Posted by takashi86 > 2019-04-09 15:45 | Report Abuse

Maybe is SBB kick in....

If due to HSR proposal...still long way to go...

Even ECRL open tender again, dun think ytl stand a chance...just a show to tender, will still go for old main con i think...

Posted by myway > 2019-04-10 21:23 | Report Abuse

隆新高铁有望复活-杨忠礼料是潜在赢家
http://www.enanyang.my/news/20190410/%E9%9A%86%E6%96%B0%E9%AB%98%E9%93%81%E6%9C%89%E6%9C%9B%E5%A4%8D%E6%B4%BB-%E6%9D%A8%E5%BF%A0%E7%A4%BC%E6%96%99%E6%98%AF%E6%BD%9C%E5%9C%A8%E8%B5%A2%E5%AE%B6/

Posted by l3ryan > 2019-04-12 10:12 | Report Abuse

banking on the HSR surfacing again, if the news didn't turn out right again, another drop

Posted by MokhzaniMM > 2019-04-15 18:31 | Report Abuse

SBB till no more..YTL bank borrowing astronomical. Even gamuda n George K down. Kiss His MaJ (H) Siphoning (S) Rail (R) goodbye All tied up to drown with enormous commission agreements. No chance la once the trial starts. Bank accounts raided all will show. Better buy MMC.

Posted by l3ryan > 2019-04-16 15:51 | Report Abuse

HSR put in cold storage again... https://www.theedgemarkets.com/article/mahathir-highspeed-train-not-necessary-improve-current-rail-service

Posted by indiawait > 2019-04-16 17:32 | Report Abuse

So no HSR. Need SBB for price to go up.

Posted by armadasaxon > 2019-04-16 18:20 | Report Abuse

Oops..slowly drop back to 1.05 lor..

Posted by Ben_Bernake > 2019-04-16 18:30 | Report Abuse

https://www.theedgemarkets.com/article/ytl-corp-may-rebound-higher-says-rhb-retail-research

YTL Corp may rebound higher, says RHB Retail Research

Posted by Chris Khoo > 2019-04-17 06:26 | Report Abuse

what happen to M? why keep u turn? why HSRCorp said appointment of technical consultant you said no HSR and later to compensate Singapore?

Posted by armadasaxon > 2019-04-17 09:35 | Report Abuse

Atm nothing to harvest from Singapore..so deal drag..maybe water deal will bring back up this deal.

Posted by takashi86 > 2019-04-17 12:51 | Report Abuse

How ar francis??

Posted by signalmw > 2019-04-17 13:17 | Report Abuse

Wait at 1

Posted by NotSafe2019 > 2019-04-17 14:48 | Report Abuse

After Malaysia PM announce no HSR, it is clear investors should avoid this counter as all the investigations taken. Safer to buy non-crony counters. Obvious from the total collapse of this counter last year after the general election, investors must not get burned badly again.

Posted by wayup > 2019-04-17 16:52 | Report Abuse

Same la w/ecrl many times say cancel. HSR cannot cancelled wan. Have to pay billion and nothing to show. Delay already have to pay 500m.

Posted by Lucas Chan > 2019-04-17 18:16 | Report Abuse

Ya hsr will proceed for sure, it’s just about time!!

Posted by l3ryan > 2019-04-17 19:01 | Report Abuse

Tun said only after 2 years.. slowly wait

Posted by Lucas Chan > 2019-04-17 19:53 | Report Abuse

Yup,it could be in between 1 to 2 years, but let’s think about it, we can now prepare to accumulate some first, and that I believe according to ytl strong fundamental, it will goes back to 1.5 around, and once hsr decided to launch, it will touch 1.8-2.0 at least!! So after calculated, which is 80-90% in 2 year run...it’s considered a good return also!!!

Posted by Lucas Chan > 2019-04-18 12:05 | Report Abuse

I believe they can manage well, let’s give time to them and enjoy the run in 2 years

Posted by armadasaxon > 2019-04-19 12:44 | Report Abuse

Maybe got chance to Masuk klci.

Posted by abc333 > 2019-04-19 18:55 | Report Abuse

next week BM , HSR, Palm Oil

Posted by takashi86 > 2019-04-22 19:49 | Report Abuse

Got chance boh ar Mr. Francis??

Posted by AnyInvestigation > 2019-04-23 14:06 | Report Abuse

Is it true that there is investigation going on into YTL’s share buyback (SBB) during the period of the share price collapse after the GE results? Can someone pls confirm is it true that the Yeo family bought shares in advance first, then use the company’s money to aggressively go in on the SBB, and when the price went up enough,did the members of the Yeo family made millions from this trade? Can someone with expertise advice is this insider trsading? And if so, will they be prosecuted? Or are they exempt and above the law because of their close ties and connections to Mokhzani Mahathir? So should we sell or hold? Someone pls clarify?

Posted by l3ryan > 2019-04-24 13:16 | Report Abuse

you really expect an answer for that kind of question in this forum?

Posted by mlike > 2019-04-25 08:00 | Report Abuse

If they not buy some low at the market, the price will go low and lower, they buy at low is for stable the price. Share buy back is good for small shareholders, at least we still have hope for share bonus.

Posted by takashi86 > 2019-04-25 17:34 | Report Abuse

@AnyInvestigation, regarding your question bout yeoh family...the main issue is whether it is insider trading, it must involved buy and sell within a short period of time, if not mistaken is within 2 months or 60 trading days, so far we know, the family all just bought before sbb kicked in, and none of them sell it till now...so how to investigate?

