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 YTL POWER INTERNATIONAL, VERSION 2

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TSdarkknight81
post Dec 29 2009, 07:41 AM, updated 10y ago

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New version new hope thumbup.gif
ngwei2402
post Dec 29 2009, 10:48 AM

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New Year New Topic New Hope
but Old Man Stock~~~
^^
jasontoh
post Dec 29 2009, 08:39 PM

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Signing in and hoping for new acquisition by YTLP
simplesmile
post Dec 29 2009, 09:21 PM

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Got my cheque today! thumbup.gif
jasontoh
post Dec 29 2009, 09:33 PM

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QUOTE(simplesmile @ Dec 29 2009, 09:21 PM)
Got my cheque today!  thumbup.gif
*
What div is this? YTLP?
rayloo
post Dec 29 2009, 10:03 PM

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Cheque already bank in. biggrin.gif
simplesmile
post Dec 29 2009, 11:35 PM

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QUOTE(jasontoh @ Dec 29 2009, 09:33 PM)
What div is this? YTLP?
*
Of course nod.gif
tan1818
post Dec 30 2009, 01:27 AM

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I thought ex-date is 4th Jan 2010?
jasontoh
post Dec 30 2009, 08:28 AM

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QUOTE(tan1818 @ Dec 30 2009, 01:27 AM)
I thought ex-date is 4th Jan 2010?
*
If I'm not wrong, early Dec was the ex-date for the last Q div.
andrewckj
post Dec 30 2009, 12:55 PM

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Price surging up. regretted didn't add bit more at 2.19..zz
cantdecide
post Dec 30 2009, 01:32 PM

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What cheque is that? I dont seem to recall receiving any dividend from YTLP lately. Did i miss any exercise/news?
ngwei2402
post Dec 30 2009, 03:03 PM

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that one is christmas present from uncle yeoh
8dec ex-date, 24dec payment date

then coming one is new year angpao,
4jan ex-date, 21jan payment date


anyway,
wb 0.985 liao
OMG~~~
poker
post Dec 30 2009, 04:34 PM

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I have not received anything yet. most probably by next week since there wil be some delay because I am using maybank2u
TSdarkknight81
post Dec 30 2009, 04:57 PM

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QUOTE(poker @ Dec 30 2009, 05:34 PM)
I have not received anything yet. most probably by next week since there wil  be some delay because I am using maybank2u
*
Dividend is distribute by the company not your brokerage house. So nothing to do with it. I also did not receive yet. Be patient
ngwei2402
post Dec 31 2009, 10:38 AM

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usually nominee account will b deposited one week after the payment date~

but i'm not reli that patient now

y everytime when i got money on hand, then the price will go up?

when i poor, then move flat....

lolz
skiddtrader
post Dec 31 2009, 11:30 AM

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Checking in!

New year new hope.
ngwei2402
post Dec 31 2009, 02:20 PM

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no new hope~
i have the same hope ,
to get the freedom of financial and personal~~
^^Y
TSdarkknight81
post Dec 31 2009, 05:09 PM

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Happy new year to you guys!!! Seems that i can only receive ang pao from ytl power on 2010 then.
tigana
post Dec 31 2009, 05:49 PM

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Guys, I need to ask a question.

I placed an order for 2 thousand shares.
But apparently , the volume was so low, that the broker managed to buy only 2 hundred by the end of the day.
This incurred a minimum RM40 brokerage fee.

The question is : Is this the norm? I thought I had a contract to buy 2000 and not 200 (cost per share for 200 is more).

Thanks in advance. Happy New Year.

This post has been edited by tigana: Dec 31 2009, 05:51 PM
simplesmile
post Dec 31 2009, 06:17 PM

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QUOTE(tigana @ Dec 31 2009, 05:49 PM)
Guys, I need to ask a question.

I placed an order for 2 thousand shares.
But apparently , the volume was so low, that the broker managed to buy only 2 hundred by the end of the day.
This incurred a minimum RM40 brokerage fee.

The question is : Is this the norm? I thought I had a contract to buy 2000 and not 200 (cost per share for 200 is more).

Thanks in advance. Happy New Year.
*
It's the norm.
It would have been worse if you've only bought less than 50 shares.

This post has been edited by simplesmile: Dec 31 2009, 06:18 PM
tigana
post Dec 31 2009, 08:21 PM

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QUOTE(simplesmile @ Dec 31 2009, 06:17 PM)
It's the norm.
It would have been worse if you've only bought less than 50 shares.
*
OK, thanks for the quick reply.
Even its the norm - its not right.
protonw
post Dec 31 2009, 11:09 PM

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QUOTE(ngwei2402 @ Dec 31 2009, 10:38 AM)
usually nominee account will b deposited one week after the payment date~

but i'm not reli that patient now

y everytime when i got money on hand, then the price will go up?

when i poor, then move flat....

lolz
*
I dont know which broking firm you used but my Maybank usually credited to my account on the third working days after payment dates.

HAPPY NEW YEAR to all of you here.

This post has been edited by protonw: Dec 31 2009, 11:11 PM
fakhree
post Jan 1 2010, 07:58 AM

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wanna ask smthg, if i sign up for maybank online trading, have to put rm10k aa?
skiddtrader
post Jan 1 2010, 08:07 AM

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QUOTE(tigana @ Dec 31 2009, 08:21 PM)
OK, thanks for the quick reply.
Even its the norm - its not right.
*
Whevener you queue an order, that's the risk you exposed yourself to. You can't say its not right because you were ignorant of the rules.

I do recommend you buy or sell from the current queues if you want to prevent it from happening in the future. Which is common in low volume shares or whenever you queue a few ticks above/below the current trading band of any counter.

Happen to some other forumers last time who queue to buy a penny stock which is less than 20 sens per share. End up only 1 lot was sold to him, and he still needed to pay the minimum transaction fee. So for RM20 worth of stock, he needed to pay at least RM40 bucks in charges. Suffice to say, he didn't make the same mistake again. tongue.gif
tigana
post Jan 1 2010, 01:33 PM

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QUOTE(skiddtrader @ Jan 1 2010, 08:07 AM)
Whevener you queue an order, that's the risk you exposed yourself to. You can't say its not right because you were ignorant of the rules.

I do recommend you buy or sell from the current queues if you want to prevent it from happening in the future. Which is common in low volume shares or whenever you queue a few ticks above/below the current trading band of any counter.

Happen to some other forumers last time who queue to buy a penny stock which is less than 20 sens per share. End up only 1 lot was sold to him, and he still needed to pay the minimum transaction fee. So for RM20 worth of stock, he needed to pay at least RM40 bucks in charges. Suffice to say, he didn't make the same mistake again.  tongue.gif
*
Yes I was not aware of this rule. Even if this is a rule, does not make it right (in principal). and can be improved. I can't believe that with all the technology we have nowadays, that we cannot fix a thing like this.

PS, I did put myself in the current queue but I made the "mistake" of buying during a "holiday" week where the volumes were very low.
protonw
post Jan 1 2010, 09:44 PM

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QUOTE(fakhree @ Jan 1 2010, 07:58 AM)
wanna ask smthg, if i sign up for maybank online trading, have to put rm10k aa?
*
No.
fakhree
post Jan 1 2010, 11:04 PM

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QUOTE(protonw @ Jan 1 2010, 09:44 PM)
No.
*
really? y cimb hv to put one
ante5k
post Jan 1 2010, 11:25 PM

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QUOTE(fakhree @ Jan 1 2010, 11:04 PM)
really? y cimb hv to put one
*
this is not the thread to ask this question,

the 10k upfront serve as a deposit, which will get you the rm8.88 brokerage rate
TSdarkknight81
post Jan 2 2010, 09:26 AM

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QUOTE(skiddtrader @ Jan 1 2010, 09:07 AM)
Whevener you queue an order, that's the risk you exposed yourself to. You can't say its not right because you were ignorant of the rules.

I do recommend you buy or sell from the current queues if you want to prevent it from happening in the future. Which is common in low volume shares or whenever you queue a few ticks above/below the current trading band of any counter.

Happen to some other forumers last time who queue to buy a penny stock which is less than 20 sens per share. End up only 1 lot was sold to him, and he still needed to pay the minimum transaction fee. So for RM20 worth of stock, he needed to pay at least RM40 bucks in charges. Suffice to say, he didn't make the same mistake again.  tongue.gif
*
nod.gif If the price is right no need to queue . Just buy it on the spot.
skiddtrader
post Jan 2 2010, 10:21 AM

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This coming Monday is the ex-date for the January dividend, payment will be on 21st January.


ngwei2402
post Jan 2 2010, 11:10 AM

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that's y this few day the share price keep going up~

TSdarkknight81
post Jan 2 2010, 11:15 AM

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QUOTE(ngwei2402 @ Jan 2 2010, 12:10 PM)
that's y this few day the share price keep going up~
*
"Keep Going Up??" rclxub.gif
ngwei2402
post Jan 2 2010, 05:52 PM

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by few cent~~hahahah~~~~
BrendaChee
post Jan 3 2010, 02:48 AM

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I think price will come down after the ex- date. What do your think about WIMAX by YTLP?
htt
post Jan 3 2010, 01:45 PM

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Check in.
mok thye yee
post Jan 5 2010, 01:19 AM

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The effect of 7.5% single tier div is just ~1.7% to YTLPOWR share price of say RM 2.2......

so not much impact .....

WIMAX by YTLPOWR...... i hope francis really can launch what he has been talking........ for the consumer is another round of "potong"


TSdarkknight81
post Jan 5 2010, 08:25 AM

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QUOTE(mok thye yee @ Jan 5 2010, 02:19 AM)
The effect of 7.5% single tier div is just ~1.7% to YTLPOWR share price of say RM 2.2......

so not much impact .....

WIMAX by YTLPOWR...... i hope francis really can launch what he has been talking........ for the consumer is another round of "potong"
*
That is one of the reason why some companies choose to payout dividend every quarters so that it will not affect the share price....But if we look at the other way it is not so cost effective as you need to prepare 4 times cheque instead of only one time...


Added on January 5, 2010, 8:27 am
QUOTE(BrendaChee @ Jan 3 2010, 03:48 AM)
I think price will come down after the ex- date. What do your think about WIMAX by YTLP?
*
Not really my concern... I am more interested in what are they going to do with the 6 billion cash pile and also the unconverted warrant which made up to RM 9 BILLION total ... Waiting for new acquisition news of water or power asset instead

This post has been edited by darkknight81: Jan 5 2010, 08:27 AM
simonmada
post Jan 5 2010, 02:52 PM

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I thought of going in for the warrant but seems like it is very low liquidity...sad.gif
ngwei2402
post Jan 5 2010, 04:56 PM

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that day 93sen dun1 buy
now 99.5sen d
>.<" hahahaha~~~~
simonmada
post Jan 5 2010, 10:35 PM

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if I know I won't be sitting here already loh... sleep.gif''' sad.gif
ngwei2402
post Jan 5 2010, 10:43 PM

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only gods know
i email him later...
calmwater
post Jan 6 2010, 02:05 AM

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QUOTE(ngwei2402 @ Jan 5 2010, 10:43 AM)
only gods know
i email him later...
*
If you have the address please share with us also tongue.gif

By the way my apologies for recommending to wait for WB at target price of 0.93, the sudden price movement by mother before ex-date caught me on the wrong foot. notworthy.gif I am still not adding to my holdings of WB as I don't trust the British Pound, which is weakening ALL OVER AGAIN. I was a little lucky by divesting some to BTOTO which has been doing better lately.

This post has been edited by calmwater: Jan 6 2010, 02:13 AM
TSdarkknight81
post Jan 6 2010, 08:20 AM

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QUOTE(calmwater @ Jan 6 2010, 03:05 AM)
If you have the address please share with us also tongue.gif

By the way my apologies for recommending to wait for WB at target price of 0.93, the sudden price movement by mother before ex-date caught me on the wrong foot. notworthy.gif  I am still not adding to my holdings of WB as I don't trust the British Pound, which is weakening ALL OVER AGAIN. I was a little lucky by divesting some to BTOTO which has been doing better lately.
*
Yup i agree with you on the pound nod.gif . Have enough units for ytl power scare later cannot digest sweat.gif

Will not top up any ytl power within this 10 years time unless price really fall below 2.00 tongue.gif

The main reason to stop ytl power for me is it is really toooooooo Slowwwwww.... yawn.gif If solely depends on its dividend don know when can be rich ..... yawn.gif

I will be looking into UOA reits instead as the witholding tax only 10%. Been monitoring this counters for about 1 year.

This post has been edited by darkknight81: Jan 6 2010, 08:23 AM
kchong
post Jan 6 2010, 09:38 AM

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YTLP rose only 16% in 2009 (would be higher if dividend yield included) but still trailing behind KLCI. With the huge capex expected for wimax biz this year, price will not have much upside

This post has been edited by kchong: Jan 6 2010, 09:40 AM
jasontoh
post Jan 6 2010, 09:48 AM

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QUOTE(kchong @ Jan 6 2010, 09:38 AM)
YTLP rose only 16% in 2009 (would be higher if dividend yield included) but still trailing behind KLCI. With the huge capex expected for wimax biz this year, price will not have much upside
*
If you realize, most div counters trailing behind KLCI. I have no doubt that YTLP will not have much upside at the moment, but with the consistent div, it is still a good counter to invest. Anyway, I'm 50% on div counters, while 50% on growth counters. Most recent one is the glovvy counters, while my ONG skyrocketed.
whizzer
post Jan 6 2010, 11:09 AM

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-deleted-

This post has been edited by whizzer: Jan 6 2010, 02:31 PM
TSdarkknight81
post Jan 6 2010, 12:46 PM

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Receive my dividend already icon_rolleyes.gif
whizzer
post Jan 6 2010, 02:32 PM

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QUOTE(calmwater @ Jan 6 2010, 02:05 AM)
If you have the address please share with us also tongue.gif

By the way my apologies for recommending to wait for WB at target price of 0.93, the sudden price movement by mother before ex-date caught me on the wrong foot. notworthy.gif  I am still not adding to my holdings of WB as I don't trust the British Pound, which is weakening ALL OVER AGAIN. I was a little lucky by divesting some to BTOTO which has been doing better lately.
*
God@heaven.com brows.gif
kchong
post Jan 6 2010, 06:33 PM

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Divident counters are good shelters during down economy but in bull market, they will be mostly ignored as risk appetite return.

Better don't talk about glove couunters here - otherwise will be accused of hijacking the forum by YTL fans sweat.gif Anyway, Hartalega rose a whopping 50 cents today to RM6.70. Hope u had bought into it. It's the most promising and the only glove counter I'm heavily invested in rclxms.gif Will hold on to this counter forever like Coke to Warren Buffett

QUOTE(jasontoh @ Jan 6 2010, 09:48 AM)
If you realize, most div counters trailing behind KLCI. I have no doubt that YTLP will not have much upside at the moment, but with the consistent div, it is still a good counter to invest. Anyway, I'm 50% on div counters, while 50% on growth counters. Most recent one is the glovvy counters, while my ONG skyrocketed.
*
This post has been edited by kchong: Jan 6 2010, 06:43 PM
Amanda99
post Jan 6 2010, 06:55 PM

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QUOTE(darkknight81 @ Jan 6 2010, 12:46 PM)
Receive my dividend already  icon_rolleyes.gif
*
what happened to mine, Mr. Mailman? cry.gif
jasontoh
post Jan 6 2010, 08:40 PM

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QUOTE(kchong @ Jan 6 2010, 06:33 PM)
Divident counters are good shelters during down economy but in bull market, they will be mostly ignored as risk appetite return.

Better don't talk about glove couunters here - otherwise will be accused of hijacking the forum by YTL fans  sweat.gif  Anyway, Hartalega rose a whopping 50 cents today to RM6.70. Hope u had bought into it. It's the most promising and the only glove counter I'm heavily invested in  rclxms.gif Will hold on to this counter forever like Coke to Warren Buffett
*
I don't have Harta, but I have Adventa, Latexx and Latexx-WA icon_idea.gif .
Harta next on my list brows.gif
de.crystal
post Jan 6 2010, 08:47 PM

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if i buy now, wud i stil be able to get the cny's div ?
jasontoh
post Jan 6 2010, 09:12 PM

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QUOTE(de.crystal @ Jan 6 2010, 08:47 PM)
if i buy now, wud i stil be able to get the cny's div ?
*
Ex-date over already. Have to wait this coming Q report with divvy. But, maybe YTLP will start to rally like most of the glove stocks tongue.gif
protonw
post Jan 6 2010, 11:07 PM

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QUOTE(jasontoh @ Jan 6 2010, 09:12 PM)
Ex-date over already. Have to wait this coming Q report with divvy. But, maybe YTLP will start to rally like most of the glove stocks  tongue.gif
*
Hope what you said here turn up as CNY presents. laugh.gif
kchong
post Jan 6 2010, 11:16 PM

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CIMB issued a detailed research report on glove industry this morning giving the sector an overweight rating. Valuation for all counters were also revised upwards to 16x PE. Adventa and Supermax were their top picks but do your personal homework b4 investing. Caveat emptor. Shortly after the report got digested by investors, all glove counters saw heavy trading volume. If you've identified a company in the sector with the best intrinsic value and competitive advantage, maybe you might want to hold on to no more than 2 counters at the same time. My personal choice is Harta due to its distinctive competitive advantage compared to the rest, just my personal 2 cents' worth.


QUOTE(jasontoh @ Jan 6 2010, 08:40 PM)
I don't have Harta, but I have Adventa, Latexx and Latexx-WA  icon_idea.gif .
Harta next on my list  brows.gif
*
jasontoh
post Jan 6 2010, 11:28 PM

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QUOTE(kchong @ Jan 6 2010, 11:16 PM)
CIMB issued a detailed research report on glove industry this morning giving the sector an overweight rating. Valuation for all counters were also revised upwards to 16x PE. Adventa and Supermax were their top picks but do your personal homework b4 investing. Caveat emptor. Shortly after the report got digested by investors, all glove counters saw heavy trading volume. If you've identified a company in the sector with the best intrinsic value and competitive advantage, maybe you might want to hold on to no more than 2 counters at the same time. My personal choice is Harta due to its distinctive competitive advantage compared to the rest, just my personal 2 cents' worth.
*
From the list, Adventa and Harta still have higher upside
TSdarkknight81
post Jan 7 2010, 08:18 AM

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QUOTE(Amanda99 @ Jan 6 2010, 07:55 PM)
what happened to mine, Mr. Mailman?  cry.gif
*
Tell you what.... i stil haven't received mine one also... i only got my wife YTL P DIVIDEND.... vmad.gif Same mailing address but how come mine one haven't arrive?

This post has been edited by darkknight81: Jan 7 2010, 08:19 AM
simonmada
post Jan 7 2010, 08:52 AM

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Give la Mr. Postman some coffee money tongue.gif
ahpoh
post Jan 7 2010, 09:07 AM

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mine receive 1 week ago
BrendaChee
post Jan 7 2010, 08:09 PM

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The next payment date is on 21 Jan right? After this dividend, when will be the next one?
jasontoh
post Jan 7 2010, 08:37 PM

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QUOTE(BrendaChee @ Jan 7 2010, 08:09 PM)
The next payment date is on 21 Jan right? After this dividend, when will be the next one?
*
The Q report is out next month, so it could be in March or April.
History

QUOTE


Interim single tier 3.75¢  19-Nov-09  04-Jan-10  06-Jan-10  21-Jan-10 
Final single tier 1.875¢  15-Oct-09  04-Dec-09  08-Dec-09  24-Dec-09 
3rd Interim single tier 3.75¢  21-May-09  26-Jun-09  30-Jun-09  16-Jul-09 
Second Interim 3.75¢TE  19-Feb-09  06-Mar-09  11-Mar-09  26-Mar-09 
Int 3+1.5¢ single tier  20-Nov-08  31-Dec-08  05-Jan-09  20-Jan-09 
Final 3.75¢ TE  16-Oct-08  05-Dec-08  10-Dec-08  26-Dec-08 
Second Interim 3.75¢ TE  22-May-08  06-Jun-08  10-Jun-08  24-Jun-08 
Interim 3.75¢ TE  22-Feb-08  06-Mar-08  10-Mar-08  24-Mar-08 
Final 5¢  25-Oct-07  10-Dec-07  12-Dec-07  31-Dec-07 
Second Interim 3.75¢ TE  24-May-07  08-Jun-07  12-Jun-07  25-Jun-07 
Interim 3.75¢ TE  08-Feb-07  27-Mar-07  29-Mar-07  18-Apr-07 
First & Final 10¢  19-Oct-06  12-Dec-06  14-Dec-06  05-Jan-07 
First & Final 10¢  20-Oct-05  12-Dec-05  14-Dec-05  06-Jan-06 
First & Final 10¢  28-Oct-04  14-Dec-04  16-Dec-04  10-Jan-05 
protonw
post Jan 7 2010, 11:03 PM

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QUOTE(darkknight81 @ Jan 7 2010, 08:18 AM)
Tell you what.... i stil haven't received mine one also... i only got my wife YTL P DIVIDEND.... vmad.gif Same mailing address but how come mine one haven't arrive?
*
Something is wrong. Mine was credited by Mayban on 30/12/09. You may need to call their registrar for advice.

This post has been edited by protonw: Jan 7 2010, 11:03 PM
TSdarkknight81
post Jan 8 2010, 08:24 AM

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QUOTE(protonw @ Jan 8 2010, 12:03 AM)
Something is wrong. Mine was credited by Mayban on 30/12/09. You may need to call their registrar for advice.
*
They ask me to write an official letter to YTLP....
protonw
post Jan 8 2010, 01:47 PM

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QUOTE(darkknight81 @ Jan 8 2010, 08:24 AM)
They ask me to write an official letter to YTLP....
*
Get it done or you miss chance to invest in your next counter. laugh.gif


Amanda99
post Jan 8 2010, 09:37 PM

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QUOTE(darkknight81 @ Jan 7 2010, 08:18 AM)
Tell you what.... i stil haven't received mine one also... i only got my wife YTL P DIVIDEND.... vmad.gif Same mailing address but how come mine one haven't arrive?
*
i got mine today in the post....i guess it was late afterall! sweat.gif
ngwei2402
post Jan 8 2010, 11:49 PM

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QUOTE(calmwater @ Jan 6 2010, 02:05 AM)
If you have the address please share with us also tongue.gif

By the way my apologies for recommending to wait for WB at target price of 0.93, the sudden price movement by mother before ex-date caught me on the wrong foot. notworthy.gif  I am still not adding to my holdings of WB as I don't trust the British Pound, which is weakening ALL OVER AGAIN. I was a little lucky by divesting some to BTOTO which has been doing better lately.
*
wat la~haha
everyone buying on own decision lah~~

for current situation, ytlp need time to digest seraya,
i think still need to wait for some times for the market to realize its power
and we also dunno how they going to market the wimax
other tender also no news

if now wanna buy, juz the believe on uncle francis nia~
recently, juz sold my mother share
ytlp became the smallest portion in my port folio
zzz~haha~
that's y i'm thinking to top up my wb
cos i feel that wb can gain more compare to mother share(since my capital too small, dividend reli no feel)
mok thye yee
post Jan 10 2010, 12:23 PM

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YTLPOWR share will not move up to fast unless in super bull market, last round 2007/08 i think is RM 2.6 onli.

The reason is there are big chuck of WA and WB with long term date and big volume. So the mother share price will not shoot up high coz of this diluting effect.

YTLPOWR is good in term of div yield and solid growth and if the share price is week, francis will do share buy back and give share div.

Base on 2009 calender year the div is RM 131.25 per 1000 share (net coz is single tier), it is ~ 6 % base on RM 2.2 per share. This year it may be the same or slight increase to RM 150. And this div is somewhat assured coz of huge cash pile at YTLPOWR level and YTL CORP need the cash to buy land, buy hotel or buy something else.

and u can see this in the exercise price of the warrant oso, where after some years the price is reduced one coz the warrant not entitled div.

So for YTLPOWR, i think sud go for the mother share. i sold all my WB. and keep increasing the mother share.

YTLPOWR next big wave is the WiMAX, which francis promise a lot, i hope he can deliver and i am ready to "potong" if he deliver what he promised in WiMAX.

Adding power seraya is a good one.... power seraya will be the next jewel in YTLPOWR stable like Wessex water.... this is francis modus operandi, buy good asset at bad time......

i bet on francis, keep topping up YTLPOWR, go francis go.....


TSdarkknight81
post Jan 12 2010, 02:32 PM

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Anyone here still haven't receive their YTLP dividend yet?
syk
post Jan 12 2010, 07:18 PM

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I only received dec dividend, not yet received jan dividend.
ngwei2402
post Jan 13 2010, 05:48 PM

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sure la~
payment date belum sampai also~
lolz
TSdarkknight81
post Jan 14 2010, 11:52 AM

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QUOTE(ngwei2402 @ Jan 13 2010, 06:48 PM)
sure la~
payment date belum sampai also~
lolz
*
Payment date 21st JANUARY 2010

Recently British pound and Sing dollar has been weakened against RM
TSdarkknight81
post Jan 14 2010, 02:33 PM

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Receive my dividend already rclxm9.gif
protonw
post Jan 14 2010, 09:24 PM

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QUOTE(darkknight81 @ Jan 14 2010, 02:33 PM)
Receive my dividend already  rclxm9.gif
*
A real snail crawling mail. laugh.gif
mok thye yee
post Jan 15 2010, 10:52 PM

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YTLPOWR single tier div payment date base on historical record

(1) End Jan -- 7.5%
(2) End March -- 7.5%
(3) Mid July -- 7.5%
(4) End Dec -- 3.75%

Last time is 3x 7.5% but in 2009 jadi 4x. I assume 2010 will be the same or the (4) become 7.5%

few years back got share div one, but francis sudah stop the share buy back for YTLPOWR dy, preserve cash for WiMAX and may be buy some asset kot...... he always mentioned got power project in bangladesh....

The div is consistent and francis is doing a good job, he take care of the minority oso...... i hope his WiMAX success although i dun agree with his business model, i thnk he is too slow, P1 is potong like hot cake now and HSBB is coming, digi oso in wireless broadband, very crowded dy but his WIMAX still not roll out yet,

Anyway he got advantage, he has $$$$ and he got a lot of $$$$$ so he can throw the money to get rid of the competitors....... kakakak cash is KING

but i bet on francis.... hope YTLPOWR continue to POWERRRRRRRR

and i continue to accumulate YTLPOWR

Long term CARG (all in , div share div ) of 15 ~ 18% i am super happy dy.....

but francis aim to give 20 to 25% long term CARG... which is warrent buffett standard.... kakakkaka


rayloo
post Jan 16 2010, 07:30 AM

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QUOTE(mok thye yee @ Jan 15 2010, 10:52 PM)
i hope his WiMAX success although i dun agree with his business model, i thnk he is too slow, P1 is potong like hot cake now and HSBB is coming, digi oso in wireless broadband, very crowded dy but his WIMAX still not roll out yet,
I agree YTL Wimax plan is too slow, I was shock the time I heard their announcement that their Wimax will be available after 1 year. 1 year in telcom business is light year, man. This time Francis Yeoh Wimax business better be good. Pray the 1 year period better be worthy and to produce overwhelming result, since they take this long to prepare. flex.gif

This post has been edited by rayloo: Jan 16 2010, 07:31 AM
simplesmile
post Jan 16 2010, 09:16 PM

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Finally I had to sell my YTLP to raise money to buy a property. Sad to sell YTLP, but at the same time happy to buy the property.
rayloo
post Jan 16 2010, 11:38 PM

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QUOTE(simplesmile @ Jan 16 2010, 09:16 PM)
Finally I had to sell my YTLP to raise money to buy a property. Sad to sell YTLP, but at the same time happy to buy the property.
*
Congratulations simplesmile, what kind of property is it ?
simplesmile
post Jan 17 2010, 12:19 AM

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QUOTE(rayloo @ Jan 16 2010, 11:38 PM)
Congratulations simplesmile, what kind of property is it ?
*
Thanks. It's an office unit, slightly less than 1,000 sf.
rayloo
post Jan 17 2010, 08:17 AM

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QUOTE(simplesmile @ Jan 17 2010, 12:19 AM)
Thanks. It's an office unit, slightly less than 1,000 sf.
*
Very good, it is another way of investment.
TSdarkknight81
post Jan 18 2010, 05:04 PM

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QUOTE(mok thye yee @ Jan 15 2010, 11:52 PM)
YTLPOWR single tier div payment date base on historical record

(1) End Jan -- 7.5%
(2) End March -- 7.5%
(3) Mid July -- 7.5%
(4) End Dec -- 3.75%

Last time is 3x 7.5% but in 2009 jadi 4x. I assume 2010 will be the same or the (4) become 7.5%

*
Thats y i treat ytl power as my saving account which gives me money to go shopping every 3 months so that i will not make a big mistake by overbuying a wrong counter.
calmwater
post Jan 19 2010, 09:10 PM

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Tired of waiting for WB to come down yawn.gif , YTLPOWR rock solid @ 2.18 - 2.19 thumbup.gif , next quarterly report and Div announcement just one month away. Q today at 0.97, for 400 lots, all matched.

This post has been edited by calmwater: Jan 19 2010, 09:11 PM
jasontoh
post Jan 19 2010, 10:57 PM

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QUOTE(calmwater @ Jan 19 2010, 09:10 PM)
Tired of waiting for WB to come down yawn.gif , YTLPOWR rock solid @ 2.18 - 2.19 thumbup.gif , next quarterly report and Div announcement just one month away. Q today at 0.97, for 400 lots, all matched.
*
Woot....another divvy in pocket smile.gif
TSdarkknight81
post Jan 20 2010, 08:37 AM

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QUOTE(calmwater @ Jan 19 2010, 10:10 PM)
Tired of waiting for WB to come down yawn.gif , YTLPOWR rock solid @ 2.18 - 2.19 thumbup.gif , next quarterly report and Div announcement just one month away. Q today at 0.97, for 400 lots, all matched.
*
Why so bullish on Warrant B? Mind to share? wink.gif That means you enter RM 40k INTO warrant B which don give dividends. That means you are very sure that the price will go up shocking.gif

I almost can 99.99% confirm this tortoise cannot move any further within this 3 years liaw laugh.gif Pls share

This post has been edited by darkknight81: Jan 20 2010, 08:42 AM
BrendaChee
post Jan 20 2010, 08:18 PM

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yeah, i thought of buying more YTL power....but the price still around 2.18 - 2.19 after ex date....
calmwater
post Jan 20 2010, 08:45 PM

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QUOTE(darkknight81 @ Jan 19 2010, 08:37 PM)
Why so bullish on Warrant B? Mind to share?  wink.gif That means you enter RM 40k INTO warrant B which don give dividends. That means you are very sure that the price will go up  shocking.gif

I almost can 99.99% confirm this tortoise cannot move any further within this 3 years liaw  laugh.gif  Pls share
*
Just hoping for a better result this quarter as last quarter Seraya almost didn't contribute anything. tongue.gif

They must not repeat same performance this quarter, oh please!! laugh.gif
TSdarkknight81
post Jan 21 2010, 08:45 AM

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Today is the payment date for our dividend. thumbup.gif
rayloo
post Jan 21 2010, 09:31 AM

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QUOTE(darkknight81 @ Jan 21 2010, 08:45 AM)
Today is the payment date for our dividend.  thumbup.gif
*
rclxms.gif rclxms.gif
TSdarkknight81
post Jan 21 2010, 09:36 AM

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QUOTE(rayloo @ Jan 21 2010, 10:31 AM)
rclxms.gif  rclxms.gif
*
5.2K of dividend for me this time biggrin.gif
rayloo
post Jan 21 2010, 09:42 AM

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QUOTE(darkknight81 @ Jan 21 2010, 09:36 AM)
5.2K of dividend for me this time  biggrin.gif
*
Holy...SH*T...!!! You must have 140,000 shares !
TSdarkknight81
post Jan 21 2010, 09:47 AM

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QUOTE(rayloo @ Jan 21 2010, 10:42 AM)
Holy...SH*T...!!! You must have 140,000 shares !
*
tongue.gif
Trying my best not to top up anymore ytlpower . sweat.gif

This post has been edited by darkknight81: Jan 21 2010, 09:48 AM
ytlanalyst
post Jan 21 2010, 04:31 PM

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Dear YTL power fans/ shareholders,


YTL power's project / M&A department is hiring. We are looking for brilliant new blood to expand the team in M&A activities and greenfield projects.

Position available: Analyst
Job description: Support in due diligence in terms of commercial aspects and work on financial projection.
Requirement: A person with logical thinking and financial knowledge and willing to work hard. 1-2 years working experience is preferred. Fresh graduate with excellent results and positive attitude will also be considered.
Salary: Will be appropriate depending on experience.

Interested candidates can email their CV with photo to ytlanalyst@gmail.com


Best regards,
YTL Power Project Team smile.gif


TSdarkknight81
post Jan 21 2010, 04:33 PM

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QUOTE(ytlanalyst @ Jan 21 2010, 05:31 PM)
Dear YTL power fans/ shareholders,
YTL power's project / M&A department is hiring. We are looking for brilliant new blood to expand the team in M&A activities and greenfield projects.

Position available: Analyst
Job description: Support in due diligence in terms of commercial aspects and work on financial projection.
Requirement: A person with logical thinking and financial knowledge and willing to work hard. 1-2 years working experience is preferred. Fresh graduate with excellent results and positive attitude will also be considered.
Salary: Will be appropriate depending on experience.

Interested candidates can email their CV with photo to ytlanalyst@gmail.com
Best regards,
YTL Power Project Team smile.gif
*
Can i apply ? biggrin.gif

I tot ytl got their own email right ? How come using gmail one? hahaha

This post has been edited by darkknight81: Jan 21 2010, 04:35 PM
ytlanalyst
post Jan 21 2010, 04:39 PM

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QUOTE(darkknight81 @ Jan 21 2010, 04:33 PM)
Can i apply ?  biggrin.gif

I tot ytl got their own email right ? How come using gmail one? hahaha
*
That's the style here..if you apply via HR, it takes months to get respond. You really interested? joking?..haha
TSdarkknight81
post Jan 21 2010, 04:52 PM

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QUOTE(ytlanalyst @ Jan 21 2010, 05:39 PM)
That's the style here..if you apply via HR, it takes months to get respond. You really interested? joking?..haha
*
I am not joking. I am afraid that you are the one who jokes biggrin.gif

Its very funny for a company with market capitalization of 12 billion to advertise job in a forum...
protonw
post Jan 21 2010, 05:05 PM

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QUOTE(darkknight81 @ Jan 21 2010, 04:52 PM)
I am not joking. I am afraid that you are the one who jokes  biggrin.gif

Its very funny for a company with market capitalization of 12 billion to advertise job in a forum...
*
Be careful to review your details to somebody in the forum...
TSdarkknight81
post Jan 21 2010, 05:06 PM

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I always got contact with ytl power personnel on dividend issue and other questions.... Mana ada email end with gmail one sweat.gif

I am afraid that he want to get our details and do something on it.....

