Posted by xiaochen > 2023-02-24 08:38 | Report Abuse

Good QR was recorded.

Again, YES recorded 71m loss per QUATER. The following note explain the loss reason.

Telecommunications business
The higher loss before taxation and lower revenue was mainly due to lower project revenue
recorded.

This reason means: YES is loser.
Please BOD, shut this segment down, no need for YES in Malaysia.

im very sure that, if YES been kick out, the share price will break RM1, immediately.

Posted by xiaochen > 2023-02-24 09:00 | Report Abuse

i think we should put pressure on those directors, so that they took this "YES continuing loss" as first priority issue which needed to be solved urgently. If not, the DPS keep dragging by YES endlessly.

Posted by MichelleNg > 2023-02-24 09:02 | Report Abuse

Ytl in power after QR back in track. But share price still far left behind

Posted by thesteward > 2023-02-24 09:37 | Report Abuse

The nta so so so high n result good. So undervalue

Posted by hng33 > 2023-02-24 09:48 | Report Abuse

immediate resistance level at 76sen.

Posted by dragon328 > 2023-02-24 11:20 | Report Abuse

The market is cautious today before the budget this afternoon and ahead of 1 year anniversary of Ukraine-Russia war

Posted by hng33 > 2023-02-24 12:11 | Report Abuse

Its good too for cimb to press down ytlp due to its expire call warrant, its offer opportunity to buy more share at depress price later

Posted by dragon328 > 2023-02-24 21:16 | Report Abuse

ya same thinking here. It would be good for me to accumulate more towards 0.70.

Posted by abc333 > 2023-02-25 10:26 | Report Abuse

sure win counter, just buy and keep,

Posted by abc333 > 2023-02-25 12:48 | Report Abuse

downtrend since 2010 , going to erupt soon

Posted by speakup > 2023-02-25 13:19 | Report Abuse

3 years ago was 40sen
now almost double d

Posted by value_seeker > 2023-02-25 13:43 | Report Abuse

10 years plus ago 1.5++. Rebound?

Posted by abc333 > 2023-02-26 11:18 | Report Abuse

tenaga NTA 9.9 P/E 15.8 9.7
maxis 0.8 26.4 3.9
digi 1.39 66.8 1.35
ytl 1.15 11.09 0.56
ytlp 1.75 3.8 0.73

Posted by i3lurker > 2023-02-26 11:32 | Report Abuse

if you bought at 1.50 ten years ago the theoretical price today should be 3.75

you already made a virtual loss of 3.00 plus
thats compared to someone else who put same money into zero risk high yield dividends 14% easily available globally

Posted by value_seeker > 21 hours ago | Report Abuse

10 years plus ago 1.5++. Rebound?

Posted by i3lurker > 2023-02-26 12:10 | Report Abuse

Summary:
STRONG SELL
Moving Averages: STRONG SELL Buy (0) Sell (12)
Technical Indicators: STRONG SELL Buy (1) Sell (8)

MA5 0.736 Sell 0.735 Sell
MA10 0.737 Sell 0.737 Sell
MA20 0.738 Sell 0.737 Sell
MA50 0.737 Sell 0.738 Sell
MA100 0.740 Sell 0.738 Sell
MA200 0.736 Sell 0.737 Sell
Buy: 0 Sell: 12
Summary: STRONG SELL

RSI(14) 45.586 Neutral
STOCH(9,6) 24.107 Sell
STOCHRSI(14) 27.575 Sell
MACD(12,26) 0.001 Buy
ADX(14) 42.061 Sell
Williams %R -87.500 Oversold
CCI(14) -51.8519 Sell
ATR(14) 0.0104 High Volatility
Highs/Lows(14) -0.0043 Sell
Ultimate Oscillator 31.757 Sell
ROC -0.680 Sell
Bull/Bear Power(13) -0.0040 Sell
Buy: 1 Sell: 8 Neutral: 1
Summary: STRONG SELL

Posted by tonywong8 > 2023-02-27 09:07 | Report Abuse

Today, no impact from Call Warrant, up and down depend on fundamental

Posted by hng33 > 2023-02-27 10:26 | Report Abuse

Both YTL and YTLP are in the midst to turn bullish signal, stay tune ya

Posted by hng33 > 2023-02-27 10:33 | Report Abuse

Still need to face immediate resistance level at 76sen before can breakout high. be patient

