Posted by ocbc > 2024-02-13 11:57 | Report Abuse

PBA. Ranhill, Engtex ,YLi

Posted by ocbc > 2024-02-15 09:31 | Report Abuse

https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E3%80%91%E5%8B%87%E8%BE%BE%E9%9B%86%E5%9B%A2-%E6%B0%B4%E8%B4%B9%E8%B0%83%E6%95%B4%E6%8E%A8%E9%AB%98%E8%AE%A2%E5%8D%95

Posted by ocbc > 2024-02-15 09:39 | Report Abuse

https://theedgemalaysia.com/node/687574

Posted by ocbc > 2024-02-15 09:40 | Report Abuse

PBA. Ranhill, Engtex ,YLi

Posted by Albukhary > 2024-02-27 21:19 | Report Abuse

This one tomorrow will be LIMIT UP?

Posted by Albukhary > 2024-02-28 02:04 | Report Abuse

POTENTIAL FOR LIMIT UP... ANOTHER PELIKAN, CRESCENDO?
EPS = 25sen
Share price = 46sen
Net Profit = 26Mil
Market Cap = 47mil
Cash in Hand = 46mil
NTA still have RM1.37

Posted by Albukhary > 2024-02-28 09:15 | Report Abuse

NO LIMIT UP, and DROP FURTHER... HAHA

Posted by BILLC > 2024-02-28 09:35 | Report Abuse

No limit up but drop like shit only,,,,

Posted by ocbc > 2024-02-28 16:13 | Report Abuse

https://hydrohub.airselangor.com/publication/air-selangor-committed-to-improving-the-quality-of-water-supply-services-in-the-state-via-continuous-investment/

Posted by ocbc > 2024-03-08 11:24 | Report Abuse

Malaysian Federal Government May Help Finance Penang Water Pipe Upgrade
asianwater January 23, 2024
The federal government is studying whether it can provide grants or loans to the Penang government for upgrading a main valve at a major water treatment plant, deputy prime minister Fadillah Yusof said.

Water supply in Penang was shut down in January to enable work on the valve at the Sungai Dua treatment plant.

Fadillah, who is minister for energy transition and public utilities, said valve replacement and maintenance across the state need to be implemented to prevent

Posted by ocbc > 2024-03-12 14:38 | Report Abuse

Malaysia needs to be ESG compliance ( Supply of Renewable Energy , Low NRW water , No Burning of forest ) , all in-process except to accerlate the replacement of waterpiple all over to reduce NRW to attract FDI from companies like Nvidia to invest in Malaysia.

Ranhill-PBA-KPS-Engtex-Yli berhad (even Puncak) are in-line to be involved in this !

Posted by ocbc > 2024-04-09 16:04 | Report Abuse

what is the potential impact of AI to YLI Berhad ? The early bird gets the worm ! 😁😁

Posted by Albukhary > 2024-04-16 13:52 | Report Abuse

When all counter are drop, YLI is going up.
This proof that someone is accumulating YLI shares.

Posted by purple70 > 2024-05-03 11:19 | Report Abuse

Undervalued counter. NTA higher than price and they have a cash pile sitting for distribution

Posted by Albukhary > 2024-05-09 13:00 | Report Abuse

50sen is 3 years All Time High.
More to come... As this counter NTA is RM1.37, cash in hand is RM46 mil.
Current Market Value only RM52mil.

Posted by Albukhary > 2024-05-14 00:11 | Report Abuse

57.50 sen is 4 years All Time High.
More to come... As this counter NTA is RM1.37, cash in hand is RM46 mil (equivalent to RM0.45 per share).
Current Market Value only RM59mil (based on share price RM0.575)

This counter at least worth RM0.95sen, based on 30% discount from its NTA.

Posted by purple70 > 2024-05-14 00:31 | Report Abuse

What's worth might not necessarily be what's itds priced for!

Posted by purple70 > 2024-05-14 00:32 | Report Abuse

Prime for RTO or INJECTION OF NEW BUSINESSES

Posted by Albukhary > 2024-05-14 12:44 | Report Abuse

Suprising, this YLI become one of my biggest return (in percentage) with shortest holding period.

