EPF have finally stopped disposing and have acquired about 200,000 shares at 2.07, hopefully won't continue to dispose again. EPF is behaving like a shark....

Sifu sifu, how did you check whom is buying..? Can OSK platform do that..?

Check Bursa website.

Any idea why share price falling? Is it because TNB lost 400M recently due to gas supply issue and they assume YTL will have same problem? That would be an interesting question, but even if its true, the Malaysian IPP is about 15% of YTL revenue, I think. If the gas issue does not effect YTL, then TNB certainly has a lot to answer to.

Large institutional buying/selling are also reported in The Star and NST Business Times (weekend) and also in The Edge Magazine.

Yeap, I got it alreay. Thx..

---

Added on July 29, 2011, 2:54 pmBig Shark (EPF) is dumping lots units..

25/07/2011 169,000
22/07/2011 700,000

+ sentiment from US...Is this Cheap Sales...

This post has been edited by lousai: Jul 29 2011, 02:54 PM

1.95...
3.75+1.88+1.88+1.88 ...
0.0939/1.95 = 4.8%


This post has been edited by GregPG01: Jul 29 2011, 05:00 PM

Oh, I think EPF dumped below 2 liao, but at least you made huge profits already. Wonder I should average down. Dividend seems not so attractive as yet.

i bought at RM 2.00 .... now at RM 1.95 ... (

Stay on target! Stay on target! Deathstar approaching...

enter 1.98 today..abit too early xD expected to drop again coming mon?

OMG, what is happening to YTL Power?

sweating. If look at historical chart, even long term holders since early 2009 is on the brink of losing money.

maybe it'll be 1.88 + 1.88 + 1.88 + 1.88 ... 0.0752/1.95 = 3.9%
The YTL people kept saying that the venture into Wimax will not affect the dividend payout. But now we know they were lying.

the selldown should be the "worry" over the upcoming power agreements review and speculation over reasons for cut in dividends. it's affecting the mothershare YTL also, i've never seen YTL valued so relatively cheaply in about 2 years.

but i think it should be a breeze through. Seraya's doing good, the singapore side is ok, wessex water turned out to be a good cash calf when the forex stabilised.

div yield, last financial year was 3.75 + 3.75 + 1.875 + 3.75 = 13.125 sen / 2.30 = about 5.7 %.

current 4-qtr trailing DY is 11.25 sen (3.75 + 3.75+ 1.875 + 1.875) / current price 1.95 = 5.7% . (what a surprise! )

for it to trade at 5.5% valuations, assuming next quarter another payout of 1.875 sen, total for year will be 9.375 sen. 9.375/0.055 = RM1.70 valuation based on dividend yield premium of 5.5%. if it were to pay 3.75 sen instead of 1.875 sen, then full year valuations will maintain at 1.95 based on 11.25 sen (instead of 9.375 sen) - and a dividend premium of 5.7%





that's my opinion..

This post has been edited by teehk_tee: Jul 30 2011, 10:24 AM

Rm1.70 is no good.

hehe , 1.88 x 4 is no give face but good to take it as worst case scenario .

nah i wont touch it . at least till IPP review and GE is over.

sounds bleak yeah.. but i leave the judgement to everyone.
PER at 1.70 will be 10.2 vs current PE around 11.2

and expected full-year ROE if im not mistaken, if we use EPS growth of 10.8% and extrapolate the current 3Q results and set it at 1343mil / 8157mil = a respectable 16.5% in my books.

regardless, i'll wait for the power agreements to pass before i decide, since it's quite a 'hot' issue.

This post has been edited by teehk_tee: Jul 30 2011, 11:01 AM

I believe the margin from IPPs will be less profitable going forward. BN will cave in to public pressure. If Pakatan wins, then the IPPs can kiss goodbye.

If YTLPower keep dropping like nobody business.. Might get replaced by BumiArmada in the KLCI later.. Lolz