MALAKOFF CORPORATION BERHAD

KLSE (MYR): MALAKOF (5264)

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Last Price

0.775

Today's Change

-0.045 (5.49%)

Day's Change

0.765 - 0.82

Trading Volume

14,171,200

Financial

T4Q

31-Mar-2021

2020

31-Mar-2021

2019

31-Mar-2021

2018

31-Mar-2021

2017

31-Mar-2021

Stock Price

238

1000

110

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Stock Price

238

1000

110

900

600

Stock Price

238

1000

110

900

600

Stock Price

238

1000

110

900

600

Stock Price

238

1000

110

900

600

Stock Price

238

1000

110

900

600

Stock Price

238

1000

110

900

600

Stock Price

238

1000

110

900

600

Discussions
9 people like this. Showing 50 of 6,733 comments

Pinky

Another rubbish quarter hahaha 🤣

2024-02-23 17:52

WPJ4642

Will it any dividend?

2024-02-23 18:49

smartly

limit down come Monday.

2024-02-23 20:06

Cheah5555

Bad management, a lot of huge businesses but very disappointing results.

2024-02-23 20:46

kelvinfixx

Impairment from Bahrain venture, this is normal when you make losses you do a one time impairment. But seriously the ceo anwar not doing a good job.

2024-02-24 08:32

kelvinfixx

Excluding the substantial share of loss from Al-Hidd IWPP and impairment loss on the company's carrying value of investment in Al-Hidd IWPP, Malakoff recorded a net profit of RM72.0 million in yhe fourth quarter of FY23.

2024-02-24 08:33

NRahmat

According to management, a final dividend will depend on the near-term debt obligation (RM746.3mn debt maturing within 1 year), working capital needs and the capital commitments (expect c.RM300mn capex in FY24). Considering the group’s cash position of RM2.3bn as of 4QFY23 and expectation of better outlook in view of stabilisation in coal prices, we expect MALAKOF to announce 1.5sen to 2.0sen of final dividend next month. Meanwhile, management disclosed that the E-Idaman acquisition is on track to complete by April 2024 and the finalisation of waste-to-energy plant is expected around 2Q to 3QCY24.

2024-02-27 15:40

KingKKK

UTILITIES Sector (KingKKK): Investing in Malaysia's Engine Top Performer - YTLPOWR, YTL, RANHILL, PBA, TENAGA, PETGAS, MALAKOF, ENGTEX

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-17-story-h-186391184-UTILITIES_Sector_KingKKK_Investing_in_Malaysia_s_Engine_Top_Performer_Y

2 months ago

NRahmat

Finally wake up

2 months ago

smartly

one day show ?

2 months ago

NRahmat

KUMPULAN WANG PERSARAAN (DIPERBADANKAN) ("KWAP") (a substantial shareholder) acquired 983,100 shares on 22-Mar-2024.

2 months ago

NRahmat

KUMPULAN WANG PERSARAAN (DIPERBADANKAN) ("KWAP") (a substantial shareholder) acquired 1,772,800 shares on 26-Mar-2024.

2 months ago

NRahmat

Malakoff eyes new gas, solar plants in Tanjung Bin for energy exports

https://theedgemalaysia.com/node/705994

2 months ago

TiffanixLVxHermes

hi all
need advice
notice that
PPA expiration
Port Dickson plant in 2019
GB3 power plant in 2022
Prai power plant in 2024

can PPA be renewed?
if can not, what to do with those plants? demolish?

2 months ago

TiffanixLVxHermes

anyone can help to answer please

2 months ago

TiffanixLVxHermes

sell or hold
very uncomfortable with the recent result
new project in middle east again = new forecast loss again?
😅

2 months ago

catalan

Hold for now.
Hopefully negative fuel margin resolved by this coming quarter.
And if they can get something out of LSS5, any package above 500MW is good for them ( only if they manage to get it ), else it is hopeless to hold this counter for long term.

https://www.thestar.com.my/business/business-news/2024/04/01/energy-commission-opens-bidding-for-lss5-programme

1 month ago

moneyontheway

wil it go back to RM1.80?

1 month ago

speakup

Higher chance go back to 60sen than 1.80

1 month ago

NRahmat

Break out

1 month ago

loonisback

Malakoff inks deal to expand operation and maintenance services to Bangladesh

https://theedgemalaysia.com/node/709689

1 month ago

Cheah5555

The sleeping utility giant woke up today and should report a decent profit for the latest quarter, cheers

3 weeks ago

Raymond Tiruchelvam

somethings brewing at malakoff... peace

3 weeks ago

TiffanixLVxHermes

sold
😎

3 weeks ago

smartly

so early ? engine just starting only

3 weeks ago

Raymond Tiruchelvam

TA SECURITIES (APRIL 22): Malakoff is expected to return to the black in 1QFY24 on the back of improvement in negative fuel margins. We forecast that the group will record a core profit of RM60 million-RM70 million in 1QFY24. Newcastle Coal prices have stabilised since June 2023, suggesting that the worst of negative fuel margins is over. The group currently offers an attractive dividend yield of 6.8% to 8.3% for FY24-FY26. Its 97.3%-owned Alam Flora Sdn Bhd is expected to continue contributing stable earnings for Malakoff.
https://theedgemalaysia.com/node/709902

3 weeks ago

loonisback

result this week?

