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 YTL POWER INTERNATIONAL, VERSION 2

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jasontoh
post Dec 29 2009, 08:39 PM

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Signing in and hoping for new acquisition by YTLP
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
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What div is this? YTLP?
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?
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If I'm not wrong, early Dec was the ex-date for the last Q div.
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
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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.
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
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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, 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 ?
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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
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.
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From the list, Adventa and Harta still have higher upside
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?
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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 
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.
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Woot....another divvy in pocket smile.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
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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

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
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I can PM you my address, then I can help receive the cheque on your behalf
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
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I have no problem with that? It's ok to see the statement also ma, can see what stocks you buy, so follow you
jasontoh
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
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.
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Grow 5x in 30 years? Include dividend or not? I would say it is not impossible, but quite tough.
jasontoh
post Feb 25 2010, 09:33 PM

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Another round of divvy masuk pocket biggrin.gif
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.
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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
jasontoh
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.
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But Q4 got 2x div
jasontoh
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.
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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
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.
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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
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.
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Share divvy coming soon? drool.gif drool.gif

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