RANHILL UTILITIES BERHAD

KLSE (MYR): RANHILL (5272)

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Last Price

1.38

Today's Change

+0.03 (2.22%)

Day's Change

1.26 - 1.41

Trading Volume

20,666,500

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Discussions
6 people like this. Showing 50 of 3,970 comments

5354_

YTL Power already >half year no 2 shareholders why Ranhill QR still not improve a lot?

4 hours ago

NickelLee


Looking at the Big Picture: YTL Power’s Strategic Acquisition of Ranhill Utilities

YTL Power's acquisition of a controlling stake in Ranhill Utilities is a strategic masterstroke. By gaining control over Ranhill Utilities, YTL Power now effectively oversees the water supply operations in Johor. This asset is crucial, given its role in supplying and maintaining water for the state, as well as its responsibility for laying pipes in new development areas.

This acquisition presents a clearer competitive advantage. With control over the scheduling of pipe-laying works, YTL Power can prioritize its own projects over competitors in a highly competitive market.

For Ranhill Utilities, the introduction of a new shareholder is likely to accelerate their CAPEX cycle and enhance cash flow, particularly as water pipe coverage expands alongside Johor’s robust economic growth. According to the mandatory takeover documents, YTL Power and SIPP intend to maintain the listing status of Ranhill Utilities. This suggests ongoing capital market participation for future CAPEX funding, potentially leading to an upside beyond the current offer price of RM0.995 per share. Moreover, keeping Ranhill Utilities listed ensures good governance, transparency, and public oversight.

There is no compelling reason to sell Ranhill Utilities. Despite the change in ownership, it remains a valuable regulated utility asset in Johor. The transition to a more progressive management team and major shareholders like YTL Power and SIPP should be seen as a re-rating catalyst rather than a de-rating one, especially considering the low offer price of RM0.995. Ranhill Utilities shareholders are now better positioned to benefit from Johor’s growth potential. Additionally, the involvement of YTL Power hints at a potential data center play, adding another layer of opportunity to Ranhill Utilities' investment appeal.

4 hours ago

5354_

OnTime 1 of Ranhill customer? So you must prepare to pay more(plus not delay) for your water bill under YTL management.

4 hours ago

honestlee

@5354_ which is good for share holders since they are making money, if not strict how to make money and collect back arrers

4 hours ago

5354_

Indah Water bill all honestlee also pay?

honestlee

@5354_ which is good for share holders since they are making money, if not strict how to make money and collect back arrers

2 minutes ago

4 hours ago

honestlee

@5354_ of course if not you get blacklisted in CTOS

4 hours ago

honestlee

YTRPOWER moving up

3 hours ago

stevenckheng

Notice of ceasing to be substantial holder - HAMDAN (L) FOUNDATION on 28-May-2024.

3 hours ago

NatsukoMishima

Dont sell ticket , objecy MTO , u will enjoy huge gain when hit rm 5 !

3 hours ago

5354_

OnTime are you still in i3? You very happy to pay more for your water bill under YTL management plus pay "On Time"?

3 hours ago

rtsma2026

Look at all the research ranhill can let Ytlp Tp go higher all buy call, ytlp need ranhill

3 hours ago

honestlee

YTLPower go up 17 cents already

3 hours ago

rtsma2026

If ranhill reject kasi water data center can work ar data hub, so Water is number one

3 hours ago

honestlee

YTLPower up 0.28 cents now

3 hours ago

rtsma2026

Dont listen to those naysayer misleading and misunderstanding the announcement, price above 2 baru considering la, Nothing can replace Water

3 hours ago

NatsukoMishima

U all misunderstand the real meaning of MTO , actually they can not force minor share holder to sell tickets if we object the MTO , at the same time wr are still a share holder who will enjoy huge capital gain later !

3 hours ago

honestlee

NatsukoMishima, exactly...these fellas dunno about MTO simply shoot and spread confusion and rumors

3 hours ago

GSX1111

good to be associated with YTLP, last bull lead by glove, this round is infra with YTL group of companies. With the 51% shareholdings, definitely attract a lot of foreign buying into this Ranhill.. today start flying YTLP again, see what will happen to Ranhill.

3 hours ago

NatsukoMishima

When people see mandatory they think all minor share holder tickets will be force to sell at 99.5 sen to ytlpower , this is totally wrong , we are still share holder with our golden tickets if we opt to object MTO n hold our tickets , dont look at the volatility now , it s just fear monger from major share holder who wants cheap ticket !

3 hours ago

honestlee

Those who bought the dip today congratulations

3 hours ago

James_Bond

Closed my shorts! Thanks for the pocket money!

3 hours ago

James_Bond

Again, if you go against Natsuko, you r 99% right!

