REITS are good in the sense they fulfill the universal acceptable level of long term investment return of 8% p.a consistently.

In other words, If you are long term term investors, basically REITS are able to fulfill these needs generally.

Most long term investors prefer long term consistent returns generally , of course there are always some exceptional ones.

This post has been edited by kchong: Jan 9 2011, 11:08 PM

My Friends can we just keep it to the topic.....
so that it will not waste our precious time and I am sure there are other ppl that like to know more on Careplus.. so post it in the Careplus topic....

YTLPOWR seems to have stabilized at current level. Historically speaking it is a good sign. Don't expect much from WiMAX for the time being, until picture is clearer.

Power Seraya could provide a major upward surprise for this counter. Some very good signs over there. Considering it is their largest investment to date, it could very well propel this counter upwards in the coming months.

Will start to slowly nibble a bit. But not much. Getting more and more difficult to analyse this stock. A few eggs in this basket, thats it.

This post has been edited by calmwater: Jan 13 2011, 09:58 PM

Was thinking of what to buy next. Maybe we should nibble some YTLP

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Added on January 26, 2011, 9:12 pmLooks like can wait.

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Added on February 22, 2011, 1:52 amQuarterly results coming!!

This post has been edited by calmwater: Feb 22 2011, 01:52 AM

sapu 2 lots and ready to wait good result

Take it easy. Markets everywhere shaking from rising price of oil, turmoil in middle east.

Quarterly results are out and a littlie lower than last quarter. Currently the p/e (about 18) looking rather high. Further downside risk. YES also no indication of much success. High cost involved. Stay on the sidelines not a bad idea.

As I have said before this counter is becoming more and more difficult to analyse. Lucky for YTLPOWER has not invested in JORDAN as yet. If investment had already gone in, today can cry.

This post has been edited by calmwater: Feb 25 2011, 05:19 AM

Slowly accumulate using my dividend from REITS

Luckily i sold off all my YTLPs during its bull run.

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Added on February 25, 2011, 11:13 amThis post has been edited by darkknight81: Feb 25 2011, 11:13 AM

My timing was not as good as yours, I sold out a little earlier, before the bull went crazy.

This post has been edited by calmwater: Feb 25 2011, 08:12 PM

YTL powers its way to success
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YTL's base-load combined cycle gas turbine power stations in Paka and Pasir Gudang are ranked among the most successful independent power projects in the world. YTL Power Services (YTLPS) is the company that manages the entire range of operations and maintenance of the two power stations, which together generate about 12 percent of the electricity consumed in the peninsula. YTL Power's success story has not gone unrecognized. It won the National Excellence Award for the Occupational Safety & Health in 2002. The company quality system was highly praised with merit recognition in the Industry Excellence Award for Quality Management in 2003. In the Prime Minister's Quality Award 2002, YTL Power services finished among the top contenders.
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New Straits Times, March 25, 2011

YTL's base-load combined cycle gas turbine power stations in Paka and Pasir Gudang are ranked among the most successful independent power projects in the world. YTL Power Services (YTLPS) is the company that manages the entire range of operations and maintenance of the two power stations, which together generate about 12 percent of the electricity consumed in the peninsula.

In early 1993, when the government awarded the generating license to build and operate the two power plants, YTL had little experience in operating or maintaining power plans. Its solution? It formed an alliance with the power plant supplier - Siemens, which began by recruiting expatriate engineers and other staff.

The company started recruiting and training Malaysian staff in April 1994. Over the years, the expatriated were gradually replaced after transferring their knowledge and experience to the Malaysian employees.

Today the management of the power stations is carried out by Malaysians, although Harald Burchardt, the first site project manager and the man behind this success story, is still in charge.

One measure of the company's success can be seen in the availability of the two power plants. Since 1994, the stations have never failed to deliver their contracted power quantity to TNB. Between 2001 and 2003, the power stations were asked to deliver additional power to the national grid.

In order to deliver these additional amounts, the plants needed to be able to generate power for more than 92 percent of the time. This was achieved without any major problems and plant availability during those three years averaged more than 95 per cent.

