Posted by i3lurker > 2019-11-26 20:56 | Report Abuse

possibly 70 sen
unless they borrow money to pay dividends

Posted by Victor Yong > 2019-11-26 21:12 | Report Abuse

WITH A BETTER Q3 RESULTS THAN Q2, TARGET PRICE WILL BE REVISED UPWARD PROBABLY TOMORROW :)


Quarter
Revenue (Mil)
PBT(Mil)
NP(Mil)
NP to SH(Mil)

30-Sep-2019 5,284,664 184,098 100,293 15,307
30-Jun-2019 5,039,177 186,688 87,915 2,441

Price Target
Date Open Price Target Price Upside/Downside Price Call Source
30/08/2019 0.99 1.03 +0.04 (4.04%) HOLD MIDF

Posted by Victor Yong > 2019-11-26 21:40 | Report Abuse

Share valuation, bukan hanya look at PE. High pe juga bermakna high growth companies

Posted by Victor Yong > 2019-11-26 21:43 | Report Abuse

The price-earnings ratio (P/E ratio) relates a company's share price to its earnings per share.
A high P/E ratio could mean that a company's stock is over-valued, or else that investors are expecting high growth rates in the future.
Companies that have no earnings or that are losing money do not have a P/E ratio since there is nothing to put in the denominator.

Posted by Victor Yong > 2019-11-26 21:44 | Report Abuse

Ytl is a high growth company , acquire lafarge, new hotels in Malaysia and overseas, overseas projects worth billions, etc

Posted by Victor Yong > 2019-11-26 21:52 | Report Abuse

The 4 Basic Elements of Stock Value

BY ANDREW BEATTIE Updated Jul 14, 2019


Investing has a set of four basic elements that investors use to break down a stock's value. In this article, we will look at four commonly used ratios and what they can tell you about a stock. Financial ratios are powerful tools to help summarize financial statements and the health of a company or enterprise.


KEY TAKEAWAYS
Financial statements can be used by analysts and investors to compute financial ratios that indicate the health or value of a company and its shares.
P/E, P/B, PEG and dividend yields are four commonly used metrics that can help break down a stock's value and outlook.
Any single ratio is too narrowly focused to stand alone, so combining these and other financial ratios gives a more complete picture.
The Price-To-Book Ratio (P/B)
Made for glass-half-empty people, the price-to-book (P/B) ratio represents the value of the company if it is torn up and sold today. This is useful to know because many companies in mature industries falter in terms of growth, but can still be a good value based on their assets. The book value usually includes equipment, buildings, land and anything else that can be sold, including stock holdings and bonds.


With purely financial firms, the book value can fluctuate with the market as these stocks tend to have a portfolio of assets that goes up and down in value. Industrial companies tend to have a book value based more on physical assets, which depreciate year over year according to accounting rules.


In either case, a low P/B ratio can protect you – but only if it's accurate. This means an investor has to look deeper into the actual assets making up the ratio.

The 4 Basic Elements Of Stock Value

Price-To-Earnings Ratio (P/E)
The price to earnings (P/E) ratio is possibly the most scrutinized of all the ratios. If sudden increases in a stock's price are the sizzle, then the P/E ratio is the steak. A stock can go up in value without significant earnings increases, but the P/E ratio is what decides if it can stay up. Without earnings to back up the price, a stock will eventually fall back down.


The reason for this is simple: A P/E ratio can be thought of as how long a stock will take to pay back your investment if there is no change in the business. A stock trading at $20 per share with earnings of $2 per share has a P/E ratio of 10, which is sometimes seen as meaning that you'll make your money back in 10 years if nothing changes.

The reason stocks tend to have high P/E ratios is that investors try to predict which stocks will enjoy progressively larger earnings. An investor may buy a stock with a P/E ratio of 30 if he or she thinks it will double its earnings every year (shortening the payoff period significantly). If this fails to happen, the stock will fall back down to a more reasonable P/E ratio. If the stock does manage to double earnings, then it will likely continue to trade at a high P/E ratio.

You should only compare P/E ratios among companies in similar industries and markets.

The PEG Ratio
Because the P/E ratio isn't enough in and of itself, many investors use the price to earnings growth (PEG) ratio. Instead of merely looking at the price and earnings, the PEG ratio incorporates the historical growth rate of the company's earnings. This ratio also tells you how your stock stacks up against another stock. The PEG ratio is calculated by taking the P/E ratio of a company and dividing it by the year-over-year growth rate of its earnings. The lower the value of your PEG ratio, the better the deal you're getting for the stock's future estimated earnings.

By comparing two stocks using the PEG, you can see how much you're paying for growth in each case. A PEG of 1 means you're breaking even if growth continues as it has in the past. A PEG of 2 means you're paying twice as much for projected growth when compared to a stock with a PEG of 1. This is speculative because there is no guarantee that growth will continue as it has in the past.

