TRADES DATED : 17/9/2013
TRADES DATED : 18/9/2013
TRADES DATED : 19/9/2013
TRADES DATED : 20/9/2013
1. WATCH LIST - YTL, YTLP-WB, YTLP, KPS, PUNCAK
2. YTLP-WB - Keep averaging up. ^^ Used up all my fund. Waiting for it to surge higher.
3. Good Luck. ^^
54 comments:
Hng,
If we still keep TMS until today fatt tatt liao.
Ya.
This time we will keep ytlw-wb until the cow come home. ^^
My 5D gains 'gone' in TMS
I keep small qty of YTLP-WB only
Teng
yeah,miss TMS bigtime.My average cost only 5.5 - 6 sens
only.Sigh.......
CheeHeng
My cost 6.5 cents,and sold all at 7cents
Teng
I sold off @ 6.5 sens.Let's hope we recover that "miss" with YTLPOWR WB.
We always have the problem selling too early. This round ytlp-wb seem promising.^^
We always have the problem selling too early. This round ytlp-wb seem promising.^^
Horse
YTLP sharebuy back start again ( 2.35pm)
bought more ytlp-wb at 51.5c.
Today, YTLP share buyback more aggressive than yesterday. With 2 days closing at unchanged at 1.78, i think tomorrow, it ready to move up another 1-2 sen, with target to closed at least RM 1.80 by these week.
For share price to increase, its depend on supply and demand. Everyday, YTLP keen to buyback more volume but at lowest possible cost with no intention to sellback but to cancelled it later. Free float and share volume will gradually reduce and selling pressure also easing unless, EPF indeed wanna sell below 5% market to be ease as substantial shareholder of YTLP. With YTL share buyback and keep in treasury for later cancellation, supply of share in market will reduce, and seller also now know they can keep to capitalize higher upside, YTLP share buyback will force to increase bid day after days in order to keep buyback more share. Based on current treasury share of just 1.25%, it still far behind for its to accumulate another 3.5% to execute second round of cancellation, Therefore, to accumulate more, share buyback will increase share price further.
Dear Hng:
For retail players, easy to buy but hard to sell. Not easy to scalp at this moment, agree?
Stock with share buyback cannot analyses base on technical chart, its not accurate anymore. This is because despite YTLP trading at RSI >95 (overbought), share price will continue keep at these level as so long YTLP keep share buyback and keep as treasury. Don't expect share trading volume will distribute back to open market for profit taking as YTLP will keep these share in treasury and once accumulate enough will opt for second round of cancellation, which essentially permanently reduce share volume in the open market already.
For retail players, easy to buy but hard to sell. Not easy to scalp at this moment, agree?
Disagree!!
It vice verse, most of the day, YTLP have big volume q to buy awaiting for seller to sell their share especially at last 10 min trading. Thus, if you buy share last week, wanting to take profit, go ahead, there is big buyer from YTLP waiting to absorb your share to keep it in treasury, YTLP won't sell back to open market.
Swap more YTL to YTLP-WB at 0.515. ^^
Dear Hng:
Yesterday around 4pm I keyed in to
buy 115lots and easily matched in 2
tranche but to sell back 100 lots@ 52 sen was unsuccessful.
Unknown
You are refereeing to YTLP-WB. ok, YTL-WB is very passive and laggard to follow its mum share. It currently still trade at discount of 5sen. This is justifiable as major pull force is from YTLP share buyback, it only can buyback YTLP share but cannot buy YTLP-WB due to rules and regulation. If wanna to take profit, you may need to wait little longer as YTLP still uptrend mode, it will move 1 sen by 1 sen, slowly will move up. Its YTLP-WB although is passive mover, it will also move in tandem, may be in half of the speed compared to YTLP eg. YTLP up 1 sen, YLP-WB up 0.5sen.
Alternatively, you can opt for warrant conversion, paid RM 1.21, and sell back to reap 5sen in 2 week later. Furthermore, as YTLP still in uptrend, it highly possible you stand to gain more than 5sen as 2 week later YTL share price may trade above RM 1.80 already
KeckSeng Goooo to RM6 then 7
Yeoh in previous interview did mention that if investor see YTL company share buyback, its mean investor can expect some material corporate exercise going to take place soon.
Previous case: YTL corp share buyback : take over YTL cement via share swap + special share dividend in species 1 for 15 ; restricted offer for sale for YTLP-WB 1 for 15.
Hng
Are you still holding SYMLIFE . If so what is your target?
alwaywin111
Small quantity, will opt for entitlement for share dividend and warrant
Here comesYTLPOWR and WB ! Goooooo!
