Posted by HuatRex1314 > 2023-10-18 10:32 | Report Abuse

This is how market say thank you to the 2024 budget

Posted by sonyx123 > 2023-10-18 11:48 | Report Abuse

lousy budget. everything going downhill

Posted by EngineeringProfit > 2023-10-18 11:50 | Report Abuse

NO worries. Cheap enough can buy back for another round of profit$$$$$$$$$$$$$

Posted by EngineeringProfit > 2023-10-18 11:53 | Report Abuse

Quote: "sonyx123 > 2 minutes ago | Report Abuse

lousy budget. everything going downhill"

Fairly decent budget from mediocre minds and copycat ppl who have zero critical thinking capacity wouldn't depress the market so much. It's the lopsided stand of the gomen.

Posted by xiaochen > 2023-10-18 12:09 | Report Abuse

Budget enhances power outlook
https://www.thestar.com.my/business/business-news/2023/10/18/budget-enhances-power-outlook

Posted by dick20 > 2023-10-18 12:33 | Report Abuse

Thanks xiaochen for the good news

Posted by Yezzy99108 > 2023-10-18 16:20 | Report Abuse

post budget sentiment indeed affecting YTLP

Posted by Alex Chua > 2023-10-18 16:35 | Report Abuse

Foreign Fund selling - Due to war and Oct jinx?

Posted by Yezzy99108 > 2023-10-18 16:52 | Report Abuse

harvest6138 It happened at last few days as well , always have big transactions at last 15mins ...

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this has become a common trend now

Posted by probability > 2023-10-18 16:53 | Report Abuse

closing 1.99, once YTL stabilizes YTLP shall shoot up..

Posted by Eagle77 > 2023-10-18 17:35 | Report Abuse

War ☄️☄️☄️🩸🩸🩸getting worse so invest buy gold 🏆🏆🏆

Posted by jenson68 > 2023-10-19 10:14 | Report Abuse

Strong support 1.95

Posted by harvest6138 > 2023-10-19 15:38 | Report Abuse

If next QR EPS more than 10 sens and continue to issue bonus then the share price should be more than 3

Posted by MrFox > 2023-10-19 16:11 | Report Abuse

Coooooooooooooooming

Posted by OTB > 2023-10-19 16:17 | Report Abuse

Hope that the share price of YTLPower can close at 2.01 and above today.
Good luck.
Thank you.

Posted by myloh123 > 2023-10-19 17:55 | Report Abuse

If it drops more, below 1.90, i will buy more cos divs coming ex 9 Nov. Good defense stock ..utilities with foreign earnings n good yields...hard to get this kinda of stock

Posted by jeffchan1901 > 2023-10-19 20:05 | Report Abuse

https://financemalaysia.blogspot.com/2023/10/budget-2024-winners-and-losers.html?fbclid=IwAR3vEKlPnvuAgcnZE9PDBRpT_UsJ2dQcxC0TkH7JIuAMtEqjMRzSPYSC1s8&m=1

RE to benefit from budget 2024

Posted by Felix999 > 2023-10-19 21:45 | Report Abuse

花开堪折直须折，莫待无花空折枝

Google translate to English:

When the flower blooms, it is time to pick it; don't wait until there are no flowers and you're left with bare branches.

Posted by Eagle77 > 2023-10-20 05:48 | Report Abuse

TP: 1.50

Posted by ChloeCheong > 2023-10-20 09:59 | Report Abuse

If it falls through 1.88, then can tp 1.50 ...

Posted by harvest6138 > 2023-10-20 10:04 | Report Abuse

Wait for the next QR , have a feeling this QR should be good if there are no impairment charges .. basically , power division is steady and Water division should be positive plus the Jordan power plant start contributing , my guess the bottom line should be more than 1B which EPS can be around 11 to 13 sens .. hope my judgement is correct .. On top of that , they suppose to submit the new price review plan by this month , all the inflation cost shall be reflected in this new plan , that will help to boost up the bottom line as well ..

Posted by mikekim > 2023-10-20 10:28 | Report Abuse

1) Opportunity to accumulate at an attractive price prior to the QR release end Nov. I have continued to buy to average down my cost.
2) >95% of YTLPWR's revenue generated overseas, weak MYR will translate to exceptional gain
3) Buy and hold, diamond hands

Posted by Liposenze > 2023-10-20 10:31 | Report Abuse

Klci rip……

Posted by dragon328 > 2023-10-20 11:27 | Report Abuse

@harvest6138, I think it may be a bit tough for YTLPower to achieve the same net profit level as in last quarter Q4 FY2023 which was boosted by 2 extraordinary items: 1) super high wholesale electricity prices in Singapore which enabled PowerSeraya to pocket good long generation profits, 2) Jordan power venture recognised some pent-up construction profit after the 2nd unit was commissioned in April 2023.

