Posted by smartly > 2014-04-10 16:35 | Report Abuse

close 1.70 ?

Posted by smartly > 2014-04-10 16:46 | Report Abuse

sbb is back ?

Posted by smartly > 2014-04-10 16:54 | Report Abuse

beautiful. :)

Posted by leek > 2014-04-10 16:55 | Report Abuse

I made 1c profit on wb.... hohoho

Posted by hng33 > 2014-04-10 16:59 | Report Abuse

Good closed up 1.70 and 61.5sen :D)

Posted by Fat Cat Tim Buddy > 2014-04-10 18:45 | Report Abuse

wait so long only untung abit really feel like vomit blood...

Posted by leek > 2014-04-11 07:28 | Report Abuse

1c profit can give me a return trip to Australia. Why not? Again, average down the cost of shares is best strategy for strong cash solid stock like YTL groups... buy n sell n buy back doesn't really work for YTL group of shares...

Posted by hng33 > 2014-04-11 09:54 | Report Abuse

Manage to absorb mild selling pressure, continue uptrend

Posted by hng33 > 2014-04-11 11:52 | Report Abuse

WB set to follow mum weakness now, sold wb first at 61-61.5sen, buyback later on weakness

Posted by Peter5151 > 2014-04-11 17:11 | Report Abuse

Average down only if got no chance to sale. Once there is profit, just sale. Right hng33?

Posted by hng33 > 2014-04-11 17:33 | Report Abuse

EPF swap trading !!?? buy YTL, sell YTLP

Posted by Peter5151 > 2014-04-11 18:26 | Report Abuse

There are a lot FM manage EPF fund, its normal for one fund to sale n the other fund to buy even for the same stock. All under EPF name.

Posted by Peter5151 > 2014-04-11 18:30 | Report Abuse

Hng33, beware of 'bias confirmation'. I.e. only accept the news/article in line with holding position. And simply ignore the 'negetive' news/article not in sync with the holding position.

Posted by leek > 2014-04-12 06:23 | Report Abuse

http://www.nst.com.my/business/todayspaper/uk-ruling-may-hit-ytl-power-s-earnings-1.562544

Posted by leek > 2014-04-12 06:24 | Report Abuse

KUALA LUMPUR: YTL Power International Bhd’s future earnings are poised to come under pressure following a recent ruling in the United Kingdom on its water services industry, said a local rating agency.

RAM Ratings pointed out that the Water Services Regulation Authority recently published a guidance that set the rate of return that companies can earn on their water assets at 3.85 per cent over the next five-year regulatory period.

Additionally, extra pressure is envisaged to come from retail competition in the sector in 2017.

“However, these plans are now under development and will only be finalised in January 2015,” the agency said in a statement yesterday when reaffirming YTL Power Generation Sdn Bhd’s (YTLPG) RM1.3 billion medium term notes programme 2003/2014.

YTLPG, a unit of YTL Power, is an independent power producer and the indirect owner of Wessex Water Services Ltd, a water and sewerage company in the UK, following the company’s acquisition of YTL Utilities Ltd from YTL Power.

Meanwhile, RAM said its rating reflected YTLPG’s strong business profile as its power business is protected from demand risk by its power purchase agreement with Tenaga Nasional Bhd.

The company’s monopolistic water and sewerage business in the UK, which operates through a perpetual concession under a stable and transparent regulatory regime, is also another factor that led to the rating reaffirmation.

“Both businesses boast commendable operating track records,” it noted.

RAM also said YTLPG, being a wholly-owned subsidiary of YTL Power, is the latter’s key revenue and profit generator, contributing to about 22 and 63 per cent of the group’s revenue and profit,

respectively, in the last financial year ended June 30 2013.

“On this account, the credit profiles of the company and YTL Power are viewed as closely linked.

Any deterioration in YTLPG’s credit profile would have a negative impact on that of the latter’s (and vice-versa),” RAM added.



Read more: UK ruling may hit YTL Power’s earnings - Today's Paper - New Straits Times http://www.nst.com.my/business/todayspaper/uk-ruling-may-hit-ytl-power-s-earnings-1.562544#ixzz2ycRmjMmU

Posted by hng33 > 2014-04-12 10:21 | Report Abuse

Noted, the rate of return that companies can earn on their water assets at 3.85 per cent over the next five-year regulatory period !!?? that is very severe adverse impact on YTLP wessex water earning. Wessex water currently is the biggest earning contributor, and its pretax profit margin now command as much as 28.2% and contribute about 60% of YTLP total earning, it will be significant downward earning margin if the UK regulator set limit as low as 3.85%. However, these plans are now under development and will only be finalized in January 2015,

As portfolio have sold wb at 61 sen (cost 66.5sen)yesterday (thought to realize paper loss first and wanna to buyback on weakness and yet to buyback, it will be good opportunity to buyback if share on weakness back again.

Posted by leek > 2014-04-12 13:18 | Report Abuse

Might be another speculation news to attack ytlp.... uk no news at all.... fishy malaysia govt....

Posted by CaoCao > 2014-04-13 12:19 | Report Abuse

current rate for wessex if i'm not mistaken is 5.1% so if the 3.85% is to be implement in 4/2015 then it's a reduction of around 20%. But the final decision is in 1/2015 so no need to worry lah & this news is not new lah ..... they already know the 3.85% issue in jan or fed 2014. The share price might already account this already & if it not then might not be now lah(except panic selling from the small fish)... but pay attention in any indication from uk gov or in 1/2015 loh... just my opinion.

