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 YTL POWER INTERNATIONAL, VERSION 2

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TSdarkknight81
post Jan 21 2010, 05:06 PM

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I always got contact with ytl power personnel on dividend issue and other questions.... Mana ada email end with gmail one sweat.gif

I am afraid that he want to get our details and do something on it.....

This post has been edited by darkknight81: Jan 21 2010, 05:13 PM
TSdarkknight81
post Jan 22 2010, 07:56 AM

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QUOTE(ytlanalyst @ Jan 22 2010, 01:01 AM)
I am seriously looking for someone to work in YTL Power... i didnt ask anyone to disclose any information, but you will meet me during the interview. Do you see any advertisement of YTL Power hiring? You won't, except for Ymax.

I am doing the interview at YTL Plaza, 7th floor, YTLPI head office. So does it give you any confidence now?
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Too bad i am from east malaysia if not i might go to try my luck tongue.gif
TSdarkknight81
post Jan 23 2010, 07:35 AM

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QUOTE(BrendaChee @ Jan 22 2010, 07:45 PM)
received my dividend today, very happy. Might top up more for the next dividend.....
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Which one the 3.75% or 7.5% one?
I am waiting for the 7.5% currently. Anyone here received pls tell me so that i can check with pos office at KUCHING notworthy.gif

KUCHING pos office like SH*T everytime i have to collect the cheque from them....they are very slow vmad.gif

This post has been edited by darkknight81: Jan 23 2010, 07:53 AM
TSdarkknight81
post Jan 23 2010, 11:36 AM

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QUOTE(syk @ Jan 23 2010, 12:31 PM)
Is dividend no 20, 7.5% one.
I also received in 23 Jan, just bank in today.
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Wah so fast mer.....
TSdarkknight81
post Jan 25 2010, 08:08 AM

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QUOTE(BrendaChee @ Jan 23 2010, 11:27 PM)
Actually i am living in KL. Even the maxis one also very fast, just one day after the payment date.
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Haizz... mine one always delay by few weeks punya sweat.gif


http://www.ytlpowerinternational.com/media...re&newsID=51166


Added on January 25, 2010, 12:18 pm
QUOTE(ante5k @ Jan 23 2010, 07:26 PM)
i got mine in the mail also today.
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Since when you enter ytlp? What i know is you are reits kaki tongue.gif What is your ABP?

This post has been edited by darkknight81: Jan 25 2010, 12:18 PM
TSdarkknight81
post Jan 26 2010, 08:06 AM

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QUOTE(protonw @ Jan 25 2010, 11:53 PM)
Because the cheque got to take a long long way before it can reach you, so you have to be patient. icon_rolleyes.gif
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yawn.gif
TSdarkknight81
post Jan 27 2010, 08:26 AM

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The bloody pos man asked me to meet him this morning after 10 am to collect some of my mail as yesterday he is too "BUSY" shakehead.gif

I always collect my ytl power cheque by myself if wait for the pos man don know bila... I want to change my mailing address to my new home next week to try other pos man

This post has been edited by darkknight81: Jan 27 2010, 08:38 AM
TSdarkknight81
post Jan 27 2010, 10:30 AM

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QUOTE(jasontoh @ Jan 27 2010, 10:24 AM)
I can PM you my address, then I can help receive the cheque  on your behalf
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then you send to me via post laju next time ? Still not yet reached kuching la doh.gif Its the statement from hwang dbs that i bought my tradewinds pulak....

This post has been edited by darkknight81: Jan 27 2010, 10:31 AM
TSdarkknight81
post Jan 28 2010, 08:02 AM

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QUOTE(protonw @ Jan 27 2010, 11:57 PM)
You can just ask Jason to bank it here and no need to post you to Kuching and have to pay outstation charges....
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Good idea !!! notworthy.gif Jason agree kah? I trust you can do a good job tongue.gif

But cannot lar...that means he know all my particulars liaw sweat.gif and what more to say all my hwang dbs statement will be sent to him every months doh.gif

