Posted by Andre Kua > 2014-05-30 16:33 | Report Abuse

Who is SBB?

Posted by tkteoh80 > 2014-05-30 16:45 | Report Abuse

yyy? y ytl and ytlpower drop like that? just because of the non shariah compliant?
bullet train project or 4A power plant will be awarded to 1MDB? haha... last round of washing?

Posted by tkteoh80 > 2014-05-30 16:47 | Report Abuse

1 500,000 1.720 1.200 250,800 2
3 1,228,900 1.700 1.320 317,200 1
1 16,200 1.670 1.350 52,000 1
1 59,800 1.660 1.360 1,170,600 3
1 196,700 1.640 1.370 3,734,500 9

what is this bid and ask ???

Posted by tkteoh80 > 2014-05-30 16:52 | Report Abuse

@@@@@@@@@@@@@@@@@
606,400------1.720----1.100----35,000
1,228,900----1.700----1.200----250,800
16,200--------1.670----1.320----391,900
59,800--------1.660----1.330----2,890,600
196,700------1.640----1.350----52,000
@@@@@@@@@@@@@@@@
lu orang mau main apa?

Posted by Andre Kua > 2014-05-30 17:01 | Report Abuse

This is nothing compared to PBB.

500K transaction at 450pm... LOL

Posted by tkteoh80 > 2014-05-30 17:01 | Report Abuse

@@@@@@@@bid---------------ask
26------5,162,000------1.510------1.520------116,100------10
44------1,702,400------1.500------1.530------198,500------25
73------4,220,000------1.490------1.540------247,500------13
61------2,633,300------1.480------1.550------382,000------23
33------3,631,000------1.470------1.560------661,200------21

now like this......so many queuing to buy...

Posted by tkteoh80 > 2014-05-30 17:06 | Report Abuse

now those keep selling all sold out oledi ,no more share to sell, time to rise!

Posted by tkteoh80 > 2014-05-30 17:07 | Report Abuse

Andre Kua ... but PBB chart is up @@

Posted by Andre Kua > 2014-05-30 17:09 | Report Abuse

Really that's all these syariah funds got? Only RM70m traded.

Posted by Andre Kua > 2014-05-30 17:12 | Report Abuse

Yup... but 500k transaction. Left hand sell to right hand? LOL

Posted by smartly > 2014-05-30 17:18 | Report Abuse

no sbb :p

Posted by johotin88 > 2014-05-30 17:20 | Report Abuse

Privatised soon ........ maybe 2-5 more years haha

Posted by hng33 > 2014-05-30 18:18 | Report Abuse

YTL share partly influence by exclusion of Shariah list, whereas YTLP share partly influence by its fail to re-enter into latest shariah list. On top of that, today is end of May, fund manager portfolio readjustment also causing increase in volatility.

Posted by ket_60 > 2014-05-30 20:37 | Report Abuse

is ytlp going to privatise

Posted by hng33 > 2014-05-30 23:57 | Report Abuse

剔出伊股名单　杨忠礼卖压最沉重

（吉隆坡30日讯）隨著证券监督委员会（SC）公佈符合伊斯兰教义（SyariahCompliance）股项最新名单，部份被踢出局股项在今天蒙受沉重卖压，股价应声下跌，当中最为显著的是杨忠礼机构（YTL，4677，主板贸服股），同时连带拖累杨忠礼电力（YTLPOWR，6742，主板基建股）。

28新员

证监会昨天公布半年一次进行调整的符合伊斯兰教义股项的新名单。新名单共有28只新成员，不过有9只股已经不再符合伊斯兰教义，而被剔除。因此，新出炉的名单，符合伊斯兰教义的股项共有665只，占马股整体上市公司数额905只的73%。

证监会伊斯兰顾问委员会建议，伊斯兰基金或投资者在1个月內卖掉非伊斯兰股项，任何资本回酬或股息捐给慈善团体，只能取回投资成本。部份被踢出局的股项因而在今天面临卖压，股价走跌；不过，一些入榜的股项则受追捧。

