Posted by luckaje > 2021-06-23 18:15 | Report Abuse

nothing will happen

Posted by yenhan > 2021-06-23 18:45 | Report Abuse

Haha back to square one

Posted by Pinky > 2021-07-09 17:32 | Report Abuse

Start accumulating for next quarterly dividend next month. In such uncertain and low interest environment, dividend is king!

Posted by 23wolf > 2021-07-12 17:28 | Report Abuse

ur in here Pinky ? last crossed path at MMC. Cheers bro

Posted by Pinky > 2021-07-12 17:34 | Report Abuse

Yes, I just bought in Taliworks! Interesting, stable, safe stock this is.

Posted by luckaje > 2021-07-13 12:07 | Report Abuse

Agreed!

Posted by SHOB > 2021-07-30 08:54 | Report Abuse

waiting 0.83

Posted by Pinky > 2021-07-30 09:43 | Report Abuse

83? Cannot la, 93 boleh la

Posted by SHOB > 2021-08-02 16:03 | Report Abuse

wait I buy more more ,pay day these week, then uptrend to 1.03 .....cheers

Posted by Bgt 9963 > 2021-08-02 17:11 |

Post removed.Why?

Posted by getingreal > 2021-08-16 21:21 | Report Abuse

Q2 dividend announcement was due today, now late.

Posted by macai > 2021-08-24 00:58 | Report Abuse

https://www.theedgemarkets.com/article/taliworks-2q-net-profit-rise-7-higher-contribution-associate-and-lower-finance-costs

Posted by Oxytocin > 2021-08-24 09:57 | Report Abuse

Can anyone kindly explain how the payout ratio is >200%?

EPS = 2.82, DPS = 6.60

Is this normal? Is it sustainable?

Posted by Pinky > 2021-08-24 10:17 | Report Abuse

@Oxytocin because TALIWORKS cash flow from concession business

Accounting profits =/= Net cash flows

Posted by Oxytocin > 2021-08-24 10:24 | Report Abuse

@Pinky

Thanks for clarifying!

Posted by Pinky > 2021-08-24 11:34 | Report Abuse

Imagine u build a tolled road or a water treatment plant

U spend millions to build it - one big chunk money spent at Day 0

Then u get to operate it for XX years and earn the cash flow over XX years - continuous cash inflow over the concession period

So you get to distribute the net cash flows as dividends
Accounting profits up/down will not impact the dividends

The principle is like this

Posted by ageetkumar > 2021-08-24 12:08 | Report Abuse

@Pinky. Thanks for clarifying. I would still like to understand the accounting side of it. Does this mean that once you finish building the toll road or water treatment plant Taliworks immediately recognize the operating cashflows for XX years as profit ( a big lumped number in a year) followed by no income recognitions from the operating cashflows in the subsequent years?

Posted by Pinky > 2021-08-24 13:32 | Report Abuse

@ageetkumar

Give u a simple illustration (in real life, more complicated)

Build a toll road RM100 million
Concession period 10 years
From 2021 to 2031
Year 2020 u spent RM100 million for constructing it

The RM100 million cost, is depreciated over 10 years
RM10 million as expense in P&L every year

Year 0 spent: RM100m
Year 1 collection: 15m
Year 2 collection: 12m
Year 3 collection: 13m
Year 4 collection: 14m
Year 5 collection: 15m

Year 1 profit: 5m
Year 2 profit: 2m
Year 3 profit: 3m
Year 4 profit: 4m
Year 5 profit: 5m

So, that company can distribute more than profit as dividends (e.g. RM12m as dividends for Year 1). Those are free cash flows.

The basics is like this.

Hence, Profit RM5m (see year 1)

But can pay RM12m as dividends

No problem at all

Posted by ageetkumar > 2021-08-25 14:32 | Report Abuse

Thanks @Pinky

Posted by Bgt 9963 > 2021-08-25 15:57 |

Post removed.Why?

Posted by fairyz > 2021-08-27 01:34 | Report Abuse

This counter not for trading i guess

Even before covid last year......about same range only.......

Posted by Pinky > 2021-08-27 09:26 | Report Abuse

Taliworks is not a trading stock la

Dividend churner

Posted by Investeye > 2021-09-24 12:29 | Report Abuse

Take opportunity to accumulate during recent sell down as the dividend pay out quarterly and it is very attractive at 8%. Hopefully the venture into RE and waste management business will cover the cease of Langkawi water business.
The coming q result should be good (RHB research said: said, “We note that Taliworks had in July received a RM43.5mil cash compensation from the government, for the non-increase in 2020’s scheduled toll hikes for the Cheras-Kajang highway.”)

Posted by Foreign_Invest > 2021-09-27 14:17 | Report Abuse

if want find trading gap, taliworks is not a good choice. up and down gap is very limited. If want to find high dividend counter, can consider taliworks.

Posted by Investeye > 2021-09-27 15:19 | Report Abuse

Great ! Take opportunity to collect as a dividend stock.

Posted by SHOB > 2021-09-27 15:52 | Report Abuse

laosai,drop so much

Posted by lingch899 > 2021-09-27 16:29 | Report Abuse

Buy Buy Buy!!!

