tag:blogger.com,1999:blog-96448416018959830.post2997297896110077463..comments2024-03-24T15:18:25.244+08:00Comments on I DID IT MY WAY: I Am Joining ACOSTEC As Well ^^horsehttp://www.blogger.com/profile/01702979662884471359noreply@blogger.comBlogger53125tag:blogger.com,1999:blog-96448416018959830.post-25130638988403327792013-01-12T18:53:18.797+08:002013-01-12T18:53:18.797+08:00Hng,
Thank so much on MBF update..
Hopefully all...Hng,<br /><br />Thank so much on MBF update.. <br />Hopefully all of us HUAT together!! <br />Anonymoushttps://www.blogger.com/profile/11609860805106486293noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-64120938328077830622013-01-12T16:41:43.804+08:002013-01-12T16:41:43.804+08:00As at 4.40pm,HKR rally is peaceful,no untowards in...As at 4.40pm,HKR rally is peaceful,no untowards incidentTenghttps://www.blogger.com/profile/04433725663734652393noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-55782561191736874772013-01-12T15:48:29.517+08:002013-01-12T15:48:29.517+08:00According to CIMB report 1MDB paid $1.38 mil/MW fo...According to CIMB report 1MDB paid $1.38 mil/MW for GSP and $1.00 mil/mw for TEH.<br /><br />The new gas fired plant in Penang is budgeted to cost $1.03 mil/mw.<br /><br />At worst case scenario, if we assume $1mil/mw, YTLPOWER stand to get RM 3.7 bil for it's power plant. Still a very good deal.<br /><br />BTW saw your posting at i3. :)Garkhttps://www.blogger.com/profile/01768303613739635625noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-10713079869324609492013-01-12T13:55:42.605+08:002013-01-12T13:55:42.605+08:00To build new power plant, it cost a lot more and t...To build new power plant, it cost a lot more and take at least 4year to complete. It make sense to utilize existing power plant to continue generate power as YTLP have excellent record in maintenance and upgrading it power generator. According to its annual report, YTLP have replace its paka power station with newly installed latest model, the most efficient HR3 Burners in all its Gas turbines. Overall plant availability keep at optimal level with 95.15% at Paka Power Station and 99.05% at Pasir Gudang Power Station. The combined power production by both station was 102.81% of the scheduled qualities.<br /><br />Therefore, despite the concessionaire is going to expire in 2 year time, its power plant still able to keep continue generating power supply. Therefore, it make sense for IMDB to acquire these power assets even have to pay full value for it as the readily available power plant will shorten time to rebuild and get rid execution risk.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-7889858582053212212013-01-11T22:11:11.356+08:002013-01-11T22:11:11.356+08:00Teng
Agreed, YTL power sell off its power plant t...Teng<br /><br />Agreed, YTL power sell off its power plant to 1MDB is best solution to no only get rid of political risk, but realize value on its power plant. <br /><br />Based on 1212MW, fixed assets: 990m and profit 250m, the selling price could be worth RM 5-6b.<br /><br />The amount is derive from mixed formula: RM 4.6m/MW; 20x PE and 5.8x fixed power asset est RM990m.<br /><br />The above parameter is based on 1MDB acquire Genting Sanyen. <br /><br />Conservatively,lets assume the power plant sell at RM5b, YTL Power should be able to recognized around RM4b net gain, translate to increment of 55sen/share.<br /><br />YTL Power could then opt for special dividend or capital repayment via par value reduction from 50sen to 10sen. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-88555516612087006382013-01-11T21:56:50.025+08:002013-01-11T21:56:50.025+08:00Teng
Selling pressure on YTL Power could be expla...Teng<br /><br />Selling pressure on YTL Power could be explain by technical analysis. Doji was formed on Wed at price 1.68, meaning price could break either way. But, apparently profit taking have upper hand, resulting price retrace. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-58735499104036629282013-01-11T20:36:54.328+08:002013-01-11T20:36:54.328+08:00Hng
Thanks for the update ya :-) Hng<br /><br />Thanks for the update ya :-) Derickhttps://www.blogger.com/profile/04664878047005191016noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-66527780158235506582013-01-11T20:18:19.470+08:002013-01-11T20:18:19.470+08:00hng
thanks fr the Mbf update. hope sp. div annou...hng<br /><br />thanks fr the Mbf update. hope sp. div announcement soon.cheehenghttps://www.blogger.com/profile/17135180394527769675noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-86013982790944537952013-01-11T20:08:36.698+08:002013-01-11T20:08:36.698+08:00Hng/Gark
Selling power plant to 1MDB is the best ...Hng/Gark<br /><br />Selling power plant to 1MDB is the best solution for YTLPower and government. Gas subsidy is always political issue.Also,Msia is now facing rising power demand,and make no sense for IPP to dismantle their plant after concession with government expire<br /><br />Now concern is price YTLPower can get from sale of its power plant.Tenghttps://www.blogger.com/profile/04433725663734652393noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-10564811202600241032013-01-11T19:30:50.317+08:002013-01-11T19:30:50.317+08:00Gark
From what i hear from investment bank, the n...Gark<br /><br />From what i hear from investment bank, the news in regard to selling of YTL local power plant total 1212MW consist of Paka 808MW and Pasir Gudang 404MW, seem to be true, now await investment bank to official announce in bursa. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-21748990574845370142013-01-11T19:27:17.752+08:002013-01-11T19:27:17.752+08:00Hi All
