Posted by Jerichomy > 2020-02-14 18:47 | Report Abuse

Is it you and me only talking here

Posted by Jerichomy > 2020-02-14 18:47 |

Post removed.Why?

Posted by steven20 > 2020-02-14 19:38 | Report Abuse

YTL power going to privatization? Never heard about it.

Posted by freddiehero > 2020-02-15 09:12 | Report Abuse

nice discount

Posted by Jerichomy > 2020-02-15 10:02 | Report Abuse

Ytl power is uk property after brexit is a bad idea

Posted by Jerichomy > 2020-02-15 10:17 | Report Abuse

Affin Hwang Capital Research has upgraded YTL Power International Bhd to “Buy” at 72 sen with a higher sum-of-total-part (SOTP) based target price of 95 sen (from 85 sen). This Affin Hwanf not reliable say 95 cents.. where got Tipu...any write up affin hwang i dont believe

Posted by Ricky Kiat > 2020-02-15 10:43 | Report Abuse

dumb dumb hold (Ricky's trade mark)

Posted by takashi86 > 2020-02-15 12:02 | Report Abuse

@steven20

https://www.theedgemarkets.com/article/ytl-corp-intends-privatise-ytl-power-says-maybank-ib

https://www.theedgemarkets.com/article/ytl-privatise-more-firms-buy-assets-says-report

Posted by takashi86 > 2020-02-15 12:04 | Report Abuse

To delist ytlp is old news, pop up time to time...

Back in year 2012:

The Chinese daily newspaper — which carried an exclusive interview with Tan Sri Francis Yeoh, who is heading the conglomerate — quoted Yeoh as saying: "After delisting YTL Cement, we intend to privatise more listed companies. We hope to distribute more cash and dividends to our shareholders. And YTL Corporation Bhd will dish out more dividends in future."

Posted by takashi86 > 2020-02-15 12:12 | Report Abuse

One issue @Icon8888 raised up is very true, ytlp is in Capex phase...so no point privatize so soon, but eventually it is the plan.

In fact tis few years, ytl been doing lots of consolidation and restructuring under their stable, as many biz being overlapping, such as ytl injected more matured hotels bizs from ytl to ytl reit.

But unlike cement, e-solution & land...ytl power comes with more issued shares and less shares holding by ytl, so is more hard to go for privatize, but if the gap between ytl & ytlp getting wider, who knows wat will happen, but power got major shareholders such as epf, if privatize in low price, gomen sure bising one...as epf will lost money, alot.

Posted by steven20 > 2020-02-15 15:37 | Report Abuse

So should buy their share? Any master can provide opinion? I look at their chart seems at bottom now.

Posted by bose00 > 2020-02-17 11:38 | Report Abuse

Div 6-7% why not. Just buy and hold

Posted by enjoe > 2020-02-17 12:29 | Report Abuse

Dividend can be decreased...到时候就梦想破灭

Posted by takashi86 > 2020-02-17 13:17 | Report Abuse

Ya, dividend can decrease anytime, if management said nid reserve capital for capex.

But luckily unlike ytl land, ytlp is with dividend policy since listed.

I think, right now is better invest into ytl instead of power...as indon tjg. Jati power plant once got financial closure, it will nid money to start the groundwork. We r talking about RM4 billion construction cost, even ytlp got financing of 80% (which is highest % able to get financed for construction project), ytlp (80% owned for tjg jati power plant) still nid to comes out RM640 millions for this project. Also, uk bristol project gonna kick start soon as well, and is oso under ytlp.

But for ytl, is in a more comfortable position, as ytl got cement and construction biz, the gemas-jb is on goin, if HSR got revive, even ytl unable to tender tis project, at least cement industry still got to be one of the beneficiaries.

Posted by takashi86 > 2020-02-17 13:18 | Report Abuse

@steven20, if u looking for long term, ytlp sure can invest, but i think u more into speculation.

Posted by steven20 > 2020-02-17 17:31 | Report Abuse

@takashi86, i not yet read their QR reports. I run through their QR result and every qtr is down. like never ending.

Posted by takashi86 > 2020-02-17 18:43 | Report Abuse

I mentioned before, if my calculation is accurately, soonest ytlp making higher profit shd be this year end, latest is by next year 2nd qtr.

Ytl, ytlp, ytlreit all is very predictable.

Watever management mention, they will do it.

Why soonest is by this year end, just check jordan power plant & sg seraya u will get the picture.

Posted by stocksyndicate > 2020-02-18 21:12 | Report Abuse

You buy before everything gets better. Buy when others fears.

Posted by takashi86 > 2020-02-19 11:10 | Report Abuse

Yeah, buy when ppl fear.

Just avoid all tourism related stocks now.

Medication, gloves & public infra are best bet now.

Hopefully get the vaccine for Covid asap...god bless.

Posted by Apalagikitamau > 2020-02-20 16:53 | Report Abuse

Apa jadi why keep going up

Posted by enjoe > 2020-02-20 18:39 | Report Abuse

GG TOMORROW

Posted by Fabien "The Efficient Capital Allocater" > 2020-02-20 20:06 | Report Abuse

0.9sen is the new norm

annualised 0.36sen. forward PE 20x

Posted by newbie4444 > 2020-02-20 20:28 | Report Abuse

DPS 5 sen still got hope with latest QR sifus?