9只跌出榜的股项中，比较重量级的包括亚航X（AAX，5238，主板贸服股）、巴迪尼控股（PADINI，7052，主板消费股）和杨忠礼机构。被踢出榜的股项中，杨忠礼机构面对最沉重卖压，股价跌幅最大。该股今天闭市报1.63令吉，全天挫跌12仙或6.86%，是全场第11大下跌股。该股全天共有近亿股股票易手，即9077万1000股，显著高於昨天的808万9700股，是全场第3大热门股。

杨忠利机构面临卖压也延烧至杨忠礼电力，后者是今天第5大热门股，全天成交量为4571万9300股，高於昨天538万零6000股；不过，该股跟隨杨忠礼机构走跌，全天跌6仙或3.82%，至1.51令吉。亚航X和巴迪尼控股，同样面对被市场拋售的局面。亚航X全天败退2仙或2.6%，至0.75令吉，是全场第15大热门股；巴迪尼控股则跌8仙或3.98%，至1.93令吉，是全场第25大下跌股。

另一方面，新入榜的28只股项当中，比较重量级和受到投资大眾瞩目的股项，包括子母牌炼奶（DLADY，3026，主板消费股）、IOI產业（IOIPG，5249，主板產业股）、马资源（MRCB，1651，主板建筑股）、百盛控股（PARKSON，5657，主板贸服股）、陈唱摩多（TCHONG，4405，主板消费股）、美景控股（MKH，6114，主板產业股）和实达集团（SPSETIA，8664，主板產业股）。

其中，陈唱摩多股价今天受激励，全天上升15仙或2.83%，並以全天最高5.40令吉收市。陈唱摩多在上升榜中位居第18。与陈唱摩多形成鲜明对比的是IOI產业和实达集团，虽然2只股均「升级」为伊斯兰股，但股价不起反跌。

伊股名单调整无大惊喜

IOI產业全天下挫9仙或3.5%，至2.48令吉；而实达集团则滑落4仙或1.35%，至2.92令吉。

丰隆研究分析员表示，虽然这只是证监会第2次採用新条例来定义伊斯兰股项，投资者也对此有更深入的了解和准备，但相信受波及公司的股价短期內將较为波动。

该分析员补充，「入榜的股项预料將引来一些购兴，被挤出榜外的股项则会面对卖压。」

与此同时，大眾投资银行分析员认为，最新的伊斯兰股项名单虽作出一些调整，但整体来说没有太大的惊喜。

他也强调，落榜的股项或许不会面对太大卖压，因当中的大部份股项没有受到市场太大关注。

而马银行投行分析员则说，伊斯兰基金料脱售那些不再符合伊斯兰教义的股项。

虽然如此，马银行投行不会调整任何一只股项的投资评级。

Posted by 1901 > 2014-05-31 00:47 | Report Abuse

or xxx bestarinet? cause today vol is way too high compared to first become non syariah last nov.

Posted by leek > 2014-05-31 09:10 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/05/31/Point-of-no-return-The-power-sector-is-poised-to-go-through-another-period-of-controversy-as-competi/

Posted by armadasaxon > 2014-05-31 11:05 | Report Abuse

another dungu..privatise

Posted by leek > 2014-05-31 15:34 | Report Abuse

Damansara Realty may join the power game

   

Email

Facebook

2

UNFANCIED property development company Damansara Realty Bhd is speculated to be a beneficiary for the job to build a gas-fired power plant in Johor called Project 4A.

This is on account that the new major shareholder of the company, that has interest in facilities management services, car park operations apart from property development, is linked to the royalty in Johor.

Damansara Realty recently saw well-connected businessman Datuk Daing A Malek Daing A Rahaman emerging as a controlling shareholder after he acquired a 51% block in the company from Johor Corp at 50 sen a share.

Daing A Malek is a member of the Council of the Royal Court of Advisers to the Sultan of Johor is said to be a close associate of the Johor royalty.

The Sultan of Johor has already registered his interest in venturing into the power generation business through SIPP Power Sdn Bhd.

YTL Power International Bhd is the major shareholder of SIPP Power.

In August last year, SIPP Power Sdn Bhd, a joint venture between the Sultan and YTL Power submitted the lowest bid to Energy Commission (EC) to build a 2,000MW coal-fired power plant. However, the contract was awarded to1Malaysia Development Bhd (1MDB) based on technical grounds.

SIPP had originally partnered Formis Resources Bhd, which has since pulled out of the tender.