This post has been edited by darkknight81: Jan 21 2010, 05:13 PM
tgrrr
post Jan 21 2010, 06:16 PM

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Should report that post to Mod. Wrong forum and suspicious content.
ytlanalyst
post Jan 22 2010, 12:01 AM

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I am seriously looking for someone to work in YTL Power... i didnt ask anyone to disclose any information, but you will meet me during the interview. Do you see any advertisement of YTL Power hiring? You won't, except for Ymax.

I am doing the interview at YTL Plaza, 7th floor, YTLPI head office. So does it give you any confidence now?
APPA
post Jan 22 2010, 12:14 AM

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QUOTE(ytlanalyst @ Jan 22 2010, 12:01 AM)
I am seriously looking for someone to work in YTL Power... i didnt ask anyone to disclose any information, but you will meet me during the interview. Do you see any advertisement of YTL Power hiring? You won't, except for Ymax.

I am doing the interview at YTL Plaza, 7th floor, YTLPI head office. So does it give you any confidence now?
*
u post in wrong section lar, most of them who follow this thread are millionaire lar brows.gif brows.gif
TSdarkknight81
post Jan 22 2010, 07:56 AM

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QUOTE(ytlanalyst @ Jan 22 2010, 01:01 AM)
I am seriously looking for someone to work in YTL Power... i didnt ask anyone to disclose any information, but you will meet me during the interview. Do you see any advertisement of YTL Power hiring? You won't, except for Ymax.

I am doing the interview at YTL Plaza, 7th floor, YTLPI head office. So does it give you any confidence now?
*
Too bad i am from east malaysia if not i might go to try my luck tongue.gif
BrendaChee
post Jan 22 2010, 06:45 PM

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received my dividend today, very happy. Might top up more for the next dividend.....
ante5k
post Jan 22 2010, 10:20 PM

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QUOTE(ytlanalyst @ Jan 22 2010, 12:01 AM)
I am seriously looking for someone to work in YTL Power... i didnt ask anyone to disclose any information, but you will meet me during the interview. Do you see any advertisement of YTL Power hiring? You won't, except for Ymax.

I am doing the interview at YTL Plaza, 7th floor, YTLPI head office. So does it give you any confidence now?
*
I'm currently working in power plants. too bad not hiring engineers.
TSdarkknight81
post Jan 23 2010, 07:35 AM

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QUOTE(BrendaChee @ Jan 22 2010, 07:45 PM)
received my dividend today, very happy. Might top up more for the next dividend.....
*
Which one the 3.75% or 7.5% one?
I am waiting for the 7.5% currently. Anyone here received pls tell me so that i can check with pos office at KUCHING notworthy.gif

KUCHING pos office like SH*T everytime i have to collect the cheque from them....they are very slow vmad.gif

This post has been edited by darkknight81: Jan 23 2010, 07:53 AM
syk
post Jan 23 2010, 11:31 AM

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QUOTE(darkknight81 @ Jan 23 2010, 07:35 AM)
Which one the 3.75% or 7.5% one?
I am waiting for the 7.5% currently. Anyone here received pls tell me so that i can check with pos office at KUCHING  notworthy.gif

KUCHING pos office like SH*T everytime i have to collect the cheque from them....they are very slow  vmad.gif
*
Is dividend no 20, 7.5% one.
I also received in 23 Jan, just bank in today.
TSdarkknight81
post Jan 23 2010, 11:36 AM

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QUOTE(syk @ Jan 23 2010, 12:31 PM)
Is dividend no 20, 7.5% one.
I also received in 23 Jan, just bank in today.
*
Wah so fast mer.....
rayloo
post Jan 23 2010, 05:22 PM

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Got mine.
ante5k
post Jan 23 2010, 06:26 PM

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i got mine in the mail also today.
BrendaChee
post Jan 23 2010, 10:27 PM

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Actually i am living in KL. Even the maxis one also very fast, just one day after the payment date.
TSdarkknight81
post Jan 25 2010, 08:08 AM

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QUOTE(BrendaChee @ Jan 23 2010, 11:27 PM)
Actually i am living in KL. Even the maxis one also very fast, just one day after the payment date.
*
Haizz... mine one always delay by few weeks punya sweat.gif


http://www.ytlpowerinternational.com/media...re&newsID=51166


Added on January 25, 2010, 12:18 pm
QUOTE(ante5k @ Jan 23 2010, 07:26 PM)
i got mine in the mail also today.
*
Since when you enter ytlp? What i know is you are reits kaki tongue.gif What is your ABP?

This post has been edited by darkknight81: Jan 25 2010, 12:18 PM
protonw
post Jan 25 2010, 10:53 PM

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QUOTE(darkknight81 @ Jan 25 2010, 08:08 AM)
Haizz... mine one always delay by few weeks punya  sweat.gif
http://www.ytlpowerinternational.com/media...re&newsID=51166
Because the cheque got to take a long long way before it can reach you, so you have to be patient. icon_rolleyes.gif
kchong
post Jan 25 2010, 11:45 PM

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whistling.gif

This post has been edited by kchong: Feb 1 2010, 09:35 AM
ante5k
post Jan 26 2010, 12:00 AM

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QUOTE(darkknight81 @ Jan 25 2010, 08:08 AM)
Since when you enter ytlp? What i know is you are reits kaki  tongue.gif What is your ABP?
*
@2.14 it a while back only.


kchong : no need go argue with him about ytlp hiring people. Here only stocks smile.gif

This post has been edited by ante5k: Jan 26 2010, 12:01 AM
cantdecide
post Jan 26 2010, 03:09 AM

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Quick question, how come ~RM2.50 is deducted everytime I received dividend from YTL Power to my MBB trading account? Do you experience the same if you are receiving cheque? Is there a way to stop MBB from earning all this easy money?
ante5k
post Jan 26 2010, 05:27 AM

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QUOTE(cantdecide @ Jan 26 2010, 03:09 AM)
Quick question, how come ~RM2.50 is deducted everytime I received dividend from YTL Power to my MBB trading account?  Do you experience the same if you are receiving cheque?  Is there a way to stop MBB from earning all this easy money?
*
some nominee account charges that for cashing dividend cheque received . the only way to avoid that is use direct trading account.
protonw
post Jan 26 2010, 07:12 AM

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QUOTE(ante5k @ Jan 26 2010, 05:27 AM)
some nominee account charges that for cashing dividend cheque received . the only way to avoid that is use direct trading account.
*
This is another way of banks squeezing monies from the people on whatever ways they can. laugh.gif


TSdarkknight81
post Jan 26 2010, 08:06 AM

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QUOTE(protonw @ Jan 25 2010, 11:53 PM)
Because the cheque got to take a long long way before it can reach you, so you have to be patient. icon_rolleyes.gif
*
yawn.gif
protonw
post Jan 26 2010, 10:48 PM

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Aiyo, YTLp cheque on my table since last week and I totally forgot I would received by post instead of credited to my account as usual by Maybank....(I transfered to CDS account dee). Just opened mails and here they are.... icon_rolleyes.gif

Darkknight, still waiting.... yawn.gif laugh.gif
jasontoh
post Jan 26 2010, 11:02 PM

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QUOTE(protonw @ Jan 26 2010, 10:48 PM)
Aiyo, YTLp cheque on my table since last week and I totally forgot I would received by post instead of credited to my account as usual by Maybank....(I transfered to CDS account dee).  Just opened mails and here they are.... icon_rolleyes.gif

Darkknight, still waiting.... yawn.gif  laugh.gif
*
Wah...tease the YTLP major shareholder pulak. laugh.gif
Anyway, I already bank in last week. Now waiting for Q result + div out by next month drool.gif

protonw
post Jan 27 2010, 06:44 AM

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QUOTE(jasontoh @ Jan 26 2010, 11:02 PM)
Wah...tease the YTLP major shareholder pulak.  laugh.gif
Anyway, I already bank in last week. Now waiting for Q result + div out by next month  drool.gif
*
Wah, YTLP really can keeps giving me my daily expenses.... thumbup.gif However, the price stay at 2.20+- forever... laugh.gif

Hahaha, Darkknight still waiting for the cheque.... hmm.gif I thought east malaysia should get it within 3 days unless he stays too ulu ulu.... laugh.gif jk

Perhaps he should consider having a nominee account which the bank will credit to his account within the 2-3 days after payment date.. brows.gif

This post has been edited by protonw: Jan 27 2010, 06:46 AM
TSdarkknight81
post Jan 27 2010, 08:26 AM

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The bloody pos man asked me to meet him this morning after 10 am to collect some of my mail as yesterday he is too "BUSY" shakehead.gif

I always collect my ytl power cheque by myself if wait for the pos man don know bila... I want to change my mailing address to my new home next week to try other pos man

This post has been edited by darkknight81: Jan 27 2010, 08:38 AM
jasontoh
post Jan 27 2010, 09:24 AM

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QUOTE(darkknight81 @ Jan 27 2010, 08:26 AM)
The bloody pos man asked me to meet him this morning after 10 am to collect some of my mail as yesterday he is too "BUSY"  shakehead.gif

I always collect my ytl power cheque by myself if wait for the pos man don know bila... I want to change my mailing address to my new home next week to try other pos man
*
I can PM you my address, then I can help receive the cheque on your behalf
TSdarkknight81
post Jan 27 2010, 10:30 AM

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QUOTE(jasontoh @ Jan 27 2010, 10:24 AM)
I can PM you my address, then I can help receive the cheque  on your behalf
*
then you send to me via post laju next time ? Still not yet reached kuching la doh.gif Its the statement from hwang dbs that i bought my tradewinds pulak....

This post has been edited by darkknight81: Jan 27 2010, 10:31 AM
protonw
post Jan 27 2010, 10:57 PM

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QUOTE(darkknight81 @ Jan 27 2010, 10:30 AM)
then you send to me via post laju next time ? Still not yet reached kuching la  doh.gif Its the statement from hwang dbs that i bought my tradewinds pulak....
*
You can just ask Jason to bank it here and no need to post you to Kuching and have to pay outstation charges....
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post Jan 28 2010, 08:02 AM

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QUOTE(protonw @ Jan 27 2010, 11:57 PM)
You can just ask Jason to bank it here and no need to post you to Kuching and have to pay outstation charges....
*
Good idea !!! notworthy.gif Jason agree kah? I trust you can do a good job tongue.gif

But cannot lar...that means he know all my particulars liaw sweat.gif and what more to say all my hwang dbs statement will be sent to him every months doh.gif

This post has been edited by darkknight81: Jan 28 2010, 08:03 AM
jasontoh
post Jan 28 2010, 08:54 AM

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QUOTE(darkknight81 @ Jan 28 2010, 08:02 AM)
Good idea !!!  notworthy.gif Jason agree kah? I trust you can do a good job  tongue.gif

But cannot lar...that means he know all my particulars liaw  sweat.gif and what more to say all my hwang dbs statement will be sent to him every months  doh.gif
*
I have no problem with that? It's ok to see the statement also ma, can see what stocks you buy, so follow you
TSdarkknight81
post Jan 28 2010, 09:28 AM

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QUOTE(jasontoh @ Jan 28 2010, 09:54 AM)
I have no problem with that? It's ok to see the statement also ma, can see what stocks you buy, so follow you
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Haha i am sure you will not follow my stock picks as i mostly picked old man stocks laugh.gif
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post Jan 28 2010, 10:01 AM

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QUOTE(darkknight81 @ Jan 28 2010, 09:28 AM)
Haha i am sure you will not follow my stock picks as i mostly picked old man stocks  laugh.gif
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I like old man stocks. Besides, I'm not high risk person. As long as 100% confirm earn money, I will only buy. Else, too scared to enter
jasonkwk
post Jan 28 2010, 02:36 PM

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according to Klse tracker, the Debt to equity ratio of YTLpower is 4.68, the highest I seen so far in my research, wonder why so high.
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post Jan 28 2010, 04:40 PM

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QUOTE(jasonkwk @ Jan 28 2010, 03:36 PM)
according to Klse tracker, the Debt to equity ratio of YTLpower is 4.68, the highest I seen so far in my research, wonder why so high.
*
From their bonds and other borrowings. One thing we must make sure is ytlp is its ability to pay back their bonds on time to maintain their good ratings for their bonds else if their bonds being downgrade then they will perish due to interest hike of lower rating bonds.

This post has been edited by darkknight81: Jan 28 2010, 04:41 PM
protonw
post Jan 28 2010, 10:53 PM

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QUOTE(darkknight81 @ Jan 28 2010, 08:02 AM)
Good idea !!!  notworthy.gif Jason agree kah? I trust you can do a good job  tongue.gif

But cannot lar...that means he know all my particulars liaw  sweat.gif and what more to say all my hwang dbs statement will be sent to him every months  doh.gif
*
Another way is use nominee account where the bank will charge you rm2.50 per dividend cheque and you will have the money in your account within 2-3 wording days after payment date.

But be reminded if you get share dividend/bonus/split.... nominee account will be days later doh.gif . Good thing is when you want convert/subscribe/take up rights, just call or e-mail to them and with small charges, you can have it done at your comfort home. thumbup.gif
TSdarkknight81
post Jan 29 2010, 09:14 AM

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QUOTE(protonw @ Jan 28 2010, 11:53 PM)
Another way is use nominee account where the bank will charge you rm2.50 per dividend cheque and you will have the money in your account within 2-3 wording days after payment date.

But be reminded if you get share dividend/bonus/split.... nominee account will be days later doh.gif .  Good thing is when you want convert/subscribe/take up rights, just call or e-mail to them and with small charges, you can have it done at your comfort home.  thumbup.gif
*
Sounds not bad. Thanks protonw
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post Jan 29 2010, 10:44 AM

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QUOTE(ante5k @ Jan 26 2010, 05:27 AM)
some nominee account charges that for cashing dividend cheque received . the only way to avoid that is use direct trading account.
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QUOTE(protonw @ Jan 26 2010, 10:48 PM)
Aiyo, YTLp cheque on my table since last week and I totally forgot I would received by post instead of credited to my account as usual by Maybank....(I transfered to CDS account dee).  Just opened mails and here they are.... icon_rolleyes.gif

Darkknight, still waiting.... yawn.gif  laugh.gif
*
How do i transfer it to direct trading account? Do i have to remain with MBB? Please advise as I am contributing quite a fair bit to MBB earning for past few years....damn.....
TSdarkknight81
post Jan 29 2010, 12:25 PM

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For the previous discussion on the debt to equity ratio i mentioned on the depreciation of the asset from the equipments. If we look it the other way round it is one way to reduce tax for the company. For your information, depreciation required write off as expenses.

When a company spends money for a service or anything else that is short-lived, this expenditure is usually immediately tax deductible in some countries, and the company enjoys an immediate tax benefit.

To be eligible for depreciation, an asset must have two features:

1. it has a useful life beyond the taxable year (essentially why it was capitalized in the first place), and
2. it wears out, decays, declines in value due to natural causes, or is subject to exhaustion or obsolescence.

Therefore, when a company buys an asset that will last longer than one year, like a computer, car, or building, the company cannot immediately deduct the cost and enjoy an immediate large tax benefit. However, i believe most of the engineering parts for power plants need replacement within 1 year time hence they can enjoy tax benefits via this way.

YTLPOWER is expert in playing cash flow game.

Correct me if wrong.
protonw
post Jan 29 2010, 12:43 PM

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QUOTE(cantdecide @ Jan 29 2010, 10:44 AM)
How do i transfer it to direct trading account?  Do i have to remain with MBB?  Please advise as I am contributing quite a fair bit to MBB earning for past few years....damn.....
*
Mayban nominee only use nominee account, no way to transfer and they charge rm20 for each counter you transfer out.

If you want to stick with Maybank for whatever reasons, than can check with Maybank Investment Bank. I was told they charge standard rate or higher.

Others that offers CDS account are all broking firms like OSK, TA, Jupiter....

Sorry OT at YTL P.... blush.gif

My YTLP still in green, Darkknight still has not much change in your portfolio I am sure. But mine down few thousand everyday except yesterday... vmad.gif Ytlp is 10% of my total portfolio only....
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post Jan 29 2010, 12:56 PM

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QUOTE(protonw @ Jan 29 2010, 01:43 PM)
Mayban nominee only use nominee account, no way to transfer and they charge rm20 for each counter you transfer out.

If you want to stick with Maybank for whatever reasons, than can check with Maybank Investment Bank. I was told they charge standard rate or higher.

Others that offers CDS account are all broking firms like OSK, TA, Jupiter....

Sorry OT at YTL P.... blush.gif

My YTLP still in green, Darkknight still has not much change in your portfolio I am sure.  But mine down few thousand everyday except yesterday... vmad.gif  Ytlp is 10% of my total portfolio only....
*
My average buying price for YTLP is below 2.05 so is still very green for me tongue.gif the other counter i hold into is TWS which i bought at RM 2.79. Plan to top up some more of TWS SOON.
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post Jan 29 2010, 01:47 PM

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QUOTE(darkknight81 @ Jan 29 2010, 12:56 PM)
My average buying price for YTLP is below 2.05 so is still very green for me  tongue.gif the other counter i hold into is TWS which i bought at RM 2.79. Plan to top up some more of TWS SOON.
*
EPS manyak cantik thumbup.gif I should look into this counter as well... Just wondering its forward PE... this weekend must do some home work... hmm.gif

My unrealised ytlp was shrinking.... yawn.gif

This post has been edited by protonw: Jan 29 2010, 01:49 PM
TSdarkknight81
post Jan 29 2010, 01:59 PM

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QUOTE(protonw @ Jan 29 2010, 02:47 PM)
EPS manyak cantik thumbup.gif I should look into this counter as well... Just wondering its forward PE... this weekend must do some home work... hmm.gif

My unrealised ytlp was shrinking.... yawn.gif
*
EPS increase mainly contributed by CPO when it was trading at RM 4,000 and above. However i am pretty sure 2009 and 2010 EPS will go down quite a lot due to the CPO price and stock pile issues...thats the reason why its price has been hammered down from RM 5.60 until RM 2.75 ....

This counter i am looking for the next few years don expect it to surge like glove counters wink.gif

I will post my research on TWS on its topic after i have done my research during weekends hope that my baby boy don cry a lot if not tak ada masa liaw laugh.gif

My stock pick even though boring but can guarantee won get heart attack tongue.gif

This post has been edited by darkknight81: Jan 29 2010, 02:01 PM
protonw
post Jan 29 2010, 03:25 PM

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QUOTE(darkknight81 @ Jan 29 2010, 01:59 PM)
EPS increase mainly contributed by CPO when it was trading at RM 4,000 and above. However i am pretty sure 2009 and 2010 EPS will go down quite a lot due to the CPO price and stock pile issues...thats the reason why its price has been hammered down from RM 5.60 until RM 2.75 ....

This counter i am looking for the next few years don expect it to surge like glove counters  wink.gif

I will post my research on TWS on its topic after i have done my research during weekends hope that my baby boy don cry a lot if not tak ada masa liaw  laugh.gif

My stock pick even though boring but can guarantee won get heart attack  tongue.gif
*
KK, I will support your coming new thread and will join in as well. Will wait for better entry point... thumbup.gif

Do yo also look at Paramon? Quite good dividend records and also good eps...

This post has been edited by protonw: Jan 29 2010, 03:27 PM
TSdarkknight81
post Jan 29 2010, 04:04 PM

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QUOTE(protonw @ Jan 29 2010, 04:25 PM)
KK, I will support your coming new thread and  will join in as well.  Will wait for better entry point... thumbup.gif

Do yo also look at Paramon?  Quite good dividend records and also good eps...
*
Yup interested in PARAMON but i have my own rules... Never touch properties development / construction , technology counters ...My own pantang biggrin.gif
protonw
post Jan 29 2010, 10:18 PM

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QUOTE(darkknight81 @ Jan 29 2010, 04:04 PM)
Yup interested in PARAMON but i have my own rules... Never touch properties development / construction , technology counters ...My own pantang  biggrin.gif
*
Yup, is a property development company. I think I will give it a skip too because I have enough of Gamuda and HSL.


TSdarkknight81
post Jan 30 2010, 08:19 AM

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QUOTE(protonw @ Jan 29 2010, 11:18 PM)
Yup, is a property development company.  I think I will give it a skip too because I have enough of Gamuda and HSL.
*
Sorry OT A bit. Proton last nite glance through my stock performance guide on TWS again and i think can buy some for speculate on CPO uptrend. But the company overall growth for the past ten years was not so convincing. So decided to hold some for speculation only. Whereas i think KPJ has a great potential instead.

This post has been edited by darkknight81: Jan 30 2010, 08:20 AM
simonmada
post Jan 30 2010, 01:13 PM

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I bought YTLpowr @2.19 for dividend play...Hope I can be a major shareholder like darkknnight one day, but don't know when.... :S

This post has been edited by simonmada: Jan 30 2010, 01:13 PM
TSdarkknight81
post Jan 30 2010, 01:19 PM

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QUOTE(simonmada @ Jan 30 2010, 02:13 PM)
I bought YTLpowr @2.19 for dividend play...Hope I can be a major shareholder like darkknnight one day, but don't know when.... :S
*
For your information this counter move very slow or you can even said it does not move most of the time. So if you expect high return then this counter might not suit you.

rclxub.gif Since when i become major shareholders ?

This post has been edited by darkknight81: Jan 30 2010, 01:27 PM
simonmada
post Jan 30 2010, 01:45 PM

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QUOTE(darkknight81 @ Jan 30 2010, 01:19 PM)
For your information this counter move very slow or you can even said it does not move most of the time. So if you expect high return then this counter might not suit you.

rclxub.gif Since when i become major shareholders ?
*
I mentioned for dividend play right? I know it moves like turtle biggrin.gif

You're the major shareholder among us tongue.gif
mok thye yee
post Jan 30 2010, 09:13 PM

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ya accumulating YTLPOWR oso, target is one year 4000 units......

if can reach 20% of wat darknight is having, veli happy oledi
ngwei2402
post Jan 31 2010, 08:59 PM

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i want to be 30 major share holder~~~~
until that time can everyday sleep at home kiao ka liao~~~
hahaha~~~
protonw
post Jan 31 2010, 10:30 PM

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QUOTE(darkknight81 @ Jan 30 2010, 08:19 AM)
Sorry OT A bit. Proton last nite glance through my stock performance guide on TWS again and i think can buy some for speculate on CPO uptrend. But the company overall growth for the past ten years was not so convincing. So decided to hold some for speculation only. Whereas i think KPJ has a great potential instead.
*
Yup, my itchy fingers already clicked another batch of KPJ after shares split n bonus. laugh.gif

I will buy more if it dip further. icon_rolleyes.gif

***************************************

Yeah, YTLp Friday closing was still holding well 2.18.... thumbup.gif after CI dropped about 50 points from high of 1308... It is still as hard as rock... laugh.gif


Added on January 31, 2010, 10:32 pm
QUOTE(ngwei2402 @ Jan 31 2010, 08:59 PM)
i want to be 30 major share holder~~~~
until that time can everyday sleep at home kiao ka liao~~~
hahaha~~~
*
If dare to dream, you have a chance.... icon_rolleyes.gif

This post has been edited by protonw: Jan 31 2010, 10:32 PM
simonmada
post Feb 1 2010, 01:11 AM

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QUOTE(protonw @ Jan 31 2010, 10:30 PM)
Yup, my itchy fingers already clicked another batch of KPJ after shares split n bonus. laugh.gif

I will buy more if it dip further.  icon_rolleyes.gif

***************************************

Yeah, YTLp Friday closing was still holding well 2.18.... thumbup.gif after CI dropped about 50 points from high of 1308... It is still as hard as rock... laugh.gif


Added on January 31, 2010, 10:32 pm

If dare to dream, you have a chance.... icon_rolleyes.gif
*
hahaha, yup really rock solid. biggrin.gif
jasonkwk
post Feb 3 2010, 05:15 PM

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just asking no need to be right or wrong,

can YTLP be like GENTING or PBBANK, buy 100 lot now and keep for 30 years and become millionaire later.
TSdarkknight81
post Feb 3 2010, 05:17 PM

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QUOTE(jasonkwk @ Feb 3 2010, 06:15 PM)
just asking no need to be right or wrong,

can YTLP be like GENTING or PBBANK, buy 100 lot now and keep for 30 years and become millionaire later.
*
I can assure you is NO. wink.gif First of all we must understand the nature of business they are doing. YTLP as i have mentioned earlier is highly regulated. I would treat it as something better than FD only unless they bought up few more assets at cheap bargain like Wessex water which i think is quite impossible. Power Seraya will not bring much growth to YTLP compare with WW.

YTLPOWER must make sure they use their RM 9 BILLION cash wisely for next acquisition as it will determine its future growth very much.

This post has been edited by darkknight81: Feb 3 2010, 05:27 PM
htt
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QUOTE(jasonkwk @ Feb 3 2010, 05:15 PM)
just asking no need to be right or wrong,

can YTLP be like GENTING or PBBANK, buy 100 lot now and keep for 30 years and become millionaire later.
*
No, it grow slow.
jasontoh
post Feb 3 2010, 09:41 PM

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QUOTE(jasonkwk @ Feb 3 2010, 05:15 PM)
just asking no need to be right or wrong,

can YTLP be like GENTING or PBBANK, buy 100 lot now and keep for 30 years and become millionaire later.
*
Grow 5x in 30 years? Include dividend or not? I would say it is not impossible, but quite tough.
whizzer
post Feb 3 2010, 10:52 PM

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QUOTE(jasonkwk @ Feb 3 2010, 05:15 PM)
just asking no need to be right or wrong,

can YTLP be like GENTING or PBBANK, buy 100 lot now and keep for 30 years and become millionaire later.
*
In 30 years, a millionaire would be the same as a thousandnaire today. laugh.gif
TSdarkknight81
post Feb 4 2010, 08:13 AM

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QUOTE(jasontoh @ Feb 3 2010, 10:41 PM)
Grow 5x in 30 years? Include dividend or not? I would say it is not impossible, but quite tough.
*
100lots he is referring to 100,000shares or 10,000 shares ?

If 100,000 shares i can quite confirmed we can be a millionaire by that time including dividends collected. If 10,000 i will say hard lol.

Growth is there but look at this few years growth for ytlpower is really slow i can say. Unless there are few more enron case like 2002 which they
can acquire cheap asset.

But if you really observe YTLP past performance you can see that current EPS has gained more than 100% after 2002. EPS before 2002 is around 8 cents only, but after acquisition of Wessex water its earning per share has been growing to around 20 cents Year to date. If this trends continue of course the growth rate is high. But so far i can say the acquisition of power seraya will not bring in such growth rate to the company compare with WW.

I am afraid we might not see that type of growth rate in future for YTLP anymore as the ENRON case is really rare and if similar opportunity happen again we also not sure YTLP manage to grab it or not sad.gif .

One more thing is during 2002 YTLPOWER is quite small size compare to now with market capitalization of around 12 billion. So any new acquisition will not be so significant compare to 2002.

In conclusion, YTLP is definitely worth to be keep for dividend and potential growth. But we cannot solely depends on HIM.

Correct me if i am wrong notworthy.gif

This post has been edited by darkknight81: Feb 4 2010, 08:23 AM
any1else87
post Feb 4 2010, 04:47 PM

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i think it's a really good counter. but it's moving so so so so slowly. My fren invested since 13 years old till now (23). well, he only has 1 lot. There was once he got 1 lot of the ytlp warrant for free @ 80 cents. lol. so, in the long run i think it will be a good counter to invest in
ngwei2402
post Feb 5 2010, 11:36 AM

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everyone is dropping, but ytlpower still stand straight straight at 2.18
deng~~~hahaha~~~
TSdarkknight81
post Feb 5 2010, 11:55 AM

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QUOTE
Blogger's Note: Currency crisis… in Britain? We've been watching the pound sterling take a dive over the last couple of days, not just against the euro, but against the much-maligned dollar. We found the following article on the BBC website. And Gordon Brown is still blaming America for the problems of the UK economy. We think our friend Merryn Somerset Webb got it right in yesterday's TFN contribution.    Baltimore — (TFN):The pound has fallen to an all-time low against the euro after weak manufacturing data underscored a gloomy outlook for the UK economy. Sterling fell to 75.86 pence per euro, its weakest since the single currency was introduced in 1999.  The pound also hit a 10-month low versus the dollar at $1.9485.  After a strong year in 2007, the pound is expected to weaken this year as interest rates come down and the UK economy slows. The pound hit a 26-year high against the dollar last year, above $2.


lol BEWARE of british pound crisis.

This post has been edited by darkknight81: Feb 5 2010, 11:55 AM
TSdarkknight81
post Feb 6 2010, 08:17 AM

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Listing Circular
LISTING'S CIRCULAR NO. L/Q : 55987 OF 2010
Company Name
:
YTL POWER INTERNATIONAL BHD
Stock Name
:
YTLPOWR
Date Announced
:
04/02/2010

Subject
:

YTLPOWR-(I) EXCHANGE OF YTL POWER FINANCE (CAYMAN) LIMITED'S 5 -YEAR ZERO COUPON GUARANTEED EXCHANGEABLE BONDS 2005/2010 INTO 29,827,954 NEW ORDINARY SHARES ("EXCHANGE OF BONDS")

(II) EXERCISE OF 619,337 WARRANTS 2008/2018 (“EXERCISE”)

Contents
:

Kindly be advised that the abovementioned Company’s additional 30,447,291 new ordinary shares of RM0.50 each issued as follows:-

(i) 29,827,954 new ordinary shares arising from the aforesaid Exchange of Bonds; and

(ii) 619,337 new ordinary shares arising from the aforesaid Exercise

will be granted listing and quotation with effect from 9.00 a.m., Monday, 8 February 2010.

BrendaChee
post Feb 6 2010, 05:43 PM

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So what is that mean? We can get free warrant?
TSdarkknight81
post Feb 7 2010, 02:35 PM

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QUOTE(BrendaChee @ Feb 6 2010, 06:43 PM)
So what is that mean? We can get free warrant?
*
EPS was being diluted. So might see share price drops tomolo.
ngwei2402
post Feb 8 2010, 03:42 PM

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finally drop to 0.95 liao,
dare to enter now?? zzz
simonmada
post Feb 8 2010, 04:08 PM

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YTLpowr still rock solid! whistling.gif
TSdarkknight81
post Feb 9 2010, 09:11 AM

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QUOTE(simonmada @ Feb 8 2010, 05:08 PM)
YTLpowr still rock solid! whistling.gif
*
lol are you sure sweat.gif RM 2.13 NOW BOR

For YTLP this is consider big drop already.
fryguy14us
post Feb 9 2010, 09:30 AM

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QUOTE(darkknight81 @ Feb 9 2010, 09:11 AM)
lol are you sure  sweat.gif RM 2.13 NOW BOR

For YTLP this is consider big drop already.
*
yes true....2.13 big drop....must come back 2.18
ngwei2402
post Feb 9 2010, 04:40 PM

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my heart starting itchy liao...
recently juz finish my money on CSC
where to find money
omg~~~
simonmada
post Feb 9 2010, 06:46 PM

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QUOTE(darkknight81 @ Feb 9 2010, 09:11 AM)
lol are you sure  sweat.gif RM 2.13 NOW BOR

For YTLP this is consider big drop already.
*
Haha, at the time I wrote it went back up to 2.16 from 2.14, performance was good till then, manatau lose steam afterwards sad.gif
TSdarkknight81
post Feb 9 2010, 08:23 PM

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QUOTE(simonmada @ Feb 9 2010, 07:46 PM)
Haha, at the time I wrote it went back up to 2.16 from 2.14, performance was good till then, manatau lose steam afterwards  sad.gif
*
It is becos of the new shares being listed on yesterday which diluted the EPS. Which happened many times liaw.



This post has been edited by darkknight81: Feb 9 2010, 08:26 PM
simonmada
post Feb 10 2010, 09:26 AM

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QUOTE(darkknight81 @ Feb 9 2010, 08:23 PM)
It is becos of the new shares being listed on yesterday which diluted the EPS. Which happened many times liaw.
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ok, thank you sifu notworthy.gif
ngwei2402
post Feb 11 2010, 04:27 PM

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today no even 1 transaction???
so quiet.....
TSdarkknight81
post Feb 11 2010, 04:34 PM

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QUOTE(ngwei2402 @ Feb 11 2010, 05:27 PM)
today no even 1 transaction???
so quiet.....
*
YTL POWER has been quite boring for the past few months....

No news on any power plants bidding yet. yawn.gif
kchong
post Feb 11 2010, 08:37 PM

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This post has been edited by kchong: Feb 18 2010, 03:54 AM
TSdarkknight81
post Feb 20 2010, 09:16 AM

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YTL POWER has been slowly climbed up for this few days. So might be due to:

1. Better than expected upcoming quarterly report.
2. Dividend thumbup.gif
If the bullet train project was being revived. i believe YTL POWER will take up the project as YTLP has the most cash in hand to fund this 10 billion project. As i remember Francis Yeoh did mention he wanted to transform YTL POWER to a higher growth entity.






This post has been edited by darkknight81: Feb 20 2010, 12:35 PM
sohkeong
post Feb 21 2010, 06:19 PM

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price movement less than 10% in few months time..really rock solid.. too solid and heavy..unbreakable!
protonw
post Feb 23 2010, 07:00 AM

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Pursuant to Paragraph 9.19(23) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of YTL Power International Berhad ("YTL Power” or “the Company") wishes to announce the incorporation of the following two new subsidiaries in the Cayman Islands on 18 February 2010:-

(i) YTL Utilities Finance 5 Limited (“YTLUF5”); and
(ii) YTL Communications International Limited (“YTLCI”).

(collectively, “the Incorporations”).

YTLUF5 and YTLCI were each incorporated with an authorised share capital of US$50,000.00 comprising 50,000 shares of US$1.00 each, and issued and paid-up share capital of US$1.00 comprising 1 ordinary share of US$1.00. The entire issued and paid-up share capital of YTLUF5 is held by YTL Power. YTLCI is 100%-owned by YTL Communications Sdn Bhd, a 60%-owned subsidiary of YTL Power.

YTLUF5 will be principally involved in the provision of financial services whilst YTLCI is intended to be involved in investment holding.

The Incorporations are not expected to have any material effect on the earnings, net assets and gearing of the YTL Power Group for the current financial year. None of the Directors and/or major shareholders of the Company or persons connected with them has any interest, direct or indirect in the Incorporations.


Any effect on YTLp share price and why in the Cayman Islands? Something coming up hmm.gif
TSdarkknight81
post Feb 23 2010, 08:18 AM

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QUOTE
Six bidders vie for Muharraq wastewater contract  Published 18th February 2010  Bahrain’s tender board opened six technical bids on 18 February from the following consortia to build, own and operate a new 100,000m3/d wastewater treatment plant on Muharraq Island: Acciona Agua (lead) with Besix and Kuwait Finance House; Metito Berlinwasser (lead) with Mitsui; Saudi Oger (lead) with Korea Water Resources Corp. and Samsung C&T; Samsung Engineering (lead) with Unitied Utilities; Sumitomo (lead) with Degrémont; and YTL Power International (lead) with Wessex Water. The most notable absentee from the bidder list is the Veolia Water/Keppel Seghers consortium, which was among attendees at a technical conference for bidders in November 2009.  The $250 million 27-year contract also includes the construction of a 15km deep tunnel sewer main and a wastewater connection network. Fifteen groups originally prequalified in February 2009, and a number of those groups subsequently expressed doubts about the risk profile of the major civil works included in the project.


