Posted by 7300 > 2019-05-05 14:29 | Report Abuse

Lafarge so smart to sell off all, along ECRL route lots of quality soil for cement making!

Posted by ivan9511 > 2019-05-05 14:40 | Report Abuse

pay too much
pay 2.50 also enough
they will sell at this loss money time

Posted by 7300 > 2019-05-05 14:54 | Report Abuse

so much minerals along ECRL routes,...by selling off all make tons of monies than take times supplied to ECRL,sell 1 old outdtaed get 3 new, why not?

Posted by 7300 > 2019-05-05 15:15 | Report Abuse

Beside lesser monopoly policy,the new era of PR don't works much....it is about skill n technology matters,just look around KL skylines!

Posted by takashi86 > 2019-05-07 14:28 | Report Abuse

https://www.theedgemarkets.com/article/ytl-cement-completes-acquisition-51-stake-lafarge-malaysia

Think too much, PH whr got dislike monopoly giant...look at digi and celcom on goin merge...if tis happen at SG, sure kena anti monopoly act...

Posted by takashi86 > 2019-05-07 14:29 | Report Abuse

https://www.theedgemarkets.com/article/ytl-cement-completes-acquisition-51-stake-lafarge-malaysia

Think too much, PH whr got dislike monopoly giant...look at digi and celcom on goin merge...if tis happen at SG, sure kena anti monopoly act...

Posted by takashi86 > 2019-05-07 14:34 | Report Abuse

At SG got Competition Act make sure all small player able to survive...

Now like it or not, ytl control at least 59% cement market, but can easily boost up production n stop exportation to control 70% market, the second cement producer oni control 9%...

Demand good or bad, ytl gonna eat up the whole cement market share in coming years...

Just like how Astro able to survive so many years with so little programs n high prices...

Posted by Callmejholow > 2019-05-07 14:35 | Report Abuse

this stock gonna fly

Posted by leek > 2019-05-07 16:23 | Report Abuse

LIMIT UP SOON!!! =D =D

Posted by takashi86 > 2019-05-07 18:02 | Report Abuse

Most IB given neutral or negative comments...

But i suspect is oni temporary, it will like during privatise ytl cement time, shot to RM2.xx...

How ar Francis, can?
May god bless us, amen.

Posted by 7300 > 2019-05-07 20:46 | Report Abuse

real cool swiss!,,,,use brain not just outdated PR era!....,sold with the total cost sales factored to CCCC calculated, ....under new Malaysia fair policy no monopoly n more privatisation,....more local supplies participation,others have theirs share!!...likely also more cement factories along delayed ecrl routes which is mineral riched too!

Posted by 7300 > 2019-05-07 21:03 | Report Abuse

Takashi,wherever possible new Malysia are trying to reduce monopoly likely shown on BM n Ecrl,....importing of rice n etc etc getting more players........Norwegian fund are huge definitely not aim market in the country limited volumes, with tech n skills,they joined force to compete in esp axiata existing foreign markets.

Posted by armadasaxon > 2019-05-07 22:28 | Report Abuse

Tomoro better fly as job resume

Posted by takashi86 > 2019-05-08 13:58 | Report Abuse

I dunno much...brain is not function well...sorry...

Posted by 7300 > 2019-05-08 14:11 | Report Abuse

so many talented are around by just seeing KL skyline,the era of PLP over!

Posted by takashi86 > 2019-05-08 16:42 | Report Abuse

@yongch, wao!!

So generous ar??

Your tp increase from 0.50 to 0.90!!

yongch Bought 43%more@rm3.75 share51% in rm1.6billions!!!!betul betul CASH rich company!!!!!soon will b announce either right issue or privatise soon!!!!tp0.50!!!!
02/05/2019 6:00 PM

Posted by singh1 > 2019-05-09 21:18 | Report Abuse

Is monopoly guaranteed ? What if PH gov't allow china cement companies to set base in Malaysia?
especially since they are doing mega construction jobs. Beware !!!

Posted by Huat Leow > 2019-05-11 15:34 | Report Abuse

或取代顶级手套,大马机场 西港,杨忠礼料晋综指股
http://www.enanyang.my/news/20190509/%E6%88%96%E5%8F%96%E4%BB%A3%E9%A1%B6%E7%BA%A7%E6%89%8B%E5%A5%97-%E5%A4%A7%E9%A9%AC%E6%9C%BA%E5%9C%BA-%E8%A5%BF%E6%B8%AF%E6%9D%A8%E5%BF%A0%E7%A4%BC%E6%96%99%E6%99%8B%E7%BB%BC%E6%8C%87%E8%82%A1/

大马交易所将会在6月6日公布下半年富时隆综指成分股检讨结果，去年才入榜的顶级手套（TOPGLOV，7113，主板保健股）及大马机场（AIRPORT，5014，主板交通和物流股），可能会跌出榜外。

分析员预测，这两个空缺可能会由西港控股（WPRTS，5246，主板交通与物流股）和杨忠礼机构（YTL，4677，主板公用事业股）取代。

MIDF投资研究指出，综指半年的检讨结果将于6月6日公布，并在6月21日生效。

Posted by signalmw > 2019-05-11 17:22 | Report Abuse

Right issue anytime

Posted by 7300 > 2019-05-11 18:09 | Report Abuse

singh1....it is not surprise at all!.....ecrl route alot of rich minerals include good ingredients for making cement,.......direct investments!!,....allow China contractors n all investors to set up factories here n manufacture effectively with dirt cheap cement material costs ....,also can bring down monopoly profiteering n inflations... condition further negotiation of DISCOUNTs on ecrl and following infra projects.