For the new power plant, industry officials do not discount Damansara Realty having an interest considering that it is one of the listed companies whose shareholders are linked to the Johor royalty.

It has not been established if the Sultan and YTL will team up again to bid for the Project 4A.

For now, AmResearch says Tenaga Nasional Bhd is still a strong candidate for the project, given that it is the sole off-taker for power generation in Peninsular Malaysia. Also, for Project 4A to be fast-tracked, TNB needs to expedite the completion of the 500-kilovolt southern line, which links Lenggeng in Negri Sembilan to Yong Peng, Johor, from an earlier schedule in December 2018.

“For Project 4A, we are uncertain at this stage which party will secure it as there is likely to be strong political opposition to the EC’s policy reversal. TNB’s unions have recently expressed their concerns to the EC chairman,” AmResearch adds.

According to analysts, TNB currently appears to be a strong candidate for this project, given that it is the sole off-taker for power generation in Peninsular Malaysia

Apart from his interest in the power sector, the Sultan has also declared his interest to be involved in the corporate world.

The Sultan has also been speculated to partner 1MDB on the proposed project. However, analysts say 1MDB too has the capabilities to bid for the project on its own.

Analysts say the YTL Power site in Pasir Gudang and 1MDB’s Genting Sanyen site in Kuala Langat, Selangor are suitable locations for the Project 4A. YTL Power’s concession in Pasir Gudang and Paka are slated to end next year.

First generation IPPs that have been awarded with an extension of 10 years to their PPAs are 1MDB’s Genting Sanyen and Segari Energy Ventures Sdn Bhd (a subsidiary of Malakoff). TNB Pasir Gudang has been awarded a five-year extension to its PPA.

The demand for electricity in Johor is expected to surge especially in areas within the southern part of Johor and in Johor South-East where various economic activities are currently taking place.

Industry players say activities in Iskandar Malaysia would be the major factor to push up demand for electricity.

In addition, with Johor’s plan to transform the state into a new regional oil and gas (O&G) hub in line with the Economic Transformation Programme was another factor that would contribute to the surge in power demand in the state.

In a recent closed-door meeting, Datuk Rozimi Remeli, TNB vice-president (transmission) says TNB would spend RM8.48bil over four years to boost its electricity transmission network, as it steps up investments in new technology such as “self-healing systems” to reduce blackouts and keep up with the fast-growing demand for power in new growth areas.

The national utility company said the overall transmission network planned for Nusajaya development would cost about RM961mil.

The country’s average growth of electricity demand from 2014 to 2018 is expected to be 3.31%. In 2013, the electricity demand peak at 16,562MW and this is expected to reach 19,492MW in 2018.

No doubt the Sultan of Johor wants a piece of the action in the power sector given that Iskandar Malaysia will continue to be a high growth area for electricity demand in the region.

Posted by leek > 2014-05-31 15:34 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/05/31/Damansara-Realty-may-join-the-power-game/

Posted by leek > 2014-05-31 15:35 | Report Abuse

Tough war ytlp.... faster sell on Monday

Posted by leek > 2014-05-31 15:35 | Report Abuse

:)

Posted by johnny cash > 2014-05-31 19:42 | Report Abuse

https://www.facebook.com/photo.php?fbid=797791350232143&set=np.86433585.100002496753938&type=1&theater

YTLPOWR (6742) retest RM1.50 support level ?

login to facebook

Posted by WilliamPJ > 2014-06-01 01:54 | Report Abuse

SIPP-YTL-Tenaga JV picked for 1,000MW Johor power plant job
Published: Saturday May 31, 2014 MYT 10:48:58 PM

KUALA LUMPUR: The consortium of SIPP Energy Sdn Bhd (SIPP), YTL Power International Bhd (YTL) and Tenaga Nasional Bhd (TNB) have been picked for a power plant project in Pasir Gudang, Johor.

The Energy Commission said on Saturday the group was picked based on their ability to offer competitive rates in the recently concluded tender exercises. This was on condition the technical and commercial proposals were acceptable to the commission.

The consortium will develop a fast track combined cycle power plant (CCGT) using proven technology with a capacity of 1,000 MW to 1,400 MW in Pasir Gudang.

