Posted by darren2021 > 2022-03-30 16:58 | Report Abuse

wow....epf buy too gently....pls buy more aggressive

Posted by cwc1981 > 2022-03-31 17:51 | Report Abuse

Not bad almost 30% of the daily volume sapu by EPF

Posted by tonywong8 > 2022-03-31 19:42 | Report Abuse

EPF(AFFIN) 从10/3到28/3共买进7000粒。EPF其他从21/3到25/3共买进10144粒。全部买进17144粒。

Posted by Lester Teow > 2022-04-01 10:57 | Report Abuse

https://www.theedgemarkets.com/article/singapore-raises-power-tariffs-10-adding-price-pressures

Singapore raises power tariffs by 10%, adding to price pressures

Posted by ryan7642 > 2022-04-05 11:38 | Report Abuse

heard so will hv special div when near term is it true ar?mean easily >10% div yield Oo

Posted by Lester Teow > 2022-04-08 09:38 | Report Abuse

https://www.freightwaves.com/news/maersk-collaborating-on-e-methanol-plant-in-asia

Maersk collaborating on e-methanol plant in Asia

Posted by Lester Teow > 2022-04-08 09:44 | Report Abuse

https://www.freightwaves.com/news/maersk-collaborating-on-e-methanol-plant-in-asia

Maersk collaborating on e-methanol plant in Asia

Posted by Plato99 > 2022-04-08 10:05 | Report Abuse

buy buy buy...Next will be 90cent

Posted by darren2021 > 2022-04-08 10:26 | Report Abuse

yeah...day trade would be nice....

Posted by tallman > 2022-04-08 10:59 | Report Abuse

1 day show

Posted by tallman > 2022-04-08 10:59 | Report Abuse

trap ikan billis

Posted by Plato99 > 2022-04-08 12:43 | Report Abuse

buy all YTL related stocks. YTL, YTLPOWR & YTLREIT.

Posted by darren2021 > 2022-04-08 15:56 | Report Abuse

wow...this oldman stock get boaster jab....

Posted by powerup89 > 2022-04-08 16:00 | Report Abuse

Padu

Posted by nicholas99 > 2022-04-08 16:01 | Report Abuse

we want LU we want LU we want LU

Posted by King20 > 2022-04-08 16:05 | Report Abuse

dream have everything

Posted by powerup89 > 2022-04-08 16:06 | Report Abuse

Macam ular....lol

Posted by ahyen10 > 2022-04-08 16:07 | Report Abuse

Junam

Posted by newbees21 > 2022-04-08 16:09 | Report Abuse

oooo... goreng stock... going up fast.. coming down oso fast..

Posted by alex > 2022-04-08 16:15 | Report Abuse

0.76 beli lah.. nanti naik balik 0.86.. untung 10 sen .. senang je..

Posted by nicholas99 > 2022-04-08 16:33 | Report Abuse

this stock so weird. goreng stock.

Posted by Plato99 > 2022-04-08 17:16 | Report Abuse

Next week RM1. Join the pump session.

Posted by darren2021 > 2022-04-08 17:22 | Report Abuse

suddenly got growth after so long....

Posted by Zrenxy > 2022-04-08 18:27 | Report Abuse

Limit up next week....Dividend is coming Rm0.10

Posted by Zrenxy > 2022-04-08 18:28 | Report Abuse

might hit Rm1.50 soon far ahead Dnex

Posted by Hew Kiong Peng George > 2022-04-08 20:11 | Report Abuse

Ytlpowr c16 I love u so much.

