YTL POWER INTERNATIONAL BHD

KLSE (MYR): YTLPOWR (6742)

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Last Price

3.52

Today's Change

0.00 (0.00%)

Day's Change

3.47 - 3.62

Trading Volume

17,168,300


46 people like this.

32,504 comment(s). Last comment by StarOfTheBull 2 hours ago

Victor Yong

8,271 posts

Posted by Victor Yong > 2020-01-14 17:10 | Report Abuse

03-Sep-2019 03-Sep-2019 Buyback 1,000 0.745 0.745 View Detail
03-Sep-2019 03-Sep-2019 Buyback 1,000 0.745 0.745 View Detail
05-Mar-2019 05-Mar-2019 Buyback 1,000 0.865 0.865 View Detail
05-Mar-2019 05-Mar-2019 Buyback 1,000 0.865 0.865 View Detail
30-Aug-2018 30-Aug-2018 Buyback 1,752,000 1.130 1.170 View Detail
30-Aug-2018 30-Aug-2018 Buyback 1,752,000 1.130 1.170 View Detail
17-Aug-2018 17-Aug-2018 Buyback 6,500,000 1.220 1.230 View Detail
16-Aug-2018 16-Aug-2018 Buyback 6,548,000 1.190 1.200 View Detail
15-Aug-2018 15-Aug-2018 Buyback 5,000,000 1.200 1.210 View Detail
14-Aug-2018 14-Aug-2018 Buyback 8,600,000 1.190 1.200 View Detail
13-Aug-2018 17-Aug-2018 Buyback 28,608,700 1.180 1.230 View Detail
13-Aug-2018 13-Aug-2018 Buyback 1,960,700 1.180 1.190 View Detail
10-Aug-2018 10-Aug-2018 Buyback 2,000,000 1.200 1.200 View Detail
08-Aug-2018 10-Aug-2018 Buyback 10,085,300 1.200 1.230 View Detail
08-Aug-2018 08-Aug-2018 Buyback 8,085,300 1.210 1.230 View Detail
03-Aug-2018 03-Aug-2018 Buyback 9,291,000 1.220 1.240 View Detail
02-Aug-2018 02-Aug-2018 Buyback 8,252,600 1.190 1.220 View Detail
01-Aug-2018 01-Aug-2018 Buyback 8,427,000 1.180 1.210 View Detail
31-Jul-2018 31-Jul-2018 Buyback 5,000,000 1.220 1.240 View Detail
30-Jul-2018 03-Aug-2018 Buyback 33,970,600 1.180 1.240 View Detail
30-Jul-2018 30-Jul-2018 Buyback 3,000,000 1.220 1.220 View Detail
27-Jul-2018 27-Jul-2018 Buyback 4,000,000 1.230 1.230 View Detail
26-Jul-2018 26-Jul-2018 Buyback 3,000,000 1.220 1.220 View Detail
24-Jul-2018 24-Jul-2018 Buyback 9,006,000 1.230 1.270 View Detail
23-Jul-2018 27-Jul-2018 Buyback 20,417,000 1.210 1.270 View Detail

