Posted by Lam John > 2019-12-05 16:31 | Report Abuse

Dividend % because share drops so much

Posted by Lam John > 2019-12-05 16:31 | Report Abuse

YTL dividend pay out down trend also

Posted by Lam John > 2019-12-05 16:32 | Report Abuse

Next quarter dividend might lower

Posted by Lam John > 2019-12-05 16:34 | Report Abuse

Better consider YTLREIT that declare almost 8 cent of dividend and it price surge from 1.18 to 1.33 within one years

Posted by Lam John > 2019-12-05 16:36 | Report Abuse

YTL only declare dividend 4 cent this year and it price drop from 1.25 to 82 now. Is it worth keep for dividend

Posted by ronald118 > 2019-12-05 17:12 | Report Abuse

next year dividend 2 cent , how much you expect price.....

Posted by Victor Yong > 2019-12-05 18:03 | Report Abuse

Next year, things seem to favour ytl. Big projects will benefit cement and construction, visit Malaysia year 2020, its hotels, etc :)

economist highlighted several other growth catalysts that may lead to an upward revision of 20- to 30 basis points (bps) to UOB Malaysia’s 4.4% GDP forecast for 2020, to the range of between 4.6% and 4.8%, Goh said.

These catalysts include private consumption remaining robust, the materialisation of approved manufacturing investments, a continuation of major civil engineering projects such as the Mass Rapid Transit 2 (MRT2), Light Rail Transit Line 3 (LRT3), Pan Borneo Highway, Central Spine Road, East Coast Rail Link, TRX and Bandar Malaysia.

The continued recovery from supply side shocks, mainly agriculture and mining, diversification of the country’s economic structure, and the hosting of international events and Visit Malaysia 2020 initiatives may also lend some support, she added.

Posted by Victor Yong > 2019-12-05 18:24 | Report Abuse

for short term investors, they should hold till end of feb 2020, quarterly result should be released, it should be better e.g. Oct to Dec 2019 (hotels, cement). By Feb 2020, it should be announced that HSR will be restarted :) Also, few hotels (UK) of YTL worth RM1bil+ to be injected into YTL REITs will also be confirmed. :)

Posted by Victor Yong > 2019-12-05 18:46 | Report Abuse

announcement to restart HSR can be anytime from now :)

https://www.straitstimes.com/politics/malaysia-remits-15-million-in-abortive-costs-to-singapore-for-deferred-high-speed-rail

Posted by Victor Yong > 2019-12-05 18:48 | Report Abuse

With the HSR, more singaporeans could live in Klang Valley for retirement, properties in klang valley could recover in price :)

https://www.straitstimes.com/singapore/spore-agreed-on-deferment-to-show-goodwill-to-neighbour

Posted by Victor Yong > 2019-12-05 18:51 | Report Abuse

:) HSR delayed

https://www.straitstimes.com/singapore/housing/delay-not-likely-to-affect-prices-of-property-say-experts

Posted by GoldenShares > 2019-12-05 20:01 | Report Abuse

waiting for window dressing, : )

Posted by Newbie917 > 2019-12-05 22:39 | Report Abuse

Very confused. When did YTL win the HSR project? I thought project would be put to tender etc when it’s announced. Or is it that all a company has to do to win a project this to suggest the idea in the first place?

Posted by Good123 > 2019-12-06 07:22 | Report Abuse

https://www.thestar.com.my/business/business-news/2018/04/06/two-consortia-secure-civil-works-portion-of-hsr-project

Posted by Good123 > 2019-12-06 07:22 | Report Abuse

HSR uses cement also :)

Posted by Victor Yong > 2019-12-06 08:01 | Report Abuse

YTL is a bombed-out stock having fallen 34% YTD. We do not even see such price level 20 years ago during the 1998 Asian financial crisis. :)

Posted by i3lurker > 2019-12-06 08:05 | Report Abuse

once Directors privatize any of their businesses

Big Funds view it extremely negatively as borderline dodgy with trust issues.

ALL SELL

scared later privatized 30 sen or maybe 20 sen

Posted by Victor Yong > Dec 6, 2019 8:01 AM | Report Abuse
YTL is a bombed-out stock having fallen 34% YTD. We do not even see such price level 20 years ago during the 1998 Asian financial crisis. :)

Posted by Victor Yong > 2019-12-06 08:10 | Report Abuse

For as Gamuda-MMC MRT stuff, just proceed... further delay will cause Malaysia to pay more compensation to Singapore :)

YTL Corp pulls off surprise
BUSINESS
Saturday, 07 Apr 2018

12:00 AM MYT
By INTAN FARHANA ZAINUL

Contractor’s JV is one of two PDPs for KL-Singapore HSR project

YTL Corp Bhd has again caught the market by surprise with its recent win of a portion of the job in the multi-billion ringgit Kuala Lumpur–Singapore High Speed Rail (HSR) project.


