Pls sell... want to collect ytlp-wb at 0.50.... sell please....

Net asset value per share is 1.47.... try privatise below this price... ytl will lose his relatives and their loyal shareholders... again.... please sell if you don't agree with me... I find it very difficult to collect ytlp-wb at 0.50...

I might panic if YTL price is low.... because it might privatise 1:1.... as long as YTL price is higher than ytlp... I will continue to collect ytlp-wb...

Will buy at 0.50/0.505 to average down the cost. As long as ytlp still have 10b cash in pocket, it's just the timing issue...

http://www.theedgemalaysia.com/business-news/290921-power-tariff-could-jump-as-much-as-39-in-18-months.html

Need to wait n catch at 0.50...

Preparing.... :)

Sbb on ytlp is coming back soon...

I dun buy ytlp... only buy ytlpwb and ytl... hehe

;)

Ytl profit up so much also only increase 1c.... lolz.... if ytl's price too high... very hard to review the last card.... which is privatise ytlp....

Because they haven't factor the payments from putrajaya in last quarter... but yes... please sell it.... haha

YTL should reflect its fair value after privatised YTL CEMENT, it should stands at 1.90-2.20... YTLP is not end yet if you know who they partner with to get the power and high speed train projects... without new project, YTLP should turn green in next quarter due to YES receive payments from Putrajaya....

However if you don't believe in this stock... please sell... I want to collect at low price... need your help... lolz

YTL profit sui sui http://www.theedgemalaysia.com/business-news/290371-flash-ytl-corp-9m-profit-jumps-41-yoy-to-rm19b-.html

4.00 maybe

Ytl is mum.... ytlp is cash cow... that explains why lo...

The average TP is 1.97.... wonder how much ytl-wb will be when its mum hits 1.97... ;) ;)

Buy when it is quiet.... hehe

Each time it goes down, I buy. ;p

Sui sui... lolz

Huatt lai liao

Smartly sapuing?

My ytl cost is 1.53.... my ytlpwb cost is 0.575.... now just waiting to harvest....

What are you waiting for? Skyrocket soon...

Lolz

Done last week and this week at 0.55 for wb... not keen in the mom at all.. only buy ytl n ytlp-wb

2.20-2.60

Told u guys to buy when it's quiet...

Buy when it's quiet...

I meant dropped 3 cents la...

Wow.... 3c...

Yupe... govt users

The giant is waking up.... 13bil of cash.... it's time to use it now....

http://www.businessinsider.com.au/warren-buffett-quotes-2012-8

When is low ah?

Nono... buy when it is quiet... ;) ;)

Insider news, Project 4A & 4B might be awarded through close door negotiation... YTLP will get it...

Lol....so free comment here everyday? Need to find money to buy stocks...

YTL got East Coast rail project?

Close above 1.70.... Good show come near closing...

Again... Privatisation deal leak into the market... buying all the way up....

YTL can close above 1.70 today...

Just bought more ytlp-wb.... target minimum privatisation price at 1.80 for ytlp...

Take profit now? It's only the beginning!!!

Should give at least 10% premium... maybe privatise at 1.80....

Most probably privatising ytlp soon...

Buy ytlpwb now

Huatt liao... YTL....

http://www.thestar.com.my/Business/Investing/2014/04/23/CIMB-Research-starts-coverage-of-YTL-Corp/

CIMB Research starts coverage of YTL Corp

  

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KUALA LUMPUR: CIMB Equities Research has started coverage of YTL Corp with an Add rating and a target price of RM2, which is based on a 20% discount to realised  net asset value (RNAV) and offers an upside potential of 29%.

“A group-wide privatisation exercise could act as a key catalyst for the stock, while the Express Rail Link (ERL) extension to KLIA2 and new capacity at YTL Cement (YTLC) are immediate earnings drivers,” it said on Wednesday.

CIMB Research said YTL Corp used to be a proxy for exposure to YTL Power but its earnings profile is becoming evenly balanced following the privatisation of YTL Cement.

“New earnings drivers from the ERL and its significance in YTL’s bid for the High Speed Rail project to Singapore should further spur a re-rating,” it said.

The research house said YTL is believed to have gone ex-growth because of its size and reliance on YTL Power (YTLP) for its earnings. Not only did it manage to deliver an earnings CAGR of 14.7% over FY10-13, but the contribution of YTLP to its bottomline also fell from 73% to 48% during the same period.

“Most of this was due to the privatisation of YTLC but the trend in earnings rebalancing and growth is expected to continue with 30% more capacity at YTLC kicking in and the extension of the ERL to KLIA2 expected to increase ridership levels by 36%. Both these cumulative factors are the reasons why our FY15 EPSestimate is 14% above consensus,” it said.

CIMB Research forecasts an earnings CAGR of 7.7% over the next three years, largely capped by the decommissioning of YTLP’s Malaysian power plants in FY16 if its power purchase agreement (PPA) is not renewed.

“However, we are more than confident that YTL will be able to fill this vacuum with a new stream of earnings, whether it is M&A from YTLP or winning the High Speed Rail (HSR) project with the ERL,”  it said.

The research house explained the privatisation of YTLC illustrated how much value YTL can unlock with restructuring.

“If YTL repeats the same share swap exercise for its remaining listed subsidiaries – YTLP, YTL Land and YTL e-solutions – we estimate a potential FY15 EPSaccretion of 8.9%, with ROEs improving from 10.9% to 12.3% and DPS almost doubling.

“YTL’s valuations are likely to significantly re-rate if all three subsidiaries are folded into one singular entity,” it said.