The Diff Between U & Me is A Degree And O Level ^^

1. WOW !! Damn arrogant of this Sharifah. What are those holding a Master Degree for then ? I guess these people can't even compete with you. :( Let the student finished what she want to said first then you talk about respect. It is disrespectful by refraining or shuting people off halfway by taking away the microphone. LOL !!

 

2. UOAREIT - What a perfect timing. ^^ Scalp on this by selling at 1.41 and bought back at 1.40. 1sen profit. ^^ DPU just declared. 4.95sen ^^

 

3. YTLPWR - hng said...

There is news confirming joint bid by YTLCorp & M. Airport for the London's Stansted Airport, and argue that the logical place to park this investment is in YTL Power, which has a cash reserve of RM10 billion. This scenario has the distinct disadvantage of raising the value of YTL Power; thus making it more costly for YTLCorp to privatize. Good for YTL Power but not so good for the parent company


Therefore, i think divestment in YTLP power is the only solution. Once YTLP sell its power plant to 1MDB, cash proceed can use as special dividend payout, which YTLcorp as major shareholder is a main beneficial and can use these fresh cash for acquisition eg. Stansted Airport. These increasing YTL corp value and appeal and reduce YTLP dependency. Only by then privatization kick in, through share swap, privatize YTLP later.

Again some may argue then the viability of YTLP sell its power plant to IMBD since its concessionaire is expire in next 2year and doubt capability of 1MDB financial to able keep acquire power plant

Recall 1MDB acquire Genting Sanyen before its granted extension. The renewal concessionaire only announce after the deal concluded. Furthermore, in the earlier acquisition of another 1st generation IPP. the Powertek , there is still yet to grant extension. Thus, If 1MDB buy YTLP power plant, its just matter of time like Powertek, all together will grant extension afterall 1MDB is wholly own by Gov.

As Gov back institution, it able to fund acquisition with cheaper borrowing capital due to market high liquidity and the fact it guarantee by Gov. 1MDB off course could raise further capital via IPO, to increase its corporate profile and facilitate and meet its expansion mode of growth in future.


Therefore, I still opine that to build new power plant, it cost a lot more and take at least 4year to complete. It make sense to fully utilize existing power plant to continue generate power especial to those well keep plant. 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.

Thus, despite the concessionaire is going to expire in 2 year time, these well keep power plant still be able to keep continue generating power supply. If IMDB to acquire these power assets, even have to pay full value for it, is still worth of investing as the readily available power plant will shorten time to rebuild and get rid execution risk.

4. Watch List - YTLP, UOAREIT, MKLAND (1sen Dividend)

5. Good Luck. ^^