Posted by Albukhary > 2024-05-14 16:54 | Report Abuse

65sen is 5 years All Time High.
More to come... As this counter NTA is RM1.37, cash in hand is RM46 mil (equivalent to RM0.45 per share).
Current Market Value only RM67mil (based on share price RM0.65)

This counter at least worth RM0.95sen, based on 30% discount from its NTA.

Posted by ocbc > 2024-05-15 10:31 | Report Abuse

Warming up , up and coming AI data center needs renewable energy n water to cool ( Malaysia fail ESG environmental requirement bcu too many pipe leakages), so gov will have to expediate water pipe replacement to meet the ESG to support the setting up of data center all over MY. Early birds get the worms. Cheers !!!

Posted by Cheah5555 > 2024-05-15 11:09 | Report Abuse

YLI is moving up strongly, hope the momentum can continue, cheers !!!

Posted by purple70 > 2024-05-15 11:22 | Report Abuse

OCBC - Data centre in Msia is an oversold story and only benfits contractors, E n E fellows, very few skiled Msian needed!

But it will force TNB etc to iinvest heavily to supply cheap electricity - is that what we need?

Read STAR Latest Saturday article - centre page spread on these DC.

Posted by Albukhary > 2024-05-15 11:24 | Report Abuse

I start accumulate YLI since last year Oct/Nov'23 after they have sold the land.
From RM0.36 to RM0.44.
This is really the best performance stock in my portfolio.

Posted by purple70 > 2024-05-15 11:24 | Report Abuse

However, YLI's rise is purely Economic sense as stated by earlier commntators...NTA is far below its Share price!

The EV is very small, so anyone clever n w deep pocket should accumulate and then use the co for RTO or injection of business

Posted by ocbc > 2024-05-17 12:24 | Report Abuse

More coming all over malaysia because of ESG requirements for Nvida data center n needs of the rakyat :
https://www.thestar.com.my/business/business-news/2024/04/08/state-allocates-rm108bil-for-water-pipe-upgrade

Posted by ocbc > 2024-05-17 12:26 | Report Abuse

Billion $$ market demand coming, Yli got cash from land sale $98m n now trading at $75m , u r getting it for free as of now. Cheers !!

Posted by ocbc > 2024-05-17 12:28 | Report Abuse

YTLpower + Ranhill + PBA + Yli + Engtex , cheers !!

Posted by Cheah5555 > 2024-05-17 16:23 | Report Abuse

I take profit, might come back later, cheers

Posted by purple70 > 2024-05-21 11:23 | Report Abuse

ocbc
Data Centres are a curse on the economy of the country.
These DC uses enormous electricity ( which we will subsidise to them via TNB), water ( already a scarce commodity w supply disruption issues) and land (prime lands cleared for these businesses) and very little high end jobs for Malaysians as we are not upskilled and these DC giant have their own people and highly sophisticate d machines which requires less people!

These FDI's are environmental and economic tragedy waiting to happen to Msian economy one day sooner

Posted by ocbc > 2024-05-21 15:41 | Report Abuse

@purple70
Do u need to use handphone/computer to know what is going on in the world these days n your kids aim to be the T30 in the world ? If yes, u r one of them that contribute the need of data center to support your demand , Malaysia is lucky because able to supply renewable energy to support the demand in this "region". Finally MY is in the
"sweet " spot to capture this wave. Already 50 years our water pipes not been replaced n lead to severe leakage of our water resources that fail the ESG requirements to setup data center here. Ini kali lah to get it done and we are lucky still can get this YLI at 0.72 cents only ($72 million when they got cash from land at $98million) , its selling for FREE now like YTLpower in last year when price at 0.72 cents too. ( thanks yourself for accessing handphone/computer data now capturing this message here ) , Cheers !

Posted by ocbc > 2024-05-21 15:57 | Report Abuse

@purple70
MY will be selling renewable energy and water at "super premium price" to DC , all the rakyat shall benefit from the extra profit from it. DC Its just another engine for growth of wealth for MY in addition to Petronas , Palm oil and manufacturing industries. Upskill ourself to ride on the wave.

Posted by ocbc > 2024-05-28 09:25 | Report Abuse

Penang , mari mari mari , YLI in penang too. Cheers !!
https://www.edgeprop.my/content/1909365/taiwan%E2%80%99s-siliconware-breaks-ground-rm6-bil-facility-penang

Posted by ocbc > 2024-05-28 09:29 | Report Abuse

YTLPOWER-Ranhill-PBA-Engtex-YLI(cash on hand) ... super cycle coming ... cheers !

