Posted by takashi86 > 2018-10-22 15:47 | Report Abuse

ytl been missed out all the great infra projects during last BN terms, thx to francis for the infamous "crowny speech"...now new gomen, hope he dun be too cocky again!!

Posted by 万靖 > 2018-10-22 20:22 | Report Abuse

Run run run....

Posted by takashi86 > 2018-10-23 10:45 | Report Abuse

Get 4cents but share price oso deduct 4cents...
Past few days share ady drop more than 10cents...whats the point?

Posted by Victor Yong > 2018-10-24 08:22 | Report Abuse

HSR was delayed only :)

http://theindependent.sg/malaysia-to-bear-costs-if-hsr-delayed-beyond-2020/

Posted by Victor Yong > 2018-10-24 22:29 | Report Abuse

Hopefully, YTL will distribute the treasury shares to shareholders soon like last time... more than 340mil+ treasury shares :)

Stock [YTL]: YTL CORP BHD
Announcement Date 03-Sep-2018


Date 30-Aug-2018 to 30-Aug-2018
Number of Shares 6,665,600
Currency Malaysian Ringgit (MYR)
Price (per shares) 1.250 - 1.330
Total Amount 8,667,404.85
Total Treasury Shares 341,861,418


Lodged Date 03-Sep-2018
Lodged By YTL CORPORATION BERHAD
Exchange Bursa Malaysia Securities Berhad

Posted by takashi86 > 2018-10-25 12:08 | Report Abuse

Victor, just bought ytl??

Posted by Victor Yong > 2018-10-25 12:23 | Report Abuse

buy on weakness :)

BUY reaffirmed. Our BUY on YTL is maintained at unchanged TP of RM1.55. Key catalysts are: (1) Gemas-JB double tracking expansion progress, (2) Commencement of Tanjung Jati power plant construction; estimated RM4b construction value, (3) Construction of two new luxury hotels – Marriot and Edition Sentral - under YTL Land, (4) Improvement in YTL Cement’s earnings driven by the construction divison’s orderbook expansion, (5) Consolidation in Singapore power generation sector, (6) Gradual expiry of LNG supply contracts for Singapore power, and (7) Accelerated breakeven of mobile broadband business from any potential partnership or divestment. Key risk to our call is weaker than expected underlying earnings for YTL’s cement unit and a delay in construction job awards.

Source: MIDF Research - 30 Aug 2018

Posted by Victor Yong > 2018-10-25 12:25 | Report Abuse

:) results not out yet, right? :)

https://www.bloomberg.com/news/articles/2018-08-16/asian-tycoons-said-to-vie-for-up-to-2-billion-lafargeholcim-arm

Posted by Victor Yong > 2018-10-26 14:10 | Report Abuse

Just grab when others are fearful before YTL starts another round of share buyback... It was reported in their recent quarterly report that it has RM11 bil++ in cash and cash equivalent... If no acquisition or expansion, YTL could carry out more share buybacks to enhance shareholders' value. fingers crossed.

30-Aug-2018 30-Aug-2018 Buyback 6,665,600 1.250 1.330
03-Aug-2018 03-Aug-2018 Buyback 2,000,000 1.350 1.350
02-Aug-2018 02-Aug-2018 Buyback 3,000,000 1.360 1.360
01-Aug-2018 01-Aug-2018 Buyback 3,438,000 1.330 1.350
31-Jul-2018 31-Jul-2018 Buyback 2,448,000 1.340 1.340
30-Jul-2018 03-Aug-2018 Buyback 13,886,0001.310 1.360
30-Jul-2018 30-Jul-2018 Buyback 3,000,000 1.310 1.310
27-Jul-2018 27-Jul-2018 Buyback 4,000,000 1.300 1.300
26-Jul-2018 26-Jul-2018 Buyback 3,000,000 1.310 1.310
24-Jul-2018 24-Jul-2018 Buyback 4,000,000 1.320 1.320
23-Jul-2018 27-Jul-2018 Buyback 15,000,0001.300 1.320
23-Jul-2018 23-Jul-2018 Buyback 4,000,000 1.310 1.310
20-Jul-2018 20-Jul-2018 Buyback 3,500,000 1.290 1.310
17-Jul-2018 17-Jul-2018 Buyback 4,500,000 1.320 1.340
16-Jul-2018 20-Jul-2018 Buyback 17,963,0001.290 1.340
16-Jul-2018 16-Jul-2018 Buyback 9,963,000 1.300 1.330
13-Jul-2018 13-Jul-2018 Buyback 7,912,000 1.220 1.270
12-Jul-2018 12-Jul-2018 Buyback 10,969,0001.170 1.210
11-Jul-2018 11-Jul-2018 Buyback 2,000,000 1.150 1.150
10-Jul-2018 13-Jul-2018 Buyback 26,972,0001.150 1.270
10-Jul-2018 10-Jul-2018 Buyback 6,091,000 1.160 1.180
06-Jul-2018 06-Jul-2018 Buyback 9,000,000 1.140 1.150
05-Jul-2018 05-Jul-2018 Buyback 6,761,000 1.130 1.140
04-Jul-2018 04-Jul-2018 Buyback 7,967,000 1.100 1.110

