Posted by Lam John > 2019-12-24 10:04 | Report Abuse

Only because founder generate handsome of profit previously make them have enough cash to buy back share. Dividend payouts need to in line with EPS. Not because a company can pays dividend means it good. Only company that can generate more EPS the share will appreciate. Share investment is about future prospect

Posted by Lam John > 2019-12-24 10:05 | Report Abuse

EPS 1 cent+++, pay dividend around 3 cent use retaining profit from founder

Posted by Lam John > 2019-12-24 10:07 | Report Abuse

Share buy back use company money to stabilizer share price. Without share buy back might deep below 80 cents de

Posted by Lam John > 2019-12-24 10:08 | Report Abuse

Improve company EPS the only ways make this company worth to invest

Posted by tradeworld > 2019-12-24 10:10 | Report Abuse

still not the bottom???? shall I wait until 0.80??? or shall pick up some first

Posted by Victor Yong > 2019-12-24 11:57 | Report Abuse

杨肃斌（杨忠礼机构）
昔日旧情分杯羹

隆新高铁与杨肃斌掌舵的杨忠礼机构（YTL,4677,主板公用事业组）渊源甚深，这项高速铁路重启怎么能忘了昔日的旧情呢？

杨忠礼机构早在1990年代末期和2006年提出修建隆新高铁的计划，但都因为经济因素而宣告搁置，直到马新政府在2016年签署合作协议，这条规划多年的高铁计划终于成行，而杨忠礼机构也靠著与TH产业私人有限公司合组的财团夺下则隆新高铁的南段PDP。

掌握再赢的主动权

可惜的是，2018年全国大选实现政党轮替后，政府因为财政和经济考量，决定将高铁项目展延两年。

现在，随著高铁计划有望重启，曾经打败无数对手取得PDP资格的杨忠礼机构自然掌握再赢的主动权。

虽然市场认为杨忠礼机构上次“黑马”跑出，加上新政府上台后更追求效率和透明度，重启后的隆新高铁竞标难度可能更高，但杨忠礼机构凭借雄厚的财政实力、有口皆碑的铁路建设和营运记录，再度跑出并不无可能。

手握13亿现 金铁路建设记录佳

截至2019年9月30日，杨忠礼机构手头上的现金就高达12亿9130万令吉，若加上短期投资，整个金额将大幅膨胀至148亿9043万令吉，财务实力堪称国内建筑业数一数二，要为这项庞大工程融资绝对没有问题。

除了财务实力，杨忠礼机构的铁路建设记录也非常亮眼。

该公司现为总值89亿令吉的金马士至新山双轨电动火车项目的3大承包商之一，同时参与建造和营运的吉隆坡机场快铁（ERL）建造费用是近20年来国内铁路项目最便宜的，每公里成本仅为4200万令吉，价廉物美的铁路建设成本绝对符合节俭的政府胃口。

就算不幸失落隆新高铁PDP，杨忠礼机构靠著国内最大洋灰商的光环，还是会为这项大型铁路项目供应建材，不会缺席整个隆新高铁的建设。

结语

从牌面上来看，以上5名大亨似乎都握得一手好牌，但隆新高铁一日尘埃未定，谁也不能预测就能有“美好结局”（Happy Ending）。因此，还请大亨们小心出牌，别把底牌都给对手看光了，让人抢食了百亿令吉的高铁大饼先机。

Posted by KoonYewSiong67 > 2019-12-27 11:21 | Report Abuse

break 90sen today...

Posted by Huat Leow > 2019-12-27 12:08 | Report Abuse

Previous shares buy back of YTL

Date #shares prices
12/6/18 5.5M 0.965-1.02 (first)
...
14/6/18 4.6M 1.05-1.07
...
20/6/18 7.8M 1.11-1.18
...
29/6/18 12.1M 1.10-1.13
...
10/7/18 6.1M 1.16-1.18
...
13/7/18 7.9M 1.22-1.27
...
17/7/18 4.5M 1.32-1.34
...
2/8/18 3.0M 1.36-1.36
3/8/18 2.0M 1.35-1.35
30/8/18 6.7M 1.25-1.33 (Last)

https://klse.i3investor.com/servlets/stk/annshrtxn/4677.jsp

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

80 cent don't dream la.

