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YTL POWER INTERNATIONAL, VERSION 2
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skiddtrader
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Mar 18 2010, 07:19 AM
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QUOTE(kamemada @ Mar 18 2010, 06:16 AM) Does it still advisable to buy this stock? Am still looking for the right stock as my first trade.  For very long term + stable dividends, YTLPOWER still buyable especially after some reduction of share price after the recent dividend ex-date. I suggest you read up more about the business though before buying. Can't really suggest a stock to you unless we know your risk level and expected return. Good luck on your first purchase, and PM panasonic88 when you buy, she is always interested in "virgin" stock buyers. haha
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skiddtrader
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Mar 18 2010, 03:28 PM
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QUOTE(ooyah98 @ Mar 18 2010, 09:52 AM) The price plunged from 10sen from 2.28 to 2.18 on 12-Mar. Is it due to the warrant exercise announced on the same day? thanks. LISTING'S CIRCULAR NO. L/Q : 56311 OF 2010Kindly be advised that the abovementioned Companys additional 11,934,201 newordinary shares of RM0.50 each arising from the aforesaid Exercise will begranted listing and quotation with effect from 9.00 a.m., Monday, 15 March2010. I am thinking to top-up some for long term keeping. Nah small amount of warrant exercise normally don't shake the share much. YTLPOWER shares normally go through a cycle of ups and downs according to EPF dumping and buying activities. If there is no reason it is up, most likely later it will come down. It's quite straightforward for this counter. In my opinion anyway.
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skiddtrader
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Apr 5 2010, 05:21 PM
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QUOTE(darkknight81 @ Apr 5 2010, 12:28 PM) ANYONE receive their dividend cheque ? Already banked in.
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skiddtrader
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Apr 11 2010, 03:40 PM
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QUOTE(simplesmile @ Apr 11 2010, 01:50 PM) I've saved up some money over the last few months. I'd like to buy some YTLP instead of putting into FD. What's a good price to enter? I read the "Announcement" and see alot of conversion from dunno what to mother shares. So... any estimate of the fair value per share now? Sorry, I've been out of the stock market forum for 3 months now. A bit lose touch with the news around here. Simplesmile, glad to see you are active again. Prices are still within the range of RM2.20 so I believe that is where the steady side is. Recently very strong buying interest have kept it slightly above RM2.23 but as many buyers there are also sellers. Make me kind of feel like they are the same people just trying to generate interest. I would recommend anything below RM2.20 for a small margin of safety. Personally as long as you intend to hold it more than 5 years, small differences of 10 sens isn't significant. Next dividend expected in June after the quarterly results in May.
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skiddtrader
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Apr 11 2010, 04:18 PM
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QUOTE(simplesmile @ Apr 11 2010, 03:54 PM) Thanks for the insights. At the same time, I've read that the Ringgit has been appreciating strongly against the GBP and also the SGD in recent weeks. Perhaps this will have a negative impact on the stock price? Yes this might affect the translated profits of their foreign operations which might affect the dividend payments of YTLPOWER if it is prolonged. Although their foreign operations might be reporting the same results in their respective currencies as last year, due to currency translation we'll be getting a lousier report here.
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skiddtrader
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Apr 13 2010, 11:21 AM
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Actually for GBP and SGD to be lower is a good thing for YTLPOWER if you look at other side of the coin, since their loans and repayments will also be translated to a lower amount.
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skiddtrader
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Apr 14 2010, 12:08 PM
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Singapore re-values currency after better than expected GDP growth. Link
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skiddtrader
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Apr 20 2010, 09:03 AM
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QUOTE(ngwei2402 @ Apr 20 2010, 02:16 AM) ytlp par value is RM0.50;dividend is 7.5% so 7.5%xRM0.50=RM0.0375 each unit RM0.0375x5000=RM187.50 then need minus a charge by bank, usually RM2-5 Hmmm I never was charged any cheque clearing fees before. I think only nominee accounts get charged that RM2-5 for dividend cheques.
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skiddtrader
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Apr 20 2010, 05:38 PM
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QUOTE(darkknight81 @ Apr 20 2010, 05:23 PM) You meant E-DIVIDEND RIGHT? i ALREADY submitted my bank account statement. I don think there will be any extra charges incurred. Currently registration for E-dividends is free at least for another year. Companies are required to disbursed dividends by e-dividends whenever any of their shareholders registered for it.
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skiddtrader
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May 3 2010, 09:51 AM
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Haha very interesting article in The Edge Malaysia. Something about YTL at the end of the article. Greek Problem
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skiddtrader
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May 10 2010, 03:31 PM
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WiMax news like everytime hear but no sign of it also.