Posted by hng33 > 2014-04-14 09:33 | Report Abuse

Seem YTLP share react negatively over U.K revise to set the rate of return on their water assets at 3.85 per cent over the next five-year regulatory period. It will severely impact Wesses water, wholly own subsidiary and biggest earning contributor of YTLP. Need to wait for clearer information before opt to buyback

Posted by smartly > 2014-04-14 10:15 | Report Abuse

:(

Posted by smartly > 2014-04-14 10:25 | Report Abuse

making less profit now...

Posted by chuwfan > 2014-04-14 10:42 | Report Abuse

it's so fragile... 1 unconfirm news then go down...

Posted by hng33 > 2014-04-14 10:51 | Report Abuse

If confirm, it will be material change in YTLP fundamental and concession earning. RAM rating announcement was publish in its website, Business Time and The edge

http://www.ram.com.my/

Posted by leek > 2014-04-14 11:05 | Report Abuse

Sweet... it will force YTLP to privatise or use the cash to expand its business...

Posted by leek > 2014-04-14 12:53 | Report Abuse

Small volume... retail investors panic only...

Posted by hng33 > 2014-04-14 14:03 | Report Abuse

It remain uncertain whether the selling is due to profit taking or in response to UK rule to limit Wessex water ROA to 3.85%. Time is needed to observe YTLP next movement before opt to buyback

Posted by smartly > 2014-04-14 15:25 | Report Abuse

i will take my small profit on ytlp soon and forget about this counter...

Posted by smartly > 2014-04-14 15:26 | Report Abuse

stay out temporary.

Posted by hng33 > 2014-04-14 16:10 | Report Abuse

smartly

Yup, better realize your profit first, wait for clearer movement later

Posted by kenlfo > 2014-04-14 17:11 | Report Abuse

Why recently EPF disposed their share? Is it normal?

Posted by Peter5151 > 2014-04-15 08:45 | Report Abuse

Average down ?

Posted by Peter5151 > 2014-04-15 09:04 | Report Abuse

Let forget this counter and move on.

Posted by hng33 > 2014-04-15 09:43 | Report Abuse

Buyback time

Posted by kcpung > 2014-04-15 10:19 | Report Abuse

ya agree back back when market panic

Posted by leek > 2014-04-15 14:46 | Report Abuse

WB so hot meh?

Posted by hng33 > 2014-04-16 08:45 | Report Abuse

Yesterday, bought back YTLP at 1.61

Posted by hng33 > 2014-04-16 16:17 | Report Abuse

Bought back YTLP-WB at 55-55.5sen

Posted by Peter5151 > 2014-04-16 16:43 | Report Abuse

good time to buy wb

Posted by chongbh2 > 2014-04-17 11:45 | Report Abuse

hihi , anyone here got symlife-wb stock

Posted by Fat Cat Tim Buddy > 2014-04-17 12:26 | Report Abuse

dont obsess with ytl already la hng3...

Posted by Peter5151 > 2014-04-17 12:52 | Report Abuse

Agreed. hng33, why you are buying so soon ?

by hng33 > Apr 14, 2014 02:03 PM | Report Abuse

It remain uncertain whether the selling is due to profit taking or in response to UK rule to limit Wessex water ROA to 3.85%. Time is needed to observe YTLP next movement before opt to buyback

is it only a matter of day, it's become clear ?

Posted by hng33 > 2014-04-17 13:13 | Report Abuse

I'm now adopting shorter investment horizon now instead of longer term. I expecting YTLP earning to achieve peak level these year (breakeven and recognize maiden earning from Yes broadband + 1BestariNet) before face downward pressure next year (Wessex water and expire IPP)

Posted by Peter5151 > 2014-04-17 13:54 | Report Abuse

It's nothing wrong, if you sold @61c and then buyback @55 - 55.5.

To me, it just doesn't make sense, in a matter of day, giving all kind of reasons just to justified the action taken.

Remember I've always say. 'Bias Confirmation'.

Posted by hng33 > 2014-04-17 14:08 | Report Abuse

If you check back my posting correctly, I decided to sold and cut loss on wb at 61sen (cost 66.5sen, thought to buyback later on weakness) was day before the news in regard to UK limit ROA for water aesst were publish in Theedge and BST. I also sold YTL at 1.69 (share + Share dividend, realize profit) more more earlier than wb.

After the news is out, pointed by RAM rating and the potential impact on YTLP earning next year, then i decided to wait little longer, and await for further share weakness before buyback them.

Overall, YTLP have negative and positive news

Positive (2014)
1. Breakeven and recognize maiden earning from Yes broadband + 1BestariNet
2. Bid upcoming track 4A, gas fire power plant
3. Potential KL-Singapore high speed train under build, operate and transfer model
4. Appreciation currency SGD and Pond against RM

Negative (2015)
1. Expire and non-renewal local IPP on Sept 2015
2. limit ROA for water assets in UK, margin pressure on Wessex water, the actual rate only will confirm before 1 Jab 2015

Posted by kcpung > 2014-04-17 14:11 | Report Abuse

caah rich co either take private or acquire new asset eventually will value at stock price

Posted by leek > 2014-04-17 17:53 | Report Abuse

Bumi FMs are selling... fast fast sell... the cloud is clear soon.... 2.00 is back...

Posted by smartly > 2014-04-18 10:04 | Report Abuse

clear path all the way to 1.64.

Posted by leek > 2014-04-18 10:33 | Report Abuse

Buying YTL and YTLP-WB.....

Posted by calvinwky168 > 2014-04-18 11:46 | Report Abuse

there's another positive most are forgeting here.
ERL extension to KLIA2.
Whether will contribute significantly or otherwise to bottomline of YTLPo, remains to be seen.
How many will travel to KLIA2 by ERL?
Keys are competitive pricing of the ticket and marketing efforts.

Posted by leek > 2014-04-18 12:11 | Report Abuse

Always buy when volume is low....