Posted by wah168 > 2019-12-27 15:54 | Report Abuse

why today so strong??

Posted by stocksyndicate > 2019-12-27 17:14 | Report Abuse

YTLPOWR is getting rerating. And Indonesia Jati power plant will get finance by June 2020. Everything going smoothly. Plus Ytl development in UK will bear fruits in the future. Good news good news good news........

Posted by stocksyndicate > 2019-12-27 17:18 | Report Abuse

Buy when others fears. I had a nephew and niece works as fund manager and honestly their uncle me are much better then both of them. Hahaha

Posted by 7300 > 2019-12-30 09:30 | Report Abuse

told u sold at .905,now go buy msm

Posted by KoonYewSiong67 > 2019-12-30 11:33 | Report Abuse

break .91 go add on...

Posted by KoonYewSiong67 > 2019-12-30 16:47 | Report Abuse

still can buy o nt?

Posted by JacLow > 2019-12-30 16:57 | Report Abuse

lucky no listen to someone go sell ..

Posted by KoonYewSiong67 > 2019-12-30 17:29 | Report Abuse

morning buy!!!

Posted by takashi86 > 2019-12-30 19:21 | Report Abuse

The gap between ytl & ytlp gonna be 20cents soon again...is weird, IB cover ytlp, but ytl is the one going North...

Posted by KoonYewSiong67 > 2019-12-30 19:58 | Report Abuse

https://www.klsescreener.com/v2/news/view/613732/ytl-power-biding-its-time

Posted by stocksyndicate > 2019-12-30 21:48 | Report Abuse

Who cares about the different between ytl or ytlpower. I owned both hahaha. But honestly nothing can stand in way now. Everything are turning positive in the long term. The rally just begun.

Posted by bktay123 > 2019-12-31 15:32 | Report Abuse

hopefully. have been sleeping for so long!

Posted by bone > 2020-01-01 13:25 | Report Abuse

HSR coming bck

Posted by takashi86 > 2020-01-01 13:29 | Report Abuse

Share price up merely SBB scheme kick in.

I been holding for last 5 years...everytime SBB will up but not last...

The greatest uptrend is cos by HSR announcement b in year 2017 hit 1.55...

Eventually wan ytl share up and sustainable, nid something exciting such as new project or higher dividend, which of cos higher profit.

Posted by ivan9511 > 2020-01-01 13:53 | Report Abuse

Now you guys know why I post last comment as :
I see many ytl comment truck and train all around kl area when I drive.
I know business cement is there .
If you believe in ytl just buy .
Now you know I already paper profit on ytl and ytlpower.
I only skip ytlland and ytlreiit.
Ytl and Ytlpower got potential become dark horses

Posted by KoonYewSiong67 > 2020-01-02 09:05 | Report Abuse

RM1 stil good to in...

Posted by JacLow > 2020-01-02 09:55 | Report Abuse

Wah rm1..better sell

Posted by wah168 > 2020-01-02 10:01 | Report Abuse

some good news is going release soon

Posted by gogowb97 > 2020-01-02 10:16 | Report Abuse

will it continue go up?

Posted by JacLow > 2020-01-02 10:25 | Report Abuse

83c to rm1 almost 17% up..quite alot rite

Posted by KoonYewSiong67 > 2020-01-02 10:40 | Report Abuse

no longer can get below RM1...

