Posted by xiaochen > 2023-07-20 08:51 | Report Abuse

Ramalan: Selepas 3 suku, EPS YTLP teleh mencatat 2.14+2.45+6.41=11 sen.
Jika suku keempat pencapaian adalah seperti beriku:

2.5 sen jadikan kesemua 13.5 sen. Saya teka inilah harga saham diberi kepada YTLP sekarang.

4 sen jadikan kesemua 15 sen. Saya teka ini ramalan dari RHB

6 sen jidikan kesemua 17 sen. Saya teka ini ramalan dari CIMB

9 sen jadikan kesemua 20 sen. Saya teka ini ramalan dari HLB.

Saya setuju dengan ramalan dari HLB……kerana mereka telah mengamal tepat pada suku laporan dahulu. Kemunkinan besar meraka akan mengamal tepat sekali lagi.

Posted by xiaochen > 2023-07-20 08:56 | Report Abuse

How much will your water bills go up by in April
https://metro.co.uk/2023/04/01/how-much-water-bills-go-up-in-april-2023-and-how-to-beat-the-rise-2-18535767/

Posted by bullrun2025 > 2023-07-20 09:20 | Report Abuse

@xiaochen, what is your tp for YTLp

Posted by bullrun2025 > 2023-07-20 09:29 | Report Abuse

Wessex, £504, +£42 YOY, is the highest among water & sewerage company

Posted by dragon328 > 2023-07-20 09:48 | Report Abuse

@bullrun2025, what is this 504 pounds with Wessex?

Posted by bullrun2025 > 2023-07-20 09:50 | Report Abuse

utility bill amount for 1 year

Posted by xiaochen > 2023-07-20 10:30 | Report Abuse

@bullrun2025 i adopt the forecast done by HLB, which is Rm 2.05.

So, now you know the impact from the hike start from 1 April to Wessex, which is around 8.3%.

Posted by dragon328 > 2023-07-20 10:32 | Report Abuse

thanks bullrun2023. That is about 9% increase as approved

Posted by bullrun2025 > 2023-07-20 10:33 | Report Abuse

Hopefully wessex can turn profit for this quarter.

Posted by cktay > 2023-07-20 10:33 | Report Abuse

Digital bank startups backed by Grab Holdings Ltd. and Sea Ltd. have started accepting larger deposits in Singapore
https://www.bnnbloomberg.ca/grab-s-digibank-to-accept-bigger-deposits-signaling-cap-raised-1.1947723.amp.html

Posted by cktay > 2023-07-20 10:34 | Report Abuse

Digital banks set to reshape the banking landscape with bite-size loans and deposits
https://themalaysianreserve.com/2023/07/17/digital-banks-set-to-reshape-the-banking-landscape-with-bite-size-loans-and-deposits/
YTL partner SEA in M'sia

Posted by dragon328 > 2023-07-20 10:36 | Report Abuse

Zhuge_Liang, I am looking at Genm, Genting, Bonia and Padini besides YTL & YTLPower.

I think the first 2 may have more meaningful rebounds after the state elections.

Bonia and Padini are good consumer plays, both at net cash position and have strong operating cashflows.

Posted by Zhuge_Liang > 2023-07-20 10:38 | Report Abuse

Noted.
Thank you dragon328.

Posted by goody99 > 2023-07-20 11:23 | Report Abuse

For Q4, I expect EPS to be between 2 sen and 6 sen. I assume the following:
- there is still provision item in Wessex (index-link bond that I do not understand)
- Jordan plant to contribute to revenue but not profit due to start up cost

Posted by dragon328 > 2023-07-20 12:08 | Report Abuse

@goody99, you may probably be right, as I am also looking at around 6 sen EPS for Q4 partly due to your 2 reasons above.

As interest rates got raised by another 0.5% in the past quarter, I suspect there may be more provision in Wessex' index-linked bonds.

Jordan power as you mentioned might incur some start-up costs as the 2nd unit was commissioned. Furthermore, recent news suggests that Nepco had only been paying half of the fees recognised in the PPA.

Posted by bullrun2025 > 2023-07-20 12:46 | Report Abuse

@dragon328, if nepco only pay half to YTLp, May I know that the Jordan power plant profit or lost for this quarter

Posted by dragon328 > 2023-07-20 14:19 | Report Abuse

@bullrun2025, if Nepco only pays half of the PPA payments to YTLP Jordan Power, then the other half may be classified as trade receivables and get capitalised in the balance sheet, while the full payment is recognised as profits in the P&L. This is one way of accounting treatment.

On the other hand, if the other half payment is no way in sight of receiving from Nepco, then Jordan Power may not recognise the full PPA payments as revenue in the P&L and hence will book in some losses as its operating costs are more than half the PPA payments.

