tag:blogger.com,1999:blog-96448416018959830.post3754728847681439445..comments2024-03-24T15:18:25.244+08:00Comments on I DID IT MY WAY: Weekly Trades - 4th Week Of JULY 2013horsehttp://www.blogger.com/profile/01702979662884471359noreply@blogger.comBlogger78125tag:blogger.com,1999:blog-96448416018959830.post-77726084063102864852013-08-03T18:16:57.505+08:002013-08-03T18:16:57.505+08:00Just want to update new development and its source...Just want to update new development and its source link which may impact on YTLP.<br /><br />a) Electricity charges in Indonesia will rise an average 4.3%, effective April 1, 2013.<br /><br />Positive impact on PT JAWAPT Jawa Power which owns a 1,220MW coal-fired power plant located at the Paiton Power Generation Complex in East Java<br /><br />http://www.balidiscovery.com/messages/message.asp?Id=9266<br />http://www.jakartaupdates.com/2085-the-electricity-price-increased-effective-1-january-2013-for-large-customers<br /><br />b) 30% stake in Jordan- potential earning capacities from next IPP (500MW) since 2017<br /><br />https://www.enefit.com/news/-/news/2013/06/13/enefit-jordan-given-green-light-by-ministry-of-environment-to-proceed-with-oil-shale-fired-power-plant<br /><br />c) Average household water bill to rise by 3.5% to £388 a year<br /><br />http://www.telegraph.co.uk/finance/personalfinance/9849057/Average-household-water-bill-to-rise-by-3.5pc-to-388-a-year.html<br />http://www.theguardian.com/money/2013/feb/09/rising-water-bills-profits<br /><br />d) Underestimate of 33.5% in ELECTRANET- - revenue and price hike in 2014-2018<br /><br />http://www.aer.gov.au/sites/default/file/ElectraNet%20Revenue%20Proposal%20.pdf<br /><br />e) Potential earning from YTL Communication via YES, after subscribes more than 600,000hnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-6627183796779272632013-08-02T16:24:02.010+08:002013-08-02T16:24:02.010+08:00Bought some GOB at 81.5 centsBought some GOB at 81.5 centsTenghttps://www.blogger.com/profile/04433725663734652393noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-24502171864933395002013-08-02T16:20:13.782+08:002013-08-02T16:20:13.782+08:00Bought back all KPS at 1.80Bought back all KPS at 1.80hnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-77133513449267821142013-08-02T15:54:00.188+08:002013-08-02T15:54:00.188+08:00Hng
congrats... keng.....Hng<br />congrats... keng.....alwayswin111https://www.blogger.com/profile/10260851030559041905noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-31725392072162200162013-08-02T15:47:36.297+08:002013-08-02T15:47:36.297+08:00Bought back KPS at 1.83Bought back KPS at 1.83hnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-12382637275747515012013-08-02T15:36:31.708+08:002013-08-02T15:36:31.708+08:00Sold off all KPS at 1.85-1.86 firstSold off all KPS at 1.85-1.86 firsthnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-75206577397301555832013-08-02T14:22:39.296+08:002013-08-02T14:22:39.296+08:00Ig
Puncak-WA offer cheaper entry, but if Puncak d...Ig<br /><br />Puncak-WA offer cheaper entry, but if Puncak declare special dividend after water restructuring, warrant holder will entitle. hnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-57797040386974149862013-08-02T13:58:25.376+08:002013-08-02T13:58:25.376+08:00hng,
if were to buy puncak , would buying it's...hng,<br />if were to buy puncak , would buying it's warrant a better choice?lghttps://www.blogger.com/profile/04507264470379424636noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-82015563385331255902013-08-02T13:44:40.285+08:002013-08-02T13:44:40.285+08:00Still queuing rcecap...