Posted by Abba84 > 2022-04-09 10:30 | Report Abuse

Plese put pressure in nxt AGM to convert 3.72 bill'ns cash t rewards shareholders

Posted by James Ng > 2022-04-09 22:04 | Report Abuse

https://klse.i3investor.com/blogs/general/2022-04-09-story-h1621365280.jsp
[转贴] [Video:浅谈YTL POWER INTERNATIONAL BERHAD, YTLPOWR, 6742] - James的股票投资James Share Investing

Posted by cktay > 2022-04-10 17:02 | Report Abuse

More on YTLPower's YES ….the big four telcos (Celcom, Digi, Maxis and U Mobile) (MNOs)…. yet to agree on the key terms in the RAO document….recent analyst report suggested that open topics between DNB and DNB’s key prospective customers had been resolved is inaccurate! …..(The telcos have proposed to develop another 5G network alongside DNB)
DNB CEO Ralph Marshall revealed the total cost of 5G rollout is RM16.5 billion.
Why does these 4 telcos want to spend another RM16.5 billion? How are they going to share it among themselves (Celcom, Digi, Maxis and U Mobile) Won’t it make (Govt’s) DNB redundant?
>>> Basically these MNOs are still selfishly fighting the govt for their own self-interest!
>>> Good for YTLPower’s YES!
“Yes is still the only operator to offer 5G services in the country” The longer it drags on, the better for YES. It has been more than 2 years now that the newer hand sets are 5G capable but not utilized. More people will switch to YES when they cannot wait.
https://soyacincau.com/2022/04/08/celcom-digi-maxis-and-u-mobile-dnb-rao-does-not-enable-affordable-and-quality-5g-services/

Posted by cktay > 2022-04-10 17:19 | Report Abuse

DiGi market cap RM30b
Maxis …………. RM30b
YTLPower ……. RM6.3b
(even though it has netted RM3b cash from its sale of 33% ElectraNet.
Also what about YTLPower other assets?)

Posted by cktay > 2022-04-10 17:27 | Report Abuse

DNB extends FREE 5G network access to telcos until 30 June
>>> DON'T WAIT! >>> Switch to YES!

Posted by rr1688 > 2022-04-11 00:45 | Report Abuse

king of the day...

Posted by lawpc128 > 2022-04-11 07:35 | Report Abuse

100million shares done in a day. Either privatisation or special dividend coming?? The share is so much undervalued.

Posted by nicholas99 > 2022-04-11 09:08 | Report Abuse

run first?

Posted by myway > 2022-04-11 11:10 | Report Abuse

MIDF raises target price for YTL Power by 20% to factor in RM3.06b cash from ElectraNet sale
https://www.theedgemarkets.com/article/midf-raises-target-price-ytl-power-20-factor-rm306b-cash-electranet-sale

Posted by nicholas99 > 2022-04-11 11:52 | Report Abuse

midf stuck?

Posted by 1pingpong > 2022-04-11 12:33 | Report Abuse

lari lari lari

Posted by xiaochen > 2022-04-11 15:00 | Report Abuse

Lari as FAST as you can

Positive news.

https://www.jordannews.jo/Section-106/Features/Attarat-grave-deception-case-still-ongoing-prospects-not-good-for-NEPCO-15291

Posted by cwc1981 > 2022-04-11 15:51 | Report Abuse

Good

Posted by Vhydro > 2022-04-11 17:12 | Report Abuse

RUNNNNN

Posted by dragon328 > 2022-04-11 18:14 | Report Abuse

You can run now and get few sen profit and wait for better entry price, or you may lose out bigger gains once profit taking is over.

This company is in mega infrastructure projects that take time to take off, and it owns perpetual regulated assets that always appreciate in value over time.

Posted by dragon328 > 2022-04-11 18:18 | Report Abuse

As MIDF pointed out in its report today, YTLPI disposed Electranet at a good premium of 1.6x regulated asset base. MIDF sees great value in its 100%-owned Wessex Waters that has a regulated asset base of RM19 billion. MIDF estimates an equity value of RM13 billion for Wessex, or RM1.58 per YTLPI share. An estimated equity value of RM13 billion plus debts of about RM13 billion at Wessex company level, valuing it at enterprise value of RM26 billion or 1.37x RAB.

Should we value Wessex at 1.6x RAB as in the case of Electranet, Wessex would be valued at RM30 billion and YTLPI's equity value in Wessex would be worth RM30 -13 = RM17 billion or RM2.07 per share.

Posted by rr1688 > 2022-04-12 01:30 | Report Abuse

another 25x in the making...