With YTLP closed at RM 1.81 today. I think YTLP share is about to make significant breakout soon, RM 1.85, RM 1.95 and above RM 2.00.
wow, if ytlp can break 2.00, then wb basically double from my purchase cost :D
Buyback total of 64% today volume, range RM 1.77-1.80, increase Treasury share by another 0.09% to cumulatively at 1.47% now
Titus
If YTLP trade above RM 2.00, it just show it recover to 2 year ago level only.
YTLP stand to recover back from slump 2 year ago due to loss in Wimax as all its division are showing much more improvement now, with high possible breakeven of its main culprit Yes Wimax pull up by contribution from completed 1Bestarinet
Dear Hng:
Thanks a lot. On your advice, I withheld sell 100 lots of wb@52sen. You really stand your ground on YTLpwr. You have my greatest respect!
Sold RCECAP @ 0.27 + 0.015sen dividend = 0.285sen ^^. My cost range from 0.27 to 0.28. ^^
Scalp on YTLP-WB, bought @ 0.515, sold back @ 0.53. ^^
Bought IGBREIT @ 1.26. ^^
This time we need to keep YTLP-WB really long enough to earn big. ^^
Hope all HUAT. ^^
Congratz hng. ^^ You are the biggest holder here i believe.
YTLPower to test 1.85 this week?Possible if EPF does not sell in open market
horse
I believe so, as now my portfolio is 100% all on YTLP-WB.
This is because i opt pick up those WB at 51.5sen by sold off remaining small holding on Symlife, RHB capital, Mayabank, CIMB, DRB
Teng
I don't YTLP able to test RM 1.85 as yet. YTLP likely will consolidate around RM 1.80 first and build more solid support. Bear in mind, YTLP strategy is buy as much share volume but at lowest possible cost.
Testing RM 1.85 should be on next week.
The discount gap between YTLP and WB is getting even widen now. However so far, not many have opt for warrant conversion. This could be due to despite YTLP-WB perform less in turn of absolute amount and is at discount now, but in turn of % gain, it still outperform its mum share. Therefore, don't it have additional benefit if opt for conversion, by paying RM 1.21, instead should have more edge if use that amount to buy more WB, after all, WB still have 5 year tenure of life
I think YTLP aggressive buyback have attract market attention now, more fund are willing to capitalize on uptrend stock. If these fund especially EPF know that if they keep selling, it just transferring more share to YTLP share buyback and never ever they can buyback later on weakness as these buyback share will keep in its treasury stock and later could opt for second round of cancellation.
These fund must now known that its one way direction, only have accumulation but not distribution back. EPF and those keen seller will need to think twice before selling more YTLP share into market.
In stock market, there is endless possibility, like expected privatization call-off; stop share buyback etc....I still will hold YTLP until its Q1 result release in Nov, as my wish to see Yes Wimax turnaround remain + strengthen in UK pound (Wesses Water)/Aussie dollar (ElectroNet)/Sing dollar (Power Seraya)/US dollar (PT Jawa), should record highest EPF in Q1 result. Expect YTLP to record 5sen EPS in Q1, and annualized 20sen, share price trading at PE 10x should offer fundamental support for YTLP to trade above RM 2.00
After TA and TAGB announced their quarterly result,they made provision for forex loss( because they obtain loan from overseas). I believe YTLP may also make provision for forex loss in coming quarter result
WB power UPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPP
Teng
YTLP 90% business is derive from oversea, it will only record gain from strengthen in UK pound (Wesses Water)/Aussie dollar (ElectroNet)/Sing dollar (Power Seraya)/US dollar (PT Jawa),
Hng
I understand your point.This was what I thought until I read TAGB quarterly result. TAGB also took forex loan to finance its overseas operation. While its revenue increase,it registered loss because it has to make provision for forex loss
Teng
TA/TAGB is property stock, it need to raise forex loan to build property in oversea and only recognized profit later.
It is vast different compared to YTLP, all its business is concessionaire based, the loan is pledge with its fixed assets and also based on respective business station and match repayment from its earning.
Hng
I asked a friend who is accountant
Actually fact weaker ringgit is good for company with overseas business.( if overseas business is profitable). But for accounting purpose,provision has to be made for forex loss ( on amount of loan taken)
That is why TAGB announce loss,its share price went up next day
Yes. Ytlp-wb keep up the good work. Catch up further.^^
Teng, you bought any?