“The levelised tariff that may be considered competitive must be comparable to the Prai CCGT tender exercise concluded in 2012,” it said.

It said since 2010, in consultation with the Minister of Energy, Green Technology and Water, they opted for three procurement methods to secure new generation capacity to meet the increasing demand for electricity.

The three methods were direct award, restricted bidding and open bidding exercises.

The commission explained the selection of the procurement methodology hinged on the date when the plant should be operational, the time required for the development and completion of the plant, availability of a suitable site to meet the commercial operation date requirement, and the time required to adhere to environmental and regulatory requirements.

It said the recent drop in available capacity due to unexpectedly high unscheduled outages of power plants, fuel supply issues, deration of plants and transmission constraints raised concern on the security of our electricity supply system.

It cited the incident was on 7 May 2014 when Tenaga Nasional Bhd’s grid system operator had to initiate load shedding causing supply interruptions in several states in order to stabilize the grid system.

“In consideration of medium term planning scenario and current operational parameters, the Energy Commission has decided that there is a requirement to fast track the construction of a plant that was scheduled to be operational in 2020 to an earlier date in 2018 to meet the system requirements.

“The optimal way to meet this deadline is through a conditional offer whilst still stipulating the need for competitive bid for the engineering, procurement and construction (EPC) portion of the project,” it said.

The commission also said it would vet the EPC tender and the use of only proven gas turbine (GT) technology to ensure all reputable GT manufacturers could participate in the tender.

“Other aspects of the project, namely the technical and commercial proposals, will also be subjected to review and approval by the commission.

“The government will always ensure that the procurement of new generation capacity will be done in a manner that is beneficial to the nation and also at competitive prices,” it said.

Posted by leek > 2014-06-01 03:46 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/05/31/SIPP-YTL-Tenaga-JV-secures-Johor-power-plant-job/

Posted by leek > 2014-06-01 03:47 | Report Abuse

Hmmm.... only get 1/3 of the power plant.... which means still possible to get project 4B...

Posted by prahadude > 2014-06-01 06:19 | Report Abuse

YTL Power’s bid in Project 3B was at 25.12 sen per kilowatt hour (kWh). In this 4A project , EC mentioned they will use Prai power plant as reference in which the cost is 34.7 sen per kilowatt hour.

http://www.thestar.com.my/Business/Business-News/2014/05/31/Power-sector-reforms-being-chipped-away/

YTLP is actually gaining more in holding out against protesting in the previous 3B tender .

Posted by cchin > 2014-06-01 09:42 | Report Abuse

So What is the price call??? Buy Or HOLD? New TP?

Posted by leek > 2014-06-01 10:00 | Report Abuse

If it owns by SIPP and YTLP only... then YTLP new price call will be 2.60-3.00.. but now they give a piece to Tenaga... I give the price 2.20-2.50... with the potential to win project 4b....

Although it seems like a disadvantage of giving a piece of project 4a to Tenaga... but it will assure Tenaga to build the cable connecting from the South and guarantee purchase of all the future power from project 4a...

YTLP will have to continue to expand in overseas and lower Malaysia profit contribution... Though war for chinese company to stay in the major industries in Malaysia...

Posted by tkteoh80 > 2014-06-01 11:28 | Report Abuse

http://www.themalaysianinsider.com/business/article/sipp-energy-consortium-gets-conditional-award-for-johor-power-plant

Posted by tkteoh80 > 2014-06-01 11:28 | Report Abuse

Monday YTLPOWR will rise back!

Posted by smartly > 2014-06-01 14:56 | Report Abuse

this time 1MDB not in picture. LOL !!

Posted by leek > 2014-06-01 15:13 | Report Abuse

Smartly and hng33 huat liao...

Posted by smartly > 2014-06-01 15:36 | Report Abuse

if monday kick lai liao, then huat, if no kick then boh huat.
but judging the latest news, for sure kick will come... :p

Posted by Seek > 2014-06-01 15:51 | Report Abuse

The power supply contract of their pp plant in 2015 will be renewed? With blackouts happening now, the chances of renewal is so much better. What do you all think?

Posted by leek > 2014-06-01 15:54 | Report Abuse

Huatt ah!