These 2 extraordinary items may not recur in the coming Q1 FY2024, but the "normalised" profits will be very good, better than most analysts' projections, I hope.

I am not sure of which price review plan you were talking about, pls elaborate.

Posted by harvest6138 > 2023-10-20 13:05 | Report Abuse

The price review plan details can be found in the previous QR report , under B3 , Prospects....

Posted by xiaochen > 2023-10-20 14:00 | Report Abuse

达证券：若以哈战争升级油价或破150美元 将提振大马收入
https://theedgemalaysia.com/node/686766

预计FY24 EPS 35c（每季差不多8.8仙，比我预计的7-8仙还高）
Dividend 8c（这就比我所预计的14仙，每季3.5仙来得矮多了）

usd 4.77
sgd 3.48
pound 5.79

Posted by Jerichomy > 2023-10-20 22:51 |

Post removed.Why?

Posted by Zhuge_Liang > 2023-10-21 09:09 |

Post removed.Why?

Posted by Zhuge_Liang > 2023-10-21 09:10 |

Post removed.Why?

Posted by Jerichomy > 2023-10-21 10:53 |

Post removed.Why?

Posted by Jerichomy > 2023-10-21 10:53 |

Post removed.Why?

Posted by Jerichomy > 2023-10-21 11:27 |

Post removed.Why?

Posted by probability > 2023-10-21 12:38 | Report Abuse

https://www.thestar.com.my/business/business-news/2023/10/21/singapore-dollar-at-all-time-high-against-ringgit-on-policy-gap

Posted by klee > 2023-10-21 13:15 | Report Abuse

Jerichomy has to be the most useless member of i3.Day day copy paste like kindy kid,no wonder IQ pun like kindy kid.I am starting to believe Otb that you are a bankrupt.

Posted by klee > 2023-10-21 13:18 | Report Abuse

Yes,to derive most of its revenue from Spore in SGD will mitigate any downside of ytlp,i have said this before.Only IQ of 20 like jerichomy cant fathom this.

Posted by klee > 2023-10-21 13:19 | Report Abuse

An individual has severe mental retar-dation if they have an IQ score of 20-34. Approximately 3-4% of all individuals with mental retar-dation fall within this category. Individuals with severe mental retar-dation may learn to talk and communicate although they have only limited speech skills and vocabulary.27 Nov 2015

Posted by Income > 2023-10-21 13:45 | Report Abuse

No canteekkkk lagiiiii

Posted by myloh123 > 2023-10-21 14:08 | Report Abuse

Yes natural hedge agst sgd, pounds n usd...idk why ppl panic sell ...this counter is d safest haven.

Posted by Zhuge_Liang > 2023-10-21 15:17 |

Post removed.Why?

Posted by talkrealreal > 2023-10-21 22:17 | Report Abuse

always have big transactions at last 15mins

Posted by Jerichomy > 2023-10-22 13:52 |

Post removed.Why?

Posted by Jerichomy > 2023-10-22 13:57 |

Post removed.Why?

Posted by klee > 2023-10-22 14:58 | Report Abuse

IQ 20 olang dah datang sini pangsai..kikiki

Posted by Jerichomy > 2023-10-22 20:49 |

Post removed.Why?

Posted by dragon328 > 2023-10-23 08:45 | Report Abuse

@cgtan2020, what is the latest net short position for YTL and YTL Power?

Posted by harvest6138 > 2023-10-23 08:49 | Report Abuse

Did some comparison for the FY23 Q1-Q4 , Power generation profit and margin comparison , we can see the company enjoying double digit margin started form Q3 which is revenue generated from Jan - March 2023 ,and that is mainly contributed by lower natural gas cost and higher S$ , which could be sustained for next two years

Revenue Profit Margin
Q1 3463584 289949 8.30%
Q2 3386827 301450 8.90%
Q3 4120129 806372 19.50%
Q4 5246420 1067362 20.30%

Posted by harvest6138 > 2023-10-23 08:52 | Report Abuse

even the revenue maintain at 4B , the profit is 800mil ,which is close to 10sens EPS already , hence, as long as the other division can be break even , the next QR should be more than 10sens easily .. lets see if management can sustain this and we should be able to see this from next QR report ..

Posted by dick20 > 2023-10-23 09:07 | Report Abuse

Harvest 6138, I agree with you. All they got to do is to deliver the 10 sen EPS for the coming quarter. And this is achievable just on the Singapore operations alone!

Posted by cgtan2020 > 2023-10-23 09:15 | Report Abuse

@dragon328 short position further reduce to 14,371,830

Posted by rr88 > 2023-10-23 09:17 | Report Abuse

BS trades are over. Down it goes.
1.89/1.90. 1.89 was last low. Once broken, 1.70++ coming.

Ho ho ho, la la la, oh yeah oh yeah..