In the run-up to the 14th General Election, MyHSR Corp announced the appointment of two project delivery partners (PDPs) for the HSR project. They are the joint ventures (JVs) of MALAYSIAN RESOURCES CORP

(MRCB-Gamuda JV) and YTL Corp’s Syarikat Pembenaan Yeoh Tiong Lay Sdn Bhd with TH Properties Sdn Bhd (YTL-THP JV), a subsidiary of Lembaga Tabung Haji.

The announcement, which came two days before the parliament is dissolved, took the market by surprise.


Many were not expecting such a major development to take place before a general election, considering that the HSR project is the most prestigious development that will involve two countries over the next seven years.


Nevertheless, the latest win puts YTL as as the top beneficiary of rail construction projects, sharing the limelight with companies such as Gamuda Bhd and George Kent (Malaysia) Bhd. Until now, both Gamuda and George Kent have been the favoured stocks among analysts as a major proxy for new rail contracts in the country.

In the span of four months, YTL, which built the Express Rail Link (ERL) in 1996, has bagged two major rail projects.

In December, it received a rail package worth RM8.6bil for the Gemas-Johor Baru electrified double-track railway project.

As a PDP, YTL-THP will be responsible for designing and delivering the civil works of the KL-SG HSR project at an agreed cost and within the schedule of completion.

Apart from YTL and THP, the other partner in the YTL-THP JV is said to be the SIPP group, which is linked to the Johor Palace.

The SIPP group has bagged a few federal government-sponsored projects in the state following its partnership with the YTL group, including the RM8.6bil Gemas-Johor Baru double-track project.

The Gemas-Johor Baru double-track project involves the construction of 197km of double tracks, stations, electric trains, depots, land viaduct, bridges, and electrification and signalling systems.

Back to the HSR project, the MRCB-Gamuda JV has been selected for the northern portion of the alignment, while YTL-THP has been selected for the southern portion.

The job scope of the PDP to oversee civil works contracts for the HSR project between Bandar Malaysia and the southern tip of Johor, is by far the biggest and most prestigious railway contract so far.

According to CIMB Research, the combined value of the civil works at HSR is estimated at RM30bil-RM40bil and the PDP fee is 6% of total civil works.

The 6% figure is similar to the amount given to PDPs managing the works in the the mass rapid transit (MRT) projects.

CIMB estimates that the MRCB-Gamuda JV will manage contracts worth about RM20bil-RM23bil, assuming its scope of work involves the stretch between Bandar Malaysia to the Malacca-Johor. The portion is about 65% of total works.

The value of civil works to be under the purview of the YTL-THP JV is about RM10bil-RM12bil.

The research house points out that unlike the role of the PDPs in the MRT works, there is a possibility that the PDPs of HSR project would be allowed to participate in the construction works.

“We understand that the tender for HSR’s civil works is only applicable to local contractors,” it said in a report yesterday.

CIIMB targets that the civil work for the HSR project to start in early next year.

Shares of YTL has risen more 5.2% year to date.

It is worth noting that YTL’s share price has seen a 14-month decline since 2016, before surging almost 39% in early January this year to RM1.55, following the announcement of it landing the job to build the Gemas-Johor Baru double-track project.

Yesterday, YTL closed at RM1.43 a share, rising more than 9% after announcing its PDP role in the HSR project.

The JVs of Gamuda-MRCB and YTL-THP beat a formidable consortium involving IJM Corp Bhd
image: https://cdn.thestar.com.my/Themes/img/chart.png

and Sunway Construction Bhd for the PDP job.

IJM and Sunway partnered Maltimur Resources Sdn Bhd, a company linked to the influential Tan Sri Bustari Yusoff of Sarawak and Jalinan Rejang Sdn Bhd.

Maltimur Resources and Jalinan Rejang were the PDP for the Pan-Borneo Highway.

“YTL-THP started as underdogs when the bidding started.

“The strongest point was YTL’s link to SIPP in the Gemas-Johor Baru project,” said a contractor.

Posted by Good123 > 2019-12-06 08:16 | Report Abuse

yalah, I grab and by end of Feb 2020, surely in the money :)

Posted by Victor Yong > 2019-12-06 09:14 | Report Abuse

Another +factor of ytl, almost 70% of revenue derived from overseas :)


The Group’s foreign operations continue to be largest contributors, with overseas operations accounting for approximately 68.1% of the
Group’s revenue and 78.8% of non-current assets for the 2019 financial year, compared to 69.9% and 77.1%, respectively, last year.