Posted by Victor Yong > 2020-01-02 11:04 | Report Abuse

above 1.1, :)

History -direct biz deal in 2019

Date Price Change Dir-Volume Day Volume Dir-Value Day Value Avg Price % of Total Share Remarks
13/06/2019 00:00:00 1.1300 - 901,500 901,500 1.019m 1.019m 1.1300 0.0083 -
25/04/2019 00:00:00 1.2200 - 48.400m 193.589m 59.048m 236.179m 1.2200 0.4436 -
25/04/2019 00:00:00 1.2200 - 50.000m 193.589m 61.000m 236.179m 1.2200 0.4583 -
25/04/2019 00:00:00 1.2200 - 50.000m 193.589m 61.000m 236.179m 1.2200 0.4583 -
25/04/2019 00:00:00 1.2200 - 45.189m 193.589m 55.131m 236.179m 1.2200 0.4142 -
17/04/2019 00:00:00 1.0850 -0.1350 60.000m 296.626m 65.100m 321.839m 1.0850 0.5499 -
17/04/2019 00:00:00 1.0850 -0.1350 60.000m 296.626m 65.100m 321.839m 1.0850 0.5499 -
17/04/2019 00:00:00 1.0850 -0.1350 38.269m 296.626m 41.522m 321.839m 1.0850 0.3508 -
17/04/2019 00:00:00 1.0850 -0.1350 21.731m 296.626m 23.578m 321.839m 1.0850 0.1992 -
17/04/2019 00:00:00 1.0850 -0.1350 60.000m 296.626m 65.100m 321.839m 1.0850 0.5499 -
17/04/2019 00:00:00 1.0850 -0.1350 56.626m 296.626m 61.439m 321.839m 1.0850 0.5190 -
07/03/2019 00:00:00 1.0900 0.0700 970,292 970,292 1.058m 1.058m 1.0900 0.0089 -
01/03/2019 00:00:00 1.0500 -0.0100 54.726m 54.726m 57.462m 57.462m 1.0500 0.5016 -

Posted by Victor Yong > 2020-01-02 11:06 | Report Abuse

ytl will continue share buyback above rm1.1 , fingers crossed

Posted by Victor Yong > 2020-01-02 11:11 | Report Abuse

now average price only, 82sen + Rm1.25/ 2 =RM1.035 :)

52 Weeks Range: 0.82 - 1.25

Posted by KoonYewSiong67 > 2020-01-02 11:12 | Report Abuse

big block Rm1.03....cant break gg

Posted by Victor Yong > 2020-01-02 11:13 | Report Abuse

just the begining, ytl has the bullet, example in 2018 :)