Victor Yong

8,271 posts

Posted by Victor Yong > 2020-01-14 17:11 | Report Abuse

AMANAHRAYA TRUSTEES BERHAD-AMANAH SAHAM BUMIPUTERA 10-Jan-2020 Disposed 188,300 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 09-Jan-2020 Acquired 500,000 0.000 View Detail
AMANAHRAYA TRUSTEES BERHAD-AMANAH SAHAM BUMIPUTERA 09-Jan-2020 Disposed 3,638,400 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 07-Jan-2020 Acquired 500,000 0.000 View Detail
AMANAHRAYA TRUSTEES BERHAD-AMANAH SAHAM BUMIPUTERA 07-Jan-2020 Acquired 7,915,500 0.000 View Detail
AMANAHRAYA TRUSTEES BERHAD-AMANAH SAHAM BUMIPUTERA 07-Jan-2020 Disposed 1,251,600 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 06-Jan-2020 Acquired 1,000,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 06-Jan-2020 Disposed 421,663 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 03-Jan-2020 Acquired 1,000,000 0.000 View Detail
AMANAHRAYA TRUSTEES BERHAD-AMANAH SAHAM BUMIPUTERA 03-Jan-2020 Disposed 2,591,438 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 28-Nov-2019 Disposed 305,000 0.000 View Detail
AMANAHRAYA TRUSTEES BERHAD-AMANAH SAHAM BUMIPUTERA 20-Nov-2019 Notice of Interest 387,321,623 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 07-Nov-2019 Acquired 2,709,298 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 24-Oct-2019 Acquired 739,979 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 18-Oct-2019 Acquired 3,016,175 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 14-Oct-2019 Disposed 4,316,175 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 11-Oct-2019 Disposed 1,409,298 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 09-Oct-2019 Disposed 500,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 08-Oct-2019 Acquired 9,800,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 07-Oct-2019 Disposed 197,668 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 01-Oct-2019 Notice of Interest 1,853,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 19-Sep-2019 Notice of Person Ceasing 6,575,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 18-Sep-2019 Disposed 1,500,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 17-Sep-2019 Disposed 560,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 10-Sep-2019 Disposed 2,000,000 0.000 View Detail

Victor Yong

8,271 posts

Posted by Victor Yong > 2020-01-14 17:11 | Report Abuse

Price Target
Date Open Price Target Price Upside/Downside Price Call Source
26/12/2019 0.735 0.95 +0.215 (29.25%) BUY AffinHwang

Posted by meiling0809 > 2020-01-15 12:28 | Report Abuse

why u everyday drop !!!!!!!!!!!
can u up ?????????
mxxxxr fxxxxr !!!!!!!!

hng33

20,450 posts

Posted by hng33 > 2020-01-15 15:51 | Report Abuse

While jaks power plant have reach completion 82%, YTLp power plant have reach 87%

https://www.facebook.com/RoyaNews/videos/824182871352347/UzpfSTM3NTg5MDEzOTU0MDkxNzo3OTg0MDk2MjM5NTU2MzE/

hng33

20,450 posts

Posted by hng33 > 2020-01-15 15:58 | Report Abuse

YTLP power plant at jordan is using shale oil fire and the power plant itself have own shale oil for mining. Therefore, the power utilize own mining shale as feed stock to generate electricity. Thus, YTLP jordan plant command much higher internal rate of 15% + 5% mining profit margin.

Posted by speedlikecy > 2020-01-15 16:17 | Report Abuse

feel like the correction ending soon, may continue to uptrend.

hng33

20,450 posts

Posted by hng33 > 2020-01-15 16:31 | Report Abuse

YTLP will next to follow MFCB and Jaks. YTLKP new power plant may generate electricity sooner than jaks based on jaks (82% completion) vs YTLp (87% completion).

YTLP power plant in jordan also divided into 2 separate unit. It first unit will generate electircyt first follow few month later by second unit. As show in video, the shale mining have started operation, stockpile shale oil ahead of fire power.

https://www.facebook.com/RoyaNews/videos/824182871352347/UzpfSTM3NTg5MDEzOTU0MDkxNzo3OTg0MDk2MjM5NTU2MzE/

Posted by Tedinvestor > 2020-01-15 21:02 | Report Abuse

Luckily cash out above 80. Too soon to buy now. Price likely to move to 75 range.

hng33

20,450 posts

Posted by hng33 > 2020-01-16 08:52 | Report Abuse

With New power profit ready to start recognized very soon with first unit start generate electricity in next month time and second unit in next 3 month time, YTLP earning will leap up very significantly as the jordan power command super high internal rate 15% + additional at least 5% from own shale oil mining vs. Jaks internal rate 12%

hng33

20,450 posts

Posted by hng33 > 2020-01-16 10:34 | Report Abuse

Jaks (82% completion in Q3 2019)

