leek

leek | Joined since 2013-10-19

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Stock

2014-02-07 10:16 | Report Abuse

Cgtan2020
if francis yeoh allow ytlp to be goreng... 2.80 to 3.50...
Otherwise 2.20 to 2.60.... for fair value...
Their assets are pretty healthy... just that they have been able to secure new utility project in Malaysia.

Yes hng33.
wb was above 1.50 while the ytlp at 2.60.

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2014-02-07 01:51 | Report Abuse

YTL should worth about 2.50 to 3.00 if compare to the ftse30 stocks.... it cannot go up because francis yeoh doesn't like the share price being goreng.... share price control.... but occasionally he allows goreng... so just wait...

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2014-02-07 01:48 | Report Abuse

Cgtan2020
it depends your TP of ytlp.... if your ytlp tp is 2.21.... the son will worth 1.00 eventually... I always invest based on percentage growth in share price...
But be realistic about your own personal target... it can go up and it can also go down...

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2014-02-06 16:52 | Report Abuse

If you think ytlp is cheap.... ytl is much cheaper in term or share price.... ytlp is attractive because of its son wb...

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2014-02-06 16:27 | Report Abuse

Every 10 ytl share get 1 ytlp.... huatt lai liao

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2014-02-06 15:38 | Report Abuse

Best strategy for blue chip like ytl.... with lots of cash in hand... just avg your cost... if you can get funding.... in due time, it can give you 50% to150% return....

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2014-02-06 15:36 | Report Abuse

Bought at 1.52.... avg cost 1.54 now...

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2014-02-06 12:42 | Report Abuse

Good price to buy... not bullish?

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2014-02-06 11:30 | Report Abuse

Good... start selling

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2014-02-06 10:03 | Report Abuse

Please sell the shares.... finding it difficult to catch the share again...

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2014-02-05 13:16 | Report Abuse

I like to buy when it is quiet and boring.... I don't like to goreng with others...

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2014-02-05 09:56 | Report Abuse

Bought more it's good to lower the cost down to 0.67...

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2014-02-05 09:55 | Report Abuse

Sbb will push toward 1.90....

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2014-01-31 04:43 | Report Abuse

1MDB so many power plants around the world? Huatt lo

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2014-01-31 04:41 | Report Abuse

Uncertain prospects for power plant tender cast shadow over 1MDB listing

Posted on 30 January 2014 - 08:42pm
Last updated on 30 January 2014 - 08:47pm

KUALA LUMPUR (Jan 30, 2014): A power plant tender that sovereign wealth fund 1 Malaysia Development Bhd (1MDB) is keen to win before a US$2 billion IPO of its power assets has been delayed after bids came in too close to call, government sources said.

1MDB, chaired by Prime Minister Najib Razak, has begun the process of choosing underwriters for what is likely to be one of Southeast Asia's largest IPOs of the year.

It is expected to bundle 15 power plants it bought over a two-year shopping spree in a bid to a capitalise on growing
electricity demand in Malaysia, the Middle East and South Asia, financial sources say.

But bankers and analysts also say the IPO would be more attractive to investors if the fund clinches the rights to build
a 2,000 megawatt coal-fired plant worth some US$3.6 billion, as some of the plants it owns are near the end of their concessions and new contracts will have to be negotiated.

"1MDB needs to win this tender to increase future cash flows as some of these power plants (it currently owns) are close to expiry," said Affin Investment Bank analyst Chong Lee Len."There needs to be a story of growth for the 1MDB IPO," she said.

But prospects for IMDB and its partner Mitsui & Co Ltd to win the government tender for the plant, known as Track 3B, are unclear.

Rival YTL Power International, controlled by the wealthy and politically connected Yeoh family, offered a tariff of 25.2 Malaysian sen per kilowatt hour (kWh) for the plant, undercutting 1MDB's 25.3 kWH bid by the smallest of margins, government officials said. They declined to identified as they were not authorised to speak to the media.

"It is too close," said one of the officials. "1MDB as the dark horse is putting up a strong fight," he said.

Malaysia's energy regulator is more than a week past its self-imposed Jan. 20 deadline for announcing the winner.
1MDB and YTL could not be reached for comment.

Winning the tender would also help the fund shake off much negative publicity.

It has racked up a total of $12 billion in debt, and the fund drew controversy after $6.5 billion worth of debt offerings managed by Goldman Sachs were launched in 2012 and 2013 with few public details, kicking in massive fees for the investment bank, according to IFR, a Thomson Reuters publication.

The greenfield power plant is expected to come online in 2018 and run for 25 years.

