Posted by JacLow > 2021-07-30 16:14 | Report Abuse

But time 69..this play is once a year. August

Posted by tonywong8 > 2021-08-08 11:33 | Report Abuse

Performance of YTLPOWER at Singapore will be very good. The selling cost of electricity to SPgroup had increased by 10%( 3rd Quarter to 4th Quarter). Further more, Ytlpower invest heavily in buying ahead of gas a year ago( hedging) was less than 50% of the present cost. Expected to performance well and will announce a good dividend end of the month.

Posted by tonywong8 > 2021-08-08 12:36 | Report Abuse

The hedging profit of Rm 208 millions for 3rd quarter and will increase much further as the gas price had increased from 2.61(1/4/2021) to 3.66(1/7/2021). The hedging profit will translate into actual profit after it expired.

QTR..... RM HEDGING<=1 YEAR .......PROFIT/LOSS(RM) .........GAS PRICE .......electric sell S$
4th,21.........................................................................................3.66 ..................0.1715
3rd,21......... 939576000 .........................208488000 .....................2.61 ..................0.1632
2nd,21.........967006000............................95280000 ......................2.54 .................0.1486
1st,21 ........1020046000......................... -66781000 ......................2.53 .................0.1553
4th,20 .......1251463000 ........................-119491000 ......................1.73 .................0.1370
3rd,20 ........982034000 .........................-388002000 ......................1.55 .................0.1712

When the fuel price coming down, hedging will lose money. When price going up, hedging will make good money. This is what happened to YTLPOWER now.

Posted by tonywong8 > 2021-08-08 13:58 | Report Abuse

Last year 4th quarter, the company increased the amount of hedging and expected to make a lot of money after recent gas price increased. The gas price now already in 4.10 and expected next few quarters will make lot of money from hedging. The company had paid out 2 cents dividend at June,21 and will pay out another 5 cents after 4th quarter announcement of result with huge profit.

Posted by tonywong8 > 2021-08-08 14:11 | Report Abuse

The electricity produced by the company are sold to SPgroup. The selling price was increasing from S$0.137 to S$0.1715 at 1/7/2020 to 1/7/2021 respectively.The selling price of electricity will continue to rise and expected the profit of the company will be good for next few quarters.

Posted by maximus . > 2021-08-10 16:33 | Report Abuse

wow...this company really make alot o money

Posted by tonywong8 > 2021-09-07 09:10 | Report Abuse

I watched the interview with YTL Ceo on Bloomberg a few weeks ago and it was pretty decent actually. Basically the gist of the interview is that construction activities have returned to normal and investors should expect a short term jump in profits in the utilities and construction business. From this point, short-sellers should re-access their position and consider going Long on YTL

Posted by tonywong8 > 2021-09-07 19:26 | Report Abuse

https://www.youtube.com/watch?v=EyOwxvrcsdk

Posted by Cityman > 2021-09-08 21:59 | Report Abuse

Dont understand. 4th Qtr loss, but can declared dividend & say good performance from ytl power.

Posted by skc761103 > 2021-09-08 23:13 | Report Abuse

Is just a accounting method ,the result really good compare to previous...

Posted by Cityman > 2021-09-09 21:49 | Report Abuse

Thank you skc761103. Bought a bit for dividend & investment.

Posted by maximus . > 2021-09-09 22:46 | Report Abuse

buy this type of stocks can tidur...got dividend somore.....

Posted by dragon328 > 2021-09-09 23:18 | Report Abuse

The reported loss after tax was due to a large deferred taxation item recognised for UK Wessex for the increased corporate tax rate to be effective from 2023. The actual cash tax paid was around RM65m only. In fact, the operational cash flows for the financial year was so strong that YTLPower was able to give out total 4.5 sen of dividends. Once the capex for the new Jordan power plant is over by end of this year, YTLPower will have over RM1.3 billion of free cash flows a year or over 15 sen per share for debt repayment or dividends for the next 15-20 years.

Posted by JacLow > 2021-09-10 09:21 | Report Abuse

6.5pc dividend a year.. No need look also..and next year will be more from Jordan contribution

Posted by lawpc128 > 2021-09-22 12:44 | Report Abuse

Isn't management pathetic? Buying 1000 shares only , spending 700 rgt.

Posted by Vhydro > 2021-09-28 22:56 | Report Abuse

http://www.theedgemarkets.com/article/boustead-plantations-disposes-land-johor-rm429m#.YVMsPVBRIU


Finally, RE

Posted by tonywong8 > 2021-09-29 09:51 | Report Abuse

I think the land will be for solar energy. About Rm6/SQ, consider good buy.

Posted by lawpc128 > 2021-10-14 14:36 | Report Abuse

Ytl powers up buyer search for south Australia's ElectraNet. Could be a big one time gain n hope management share some of the profits with minority shareholders.