Posted by bullrun2025 > 2023-07-20 14:46 | Report Abuse

@dragon328, how about the cash flow if nepco only pay half

Posted by dragon328 > 2023-07-20 14:56 | Report Abuse

cahsflows wise it will be more straightforward. It will be just cash coming in, even half of PPA payments may be just enough to service the debts

Posted by bullrun2025 > 2023-07-20 15:27 | Report Abuse

Dragon328 thank You

Posted by hng33 > 2023-07-20 23:07 | Report Abuse

Malaysia so conveniently allow new entrant, starlink, to enter already crowded internet service provider in Malaysia.....

https://www.reuters.com/technology/malaysia-issues-license-musks-starlink-bring-internet-services-remote-areas-2023-07-20/

Cover Story: The fear isn’t fierce competition, but an uneven playing field
https://theedgemalaysia.com/node/674333

Posted by OnTime > 2023-07-21 08:45 | Report Abuse

perhaps pmx still has that colonial mentality and look west policy - to him ang moh can be trusted.

Posted by hng33 > 2023-07-21 09:17 | Report Abuse

PM too eager to get foreign investment to boost up economic, but, starlink or tesla only offer very limited investment if without setting up manufacture plant, both only aim to sell their internet service and selling car only at expense of local business.

Posted by Zhuge_Liang > 2023-07-21 12:00 | Report Abuse

Investors are eating up all sell orders at 1.31.
It is a good news here.
Is EPF still continue to sell at 1.32, 1.33, 1.34 and 1.35 ?
Still has big orders to sell, is it belong to EPF ?

Posted by myloh123 > 2023-07-21 12:39 | Report Abuse

1.34 di...looks like gg to ram up to 1.48

Posted by jeffchan1901 > 2023-07-21 12:47 | Report Abuse

Yeah! YTLP on the rise after agreement on 5G equity

https://www.thestar.com.my/business/business-news/2023/07/21/malaysia-telecoms-firms-reach-agreement-on-equity-participation-in-5g-agency

Posted by yewnamhung > 2023-07-21 15:27 | Report Abuse

Very2 good : https://youtu.be/1iXlG6pCCf0

Posted by bullrun2025 > 2023-07-24 11:52 | Report Abuse

Link 看不到 @xiaochen

Posted by xiaochen > 2023-07-24 15:27 | Report Abuse

@bullrun2025 Link应该没问题。若还是不行，或者可以试一试Google一下：再生能源 星洲日报。
https://www.sinchew.com.my/20230721/%E5%86%8D%E7%94%9F%E8%83%BD%E6%BA%90%E5%95%86%E6%9C%BA%E5%BA%9E%E5%A4%A7-2/

Posted by bullrun2025 > 2023-07-24 19:02 | Report Abuse

谢谢 小陈

Posted by troy88 > 2023-07-25 09:14 | Report Abuse

Catch up time!

Posted by yewnamhung > 2023-07-25 09:27 | Report Abuse

TP RM1.40 ... RM1.50

Posted by Tibbers > 2023-07-25 09:37 | Report Abuse

1.70 coming

Posted by rchi > 2023-07-25 09:39 | Report Abuse

Lets go.

Posted by Tibbers > 2023-07-25 09:45 | Report Abuse

tp 1.72-1.85 range

Posted by xiaochen > 2023-07-25 09:46 | Report Abuse

Hope that high daily trading volume can eat up all the EPF stake earlier...

Posted by xiaochen > 2023-07-25 09:47 | Report Abuse

Still 2 days to go, the price already surge...

Posted by icecool > 2023-07-25 09:47 | Report Abuse

wah 1.4 already tp 2 coming

Posted by troy88 > 2023-07-25 09:47 | Report Abuse

Already rested in the 1.2X range long enough. Time for the next surge..

Posted by Tibbers > 2023-07-25 09:49 | Report Abuse

Seeing daily + weekly chart, positive that it will hit 1.72-1.85 range.

Posted by yewnamhung > 2023-07-25 09:50 | Report Abuse

Ini kalilah YTLPOWR ~~~Up Up & Go

Posted by bullrun2025 > 2023-07-25 10:03 | Report Abuse

drop back from 1.40

Posted by Alex Chua > 2023-07-25 10:13 | Report Abuse

Maybe EPF stop selling...and start buying

Posted by bullrun2025 > 2023-07-25 11:13 | Report Abuse

Anyone trapped this mornibg

Posted by hng33 > 2023-07-25 12:09 | Report Abuse

Don worry about trap as upcoming 27 July, Gov will announce super big Green energy transition plan to boost up solar power generation and export green energy to Singapore, in which YTLP is key beneficial due to exposure both in Msia and Singapore energy market

Posted by hng33 > 2023-07-25 12:14 | Report Abuse

YTL construction and YTL cement/Mcement are key beneficial for YTLP big internal EPCC solar power plant work

Posted by hng33 > 2023-07-25 12:27 | Report Abuse

Short term, YTL (YTL construction/YTL cement/ Mcement) all enjoy upfront development profit on green data center and solar power plant building work.

Once commissioning, Long term, YTLP enjoy steady concession like solar power generation profit + long term green data Center rental income. YTL as major shareholder, indirectly enjoy YTLP long term steady profit income

Posted by hng33 > 2023-07-25 14:46 | Report Abuse

bought back ytlp at 1.32

Posted by Alex Chua > 2023-07-25 23:17 | Report Abuse

@hng33 why bought back?

Posted by kcwong98 > 2023-07-25 23:30 | Report Abuse

https://www.thestar.com.my/news/nation/2022/07/25/transforming-malaysia-into-a-digital-economy