30-Aug-2018 30-Aug-2018 Buyback 6,665,600 1.250 1.330 View Detail
30-Aug-2018 30-Aug-2018 Buyback 6,665,600 1.250 1.330 View Detail
03-Aug-2018 03-Aug-2018 Buyback 2,000,000 1.350 1.350 View Detail
02-Aug-2018 02-Aug-2018 Buyback 3,000,000 1.360 1.360 View Detail
01-Aug-2018 01-Aug-2018 Buyback 3,438,000 1.330 1.350 View Detail
31-Jul-2018 31-Jul-2018 Buyback 2,448,000 1.340 1.340 View Detail
30-Jul-2018 03-Aug-2018 Buyback 13,886,000 1.310 1.360 View Detail
30-Jul-2018 30-Jul-2018 Buyback 3,000,000 1.310 1.310 View Detail
27-Jul-2018 27-Jul-2018 Buyback 4,000,000 1.300 1.300 View Detail
26-Jul-2018 26-Jul-2018 Buyback 3,000,000 1.310 1.310 View Detail
24-Jul-2018 24-Jul-2018 Buyback 4,000,000 1.320 1.320 View Detail
23-Jul-2018 27-Jul-2018 Buyback 15,000,000 1.300 1.320 View Detail
23-Jul-2018 23-Jul-2018 Buyback 4,000,000 1.310 1.310 View Detail
20-Jul-2018 20-Jul-2018 Buyback 3,500,000 1.290 1.310 View Detail
17-Jul-2018 17-Jul-2018 Buyback 4,500,000 1.320 1.340 View Detail
16-Jul-2018 20-Jul-2018 Buyback 17,963,000 1.290 1.340 View Detail
16-Jul-2018 16-Jul-2018 Buyback 9,963,000 1.300 1.330 View Detail
13-Jul-2018 13-Jul-2018 Buyback 7,912,000 1.220 1.270 View Detail
12-Jul-2018 12-Jul-2018 Buyback 10,969,000 1.170 1.210 View Detail
11-Jul-2018 11-Jul-2018 Buyback 2,000,000 1.150 1.150 View Detail
10-Jul-2018 13-Jul-2018 Buyback 26,972,000 1.150 1.270 View Detail
10-Jul-2018 10-Jul-2018 Buyback 6,091,000 1.160 1.180 View Detail
06-Jul-2018 06-Jul-2018 Buyback 9,000,000 1.140 1.150 View Detail
05-Jul-2018 05-Jul-2018 Buyback 6,761,000 1.130 1.140 View Detail
04-Jul-2018 04-Jul-2018 Buyback 7,967,000 1.100 1.110 View Detail
02-Jul-2018 06-Jul-2018 Buyback 28,543,000 1.100 1.150 View Detail
02-Jul-2018 02-Jul-2018 Buyback 4,815,000 1.110 1.130 View Detail
29-Jun-2018 29-Jun-2018 Buyback 12,134,400 1.100 1.130 View Detail
28-Jun-2018 28-Jun-2018 Buyback 3,168,000 1.080 1.100 View Detail
26-Jun-2018 26-Jun-2018 Buyback 2,000,000 1.110 1.110 View Detail
25-Jun-2018 29-Jun-2018 Buyback 19,840,400 1.080 1.160 View Detail
25-Jun-2018 25-Jun-2018 Buyback 2,538,000 1.140 1.160 View Detail
22-Jun-2018 22-Jun-2018 Buyback 6,075,000 1.120 1.140 View Detail
21-Jun-2018 21-Jun-2018 Buyback 6,853,000 1.100 1.170 View Detail
20-Jun-2018 20-Jun-2018 Buyback 7,810,000 1.110 1.180 View Detail
19-Jun-2018 19-Jun-2018 Buyback 8,500,000 1.070 1.100 View Detail
18-Jun-2018 22-Jun-2018 Buyback 33,638,000 1.040 1.180 View Detail
18-Jun-2018 18-Jun-2018 Buyback 4,400,000 1.040 1.070 View Detail
14-Jun-2018 14-Jun-2018 Buyback 4,600,000 1.050 1.070 View Detail
13-Jun-2018 13-Jun-2018 Buyback 4,600,000 0.990 1.060 View Detail
12-Jun-2018 14-Jun-2018 Buyback 14,700,000 0.965 1.070 View Detail
12-Jun-2018 12-Jun-2018 Buyback 5,500,000 0.965 1.020 View Detail

Posted by Victor Yong > 2020-01-02 11:28 | Report Abuse

at RM1.03 on Aug 5, 2019, now rebounded to Aug 5 punya price. uptrend continues :)

Posted by Victor Yong > 2020-01-02 11:32 | Report Abuse

HSR to be restarted, another boost to YTL and MCement :)

Posted by Victor Yong > 2020-01-02 11:32 | Report Abuse

just wait and see the show, continue to rise like Dayang :)

Posted by Victor Yong > 2020-01-02 11:51 | Report Abuse

Buyback more :)

During the current financial quarter and financial period to date, 84,799,254 ordinary shares were
issued in exchange for YTL Land & Development Berhad’s ordinary shares and ICULS at
RM1.14 per share, pursuant to the conditional share exchange offer by the Company.
As at 30 September 2019, the number of treasury shares held was 341,862,418 ordinary shares.