QUOTE
YTL Communications to launch 4G network Published: 2010/02/22   Share7  PDF format PDF Email article EMAIL Print article PRINT Currency Converter CURRENCY CONVERTER Enlarge font size LARGER TYPE Reduce font size SMALLER TYPE TOOLS DICTIONARY : THESAURUS :  YTL Communications Sdn Bhd is poised to become the first in the world to launch a nationwide 4G network, offering state-of-the-art mobile internet connectivity to Malaysia.  In a statement today, the communications utility of YTL Power International Bhd said it was committed to purchasing one million units of WiMAX single chips from GCT Semiconductor.  "This purchase agreement demonstrates YTL Communications' commitment and marks GCT's dedication to fully support YTL Communications with their deployment of a nationwide 4G service in Malaysia.  "GCT will share technical expertise and provide YTL Communications with the most advanced and lowest power WiMAX chips available on the market today, making YTL Communications' vision of creating a complete ecosystem with nationwide mobile internet service using 4G a reality," it said. The one million units purchased will be consigned to key original design manufacturers selected to provide innovative 4G devices to YTL Communications this year.  GCT is the market leader in providing WiMAX single-chip solutions worldwide, holding the largest market share based on WiMAX chipsets sold and number of WiMAX subscribers currently using GCT's technology.  In the statement, YTL Communications Chief Executive Officer Wing K Lee said: "Today's announcement marks another important milestone for YTL Communications.  "Driving economies of scale is central to our ecosystem building effort as we develop the world's first nationwide 4G network. This significant order -- amongst the largest in WiMAX history -- ensures our future customers will have the best price-performance in 4G products and solutions."  GCT President and Chief Executive Officer Dr Kyeongho KH Lee said the one million-unit commitment by YTL Communications would firmly secure GCT's leading market share position and allow the company to maintain more than 60 per cent market share this year with design wins from over 40 countries including Malaysia, Korea, Japan, Russia and the United States. -- Bernama



QUOTE
SAN JOSE, Calif. - (Business Wire) GCT® Semiconductor, a leading supplier of Mobile WiMAX™ solutions to the global market, today announced a purchase commitment from YTL Communications Sdn Bhd of one million units of WiMAX single-chips including GCT’s GDM7205 WiMAX single chips and GDM7215 WiMAX/WiFi dual-mode single chips.  The sign off ceremony, taking place today in Kuala Lumpur, celebrates YTL Communications’ commitment and marks GCT’s dedication to fully support YTL Communications with their deployment of nation-wide 4G service in Malaysia. GCT will share technical expertise and provide YTL Communications with the most advanced and lowest power WiMAX chips available on the market today, making YTL Communications’ vision of creating a complete eco-system with nation-wide mobile Internet service using 4G a reality. YTL Communications will consign the purchased one million units to key ODMs selected to provide innovative 4G devices to YTL Communications this year.  YTL Communications is poised to become the first in the world to launch a nation-wide 4G network offering state-of-the art mobile Internet connectivity to Malaysia. GCT is the market leader in providing WiMAX single-chip solutions worldwide, holding the largest market share based on WiMAX chipsets sold and number of WiMAX subscribers currently using GCT’s technology.  “Today’s announcement marks another important milestone for YTL Communications,” said its CEO Wing K. Lee. “Central to our ecosystem building effort is to drive economy of scale through our effort to build the world’s first nation-wide 4G network. This significant order – amongst the largest in WiMAX history – ensures our future customers will have the best price-performance in 4G products and solutions. GCT is a key player in the 4G chipset ecosystem with its WiMAX solution that offers class leading power consumption and mobility performance. We are confident that with GCT’s market-proven solution and expertise, we will achieve our goal to leapfrog Malaysia into a Broadband Nation,” added Lee.  “We are pleased to further participate and contribute to YTL Communications’ 4G deployment with this strong commitment,” said Dr. Kyeongho “KH” Lee, President and CEO of GCT Semiconductor. “This one million-unit commitment from YTL Communications will firmly secure GCT’s undisputed leading market share position, and allow the company to maintain more than 60 percent market share this year, with design wins from over 40 countries, including Malaysia, Korea, Japan, Russia and USA.”  About YTL Communications  YTL Communications Sdn Bhd is the communications utility of YTL Power International Berhad which is a subsidiary of a Malaysian based conglomerate, YTL Corporation Berhad. The Company has been awarded a licence from the Malaysian Communications and Multimedia Commission (MCMC) to operate a 2.3 GHz wireless broadband network in Malaysia providing affordable, world-class services that improve the way people in Malaysia work, learn and play. With a strong financial backing from the parent company and the technological know-how from strategic, best-in-breed partners such as Cisco, Clearwire, GCT and Samsung, YTL Communications will roll out the world’s first nation-wide 4G network in 2010. As a responsible corporate citizen, YTL Communications is committed to bridging the digital divide between the urban and rural communities, improving the quality of life, and supporting efforts to promote technological innovation. For more information, visit: www.ytlcomms.my.  About YTL Power International  YTL Power International is a utility group active across key segments of the utility industry worldwide. Headquartered in Malaysia and listed on Bursa Malaysia (market capitalization RM12.9 billion (USD 3.8 billion) as at 31 October 2009), it operates in the UK, Singapore, Australia and Indonesia. Its core businesses include: power generation, retail and transmission, water and sewerage services. YTL Communications represents YTL Power International’s first investment in the communications business. YTL Power International is a subsidiary of YTL Corporation Berhad. For more information, visit: www.ytlpowerinternational.com.  About GCT Semiconductor, Inc.  GCT Semiconductor is a leading fabless semiconductor company that designs, develops and markets innovative integrated circuit solutions for the wireless communications industry. With its proven CMOS radio frequency (RF) and SOC expertise, GCT provides state-of-the-art CMOS RF transceivers and CMOS single-chip Satellite-DMB digital receivers and Mobile WiMAX solutions serving 3G and 4G mobile handset manufacturers by reducing BOM cost, lowering power consumption and minimizing size. For more information, please visit www.gctsemi.com.  Read more: http://www.earthtimes.org/articles/show/yt...l#ixzz0gJXEUkSK



Added on February 23, 2010, 8:33 am
QUOTE(protonw @ Feb 23 2010, 08:00 AM)

Any effect on YTLp share price and why in the Cayman Islands?  Something coming up hmm.gif
*
I don think so as ytlpower involved in wimax rollout was an old news. If i not wrong cayman is 100% owned by YTLPOWER UNDER INVESTMENT ENTITY.

Definitely something is coming up very soon.

This post has been edited by darkknight81: Feb 23 2010, 08:33 AM
calmwater
post Feb 23 2010, 11:03 AM

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QUOTE(protonw @ Feb 22 2010, 07:00 PM)

Any effect on YTLp share price and why in the Cayman Islands?  Something coming up hmm.gif
*
Cayman is a tax haven, read as follows.

Financial services industry
The Cayman Islands are a major international financial centre. The biggest sectors are "banking, hedge fund formation and investment, structured finance and securitization, captive insurance, and general corporate activities."[13] Regulation and supervision of the financial services industry is the responsibility of the Cayman Islands Monetary Authority (CIMA).

The Cayman Islands are the fifth-largest banking centre in the world;[14] with $1.5 trillion in banking liabilities.[13] There are 279 banks (as of June 2008), 19 of which are licensed to conduct banking activities with domestic (Cayman based) and international clients, the remaining 260 are licensed to operate on an international basis with only limited domestic activity.[15]

One reason for the Cayman Islands’ success as an offshore financial centre has been the concentration of top-quality service providers. These include leading global financial institutions (incl. UBS and Goldman Sachs), over 80 administrators, leading accountancy practices (incl. the Big Four auditors), and offshore law practices (incl. Maples & Calder and Ogier).[16]

Since the introduction of the Mutual Funds Law in 1993, which has been copied by jurisdictions around the world, the Cayman Islands have grown to be the world’s leading offshore hedge fund jurisdiction.[16] In June 2008 it passed 10,000 hedge fund registrations, and over the year ending June 2008 CIMA reported a net growth rate of 12% for hedge funds.[17]

Starting in the mid-late 1990s offshore financial centres, such as the Cayman Islands, came under increasing pressure from the OECD for their allegedly harmful tax regimes, where the OECD wished to prevent low-tax regimes from having an advantage in the global marketplace. The OECD threatened to place the Cayman Islands and other tax havens on a "black list" and impose sanctions against them.[18] However the Cayman Islands successfully avoided being placed on the OECD black list in 2000 by committing to regulatory reform to improve transparency and begin information exchange with OECD member countries about their citizens.[18]

The Cayman Islands had previously appeared on the FATF Blacklist in 2000.[citation needed]

In 2004, under pressure from the UK, the Cayman Islands agreed in principle to implement the European Union Savings Directive (EUSD), but only after securing some important benefits for the financial services industry in the Cayman Islands. As the Cayman Islands are not subject to EU laws, the implementation of the EUSD is by way of bilateral agreements between each EU member state and the Cayman Islands. The government of the Cayman Islands agreed on a model agreement, which set out how the EUSD would be implemented with the Cayman Islands.[19]

A report published by the International Monetary Fund (IMF), in March 2005, assessing supervision and regulation in the Cayman Islands' banking, insurance and securities industries, as well as its money laundering regime, recognised the jurisdiction's comprehensive regulatory and compliance frameworks. "An extensive program of legislative, rule and guideline development has introduced an increasingly effective system of regulation, both formalizing earlier practices and introducing enhanced procedures," noted IMF assessors. The report further stated that "the supervisory system benefits from a well-developed banking infrastructure with an internationally experienced and qualified workforce as well as experienced lawyers, accountants and auditors," adding that, "the overall compliance culture within Cayman is very strong, including the compliance culture related to AML (anti-money laundering) obligations."[20]

On May 4, 2009, United States President Barack Obama declared his intentions to curb the use of tax havens by multinational corporations. In his speech, he singled out the Cayman Islands as a tax shelter.[21] The next day, the Cayman Island Financial Services Association submitted an open letter to the President detailing The Caymans' role in international finance and its value to the US financial system.[22]


Rich tycoons really know where to hide their money. brows.gif


ngwei2402
post Feb 23 2010, 04:16 PM

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saw the moment wb suddenly drop to 0.91 but no money to queue it
wtf....juz few sec saw a lot of ppl queue at 0.91-0.92
dunno got ppl wanna throw or not~

dunhav annoucement for dividend also
suddenly the dif between mother n son become 1.25

This post has been edited by ngwei2402: Feb 23 2010, 04:18 PM
TSdarkknight81
post Feb 24 2010, 09:36 AM

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Have one question here:

Let say ytlpower IPP license was being discontinued by tenaga. What will happened to the power plant? Sell to TENAGA ? Scrapped?

The way i look at it YTLPOWER will be the first license to be discontinued from tenaga as it is the first IPP in MALAYSIA.


http://www.gurufocus.com/news.php?id=85400

Recently WB and Soros has invested on Republic service a solid waste company with P/E ratio of 19 times.

This post has been edited by darkknight81: Feb 24 2010, 10:00 AM
calmwater
post Feb 24 2010, 10:13 AM

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QUOTE(darkknight81 @ Feb 23 2010, 09:36 PM)
Have one question here:

Let say ytlpower IPP license was being discontinued by tenaga. What will happened to the power plant? Sell to TENAGA ? Scrapped?

The way i look at it YTLPOWER will be the first license to be discontinued from tenaga as it is the first IPP in MALAYSIA.
If there is a renewal it could be after the next election. I don't think gov't will renew before that because opposition likely to make lot of noise. The first IPP by YTLPOWR is also the most criticised and always used as an example of a lopsided deal. tongue.gif

But who will be in control? BN or Pakatan ?

Still too early to speculate.

If not renewed can either be sold to a poor country like Bangladesh or become a museum piece. laugh.gif

This post has been edited by calmwater: Feb 24 2010, 10:15 AM
TSdarkknight81
post Feb 24 2010, 11:00 AM

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QUOTE(calmwater @ Feb 24 2010, 11:13 AM)
If there is a renewal it could be after the next election. I don't think gov't will renew before that because opposition likely to make lot of noise. The first IPP by YTLPOWR is also the most criticised and always used as an example of a lopsided deal. tongue.gif

But who will be in control? BN or Pakatan ?

Still too early to speculate.

If not renewed can either be sold to a poor country like Bangladesh or become a museum piece. laugh.gif
*
But my worry now is that 90% the PPA for YTLPOWER cannot be continued as tenaga was trying to build two more hydro power plant at kelantan recently and also they might get from cheaper source from SARAWAK ENERGY if possible as SARAWAK will be a new power house on hydro power in time to come.

As what you said the opposition has made a lot of noise on the PPA so i believe most likely the PPA for YTLPOWER will be discontinued.

Therefore, i would like to know either the plant will be scrapped off or selll back to tenaga? notworthy.gif

This post has been edited by darkknight81: Feb 24 2010, 11:02 AM
ngwei2402
post Feb 24 2010, 11:15 AM

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anyway, dun care
follow my old plan
queueing at 0.93 now...haha~
calmwater
post Feb 24 2010, 11:32 AM

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QUOTE(darkknight81 @ Feb 23 2010, 11:00 PM)
But my worry now is that 90% the PPA for YTLPOWER cannot be continued as tenaga was trying to build two more hydro power plant at kelantan recently and also they might get from cheaper source from SARAWAK ENERGY if possible as SARAWAK will be a new power house on hydro power in time to come.

As what you said the opposition has made a lot of noise on the PPA so i believe most likely the PPA for YTLPOWER will be discontinued.

Therefore, i would like to know either the plant will be scrapped off or selll back to tenaga?  notworthy.gif
*
Those hydro plants are usually quite small + they are far off from johor and Terengganu.

As for Bakun I personally think the submarine cable idea is too expensive, the gov't is always coming up with all sorts of stories about this consortium and that consortium going to implement the cable laying. yawn.gif yawn.gif yawn.gif

It won't happen!!! laugh.gif

So don't worry YTLPOWR surely will continue to operate the power plants in Malaysia, maybe even bigger ones than before. Just need to wait for the right timing for approval. icon_rolleyes.gif
ngwei2402
post Feb 24 2010, 12:31 PM

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y nobody want to sell to me~~~~~~
dun force me get seller price terus lo~~~
TSdarkknight81
post Feb 24 2010, 03:16 PM

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QUOTE(calmwater @ Feb 24 2010, 12:32 PM)
Those hydro plants are usually quite small + they are far off from johor and Terengganu.

As for Bakun I personally think the submarine cable idea is too expensive, the gov't is always coming up with all sorts of stories about this consortium and that consortium going to implement the cable laying.  yawn.gif  yawn.gif  yawn.gif

It won't happen!!! laugh.gif

So don't worry YTLPOWR surely will continue to operate the power plants in Malaysia, maybe even bigger ones than before. Just need to wait for the right timing for approval. icon_rolleyes.gif
*
Lol you always have confident on YTLPOWER rclxms.gif

Your warrant B earn you a lot already ya tongue.gif I sold off too early at around 70 cents that time.

You are right, actually i think the undersea cable project chances are quite thin but how about HYDRO or NUCLEAR PLANT AT WEST MALAYSIA?

For nuclear plant the main concern will be on the disposal of nuclear waste i believe.



This post has been edited by darkknight81: Feb 24 2010, 03:33 PM
calmwater
post Feb 24 2010, 09:15 PM

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QUOTE(darkknight81 @ Feb 24 2010, 03:16 AM)
Lol you always have confident on YTLPOWER rclxms.gif

Your warrant B earn you a lot already ya  tongue.gif I sold off too early at around 70 cents that time.

You are right, actually i think the undersea cable project chances are quite thin but how about HYDRO or NUCLEAR PLANT AT WEST MALAYSIA?

For nuclear plant the main concern will be on the disposal of nuclear waste i believe.
*
My average price for WB @ 0.93 , made some during Christmas but now kosong lor sweat.gif

Did shift a large part to BTOTO, so far no ang pau yet. Maybe mid march. hopefully.

West Malaysia is facing a water crisis and need to undergo massive peninsula wide restructuring but Selangor gov't playing political games, Najib very frustrated. vmad.gif

Not much available for Hydro Electric production, except some small dams here and there mostly in ulu areas.

Nuclear plant in an Islamic country?? Look at Iran. They claim it is for safe use (power generation) , but U.S. want to taruh them. laugh.gif

The best bet in my view for West Malaysia is gas powered power plants. Why? Because gas prices are quite low now and (over supply situation) we are in the part of the world with largest natural gas production- Indonesia is largest exporter.
Power Seraya will get it's gas for new power plant from Indonesia. If malaysia could use some of it's own + have a long term agreement with indonesia, we can have a good solution for power generation for the next few decades.

As petroleum prices are expected to go up in the coming years, natural gas might be the only way to go.

YTLPOWR with it's experience in new gas fired co-gen plant at power seraya can provide very good solutions for future power needs in Malaysia, but not so soon as we still have over capacity, at present about 40%. Maybe no need for new power plants for next few years.

Just my 2 cents. notworthy.gif

This post has been edited by calmwater: Feb 24 2010, 09:32 PM
TSdarkknight81
post Feb 24 2010, 09:32 PM

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QUOTE(calmwater @ Feb 24 2010, 10:15 PM)
West Malaysia is facing a water crisis and need to undergo massive peninsula wide restructuring but Selangor gov't playing political games, Najib very frustrated. vmad.gif

Not much available for Hydro Electric production, except some small dams here and there mostly in ulu areas.

Nuclear plant in an Islamic country?? Look at Iran. They claim it is for safe use (power generation) , but U.S. want to taruh them. laugh.gif

The best bet in my view for West Malaysia is gas powered power plants. Why? Because gas prices are quite low now and (over supply situation) we are in the part of the world with largest natural gas production- Indonesia is largest exporter.
Power Seraya will get it's gas for new power plant from Indonesia. If malaysia could use some of it's own + have a long term agreement with indonesia, we can have a good solution for power generation for the next few decades.

As petroleum prices are expected to go up in the coming years, natural gas might be the only way to go.

Just my 2 cents. notworthy.gif
*
You got the point there on the nuclear power plant nod.gif


omg528
post Feb 24 2010, 10:04 PM

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bro,if ytlpower and gensingapore for u to choose..
which will u prefer the most?hehe~~~

currently considering these 2 for long term hold~
calmwater
post Feb 25 2010, 04:25 AM

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QUOTE(omg528 @ Feb 24 2010, 10:04 AM)
bro,if ytlpower and gensingapore for u to choose..
which will u prefer the most?hehe~~~

currently considering these 2 for long term hold~
*
Gensingapore? What is that? rclxub.gif
TSdarkknight81
post Feb 25 2010, 08:02 AM

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QUOTE(calmwater @ Feb 25 2010, 05:25 AM)
Gensingapore? What is that? rclxub.gif
*
i think he meant genting singapore


Added on February 25, 2010, 8:06 am
QUOTE(calmwater @ Feb 25 2010, 05:25 AM)
Gensingapore? What is that? rclxub.gif
*
i think he meant genting singapore

This post has been edited by darkknight81: Feb 25 2010, 08:06 AM
omg528
post Feb 25 2010, 09:47 AM

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yeap...considering these 2 counter...hehe~
calmwater
post Feb 25 2010, 10:10 AM

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QUOTE(omg528 @ Feb 24 2010, 09:47 PM)
yeap...considering these 2 counter...hehe~
*
Genting is down 15% since casino opened for business recently. Why?

(i) Could be it was pushed up too high ever since they got the casino license.

(ii) Singaporeans have to pay s$100 per visit to enter the casino. They want Genting to make money from foreigners and not from singaporeans. shakehead.gif

(ii) For now it is the only casino, what will happen when their rival Vegas Sands opens for business on April 27th. shakehead.gif

For the above reasons I won't touch Genting Singapore.
TSdarkknight81
post Feb 25 2010, 10:16 AM

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Genting Singapore is the most expensive Casino stock.
htt
post Feb 25 2010, 10:20 AM

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QUOTE(omg528 @ Feb 25 2010, 09:47 AM)
yeap...considering these 2 counter...hehe~
*
Like that like compare apple to durian leh...
but I would rather take YTLP, or Genting Bhd. Genting Singapore is last in my list, unless the price really attractive.
omg528
post Feb 25 2010, 10:30 AM

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actually i'm in considering to invest in high div counter...
but all seems like quite expensive d..

CSCSTEEL RM1.67
ZHULIAN RM2.01
YTLPWR RM2.15
BJTOTO RM4.23
MPHB RM1.94


Well...BJTOTO is out of my list since it is too expensive for me..
how abt MPHB and YLTPOWER?....cscteel is also not a bad choice...
TSdarkknight81
post Feb 25 2010, 10:39 AM

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Each an every stocks have their own strength and weaknesses. You have to make your own decision.

I believe the power demand will climb once the 2 casinos start their operations. Therefore, power seraya have 2 combine cycle plants going to commission this year.

This post has been edited by darkknight81: Feb 25 2010, 10:41 AM
mopster
post Feb 25 2010, 08:14 PM

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Hello fellow YTLP shareholders... congrats for the 3.75divvy rclxms.gif

I'm reading through the report and from A7, Segment Reporting seems like all the revenues from various businesses have doubled compared to the previous qtr. Is there anything unusual that we should note here ? I mean uhm, power consumption suddenly spiked during the last 3 months ? hmm.gif

plz advice if i have left out anything important.. notworthy.gif


espree
post Feb 25 2010, 08:41 PM

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Company Name :YTL POWER INTERNATIONAL BHD
Date Announced :25/02/2010
EX-date :15/03/2010
Entitlement subject :Second interim dividend
Entitlement in percentage (%) :7.5
skiddtrader
post Feb 25 2010, 08:45 PM

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QUOTE(mopster @ Feb 25 2010, 08:14 PM)
Hello fellow YTLP shareholders... congrats for the 3.75divvy rclxms.gif

I'm reading through the report and from A7, Segment Reporting seems like all the revenues from various businesses have doubled compared to the previous qtr. Is there anything unusual that we should note here ? I mean uhm, power consumption suddenly spiked during the last 3 months ?  hmm.gif

plz advice if i have left out anything important..  notworthy.gif
*
I assume you are talking about section A7 on the report under segmental reporting. It's not double, rather the sum shown is the accumulated value over 6 months.


rayloo
post Feb 25 2010, 08:53 PM

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Did not mention 7.5% liable to taxation, I assume is tax-free.
skiddtrader
post Feb 25 2010, 09:01 PM

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QUOTE(rayloo @ Feb 25 2010, 08:53 PM)
Did not mention 7.5% liable to taxation, I assume is tax-free.
*
Yeah it's single tier, meaning taxed at company level.
jasontoh
post Feb 25 2010, 09:33 PM

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Another round of divvy masuk pocket biggrin.gif
omg528
post Feb 25 2010, 09:45 PM

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QUOTE(espree @ Feb 25 2010, 08:41 PM)
Company Name :YTL POWER INTERNATIONAL BHD 
Date Announced :25/02/2010 
EX-date :15/03/2010
Entitlement subject :Second interim dividend
Entitlement in percentage (%) :7.5
*
bro, it mean when exdate on 15 march...the price will drop?
mopster
post Feb 25 2010, 09:49 PM

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QUOTE(skiddtrader @ Feb 25 2010, 08:45 PM)
I assume you are talking about section A7 on the report under segmental reporting. It's not double, rather the sum shown is the accumulated value over 6 months.
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ohhh ic... got it... tyvm notworthy.gif notworthy.gif

QUOTE(omg528 @ Feb 25 2010, 09:45 PM)
bro, it mean when exdate on 15 march...the price will drop?
*
yup, opening will be 14th March price - 3.75c

This post has been edited by mopster: Feb 25 2010, 09:51 PM
de.crystal
post Feb 25 2010, 09:56 PM

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1. what is the good price to buy?
2. if i buy before 15.3, am i still entitled for the dividend?
3. Is it worth to buy at a high price just for the dividend? as price will surely fall once the distribution is over.#
4. if i buy 1000 unit, how much am dividend am i entitled for?
cheers.
jasontoh
post Feb 25 2010, 09:58 PM

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QUOTE(de.crystal @ Feb 25 2010, 09:56 PM)
1. what is the good price to buy?
2. if i buy before 15.3, am i still entitled for the dividend?
3. Is it worth to buy at a high price just for the dividend? as price will surely fall once the distribution is over.#
4. if i buy 1000 unit, how much am dividend am i entitled for?
cheers.
*
1. any price, IMO
2. yes
3. long term holding, dun care as even the current price it is still giving 6% DY + capital appreciation
4. 37.50
skiddtrader
post Feb 25 2010, 10:38 PM

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QUOTE(de.crystal @ Feb 25 2010, 09:56 PM)
1. what is the good price to buy?
2. if i buy before 15.3, am i still entitled for the dividend?
3. Is it worth to buy at a high price just for the dividend? as price will surely fall once the distribution is over.#
4. if i buy 1000 unit, how much am dividend am i entitled for?
cheers.
*
1. Anything below RM2.10 IMO.
2. Yes
3. Nope, not worth to buy just for dividend as the price will be inflated after a dividend announcement. Buy after dividend when the hype is over if you plan a long term investment. Then let it sleep as you collect every quarter.
4. RM37.50



de.crystal
post Feb 25 2010, 10:41 PM

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QUOTE(skiddtrader @ Feb 25 2010, 10:38 PM)
1. Anything below RM2.10 IMO.
2. Yes
3. Nope, not worth to buy just for dividend as the price will be inflated after a dividend announcement. Buy after dividend when the hype is over if you plan a long term investment. Then let it sleep as you collect every quarter.
4. RM37.50
*
what does IMO mean?

how long do i have to wait for the price to be stable after the announcement of dividend?
skiddtrader
post Feb 25 2010, 10:51 PM

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QUOTE(de.crystal @ Feb 25 2010, 10:41 PM)
what does IMO mean?

how long do i have to wait for the price to be stable after the announcement of dividend?
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IMO = In My Opinion

Really don't know the answer to that question. All depends on market.
mok thye yee
post Feb 26 2010, 09:21 AM

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QUOTE(de.crystal @ Feb 25 2010, 11:41 PM)


how long do i have to wait for the price to be stable after the announcement of dividend?
*
the price of YTLPOWR is stable all year long, very low beta.

the div is RM 0.0375 per share. the effect is not so obvious, as it is more or less like the daily moving range dy (max-min).

YTLPOWR is for stable div and good management, any upside (capital appreciation) will depends on Francis WiMAX venture or any other new utilities project acquired.

If u are looking for long term (5 years and above) u can buy anytime, buy more if the price dropped due to overall markter downtrend.

If u are short term player, forget about YTLPOWR.
EddyHyip
post Feb 26 2010, 12:12 PM

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In average, investing in YTL does give good appreciation?
if average divident is 0.0037 per share, it's better than keeping in fd right now...
skiddtrader
post Feb 26 2010, 12:18 PM

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QUOTE(EddyHyip @ Feb 26 2010, 12:12 PM)
In average, investing in YTL does give good appreciation?
if average divident is 0.0037 per share, it's better than keeping in fd right now...
*
So far in terms of capital appreciation, its minimal. Dividend has been consistent though.
p4n6
post Feb 26 2010, 12:18 PM

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The dividend is every quarter or annually?

I saw some people mention 7.5% and some mention 0.0037 per share. Is it the same?
skiddtrader
post Feb 26 2010, 12:20 PM

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QUOTE(p4n6 @ Feb 26 2010, 12:18 PM)
The dividend is every quarter or annually?

I saw some people mention 7.5% and some mention 0.0037 per share. Is it the same?
*
Almost every quarter, I believe 3rd quarter there is no dividend.

7.5% is based on par value, which comes to 0.0375 sens a share.
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post Feb 26 2010, 01:07 PM

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QUOTE(skiddtrader @ Feb 26 2010, 12:20 PM)
Almost every quarter, I believe 3rd quarter there is no dividend.

7.5% is based on par value, which comes to 0.0375 sens a share.
*
But Q4 got 2x div
mok thye yee
post Feb 26 2010, 01:52 PM

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for CY 2009, YTLPOWR single tier div payment record.

(1) 20 Jan 09 : 7.5%
(2) 26 Mac 09 : 7.5%
(3) 16 Jul 09 : 7.5%
(4) 24 Dec 09 : 3.75%

for CY 2010, the Jan and Mac one oledi got, so the expection now is getting the same for Jul and Dec, any upside suprise will be YTLPOWR giving a 7.5% for Dec one

This post has been edited by mok thye yee: Feb 26 2010, 05:10 PM
sohkeong
post Feb 26 2010, 05:22 PM

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anyway, good dividend payment...just that their share price hardly moving only..
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post Feb 26 2010, 10:18 PM

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QUOTE(sohkeong @ Feb 26 2010, 06:22 PM)
anyway, good dividend payment...just that their share price hardly moving only..
*
It is very difficult to "move" YTLPOWR price, and i dun see any good reason that YTLPOWR price sud be moving here and there ......

To move the price down, if there is any earning deterioration or external factor. YTLPOWR utilities business is fairly stable and supported with long term concession, so unless mgmt screw up, it will not move down. for this francis deserve a rclxms.gif .

So, as a long term investor, i just hv to wait for external factor to move the market down and do the shopping

To move the price up, u need earning enhancing asset purchased. After the singapore power plant purchase, no more purchase made by YTLPOWR. another rclxms.gif for francis, all his purchase for YTLPOWR (Wessex, Electranet and Seraya) proven to be a good buy, due to his prudent management style, pls dun expect him to buy this and that everynow and than.

Another point to note is that there is a big chunk of super long term warrant for YTLPOWR (WA and WB), these will buffer any big upside move oso.

The next think to be carefully watch out for YTLPOWR is the WiMAX business, i do not agree with is delayed nation wide approach as we can see his competitor oledi potong like hot cake, but i hope he prove me wrong so that my investment in YTLPOWR can increase in value......

A BIG TQ to francis........... (for all the div and share div)


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post Feb 27 2010, 07:48 AM

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QUOTE(mok thye yee @ Feb 26 2010, 02:52 PM)
for CY 2009, YTLPOWR single tier div payment record.

(1) 20 Jan 09 : 7.5%
(2) 26 Mac 09 : 7.5%
(3) 16 Jul 09 : 7.5%
(4) 24 Dec 09 : 3.75%

for CY 2010, the Jan and Mac one oledi got, so the expection now is getting the same for Jul and Dec, any upside suprise will be YTLPOWR giving a 7.5% for Dec one
*
If i not wrong actually YTLPOWER are going to distribute 7.5% every quarter. However, for Dec last year WESSEX WATER and other water utilities companies were being taxed by the british government due to the ABOLITION of IBA. Therefore, the dividend of that quarters are being halfed.


Added on February 27, 2010, 7:55 am
QUOTE(mok thye yee @ Feb 26 2010, 11:18 PM)
It is very difficult to "move" YTLPOWR price, and i dun see any good reason that YTLPOWR price sud be moving here and there ......

To move the price down, if there is any earning deterioration or external factor. YTLPOWR utilities business is fairly stable and supported with long term concession, so unless mgmt screw up, it will not move down. for this francis deserve a  rclxms.gif .

So, as a long term investor, i just hv to wait for external factor to move the market down and do the shopping

To move the price up, u need earning enhancing asset purchased. After the singapore power plant purchase, no more purchase made by YTLPOWR. another  rclxms.gif for francis, all his purchase for YTLPOWR (Wessex, Electranet and Seraya) proven to be a good buy, due to his prudent management style, pls dun expect him to buy this and that everynow and than.

Another point to note is that there is a big chunk of super long term warrant for YTLPOWR (WA and WB), these will buffer any big upside move oso.

The next think to be carefully watch out for YTLPOWR is the WiMAX business, i do not agree with is delayed nation wide approach as we can see his competitor oledi potong like hot cake, but i hope he prove me wrong so that my investment in YTLPOWR can increase in value......

A BIG TQ to francis........... (for all the div and share div)
*
UTILITIES business are highly regulated so you cannot expect and price fluctuation unless due to factors below:

1. Change of any tax law
2. Currency like Pound or singapore dollar depreciate further.

Besides, we hardly can see the share price trend downwards.

For your information before acquisition of WESSEX WATER during 2002 , ytl power EPS was around 7 - 8 cents.

You can see the EPS surge to around 19 which is more 100% growth after the acquisition of WESSEX WATER.

But i believe we can no more expect that type of EPS growth in future as before 2002 ytl power is at smaller size compare to now.

So any big acquisition will boost the EPS SIGNIFICANTLY. Besides, Francis Yeoh bought wessex water at big discount from Enron which we don expect it will happened again.


This post has been edited by darkknight81: Feb 27 2010, 07:55 AM
skiddtrader
post Feb 27 2010, 08:15 AM

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If we look at the figures in the latest quarter, Power Seraya is now contributing significantly. Compared to last quarter it only made RM59mil which is half of what we expect, this quarter it is reported that they made RM128 mil which is more in line with expectations.

As some of you YTLPOWER fans know, we calculated that Power Seraya may contribute as much as RM400 mil per year to YTLPOWER net profit. RM128 mil a quarter is a really a fantastic performance for Power Seraya. If they keep this up, we might see an EPS improvement of at least 30%. In other words, stock price have some room for improvement.
EddyHyip
post Feb 27 2010, 08:28 AM

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may i ask... why ytl power share drop around 1st week of feb this year?


TSdarkknight81
post Feb 27 2010, 11:26 AM

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QUOTE(EddyHyip @ Feb 27 2010, 09:28 AM)
may i ask... why ytl power share drop around 1st week of feb this year?
*
New shares listed.


Added on February 27, 2010, 11:31 am
QUOTE(skiddtrader @ Feb 27 2010, 09:15 AM)
If we look at the figures in the latest quarter, Power Seraya is now contributing significantly. Compared to last quarter it only made RM59mil which is half of what we expect, this quarter it is reported that they made RM128 mil which is more in line with expectations.

As some of you YTLPOWER fans know, we calculated that Power Seraya may contribute as much as RM400 mil per year to YTLPOWER net profit. RM128 mil a quarter is a really a fantastic performance for Power Seraya. If they keep this up, we might see an EPS improvement of at least 30%. In other words, stock price have some room for improvement.
*
Thanks Skidd,

Mind to share from where you got the RM 128 MILLION contribution from power seraya. From what i can see is RM 188 MILLION PROFIT BEFORE TAXATION CONTRIBUTED by POWER SERAYA. Comparing with prvevious quarters of RM 60 MILLION. It is almost 200% increase !!! ohmy.gif

This post has been edited by darkknight81: Feb 27 2010, 12:00 PM
skiddtrader
post Feb 27 2010, 01:09 PM

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QUOTE(darkknight81 @ Feb 27 2010, 11:26 AM)
New shares listed.


