what the hell Sunway residential project awarded to Crest Builder and not Suncon?

https://theedgemalaysia.com/node/703459

https://theedgemalaysia.com/node/702658

similar pattern with its sunway/mother.

dividend 0.20 for 2024 and 2025. only 0.06 in 2024, the rest 0.14 will be in 2025.

yinson look very good on fundamental except for its cash flow and ROIC.

Miti has set up special committee to review the excess capacity for steel within Malaysia, target to present the comprehensive study within 6 months, let see what will they suggest.

https://theedgemalaysia.com/node/698355

no much benefit for a private company to fund the 100% of the HSR even with 100yrs of concession, bcz the population/traffic simply too low.. however YTL for sure will propose to be the 100% developer for the HSR station - Mall/hotel/office integrated buildings, so the loss from running the HSR can be compensated with profit from selling properties.

what happen to the share price?

the rise is either due to insider trading bcz of good Q2 result, or due to potential good news on infra project.

only left few days to end 2023, if want to announce COD, it should be earlier and not wait until last day isn't it?

for profit making/growth company, it make more sense use PE to measure the target price.

negative NAPS can be simply resolved by way of accounting.

the news is confusing, the title said 'add 5mil passenger' but the inside the news said 'up to 5mil passenger'? so which is true bcz it make huge difference.

may be good QR going to announce 30/9/23 , so insider buy in advance.

how u know? china fund invest in cypark?

i dun think HSR will have solid plan soon bcz without the govt fund, the project hard to be profitable and hence hard to be materialised.

YTL Power going to co develop the 45MW waste to energy plant cost RM4.5bil, so expensive?
previously cypark did the same plant 20MW at RM500mil, at most RM1bil.

can any1 clarify why the 45MW waste to energy plant need RM4.5bil so expensive?
previously cypark did the same plant 20MW at <RM1bil.

https://theedgemalaysia.com/node/680472

every tech counters result is bad/going down, how come Penta still can hav good result?

not bad, such a cap size can up 10% today bcz the QR.

eastern steel start a new plant that produce hot roll coil may threaten mycron .

new furnace ignited.

cypark really holland, cannot get a single award from NEDA Corporate Green Power Programme (CGPP) announced recently.

what a bad result. the mgm expect the worst is yet to come

who is UBS?

any1 noticed that chung started to unload his stock?

they make the provision bcz the new shareholder and chairmen wish to be more transparent and prudence, they prefer to make huge provision now to alert every1 including investor, shareholder, govt that there is chance that the company may need to pay for all these provision.

QR goiing release this week. stay tune.

cypark claim losses from government malaysia! rm60m

dragon, i do not want to debate with you as well on PM. i myself bought YTL back to 2020 and hold until today bcz i see how under value it is. And i nvr hold stake in PM too bcz for me its alwaz too expensive no matter how attractive he is. But we as investor alwayz neeed to challenge our own judgement on why we buy YTL, why we don't buy other stock? through comparison at professional way, get away the bias we may have on the stock we hold, and with this our knowledge/information relates to the stock will be deepen and further fortify our belief/confidence on the stock we hold.

i dun think u can take plantation to compare with PM. plantation itself is very cyclical sector, profit up and down, some even making losses. so therefore u will not see very high PE/PB for plantation sector. but for PM, if u look at the 10yrs revenue&profit trend u will notice that is was entirely different from plantation. PM is a very good growth, quality biz, and very good fundamental, every1 want it therefore is valuation is super high. if the company past 10yrs revenue and profit growth at cagr of >10% , yet you do not agree that it was growth, i got nothing to say.

Yes PM is commodity based company, but it able to perform/sustain in making profit thru out the year, look at those yrs where alluminium market price is very low like 2016 and 2020, we do not see PM turn into loss.

i dun think it right to compare YTL against PM for valuation prespective, no doubt PM is commodity based company that producing alluminium which look similar to YTL having Cement, utilities and etc biz, what make both of them differ is PM is a growth company but YTL is not. I means growth in term of it revenue and bottom line. the high valuation given by market to PM doesnt come free, the growth of the biz is sustainable even during covid. But if u look at YTL, it biz performance is not stable, some time make profit, some time losses, for sure this is not a growth biz.

coming QR should be bad , so the sell down happen yesterday.

is LSS2 at Kelantan COD?

faster grab malayan cement before the result release.

hume has announced excellent result, same will happen to ytl cement?

same auditors as serba woh

go and study how the LSS2 contract work before you talk about its potential/impact to financial. there is no revenue can be recognised even these project COD, only interest income, and slight O&M. my god, dun dream they will be recurring income generated from the sales of electricty. they are not the owner for LSS2.

dun spam all the old news. this cypark got a lot initiative here and there, but seldom realised. if u follow him long enough, u will know. i have follow him since IPO.

a lot of thing written in the QR is not correct, the MOU with Hua Wei ady lapsed. pity cypark does not have good accountant to do QR for them, i saw they got vacancy on finnace manager over jobstreet.

result out?

no matter how good is the genting highland business, GENM still will not make profit bcz of the losses from Empire Resort and Bimini.

is the Jordan oil shale plant going operate soon? where u hear it?

change CFO again.

I got rejected. and i have put the same amount into oppstar.

need to worry. bcz the oversea investment does not bear fruit , the income generated from all oversea is in negative all the while even long after covid.

new FRS ? ur FRS is Financial Reporting Standard? If yes, it has nothing to do with budget 2023 that going to be announced soon.