Hng, congratz to you again.^^
LAUGHING ALL THE WAY TO THE BANK^^
Horse
No,I didnt buy YTLP-WB recently.But still keep small quantity small at 47.5
hey guys, I'm joining in yltp-wb. price 0.545. hope it's not too late!
Back to RM 1.78, YTLP again show to buy more volum at lowest cost possible.Down back 3 sen to 1.78, but WB up 1sen, narrowing gap now. Good sign, mum and son next time can more closely go
YTLP buyback is indeed flexible, keep stick to principle to buy more volume but at lowest cost possible. YTLP share will bid higher price only if seller force subside, but prepare to absorb those big seller at lower bid.
Buyback 61.3% of today total volume, range from 1.77-1.80, increase further 0.14% in treasury cumulative now at 1.61%
About 2.5m warrants exercised to be listed on 30/9/2013
That good news! This is because as more WB is converted to mum share, it will reduce WB volume. This initial 2.5m converted WB is just about 25-30% of YTLP daily buyback volume, easily to engulf. Since YTLP only can buyback mum share, if WB convert to mum and absorb my share buyback, indirectly YTLP buyback WB as well, reducing WB volume and supply/demand factor will push up WB to close gap faster
Buyback highest percentage of trading volume today, 90% of total volume, range from 1.78-1.79, increase 0.18% stake, cumulative in treasury now at 1.79%
CEO, Malaysia’s YTL: “We believe the ecosystem for TD-LTE will soon cross the tipping point”
September 12, 2013 Written by Benny Har-Even
Wing Lee, CEO of Malaysian communications provider YTL is speaking on the subject of Managed Service and Cloud Platforms on Day Two of the LTE LTE Asia conference taking place on the 18th-19th September 2013 at the Suntec, Singapore. Ahead of the show we speak to him about the state of YTL’s 4G networks and Lee’s view on TD-LTE technology.
What the current situation with regards LTE in terms of spectrum allocation and launch plans?
We have been a good steward of the spectrum allocated to us by the government and have used that to build the largest 4G footprint in Malaysia. With the addition of LTE to our 4G network, that will only serve to give us additional competitive advantage. We are actively working toward that and will be ready to make announcements when the time is right. Granted, having more spectrum allocation will only enable us to do more for the benefit of our customers.
What are your thoughts on the current state of the TD-LTE eco-system?
We like TD spectrum as it is more flexible and efficient compared to FD spectrum and we are particularly pleased that our spectrum holding positions us very well for that. We think TD-LTE is tracking to be an important global standard. With China and India both preparing toward TD-LTE launches, we believe the ecosystem for TD-LTE will soon cross the tipping point.
What will be your strategy with regard to the transition between WiMAX and LTE?
The proven maturity of Mobile WiMAX (IEEE 802.16e) has helped us gain broad recognition as the fastest mobile 4G network in Malaysia. In fact, we have been rated by Speedtest.Net as the fastest wireless network in Malaysia since the day we launched 32 months ago. Since we are pure 4G, all customers regardless of location will have the same high performance experience. With an expansive 85 per cent population coverage, we are truly bridging the digital divide in the country. The 4G network we’ve built has proven to be robust and will continue to serve our customers well. Having said that, we realise technology will continue to evolve and have made certain to be future proof by building an all-IP network. We have no plans to retire the Mobile WiMAX network as it is proven to be robust and has delivered favourable economics. At the same time, we are excited to add LTE to our network to allow for an expanded array of device and service possibilities.
The LTE Asia conference is taking place on the 18th-19th September 2013 at the Suntec, Singapore. Click here to download a brochure for the event.
Do you think the all-you-can-eat data pricing is sustainable or will pricing be based on data usage?
We don’t believe in all-you-can-eat pricing as it is economically irrational. Utility-like charging is a key principle that has been guiding our pricing strategy since launch. We correctly anticipated the arrival of a multi-device world and have created a network capable of concurrent access for both data and telephony – and essentially the world’s first share everything network. A single Yes ID – thereby a single price plan – gives our customers access to all sorts of devices and applications concurrently. This liberates our customers to use the right device(s) at the right time without the hassle of subscribing to more and more price plans. We are proud to say that we don’t just offer solid performance, we also deliver consumer surplus.
What do you believe will be the biggest selling point for consumers and business for 4G LTE?
We always believe it is not the access, but what our customers do with the access, that creates value. The world is evolving toward cloud services and always-on connectivity. And we are excited that such global trend will create more demand for our services. We are well positioned to support this new paradigm of connected living – whether it is for work, learning, or play.
