Posted by smartly > 2014-02-07 09:33 | Report Abuse

ytl bo lat. :(

Posted by cgtan2020 > 2014-02-07 09:47 | Report Abuse

Leek,
What is your TP for the YTLP?

Posted by leek > 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.

Posted by leek > 2014-02-07 10:21 | Report Abuse

Smartly... buy when it is quiet... sell when people start goreng...

Posted by smartly > 2014-02-07 10:28 | Report Abuse

then plenty at 655, faster go grab.

Posted by hng33 > 2014-02-07 10:36 | Report Abuse

leek

wb was above 1.50 while the ytlp at 2.60....True, that was at 2010 and early 2011, in which YTLP perceived as high dividend yield stock, payout 75% of its net profit as dividend....EPS at that time 18sen, dividend payout quarterly 13sen, yield 5%....

Until it acquire YTL communication from YTLE and venture into Yes broadband, then gradually cut dividend...incur loss... conserve cash for Yes capex....1BestariNet capex....dividend further cu to nil.... 3 year consecutive loss in broadband tallying slump in stock price til now...sbb begin to support since last year.....expect turnaround of Yes broadband these year onwards......expect share price to gradually recover

Posted by cgtan2020 > 2014-02-07 10:36 | Report Abuse

Leek,

thanks, Long way to go. CIMB TP is about 2.5, the most positive. the rest say around 1.80 to 2.0

Posted by smartly > 2014-02-07 10:42 | Report Abuse

if so, better stay out 3b project else more capex require and incur loss is imminent till 2018, share price will plummet to RM1. better use existing cash for sbb.

Posted by hng33 > 2014-02-07 10:43 | Report Abuse

Figure 1: CIMB SOP-based target price

Details Method Stake (%) Value (RM'm)
1. YTL Power Generation - Malaysia DCF value @ 9.0% 100.0 1,291
2. Jawa Power Plant - Indonesia DCF value @ 10.9% 20.0 1,161
3. Electranet - Australia 1.3x P/BV 33.5 439
4. Wessex Water - United Kingdom EV/RAB of 1.5x 100.0 18,237
5. Power Seraya - Singapore EV/MW of 1.3x 100.0 12,004

Less: net debt Gross debt less cash (14,260)
Total SOP value 18,872
Basic no of shares (m) 7,278
Basic SOP value per share (RM) 2.59
Cash from warrants and ESOS 1,679

Fully diluted SOP value 20,550
Fully diluted no of shares (m) 8,066
Fully diluted SOP value per share (RM) 2.55

Even CIMB above figure doesn't not take into account Yes broadband and 15 year contract for 1BestariNet

Posted by Fat Cat Tim Buddy > 2014-02-07 10:46 | Report Abuse

hng33, whats going happen to the 2 power plant when it expired?

Posted by hng33 > 2014-02-07 10:58 | Report Abuse

Most likely its power plant in Paka and Pasir Gudang even after expire may sell back to 1MDB, which later could secure extension concession or sell outright to TNB as its backup power plant. The selling price will depend on Gov, TNB and YTLP negotiation. These power plant unlikely to undergo dismantle as setting up new such power plant, will cost at least RM 5 billion. Even, the power plant have more than 20year old, but as long as its broiler still functional, it can be reserve as back up power plant in future.

Alternatively, YTLP will wan to proceed to power generation even without concession agreement, act as freelance....Its plant can supply power at very low price to TNB as it cost merely from freed stock gas only + afford profit margin 5% only. Unlikely current IPP and TNB own power plant, their cost is much higher as it need to input its power construction cost in + freed stock gas + expected profit margin 10%

Posted by Fat Cat Tim Buddy > 2014-02-07 11:06 | Report Abuse

thx for the.. answer and explanation..

Posted by hng33 > 2014-02-07 11:25 | Report Abuse

sbb in action now, 1.87

Posted by smartly > 2014-02-07 11:25 | Report Abuse

sbb lai liao

Posted by smartly > 2014-02-07 11:26 | Report Abuse

but most likely will mia till closing.

Posted by hng33 > 2014-02-07 11:29 | Report Abuse

Lets see whether today volume hit more than 2.5m or not.

Posted by smartly > 2014-02-07 11:31 | Report Abuse

they can not go too fast else sbb will not last till q result.

Posted by hng33 > 2014-02-07 11:35 | Report Abuse

Wonder why EPF still in rush to keep selling YTLP share.