1. Power plant cost USD 1.87 billion;
2. internal rate return 12%;
3. concession period 25year;
4. 30% stake (optional 40%)


YTLP (87% completion in Q4 2019)

1. Power plant cost USD 2.1 billion
2. internal rate return 15%
3. concession period 30year
4. 45% stake
5. Plant come together with right to own oil shale mining operation that accompanies the plant. These is additional lucrative source of income.

https://www.facebook.com/RoyaNews/videos/824182871352347/

Posted by Fabien "The Efficient Capital Allocater" > 2020-01-16 10:53 | Report Abuse

The new power plant is relatively small compared to other assets.

Based on Affin's estimates, the enterprise value of the Attarat plant is 1.2bil v. Power Seraya 4bil & Wessel Water 19bil

Yes Communications losses will be a drag to overall earnings. Key risk is potential capital injection to fund for new capex.

hng33

20,450 posts

Posted by hng33 > 2020-01-16 11:23 | Report Abuse

The profitability of power plant is determine by internal rate return on total cost of investment.

In Jordan shale oil power plant, the total cost is USD 2.1 billion (RM 8.6 billion), the internal rate return is 15% + the plant come together with right to own oil shale mining operation that accompanies the plant. These is additional lucrative source of income + 30 year concession period.

Unlike loss making Power seraya, despite carry big enterprice value RM 4 billion, but it come with nil concession and all open for competition which drag internal rate return into negative.

Most of the latest Malaysia IPP only carry internal rate return in single digit, about 8%, such as Malakroff. Jaks new power plant in Vietnam have 12% internal rate return. Upcoming YTLp another new power plant in Indonesia also carry 12% IRR.

https://www.nst.com.my/business/2019/12/549186/ytl-power-sukuk-option-fund-cirebon-job

hng33

20,450 posts

Posted by hng33 > 2020-01-16 11:59 | Report Abuse

Where else can you find a 30-year concession project that is in US dollars?” YTL Power executive director Yeoh Seok Hong points out.

“When we first began negotiating for this power plant, the exchange rate (ringgit versus US dollars) was only 3.10. Today, it is around 4.45,” he says.

YTLP secure funding US$1.575 billion (RM4.88 billion) financing for the proposed construction of a power plant (IPP) in Jordan was based on exchange rate 1USD : RM 3.10

https://www.theedgemarkets.com/article/jordan-ipp-distant-bright-spot-ytl-power

vs.


Jaks secure funding US$1.402 billion (RM6.01 billion) financing for the proposed construction of a power plant (IPP) in Vietnam was based on exchange rate 1USD : RM 4.28

https://www.theedgemarkets.com/article/jaks-jv-secures-us14b-funding-power-plant


Therefore, YTLP have much higher upper hand in turn of profitability.

Jaks

1. Power plant cost USD 1.87 billion (exchange rate 1 USD : RM 4.288)
2. internal rate return 12%;
3. concession period 25year;
4. 30% stake (optional 40%)


YTLP (87% completion in Q4 2019)

1. Power plant cost USD 2.1 billion(exchange rate 1 USD : RM 3.10)
2. internal rate return 15%
3. concession period 30year
4. 45% stake
5. Plant come together with right to own oil shale mining operation that accompanies the plant. These is additional lucrative source of income.

LKOH

365 posts

Posted by LKOH > 2020-01-16 13:22 | Report Abuse

But Jaks power plant is 1200MW YTLP Jordan power plant is only 470MW. YTLP power plant may have higher margin but actual income is less

LKOH

365 posts

Posted by LKOH > 2020-01-16 13:50 | Report Abuse

beside the EPS for YTL power will be low as it has a big share bae

hng33

20,450 posts

Posted by hng33 > 2020-01-16 14:34 | Report Abuse

The profitability of power plant is determine by internal rate return on total cost of investment.

