Yli Holdings Berhad

KUALA LUMPUR: YLI Holdings Bhd has proposed to acquire 80% equity interest in Damini Corporation Sdn Bhd for a purchase consideration of RM10mil.

TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONSYLI HOLDINGS BERHAD ("YLI" OR "COMPANY")

PROPOSED ACQUISITION BY YLI OF 80% EQUITY INTEREST IN DAMINI CORPORATION SDN BHD FOR A PURCHASE CONSIDERATION OF RM10.0 MILLION TO BE SATISFIED VIA A COMBINATION OF CASH AND ISSUANCE OF NEW ORDINARY SHARES IN YLI ("PROPOSED ACQUISITION")

DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : Dealings Outside Closed Period

Notice of Interest Sub. S-hldr (Section 137 of CA 2016) - ENCIK MUHAMMAD IMRAN BIN ADULLAH

Notice of Interest Sub. S-hldr (Section 137 of CA 2016) - PUAN SHAMSHIAH BINTI HASHIM @ ABU BAKAR

Changes in Director's Interest (Section 219 of CA 2016) - PUAN SHAMSHIAH BINTI HASHIM @ ABU BAKAR

DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : Dealings Outside Closed Period

Notice of Person Ceasing (Section 139 of CA 2016) - DATO HJ SAMSURI BIN RAHMAT

Changes in Director's Interest (Section 219 of CA 2016) - MR SEAH HENG CHIN

Notice of Person Ceasing (Section 139 of CA 2016) - MR SEAH HENG CHIN

Changes in Director's Interest (Section 219 of CA 2016) - DATO SAMSURI BIN RAHMAT

Change in Nomination Committee - DR ABDUL LATIF BIN SHAIKH MOHAMED

Change in Audit Committee - DR ABDUL LATIF BIN SHAIKH MOHAMED

Change in Boardroom - DR ABDUL LATIF BIN SHAIKH MOHAMED

OTHERSYLI Holdings Berhad - Proposed renewal of the authority for the purchase of the Company's own ordinary shares of up to ten per centum (10%) of the Company's total number of issued shares

Change in Boardroom - MADAM SHAMSHIAH BINTI HASHIM @ ABU BAKAR

Quarterly rpt on consolidated results for the financial period ended 31/03/2024

Quarterly rpt on consolidated results for the financial period ended 31/12/2023

About 2-3 months ago, I wrote about the underlying themes that I noticed at play, which in my opinion have some real economic value being generated and are not zero sum games. You can read that short musing here: https://cutt.ly/EwBnXAIM

Another group of companies that could be worth looking into is...
Water infrastructure suppliers.

We all know that the tariffs for water had just been increased on average by 22 sen per m3. @GoldieLoh had been covering PBA brilliantly as the water supplier of Penang and how they benefit from the revision.

From publicly available information, we know that a portion of the increased revenue should be channeled to improving water infrastructure, and to reduce NRW. This includes replacing old/worn out pipes, building new treatment plants, and so on.

Engtex had been highlighted by a few research houses as the prime beneficiary, and indeed their share price has already gone up by close to 100% since a few months back.

But, other than Engtex, there are a few other players manufacturing or distributing a variety of steel, iron, and polymer pipes and valves commonly used in the water infrastructure works.

To what extent they will benefit from this trend, you'll have to do your further due diligence. But let me just tag these companies here for your own further action:

$YLI / 7014 (YLI HOLDINGS BERHAD)
$RESINTC / 7232 (RESINTECH BERHAD)
$UNIMECH / 7091 (UNIMECH GROUP BERHAD)
$UNITRAD / 0247 (UNITRADE INDUSTRIES BERHAD)
$FITTERS / 9318 (FITTERS DIVERSIFIED BERHAD)
PANTECH

and so on...

Which will benefit most or substantially? And how would they return profit to shareholders?

I would evaluate them based on that. Good luck!

Quarterly rpt on consolidated results for the financial period ended 30/09/2023

TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONSYLI HOLDINGS BERHAD ("YLI" OR "THE COMPANY") - DISPOSAL OF MACHINES AND EQUIPMENT BY LAKSANA WIBAWA SDN BHD, A 51%-OWNED SUBSIDIARY OF THE COMPANY TO MEGA PIPES PRIVATE LIMITED FOR A TOTAL CASH CONSIDERATION OF RM7.36 MILLION

KUALA LUMPUR: Stocks to watch on Thursday include Boustead Plantations Bhd, Kuala Lumpur Kepong Bhd (KLK), KIP REIT, Hexza Corporation Bhd and YLI Holdings Bhd, according to Apex Securities.

$YLI / 7014 (YLI HOLDINGS BERHAD)

TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONSYLI HOLDINGS BERHAD - COMPULSORY ACQUISITION OF LAND UNDER LAND ACQUISITION ACT, 1960

Quarterly rpt on consolidated results for the financial period ended 30/06/2023

General Meetings: Outcome of Meeting

Annual Report & CG Report - 2023

SHARE BUY-BACK STATEMENT IN RELATION TO THE PROPOSED RENEWAL OF THE AUTHORITY FOR THE PURCHASE OF THE COMPANY'S OWN ORDINARY SHARES OF UP TO TEN PER CENTUM (10%) OF THE COMPANY'S TOTAL NUMBER OF ISSUED SHARES ("PROPOSED RENEWAL OF SHARE BUY-BACK")

General Meetings: Notice of Meeting

Quarterly rpt on consolidated results for the financial period ended 31/03/2023