At meantimes ,condition of import more local commodities or as barter trade..... gaurantee n satbilise good commodities prices n living for all those volumes of farmers ...

This will also be economies of scales for ecrl cargoes to be cost operative efficiently,...as big earnings for the nation ........Hope the gov do and act fast ,welll ahead of the coming KRA CANAL competitions!

Posted by singh1 > 2019-05-11 22:12 | Report Abuse

7300 I have been following this counter since 1996. A friend was working at YTL and he told me how wonderful the company was, so I invested in YTLPOWR and YTL off and on. After 21 years of watching the management it seems to me they have started to run out of ideas. So what they seem to be doing is pumping cash in hand into businesses that are "safe" but returns are mediocre. Power Seraya is one big example. Huge investment followed by intense competition as Singapore opened it's electricity market to dog eat dog type of competition. Then invest in hotels here and there, again returns are poor. Now cement? Monopoly? If present gov't decides it is not good for construction industry to have one company control the market price, they may allow others to set up business, YTL will suffer more pain. At current earnings, they will have to further lower dividends.
ov123 is absolutely correct. I predict this counter going below RM$1, maybe as low as 80 sen, quite like YTLPOWR. I hope to be wrong. Will feel bad for investors especially our retired folks that depend on some of these counters for dividends like old age pension.

Posted by 4444 > 2019-05-12 03:08 | Report Abuse

Takeover loss making Lafarge why is good?

Posted by 4444 > 2019-05-12 03:09 | Report Abuse

If talk Lafarge distress price is RM 2 and below haha.

Posted by lazycat > May 2, 2019 3:03 PM | Report Abuse
acquire assets at distress price is the style of ytl ceo francis yeoh

Posted by 5354_ > 2019-05-12 03:13 | Report Abuse

Fair value Lafarge RM 1.5 why pay RM 3.75?
https://www.thesundaily.my/business/impact-of-ecrl-revival-on-lafarge-insignificant-GF777329

The research house maintained its “underweight” recommendation for Lafarge Malaysia with a lower fair value of RM1.50 (from RM1.52 previously) based on 0.5 time its book value (its book value has shrunk due to the continued losses in FY18).

Posted by Huat Leow > 2019-05-12 13:54 | Report Abuse

地里番薯悄悄大
http://www.enanyang.my/news/20190509/%E5%9C%B0%E9%87%8C%E7%95%AA%E8%96%AF%E6%82%84%E6%82%84%E5%A4%A7%E9%BB%84%E4%BA%91%E6%B5%A9/

YTL洋灰非凡管理晋龙头

看到吗？在短短下市三年内，YTL洋灰以势如破竹的气势，一举攻占成为大马的洋灰一哥 （营业额）。而盈利也远远抛离其它上市的洋灰公司。

有能力收购“老大”

这下子就很明显了，原来他真的有能力对“老大” 进行收购。

尤其是过去两三年，大马洋灰业碰上：
1）产业发展上的低迷；
2）政局的变化，大型工程被叫停；
3）洋灰业在过去几年竞争式的扩大产能等等的三重夹击。

造成投资洋灰业的小股东，与洋灰公司的业绩，在过去三年的日子不好过之余，脸青鼻肿可能是更适合的形容词。

YTL洋灰凭什么可以洋洋洒洒的抛离对手这么多？

笔者看了杨忠礼机构过去七年的财报（2012至2018），希望可以从中看出一些蛛丝马迹。

除了2014年在新加坡设立了最大的洋灰码头与2016年在彭亨建了最先进的洋灰厂之外，笔者也看不到公司对洋灰这块有什么特别的着墨。

但是，杨忠礼管理层有指明的说，就发电与洋灰业而言，他们的生产力与效率，都是在同行中属于最顶尖的。

原来，到最后，非凡的利润还是得靠非凡的管理层来成就。

Posted by Huat Leow > 2019-05-12 14:17 | Report Abuse

> 4444 Takeover loss making Lafarge why is good?
> 12/05/2019 3:08 AM

With good management skill shown in YTL Cement, they may turn Lafarge into profitable business.

Posted by freddiehero > 2019-05-12 16:41 | Report Abuse

lets break 1.0

Posted by armadasaxon > 2019-05-13 20:46 | Report Abuse

Die..go buy loss making business

Posted by 7300 > 2019-05-14 00:38 | Report Abuse

before parliament house,..... full bill collections without provision of monopoly school internet services .....know or don't know,.....computer generated??

Posted by Dragon88 > 2019-05-14 16:54 | Report Abuse

YTL will control 70% of cement market share after the acquisition of Lafarge. . Price war is over and cement will contribute to YTL profit.