This post has been edited by darkknight81: Jan 28 2010, 08:03 AM
TSdarkknight81
post Jan 28 2010, 09:28 AM

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QUOTE(jasontoh @ Jan 28 2010, 09:54 AM)
I have no problem with that? It's ok to see the statement also ma, can see what stocks you buy, so follow you
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Haha i am sure you will not follow my stock picks as i mostly picked old man stocks laugh.gif
TSdarkknight81
post Jan 28 2010, 04:40 PM

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QUOTE(jasonkwk @ Jan 28 2010, 03:36 PM)
according to Klse tracker, the Debt to equity ratio of YTLpower is 4.68, the highest I seen so far in my research, wonder why so high.
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From their bonds and other borrowings. One thing we must make sure is ytlp is its ability to pay back their bonds on time to maintain their good ratings for their bonds else if their bonds being downgrade then they will perish due to interest hike of lower rating bonds.

This post has been edited by darkknight81: Jan 28 2010, 04:41 PM
TSdarkknight81
post Jan 29 2010, 09:14 AM

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QUOTE(protonw @ Jan 28 2010, 11:53 PM)
Another way is use nominee account where the bank will charge you rm2.50 per dividend cheque and you will have the money in your account within 2-3 wording days after payment date.

But be reminded if you get share dividend/bonus/split.... nominee account will be days later doh.gif .  Good thing is when you want convert/subscribe/take up rights, just call or e-mail to them and with small charges, you can have it done at your comfort home.  thumbup.gif
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Sounds not bad. Thanks protonw
TSdarkknight81
post Jan 29 2010, 12:25 PM

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For the previous discussion on the debt to equity ratio i mentioned on the depreciation of the asset from the equipments. If we look it the other way round it is one way to reduce tax for the company. For your information, depreciation required write off as expenses.

When a company spends money for a service or anything else that is short-lived, this expenditure is usually immediately tax deductible in some countries, and the company enjoys an immediate tax benefit.

To be eligible for depreciation, an asset must have two features:

1. it has a useful life beyond the taxable year (essentially why it was capitalized in the first place), and
2. it wears out, decays, declines in value due to natural causes, or is subject to exhaustion or obsolescence.

Therefore, when a company buys an asset that will last longer than one year, like a computer, car, or building, the company cannot immediately deduct the cost and enjoy an immediate large tax benefit. However, i believe most of the engineering parts for power plants need replacement within 1 year time hence they can enjoy tax benefits via this way.

YTLPOWER is expert in playing cash flow game.

Correct me if wrong.
TSdarkknight81
post Jan 29 2010, 12:56 PM

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QUOTE(protonw @ Jan 29 2010, 01:43 PM)
Mayban nominee only use nominee account, no way to transfer and they charge rm20 for each counter you transfer out.

If you want to stick with Maybank for whatever reasons, than can check with Maybank Investment Bank. I was told they charge standard rate or higher.

Others that offers CDS account are all broking firms like OSK, TA, Jupiter....

Sorry OT at YTL P.... blush.gif

My YTLP still in green, Darkknight still has not much change in your portfolio I am sure.  But mine down few thousand everyday except yesterday... vmad.gif  Ytlp is 10% of my total portfolio only....
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My average buying price for YTLP is below 2.05 so is still very green for me tongue.gif the other counter i hold into is TWS which i bought at RM 2.79. Plan to top up some more of TWS SOON.
TSdarkknight81
post Jan 29 2010, 01:59 PM

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QUOTE(protonw @ Jan 29 2010, 02:47 PM)
EPS manyak cantik thumbup.gif I should look into this counter as well... Just wondering its forward PE... this weekend must do some home work... hmm.gif

My unrealised ytlp was shrinking.... yawn.gif
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EPS increase mainly contributed by CPO when it was trading at RM 4,000 and above. However i am pretty sure 2009 and 2010 EPS will go down quite a lot due to the CPO price and stock pile issues...thats the reason why its price has been hammered down from RM 5.60 until RM 2.75 ....

