Posted by chia88 > 2013-07-24 14:30 | Report Abuse

High speech train by cabinet next week !!!

Posted by Airo Chasz > 2013-07-24 15:57 | Report Abuse

chia buy ytl lah..ytl only benefit not ytlpowr

Posted by pineapple > 2013-07-24 16:50 | Report Abuse

Thks for all the news

Posted by setia2u > 2013-07-25 09:46 | Report Abuse

Market talk is that it will be an announcement on this Friday with focus on privatisation on YTLP. So let see and keep an eye on it.

Posted by miketyu > 2013-07-25 11:51 | Report Abuse

what is the FV for this stock or NTA? at what price would you guys expect they to privatize?

Posted by Voon Choon Foo > 2013-07-25 14:55 | Report Abuse

ENGINE START !! sit back and be prepared !!

Posted by DrPitchard > 2013-07-25 17:47 | Report Abuse

NTA is 1.40, with a reasonable privatization TP of 1.80-2.00, given that today's closing is 1.77.

Posted by cyclist > 2013-07-25 18:10 | Report Abuse

assumed privatization @2.00 what will happen to WB?

Posted by gark > 2013-07-25 18:36 | Report Abuse

privatization @ 2.00, then WB will be 2.00-1.21=0.79

Posted by kelvintcg > 2013-07-25 19:18 | Report Abuse

I think better buy in YTL also, because if YTL power is privatised at 1.80, the biggest gainer is YTLP-WB(1.80-1.21=0.59) 4cts gain, 2nd is YTL
1.80-1.67=0.13)and the least gainer is YTL-Power(1.80-1.77=0.03). The above asumption is based on share swap of 1:1

Posted by kelvintcg > 2013-07-25 19:21 | Report Abuse

Anyway I hope that FY will act more generously to profit all the shareholders of YTL, YTL-P and its warrant. Good luck to all ^v^

Posted by DrPitchard > 2013-07-25 20:16 | Report Abuse

YTL family are never known for their generosity. I have a friend working in YTL, working there for more than 10 years, never ever received bonus, not even a single cent.

But I still do hope that they privatise it for a good price. :-)

Posted by DrPitchard > 2013-07-25 20:19 | Report Abuse

I'm surprise that the warrant doesn't seem to factor in the 'time value of money'. If that is considered, it should be at least 0.70, based on the mother share price of 1.77.

Posted by Peter5151 > 2013-07-25 21:16 | Report Abuse

Actually, I don't have high hopes of the privatization. .

Posted by sam2828 > 2013-07-26 21:28 | Report Abuse

no news bout privatisation also.. haha...

Posted by DrPitchard > 2013-07-26 21:39 | Report Abuse

LOL
It's called hot air.

Posted by majorarmstrong > 2013-07-26 21:43 | Report Abuse

taking it private.... wanna play AK style?

Posted by DrPitchard > 2013-07-29 12:03 | Report Abuse

Took profit for YTLPWR-WB @ 0.520. Will collect again when trend turns around.

Posted by hng33 > 2013-07-29 12:28 | Report Abuse

Since YTLPower didn't payout dividend anymore, holding WB is better as it won't suffer value erosion as it no entitle to dividend, and WB enjoy both leverage advantage with gearing 3.4x and time value of 5year.

Posted by miketyu > 2013-07-29 12:33 | Report Abuse

For a company which has billions of earning, huge cash pile but dont want to pay out dividend. Anything is going on?

Posted by Peter5151 > 2013-07-29 13:12 | Report Abuse

@DrPitchard, Any idea what should be the price to collect again ? Thx

Posted by DrPitchard > 2013-07-29 15:14 | Report Abuse

@Peter5151
Franky, I wouldn't know. Depends on whenever the market U-turn from this minor correction. I personally expect it to recover a little in the next few days, but will continue going down, maybe up to 0.44-0.46 range. Just my personal gut feel.

Posted by Peter5151 > 2013-07-29 15:49 | Report Abuse

Thx, by the way, I'm still holding the wb

Posted by hng33 > 2013-07-29 18:56 | Report Abuse

YTL Power resistance level at 1.85 & RM 1.95, support level at 1.70 & RM 1.60

Posted by DrPitchard > 2013-07-30 10:54 | Report Abuse

Downgraded to 'Hold' by Maybank. :-(

Posted by hng33 > 2013-07-30 11:31 | Report Abuse

YTL Power earning should improved further as its two main business:

1. UK, Water wessex, pond appreciate vs RM
2. Singapore, power Seraya, Sing dollar appreciate vs RM

Posted by hng33 > 2013-07-30 18:17 | Report Abuse

I wondering why many research house failed to highlight earning potential for YTL Power new project: 1 Bestarinet and contract to supply chomebook !?