The P/E ratio is a snapshot of where a company is and the PEG ratio is a graph plotting where it has been. Armed with this information, an investor has to decide whether it is likely to continue in that direction.

Dividend Yield
It's always nice to have a back-up when a stock's growth falters. This is why dividend-paying stocks are attractive to many investors – even when prices drop, you get a paycheck. The dividend yield shows how much of a payday you're getting for your money. By dividing the stock's annual dividend by the stock's price, you get a percentage. You can think of that percentage as the interest on your money, with the additional chance at growth through the appreciation of the stock.

Although simple on paper, there are some things to watch for with the dividend yield.

Posted by Victor Yong > 2019-11-26 21:53 | Report Abuse

Dividend Yield (CONTINUED)
It's always nice to have a back-up when a stock's growth falters. This is why dividend-paying stocks are attractive to many investors – even when prices drop, you get a paycheck. The dividend yield shows how much of a payday you're getting for your money. By dividing the stock's annual dividend by the stock's price, you get a percentage. You can think of that percentage as the interest on your money, with the additional chance at growth through the appreciation of the stock.

Although simple on paper, there are some things to watch for with the dividend yield. Inconsistent dividends or suspended payments in the past mean that the dividend yield can't be counted on. Like water, dividends can ebb and flow, so knowing which way the tide is going – like whether dividend payments have increased year over year – is essential to making the decision to buy. Dividends also vary by industry, with utilities and some banks typically paying a lot whereas tech firms invest almost all their earnings back into the company to fuel growth.

The Bottom Line
P/E, P/B, PEG and dividend yields are too narrowly focused to stand alone as a single measure of a stock. By combining these methods of valuation, you can get a better view of a stock's worth. Any one of these can be influenced by creative accounting – as can more complex ratios like cash flow.

As you add more tools to your valuation methods, discrepancies get easier to spot. These four main ratios may be overshadowed by thousands of customized metrics, but they will always be useful stepping stones for finding out whether a stock is worth buying.

Posted by JBond007 > 2019-11-26 22:34 | Report Abuse

Super cheap. Today dropped due to
a) YTL Land shareholders throw???
b) QR result???

Posted by Victor Yong > 2019-11-26 22:44 | Report Abuse

Many solid institutional investors, :) sila duduk, jangan lari.

ANNUAL REPORT 2019
Analysis of Shareholdings
as at 23 September 2019

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 4,704,491,387 44.16
2 Citigroup Nominees (Tempatan) Sdn Bhd
– Employees Provident Fund Board
622,197,887 5.84
3 HSBC Nominees (Asing) Sdn Bhd
– Credit Suisse (Hong Kong) Limited
490,215,221 4.60
4 RHB Capital Nominees (Tempatan) Sdn Bhd
– Pledged Securities Account for Yeoh Tiong Lay & Sons Holdings Sdn Bhd
460,000,000 4.32
5 Amanahraya Trustees Berhad
– Amanah Saham Bumiputera
284,237,844 2.67
6 Jamaican Gold Limited 261,798,317 2.46
7 Tien Shia International Limited 217,078,398 2.04
8 Orchestral Harmony Limited 196,796,355 1.85
9 Steeloak International Limited 183,087,748 1.72
10 Puan Sri Datin Seri Tan Kai Yong @ Tan Kay Neong 137,552,943 1.29
11 Bara Aktif Sdn Bhd 115,217,861 1.08
12 Tan Sri Dato’ (Dr) Francis Yeoh Sock Ping, CBE, FICE 99,427,095 0.93
13 State Secretary, Pahang 96,591,400 0.91
14 Yeoh Tiong Lay & Sons Holdings Sdn Bhd 93,460,901 0.88
15 HSBC Nominees (Asing) Sdn Bhd
– JPMCB NA for Vanguard Emerging Markets Stock Index Fund
71,210,010 0.67
16 HSBC Nominees (Asing) Sdn Bhd
– JPMCB NA for Vanguard Total International Stock Index Fund
70,269,997 0.66
17 Cartaban Nominees (Asing) Sdn Bhd
– Exempt An for State Street Bank & Trust Company (West CLT OD67)
60,663,850 0.57
18 Citigroup Nominees (Asing) Sdn Bhd
– CBNY for Dimensional Emerging Markets Value Fund
58,704,211 0.55
19 Dato’ Yeoh Seok Kian 56,621,344 0.53
20 Dato’ Yeoh Soo Keng 55,213,386 0.52
21 RHB Capital Nominees (Tempatan) Sdn Bhd
– Pledged Securities Account for Hasil Mayang Sdn Bhd
54,725,584 0.51
22 Citigroup Nominees (Tempatan) Sdn Bhd
– Valuecap Sdn Bhd
53,389,600 0.50
23 Dato’ Yeoh Soo Min 52,833,890 0.50
24 Amanahraya Trustees Berhad
– Amanah Saham Malaysia 2 - Wawasan
50,047,400 0.47
25 Yeoh Tiong Lay & Sons Holdings Sdn Bhd 49,670,371 0.47
26 Citigroup Nominees (Asing) Sdn Bhd
– Exempt an for Citibank New York (Norges Bank 14)
43,474,500 0.41
27 Tan Sri Dato’ (Dr) Francis Yeoh Sock Ping, CBE, FICE 43,234,144 0.41
28 Cartaban Nominees (Tempatan) Sdn Bhd
– Pamb for Prulink Equity Fund
42,464,000 0.40
29 Citigroup Nominees (Asing) Sdn Bhd
– CBNY for Emerging Market Core Equity Portfolio DFA Investment Dimensions Group INC
38,754,317 0.36
30 Maybank Nominees (Tempatan) Sdn Bhd
– Maybank Trustees Berhad for Public Regular Savings Fund (N14011940100)
35,783,232 0.34
Total 8,799,213,193 82.62

