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 YTL POWER INTERNATIONAL, VERSION 2

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entrapnet
post Nov 11 2011, 01:59 PM

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QUOTE(armadasaxon @ Nov 10 2011, 03:45 PM)
i tot dividend for this counter shud be in on november,y no receive yet ah?
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Payment date:

24/11/2011

entrapnet
post Nov 16 2011, 01:05 AM

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QUOTE(echoesian @ Nov 15 2011, 11:58 PM)
What happen to it today? Drop again?? I thought they are going to buy back some shares??
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Buy back != increase price

Buy back = no manipulation and confident over their own counter .

Well it's a good company smile.gif
entrapnet
post Nov 16 2011, 06:05 PM

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QUOTE(echoesian @ Nov 16 2011, 05:56 PM)
I'm in dilemma on whether wanna accumulate more or not .....
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Well, it's a good share . 1.80 is bargain and 2.05 is target for next year warrant
entrapnet
post Nov 17 2011, 09:06 AM

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QUOTE(echoesian @ Nov 16 2011, 06:46 PM)
Next year they going issue warrant? Do you know what kind of warrants ?
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i'm talking about ytlpowr-cd and its already there in the market. CD is issue by finance company and they are base on their forecast.

Like GENTING-CY, the price is currently racing near the target price of 11.00 but will it hit near to it? yes but over it? maybe....

so with the current price, its a good bargain... if it doesn't hit 2.05, you still can gain small sum if it hit 1.89 (15%?) and dividend. its not a lot of dividend but its help to reduce the pain of holding it in the first place

QUOTE(kilrathi @ Nov 16 2011, 11:38 PM)
how does this warrant works ?? and what is the purpose of this warrant ??
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try to read the lowyat sticky topic on how bursa works? I learn alot about it. This is generally how I look at warrant issue by finance company. They are base on fact and not plug a figure out of the air like WA which issue by the company itself.
entrapnet
post Nov 18 2011, 09:19 AM

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QUOTE(leawitt @ Nov 17 2011, 04:50 PM)
Currently sound good but the below is the future concern .

Wessex agreement will be expire on 2014 ... will it be renew ...
YES 4G is the burden for at least 3 -4 years to YTLP ..
It's power business (local) some conflict with TNB ...
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2014 is another 3 years from now. YTL doesn't grow big in one day or two. They will survive.

YES 4G is a good product and i don't really have their balance sheet but as I'm using their service, they are top quality product. Its expensive..yes but where can you get 20MB line over in malaysia without paying high premium. In another good business, you will need to invest first. That's where we are doing.

As conflict with TNB, I didn't have anu data on that. Mind to share your source?

QUOTE(gark @ Nov 17 2011, 07:03 PM)
YTL power loss RM 94 million from broadband unit in the latest Quater. If not for this broadband loss.. they would have a good profit...  doh.gif

No one subscribe to YES meh?  laugh.gif
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Well.. i'm another strong supporter of their product since I have all their product range
entrapnet
post Nov 18 2011, 11:24 AM

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QUOTE(gark @ Nov 18 2011, 09:36 AM)
Hmm.. will YES 4G be viable..? Last quarter only 12 million income, loss 94 million.  doh.gif If average subscription rate is RM 60/month, then there are only about 60k subscribers... They target 200k by end of year.. can get kah? YES 4G need 600k subscriber to break even... unless they get the 1Bestari job, then will need many years to breakeven...  hmm.gif

YTLPWR's Malaysia power generation is only about 20% of income, if there are any impact, it will be slight. They manage to increase Power Seraya's net profit margin even as the crude oil price is getting higher...
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gark... you are right that YES is not going to be an easy gain but as time goes by, people will move to them as they will decrease their price to be competitive. In comparison, they are doing better than P1.

YTLPOWR is in Maybank annoucement again! Its a buy! and I manage to jump in @ 1.79! What a joy!
entrapnet
post Nov 21 2011, 11:09 PM

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QUOTE(echoesian @ Nov 21 2011, 11:06 PM)
The current price is really scary....
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Well , all share is in red .
entrapnet
post Nov 21 2011, 11:18 PM

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QUOTE(echoesian @ Nov 21 2011, 11:13 PM)
But this counter is going down like a roller coaster recently...
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the dividen was lower than last year.... its norm for the share to drop

while only MBB is expecting this company to go for M&A with its extra money, the rest is just holding snice they are expecting dividen to go lower next year. To achieve that 4% ratio for the dviden, they are throw it down around 1.7-1.8

entrapnet
post Nov 22 2011, 10:00 PM

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anyway...our friend @ YTL is giving free concert...free to claim and make yourself happy...
entrapnet
post Nov 22 2011, 10:54 PM

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QUOTE(echoesian @ Nov 22 2011, 10:20 PM)
What kind of concert is this? Where to claim ?
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http://biz.thestar.com.my/news/story.asp?f...23&sec=business

QUOTE(kueyteowlou @ Nov 22 2011, 10:31 PM)
flex.gif

So YTLpower is still relying on YES 4G to gain more profit ?

But honestly, YTL loss RM94 millions is just a small cash for them to invest in the market..

Never used YES 4G before.. But they are hiring alot of peoples to work for them...  icon_rolleyes.gif

For long term, it is still worth to hold.. As the previous record already showed that they can survive in all types of market...

Worry not my friend, their management is good enough to trust...  laugh.gif

p/s: their buy back power is strong too ..  tongue.gif
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i'm a new share holder of YTL POWER and i love the way you put it... let's hope our investment will not go in waste next year...

 

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