YTLC equipped for 1BestariNet project
Kamalanathan: YTLC equipped for 1BestariNet project
Business & Markets 2013
Written by Fatin Rasyiqah Mustaza of theedgemalaysia.com
Wednesday, 24 July 2013 09:51

KUALA LUMPUR: YTL Communications Sdn Bhd (YTLC), a unit of YTL POWER INTERNATIONAL BHD [ ], is well equipped to undertake the 1BestariNet and Chromebook (laptop) supply projects, said Second Deputy Education Minister, P Kamalanathan.

“They have the ability to do the job. We have seen some of the work they have done and we are very impressed with it,” he told The Edge Financial Daily in an interview.


He said the bidding process for both projects was evaluated and monitored by the Performance Management and Delivery Unit (Pemandu), the Malaysian Administrative Modernisation and Management Planning Unit (Mampu) as well as the Securities Commission.

Kamalanathan said YTLC would not only provide its 4G Yes Internet service and virtual learning environment (VLE) and the Chromebooks, it will also erect its own transmission towers and build mobile labs as part of the contract.

He said that with a long-term project such as this, YTLC has more cost advantage and offers “a lot of value-add” for both projects as the company is able to provide various services in one bundle.

“Why would we ask two or three people to do the job when we can have only one person to do it?” he asked. Kamalanthan revealed that 19 companies had put in bids for the 1BestariNet project and only six were shortlisted. The companies shortlisted were Celcom Axiata Bhd, Maxis Bhd, Multimedia Synergy Corp Bhd, TELEKOM MALAYSIA BHD [ ] and TIME DOTCOM BHD [ ] as well as YTLC.

As for the supply of Chromebooks, Matrix One Solution Sdn Bhd, Mutiara Smart Computing Sdn Bhd, Trustwell Sdn Bhd, Bitara Induk Sdn Bhd and YTLC were the companies shortlisted for the job.

“The company chosen for the job was evaluated through its competency and capabilities in implementing the project at a very affordable rate,” said Kamalanathan.

The 1BestariNet contract, which was authorised by the Finance Ministry, is valued at RM663 million for a tenure of 2½ years. The project was implemented in January 2012. According to Kamalanathan, RM463 million has already been paid to YTLC.

As at May 31, 2013, the company had completed 1,503 transmission towers or customer premises equipment (CPE).

As for the supply of Chromebooks, each unit is priced at RM1,255 and comes with a three-year guarantee.

The project took off last month and will be implemented in phases. YTLC will be providing 116,399 units for 2,839 “mobile labs”.

These mobile labs, which are portable storage and charging trolleys equipped with WiFi, enable teachers to utilise the Chromebooks in their classrooms. Each mobile lab, costing about RM86,000, can hold 41 Chromebooks.

The Education Ministry is currently targeting 2,002 schools, mainly secondary schools, for the Chromebook project.

The 1BestariNet and Chromebook supply projects have of late come under heavy criticism from the opposition coalition.

The DAP MP for Bukit Bendera Zairil Khir Johari had, among other things, questioned the rationale for awarding “several projects worth RM9 billion” to YTLC.

Kamalanathan, however, refuted the figure, saying “I want to know where he [Zairil] got the RM9 billion figure. He did not calculate it the right way”.

Posted by hng33 > 2013-07-31 09:38 | Report Abuse

time to accumulate

Posted by miketyu > 2013-07-31 09:45 | Report Abuse

why sell a business that makes more money every year? Yes expected to breakeven this year end. Jordan coal shale power plant start operating in 2014.

Posted by hng33 > 2013-07-31 09:48 | Report Abuse

YTL Power should have good support at 1.68

Posted by DrPitchard > 2013-07-31 09:55 | Report Abuse

@hng33
I did highlight in my previous post that the contributions from the Telecommunications arm is low compared to their power generation sector. Thus, rather insignificant.

@miketyu
Telco is a tough business, and market is very saturated in Malaysia. An interesting fact, the penetration rate in Malaysia for mobile phones is 130%+ as of May 2013. This means, for every 100 people out there in the street, they cumulatively own 130 phones.
Look at all the top 3 telcos in Malaysia, facing challenging times. Digi's growth Year on Year has been flat, 0% change while Maxis is undergoing major reorganization structure as reported in newspapers due to decreasing profits in the past few years.

YTLPOWR's best bet for increased performance should come from their energy power generation sector.

Posted by hng33 > 2013-07-31 09:59 | Report Abuse

I simply don't understand, why Maybank failed to highlight recent contract award to YTL Power to supply chromebook and Mobile lab to over 2000 secondary school !?