Posted by Good123 > 2019-12-06 09:18 | Report Abuse

smart lah~70% of revenue generated from overseas, ~80% of assets(non-current). safelah. good risk management

Posted by Good123 > 2019-12-06 09:19 | Report Abuse

jual one overseas asset, harga all time high nanti macam igb :)

Posted by Good123 > 2019-12-06 09:21 | Report Abuse

jual mana2 aset luar negeri , pasti untung besar , nilai ringgit dah merosot dengan teruk dibawah umno bn melebihi 60tahun :)

Posted by Good123 > 2019-12-06 09:22 | Report Abuse

tahun depan , inject UK hotels into ytl REITs, ytl pasti dapat realised profit besar on disposal :)

Posted by Good123 > 2019-12-06 09:28 | Report Abuse

jumlah pendapatan ytl - 70%(luar negeri):30 %(Malaysia )

Posted by Good123 > 2019-12-06 09:30 | Report Abuse

jumlah aset(bukan semasa): 80%(luar negeri): 20%(Malaysia )

Posted by Good123 > 2019-12-06 09:31 | Report Abuse

jual beberapa UK hotels kepada ytl REITs, 2020, untung berapa ratus Juta ringgit nanti ? :)

Posted by Good123 > 2019-12-06 09:38 | Report Abuse

starting 2020, harga apartment / condominium for foreigners lowered to rm600k, ytlland could reduce stocks and make profit too

Posted by Newbie917 > 2019-12-06 10:41 | Report Abuse

Even more confused. You are referring to an article date before the election took place. Much has happened since then like BN Govt is no longer in power and project was terminated, then put on hold, etc. So what you are saying is all the original ‘winners’ will still get these deals under the new govt?

Posted by Victor Yong > 2019-12-06 10:44 | Report Abuse

the new govt honoured all the previous govt contracts, ECRL, MRT, etc. :p

Posted by Victor Yong > 2019-12-06 10:46 | Report Abuse

YTL has expertise in constructing rail line e.g. ERL, etc :) Deserved HSR involvement :)

Posted by Good123 > 2019-12-06 10:57 | Report Abuse

I prefer ytl to other conglomerates because ~70% of its revenue from overseas also about 80% of assets in overseas. hedge against our ringgit and economy

Posted by Victor Yong > 2019-12-06 11:25 | Report Abuse

YTL sudah ~70% of total revenue came from overseas :)

Gamuda to boost overseas contribution to 50% for construction segment
By Amir Imran Husain Safri | 05 Dec 2019 / 13:58



Gamuda to boost overseas contribution to 50% for construction segment


SHAH ALAM: Gamuda Bhd aims to increase overseas contribution for its construction business to 50% over the next three years from the current 20%, largely from its operations in...

Posted by Good123 > 2019-12-06 13:42 | Report Abuse

privatization for ytlland was carried out based ON rm1.10 per YTL SHARE. WIN2

Posted by Victor Yong > 2019-12-06 14:07 | Report Abuse

:)


Express Rail Link Sdn. Bhd. (ERL) is a joint venture company between YTL Corporation Berhad, Lembaga Tabung Haji, SIPP Rail Sdn. Bhd. and Trisilco Equity Sdn. Bhd. with each partner holding 45%, 36%, 10% and 9% of the company respectively. On the 25th of August 1997, the Malaysian government presented the company with a 30-year concession to finance, build, maintain and control the operations of the railway.

Construction began in May 1997 and was completed 5 years later. It was then handed over to SYZ consortium, a joint relations consortium between German and Malaysian companies consisting of Siemens AG, Siemens Electric Engineering Sdn. Bhd and Syarikat Pembenaan Yeoh Tiong Lay Sdn. Bhd (SPYTL), a wholly owned subsidiary of YTL Corporation Bhd.

ERL Maintenance and Support was set up in 1999 and is responsible for the operations and maintenance of trains owned by ERL. The company was initially a joint venture between Express Rail Link Sdn. Bhd. and Siemens AG, but since June 2005 it has been wholly owned by Express Rail Link Sdn. Bhd.[2]

The 1997 financial crisis that hit Asia caused a brief setback to the project but due to strong governmental support, the project went on to completion. The project raked up a cost of RM2.4 billion which was financed through equity mergers (RM500 million), loans from Development and Infrastructure Bank of Malaysia (RM940 million) and the remainder through import credit[3] from four German financial institutions.