Posted by hng33 > 2023-02-28 12:05 | Report Abuse

wonder how long cimb can still depress ytlp for its expire call warrant

Posted by hng33 > 2023-02-28 12:19 | Report Abuse

hope to breakout 76sen, lets hentam CIMB call warrant kau kau

Posted by dragon328 > 2023-02-28 13:00 | Report Abuse

CIMB call warrant will be settled based on average prices of past 5 days including today, so they may still have motive to depress it today. Tomorrow we shall see less selling.

You will have noticed that CIMB has withheld its research report on YTL Power after its good quarterly results. Guess it will only release it after today.

Posted by hng33 > 2023-02-28 13:18 | Report Abuse

thanks dragon

Posted by hng33 > 2023-02-28 13:21 | Report Abuse

We are also guided that the 45%-owned oil shale plant in Jordan could potentially commence operations under the original power purchase agreement (PPA). .....RHB research

Posted by dragon328 > 2023-02-28 15:29 | Report Abuse

That's correct unless the arbitration process yields any outcome to change the tariff


We are also guided that the 45%-owned oil shale plant in Jordan could potentially commence operations under the original power purchase agreement (PPA). .....RHB research

Posted by hng33 > 2023-02-28 16:11 | Report Abuse

add all ytlp at 74.5sen

Posted by abc333 > 2023-02-28 17:38 | Report Abuse

c23

Posted by hhhiii123 > 2023-02-28 20:49 | Report Abuse

hit 0.76 resistant again, if cannot break the price then something wrong lol

Posted by hng33 > 2023-03-01 09:31 | Report Abuse

breakout breakout breakout

Posted by hng33 > 2023-03-01 11:34 | Report Abuse

Next level is 80sen and 84sen

Posted by hng33 > 2023-03-01 15:57 | Report Abuse

added more oil to ytlp, bought all at 77.5sen

Posted by MichelleNg > 2023-03-01 16:25 | Report Abuse

Power up again....80cents coming

Posted by MichelleNg > 2023-03-01 16:27 | Report Abuse

Mother red red sales....waiting epf selling me cheaper

Posted by MichelleNg > 2023-03-01 16:44 | Report Abuse

Mother on the way to 60cents

Posted by hng33 > 2023-03-01 23:41 | Report Abuse

YTL power wholly own Wessex water in UK have published new charge rate. The following relates to the year 2023-2024 water and sewerage charge starting 1 April 2023.

Taking account of our allowed revenues, the proposed mitigations above, and latest
forecasts for consumption we expect to see typical bill increases ranging from

for household bill = 5.8% - 14.2%
for non household wholesale bill = 8.3% to 15.1%

Posted by hng33 > 2023-03-01 23:53 | Report Abuse

Please take note Wessex water new charge rate for water and sewerage new traffic rate is significant higher than hike in any previous year which range from lowest 4.1 to highest consumption 4.9% rate hike only.

but, the newer water and sewerage charge range hike wildly in accord the volume consumption, the more water usage, the higher rate charge incur up to 14.2% rate hike for household and 15.1% for wholesale non household.

Posted by hng33 > 2023-03-01 23:57 | Report Abuse

New wessex water traffic rate hike up to 14.2% for household and 15.1% for wholesale is triple hike higher than any previous rate to accommodate current high inflation rate and to Wessex compensated earlier loss. Therefore, starting April 2023, Wessex water and sewerage will record MASSIVE profit surplus forward.

Posted by goody99 > 2023-03-02 09:16 | Report Abuse

very good news. I have not followed YTLPOWER for at least 5 years. Of course it has more than just Wessex Water. Most other businesses are doing well. Looks like the good old days are back!

Posted by hng33 > 2023-03-02 09:28 | Report Abuse

https://corporate.wessexwater.co.uk/our-performance/our-charges

Posted by hng33 > 2023-03-02 09:33 | Report Abuse

With everything in line, wessex water + seraya + COD jordan power plant = Full earning recovery back to 2015. Quarterly EPS > 4sen/share, annualize EPS 16sen, dividend 10-12sen.