Hope to get some. The 1.5s...Still queuing rcecap...<br />Hope to get some. The 1.5sen dividend is hard to resist. ^^horsehttps://www.blogger.com/profile/01702979662884471359noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-18926892810550018732013-08-02T12:40:52.251+08:002013-08-02T12:40:52.251+08:00Hng
Good moved :-)Hng <br />Good moved :-)Derickhttps://www.blogger.com/profile/04664878047005191016noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-76278143980931551932013-08-02T12:00:13.320+08:002013-08-02T12:00:13.320+08:00Yeah, hope my swap is correct, KPS outperform punc...Yeah, hope my swap is correct, KPS outperform puncakhnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-38148383896715789762013-08-02T11:37:36.901+08:002013-08-02T11:37:36.901+08:00Bank Negara’s regulations to dampen household debt...Bank Negara’s regulations to dampen household debt, specifically the one that deals with lowering the tenures for personal loans from 25 years to 10 years.<br />The non-bank financial institutions (NBFIs), or shadow banks, were less than happy with this ruling. Angkasa, the umbrella bodies for cooperatives which enable deductions from the salary for government servants, came out to say they would lose money. <br /><br />Koperasi Jess Johor complains that the new regulations will force them to include “loans from other sources which are not in the payslip such as housing and car loans as well as credit card” when calculating the 60 percent debt-to-income ratio to determine loan limits.<br /><br />This would make “most of the members unqualified even for a small loan from us now”. If the entirety of one’s debt when including credit cards and private loans exceeds 60 percent, then has one any business getting loans that would take up to 25 years to pay off?<br /><br />Bank Negara Malaysia had introduced guidelines early last year that would require the debt service ratio to include all debt obligations. Yes, BNM at that time had no jurisdiction over cooperatives or NBFIs, but the Cooperatives Commission was supposed to impose similar requirements on the organisations under them.<br /><br />Source KiniBizhnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-36773505691177658102013-08-01T23:10:07.378+08:002013-08-01T23:10:07.378+08:00Many investor have perceived YTLP is debt burden a...Many investor have perceived YTLP is debt burden after it incur huge capex to develop Wimax and yet is not delivering earning. Well, no doubt YTLP total debt is increase from 20,553m to 23,468m, or 14% (+ RM 2,915m); but bear in mind, YTLP net cash increase also 6,638m to 10,184m, or 53.4% (+ 3,546m); resulting in actual net increase in cash of RM631m despite being developing Wimax from scratch. <br /><br />Lets compared current and 3 year ago YTL balance sheet to reexamine its financial strength after it start venture into Wimax.<br /><br />2010 (2013)<br /><br />Non current assets: 23,407 (25,606)<br />Current asset: 9,473 (13,769)<br />Cash: 6,638 (10,925)<br />Total asset : 32,880 (39,375)<br />Total equity: 6,956 (10,184)<br /><br />Non current liab: 21,181 (23,940)<br />Current liab: 4,742 (5,249<br />LT Borrowing+ bond: 18,233 (20,908)<br />Current borrowing: 2,32 (2,56)<br />Total Liab: 25,923 (29,190)<br /><br />Net Asset per share: 1.00 (1.36)<br /><br />Financial ratio:<br /><br />1. Net Gearing : 2.95 (2.30)<br />2. Current ratio: 1.998 (2.62)<br />3. Cash ratio: 1.40 (2.08)<br />4. Debt ratio: 0.788 (0.741)<br />5. Debt/equity ratio: 3.726 (2.866)<br /><br />Valuation<br /><br />1. Share price/book: 2.27 (1.205)<br />2. PE: 12.1x (10.9x)<br />3. DY: 13.13sen (nil)<br />4. Yield : 5.8% (nil)<br /><br />(Remark: YTLP share price on 2 Aug 2010 was RM 2.27; annualized EPS 18.66sen vs. current share price RM 1.64; annualized EPS=15sen)hnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-84627092146726715942013-08-01T21:49:21.554+08:002013-08-01T21:49:21.554+08:00will see if any chance to buy back KPS tomorrow. ^...will see if any chance to buy back KPS