Posted by takashi86 > 2019-05-15 12:30 | Report Abuse

Price war not expect to end any sooner ...as is all bout supply & demand bro.

At least can say all infra works need cement, with big market share on hand, better chance.

Posted by Angielim9955 > 2019-05-16 15:34 | Report Abuse

inspection the cement future a
nd the big company results ( loss money )
I dun think now is the good time to buy the company \
future can build more buidling ?
the government will give you earn good margin like ususal or Cut cost then you only earn a little bit money
\
buy at such high price will market only give 2 ringgit \
If contract stop or no new job or they find other cheaper company than YTL

later you YTL will suffer
right now is very difficult for everthings
Buy company better buy at a very lowest price

Why I said , see berjaya corp Ceo VT boss now bjland only 21sen the Big Con still not have ball to private , the Big con maybe wait cheaper and cheaper so he alwasys can show up on Media do Charity while YTL or other boss is working hard on their job

If follow YTL style sure will private it at 1 ringgit or 80sen

Posted by YAPSS > 2019-05-17 16:28 | Report Abuse

Hey! Today, R-Table will be covering YTL Corporation Berhad by presenting 10 years financial results in a short, fun & interesting way. Click the link below to watch the video.

Link: https://youtu.be/OIOWCzmoBVo
#YAPSS #RTable #YTLCorporationBerhad #MakeInvestingFun

Posted by Huat Leow > 2019-05-19 12:44 | Report Abuse

Acquisition completed. New directors appointed for Lafmsia from YTL. Process of turning it from loss to profit is started.

http://www.enanyang.my/news/20190518/%E6%9D%A8%E5%BF%A0%E7%A4%BC%E6%9C%BA%E6%9E%84%E5%AE%B6%E6%97%8F%E6%88%90%E5%91%98-%E8%BF%9B%E5%85%A5%E6%8B%89%E6%B3%95%E5%9F%BA%E9%A9%AC%E8%91%A3%E4%BA%8B%E9%83%A8/

Posted by upfed555 > 2019-05-21 09:41 | Report Abuse

@YAPSS, i agree. Very bleak indeed.

Posted by takashi86 > 2019-05-25 17:02 | Report Abuse

Qtr result out soon...

Brace yourself, WINTER is coming!!

Posted by armadasaxon > 2019-05-27 15:08 | Report Abuse

Checking from previous quarter...its all decreas

Posted by Good123 > 2019-05-28 13:36 | Report Abuse

good


https://youtu.be/_A3IouFm0Fk

Posted by takashi86 > 2019-05-29 20:22 | Report Abuse

As usual...today 29...qtr not yet out..ows wait til 30 or 31 to release..big elephat hard to get the number on time...

It is winter is coming or finally a sunny day??

Mostly feel cold i think...

No nid post such video, we all know FY is good Christian, amen to that...but we nid the share price to up as well...we invest, not put money for charity dude...

Posted by leek > 2019-06-07 16:36 | Report Abuse

MEGA DIVIDEND IS COMING! =D

Posted by calvintaneng > 2019-06-08 12:54 |

Post removed.Why?

Posted by charles pang kah keet > 2019-06-09 16:01 | Report Abuse

Hope YTL group will interesting to takeover Metronic group 0043.

Posted by charles pang kah keet > 2019-06-12 22:01 | Report Abuse

Tan Sri Lim Kim yew have interest to join Metronic global group 0043 from chhb group,good news.so YTL group tan Sri Francis yeoh have interest to join Metronic engineering berhad business,we join to expand big worldwide buisness.tuvm

Posted by thesteward > 2019-06-13 10:25 | Report Abuse

Bot YTL

Posted by thesteward > 2019-06-13 12:01 | Report Abuse

Buy n hold

Posted by thesteward > 2019-06-13 12:27 | Report Abuse

Ytl bot lafarge
At only 3.75 now Lafarge 4.20
With Bandar MSia et. In the pipeline iif Lafarge get big contact n if cement go up
On price fatt tatt

Posted by 1443312389 > 2019-06-13 19:12 | Report Abuse

YTL buy ytl land hmm

Posted by myway > 2019-06-14 12:04 | Report Abuse

完成收购拉法基马-杨忠礼机构持股77%
http://www.enanyang.my/news/20190614/%E5%AE%8C%E6%88%90%E6%94%B6%E8%B4%AD%E6%8B%89%E6%B3%95%E5%9F%BA%E9%A9%AC-%E6%9D%A8%E5%BF%A0%E7%A4%BC%E6%9C%BA%E6%9E%84%E6%8C%81%E8%82%A177/

Posted by sapurakencana > 2019-06-14 23:33 | Report Abuse

YTL buy ytl land
As a faithful christian family,do u know what r u doing in this case.

Posted by sapurakencana > 2019-06-15 10:21 | Report Abuse

120mil to privatise the YTL Land is the peanut in the eye of YTL family,from this case that it show that they willing to kill the minority shareholder who support them more tham15 year even thou they not even pay a single cents dividend to us.As a faithful christian family,do you know what u do in this case.