Posted by hng33 > 2014-02-07 12:21 | Report Abuse

弃用WiMAX 进军LTE 传YES购Asiaspace 4G频谱

2014-02-07 10:47

（吉隆坡6日讯）消息透露，杨忠礼电力（YTLPOWR，6742，主板基建股）旗下的YES 4G，或收购Asiaspace私人有限公司的4G频谱，以筹备推介4G LTE网络服务，放弃现用的WiMAX科技。

根据消息来源，YES 4G目前不只对本身拥有的2.6吉赫（GHz）中20兆赫（MHz）及服务中的WiMAX频谱进行测试，更惊讶的是，还对Asiaspace在2.3吉赫中30兆赫频谱进行测试。

多媒体委员会（MCMC）在2010年，共分配4G频谱予9家电讯业者，包括Asiaspace，但该公司的WiMAX服务无法成行，目前处于闲置状态。

随着YES 4G针对Asiaspace拥有的频谱展开测试活动，消息人士相信，这意味着YES 4G有可能会收购Asiaspace的频谱。

对此，丰隆投行研究分析员认为，YES 4G弃用WiMAX科技属预料之内，因广泛相信这科技将渐被淘汰，而LTE科技对于电讯业者而言，是目前唯一符合科技提升逻辑的技术。

分析员指出，若YES 4G游说成功，获得Asiaspace的频谱，就可以顺利地将旗下现有WiMAX用户转移到LTE网络，同时提高服务素质。

转移完成后，YES 4G可全数使用2.3吉赫中60兆赫频谱，提供LTE网络服务，理论上下载速度高达220Mbps。

适用LTE产品

分析员说，有了这种功能，YES 4G不只存提供数据网络服务，还可以通过先进的数据网络，提供高清语音和简讯服务。

而且，随着中国最近承诺发展的TD-LTE科技包含2.3吉赫频谱，加上有iPhone 5S支援，短期内，合适LTE科技的电子产品款式将非常充足。

分析员续说，YES 4G若成功进军LTE市场，无疑将提高在流动电话市场的竞争力，还可将频宽批发给固定电话业者。


Remark: YTL Yes' CEO: "We will be adding LTE... For us, adding LTE is as simple as adding a channel card on exiting Wimax Transmission tower".

Posted by cgtan2020 > 2014-02-07 12:29 | Report Abuse

IPhone 5S and 5C support TD2300 and TD2600, unless MCMC re-allocate 2.3吉赫 channel to YES

Posted by leek > 2014-02-07 13:51 | Report Abuse

Ytl can close above 1.60 today....

Posted by smartly > 2014-02-07 14:28 | Report Abuse

ytl 1.60 is possible. :)

Posted by smartly > 2014-02-07 15:19 | Report Abuse

2nd sbb but it will go mia again.

Posted by hng33 > 2014-02-07 15:23 | Report Abuse

PETALING JAYA - YTL Communications Sdn Bhd's, the telecommunications arm of YTL Corp Bhd, could be abandoning its WiMax service which it has adopted since November 2010 to roll out its long-term evolution (LTE) technology.

Hong Leong Investment Bank's analyst Tan J Young believes that Yes, the brand name of YTL Communications in Malaysia, has stared trial runs and is preparing to roll its Time Division Duplexing-Long-Term Evolution (TDD-LTE) soon.

"LTE trials are currently conducted not only on the 20MHz of 2.6GHz spectrum which was awarded by MCMC in 2012, but also on its 30MHz of 2.3GHz spectrum which is presently occupied by its commercial WiMAX business," he said in an note to investors today.

"Surprisingly, trials are also being carried out on Asiaspace Broadband Sdn Bhd's 30MHz allocation on the 2.3GHz band," he added.

This, he said, could indirectly mean that Yes could be eyeing to take over Asiaspace's spectrum which is currently idle as the latter's WiMAX business did not materialise.

Asiaspace was awarded the 2.3GHz spectrum in December 2012 and was one of the four operators along with P1, YTL's Yes4G and REDtone that received the WiMAX licence from the government in 2007.

A check on Asiaspace's website revealed that the company is planning to go ahead with its collaboration with YTL on infrastructure and spectrum sharing under an agreement now that it has a 2.3GHz spectrum.

"With the collaboration, there will be avoided duplicity of infrastructure and maximize the use of bandwidth for the wireless broadband services nationwide by both companies to provide quality and uninterrupted services," it siad.

Young said Yes' exit from WiMAX was an anticipated move as the technology is widely believed to be phasing out and LTE is the only logical technology progression for telcos.

"If Yes lobbies successfully for Asiaspace's spectrum, it will allow Yes to migrate its existing WiMAX subscribers to LTE seamlessly while providing better quality of service," he said.

"Upon complete migration, Yes could use the whole 60MHz of 2.3GHz to offer TDD-LTE with theoretical download speed of up to 220Mbps (assumed based on latest carrier aggregation technology with 2 component carriers coupled with downlinkuplink time division ratio of 3 to 1)," he noted.