Posted by ocbc > 2024-05-28 12:54 | Report Abuse

YTLPOWER paid 1.6x to take control of Ranhill , so if use the same benchmark then the price of YLI = ~$2.20 , cheers !

“Higher water tariffs will provide improved return on investments (ROI) to the water supply operators which can be ploughed back into investments, including pipe replacements.


“Non-revenue water (NRW), due to pipe leakages, faulty meters and pilferages, was 34.4% in Peninsular in 2022, a slight uptick from 2018’s 33.9%.”

Posted by Albukhary > 2024-05-28 13:08 | Report Abuse

@ocbc, hello bro, YLI is manufacturing pipe, Ranhill is Water supply, very big difference leh.

Posted by ocbc > 2024-05-28 15:29 | Report Abuse

@Albukhary
Renewable engery link to Water supply stream ... because Nvida need water to cool it down that that is why
YTLPower acquired Water supplier Ranhill as the first move.... Billion $$ pipe replacement program akan datang to ensure Malaysia comply to ESG requirements , now upto 34% water leakage nationwide. Fail ESG completely !

Ranhill NTA 0.61 , offer to take control at 0.99
YLi NTA 1.37 , if want to take control will be at ~2.20

Posted by ocbc > 2024-05-28 15:49 | Report Abuse

Lelong lelong, NTA 1.37 with cash from land sale @98m+@17m , great deal indeed. Cheers !

Posted by Albukhary > 2024-05-28 23:59 | Report Abuse

@ocbc, YTL takeover Ranhill because of the water supply is a important factor for its Data Centre.
YTL will not takeover YLI or ENGTEX or any Pipe Manufacturer, because Pipe is not a important factor, Pipe can be sourced or produce by any pipe manufacturer.

Also, please take note that YLI cash left RM46m only (as per 31 Dec 2023), because a big portion of the land disposal proceed has been utilised to reduce its loan.

Therefore, out of the NTA of RM1.37, only around RM0.32 is cash, balance RM1.02 is is land, property, machinery, inventory & trade receivable.

No body will takeover YLI, because it has nothing special.
The boss will also not sell YLI, because it still has the RM46mil (unless they have capital repayment first, take out the RM46mil cash first, then only boss will willing to sell).
So, the only corporate exercise that can be happen is Boss privatise it.
Boss just need to fork out some money to buy back the share from public, then boss can 100% owned the RM46mil cash in bank.

Posted by ocbc > 2024-05-29 23:27 | Report Abuse

Billion $$$ demand coming, just wait , early birds catches the worms. Cheers ! YLI now just remind me of YTLPower at 0.72 cents then.

Posted by Michael Kwok > 2024-05-30 00:27 | Report Abuse

Stock to caution
Yli(7014) 74 cents
Sell call
Overbought
30/5/24 12.27am

Posted by ocbc > 2024-05-31 18:19 | Report Abuse

Thank you for selling down so can get more at lelong price, cheers !!

Posted by ocbc > 2024-06-10 10:22 | Report Abuse

Engtex implementing 3:4 bonus issues to enable institution n more retail investors to come in. Smart move which YLI likely will follow soon (Not for contra player) . Cheers !

Posted by DevilSky > 2024-06-22 10:15 | Report Abuse

Main shareholders changed. Have any chance for this counter up?

Posted by ocbc > 2024-06-24 23:14 | Report Abuse

Glad to have the right background type of major shareholder , no more hidden obstacles for YLI. Cheers !!

Posted by ocbc > 2024-06-25 12:44 | Report Abuse

Please drop further so can collect more , cheers !!

Posted by ahbah > 2024-06-25 12:50 | Report Abuse

No wori lah, the whole mkt is dropping. U can collect all U want lah !!!

Posted by ocbc > 2024-06-25 16:32 | Report Abuse

yes, drop to below cash holding level , cheers ! love it !

Posted by ocbc > 2024-07-04 20:15 | Report Abuse

Gearing up for the upcoming contracts worth billion $$$$$ , ini kali lah.

Posted by ocbc > 2 months ago | Report Abuse

https://www.straitstimes.com/multimedia/graphics/2024/06/malaysia-water-woes/index.html?shell