Posted by Victor Yong > 2019-12-06 14:10 | Report Abuse

ERL, possible for the extension to NS & Melaka :)

Expansion
A 2.14 km extension to the new KLIA2 terminal of Kuala Lumpur International Airport has been completed. Commercial service commenced on 1 May 2013.
There are proposal to extend the line to Labu, Seremban and Melaka

Awards and Achievements
Year Award Category Result Ref(s)
2014 Global AirRail Awards North Star Air Rail Link of the Year Won [14]
2015 Global AirRail Awards North Star Air Rail Link of the Year Won [14]
2016 Global AirRail Awards North Star Air Rail Link of the Year Won [14]
Social Responsibility Won

Posted by Victor Yong > 2019-12-06 14:16 | Report Abuse

good for ECRL, ERL & HSR to interconnect in NS for maximisation of usage, connectivity, etc... possible for ERL to be expanded into NS :)

Posted by Good123 > 2019-12-06 14:25 | Report Abuse

buy rate 70% today, mau uptrend ka :)

Posted by Victor Yong > 2019-12-06 14:29 | Report Abuse

are all these UK hotels to be sold to YTL REITs next year as reported? :)

YTL Hotels expands portfolio in UK with three acquisitions ...
https://www.theedgemarkets.com › article › ytl-hotels-expands-portfolio-u...
Sep 30, 2016 - KUALA LUMPUR (Sept 30): YTL Corp Bhd's wholly-owned subsidiary YTL Hotels & Properties Sdn Bhd has expanded its luxury portfolio and ...
Malaysia's YTL Hotels to open second London hotel | Hotel ...
https://www.hotelmanagement.net › openings › malaysia-s-ytl-hotels-to-op...
Malaysia's YTL Hotels to open second London hotel. by Victoria Rosenthal |. Jul 25, 2018


By Sharen Kaur - October 7, 2019 @ 11:52am
LONDON: YTL Corp Bhd is preparing to inject its UK properties, estimated to worth over RM1 billion, into its global hospitality real estate investment trusts (YTL Reit) next year.

The group, through YTL Hotels & Properties Sdn Bhd, owns and operates five luxury hotels across United Kingdom.

They are The Academy Hotel in Bloomsbury district, Threadneedles Hotel in London, Monkey Island Estate in the village of Bray, Berkshire on the River Thames, Gainsborough Bath Spa in Bath and the Glasshouse hotel in Edinburgh, Scotland.

YTL Corp executive director Datuk Mark Yeoh said all the five hotels are performing well in terms of occupancy and revenue.

“The hotel business has been very robust since we acquired the properties. All the numbers are very positive. The yields are good, giving us over six per cent per annum. We continuously aim for higher numbers,” Yeoh told the New Straits Times in an exclusive interview here.

Yeoh, who is also executive director for YTL Hotels, added that the group had invested circa about 100 million pounds to acquire and refurbish the properties in the last three to four years.

He said YTL had a global mandate to grow the YTL Reit business and it had been expanding steadily over the years.

YTL Reit, listed in 2005, had a market capitalisation of about RM2.28 billion as at October 3 thisyear, with a wide portfolio of prime hotel properties valued around RM5 billion.

The hospitality assets range from business to luxury hotels and are spread across a range of unique locations worldwide.

In Malaysia, these include the JW Marriott Hotel Kuala Lumpur, The Majestic Hotel Kuala Lumpur, The Ritz-Carlton, Kuala Lumpur (Hotel and Suite wings), the Pangkor Laut, Tanjong Jara and Cameron Highlands resorts and the Vistana chain of hotels in Kuala Lumpur, Penang and Kuantan.

The Reit's international portfolio comprises Hilton Niseko Village and The Green Leaf Niseko Village in Japan and the Sydney Harbour, Brisbane and Melbourne Marriott hotels in Australia.

“When we invest in a property, we give it a three to five years horizon. Our properties have to be reitable. We have investors or unit holders who are always with us. They have been long term with us. We have investors dialogue and they are always asking us about expansion.

“We told them when the hotel business matures, and when it gives a lot of yield or yield accretion, we will offer it to the Reit and this is what we are working on doing currently. The numbers are getting there for the London properties,” he said.

YTL Reit’s fourth-quarter net property income (NPI) grew 3.7 per cent year-on-year because of higher master leases, which in turn, was mainly due to the acquisition of The Green Leaf Niseko Village in Japan in September last year.

The NPI increase to RM60.26 million in the fourth financial quarter ended June 30, 2019 (4QFY19) from RM58.11 million a year ago.