Posted by takashi86 > 2018-10-26 14:19 | Report Abuse

victor, how bout debt,u know the figure?the perspective?

i hope you r not short term trader, or else, this share will let u down...seriously.

Posted by Victor Yong > 2018-10-26 16:14 | Report Abuse

@takashi86, current assets more than double the current liabilities.... always positive cash flow generated.... no worries, but if they take it private at this price level, very possible :)

last financial year, investment in PPE was close to RM1bil excluding acquisition., etc.... net assets per share as at 30/6/18 was RM1.3+...


YTL Corporation Berhad is an integrated infrastructure developer with extensive operations in countries including Malaysia, the United Kingdom, Singapore, Indonesia, Australia, Japan, Jordan and China and total assets of RM71.3 billion (USD17.8 billion) (as at 30 June 2018). The core businesses of the YTL Group comprise utilities, construction contracting, cement manufacturing, property development and investment, hotel development and management, e-commerce initiatives and internet-based education solutions and services.

YTL Corp is amongst the largest companies listed on Bursa Malaysia Securities Berhad (the Kuala Lumpur stock exchange) and is a component of the FTSE Bursa Malaysia Mid 70 Index. YTL Corp has also had a secondary listing on the Tokyo Stock Exchange since 1996 and was the first non-Japanese Asian company to list on the Tokyo exchange.

YTL Corp, together with its listed entities in Malaysia (YTL Power International Berhad, YTL Land & Development Berhad, and YTL Hospitality REIT), has a combined market capitalisation of approximately RM23.5 billion (USD5.7 billion) as at 30 September 2018. YTL Corp also has a stake in Singapore-listed Starhill Global REIT, which owns prime retail assets in Singapore, Malaysia, Japan, China and Australia.

The YTL Group is committed to producing world class products and services at competitive prices. This corporate philosophy has enabled the YTL group to build up a growing customer base of more than 12 million customers globally over the last 30 years.

Posted by Victor Yong > 2018-10-26 16:25 | Report Abuse

This is one of the companies that both the company and directors are cash rich :)



