Hope ytl can benefit from last months China visit.

YTL Power & YTL going into KLCI index soon. See what is ahead 6~9 months down the road, be earlier than the rest of the sleeping funds

With KLCI index coming down, YTL Power & YTL moving up, it will be matter of time KLCI components reshuffle with inclusion of YTL & YTL Power.

YTL not going to be a penny stock any longer.

This post has been edited by nihility: Jun 8 2023, 09:25 AM

Never expect the movement come early, surpossingly another 2 more weeks to go before next movement.

Must be the doing of the CIMB-CGS's coverage report.

Marching toward MYR 1.00, lets make YTL graduate from the penny stock school & send them to the KLCI index, wakakakaka

YTL Locomotive train are departing ! the momentum are unstoppable !

Notice of Interest of Substantial Shareholders - UBS GROUP AG on 16-Jun-2023

Disclosure triggered due to the legal closing of the merger between UBS Group AG and Credit Suisse Group AG and the aggregation of the relevant interest of both companies as upon closing Credit Suisse Group AG ceased to exist and UBS Group AG was the surviving entity. Total holdings of 598,340,283 shares under UBS Group AG. Credit Suisse (Hong Kong) Limited has 506,555,625 shares direct interest in YTL Corp Bhd. Credit Suisse (Hong Kong) Limited is ultimately 100% owned by UBS Group AG. UBS Group AG has deemed interest in the shares via its controlling interest in Credit Suisse (Hong Kong) Limited.

the retail contra players, if you can't afford to hold, just don't join.

the operators know your movement in/out , they share the information among their group & they know where to press until it's hurt & you need to succumb to contra losses.

2ndly, pls avoid the call warrants at all cost, just stick to the underlying.

Why to avoid warrant? Im deeply interested but aware of the risk ..but would love to learn your reasoning

Because if you don’t have the money to play you will start when major players are using it to move the share price up and down easily that is why you buy underlying shares because the share value is protected

Warrant play is 1 or 2 level above the normal investing.

If ordinary investing (without time constraint) you couldn't grasp it, there is no need to go into the field with the time constraint.

If you didn't realize :-

1) Every 2~3 weeks, the issuers are coming out with new issue of CWs. Existing one, after they sold it, they don't bother to actively doing the MM activity in fair manners.

2) When the underlying are moving up, 99.9% of the time, the CWs will not tracks the movement underlying in fair manner but when during the reversal movement, the CWs are tracking the underlying movement so efficiently on the bid spread.

3) Majority of the MM are just being unfair on the bid spread. To make money out of CWs, you need the underlying movement to move harder , even when the underlying is going up marginally or remained stagnant, you are making losses.

4) The premium paid for purchasing the CWs, the premium level can drop from 30% premium to 0% by no movement of the CWs price to track the underlying.

There are actually more -ve points but the above 4 alone are enough to make an ordinary retailer to succumb to lose with so many disadvantages against them.

The only reason why I see retailers going into CWs is because the instrument are offering a cheap alternative for the underlying movement exposure without fully aware of the disadvantages against them. Only a handful experience "fighters" know what they are doing.

This post has been edited by nihility: Jun 23 2023, 11:58 AM

YTL graduating from penny school within sight!

too many contra, triggering reverse panic attack

Seems like YTL is bidding for BPlant....

Previously they bought some land in Kulai Young Estate something... For around 400mil++

Temporary Price Cap (TPC), market need some time to digest this announcement. Until this they fully understand the impact , usually it is sell first, buy back later panic button.

We maintain BUY on YTL Power International (YTLP) with an unchanged SOP-based fair value of RM1.50/share, implying an FY24F PE of 10x. We ascribe a 3-star ESG rating to YTLP.

Our net profit forecasts for YTLP are unchanged as we believe that the impact of the implementation of the energy price cap in Singapore is small.
Recently, the EMA (Energy Market Authority of Singapore) announced that the capping of wholesale power prices from 1 July onwards using a formula tied to natural gas and generation costs.

The move came about after wholesale prices continued to jump in Singapore this year in spite of sharp drops in natural gas. This was partly due to the hot weather and a shut down in a power plant in May for a turbine upgrade.