Posted by HowAh > 2019-11-26 22:51 | Report Abuse

The selling today was pretty strong. Why would ytlland shareholders sell when they got it at 1.10?

Posted by Victor Yong > 2019-11-26 22:57 | Report Abuse

After acquiring loss-making lafarge for future growth, surely affecting short term profit. NTA only fell slightly, RM1.23 per share. It is growth story, the revenue growth rate was miraculous. :)

Dividend (cent)
: 4.000 ^
Dividend Yield (%)
: 4.68
NTA (RM)
: 1.230

Posted by Victor Yong > 2019-11-26 22:59 | Report Abuse

near closing time, don't know, maybe, someone saw the results, spread biased info/news, caused panick selling.. tomorrow, expecting it to be back to normal and likely to rebound. hold your breath.

@HowAh The selling today was pretty strong. Why would ytlland shareholders sell when they got it at 1.10?

Posted by Victor Yong > 2019-11-26 23:01 | Report Abuse

Looking towards 2020, implementing HSR to Singapore will surely boost its cement segment and also construction :)

Posted by Victor Yong > 2019-11-26 23:02 | Report Abuse

Visit Malaysia Year 2020 will also boost its hotels and resorts segment :)

Posted by Victor Yong > 2019-11-26 23:08 | Report Abuse

someone short its shares towards closing time (if any) will get burned tomorrow. fingers crossed :)

Posted by Newbie917 > 2019-11-26 23:21 | Report Abuse

I’m confused, when did YTL win the HSR contract?

Posted by HowAh > 2019-11-26 23:55 | Report Abuse

Hi Victor. Wasn't the results out after 5? I hope you are right and that this is the bottom. :)

Posted by Good123 > 2019-11-27 00:06 | Report Abuse

will grab some ytl shares, once in a lifetime chance to buy at such price.

Posted by Newbie917 > 2019-11-27 07:27 | Report Abuse

https://www.google.com/amp/s/amp.theguardian.com/environment/2019/oct/13/firms-ignoring-climate-crisis-bankrupt-mark-carney-bank-england-governor

Posted by Newbie917 > 2019-11-27 07:30 | Report Abuse

The world is changing very fast. Look at yesterday’s climate article, global temperature rises are out of control. International regulators will start penalising companies still in fossil fuels.

Posted by Lam John > 2019-11-27 08:04 | Report Abuse

Probably may go lower if still perform badly next quarter

Posted by Lam John > 2019-11-27 08:12 | Report Abuse

Once drops lower high chance they will private it. But privatation price won't be high. YTlland privatised at 0.30 only

Posted by i3lurker > 2019-11-27 08:13 | Report Abuse

should be lower
so 29 sen?

Posted by Lam John > Nov 27, 2019 8:12 AM | Report Abuse
Once drops lower high chance they will private it. But privatation price won't be high. YTlland privatised at 0.30 only

Posted by Lam John > 2019-11-27 08:16 | Report Abuse

Better invest in YTL REIT that manage by professional

Posted by Lam John > 2019-11-27 08:16 | Report Abuse

Only YTL REIT within YTL group worth to invest

Posted by Good123 > 2019-11-27 08:44 | Report Abuse

I will buy ytl, diversified geographically and segmetally. the growth is miraculous. for biz , takda growth=retarded /backward

Posted by Good123 > 2019-11-27 08:45 | Report Abuse

hopefully, ytl remains the same price level as yesterday not rebound a lot before I manage to grab some today :)

Posted by Victor Yong > 2019-11-27 09:10 | Report Abuse

strong support. better buy earlier if interested to invest in it :)