Posted by cktay > 2022-04-12 07:29 | Report Abuse

https://www.theedgemarkets.com/article/midf-raises-target-price-ytl-power-20-factor-rm306b-cash-electranet-sale
“Wessex Water [is] another deep value asset of YTLP, [which] could fetch an equity value of RM13.7 billion (RM1.68/share), more than double YTLP’s current market cap,” it added.
I don;t mind YTLPower selling Wessex and I get RM1.68 a share. Hahaha!

Posted by cwc1981 > 2022-04-12 12:31 | Report Abuse

Lack of momentum today

Posted by cktay > 2022-04-13 10:13 | Report Abuse

More on Wessex ….
Switch to a meter - Wessex Water (17 Feb 2022)
https://www.wessexwater.co.uk/-/media/files/wessexwater/your-home/water-meters/switchingtoameter.pdf
All properties supplied by Independent Water Networks are metered. Properties constructed before 1990 were given a rateable value by the local council in order to calculate council charges. This rateable value is usually used by water companies to calculate water charges on properties without a meter. However, since the way council charges are calculated has changed, councils no longer provide rateable values for new houses and water companies now tend to fit meters in order to calculate charges.
Same. in our local context, some years ago, apartments/flats/condos used to be charged fixed rates meaning people waste water, but now all units were fixed with water meters, so a lot less wastage.

Posted by cktay > 2022-04-13 14:22 | Report Abuse

Let’s recap what Datuk Yeoh Seok Hong said ….
“There is a lack of understanding on how these assets should be valued,” group managing director Datuk Yeoh Seok Hong tells StarBizWeek.
He explains that the regulated assets…..their value goes up as time goes by.
“Every five years, we have a programme with the government to invest. Then the asset values will go up and after deducting depreciation, we will get the new asset value calculated,” Yeoh says.
He cites Wessex Water in the United Kingdom, which is wholly owned by YTL Power, as a regulated asset.
He adds that regulated assets are also “inflation protected”.
“If inflation goes up by 5% every year, the regulatory capital value will likewise go up by 5%. The asset value will never be depreciated as it will always go up with inflation,” he says.
“I did speak with several analysts earlier and I asked them how much did they value the ElectraNet asset. They told me they did not ascribe a high value to the asset.
“But now after we sell it, people begin to understand what’s the actual value. Buyers are willing to pay 1.6 times the RCAB for ElectraNet,” Yeoh says.
For its Wessex Water unit, Yeoh says that its RAB has more than tripled in ringgit value since its acquisition back in 2002 to £3.5bil (RM19.29bil) today.
“This is if you take the same 1.6 times regulatory capital value multiple paid to us recently from our ElectraNet and apply it to the Wessex Water asset,” he explains.
The Wessex Water currently has an enterprise value of £5.52bil (RM30.43bil) and a net debt value of £2.35bil (RM12.95bil).
Yeoh notes that he considers this as a growth asset, which not only provides dividends but also an increase in RAB value through new investments.

Posted by dragon328 > 2022-04-13 14:38 | Report Abuse

Did he mean that if we apply the same 1.6 times RCAB for Electranet on Wessex, we shall get an enterprise value of RM30.43 billion for Wessex?

If this is so, then the equity value of Wessex shall be RM30.43b - RM12.95b = RM17.48 billion or RM2.13 per share of YTLPower.

Posted by dragon328 > 2022-04-13 14:40 | Report Abuse

A quick way to realise the value of Wessex is to list it up in London stock exchange by selling away say 30% stakes. Then YTLPower would get immediate cash of RM5.2 billion while retaining 70% control over Wessex that will have a market capitalisation of RM17.48 billion.

Posted by cktay > 2022-04-13 17:11 | Report Abuse

Whatever the facts are, EPF doesn’t care and continue to sell, as they are desperate!
Don’t understand why YTLPower doesn’t buy-back the shares and cancel them, to create more value per share for shareholders? They have the cash to do so.
Right now EPF still holds 5.4% of YTLPower.