Posted by lawpc128 > 2021-10-14 14:36 | Report Abuse

https://www.afr.com/street-talk/malaysia-s-ytl-powers-up-buyer-search-for-south-australia-s-electranet-20211013-p58zog

Posted by soon9913 > 2021-10-15 17:29 | Report Abuse

very slow like turtle counter

Posted by boonwei98 > 2021-10-18 11:31 | Report Abuse

https://www.reuters.com/world/asia-pacific/third-electricity-provider-calls-it-quits-singapore-2021-10-16/

Posted by soon9913 > 2021-10-25 23:41 | Report Abuse

https://www.klsescreener.com/v2/news/view/899459

Good news!!

Posted by lawpc128 > 2021-10-26 08:37 | Report Abuse

How much is this 100 mW contract worth per year? There is no mention of the revenue in any of the news.

Posted by tonywong8 > 2021-10-26 14:35 | Report Abuse

Utility tariff from Oct to Dec,2021 is S$0.2411 excluded GST. Less distribution cost and etc, the balance amount to generation plant is S$0.1788. Max revenue per hour is = 100000Kwhr x S$0.1788 =$17880.00/ hr. Assume 10 hours supply, one day revenue = $178800.00 or yearly revenue of S$65.26 millions.

Posted by newbie8080 > 2021-10-26 14:40 | Report Abuse

Calc in MY based on 80% efficiency and 28cents per kw.

365 days = RM196,224,000

Posted by lawpc128 > 2021-10-27 08:12 | Report Abuse

Tks for the info. This should bode well for ytlpower as they are planning a 500 mW solar power in johore right next to spore after buying the land frcom bplant. Also once Jordan attarat power kick in ytl power profit will be looking good. Anybody got latest update on their Jordan plant?

Posted by tonywong8 > 2021-10-31 17:30 | Report Abuse

Rewa Ultra Mega Solar Project in India, with capacity of 750 MW at the construction cost of USD658 Millions. The site area of 1590 acres with Flat-panel PV was commissioned at 5th, July,2018.

Site solar resource = 5.0 - 5.5 KWh/m2 per day. Assume 10 Hour per day working.
Area of Flat panel PV = 750MW x 10 hr / 5 = 1500000 m2
Only 25% of the area coverred with PV.

Posted by tonywong8 > 2021-11-30 11:41 | Report Abuse

If based on 750MW at 24 hours capacity or 18000 MWhr/per day, area cover with PV is
3600000 m2 or 890 acres. Only 56% of area covered with PV. This can be done provided all electricity produced by the system is allowed to go into distribution grid at day time. Similar to Malaysia using housing roof top to install PV and extra electricity produced is metered( sell) to go into TENAGA's distribution grid and exchange for night electricity consumption.

Posted by tonywong8 > 2021-11-30 12:14 | Report Abuse

EPF continued sold off 1000000 shares during last 7 trading days and expected another 3 days yet to be announced. Every cents sold down, EPF valued dropped by RM4.8 Millions. If they want to exit, why they act like this.

Posted by ivan9511 > 2021-12-04 18:19 | Report Abuse

I think ytl should look seriously YTLPOWR.
Ytlpower is the most important on ytl.
After private so many own companies.
Hope Ytl can offer 1.50 ringgit to private YTLPOWR instead of letting it drop.
My price still around 70sen currently. I dun mind Ytl offer 1 ringgit.
Hope ytl private this gold company as well like ytlcement

Posted by tonywong8 > 2021-12-06 14:33 | Report Abuse

The future of Ytlpower is good and bright. EPF( Affin) is selling at losing money based on the years they purchased the shares. The way they selling is to push the price down and hope the management will not allow the price to go too low which will jeopardice the company image.

Posted by tonywong8 > 2021-12-06 14:38 | Report Abuse

Don't buy and sell now. Keep the share for dividend and is very much better than fixed deposit.

Posted by tonywong8 > 2021-12-08 16:20 | Report Abuse

They try to push down the price to collect at lower price. Don't buy and sell now, wait for good dividend return. Jordan plant expected to reap in Rm120 million profit next year onward.

Posted by tonywong8 > 2021-12-08 16:30 | Report Abuse

Management has cash about Rm7 billions on hand and share buy back at this price will benefit shareholders. Spend Rm300 millions will buy back 6% of the company shares for future distribution. I hope the management will step in to reverve the price soon.

Posted by KINGV > 2021-12-09 20:12 | Report Abuse

YTLP share performance is a real disappointment but it gives me the opportunity to collect at current depressed prices.

Being a conservative company, YTLP has sound fundamentals. I think YTLP should perform much better in the coming years. Besides the usual (like the power plant in Jordan commencing next year), there could quite a substantial saving in interest payments if the bonds are refinanced as they become due as the current low interest regime is highly beneficial for the company.

