Posted by prince4 > 2019-10-18 15:41 | Report Abuse

Mahathir让大马能发展有自己的科技公司搞多媒体走廊（MSC）1996年。 很多是科技公司以前都是开发信息技术和其他都是开发未来的技术。 1999年就成立Mesdaq Market 本来都是给这些科技公司有一个平台筹资发展下去。
Abdullah那时候国家发展计划路线目标主要是种植棕油和油气下游业双油贡献国家发展。
Najib那时候国家发展计划路线是做大型建筑建设拉动和房地产来贡献国家GDP。
2009 把 Mesdaq 改成科技版（Ace market.)
Najib 知道美国有大量页岩油，油价不会像以前那样高了USD 100一桶油。国家不能在依赖油贡献GDP也不能再依赖双油，油气业面临冲击要转型用数码经济推动国家发展。Najib推出国家数字经济转型大蓝图2016-2025，2017年开跑数码经济。 数码经济是能让企业降低成本，推动企业效力和推进国家进步增长一种方式。 成立 DFTZ 在推进电子商务和想要把马来西亚变成东门的logistic hub 。
2018年 换政府了又到我Mahathir 做首相，Abdullah 和 Najib 你们这两位马来大神做首相难道不懂国家要强要做先进国，发展科技是很重要的吗？
Abdullah 没推动科技业“不知不觉” ，Najib 后期才要搞数字“后知后觉”才要马来西亚转型。 我Mahathir 18年前就知道了“先知先觉”。
2019 Mahathir 他老人家又要搞回他未完成的心愿继续搞回他的大马硅谷，支持5G也用5G，创立绿色能源国产车和工业4.0。 你们Abdullah和 Najib“一位没有搞科技...一位后来才要搞数字 ，我Mahathir 两个都跟你搞完“ 科技+数字”。
Mahathir 比中国早知道搞科技，结果那两位不听话没延续我的计划，搞到现在要学中国那样搞数字经济推动国家发展。Mahathir也知道, 新一个浪潮革命发动，发达国家走工业4.0 来推动未来的经济。物联网时代将领大马也不能不跟着世界的脚步走。
Mahathir 我不是财政部长了 ,我的两位新大神徒弟guan eng华人神和gobind singh印度神在按照我的路走...国家发展计划是工业4.0 ，数字化，216亿做大型基础通讯。

Posted by takashi86 > 2019-10-21 15:49 | Report Abuse

big boy joining the club:

https://www.worldcement.com/asia-pacific-rim/17102019/ytl-cement-joins-the-world-cement-association/

Posted by yongch > 2019-10-21 15:58 | Report Abuse

恭喜，恭喜，恭喜，真的是一位难得一见的大马奇才!
YTL Group Executive Chairman, Tan Sri (Dr) Francis Yeoh has been conferred the honorary British award of Knight Commander of The Most Excellent Order of the British Empire (KBE) by Her Majesty Queen Elizabeth II for services to UK-Malaysian bilateral relations.

Posted by JacLow > 2019-10-22 21:06 | Report Abuse

Among the largest listed in bursa..but price only 95c.

Posted by HowAh > 2019-10-22 21:24 | Report Abuse

What's the special issue at 1.14?

Posted by takashi86 > 2019-10-23 20:49 | Report Abuse

1.14 is the exchange with ytl land bro...

Share swap to makan all minorities...ytl e, cement, now land....which planet u from??

Posted by bangbus > 2019-10-23 23:19 | Report Abuse

today last day to buy for dividend?

Posted by JacLow > 2019-10-24 09:08 | Report Abuse

Buy edi kenot come out..lol

Posted by Grover > 2019-10-24 10:29 | Report Abuse

if buy today still can get dividend?

Posted by Newbie917 > 2019-10-25 13:25 | Report Abuse

YTL should cut costs and get rid of non profitable units. Get profitability moving in right direction. At same time innovate.

Posted by takashi86 > 2019-10-25 16:25 | Report Abuse

Ytl...when gonna boost to RM2??

Posted by yongch > 2019-10-25 16:48 | Report Abuse

记得股价最高峰是父亲还在世时候!!!
这大儿子是个心胸狭窄，爱计较，爱记仇，孤寒尤其是对那些默默支持它家股价的散户们就是打压股价玩残你们来占便宜赚快钱，你要它上马币2???除非董事局罢免这条大儿子咯，不然，门都没有!!!
近期看它对付自己洋灰公司及置地公司可怜小散户就知道咯！
预计，它一定会把母公司股价压再低50%再来对付电力公司。。。tp0.50!!!
这就是一条假冒伪善假基督徒才会作的事!

Posted by Newbie917 > 2019-10-25 22:50 | Report Abuse

If wanna boost to RM2 then bring back previous govt!

Posted by takashi86 > 2019-10-29 14:58 | Report Abuse

lol...chg management faster~

think ytl & ytlp prices been intentionally press down~

by this year end shd be more active

Posted by SWT1988 > 2019-10-30 14:02 | Report Abuse

Dropped below 0.90 now. What a cartoon counter.

