Posted by hng33 > 2013-12-31 18:22 | Report Abuse

smartly,

YTLp sbb 2.23m against 3.03m total volume, implying 74% of today trade.

Posted by hng33 > 2013-12-31 18:34 | Report Abuse

Wish all cyberfriend

Happy 2014 New Year

and

Laughing all the way to the bank :D)

Posted by kolim13 > 2013-12-31 23:45 | Report Abuse

I like it's,good good good

Posted by smartly > 2014-01-02 11:07 | Report Abuse

boh kick.

Posted by smartly > 2014-01-02 11:24 | Report Abuse

sbb boh lai. :(

Posted by gark > 2014-01-02 13:10 | Report Abuse

nowdays sbb very lazy liao..come only end of day...

Cause sellers mostly dried up already...

Posted by leek > 2014-01-02 13:40 | Report Abuse

Market correction might step in.... but safe to stay with ytl and ytlp...

Posted by smartly > 2014-01-02 15:35 | Report Abuse

oh oh, jungle..

Posted by Peter5151 > 2014-01-02 17:01 | Report Abuse

sbb in the market ?

Posted by leek > 2014-01-02 17:01 | Report Abuse

Omg...

Posted by smartly > 2014-01-02 17:17 | Report Abuse

sbb mia.

Posted by Fat Cat Tim Buddy > 2014-01-02 17:32 | Report Abuse

not easy to make money from ytl.. kikiki, knn.. what a waste of energy...

Posted by gark > 2014-01-02 17:33 | Report Abuse

sbb on leave...

Posted by smartly > 2014-01-02 17:43 | Report Abuse

sbb only come in when we least expected. :(

Posted by Jack Knight > 2014-01-02 18:52 | Report Abuse

no sbb today lol... time to buy on dip again yahoo.....

Posted by jj888 > 2014-01-02 19:11 | Report Abuse

2nd time no sbb for the day. Last time on 26Dec.

Posted by hng33 > 2014-01-02 20:30 | Report Abuse

I think these could be due to person in charge of YTLP sbb on leave, additional holiday taken after Christmas and after New Year. Tomorrow or next week, sbb likely will resume back.

Posted by leek > 2014-01-03 08:08 | Report Abuse

2 Jan is holiday in some western countries...

Posted by leek > 2014-01-03 08:12 | Report Abuse

But there was support in ytl.... hmmmm....

Posted by smartly > 2014-01-03 09:05 | Report Abuse

sbb is back in action i think.

Posted by hng33 > 2014-01-03 09:22 | Report Abuse

I think so too... :)

Posted by leek > 2014-01-03 09:27 | Report Abuse

Hng33... your CAP and WA flying!

Posted by smartly > 2014-01-03 09:29 | Report Abuse

index in limbo.

Posted by hng33 > 2014-01-03 09:46 | Report Abuse

leek

Already sold off all my CAP after ex-dividend 1 sen, but before ex-warrant at 44sen, reaping about 15% net profit on it. Will buyback if share back to attractive level....below 30-32sen after take inot impact of warrant, should be good reentry level again

Posted by hng33 > 2014-01-03 09:48 | Report Abuse

leek

Now i swap to buy TMS at 7sen, which is now my second largest holding after YTLP-WB

Posted by smartly > 2014-01-03 09:49 | Report Abuse

cap at 0.36 + 0.045(W) = 0.405 pre-warrant price.

Posted by leek > 2014-01-03 09:50 | Report Abuse

Awesome...

What you guys think if the corrections step in? Index will drop 100 to 200?

Posted by smartly > 2014-01-03 09:51 | Report Abuse

mum would likely close 1.85/1.86 if sbb is in today.

Posted by leek > 2014-01-03 10:05 | Report Abuse

Hng33

What's TMS doing?

Posted by hng33 > 2014-01-03 10:07 | Report Abuse

The free float of YTLP share is greatly reduce now. Based on latest annual report Yeoh family control about 57.79% stake through YTL corp + cornerstone + individual family member stake.

This is follow by second largest shareholder, EPF, which have stop disposeing share now, stake now at 6.5%

PNB manage various fund, combined control 13.71% stake, spreading into several major fund namely skim Amanag Saham Bumi: 4.35%; value cap:: 3.47% and other like ASM, ASD etc

Other GLC like kumpulan Wang Persaraan 3.17 and LTH 1.99% (likely dispose some its stake due to YTLP non syariah compliance issue)

All in all, Yeoh family together with various fund control 83.21%. If take into account current treasury stake at 8.7%, grand total stake now stand 91.91%, implying public spread have reduce to below just merely 8.09%...

Posted by hng33 > 2014-01-03 10:10 | Report Abuse

Leek

TMS trade at 7sen share price is support by its net cash position, 4.5sen/share or about 2/3 of the current share price is in the form of net cash, downside limited while awaiting for its recent 3 JV with china base company to contribute its bottom line.

1. JV with ZTE supply chain (3 Oct 2013)
To assist in exploring opportunities, wherein ZTESC is able to assist, participate and contribute to the growth of the Intelligent Supply Chain Services in Malaysia.

To assist in sourcing for companies who have been granted any project/concession who are seeking for financial assistance whereby ZTESC will be able to assist.

