Posted by kai8994 > 2016-09-29 11:19 | Report Abuse

Angie, as what boon mentioned above, Tali mostly involve in concession biz. It's a good "dividend yield play" company.

Posted by Angielim9955 > 2016-09-29 16:23 | Report Abuse

boon1515 kai8994 thnaks I noted
seem also got goverment project , good I like

Posted by dnks88 > 2016-10-05 09:46 | Report Abuse

Break 1.50 liao, BBBBB

Posted by boon1515 > 2016-10-05 18:00 | Report Abuse

big volume today woooh

Posted by chowhongping > 2016-10-06 10:24 | Report Abuse

http://klse.i3investor.com/blogs/PublicInvest/105828.jsp

Posted by boon1515 > 2016-10-08 13:06 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5225825
Tabung Haji sapu on 5th Oct

Posted by dnks88 > 2016-10-12 14:15 | Report Abuse

fuh, non-stop collecting this LTH

Posted by kai8994 > 2016-10-12 14:37 | Report Abuse

They need more 'high yield asset', no choice :)

Posted by linges > 2016-10-19 14:48 | Report Abuse

why falling heavily today??

Posted by dnks88 > 2016-10-20 13:39 | Report Abuse

Past few days dropped with little volume. No worries since not big boys dump.

Posted by linges > 2016-10-20 14:02 | Report Abuse

thx dnks88 :))
anyway i bought back some @1.49 yesterday...

Posted by linges > 2016-10-20 14:06 | Report Abuse

taliwork's 2017 earning is promising...good stock for long term

Posted by kai8994 > 2016-10-20 14:33 | Report Abuse

It should trade at higher level once Splash issue is resolved :)

Posted by dnks88 > 2016-10-21 11:34 | Report Abuse

Ya, even without Splash bonus current Div yield 5.2% is a steal. Yield seeking institutional investors will soon rush to buy until yield reaches 3-4%.

Posted by boon1515 > 2016-11-04 21:37 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5251773

Posted by Lincorn Matthieu Seven > 2016-11-09 16:37 | Report Abuse

ong ka ting whack lots of "kang tao"

this counter confirm sunshine

Posted by kai8994 > 2016-11-16 15:01 | Report Abuse

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=76091&name=EA_GA_ATTACHMENTS

Another satisfactory quarterly result plus dividend :)

Posted by boon1515 > 2016-11-16 16:36 | Report Abuse

seems like it dividend policy very stable already

Posted by wisdomtot > 2016-11-22 12:54 | Report Abuse

https://malaysia-bursa.blogspot.com/2016/11/splash-splashing-new-leads-on-price-tag.html

Posted by Investeye > 2017-01-26 12:21 | Report Abuse

Take opportunity to further accumulate few lots at RM1.46
Give reasonable dividend at every q and potential special bonus when the Selangor water deal is settle soon.

Posted by Rica7894 > 2017-02-06 16:34 | Report Abuse

Taliworks: A new operator of sizeable infrastructure assets with earnings stream is backed by mature and profitable concession-type model like IJM Corp, Ekovest, AZRB and Gamuda.

--Investment highlights--

Taliworks realigned business model is driven by four main divisions:

----Water treatment and distribution.----
*One of the O&M players in Selangor (Sungai Harmoni (SSP1) - 100% stake) and the sole player in Langkawi. (Taliworks Langkawi - 100% stake).

Sungai Harmoni (SSP1) has a 30-year O&M Agreement which expires in Jan 2030. SHSB charges SPLASH at a bulk sale rate (BSR) of RM0.42/m3 of treated water currently. The BSR is expected to increase by 5% every 3 years with the next hike scheduled in 2017.

Langkawi operations will expire in 2020. Taliworks Langkawi charges for its services at a BSR of RM2.15/m3. The BSR would be revised upward to RM2.24/m3 from 2018 to October 2020.

----Tolled highways – Owns and operates two highways domestically. (Cheras-Kajang Highway - 51% stake, NNKSB Expressway - 37.5% stake)----

Double-digit tariff hikes.
*Cheras-Kajang Highway was granted a 30% toll rate hike in on Oct-15.
*Cheras-Kajang Highway is also scheduled for a 25-45% toll rate increase every five years from 2015.
*NNKSB has not been granted its tariff hike effective 1 Jan 16. Management is pursuing non-tariff compensation, typical for all other highway concessions in the country. NNKSB is scheduled for a 20-30% toll rate increase in 2016, 2020 and 2025.

----Waste and wastewater – new acquisition in Feb 2016: SWM Holdings. (SWM - 38% stake)----

*With a concession tenure expiring in 2033, its earnings is set surge in 2019 driven by the full-year impact of the scheduled 25% tariff hike in Sep 2018. The maiden contribution flows through from 2Q16 with an expected full-year contribution of up to RM30m in FY17.


---Construction and Engineering – water-related infrastructure works specializing in water treatment plants (WTPs)----

Catalyst:

----New dividend policy is no less than 75% of PAT.----

The group’s new dividend payout policy of not less than 75% of its net profit for 2015 onwards remains intact. The group paid out 8 sen for FY15, which translates to a dividend yield of 5.7%.Taliworks’ existing ifrastructure assets are mature, and therefore require minimal capex. Forecasted 8 sen DPS p.a. for FY16-18 is deemed sustainable and implies a payout ratio of 70-90% of net profit.

Water deal extended to Mar 2017 Water receivables related to SSP1’s operations stood at RM471.5m (end-2Q16: RM440.3m). This is classified as trade receivables owed by Splash and are likely to be recovered once the acquisition of Splash, which is the last targeted water asset in the
state, is resolved. The deal has been extended by another six months to Mar 2017 in order to finalise the valuation of Splash. Resolution of this deal would lead to a recovery of SSP1’s receivables and in turn, would increase chances for higher dividends.