tomorrow. ^^horsehttps://www.blogger.com/profile/01702979662884471359noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-56543867156696304642013-08-01T17:03:19.045+08:002013-08-01T17:03:19.045+08:00Ya, bought more KPS at 1.77Ya, bought more KPS at 1.77hnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-91451795187085421692013-08-01T16:52:05.674+08:002013-08-01T16:52:05.674+08:00at least there is foresee-able gain from kps speci...at least there is foresee-able gain from kps special div. <br />10x puncak = 13.5xkps. if both rise 26cents, kps still get to "untung" more lghttps://www.blogger.com/profile/04507264470379424636noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-88307936082692294992013-08-01T16:43:40.867+08:002013-08-01T16:43:40.867+08:00The absolute price for KPS is RM 1.78 vs, Puncak R...The absolute price for KPS is RM 1.78 vs, Puncak RM 2.41. However, in turn of valuation, Puncak is cheaper than KPS (PE 4.5x vs. 10x).<br /><br />But, Puncak have 2 derivative, Puncak-WA and convertible sukuk, both are dilution factors, (Puncak-WA conversion is RM 1.00; Puncak sukuk at RM 2.00)hnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-64000184091424644702013-08-01T16:29:00.714+08:002013-08-01T16:29:00.714+08:00sounds like a good idea. me too on paper loss stil...sounds like a good idea. me too on paper loss still. puncak might take much longer time to move.<br /><br />thanks.lghttps://www.blogger.com/profile/04507264470379424636noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-11185089363205723132013-08-01T16:26:19.219+08:002013-08-01T16:26:19.219+08:00Ig
If wan to get involve in Selangor water restru...Ig<br /><br />If wan to get involve in Selangor water restructuring theme. I think KPS has upperhand compared with Puncak.<br /><br />Once KPS fixed the EGM date, stock will restart its upswing again, breaking RM 2.00 is just a matter of time. KPS have trio advantage over Puncak: firstly disposal of KHSB give rise write back of previous provision, increase its NTA to more than RM 3.00, Secondly, part of the proceed from disposal will be reward back to shareholder through special dividend payout 26.6sen, or 15% yield. Thirdly, if Selangor state water restructuring materialize, both Puncak and KPS stand to reap huge lump sum windfall profit and but only KPS have better chance to reward another round of special dividend to shareholder as KDEB is its holding companyhnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-92225006457347616112013-08-01T16:24:17.054+08:002013-08-01T16:24:17.054+08:00Ig
Yes...Ig<br /><br />Yes...hnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-60851047778556005562013-08-01T16:19:31.264+08:002013-08-01T16:19:31.264+08:00hng,
i see.. are you thinking of swapping puncak t...hng,<br />i see.. are you thinking of swapping puncak to kps & make back?<br /><br />thanks!lghttps://www.blogger.com/profile/04507264470379424636noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-20490985896283643272013-08-01T16:16:20.361+08:002013-08-01T16:16:20.361+08:00Ig
All the ESOS already expire on 31 July. Those ...Ig<br /><br />All the ESOS already expire on 31 July. Those entitle director and management team must excise ESOS share before it lapse. Listing of ESOS share will be tailing soon. hnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-51833665051861129822013-08-01T16:13:19.729+08:002013-08-01T16:13:19.729+08:00Sold off Puncak at 2.43 first, realize loss first....Sold off Puncak at 2.43 first, realize loss first. hnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-20923446283903978892013-08-01T16:12:51.379+08:002013-08-01T16:12:51.379+08:00hng,
kps - suprisingly the esos didn't impact ...hng,<br />kps - suprisingly the esos didn't impact much on the share price today - am i right?lghttps://www.blogger.com/profile/04507264470379424636noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-19630160576115449822013-08-01T15:53:53.418+08:002013-08-01T15:53:53.418+08:00YTLP need to break again RM 1.68 in order to resum...YTLP need to break again RM 1.68 in order to resume uptrend to next resistance level 1.85hnghttps://www.blogger.com/profile/09991845636346362144noreply@blogger.com