2. JV with ShenZen ZNV Technology (14 Oct 2013)
To introduce global surveillance in the Iskandar Development Region.

3. JV ShenZhen Blephone Technology (9 December 2013)
To distribute all products of Lephone. Lephone has six international mobile phone brands, namely Lephone, Lesun, Lecom, Goldial, Coomax and lephone乐丰,

According to TMS last announcement for private placement 10% on 25 Jun 2013, TMS has indicate that fund raising is to prepare for its project: Perluasan Sistem Pengurusan Sekolah (SPS). These project is JV with Theta Edge, subsidiary of Leembaga Tabung Haji.

Perluasan Sistem Pengurusan Sekolah (“SPS”) project, involved in the provision of ICT systems to 10,000 government schools nationwide to manage day-to-day school operations for the Ministry of Education (“MOE”). Based on the Management’s understanding, its main partners (Theta Edge) had submitted the proposals for the
SPS project to the MOE between 2010 to 2012. As at the LPD, the scope, award, duration and the contract value of the SPS project is yet to be finalised by the MOE. Based on the on-going discussions between the TMS Group and its main partners, it is expected that the MOE will finalise the scope and the successful candidate for the SPS project by the fourth (4th) quarter of 2013.

The prolonged approval process was possibly attributed to the lengthy process to establish the broadband infrastructure (1BestariNet, develop by YTL com, subsidiary of YTLP) and provision of computers and peripherals to the schools by third parties prior to the award of the SPS project (chromebook to be supply by YTL com)

Based on latest check via internet portal, these SPS project have gradually initiate introduction the usage of SPS in many school to school teacher since middle of 2013. Based on completion of 1Bestarinet in the end of last year, and progress introduction of SPS in school nationwide, i believe the award of contract will be announce soon, early these year.

Posted by hng33 > 2014-01-03 10:18 | Report Abuse

Since Yeoh family together with various fund control 83.2% and take into account current treasury stake at 8.7%, grand total stake now stand 91.91%, implying public spread have reduce to below just merely 8.09%...Which mean if YTLP sbb like to continue and opt for second cancellation follow bu resume to buyback another 10%, YTL share current spread may not even enough to meet another 10% unless of course some of warrant opt for conversion to increase free float or alternatively EPF or LTH continue dispose their stake till sold out only barely can meet second 10% sbb

Posted by i3raymond > 2014-01-03 10:27 | Report Abuse

Hng, thanks for your info on CAP. I waited for both div and warr but as it pans out, you made the corrext move of not wanting the warr. Not worth to struggle through the uncertainties 2x, once today and once on 26/12(ex-bonus). Good job. Happy New year to you!

Posted by hng33 > 2014-01-03 10:37 | Report Abuse

i3raymond, everyone must accept the fact that investment come with risk and reward, sometime our analysis and decision paid out, but sometime we just make mistake and need to admit and learn on it, so next time, we can increase our odds in order for our wining stock and profit to outpace loss = net profit is our ultimate goal

Posted by hng33 > 2014-01-03 10:40 | Report Abuse

Aside stock selection, timing also play important role as it affect market sentiment in which sometime we can expect good timing but most of the time is out of our control.

Posted by smartly > 2014-01-03 10:44 | Report Abuse

sbb is in today but in a very small scale.

Posted by smartly > 2014-01-03 10:47 | Report Abuse

nowaday no one opt for exercising the warrant as son still in premium.

Posted by i3raymond > 2014-01-03 11:01 | Report Abuse

Well said, Hng. It might be a good policy not to dabble with China controlled equities altogether.

Posted by hng33 > 2014-01-03 11:07 | Report Abuse

sbb at 1.84-1.85

Posted by smartly > 2014-01-03 11:14 | Report Abuse

treasury shares not cancel, not much of margin to sbb.

Posted by leek > 2014-01-03 11:20 | Report Abuse

Hng33

What's your purchase price for TMS? There are lot to sell at 7c...

Posted by hng33 > 2014-01-03 11:21 | Report Abuse

Even without cancel current 8.7% treasury stake and renew sbb 10% again, If other fund like EPF and PNB still hold on to their stake, public spread pf just 8% will not enough to meet sbb next 10% target now

Posted by hng33 > 2014-01-03 11:23 | Report Abuse

leek

My purchase price of TMS is 7sen, yup still have seller at 7sen now, but buyer at 6.5sen is 4.5x more

Posted by Jack Knight > 2014-01-03 11:41 | Report Abuse

forming a doji on chart today... expecting a strong rebound next monday onwards ^^

Posted by smartly > 2014-01-03 11:57 | Report Abuse

still too early to tell.

Posted by hng33 > 2014-01-03 14:52 | Report Abuse

sbb power up.....................

Posted by Jack Knight > 2014-01-03 14:54 | Report Abuse

ooops... rebound comes earlier lol

Posted by Jack Knight > 2014-01-03 15:26 | Report Abuse

sbb is here... can observe their buying actions now ^^

Posted by smartly > 2014-01-03 16:38 | Report Abuse

sbb not eating up liao

Posted by hng33 > 2014-01-03 17:05 | Report Abuse

Sbb less aggressive now....but will stay invested, awaiting for major catalyst, award of 3B, 2000MW coal fire power plant.