Hi, do you intend to average YTLP based on current market sentiment? I'm thinking if it falls to 1.6 or lower, maybe I can start to buy back.

Why not Arreit since YTLP/YTL div is sux at the moment? YTLCRAP, i think I will only consider if it falls near to RM1. Else, I still view it as expensive

At the moment, I do not see any light in YTLP, reason I sold it also and I was in fact frustrated with the div slashed to 50%. Regarding property bubble, I think as long as the REIT is having a safe gearing, should be ok gua.

3. As much as I applauded the YES service provided.
There is no light (yet) for wireless BB across at least for near term.
Ability to balance the book and with little cash drain, is already a big achievement.
Chance to make profit? highly doubt so for near term or even a few year down the road.

Yes, gonna get some (first buy) at 1.64 tmr after missing it today..
Aiming for more if it goes down (hopefully no) as this is for long term

This time really burning the fingers liao...

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Added on May 9, 2012, 5:15 pmI never thought YTL stocks are performing so badly....

Why are you so bullish about this?

something good? 2016 only will start the mining...

let me add in something extra:

"Estonian state-owned energy giant Eesti Energia wants to complete the Jordanian oil shale consuming power station procurement and find investors before the end of the year 2012, LETA/Postimees Online reports.

After that, the share of Eesti Energia in the Jordanian project will decrease to around 10%, Eesti Energia finance director Margus Kaasik told the press on Monday.

Eesti Energia plans a 900 MW power station in Jordan. Last year Eesti Energia sold a 11% stake in the Jordanian project and included two investors. Currently Eesti Energia has a two thirds stake in the project. 30% of the project belongs to Malaysian company YTL Power International Berhad and 5% to Near East Investment.
"We read from papers that we take from home consumers and take to Jordan while actually it is vice versa: we reap the profits from the free market and invest it in Estonia," said Eesti Energia board chairman Sandor Liive."

Long term wise yes. U cun expect high dividend from ytlp at least for the next 5 years.

1. Wimax venture estimated 3 billion
2. One bestari net 1.5 billion
3. Jordan oil shale project another rm 6 billion.
4. Indonesia power plant bidding

Current cash hoard rm 8 billion

where is those news from ?

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Added on May 15, 2012, 12:30 pm

where is those news from ?

Yeah. I want to know also.

So EPF bought so many shares, is it a good sign ?

I bought it since the 90's... when that time they have a lot of cash ...

YTL POWER INTERNATIONAL BHD

By Affin Investment Bank

Buy (maintained)

Target price: RM2.45

WE continue to like this stock for its disciplined management stewardship, geographical diversity, sizeable war chest for opportunistic acquisitions and attractive valuation vis-vis historical average range.

Moving forward, we see the following emerging catalysts: concession-like contract win may propel the 60%-owned YTL Communica-tions into a growth stage and new plant-up cycle in Malaysia will provide growth opportunities for the group.

We maintain a “buy” with an unchanged target price of RM2.45, which implied 15 times calendar year 2012 earnings per share (EPS).

Growth opportunities, especially in the power sector, will likely be focused on.

The group's partnership with Marubeni could provide an avenue to grow generation capacity in Asia.

We believe the stock trades at a deep discount to its asset value. Based on current market capitalisation of RM13.2bil, we estimate the group's effective 4,556 MW power assets (in Singapore, Malaysia and Indonesia) is priced at 4.5 times its earnings before interest, tax, depreciation and amortisation.

Separately, recent meetings continue to depict a strong PowerSeraya entity with a generation market share of 27% in Singapore.

We see growth opportunities for the group to participate in Peninsular Malaysia's next 4,500 MW plant up-cycle.

There also may be room to extend the tenure of the group's 1,212 MW Paka and Pasir Gudang power plants.

Our channel checks suggested three sites have been allocated for new combined cycle gas power plants.

The sites allocated potentially for a three times 700 MW gas-fired power plant are Prai, Pasir Gudang and Connaught Bridge, Klang.

We see strong competition from YTL Power's peers and would not be too surprise if YTL Power does not emerge a winner in this first round as a 7% to 8% project internal rate of return is seen as less attractive compared with other merger and acquisition opportunities.

However, we do believe that YTL Power will vie for the Pasir Gudang tender given the possibilities of shared infrastructure with its existing power plant on site.

BUY rating from Hong Leong, target price 2.23...

YTL Corporation Bhd is rewarding its shareholders with treasury shares and it is selling its warrants in YTL Power International Bhd at a discount of 53%.

YTL Corp said on Tuesday the basis of the distribution was on the basis of one treasury share for every 15 YTL Corp shares. The book closure date for the share dividend is June 18. It also proposed to sell its YTL Power warrants to YTL Corp shareholders on the basis of one warrant for every 15 YTL Corp shares held, at an offer price of 20 sen per warrant.

It added the offer price was a discount of 53% to the five-day weighted average market price of 43 sen per warrant.

YTL Corp said the proposed offer for sale would be on a restricted renounceable basis to the shareholders on an entitlement date to be determined later.

Wimax. Latest quarter  shown it has already breakeven.



Mainly due to the secure of one bestari net project of 1.5 billion for thr period of 5 years

Which work out rm 75 million every quarter