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 YTL POWER INTERNATIONAL, VERSION 2

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echoesian
post May 15 2012, 06:26 PM

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How do you guys actually track who buys how many shares?
jasontoh
post May 15 2012, 08:11 PM

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QUOTE(echoesian @ May 15 2012, 06:26 PM)
How do you guys actually track who buys how many shares?
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Yeah. I want to know also.
TSdarkknight81
post May 15 2012, 10:55 PM

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http://www.theedgemalaysia.com/in-the-fina...-ytl-power.html




Attached File(s)
Attached File  Projek_Lekas_20110920_MIB_1006.pdf ( 118.39k ) Number of downloads: 67
TSdarkknight81
post May 15 2012, 10:56 PM

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QUOTE(jasontoh @ May 15 2012, 09:11 PM)
Yeah. I want to know also.
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Brother,

go to your internet trading account right click the counter and go to news.
echoesian
post May 15 2012, 10:59 PM

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So EPF bought so many shares, is it a good sign ?
TSdarkknight81
post May 15 2012, 11:08 PM

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QUOTE(echoesian @ May 15 2012, 11:59 PM)
So EPF bought so many shares, is it a good sign ?
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IF i say no.....

First of all why did you enter YTLP??


echoesian
post May 15 2012, 11:16 PM

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QUOTE(darkknight81 @ May 15 2012, 11:08 PM)
IF i say no.....

First of all why did you enter YTLP??
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I bought it since the 90's... when that time they have a lot of cash ...
sbsoo111
post May 15 2012, 11:19 PM

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QUOTE(echoesian @ May 15 2012, 11:16 PM)
I bought it since the 90's... when that time they have a lot of cash ...
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Do you bought and hold since 90's?

TSdarkknight81
post May 15 2012, 11:21 PM

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QUOTE(echoesian @ May 16 2012, 12:16 AM)
I bought it since the 90's... when that time they have a lot of cash ...
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Now they also got a lot of cash 8.6+ million. tongue.gif

What different from last time was after Power SERAYA they even venture to Jordan Oil Shale, Wimax, One Bestari Net, Malaysia Power Plant Bid,
Indonesia Power Plant bidding with Marubeni. My view is a bit too aggresive .....

Successful or not ?? No comment......

My question is do they have so much cash?? One thing for sure.... Dividend trimmed .....
echoesian
post May 15 2012, 11:27 PM

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QUOTE(darkknight81 @ May 15 2012, 11:21 PM)
Now they also got a lot of cash 8.6+ million.  tongue.gif

What different from last time was after Power SERAYA they even venture to Jordan Oil Shale, Wimax, One Bestari Net, Malaysia Power Plant Bid,
Indonesia Power Plant bidding with Marubeni. My view is a bit too aggresive .....

Successful or not ?? No comment......

My question is do they have so much cash?? One thing for sure.... Dividend trimmed .....
*
At that time, they still have not ventured into Wimax and One Bestari Net yet... but their performance was very good and giving quite decent dividends...
TSdarkknight81
post May 15 2012, 11:27 PM

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QUOTE
YTL POWER INTERNATIONAL BHD

By Affin Investment Bank

Buy (maintained)

Target price: RM2.45

WE continue to like this stock for its disciplined management stewardship, geographical diversity, sizeable war chest for opportunistic acquisitions and attractive valuation vis-vis historical average range.

Moving forward, we see the following emerging catalysts: concession-like contract win may propel the 60%-owned YTL Communica-tions into a growth stage and new plant-up cycle in Malaysia will provide growth opportunities for the group.

We maintain a “buy” with an unchanged target price of RM2.45, which implied 15 times calendar year 2012 earnings per share (EPS).

Growth opportunities, especially in the power sector, will likely be focused on.

The group's partnership with Marubeni could provide an avenue to grow generation capacity in Asia.

We believe the stock trades at a deep discount to its asset value. Based on current market capitalisation of RM13.2bil, we estimate the group's effective 4,556 MW power assets (in Singapore, Malaysia and Indonesia) is priced at 4.5 times its earnings before interest, tax, depreciation and amortisation.

Separately, recent meetings continue to depict a strong PowerSeraya entity with a generation market share of 27% in Singapore.

