Posted by AMIRUL > 2024-01-26 09:57 | Report Abuse

HSR - Keretapi Tanah Melayu Berhad partner with BJLAND

Posted by Goldberg > 2024-01-26 10:00 | Report Abuse

FOREIGN FUNDS accumulating this GEM

26-Jan-2024 Insider UBS GROUP AG (a substantial shareholder) acquired 5,865,600 shares on 22-Jan-2024.

Posted by Plantermen > 2024-01-26 10:11 | Report Abuse

Without prejudice or disrespect to any parties. Beryaya led rail group consortium submitted the RFI proposal on 15 Jan. Based on My HSR announcement only short listed company or consortium will only be invited to submit the RFP proposal after evaluation. Berjaya rail group has team up with multiple partners. IJM, MRCB, KTMB, Hitachi Rail, Hyundai Rotem and Deutsch AG unit DB { GMbh } engineering. Whereas YTL group is said to partnering with China CRRC { world largest rolling rail stock manufacturer } under I belt 1 road project initiated by the Chinese government. Soft loans and financing is undertaken by CCB { China Construction Bank} which is involved with ECRL. At this point we can only guess the group that has the expertise and proven TRACK record and deep pockets will be the winner in this beauty contest. Based on latest news announcement Berjaya group returned to the black in the first quarter { Sept 30} with a profit of RM 15.8 million against a net loss of RM - 16.4 in the same quarter last year. Financial wise Berjaya led group of multiple partners needs a huge cash injections from 5 or 6 it's partners. The HSR link cost is estimated anything between RM 100-120billion. the total outlay may even exceed RM 200 billion for the 10 year timeliness. We are not privy to the terms and requirements. We can ONLY make our own calculated guess. Just sharing my own 2 sen view & ideas

Posted by ismadi > 2024-01-26 10:15 | Report Abuse

last week i hold YTL 100%
YTL 100% reduced 10% now .....90%money after selling YTL ..TUESDAY I buy BJLAND 30% WCT 30% MRCB 30% still holding YTL 10%

Posted by Plantermen > 2024-01-26 10:25 | Report Abuse

The Indonesia HSR rail link between Jakarta - Banding was financed by China Development Bank and a state run fund KCIC { 60 % Indonesia and 40% balance hold by China Railway Engineering} most likely the HSR rail link may take a leaf from Indonesia

Posted by Plantermen > 2024-01-26 10:26 | Report Abuse

Not a buy call. Please do your research before you buy or sell

Posted by oE360884 > 2024-01-26 10:40 | Report Abuse

Backtesting 2.42 ......, resistance turned support. UBS Group AG increased stake again .... good news, Lets see if YTL can scale to new ATH if can break out of 2.48 decisively.

Posted by zaleha > 2024-01-26 10:56 | Report Abuse

ECRL kelantan pahang kampung bukit bukit no development place ...will lose money let CHINA ...🤣

Posted by zaleha > 2024-01-26 10:58 | Report Abuse

Plantermen bro.. HSR KL-SG important line is GOLDEN EGG government will not foreign hands go control... give local company control😁

Posted by TiffanixLVxHermes > 2024-01-26 11:05 | Report Abuse

HSR hardly make money.. how much ticket it needs to sell? cheaper than air ticket?
BUT it surely helps landowner/construction/stock market make money instantly..

Posted by pang72 > 2024-01-26 11:39 | Report Abuse

Posted by pang72 > 1 week ago | Report Abuse

Ytlpower $4.50
Ytl $3.50
Lets go

Posted by Jonathan Keung > 2024-01-26 11:49 | Report Abuse

Landmatter is under State jurisdiction. HSR a federal project but needs State approval. HSR rail line runs from Singapore right thu Johor, Malacca , N. Sembilan , Selangor, PutraJaya , KL { DBKL } . Any project of this scale needs political aid to push thru

Posted by Jonathan Keung > 2024-01-26 13:56 | Report Abuse

UBS has acquired around 6.51% or 713,836,073 units of YTL shares starting from late last year. Are our local IB investment fraternity missed out something which UBS has spotted hands on. Or is UBS analyst know something which we are not aware of

Posted by forfun0808 > 2024-01-26 14:49 | Report Abuse

Does anybody know where to get info of ytl’s RFI consortium?

Posted by prince4 > 2024-01-26 15:00 | Report Abuse

Agjl now EPF sell YTL buy MRCB BJLAND

Posted by prince4 > 2024-01-26 15:14 | Report Abuse

foreign funds UBS goreng up anytime sell YTL short selling YTL like topglove supermax

Posted by prince4 > 2024-01-26 15:17 | Report Abuse

EPF linked Govt. ...EPF is insider their know who take HSR project and make their investment..