DATO' YEOH SEOK HONG 01-Jun-2018 Acquired 2,000,000 - View Detail
DATO' YEOH SEOK HONG 31-May-2018 Acquired 5,000,000 - View Detail
TAN SRI DATO' DR FRANCIS YEOH SOCK PING 30-May-2018 Acquired 2,000,000 - View Detail
TAN SRI DATO' DR FRANCIS YEOH SOCK PING 28-May-2018 Acquired 2,000,000 - View Detail
DATO' YEOH SOO KENG 25-May-2018 Acquired 1,000,000 - View Detail
TAN SRI DATO' DR FRANCIS YEOH SOCK PING 25-May-2018 Acquired 3,000,000 - View Detail
DATO' YEOH SOO KENG 11-Apr-2018 Others 10,000,000 - View Detail
DATO' YEOH SEOK KIAN 04-Apr-2018 Acquired 1,000,000 - View Detail
DATO' YEOH SEOK HONG 27-Mar-2018 Others 2,000,000 - View Detail
DATO' YEOH SEOK KIAN 27-Mar-2018 Others 10,000,000 - View Detail
DATO' YEOH SEOK KIAN 27-Mar-2018 Others 2,000,000 - View Detail
DATO' YEOH SEOK HONG 26-Mar-2018 Others 10,000,000 - View Detail
DATO' YEOH SEOK HONG 26-Mar-2018 Others 5,000,000 - View Detail
DATO' YEOH SOO MIN 26-Mar-2018 Others 10,000,000 - View Detail
DATO' YEOH SOO MIN 26-Mar-2018 Others 2,000,000 - View Detail
TAN SRI DATO' DR FRANCIS YEOH SOCK PING 26-Mar-2018 Others 2,000,000 - View Detail
DATO' MARK YEOH SEOK KAH 26-Mar-2018 Others 10,000,000 - View Detail
TAN SRI DATO' DR FRANCIS YEOH SOCK PING 23-Mar-2018 Others 10,000,000 - View Detail
TAN SRI DATO' DR FRANCIS YEOH SOCK PING 23-Mar-2018 Others 2,000,000 - View Detail
TUAN SYED ABDULLAH BIN SYED ABD KADIR 23-Mar-2018 Others 1,000,000 - View Detail
DATO' SRI MICHAEL YEOH SOCK SIONG 22-Mar-2018 Others 10,000,000 - View Detail
DATO' YEOH SEOK KIAN 28-Nov-2017 Acquired 200,000 - View Detail
DATO' SRI MICHAEL YEOH SOCK SIONG 09-Nov-2017 Others 1,073,050 - View Detail
DATO' SRI MICHAEL YEOH SOCK SIONG 09-Nov-2017 Others 399,355 - View Detail
DATO' YEOH SEOK HONG 09-Nov-2017 Others 890,701 - View Detail

Posted by Scavenger23 > 2018-10-27 15:20 | Report Abuse

sunset company dont expect their grandson can do better than ytl, profit keep drop every qr, only can rely on oversea business.

Posted by Fiona34 > 2018-10-27 19:19 |

Post removed.Why?

Posted by takashi86 > 2018-10-29 16:49 | Report Abuse

victor, the share price dropping everyday, any idea why?

Posted by freddiehero > 2018-10-29 17:28 | Report Abuse

c is done 1.0

Posted by freddiehero > 2018-10-29 17:29 | Report Abuse

so wat next?

Posted by freddiehero > 2018-10-29 17:29 | Report Abuse

shoukd b 0.90

Posted by freddiehero > 2018-10-29 17:29 | Report Abuse

hope can stand up 0.90

Posted by freddiehero > 2018-10-29 17:29 | Report Abuse

if not it wil just lower again...

Posted by Victor Yong > 2018-10-30 13:50 | Report Abuse

grab a bit b4 next round starts :)

http://www.theedgemarkets.com/article/major-shareholder-yeoh-tiong-lay-sons-tightens-grip-ytl-corp

Posted by risktransformer > 2018-10-30 18:05 | Report Abuse

Victor Yong, y u always post old news that r a few months ago one? No more share buy backs... so the price is down to RM0.985 now.

Posted by takashi86 > 2018-10-30 20:44 | Report Abuse

for sure, just bought, aggressively promote, hope can earn fast cash in ytl share....
sorry, u gonna be disappointing~

Posted by Victor Yong > 2018-10-31 09:29 | Report Abuse

yup, waiting for ytl to use its rm11bil+ cash and cash equivalent to buyback more shares :)

Posted by Victor Yong > 2018-10-31 10:09 | Report Abuse

with so much cash, cash & cash equivalent, rm11bil+, expecting some acquisitions during this downturn :)

Posted by Victor Yong > 2018-10-31 13:47 | Report Abuse

The price had fallen too fast, from RM1.29 to RM1.02 now in about 20 trading days , hopefully on uptrend now, fingers crossed :)