Posted by stocksyndicate > 2020-02-20 21:02 | Report Abuse

Definitely maintain dividend at 5.

Posted by steven20 > 2020-02-20 21:12 | Report Abuse

Q3 and Q4 sure die kao kao...GG.

Posted by Icon8888 > 2020-02-20 21:51 | Report Abuse

RM70 mil net profit x 4 = RM280 mil

Add Jordan power net profit RM200 mil

Annual profit RM480 mil

Based on 8.15?bil shares, EPS is 6 Sen

15 times PER means TP 90 Sen

When Singapore power profit recovers , profit will go further up

Price will also further up

That is my investment thesis for YTLP

Needs a bit of patience

Posted by Cloudboy > 2020-02-20 22:27 | Report Abuse

Water tariff cut for UK’s Wessex Water for coming years

Need Big capex to upgrade the standard of water for coming years

it also need big sum of money for PT Jati Power Plant in Indonesia investment for coming years...

Just capex time for ytlpower


Whether the 5 cents dividend is sustainable for this year questionable?

Posted by KassimBaba7 > 2020-02-21 00:25 | Report Abuse

EPS to date only 2s... expect at most 3-4s div nia

Posted by Icon8888 > 2020-02-21 09:20 | Report Abuse

look like current price is rock bottom

Posted by Cloudboy > 2020-02-21 09:40 | Report Abuse

Icon8888 look like current price is rock bottom

It can fall below 0.70........YTLpower next QR goin to be worst

Bro ..who looking for yield stock....have a look at BAT....much more better than Ytlpower

Posted by Tedinvestor > 2020-02-21 09:53 | Report Abuse

If lack confidence & so negative, move on to others counter. Don't waste your time here bla bla bla..........

Posted by Icon8888 > 2020-02-21 10:08 | Report Abuse

I bought more

Posted by skybursa > 2020-02-21 10:11 | Report Abuse

Previously it drop to 67. But managed to bought at 68.5 & 70. Than I cash out at 82.5. This are second time I re enter at average price of 71.8 per shares over RM200k. I careless what's others think coz I invest based on my over30 years of experiences.

Posted by Cloudboy > 2020-02-21 10:24 | Report Abuse

Tedinvestor If lack confidence & so negative, move on to others counter. Don't waste your time here bla bla bla..........


Jus sharing and tell truth info...dun angry la..bro

i also have small exposure at Ytlpower......

Posted by Cloudboy > 2020-02-21 10:26 | Report Abuse

Not happy...then jus buy more more Ytlpower...My Q to sell for the share is 0.74 and 0.745....buy till that level...im happy to exit

Posted by Cloudboy > 2020-02-21 10:40 | Report Abuse

Bro who looking for divided yield stock....take a look at BAT share......

Posted by alexsee > 2020-02-21 11:04 | Report Abuse

why no panic sell one??

Posted by Ricky Kiat > 2020-02-21 11:27 | Report Abuse

https://www.thestar.com.my/business/business-news/2020/02/21/rhb-upgrades-ytl-power-to-039buy039-tp-increased-to-95-sen

Posted by Tedinvestor > 2020-02-21 13:51 | Report Abuse

Naw not angry at all cloudboy. I don't waste much time to bla instead put effort in search for good investment. Remember when ytlpower drop below 70? All investment bankers calling for sells. I just went straight into the counter and makes some hefty profits. Do not trust investment bankers. I know a few of them and they just kiddo to me. They used to give good ratings to sap energy and now the price drop like shits.

Posted by Cloudboy > 2020-02-21 14:31 | Report Abuse

1/02/2020 11:36 AM
Tedinvestor Naw not angry at all cloudboy. I don't waste much time to bla instead put effort in search for good investment.


Take a look at BAT......!!!!

Posted by meiling0809 > 2020-02-21 14:38 |

Post removed.Why?

Posted by jade888 > 2020-02-23 16:17 | Report Abuse

Mar 23, 2018 3:00 AM | Report Abuse 

Below 1.00...can leh???to low la..


.........so sad.....

Posted by stocksyndicate > 2020-02-23 16:45 | Report Abuse

I missed bat too coz trying to buy below 12 and the price hovering around 12.16 to 12.30 at that time.

Posted by Cloudboy > 2020-02-24 10:43 | Report Abuse

BAT provide better dividend yield than FD, EPF and even AMANAH SAHAM !!!

With covid 19....sluggish economic......BNM have no choice but to cut another interest rate soon...mean interest rate for FD and others coming down again

BAT really provide an alternative for us for dividend yield !!!

Posted by enjoe > 2020-02-24 11:46 | Report Abuse

good price enter 695

Posted by skybursa > 2020-02-24 12:00 | Report Abuse

Don't buy now. Wait

Posted by enjoe > 2020-02-24 15:01 | Report Abuse

Bear market put money into high dividend stock

Posted by Fabien "The Efficient Capital Allocater" > 2020-02-24 19:57 | Report Abuse

for defensive play

Posted by nkk53 > 2020-02-25 10:26 | Report Abuse

Bought some at 0.685

Posted by bnmacai > 2020-02-25 11:46 | Report Abuse

holy shit thats a big volume at 685