By comparison, a Reuters examination of 1MDB's energy assets showed three out of its five power plants in Malaysia are about two years from the end of their more than 20-year power purchasing agreements with state utility firm Tenaga Nasional.

One power plant in Bangladesh will see its 15-year concession expire this year while two other power plants in the South Asian country are more than halfway through their power purchasing agreements due to end around 2023.

In Egypt, all three of 1MDB's power plants are also more than halfway through their more than 20-year concessions. In
Pakistan, 1MDB's sole power plant finishes its concession in 2029. There is no available data for its power plants in Sri
Lanka and the United Arab Emirates.

"1MDB was overeager," said a senior banker who has submitted a pitch for the 1MDB IPO. He declined to be identified as he is not authorised to speak to the media. "It snapped up power plants, many of which were 9-10 years old at the time and there was no guarantee that the concessions would be extended whether in Malaysia or overseas. So now, they are desperate to win this tender." – Reuters

- See more at: http://m.thesundaily.my/node/239494#sthash.1rSACzIr.dpuf

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2014-01-30 11:31 | Report Abuse

Okie la.... wish u all huatt huatt happy new year... I also got to go out party already.... lolz

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2014-01-30 11:29 | Report Abuse

Well, if you have $$$ you may do it too.... somemore he's the ruler...

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2014-01-30 11:23 | Report Abuse

Cool down bros... so heng also no use.... they can give Project 3b to anyone... as I said, Johor Sultn, will ask ah jib to build his own high speed rail via the sea or sky except Johor land to connect with Singapore... Johor Sultn sacrificed a lot when they do the land swap with singapore

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2014-01-30 11:12 | Report Abuse

Never compare ourselves with others... I like a chinese saying... ren bi ren, bi si ren...

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2014-01-30 11:09 | Report Abuse

Smartly.... be positive, horse year good for YTL and YTLP... huatt lai liao

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2014-01-30 11:03 | Report Abuse

Jho Low is in for the Tun Razak Exchange and the sg besi old airport developments... plenty of oil cash from Gulf... he is supporting ah jib gor... maybe another anak angkat of rosma.... lolz

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2014-01-30 11:01 | Report Abuse

No worries... Jho Low can pay for the bills... hehe

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2014-01-30 10:54 | Report Abuse

So many queue at 1.86.... u sure not sbb ah?

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2014-01-30 10:28 | Report Abuse

Sbb eating 1.88 bit by bit?

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2014-01-30 10:27 | Report Abuse

If loss project 3b also good.... then JB and Iskandar needs to buy power from YTLP in sg... better profit due to the currency.... hohoho

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2014-01-30 10:20 | Report Abuse

But kind of like the speculating news in the market, which led to Johor Sultn's attention... we'll see if Johor Sultn boleh or Malaysia boleh. Haha

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2014-01-30 10:18 | Report Abuse

Should know the winner today. No need to guess... haha

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2014-01-30 10:17 | Report Abuse

Smartly bought 30,000? Haha

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2014-01-30 10:16 | Report Abuse

Klang valley doesn't need as much power as Iskandar... YTLP and Johor Sultan also proposed to build a smaller power plant in Seremban for the supply of south KV and nilai area...

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2014-01-30 09:24 | Report Abuse

Chinese new year mega sale. Huatt ah

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2014-01-29 12:28 | Report Abuse

Last minute buy up... huatt ah!

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2014-01-29 12:22 | Report Abuse

Sui sui... huatt lai liao

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2014-01-29 12:10 | Report Abuse

After lunch suspend trading... lolz

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2014-01-29 11:06 | Report Abuse

In this case, u guys sell and I buy lo... haha

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2014-01-29 10:11 | Report Abuse

If you read the report correctly, they are wrestling neck to neck because of this reason... haha... endless possibilities...

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2014-01-29 10:08 | Report Abuse

As I said, Johor Sultn can change everything... or threaten the development in iskandar... hehe... good fight...

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2014-01-29 07:42 | Report Abuse

Can buy today.... hohoho

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2014-01-28 15:37 | Report Abuse

Project 3b winner should be announced on Thursday

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2014-01-28 15:27 | Report Abuse

Ytlp can close 1.88 or above?

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2014-01-28 15:18 | Report Abuse

If can get 1.50 is bonus la.... can get around 1.53 I am happy already... last deal 1.54...

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2014-01-28 15:15 | Report Abuse

Smartly.... should be different market.... YES is for mass affluent and rich customers

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2014-01-28 15:13 | Report Abuse

Yupe... hope they don't buy p1...