Even Jaks power plant is 1200MW vs YTLP Jordan power plant 470MW. The cost to build jaks is USD 1.87 billion vs cost to build YTLP USD 2.1 billion.

The internal rate return 12% for jaks is based on total cost of investment USD 1.87 billion. The internal rate 15% + 5% shale oil mining is based total cost of investment USD 2.1 billion.

The profitability is NOT based on power plant capacity 1200 MW vs 470MW, as all these power plant have 25 year concession and 30 year concession receptively.

Posted by speedlikecy > 2020-01-16 14:59 | Report Abuse

correction may end if today close positive.

hng33

20,450 posts

Posted by hng33 > 2020-01-16 20:54 | Report Abuse

Another strong point toward how lucrative profitability are the tenure of borrowing. In YTLp, the tenure borrowing only 15year including 4 year construction period. With 30 year concession period, it only need 11 year to fully repay ALL the cost of funding on both equity (25% cost of investment funding) and bank borrowing (75% cost of investment funding) and enjoy all free cash for remaining 19 year.

“The financing is only for 15 years. This includes about four years for construction. That means this project will be able to pay off the debt in about 11 years. After that, everything will be free cash flow,” explains Yeoh.

YTL Power will, in turn, look for ways to unlock value for shareholders using the predictable cash flow from Attarat — perhaps via debt refinancing or by monetising equity, he says.....

https://www.theedgemarkets.com/article/jordan-ipp-distant-bright-spot-...

Let calculate how profitability of YTLP in jordan based on 11 year profit generated from shale oil power plant to repay back all cost of investment USD 2.1 billion (excluding bank interest charge).

Jordan need to generate cash flow at least USD 200m per year to repay back ALL cost of investment funding USD 2.1 billion, it is whopping of the USD 200m profit or RM 820m per year. YTLP 45% stake translate into RM 370m per year or additional EPS = 4.6sen on top exiting annual business EPS 6sen. Therefore, YTLP forward EPS should record about 11sen, valuation now at historical low end 7x + dividend yield 6.3%.

hng33

20,450 posts

Posted by hng33 > 2020-01-16 21:09 | Report Abuse

The profitability of power plant is determine by internal rate return on total cost of investment.

In Jordan shale oil power plant, the total cost is USD 2.1 billion (RM 8.6 billion), the internal rate return is 15% + additional IRR at least 5% from the plant come together with right to own oil shale mining operation that accompanies the plant. These is additional lucrative source of income + 30 year concession period, with further option to extend another 10year to up 40 year concession.

With such long concession agreement 40 year, and payback time is only at such shorter time of 11 year settle off ALL cost USD 2.1 billion. YTLP therefore have option to refinance these exiting 15 loan tenure to matched entire 40 year concession, monetize much higher profit

.....“The financing is only for 15 years. This includes about four years for construction. That means this project will be able to pay off the debt in about 11 years. After that, everything will be free cash flow,” explains Yeoh.

YTL Power will, in turn, look for ways to unlock value for shareholders using the predictable cash flow from Attarat — perhaps via debt refinancing or by monetising equity, he says...

hng33

20,450 posts

Posted by hng33 > 2020-01-17 09:23 | Report Abuse

Wessex Water's bustling Marketplace, three months on

https://wwtonline.co.uk/features/wessex-waters-bustling-marketplace-three-months-on

hng33

20,450 posts

Posted by hng33 > 2020-01-17 09:25 | Report Abuse

YTL Communications deploys Gigawire Terragraph technology aiding Penang's Smart State initiative

http://www.ytlcommunity.com/commnews/shownews.asp?newsid=124&category=top

leek

3,617 posts

Posted by leek > 2020-01-19 15:44 | Report Abuse

HNG33 SO HARD SELL YTLP EH...

JAKS EASY TO GORENG BECAUSE VOLUME LOW AND THE SYNDICATES...