Posted by JacLow > 2019-10-30 14:55 | Report Abuse

Buy edi kenot come out..lol

Posted by Wing23 > 2019-10-31 08:20 | Report Abuse

YTL 成仙之路，已成定局.

Posted by SWT1988 > 2019-10-31 13:45 | Report Abuse

C how low they plan to push it down before rebound same like ikhmas, iwcity, mudajaya, MTAG, even telecom n etc. Only Malaysia got this type of drama n cartoon counter.

Posted by HowAh > 2019-10-31 18:17 | Report Abuse

Lovely!

Posted by MCA_ > 2019-11-01 09:42 | Report Abuse

Miss HSR? Let MCA win on 16th Nov.

Posted by Newbie917 > 2019-11-02 00:36 | Report Abuse

Wait till next quarterly report out.

Posted by SWT1988 > 2019-11-04 12:52 | Report Abuse

Almost time to buy?

Posted by wah168 > 2019-11-04 15:20 | Report Abuse

target 0.7 then can buy, now is still consider high

Posted by 145921_wjy > 2019-11-05 11:44 | Report Abuse

Hopefully can achieve back their glory moment.

https://www.klsescreener.com/v2/news/view/597982

Posted by takashi86 > 2019-11-05 17:18 | Report Abuse

I observed one thing weird...tis forun,when some1 start shouting which share can buy, 90% the share will drop...and when some1 set a very low target price...the share normally will keep climbing...lol

Posted by robert88888 > 2019-11-05 19:33 | Report Abuse

Those sharks always writing article to trap ppls and make huge.

Posted by takashi86 > 2019-11-06 15:31 | Report Abuse

Now ady got pro setting tp for ytl 0.5-0.7...

Very soon will got ppl comment ytl gonna be PN4...

Posted by Jerichomy > 2019-11-06 22:02 |

Post removed.Why?

Posted by Kah Huan > 2019-11-08 14:47 | Report Abuse

YTL set to increase investments in UK

https://www.nst.com.my/property/2019/11/536537/ytl-set-increase-investments-uk

Posted by HowAh > 2019-11-08 22:54 | Report Abuse

So bad ah this ciunter

Posted by gghaha > 2019-11-14 16:12 | Report Abuse

wait below 0.9 n can start accumulating stage by stage.....

Posted by ronald118 > 2019-11-14 16:36 | Report Abuse

kasihan all YTL-land shareholders....swap rate 1.14 ...now only 0.90

Posted by HowAh > 2019-11-15 17:25 | Report Abuse

Will the results be terrible? :(

Posted by dimpledbrain > 2019-11-18 09:49 | Report Abuse

YTL Land holders should just keep the shares out

Posted by Kingfish > 2019-11-20 20:19 | Report Abuse

وا هاي صحابة كوچڤت چڤت جوال،
توليسن چينا ده تق فهم...!

Posted by multi530 > 2019-11-21 23:22 | Report Abuse

today I received transfer form from my remiser...he has fill up all the particulars and what I need to do is just to sign oomly I

Posted by multi530 > 2019-11-21 23:23 | Report Abuse

I wondering someone must behind it otherwise remiser wouldn't be so nice to fill up the transfer form on my behalf

Posted by Good123 > 2019-11-25 14:33 | Report Abuse

ytl should rise in line with ytl power

Posted by Good123 > 2019-11-25 14:34 | Report Abuse

another push will be HSR to Singapore, due date in may 2020

Posted by Good123 > 2019-11-25 14:35 | Report Abuse

turnaround of mcement, becoming a reality, mcement price above 3

Posted by Good123 > 2019-11-25 14:36 | Report Abuse

also privatise ytlland cheaply without using cash, just swap with ytl shares at rm1.10

Posted by Good123 > 2019-11-25 14:37 | Report Abuse

YTL Corporation breached the RM0.95 level in its latest session. With an RSI level above 50%, a bullish bias may be present above this point with a target price of RM1.01, followed by RM1.05. Meanwhile, it may turn sideways if it dips back below the RM0.95 mark in the near term. In this case, support is anticipated at RM0.91 whereby traders may exit on a breach to avoid the risk of a further correction.

Trading Call: Buy on continuation above RM0.95

Target: RM1.01, RM1.05 (time frame: 3-6 weeks)

Exit: RM0.91

Source: AmInvest Research - 9 Oct 2019

Posted by Good123 > 2019-11-25 14:38 | Report Abuse

above 90sen with quarterly results released soon

Posted by Good123 > 2019-11-25 14:39 | Report Abuse

rm1 coming :)

INVESTMENT HIGHLIGHT

FY19 earnings disappointed

Deviation from shortfall in construction earnings, despite improvements

Utilities division resilient

Maintain NEUTRAL at unchanged TP of RM1.03

FY19 missed estimates. YTL’s FY19 earnings disappointed. The group reported core net profit of just RM2.4m for its 4Q19, which brought FY19F earnings to RM302m. This is below both our and consensus expectations accounting for 71% and 70% of full year forecasts respectively.