Posted by Leward88 > 2024-01-26 15:51 | Report Abuse

YTL is being focused by news 😁 https://theedgemalaysia.com/node/698693

Posted by sugumaran > 2024-01-26 15:59 | Report Abuse

HSR

Posted by sugumaran > 2024-01-26 16:00 | Report Abuse

HSR BENEFICIARY CONSTRUCTION AND PROPERTY

Posted by zhang > 2024-01-26 16:02 | Report Abuse

jangan bertengkar di sini siapa suka ytl belilah siap suka mrcb belilah siapa suka bjland belilah

Posted by zhang > 2024-01-26 16:02 | Report Abuse

asalkan HSR semua pelabur untung

Posted by zhang > 2024-01-26 16:02 | Report Abuse

HSR HOOT 9E

Posted by faiz > 2024-01-26 16:03 | Report Abuse

ya betul bro...

Posted by faiz > 2024-01-26 16:04 | Report Abuse

hsr mantapp

Posted by Agjl > 2024-01-26 16:17 | Report Abuse

Zhang bro, i tak bergengkar dan juga tak berniat to do so. I just state the facts, thats all. Anyway its just my humble opinion. Be it ytl bjland mrcb or abc, we all are responsible to our own hard earned money. Only we know ourself the best. All the best to all! Cheers!

Posted by pang72 > 2024-01-26 16:47 | Report Abuse

YTL is completely lagged with YTL power shot up to $3.96
And, potential HSR award

Posted by pang72 > 2024-01-26 16:49 | Report Abuse

When ytlpower hits $5.15 hlib target, ytl at least $3.50..
It can't be stay at $2.50 like that... I believe

Posted by sugumaran > 2024-01-26 16:52 | Report Abuse

https://theedgemalaysia.com/node/698693

Posted by pang72 > 2024-01-26 20:01 | Report Abuse

UBS GROUP AG (a substantial shareholder) acquired 5,865,600 shares on 22-Jan-2024.

UBS adds $14.2 mils YTL shares AGAIN

Posted by pang72 > 2024-01-26 20:02 | Report Abuse

This is the evidence of foreign fund continuing like YTL as undervalue stock

Posted by pang72 > 2024-01-26 21:51 | Report Abuse

Date Open High Low Close Change Volume
2024-01-26 2.39 2.47 2.38 2.45 +0.08 (3.375%) 45,088,600
2024-01-24 2.33 2.42 2.33 2.37 +0.05 (2.155%) 51,217,900
2024-01-23 2.30 2.36 2.26 2.32 +0.03 (1.31%) 33,479,700
2024-01-22 2.20 2.32 2.19 2.29 +0.11 (5.045%) 39,926,800

THIS WEEK CONTINUING 4 CONSERVATIVE DAYS UP FROM 2.18 TO 2.45..
UP 27C FOR THE WEEK

Posted by Plantermen > 2024-01-26 21:52 | Report Abuse

UBS is the world's biggest private bank in terms of AUM {assets under management}

Posted by pang72 > 2024-01-26 21:53 | Report Abuse

After visiting so many stock, ytl and power still my most favorable stocks because the most I gain... Because many billions dollars project as Catalyst with full participation from foreign fund..

Posted by pang72 > 2024-01-26 21:54 | Report Abuse

This readers in the forum mostly practising high standard in sharing the comment... World peace... Wait for Chinese New Years Angpow from Tan Sri Yeoh :)

Posted by probability > 2024-01-26 21:59 | Report Abuse

amazing news just saw! Another interesting week coming...

Posted by pang72 > Jan 26, 2024 8:01 PM | Report Abuse

UBS GROUP AG (a substantial shareholder) acquired 5,865,600 shares on 22-Jan-2024.

UBS adds $14.2 mils YTL shares AGAIN

Posted by pang72 > 2024-01-26 22:30 | Report Abuse

Yes! Next week another great week for ytl and power!

Posted by messisanta > 2024-01-27 00:02 | Report Abuse

Wat will happen to the shate price if Ytl make some announcements like mrcb? Haha

Posted by Volz4321 > 2024-01-27 08:12 | Report Abuse

Hahahhahaha, limit up la what else🤣🤣🤣

Posted by Goldberg > 2024-01-27 10:23 | Report Abuse

Agjl - HSS Engineering Bhd will be another big winner regardless of whoever wins the HSR project. The most prominent engineering company in Bursa. Just sharing TQ.

Posted by paktua73 > 2024-01-27 13:43 |

Post removed.Why?

Posted by pang72 > 2024-01-27 21:19 | Report Abuse

26 January 2024

MQ Research: YTL Corporation – digital and physical infrastructure player

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Macquarie Equities Research (MQ Research) recently hosted meetings with Tan Sri Francis Yeoh who is an executive chairman of YTL Corporation (YTL). Among key things discussed include latest development in several projects and business progress in YTL and YTL Power (which YTL has a 56% stake in), such as its bidding involvement in major infrastructure projects, Green Data Centre (GDC) progress in Johor, and the recent KLIA express extension contract, among others.

