3 weeks ago | Report Abuse
Malaysia and Singapore will be expected to face dry and high temperature weather for the next few months. The consumption of power expected to go higher. In the USEP report, the peak consumption has went up to 7300 Mwh and USEP($/Mwh) also went up high, profit margin will be good for next few quarters too.
1 month ago | Report Abuse
Today may has good news about this Suria, dividend, annual report and hopefully good announcement.
Call Warrant C50 is over today and may move up soonest.
EPF sell some more 19000 lots, he will be ceased to be substantial shareholder. May be already out after this few days high volume traded.
Yesterday and today were in profit taking stage after rally for 2 days. Yesterday, last hour buy up was strong, ending one cent higher. We are not able to know the private placement price to DP World, but definately higher than present price. The future earning for Suria is difinately promising and it will be 42 years, if we assumed average of 20 cents profit per annum with PE of 8.5, at least Suria price is Rm1.70
D328, i also foreseen EPF sold stiffly YTLP share on friday afternoon to collect shares for those profit taking and contra trading. Monday was in consolidation and today, may be still in consolidation before going up again.
For contra players, make sure don't play with EPF's counters, sure lose money.
EPF still dumping today from the pattern selling.
For DP World to has certain stake of Suria share holding( or private placement ), management will most likely to issue certain % of Suria's share to them at higher price. We are now might be at the corner for the share restructuring process.
I am more prefer to Suria after announcement of extension for another 30 years of concession. 12+30 years is for DP World to come in to collaborate in operation and will take up certain % of share in the company. Otherwise, why need to announce 12 years away, not like Bintulu port only announced months to expire. Share price not moving up may not reflect in short term extra earning, it must be long term earning to come as Suria. Further more, Suria may be go into shareholder restructuring with DP world.
Containers handling charges per TEU in Malaysia:
1. PORT KLANG RM 470.00
2. PENANG PORT RM 485.00
3. TANJUNG PELEPAS RM506.00
4. PASIR GUDANG RM477.00
5. SABAH PORT RM350.00
Sabah ports still the cheaper handling charges in Malaysia. Should consider 15% increase in tarrif after 35 years stay flat.
2023-03-01 12:27 | Report Abuse
MelaccaSecurity has foreseen the profit margin will increase along the years to come. I think coming 2 years, will see the share price moving up and by 2025, Suria will be booming with DP World come into operation. The operation at KK will shift to Spangar Bay and the existing port land at KK( 29 acres) will be allocated for development.
2023-03-01 12:14 | Report Abuse
SincereStock, i think big funds are behind to collect the shares. They will not want gap up as will increase their cost. They are long term investors and will hold for many years. They are business partner and will bring good business to the company.
2023-03-01 10:10 | Report Abuse
Based on year profit amount of Rm59.5 millions, 2022 dividend will be 6 cents. Less early Jan, 2023 dividend of 1.5 cents, we expected next month announcement of dividend pay out of 4.5 cents and to be paid by July, 23
2023-02-27 09:07 | Report Abuse
Today, no impact from Call Warrant, up and down depend on fundamental
2023-02-23 21:00 | Report Abuse
Hng33, will not sell the share, keep for long term or price go upto more than Rm1.5, collect dividend enough for this year personal expenses.
2023-02-23 20:55 | Report Abuse
hng33, last year 4.5 cents, this year will be more than 5 cents or more
2023-02-23 20:38 | Report Abuse
Tomorrow is last day of 5 days average price to calculate ex price for Call warrant 21. Don't know Cimb will still dumping the shares.
2023-02-23 14:06 | Report Abuse
hng33, good news. Already settled off arbitration. Power plants now in operation. Thanks for the informations.
2023-02-22 10:21 | Report Abuse
2023-02-21 09:16 | Report Abuse
Today 2nd day into ex-final price of the 2 call warrants. Hope to see Cimb's dumping to Rm0.7
2023-02-19 09:54 | Report Abuse
Cimb's call warrant C21, excise price Rm0.7, last day trading 24/2, next friday. Next monday to friday average closing price is the ex final price for calculation of ex price. So next week, YTLPower price will not move up and most likely will come down depend on buyers strengths. Tentatively 2Q23 financial result will be announced next week too. Expected to be good from Singapore.
2023-02-17 09:52 | Report Abuse
Anticipated some funds are coming to buy the share.
2023-02-16 11:57 | Report Abuse
2Q23 financial result is expected to be released on 24th, Feb,2023. Anticipated good result from Singapore's Pulau Seraya
2023-02-16 11:52 | Report Abuse
Suria should raise its dividend policy from 35% to 50% to attract more investors as cash required for future expansion is limitted.
2023-02-16 11:44 | Report Abuse
2nos Ytl call warrant stocks line up to expire before 24th,Feb, 2023. No way the price will go up. May be stagnant at this level.