We see growth opportunities for the group to participate in Peninsular Malaysia's next 4,500 MW plant up-cycle.

There also may be room to extend the tenure of the group's 1,212 MW Paka and Pasir Gudang power plants.

Our channel checks suggested three sites have been allocated for new combined cycle gas power plants.

The sites allocated potentially for a three times 700 MW gas-fired power plant are Prai, Pasir Gudang and Connaught Bridge, Klang.

We see strong competition from YTL Power's peers and would not be too surprise if YTL Power does not emerge a winner in this first round as a 7% to 8% project internal rate of return is seen as less attractive compared with other merger and acquisition opportunities.

However, we do believe that YTL Power will vie for the Pasir Gudang tender given the possibilities of shared infrastructure with its existing power plant on site.
Good night
sbsoo111
post May 15 2012, 11:31 PM

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QUOTE(darkknight81 @ May 15 2012, 11:21 PM)
Now they also got a lot of cash 8.6+ million.  tongue.gif

What different from last time was after Power SERAYA they even venture to Jordan Oil Shale, Wimax, One Bestari Net, Malaysia Power Plant Bid,
Indonesia Power Plant bidding with Marubeni. My view is a bit too aggresive .....

Successful or not ?? No comment......

My question is do they have so much cash?? One thing for sure.... Dividend trimmed .....
*
They got cash for 8bil, but 15bil debts

All cash being used to buy their father, only today they spend RM40mil to buy back YTL
lkk
post May 16 2012, 08:49 AM

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If you believe in EPF, buy YTLP or else follow Francis Yeoh on YTL Corp. since they are exchanging shares with each other.

For me, I will not consider them until at least after the GE.


GregPG01
post May 16 2012, 09:04 AM

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seems like a lot of fear in this counter ahead of the new IPP agreements.
armadasaxon
post May 16 2012, 03:07 PM

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my friend told me:
YTL POWER INTERNATIONAL BHD

By Affin Investment Bank
Buy (maintained)
Target price: RM2.45

These ppl that target the price did not include,greece,china,europe,general election problem..so the target cannot be trusted 1. smile.gif
sbsoo111
post May 18 2012, 03:48 PM

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those like to see who aquired, who disposed, did you all saw these in the bursa news?

"Circumstances by reason of which change has occurred:
Disposed of Warrants by YTL Corporation Berhad"

the disposer actually by the YTL corp, and the disposer only happend for ytlp warrant, not the ytlpowr parent share. what you all so scare about?

if you check the ytl and ytlpowr cash in their balance sheet, YTL have 12b, YTLP only 8b.
I think this time the aquire new asset will be YTL. you will expect YTL going to look for capital, warrant, new share, etc methods to collect capital will happend. and i think YTL will drop kao kao that time. 

just my tought. 
kilrathi
post May 18 2012, 07:57 PM

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Just read in STAR, YTLP-WB was transacted @ 24.5 cents @ 50million units, off market!!! God bless YTLPOWER ... i think monday gap down ..1.29 ?
sbsoo111
post May 19 2012, 12:19 AM

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QUOTE(kilrathi @ May 18 2012, 07:57 PM)
Just read in STAR, YTLP-WB was transacted @ 24.5 cents @ 50million units, off market!!!  God bless YTLPOWER ... i think monday gap down ..1.29 ?
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how you get 1.29? i think this is a good sign, at least we can guess the parent share bottom is around rm1.46, 8 sens different from now. today epf buy ytlp parent share again. if ytlp really that bad, why people still want to buy rm120mil on their warrant? somemore epf buy in ytlp RM2.8mil on 15 May, but sell off YTL RM3mil on the same day. today ytl in the top 20 most active counter.

i think ytl going to have a shock announcement, which i sense bad.


river.sand
post May 23 2012, 09:15 AM

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BUY rating from Hong Leong, target price 2.23...



Attached File(s)
Attached File  HLIB___YTLP_2012_05_23.pdf ( 195.36k ) Number of downloads: 65
TSdarkknight81
post May 23 2012, 01:33 PM

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QUOTE(river.sand @ May 23 2012, 10:15 AM)
BUY rating from Hong Leong, target price 2.23...
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Thanks bro

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