YTL Power International Berhad is an investment holding company, which provides administrative and technical support services. The Company operates in five segments: power generation (Contracted), multi utilities business (Merchant), Water and sewerage, mobile broadband network, and Investment holding and other businesses. Its subsidiaries are engaged in provision of wired line and wireless broadband access; developing and marketing voice over Internet protocol (VoIP) telephony and other advanced network media appliances for the service provider and enterprise telephony market; developing, constructing, completing, maintaining and operating power plants; own and operate energy facilities and services; oil trading and oil tank leasing; providing public entertainment, events and public relations services, and waste water services. On February 16, 2011, it acquired Extiva Communications Sdn Bhd. On October 27, 2011, the Company incorporated YTL Communications (S) Pte Ltd.
hng33DiGi's RM900mil plan to boost coverage, but non-committal on P1 buy
.....Murty said the investment will be to increase its high-speed packet access and 3G coverage to 86% of the population, grow its long term evolution footprint to 1,500 sites, and expand its fibre network.....
Plan capex RM900m......but most of the DIGI network still on 3g...grow coverage 3g to 86% !? and grow 1500 4g sites only.
YTLP Yes 4g network.....more than 4500 site...coverage more than 80%...and all its 4g Wimax is ready to migrate to 4g LTE
smartlyytlp still young in telco, waiting for it to mature first.
Fat Cat Tim Buddyi think ytl-cement shareholder will prefer to hold ytl-cement shares than a enlarge ytl-corps shares, look at how lafmsia and tasek shares prices perform and their dividend payout.
it will be a better deal for ytl-cement shareholders if the company is stand out as a separate entity.
hng33, what do u think?
hng33Agreed, but its postmortem scenario, YTL cement share trade is sideway at most at that time. Cement earning mainly rely on boom in property sector + construction, which is relatively slow, only pick up significant from 2012 onwards. Therefore, YTL foreseen its cement earning will be kicker and take advantage of market unknown and launched take over and caught market surprise by given reason that YTL cement share is illiquid and offer share swap at minimum premium to justify their swap ratio (RM 1.41 x 3.19 = RM 4.50) as well as highlight enlarge YTL benefit and diversification business.
Well, as take over is earning accretive to YTL, share price trade above its reference price of RM 1.41 to about RM 1.48 (actual offer price RM 4.72)and after the offer seal, YTL share price continue to surge until it trade above RM 2.00 (actual offer received RM 6.38), in which YTL cement share holder pocket more than 40% gain if opt to received share swap in less than 3 month.
If investor still wan to keep direct exposure to cement sector, can then use capital gain from YTL cement t YTL to buy lafmsia and tasek, which at that time still at low PE and low share price level.
Fat Cat Tim Buddyya, thats will be the perfect move and perfect timing... but sadly nobody is perfect kikiki...
so i still think all the ytlp shareholder will be benefit more to hold ytlp stocks than a enlarge ytl-corps stocks, because ytl-corps is big conglomerate, it earning derived from many sources, so the earning is less predictable , hopefully when yes4g start pouring money in the company, ytlp can resume paying their high% dividend... then all the shareholder will be very happy.
hng33If wan to know more about potential of Yes 4g prospect, anyone whom have children or relative, friend being primary/secondary student parent can share information in regard to progress 1 BestariNet and its Forg VLE teaching in their respective school. These exclusive ready pool of 1BestariNet user is great potential customer for Yes 4g to capitalize on and introduce them to more advance/higher speed/bigger data for retail package to increase further subscriber base
smartlyonly 1.5m shares done today. why so low vol. if one so eager to selloff?
hng33It could very last residue balance volume that need to selloff lor.... however, it could only can further reaffirm after the ex-share dividend next week
smartlyseem the best price of all is at 1.69. waited for 1.68 for sometime ed. :(