YTLP VERY HARD TO MOVE DUE TO ITS VOLUMES AND PRIVATISATION STILL ON THE CARD....IT CAN DROP TO 0.40 TO BE PRIVATISE LIKE YTLLAND...

takashi86

747 posts

Posted by takashi86 > 2020-01-19 20:40 | Report Abuse

Lol....40cents??

Maybe in ur dream...is a profit making company, but privatization YeS!!

Back in year 2010,2011 & 2012, francis mentioned many times, eventually, there oni will be one listed company at Bursa, which is YTL...

Look at how they manage to privatize cement, ytle and land...no doubt, the question is when.

Best guess is very soon for power, as jordan commence soon, indon goin to construct soon, so profit is otw, yeoh family sure wont share big money vf shareholders.

They will just share swap, and said ytl is much better choice...

sell

2,456 posts

Posted by sell > 2020-01-20 12:19 | Report Abuse

ASB sell bec smarter than EPF? EPF cannot read QR?

sell

2,456 posts

Posted by sell > 2020-01-20 12:20 | Report Abuse

14-Jan-2020 Insider AMANAHRAYA TRUSTEES BERHAD-AMANAH SAHAM BUMIPUTERA (a substantial shareholder) disposed 188,300 shares on 10-Jan-2020.
13-Jan-2020 Insider AMANAHRAYA TRUSTEES BERHAD-AMANAH SAHAM BUMIPUTERA (a substantial shareholder) disposed 3,638,400 shares on 09-Jan-2020.

Posted by Tedinvestor > 2020-01-21 12:27 | Report Abuse

They can privatise but at what price? Funds hold hundreds millions in shares and any attempt to privatise at low price will not be successful.

JacLow

358 posts

Posted by JacLow > 2020-01-22 09:44 | Report Abuse

Tok sheet again privatise..

Posted by meiling0809 > 2020-01-22 09:45 | Report Abuse

sxhxi stock !
when u wanna up ?

chl1989

2,552 posts

Posted by chl1989 > 2020-01-29 13:11 | Report Abuse

tp 1.20

hng33

20,450 posts

Posted by hng33 > 2020-01-29 16:20 | Report Abuse

bought YTLP at 77sen

hng33

20,450 posts

Posted by hng33 > 2020-01-29 20:02 | Report Abuse

Alike Jaks, YTLP will getting another NEW source of Power profit from Jordan shale oil fire power.

The profitability of power plant is determine by internal rate return on total cost of investment.

Even Jaks power plant is 1200MW vs YTLP Jordan power plant 470MW. The cost to build jaks is USD 1.87 billion vs cost to build YTLP USD 2.1 billion.

The internal rate return 12% for jaks is based on total cost of investment USD 1.87 billion. The internal rate 15% + 5% shale oil mining is based total cost of investment USD 2.1 billion.

The profitability is NOT based on power plant capacity 1200 MW vs 470MW, as all these power plant have 25 year concession and 30 year concession receptively.

No doubt, YTLP share volume is much higher than jaks, but YTLP jordan new source of power profit will still able to increase YTLP current EPS by at least another 50% from EPS= 6sen to EPS= 9sen.

Based on YTLP 70-80% dividend payout, YTLP dividend could increase from current 5sen to 7sen, more than 9% dividend yield

Posted by meiling0809 > 2020-01-30 13:54 |

Post removed.Why?

skybursa

1,481 posts

Posted by skybursa > 2020-01-30 16:42 | Report Abuse

US stock market futures dropping. Better wait some more. You get cheaper bargains bellow 75

skybursa

1,481 posts

Posted by skybursa > 2020-01-30 16:45 | Report Abuse

Don't rush to enter.

skybursa

1,481 posts

Posted by skybursa > 2020-01-31 13:54 | Report Abuse

Bought back at 74.