30/10/2018 1.00 0.98 - 1.01 0.985 -0.015 (1.50%) 5,264,700
29/10/2018 1.03 1.00 - 1.05 1.00 -0.02 (1.96%) 1,882,000
26/10/2018 1.06 1.02 - 1.07 1.02 -0.03 (2.86%) 3,503,400
25/10/2018 1.08 1.04 - 1.08 1.05 -0.02 (1.87%) 2,417,200
24/10/2018 1.12 1.11 - 1.13 1.11 +0.01 (0.91%) 1,317,000
23/10/2018 1.12 1.10 - 1.13 1.10 -0.01 (0.90%) 3,661,800
22/10/2018 1.15 1.11 - 1.15 1.11 -0.04 (3.48%) 2,039,700
19/10/2018 1.14 1.13 - 1.15 1.15 +0.01 (0.88%) 2,088,200
18/10/2018 1.15 1.14 - 1.16 1.14 -0.01 (0.87%) 2,710,300
17/10/2018 1.13 1.13 - 1.17 1.15 +0.02 (1.77%) 2,481,700
16/10/2018 1.12 1.12 - 1.13 1.13 +0.02 (1.80%) 835,800
15/10/2018 1.14 1.11 - 1.15 1.11 -0.02 (1.77%) 1,408,600
12/10/2018 1.13 1.11 - 1.14 1.13 -0.02 (1.74%) 4,928,100
11/10/2018 1.09 1.06 - 1.17 1.15 +0.03 (2.68%) 8,514,500
10/10/2018 1.21 1.12 - 1.21 1.12 -0.09 (7.44%) 3,773,400
09/10/2018 1.21 1.20 - 1.22 1.21 0.00 (0.00%) 443,200
08/10/2018 1.24 1.20 - 1.24 1.21 -0.04 (3.20%) 2,962,400
05/10/2018 1.24 1.24 - 1.26 1.25 0.00 (0.00%) 1,390,700
04/10/2018 1.28 1.24 - 1.28 1.25 -0.02 (1.57%) 490,400
03/10/2018 1.27 1.25 - 1.29 1.27 0.00 (0.00%) 2,139,000

Posted by takashi86 > 2018-10-31 14:01 | Report Abuse

Come on victor, stop comment like calvintaneng...

The info u know, only scratching surface of a company.

Most investors has a norm, will just ows check the good side of the company...without checking other risk too...

Do u know how much is the debt?
Most biz r stagnant now for ytl?
Not much growth?

Posted by newbie8080 > 2018-10-31 14:46 | Report Abuse

I think Victor here is really trying hard to entice you guys to buy YTL. Just leave him be.
Haha.

Posted by freddiehero > 2018-11-01 07:56 | Report Abuse

huhu weldone

Posted by Victor Yong > 2018-11-01 08:39 | Report Abuse

steady, cash & cash equivalent =rm11bil+, total shares issued= 10bil+, cash&cash equivalent per share=rm1+... ytl could buy or acquire more cheap assets, biz , etc nowaday

Posted by Victor Yong > 2018-11-01 09:20 | Report Abuse

AGM is coming, just use 1% of the cash and cash equivalent amounted to RM11bil+ to buyback YTL shares.... During the coming AGM, please announce all the existing treasury shares will be distributed back to shareholders like last time... My wish :)



4677 YTL YTL CORPORATION BHD
General Meetings: Notice of Meeting

2232Indication: Notice of MeetingDescription: Notice of Thirty-Fifth Annual General MeetingDate of Meeting: 12/12/2018Time of Meeting: 12:45 PMVenue: Mayang Sari Grand BallroomLower Level 3, JW Marriott Hotel KualaLumpur183 Jalan Bukit Bintang55100 Kuala LumpurDate of General Meeting Record of Depositors: 05/12/2018Outcome of Meeting:You are advised to read the entire contents of the announcement or attachment.To read the entire contents of the announcement or attachment, please accessthe Bursa website at http://www.bursamalaysia.com


30/10/2018 07:00 AM


Ref Code: 201810303000124

Posted by l3ryan > 2018-11-01 10:26 | Report Abuse

Mr Victor, don't just talk about cash, please talk about the debt position

Posted by xexlone > 2018-11-01 11:30 | Report Abuse

wow huge loss !