One of the reasons for the reliability of the power stations is the maintenance strategy that was adopted in 1995.

The reliability-centred maintenance (RCM) principles it adopted devise a maintenance strategy that is directed towards maintaining equipment only when it needs maintenance.

Three techniques are now used to check power plant equipment: vibration monitoring, thermography and oil monitoring. These methods can detect probable faults and failures before they occur, so that in most cases any repairs and remedial work can be planned well in advance, allowing timely preparation and avoiding equipment failures and emergency shutdowns.

Since its formation, the company has recognized that quality assurance is an integral part of proper management and vital to its success. The QA function was built in from beginning and one of the very first employees was the quality manager.

Throughout the build up and development of the country, procedures and systems were designed in parallel with the evolving quality system.

In 2000, they were the first company in Malaysia to have a quality system certified as complying with the newly revised quality standard, ISO 9001 2000. The company's system was certified only one day after the official release of the new international quality standard.

The high level of automation in modern power means that while its staff number is relatively low, personnel must be highly skilled and versatile. YTL Power Services employs around 180 people, but all are chosen with careful regard to their experience and qualifications. Even in a competitive employment market, there has been a very low rate of staff turnover.

YTL Power's success story has not gone unrecognized. It won the National Excellence Award for the Occupational Safety & Health in 2002. The company's quality system was highly praised with merit recognition in the Industry Excellence Award for Quality Management in 2003. In the Prime Minister's Quality Award 2002, YTL Power services finished among the top contenders.

The company has also been able to share its plant-condition monitoring knowledge with other companies in the YTL group, such as YTL's Bukit Sagu cement plant and electrical equipment on the ERL line between KLIA and KL Sentral.

Bought 110,000 YTLP SHARES BY SOLD OFF 300,000 of my arreit

^Wau, this share such a good buy? New here

Welcome back to YTLP bro darkknight. Why suddenly jump back to YTL? Thought you don't really like the risk exposure when YTLP ventured into Yes 4g and the oilshaling..

Bought another 40,000 units. 150,000 units now

Six sense told me i must enter now

152,000 units finally

Exit at RM 2.54 AVERAGE. Now buying back at around RM 2.29. Earned extra 10,000 units ytlp

This post has been edited by darkknight81: Mar 30 2011, 04:40 PM

Guys,

Research paper from cimb




Attached File(s)
 YTLP.pdf ( 381.28k ) Number of downloads: 114

my worry is about the expenses on expansion of yes, telco field need alot of money.

Malay Mail, April 6, 2011

By FATIN SHAZA DZULKIFLY

KUALA LUMPUR: When Apple Inc's Steve Jobs attempted to unveil the much-vaunted FaceTime video conferencing application on the iPhone 4 last year, he encountered some unexpected, if not embarrassing problems.

The failure of the application to run smoothly on the state-of-the-art smart phone meant that the demo, staged in front of an eager world media, was nothing short of disastrous, with a red-faced Jobs pinning the blame on WiFi connectivity issues.

YTL Communications Sdn Bhd's executive chairman Tan Sri Francis Yeoh however, believes that such a snafu is a thing of the past with the introduction of its Yes 4G mobile Internet with voice service, which lays claim to be the first in the world to deliver high-quality voice calls on a mobile broadband network.

"Yes 4G network is the first network in the world to make Steve Jobs' FaceTime dream come true. It gives FaceTime speed, clarity and mobility up to five times faster than a 3G network as it can carry more bandwidth and data," he told The Malay Mail in an exclusive interview recently.

Yeoh is understandably proud of this achievement as FaceTime is a key feature for the runaway global success of iPhone 4, straddling cellular voice and data network services for almost seamless videoconferencing sessions using mobile phones.

Yeoh said Malaysians can use the FaceTime application uninterrupted along the North-South Expressway on the Yes 4G network.

Since its launch in November, the fledgling network has successfully racked up more than 100,000 users. It is currently aiming its sights on the 400,000 student population in Malaysia, set to be its next target division.

