Posted by Sslee > 2023-12-16 10:31 | Report Abuse

I am disappointed with Insas for not increasing the dividend payout. I will wait for the publication of AGM key matter discussed at Insas website before sending in AGM follow up questions.

Posted by Sslee > 2023-12-16 10:35 | Report Abuse

Insas is unreasonable undervalued.
At RM 0.89
The price/NAPS is 0.25
PE based on annualized last two quarter EPS is 5.563

Posted by Sslee > 2023-12-16 11:16 | Report Abuse

What can we conclude from 6 months ROI study are:
1. In short term the ROI favour present of Earning Growth Catalyst (EPS sudden increase due to increase favorable production/products price)
2. Beaten down stocks that start to turnaround.

Posted by OTB > 2023-12-16 11:57 | Report Abuse

Quote from dragon328's report.
YTL Power should rise from current RM1.30 in May 2023 to RM5.00 level by Mar 2025.

The timing of Mar 2025 should be right as by then:
1) PowerSeraya should continue to report strong earnings due to tight supply (Keppel new plant only comes in 1H 2026)
2) Wessex will have its new water tariffs adjusted up substantially for the new 5-year regulatory period due to its enlarged RAB and to compensate the high interest rates it is suffering these 2 years from a higher WACC
3) 1st phase green data centre should have been up and running contribution new earnings stream
4) digital bank business should find its footing after 1 year of operations
5) more visibility in power export timeline to Singapore.
------------------------------
My comments :-
1.) I believe Wessex should be in profit position in 2025.
2.) Green data centre should make profit in 2025.
3.) 5G YES - should be in profit position in 2024.

I believe the EPS for FY 2024 is = 0.42, take a PER=10, the target price of YTLPower should hit 4.20 in FY 2024.

I also believe the EPS for FY 2025 is = 0.50, take a PER=10, the target price of YTLPower should hit 5.00 in FY 2025.

My 2 cents comment only.
The final decision to buy is always yours.
Thank you.

Posted by Income > 2023-12-19 14:28 | Report Abuse

Wow, I never expected to beat my Sslee Sir in the competition above. Let’s see next year 2024 results.

Posted by UlarSawa > 1 month ago |

Post removed.Why?

Posted by UlarSawa > 1 month ago |

Post removed.Why?

Posted by UlarSawa > 1 month ago | Report Abuse

Stock: [SAPNRG]: SAPURA ENERGY BERHAD

Contract Amendment 9/6/2023
Bon888 requested to change the ID to Felix888. Referee Approved and Signed.


Ladies and Jantanman the Janda Sapura finally ada satu competition between the Promoter Bon888 and Penkritik Bobby. They have decided to accept the term and condition to compete for the next 9 mths. Whoever win one can stay back and the loser has to get lost from Janda Sapura forum. You both cannot change the term until the 9 mths ended and Referee will announce the result 9 mths from today 8/6/2023.

Bon888 the Challenger as long as Janda Sapura hit 7sen will be the winner


Bobby as long Bon888 failed to make Janda Sapura 7 sen within the 9 months Bobby will be the winner.

The rest spectators want to support participant also can add your name you sapot siapa.

Posted by UlarSawa > 1 month ago |

Post removed.Why?

Posted by CaoCao > 1 month ago | Report Abuse

I'm a person with integrity. I honor my words.

Posted by UlarSawa > 1 month ago |

Post removed.Why?