Posted by Victor Yong > 2018-11-01 13:09 | Report Abuse

Based on the 2018 Annual Report, many institutional funds and foreign companies as major shareholders. Steady! :)

THIRTY LARGEST SHAREHOLDERS
(without aggregating securities from different securities accounts belonging to the same person)

Name No. of Shares %
1 Yeoh Tiong Lay & Sons Holdings Sdn Bhd 4,701,391,375 44.48
2 Citigroup Nominees (Tempatan) Sdn Bhd
– Employees Provident Fund Board
621,881,887 5.88
3 RHB Capital Nominees (Tempatan) Sdn Bhd
– Pledged Securities Account for Yeoh Tiong Lay & Sons Holdings Sdn Bhd
460,000,000 4.35
4 Amanahraya Trustees Berhad
– Amanah Saham Bumiputera
284,237,844 2.69
5 Jamaican Gold Limited 258,408,844 2.45
6 Tien Shia International Limited 217,078,398 2.05
7 Orchestral Harmony Limited 196,796,355 1.86
8 Water City Limited 193,588,994 1.83
9 Steeloak International Limited 183,087,748 1.73
10 Velvet Properties Limited 158,269,068 1.50
11 Windchime Developments Limited 138,357,059 1.31
12 Bara Aktif Sdn Bhd 115,217,861 1.09
13 Tan Sri Dato’ (Dr) Francis Yeoh Sock Ping, CBE, FICE 99,427,095 0.94
14 State Secretary, Pahang 96,591,400 0.91
15 Yeoh Tiong Lay & Sons Holdings Sdn Bhd 89,576,759 0.85
16 Cartaban Nominees (Asing) Sdn Bhd
– Exempt An for State Street Bank & Trust Company (West CLT OD67)
75,375,777 0.71
17 HSBC Nominees (Asing) Sdn Bhd
– JPMCB NA for Vanguard Emerging Markets Stock Index Fund
73,667,810 0.70
18 HSBC Nominees (Asing) Sdn Bhd
– JPMCB NA for Vanguard Total International Stock Index Fund
66,943,725 0.63
19 Valuecap Sdn Bhd 65,054,900 0.62
20 Citigroup Nominees (Asing) Sdn Bhd
– CBNY for Dimensional Emerging Markets Value Fund
61,577,743 0.58
21 The Estate of Tan Sri Dato’ Seri (Dr) Yeoh Tiong Lay 59,507,480 0.56
22 Dato’ Yeoh Seok Kian 56,591,526 0.54
23 Dato’ Yeoh Soo Keng 55,164,966 0.52
24 Dato’ Sri Michael Yeoh Sock Siong 54,725,584 0.52
25 Dato’ Yeoh Soo Min 52,833,890 0.50
26 Amanahraya Trustees Berhad
– Amanah Saham Wawasan 2020
50,047,400 0.47
27 Yeoh Tiong Lay & Sons Holdings Sdn Bhd 49,670,371 0.47
28 Puan Sri Datin Seri Tan Kai Yong @ Tan Kay Neong 45,180,557 0.43
29 Tan Sri Dato’ (Dr) Francis Yeoh Sock Ping, CBE, FICE 43,234,144 0.41
30 Citigroup Nominees (Asing) Sdn Bhd
– CBNY for Emerging Market Core Equity Portfolio DFA Investment Dimensions Group INC
38,934,812 0.37

Total 8,662,421,372 81.95

Posted by Victor Yong > 2018-11-01 13:22 | Report Abuse

a very diversified group, good for risk diversification & also cash rich. During such time, better to park a bit under YTL, diversified and cash rich to go through such turbulent time. 4% dividend receivable on Nov 13. Say, bursa malaysia closes for trading for 3 years, you also would not worry, YTL is solid like rock :)

SEGMENTAL INFORMATION
The Group has seven reportable segments as described below:-
(a) Construction
(b) Information technology & e-commerce related business
(c) Hotel operations
(d) Cement manufacturing & trading
(e) Management services & others
(f) Property investment & development
(g) Utilities

Posted by Victor Yong > 2018-11-01 13:27 | Report Abuse

Next round of distribution of treasury shares will be soon, i guess.
Still having so many treasury shares, right? Total Treasury Shares 341,861,418, not distributed as at now, correct? :)




DIVIDENDS (CONTINUED) Subsequent to the financial year ended 30 June 2018, the Directors of the Company had on 29 August 2018 declared an interim single tier dividend 4 sen per ordinary share, with the total amounting to approximately RM427,109,000 computed based on the total issued and paid-up share capital of 10,677,727,611 ordinary shares of the Company, excluding treasury shares, in respect of the financial year ended 30 June 2018. The financial statements for the current financial year do not reflect these dividends. The dividend will be accounted for in equity as an appropriation of retained earnings during the financial year ending 30 June 2019.
The Directors do not propose any final dividend in respect of the financial year ended 30 June 2018.
Distribution of treasury shares (“Share Dividend”) On 9 November 2017, a total of 210,696,721 treasury shares amounting to RM334,881,000 were distributed as share dividend to the shareholders on the basis of one (1) treasury share for every fifty (50) ordinary shares held on 26 October 2017.