Its realised income grew 6.8 per cent to RM35.77 million from RM33.49 million in 4QFY18.

Quarterly revenue increased 1.8 per cent to RM118.67 million from RM116.6 million in 4QFY18.

YTL Reit declared a final income distribution per unit (DPU) of 2.1 sen per unit for the financial year ended June 30, 2019 (FY19). The payout represents 100 per cent of the total distributable income for FY19.

For full FY19, YTL Reit’s NPI increased 1.8 per cent to RM253.28 million versus RM248.83 million the previous year, while revenue fell two per cent to RM490.9 million from RM501 million in FY18.

Its realised income for the year remained flat at RM134.15 million compared with RM134.011 million.

“Our Reit is now giving circa over six per cent so whatever assets we put in they must achieve REIT-accretion. The UK assets are just perfect to grow YTL Reit.

“We are opportunistic investors now. We have a pipeline of assets coming in and we want to constantly give to the Reit. By early 2021 YTL Reit will be bigger than its current size,” said Yeoh.

Posted by Lam John > 2019-12-06 15:07 | Report Abuse

Move to YTLREIT before too late

Posted by Newbie917 > 2019-12-06 15:11 | Report Abuse

Hope you guys are right. Whatever happens the numbers will speak for themselves. Look forward to the next quarter bring a profitable one.

Posted by Lam John > 2019-12-06 15:14 | Report Abuse

Private of YTLLAND to a win -win by small shareholders. It private at very low price even base on YTL RM1.10. How much your values now if convert ytlland share to YTL share.1000 YTLLAND share left around RM 200 +++ after YTL share tumbles from 1.10 to 0.82 now

Posted by Lam John > 2019-12-06 15:15 | Report Abuse

Only largest shareholders the winner of privatised of YTLLAND with such low price

Posted by Lam John > 2019-12-06 15:17 | Report Abuse

Gets ready of YTL been privatised at lower prices after this

Posted by Lam John > 2019-12-06 15:34 | Report Abuse

1000 YTLLAND share /3.2=313 YTL share.
313 YTL share *0.825=RM258( not include dividend)

Posted by Lam John > 2019-12-06 15:36 | Report Abuse

If the price of YTL is RM1.10
313 *1.10=RM344

Another paper lost of 25 % after conversion

Posted by Victor Yong > 2019-12-06 16:09 | Report Abuse

KUALA LUMPUR (Dec 6): The FBM KLCI continued to climb into positive territory in tandem with regional stocks which ticked higher, as risk sentiment was lifted by positive comments from Washington on the ongoing trade talks with Beijing.

FTSE Russell and Bursa Malaysia also said there will be no changes to the constituents of the FTSE Bursa Malaysia (FBM) KLCI, following the semi-annual review of the FBM Index Series yesterday (Dec 5).

At the time of writing, the benchmark index rose 3.61 points to 1567.19. So far, 1.52 billion shares were traded for RM714.37 million.

U.S. President Donald Trump said on Thursday that the talks were "moving right along", even as the two sides remained at odds over rolling back existing tariffs and other issues such as the protests in Hong Kong, Reuters said.

"U.S.-China trade talks are complex; fraught with a multitude of quantitative (e.g. magnitude of farm purchases) and qualitative (e.g. IP and forced transfer of technology) issues. But at this stage, tariff rollback threatens to be the deal-breaker," Reuters wrote, quoting Mizuho Bank in a note to clients.

At Bursa Malaysia, a mixture of plantation and rubber stocks lifted the KLCI.

Topping the gainers list on the index was Sime Darby Plantation Bhd which rose two sen or 0.85% to RM2.36; as well as Kuala Lumpur Kepong Bhd, climbing 38 sen or 1.6% to RM24.12, and Hartalega Holdings bhd which rose seven sen or 1.36% to RM5.20.

Posted by takashi86 > 2019-12-06 16:33 | Report Abuse

Wao....byk comments now...so happening...

Ytl can go try bid...chance is slim, but no harm to try

https://www.google.com/amp/s/www.businesstimes.com.sg/government-economy/jakartas-mrt-network-set-for-us40b-expansion%3famp?espv=1

Posted by whytwocare > 2019-12-06 16:37 |

Post removed.Why?

Posted by ivan9511 > 2019-12-06 17:09 | Report Abuse

For Ytl hope is on cement.
Ytl cement as you can see all over the road highway ktm
Is a most important cement in Malaysia
If cement start earning more money
Ytl can above 1 rjnggit6.
Just one thing is IS YOU GUYS STILL TRUST THE BOSS OR NOT