Posted by junkit > 2021-09-28 10:34 | Report Abuse

马来西亚股市中的高股息股：
https://youtu.be/Ff64GfK6E1w

Posted by fairyz > 2021-09-29 01:05 | Report Abuse

Their RE segment acquisition plan no new announcement?

Waiting for new Gov adjustment?

Posted by Investeye > 2021-09-29 09:51 | Report Abuse

Taliwrk is one of the beneficial in 12th Malaysia Plan
https://www.theedgemarkets.com/article/little-excitement-construction-sector-12mp

Posted by Investeye > 2021-10-13 16:25 | Report Abuse

Take opportunity to collect some more as the dividend is about 8.0% (pay quarterly consistently) at RM0.825 !

Posted by Investeye > 2021-10-13 21:04 | Report Abuse

When talk about highways or tollways, we always refer to Litrak, IJM, Gamuda, AZRB, Ekovest or even BPuri, but didn't aware Taliwrk is also having 2 tollways( this is one of the left out counter for this wave). Improve of the traffic loading will also benefit to Taliwrk.

Posted by Cactusgirl > 2021-10-22 10:22 | Report Abuse

this stock after buy. hard to sell...no price movement

Posted by Pinky > 2021-10-22 20:42 | Report Abuse

Taliworks is nota trading stock. It's a good ol' buy-and-forget FD stock.

Posted by Investeye > 2021-11-03 10:28 | Report Abuse

Taliwrk is still very attractive at present price. Points to note : one of the counter benefit from budget 2022 (RE) , recovery revenue from it 2 tollways, not subjected to cukai makmur, pay attractive dividend each quarter consistently.

Posted by getingreal > 2021-11-05 11:10 | Report Abuse

Quarterly dividend announcement is due out next week.

Posted by myway > 2021-11-15 18:57 | Report Abuse

NET PROFIT UP156%

Posted by Cactusgirl > 2021-11-15 20:45 | Report Abuse

Ya profit up 300% or 1000%, this counter won’t move. This is non trading counter.

Posted by getingreal > 2021-11-15 21:44 | Report Abuse

Div 1.6c Ex 30th Nov. Paid 30th Dec.

Posted by myway > 2021-11-16 08:39 | Report Abuse

Taliworks profit bounces
https://www.thestar.com.my/business/business-news/2021/11/16/taliworks-profit-bounces

Posted by Pinky > 2021-11-16 09:16 | Report Abuse

Wah so active today

Posted by bobvic96 > 2021-11-16 15:07 | Report Abuse

Could there be a special dividend at year’s end?

Posted by magus > 2021-11-17 00:54 | Report Abuse

what special dividend? Tali already paying very good regular dividends, anyway, there is no reason for paying any special dividends.

Posted by Investeye > 2021-11-17 08:36 | Report Abuse

Each quarter pay RM0.0165 consistently is good enough. It is better than Litrak or ASM (Amanah Sham Malaysia 1,2,3) at present price !

Posted by bobvic96 > 2021-11-17 08:38 | Report Abuse

magus what special dividend? Tali already paying very good regular dividends, anyway, there is no reason for paying any special dividends.
17/11/2021 12:54 AM


I'm not arguing about the good dividend. I'm just asking as the profit is higher and the company has a stated 75% dividend rate:

The Board of Directors of the Company is pleased to announce that it has approved a dividend payout ratio of not less than 75% of its consolidated profit after tax (excluding exceptional items) for the financial year ending 31 December 2015 onwards as a Dividend Policy for the Company. However, such payments will depend upon a number of factors, including amongst others, the earnings, capital commitments, general financial conditions, distributable reserves and other factors to be considered by the Board.

Posted by Pinky > 2021-11-17 09:14 | Report Abuse

I'd rather they retain the cash for future projects. Bear in mind that Tali is involved in construction and concession businesses which needs heavy capital outlay. Current dividend yield is already very handsome.

Posted by bobvic96 > 2021-11-17 09:35 | Report Abuse

Agreed


Pinky I'd rather they retain the cash for future projects. Bear in mind that Tali is involved in construction and concession businesses which needs heavy capital outlay. Current dividend yield is already very handsome.
17/11/2021 9:14 AM

Posted by myway > 2021-11-17 15:37 | Report Abuse

Taliworks’ 3Q earnings beat analysts’ expectations
https://themalaysianreserve.com/2021/11/17/taliworks-3q-earnings-beat-analysts-expectations/

Posted by TideHunter > 2021-11-17 15:51 | Report Abuse

Any update on the Rasau project award? I check Air Selangor website the award is on 16 November 2021

Posted by myway > 2021-11-17 16:25 | Report Abuse

Meanwhile CGS CIMB Research noted that Taliworks has confirmed that it has submitted its tender for the Sg Rasau Water Supply Scheme in Selangor.
The project award decision is likely by end-2021 and it believes that the company has a fair chance of securing a portion of the water treatment plant works, given its experience in Sungai Selangor Phase 1.
https://www.thestar.com.my/business/business-news/2021/11/17/on-the-road-to-recovery