This counter i am looking for the next few years don expect it to surge like glove counters wink.gif

I will post my research on TWS on its topic after i have done my research during weekends hope that my baby boy don cry a lot if not tak ada masa liaw laugh.gif

My stock pick even though boring but can guarantee won get heart attack tongue.gif

This post has been edited by darkknight81: Jan 29 2010, 02:01 PM
TSdarkknight81
post Jan 29 2010, 04:04 PM

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QUOTE(protonw @ Jan 29 2010, 04:25 PM)
KK, I will support your coming new thread and  will join in as well.  Will wait for better entry point... thumbup.gif

Do yo also look at Paramon?  Quite good dividend records and also good eps...
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Yup interested in PARAMON but i have my own rules... Never touch properties development / construction , technology counters ...My own pantang biggrin.gif
TSdarkknight81
post Jan 30 2010, 08:19 AM

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QUOTE(protonw @ Jan 29 2010, 11:18 PM)
Yup, is a property development company.  I think I will give it a skip too because I have enough of Gamuda and HSL.
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Sorry OT A bit. Proton last nite glance through my stock performance guide on TWS again and i think can buy some for speculate on CPO uptrend. But the company overall growth for the past ten years was not so convincing. So decided to hold some for speculation only. Whereas i think KPJ has a great potential instead.

This post has been edited by darkknight81: Jan 30 2010, 08:20 AM
TSdarkknight81
post Jan 30 2010, 01:19 PM

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QUOTE(simonmada @ Jan 30 2010, 02:13 PM)
I bought YTLpowr @2.19 for dividend play...Hope I can be a major shareholder like darkknnight one day, but don't know when.... :S
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For your information this counter move very slow or you can even said it does not move most of the time. So if you expect high return then this counter might not suit you.

rclxub.gif Since when i become major shareholders ?

This post has been edited by darkknight81: Jan 30 2010, 01:27 PM
TSdarkknight81
post Feb 3 2010, 05:17 PM

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QUOTE(jasonkwk @ Feb 3 2010, 06:15 PM)
just asking no need to be right or wrong,

can YTLP be like GENTING or PBBANK, buy 100 lot now and keep for 30 years and become millionaire later.
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I can assure you is NO. wink.gif First of all we must understand the nature of business they are doing. YTLP as i have mentioned earlier is highly regulated. I would treat it as something better than FD only unless they bought up few more assets at cheap bargain like Wessex water which i think is quite impossible. Power Seraya will not bring much growth to YTLP compare with WW.

YTLPOWER must make sure they use their RM 9 BILLION cash wisely for next acquisition as it will determine its future growth very much.

This post has been edited by darkknight81: Feb 3 2010, 05:27 PM
TSdarkknight81
post Feb 4 2010, 08:13 AM

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QUOTE(jasontoh @ Feb 3 2010, 10:41 PM)
Grow 5x in 30 years? Include dividend or not? I would say it is not impossible, but quite tough.
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100lots he is referring to 100,000shares or 10,000 shares ?

If 100,000 shares i can quite confirmed we can be a millionaire by that time including dividends collected. If 10,000 i will say hard lol.

Growth is there but look at this few years growth for ytlpower is really slow i can say. Unless there are few more enron case like 2002 which they
can acquire cheap asset.

But if you really observe YTLP past performance you can see that current EPS has gained more than 100% after 2002. EPS before 2002 is around 8 cents only, but after acquisition of Wessex water its earning per share has been growing to around 20 cents Year to date. If this trends continue of course the growth rate is high. But so far i can say the acquisition of power seraya will not bring in such growth rate to the company compare with WW.

I am afraid we might not see that type of growth rate in future for YTLP anymore as the ENRON case is really rare and if similar opportunity happen again we also not sure YTLP manage to grab it or not sad.gif .

One more thing is during 2002 YTLPOWER is quite small size compare to now with market capitalization of around 12 billion. So any new acquisition will not be so significant compare to 2002.

In conclusion, YTLP is definitely worth to be keep for dividend and potential growth. But we cannot solely depends on HIM.

Correct me if i am wrong notworthy.gif

This post has been edited by darkknight81: Feb 4 2010, 08:23 AM

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