i'll bet that he will say full of loans....skip

fuyoh, today public holiday still so active~

I don't like YTL Corp leh
1. Total Borrowings
2. Total Payables & Total Receivables

EPS, GP Margin, PER although is nice, still not interested...

Financials aside...cos I haven't studied in-depth other than its PE and DY

I quite like their core businesses wor

yes i agree their core business (water utilities, electric utilities, constructions, constructions materials, hospitality & leisure) is good business.

PE, DY, Gross Profit Margin and EPS seems not bad.
BUT the Total Borrowings + Trade Payables & Receivables makes me worried...

DY is good, but growth is also important. If business goes down a bit how to pay debts + give dividends...

Isn't high gearing ratio common among utilities?


Utilities are recession-proof. But what do you like about hotel & cement?

YTL cement is one of the bigger semen players in Bolehland...

And their hotels are all around the world...

Weakening Ringgit and Yen should do Bolehland and Japan tourism some good...

This post has been edited by Pink Spider: Feb 3 2015, 03:54 PM

Bursa got 1000over counters.
I still got other choice, rather than force myself picking the counter which I don't feel comfortable with.

But really I like their business, just don't like their Financial Health...

Today I super free, let me anal Unker Yeoh's figures

Hehe
The one I send you also not bad

Just anal-ed the Yeoh Dynasty financials...results from 2010 to latest quarterly of 30 Sep 2014...

Cannot buy wan la!

Revenue no growth...downtrend some more!

Margins are decent though, GP and PBT margins in the region of 22% and 12% respectively.

The Group have been miserly with dividends in previous years, average payout was 33%, only FYE 30 Jun 2014 they have been very generous with 80% payout, translating to 6.8% DY at current price. It remains to be seen whether they would continue with the generous payout.

If they continue to be generous with divvy, can buy and keep as divvy stock lar...

If no...stay away

This post has been edited by Pink Spider: Feb 3 2015, 05:11 PM

2moro see O&G counter party first lah.....

white flag white flag gotta stay this out

I always stand and watch the party across the river...
Goreng not my type

looking forward for skpetro, fundamental strong, just stock price been affected by world oil price, can keep for future

Good morning~
Today traffic crowd into KL is terrible...

O&G is roaring

ka...ching!

sold d skpet pet?

Spooked by Ah Boon and sold Homer

At current rate of growth and dividend yield, I'd be better off with a REIT

This post has been edited by Pink Spider: Feb 4 2015, 02:38 PM

Hehe, seafood you finally found something to cut from your portfolio~

btw look at hovid queue @ 0.410