I am puzzled why YTLP is not in the market buying back the company's shares at current depressed prices when she has bought earlier at much higher prices. The market value of the shares not under the control of the Yeoh's family is less than RM1.9 billion (that is approximately 0.38 x 8158 million x RM0.605).

Posted by tonywong8 > 2021-12-11 09:25 | Report Abuse

这次一直掉，其实是EPF把股价压下来，他从70分钱丢到今天的60分钱，EPF自己的账目也亏损了4千8百万。其实，他需要丢吗？到今天，只卖掉1万粒，掉了10分，共卖了6百50万，对EPF来说，数据太小了，自己的价值少了4千8百万，为什么这么做呢。
YTLPower 前景反而更好，只是股票低迷，把价钱压下来，希望有人顶不住，抛给他后，才买上去。
现在，最好的做法是放低价钱来买，但不要卖，他们赚不到钱，就没意思丢下去，反而会买上去的。

Posted by tonywong8 > 2021-12-11 09:27 | Report Abuse

EPF每天告诉你们在卖1000粒，只卖了60多万，自己的价值少了几百万，为什么这样做呢？为什么会做亏本生意呢？其实，他是有目的，是让我们卖给他后，才买上去的。

Posted by tonywong8 > 2021-12-15 13:59 | Report Abuse

EPF(AFFIN) 抛了11750粒后，只剩下2万粒，整个抛售和股价应该到目标了, 成交量和股价开始往上升，开始买上去了，想必公司年尾也该把股价推高了。

Posted by tonywong8 > 2021-12-15 18:18 | Report Abuse

（吉隆坡15日讯）国家数字有限公司（Digital Nasional Bhd，简称DNB）宣布，代表unifi Mobile的马电讯（Telekom Malaysia Bhd）及代表Yes的杨忠礼通讯私人有限公司（YTL Communications Sdn Bhd）将成为我国首批提供5G服务给客户的营运商。

DNB今日宣布我国迈向5G的第一步，目前在布城、赛城和吉隆坡的某些地区可以使用最新的通讯标准。

DNB还将向所有接入到其网络中的移动网络运营商（MNO）免费提供批发5G服务。该优惠适用于布城、赛城和吉隆坡某些地区的5G站点，有效期至2022年3月31日。

Posted by tonywong8 > 2021-12-24 14:20 | Report Abuse

我们的EPF请了专家Affin管理股票，要卖股票，越卖越低，这个办法，我也可以做到，为什么要请他们，还要付钱，不明白了。

Posted by tonywong8 > 2021-12-28 09:37 | Report Abuse

EPF(Affin) 从11月16号开始卖到12月22号，一共卖了20天，也卖出了18125粒，这几天也许只是卖少量，应该也只剩下1万粒了。股票行情不好，只要卖少量，也能把价钱推低。也是我们买低价的时机, 放低价钱买进，等拿股息。

Posted by tonywong8 > 2022-01-01 11:32 | Report Abuse

EPF(AFFIN)从11月16号开始卖到12月22号，一共卖了20天，也卖出了18125粒，这几天也许只是卖少量，应该也只剩下1万粒了。股票行情不好，只要卖少量，也能把价钱推低。也是我们买低价的时机。

Posted by tonywong8 > 2022-01-01 11:32 | Report Abuse

EPF(AFFIN), 28/12,只剩下10207粒，还有3天没有报上。希望手上的几千粒卖后，股价会好转。

Posted by tonywong8 > 2022-01-01 11:34 | Report Abuse

逢低买入好多，希望股价会回弹，明年的股息收入也不错，真的谢谢EPF(AFFIN) 的抛售，让我们有机会买到低价

Posted by tonywong8 > 2022-01-05 11:49 | Report Abuse

EPF(AFFIN), 29/12/2021, 只剩下8000粒了。过年后，成交量减少，希望股价也能静下来或稍微往上走，等2月尾业绩报告出来，也许会有好消息了。

Posted by tonywong8 > 2022-01-05 11:57 | Report Abuse

Ytlpower, payback bond with interest 4% at Sep, 2021 and replaced with bond 1.25% interest. Both sum were £300 millions. Saving of interest per quarter is Rm 11.3 millions. Coming quarter, interest saving of Rm11.3 millions is expected.

Posted by cwc1981 > 2022-01-06 10:34 | Report Abuse

Good prospect

Posted by newbie8080 > 2022-01-06 11:17 | Report Abuse

The company may not do well for ESG theme.

Top management needs to look towards renewable energy and progressively reduce the coal power plants portfolio moving forward.

Posted by cwc1981 > 2022-01-06 15:38 | Report Abuse

Yup agreed. They already have some hybrid plant. Not sure how many percent

Posted by cwc1981 > 2022-01-06 15:44 | Report Abuse

Anyhow just top up a bit.