any1 realised the average selling price of the rebar start dropping.

y today dropped so much?

YTL power seraya - in the past 5 FY only earning about RM100m-200m of PBT. on what ground u think it can make EBITDA of SGD250-450 million? the oversupply issue in singapore could not be resolved easily and even it is, unlikely that Power Seraya can go back to those GLORY days.

5G - yes . with the SWN model, now the telco player will not require to incur for the huge capex, and improve the competitiveness among them to retail to end consumer and will certainly benefit small player like YTL. Having said that, the timing of the beauty of so called 5G will only contribute to the bottom line is questionable? yet at the level of >RM100 mil profit. think of the major telco players now, how much market share have they owned currently, and how solid these markets share are since it was built many yrs ago, easily 20 or even more? can YTL jz take the market share like that and get few hundred million profit, common sense tell it will not as easy as what u claimed and will take plenty years. in my view, 5g retail will only contribute <RM100mil/annum PBT for the 1st 3 yrs from now.

data centre power by solar - new biz venture that follow the current solar theme, but how much can it contribute to bottom line remain unknown. or do u know any company is ady doing this in malaysia/regional?

syarikat takaful malaysia (STM) used to be the market leader in family takaful market in malaysia since many years ago as mentioned in the yearly AR. but now it position is lost and become 2nd largest.

not biz drop 20%. i saying market share that takaful owned.

any1 realised that Dato Goh acquire Maybulk?

any1 realised that Dato Goh acquire Maybulk?

yes Muhibbah owned favelle abouot 60%, so it is up to the major shareholder to decide on how much dividend favelle to declare.

yes but the dividend that going to receive by muhibaah will not appear as 'accounting profit' , it will jz 'cash inflow' to muhibah.

any1 here realised that the market share of Family Takaful biz ady dropped to 20%?

if dropped to rm1 really is big discount

Pinehil does not has any shareholder own the shares more than 70%

https://www.theedgemarkets.com/article/capital-records-healthy-1q-load-factor-76

when will the WTE COD? ZZZzzzzzzzzzzzz

serba client is oversea/middle east. cypark client mostly is malaysia government related company. both serba and cypark also shared the same issue, which is the recoverability of its receivables. In serba case, the collection is in doubt bcz of the identity of the clients themselves are susceptible. In cypark case, the collection is slow (or rather i should said the collection not commence yet for its 2 LSS2 projects) bcz 2 of the LSS2/ 1 WTE project is not COD yet and has been dragged for quite long period. especially the WTE, supposed to be COD on Jan 2018, now has been delayed by more than 4 yrs.

i forgot to attend . miss it.

https://www.theedgemarkets.com/article/cypark-bags-rm74-mil-contract-road-upgrading-kl

ya its good if Sik ady COD and the kelantan 100 MWP oso COD soon, then we can expect the upcoming QR for the period from Nov 21 to Jan 22 will be better in term of operational cash flow, since once the LSS 2 COD, by right TNB will start paying the owner, and owner will pay operator.

am i right?

Investors must bear in mind that currently there is no more MCO lockdown and there is more construction activities. As a result, all the steel companies should be able to report better profit in the next few quarters.
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Yes, every 1 aware the economy will be better if the cases are in control. and almost all company can report better profit.

by 2/3/2022, they need to announced the regularisation plan.

im holding 15000 unit

I have some accounting query that cannot solved, hopes any 1 can help:

the contract assets is basically combine of 3 LSS2 project 50MWp each, which is yet to be COD bcz the amount never came down. (if COD, the amount will reduce and reclass to trade receivable).

LSS2 summary:
Terip, N.sembilan 50MWp
Sik, Kedah 50MWp
Kelinchi, N.sembilan 50MWp

question:
CRB early 2021 said 1 of the LSS2 project moved to Kelantan and COD ady. so if COD ady, why the contract asset nver reduced?

there are so many lands vacant around, y YTL wants to buy palm oil land? he cound buy other vacant land with lower value.

can i ask if i hold AA mother shares now 60,000 unit. mean i will automatically got the OR of 20,000 unit on 2/12/21 free of charge?

any1 know who is the investor for the PP?

SCIB auditor jz resigned. beware

when is the due date to subsribe the right issue?

i jz cannot understand why the mgm said very confident that they will win the LSS4 in the recent AR, which released 26/2/21. mean the mgm really got problem?

APM is a car spare part manufacturer... yes, no solar biz at all.. a lot other winer is LSS4 oso is newbie to the industry

what is APM Shock Absorbers Sdn Bhd doing?

cypark has been awarded since LSS1 until LSS3, and have used up the cash flow for all the past project not to mention WTE. and cypark financial position now make it very hard to borrow money again, so cypark cannot take up any huge project further. in addition, too many player compete this round (LSS4) and the bid price is very low which make it not so profitable as before. so these are the 2 reasons y cypark are out.

but the number of death in UK still increasing like no tml

https://www.theedgemarkets.com/article/here-mitis-list-essential-businesses

Hi, is producing of cement under 'essential'?

if extend, should have announce during budget right?

is this german? i thought is korean?

actually anti dumping that recently announed will not help Annjoo a lot right, bcz that is for flat coil, annjoo main product is long steel.

https://www.theedgemarkets.com/article/lion-industries-takes-over-china-property-developer-rm210m-debt-settlement-lion-diversified

https://www.straitstimes.com/asia/se-asia/high-speed-rail-project-to-proceed-without-singapore-kl-line-to-end-in-johor-report

what counter oso got cunning sharks one 1, how to avoid?

y suddenly up so much?

pinepac is ady in this situation since long ago, and nothing happen. dun too optimistic.

have any realise that the china domestic flight have go back to pre-covid level?

us election result out. all counter up today

i belive there is a lot counter in bursa having P/B ration of 0.2 like pinehill

Jz realised that the LSS4 tender, the max award given to a company is 3 only, and the max for each award is 50MW. mean cypark at most will only be awarded 150MW for LSS4... so do not be too exited of the total of 1,000 MW

nothing happen but price up 100% in a week, this is the power of penny counter.wahaahaa

RM3.5bil.equal to extra RM1 extra eps and RM1 extra NTA per share.. correct?

Airasia spike, bcz of rm300mil loan? not glove counter meh, 1200 case woh.

Aliyusof:

https://www.theedgemarkets.com/article/airasia-confirms-securing-rm300m-loan-sabah-development-bank

AA has announed further that this RM300mil is for usage for Sabah..see how the RM300 loan to be utilised in above link. basically is for sabah airport and agriculture e-commerce platform use in sabah. so it (the loan) has nothing to do with AA core biz.

target price 50% of book value. which is 1.47 x 0.5 = 70cent