Added on February 27, 2010, 11:31 am

Thanks Skidd,

Mind to share from where you got the RM 128 MILLION contribution from power seraya. From what i can see is RM 188 MILLION PROFIT BEFORE TAXATION CONTRIBUTED by POWER SERAYA. Comparing with prvevious quarters of RM 60 MILLION. It is almost 200% increase !!!  ohmy.gif
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RM188 mil is the accumulated value which includes last quarters RM59 mil. Thus this quarter it contributes about RM128 mil. All the values are not quarterly but year to date, thus values are sometimes 2 times of last quarters value simply because it adds to it. So its more like 116% increase.
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post Feb 27 2010, 07:40 PM

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QUOTE(skiddtrader @ Feb 27 2010, 02:09 PM)
RM188 mil is the accumulated value which includes last quarters RM59 mil. Thus this quarter it contributes about RM128 mil. All the values are not quarterly but year to date, thus values are sometimes 2 times of last quarters value simply because it adds to it. So its more like 116% increase.
*
Sorry my mistake notworthy.gif


calmwater
post Mar 1 2010, 10:07 AM

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Something does not seem right with YTLPOWR. Could be the POUND. I dont like what I see. Sold all my stock today. Good luck to everyone.
skiddtrader
post Mar 1 2010, 10:12 AM

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QUOTE(calmwater @ Mar 1 2010, 10:07 AM)
Something does not seem right with YTLPOWR. Could be the POUND. I dont like what I see. Sold all my stock today. Good luck to everyone.
*
Calm, can share what is it that spooked you? blink.gif
TSdarkknight81
post Mar 1 2010, 10:35 AM

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QUOTE(calmwater @ Mar 1 2010, 11:07 AM)
Something does not seem right with YTLPOWR. Could be the POUND. I dont like what I see. Sold all my stock today. Good luck to everyone.
*
From the report or the pound? What i can see for this quarters is the revenue from wessex increases however the profit before tax decrease.

This post has been edited by darkknight81: Mar 1 2010, 10:36 AM
calmwater
post Mar 1 2010, 10:52 AM

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QUOTE(skiddtrader @ Feb 28 2010, 10:12 PM)
Calm, can share what is it that spooked you?  blink.gif
*
Past few weeks GBP has been falling, falling and falling. BNM on the other hand may raise interest rates March 04(analyst are expecting due to better economic numbers). If that happens the fall of the pound may accelerate and go below 1:5

Live rates at 2010.03.01 02:55:03 UTC
1.00 GBP = 5.14299 MYR
United Kingdom Pounds Malaysia Ringgits
1 GBP = 5.14299 MYR 1 MYR = 0.194439 GBP


As for Bank of England rate decision on March 04 as well, may see them leave their rates as unchanged due to poor economic condition, lagging the U.S. and Euro countries in recovery.

To play safe as upside seems limited, liquidate and take a break.

My moves are sometimes quite drastic. laugh.gif

This post has been edited by calmwater: Mar 1 2010, 10:57 AM
TSdarkknight81
post Mar 1 2010, 11:10 AM

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QUOTE(calmwater @ Mar 1 2010, 11:52 AM)
Past few weeks GBP has been falling, falling and falling. BNM on the other hand may raise interest rates March 04(analyst are expecting due to better economic numbers). If that happens the fall of the pound may accelerate and go below 1:5

Live rates at 2010.03.01 02:55:03 UTC
1.00 GBP = 5.14299 MYR
United Kingdom Pounds    Malaysia Ringgits 
1 GBP = 5.14299 MYR  1 MYR = 0.194439 GBP
As for Bank of England rate decision on March 04 as well, may see them leave their rates as unchanged due to poor economic condition, lagging the U.S. and Euro countries in recovery.

To play safe as upside seems limited, liquidate and take a break.

My moves are sometimes quite drastic. laugh.gif
*
This is my major concern too but you have to remember Pound is one of the 4 major reserve currency. So it is unlikely that pound will decrease much further as i believe it might reached it bottom already.

How many % BNM can raise this time? I believe the most will be only 25 basis point as malaysia is export dependent which it cannot afford to strengthen its currency too much with respect to the reserve currency especially.

For your information, YTLPOWER holding 8 billion cash in hand and 2 billion more on the unconverted warrants. So it total up to RM 10 BILLION cash in hand.

You might be right but for me i would rather hold my position.
fryguy14us
post Mar 1 2010, 11:13 AM

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i bought at 2.18 ???!!!! stupid move.....now have to wait for more then 2.22
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post Mar 1 2010, 04:37 PM

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Base on current EPS of around 4 cents. YTL POWER is trading at PE of around 14 times. I would say it futures growth will very much depends on how prudent Francis Yeoh utilize the 8 billion cash on future acquisition. As we can see base on 16 cents EPS per annum basically it is almost paying 100% or more from their earnings.

For POWER SERAYA CASE, it will contribute around 400 million per annum to ytlpower in terms of net profit base on projection. But refer on the past 2 quarterly report the sum up of profit before taxation was only 188 million only from seraya instead of 200 million and it is profit before taxation somemore.
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post Mar 1 2010, 08:16 PM

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QUOTE(darkknight81 @ Mar 1 2010, 04:37 PM)
Base on current EPS of around 4 cents. YTL POWER is trading at PE of around 14 times. I would say it futures growth will very much depends on how prudent Francis Yeoh utilize the 8 billion cash on future acquisition. As we can see base on 16 cents EPS per annum basically it is almost paying 100% or more from their earnings.

For POWER SERAYA CASE, it will contribute around 400 million per annum to ytlpower in terms of net profit base on projection. But refer on the past 2 quarterly report the sum up of profit before taxation was only 188 million only from seraya instead of 200 million and it is profit before taxation somemore.
*
If EPS 4c can maintain, meaning it hit my expectation. There is no reason why I am selling it at the moment. Let's see how next Q will perform.
Btw, KPJ rebounded within my prediction, and another growth counter that I have in hand already up 17% within few days. Not bad for this Q

This post has been edited by jasontoh: Mar 1 2010, 08:17 PM
calmwater
post Mar 1 2010, 10:03 PM

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Seems like the pound is falling off a cliff.

Live rates at 2010.03.01 14:00:03 UTC
1.00 GBP = 5.05152 MYR
United Kingdom Pounds Malaysia Ringgits
1 GBP = 5.05152 MYR 1 MYR = 0.197960 GBP

skiddtrader
post Mar 1 2010, 10:05 PM

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QUOTE(darkknight81 @ Mar 1 2010, 04:37 PM)
Base on current EPS of around 4 cents. YTL POWER is trading at PE of around 14 times. I would say it futures growth will very much depends on how prudent Francis Yeoh utilize the 8 billion cash on future acquisition. As we can see base on 16 cents EPS per annum basically it is almost paying 100% or more from their earnings.

For POWER SERAYA CASE, it will contribute around 400 million per annum to ytlpower in terms of net profit base on projection. But refer on the past 2 quarterly report the sum up of profit before taxation was only 188 million only from seraya instead of 200 million and it is profit before taxation somemore.
*
I'll share something I intepreted from the report.

The EPS this quarter is not very accurate. Mainly because the 750 mil shares converted from the WA in the last quarter is not fully represented in the report. It only shows 350 mil shares added to the overall share outstanding which allow the EPS to show a 10% increase. However if you add the balance 400 mil shares, the EPS will be diluted to 3.77 sens per share which is lower than previous quarter.

NTA did increase though as they rake in the cash from the last batch of WA conversions, almost RM900 mil of cash acquired from the shareholders in the last quarter.

This post has been edited by skiddtrader: Mar 1 2010, 10:05 PM
jasontoh
post Mar 1 2010, 10:12 PM

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QUOTE(skiddtrader @ Mar 1 2010, 10:05 PM)
I'll share something I intepreted from the report.

The EPS this quarter is not very accurate. Mainly because the 750 mil shares converted from the WA in the last quarter is not fully represented in the report. It only shows 350 mil shares added to the overall share outstanding which allow the EPS to show a 10% increase. However if you add the balance 400 mil shares, the EPS will be diluted to 3.77 sens per share which is lower than previous quarter.

NTA did increase though as they rake in the cash from the last batch of WA conversions, almost RM900 mil of cash acquired from the shareholders in the last quarter.
*
Thanks for clarification. It means that YTLP Q-report just slightly under my expectation

This post has been edited by jasontoh: Mar 1 2010, 10:23 PM
TSdarkknight81
post Mar 2 2010, 08:08 AM

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QUOTE(skiddtrader @ Mar 1 2010, 11:05 PM)
I'll share something I intepreted from the report.

The EPS this quarter is not very accurate. Mainly because the 750 mil shares converted from the WA in the last quarter is not fully represented in the report. It only shows 350 mil shares added to the overall share outstanding which allow the EPS to show a 10% increase. However if you add the balance 400 mil shares, the EPS will be diluted to 3.77 sens per share which is lower than previous quarter.

NTA did increase though as they rake in the cash from the last batch of WA conversions, almost RM900 mil of cash acquired from the shareholders in the last quarter.
*
Thanks a lot Skidd.

Don know you guys agree or not. Like what i said the EPS does not boost up much as we all know YTLPOWER business are highly regulated and conversion of warrant will dilute the EPS further but we still can accept that.

However, recent move of ytlpower into wimax eventhough not much $ pump into wimax yet at the moment but its still worry me. if wimax project failed....and we don know how much they are going to pump in yet....

There is one chinese proverb no matter how smart you are, you will make mistake too.. I am worry that Francis Yeoh made a wrong decision by venturing into wimax this time and we don know how much he is going to pump in yet....

But i am reluctant to sell off my ytlpower either as it might surge to RM 2.50 OR maybe higher if they acquired any utilities assets. But i have stop topping up any ytlpower shares since last quarters results was out.

The main catalyst for this counter will be the cash pile of RM 8 BILLLION and unconverted warrants worth 2 billion. Frankly speaking if without these 10 billion of cash pile i will sell off my ytlpower long ago

This post has been edited by darkknight81: Mar 2 2010, 08:13 AM
protonw
post Mar 2 2010, 02:17 PM

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Today price back to 2.22....after the last few days dips thumbup.gif
TSdarkknight81
post Mar 2 2010, 03:58 PM

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QUOTE(protonw @ Mar 2 2010, 03:17 PM)
Today price back to 2.22....after the last few days dips thumbup.gif
*
Yup slowly climb up indeed. The buying volume keep on increasing. If you really monitor this counter, ytlpower tends to release good news everytime its release its quarter report. So i am expecting some good news too this time tongue.gif

Besides my TWS started to climb already icon_rolleyes.gif declared 10 cents dividend.
protonw
post Mar 2 2010, 04:25 PM

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QUOTE(darkknight81 @ Mar 2 2010, 03:58 PM)
Yup slowly climb up indeed. The buying volume keep on increasing. If you really monitor this counter, ytlpower tends to release good news everytime its release its quarter report. So i am expecting some good news too this time  tongue.gif

Besides my TWS started to climb already icon_rolleyes.gif declared 10 cents dividend.
*
Wah, so fast go 3%+ dividend liao... thumbup.gif

This looks more like growth stock as well as dividend....

Wah, today YTLp big volume of sell and buy..... shocking.gif
TSdarkknight81
post Mar 3 2010, 03:56 PM

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YTLPOWER wake up liaw now trading around 2.24. One more good news ytlpower start their share buy backs recently.
jasontoh
post Mar 3 2010, 07:39 PM

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QUOTE(darkknight81 @ Mar 3 2010, 03:56 PM)
YTLPOWER wake up liaw now trading around 2.24. One more good news ytlpower start their share buy backs recently.
*
Share divvy coming soon? drool.gif drool.gif
TSdarkknight81
post Mar 3 2010, 07:57 PM

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QUOTE(jasontoh @ Mar 3 2010, 08:39 PM)
Share divvy coming soon?  drool.gif  drool.gif
*
But they bought not much only 50,000 shares. By the way the director yeoh soo min also bought some.
jasontoh
post Mar 4 2010, 10:39 PM

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Btw,when is the ex-date and the payment? Really looking forward to get all my divvy
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post Mar 5 2010, 07:51 AM

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QUOTE(jasontoh @ Mar 4 2010, 11:39 PM)
Btw,when is the ex-date and the payment? Really looking forward to get all my divvy
*
YTL Power declared a second single tier interim dividend of 7.5% per share for the financial year ending 30 June 2010. The book closure and payment dates for the dividend are 17 March 2010 and 31 March 2010, respectively.
Kamen Rider
post Mar 5 2010, 08:29 AM

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QUOTE(darkknight81 @ Mar 5 2010, 07:51 AM)
YTL Power declared a second single tier interim dividend of 7.5% per share for the financial year ending 30 June 2010. The book closure and payment dates for the dividend are 17 March 2010 and 31 March 2010, respectively.
*
Really miss the boat when YTL Power dipped lower at 2.15 in 2-3 weeks ago....

sad.gif
rayloo
post Mar 5 2010, 09:14 AM

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QUOTE(Kamen Rider @ Mar 5 2010, 08:29 AM)
Really miss the boat when YTL Power dipped lower at 2.15 in 2-3 weeks ago....

sad.gif
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That is why "Greed When People Fear, Fear When People Greed" is not easy, although many people know the phrase.


skiddtrader
post Mar 5 2010, 12:22 PM

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QUOTE(Kamen Rider @ Mar 5 2010, 08:29 AM)
Really miss the boat when YTL Power dipped lower at 2.15 in 2-3 weeks ago....

sad.gif
*
I think you'll get your chance again in a few weeks. Although YTLPOWER is slightly higher, there is always a chance of a dip again.
kochin
post Mar 5 2010, 01:48 PM

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QUOTE(darkknight81 @ Mar 5 2010, 07:51 AM)
YTL Power declared a second single tier interim dividend of 7.5% per share for the financial year ending 30 June 2010. The book closure and payment dates for the dividend are 17 March 2010 and 31 March 2010, respectively.
*
ex-date 15th March mah.
can sell on 15th.
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post Mar 5 2010, 03:47 PM

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QUOTE(kochin @ Mar 5 2010, 02:48 PM)
ex-date 15th March mah.
can sell on 15th.
*
I don sell my ytlpower wink.gif I keep on topping up since August 2008. My paper gain is around 40k including dividend for YTLPOWER so far

This post has been edited by darkknight81: Mar 5 2010, 03:48 PM
kochin
post Mar 5 2010, 05:16 PM

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QUOTE(darkknight81 @ Mar 5 2010, 03:47 PM)
I don sell my ytlpower  wink.gif  I keep on topping up since August 2008. My paper gain is around 40k including dividend for YTLPOWER so far
*
drool.gif drool.gif drool.gif
due to my limited budget, i only on board 2000 shares.
i promise to work hard and strive to achieve at least 30% of what you're holding in ytl-power!

40k, huh? assuming your % profit all this while at 20%, means you invested RM200k worth into ytl-p?
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post Mar 6 2010, 09:28 PM

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QUOTE(kochin @ Mar 5 2010, 05:16 PM)
drool.gif  drool.gif  drool.gif
due to my limited budget, i only on board 2000 shares.
i promise to work hard and strive to achieve at least 30% of what you're holding in ytl-power!

40k, huh? assuming your % profit all this while at 20%, means you invested RM200k worth into ytl-p?
*
Check back earlier posts, he has got more than it.. whistling.gif
skiddtrader
post Mar 6 2010, 10:14 PM

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QUOTE(protonw @ Mar 6 2010, 09:28 PM)
Check back earlier posts, he has got more than it.. whistling.gif
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Haha I think a lot of YTLPOWER's investors would like to have as much as darkknight. biggrin.gif
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post Mar 8 2010, 08:36 AM

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QUOTE(skiddtrader @ Mar 6 2010, 11:14 PM)
Haha I think a lot of YTLPOWER's investors would like to have as much as darkknight.  biggrin.gif
*
lol if compare with YTLP directors my holding is nothing at all sad.gif

My vision is holding 1,000,000 shares within 20 years time. I am still far from my target laugh.gif

We will never satisfy on what we are having. you will hope for more once you reached your target.

This post has been edited by darkknight81: Mar 8 2010, 08:51 AM
whizzer
post Mar 8 2010, 11:23 AM

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QUOTE(darkknight81 @ Mar 8 2010, 08:36 AM)
lol if compare with YTLP directors my holding is nothing at all  sad.gif

My vision is holding 1,000,000 shares within 20 years time. I am still far from my target  laugh.gif

We will never satisfy on what we are having. you will hope for more once you reached your target.
*
Question : What is the difference between a man with a million YTLPWR Shares and a man with 11 kids ?
Answer : The man with 11 kids has had enough ! biggrin.gif

This post has been edited by whizzer: Mar 8 2010, 11:23 AM
skiddtrader
post Mar 8 2010, 11:51 AM

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QUOTE(whizzer @ Mar 8 2010, 11:23 AM)
Question : What is the difference between a man with a million YTLPWR Shares and a man with 11 kids ?
Answer : The man with 11 kids has had enough ! biggrin.gif
*
Haha good one Whizzer!
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post Mar 8 2010, 02:08 PM

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QUOTE(darkknight81 @ Mar 8 2010, 08:36 AM)
lol if compare with YTLP directors my holding is nothing at all  sad.gif

My vision is holding 1,000,000 shares within 20 years time. I am still far from my target  laugh.gif

We will never satisfy on what we are having. you will hope for more once you reached your target.
*
you could form a investment holding company holding 1m YTLP share, 1m share is chicken fit. tongue.gif
protonw
post Mar 8 2010, 05:33 PM

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rclxm9.gif YTLp 2.30 liao, though there is big buyers and big sellers.... Some one is accumulating.... thumbup.gif

Darkknight, your paper gains must have increase a lot today! thumbup.gif

This post has been edited by protonw: Mar 8 2010, 05:41 PM
jack2
post Mar 8 2010, 11:56 PM

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QUOTE(darkknight81 @ Mar 8 2010, 08:36 AM)
lol if compare with YTLP directors my holding is nothing at all  sad.gif

My vision is holding 1,000,000 shares within 20 years time. I am still far from my target  laugh.gif

We will never satisfy on what we are having. you will hope for more once you reached your target.
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81 = 1981 = 29yo... why so kaya de? rolleyes.gif
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post Mar 9 2010, 01:21 AM

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QUOTE(jack2 @ Mar 8 2010, 11:56 PM)
81 = 1981 = 29yo... why so kaya de?  rolleyes.gif
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rclxub.gif rclxub.gif me........03, 2003, i'm 7 yo now reading "Finance, Business and Investment House " thread & soon to be banyak kaya, heheheh.. jk whistling.gif
TSdarkknight81
post Mar 9 2010, 07:58 AM

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QUOTE(protonw @ Mar 8 2010, 06:33 PM)
rclxm9.gif YTLp 2.30 liao, though there is big buyers and big sellers.... Some one is accumulating.... thumbup.gif

Darkknight, your paper gains must have increase a lot today!  thumbup.gif
*
lol nothing to be excited of. As what you mentioned mar there are up and down tongue.gif

Besides, i am not planning to sell off unless it reach more than 3.00 which is impossible at the moment

This post has been edited by darkknight81: Mar 9 2010, 07:59 AM
protonw
post Mar 10 2010, 06:54 AM

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QUOTE(darkknight81 @ Mar 9 2010, 07:58 AM)
lol nothing to be excited of. As what you mentioned mar there are up and down  tongue.gif

Besides, i am not planning to sell off unless it reach more than 3.00 which is impossible at the moment
*
By seeing the price up, not selling also happy mar....

I am also not selling. But at least happy to see my portfolio of this counter no more in red like it dropped just weeks or month ago. brows.gif
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QUOTE(protonw @ Mar 10 2010, 07:54 AM)
By seeing the price up, not selling also happy mar....

I am also not selling.  But at least happy to see my portfolio of this counter no more in red like it dropped just weeks or month ago.  brows.gif
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nod.gif
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post Mar 10 2010, 08:44 AM

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QUOTE(protonw @ Mar 10 2010, 06:54 AM)
By seeing the price up, not selling also happy mar....

I am also not selling.  But at least happy to see my portfolio of this counter no more in red like it dropped just weeks or month ago.  brows.gif
*
For me if it is a div counter, not to worry too much, especially if the yield is sustainable. Some of the times, in fact the stocks already breakeven at slightly lower than your ABP, because it has already given you bonus shares, div shares etc. So, as long as YTLP is giving >6% div yield of the current market price, then, I have no problem keeping it. I'm only happy if I realized the gain, not just by paper profit. If based on paper profit alone, some ppl might go from rclxm9.gif smile.gif sweat.gif sad.gif mad.gif vmad.gif
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post Mar 10 2010, 01:45 PM

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YTL Power's 13.3m new shares to list Thursday

KUALA LUMPUR: YTL POWER INTERNATIONAL BHD []'s additional 13.3 million new shares will be listed on Thursday, March 10.

A Bursa Malaysia Securities listing circular said on Wednesday 13.279 million new shares arose from the exchange of YTL Power Finance (Cayman) Ltd's five-year zero coupon guaranteed exchangeable bonds 2005/2010 into shares.

Another 22,000 new shares were issued under the employees' share option scheme.
---

the last bond conversion was November 23 2009, 1.2M shares

any opinion on this ?
i think the price can get hit back to 2.20 or lower....
In addition, the EPS will be diluted from this exercise, right ?

plz correct me if i'm wrong... notworthy.gif

This post has been edited by mopster: Mar 10 2010, 01:46 PM
TSdarkknight81
post Mar 10 2010, 02:29 PM

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QUOTE(mopster @ Mar 10 2010, 02:45 PM)
YTL Power's 13.3m new shares to list Thursday

KUALA LUMPUR: YTL POWER INTERNATIONAL BHD []'s additional 13.3 million new shares will be listed on Thursday, March 10.

A Bursa Malaysia Securities listing circular said on Wednesday 13.279 million new shares arose from the exchange of YTL Power Finance (Cayman) Ltd's five-year zero coupon guaranteed exchangeable bonds 2005/2010 into shares.

Another 22,000 new shares were issued under the employees' share option scheme.
---

the last bond conversion was November 23 2009, 1.2M shares

any opinion on this ?
i think the price can get hit back to 2.20 or lower....
In addition, the EPS will be diluted from this exercise, right ?

plz correct me if i'm wrong...  notworthy.gif
*
Yup definitely . Was thinking of want to sell off some and buy back later. But i am afraid that some good news might be on the pipeline....

See the high buying volumes i wonder something is up to hmm.gif

This post has been edited by darkknight81: Mar 10 2010, 02:38 PM
skiddtrader
post Mar 10 2010, 02:40 PM

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QUOTE(mopster @ Mar 10 2010, 01:45 PM)
YTL Power's 13.3m new shares to list Thursday

KUALA LUMPUR: YTL POWER INTERNATIONAL BHD []'s additional 13.3 million new shares will be listed on Thursday, March 10.

A Bursa Malaysia Securities listing circular said on Wednesday 13.279 million new shares arose from the exchange of YTL Power Finance (Cayman) Ltd's five-year zero coupon guaranteed exchangeable bonds 2005/2010 into shares.

Another 22,000 new shares were issued under the employees' share option scheme.
---

the last bond conversion was November 23 2009, 1.2M shares

any opinion on this ?
i think the price can get hit back to 2.20 or lower....
In addition, the EPS will be diluted from this exercise, right ?

plz correct me if i'm wrong...  notworthy.gif
*
Their total shares is almost 6.7 bil shares outstanding. 13 mil new shares is like a drop in the swimming pool. Don't worry, will have no effect whatsoever.
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post Mar 10 2010, 02:41 PM

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QUOTE(skiddtrader @ Mar 10 2010, 02:40 PM)
Their total shares is almost 6.7 bil shares outstanding. 13 mil new shares is like a drop in the swimming pool. Don't worry, will have no effect whatsoever.
*
Yeah. Last time I kena trap by selling off the WB, but still luckily that YTLP drop after that, then I pick up
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post Mar 10 2010, 02:44 PM

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QUOTE(skiddtrader @ Mar 10 2010, 03:40 PM)
Their total shares is almost 6.7 bil shares outstanding. 13 mil new shares is like a drop in the swimming pool. Don't worry, will have no effect whatsoever.
*
Skid any news on ytlpower? tongue.gif Why the buying volume so high hmm.gif
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post Mar 10 2010, 02:45 PM

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QUOTE(darkknight81 @ Mar 10 2010, 02:44 PM)
Skid any news on ytlpower?  tongue.gif Why the buying volume so high  hmm.gif
*
Share divvy on the way
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post Mar 10 2010, 02:46 PM

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QUOTE(skiddtrader @ Mar 10 2010, 03:40 PM)
Their total shares is almost 6.7 bil shares outstanding. 13 mil new shares is like a drop in the swimming pool. Don't worry, will have no effect whatsoever.
*
0.013/6.7 x 100% = 0.19 % only laugh.gif


Added on March 10, 2010, 2:47 pm
QUOTE(jasontoh @ Mar 10 2010, 03:45 PM)
Share divvy on the way
*
Not much treasury shares left. Lazy to find out the figure but i remember not much lar wink.gif So is impossible.

This post has been edited by darkknight81: Mar 10 2010, 02:47 PM
skiddtrader
post Mar 10 2010, 02:55 PM

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QUOTE(darkknight81 @ Mar 10 2010, 02:44 PM)
Skid any news on ytlpower?  tongue.gif Why the buying volume so high  hmm.gif
*
Really don't know. I only suspect its because their Power Seraya 800MW co-gen unit is already running from January, so this quarter will be seeing some contribution from it. But actually I was expecting YTLPOWER to drop even more due to GBP, was already planning to add bit more to make a round number for my holdings.


Added on March 10, 2010, 2:57 pm
QUOTE(darkknight81 @ Mar 10 2010, 02:46 PM)
0.013/6.7 x 100% = 0.19 % only  laugh.gif


Added on March 10, 2010, 2:47 pm

Not much treasury shares left. Lazy to find out the figure but i remember not much lar  wink.gif So is impossible.
*
They only have about 50+ mil shares as treasury at the moment, so it is unlikely.

This post has been edited by skiddtrader: Mar 10 2010, 02:57 PM
jasontoh
post Mar 10 2010, 02:58 PM

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QUOTE(darkknight81 @ Mar 10 2010, 02:46 PM)
0.013/6.7 x 100% = 0.19 % only  laugh.gif


Added on March 10, 2010, 2:47 pm

Not much treasury shares left. Lazy to find out the figure but i remember not much lar  wink.gif So is impossible.
*
They can give up odd number instead of 1 for 25.
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QUOTE(skiddtrader @ Mar 10 2010, 03:55 PM)
Really don't know. I only suspect its because their Power Seraya 800MW co-gen unit is already running from January, so this quarter will be seeing some contribution from it. But actually I was expecting YTLPOWER to drop even more due to GBP, was already planning to add bit more to make a round number for my holdings.
*
The 800MW i believe already factored in as it is an old news. So most probably is something else i believe. But the way i look at it... Why YTLPOWER don want to pay off their debts with their 8 billion cash pile instead of issuing new shares? Must be some acquisition coming soon.

I hope i am not wrong this time tongue.gif

By the way i stop topping up my ytlpower since last year.


Added on March 10, 2010, 3:04 pm
QUOTE(jasontoh @ Mar 10 2010, 03:58 PM)
They can give up odd number instead of 1 for 25.
*
According to Skid figure, we can get 1 share for every 134 shares we hold....Do you think it is possible?

This post has been edited by darkknight81: Mar 10 2010, 03:05 PM
skiddtrader
post Mar 10 2010, 03:13 PM

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QUOTE(darkknight81 @ Mar 10 2010, 03:00 PM)
The 800MW i believe already factored in as it is an old news. So most probably is something else i believe. But the way i look at it... Why YTLPOWER don want to pay off their debts with their 8 billion cash pile instead of issuing new shares? Must be some acquisition coming soon.
I think you are right about them paying debts. They have some expiring bonds soon this year so will need cash to settle those. Actually if they settle a lot of their interest bearing borrowings, their gearing will go down a lot but then who knows what they are planning with all the cash.


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post Mar 10 2010, 05:11 PM

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QUOTE(darkknight81 @ Mar 10 2010, 03:00 PM)
The 800MW i believe already factored in as it is an old news. So most probably is something else i believe. But the way i look at it... Why YTLPOWER don want to pay off their debts with their 8 billion cash pile instead of issuing new shares? Must be some acquisition coming soon.

I hope i am not wrong this time  tongue.gif

By the way i stop topping up my ytlpower since last year.


Added on March 10, 2010, 3:04 pm

According to Skid figure, we can get 1 share for every 134 shares we hold....Do you think it is possible?
*
Why not. In fact, now they already start buying back, I'm sure by AGM, this will be one agenda, and approved, YTLP reach 2.50, after ex 2.20 again biggrin.gif
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post Mar 10 2010, 05:15 PM

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QUOTE(jasontoh @ Mar 10 2010, 06:11 PM)
Why not. In fact, now they already start buying back, I'm sure by AGM, this will be one agenda, and approved, YTLP reach 2.50, after ex 2.20 again  biggrin.gif
*
their buy backs are in small quantities only. i don think they will use their cash on either reduce their borrowing or share buy back. They will look into new acquisition instead i believe.
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QUOTE(darkknight81 @ Mar 10 2010, 05:15 PM)
their buy backs are in small quantities only. i don think they will use their cash on either reduce their borrowing or share buy back. They will look into new acquisition instead i believe.
*
Bear in mind that YTLP is quite high price now. If they look into new acquisition, it is possible, they can release their treasury share to free up more cash.
calmwater
post Mar 10 2010, 09:37 PM

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As anticipated, the pound has gone below 1:5

Printed from the XE Universal Currency Converter at: www.xe.com/ucc

Live rates at 2010.03.10 13:28:03 UTC
1.00 GBP = 4.95987 MYR
United Kingdom Pounds Malaysia Ringgits
1 GBP = 4.95987 MYR 1 MYR = 0.201618 GBP


I am surprised YTLPOWR is @ 2.29, going up about 15 sen after announcement of 3.75 sen div.

If we look at the charts, YTLPOWR came down below 2.00 to as low as 1.70 in tandem with falling pound and then rose up with a rising pound.

It's current price movement seems unusual. I can only guess either some good news coming or some goreng activity till the obvious happens.

For the last quarter the conversion rate was 1:5.5

That's about 10% less profit contribution from Wessex for the next quarter results not to mention the asset value. Though the actual percentage will be known at end of March.

No plans to move in, not until the mother goes below 1.90.

This post has been edited by calmwater: Mar 10 2010, 09:45 PM
drsaleh
post Mar 11 2010, 07:40 AM

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previously YTLP goes down below rm2 only after the announcement of PPP windfall tax. subseq it rises up to where it is now
hopefully rise back to >2.6

TSdarkknight81
post Mar 11 2010, 08:29 AM

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QUOTE(calmwater @ Mar 10 2010, 10:37 PM)
As anticipated, the pound has gone below 1:5

Printed from the XE Universal Currency Converter at: www.xe.com/ucc
 
Live rates at 2010.03.10 13:28:03 UTC
1.00 GBP = 4.95987 MYR
United Kingdom Pounds    Malaysia Ringgits 
1 GBP = 4.95987 MYR   1 MYR = 0.201618 GBP
I am surprised YTLPOWR is @ 2.29, going up about 15 sen after announcement of 3.75 sen div.

If we look at the charts, YTLPOWR came down below 2.00 to as low as 1.70 in tandem with falling pound and then rose up with a rising pound.

It's current price movement seems unusual. I can only guess either some good news coming or some goreng activity till the obvious happens.

For the last quarter the conversion rate was 1:5.5

That's about 10% less profit contribution from Wessex for the next quarter results not to mention the asset value. Though the actual percentage will be known at end of March.

No plans to move in, not until the mother goes below 1.90.
*
Yes agree pound movement does impact YTLPOWER share price as almost 50% of the revenue was contributed by WESSEX WATER. nod.gif
However, last time YTLPOWER dipped below 1.70 was mainly due to IPP WINDFALL tax.

As i have mentioned earlier, the catalyst for YTLPOWER at the moment is the 8 billion cash together with unconverted warrants which total up to be RM 10 BILLION.

So, they can buy up any power plants or water treatment plant.....So we can only determine after the acquisition news come out.

My view is YTLPOWER share quite hard to speculate as i remember one of my frend bought at RM 1.80 AND he sold off at around 1.95 as he told me it is at the peak liaw...

This post has been edited by darkknight81: Mar 11 2010, 08:39 AM
jasontoh
post Mar 11 2010, 08:43 AM

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QUOTE(darkknight81 @ Mar 11 2010, 08:29 AM)
Yes agree pound movement does impact YTLPOWER share price as almost 50% of the revenue was contributed by WESSEX WATER.  nod.gif
However, last time YTLPOWER dipped below 1.70 was mainly due to IPP WINDFALL tax.

As i have mentioned earlier, the catalyst for YTLPOWER at the moment is the 8 billion cash together with unconverted warrants which total up to be RM 10 BILLION.

So, they can buy up any power plants or water treatment plant.....So we can only determine after the acquisition news come out.

My view is YTLPOWER share quite hard to speculate as i remember one of my frend bought at RM 1.80 AND he sold off at around 1.95 as he told me it is at the peak liaw...
*
Haha...same as another friend of mine telling me YTLP cannot move further as it has rally from 1.75 to 1.9x. Now he doh.gif
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QUOTE(jasontoh @ Mar 11 2010, 09:43 AM)
Haha...same as another friend of mine telling me YTLP cannot move further as it has rally from 1.75 to 1.9x. Now he  doh.gif
*
The story does not end here...My frend bought back at RM 2.15 doh.gif
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QUOTE(darkknight81 @ Mar 11 2010, 08:50 AM)
The story does not end here...My frend bought back at RM 2.15  doh.gif
*
Well, a lot of time is like this. I remember Sapcres was at 1.40 one time and my friend ask me to sell it because it has already rally 0.70 to 1.40, but he bought it at 2.x. I was like shocking.gif because that is when I start selling
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QUOTE(jasontoh @ Mar 11 2010, 09:52 AM)
Well, a lot of time is like this. I remember Sapcres was at 1.40 one time and my friend ask me to sell it because it has already rally 0.70 to 1.40, but he bought it at 2.x. I was like  shocking.gif because that is when I start selling
*
But don get me wrong too. I stopped buying ytlpower since last year. At the moment i just keep neutral on this counter.
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post Mar 15 2010, 03:19 AM

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So was this the reason for the recent price run up. hmm.gif


Four Companies Selected To Rehabilitate Klang River


KLANG, March 13 (Bernama) -- The Selangor government has selected four companies to carry out the Klang River rehabilitation and development project, which is part of the state's economic stimulus package, unveiled last year.

Menteri Besar Tan Sri Abdul Khalid Ibrahim said the three companies, TSS-Mako Engineering Sdn Bhd, GJA Engineering Sdn Bhd and Wessex Water I-Bhd Consortium were chosen from among 37 companies.

Meanwhile, DPZ Asia Sdn Bhd was selected to design and plan the project given its wide experience not only in Malaysia but also in Vietnam, China, New Zealand and the United States.

