EPF actively disposing everyday 1-2 million shares sold for 2 weeks already. No one can go against EPF selling pressure.....

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

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

Why do people always equate YTL power with IPP contracts? 70% of thier revenue is from outside Malaysia including Wessex (England), Power Seraya (Singapore) & Java Power (Indonesia).

FYI In Indonesia (coal) and Singapore (fuel oil), there are no subsidies, yet they can turn out reasonable profit.

This post has been edited by gark: Jul 30 2011, 12:48 PM

Probably not good for you... expected only 0.094 divvy onwards, so at your bought price.. 0.094/2.51*100% = 3.74%, almost equivalent to FD at bank... not to mention the capital loss...

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Added on August 10, 2011, 2:17 pmExpected to be 1.875 cent, even if most hopeful will only be 3.75 cent

This post has been edited by gark: Aug 10 2011, 02:18 PM

At 1.99 now.. already at profit already... .. now just keep for divvy..

This post has been edited by gark: Aug 12 2011, 11:29 AM

With the expected dividend.. 9.4 cent, the fair value of share should be worth about 1.90-2.00 only. Unless the dividend is increased, otherwise it will not likely to reach your price. Also YES is expected to lose money for the next 5-10 years. How long can you wait?

This post has been edited by gark: Aug 13 2011, 10:15 AM

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...

No one subscribe to YES meh?

This post has been edited by gark: Nov 17 2011, 07:04 PM

Hmm.. will YES 4G be viable..? Last quarter only 12 million income, loss 94 million. 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...

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...

This post has been edited by gark: Nov 18 2011, 09:37 AM

Yep looks likely dividend is going to stay at 7.5c total, until at least the YES breaks even... so lowest rate it can go is 1.50 based on 5% dividend. YES network is still starting up so this will be time the profit will take a beating, but it should be better onwards as revenue comes in and capex expenditures is reduced.

So far YTLPWR have spent around 300 million to set up the YES network and is expect to spend more. I wonder why they don;t just buy out Greenpacket, which is only worth ~500 million now. You get the subscribers, get rid of competition and all the infrastructure as they offer 4G as well.... . They should seriously consider that as a good bargain, rather than set up their own network.. and they have cash to do it (YTLPOWR currently holding ~7 billion in cash).

This post has been edited by gark: Nov 22 2011, 10:15 AM

The ~500 million to take over Greenpacket.. is already at 2x book value. With the political turmoil in Jordan (people want the president to quit)... I doubt the project will be ongoing... for now. Lucky not much has been invested in this joint venture.

This post has been edited by gark: Nov 22 2011, 10:47 AM

Indonesia currently have excess of IPP, in fact electricity prices has been dropping from Rp 900/kwh in 2009, to Rp 800/kwh in 2010 and now to Rp680/kwh due to high supply. However there is rumor that electricity price will have a hike in 2012 for 10% (due to gas increase). IPP in Indonesia is not as protected as Malaysia, they have to sell at market value and compete amongst themselves. Lucky P.T. Jawa Power is using coal, as a lot of IPP in Java Island is in trouble due to gas shortage from PGN.

Good for long term prospect, but immediate profit would not be that high due to heavy competition. But YTL so far have demonstrated that they can trive in non-protectionist country like Power Seraya in Singapore.

This post has been edited by gark: Nov 22 2011, 02:05 PM

Based on last dividend payment... 0.875 cent / share

So your 1100 shares x 0.00875 = RM 9.65

Congratulation, you get 1 free lunch at the kopitiam.

This post has been edited by gark: Jul 24 2012, 01:18 PM

But don't forget got 4 times dividend per year.. so you get 4 kopitiam lunch.

IF there is a share swap/privatized, usually there will be announcement and the forms will be mailed to your house, sign and then send back. Usually several reminders are given as well and/or dateline extended to ensure max amount of people have time to accept the deal.

If you do not accept the offer, you will still be a shareholder, but the company is delisted and you cannot sell your shares in open market. You are still entitled to any future dividends, rights, etc.

When YTL took over YTL-Cement recently, via a share swap deal, there is about ~0.5% who did not opt for the swap.

If privatized and pay cash per share, usually it is automatic but sometimes can be conditional as above.

This post has been edited by gark: Jan 16 2013, 07:48 PM

You still shareholder what.. so yes you are entitled to dividends. But not announced, you will just receive a cheque in the mail.

YTLP is removed from shariah compliant list.. so ALL shariah fund must sell off all the stocks..

get from bursa website?... i am not sure?

thanks