2023-02-15 16:18 | Report Abuse
3nos Ytlpower call warrant stocks line up to expire before 24th,Feb, 2023. No way the price will go up.
2023-02-04 10:48 | Report Abuse
D328, the purchase of power plant from Hyflux already in operation? Thanks
2023-01-20 14:43 | Report Abuse
Business collaboration will bring benefit to the company. In order to reap the benefit is to buy the company share or be the shareholder. At the moment, Suria shares are no much in the market and buying certain % will push up the share price.
2023-01-17 10:19 | Report Abuse
EPF doing show only. Buy then sell at losing money. Whom made the money?
2023-01-04 09:24 | Report Abuse
D328, thanks for the informations.
2023-01-02 09:42 | Report Abuse
I am happy to hear from you that good chance to see YTL Power's share price to double in the near future.
2023-01-02 09:40 | Report Abuse
D328, Thanks for your valuable information. TNB supplied electricity to all Data Center companies at Johor(competitors) at lower price after Malaysia government subsidiced of Rm27 billions last year. Data Center consumed huge amount of electricity. What is your view?
2023-01-01 09:55 | Report Abuse
Already allocated 250MW for Data Center, balance only 250MW.
2022-12-31 14:34 | Report Abuse
Dear Mr Tan KW
My pick for 2023 stocks:
2022-12-22 17:59 | Report Abuse
This counter is doing monopoly business and it will not lose money. The only i worried is that after 12 years when the concession expired, if Sabah government don't want to extend the concession, the company will worth nothing. Now with further extension of 30 years, the company will has 42 years to operate. The port operation alone already can maintain Rm50 millions profit in expectation Sabah economy will growth few % per annum and the revenue/profit will increase accordingly. With the company go into property development and cruise business, expected the future growth for the company is bright, i will keep the share for the dividend unless the company is privatised by the prospector Syed Mokhtar's group whom will listed his port business in KLSE soon.
2022-12-22 13:31 | Report Abuse
After fulfill of Rm1.3 Billion commited investment, the excess balance will hopefully to be distributed to shareholders and dividend payout hope to see increase to more than 70%. Good to shareholders including Sabah Government, the major shareholder.
2022-12-22 13:21 | Report Abuse
The Port business will make about Rm50 Millions per annum and with the properties development come in, the profit will be increased tremendously in the future. I will keep this shares for dividend now and share price will increase significately in the future provided the company will not be privatised.
2022-12-22 13:14 | Report Abuse
The existing port facilities at KK town will be dislocated to Spangar Bay and the 29 acres of land will be reverted to SPSB for development. The premium of the land had been paid 50% to Land Survey of Sabah(Rm24 millions) and the existing jetty will be converted to Cruise Terminal. The value of the land behind the terminal will be worth at least Rm50 Millions per acre. The development of the land will only come true after 2025
2022-12-22 13:01 | Report Abuse
For the the first 30 years, SPSB committed to invest Rm1.3 billion over the 30 years( average of Rm43 millions per annum) and now, short of Rm211 millions over the next 12 years to fulfill the requirement. Extension of another 30 years, will require to pay concession and licence fee of Rm3.15 millions. Based on annual profit of Rm50 millions, and there will be a lot of room to increase paying out dividend in the future.(Now 35% of annual profit)
2022-12-10 10:51 | Report Abuse
12 years is a bit short for takeover deal. 42 years will be acceptable for privatisation.
2022-12-10 10:06 | Report Abuse
3.5.11 The concession period for the business of the Port Undertakings shall be a period of thirty (30) years commencing on the Takeover Date ending on the expiry of the term of the concession (“Concession Period”). SPSB shall notify the State and SPA if it intends to extend the concession for a further term of thirty (30) years and if there shall then be no subsisting breach of SPSB’s obligations, the concession may be extended upon terms to be mutually agreed at that time. An annual concession fee of RM3.1 million and annual licence fee of RM50,000 are payable in advance within the first month of each concession year.
2022-12-01 12:53 | Report Abuse
Syed Moktar going to list its Port business soon. Hope he will talk with Suria's management for privatisation or co-operation of business.
2022-11-30 19:50 | Report Abuse
Good result for the quarter, but dividend yet to announce. Hope to get 2.5 cents dividend too.
2022-11-29 12:29 | Report Abuse
3Q22 quarterly result will be due for release. It will come with dividend announcement. Hope to see a good result with good dividend.
2022-11-16 17:09 | Report Abuse
May be will be reflected in coming quarterly result or 1Q23.
Hope also power plant newly acquired in Singapore will contribute profit to the company.
2022-10-14 16:36 | Report Abuse
2022-10-14 16:33 | Report Abuse
2022-10-10 18:37 | Report Abuse
Thanks D328. Look like another regulated asset. Will not lose money.
Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD
1 week ago | Report Abuse
D328, thanks. Agreed with your informations.