Speaking at a press conference on the sidelines of the Klang River Carnival at Taman Pengkalan Batu here, he said the three companies were financially strong and were experienced in river cleaning and development.

He said TSS Mako would work closely with Handong Engineering & Construction Co Ltd, Korea Engineering Consultants Corporation and Yooshin Engineering Corporation of South Korea.

The companies were previously involved in various water projects including South Han River Maintenance, Seoul-Incheon Navigation Channel Project and Gemalink Container Terminal Project Phase One in Vietnam.

Meanwhile, GJA a Bumiputera company, designed and built several projects for the Education Ministry in Malaysia while Wessex Water, which was acquired by YTL Power supplys water and sewerage treatment in South West England.

It will team up with I-Bhd, the developer of the RM2.0 billion digital i-city project in Shah Alam for this river rehabilitation project.

"This is a public-private partnerhip, where senior and technical representatives of each of the three companies will form the Klang River Rehabilitation and Development Project Secretariat with the Selangor state government," he added.

He said the RM1 billion would be spent in development cost while another RM1.0 billion would be spent on cleaning and rehabilitating the river.

The government has gazetted 50 metres from the river as a "river reserve" to prevent any new development or settlement along the 120 kilometre-long river.

The initial stage of the project would take between two to three years to complete while the entire project will be developed in about 15 years.

This post has been edited by calmwater: Mar 15 2010, 03:22 AM
skiddtrader
post Mar 15 2010, 08:35 AM

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Wah at last some news of their water ventures. Though its not very specific yet what they are suppose to do.
jasonkwk
post Mar 15 2010, 09:04 AM

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yeah, unless u are insider, u cant know what is the profit margin of the project YTL can get.
kamemada
post Mar 18 2010, 06:16 AM

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Does it still advisable to buy this stock? Am still looking for the right stock as my first trade. sweat.gif
skiddtrader
post 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.  sweat.gif
*
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 rclxms.gif
kamemada
post Mar 18 2010, 08:05 AM

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QUOTE
PM panasonic88 when you buy, she is always interested in "virgin" stock buyers. haha 

eh? why is that? lol.

btw, YTLPOWR has been on my watchlist for about 3 month now.
im more of a long-term trader. seeking at least 15% a year.

OOT;
other than this, probably one of the REITs. still looking for the other 1-2 more.


TSdarkknight81
post Mar 18 2010, 08:12 AM

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QUOTE(kamemada @ Mar 18 2010, 09:05 AM)
eh? why is that? lol.

btw, YTLPOWR has been on my watchlist for about 3 month now.
im more of a long-term trader. seeking at least 15% a year.

OOT;
other than this, probably one of the REITs. still looking for the other 1-2 more.
*
15% return from YTLPOWER every year? I doubt that hmm.gif 10% still achieveable.
kamemada
post Mar 18 2010, 09:13 AM

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QUOTE(darkknight81 @ Mar 18 2010, 08:12 AM)
15% return from YTLPOWER every year? I doubt that  hmm.gif 10% still achieveable.
*
Haha my bad. 15% was actually as a whole. Not just YTLPOWR. 10% huh? Looks promising.
May I know the current Fair Price? Thanks.
TSdarkknight81
post Mar 18 2010, 09:27 AM

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QUOTE(kamemada @ Mar 18 2010, 10:13 AM)
Haha my bad. 15% was actually as a whole. Not just YTLPOWR. 10% huh? Looks promising.
May I know the current Fair Price? Thanks.
*
My fair price and Skid fair price are not the same too. Its all depend on the value we can see from that company.
kamemada
post Mar 18 2010, 09:47 AM

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Ok noted. Thanks.

Am still digesting on the calc for fair price. It looks simple but I guess I am really bad in math. lol.
ooyah98
post Mar 18 2010, 09:52 AM

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QUOTE(skiddtrader @ Mar 18 2010, 07:19 AM)
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  rclxms.gif
*
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.
skiddtrader
post 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.


ooyah98
post Mar 18 2010, 10:01 PM

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QUOTE(skiddtrader @ Mar 18 2010, 03:28 PM)
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.
*
Skidd, thanks smile.gif

TSdarkknight81
post Mar 20 2010, 07:48 AM

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QUOTE(ooyah98 @ Mar 18 2010, 11:01 PM)
Skidd, thanks smile.gif
*
QUOTE
KUALA LUMPUR: RAM Ratings says YTL POWER INTERNATIONAL BHD []'s (YTLPI) move to roll out its RM2.5 billion worldwide interoperability for microwave access (WiMAX) network is quite unexpected.  The rating agency said on Thursday, March 11 this was not in line with its track record of investing in long-term concession assets with stable and sustainable cashflow.  "Although RAM Ratings is less sanguine about the group venturing into a non-concession-based business, we note that YTLPI’s power and water concession assets will remain its major cashflow contributors," it said.  YTLPI's subsidiaries are in power generation, water and sewerage services, electricity transmission and telecommunications.  The ratings agency said while the group will be viewed to have a more aggressive risk appetite if it deviates further from its strategy of only investing in concession-based utility and infrastructure assets, "we note that the management has been circumspect in its investment decisions and has demonstrated good acumen in business execution thus far".  RAM Ratings, meanwhile, reaffirmed the AA1 ratings of YTLPI’s RM2 billion commercial papers/medium-term notes programme (2007/2014) (CP/MTN) and RM2.2 billion serial redeemable bonds (2008/2013); long-term ratings have a stable outlook.  It also reaffirmed the P1 rating of the YTLPI’s CP/MTN. The ratings remain supported by the group’s robust business profile stemming from its regulated asset base, particularly its investments in power and water-sewerage services via its unit YTL Power Generation Sdn Bhd (YTLPG) in Malaysia, PowerSeraya Ltd (PowerSeraya) in Singapore and Wessex Water Ltd (WWL) in the United Kingdom (UK).  In this regard, WWL has maintained its position as one of the most efficient water and sewerage-services companies in the UK. At the power-generation end, YTLPG has been able to achieve an availability level of around 90% for the past six years; PowerSeraya exhibits a strong operating performance, underscored by its availability of about 88% as at end-March 2009.  "Nonetheless, the group’s capital structure remained constrained by its hefty debt burden of RM22.92 billion as at end-December 2009, with a corresponding net gearing ratio of 2.02 times. However, most of these debts are parked under core subsidiaries that generate stable cashflow," it said.  RAM Ratings said YTLPI had healthy debt-protection measures; its company-level adjusted operating cashflow debt coverage (OCFDC) ratio was 0.28 times as at end-June 2009.  Based on RAM Ratings’ cashflow analysis, YTLPI’s OCFDC ratio is projected to range around 0.17–0.25 times throughout the tenures of YTLPI’s debt issues.


Dear Fellow YTLPOWER fans (we are too small to be consider as shareholders so i use fans) laugh.gif

Base on my observation, YTLPOWER will 99.99% constantly giving out good dividends in time to come due to their high debts. As they normally use shares to exchange with dued bonds... So if they don give good yields the bond issuers will not take up the offer then. That is base on my own observations only. So i am quite sure that we don face an issue of inconsistent yield unless there are sudden tax impose by the government on that quarters. Correct me if wrong. notworthy.gif

This post has been edited by darkknight81: Mar 20 2010, 10:09 AM
calmwater
post Mar 21 2010, 04:20 AM

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QUOTE(darkknight81 @ Mar 19 2010, 07:48 PM)
Dear Fellow YTLPOWER fans (we are too small to be consider as shareholders so i use fans)  laugh.gif

Base on my observation, YTLPOWER will 99.99% constantly giving out good dividends in time to come due to their high debts. As they normally use shares to exchange with dued bonds... So if they don give good yields the bond issuers will not take up the offer then. That is base on my own observations only. So i am quite sure that we don face an issue of inconsistent yield unless there are sudden tax impose by the government on that quarters. Correct me if wrong.  notworthy.gif
*
Bond issuers if I am not mistaken get a fixed return when they are due after X number of years. I don't think they are affected by Div allocations or issue bonds based on past and future div.

Just a layman's view. Maybe a bond expert can clarify. tongue.gif

Mat bond, James bond any one out there? laugh.gif

This post has been edited by calmwater: Mar 21 2010, 04:21 AM
TSdarkknight81
post Mar 21 2010, 10:54 AM

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QUOTE(calmwater @ Mar 21 2010, 05:20 AM)
Bond issuers if I am not mistaken get a fixed return when they are due after X number of years. I don't think they are affected by Div allocations or issue bonds based on past and future div.

Just a layman's view. Maybe a bond expert can clarify. tongue.gif

Mat bond, James bond any one out there? laugh.gif
*
Yup they will collect their return after X number of years. But normally when the bonds are dued don you discover that normally YTLPOWER will exchange the bonds with number of issued shares instead of paying back the amount being borrowed? Thats what i meant by they have to maintain good dividend else the issuer might not take up the offer.
cwyeoh
post Mar 21 2010, 02:59 PM

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This is a good dividend rate stock plus stable company, cab keep for long term.


http://cwyeoh-stock.blogspot.com
calmwater
post Mar 22 2010, 05:52 AM

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QUOTE(darkknight81 @ Mar 20 2010, 10:54 PM)
Yup they will collect their return after X number of years. But normally when the bonds are dued don you discover that normally YTLPOWER will exchange the bonds with number of issued shares instead of paying back the amount being borrowed? Thats what i meant by they have to maintain good dividend else the issuer might not take up the offer.
*
So maybe when the bonds are due the price may be pushed higher in order to pay fewer shares to the bond issuer. wink.gif

By the way, are you concerned by the falling pound and Sing dollar.

Live rates at 2010.03.21 21:53:03 UTC
1.00 GBP = 4.95143 MYR
United Kingdom Pounds Malaysia Ringgits
1 GBP = 4.95143 MYR 1 MYR = 0.201962 GBP

End of current quarter is a few days away and it is already down 10% from end of last quarter. shocking.gif

Sing dollar last quarter was at 1.00 SGD = 2.4401 MYR

Live rates at 2010.03.21 21:58:03 UTC
1.00 SGD = 2.36236 MYR
Singapore Dollars Malaysia Ringgits
1 SGD = 2.36236 MYR 1 MYR = 0.423306 SGD

This post has been edited by calmwater: Mar 22 2010, 06:07 AM
TSdarkknight81
post Mar 22 2010, 08:17 AM

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QUOTE(calmwater @ Mar 22 2010, 06:52 AM)
So maybe when the bonds are due the price may be pushed higher in order to pay fewer shares to the bond issuer.  wink.gif

By the way, are you concerned by the falling pound and Sing dollar.

Live rates at 2010.03.21 21:53:03 UTC
1.00 GBP = 4.95143 MYR
United Kingdom Pounds    Malaysia Ringgits 
1 GBP = 4.95143 MYR   1 MYR = 0.201962 GBP

End of current quarter is a few days away and it is already down 10% from end of last quarter. shocking.gif

Sing dollar last quarter was at 1.00 SGD = 2.4401 MYR

Live rates at 2010.03.21 21:58:03 UTC
1.00 SGD = 2.36236 MYR
Singapore Dollars    Malaysia Ringgits 
1 SGD = 2.36236 MYR   1 MYR = 0.423306 SGD
*
Of course i have mentioned it before but i am also concerning on RM in future. Malaysia depends too much on oil money and our oil money will be getting lesser and lesser in future. However, i do worried on pound thats y i am neutral on YTLPOWER at the moment and did not top up since last year.

Finding other opportunities now. As long as their dividend still maintain i will only make further movement after they finalize on how they are going to use their 8 billion cash.

This post has been edited by darkknight81: Mar 22 2010, 08:52 AM
TSdarkknight81
post Mar 23 2010, 11:57 AM

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http://www.btimes.com.my/Current_News/BTIM...wessex/Article/

QUOTE
WESSEX Water Ltd is expected to start work on the ambitious project of rehabilitating the highly polluted Klang and Gombak Rivers in Selangor and treating the water to make it safe for drinking at the latest by early next year.  The RM15 billion project will span 15 years.  Wessex Water is a veteran in water treatment and sewerage services, and first made its name in southwestern England.  It made a successful joint bid with information technology (IT)-based property developer I-Berhad for a portion of the entire project and will be working in the lower reaches of the Klang River, between Puchong and Shah Alam. Two other successful bidders - TSS-Mako Engineering Sdn Bhd and GJA Engineering and Construction - will work in the upper reaches of both rivers.  Wessex Water managing director Gareth Jones said the company received a letter of appointment from the state government recently.  He said its portion of the project will cost between RM400 million and RM600 million, depending on where the state government wants to locate the water treatment plant, among other considerations.  Wessex Water will use methods similar to those it applied to projects in Argentina and Mexico where water from rivers was supplied for consumption after undergoing comprehensive treatment processes.  The company, headquartered in Bath, England, is a subsidiary of YTL Corp Bhd.  News of the successful bid came close on the heels of the YTL group's results for the six months ended December 31 2009. It saw pre-tax profit increase 20 per cent to RM1 billion on a 134 per cent jump in revenue to RM7.9 billion compared with the previous corresponding period.  Wessex Water partner I-Berhad, meanwhile, has been making significant progress in its flagship IT property venture, I-City. The 30ha RM2 billion project boasts of 20Mbps broadband speed, comprehensive fibre optic network and back-up power supply.


This post has been edited by darkknight81: Mar 23 2010, 11:58 AM
ooyah98
post Mar 23 2010, 07:30 PM

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QUOTE(darkknight81 @ Mar 23 2010, 11:57 AM)
What would be the estimate EPS contribution? thanks
ngwei2402
post Apr 1 2010, 01:36 AM

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recently the currency rate reli bad,both pound and sgd
no comment with this Q's result hope still can maintain 3.5sen(diluted eps)
if this year eps around 14-15sen
PE also around 15-16 already
so i think that the share price will still maintain 2.19 +/-


oh ya, juz now i check at klse, y got a WR ar?
wat lai de? reli dunno when got this thing de~haha

This post has been edited by ngwei2402: Apr 1 2010, 01:45 AM
TSdarkknight81
post Apr 1 2010, 07:49 AM

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QUOTE(ngwei2402 @ Apr 1 2010, 02:36 AM)
recently the currency rate reli bad,both pound and sgd
no comment with this Q's result hope still can maintain 3.5sen(diluted eps)
if this year eps around 14-15sen
PE also around 15-16 already
so i think that the share price will still maintain 2.19 +/-
oh ya, juz now i check at klse, y got a WR ar?
wat lai de? reli dunno when got this thing de~haha
*
Wow both Pound Sterling and Sing dollar have been going down quite a lot. Did not notice that nod.gif There are only WA and WB.

Frankly speaking i almost forgot about this counter as i treated it as FD only tongue.gif

By the way yesterday is the payment date of 7.5% dividend. Should be able to receive it within these two weeks (i hope) biggrin.gif

I can say YTL POWER at current price is not cheap but it is almost bottom unless pound really depreciate further to maybe 4.50 below. Where as for Sing dollar don need to worry so much as i expect it is only short term down trend will go up very soon especially another casino are opening soon on coming april hence it will boost up sing dollar i believe. The other thing will be tax impose by the government else you don really need to care much. It is some sort of wasting time monitor its share price. yawn.gif

My ABP is around RM 2.00 wink.gif

This post has been edited by darkknight81: Apr 1 2010, 08:31 AM
MoneyQueen
post Apr 1 2010, 01:30 PM

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I think YTL-Power can easily hit 3.00 with the reason it is cash rich and also they are launching the new Wimax service.
TSdarkknight81
post Apr 1 2010, 02:07 PM

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QUOTE(MoneyQueen @ Apr 1 2010, 02:30 PM)
I think YTL-Power can easily hit 3.00 with the reason it is cash rich and also they are launching the new Wimax service.
*
If you say that they are cash rich i would like to remind you that their debt to equity ratio is almost 3.....


Wimax contribution will not be significant to the group overall earnings. Its one of the reasons that stop me from buying more YTLPOWER .....

This post has been edited by darkknight81: Apr 1 2010, 02:08 PM
ngwei2402
post Apr 1 2010, 02:42 PM

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ya, it's debt rich~ not cash rich~
go n count how many digits can scare u gao gao~haha~
and the wimax i dont think can contribute to profit also
at least not for short term.some more need more investement on it

TM also launch the new unifi also
partner with them, they also got many thing to fight with u
not include other competitor
anyway, i still waiting how ytl will run the wimax~

consider the eps cannot go up also
i wont add anymore share on it, juz keep until it digest seraya
unless it want to swallow another big company~
if market downturn cum before that, i also will sell it off 1st
later grab it again~
MoneyQueen
post Apr 1 2010, 03:51 PM

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QUOTE(darkknight81 @ Apr 1 2010, 02:07 PM)
If you say that they are cash rich i would like to remind you that their debt to equity ratio is almost 3.....
Wimax contribution will not be significant to the group overall earnings. Its one of the reasons that stop me from buying more YTLPOWER .....
*
You are correct if you want to see in that way. In fact, they still have RM 8billion cash in hand as at last 31 December 2009, and it is increasing. So it does provide the company a strong position to acquire any business.

Besides, many of its debts are long term bond. Although the debt to equity ration is almost 3.... the company has no problem to repay the debts with the current cash flow position.

No wrong or right here... just share opinion only... smile.gif
WORLD4G
post Apr 2 2010, 08:51 AM

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QUOTE(MoneyQueen @ Apr 1 2010, 03:51 PM)
You are correct if you want to see in that way. In fact, they still have RM 8billion cash in hand as at last 31 December 2009, and it is increasing. So it does provide the company a strong position to acquire any business.

Besides, many of its debts are long term bond. Although the debt to equity ration is almost 3.... the company has no problem to repay the debts with the current cash flow position.

No wrong or right here... just share opinion only...  smile.gif
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Agree with you lady... nod.gif nod.gif nod.gif nod.gif
Aggroboy
post Apr 2 2010, 09:20 AM

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It's under YTL Comm, the new subsidiary right? Mobile BB and voice are not nascent industries, there are tons of competition hmm.gif I don't know how they compete with even green packet?

Still, better divs than Tenaga in energy sector, can't argue with that laugh.gif
ngwei2402
post Apr 3 2010, 09:31 AM

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P1? juz beat them with faster and stabler newtowrk access and wider network coverage~ this is all we need a a wireless user mah~
the preparation took so long time...one Q finished...
hope the outcome not dissapoint us
TSdarkknight81
post Apr 3 2010, 12:25 PM

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QUOTE(ngwei2402 @ Apr 3 2010, 10:31 AM)
P1? juz beat them with faster and stabler newtowrk access and wider network coverage~ this is all we need a a wireless user mah~
the preparation took so long time...one Q finished...
hope the outcome not dissapoint us
*
For me YTLPOWER should never ever involve in WIMAX in the first place. wink.gif
cherroy
post Apr 3 2010, 12:59 PM

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QUOTE(MoneyQueen @ Apr 1 2010, 01:30 PM)
I think YTL-Power can easily hit 3.00 with the reason it is cash rich and also they are launching the new Wimax service.
*
YTLpower doesn't involve directly in Wimax.

Also I don't think Wimax is a profitable business. Any company that success to make a breakeven point in Wimax business in Malaysia is considered a success already, not yet talking about profit.

Can see from recent P1's financial result recently.

Too many competition and too small market locally for broadband providers. The problem is to launch a broadband nationwide, it is a capital intensive project while profitability wise is somehow difficult to project, as consumer only demand for lower monthly charge and faster broadband speed.
And with Unifi come into market, it make Wimax even has more competition.

But this is definitely good for consumer.
xuzen
post Apr 3 2010, 01:03 PM

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Recently I have read two research paper from HwangDBC and ECMLibra post PM's NEM announcement. The two reports gave the power sector overweight ratings with ECMLib giving YTLPWR a buy call with 12 mth TP of RM 2.50.

I've checked the current price is at 60D MA and current DY is at 5.90%.

To me this is a profitable buy. Bought 3500 units yesterday at RM 2.20

Xuzen

This post has been edited by xuzen: Apr 3 2010, 01:04 PM
Amanda99
post Apr 3 2010, 03:17 PM

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juz received dividends....this counter is so stable it's getting a bit boring laugh.gif came back from hols, still the same price range....reach 2.50? long way to go lah...
TSdarkknight81
post Apr 3 2010, 07:41 PM

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QUOTE(cherroy @ Apr 3 2010, 01:59 PM)
YTLpower doesn't involve directly in Wimax.

Also I don't think Wimax is a profitable business. Any company that success to make a breakeven point in Wimax business in Malaysia is considered a success already, not yet talking about profit.

Can see from recent P1's financial result recently. 

Too many competition and too small market locally for broadband providers. The problem is to launch a broadband nationwide, it is a capital intensive project while profitability wise is somehow difficult to project, as consumer only demand for lower monthly charge and faster broadband speed.
And with Unifi come into market, it make Wimax even has more competition.

But this is definitely good for consumer.
*
Yup. Actually i am quite sure that YTLPOWER involve in wimax just for the sake of trying to avoid kena penalty by the government.
ooyah98
post Apr 4 2010, 11:09 AM

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QUOTE(darkknight81 @ Apr 3 2010, 07:41 PM)
Yup. Actually i am quite sure that YTLPOWER involve in wimax just for the sake of trying to avoid kena penalty by the government.
*
Hope U R rite. Let's recap the broadband market players
1. Inccumbent Telco (3G) - Maxis, DiGi, Celcom
~ All heavily invested in 3G network infra already & going to invest another 2~3billion in next 2/3years.
2. TM (UniFi) - lots & lots of billions
3. P1, Redtone, AsiaJaya (Wimax) - P1 invested at least 500mil & is struggle to even breakeven. The other 2 palyers most propbably can't survive & only waiting to sell their Wimax license.
4. U Mobile (3G) - STT/Starthub recently invested for RM1billion 33%. not sure what they going to do, hope not go into the broadband war & add into the mess.

Now they are already 8 of them, so much billions been invested & no light yet at the end of tunnel to recoup the investement. Worst, more billions is needed to upgrade infra, just to catch-up with the escalating appetitie of consumers on badnwidth hungry apps, DVD downlaod, VoD, IPTV, VoIP ... & etc

Do we need a 9th new entrant YTL comm (Wimax)? Its just too obvious! isn't it?



mok thye yee
post Apr 4 2010, 08:24 PM

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QUOTE(ooyah98 @ Apr 4 2010, 12:09 PM)
Hope U R rite.  Let's recap the broadband market players
1. Inccumbent Telco (3G) - Maxis, DiGi, Celcom
~ All heavily invested in 3G network infra already & going to invest another 2~3billion in next 2/3years.
2. TM (UniFi) - lots & lots of billions
3. P1, Redtone, AsiaJaya (Wimax) - P1 invested at least 500mil & is struggle to even breakeven. The other 2 palyers most propbably can't survive & only waiting to sell their Wimax license.
4. U Mobile (3G) - STT/Starthub recently invested for RM1billion 33%. not sure what they going to do, hope not go into the broadband war & add into the mess.

Now they are already 8 of them, so much billions been invested & no light yet at the end of tunnel to recoup the investement. Worst, more billions is needed to upgrade infra, just to catch-up with the escalating appetitie of consumers on badnwidth hungry apps, DVD downlaod, VoD, IPTV, VoIP ... & etc

Do we need a 9th new entrant YTL comm (Wimax)?  Its just too obvious! isn't it?
*
YTL comm is not new entrant, the spectrum is awarded together with the rest of the WiMAX players (P1, Redtone, etc). Just that YTL comm adopt a different strategy, where they go for nation wide and complete (voice + data + device) rolled out as mentioned by Francis. As the roll out strategy is deffering as compare to the MCMC requirement, there is some penalty involved as fail to meet the coverage date-line, anyway YTL is appealing to MCMC for this, but dun know wat is the outcome.

The spectrum is awarded to YTL-e but the operating entity is under YTLPOWR, the reason is very easy to see why, as most of YTL group cash is within YTLPOWR.

Industry and the investing community is waiting eagerly to see YTL Wimax rolled out. I am really sceptical about YTL Wimax business model, that's y i stop topping up YTLPOWR since last year and adopt a wait and see strategy.

I hope Francis will prove he is right again this time as in his decision to rope in Wessex water rather than end up like YTL group foray into glove business many years back.


WORLD4G
post Apr 5 2010, 09:01 AM

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YTL Power will spend RM 2.5b on Wimax project, if you say they invest RM 2.5b just to avoid 1mil penalty??? It sounds funny, and MCMC has also hold back the penalty already.

You cannot compare YTL with P1... P1 is only a small ant.... YTL is going after the big boys...

Watch this counter... will shoot up soon.
TSdarkknight81
post Apr 5 2010, 09:12 AM

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QUOTE(WORLD4G @ Apr 5 2010, 10:01 AM)
YTL Power will spend RM 2.5b on Wimax project, if you say they invest RM 2.5b just to avoid 1mil penalty??? It sounds funny, and MCMC has also hold back the penalty already.

You cannot compare YTL with P1... P1 is only a small ant.... YTL is going after the big boys...

Watch this counter... will shoot up soon.
*
If WIMAX is really so profitable i don think Francis Yeoh wanted to rent TM facilities. 2.5 Billion is merely on paper only. So far i don think they have pump in much money into WIMAX.
WORLD4G
post Apr 5 2010, 09:32 AM

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QUOTE(darkknight81 @ Apr 5 2010, 09:12 AM)
If WIMAX is really so profitable i don think Francis Yeoh wanted to rent TM facilities. 2.5 Billion is merely on paper only. So far i don think they have pump in much money into WIMAX.
*
hehe.... who knows??? hehe.... maybe they really use one of the major's facility??? hehe... I think they can get very high profit although they use other's facility.... smile.gif smile.gif
Aggroboy
post Apr 5 2010, 11:32 AM

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QUOTE(WORLD4G @ Apr 5 2010, 09:01 AM)
You cannot compare YTL with P1... P1 is only a small ant.... YTL is going after the big boys...

Watch this counter... will shoot up soon.
*
You think YTL's wireless service will sweep the incumbents off their feet? hmm.gif
TSdarkknight81
post Apr 5 2010, 12:28 PM

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QUOTE(Aggroboy @ Apr 5 2010, 12:32 PM)
You think YTL's wireless service will sweep the incumbents off their feet? hmm.gif
*
ANYONE receive their dividend cheque ?
WORLD4G
post Apr 5 2010, 02:16 PM

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QUOTE(Aggroboy @ Apr 5 2010, 11:32 AM)
You think YTL's wireless service will sweep the incumbents off their feet? hmm.gif
*
What do u mean?
MoneyQueen
post Apr 5 2010, 04:42 PM

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YTLPOWER lai liao.... rclxms.gif rclxms.gif rclxms.gif
TSdarkknight81
post Apr 5 2010, 04:58 PM

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QUOTE(MoneyQueen @ Apr 5 2010, 05:42 PM)
YTLPOWER lai liao....  rclxms.gif  rclxms.gif  rclxms.gif
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Always macam itu one.... Tomolo sure cannot erect already.... yawn.gif
MoneyQueen
post Apr 5 2010, 05:02 PM

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QUOTE(darkknight81 @ Apr 5 2010, 04:58 PM)
Always macam itu one.... Tomolo sure cannot erect already....  yawn.gif
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What happen if Dow Jone break 11000 tonight??? rclxms.gif rclxms.gif rclxms.gif
skiddtrader
post 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. tongue.gif
TSdarkknight81
post Apr 5 2010, 05:21 PM

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QUOTE(skiddtrader @ Apr 5 2010, 06:21 PM)
Already banked in.  tongue.gif
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cry.gif i am always the last one to receive my dividends.
ngwei2402
post Apr 5 2010, 10:05 PM

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ur amount too big, take times~~
XD
whizzer
post Apr 5 2010, 11:18 PM

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QUOTE(darkknight81 @ Apr 5 2010, 05:21 PM)
cry.gif i am always the last one to receive my dividends.
*
Nominee a/c always like that. Can't wait for new eDividend system to be deployed nod.gif
MoneyQueen
post Apr 6 2010, 08:20 AM

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Ytlpower lai liao cool.gif


Added on April 6, 2010, 11:48 am
QUOTE(MoneyQueen @ Apr 6 2010, 08:20 AM)
Ytlpower lai liao  cool.gif
*
Lovely morning... Power gearing for the afternoon... Grrrooommmmm.......... rclxms.gif rclxms.gif rclxms.gif rclxms.gif

This post has been edited by MoneyQueen: Apr 6 2010, 11:48 AM
ngwei2402
post Apr 6 2010, 04:52 PM

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2.24~ long time didnt cum such high liao~
finally~~~XD
cherroy
post Apr 6 2010, 05:20 PM

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QUOTE(WORLD4G @ Apr 5 2010, 09:32 AM)
hehe.... who knows??? hehe.... maybe they really use one of the major's facility??? hehe... I think they can get very high profit although they use other's facility....  smile.gif  smile.gif
*
Actually use or rent other facilities to run could be more profitable to run the business.

It is not about who is bigger or not.

The market for broadband in not large in Malaysia which is the major issue.
And with monthly charges of more than RM100, people already complained it is expensive.

So your revenue is actually stuck around RM100 per user, while capital expenditure and cost will only go higher and higher.
MoneyQueen
post Apr 6 2010, 05:34 PM

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QUOTE(cherroy @ Apr 6 2010, 05:20 PM)
Actually use or rent other facilities to run could be more profitable to run the business.

It is not about who is bigger or not.

The market for broadband in not large in Malaysia which is the major issue.
And with monthly charges of more than RM100, people already complained it is expensive.

So your revenue is actually stuck around RM100 per user, while capital expenditure and cost will only go higher and higher.
*
Business will not be profitable if they target mass market with competitive price....

Business will be profitable if they target high end market with premium price...
TSdarkknight81
post Apr 6 2010, 08:25 PM

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QUOTE(MoneyQueen @ Apr 6 2010, 06:34 PM)
Business will not be profitable if they target mass market with competitive price....

Business will be profitable if they target high end market with premium price...
*
Our lifestyle are far different from those SINGAPOREAN, KOREAN, JAPANESE ETC.


WORLD4G
post Apr 6 2010, 09:54 PM

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QUOTE(darkknight81 @ Apr 6 2010, 08:25 PM)
Our lifestyle are far different from those SINGAPOREAN, KOREAN, JAPANESE ETC.
*
Agree with Money Queen.... The rich market here are growing fast.... dunno where the money come from.... but it is growing fast....
TSdarkknight81
post Apr 6 2010, 10:07 PM

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China might raise their interest rate any time and hence will strengthen their currency against USD and Pound . I am afraid that ASIA might follow suit hence pound might going down further against RM.


Added on April 6, 2010, 10:18 pm
QUOTE(darkknight81 @ Apr 6 2010, 11:07 PM)
China might raise their interest rate any time and hence will strengthen their currency against USD and Pound . I am afraid that ASIA might follow suit hence pound might going down further against RM.

YTL POWER should try to acquire quality assets at US with loans. If the USD HAPPENED to drop further they can convert RM to USD to pare down their borrowings.
*
UPDATE FOR GBP. Latest exchange rates at RM 4.86!!!!

Sing Dollar RM 2.29 !!!

But the thing is the share price still going up..... doh.gif

http://www.bnm.gov.my/statistics/exchangerates.php

This post has been edited by darkknight81: Apr 6 2010, 10:48 PM
TSdarkknight81
post Apr 6 2010, 11:20 PM

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FYI.


Attached File(s)
Attached File  RR_NOMURA_YTLP.pdf ( 254.71k ) Number of downloads: 43
Attached File  101858_911.pdf ( 171.13k ) Number of downloads: 38
Attached File  CIMB_Research___QT_YTL_Power___20091019___Call_back_later_for_WiMAX17.pdf ( 213.57k ) Number of downloads: 43
calmwater
post Apr 7 2010, 04:43 AM

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QUOTE(darkknight81 @ Apr 6 2010, 11:20 AM)
FYI.
*
Nomura report states quite clearly the effects of the falling pound and sing dollar. From the date of that report to now the Pound has fallen by more than 10%!! and Sing dollar by about 6%!!

Still it is amazing the stock price is holding up well. The next quarterly report should provide a clearer picture.
MoneyQueen
post Apr 7 2010, 05:19 PM

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QUOTE(calmwater @ Apr 7 2010, 04:43 AM)
Nomura report states quite clearly the effects of the falling pound and sing dollar. From the date of that report to now the Pound has fallen by more than 10%!! and Sing dollar by about 6%!!

Still it is amazing the stock price is holding up well. The next quarterly report should provide a clearer picture.
*
It will go up due to new business acquisition coming up... hehe
calmwater
post Apr 7 2010, 07:21 PM

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QUOTE(MoneyQueen @ Apr 7 2010, 05:19 AM)
It will go up due to new business acquisition coming up... hehe
*
With the stronger ringgit, the opportunities are really good.
simonc
post Apr 7 2010, 09:55 PM

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QUOTE(darkknight81 @ Apr 5 2010, 05:21 PM)
cry.gif i am always the last one to receive my dividends.
*
Haven't gotten my as well. Sigh.
M2U nominee account also so slow.

Hopefully this week can see it.

ngwei2402
post Apr 7 2010, 10:33 PM

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if got new acquisition, wont increase so little~
hehe~
MoneyQueen
post Apr 8 2010, 12:30 PM

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hehe... that is why the share price is still strong and EPF keeps buying... hehe
TSdarkknight81
post Apr 8 2010, 07:01 PM

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QUOTE(calmwater @ Apr 7 2010, 08:21 PM)
With the stronger ringgit, the opportunities are really good.
*
Yup now is really a good time to buy up those asset from UK or US. I did post one article previously that Lee Kah Shin from HK had bid for one power asset at UK. I have very strong sense that new acquisition news will be released very soon. Maybe is my imagination lol laugh.gif
MoneyQueen
post Apr 9 2010, 09:07 AM

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Buy Babe Buy~ smile.gif smile.gif
ngwei2402
post Apr 9 2010, 02:23 PM

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ya~ uncle francis go go go~~~
simonc
post Apr 9 2010, 02:32 PM

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QUOTE(ngwei2402 @ Apr 9 2010, 02:23 PM)
ya~ uncle francis go go go~~~
*
Friday, 9 Apr 2010

2:27PM YTLPOWR-(I) EXCHANGE OF US$11,200,000 YTL POWER FINANCE (CAYMAN) LIMITED'S 5

Monday, 29 Mar 2010

5:01PM YTLPOWR-EXCHANGE OF YTL POWER FINANCE (CAYMAN) LIMITED'S 5 -YEAR ZERO COUPON

Thursday, 25 Mar 2010

12:23PM YTLPOWR-EXERCISE OF 887,352 WARRANTS 2008/2018 (EXERCISE)

Tuesday, 23 Mar 2010

9:32AM YTLPOWR-(I) EXCHANGE OF YTL POWER FINANCE (CAYMAN) LIMITED'S 5 -YEAR ZERO

Thursday, 18 Mar 2010

5:45PM YTLPOWR-EXERCISE OF 572,412 WARRANTS 2008/2018 (EXERCISE)

Tuesday, 16 Mar 2010

11:04AM YTLPOWR- (I) EXCHANGE OF YTL POWER FINANCE (CAYMAN) LIMITED'S 5 -YEAR ZERO

Thursday, 11 Mar 2010

5:20PM YTLPOWR-EXERCISE OF 11,934,201 WARRANTS 2008/2018 (EXERCISE)

Wednesday, 10 Mar 2010

9:48AM YTLPOWR-(I) EXCHANGE OF YTL POWER FINANCE (CAYMAN) LIMITED'S 5 -YEAR ZERO

Thursday, 4 Mar 2010

12:19PM YTLPOWR-EXERCISE OF WARRANTS 2008/2018 (EXERCISE)

Tuesday, 23 Feb 2010

4:51PM YTLPOWR-(I) EXCHANGE OF YTL POWER FINANCE (CAYMAN) LIMITED'S 5 -YEAR ZERO

Friday, 12 Feb 2010

9:11AM YTLPOWR-(I) EXCHANGE OF YTL POWER FINANCE (CAYMAN) LIMITED'S 5 -YEAR ZERO

Thursday, 4 Feb 2010

4:22PM YTLPOWR-(I) EXCHANGE OF YTL POWER FINANCE (CAYMAN) LIMITED'S 5 -YEAR ZERO



What's up?
MoneyQueen
post Apr 9 2010, 04:01 PM

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KUALA LUMPUR: The Employees Provident Fund stepped up its purchase of YTL POWER INTERNATIONAL BHD [] shares with the acquisition of 8.5 million shares from March 31 to April 2.

