Price surging up. regretted didn't add bit more at 2.19..zz

It's been some time since I visited lowyat forum. So how are you darkknight? Still piling up on YTL power for the good prospect of YES launching or disposing them afraid the dividend yield might not be as attractive before?

Anyway, strong performance for YTL Power today despite the red CI.

Ok, but I'm sure you will keep this stock sideline and be prepared to jump in if the price dip lower.

Btw, the exercising of the warrants "Kindly be advised that the abovementioned Company’s additional 12,785,070 new ordinary shares of RM0.50 each arising from the aforesaid Exercise will be granted listing and quotation with effect from 9.00 a.m., Friday, 3 December 2010" does drives this YTL Power down a bit.

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Added on December 1, 2010, 2:52 pmREIT seems to be a good options for you to reap dividend. But don't expect too much capital gain. It's a mutual exclusive thingy, stock with growing potential has little dividends to offer while stock with dividends to offer has very little growth potential.

List of REITs in Malaysia with dividend yield.
http://mreit.reitdata.com/

This post has been edited by andrewckj: Dec 1 2010, 02:52 PM

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

YTLPowr shareholdes. Let's rejoice. What is the outlook for the coming future, say 4 weeks ahead. To top up YTLPOwr now or just sit and wait?

Not today, he got it last Thursday/ Friday I think.

Looking at the price as of now, it is no surprise that it has be caused by EPF heavy dumping.

Ya, I remembered that u mentioned before, after disposing off Alaqar Reit rite?

Oh ya, sorry my bad. ARREIT. Thanks for the advise dark. Don't worry, this counter will rebound soon

If you are contra player, or for trading purposes, YTL Power is not the right counter for you.

However, if you have the bullets and planning to invest in it for long term to yield the dividend, then you are good to enter. Buy YTLP base on FA.

This post has been edited by andrewckj: May 6 2011, 11:40 PM

Oil price has been sliding, but YTL Powr seems not to be moved by the news. Will awake if only EPF start accumulating. Perhaps some investors are wary about the YES 4g venture. Any other insight to share among YTLPowr holders?

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Added on May 10, 2011, 2:21 pmHigh volume of seller spotted at 2.24

This post has been edited by andrewckj: May 10 2011, 02:21 PM

Ya bearish, but YTL POwr is a defensive stock. For me, the price is quite right to enter now. Surely we can wait, but we just might miss the boat is the price is surging up

It seems like Yes is the current liability of YTLPowr, as prudent investors afraid YEs will affect the earnings of YTLPowr.

When TNB review it's price I suppose it should be a good news to YTLP. YTLP recent price has been southing due to the increased in coal price. Coal price has been rising since Japan tsunami which caused the radiation worried and resorting to Japan to propose to use more coal powered plant.

Net profit increased but dividend getting lesser. I guess YTLP is saving up the cash for the YES expansion.. Oh well..

Who is MR Lee?

Outperfrom. It is definitely a good time to collect more. Getting near to it's 52 wee low price at 2.16. However, not only CIMB disappointed with the dividend, I was disappointed as well. Like you said, wait for YES to flourish. I will keep this stock for long term. Cheers

P/S: Thanks for the attachment

This post has been edited by andrewckj: May 27 2011, 10:01 AM

EPF keep dumping I suppose. Well well, maybe will record a new 52 week low

It is not the bond. Those that are classed in borrowings are term loan, hire purchase, or bank overdrafts. The increased in borrowings under current liabilities is due to the reclassification from long term liabilities. Take a look at the borrowings of long term liabilities as at 31st Dec 2010 and as at 31st Mar 2010, and you will notice the decline in the amount.

Any borrowings that is due in a year or less will be classed as Current Liabilities.
Where else, borrowings that is due in more than a year, will be classed as Long Term Liabilities.

Put it in this way, as as 31st Dec 2010, some of the amount of borrowings still constitute as Long term Liabilities but as each months passes by, some of these borrowings will become short term liabilities.

Example by figures explanation:

As at 31st Dec 2010, there is RM 10bil as borrowings in long term liabilities and RM 1bil as borrowings in current liablities.
Assuming the breakdown of the RM 10bil ( RM 7bil repayable in 5 years time , RM 3bil repayable 14 months time). The RM 1bil meanwhile is repayable in 7 months time. Remember, this is per 31st Dec 2010.


*3 months later, Assuming no repayment of capital has been done to the borrowings, and no new borrowings took place. the reclassification will be as of.
As at 31st March 2010
Borrowings Long Term Liablities = RM 10bil - RM 3bil= RM 7bil
Current Liabilities = RM 1bil + RM 3bil (reclassified from LTL) = RM 4bil.

The RM 3bil was needed to reclassified to current liabilities because as of 31st March 2010, the tenure left 11 months, as opposed to 14 months when it is in 31st Dec 2010.

In the end, you will still have RM 11bil as the total of borrowings.

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Added on May 30, 2011, 11:39 amBroke the support line of 2.20..Soon equalling 52 weeks all time low, at 2.16 cents.

This post has been edited by andrewckj: May 30 2011, 11:39 AM

Ya man, everyday dropping at least 1-3 cents