Posted by Victor Yong > 2020-01-02 11:53 | Report Abuse

Now ytl is an actively traded share with high liquidity

Posted by Victor Yong > 2020-01-02 12:02 | Report Abuse

Ytl's subsi is also performing well :)

KUALA LUMPUR (Dec 31): Affin Hwang Capital Research forecasts YTL Hospitality Real Estate Investment Trust (YTL REIT) to grow its distributable financial year 2020-2021 earnings (FY20-21E) by 9% year-on-year, driven by higher contributions from Green Leaf Niseko Village, JW Marriott KL and Brisbane Marriott Hotel, and lower financing cost for its Australian dollar borrowings.

In a note today, the research house said it has maintained its 'buy' call on YTL REIT at RM1.35 with a higher target price of RM1.46 (previously: RM1.38).

Affin Hwang said YTL REIT has a term loan denominated in Australian dollar amounting to A$342.8 million (circa RM984 million).

"YTL REIT obtained the loan in FY15 and it is repayable by a bullet payment on June 29, 2020. The term loan bears a weighted-average interest rate of 4.58%.

"We observe that Australian banks' lending rates for large business [have] declined in the recent years and expect YTL REIT to refinance the loan at a lower borrowing cost," it added.

The research house also said it has pencilled in a 100-basis-point decline in the finance cost for the Australian dollar loan, which should result in circa RM9.8 million savings and lift its FY21E earnings.

Meanwhile, Affin Hwang said it forecasts YTL REIT to grow its FY20E distributable earnings per unit by 10%, which is mainly driven by full-year contribution from Green Leaf Niseko Village acquired in September 2018, earnings recovery at Brisbane Marriott Hotel after completing its renovation works in April 2019 and rental revision at JW Marriott (+RM5.95 million per annum) following the completion of RM85 million renovation works.

The rental growth should more than compensate for higher finance costs, it said.

The research house said it continues to like YTL REIT's master leases, which account for 60% of the REIT's FY20E net property income.

"To recap, these master lease agreements with the lessees (mainly affiliate companies of YTL Corp Bhd) has long contract tenure and stable rental income, with a 5% step-up provision every five years.

"Elsewhere, we are mildly positive on its Australian hotels (under management contracts)," it added.

It also expects the Sydney Habour Marriott to sustain its strong occupancy while Brisbane Marriott should see a recovery after completing its renovation in April 2019.

Moreover, Affin Hwang said it expects defensive assets to remain in vogue and maintain its 'Overweight' rating on Malaysian REITs (MREITs).

"Taking a cue from the compressed 10-year Malaysian Government Securities (MGS) yield and a possible cut in overnight policy rate (OPR) in the first half of 2020 (1H20), we anticipate strong investor demand to drive further positive re-rating of the high-quality MREITs.

"Historically, MREITs' distribution yield is positively correlated to the 10-year MGS yield," it added.

At 6.4% FY20E yield, YTL REIT offers the highest yield among the MREITs under its coverage and the stock looks attractive, it said.

At 9:17am, YTL REIT units were traded at RM1.36 for a market capitalisation of RM2.32 billion.

Posted by Victor Yong > 2020-01-02 12:03 | Report Abuse

Another subsidiary would deliver better results too

Wrapping up financing for Tanjung Jati soon

“For Tanjung Jati, we are going to wrap up the financing, hopefully in the next few months,” Yeoh says, pointing to several options, such as the Exim Bank of China, US dollar financing or sukuk.

To recap, in March 2018 Indonesia’s state-owned utility firm PT Perusahaan Listrik Negara (PLN) renegotiated the Tanjung Jati PPA, which was first mooted in the 1990s. However, the administrative process was delayed by the Indonesian general election that was held in May this year.

It is widely reported that Indonesia typically provides government guarantee to IPPs for PLN’s financial obligation as the electricity supply’s single off-taker — an attractive clause for potential investors.

