QUOTE(yhtan @ Aug 13 2012, 11:42 AM)
for 1mdb to take over YTLPower, it going to cost a bomb 
most feasible is to take over the 2 power plant in Malaysia
BTW i still don't understand what is the purpose of this 1mdb, sound like cashing out those cronies' business
That is the bad news which drag the whole share price down. The market had been over-reacted for the past 1 year for my opinion.
what i mean is YTL Corp will privatize YTL Power because it is undervalue.
Telco business is a high risk high return business, look at Greenpacket, a lack of strong management team and good financial support is definitely commit suicide.
If u observe Uncle Yeoh corporate exercise in this recent year:-
YTL Corp privatize YTL Cement, acquire some hotel business in Japan
Stareit bought 2 hotel in Australia
Now left YTLPower, i sense he is going for something which bring a favorable return
Thing is YES is still going to need a lot more money.most feasible is to take over the 2 power plant in Malaysia
BTW i still don't understand what is the purpose of this 1mdb, sound like cashing out those cronies' business
That is the bad news which drag the whole share price down. The market had been over-reacted for the past 1 year for my opinion.
what i mean is YTL Corp will privatize YTL Power because it is undervalue.
Telco business is a high risk high return business, look at Greenpacket, a lack of strong management team and good financial support is definitely commit suicide.
If u observe Uncle Yeoh corporate exercise in this recent year:-
YTL Corp privatize YTL Cement, acquire some hotel business in Japan
Stareit bought 2 hotel in Australia
Now left YTLPower, i sense he is going for something which bring a favorable return
Again the difference between the two. YTLCement had earnings growth. Cash rich. YTLPower earnings declining, not cash rich.
For YTLPower to bring a favorable return, YES have to turn around first and this is not easy.
Made a mistake. YTLP has 9.8 billion cash and 22.6 billion borrowings.
Aug 13 2012, 11:48 AM

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