You can check bursa, i am oso blow water nia...

Posted by takashi86 > 2019-04-29 15:37 | Report Abuse

Ecrl and bdr malaysia is for sure a go...
Normally shd be the previous companies got it...

If by any chance,ytl oso got part of the jobs, then is a rainbow day for all of us that so stupid holding ytl for sooo long...

Posted by myway > 2019-05-02 14:10 | Report Abuse

YTL Cement Berhad take over Lafarge Malaysia Berhad
http://www.bursamalaysia.com/market/listed-companies/company-announcements/6149081

Posted by ACE9696 > 2019-05-02 14:10 | Report Abuse

?

Posted by myway > 2019-05-02 14:13 | Report Abuse

YTL buys LafargeHolcim's Malaysia, Singapore operations
https://www.theedgemarkets.com/article/ytl-buys-lafargeholcims-malaysia-singapore-operations

Posted by myway > 2019-05-02 14:18 | Report Abuse

YTL Corp buys LafargeHolcim 51% stake in Lafarge Malaysia for US$396mil
Read more at https://www.thestar.com.my/business/business-news/2019/05/02/ytl-cement-buys-lafargeholcim-controlling-stake-in-lafarge-malaysia/#9k3pByrxT7jVebru.99

Posted by myway > 2019-05-02 14:32 | Report Abuse

suspended

Posted by myway > 2019-05-02 14:42 | Report Abuse

resume at 3.30 p.m.

Posted by multi530 > 2019-05-02 14:49 | Report Abuse

my God,US396m it will affect the dividend payout

Posted by 888newbie > 2019-05-02 14:51 | Report Abuse

sounds bad.

Posted by 888newbie > 2019-05-02 14:54 | Report Abuse

but sometimes it is good to buy it cheap when market is no good.

Posted by lazycat > 2019-05-02 15:03 | Report Abuse

acquire assets at distress price is the style of ytl ceo francis yeoh

Posted by Vincent_8316 > 2019-05-02 15:10 | Report Abuse

unfortunately, after purchase didn't see any significant improve in EPS....

Posted by CSS1234 > 2019-05-02 15:17 | Report Abuse

End of cement price war....

Posted by takashi86 > 2019-05-02 15:22 | Report Abuse

Whr got competition lagi...lafarge control 40% and ytl control another 30% malaysia cement market, 70% malaysia cement now under francis yeoh...

Hati2 ohh...nanti pakatan harapan gomen said monopoly is a crime...

Posted by Shinnzaii > 2019-05-02 15:25 | Report Abuse

Aiyo...government like competition...when cannot survive in competition then there is the monopoly born larh...hehe

Posted by ray_ray > 2019-05-02 17:44 | Report Abuse

Lafarge got ECRL project in hands, it beneficial much to YTL. Great!!!

Posted by takashi86 > 2019-05-02 19:24 | Report Abuse

@yongch....tp not 0.50...is terus masuk PN14 then bankrupt, leng mou??

Posted by lazycat > 2019-05-02 19:27 | Report Abuse

take over lafarge is a good move...?
time will tell

Posted by myway > 2019-05-03 08:48 | Report Abuse

‘Impact of ECRL revival on Lafarge insignificant’
https://www.thesundaily.my/business/impact-of-ecrl-revival-on-lafarge-insignificant-GF777329

Posted by myway > 2019-05-03 08:50 | Report Abuse

Revival of ECRL project should be small win for Lafarge
https://www.theedgemarkets.com/article/revival-ecrl-project-should-be-small-win-lafarge

Posted by bizzybone > 2019-05-03 08:58 | Report Abuse

Stop looking at the past. Look forward.

You now have the top 2 cement-producing companies in the country with significant market share under one roof. With that size surely there'll be synergies and economies of scale and the clout to influence price. Don't forget this also includes Holcim Singapore.

ECRL +BM + other spillover developments will only ramp up demand.

Those TP by IBs are backward looking. Look forward. Earnings are always forward looking.

Posted by l3ryan > 2019-05-03 09:10 | Report Abuse

Its like Malton paying heavy price for taking over WCT

Posted by ray_ray > 2019-05-03 10:53 | Report Abuse

For long term future, it sure big beneficial to YTL. not only cement, YTL holding the top 2 concrete n aggregate company in Malaysia n Singapore. Imagine whatever project running in Malaysia also supplying from YTL n Lafarge. Great move!

Posted by Huat Leow > 2019-05-03 12:54 | Report Abuse

YTL purchase of Lafarge strategically positive, says CIMB Research
https://www.thestar.com.my/business/business-news/2019/05/03/ytl-purchase-of-lafarge-strategically-positive-says-cimb-research/

YTL Corp subsidiary YTL Cement’s offer to acquire LafargeHolcim Ltd’s 51% stake in Lafarge Malaysia for RM1.6bil cash (RM3.75 a share) is strategically positive but poses immediate earnings dilution, CIMB Equities Research says.

“We are longer-term positive on the strategic rationale of the deal as YTL Cement will become the dominant player with an estimated combined domestic market share of 70%.

“However, we are medium-term negative given the earnings impact,” it said.

Posted by James Ng > 2019-05-05 13:38 | Report Abuse

https://klse.i3investor.com/blogs/general/205099.jsp
[转贴] [YTL CORP BHD：水泥行业参与者的前景仍然极具竞争性，马来西亚和新加坡的物业市场环境充满挑战，由于全球市场的波动和批发电力市场的发电容量供过于求，新加坡的电力市场将充满竞争性] - James的股票投资James Share Investing