Posted by meiling0809 > 2020-02-03 13:59 | Report Abuse

u all dont SKL liao !!!!
bought back at what price and what price
all lose until father and mother also cannot know you

JacLow

358 posts

Posted by JacLow > 2020-02-03 21:02 | Report Abuse

Lol

10bagger10

1,007 posts

Posted by 10bagger10 > 2020-02-06 10:36 | Report Abuse

CN buy?

jakar

136 posts

Posted by jakar > 2020-02-07 10:55 | Report Abuse

Nopower.

skybursa

1,481 posts

Posted by skybursa > 2020-02-07 16:32 | Report Abuse

I'm buy 150,000 at 72 & another 130,000 at 715. I'm building my holding in YTLPOWR. Over half million shares now

skybursa

1,481 posts

Posted by skybursa > 2020-02-07 16:32 | Report Abuse

Buy when others fears

Posted by meiling0809 > 2020-02-07 17:00 |

Post removed.Why?

skybursa

1,481 posts

Posted by skybursa > 2020-02-07 17:07 | Report Abuse

I bought at 68 &705 earlier. Sold at 825. Now buy back again. So winner are stupid?

skybursa

1,481 posts

Posted by skybursa > 2020-02-07 17:07 | Report Abuse

60 is a dream believes me

Posted by Tedinvestor > 2020-02-07 17:10 | Report Abuse

If 60 I'm all in

Jeffreyteck

4,247 posts

Posted by Jeffreyteck > 2020-02-08 11:38 | Report Abuse

...YTL Power’s UK investments bearing fruit... Star... Authority should impose certain duration before results announcement where company should shut their mouth on company progress as that may intentionally to jack up price before poorer results announcement.
Est 2019 div will drop to 3.5 sen or lower as profit is expected to be lower, that will give a DY of 5% at current price. Lenders are the happiest stakeholders as loans amount is about 28 billion.

tumbler

492 posts

Posted by tumbler > 2020-02-08 13:46 | Report Abuse

YTLPOWER now is traded undervalue with following reasons :

1) Dividend 5 cents per year at least promised by BOD carry out yield 7.04% of return in dividend. This kind of high return and strong company can be described as dinosaur species in KLSE.

2)According to MESI 2.0 ( Malaysia Energy Supply Industry ) plan from 2020-2023, Malaysia Electrical Supply shall not monopoly by only TENAGA NASIONAL . It will open to public involvement. Thus , MALAKOF AND YTL POWER shall become new choices to consume electricity in Malaysia. With the previous huge profit gain by TNB , we can expect this YTL POWER growth when it become electricity supplier.

3)Jordan Power Plant Shall commenced in middle of 2020. New printing money business coming now will boost the share price.

4) Singapore Electricity Supply business bad time already ended since last year November as one of biggest YTLPOWER competitor declared ending their business last year. No more threat in Singapore and also will stop blooding.

5)Subsidiaries YES project targeted can be started back by this year because Education Minister been changed to TUNM and YTL always having a close relationship with TUNM since before PH took over Putrajaya. In other words , YTL is one of the crony of TUNM.

Conclusion , with above 5 points YTLPOWER will rebound to RM1.30 Target Price with 3 months period.

GLC fund manager now only threaten YTLP investors to throw their shares to them by asking research house write bad comments on YTLPOWER.

STUPID ALSO KNOW A COUNTER WITH 10 years LOW and COMMITTED DIVIDEND YIELD 7.04 % PLUS ABOVE GOOD NEWS IS EXTREMELY UNDERVALUE. ONLY NEWBIE OR SOHAI BELIEVE TRADING HOUSE RESEARCH PAPER.

Posted by stocksyndicate > 2020-02-08 15:57 | Report Abuse

Just keep stocking up the share if you have available cash. I will make over a million from ytlpower in a few years time. Don't be afraid of the falling prices. Keep accumulating when you see bargains in it.

Jerichomy

4,346 posts

Posted by Jerichomy > 2020-02-09 16:51 | Report Abuse

US stock DJI down again aiyooo

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