Posted by sianglong91 > 2024-02-28 09:59 | Report Abuse

Lmao 🤣

Posted by iscmob > 2024-02-28 11:08 | Report Abuse

Any thought on HLB Research Rpt:

Water. Revenue climbed higher by 6.0% driven by the increase in chemical and electricity rebates. There was a 2.4% hike in BWSR rates in FY23. Average MLDs came in lower by -2.8% which is within our range of expectations. At the operating profit level, there was a decline of -4.2% mainly due higher rehab & maintenance expenses. Profitability for the segment is expected to improve with a 14.3% tariff hike (effective 1-Jan-24).

Tolls. ADT at the Grand Saga Highway and Grand Sepadu showed encouraging YoY growth at +7.3% and +2.8% respectively, benefitting from increased car usage vs FY22 which encompassed periods of pre-endemic conditions. Additionally, Grand Saga traffic was aided by the opening of SUKE highway. Despite the ADT growth in the period, profitability was lower on the back of higher rehab and maintenance charges.

Construction. Revenue nearly doubled in FY23 due to the progress of the Package 2 and 3 of Rasau water scheme. We expect to see stronger performance from this division with projects showing signs of ramping up. There are also two water opportunities in the pipeline in Selangor which Taliworks could participate in.

Forecast. Despite the results shortfall, we make no changes to forecasts as the construction segment is positively ramping up.

Maintain HOLD, TP: RM0.81. Maintain HOLD with marginally lower SOP-driven TP of RM0.81 (from RM0.82) after rolling over valuation for is concession businesses. Uncertainty over its new level of dividends could weigh on share price in the near term. Nevertheless, we acknowledge the company’s highly cash generative business exposure. Upside risk: water project wins; Downside risk: lower dividends from current levels.

Posted by Pinky > 2024-02-28 11:16 | Report Abuse

won't touch until better clarity of dividends going forward

Posted by iscmob > 2024-02-28 11:19 | Report Abuse

won't touch as in, don't sell and don't buy? many sold ...

Posted by Pinky > 2024-02-28 11:29 | Report Abuse

I exited long ago around 83 or 84 sen. Been monitoring for re-entry for its tasty dividend yield. So now...since 1.0 sen je...

Posted by cooledhawk123654 > 2024-02-28 11:42 | Report Abuse

@cooledhawk123654

This:
https://taliworks.com.my/waste-management/

thanks

Posted by Lester Teow > 2024-02-28 13:45 | Report Abuse

This is a dividend stock. If dividend is not attractive anymore, no reason to buy.

Posted by Lester Teow > 2024-02-28 13:52 | Report Abuse

RM27.60 million for budgeted capital expenditure for 2024, a significant portion of which is for solar
panel replacement and other improvement works.

Posted by ch > 2024-02-28 17:13 | Report Abuse

Gg. Panic selling

Posted by Markv572421 > 2024-02-29 09:38 | Report Abuse

time to buy

Posted by Markv572421 > 2024-02-29 12:00 | Report Abuse

melampauuuuuuu juga taliworks share dop ...what is the management doing ??????

Posted by Tanleechoo > 2024-02-29 12:20 | Report Abuse

New MD hope can show a clear business directions…lack of focus as involved in too many business .. the core should be related to water

Posted by Markv572421 > 2024-02-29 13:09 |

Post removed.Why?

Posted by Pinky > 2024-02-29 14:17 | Report Abuse

Easy calculation.

If 1.0 this quarter is indication of future dividends...

RM0.01 x 4 / RM0.78 = 5.13% dividend yield

I might as well buy REITs like IGBREIT and SUNREIT 🙄

Posted by Pinky > 2024-02-29 14:18 | Report Abuse

Need another 10% drop to 70 sen baru I will reconsider

Posted by Markv572421 > 2024-02-29 15:44 | Report Abuse

never know tommorrow will rebound so suddenly ??

Posted by Markv572421 > 2024-02-29 16:07 | Report Abuse

still got buyer at current price ....nice 0.78

Posted by Markv572421 > 2024-02-29 16:28 | Report Abuse

Wow so many ikan bilis here ......cut loss ?

Posted by Markv572421 > 2024-02-29 16:29 | Report Abuse

Ikan billis sell at 0.775 ???? Sure boh ? T3??