Posted by Rica7894 > 2017-02-07 09:00 | Report Abuse

----Boosting cash (and dividends?) from Splash deal----

April remains the next target for the resolution of the sale of Splash.

The final independent valuation on Splash is underway,which could narrow the pricing negotiations to around the RM2.8bn-3.2bn book value of Splash.

Posted by Rica7894 > 2017-02-08 08:39 | Report Abuse

At current price, the projected dividend yield of Taliworks is about 5.4% for FY17 which deem attractive under current low-interest rate environment.

Posted by Redpeople > 2017-02-08 14:44 | Report Abuse

Q 150 now.. buy buy buy

Posted by Investeye > 2017-02-09 08:07 | Report Abuse

Taliworks ‘dividend Splash’ in the works? http://m.thesundaily.my/node/426511 (Share from StockHunter)

Posted by fast > 2017-02-16 18:37 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5338969

Posted by Investeye > 2017-02-16 23:00 | Report Abuse

The Q result is better than last Q:
Previous Q: Revenue: 83.8mil; net profit: 19.3mil
Latest Q: Re:69 mil; net Profit: 32mil
But compare preceding year same Q is lower. Whole year is better than previous financial year.

Posted by Rica7894 > 2017-02-17 08:42 | Report Abuse

-After stripping out the RM65.8m gain on the disposal of the China waste management operations, Taliworks’s FY16 core net profit was 8% above our full-year forecast and 6% above consensus.

-The main deviation arose from 4Q16’s write-down of deferred tax
liability in relation to the change in the amortisation method for highway assets.

-Total full-year DPS of 8 sen was in line (5.2% yield).

-Medium-term catalysts include the resolution to the water deal and new M&A prospects. Downside risks include a prolonged timeline for new M&A plays and further delays in the water deal.

-Water receivables related to its 100%-owned SSP1 stood at RM502m (up 7% qoq, 52 sen/share, about 27% of Taliworks market capitalization.) - classified as a trade receivable owed by Splash and is likely to be recovered once the Splash acquisition issue is resolved, optimistically by mid-2017. The possibility of higher dividends remains intact.

Posted by fast > 2017-02-17 16:18 | Report Abuse

http://klse.i3investor.com/servlets/ptres/39294.jsp

Posted by kakashit > 2017-02-19 09:35 | Report Abuse

As long as there re more cars on the road, there will be more water consumption.

Bcoz volume of water to bath a car is roughly equal to ur one week bath volume

and Malaysian love there cars coz cars are the most valuable assets after housings.

Posted by cscheong > 2017-03-08 10:32 | Report Abuse

taliwlk new high.

Posted by boon1515 > 2017-03-08 11:28 | Report Abuse

move riao

Posted by jackyle > 2017-03-08 12:09 | Report Abuse

Jangan kaput.......

Posted by magus > 2017-03-16 09:11 | Report Abuse

federal govt meeting with sgor gov today to thrash out remaining splash issues, may get settlement shortly and then impact on taliwork. tabung haji bought quite alot of tw recently.

Posted by cscheong > 2017-03-16 14:46 | Report Abuse

sure?

Posted by magus > 2017-03-16 15:49 | Report Abuse

see tali moving now

Posted by cscheong > 2017-03-16 16:04 | Report Abuse

good....

Posted by boon1515 > 2017-03-16 17:16 | Report Abuse

http://www.stockhut.com.my/news/265285

Posted by magus > 2017-03-17 10:29 | Report Abuse

tali still rising

Posted by boon1515 > 2017-03-17 15:05 | Report Abuse

any update on SPLASH?

Posted by 914601117 > 2017-03-31 16:17 | Report Abuse

splash new dateline postponed until 31-Oct-2017, thats why TALIWORK went down

Posted by magus > 2017-03-31 18:37 | Report Abuse

usual knee-jerk reaction, the splash issue will be resolved over time, it doesn't change the quality of the company. in fact the pullback presents buying opportunities.

Posted by boon1515 > 2017-03-31 19:07 | Report Abuse

Taliwork without SPLASH news, it still a good company with stable and diversify business which bring stable dividend to shareholders =)

Posted by Investeye > 2017-05-05 08:35 | Report Abuse

As LTH keep accumulating this counter and it good dividend for every quarter. Good opportunity to accumulate....

Posted by Investeye > 2017-05-09 13:55 | Report Abuse

After no result of SPLASH talk and postponed to Oct. LTH sold total of 3.6 mil shares from 15/3-24/3, and then start to accumulate back 4.4 mil share (until 4/5).
LTH has increased it holding from 53.1mil (early of Aug '16) to 84.3mil (4th May,'17) ; increased about 31mil shares(50%++) within 10 mths...
It is opportunities ???

Posted by Investeye > 2017-05-11 15:12 | Report Abuse

Take opportunity to accumulate..

Posted by magus > 2017-05-11 15:33 | Report Abuse

i am queueing to buy at 1.48, see if that can be done

Posted by linges > 2017-05-11 16:11 | Report Abuse

anyone know reason for sudden drop?

Posted by Sebastian Sted Power > 2017-05-15 17:03 | Report Abuse

this counter involved in our daily life; their contracts SAPU from rubbish to water to highway.. Keep for long term!!

Just have a look at ANALABS, CYpark

Posted by Investeye > 2017-05-17 15:00 | Report Abuse

Good opportunity to further accumulate at low for mid term... as substantial sharholder LTH was furher accumulating on 11th May