Construction earnings shortfall. The deviation against our forecast came mainly from a shortfall in construction earnings. Although construction revenues improved significantly (more than tripled compared to FY18), earnings failed to match this growth (albeit still posting a 71%yoy growth). We think this is more of timing of recognition of different parcels of the Gemas-JB double tracking project.

Construction order book. Gemas-JB double tracking is a substantial order book catalyst for the construction division – estimated contract value at RM8b (YTL’s portion). Another big catalyst will be the construction of YTL Power’s Tg Jati power plant in Indonesia (estimated construction value of RM4b). We are hopeful that the conclusion of the Indonesian elections should bring about some progress in this project.

Utilities division. Utilities division earnings were pretty much similar to last quarter. The year-on-year contraction is mainly due to last year’s one-off pension credit which inflated earnings. Power Seraya remained in the red in 4Q19 but pretax losses narrowed to RM22m (RM87m pretax loss in 3Q19) driven by higher volumes and revenue ( 8%qoq). Domestic power saw a 27%yoy earnings contraction due to an impairment taken, estimated at ~RM4.4m. Excluding this, earnings would have been slightly stronger.

Cement division. Cement revenue increased 21%yoy in 4Q19 driven by consolidation of Lafarge (circa one-month consolidation). Earnings also saw an improvement but this was driven by associates.

Earnings revision. Following our downward earnings revision for YTLP our FY20F earnings for YTL is revised down by 2%. We also introduce our FY20F at RM480m, implying 9.6% growth against FY20F.

Recommendation. Maintain NEUTRAL at unchanged SOP-derived TP of RM1.03 – the earnings revision, which was mainly to factor in the lower earnings expectation from YTL Power does not impact our valuation – pegged to our TP for YTL Power which remains unchanged.

Source: MIDF Research - 30 Aug 2019

Posted by Good123 > 2019-11-25 14:49 | Report Abuse

prefer ytl to its listed subsidiaries... more diversified in terms of industry and geography

Posted by Good123 > 2019-11-25 14:50 | Report Abuse

those ytl land shareholders obtained ytl shares wanted to sell, already done so. the only way is upward

Posted by Good123 > 2019-11-25 14:52 | Report Abuse

ytl more fun n potentials, vehicle to privatise ytlland, lafarge, etc

Posted by Good123 > 2019-11-25 15:01 | Report Abuse

good move by ytl . Malayan Cement Bhd
(Nov 19, RM3.28)
Upgrade to buy with a higher target price (TP) of RM3.95: We gather that rebates for cement have been reduced, resulting in higher cement prices. We believe YTL Cement’s acquisition of Malayan Cement Bhd (MCB) has improved industry dynamics that have been pressured by intense price competition and sluggish demand over the past few years. YTL Cement and MCB have a combined market share of about 60%, leading to cost synergies and better pricing power. In addition, we expect cement demand to recover with the revival of several major infrastructure projects. We factor in: i) a higher cement price of RM215 per tonne (from RM200 per tonne) in financial year 2021 (FY21); ii) better cost synergies between YTL Cement and MCB; and iii) an improved utilisation rate on the back of stronger demand next year. We upgrade our call on MCB to “buy” with a TP of RM3.95.

 
Several key projects such as the East Coast Rail Link (ECRL), Bandar Malaysia and Penang Transport Master Plan have recently been revived. This should help support cement prices and sales. We expect MCB’s cement sales to improve (FY20F [forecast]/FY21F/FY22F: 2%/4%/3%).

We do not discount the possibility of YTL Corp Bhd injecting YTL Cement into MCB in the future, given that YTL Cement has kept MCB’s listing status. This could create greater shareholder value.

Our TP of RM3.95 is pegged at an unchanged price-to-book multiple of 1.35 times, a 10% discount to MCB’s three-year mean of 1.5 times.

Sales volume might also improve with an expected increase in local demand. We believe domestic cement consumption contracted in the first half of calendar year 2019 due to slow progress in some key infrastructure projects, such as the Light Rail Transit Line 3.

However, we expect cement demand to recover gradually when work on these projects resumes, which is likely to spill over into next year. Demand from the ECRL project should also come next year as the subcontracting portion for local contractors is expected by early 2020.

We understand that MCB’s plants have been running at full steam except for the Rawang plant, which is being refurbished. Once the Rawang plant is completed, this could support MCB’s volume and help increase its overall utilisation rate.

As we are positive on MCB’s cost-optimisation efforts, a turnaround might come as soon as next year after its recent price recovery. We have imputed our assumption of higher cement prices — a RM15 per tonne increase — from our previous assumption. We also assume a higher utilisation rate driven by an expected increase in local demand and completion of refurbishment of the Rawang plant. According to our estimate, an increase of RM10 per tonne in the bulk price could boost MCB’s earnings by about RM35 million. — AllianceDBS Research, Nov 19

Posted by Good123 > 2019-11-25 15:04 | Report Abuse

grab some b4 HSR to Singapore restart

Posted by HowAh > 2019-11-25 17:17 | Report Abuse

Exit at 0.91....