Remark: Multibillion green data center solar power is ADDITIONAL future EPS growth

Posted by hng33 > 2023-03-02 09:36 | Report Abuse

YTLP share price on track to return back above RM 1.50-1.80 level record in 2015 when EPS > 16sen, dividend > 10sen. Its whopping 100% gain from current market price of just 80sen

Posted by xiaochen > 2023-03-02 09:37 | Report Abuse

YTLP segment ALREADY reflected in the report
1. England Wessex: first time loss
2. PowerSeraya: outstanding performance after Tuaspring acquisition.
3. 12.5MW green hyperscale data centre in Singapore
4. YES: the only telco in Malaysia keep suffering loss from beginning until today and expected until it is been shutted down. 1HFY23, loss 155m. Likely another 150m will gone on 2H, make a total of 300m.

Posted by xiaochen > 2023-03-02 09:37 | Report Abuse

YTLP segment YET reflected in the report
1. England Wessex: new traffic rate will start on 1st of April 2023.
2. Kulai Johor 72mw data centre: on service early in 2024, this only phase one.
3. Oil shale plant in Jordan.
4. 100MW export/import contract to Singapore
5. building electric charging points (not less than 1,200 units) at Housing & Development Board carparks in Singapore.

Posted by xiaochen > 2023-03-02 09:38 | Report Abuse

Looks like the good old days WILL back soon!

Posted by xiaochen > 2023-03-02 09:45 | Report Abuse

No thanks to digital banking. I really doubt on the ability to compete of YTLP, in Malaysia.

Posted by hng33 > 2023-03-02 09:48 | Report Abuse

Digital banking JV between YTLP and Sea (listed in US, own largest online Shoppe platform) . Digital banking can accept cash deposit, interest, loan, market finance product through exiting Shoppe online platform. Light assets cost structure, but huge potential to reach financial product to everyone at anytime

Posted by hng33 > 2023-03-02 10:05 | Report Abuse

Many may claim shoppe now is no profitable due to reduce volume and logistic cost hike, but, digital banking is different business model. It involve none high cost logistic delivery, everything go online to deposit, access loan, market financial product, its 24 hour online business model, allowing everyone especially in rural area in East Msia to access banking service. With gov effort to increase 5g coverage up to 80% nationwide by 2024, online access at cheaper rate and wider area will promote further digital banking business model viability

Posted by dragon328 > 2023-03-02 10:06 | Report Abuse

Thanks hng33 for highlighting the water tariff hikes in Wessex.

Wessex contributed quarterly revenue of RM1,048 million and pretax profit of RM59 million (excluding the non-cash interest provision for index-linked bonds). If water tariffs go up by say average 10% across the board, then quarterly revenue for April-June 2023 will go up by RM104 million which will flow through to the bottom line directly assuming costs and expenses remain the same as Dec22 qtr.

Hence, quarterly pretax profit from Wessex will jump to RM163 million which is not far off from its pre-covid level of RM170-180m per quarter.

Posted by hng33 > 2023-03-02 10:12 | Report Abuse

dragon328, correct, wessex water earning recovery will increase ytlp quarterly eps by another 1.5sen on top of existing seraya eps 2.4sen = eps 3.9sen. Full contribution from jordan power plant will add additional pes 0.5sen quarterly. Therefore, conservatively, quarterly eps =4sen-4.5sen, annualize eps > 16sen, dividend > 10sen

Posted by hng33 > 2023-03-02 10:19 | Report Abuse

In summary, YTLP earning now is highly predictable and share price will react accordingly, return back eps to 2015 EPS>16sen, dividend > 10sen level will follow return bank share price back to RM 1.60 in 2015. Up 100% capital appreciation is now achievable by end of these year or early next year

Posted by hng33 > 2023-03-02 10:33 | Report Abuse

In additional, weakness in RM will boosts up further YTLP profit as all its earning kicker now derive from oversea currency denomination

1. Seraya power - Singapore, SGD = RM3.33
2. Wessex water and sewerage - UK, pound = RM 5.37
3. 465MW Shale power plant (45%) - Jordan, USD = RM 4.47 (Jordan power is USD denominated based on concession 30 year + 10 year extension)