Posted by Eagle77 > 2024-03-27 15:27 | Report Abuse

This stock already overvalued @ overpriced may plunge at anytime guy ⬇️🩸🩸🩸

Posted by Eagle77 > 2024-03-27 16:07 | Report Abuse

Sold mine as contra gains 😎👍💰💥

Posted by Eagle77 > 2024-03-27 16:15 | Report Abuse

Tomorrow and after will be worst because of contra players selling and forced selling 🤣🤣🤣⬇️🩸🩸

Posted by EatCoconutCanWin > 2024-03-27 18:12 | Report Abuse

Keep boikot ma lai company.

Posted by DoctorM > 2024-03-29 07:34 | Report Abuse

So Engle , what should we buy after selling YTL ?? Probably sell YTL and buy more of YTL power , we don’t need HSR , all we need is to sign up a few global giants for using the Data Centre in Kulai !!!! Data is the new Gold in this Era .

Posted by speakup > 2024-03-29 07:42 | Report Abuse

Tenaga lah 💪

Posted by Leward88 > 2024-03-29 09:31 | Report Abuse

Moving up after contra players are washed out 😆

Posted by 5354_ > 2024-03-29 10:46 | Report Abuse

China Railway if win HSR not YTL what will happen?

Posted by 5354_ > 2024-03-29 11:52 | Report Abuse

ERL and HSR technology is it same?

Posted by arif42 > 2024-03-29 12:22 | Report Abuse

not same

Posted by Investorrr > 2024-03-29 13:27 | Report Abuse

I believe many investors buy YTL not so much for HSR, is mainly for contruction and property upcycle,building material especially cement & concrete, utilities, power play,data centre,and the important one is data centre for AI and supercomputer with Nvidia.HSR is just a supplement as is needs time to realise it.

Posted by Investorrr > 2024-03-29 13:31 | Report Abuse

HSR is just an old song,repeat and repeat again.YTL was one shortlisted for HSR project southern part.

Posted by Investorrr > 2024-03-29 13:45 | Report Abuse

I believe all three shortlisted candidates Bjland+MRCB+IJM, China construction, YTL are all would be awarded, as landscaping like earth work need IJM MRCB,railway alignment and concrete need YTL,technology and system plus funding and bus containers needs China

Posted by Investorrr > 2024-03-29 13:46 | Report Abuse

and also southern HSR and North part

Posted by B03392 > 2024-03-29 21:20 | Report Abuse

EPF wil be a big winner. Big shareholder in MRCB. IJM and YTL included. JV with China.👍

Posted by speakup > 2024-03-30 09:36 | Report Abuse

https://focusmalaysia.my/in-historic-first-saudi-arabia-to-enter-miss-universe-2024-pageant/

Posted by KingKKK > 2024-03-31 04:12 | Report Abuse

Q1 Sector SHOWDOWN (KingKKK): Unveiling Winners and Losers. YTLPOWER, YTL, CIMB, TENAGA, MAYBANK

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-31-story-h-184761510-Q1_Sector_SHOWDOWN_KingKKK_Unveiling_Winners_and_Losers_YTLPOWER_YTL_CI

Posted by Jonathan Keung > 2024-04-01 17:03 | Report Abuse

There is the distinct possibilities of the company appointed as a single sourcing request for proposal for the HSR rail link. Similar to what the MOF -Penang state announced the LRT project award

Posted by bergson > 2024-04-02 08:55 | Report Abuse

HSR

Posted by EquityJourneyman > 2024-04-02 12:38 | Report Abuse

The cost for Penang LRT will be within the RM10.5bil 🤑

https://www.thestar.com.my/news/nation/2024/04/02/penang-lrt-will-be-worth-the-hassle

Posted by Investorrr > 2024-04-02 14:02 | Report Abuse

consolidation for utilities sector may have ended

Posted by paktua73 > 2024-04-02 16:05 |

Post removed.Why?

Posted by murilo > 2024-04-03 08:46 | Report Abuse

iskandar benificiary

Posted by Eagle77 > 2024-04-04 13:17 | Report Abuse

Profit taking guys …Raya coming ⬇️🩸

Posted by Leward88 > 2024-04-05 11:15 | Report Abuse

Are you trying to grab it cheap, Eagle77? Seems like people don't want to dispose it even though Raya is coming😂

Posted by Eagle77 > 2024-04-05 21:38 | Report Abuse

Told u guys already…next week will be continuing profit taking 😜⬇️

Posted by cwc1981 > 2024-04-06 12:58 | Report Abuse

https://www.freemalaysiatoday.com/category/nation/2024/04/05/govt-willing-to-consider-concession-model-for-hsr-project/

Posted by speakup > 2024-04-08 07:31 | Report Abuse

http://www.financetwitter.com/2024/04/racist-umno-akmal-arrested-coward-pm-anwar-ministers-should-learn-real-leadership-from-sarawak.html
pmx sokong akmal