Posted by leek > 2014-06-01 15:59 | Report Abuse

http://www.nst.com.my/business/todayspaper/erlsb-tracking-new-profit-path-1.608685

Posted by leek > 2014-06-01 16:00 | Report Abuse

KUALA LUMPUR: Rail operator Express Rail Link Sdn Bhd (ERLSB) is developing a new growth path to boost its revenue and profit.

    Chief executive officer Noormah Mohd Noor said  ERLSB is planning to build a train station at Mid Valley Megamall, here.

    She said the company is working on a proposal for submission to the Transport Ministry and Public Transport Commission (SPAD).

    "A lot of people have been asking us what we are going to do next in order to grow. There should be a stop at the Mid Valley Megamall to cater to passengers. But the decision depends on the ministry, SPAD and the other stakeholders.

   "We also are working towards increasing our ridership by 40 per cent this year, helped by the new Kuala Lumpur International Airport 2 (klia2) in Sepang," she told Business Times recently.

     ERLSB, majority controlled by YTL Corp Bhd, won a 30-year concession in August 1997  to finance, build, maintain and control the  express rail link (ERL) operations between KL Sentral in Brickfields and Kuala Lumpur International Airport (KLIA) in Sepang.
     ERLSB  has also built a 2.2km line extension to klia2 at a cost of RM100 million.

    The ERL line, which is served by 12 four-car train sets, carries around 19,000 passengers daily.  The trains stop at two terminals (KL Sentral and KLIA) via KLIA Ekspres, and three intermediary stations (Bandar Tasik Selatan, Salak Tinggi and Putrajaya) via KLIA Transit.

     Noormah expects total passenger volume to  rise by two million  to 8.4 million passengers this year and 10 million next year.

     "We are looking at buying four new train sets to cater to higher passenger volume. We may acquire them from either Europe, Japan or China," she said.

    Noormah said the deal will be finalised within the next two to three months and delivery of the trains will take 23 months. 



Read more: ERLSB tracking new profit path - Today's Paper - New Straits Times http://www.nst.com.my/business/todayspaper/erlsb-tracking-new-profit-path-1.608685#ixzz33N8rMgva

Posted by rlch > 2014-06-01 16:48 | Report Abuse

leek, ERL belong to YTL not YTL Power. You post in wrong thread.

Posted by rlch > 2014-06-01 16:53 | Report Abuse

Seek, I also think the same way because the new power plant project will only ready in 2018 and recent blackout incidents.

Posted by leek > 2014-06-01 16:58 | Report Abuse

Sorry "teacher"... I buy both ytl n ytlp-wb... but I only post on ytlp thread... :p

Posted by leek > 2014-06-01 16:59 | Report Abuse

You should also question... ytl not halal, why affect ytlp? Use commonsense la young people....

Posted by leek > 2014-06-01 17:11 | Report Abuse

Someone from Phillip Capital told me ytl might sell erl to ytlp to keep ytlp listed in Malaysia.. up to you to decide whether it is relevant or not lo... ;) ;)

Posted by leek > 2014-06-01 17:13 | Report Abuse

Happy trading tomorrow! :) :)

Posted by hng33 > 2014-06-01 20:28 | Report Abuse

I think the consortium stake likely share in ratio TNB 20: SIPP 30: YTLP 50. TNB is last minute partner to join in consortium.

I think the ratio should be SIPP 40: YTLP 60 initially, but force to change due to inclusion TNB after protest from TNB Union protest and to reaffirm commitment TNB to complete its loading extension line connecting to 4b.

As the site of 4b is near to YTLP exiting Pasir Gudang IPP, expire next year, YTLP very likely grant extension life from 2015 to at least until 2018 in order to be replace by 4b.

Posted by ysh_kobe > 2014-06-01 21:19 | Report Abuse

bear in mind that SIPP is JV between Sultan of Johor and YTLP, where YTLP is the major shareholder.

Posted by cgtan2020 > 2014-06-01 21:29 | Report Abuse

Any reason for last Friday huge volume?

Posted by Clayton > 2014-06-01 21:48 |

Post removed.Why?

Posted by armadasaxon > 2014-06-02 09:22 | Report Abuse

tnb 100% sure get 1...they want to phase off the 1st gen

Posted by leek > 2014-06-02 09:30 | Report Abuse

Sell lo