wait for all those "professional" IBsss to release their reports and comments...

I think HLIB will be the very first to release report, as they r giving the highest TP in the market now...

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2017-06-23 14:30 | Report Abuse

Im quite speechless...mayb drb did checked tis forum, instead of not making sense of rm600 million SUV boyue injection, they adjusted to rm290 million now...

But cash still the same at rm170 million...aiya, at least got some1 share proton half loss is great sign...

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2017-06-23 14:22 | Report Abuse

Zhejiang Geely is buying the Proton stake for RM460.30mil, of which RM170mil is cash and the remaining RM290m will be in form of a transfer of the former's sports utility vehicle (SUV) platform Boyue for RM290mil.
Read more at http://www.thestar.com.my/business/business-news/2017/06/23/drb-hicom-and-zhejiang-geely-ink-final-contract-for-proton-lotus/#S8IZiC8XM0pkDhm6.99

As for the Lotus stake, Zhejiang Geely will be paying 100mil pound sterling (RM540mil) to Proton for the 51% stake.
Read more at http://www.thestar.com.my/business/business-news/2017/06/23/drb-hicom-and-zhejiang-geely-ink-final-contract-for-proton-lotus/#S8IZiC8XM0pkDhm6.99

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2017-06-22 22:20 | Report Abuse

Rm1.1 billion grant will release once agreement signed...

Now the only issue is the terms vf geely, hope is good...RM600 million to get geely old model SUV is too much...hope drb is smart enough to get at least RM250-300 million cash from geely...

DRB used almost rm3 billion to take over proton and accumulated lost till now...

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2017-06-22 17:04 | Report Abuse

VT supports wrong camp...too loyal to tun m d...
Is political revenge...

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2017-06-22 15:23 | Report Abuse

Coal drop, crude drop, gas drop...ytlp material cost.

Usd and gbp stronger, ytlp main income currency.

Is great~~

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2017-06-21 19:19 | Report Abuse

Hopefully...finally...eventually...happily...

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2017-06-21 13:21 | Report Abuse

Dun be too firm, look at IWC@ bdr malaysia case...

Ntg is really in concrete stake frens, geely biggest obstacle is to channel out the money from China to pay proton stake, smtg must be not right at the moment, as during the announcement, drb ceo firmly said rm170 mill cash + rm600 mill suv injection for geely to take proton 49.9% stake, but few days b, they changed tune, said merely assumption for tat figure...

Political oso involved, tun m & tony pua keep on critic the deal oso made things worse.

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2017-06-20 18:19 | Report Abuse

I kept drb share for almost 3 years...im firm to say, this stock is for bankers n political plays...goreng stock...dun b surprise if sudden drop to 1.5 or surge to 2.0, tis drb can really fluactute in this range.

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2017-06-20 18:14 | Report Abuse

I think drb wont surge at the short term, not until sign vf geely and gov release rm1.1 billion grant...

I think most ppl know july will sign, but the point is when? Early...middle or end of july? Any1 got firm date? Nope...

In kind injection, not 600 million for Boyue, still under nego...so any1 knows its gonna be higher or lower? Whose dare to said must be lower for in kind? No one knows too...as Geely is the final bidder now, n proton ady run out of time, so geely has the final say now.

One thing for sure is Lotus was fully sold by DRB for 100million pound...but sterling pound keep dropping...

Uncertainty is hanging around DRB at the moment my friends, in stock market, ntg is certain.

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2017-06-18 20:32 | Report Abuse

By MITI statement, all money and grant shall receive after signing agreement with Geely, but when they gonna sign it?

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2017-06-16 22:07 | Report Abuse

C28 gonna expired on 30 June this month, as usual, issued by Macquarie.

Talked to a Volvo manager, he told tat Volvo has a factory at Shah Alam too, n upgraded few years back, very slim chance to shift to Tjg Malim.

Again, hope the MCA minister not syiok sendiri again, said so loud tat Volvo will operate at tjg malim soon, but end up ntg happen.

If GE is postpone, most likely DRB wont so fast to move...EPF n LTH no longer majarity shareholders, mayb they hv some hidden agenda to push down & cause panic sell, then buy back again to manipulate the price...

Just like last year Sep-Nov, pushed till rm1.5, then let it dropped below RM1.

Better be careful...

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2017-06-15 18:03 | Report Abuse

By checking all BJC's subsidiaries, no way this coming quarter can be good, if the qr result is, then shd be some1 inside manipulate...if the result is damn good, nid to b extra careful, can goreng in short term, but must be very risky...