We understand that the price cap would be 2x to 3x the long-run marginal cost of electricity. The price cap kicks in if wholesale prices exceed these levels.
We believe that the impact on YTLP is minimal. Energy prices in Singapore have eased and are not close to touching the price cap.

We think that it is unlikely that wholesale energy prices would surge unless there are spikes in demand or major disruptions to gas supply like last year. The USEP (Uniformed Singapore Energy Price) has dropped from a high of S$3,594/MWh on 15 May to S$177/MWh on 13 June.

Also, about 75% of YTLP Seraya’s energy revenue in Singapore are based on contracts, which are locked in with customers for 2 years. The balance 25% of the revenue is based on spot contracts. Hence, the risk that the price cap would hurt margins is small.

YTLP is currently trading at a FY24F PE of 8x, which is lower than its 2-year average of 24x.

Source: AmInvest Research - 21 Jun 2023

YTL will mirror the movement of YTLP until the MRT & HSR award comes into speculation.

It will takes some time to recover, those weak heart / contra have been filtered out in yesterday stampede.

Wednesday, June 28th, 2023 at Breaking News | Business | News

YTL Corp Bhd plans to pay RM1 billion in dividends per annum for the financial year 2024 and 2025, translating into dividend per share (DPS) of 9.5 sen and yield of 10% per annum.

The target was shared by the top management of the Malaysian-based company in a meeting with a group of select investors in Singapore, according to CGS-CIMB Research in a report released yesterday.


YTL believes the current government will return to business and accelerate project flows post the state elections and thinks the group has a key role to play, according to the report.

CGS-CIMB Research recently hosted a roadshow where YTL Corp executive chairman Tan Sri Francis Yeoh Sock Ping and director in the executive chairman’s office Lucius Chong met a group of investors in Singapore.

It said that YTL reiterated fiscal discipline to keep its cash level at US$3 billion at any point for strategic acquisitions.


It also reported that YTL said it could unlock value over the next few years by paring down stakes in assets such as YTL PowerSeraya Pte Ltd and Wessex Water Services Ltd via a possible listing as investors continue to discount its RM72 billion asset base as at FY22.

On this, YTL provided a caveat that there needs to be stability in the cyclical cement and construction businesses with key projects such as Mass Rapid Transit Line 3 (MRT3) and Kuala Lumpur–Singapore high-speed rail (HSR) rolled out.

At the meeting, YTL team was also reported to have said that core assets, such as Malayan Cement Bhd, including the Vietnam venture, core land bank in Sentul of 165 acres, Power Seraya and Wessex Water are not for sale.

Peripheral assets will be disposed of, with the most recent being land in Perak, which will bring in cash of RM70 million, it said.

In the report, CGS-CIMB also addressed the question as to why YTL was engaging the investment community now.


“YTL believes the current government will return to business and accelerate project flows post the state elections and thinks the group has a key role to play. It also wants to groom the next generation, which will eventually be more involved in the business,” it said.

CGS-CIMB has reiterated its ‘Add’ rating for the counter with a 52-week target price of RM1.28. It ended yesterday’s trade at 95.5 sen.

The stock, which has been hovering between 54 sen and 68 sen in the last two years, began surging May 17 when it closed at 75 sen, up 8.5 sen from the day when it closed at 66.5 sen. Close to 130.59 million shares exchanged hands on that day, its largest single day trade since December 2020. – TMR

Source https://themalaysianreserve.com/2023/06/28/...c-acquisitions/

Under instruction to f** with help from Singapore funds .

Break out on the 3rd attempt resistant to be the strongest, the resistance will become strongest support.

This should be beginning of the 3rd wave.

Close eye & hold till the coming Qr on Aug 23.

Play what market want to play, the YTL is riding with additional speculation element.

YTL will benefits from the sector of rotation.

After the utility sector, comes the construction sector. Long for YTL, close both eye until next year.

Construction sector seeing inflow of funds probably from the rebalancing of the portfolios. Funds starts rotating into construction sector on speculation the sector will benefits from government spending on major infrastructure.

Current movement in stock price = 6 months lead of the expected market activity.