Posted by tingch > 2024-02-29 16:50 | Report Abuse

keep buying..

Posted by Markv572421 > 2024-02-29 16:53 | Report Abuse

recovering tommorrow ?

Posted by Markv572421 > 2024-02-29 16:54 | Report Abuse

too much oversold .....

Posted by Xcalibre > 2024-02-29 16:58 | Report Abuse

Lots of UPSIDE ! DON’T MISS THE BOAT

Posted by Pinky > 2024-03-01 09:47 | Report Abuse

Yes, I will relook into this if drop to 70 sen

Posted by Markv572421 > 2024-03-01 10:58 | Report Abuse

Steady 78.5 - 79.00....hope to see good things happen on monday

Posted by Markv572421 > 2024-03-01 16:30 | Report Abuse

How many contra players in this stock ??????

Posted by Markv572421 > 2024-03-01 17:45 |

Post removed.Why?

Posted by Markv572421 > 2024-03-05 09:05 | Report Abuse

setupid the management of this company

Posted by Xcalibre > 2024-03-05 15:58 | Report Abuse

Construction to Fire on All Cylinders in FY24; BUY!!

Under Budget 2024, MYR1.1bn was allocated for supply issues, especially in Kelantan, Sabah, and Labuan. This may include infrastructure like water treatment plants which Taliworks is currently constructing. Another rerating catalyst would be quicker-than-expected approvals for the tariff hike for its waste management associate.

Posted by DividendGuy67 > 2024-04-02 21:18 | Report Abuse

TALIWRK back above 80sen, closing at 0.815. Strong +3.16% gain.
Thanks to TALIWRK recovery and 20 other green stocks to offset 12 red stocks, my portfolio made new all-time high again today.

Posted by GroetjesuitNederland > 2024-04-03 16:13 | Report Abuse

DividendGuy67 TALIWRK back above 80sen, closing at 0.815

Does anyone know why? The share price was punished because the dividend was reduced by about 39%. Something should be emerging for the share price to suddenly jump 2.5 sen with 6+ weeks to go to the next Quarterly Report.

Posted by Pinky > 2024-04-03 20:07 | Report Abuse

Maybe internal info that next quarter could go back to 1.65 sen divvy

Posted by sianglong91 > 2024-04-04 11:09 | Report Abuse

Something is brewing inside quietly

Posted by iscmob > 2024-04-09 16:56 | Report Abuse

still brewing ... why?

Posted by Tanleechoo > 2024-04-09 18:37 | Report Abuse

Any new contracts.?

Posted by djrajan > 2 months ago | Report Abuse

Taliworks starts 2024 on strong footing with 49% jump in earnings + Dividend is coming

https://theedgemalaysia.com/node/711549

Posted by Pinky > 2 months ago | Report Abuse

1 sen again habislah 😂🤣

Posted by Yippy68 > 2 months ago | Report Abuse

for time being .I think it is fair for Tali to readjust the dividend payout. seem yearly 6.6 is too heavy for them to sustain.

Posted by Yippy68 > 2 months ago | Report Abuse

even 4 sen a year workout to a yield of 5 % if you buy at 80 sen. still better than FD.

Posted by Pinky > 2 months ago | Report Abuse

But lose to quality REITs like IGBREIT, SUNREIT etc...

Posted by djrajan > 2 months ago | Report Abuse

just diverse your portfolio, no worries...

Posted by Rose001 > 2 months ago | Report Abuse

https://youtu.be/J5osQTEmt0s

Posted by Rose001 > 2 months ago | Report Abuse

good buy at current price

Posted by djrajan > 1 month ago | Report Abuse

good entry price indeed

Posted by madmusrz > 2 weeks ago | Report Abuse

we wait at 70sen

Posted by INVEST_AA > 1 week ago | Report Abuse

Taliworks sees more jobs as data centre boom drives up need for water infrastructure investment.

Source: 15 July 2024 The edge

Posted by INVEST_AA > 1 week ago | Report Abuse

Better get onboard before funds start coming in…

Posted by ch > 1 week ago | Report Abuse

Flying lol

Posted by GreenTrade > 1 week ago | Report Abuse

Data Centre infra theme play

Posted by INVEST_AA > 3 days ago | Report Abuse

There will be real positive impact on this stock due to the cooling system requirement by data centre. Just need to buy and hold… the profit will be realised