MBF has announce better than expected sell...Hi All<br /><br />MBF has announce better than expected selling price of its MBF card, from 623m to 641m, a increased on 18m. Now, await for its special dividend to be declare. <br /><br />We refer to the Company’s announcement dated 3 December 2012 in relation to the completion of the Disposal.<br /><br />On behalf of the Board of Directors of the Company, Maybank Investment Bank Berhad wishes to announce that the final Sale Consideration is RM641.40 million, comprising:<br /><br />(i) the base price of RM623.40 million; and<br /><br />(ii) RM18.00 million, being the difference between the audited net assets value (“NAV”) of MBF Cards of RM219.19 million as at the completion accounts date of 30 November 2012 and the benchmark NAV of RM207.19 million as at 31 December 2010 as well as the share of earnings of Bonuskad Loyalty Sdn Bhd (a 33.33%-owned associate of MBF Cards) of RM6.00 million from 1 January 2011 until 30 November 2012.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-87345719035101641452013-01-11T19:22:06.197+08:002013-01-11T19:22:06.197+08:00Until the sale news is confirmed, YTLpower will ha...Until the sale news is confirmed, YTLpower will have temporary setback... Garkhttps://www.blogger.com/profile/01768303613739635625noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-45440593809798681952013-01-11T18:54:54.417+08:002013-01-11T18:54:54.417+08:00Hng
Hope so.Today busy with visitors from oversea...Hng<br /><br />Hope so.Today busy with visitors from overseas.Managed to sell YTLPower WB at 45cents( q at 45.5 not matched)in the morning. 4+pm managed to buy back 44-44.5 cents <br /><br />Tenghttps://www.blogger.com/profile/04433725663734652393noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-86635834180944159842013-01-11T18:23:06.814+08:002013-01-11T18:23:06.814+08:00Teng
No worry, once the YTL Power divest its loca...Teng<br /><br />No worry, once the YTL Power divest its local power plant to IMDB materialize, stock will due to re rating as its will no only get rid of political risk of no granting extension, but also can liquidates its fixed asset to liquid fund estimate to be around RM5b-RM6bAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-69612452598131628812013-01-11T18:16:29.984+08:002013-01-11T18:16:29.984+08:00Today sold YTLPower WB at 45cents and bought back ...Today sold YTLPower WB at 45cents and bought back at 44.5 cents.Bought more at 44cents<br /><br />I was thinking to reduce YTLPower WB but end up I hold more Tenghttps://www.blogger.com/profile/04433725663734652393noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-88757109803837846762013-01-11T17:27:48.324+08:002013-01-11T17:27:48.324+08:00Always have no luck wit ytlpowr =/Always have no luck wit ytlpowr =/Arthurhttps://www.blogger.com/profile/03461117986267476466noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-90704084499021918232013-01-11T16:46:12.942+08:002013-01-11T16:46:12.942+08:00Sold another 1/4 of WCT-WB at 0.44, the gap is get...Sold another 1/4 of WCT-WB at 0.44, the gap is getting smaller , now only 8cent difference. Rest keep for conversion.<br /><br />If it moves to 5 cent difference I will sell all instead of converting.Garkhttps://www.blogger.com/profile/01768303613739635625noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-82413598957850515042013-01-11T16:34:49.115+08:002013-01-11T16:34:49.115+08:00Bought ultramax YTL Power-WB at 44senBought ultramax YTL Power-WB at 44senAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-36406490367632516712013-01-11T16:27:11.073+08:002013-01-11T16:27:11.073+08:00those who have wct-wb, pls do not sell.
Do conver...those who have wct-wb, pls do not sell.<br /><br />Do convert to wct-wb to wct.<br /><br />example now wct 2.40 - 1.85 = 0.55<br /><br />WCT-WB now is worth 0.55 compare to market price of 0.44.ck5354https://www.blogger.com/profile/06640720179925779257noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-5483591014311103702013-01-11T16:23:35.745+08:002013-01-11T16:23:35.745+08:00Sold off all PJD at 79sen, about breakeven after t...Sold off all PJD at 79sen, about breakeven after take into account 5sen dividend, free up margin lineAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-56766936670579511602013-01-11T16:20:58.258+08:002013-01-11T16:20:58.258+08:00ck5354
YTL Power will likely opt to payout specia...ck5354<br /><br />YTL Power will likely opt to payout special dividend or capital repayment by reducing its par value from 50sen to 10sen to match with YTL and later can facilitate share swapAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-72381519853061087162013-01-11T16:04:53.448+08:002013-01-11T16:04:53.448+08:00Gark,
That my question, if he hold on to the cash...Gark,<br /><br />That my question, if he hold on to the cash, We minority holder get nothing.<br /><br />Unless now the greatest catalyst is PRIVATIZATION.<br /><br />else we will be PIRATIZATION.ck5354https://www.blogger.com/profile/06640720179925779257noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-87449699065185078222013-01-11T16:02:01.270+08:002013-01-11T16:02:01.270+08:00CK if YTLPower sell then get cash loh.. but lower ...CK if YTLPower sell then get cash loh.. but lower earning power. I doubt Dato' Yeoh will distribute capital repayment looking at how much undistributed cash YTLPower has...Garkhttps://www.blogger.com/profile/01768303613739635625noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-29339319558165870942013-01-11T16:00:51.226+08:002013-01-11T16:00:51.226+08:00Hmm if that is the news then it's very good ca...Hmm if that is the news then it's very good catalyst.<br /><br />I am so read that YTL will use YTLPower to buy Stansted airport (RM 5 billion). Airport fees collected YTLPower, management by MAHB and the land goes to YTL for property development...Garkhttps://www.blogger.com/profile/01768303613739635625noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-20818301463354175852013-01-11T15:59:46.092+08:002013-01-11T15:59:46.092+08:00Hng,
If ytlpower sell local power plant to 1MDB,...Hng, <br /><br />If ytlpower sell local power plant to 1MDB, what can we get as minority share holder???<br /><br />ck5354https://www.blogger.com/profile/06640720179925779257noreply@blogger.com