Posted by Chieng Yon Ooi > 2018-11-01 13:46 | Report Abuse

Victor Yong,where do you read the statement of distribution of treasury share?

Posted by Victor Yong > 2018-11-01 13:53 | Report Abuse

@cyo annual report 2018

Posted by l3ryan > 2018-11-01 15:14 | Report Abuse

Victor, you losing how much in YTL?

Posted by Jerichomy > 2018-11-01 15:16 | Report Abuse

Victor Yong, pls dun advertise again as the share price has dropped again

Posted by takashi86 > 2018-11-01 16:30 | Report Abuse

calvintaneng in making~LOL...
funny victor~

Posted by takashi86 > 2018-11-01 16:32 | Report Abuse

if u wanna discuss, pls be more insightful,
dun just made comments cheering yourself~

if u hv no idea, let me en-light u abit,
francis DID CANCELLED treasury share before too~
for YTLP...pls go check~

the base of YTL share volume is too huge, im not surprise if francis gonna cancel it again~

Posted by takashi86 > 2018-11-01 16:37 | Report Abuse

how many lots u purchased i wonder??
i HOLD 228,000 UNITS of ytl...but price up or down, is short term dude...
THE WAY U SHARING OLD TIME BED STORY INFO OF YTL,
MAKE PPL FEEL SICK...

share price mostly reflect 30% of current value, 70% of future prospect,
i doubt i will see your comments by next year feb~
cos u too stubborn to look into current valuation of a share,
and u might lose patient faster then u thought~

Posted by freddiehero > 2018-11-01 20:41 | Report Abuse

weldone ytl

Posted by ivan9511 > 2018-11-02 16:49 | Report Abuse

MY YTL also uppppppppppppppppppppppppppppppp
YTL I hold more than 2 years just for the 50ringgit food vcher
and high div
only ytlland I cut loss
YTL and power just hold EPF inside , why scare ?

Posted by sonata18 > 2018-11-02 23:45 | Report Abuse

Double rail track project will be re-tendered.

Posted by Victor Yong > 2018-11-03 14:32 | Report Abuse

@sonata18, confirmed already ... no worries

http://www.theedgemarkets.com/article/nod-gemasjb-doubletracking-project-positive-ytl-corp

Posted by Ben_Bernake > 2018-11-03 18:01 | Report Abuse

If I am not mistaken the total debt although consolidated in the Audited Accounts are non-recourse ring-fence project finance. Which means in laymen terms, if anything goes wrong with the investment (which is mostly in overseas), there is no recourse to the parent company, parent company doesn't act as a guarantor for the project, hence downside is limited. Companies like TNB, Ekovest and Malakoff usually do Balance sheet financing which means there is a recourse to parent company. Hence, the analysts from the Equity Research have to do a better job in writing the reports as their analysis are usually misinterpreted. My two cents worth.

Posted by takashi86 > 2018-11-03 18:06 | Report Abuse

tats the tricky part, why ytl didnt announce abit news bout this project?
becos it involve legal terms between china corps and previous BN gomen...

so far, my fren still helping ytl doing earthwork, and at kluang station, the earthwork is completed, is now doing bored pilling, so can at least 20-25% work done.

if china corp being kick out of this project (actually china corps did ntg, and ytl can handle the whole project alone, but keep SIPP in the project just to settle land issue, cos boss is johore sultan)

dun you think ytl will make big big announcement after almost a decade without any infra project from gomen?? the point is thr is still uncertainty bout this project.

Posted by takashi86 > 2018-11-03 18:10 | Report Abuse

read the news properly, nodded by transport ministry, but not from federal, so still uncertainty...

if confirm can kick out china corp and ytl-sipp be the sole turnkey contractor, then different story,
i worked for developer before, got my own construction company, and tis type of award contract, is not easy to settle once signed and stamped.

i bet the nego still on-goin between putrajaya and china corps~