Can you talk us through your SIM card free infrastructure and will this carry over to LTE?
Simply put, we are seamless as a result of being SIM-less. Our ID based network is fully in line with the web, which also operates based on user identifies. This puts us in a favourable position to ensure our network is compatible with innovations from the Web. We will surely take this key design concept forward into the LTE world using the Yes ID as the master identity.
What uptake are you seeing from telco managed cloud services for corporate customers?
Telco’s have strong experience running highly scalable and robust infrastructure. In the context of cloud computing, this expertise could be quite interesting. But we are also keenly aware that the web innovates super fast and it is important for us to position our network not to be the ultimate end point but a trusted and value-add linkage to the exciting world of Internet innovations.
What are you most looking forward to with regard to your speaking role at LTE Asia?
We are looking for to an information exchange with fellow practitioners and getting to meet potential partners in order to explore new ideas.
What major developments have there been for the broadband industry in your region over the past year?
We are starting to see early stage deployment of 4G LTE in the region. Having launched the world’s first converged 4G network over two years ago in Malaysia, we now have an expansive footprint of over 4,000 base stations – all running the same 4G technology. We are heartened to see operators in the region starting to dabble with 4G technologies but most of them still rely on 3G or 2G fall-back as their 4G network build-out is still at early stage. At YTL Communications, we pride ourselves in having the broadest ubiquitous 4G network in the region and we look forward to leading by example to show the world how to fully unleash the power of having 4G everywhere.
What opportunities do the new cloud services provide for operators?
Cloud computing is one of the most exciting internet megatrends globally. For those that understand the value of cloud computing, this is an once-in-a-lifetime opportunity for operators to finally be in sync with the innovation curve of the internet. But cloud computing is only as effective as the availability of consistent high speed; low latency connections. It therefore underscores the key attributes of 4G – mobility, high speed and low latency. Surely you can get the latter two attributes of high speed and low latency from fibre connections, but when cloud is ubiquitous, so should the connection. For all these reasons, we feel the ubiquitous mobile 4G network we have built is perfect for cloud computing.
What are the key challenges around the monetisation of data?
Analysis of usage trends and basic economics clearly indicate that all-you-can-eat data pricing is not sustainable – period. Data can’t be billed as a series of 0’s and 1’s. Policy-based charging, modelled after usage patterns and adaptive to network conditions, is an emerging need for any operator that intends to stay in business for the long run.
How important to your rollout plans is wifi offload?
We also have embraced wifi. We proudly run a 4G power hotspot service on our KLIA Airport Express rail with seamless handover at 160km/hour. And we recently launched with KTB, the largest motor coach operator in Malaysia, high-speed mobile hotspot on their buses. This enables a whole new way to enjoy bus rides across the country – be it long or short haul. We all know that operators with older 3G technologies predominantly use wifi offload to handle capacity issues. But for us, wifi is an acquisition play. The fact is, we are already taking the lead in energising the 4G ecosystem with leading-edge devices – we have one of the broadest 4G device portfolios in the world. But there is no denying that wifi is still the world’s more ubiquitous wireless radio, available on most consumer devices. It is therefore the simplest way for our potential customers to get a Yes ID to log in to our 4G powered hotspots to start to enjoy our network. We are confident they will have a fantastic experience and will opt to sign up for service and use the same Yes ID to enjoy our world-class service on the widest nationwide 4G footprint and our expanding 4G hotspot footprint.
Where does fixed wireless come into your planning and if so what technologies will you be using?
We are already using several wireless backhaul technologies to accomplish that. When it comes to fixed wireless, it is really about being competitive at the unit cost level and the speed of deployment.
With networks where there are a mix of technologies in play are HetNet technologies the answer? If so, how best can they be exploited?
HetNets are somewhat of a necessity when technology is ever evolving. For HetNets to deliver on their promise seamless handover and unit cost reduction are key considerations.
What is the most exciting development you expect to see in broadband over the next 12 months?
Building and running a 4G network can only be the start of something much more exciting. We see the twinning of 4G network and cloud technology as one of the most exiting fusion opportunities around. In fact, we have been hard at work to create a cloud-based learning platform together with some of the world’s best players in this space and have started deploying it, along with our 4G service, to all 10,000 public school in Malaysia with strong support from the Ministry of Education in Malaysia. Combine with our ubiquitous 4G network, learning will be interactive, collaborative and can be performed anytime, anywhere. This is a truly exciting opportunity and we will do our best to show the world how cloud computing and 4G technology can come together to create a new platform that will help an entire nation.
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