Peter5151

Peter5151 | Joined since 2013-07-17

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Stock

2014-03-12 19:20 | Report Abuse

OTB, your comment please

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2014-03-10 09:25 | Report Abuse

buying MAS doesn't seem to be consistent with buying YTLP

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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.

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2014-03-05 17:22 | Report Abuse

another word, ytlp-wb is expensive compare with ytlp now.

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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)

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2014-03-04 15:21 | Report Abuse

It's not because we own it, then it's always be up. Beware of bias confirmation

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2014-03-04 15:18 | Report Abuse

Leek, actually I like very much the ytlp-wb. I see the trend coming down..

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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

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2014-03-04 14:57 | Report Abuse

I mean last chance to sell before xd

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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.

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2014-03-04 09:28 | Report Abuse

smartly, May i know when is the XD for the share dividend ? Thanks

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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?

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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

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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.

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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..

Stock

2014-02-26 15:41 | Report Abuse

I hope ytlp win 3B, but I think it's 1MDB

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2014-02-26 15:14 | Report Abuse

I still like ytlp-wb most

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2014-02-26 14:41 | Report Abuse

another gap waiting to close 0.57 - 0.585, let see

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2014-02-26 14:41 | Report Abuse

0.655 & 0.670 gap close

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2014-02-26 13:06 | Report Abuse

I sold also on Monday pjdev-wc

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2014-02-24 15:56 | Report Abuse

Bonus share n distribution of share, definitely not the the same.

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2014-02-24 15:40 | Report Abuse

Agreed with smartly

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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.

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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.

Stock

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

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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

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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

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2014-02-20 19:21 | Report Abuse

0.95 × 1.21 = 1.1495 ~ 1.15

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2014-02-20 19:19 | Report Abuse

Hng33, the adjustment is 6c NOT 8c

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2014-02-20 19:04 | Report Abuse

The wb ex price will change to 1.15

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2014-02-20 19:01 | Report Abuse

By doing so, the FY holding remain same as if the has been cancelled

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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

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2014-02-20 10:25 | Report Abuse

PJDEV-wc move again, PJDEV still undervalue. May take a look ..

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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

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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..

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2014-02-18 12:56 | Report Abuse

OTB...still can buy @ this price 0.695 ?

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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?

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2014-02-13 13:55 | Report Abuse

So, after Q2 results, if need to cancel share, likely after 28 feb

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2014-02-13 13:42 | Report Abuse

hng33, when was the last time YTLP cancelled it buyback share? Thanks

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2014-02-13 08:42 | Report Abuse

What is the chance of 10:1 share bonus in Q2 results?

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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?

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2014-02-12 19:06 | Report Abuse

Hng33, if reach 10% and the share cancelled, when ytlp start buyback again?

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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

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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...

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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. .