Filings with Bursa Malaysia showed the EPF acquired four million shares on March 31 and another four million shares on April 1. It bought 500,000 shares on April 2.

After the recent acquisitions, its shareholding was increased to 662 million shares or 9.5%.

YTL Power's share prices closed at RM2.19 on March 31 and RM2.17 on April 1 while it ended the day at RM2.19 on April 2.

The latest analyst report was on March 31 when RHB Research had a market perform with a target price of RM2.12. Hwang DBS Vickers Research had a Hold with a target price of RM2.30 on March 31.


Added on April 9, 2010, 4:03 pmWhy EPF bought so much?????????

WHY WHY WHY??????????

Wakkakakakakakakaka

Our electricity price going UP UP UP???????

This post has been edited by MoneyQueen: Apr 9 2010, 04:03 PM
TSdarkknight81
post Apr 9 2010, 04:22 PM

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QUOTE(MoneyQueen @ Apr 9 2010, 05:01 PM)
KUALA LUMPUR: The Employees Provident Fund stepped up its purchase of YTL POWER INTERNATIONAL BHD [] shares with the acquisition of 8.5 million shares from March 31 to April 2.

Filings with Bursa Malaysia showed the EPF acquired four million shares on March 31 and another four million shares on April 1. It bought 500,000 shares on April 2.

After the recent acquisitions, its shareholding was increased to 662 million shares or 9.5%.

YTL Power's share prices closed at RM2.19 on March 31 and RM2.17 on April 1 while it ended the day at RM2.19 on April 2.

The latest analyst report was on March 31 when RHB Research had a market perform with a target price of RM2.12. Hwang DBS Vickers Research had a Hold with a target price of RM2.30 on March 31.


Added on April 9, 2010, 4:03 pmWhy EPF bought so much?????????

WHY WHY WHY??????????

Wakkakakakakakakaka

Our electricity price going UP UP UP???????
*
I believe EPF has been disposing YTLPOWER more than they acquired. If you didn't mentioned about the 9.5% i also don know. FYI EPF use to hold around 11% of YTLPOWER.

This post has been edited by darkknight81: Apr 9 2010, 05:21 PM
simplesmile
post Apr 10 2010, 10:38 PM

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QUOTE(darkknight81 @ Apr 8 2010, 07:01 PM)
Yup now is really a good time to buy up those asset from UK or US. I did post one article previously that Lee Kah Shin from HK had bid for one power asset at UK. I have very strong sense that new acquisition news will be released very soon. Maybe is my imagination lol  laugh.gif
*
Hi. Why acquisition? I thought YTLP needs to keep the cash to finance to Wimax rollout?
ngwei2402
post Apr 10 2010, 11:17 PM

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2.5B only not 25B~
no worry no worry
sap sap sui la~~~
simplesmile
post Apr 11 2010, 01:50 PM

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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.
Aggroboy
post Apr 11 2010, 01:53 PM

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Well if I knew the answer to your question, I would be rich instead of fishing klse/lowyat for leads and tips laugh.gif
skiddtrader
post 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.
simplesmile
post Apr 11 2010, 03:54 PM

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QUOTE(skiddtrader @ Apr 11 2010, 03:40 PM)
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.
*
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?
skiddtrader
post 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.
calmwater
post Apr 12 2010, 07:56 PM

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QUOTE(skiddtrader @ Apr 11 2010, 04:18 AM)
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.
*
Yes, PROLONGED should be the main concern. Short term the stock is holding up well, but any effect on the div to the downside could affect the stock price.

The interesting side of the ringgit's appreciation is the very strong buying position this counter has with it's large cash reserves.

Does anyone know in what way the ringgit will be affected if the YUAN is adjusted higher to the U.S. Dollar ? hmm.gif

Still staying out of this counter till the picture is clearer.

This post has been edited by calmwater: Apr 12 2010, 07:57 PM
Aggroboy
post Apr 12 2010, 08:23 PM

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In short, the ringgit will strengthen as well.
ngwei2402
post Apr 12 2010, 11:17 PM

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i hope the strength of RM can let ytlp use lesser $ to do acquisition~
an acquisition can simply push the currency exchange problem aside
but ytlp actually bought seraya not long ago
dunno how long they take to swallow it and ready to eat other
i bet on ytlp's growth~

This post has been edited by ngwei2402: Apr 12 2010, 11:18 PM
calmwater
post Apr 13 2010, 04:44 AM

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QUOTE(Aggroboy @ Apr 12 2010, 08:23 AM)
In short, the ringgit will strengthen as well.
*
So, in that case the Ringgit could be heading higher in the months ahead. hmm.gif

Before the asian financial crisis or currency crisis (1997&1998), the U.S. $ to MYR conversion rate used to be very steady at 1:2.5

With the U.S. dollar continuing to weaken there is still much up side possibility for the ringgit.

skiddtrader
post 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.


TSdarkknight81
post Apr 13 2010, 04:10 PM

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QUOTE(skiddtrader @ Apr 13 2010, 12:21 PM)
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.
*
Absolutely right. In business world there are no " SMOOTH SAILING" If you feel you are on the right ship just ride the wave with the captain. wink.gif

Its all depend on how Francis Yeoh manage its cash flow and he is expert it this.

My ultimate goal from YTLPOWER is their WARRANT C thumbup.gif

This post has been edited by darkknight81: Apr 13 2010, 04:22 PM
simplesmile
post Apr 13 2010, 09:04 PM

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QUOTE(skiddtrader @ Apr 13 2010, 11:21 AM)
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.
*
True, but the assets denominated in the foreign currencies will also be lower, hence net effect is negligible.
As for repayment, the ups or downs of FX has no effect of repayment. Because the money used to pay the repayment is generated from their own currencies as well. Eg. Earn in GBP, pay in GBP. There's only effect if use MYR to pay GBP.
skiddtrader
post Apr 14 2010, 12:08 PM

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Singapore re-values currency after better than expected GDP growth.

Link
ngwei2402
post Apr 14 2010, 05:14 PM

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today got ppl queue at 2.24, wanted to sell for more than 6M
who so lack of money? haha~
TSdarkknight81
post Apr 14 2010, 05:16 PM

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QUOTE(ngwei2402 @ Apr 14 2010, 06:14 PM)
today got ppl queue at 2.24, wanted to sell for more than 6M
who so lack of money? haha~
*
EPF?
MoneyQueen
post Apr 15 2010, 03:15 PM

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QUOTE(darkknight81 @ Apr 14 2010, 05:16 PM)
EPF?
*
Buy~ Buy~ Buy~ rclxms.gif rclxms.gif rclxms.gif rclxms.gif rclxms.gif rclxms.gif rclxms.gif
officeBoy
post Apr 19 2010, 09:54 PM

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Hi Sifu,

If i have 5 lot of YTLPOWER, on March the dividend is about 7.5%, means how much i expect to get ? how is the calculation of it ?
ngwei2402
post Apr 20 2010, 02:16 AM

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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 if using nominee account

This post has been edited by ngwei2402: Apr 20 2010, 03:49 PM
skiddtrader
post 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.
MoneyQueen
post Apr 20 2010, 09:38 AM

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QUOTE(darkknight81 @ Apr 14 2010, 05:16 PM)
EPF?
*
EPF buying la... rclxms.gif rclxms.gif rclxms.gif rclxms.gif rclxms.gif rclxms.gif
ngwei2402
post Apr 20 2010, 03:48 PM

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Opps...sorry forget mention about nominee
but start from sep all company using online payment rite?
that time will charge compulsory?

This post has been edited by ngwei2402: Apr 20 2010, 03:50 PM
TSdarkknight81
post Apr 20 2010, 05:23 PM

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QUOTE(ngwei2402 @ Apr 20 2010, 04:48 PM)
Opps...sorry forget mention about nominee
but start from sep all company using online payment rite?
that time will charge compulsory?
*
You meant E-DIVIDEND RIGHT? i ALREADY submitted my bank account statement. I don think there will be any extra charges incurred.

This post has been edited by darkknight81: Apr 20 2010, 05:25 PM
skiddtrader
post 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.
officeBoy
post Apr 20 2010, 08:50 PM

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Thanks ngwei2402 !!
TSdarkknight81
post Apr 21 2010, 11:19 AM

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FYI

YTL POWER next quarter result will be out on 21-May-2010. Dividend payment date will be around 30-Jun-2010.
calmwater
post Apr 23 2010, 09:46 AM

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Ha! Ha! Told you guy's months ago, the Bakun stuff won't work.

Read as follows : http://biz.thestar.com.my/news/story.asp?f...86&sec=business
TSdarkknight81
post Apr 23 2010, 09:48 AM

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QUOTE(calmwater @ Apr 23 2010, 10:46 AM)
Ha! Ha! Told you guy's months ago, the Bakun stuff won't work.

Read as follows : http://biz.thestar.com.my/news/story.asp?f...86&sec=business
*
SARAWAK CM don want to sell cheap power to WEST MALAYSIA as he needed it badly for his own aluminium smelter plant rclxms.gif

Calm,

Got buy back any YTL WARRANT? MOTHER SHARE?

This post has been edited by darkknight81: Apr 23 2010, 09:49 AM
calmwater
post Apr 24 2010, 11:24 AM

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QUOTE(darkknight81 @ Apr 22 2010, 09:48 PM)
SARAWAK CM don want to sell cheap power to WEST MALAYSIA as he needed it badly for his own aluminium smelter plant  rclxms.gif

Calm,

Got buy back any YTL WARRANT? MOTHER SHARE?
*
No, buddy. icon_rolleyes.gif

Latest move, I sold my Stareit stocks and dived head on into Starhill Global (Singapore), which is currently 25% of my portfolio. Managed to get it @ S$0.59

Coming week looks interesting for Starhill. brows.gif

I will look at result of U.K. elections (May 06), to see the effect on Pound before re-evaluating YTLPOWR.

http://www.timesonline.co.uk/tol/news/poli...RSS&attr=797084

Another important factor to consider is as follows:

Is WiMAX or LTE the better 4G choice? rclxub.gif

http://biz.thestar.com.my/news/story.asp?f...98&sec=business

After spending Billions, WiMAX better deliver, if not........................................ cry.gif cry.gif cry.gif

My advice to all my friends and also to myselves laugh.gif

is don't put all your eggs in one basket. shakehead.gif

This post has been edited by calmwater: Apr 25 2010, 01:51 AM
TSdarkknight81
post Apr 26 2010, 04:46 PM

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QUOTE(calmwater @ Apr 24 2010, 12:24 PM)
No, buddy. icon_rolleyes.gif

Latest move, I sold my Stareit stocks and dived head on into Starhill Global (Singapore), which is currently 25% of my portfolio. Managed to get it @ S$0.59

Coming week looks interesting for Starhill. brows.gif

I will look at result of U.K. elections (May 06), to see the effect on Pound before re-evaluating YTLPOWR.

http://www.timesonline.co.uk/tol/news/poli...RSS&attr=797084

Another important factor to consider is as follows:

Is WiMAX or LTE the better 4G choice?  rclxub.gif

http://biz.thestar.com.my/news/story.asp?f...98&sec=business

After spending Billions, WiMAX better deliver, if not........................................ cry.gif  cry.gif  cry.gif

My advice to all my friends and also to myselves  laugh.gif

is don't put all your eggs in one basket. shakehead.gif
*
1. In the first place I am never favour in this wimax stuffs. However, since FRANCIS YEOH tie up with TM on the rolling out of wimax on utilizing TM FACILITIES. I feel much more comfortable as they will not pump in money as much as RM 2.5 BILLION as being expected earlier.
Furthermore, I believe since our government are promoting on WIMAX . We don need to worry on LTE as it will contradict with their initial plan on rolling out WIMAX. It is different technology with different PLATFORM. I can 101 % sure this is impossible.

2. BRITISH POUND.
I BELIEVE the british pound effect already factored in the share price for quite some times that’s y you can see the share price has been stagnant for quite some times. However, I believe this is only for short term. It will rebound back one day as it is one of the reserve currency.

Besides, strengthening of MYR is only for short term and I believe it is not sustainable. I don think Malaysia Government servant productivity is any better than BRITISH. And almost more than 1 million out from 26 million of Malaysian populations are from government sectors without even considering those pensioners yet.

If our government did not take action on increasing our workforce productivity by increasing government servant PAY in order to achieve high income economy. Our economy will be in a mess like EUROPE too.

TSdarkknight81
post Apr 28 2010, 01:02 PM

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QUOTE

CHINA'S biggest power producer China Huaneng, which has just announced a 41 per cent jump in first-quarter earnings thanks to surging domestic electricity demand, said that its Singapore unit Tuas Power boosted its market share here in Q1.

Tuas Power - Singapore's third-largest generating company with 2,670 megawatts - upped its share of the local electricity market to 24.5 per cent, from 22.4 per cent in Q1 last year, China Huaneng said.

Last year, Malaysian YTL-owned PowerSeraya became the market leader here with a 27.2 per cent share, overtaking French-Japanese owned Senoko Energy, which dropped to second place with 26.4 per cent. Tuas Power was third with 24.3 per cent, figures from Energy Market Company recently showed.

China Huaneng said this week that its Q1 net profit was 952.82 million yuan (S$191 million), up from 676.25 million yuan a year back.

In Q1, its domestic generation within China rose 40 per cent year on year to 58.578 billion kilowatt hours (kwh). It attributed this to higher economic activity that boosted power use nationwide, as well as its own sales efforts.

China Huaneng has controlled generating capacity of 49,433 MW and equity-based capacity of 45,912 MW.

In Singapore, it is boosting Tuas Power's capacity and has started construction of a stand-alone $2 billion clean coal/biomass cogeneration plant that will produce 1,000 tonnes of steam per hour and 160MW of electricity for industries on Jurong Island.

Tuas Power is also spending $400 million to build a fifth gas-firing combined cycle plant of about 400MW, replacing an older steam plant.
TSdarkknight81
post May 3 2010, 08:59 AM

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QUOTE
Govt may announce soon plan for power plant up
By JAGDEV SINGH SIDHU
jagdev@thestar.com.my

KUALA LUMPUR: The Government is expected to announce soon the plant up for new power stations to avoid reserve margin of electricity dipping below 20% in 2015 but analysts say there is a bigger problem over the horizon.

The expiry of first-generation power purchase agreements (PPAs) would take place around the same time and analysts feel a solution to address that situation would be critical.

“Going by the rate of electricity demand, there is a need for more planting up,’’ said an analyst.

The general view is that 700MW to 1,000MW would need to be added to the national grid by 2015 to preserve the reserve margin buffer.

The need for additional power for Peninsular Malaysia comes after plans to receive power from Bakun dam was scrapped in view of Sarawak’s own demand for energy to be used by heavy industries that will be built in the state.

Tenaga Nasional Bhd (TNB), in a briefing last week, said it would expand its coal-fired power plant in Manjung, Perak, to meet future energy demand.

“Manjung is the preferred option based on its location, the target for the plant to be operational by 2015 and the minimum cost involved for transmission,’’ TNB chairman Tan Sri Leo Moggie said at the briefing.

He said without new sources of energy, TNB’s power reserve margin would drop below the critical 20% by 2016.

MMC Corp Bhd on Thursday threw its name into the hat of power players that will be willing to build additional power plant by saying that it would be interested in spending up to US$1.2bil to build an additional 800MW plant at its Tanjung Bin complex in Johor.

Analysts said should the additional 1,000MW be built by 2015, it would push the reserve margin back up to around 30% but there were also other issues to be considered.

First, the 1,000MW would represent additional capacity to meet the demand in the immediate future and does not take into account the country’s long-term energy demand.

For that, more is needed and the number that is being talked about is 4,000MW up to 2020.

To meet that demand, analysts believe the type of power plants to be built would move away from gas-fired due to supply constraints.

Unless the price of gas is liberalised to reflect global commercial rates, Petroliam Nasional Bhd might not be interested in supplying gas at subsidied prices beyond its current obligation.

“We don’t have much choice but to go for coal-fired plants,’’ said TA Securities analyst James Ratnam.

TNB and MMC Corp’s unit Malakoff Bhd would be the obvious candidates for the new plant ups, given their involvement in coal-fired plants, but analysts expect other IPPs to voice their interest too.

While there might be a consideration for renewable energy to meet future demand, James said cost to the consumers could prove prohibitive. “Would Malaysians have the stomach to bear that additional cost?’’ he asked.

Another issue that the Government needs to grapple with would be the expiry of first-generation IPPs.

Maybank Investment Bank Bhd analyst Teh Chi Chang said if the concessions of existing IPPs were not extended, the country might be looking at a razor-thin reserve margin after 2015.

By then, the concession of IPPs will expire, starting with YTL Power International Bhd, Tanjong plc and Malakoff. These three plants have a combined generation capacity of 2900MW.
skiddtrader
post 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

TSdarkknight81
post May 3 2010, 10:30 AM

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QUOTE(skiddtrader @ May 3 2010, 10:51 AM)
Haha very interesting article in The Edge Malaysia. Something about YTL at the end of the article.
Greek Problem
*
Totally agree. Thats y in my previous post i have mentioned it on the depreciation of POUND STERLING. i told calm not to worry "Too much" on pound sterling against RM as MALAYSIA does not necessary in a better state than UK....A lot of stuffs does not unfold yet for MALAYSIA brows.gif

Plan to buy some more YTLPOWER SOON thumbup.gif after i got my next dividend. It will be perfect if my RCECAP fly next month and i can sell it off to buy more YTLPOWER.

This post has been edited by darkknight81: May 3 2010, 10:31 AM
calmwater
post May 3 2010, 08:25 PM

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I have to agree on the petroleum thingy. laugh.gif

I heard our reserves are fast declining, wonder when the wells are going to dry up. sweat.gif

How will Malaysia survive? sweat.gif

For the short term though, Europe(Euro Zone) + U.K. got plenty of problem. icon_rolleyes.gif

This post has been edited by calmwater: May 3 2010, 08:30 PM
TSdarkknight81
post May 5 2010, 08:27 AM

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QUOTE
Our first nuke plant by 2021
By LESTER KONG
lester@thestar.com.my

KUALA LUMPUR: The Government has approved the setting up of a nuclear power plant which is slated to start operations in 2021.

Energy, Green Technology and Water Minister Datuk Seri Peter Chin Fah Kui said his ministry had been given the go-ahead by the Economic Council to start identifying suitable sites.

Declining to reveal the possible sites and the total power deliverable, Chin said the nuclear plant needed to be built in an area with high power demand.

“Building of the first plant needs a lead time of at least 10 years. We need to look at the safety aspects, human resources and the location,” he told reporters after launching the first Carbon Neutral Conference on Sustainable Buildings in South-East Asia yesterday.

Chin said the International Atomic Energy Agency had the final say on whether the plant could be built.

“Technology know-how and providers may possibly come from either South Korea, China, France or Japan,” he added.

On the disposal of radioactive nuclear waste, he said the matter would be worked out with the technology provider at a later date.

Chin stressed that a nuclear plant was sorely needed to meet the country’s accelerating energy needs and ensured its energy security.

He pointed out that national energy demand topped out at 14,000 megawatts (MW) out of a maximum capacity of 23,000MW.

“We do not want a situation where we have to start buying our coal from foreign sources. Nuclear energy is the only viable option towards our long-term energy needs.

“Our energy mix is rather unhealthy. We are depending too much on coal and oil,” he said.

Chin stressed that despite nuclear energy’s astronomical start-up costs, it was more cost- and energy-efficient than dotting the country with coal-fired power plants.

“Our renewal energy sector is also very small. It has only a supplementary role,” he said.

On the political fallout from building a nuclear plant, Chin said the Government would be ready to explain it to the people on the need for one.

stupidbump
post May 5 2010, 09:18 AM

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QUOTE(darkknight81 @ May 5 2010, 08:27 AM)

*
darkknight,

YTLPWR got anything to do with this hmm.gif
TSdarkknight81
post May 5 2010, 09:28 AM

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QUOTE(stupidbump @ May 5 2010, 10:18 AM)
darkknight,

YTLPWR got anything to do with this  hmm.gif
*
I don know as i am not the director but i know that.

1. This is something related to MALAYSIA power industry.

Secondly YTL POWER has a lot of CASH.
TSdarkknight81
post May 10 2010, 12:33 PM

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HUGE CASH PILE OF 1.18 PER SHARE


Attached File(s)
Attached File  YTL_Power_International_Bhd_01032010.pdf ( 89.75k ) Number of downloads: 28
skiddtrader
post May 10 2010, 03:31 PM

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WiMax news like everytime hear but no sign of it also. hmm.gif


TSdarkknight81
post May 10 2010, 03:39 PM

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QUOTE(skiddtrader @ May 10 2010, 04:31 PM)
WiMax news like everytime hear but no sign of it also.  hmm.gif
*
I am immuned to WIMAX news already laugh.gif Tak ada rasa pun
skiddtrader
post 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  laugh.gif Tak ada rasa pun
*
In Hokkien is "Baa already".
TSdarkknight81
post May 10 2010, 04:11 PM

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QUOTE(skiddtrader @ May 10 2010, 04:52 PM)
In Hokkien is "Baa already".
*
ya nod.gif
calmwater
post May 10 2010, 08:02 PM

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Observed this today.

24 x 500,000 shares transacted at 4:50pm. That's 12 million shares sold and bought in one minute. One major investor offloaded to another major investor at 2.18 per share. shocking.gif
One sen below previous close. Someone lost confidence or maybe see something coming? ......... and who agree to buy? EPF? hmm.gif

C'mon fellas dig for the information.

This post has been edited by calmwater: May 10 2010, 08:06 PM
simplesmile
post May 10 2010, 08:29 PM

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QUOTE(calmwater @ May 10 2010, 08:02 PM)
Observed this today.

24 x 500,000 shares transacted at 4:50pm. That's 12 million shares sold and bought in one minute. One major investor offloaded to another major investor at 2.18 per share. shocking.gif 
One sen below previous close. Someone lost confidence or maybe see something coming? ......... and who agree to buy? EPF? hmm.gif

C'mon fellas dig for the information.
*
Hahahaha, might turn out to be EPF left hand selling to the right hand.
TSdarkknight81
post May 11 2010, 08:14 AM

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QUOTE(calmwater @ May 10 2010, 09:02 PM)
Observed this today.

24 x 500,000 shares transacted at 4:50pm. That's 12 million shares sold and bought in one minute. One major investor offloaded to another major investor at 2.18 per share. shocking.gif 
One sen below previous close. Someone lost confidence or maybe see something coming? ......... and who agree to buy? EPF? hmm.gif

C'mon fellas dig for the information.
*
http://www.bnm.gov.my/index.php?ch=12&pg=6...ype=Mid&unit=rm

For all YTLPOWER holders, i think the next quarterly report that are going to be announced by 21st this month will not be as impressive compare with previous quarter base on the GBP exchange rates

This post has been edited by darkknight81: May 11 2010, 08:17 AM
calmwater
post May 11 2010, 09:04 PM

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QUOTE(darkknight81 @ May 10 2010, 08:14 PM)
http://www.bnm.gov.my/index.php?ch=12&pg=6...ype=Mid&unit=rm

For all YTLPOWER holders, i think the next quarterly report that are going to be announced by 21st this month will not be as impressive compare with previous quarter base on the GBP exchange rates
*
How long can YTLPOWR investors ignore the falling pound? hmm.gif

Morgan Stanley Issues HUGE Short Call On The Pound As Hung Parliament Fears Drag On

Read more: http://www.businessinsider.com/morgan-stan...5#ixzz0nctDtaef

Oracles99
post May 11 2010, 10:34 PM

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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?
skiddtrader
post 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
TSdarkknight81
post May 12 2010, 09:22 AM

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QUOTE(calmwater @ May 11 2010, 10:04 PM)
How long can YTLPOWR investors ignore the falling pound?  hmm.gif

Morgan Stanley Issues HUGE Short Call On The Pound As Hung Parliament Fears Drag On

Read more: http://www.businessinsider.com/morgan-stan...5#ixzz0nctDtaef
*
I do worry on the falling pound. nod.gif 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 tongue.gif

This post has been edited by darkknight81: May 12 2010, 09:24 AM
skiddtrader
post 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.  nod.gif  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  tongue.gif
*
Haha no I have not plan to sell it. So far it's still profitable and working as intended.
TSdarkknight81
post May 12 2010, 09:44 AM

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QUOTE(skiddtrader @ May 12 2010, 10:36 AM)
Haha no I have not plan to sell it. So far it's still profitable and working as intended.
*
Yup thats what i am thinking also. Unless they don pay out dividend consecutively for at least 2 quarters then sorry lol.

Furthermore, the very main reason i put most of my bet into YTLPOWER is i can trust FRANCIS YEOH.... not becos of the company but becos of FRANCIS YEOH....

This post has been edited by darkknight81: May 12 2010, 09:44 AM
TSdarkknight81
post May 13 2010, 01:30 PM

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http://uk.news.yahoo.com/18/20100512/tpl-c...br-5b839a9.html


[/QUOTE]

- a statement that cutting the country's record deficit was "the most urgent issue" facing Britain.

- an emergency budget within 50 days.

- saying "Britain will not join or prepare to join the euro in this parliament."

- the cancellation of plans to build a third runway at London's Heathrow airport.

- stressing that "essential" reform to the banking system is needed to avoid a repeat of the 2008 financial crisis which it blamed on the last government.

Earlier, new Foreign Secretary William Hague insisted the coalition agreement, forged in five days of talks after an inconclusive May 6 election produced the first hung parliament since 1974, would stand the test of time.

"I don't think it will be a weak coalition. It will be a strong government," said Hague, adding that the conflict in Afghanistan -- where Britain has around 10,000 troops -- would be his "most urgent priority."

New Finance Minister George Osborne added: "Now's the time to roll up the sleeves, and get Britain working."

London's stock market and the pound recovered after a jittery few days ended with Tuesday's deal, although the currency later gave up early gains.

Bank of England governor Mervyn King welcomed Cameron's plan to make six billion pounds (seven billion euros, nine billion dollars) of public sector savings in 2010, deeply opposed by his Labour predecessor Gordon Brown.

Britain's deficit stands at 163.4 billion pounds, or 11.6 percent of gross domestic product -- the highest level since World War II. It emerged from recession at the end of last year.

Cameron was asked to form a government by Queen Elizabeth II late Tuesday after Brown resigned.

The race to be the Labour party's next leader got under way Wednesday, with ex-foreign secretary David Miliband the first to throw his hat into the ring.

US President Barack Obama called Cameron within minutes of his appointment, inviting him to visit in July, Downing Street said -- and on Tuesday the US leader called the British premier a "smart, dedicated (and) effective" leader.

Hague will also travel to Washington on Friday for talks with US Secretary of State Hillary Clinton, both sides said.

Chinese Premier Wen Jiabao and Indian Prime Minister Manmohan Singh talked to Cameron, with Singh inviting him for an "early" visit to Delhi.

French President Nicolas Sarkozy is to hold talks with Cameron in a visit on June 18.

Critics say the deal between the centre-right Conservatives and centrist Lib Dems is an unlikely alliance, since they have strongly differing views on a number of issues.

But between them, they have enough to secure a majority in the House of Commons which Labour and the Lib Dems, seen as more natural bedfellows, did not, although they held talks.

Clegg leads a Liberal party into British government for the first time since

[QUOTE]

This post has been edited by darkknight81: May 13 2010, 01:31 PM
calmwater
post May 13 2010, 08:01 PM

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So where is the pound going after the new leadership?


Live rates at 2010.05.13 11:59:09 UTC
1.00 GBP = 4.70760 MYR
United Kingdom Pounds Malaysia Ringgits
1 GBP = 4.70760 MYR 1 MYR = 0.212423 GBP


I feel like trying out currency trading, pound beginning to look really cheap. hmm.gif

Especially if it goes even lower. drool.gif

This post has been edited by calmwater: May 13 2010, 08:03 PM
TSdarkknight81
post May 14 2010, 07:41 AM

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QUOTE(calmwater @ May 13 2010, 09:01 PM)
So where is the pound going after the new leadership?

 
  Live rates at 2010.05.13 11:59:09 UTC   
1.00 GBP = 4.70760 MYR 
United Kingdom Pounds    Malaysia Ringgits 
1 GBP = 4.70760 MYR  1 MYR = 0.212423 GBP
 

I feel like trying out currency trading, pound beginning to look really cheap. hmm.gif

Especially if it goes even lower. drool.gif
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Yup you are right.

UK has very big and liquid bond market unlike other EUROPEANS COUNTRIES therefore, i believe current GBP depreciation was for short term.




calmwater
post May 14 2010, 08:21 PM

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LATEST COMMENTS BY FRANCIS YEOH:

On whether the weaker pound sterling would affect YTL Power International Bhd's receivables from Wessex Water Ltd, Yeoh said being a diversified international player, there were bound to be earnings translation losses and gains from overseas investments.

YTL Power acquired Wessex Water, a water and sewerage operator in the United Kingdom, in 2002 for £1.24bil.

He said investors should look at the company's long-term operational efficiency and profitability instead of its quarterly performance.

“All our overseas assets operate on their own and having borrowings in their local currencies provide a natural hedge against foreign exchange fluctuations.

“We are very happy with our investment in Wessex and aim to make it the top water and sewerage company in the world,” Yeoh said.

An analyst with a local brokerage said most investors bought into YTL Power for its strong dividend yield.



This post has been edited by calmwater: May 14 2010, 08:23 PM
TSdarkknight81
post May 14 2010, 10:00 PM

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QUOTE(calmwater @ May 14 2010, 09:21 PM)
LATEST COMMENTS BY FRANCIS YEOH:

On whether the weaker pound sterling would affect YTL Power International Bhd's receivables from Wessex Water Ltd, Yeoh said being a diversified international player, there were bound to be earnings translation losses and gains from overseas investments.

YTL Power acquired Wessex Water, a water and sewerage operator in the United Kingdom, in 2002 for £1.24bil.

He said investors should look at the company's long-term operational efficiency and profitability instead of its quarterly performance.

“All our overseas assets operate on their own and having borrowings in their local currencies provide a natural hedge against foreign exchange fluctuations.

“We are very happy with our investment in Wessex and aim to make it the top water and sewerage company in the world,” Yeoh said.

An analyst with a local brokerage said most investors bought into YTL Power for its strong dividend yield.
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Yup absolutely right rclxms.gif YTLPOWER definitely is for my long term holding. If you look at long term current pound depreciation should not be a major issue for investors to sell off their shares.
wwloon32
post May 16 2010, 01:16 PM

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QUOTE(darkknight81 @ May 12 2010, 09:22 AM)
I do worry on the falling pound.  nod.gif  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  tongue.gif
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That makes what left at Wessex Water worth much less.
I remember once when Francis comment Wessex Water worth much more than it did,
now it worth much less, and I wonder will the FOREX impact its profit,
after all, profit do reflect one's company asset fluctuation.
calmwater
post May 16 2010, 08:12 PM

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QUOTE(wwloon32 @ May 16 2010, 01:16 AM)
That makes what left at Wessex Water worth much less.
I remember once when Francis comment Wessex Water worth much more than it did,
now it worth much less, and I wonder will the FOREX impact its profit,
after all, profit do reflect one's company asset fluctuation.
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Yeah, Wessex was worth much more when POUND/RINGGIT was 1:7 a few years ago.

I was looking at the possibility of YTLPOWR listing WESSEX on LSE to unlock it's value and use the funds raised to expand it's operations further. But now at an exchange rate of 1:4.7 the valuation of WESSEX has declined by about 30% and so I believe it's profits as well.

YTLPOWR will have to depend very much on SERAYA and it's new CO-GEN plant to cancel out the negative effect of the POUND and that is left to be seen in the coming months.

Still waiting for an opportune time to re -enter YTLPOWR. Could take a few more months for this whole thing to play out. Have to waaaaaaaaaaaaaaaaaait patiently.

DIVIDENDS is the key. If it is maintained the price should hold, if not there could be a slide. icon_rolleyes.gif

This post has been edited by calmwater: May 16 2010, 08:16 PM
wwloon32
post May 16 2010, 08:34 PM

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QUOTE(calmwater @ May 16 2010, 08:12 PM)
Yeah, Wessex was worth much more when POUND/RINGGIT was 1:7 a few years ago.

I was looking at the possibility of YTLPOWR listing WESSEX on LSE to unlock it's value and use the funds raised to expand it's operations further. But now at an exchange rate of 1:4.7  the valuation of WESSEX has declined by about 30% and so I believe it's profits as well.

YTLPOWR will have to depend very much on SERAYA and it's new CO-GEN plant to cancel out the negative effect of the POUND and that is left to be seen in the coming months.

Still waiting for an opportune time to re -enter YTLPOWR. Could take a few more months for this whole thing to play out. Have to waaaaaaaaaaaaaaaaaait patiently.

DIVIDENDS is the key. If it is maintained the price should hold, if not there could be a slide. icon_rolleyes.gif
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Certainly I don't think much when it come to dividend, there is better dividend stock.
It's the share price but with such huge amount of warrant and debt, I don't think it will be go up anytime.
So, I sell it because there is not much strong point anymore, swap it for CSCSTEL.
leiwulong90
post May 17 2010, 01:02 AM

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What's YTL power's dividend yield based on it last price of RM 2.21?
skiddtrader
post 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?
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Based on current price of RM2.21 and the trend of the interim dividends. DY is expected to be around 6.7%.
TSdarkknight81
post May 29 2010, 07:58 AM

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YTLPOWER RESULTS finally out. Declared 3.75 cents dividend.

1. I am surprise that Wessex Water profit increased maybe due to their recent price hike in water supply.

2. Contribution from POWER SERAYA ALMOST at par with WESSEX WATER !!!
Profit before tax of POWER SERAYA surge more than 100% comparing with previous quarter!!!