Posted by EquityJourneyman > 2024-04-08 15:59 | Report Abuse

nah, it's moving up. No sign of profit-taking

Posted by Investorrr > 2024-04-08 18:41 | Report Abuse

consolidation is over,

Posted by EquityJourneyman > 2024-04-09 09:34 | Report Abuse

it is passing Rm2.70 today

Posted by Plantermen > 2024-04-11 16:37 | Report Abuse

US stocks pull back because of uncertainties

Posted by OnTime > 2024-04-12 09:07 | Report Abuse

life is full of uncertainty

Posted by Plantermen > 2024-04-12 09:34 | Report Abuse

Yes. One thing is real. Cost of goods spike up hard to come down. The so called government re directed targeted on petrol subsidises would push up many other cost of living items. prices would increases exponentially if my transport costs increases, my freight charges increases, electricity & water rates is higher. Rental rate would mark up. Blame it on the government

Posted by Jonathan Keung > 2024-04-12 10:39 | Report Abuse

Straight forward. opposition win in Kuala Kubu Bahru by election on May 11. Anwar knows the figs in next GE

Posted by dragon328 > 2024-04-12 11:53 | Report Abuse

Statistics shows that local institutions have been net buyers of Bursa stocks in past 5 weeks since 1 March 2024. I suspect that some of these local funds have been accumulating YTL and YTL Power shares as they missed out both last year.

As of 30 June 2023, EPF still had at least 3.02% stakes in YTL Power and 2.58% stakes in YTL Corp. I suspect they have more now but still lower than 5%.

Both YTL and YTL Power shares are undergoing consolidation phase now, awaiting fresh catalysts for a break-up. As they have been consolidating for over 2 months, I suspect good news should be coming in next few weeks.

In terms of valuation, YTL is still cheap at 2024 forward PER of 13x (compared to 17x for Tenaga and 23x for PetGas). Earnings are expected to rise in coming quarters and coming years from:

1) Jordan Power which is running at full steam now amidst gas supply shortage in Jordan
2) Wessex Waters which may turn around as early as in Q3 FY2024 and to report bigger profit from 1st April 2024
3) data centre 1st phase with SEA Group which has been completed in Mar 2024
4) AI data centre which will complete 1st phase in early 2025
5) cement business which is seeing stable bulk cement selling prices in Jan-Mar 2024 while coal prices are under control
6) construction business which will add billions worth of contracts from AI data centre, warehouses for SEA, massive capex programmes of Wessex from 2025, prospects of HSR
7) hotels and shopping malls with full recovery of tourism activities
8) potential more asset monetisation such as injection of hotels into YTL REIT

Posted by dragon328 > 2024-04-12 11:55 | Report Abuse

I am not discounting the possibility of local institutional funds approaching YTL and YTLP for a private placement of 2%-3% at a discount to market prices, or simply accumulating from the open market.

This is likely so as YTL and YTLP are becoming among the largest cap companies in Bursa and local funds are encouraged to invest more money in Malaysia by bringing back funds from overseas.

Posted by Leward88 > 2024-04-12 11:58 | Report Abuse

Minor retracement after raya holiday ... I guess it can close at 2.60 or above today

Posted by dragon328 > 2024-04-12 12:06 | Report Abuse

But I am not suggesting anyone to chase high as there are always IBs trying to press the share price down ahead of their call warrants expiry. I suggest accumulation at low for long term investment.

Posted by JMpower > 2024-04-12 21:30 | Report Abuse

Thank you Mr Dragon328

Posted by speakup > 2024-04-13 11:22 | Report Abuse

https://focusmalaysia.my/did-a-slip-by-pkr-mp-confirm-that-umno-is-calling-the-shots-in-the-unity-government/
ni bukan kerajaan PH tapi kerajaan Umno!
GE16 we boycott! duduk rumah tonton TV makan popcorn

Posted by JMpower > 2024-04-13 15:36 | Report Abuse

Mr Dragon328
What is target price for YTL?

Posted by dragon328 > 2024-04-13 15:47 | Report Abuse

@JMpower, as I wrote in my last post on YTL & YTLP, I think it will be fair to attach a PER of 20x for a well diversified conglomerate like YTL, hence a target price of RM4.00.

If YTL wins the HSR, then the upside is a lot bigger.

Posted by JMpower > 2024-04-13 16:26 | Report Abuse

Mr Dragon 328
Thank you

Posted by Chong (Buy Valuable Stocks) > 2024-04-13 19:19 | Report Abuse

HSR.....a bit hopeless as leading by useless ministers..

Posted by speakup > 2024-04-13 19:36 | Report Abuse

Thanks to speculation Ytl get Hsr otherwise Ytl will only be rm1 lah. Be grateful

Posted by catalan > 2024-04-15 16:39 | Report Abuse

HSR 60-80billion project without government funding, use what to finance the loan? How much the price to sell per ticket? And how many ppl will travel from KL to SG, SG to KL? ROI is pretty low.

https://www.nst.com.my/news/nation/2024/03/1025564/hsr-project-will-not-involve-govt-funding-says-loke

Posted by wintergrouse > 2024-04-15 17:28 | Report Abuse

there will be many travelling when it take only 90 min to SG

Posted by fx115w > 2024-04-15 18:39 | Report Abuse

SGD80 per ticket. Targeted customers would be those Malaysian earning SGD8000 per month working in Singapore & have family in KL.

Posted by speakup > 2024-04-15 19:32 | Report Abuse

Ytl kaya. Can build Hsr and operate Hsr with 100 year concession. Tak perlu minta sedekah from govt