3 weeks ago

iQie

Good news, IPP can sell electricity direct to customer start September.

https://www.lowyat.net/2024/323262/govt-ipp-electricity-consumers-sept/

2 weeks ago

spchia

1qtr profit, why the price drop..

2 weeks ago

kelvinfixx

Profit is more then expected by analyst.

2 weeks ago

iQie

Data center need more power..no worry, next Malakof turn to shine..

2 weeks ago

dompeilee

SOLDDDD 80% of the Malakof I bought @ 70c in Apr '23 for 79.5c...after picking up 3 dividends !🤗

1 week ago

smartly

so early ? still got plenty of up side to RM1

1 week ago

moneyontheway

anyway to reach the IPO price at RM1.80 which i had bought for many years ago??

6 days ago

smartly

no need to wait till ipo price already. i believed you have received at least 50sen dividend in total since ipo. if price can reach 1.30 good enough to recover your cost already.

4 days ago

Goldberg

FYI Their IPO was RM1.80 in 2015.

3 days ago

Nepo

it already breakout, it is time to look into this stock..

3 days ago

smartly

yup. need to stay above 0.835 to have more up side to RM1

3 days ago

Goldberg

Independent power producer (IPP) Malakoff Corp Bhd is exploring combined-cycle gas turbine (CCGT) and solar photovoltaic (PV) plants in its Tanjung Bin site in Johor, to cater for electricity exports.

The group, which has 21% of generation capacity in Peninsular Malaysia, is “actively pursuing” a new CCGT project, it said in its 2023 annual report.

Malakoff has seen generation capacity declining in recent years following the expiry of power purchase agreements (PPAs), the latest being a 21-year PPA for the 640-megawatt (MW) GB3 gas-fired plant in Lumut, Perak in 2022.

Export opportunities abound led by Singapore, which is seeking to import up to 1,200MW of electricity by end-2027. Malaysia has expressed intention to participate, and lifted its renewable energy (RE) export ban to Singapore last year, although details of the mechanism have yet to be ironed out.

Malakoff’s effective thermal power generation capacity stood at 5,342MW, with RE capacity of 153MW, its annual report showed.

In Kukup, Johor, where Jalan Tanjung Bin is located, Malakoff owns 90% in the 2,100MW coal-fired Tanjung Bin power plant in Johor, the PPA of which expires in 2031. It also wholly owns the 1,000MW coal-fired Tanjung Bin Energy power plant that is contracted to operate until 2041.

Aside from looking for new CCGT capacity, Malakoff said it will continue to invest in expanding the proportion of its biomass co-fired project with coal.

3 days ago

Goldberg

Malakoff- The largest IPP in Malaysia

Power

Malakoff is the largest Independent Power Producer (“IPP”) with an effective generating capacity of 5,342 MW. Through Alam Flora Sdn. Bhd., Malakoff is also the country’s biggest environmental services company, managing solid waste volume of 5,548 tonnes per day.

Water

Malakoff’s international assets include power and water ventures in Saudi Arabia, Bahrain and Oman, with an effective power generation capacity of 588 MW and water desalination capacity of 472,975 m³/day.

2 days ago

Nepo

seem like good biz but why badly managed, any possibility to turnaround..?

2 days ago

Nepo

share price movement and volume transacted like this way is definately good in nearby future
keep it upp

2 days ago

smartly

q1 result already turn black. need to break 0.885 to go further up.

2 days ago

kelvinfixx

Syed Mokthar is buying land ar Johor, Malakof to power the data center?

2 days ago

Biggmoney

Consistent dividend, utilities related, good business and restuctured management.
If next qr show good and stable results... Then 😁😁😁😁

22 hours ago

Nepo

Could you figure out why KWAP bought in 3 million ++ shares @ RM 0.84 on 10 Jun 24?
Any good news not yet disclose to the public..

18 hours ago

Goldberg

TA Sector Research

Author: sectoranalyst | Latest post: Thu, 13 Jun 2024, 10:42 AM


Malakoff Corporation Berhad - Awaiting Decision for Prai PPA Extension

Author: sectoranalyst

We left Malakoff Corporation Bhd’s (MALAKOF) virtual analyst briefing with the following key takeaways: i) The group is awaiting decision for Prai PPA extension; ii) Third Party Access an opportunity for plants with expiring or expired PPA; iii) Biomass co-firing progressing as planned. We lower our profit contribution assumptions from associates and trim our FY24-FY26 earnings forecasts by 19%-21%. We roll forward our base year of valuation. Upgrade to Buy with a higher TP of RM0.80/share based on SOP valuation.

11 hours ago

Goldberg

TA Sector Research- TP RM0.80

Author: sectoranalyst | Latest post: Thu, 13 Jun 2024, 10:42 AM

Malakoff Corporation Berhad - Awaiting Decision for Prai PPA Extension

Author: sectoranalyst
We left Malakoff Corporation Bhd’s (MALAKOF) virtual analyst briefing with the following key takeaways: i) The group is awaiting decision for Prai PPA extension; ii) Third Party Access an opportunity for plants with expiring or expired PPA; iii) Biomass co-firing progressing as planned. We lower our profit contribution assumptions from associates and trim our FY24-FY26 earnings forecasts by 19%-21%. We roll forward our base year of valuation. Upgrade to

Buy with a higher TP of RM0.80/share based on SOP valuation.

11 hours ago

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