Mobile lab cost RM 86,000 each: 2,839 unit x RM 86,000 = RM 244m
Chromebooks cost RM 1,255 each: 116,399 units x RM 1,255 = RM 146m

Posted by miketyu > 2013-07-31 10:12 | Report Abuse

In fact they just acquired SIPP Power yesterday . Whats the impact then?

Posted by MG9231 > 2013-07-31 10:28 | Report Abuse

Acquired SIPP Power? why not make annoncement or appear in newspaper?

Posted by miketyu > 2013-07-31 10:34 | Report Abuse

its in the announcement in bursa. http://klse.i3investor.com/servlets/anpth/927509.jsp

Posted by hng33 > 2013-07-31 10:46 | Report Abuse

These SIPP is company involve in developing, constructing, completing, maintaining and operating power plants. YTL Power is preparing itself to bid upcoming 2000 MWatt coal fire power plant.

Posted by hng33 > 2013-07-31 11:40 | Report Abuse

DrPitchard

Based on 3Q result: PBT for Power generation (151m: profit margin 18%); Utilities/Power Seraya (507m: profit margin 5.8%); water and sewerage (506m: profit margin 27%); Brondband/1besterinet (loss RM 193m).

The loss in broadband attributed to 17% of the total earning. According to YTL Power management, YTL broadband division is expect to breakeven by end of 2013. If materialize, YTLP without take into account potential future earning contribution from broadband, just alone breakeven already is earning enhancer by as much as 17% in EPS already.

Posted by hng33 > 2013-07-31 11:47 | Report Abuse

DrPitchard

As YTL Power majority of earning contribute by oversea concession, currency appreciation UK pound and Sing dollar against ringgit, will add more earning to YTL P bottom line.

Posted by hng33 > 2013-07-31 13:39 | Report Abuse

Weak MYR definitely good for YTLPower, every Sing dollar or UK pound profit after payoff schedule loan amount based on local currency (offset loan), the surplus will be converted to RM profit

Posted by devilnevercry > 2013-07-31 16:53 | Report Abuse

jialat already. Confirmed downturn

Posted by Peter5151 > 2013-07-31 17:11 | Report Abuse

something wrong with KLCI ? Due to Fitch downgraded Msia ?

Posted by hng33 > 2013-07-31 17:20 | Report Abuse

Wait its upcoming Q4 result to reconfirm whether 1bestarinet award to YTLP indeed help it to at least narrow loss if not reverse in its broadband division.

Posted by Peter5151 > 2013-07-31 17:33 | Report Abuse

I think, don't again the trend...

Posted by devilnevercry > 2013-07-31 18:56 | Report Abuse

Now even lower than YTL. Changes direction against YTL

Posted by hng33 > 2013-08-01 12:35 | Report Abuse

So far, we have yet to see contribution from 1Bestarinet. According to Kamalanathan, deputy minister eduction II, total RM463 million has already been paid to YTLC. Lets seen if these amount will be reflected in YTLP final quarter result.

Posted by gskow > 2013-08-01 13:44 | Report Abuse

take a look below and listen listen.

http://www.bfm.my/bg-super-grille-ytl-group-francis-yeoh.html

he said, still need few years to breakeven.... and not end of year 2013...

Posted by hng33 > 2013-08-01 14:15 | Report Abuse

The yes wimax itself may need few year to breakeven as its current 500,000user is only half way to reach critical mass at 1000,0000 active user to breakeven. As usual, Tan Seri didn't mention 1besterinet project...

Based on cumulative Q3 result, its broadband division record revenue 339m but post 193m loss. As 1besterinet tend to record in lump sum and according to Kamalanathan, deputy minister eduction II, total RM463 million has already been paid to YTLC. It will interesting to see whether this RM464m will be record in its broadband division in upcoming Q4 result. In addition, as mention in earlier post, YTLP also have awarded contract to start supply chromebook and Mobile lab to all 2000 secondary school in June, totally worth RM 390m, which should be reflected in another next quarter result.

Mobile lab cost RM 86,000 each: 2,839 unit x RM 86,000 = RM 244m
Chromebooks cost RM 1,255 each: 116,399 units x RM 1,255 = RM 146m

Posted by gskow > 2013-08-01 14:18 | Report Abuse

mobile lab and chromebooks..not build by YES...they just trading
i think one unit earn 50-200 only..
chromebooks is samsung one...ytlpwr earn nothing.

Posted by hng33 > 2013-08-01 14:21 | Report Abuse

These hardware of course is not build by YTLP, but as sole supplier, the profit margin should at least 10-20%, as it come with maintenance warranty 3 year.

Posted by hng33 > 2013-08-01 14:25 | Report Abuse

1besterinet is long term project, i think every 3 year, these hardware will need to replace with newer one. In addition, this is just the initial phase to supply to 2000 secondary school, there will be another 8000 primary school need to be cater and the amount is lucrative.