3. 758 MW combined cycle plant will be commissioned after JUNE 2010.
Contribution from POWER SERAYA might overtook WESSEX WATER thereafter. hmm.gif

In conclusion, we start to see value from POWER SERAYA already and depreciation of POUND STERLING does not have that great impact
for WESSEX EARNINGS. One more things check out the borrowings in pound which is in my report.

My investment in YTLPOWER for almost 2 years started to bear fruits liaw rclxm9.gif



In my attachment, i have compile the contribution from each segment in term of %.

Correct me Skidd taikor if you see any mistakes notworthy.gif

About RM 800 MILLION (USD 250 MILLION x 3.2) are being spent to settle the due RM 250 MILLION BOND in USD.

This post has been edited by darkknight81: May 29 2010, 09:21 AM


Attached File(s)
Attached File  ytlpower.pdf ( 45.52k ) Number of downloads: 48
TSdarkknight81
post May 31 2010, 09:40 PM

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FROM CIMB


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Attached File  YTLP.pdf ( 214.7k ) Number of downloads: 34
Molotov Cocktail
post May 31 2010, 10:20 PM

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hi darkknight, at the price rm2.20 per share what is the estimated dividend yield at current dividend payment? is it 6%
TSdarkknight81
post Jun 1 2010, 09:04 AM

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QUOTE(Molotov Cocktail @ May 31 2010, 11:20 PM)
hi darkknight, at the price rm2.20 per share what is the estimated dividend yield at current dividend payment? is it 6%
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6.8%
RobinHood888
post Jun 1 2010, 03:32 PM

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YTL should consider also.
The bullen train project from singapore to malaysia, may reconsidered by government. (personal opinion)
TSdarkknight81
post Jun 4 2010, 07:48 AM

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http://www.themalaysianinsider.com/busines...7-says-analyst/

QUOTE
KUALA LUMPUR, May 24 — The head of a local research house has warned that the nation faces a possible power crunch in 2017 if gas subsidies are not removed.

OSK Research Sdn Bhd's head of research Chris Eng said that Petronas could decline to extend the gas supply agreements (GSA) with independent power producers (IPPs) if gas subsidies are not removed, potentially causing IPPs to stop operation and removing 4,105 MW worth of electricity from the system and dropping reserve margins to as low as 13 per cent.

Petronas spent RM19.7 billion on natural gas subsidies in 2008 of which subsidies for IPPs amounted to RM13.8 billion, a 17.9 per cent increase from the previous year.

Eng noted that even if Tenaga Nasional Berhad (TNB) and MMC Corporation Berhad expand their power plants at Janamanjung and Tanjung Bin by 2,000 MW and 800 MW, it would be insufficient to cover the shortfall.

“The nation’s reserve margin would fall below 30 per cent in TNB in the financial year 2014 and would fall below 20 per cent in 2017 which would be disastrous,” said  Eng in a report today.

He added that if subsidies were removed however, Petronas could construct a regasification plant to import liquefied natural gas (LNG) and renew its GSA with the IPPs.

Together with the plant expansions at Janamanjung and Tanjung Bin, Eng said that TNB’s reserve margin would dip below 30 per cent in 2014 and 2015 but climb back up above 30 per cent in 2016.

He added that given the strong electricity demand over the next seven years and the looming expiry of the GSAs and the power purchase agreements between IPPs and TNB, it was imperative for gas subsidies to be removed to incentivise Petronas to import LNG to make up for shortages.

Figures provided by OSK Research show that IPPs possess about 47 per cent of the electricity generation capacity in Peninsular Malaysia and natural gas was the dominant fuel source — accounting for 55 per cent of electricity generation capacity.

Eng noted however that the non-removal of subsidies was a worst case scenario and it was more likely that a long term schedule for gas subsidy reduction would be announced and gas subsidies would drop to zero over 10 to 15 years, similar to what was announced in 2008 but was not enforced after March 2009.

He added that he was upbeat on the power sector given the likelihood of an electricity tariff hike and subsidy removal as utility companies stood to benefit.

The cabinet is meeting this week in a bid to slash subsidy spending that has more than doubled since 2006 and last year helped push the country to its biggest budget deficit in over 20 years.

According to official government figures, subsidy spending rose to RM24.5 billion in 2009, 15.3 per cent of total federal government spending and more than double the RM10.1 billion it spent in 2006.



TSdarkknight81
post Jun 4 2010, 07:54 AM

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http://www.btimes.com.my/Current_News/BTIM...icle/index_html

QUOTE
Malaysia can move faster towards the much sought target of a high-income economy under the New Economic Model if current cheap electricity rates, linked to subsidised gas, can come to an end sooner than later, analysts said.

They said a prolonged dependency on inexpensive power will do more harm than good as domestic industries are relying too heavily on low production cost, made possible by subsidised gas so as to compete in the world market.

With the country's gas reserves reportedly to deplete by 2016-2019, there was a more compelling reason for a gradual removal of subsidy on gas as soon as possible.

"There is no escape from winding down the subsidies as we have limited resources which need to be preserved and maximised for future generations," said Jupiter Securities' Head of Research Pong Teng Siew.
Another analyst opined that low tariff rates made possible by subsidised gas prices do not reflect the country's true competitiveness.

"Just picture ourselves nine years down the road when we have to depend on imported gas.

"That is why there has to be a commitment to move domestic gas price to the market price and raise electric tariff rates accordingly," he told Bernama recently.

Domestic electricity tariffs are currently reviewed every six months.

In the last tariff adjustment in March 2009, the average electricity tariff was cut by 3.7 per cent in line with a 25 per cent reduction in gas price to RM10.70 from RM14.31 per MMBTU.

In July 2008, the government implemented a 24 per cent hike in tariff as a result of a 123 per cent increase in gas price.

OSK Research's Head of Research Chris Eng said if Malaysia was to be viewed in the context of a trading country in a globalised world, "one cannot expect the subsidies to last forever. We need to discard the subsidy mentality."

Pong believed pressure groups lobbying to keep cost artificially low through cheap power would always be around but this needs to be handled delicately so as to ensure the best interest of the country going forward.

"Private entrepreneurs, particularly the bigger ones who employ inexpensive foreign labour to produce goods using cheap imported materials, frequently oppose tariff hikes as they benefitted substantially from cheap power.

"That basically means that they continue to make extraordinary profits at the expense of future generations," he said.

As to the possible repercussions of higher power tariff on manufacturers, Eng said if tariffs were increased by five per cent, their earnings would not be affected.

However, should the government decide to raise tariffs by 20 per cent, the impact on earnings would be substantial.

"But then again, why are we subsidising industries at the expense of public interest?," he asked.

A senior analyst, who requested anonymity, said the delayed tariff increase did not augur well for the local bourse and shares of utility service providers especially Tenaga Nasional Berhad.

Prices of TNB shares had been weekly traded over the past few weeks, as market investors were disappointed by the deferment of a decision on tariff hikes.

She pointed out that foreign investors holding stakes in Tenaga currently stands at only nine per cent compared with a peak of 28 per cent sometime back.

"There is a need for clarity in the electricity tariff through a more transparent tariff pass-through formula.

"With the economy gradually recovering, uncertainty (in the market) is the last thing that investors want to deal with," she added.

She noted that coal prices have somewhat stabilised at the moment but gas prices were trending upwards.

Gas price in Malaysia is tied to Medium Fuel Oil (MFO).
The daily average price of MFO in Singapore has risen to around US$72 per barrel in December 2009 from US$37 per barrel in March 2009.

At present, the power sector's fuel mix comprise of 65 per cent gas, 28 per cent coal, almost seven per cent hydro and less than 0.1 per cent diesel.

Should the government decide on a cut in subsidy for gas prices, the national utility company has no choice but to pass the extra costs to consumers.

"Tenaga is already heavily burdened by high capacity payments to independent power producers (IPPs) and rising costs of supply. It cannot absorb additional cost," said the analyst.

Total IPP and fuel costs represent 65 per cent of TNB's total operating costs for the financial year ended Aug 31, 2009.

The national utility corporation paid over RM14 billion to IPPs for the 2009 financial year.

Eng added compared with its global peers, Tenaga's return on assets was very low.

"If you want to make Tenaga more attractive and viable to investors a tariff hike is very important," he said.

Pong believed the best time to review tariffs was when the economy was on a strong footing but a strong political will was also necessary to institute change.

"Equally important is for Malaysians to willingly accept a mindset change. Bite the bullet for the removal of gas subsidy and correspondingly for higher tariff rates.

Although this would surely cause "a hole in our pockets" everyone needs to sacrifice for the long-term benefits of future generations, added Pong. - Bernama

Read more: 'End low power tariff from subsidised gas' http://www.btimes.com.my/Current_News/BTIM...l#ixzz0ppymIlb4
This post has been edited by darkknight81: Jun 4 2010, 07:54 AM
TSdarkknight81
post Jun 4 2010, 08:21 PM

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YTL POWER RESEARCH PAPER


Attached File(s)
Attached File  YTLP_20100531_3Q10.pdf ( 159.79k ) Number of downloads: 60
Attached File  YTLP_LATEST.pdf ( 159.79k ) Number of downloads: 59
Attached File  RR_NOMURA_YTLP.pdf ( 254.71k ) Number of downloads: 47
TSdarkknight81
post Jun 10 2010, 07:56 AM

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QUOTE
By Mathew Carr and Eduard Gismatullin

June 9 (Bloomberg) -- Coal’s share of global energy consumption rose last year to its highest level since 1970 as use of natural gas fell the most on record, a tendency that may continue, BP Plc said in a report.

Coal accounted for 29 percent of world energy use, BP said today in its annual Statistical Review of World Energy. The report measures consumption of oil, gas, coal, nuclear energy and hydroelectricity. Global consumption dropped 1.3 percent in 2009 to 11.16 billion metric tons of oil equivalent, the first decline since 1982, BP said.

The United Nations is seeking to curb fossil-fuel consumption, which produces greenhouse gases linked to climate change. Coal releases about double the emissions of natural gas for each unit of electricity produced. Carbon-dioxide emissions probably dropped for the first time since 1998, the BP report said, based on energy-consumption data.

“China became a large-scale coal importer, which prevented global coal consumption from falling,” Tony Hayward, BP’s chief executive officer, said today in an introduction to the review. “Given the OPEC cuts, the world’s largest increase in oil production by far came from the U.S., mainly from the Gulf of Mexico. This is not an excuse for anything but a piece of the reality in which we all live.”

The share of coal consumption in developing countries such as China and India will continue to grow in the overall energy mix, BP Chief Economist Christof Ruehl said today in an interview in London.

“That’s what electricity production is based on and that’s necessary for economic growth,” he said.

Economic Stimulus

China’s and India’s respective coal consumption rose by 10 percent and 7 percent last year, exceeding gross domestic product growth, Ruehl said. In late 2008, the Chinese government started major infrastructure projects that have boosted demand for energy-intensive products, such as steel and cement, and therefore demand for coal.

BP shares fell for a third day in London as President Barack Obama stepped up pressure on Hayward to stop the worst oil leak in U.S. history. The shares fell 4.2 percent to 391.55 pence, the lowest price since October 2008 after a 5 percent drop yesterday. The stock has fallen 40 percent since April 20, when an explosion on the Deepwater Horizon rig triggered the spill.

The Organization of Petroleum Exporting Countries announced production cuts in late 2008. Global oil consumption in 2009 fell 2 percent to 3.88 billion metric tons, BP said.

While use of coal dropped last year, oil and natural gas consumption dropped more, meaning coal’s share of overall energy consumption rose. Coal consumption fell 0.2 percent to 3.28 billion metric tons of oil equivalent while gas declined 2.4 percent to 2.65 billion tons.

TSdarkknight81
post Jun 10 2010, 08:14 AM

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QUOTE
Nuclear Power Plant Will Cost US$2.5-US$4 Billion

KUALA LUMPUR, June 7 (Bernama) -- A 1,000 megawatts (MW) nuclear power plant will cost US$2.5-US$4 billion (RM8.3-RM13.3 billion) to build, Dewan Rakyat heard today.

Minister of Energy, Green Technology and Water Datuk Peter Chin Fah Kui said the amount did not include research and development in soft infrastructure like human capital development and improvements to support the nuclear plant.

"The cost of operating a nuclear plant is lower than that using oil, coal and natural gas," he told Lim Guan Eng (DAP-Bagan) who asked about the plant planned for 2021 and its impact on the environment.

Chin said the nuclear plant's exact location had yet to be determined but it would be built in peninsula to meet rising demand for electricity post 2020.

The government would use international standards when choosing the location by considering factors like population density, environment, hydrology, seismic, teutonic and geomography.

He said as a member of the International Atomic Energy Agency (IAEA), the government would ensure that all safety regulations would be adhered to.

"Licence for the plant project site will only be issued after all studies including environmental impact assessment and radiation are done."

Chin allayed public fears over safety concerns as nuclear technology had improved in recent years.

"The reactor will stop quickly, in several seconds, in case of unforeseen incidents," he added.

Radiation from nuclear plants were also lower than those at background radiation areas as they had five safety layers to prevent radiation.
TSdarkknight81
post Jun 10 2010, 08:17 AM

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[/QUOTE]BURIED in between Prime Minister Datuk Seri Najib Razak's urgent motion on Monday denouncing Israeli's attack on the Gaza aid flotilla and Datuk Seri Anwar Ibrahim's appearance yesterday before a Parliamentary Rights and Privileges Committee, the issue of Malaysia going nuclear big time in 2021 received but modest attention.

It is after all a long-term programme but the early feelers sent out by the Najib administration received mixed response, especially from 16 lawmakers who grilled Energy, Green Technology and Water Minister Datuk Peter Chin Fah Kui over the matter.

In sounding off his misgivings in the Dewan Rakyat during question time on Monday, Lim Guan Eng (DAP-Bagan) led the first charge against a nuclear plant with this poser -- if the construction of a stadium and a mosque can go awry, what more a nuclear power plant?


And if the construction of a nuclear plant is approved, where would it be located? Would Malaysians in that location welcome such a hulking structure that may, or may not, leak radiation and lead to lethal radiation-related illnesses?

"Perhaps our first nuclear plant should be located in Miri," Lim quipped, alluding to Chin's parliamentary constituency.

No doubt Lim and other doubters have read about the plight of victims of a nuclear plant accident. And his scepticism is well-founded.


There is merit to his arguments, after all. Up till 2007, nuclear power plants worldwide had registered 63 accidents, 29 of which came after the worst disaster of them all -- the 1986 Chernobyl catastrophe in the old Soviet Union that killed 56 and led to 4,000 cases of deadly cancer.

Lim appealed to the government to consider renewable power like solar and windmill power. Chin acknowledged this with a counter argument: in Seoul, the nuclear plant built near the city was so well conceived and efficiently managed that residents embraced the independence from coal and oil.

"In fact, they are so proud of the plant that they opposed any move to relocate it."


And there is also merit in pushing for the construction of a nuclear plant. First and foremost is the reality that the world's oil wells will eventually run out.

While renewable energy like wind and solar are safe alternatives, they demand a big investment in infrastructure, equipment and technology.

This energy-harnessing aspect was also envisaged by Chin, who said besides a nuclear power plant, plans for wind and solar factories were also in the pipeline.

The nuclear plant Malaysia wants is still 11 years away and there's plenty of time to improve on the safety measures to be taken and getting Malaysians accustomed to the concept.

Read more: Time aplenty to mull over nuclear power stations http://www.nst.com.my/nst/articles/10nuke/.../#ixzz0qP9bzSj9[QUOTE]


This post has been edited by darkknight81: Jun 10 2010, 08:17 AM
snc
post Jun 11 2010, 04:28 PM

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I'm newbie to here, just wordering to ask whether this share worth to keep or invest at RM2.20/share?
xuzen
post Jun 12 2010, 01:00 PM

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QUOTE(snc @ Jun 11 2010, 04:28 PM)
I'm newbie to here, just wordering to ask whether this share worth to keep or invest at RM2.20/share?
*
This is my comment:

YTLPwr is a component of KLSE-30. KLSE-30 annualised rtn is 1.97% p.a. The beta of TYLPwr relative to KLSE-30 is 0.58. The KLIBOR rate is standing at 3.05%.

Using the CAPM formula I obtained that the risk adjusted reward for YTLPwr at 2.4%. Currently, the div yield alone is 6++ %. If you are looking for a dividend play, then buy.

Personally I would put my money into REITs at the moment b'coz of higher risk adjusted rtn.

Xuzen
TSdarkknight81
post Jun 12 2010, 01:12 PM

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I didn't reply the question earlier as i think it is very misleading. But i have to reply since i think that the answer for the question is also very misleading.

All investment got their own risks. Choose the investment base on your own preference. Not by merely following all those calculations. If calculations can proof everything. Then i think we should send our children for investment course instead.

Reits yield higher doesn't meant that it is better than YTLPOWER. Of course i don meant YTLPOWER to be the best either.

One thing i like about YTLPOWER is that it is diversified enough into different region E.g. UK, SINGAPORE, MALAYSIA, INDON & AUSTRALIA and lastly i like utilities business. So not much concern on single country risk. Of course YTLPOWER do have weaknesses.

This post has been edited by darkknight81: Jun 12 2010, 01:15 PM
xuzen
post Jun 12 2010, 01:44 PM

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Darkknight is giving top down (macro) view while I am giving opinion based on mathematical's point of view.

I use mathematical model because it allows me to prioritize my limited resources to obtain the optimum risk adjusted reward.

Xuzen





skiddtrader
post 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.


TSdarkknight81
post Jun 16 2010, 10:28 AM

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QUOTE(skiddtrader @ Jun 14 2010, 09:12 PM)
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.
*

Added on June 16, 2010, 11:30 amytlpower got heavy buying volume sad.gif


Added on June 19, 2010, 11:46 amWiMAX成敗左右前景‧楊忠禮電力具投資風險

* 大馬財經
* 業績評論

2010-06-15 19:20

(吉隆坡)楊忠禮電力(YTLPOWR, 6742, 主板基建計劃組)手握逾66億令吉現金,使它在尋求新投資及併購活動占有利地位,但耗資龐大的WiMAX計劃成敗左右未來前景表現。

英國水供受匯率左右

這間公司業務面對隱憂,新加坡電力業務雖受看好,但英國水供業務受貨幣匯率左右,而大馬業務則胥視其5年耗資25億令吉的WiMAX計劃成敗而定。

興業研究表示,目前市場將密切關注其WiMAX計劃的發展與策略。因旗下的楊忠禮通訊計劃在未來5年裡投資25億令吉,以推行這計劃网絡。

市場關注焦點之一,包括這間公司可能決定選擇積極價格策略以贏取訂戶,特別是在一個全國大部份尚未未應用网絡的市場。
Exclusive FIFA merchandise only at Giant! Rollover to view!

這間公司的投資風險,包括不討好的貨幣外匯走勢影響外匯賺利、能源計劃下的良好經營環境優勢潛在變化和WiMAX計劃的執行風險及差勁的用戶人數等。

興業將這間公司2010/13年淨利預測削減3.5%至4.3%,主要是反映投資控股及其他部門的潛在虧損、以及假設有效稅率調高至25%(之前為24%),2010年淨利為11億3360萬令吉、2011年為11億7650萬令吉、以及2012年為12億1570萬令吉。

股息仍受看好

黃氏唯高達表示,這間公司的股息依然受看好,主要受到新加坡西拉雅電力及水供及電力業務的強勁營運現金流所支撐。預料2010年及2011年淨每股股息保持在13.5仙水平。

MIMB研究表示,截至2010年3月,這間公司資產負債表擁有66億4000萬令吉現金,擁有尋求受困管制資產的機會,不過,卻對WiMAX投資持謹慎態度,預料將繼續尋找有素質的公用事業資產。

達證券看好新加坡西拉雅電力業務,主要是隨著經濟好轉而走高,特別是新的兩座賭場休閑中心開業後推動電力需求。新的800MW混合發電廠將進一步改善效率與賺幅。

不過,英國韋塞克斯業務表現,將受到英鎊匯率走弱的負面影響。英鎊每跌10仙,將減少這間公司淨利1.4%。


WiMAX成敗左右前景‧楊忠禮電力具投資風險

* 大馬財經
* 業績評論

2010-06-15 19:20

(吉隆坡)楊忠禮電力(YTLPOWR, 6742, 主板基建計劃組)手握逾66億令吉現金,使它在尋求新投資及併購活動占有利地位,但耗資龐大的WiMAX計劃成敗左右未來前景表現。

英國水供受匯率左右

這間公司業務面對隱憂,新加坡電力業務雖受看好,但英國水供業務受貨幣匯率左右,而大馬業務則胥視其5年耗資25億令吉的WiMAX計劃成敗而定。

興業研究表示,目前市場將密切關注其WiMAX計劃的發展與策略。因旗下的楊忠禮通訊計劃在未來5年裡投資25億令吉,以推行這計劃网絡。

市場關注焦點之一,包括這間公司可能決定選擇積極價格策略以贏取訂戶,特別是在一個全國大部份尚未未應用网絡的市場。
Exclusive FIFA merchandise only at Giant! Rollover to view!

這間公司的投資風險,包括不討好的貨幣外匯走勢影響外匯賺利、能源計劃下的良好經營環境優勢潛在變化和WiMAX計劃的執行風險及差勁的用戶人數等。

興業將這間公司2010/13年淨利預測削減3.5%至4.3%,主要是反映投資控股及其他部門的潛在虧損、以及假設有效稅率調高至25%(之前為24%),2010年淨利為11億3360萬令吉、2011年為11億7650萬令吉、以及2012年為12億1570萬令吉。

股息仍受看好

黃氏唯高達表示,這間公司的股息依然受看好,主要受到新加坡西拉雅電力及水供及電力業務的強勁營運現金流所支撐。預料2010年及2011年淨每股股息保持在13.5仙水平。

MIMB研究表示,截至2010年3月,這間公司資產負債表擁有66億4000萬令吉現金,擁有尋求受困管制資產的機會,不過,卻對WiMAX投資持謹慎態度,預料將繼續尋找有素質的公用事業資產。

達證券看好新加坡西拉雅電力業務,主要是隨著經濟好轉而走高,特別是新的兩座賭場休閑中心開業後推動電力需求。新的800MW混合發電廠將進一步改善效率與賺幅。

不過,英國韋塞克斯業務表現,將受到英鎊匯率走弱的負面影響。英鎊每跌10仙,將減少這間公司淨利1.4%。

This post has been edited by darkknight81: Jun 19 2010, 11:46 AM


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TSdarkknight81
post Jun 19 2010, 11:48 AM

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QUOTE(darkknight81 @ Jun 16 2010, 11:28 AM)

Added on June 16, 2010, 11:30 am

Added on June 19, 2010, 11:46 amWiMAX成敗左右前景‧楊忠禮電力具投資風險

    * 大馬財經
    * 業績評論

2010-06-15 19:20

(吉隆坡)楊忠禮電力(YTLPOWR, 6742, 主板基建計劃組)手握逾66億令吉現金,使它在尋求新投資及併購活動占有利地位,但耗資龐大的WiMAX計劃成敗左右未來前景表現。

英國水供受匯率左右

這間公司業務面對隱憂,新加坡電力業務雖受看好,但英國水供業務受貨幣匯率左右,而大馬業務則胥視其5年耗資25億令吉的WiMAX計劃成敗而定。

興業研究表示,目前市場將密切關注其WiMAX計劃的發展與策略。因旗下的楊忠禮通訊計劃在未來5年裡投資25億令吉,以推行這計劃网絡。

市場關注焦點之一,包括這間公司可能決定選擇積極價格策略以贏取訂戶,特別是在一個全國大部份尚未未應用网絡的市場。
Exclusive FIFA merchandise only at Giant!  Rollover to view!

這間公司的投資風險,包括不討好的貨幣外匯走勢影響外匯賺利、能源計劃下的良好經營環境優勢潛在變化和WiMAX計劃的執行風險及差勁的用戶人數等。

興業將這間公司2010/13年淨利預測削減3.5%至4.3%,主要是反映投資控股及其他部門的潛在虧損、以及假設有效稅率調高至25%(之前為24%),2010年淨利為11億3360萬令吉、2011年為11億7650萬令吉、以及2012年為12億1570萬令吉。

股息仍受看好

黃氏唯高達表示,這間公司的股息依然受看好,主要受到新加坡西拉雅電力及水供及電力業務的強勁營運現金流所支撐。預料2010年及2011年淨每股股息保持在13.5仙水平。

MIMB研究表示,截至2010年3月,這間公司資產負債表擁有66億4000萬令吉現金,擁有尋求受困管制資產的機會,不過,卻對WiMAX投資持謹慎態度,預料將繼續尋找有素質的公用事業資產。

達證券看好新加坡西拉雅電力業務,主要是隨著經濟好轉而走高,特別是新的兩座賭場休閑中心開業後推動電力需求。新的800MW混合發電廠將進一步改善效率與賺幅。

不過,英國韋塞克斯業務表現,將受到英鎊匯率走弱的負面影響。英鎊每跌10仙,將減少這間公司淨利1.4%。
WiMAX成敗左右前景‧楊忠禮電力具投資風險

    * 大馬財經
    * 業績評論

2010-06-15 19:20

(吉隆坡)楊忠禮電力(YTLPOWR, 6742, 主板基建計劃組)手握逾66億令吉現金,使它在尋求新投資及併購活動占有利地位,但耗資龐大的WiMAX計劃成敗左右未來前景表現。

英國水供受匯率左右

這間公司業務面對隱憂,新加坡電力業務雖受看好,但英國水供業務受貨幣匯率左右,而大馬業務則胥視其5年耗資25億令吉的WiMAX計劃成敗而定。

興業研究表示,目前市場將密切關注其WiMAX計劃的發展與策略。因旗下的楊忠禮通訊計劃在未來5年裡投資25億令吉,以推行這計劃网絡。

市場關注焦點之一,包括這間公司可能決定選擇積極價格策略以贏取訂戶,特別是在一個全國大部份尚未未應用网絡的市場。


這間公司的投資風險,包括不討好的貨幣外匯走勢影響外匯賺利、能源計劃下的良好經營環境優勢潛在變化和WiMAX計劃的執行風險及差勁的用戶人數等。

興業將這間公司2010/13年淨利預測削減3.5%至4.3%,主要是反映投資控股及其他部門的潛在虧損、以及假設有效稅率調高至25%(之前為24%),2010年淨利為11億3360萬令吉、2011年為11億7650萬令吉、以及2012年為12億1570萬令吉。

股息仍受看好

黃氏唯高達表示,這間公司的股息依然受看好,主要受到新加坡西拉雅電力及水供及電力業務的強勁營運現金流所支撐。預料2010年及2011年淨每股股息保持在13.5仙水平。

MIMB研究表示,截至2010年3月,這間公司資產負債表擁有66億4000萬令吉現金,擁有尋求受困管制資產的機會,不過,卻對WiMAX投資持謹慎態度,預料將繼續尋找有素質的公用事業資產。

達證券看好新加坡西拉雅電力業務,主要是隨著經濟好轉而走高,特別是新的兩座賭場休閑中心開業後推動電力需求。新的800MW混合發電廠將進一步改善效率與賺幅。

不過,英國韋塞克斯業務表現,將受到英鎊匯率走弱的負面影響。英鎊每跌10仙,將減少這間公司淨利1.4%。
*
Every single drops of 10 cents pound will reduce 1.4% net profit of the group.

This post has been edited by darkknight81: Jun 19 2010, 11:51 AM
skiddtrader
post 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?


TSdarkknight81
post Jun 23 2010, 10:36 AM

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Natural gas : known economically workable deposits will be exhausted in 2072

REFER TO MY NATURAL RESOURCES LINK UNDER my signature


Added on June 24, 2010, 4:12 pm
QUOTE

    * ABOUT
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Green Technology, Green Economy: More Than Meets The Eye

Posted on June 23, 2010. Filed under: Ecology |

- Bernama-

By Melati Mohd Ariff

This six-part article dwells on several environmental issues namely global warming, water vitality, ecosystems, biodiversity and Green Economy. This is last of the series.

KUALA LUMPUR, June 23 (BERNAMA) — The colour green has always been associated with nature and when it is added to technology and economy, it signifies great hope and expectation.

And jumping into the green bandwagon is becoming a trend these days with companies and oganisations stepping forward and disclosing their so-called ‘green initiatives’.

S. Piarapakaran, the Federation of Malaysian Consumer Associations’ (Fomca) Senior Manager for Environment, Energy and Water shared his observation on this green subject with Bernama in a recent interview.

MORE THAN MERE COLOUR

Being ‘green’ is not just about the colour. That is just the surface, said Piarapakaran, stressing it is actually challenging to go green.

“Environmental friendly technology is what green technology is all about. It reduces impact to the environment due to development process and consumption pattern,” he explained.

“In essence, green technology is inter-related in every aspect of our daily life and behaviour,” he explained.

Anthony Tan, the Executive Director of Centre for Environment, Technology and Development (Cetdem) concurred that green technology is any technology that helps to reduce the threat to the environment.

“It goes beyond electricity generation. How we construct our buildings and the material used. What kind of industries we are bringing to Malaysia, whether they are energy intensive. Those are also green technologies,” he said providing examples to Bernama during an interview at Cetdem’s office in Petaling Jaya recently.

According to Tan, green technology also involves technologies that are locally developed for instance technologies related to the palm oil industry.

“When it comes to the least polluting way or running an oil palm mill or even an oil palm estate, those are actually local technologies that we actually can export to countries like Indonesia or Thailand,” he explained.

GREEN ECONOMY

Moving on to ‘green economy’, Piarapakaran identified three major components namely the government, industrial and commercial entities, and domestic consumers where all have an important role to play.

He said change in government procurement, buildings, practices and habits of their officers would definitely give a huge impact.

“We cannot green a township or an agency. We need to first green the people there. This creates the first wave in green economy.

“As for the industrial and commercial sectors, can they change their operations to be green? They will always refer to their Return of Investment (ROI) when it comes to changing operating methods.

“This requires top management commitment. More often, changing to green practices involve investment but usually it saves a lot of expenditure in longer run.

“Domestic consumers also need to go green and being environmentally friendly can be done with thousands of simple practices,” he pointed out.

Piarapakaran cited some examples here, namely purchasing energy efficient and water efficient products would reduce consumers’ impact to environment as well as reduce their bills.

He, however, cautioned that developing the demand for green products is not easy and more often than not, there would be misleading claims and in the process consumers would be cheated.

GREEN RESOURCES

Green economy should encompass green elements in all stages of development and the final objective is to achieve green growth. This is the opinion of Asfaazam Kasbani, assistant resident representative of United Nations Development Programme (UNDP) office in Malaysia.

“Our current economy is mainly dependent on fossil fuel, often referred as brown or black economy.

“The renewable or green fuel on the other hand largely contributes to green economy and it will take time. It will not happen tomorrow or even 10 or 20 years down the road.

“We are talking about a longer time frame, probably 30 to 50 years or more, Malaysia could to take a leaf from some developed countries for example that have managed to energise their ‘energy guzzling industries’ and reduce impact on the environment.

Germany and Denmark, he said generate around 15 per cent of their electricity from renewable sources such as wind turbine and solar PV (photovoltaic).

“It takes 50 years down the road for these developed countries to come to this level. One good thing is the lessons learnt are already available for other countries. We should learn from them,” stressed Asfaazam who is also UNDP’s senior programme manager for environment and energy.

CHECK TRANSPORTATION

Malaysia should have initiated green economy several years back despite the fact that the country is blessed with abundant natural resources including petroleum.

“Our oil reserves can last about 10 to 15 years. This calls for prudent usage. By 2015 or 2020, Malaysia would be a net importer of oil. We have no choice but to do it now,” Asfaazam said with reference to green economy.

He argued that one of the pillars for green economy is the transportation sector, where the number of motor vehicles on the road should be reduced.

“Here we still use our own transport to go to work. In developed countries, the people largely commute by public transport,” he said, adding that much improvement is needed for the country’s policies and services related to public transportation.

EXPLORE ALTERNATIVES

Dr Loh Chi Leong, Executive Director of Malaysian Nature Society (MNS) said one of the alternatives to petrol for motor vehicles would be natural gas because it pollutes less. Electrical vehicles including the ones using batteries are also an option.

While admitting that the initial investment for such a venture would be costly, there would be savings in the long term.

“For this you need initial commitment from the top decision makers. Again this will involve political will. It can be done. In New Delhi they did it overnight. They made a declaration that all the buses must run on natural gas.

“Other countries are doing it even in Los Angeles. They did not react until it is too late, until they got so much problem with air pollution they were forced to take action,” said Dr Loh.

He said energy saving devices could be used and would help save money for the country in the long term but they were costly for the average person.

One such device, is the Solar Photovoltaics (PVs). They are arrays of cells containing solar photovoltaic material that converts solar radiation into direct current.

He said studies have shown that Solar PVs actually produce more energy than even needed for a house that eventually contributes to storage problem.

“This is green, it is renewable energy and it is quite a feasible solution provided we can solve the storage problem for the electricity generated,” said Dr Loh.

Dr Loh also spoke about the light saving bulbs that cost more than the ordinary light bulbs but still not given due consideration by the consumers.

“If the government can subsidise that, and everybody buys it, the energy consumption will drop way below the initial investment,” he said.

WASTED ENERGY

The usage of fossil fuel to generate electricity in Malaysia remains high, so said Piarapakaran who is also the secretary general of the Water and Energy Consumer Association of Malaysia (WECAM).

Due to unavailability of other alternatives, consumers are directly affected every time when there is a price hike in the international petroleum price.

He quoted a study by the International Energy Agency (IEA) which said about 48 per cent of the energy is wasted in its journey to reach end users.

“Energy wastage in Malaysia is due to unplanned development. Fossil fuel is wasted due to traffic congestion. Electrical appliances that waste energy is sold without control and policies that promote wastage.

“For example, the National Automotive Policy that helps Malaysians to possess car easily but on the contrary the public has to shift to public transportation to reduce high fuel consumption,” said Piarapakaran.

He further urged the unification of energy sector under one ministry for policy work as well as one regulatory agency. Without unified policy development and regulatory framework, Malaysia is deemed to face severe impact from energy crisis.

GOING NUCLEAR?

Much have been discussed on Malaysia’s intention to turn to nuclear power ever since the government made the announcement in early May.

Minister for Energy, Green Technology and Water Datuk Peter Chin Fah Kui said Malaysia’s first 1,000-megawatt nuclear plant costing US$3.1 billion could be ready by 2021.

Electricity usage in Malaysia currently amounts to 14,000 megawatts while total capacity is 23,000 MW.

The minister said Malaysia would hit critical level by 2017.

“We have mentioned in many platforms that uranium, plutonium and thorium (possible fuel for nuclear reactor) are non renewable resources and they will deplete one day.

“Nuclear is actually not the solution. It may assist Malaysia in short-term energy mix management.

“The location of a nuclear plant and the nuclear waste disposal are equally critical issues. We must always remember that nuclear waste will be kept for a long period of time. If we keep them for long, leakages may occur and cause disaster,” said Piarapakaran.