Yeoh attributes the network's rapid success to the philosophy that the internet should be treated as a precious commodity, not a luxury. Offering pay-as-you-use at 9 sen for 3MB of data, one minute of calls or SMS, Yes offers the industry's lowest rates, up to nine times lower than current prepaid mobile Internet and voice packages.

"The language of the computer and the Internet is a powerful tool, if we can master this language. It's the language of languages.

"This is a 15-year dream and I want our people to enjoy this power and educate their children to move on ahead of the world."

Asked if the government understood the realm's potential, Yeoh replied: "Civil servants have families and children. I think they understand the power of mobile Internet.

"Politics is politics but I must say, Datuk Seri Najib Razak is a great Prime Minister, as he had said he wanted to engage bloggers and go live on Twitter. I haven't seen a Prime Minister this tech savvy. He tweets live and understands the power of the 4G network. He understands it in a way a leader should. If he understands it, I'm satisfied."

Asked about those who questioned YTL's ability to maintain a foothold in the telecommunications industry, Yeoh said he believes that YTL's past projects should be viewed as a testament to the company's ability to produce and sustain high-quality, high-end services. Yeoh cited the Express Rail Link (ERL) service as an example.

The high speed rail project, linking town centres to the KL International Airport, initially drew raised eyebrows due to its RM2.4 billion cost but has so far proved naysayers wrong. With 30 million passengers so far having utilised its services, its managing company achieved profit in 2003 after only a year in operations.

Following the inception of the Multimedia Super Corridor under the stewardship of former Prime Minister Tun Dr Mahathir Mohamad, Yeoh listed YTL e-Solutions and invested RM100 million in another technology firm. The company eventually matured into the business of Voice Over Internet Protocol. This later resulted in bringing down the price of IDD calls in Malaysia by 93 per cent.

To underline his seriousness in making the 4G network a success, Yeoh pulled no punches in making YTL the only company in the world to invest a substantial amount into the technology, which he said amounted to one sixth of the United States' budget on 4G.


Yeoh has since thrown down the gauntlet to existing players to do the same, if not better.

"I want to challenge existing players to spend money on 4G because then, mobile penetration in this country will increase and Malaysia will be the most advanced nation on this earth.

"I'd like the children of this country to enjoy being part of this."


Precious commodity at the right price

YTL Communications Sdn Bhd executive chairman Tan Sri Francis Yeoh perceives Internet access as a precious commodity, identical to water and electricity supply.

He felt no one should be denied the right to such a commodity at a fair price.

"The Yes 4G network offers Internet access at the inexpensive price of 9 sen per 3MB, the cheapest in the country," he said.

"Why should technology for the average guy be expensive? YTL sits on the abundance formula, where we give technology to the average man at a fair price and I prosper from that.

"I want the average man to sit on my train and prosper. I want them to use my 4G network cheaply. At YTL, we want to give this precious commodity to the people at the right price. This is about doing the right thing."

Apart from the absence of a contract or lock-in period for the Yes network, he said there was no expiry for the credits as well as up to 30 per cent rebate to subscribers who consume a high amount of data, with the rates going down to as low as two sen per MB or RM20 per GB.

At its launch last November, YTL Comms and Samsung introduced the first all-4G mobile phone, the Yes Buzz. Other Yes 4G devices include Yes Huddle (4G mobile router), Yes Go (4G USB dongle) and Yes Zoom (4G WiFi router).

Also launched were two Yes Valuepacks, priced at RM68 and RM150 a month, that offer 3.5GB and 10GB of data usage respectively. On top of mobile data, consumers get to make 250 minutes of voice calls and 250 text messages a month.

Recently, YTL Comms sold more than 7,000 units of its first two WiMAX-enabled handphones, Yes Buzz and Yes Zoom, priced at RM488 and RM399 respectively. These devices can be integrated seamlessly with other Yes 4G devices with a single Yes ID.

This post has been edited by darkknight81: Apr 10 2011, 01:33 PM

YTLP - MAYBANK IB (22 PAGES)


Attached File(s)
 YTLP___MAYBANK_IB.pdf ( 507.78k ) Number of downloads: 69