In addition, YTL’s management foresees steady earnings contribution and improving prospects for its cyclicals business segments in cement, construction and hospitality. Further, MQ Research sees YTL and YTL Power as potentials to be added to the MSCI Global Standard Index in the upcoming index rebalancing on 13 February. Read on for an excerpt of MQ Research’s report dated 26 January 2024…

Company background: MQ Research hosted meetings with YTL’s executive chairman Tan Sri Francis Yeoh for MQ Malaysia Corporate Day in Singapore. YTL has a 56% stake in YTL Power (YTLP MK, not rated), which is developing a 500MW Green Data Centre (GDC) park in Johor, and is partnering with Nvidia Corp to build a 100 megawatt (MW) artificial intelligence (AI) infrastructure centre.

Improving cyclicals, growth opportunities: Management sees steady earnings contribution from its utilities division (approximately 70% of revenue) and improving prospects for its cyclicals (e.g. cement, construction, hospitality). YTL is a bidder in major infrastructure projects such as MRT3 and KL-S'pore High Speed Rail.

Growth opportunities in Johor: Phase 1 of the RM1.5bil GDC will commence with 48MW coming online this year. YTL has secured SEA Ltd (32MW) as an anchor tenant. Tan Sri had indicated of a similar partnership that Nvidia has with Lambda and CoreWeave.

ERL extended for 30 years: Following seven years of negotiation, the Express Rail Link (ERL), 45%-owned, has received a 30-year extension for its concession. The new agreement comes with a profit-sharing mechanism, with the government entitled to 30% of earnings when internal rate of return (IRR) exceeds 10%. MQ Research notes ERL fares were unchanged for years since 2002, despite scheduled increases in the original agreement.

RM4bil proceeds from unlocking of assets: In the last three years, the group generated RM4bil proceeds from the sale of its Electranet stake, Dama cement plant and Genting landbank. Management has identified potential RM15bil worth of landbank in Malaysia to be unlocked.

Potential inclusion into the MSCI index: The next MSCI rebalance will be announced on 13 Feb. Macquarie’s Index Strategist sees YTL Corp and YTL Power as potential additions to the MSCI Global Standard Index.


Financials and valuations
For 1Q24 ended Sept, YTL Corp's revenue rose 16% year-on-year (YoY) to RM7.5bil, while net profit grew to RM522mil (vs. RM37mil). Utilities earnings grew 300% due to improved PowerSeraya margins and stronger Singapore dollar, while the cement division benefited from higher vol and stable selling prices. The company is trading at 14x FY24E price-to-earnings ratio (PER) (Bloomberg’s consensus).

Posted by Goldberg > 2024-01-27 21:21 | Report Abuse

MQ Research sees YTL and YTL Power as potentials to be added to the MSCI Global Standard Index in the upcoming index rebalancing on 13 February.

What is MSCI Global index?
The MSCI ACWI is a stock index that tracks nearly 3,000 stocks in 47 developed and emerging market countries. Approximately $4.3 trillion in assets are benchmarked to the index as of June 30, 2023. 2. The MSCI ACWI index is used as a benchmark for global equity funds and as a guide to asset allocation.

Posted by pang72 > 2024-01-27 22:02 | Report Abuse

Yes! Very sharp to spot the key points...
The inclusion to MSCI Global index is very strong catalyst for YTL and power!

Posted by MYOCBC > 2024-01-28 15:28 | Report Abuse

From “simply wll st”
MAYBANK
Malayan Banking Berhad
RM9.14
24.6% OVERVALUED
set
FV RM7.34
PE 11.7x
E 4.2%
RM9.40
1.2%
4.6%
Jan 26 2024
RM9.14

YTLPOWR
YTL Power International Berhad
RM3.97
9.8% OVERVALUED
set
FV RM3.61
PE 11.9x
E -5.3%
RM3.18
10.0%
443.8%
Jan 26 2024
RM3.97

YTL
YTL Corporation Berhad
RM2.45
60.5% UNDERVALUED
set
FV RM6.20
PE 17x
E 0.4%
RM2.14
12.4%
329.8%
Jan 26 2024
RM2.45

Posted by speakup > 2024-01-28 15:44 | Report Abuse

Wow Maybank overvalued???? No wonder Edge Mr Tong dump Maybank from his portfolio

Posted by xcu843 > 2024-01-28 20:25 | Report Abuse

Wow, ytl FV value so high. So it still got chance to up again.

Posted by pang72 > 2024-01-28 20:44 | Report Abuse

YTL forward value $6.20?

Posted by pang72 > 2024-01-28 20:45 | Report Abuse

I expect ytlp $4.50
Ytl $3.50

Posted by pang72 > 2024-01-28 20:45 | Report Abuse

YTL $6.20? Need to digest...