OTHER CONSIDERATIONS

Tan of Cetdem concurred that Malaysia does not need a nuclear plant and that the resources proposed could be diverted for other investments such as the solar PV system.

Installing solar PV unfortunately is still costly in Malaysia, he said.

However, in Denmark and Germany, solar PV has become part of house installation and lifestyle.

“If you have more and more people generating electricity from home, you don’t really need extra power station, not even a nuclear power station.

“Energy efficiency is something that Cetdem has been pushing for the government to consider,” he added.

Dr Loh of MNS told Bernama, what is needed at this point in time is an integrated power plan that the government had to put forward for public scrutiny.

“We hear some people asking for a nuclear power plant. Others are saying we need more coal-powered plants. Another group wanted more hydro-powered plants.

“We need one government document that says what is best for Malaysia, which one will give us the best returns and cause the least damage,” he said.


This post has been edited by darkknight81: Jun 24 2010, 04:12 PM
TSdarkknight81
post Jun 24 2010, 04:29 PM

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QUOTE
President says nuclear power plant not a priority
Rendi A. Witular, The Jakarta Post, Bogor, West Java | Sat, 06/19/2010 11:58 AM | Headlines

Despite the country's heavy dependence on fossil fuel, the administration of President Susilo Bambang Yudhoyono is in no hurry to construct a nuclear power generator.
Yudhoyono said Friday there was no definitive plan to set up such a power plant under his administration although there was a discussion for setting one up on the coast of Jepara in Central Java.
"Maybe the next administration will consider such a plan should there be an urgent need for an alternative energy source," he said.
Yudhoyono reiterated that construction of a nuclear power plant would require meticulous planning as any mistake would have devastating consequences.
"Looking at alternatives to fossil fuels, the administration would focus more on developing power plants fueled by geothermal energy, wind, solar and biofuels," he said.
The administration of Megawati Soekarnoputri in early 2004 had initiated the construction of a nuclear generator, which was slated for completion by 2020.
Early in his first tenure, Yudhoyono had pledged to continue with the plan and made trips to several nuclear power plant contractors in South Korea in 2006.
The government also signed a deal with South Korea, Russia and the US to supply Indonesia with uranium for peaceful purposes.
However, neighboring countries such as Singapore, Malaysia and Australia have reportedly raised concerns over the plan, saying that once Indonesia managed to construct the plant, the nation would be a step closer to producing nuclear weapons.
The government has also faced criticism from local NGOs and Greenpeace, which staged a rally in the middle of 2007 in Central Java, calling for the termination of the nuclear reactor plan.
With the power plant plans likely to be shelved indefinitely, the government has yet to prepare any serious efforts to accelerate the development of alternative energy.
Analysts have partly blamed bureaucracy problems and energy subsidies for discouraging efforts to develop alternative energy, providing no incentives to use energy in an efficient way as well as failing to make energy conservation a habit in society.
There are also restrictions on the state budget to finance other sectors, including the construction of energy infrastructure, which is a higher priority.
The government this year will spend more than US$5.8 billion on subsidizing electricity, more than half of which will go to diesel for fueling power plants.
Diesel accounts for only around 23 percent of the fuel to run power plants.
TSdarkknight81
post Jun 24 2010, 04:36 PM

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QUOTE
Vietnam plans eight nuclear power plants by 2030

HANOI: Energy-short Vietnam announced an expansion of its nuclear power programme on Tuesday, with eight plants planned for operation over the next 20 years.

Atomic power will become one of the nation's key energy sources, according to the decision posted on the government website.

Initial plans called for four reactors but the notice said Prime Minister Nguyen Tan Dung had approved eight nuclear facilities, each with at least four reactors, by 2030.

The eight plants will generate a total of 15,000-16,000 megawatts of electricity, the document said.

The government previously announced that a Russian firm had won the contract for Vietnam's first nuclear power station, which is to begin operation in 2020.

Experts estimated the cost of Vietnam's initial 4,000-megawatt facility at 11 billion to 18 billion dollars.

The government's plan calls for "efficient and safe exploitation of nuclear power plants" and aims to increase participation of domestic industries in the projects gradually, with a view to "self reliance in design, building, installation, operation and maintenance of nuclear power plants."

At an international conference in Hanoi last week, experts said Vietnam must now start to implement safety measures including public oversight for its first nuclear plant.

More than a third of the country's energy currently comes from hydropower.

Vietnam had a shortage of two billion kilowatt-hours in the first five months of the year, according to a state electricity body.

Foreign businesses have expressed concern about a lack of energy and other infrastructure in Vietnam.

"Consumption of electricity keeps on growing by 15 percent annually, thereby substantially surpassing the economic growth rates," the European Chamber of Commerce in Vietnam wrote last month.

Other Southeast Asian countries are exploring the possibility of nuclear power, despite what detractors say is the area's lack of experience with the technology, and safety concerns in a region prone to natural disasters.

Added on June 25, 2010, 11:01 amGuys,


Don't know that whether you guys know about the depreciation of NAV of ytlpower shares. The NAV for ytlpower has come down from RM 2.XX during 2002 to current RM 1.01.

i understand that this is due to some write-off and maybe asset value depreciation. But i believe if a company is making enuff $$ then the cash return should be considered as an asset.

So, i personally opine that the depreciation of YTLPOWER NAV as some sort of too drastic..... What do you think>???

This post has been edited by darkknight81: Jun 25 2010, 11:01 AM
TSdarkknight81
post Jun 26 2010, 12:57 PM

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SELL CALL FROM JP MORGAN


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cherroy
post Jun 26 2010, 02:08 PM

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QUOTE(darkknight81 @ Jun 24 2010, 04:36 PM)

Added on June 25, 2010, 11:01 amGuys,
Don't know that whether you guys know about the depreciation of NAV of ytlpower shares. The NAV for ytlpower has come down from RM 2.XX during 2002 to current RM 1.01.

i understand that this is due to some write-off and maybe asset value depreciation. But i believe if a company is making enuff $$ then the cash return should be considered as an asset.

So, i personally opine that the depreciation of YTLPOWER NAV as some sort of too drastic..... What do you think>???
*
I believe you get the wrong info.

If not mistaken, YTLpower underwent 1:1 bonus issue before, so you see NAV down form Rm2.xx to now RM1.xx

NAV will only go down if company report a loss in their P&L.

Depreciation will eat into your profit one aka, the profit reported already taking in account of depreciation issue. It is impossible to see company report profit every year and NAV goes down (if there is no dilution of share issue occur or bonus issue etc).

Profit = Sales - cost - depreciation - expenses - any write-off
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post Jun 26 2010, 04:23 PM

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QUOTE(darkknight81 @ Jun 26 2010, 12:57 PM)
SELL CALL FROM JP MORGAN
*
"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?
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post 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? hmm.gif
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post Jun 30 2010, 05:29 PM

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QUOTE(cherroy @ Jun 26 2010, 03:08 PM)
I believe you get the wrong info.

If not mistaken, YTLpower underwent 1:1 bonus issue before, so you see NAV down form Rm2.xx to now RM1.xx

NAV will only go down if company report a loss in their P&L.

Depreciation will eat into your profit one aka, the profit reported already taking in account of depreciation issue. It is impossible to see company report profit every year and NAV goes down (if there is no dilution of share issue occur or bonus issue etc).

Profit = Sales - cost - depreciation - expenses - any write-off
*
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
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post 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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post Jun 30 2010, 10:57 PM

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QUOTE(skiddtrader @ Jun 30 2010, 08:16 PM)
Darkknight, cheeroy is half right. YTLPOWER went through a share split on 28/06/2004, splitting their RM1 par to RM0.50 shares.
*
Thanks for the correction. smile.gif
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post Jul 1 2010, 02:43 AM

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Ok. Thanks to both SIFU notworthy.gif
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post Aug 3 2010, 12:10 PM

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CIMB PAPER - POWER SECTOR OUTLOOK

This post has been edited by darkknight81: Aug 3 2010, 12:15 PM


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skiddtrader
post Aug 3 2010, 12:36 PM

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QUOTE(darkknight81 @ Aug 3 2010, 12:10 PM)
CIMB PAPER - POWER SECTOR OUTLOOK
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Thanks for sharing Dark.
yamatotrading
post Aug 4 2010, 12:12 AM

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QUOTE(darkknight81 @ Aug 3 2010, 12:10 PM)
CIMB PAPER - POWER SECTOR OUTLOOK
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Somewhere i read that there is a possibility YTLpower giving 25:1 share..
possible ?
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QUOTE(yamatotrading @ Aug 4 2010, 12:12 AM)
Somewhere i read that there is a possibility YTLpower giving 25:1 share..
possible ?
*
Possible giving 1 for 25 shares like it used to give last time but since last year YTLP did not give and did not do any share buy back recently. But if it is true, I'll just treat it as bonus and could be a real reason why YTLP trying to break 2.28 recently
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post Aug 5 2010, 04:51 PM

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Check at the numbers of TREASURY SHARES they got. If i am not wrong they are not able to give any shares dividend as they don have much treasury shares at the moment.

This post has been edited by darkknight81: Aug 5 2010, 04:52 PM
skiddtrader
post Aug 5 2010, 05:01 PM

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QUOTE(darkknight81 @ Aug 5 2010, 04:51 PM)
Check at the numbers of TREASURY SHARES they got. If i am not wrong they are not able to give any shares dividend as they don have much treasury shares at the moment.
*
They stopped Share Buybacks after they got Seraya Power. So no more Share Dividends anymore.
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post Aug 7 2010, 08:03 AM

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KENANGA RESEARCH PAPER - A MUST HAVE RESEARCH PAPER


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rayloo
post Aug 7 2010, 09:14 AM

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Thanks. darkknight81.
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post Aug 7 2010, 09:45 AM

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QUOTE(darkknight81 @ Aug 7 2010, 08:03 AM)
KENANGA RESEARCH PAPER - A MUST HAVE RESEARCH PAPER
*
Thanks thumbup.gif

Got the below from it which seems to be an opinion to an earlier q on share distribution.

Strong share buy-back program . Over FY07-09, YTLPI has repurchased
359m shares which have provided strong share price support. Currently, it
has 56.7m treasury shares remaining at a value of RM2.11 per treasury
share vs. current share price of RM2.22. If YTLPI distributes all of its
remaining treasury shares, it can do so at 1-for-123 share distribution
implying additionally 1.7sen per share. However, we expect YTLPI to
accumulate more shares before share distribution given trend of 1-for-25
share distribution.
yamatotrading
post Aug 7 2010, 10:57 PM

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QUOTE(whizzer @ Aug 7 2010, 09:45 AM)
Thanks  thumbup.gif

Got the below from it which seems to be an opinion to an earlier q on share distribution.

Strong share buy-back program . Over FY07-09, YTLPI has repurchased
359m shares which have provided strong share price support. Currently, it
has 56.7m treasury shares remaining at a value of RM2.11 per treasury
share vs. current share price of RM2.22. If YTLPI distributes all of its
remaining treasury shares, it can do so at 1-for-123 share distribution
implying additionally 1.7sen per share. However, we expect YTLPI to
accumulate more shares before share distribution given trend of 1-for-25
share distribution.
*
so we have a good chance for a 1:25 share distribution..
time to add some to accumulate to 50 shares

skiddtrader
post Aug 8 2010, 05:41 PM

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QUOTE(yamatotrading @ Aug 7 2010, 10:57 PM)
so we have a good chance for a 1:25 share distribution..
time to add some to accumulate to 50 shares
*
Nope I don't think so. Unless you start seeing some share buyback announcements almost every week like what we used to see, there will be no share dividends.

The last share dividend given was 1:40 to clear up their remaining treasury shares before the warrant issue and subsequent acquisition of Seraya Power.

FYI, to give a 1:25 dividend, the company needs to buy up to 250 mil shares from the open market. That means, they have to by an average of 680k shares from the market EVERYDAY for 365 days to get to that amount. So meaning you'll get a strong hint from the Bursa announcements if the company decides to start accumulating for the share dividends.
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post Aug 9 2010, 10:45 AM

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QUOTE(skiddtrader @ Aug 8 2010, 06:41 PM)
Nope I don't think so. Unless you start seeing some share buyback announcements almost every week like what we used to see, there will be no share dividends.

The last share dividend given was 1:40 to clear up their remaining treasury shares before the warrant issue and subsequent acquisition of Seraya Power. 

FYI, to give a 1:25 dividend, the company needs to buy up to 250 mil shares from the open market. That means, they have to by an average of 680k shares from the market EVERYDAY for 365 days to get to that amount. So meaning you'll get a strong hint from the Bursa announcements if the company decides to start accumulating for the share dividends.
*
Don think it is possible for any share dividend within this few years or any increase in dividend. Basically, they are more to expansion mode right now. hmm.gif
whizzer
post Aug 9 2010, 11:13 AM

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QUOTE(skiddtrader @ Aug 8 2010, 05:41 PM)
Nope I don't think so. Unless you start seeing some share buyback announcements almost every week like what we used to see, there will be no share dividends.

The last share dividend given was 1:40 to clear up their remaining treasury shares before the warrant issue and subsequent acquisition of Seraya Power. 

FYI, to give a 1:25 dividend, the company needs to buy up to 250 mil shares from the open market. That means, they have to by an average of 680k shares from the market EVERYDAY for 365 days to get to that amount. So meaning you'll get a strong hint from the Bursa announcements if the company decides to start accumulating for the share dividends.
*
Agree with you. I think most company buyback shares as a last resort to support their share price and not for the purpose of share dividend. I personally dont like share dividend because I would have to worry about the odd lots thingy.

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post Aug 11 2010, 11:12 PM

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Dark.. thanks for the nice sharing.. smile.gif
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post Aug 11 2010, 11:17 PM

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QUOTE(whizzer @ Aug 9 2010, 11:13 AM)
Agree with you. I think most company buyback shares as a last resort to support their share price and not for the purpose of share dividend. I personally dont like share dividend because I would have to worry about the odd lots thingy.
*
You will love it once you know the power of compounding gain
yamatotrading
post Aug 12 2010, 11:21 PM

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QUOTE(jasontoh @ Aug 11 2010, 11:17 PM)
You will love it once you know the power of compounding gain
*
computation with 20% return per annum ? that is way too optimistic..



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post Aug 12 2010, 11:54 PM

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QUOTE(jasontoh @ Aug 11 2010, 11:17 PM)
You will love it once you know the power of compounding gain
*
I dont mind dividend compounding but not odd lots tongue.gif
I think most of the wealth creation plan that I saw, only use max 7% p.a. for illustration.
Using like 20% p.a. is probably for the warren buffet type of ppl biggrin.gif
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post Aug 18 2010, 07:59 AM

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CIMB PAPER - WIMAX NEWS


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TSdarkknight81
post Aug 18 2010, 08:16 AM

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http://www.btimes.com.my/Current_News/BTIM.../shitx/Article/

QUOTE

WESSEX Water plc, the British unit of YTL Power International Bhd, has started testing a Volkswagen Beetle car that is being powered by gas from human waste.

It is the first such test being done in the UK.

"Waste flushed down toilets of just 70 homes in Bristol is enough to power the Bio-Bug for a year, based on an annual mileage of 10,000 miles," the British firm said in a statement posted on its website.

GENeco, a Wessex Water-owned company, imported specialist equipment to treat gas generated at Bristol sewage treatment works in Avonmouth to power the VW Beetle in a way that does not affect its performance.

GENeco general manager Mohammed Saddiq said that methane from sewage sludge can be used as an alternative energy source, and is an innovative way of powering company vehicles.

"We decided to power a vehicle on the gas, offering a sustainable alternative to using fossil fuels. If you were to drive the car, you wouldn't know it was powered by biogas as it performs just like any conventional car. It is probably the most sustainable car around," he said.

To use biogas without affecting vehicle performance, the gas needs to be treated under a process called biogas upgrading. Carbon dioxide will be separated from the biogas using special equipment.

If all the biogas produced at Avonmouth were converted to run cars, it would prevent the emission of around 19,000 tonnes of carbon dioxide.

Mohammed said that while waste flushed down the toilets in homes in the city provides power for the Bio-Bug, it will not be long before further energy can also be produced from food waste recycled at its sewage works.

"It will mean that both human waste and food waste will be put to good use in a sustainable way that diverts waste from going to landfills," he said.

YTL bought Wessex in 2002 for US$1.7 billion (RM5.35 billion) from Azurix Europe Ltd, a unit of bankrupt energy trader Enron Corp.

Read more: YTL UK unit tests sewage as alternative energy source http://www.btimes.com.my/Current_News/BTIM.../#ixzz0wubsM6MM
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QUOTE(whizzer @ Aug 12 2010, 11:54 PM)
I dont mind dividend compounding but not odd lots  tongue.gif
I think most of the wealth creation plan that I saw, only use max 7% p.a. for illustration.
Using like 20% p.a. is probably for the warren buffet type of ppl  biggrin.gif
*
7% p.a. can be easily done, esp with so many div counters at this rate. No risk involve if you put everything to high div counters. 10% is very possible, but 20% is doable. I'm on my 4th year working and been growing close to 20% each year
skiddtrader
post Aug 19 2010, 05:57 PM

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Results is today. biggrin.gif

Good
1. Net profit increased RM128 mil compared to previous quarter.
2. Seraya Power profits(not revenue) almost equals Wessex Water. Only RM5 mil difference.
3. YoY profts increased by 20% if one-off deferred tax effects were removed from FYE2009

Bad
1. Only proposed 1.875 sens dividend. Keep fingers crossed for final dividend announcement since they mention this as an interim only.
2. Shares outstanding as expected shot up to 7.1bil shares or added 300 mil shares since the previous quarter.


This post has been edited by skiddtrader: Aug 19 2010, 06:17 PM
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post Aug 20 2010, 05:14 AM

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QUOTE(skiddtrader @ Aug 19 2010, 05:57 PM)
Results is today.  biggrin.gif

Good
1. Net profit increased RM128 mil compared to previous quarter.
2. Seraya Power profits(not revenue) almost equals Wessex Water. Only RM5 mil difference.
3. YoY profts increased by 20% if one-off deferred tax effects were removed from FYE2009

Bad
1. Only proposed 1.875 sens dividend. Keep fingers crossed for final dividend announcement since they mention this as an interim only.
2. Shares outstanding as expected shot up to 7.1bil shares or added 300 mil shares since the previous quarter.
*
I better stop press SELL buttom. hmm.gif
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post Aug 20 2010, 08:15 AM

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Too bad dividend only 3.75% sad.gif
Superman7
post Aug 20 2010, 08:47 AM

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QUOTE(darkknight81 @ Aug 20 2010, 08:15 AM)
Too bad dividend only 3.75%  sad.gif
*
probably reserving the cash to power up the Wimax..
seems like the main concentration now is on Wimax. Read some news saying that YTL comm will be spending 2.5b on the roll out of the Wimax (inclusive of IP calling) towards 4th Qtr. Obviously the 2.5b is coming from internal since YTLP is cash rich anyway..


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post Aug 20 2010, 08:55 AM

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QUOTE(Superman7 @ Aug 20 2010, 09:47 AM)
probably reserving the cash to power up the Wimax..
seems like the main concentration now is on Wimax. Read some news saying that YTL comm will be spending 2.5b on the roll out of the Wimax (inclusive of IP calling) towards 4th Qtr. Obviously the 2.5b is coming from internal since YTLP is cash rich anyway..
*
Their EPS was 6 cents. Translates into whole year EPS of 24 cents if it is sustainable.
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post Aug 20 2010, 08:55 AM

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QUOTE(Superman7 @ Aug 20 2010, 08:47 AM)
probably reserving the cash to power up the Wimax..
seems like the main concentration now is on Wimax. Read some news saying that YTL comm will be spending 2.5b on the roll out of the Wimax (inclusive of IP calling) towards 4th Qtr. Obviously the 2.5b is coming from internal since YTLP is cash rich anyway..
*
Yeah the 2.5b capex has been bounced around since they started the project. But I feel this is just the starting capex, but yet to see any major cash outflows for this project yet.

YTL COMM related news today.

The Star

This post has been edited by skiddtrader: Aug 20 2010, 09:13 AM
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post Sep 5 2010, 08:47 PM

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Anyone planning to sell off 6742 tomorrow?
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post Sep 6 2010, 09:21 AM

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QUOTE(stupidbump @ Sep 5 2010, 08:47 PM)
Anyone planning to sell off 6742 tomorrow?
*
Any reasons to sell it?
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post Sep 6 2010, 02:32 PM

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QUOTE(protonw @ Sep 6 2010, 09:21 AM)
Any reasons to sell it?
*
how is the history yield so far from 2006-2010?
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post Sep 7 2010, 10:51 AM

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QUOTE(ost1007 @ Sep 6 2010, 02:32 PM)
how is the history yield so far from 2006-2010?
*
Historical DY? Depends how much you paid for you share. But they normally pay minimum 50% of their EPS not including share dividends since 2006.
kchong
post Sep 15 2010, 07:17 PM

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In less than 6 months' time, Genting Singapore price doubled. Short term price weakness should be fully exploited by investors. Afterall, best time to buy shares is when everyone is fearful.

I told someone here (you know who u r) a year ago Harta and Genting would outperform YTLP by miles but he was too self-focused trying to talk up the price of YTLP in this forum ;p Time just told u the truth. YTLP, while fundamentally ok, has very lousy ROE. In up economy like now, don't be sentimental and cling on to a stagnant steamroller. Intelligent investor should know when to rebalance portfolio for higher incremental return

QUOTE(calmwater @ Feb 25 2010, 10:10 AM)
Genting is down 15% since casino opened for business recently. Why?

(i) Could be it was pushed up too high ever since they got the casino license.

(ii) Singaporeans have to pay s$100 per visit to enter the casino. They want Genting to make money from foreigners and not from singaporeans.  shakehead.gif

(ii) For now it is the only casino, what will happen when their rival Vegas Sands opens for business on April 27th.  shakehead.gif

For the above reasons I won't touch Genting Singapore.
*
This post has been edited by kchong: Sep 15 2010, 07:25 PM
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post Sep 18 2010, 03:38 PM

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QUOTE(kchong @ Sep 15 2010, 07:17 PM)
I told someone here (you know who u r) a year ago Harta and Genting would outperform YTLP by miles but he was too self-focused trying to talk up the price of YTLP in this forum ;p Time just told u the truth. YTLP, while fundamentally ok, has very lousy ROE. In up economy like now, don't be sentimental and cling on to a stagnant steamroller. Intelligent investor should know when to rebalance portfolio for higher incremental return
*
I bought 3,500 units YTL Pwr at RM 2.1X in Apr'2011. Just sold it yesterday when she hits RM 2.39 making a 10.XX% cap gain (inc divvies). 10.XX % gain in 5mths period, not to shabby I'll say ol'chap.

The above post is one of the serendipitous thing that prompt me to sell this laggard counter.

Xuzen
kchong
post Sep 18 2010, 09:11 PM

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Aiks... Don't be influenced by anyone in your investment judgement (me included). Everyone has different investment style and risk appetite. Hope you've found your sweet spot. Don't let anyone in this forum to talk you into believing YTLP (and Francis Yeoh) is the next best thing in life after god.

While 10% cap gain in 5 months time is impressive, are you aware that YTLP actually under-performed KLCI? You could hve invested in an index-linked fund (much lower risk) and yet reaped higher return compared to YTLP. Hard fact to swallow but it's true. Btw, if you keep your money in FD instead of rebalancing your portfolio for higher incremental return, it's better off staying invested in YTLP. Happy investing.

QUOTE(xuzen @ Sep 18 2010, 03:38 PM)
I bought 3,500 units YTL Pwr at RM 2.1X in Apr'2011. Just sold it yesterday when she hits RM 2.39 making a 10.XX% cap gain (inc divvies). 10.XX % gain in 5mths period, not to shabby I'll say ol'chap.

The above post is one of the serendipitous thing that prompt me to sell this laggard counter. 

Xuzen
*

Added on September 19, 2010, 9:45 amAiks... Somebody copied my portfolio after proudly claiming he won't follow what I wrote in this forum about RCE, Harta, Genting etc. Hipocrite


QUOTE(darkknight81 @ May 3 2010, 10:30 AM)
Totally agree. Thats y in my previous post i have mentioned it on the depreciation of POUND STERLING. i told calm not to worry "Too much" on pound sterling against RM as MALAYSIA does not necessary in a better state than UK....A lot of stuffs does not unfold yet for MALAYSIA  brows.gif

Plan to buy some more YTLPOWER SOON  thumbup.gif after i got my next dividend. It will be perfect if my RCECAP fly next month and i can sell it off to buy more YTLPOWER.
*
This post has been edited by kchong: Sep 19 2010, 09:45 AM
stglobal
post Sep 19 2010, 03:57 PM

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From the financial report, year 2009, the group has made a lot of decision, that decision would definitely impact for the coming years.
Let's check out,

http://steven-moo.blogspot.com/2010/09/ytl...tional-bhd.html

I wonder how does 30.06.2010 financial report looks like.

TSdarkknight81
post Oct 13 2010, 07:44 AM

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http://www.ytlcommunity.com/commnews/shown...sp?newsid=56229
calmwater
post Oct 21 2010, 04:35 AM

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Sifu Darkknight 81

Thank you notworthy.gif , Thank you notworthy.gif , Thank you notworthy.gif .

Remember when I was going for TAGB, you recommended TAGB-PA as a lower cost of entry.

That was a wonderful point. thumbup.gif

This post has been edited by calmwater: Oct 21 2010, 04:37 AM
Amanda99
post Oct 21 2010, 08:23 AM

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QUOTE(calmwater @ Oct 21 2010, 04:35 AM)
Sifu Darkknight 81

Thank you  notworthy.gif , Thank you  notworthy.gif  , Thank you  notworthy.gif .

Remember when I was going for TAGB, you recommended TAGB-PA as a lower cost of entry.

That was a wonderful point. thumbup.gif
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u sotong or what? this is YTLPower thread, and you post your Tony-i'm-a-previous-convicted-stock-manipulator-Tiah's stock here? doh.gif
calmwater
post Oct 21 2010, 10:18 AM

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QUOTE(Amanda99 @ Oct 20 2010, 08:23 PM)
u sotong or what? this is YTLPower thread, and you post your Tony-i'm-a-previous-convicted-stock-manipulator-Tiah's stock here?  doh.gif
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Dear Saint Amanda 69,

Before you accuse others, are you 100% clean? hmm.gif

We are all sinners. Some big, some small. whistling.gif

While we want others to forgive us, we want to be unforgiving? wink.gif

By the way this forum was started by Darkknight 81. Leaving a message for him here is like calling him at his home. laugh.gif

This post has been edited by calmwater: Oct 21 2010, 10:20 AM
TSdarkknight81
post Oct 21 2010, 10:47 AM

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QUOTE(calmwater @ Oct 21 2010, 11:18 AM)
Dear Saint Amanda 69,

Before you accuse others, are you 100% clean? hmm.gif

We are all sinners. Some big, some small. whistling.gif 

While we want others to forgive us, we want to be unforgiving? wink.gif

By the way this forum was started by Darkknight 81. Leaving a message for him here is like calling him at his home. laugh.gif
*
lol. No comment tongue.gif

By the way just for sharing, EPF has been slowing accumulating YTLP shares lately.

This post has been edited by darkknight81: Oct 21 2010, 10:56 AM
TSdarkknight81
post Oct 21 2010, 11:00 AM

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YTLP


Attached File(s)
Attached File  YTLP_FN_20101008_Affin_1__1_.pdf ( 72.22k ) Number of downloads: 68
Attached File  index.pdf ( 207.9k ) Number of downloads: 44
Attached File  ipp.pdf ( 184.66k ) Number of downloads: 37
calmwater
post Oct 21 2010, 06:54 PM

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Thanks for sharing. Currently not holding ytlp, but still follow the news.

TSdarkknight81
post Oct 21 2010, 09:00 PM

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QUOTE(calmwater @ Oct 21 2010, 07:54 PM)
Thanks for sharing. Currently not holding ytlp, but still follow the news.
*
Still holding the WB? lol too bad i sold off all my ytlp-wb around 60 - 70 cents.
TeckChong
post Oct 22 2010, 03:49 PM

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YTL POWER , YTL CORP Owns 48% of the shares.

Its very hard for the price to go up.

Unless they themselves make it so.


calmwater
post Oct 22 2010, 07:01 PM

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QUOTE(TeckChong @ Oct 22 2010, 03:49 AM)
YTL POWER , YTL CORP Owns 48% of the shares.

Its very hard for the price to go up.

Unless they themselves make it so.
*
To put it in another way, cannot goreng tongue.gif . Those who try will suffer the consequences. laugh.gif


Added on October 22, 2010, 7:03 pm
QUOTE(darkknight81 @ Oct 21 2010, 09:00 AM)
Still holding the WB? lol too bad i sold off all my ytlp-wb around 60 - 70 cents.
*
Also sold out of WB. Having fun with Reit's and property.

This post has been edited by calmwater: Oct 22 2010, 07:03 PM
TSdarkknight81
post Oct 22 2010, 09:55 PM

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http://biz.thestar.com.my/news/story.asp?f...15&sec=business
jasontoh
post Oct 22 2010, 10:02 PM

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Hi darkknight, how are your stocks doing at the moment? Seems like recently keep up up up biggrin.gif biggrin.gif
TSdarkknight81
post Oct 24 2010, 10:12 AM

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QUOTE(jasontoh @ Oct 22 2010, 11:02 PM)
Hi darkknight, how are your stocks doing at the moment? Seems like recently keep up up up biggrin.gif biggrin.gif
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My portfolio as usual only lol. Maintain green. tongue.gif
TSdarkknight81
post Oct 27 2010, 04:42 PM

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http://www.btimes.com.my/Current_News/BTIM...icle/index_html

Skidd taikor any comments on YTLP latest move?


http://biz.thestar.com.my/news/story.asp?f...71&sec=business

http://www.ytlcommunity.com/commnews/shown...sp?newsid=56560

This post has been edited by darkknight81: Oct 27 2010, 04:46 PM
skiddtrader
post Oct 27 2010, 08:38 PM

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QUOTE(darkknight81 @ Oct 27 2010, 04:42 PM)
Dark,

His interview sounds like he is about to unleash a game changing service where everyone will go oooh and ahhhh. So it's kind of hard not to be a bit skeptical about it since there isn't much details about it. I've never thought much about the telco service unless you are the major player, and I can't see it as a utility business. Since beginning I've never been a fan of their WiMax venture, but then from the scant details we have here and there, seems their costs are manageble and should not affect their profit margins. If this works as he envisioned it will be and not fail like Green Packet, then it will be a bonus. Other than that, I'm not really excited about it. yawn.gif

If Nov 18 comes and they unveil something that can match Streamyx internet in terms of price, availability and consistancy of service on top of offering mobile phone service that has cheaper data package like Maxis and DIGI and hybrid TV like Astro. I will be very surprised, even shockingly surprised. Because that seems to be what he is promising with the roll-out. So far have not heard of any integrated service like that in Malaysia or Singapore. Don't know if Japan/Korea has this kind of service and the sustainability of it. rclxub.gif

This post has been edited by skiddtrader: Oct 27 2010, 08:39 PM
TSdarkknight81
post Oct 28 2010, 12:36 PM

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QUOTE(skiddtrader @ Oct 27 2010, 09:38 PM)
Dark,

His interview sounds like he is about to unleash a game changing service where everyone will go oooh and ahhhh. So it's kind of hard not to be a bit skeptical about it since there isn't much details about it. I've never thought much about the telco service unless you are the major player, and I can't see it as a utility business. Since beginning I've never been a fan of their WiMax venture, but then from the scant details we have here and there, seems their costs are manageble and should not affect their profit margins. If this works as he envisioned it will be and not fail like Green Packet, then it will be a bonus. Other than that, I'm not really excited about it.  yawn.gif

If Nov 18 comes and they unveil something that can match Streamyx internet in terms of price, availability and consistancy of service on top of offering mobile phone service that has cheaper data package like Maxis and DIGI and hybrid TV like Astro. I will be very surprised, even shockingly surprised. Because that seems to be what he is promising with the roll-out. So far have not heard of any integrated service like that in Malaysia or Singapore. Don't know if Japan/Korea has this kind of service and the sustainability of it.  rclxub.gif
*
Thanks notworthy.gif

One thing for sure is ytl e solution will be sure win as they only provide technical service.

Whereas for YTLP will be the main loser if this wimax, hybrid TV, voice services failed...As they are the source of funding for all of these roll out. Bara aktif the 40% YTL COMM. will be their sleeping partner only.
Just wonder in term of profit sharing, will it be 40% and YTLP 60%?
hmm.gif
The way i look at it YTLP is the main loser...

This post has been edited by darkknight81: Oct 28 2010, 12:50 PM
skiddtrader
post Oct 28 2010, 02:52 PM

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QUOTE(darkknight81 @ Oct 28 2010, 12:36 PM)
Thanks  notworthy.gif

One thing for sure is ytl e solution will be sure win as they only provide technical service.

Whereas for YTLP will be the main loser if this wimax, hybrid TV, voice services failed...As they are the source of funding for all of these roll out. Bara aktif the 40% YTL COMM. will be their sleeping partner only.
Just wonder in term of profit sharing, will it be 40% and YTLP 60%?
hmm.gif
The way i look at it YTLP is the main loser...
*
Oh yeah talking about YTL-E, my dealer was telling me there was a rumour about it being privatised. That was last week I think and asked me to keep an eye for it. I'm not much of a rumour person so I didn't pay much attention. First time hearing a rumour from my dealer.
TSdarkknight81
post Oct 28 2010, 07:54 PM

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QUOTE(skiddtrader @ Oct 28 2010, 03:52 PM)
Oh yeah talking about YTL-E, my dealer was telling me there was a rumour about it being privatised. That was last week I think and asked me to keep an eye for it. I'm not much of a rumour person so I didn't pay much attention. First time hearing a rumour from my dealer.
*
The way i look at it is like similar with RPT eventhough it may not looks alike.
calmwater
post Oct 30 2010, 09:22 AM

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YTL-e few years ago was only about 14 sen. After wimax license and all this promises, is currently 10 times more. With hardly any revenue to show to date, this stock could be no different from those dot com bubble stocks. Buyer beware!!

When the dice is rolled (Nov 18), the bare naked truth will be out. If there is substance to the story, well and good. If not .........
TSdarkknight81
post Oct 30 2010, 04:12 PM

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QUOTE(calmwater @ Oct 30 2010, 10:22 AM)
YTL-e few years ago was only about 14 sen. After wimax license and all this promises, is currently 10 times more. With hardly any revenue to show to date, this stock could be no different from those dot com bubble stocks. Buyer beware!!

When the dice is rolled (Nov 18), the bare naked truth will be out. If there is substance to the story, well and good. If not .........
*
The way i look at it neither ytlp nor ytl-e is a good pick....

Everything seems not clear...

Don't have faith on Francis Yeoh anymore.

Being starting to sell off my ytlp recently to take some profit instead. Any stocks to recommend ka brother?

This post has been edited by darkknight81: Oct 30 2010, 04:15 PM

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