@Good123 hopefully, ytl remains the same price level as yesterday not rebound a lot before I manage to grab some today :)

Posted by Victor Yong > 2019-11-27 09:11 | Report Abuse

maybe, attracted institutional funds to grab up ytl shares at this price level :)

Posted by Victor Yong > 2019-11-27 09:11 | Report Abuse

it could attract a rally and strong rebound instead today. fingers crossed

Posted by JacLow > 2019-11-27 09:11 | Report Abuse

It's always shud b 10c different from ytlp

Posted by Victor Yong > 2019-11-27 09:13 | Report Abuse

admire the entrepreneurship spirit of ytl, acquired lafarge to turnaround it to enhance shareholders' value, coming few billion pounds project in UK and many more. Quarterly revenue exceeded RM5billion+... it is a growth story although short term profit is affected for long term gain :)

Posted by Victor Yong > 2019-11-27 09:14 | Report Abuse

if entrepreneurs penakut tak take calculated risks to grow, better be a worker :)

Posted by Victor Yong > 2019-11-27 10:07 | Report Abuse

Price 85sen / Book Value RM1.23= 69%+ only. dividend yield 4sen/85sen x 100=4.7%+ , much higher than FD rate :)

Posted by Good123 > 2019-11-27 10:28 | Report Abuse

baguslah dapat grab some syer tadi

Posted by Good123 > 2019-11-27 10:29 | Report Abuse

will be above 90sen pretty soon. glut feeling :)

Posted by Good123 > 2019-11-27 10:49 | Report Abuse

when people r fearful, u should be greedy (warren Buffett)

Posted by Good123 > 2019-11-27 10:50 | Report Abuse

dividend stock, big market cap about rm10bil. lowest price ever. buy3

Posted by Haggan11 > 2019-11-27 13:31 | Report Abuse

Hard to compete on merit.

Posted by ronald118 > 2019-11-27 17:41 | Report Abuse

expect 2020 divided will drop to 3cents or 2 cents...

Posted by ronald118 > 2019-11-27 18:38 | Report Abuse

0.36 x 0.85 mother share today..= 0.306 now for YTL land....huatsss

Posted by HowAh > 2019-11-27 20:27 | Report Abuse

Unreal. Price target 75 Sen only

Posted by takashi86 > 2019-11-27 21:46 | Report Abuse

Nothing exciting yet to happen...all under financial closure or planning stage...jordan, indon, bristol, hsr and etc...

Unless u r patient enuf, otherwise till next year 1st qtr i think ytl share price wont go anywhr around .80-.95

Hope im wrong...as i bought during 1.5...pity me...

Posted by kenny chua > 2019-11-28 09:05 | Report Abuse

First look at YTL’s plans for state-of-the-art homes on Filton Airfield

A landmark development that will see a former Bristol airfield converted into a state-of-the-art housing estate has taken a major step forward.

Malaysian firm YTL Developments have submitted a planning application to start building the first cluster of their 2,675 homes on Filton Airfield.


The homes - ranging in size from one bedroom flats to four bedroom houses - will be the first phase in the development of a completely new neighbourhood in the north of the city, to be known as Brabazon.

Posted by kenny chua > 2019-11-28 09:06 | Report Abuse

hold

Posted by Newbie917 > 2019-11-28 11:13 | Report Abuse

Can’t just look at the positives, you need to take a balanced view of overall risk / likelihood of these mega projects being awarded / regulatory risk / political risk etc.

Posted by Newbie917 > 2019-11-28 11:15 | Report Abuse

E..g What happens if labour win the UK election ? > they will renationalise all water assets.

Posted by takashi86 > 2019-11-28 12:53 | Report Abuse

@newbie917

Totally agreed!!

Most ppl that promote hard here...newbie to ytl...they tot got durian runtuh share price shot up at ytl...just let them day dream...

Holding power to share such as ytl is the key...but they dun get it...

No nid to explain much...just let them do all the hard promote, like previous ppl, they will be silence in another 1-2 months...

Posted by Newbie917 > 2019-11-28 13:29 | Report Abuse

@takashi86 yes I get the same feeling! ppl must take a balanced view before investing.

YTL is a well resourced and well managed company but times are changing and they must change with the times. Eg Investing in fossil projects like Jordan / Indo is not a good idea, especially with new international regulators planned who will penalise companies who are contributing to the climate issue. Just see my link above to Mark Carney Governor of Bank Of England’s statement.

Look at some of the worlds largest asset managers who recently said they will vote out boards of energy companies who are not addressing the climate issue. YTL must either innovate or invest where new fortunes can be made. Else they will become a dinosaur.

Posted by takashi86 > 2019-11-28 15:12 | Report Abuse

Malaysia Solar is coming in a big way soon...i dun see ytl grab any seat at all...zzz