volatile oil price is disadvantage for energy energy business.
YTL POWER INTERNATIONAL, VERSION 2
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 Apr 11 2011, 09:11 PM
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Junior Member
462 posts Joined: Feb 2007 
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Apr 20 2011, 09:04 PM
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Senior Member
3,944 posts Joined: Jul 2008 
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QUOTE(a6meister @ Apr 11 2011, 10:11 PM) volatile oil price is disadvantage for energy energy business. YTL POWER GENERATION (MALAYSIA) was not affected by oil price fluctuation.  POWER SERAYA YES. However, they do oil trading businesses. Some sort like hedging against oil surge. Wessex Water - NOT AFFECTED AS it is different entity QUOTE KUALA LUMPUR, April 4 | Sun Apr 3, 2011 8:32pm EDT KUALA LUMPUR, April 4 (Reuters) - Malaysia's YTL Power will bid for a $3 billion coal-fired power plant in Indonesia's Central Java in partnership with a consortium of Japanese companies, business daily Malaysian Reserve reported on Monday, citing unnamed sources. The report said the 20-80 partnership, with the Japanese partners holding the larger chunk, would likely submit tender documents within a month. Equity funding for the 2,000 megawatt plant was expected to be in the region of $500 million, the paper said. It did not disclose the identities of the Japanese participants. YTL Power presently owns a 35 percent stake in Indonesia's PT Jawa Power, which owns a 1,220 MW coal-fired power plant located East Java. It also owns PowerSeraya, a Singapore-based power generating firm. YTL Power was not immediately available for comment. (Reporting by Min Hun Fong; Editing by Dhara Ranasinghe) |
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Apr 20 2011, 09:08 PM
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Senior Member
3,944 posts Joined: Jul 2008
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QUOTE(harry1125 @ Mar 30 2011, 06:15 PM) my worry is about the expenses on expansion of yes, telco field need alot of money. For sharing, don't need to worry much on wimax venture so far as i know. Reasons below : Estimated wimax roll out - RM 2.5 BILLION YTLP will poured in RM 500M. The REMAINING RM 2 BILLION will be funded by vendors. YTLP will only pay back once wimax venture started to breakeven. |
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Apr 20 2011, 09:08 PM
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Senior Member
2,656 posts Joined: Nov 2004
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QUOTE(darkknight81 @ Apr 20 2011, 09:04 PM) YTL POWER GENERATION (MALAYSIA) was not affected by oil price fluctuation. Damn. Sometimes I was wondering why the management do not have the guts to bid the investment by itself instead of going into joint venture.POWER SERAYA YES. However, they do oil trading businesses. Some sort like hedging against oil surge. Wessex Water - NOT AFFECTED AS it is different entity Are they not competent enough to manage the investment? Recently YTL/YTL-P engaged a lot of joint venture investment. |
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Apr 20 2011, 09:22 PM
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Senior Member
3,944 posts Joined: Jul 2008
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QUOTE(keith_hjinhoh @ Apr 20 2011, 10:08 PM) Damn. Sometimes I was wondering why the management do not have the guts to bid the investment by itself instead of going into joint venture. Agree with you. Since it is a business with almost predictable income not unlike wimax. What for profit sharing. Are they not competent enough to manage the investment? Recently YTL/YTL-P engaged a lot of joint venture investment.  Maybe easier to get the bid? Or maybe risk factor due to political uncertainties there. Might as well don't go solo i presume  This post has been edited by darkknight81: Apr 20 2011, 09:23 PM |
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Apr 20 2011, 10:01 PM
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Senior Member
8,447 posts Joined: Nov 2005
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I will just wait this Q report + div only decide whether to "fong shou" or not. Seems like a whole lot laggard. Even some REITS are slowly catching up
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Apr 20 2011, 10:07 PM
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Senior Member
2,656 posts Joined: Nov 2004
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QUOTE(darkknight81 @ Apr 20 2011, 09:22 PM) Agree with you. Since it is a business with almost predictable income not unlike wimax. What for profit sharing. Yeah! It seems after Wessex water, they no longer have guts to take over companies in overseas venture. Maybe easier to get the bid? Or maybe risk factor due to political uncertainties there. Might as well don't go solo i presume As you can see from Jordan Investment, Indonesia Investment and their Australia Investment. Are they relying on their partner to manage the investment? Are they not having enough resources to manage on its own? Actually for Jordan, I'm still okay for Joint Venture, but Indonesia is throw stone away from M'sia! *Enough rants! Will continue to monitor this counter in future* |
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Apr 21 2011, 03:46 PM
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Senior Member
3,944 posts Joined: Jul 2008
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QUOTE(jasontoh @ Apr 20 2011, 11:01 PM) I will just wait this Q report + div only decide whether to "fong shou" or not. Seems like a whole lot laggard. Even some REITS are slowly catching up I sold all my holdings at RM 2.55. Bought back at RM 2.30. My AVERAGE BUYING PRICE since 2008 was only RM 1.80 BELOW. So for me still worth to hold and get dividend. If go up i will throw again.  |
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Apr 27 2011, 01:02 PM
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Senior Member
670 posts Joined: Sep 2006 From: Kuala Lumpur 
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My average price is RM 2.4x but now price drop til RM 2.2x already =(
This post has been edited by li_ping: Apr 27 2011, 01:02 PM |
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May 3 2011, 05:08 PM
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Senior Member
1,732 posts Joined: Mar 2009
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YTLPowr shareholdes. Let's rejoice. What is the outlook for the coming future, say 4 weeks ahead. To top up YTLPOwr now or just sit and wait?
