erm... issit a good time to buy in now? and what are the reasons for the yes or no? need some guidance

More than 80% of ytl power profit contributes by its UK wessex water and Singapore seraya power.

Its raw materials are coal / gas / diesel for power generation.

so meaning the weaker ringgit the higher profit for ytlp ?

YES

Why buy YTL power instead of YTL corp? At this high volatility market times, shouldn't buying the mother company which is more diversified a better option? Both are at similar price range. 1.6+ now.

YTL Power is a pure utility play. At times of uncertainty, maybe better than diversified business which actually is quite exposed to construction industry. If construction slows down, YTL Corp may slow down as well.

This post has been edited by calmwater: Mar 15 2015, 01:50 AM

the weaker ringgit the higher profit for YTL Power

Calm do u still keep ytlp?

Hi Darkknight,

Its been a while. I sold off a few years ago. Just bought some ytlpowr-wb as I am
betting on the renewal of PPA in the next couple of months.
At the same time bought some YTL corp as well as they try for HSR. Also hopefully bidding to begin in the coming months.

It's cash rich too, suppose to take the new power plant project & capable of delivering at cheaper rate, but instead went to wan em dee bee which currently having major financial issues. Currently at discounted level due to its IPP tenure expiring and high chance of renewal / extension.

Mari mari!!
"Mai deng lei sau"

Slowly climbing up....

In term of valuation, it is like 50% cheaper than malakoff..

TARGET PRICE RM 3.20

I supposed 3.20 TP is too steep
My personal TP @ 2.00
IB have assigned TP ranging from 1.44 to 2.04

Base on valuation for malakoff. If you think that RM 3.20 does not
make sense then same goes for malakoff.

Both SGD and GBP appreciated 20% vs MYR

I beg to differ
GBP appreciate from 5.45 @ 1/1/15 to 5.83 now (up 6.9%)
SGD appreciate from 2.64 @ 1/1/15 to 2.80 now (up 6.0%)

For the past 12 months sorry

If I M not wrong contributions from both Singapore and uk are more than 70%

This post has been edited by darkknight81: Jul 14 2015, 06:21 AM

YTL Power Registers Full-Year Revenue of RM11.9 Billion (US$3.0 Billion)

Kuala Lumpur, 20 August 2015
YTL Power International Berhad (�YTL Power�) registered revenue of RM11,925.9 million (US$2,959.3 mn) for the 12 months ended 30 June 2015 compared to RM14,436.6 million (US$3,582.3 mn) last year. Profit before taxation for the current financial year was RM1,230.6 million, increasing 9.2% compared to RM1,126.6 million recorded last year, whilst profit for the period stood at RM905.3 million (US$224.6 mn) this year over RM1,208.7 million (US$299.9 mn) last year.
The decrease in revenue was principally attributable to lower units of electricity sold and lower electricity prices as a result of lower fuel oil prices in the multi-utilities segment, as well as lower generation of electricity sales and a higher depreciation charge in the contracted power generation segment. The decrease in profit was due to lower vesting non-fuel margins and volumes, coupled with lower margins from retail contracts, offsetting better performance in the water and sewerage segment which resulted from lower operating costs and the weakening of the Malaysian Ringgit against the British Pound. The mobile broadband division also saw improvement in loss before taxation due mainly to lower operating costs.
In the contracted power generation division, the current power purchase agreement of YTL Power Generation Sdn Bhd (YTLPG) will expire on 30 September 2015. However, YTLPG has been selected as a successful bidder for supply of power from its existing facility in Paka under the short term capacity bid called by the Malaysian Energy Commission. Discussions on the terms and conditions are currently ongoing and, upon completion, a new Power Purchase Agreement is expected to be signed for the period from 1 March 2016 to 31 December 2018.
The Board of Directors of YTL Power declared an interim dividend of 10 sen or 20% per ordinary share of 50 sen for the financial year ended 30 June 2015, the book closure and payment dates for which are 7 October 2015 and 23 October 2015, respectively.

Eesti Energia AS’s Jordanian project has still not been able secure financing. If financing is not secured by end of 2015, the completion of the project will be uncertain. Talks regarding sale of Eesti Energia's stake are in its final stage. The project participants have until October 1, 2015 to find funders for Jordan's first oil shale-fired power plant with net capacity of 470 megawatts. Eesti Energia holds 65% stake in the project and is in talks with Chinese investors and YTL Power International Berhad (KLSE:YTLPOWR) for stake sale in the project. YTL Power has a 35% stake in the project. "The talks are very serious in this regard and have reached an advanced stage," said Mohammad Maaitah, a partner in Attarat Power Company.

Ytlpowr was named as 1 of the suitor
http://www.nst.com.my/news/2015/09/%E2%80%...-weeks%E2%80%99

How will tis deal complement Ytlpowr existing biz?

YTL Power International Bhd's unit, YTL Power Generation Sdn Bhd (YTLPG), was selected as a successful bidder to supply power from its Paka plant under the short-term capacity bid.

The bid was called by the Energy Commission for 2 years 10 months from March 1, 2016.