3 hours ago

GSX1111

on the water consession in Johor which Ranhill have, what is the expiry date or need to renew ?

3 hours ago

James_Bond

Ranhill only handles water treatment in the state of Johor! Not the whole Malaysia! ROE less than 10 still! Not worth such high price!

3 hours ago

SS13

When everyone realise the takeover of Ranhill by YTLP is GOOD for Ranhill it share price will slowly go up. Don’t believe YTLP wants your share since they plan to maintain listed status

3 hours ago

rtsma2026

All data center construction projects and other activities require water, we all depend on water resources, u can know how important of RANHILL

3 hours ago

GSX1111

anybody knows the treatment contract expiry date ?

3 hours ago

SS13

Ranhill also has the largest IPP in Sabah with 30% market share. Room to grow.

3 hours ago

honestlee

so, ask yourself what you want, Hamdan to remain as the boss and remain status quo or YTL Francis to make changes and move forward and soar greater than before. Up to you to decide

3 hours ago

James_Bond

Yes, how much could you earn from water service provider for the state of Johor only? Furthermore, this water treatment service license subjected to change based on state government jurisdiction! Of course, YTL hv sent many appraisals to do valuations on Ranhill, maximum price from the expert valuation is 0.995!

3 hours ago

GSX1111

As a buyer, rational based is price tag as low as possible. It is the Seller who want high price.
Ranhill got the risk of losing the water treatment license. But, with Johor Corp there, likelyhood of this happen very slim. Regarding the profitability of water treatment, not sure how much the data center will need the water and bring additional profit to the company.

3 hours ago

James_Bond

YTL hv sent many appraisals to do valuations on Ranhill, maximum price from the expert valuation is 0.995 and this 0.995 price is agreed upon by Ranhill!

Are you saying that you r better than all of the valuation experts?

2 hours ago

James_Bond

Please be realistic, bro!

2 hours ago

rtsma2026

Long term above 2 la easy, no water apa center pun tak blh simple n clear

2 hours ago

James_Bond

Ranhill worth only 0.995 by the professional appraisals! Merely in the category of a penny share!

2 hours ago

rtsma2026

Go back study la Dont listen to those naysayer misleading and misunderstanding the announcement, price above 2 baru considering la, Nothing can replace Water

2 hours ago

honestlee

Basically Ranhill already the monopoly for water in Johor, what else you want, nobody can touch them

2 hours ago

James_Bond

Now, Ranhill is selling at near 40% premium from the expert valuation!

2 hours ago

rtsma2026

Tis james come spreading panic and frightening those investors who misunderstand the purpose of announcements

2 hours ago

honestlee

just because Francis bought at discount and you also want the same price, come on la, you think you are what, he buy in bulk with discount as compared with us retailers. you think you and Franics the same level can get the same discount

2 hours ago

GSX1111

@James, there are tons of property counters traded far below their valuation...suggest you pick up now then wait for big gain.

2 hours ago

stevenckheng

it iss 99 cents for now, any MOU from YTL will become 200cents, maybe next few weeks

2 hours ago

bhullar_1972

Sure below 1...run while you can...YTLP will sell Ranhill shares before MTO offer to make profit from their 0.99 purchase price and also push down the share price so retail investors will accept

1 hour ago

bhullar_1972

Double untung for YTLP if Ranhill above 1

1 hour ago

GSX1111

There must be rational why YTLP buy into Ranhill. I recon it is due to the shareholders, Johor Corp in Ranhill. Suspected some reorganization on lines of biz will happen btw this two. Water biz all in Ranhill, Power all in YTLP. This will result in YTLP hold more share in Ranhill, with payment via share.

1 hour ago

SS13

Let me re-cap what Ranhill has that interest YTLP:-
1. Sole water supplier in Johor
2. IPP with 30% market share in Sabah
3. 50MW solar project in Perak
4. Others - water treatment in Thailand and China
See the synergies with Seraya Power in Singapore and Wessek in UK belonging to YTLP

1 hour ago

NatsukoMishima

Ranhill TP RM 5 in future , hold your tickets tight dpnt sell any single ticket from now , object MTO , see who will be winner later !

54 minutes ago

CapitalB

YTL control Ranhill due to concern of wafer supply not beacuse of love ranhill.. They main profilt buniesss was data centrel..Not water supply...

23 minutes ago

CapitalB

Take over ranhill because of water.. That all...

21 minutes ago

Wirajati

Ytl intention to have controlling stake is done. No need to buy further. Kind of strategic enough with spare changes ( by not buying mkt price) should risks of data centres less fulfilling for whatever reason ( trade wars, and what's not). Francis is one careful billionaires. Salutes!!!

3 minutes ago

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