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May 4 2011, 01:58 AM
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Senior Member
905 posts Joined: Sep 2010
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QUOTE(andrewckj @ May 3 2011, 05:08 PM) YTLPowr shareholdes. Let's rejoice. What is the outlook for the coming future, say 4 weeks ahead. To top up YTLPOwr now or just sit and wait? I bought at RM2.22...Hmm... Now waiting for it to go up... |
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May 4 2011, 04:28 PM
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Senior Member
2,429 posts Joined: Jul 2007
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QUOTE(t5t @ May 4 2011, 01:58 AM) I bought at RM2.22... eh i queue at 2.22 also tak dapat...how come?Hmm... Now waiting for it to go up... |
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May 4 2011, 05:44 PM
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Senior Member
1,732 posts Joined: Mar 2009
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QUOTE(jutamind @ May 4 2011, 04:28 PM) eh i queue at 2.22 also tak dapat...how come? Not today, he got it last Thursday/ Friday I think. |
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May 4 2011, 10:07 PM
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Senior Member
905 posts Joined: Sep 2010
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QUOTE(andrewckj @ May 4 2011, 05:44 PM) Not today, he got it last Thursday/ Friday I think. Yea... Last 2 weeks... Not this week... |
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May 4 2011, 10:49 PM
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Senior Member
3,944 posts Joined: Jul 2008
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QUOTE(t5t @ May 4 2011, 11:07 PM) Yea... Last 2 weeks... Not this week... Just FOR sharing with you guys. EPF is dumping YTLP. |
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May 4 2011, 11:35 PM
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Senior Member
905 posts Joined: Sep 2010
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QUOTE(darkknight81 @ May 4 2011, 10:49 PM) Just FOR sharing with you guys. EPF is dumping YTLP. I know... But hmm... I see it is "oversold" now... So, I just bought and leave it...Anyway, I can see quite huge support around RM2.22-2.24... And I presume EPF is only willing to dump at above RM2.23... |
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May 5 2011, 07:47 AM
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Senior Member
1,732 posts Joined: Mar 2009
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QUOTE(darkknight81 @ May 4 2011, 10:49 PM) Just FOR sharing with you guys. EPF is dumping YTLP. Looking at the price as of now, it is no surprise that it has be caused by EPF heavy dumping. |
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May 6 2011, 03:44 PM
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Senior Member
3,944 posts Joined: Jul 2008
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QUOTE(andrewckj @ May 5 2011, 08:47 AM) Looking at the price as of now, it is no surprise that it has be caused by EPF heavy dumping. By the way, i have bought 160,000 UNITS at RM 2.30 RECENTLY. |
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May 6 2011, 03:45 PM
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Senior Member
1,732 posts Joined: Mar 2009
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QUOTE(darkknight81 @ May 6 2011, 03:44 PM) By the way, i have bought 160,000 UNITS at RM 2.30 RECENTLY. Ya, I remembered that u mentioned before, after disposing off Alaqar Reit rite? |
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May 6 2011, 03:57 PM
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Senior Member
3,944 posts Joined: Jul 2008
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QUOTE(andrewckj @ May 6 2011, 04:45 PM) Ya, I remembered that u mentioned before, after disposing off Alaqar Reit rite? Sell off Arreit not alaqar. Still keeping some small portion of arreit. I have confidence in YTLP but at the same time just to remind you guys EPF is selling off YTLP. |
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