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skiddtrader
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May 10 2010, 03:52 PM
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QUOTE(darkknight81 @ May 10 2010, 03:39 PM) I am immuned to WIMAX news already  Tak ada rasa pun In Hokkien is "Baa already".
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skiddtrader
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May 11 2010, 11:36 PM
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QUOTE(Oracles99 @ May 11 2010, 10:34 PM) YTL runs a power station in Zimbabwe and now Robert Mugabe is around 86 years old. Don't know what will happen when this dictator dies. Will YTL's power station suffers the same fate of some Malaysian companies which lost their pants in the latest land grab in this lawless country? This is news to me. I am not aware YTLPOWER has any holdings in Zimbabwe. Are we talking about the same YTL here? Ahh I found the news item. here.. But this deal was in the 90s leh during Tun Mahathir's era and the deal did not materialise. So don't worry about Mugabe dying because no effect on YTLPOWER. This post has been edited by skiddtrader: May 11 2010, 11:45 PM
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skiddtrader
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May 12 2010, 09:36 AM
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QUOTE(darkknight81 @ May 12 2010, 09:22 AM) I do worry on the falling pound.  I did mention it since last year. But since YTLPOWER have diversified into different regions so the impact is still not so catastrophic yet but i tell you it really worries me of course. But so far i still cannot find any investment to TOTALLY replace YTLPOWER yet.... The only thing i can do so far is stop invest into YTLPOWER since last year end. I don know how about Skid, do you selll off all your YTLPOWER? i DON THINK so  Haha no I have not plan to sell it. So far it's still profitable and working as intended.
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skiddtrader
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May 17 2010, 08:53 AM
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QUOTE(leiwulong90 @ May 17 2010, 01:02 AM) What's YTL power's dividend yield based on it last price of RM 2.21? Based on current price of RM2.21 and the trend of the interim dividends. DY is expected to be around 6.7%.
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skiddtrader
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Jun 14 2010, 08:12 PM
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I think both opinions are valid from both points of view.
Been holding YTLPOWER for more than 2 years already. It's like a buy and forget type of stock, won't give heart attack one no matter the market condition unless directly affecting their bottomline. Since it's like a rock, can't expect any significant capital returns which turns off a lot of investors. So the decision to buy really depends on the portfolio of each individual investor.
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skiddtrader
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Jun 19 2010, 10:10 PM
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Hmmm I'm thinking whether its possible for GBP to be high as well as SGD to be high at the same time against the MYR?
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skiddtrader
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Jun 28 2010, 12:47 PM
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QUOTE(simplesmile @ Jun 26 2010, 04:23 PM) "Overhang or concerns from Wimax. YTLP plans to invest M$2.5B in Wimax over the next 3-5 years. Of this, M$500MM will be equity funded from its gross cash of M$7B. The remaining M$2B will be debt funded where suppliers (Samsung, Cisco) will only be paid after 1MM subscribers are achieved, with full repayment based on 14MM subscribers. In view of this, management indicated that dividends will not be at risk unless the group makes new acquisitions." So YTLP is taking a stake in which company? How much equity is 500mil? 20%? 50%? What are the terms of the 2billion debt? 6% interest per annum? YTLPOWER's WiMax operations almost no news about the details. This report is the first I've seen that discusses the capital requirements and how their suppliers are going to be paid. Their quarterly reports has no indication of any new loans for WiMax roll-out, nor any news of capital expenditure for the operation. I don't know how they convince the suppliers that they will only be paid once they achieve 1 mil or more customers. It's like saying if the venture fails, they all don't get paid?
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skiddtrader
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Jun 30 2010, 08:16 PM
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QUOTE(darkknight81 @ Jun 30 2010, 05:29 PM) Are you sure YTLPOWER went 1:1 bonus issue? How come i didn't see it in stock performance guide book? Sorry what i meant is NET ASSET PER SHARE VALUE of ytlpower. Latest Net asset per share of ytlpower was only RM 1.04. When i refer to 2002 Net asset value it was more than RM 2.XX Darkknight, cheeroy is half right. YTLPOWER went through a share split on 28/06/2004, splitting their RM1 par to RM0.50 shares.
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skiddtrader
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Aug 3 2010, 12:36 PM
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QUOTE(darkknight81 @ Aug 3 2010, 12:10 PM) CIMB PAPER - POWER SECTOR OUTLOOK Thanks for sharing Dark.
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