With this capability, Tan said, Yes can be a competent challenger to the incumbents with the niche of offering rich and high definition voice and text services over a pure advance data network supported by IMS, without the worry of legacy voice network.

"We believe that compatible devices will be abundant in the near future on the back of China's commitment following recent TD-LTE licence awards which also consist of 2.3GHz spectrum. Notably, this (LTE band 40) is supported by iPhone 5S (model A1530)," he pointed out.

"If Yes does invade the LTE market as such, this will undoubtedly elevate the competition in the cellular space one notch higher, while benefiting the fixed players through data bandwidth wholesale for backhaul transmission. Overall, this coincides with our sector outlook whereby we prefer fixed," he said. - The Sundaily

Full article: http://www.malaysia-chronicle.com/index.php?option=com_k2&view=item&id=223761:ytl-may-dump-wimax-for-lte&Itemid=3#ixzz2scQ7uH4V
Follow us: @MsiaChronicle on Twitter

Posted by leek > 2014-02-07 15:24 | Report Abuse

Sbb so far done at least 1.5mil ytlp today... 1mil to go before 5pm... easy job

Posted by leek > 2014-02-07 15:41 | Report Abuse

Epf is selling ytlp... and sbb is buying.... Privatisation plan is 60% activated...

Posted by leek > 2014-02-07 15:42 | Report Abuse

Brewing...

Posted by smartly > 2014-02-07 15:50 | Report Abuse

ytl lai liao.

Posted by smartly > 2014-02-07 15:51 | Report Abuse

ytl - kick lai liao.

ytlp - holland liao.

Posted by leek > 2014-02-07 15:51 | Report Abuse

Yes.... Privatisation also lai liao...

Posted by smartly > 2014-02-07 15:52 | Report Abuse

ytl & ytlp always on the opposite.

Posted by leek > 2014-02-07 15:52 | Report Abuse

I keep all my ytlpwb.... but started buying ytl since it dropped to 1.52....

Posted by leek > 2014-02-07 15:53 | Report Abuse

Avg cost ytl at 1.54 now.... and wytlpwb at 0.675....

Posted by smartly > 2014-02-07 15:57 | Report Abuse

hope for below,

ytl - good q result, and higher div
ytlp - good q result, div in spicie or cancellation of treasury shares

Posted by smartly > 2014-02-07 15:59 | Report Abuse

ytl rank 7 richest in m'sia.

Posted by smartly > 2014-02-07 16:00 | Report Abuse

but share price rank 30th in FBMKLCI. lol

Posted by smartly > 2014-02-07 16:23 | Report Abuse

sbb around 1.7m so far.

Posted by leek > 2014-02-07 16:24 | Report Abuse

Francis Yeoh too humble and righteous... if he allows YTL Group of companies goreng like GLCs through right issues or bonus issues.... YTL can be the 3rd richest in Malaysia.... he just doesn't like to manipulate his wealth...

Posted by leek > 2014-02-07 16:30 | Report Abuse

close 1.87

Posted by smartly > 2014-02-07 16:39 | Report Abuse

1.85 also possible. :(

Posted by leek > 2014-02-07 16:55 | Report Abuse

omg.... who park so many shares at 1.85?

Posted by hng33 > 2014-02-07 16:55 | Report Abuse

Seller too keen to selloff fast, but sbb self impose maximum limit to 2.5m/day. Result, selling pressure exert on share price to downwards.

Posted by hng33 > 2014-02-07 16:58 | Report Abuse

EPF lor.....

Posted by smartly > 2014-02-07 17:05 | Report Abuse

epf sell low buy high.

Posted by Fat Cat Tim Buddy > 2014-02-07 17:06 | Report Abuse

kikiki... what a lousy stock ... lol

Posted by smartly > 2014-02-07 17:41 | Report Abuse

sbb 2.7m 9.47%

Posted by smartly > 2014-02-07 17:43 | Report Abuse

13 days more to reach 10%.

Posted by leek > 2014-02-07 18:12 | Report Abuse

Fat cat lousy stock faster sell

Posted by hng33 > 2014-02-07 22:42 | Report Abuse

學生可攜帶平板電腦 學校採電子課本教學

吉隆坡7日訊）第二教育部長拿督斯里依德利斯祖索指出，教育部今年開始，將在全國學校分階段實施運用電子課本教學，學生可攜帶iPad等平板電腦上課，以取代傳統課本。

雖然如此，教育部仍禁止學生攜帶手機到校；同時，也保留傳統的印刷課本。

他指出，為提供國際及高質量教育，並讓學生隨時隨地翻閱課本溫習，教育部已經電子化313本學校課本。

Posted by leek > 2014-02-08 11:40 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/02/08/Power-politics-Intense-lobbying-has-stalled-decisionmaking-for-the-2000MW-coalfired-power-plant-und/