Another round of divvy masuk pocket

bro, it mean when exdate on 15 march...the price will drop?

ohhh ic... got it... tyvm

yup, opening will be 14th March price - 3.75c

This post has been edited by mopster: Feb 25 2010, 09:51 PM

1. what is the good price to buy?
2. if i buy before 15.3, am i still entitled for the dividend?
3. Is it worth to buy at a high price just for the dividend? as price will surely fall once the distribution is over.#
4. if i buy 1000 unit, how much am dividend am i entitled for?
cheers.

1. any price, IMO
2. yes
3. long term holding, dun care as even the current price it is still giving 6% DY + capital appreciation
4. 37.50

1. Anything below RM2.10 IMO.
2. Yes
3. Nope, not worth to buy just for dividend as the price will be inflated after a dividend announcement. Buy after dividend when the hype is over if you plan a long term investment. Then let it sleep as you collect every quarter.
4. RM37.50

what does IMO mean?

how long do i have to wait for the price to be stable after the announcement of dividend?

IMO = In My Opinion

Really don't know the answer to that question. All depends on market.

the price of YTLPOWR is stable all year long, very low beta.

the div is RM 0.0375 per share. the effect is not so obvious, as it is more or less like the daily moving range dy (max-min).

YTLPOWR is for stable div and good management, any upside (capital appreciation) will depends on Francis WiMAX venture or any other new utilities project acquired.

If u are looking for long term (5 years and above) u can buy anytime, buy more if the price dropped due to overall markter downtrend.

If u are short term player, forget about YTLPOWR.

In average, investing in YTL does give good appreciation?
if average divident is 0.0037 per share, it's better than keeping in fd right now...

So far in terms of capital appreciation, its minimal. Dividend has been consistent though.

The dividend is every quarter or annually?

I saw some people mention 7.5% and some mention 0.0037 per share. Is it the same?

Almost every quarter, I believe 3rd quarter there is no dividend.

7.5% is based on par value, which comes to 0.0375 sens a share.

But Q4 got 2x div

for CY 2009, YTLPOWR single tier div payment record.

(1) 20 Jan 09 : 7.5%
(2) 26 Mac 09 : 7.5%
(3) 16 Jul 09 : 7.5%
(4) 24 Dec 09 : 3.75%

for CY 2010, the Jan and Mac one oledi got, so the expection now is getting the same for Jul and Dec, any upside suprise will be YTLPOWR giving a 7.5% for Dec one

This post has been edited by mok thye yee: Feb 26 2010, 05:10 PM

anyway, good dividend payment...just that their share price hardly moving only..

It is very difficult to "move" YTLPOWR price, and i dun see any good reason that YTLPOWR price sud be moving here and there ......

To move the price down, if there is any earning deterioration or external factor. YTLPOWR utilities business is fairly stable and supported with long term concession, so unless mgmt screw up, it will not move down. for this francis deserve a .

So, as a long term investor, i just hv to wait for external factor to move the market down and do the shopping

To move the price up, u need earning enhancing asset purchased. After the singapore power plant purchase, no more purchase made by YTLPOWR. another for francis, all his purchase for YTLPOWR (Wessex, Electranet and Seraya) proven to be a good buy, due to his prudent management style, pls dun expect him to buy this and that everynow and than.

Another point to note is that there is a big chunk of super long term warrant for YTLPOWR (WA and WB), these will buffer any big upside move oso.

The next think to be carefully watch out for YTLPOWR is the WiMAX business, i do not agree with is delayed nation wide approach as we can see his competitor oledi potong like hot cake, but i hope he prove me wrong so that my investment in YTLPOWR can increase in value......

A BIG TQ to francis........... (for all the div and share div)

If i not wrong actually YTLPOWER are going to distribute 7.5% every quarter. However, for Dec last year WESSEX WATER and other water utilities companies were being taxed by the british government due to the ABOLITION of IBA. Therefore, the dividend of that quarters are being halfed.

---

Added on February 27, 2010, 7:55 amUTILITIES business are highly regulated so you cannot expect and price fluctuation unless due to factors below:

1. Change of any tax law
2. Currency like Pound or singapore dollar depreciate further.

Besides, we hardly can see the share price trend downwards.

For your information before acquisition of WESSEX WATER during 2002 , ytl power EPS was around 7 - 8 cents.

You can see the EPS surge to around 19 which is more 100% growth after the acquisition of WESSEX WATER.

But i believe we can no more expect that type of EPS growth in future as before 2002 ytl power is at smaller size compare to now.

So any big acquisition will boost the EPS SIGNIFICANTLY. Besides, Francis Yeoh bought wessex water at big discount from Enron which we don expect it will happened again.


This post has been edited by darkknight81: Feb 27 2010, 07:55 AM

If we look at the figures in the latest quarter, Power Seraya is now contributing significantly. Compared to last quarter it only made RM59mil which is half of what we expect, this quarter it is reported that they made RM128 mil which is more in line with expectations.

As some of you YTLPOWER fans know, we calculated that Power Seraya may contribute as much as RM400 mil per year to YTLPOWER net profit. RM128 mil a quarter is a really a fantastic performance for Power Seraya. If they keep this up, we might see an EPS improvement of at least 30%. In other words, stock price have some room for improvement.

may i ask... why ytl power share drop around 1st week of feb this year?