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2014-03-12 19:20 | Report Abuse
OTB, your comment please
2014-03-10 09:25 | Report Abuse
buying MAS doesn't seem to be consistent with buying YTLP
2014-03-05 17:35 | Report Abuse
Correct, the lifespan is 4.5 years. And normally the warrant should trade 10-20% again the mother price. But I think, we all knows that, based on the past history, the ytlp-wb seldom or never trade as premium > 5% again the mother price.
2014-03-05 17:22 | Report Abuse
another word, ytlp-wb is expensive compare with ytlp now.
2014-03-05 17:20 | Report Abuse
my view is, ytlp is better if compare with ytlp-wb in view with the 1:20 dividend. The ytlp-wb already factor in the dividend. 1.14 + 55 = 169.
Theothecally,if ytlp close at 1.70 on monday, on the XD the YTLP is 1.70 X 0.95 ~ 1.62. hence the ytlp-wb will have 7c (1.69-1.62) premium (1.14 + 55 = 1.69)
2014-03-04 15:21 | Report Abuse
It's not because we own it, then it's always be up. Beware of bias confirmation
2014-03-04 15:18 | Report Abuse
Leek, actually I like very much the ytlp-wb. I see the trend coming down..
2014-03-04 15:06 | Report Abuse
Theoretically, if the close price on next Monday is 1.70. The xd on Tuesdaysld be 1.70 x 0.95 = 1.615. ~ 0.085
2014-03-04 14:57 | Report Abuse
I mean last chance to sell before xd
2014-03-04 14:56 | Report Abuse
Not sure. If the sbb didn't continue after xd. This could be the last chance to sell.
2014-03-04 09:28 | Report Abuse
smartly, May i know when is the XD for the share dividend ? Thanks
2014-02-28 18:57 | Report Abuse
Hng33, I thought share dividend xd on 15 March already taken into consideration? The 6 month as entitlement as you mentioned sld count from this date onward? 15 March?
2014-02-27 10:25 | Report Abuse
Malaysia boleh! This is how the EPF helping the government doing national sservice. Help to re - distribute the nation wealth
2014-02-27 08:49 | Report Abuse
Then you should change your S$ more for the RM now to averarge down.
Unfortunately, overtime, your S$ will get you more RM. I guess.
2014-02-26 17:24 | Report Abuse
leek, I don't hold any ytlp, but i think, it's more on the question, how much fund you still left with? 1.68 still high ?
It's not really high @1.68, it's question of purchasing power..
2014-02-26 15:41 | Report Abuse
I hope ytlp win 3B, but I think it's 1MDB
2014-02-26 15:14 | Report Abuse
I still like ytlp-wb most
2014-02-26 14:41 | Report Abuse
another gap waiting to close 0.57 - 0.585, let see
2014-02-26 14:41 | Report Abuse
0.655 & 0.670 gap close
2014-02-26 13:06 | Report Abuse
I sold also on Monday pjdev-wc
2014-02-24 15:56 | Report Abuse
Bonus share n distribution of share, definitely not the the same.
2014-02-21 08:50 | Report Abuse
thekennkenn, in short term, it will attrach buyer, in longer term those FM depanding on the dividend will start selling the extra share in order to payout the dividend on it own fund.
2014-02-21 08:48 | Report Abuse
hng33, you are right there is difference, but it's very small.
let said, FY hold 60%
If Share Cancellation of 5%, the FY holding will increase as below
60% / 0.95 = 63.15%
If Share disctribution of 5%, the FY holding of 60% will increase another 3%
60% + 3% = 63%
There is only 0.15% difference.
2014-02-20 21:24 | Report Abuse
In % term, whether share distribution or cancellation, it remains the same for FY. But share distribution will create selling pressure on ytlp, indirectly help sbb buy more @ lower price. And FY gain more in way if compare with cancellation
2014-02-20 19:44 | Report Abuse
Correct. Due to the huge volume share issue 7b, factor for 20:1 is always close to 0.95. Thermal be a bit different Iin 0.001 ..taking into consider the treasure share
2014-02-20 19:30 | Report Abuse
Hng33
yes I'm sure.
The previous is 40:1 or 2.5%
0.975X 1.25 = 1.218 ~ 1.21
The current is 20:1 or 5%
0.95 X 1.21 = 1.1495 ~ 1.15
2014-02-20 19:21 | Report Abuse
0.95 × 1.21 = 1.1495 ~ 1.15
2014-02-20 19:19 | Report Abuse
Hng33, the adjustment is 6c NOT 8c
2014-02-20 19:04 | Report Abuse
The wb ex price will change to 1.15
2014-02-20 19:01 | Report Abuse
By doing so, the FY holding remain same as if the has been cancelled
2014-02-20 19:00 | Report Abuse
I've always said the share distribution is possible. Just that the ratio I've expected is 10:1
2014-02-20 10:25 | Report Abuse
PJDEV-wc move again, PJDEV still undervalue. May take a look ..
2014-02-19 17:01 | Report Abuse
PJDEV going to release 2Q result next week, it should be look good with the RM406m property sold. May be can take a look on its son, PJDEV-wc
2014-02-19 15:37 | Report Abuse
Looking at the performance of OSK & it's son today, due to the strong Q4 results. The PJD may perform well when the Q2 results release next week..
2014-02-18 12:56 | Report Abuse
OTB...still can buy @ this price 0.695 ?
2014-02-13 14:05 | Report Abuse
Does the 6 months also apply if ytlp opt for 10:1 bonus share distribution? I.e. share distribution only after 28 feb?
2014-02-13 13:55 | Report Abuse
So, after Q2 results, if need to cancel share, likely after 28 feb
2014-02-13 13:42 | Report Abuse
hng33, when was the last time YTLP cancelled it buyback share? Thanks
2014-02-13 08:42 | Report Abuse
What is the chance of 10:1 share bonus in Q2 results?
2014-02-12 19:08 | Report Abuse
Any relationship between the financial result n the share buyback? Why it need to drag the buyback till the financial result is out?
2014-02-12 19:06 | Report Abuse
Hng33, if reach 10% and the share cancelled, when ytlp start buyback again?
2014-02-11 14:25 | Report Abuse
There is called, create something out of nothing. Or from the sky, just borrow as much as much the bank allowed, and buy whatever can generate cash, so long as can cover the interest. it's ok.
For whatever reason, the debt can't be serve, ours boleh gov will step in ... dont worry
2014-02-11 11:32 | Report Abuse
Ytlp are in dilemma, due to the idealistic of for 3rd generation of the yeoh family, it invested heavily in Telecommunications ..and it can't pull out now, since so much has been invested. The
continuely of losing money will lead it to noway...
2014-02-10 10:36 | Report Abuse
I'm not that optimist for the future profit for the broadband of ytlp. We are talking about Outernet now, the USA is testing the new technology for free wifi for the world...how to make profit, not even a leader in today market. .
Stock: [PJDEV-WC]: PJ DEVELOPMENT-WARRANTS 10/20
2014-03-13 08:34 | Report Abuse
Thank you