Tanjung Jati will see YTL Power’s first attempt to raise fresh capital in the Malaysian sukuk market to finance its project overseas. Yeoh believes the structure will also help portray Malaysia as a market to connect infrastructure projects with the necessary funding.

“It will solve a problem for our investors — our pension funds are hungry but there is no project in Malaysia.

“There will be country risk and currency risk, so there is a hedging element to it … So this is something new. They are quite keen, I think we will see how it goes.”

Tanjung Jati is YTL Power’s second greenfield power plant project outside Malaysia, and if successful, it will cement the company’s ability to compete with bigger players out there. Estimated to cost between US$2.7 billion and US$3 billion, Tanjung Jati A comes with a 30-year PPA up until 2051 and an indicative IRR of 12% to 13%.

Posted by Angielim9955 > 2020-01-02 13:08 | Report Abuse

Ivan9511 seem not bad recently I quiet quiet 静静follow him buy a few stocks all earn money
Including ytl and ytlpower also.
And after i see ivan comment on London biscuits last few times I bought in 6 sen sell at 11sen
London biscuits I almost 100% profit money can give me buy clothes for cny.
And as ivan advised ytl ytlpower osk cimb those are long term so I am not going to sell like London biscuits.
Thank you ivan for the cny clothes skirts bags

Posted by Victor Yong > 2020-01-02 14:26 | Report Abuse

before change of govt and postponement of HSR, ytl was traded at RM1.3+ in may 2018. if HRS restarts, no retendering like MRT to gamuda/mcc, ytl could return to RM1.3+ BE PATIENT


@Angielim9955 Ivan9511 seem not bad recently I quiet quiet 静静follow him buy a few stocks all earn money
Including ytl and ytlpower also.
And after i see ivan comment on London biscuits last few times I bought in 6 sen sell at 11sen
London biscuits I almost 100% profit money can give me buy clothes for cny.
And as ivan advised ytl ytlpower osk cimb those are long term so I am not going to sell like London biscuits.
Thank you ivan for the cny clothes skirts bags
02/01/2020 1:08 PM

Posted by Victor Yong > 2020-01-02 14:36 | Report Abuse

Share buyback is too early, small amount for YTL :)

i just take RM1, 24,741,900 shares ~ RM24mil+ for ytl :)

31-Dec-2019 31-Dec-2019 Buyback 11,380,000 0.950 0.990
30-Dec-2019 30-Dec-2019 Buyback 4,370,000 0.905 0.950
27-Dec-2019 27-Dec-2019 Buyback 187,900 0.885 0.895
26-Dec-2019 26-Dec-2019 Buyback 3,204,000 0.845 0.875
24-Dec-2019 24-Dec-2019 Buyback 3,600,000 0.830 0.850
23-Dec-2019 23-Dec-2019 Buyback 2,000,000 0.835 0.840

Posted by ivan9511 > 2020-01-02 14:36 | Report Abuse

@Angie thanks.
I only very easy strategy
Long term: ytl.osk mmc cimb Affin Insas Tropicana and .......
Fast in fast out : mrcb ekovest armada velo perdana London biscuits mlab netx fintec xox
Example fintec and mlab got grab money I lagi
And I lagi even faster than Olympic champion runner
I run as fast as I can to avoid trap

Posted by Victor Yong > 2020-01-02 14:45 | Report Abuse

ytl ada RM12bil + cash and cash equivalents @30-9-2019 :)

Posted by Victor Yong > 2020-01-02 14:52 | Report Abuse

dont sell too early, still a long way to go :)

Posted by Victor Yong > 2020-01-02 15:12 | Report Abuse

1% of RM12Bil+ ~ RM120mil+ ....still have plenty of bullets for share buyback, enhance shareholders' value, net assets per share RM1.2+ now, it should rise further when construction ans cement biz segment balloon :)

Posted by Victor Yong > 2020-01-02 15:29 | Report Abuse

Gamuda - 52 Weeks Range: RM2.27 - 4.04, now back to RM3.90, ytl's turn to recover :)