Posted by hng33 > 2013-09-18 12:32 | Report Abuse

As usual, YTLP is slow in morning session, expect more momentum in the afternoon session especially after 4pm.

Posted by Jerry > 2013-09-18 12:35 | Report Abuse

.... what momentum, share buy back only lah. no buy back see got momentum boh

Posted by smartly > 2013-09-18 14:38 | Report Abuse

Ah, Lai Liao, Kick Lai Liao.

hng33, concur with u.

Posted by hng33 > 2013-09-18 15:05 | Report Abuse

Well, if you have holding power, just hold YTLP/YTLP-WB for 2-3 month, i'm confident, the reward will be very handsome.

Posted by smartly > 2013-09-18 15:22 | Report Abuse

seem they can't meet 8m buy back target today.

Posted by hng33 > 2013-09-18 16:03 | Report Abuse

More active now after 4 pm

Posted by hng33 > 2013-09-18 16:04 | Report Abuse

Power upppppppppppppppppppppppppppppppppppppppp

Posted by JTFX > 2013-09-18 16:10 | Report Abuse

slow n steady loh...1-2 cts every day..pull up the wb....

Posted by smartly > 2013-09-18 16:19 | Report Abuse

most likely will close 1.76.

ytlp-wb will close 0.505.

Posted by Jerry > 2013-09-18 16:53 | Report Abuse

maximum share buy back price 1.750 :D, thats the highest so far. i believe is the limit they willing to pay.

Posted by smartly > 2013-09-18 17:08 | Report Abuse

today son better than mama. :p

Posted by hng33 > 2013-09-18 17:11 | Report Abuse

Must give opportunity for WB to catch up mum, and close the gap.

Posted by Penang Ran > 2013-09-18 17:12 | Report Abuse

hi Jerry, how do you get to know the max they bought is 1.75? Can you share it ?

Posted by hng33 > 2013-09-18 17:28 | Report Abuse

I think today YTLP buyback share range from 1.74-1.76, with average more than 1.75, let see the official posting by YTLP later

Posted by smartly > 2013-09-18 17:47 | Report Abuse

today done 4m nia. range from 1.73 to 1.77.

Posted by smartly > 2013-09-18 17:51 | Report Abuse

this buy back information so good loh, can know on the same day.
some other counters only know after a few days.
good.

Posted by hng33 > 2013-09-18 17:57 | Report Abuse

Average buyback price at RM 1.76, further increase 0.07% stake, accumulate to 1.03% in treasury.

Posted by jj888 > 2013-09-18 19:59 | Report Abuse

hng33, any reason why EPF keeps dumping YTL and YTLP?

Posted by JTFX > 2013-09-18 20:04 | Report Abuse

hng, time to cut n paste agn...LoL

Posted by Jerry > 2013-09-18 20:48 | Report Abuse

look at the last minute q, not much selling @1.75-1.76,but ytlp only q at 1.75. i think max. price reached already.

Posted by THW5594 > 2013-09-19 07:13 | Report Abuse

Enjoy today. DJI shot 150 pts on QE3 tapering concern eased.

Posted by JTFX > 2013-09-19 07:43 | Report Abuse

Asian shares jump, yields & dollar fall as Fed stuns..Asian shares and currencies looked set to surge on Thursday after the U.S. Federal Reserve stunned markets and decided not to taper its asset-buying program...
Lets see if the KLCI can break the 1820 by next week.....

Posted by hng33 > 2013-09-19 08:38 | Report Abuse

Jerry

Lets wait and see, i bet YTLP will eventually trade at and above RM 2.00 by end of these year.

Posted by Jerry > 2013-09-19 08:42 | Report Abuse

end of ( these) year? walao, how many years gonna take?

Posted by hng33 > 2013-09-19 08:42 | Report Abuse

JTFX

If can't wait and eager to realize paper profit, please go ahead. After all, it all depend on individual risk profile.

Posted by hng33 > 2013-09-19 08:46 | Report Abuse

jj888

YTLP stop paying quarterly dividend, EPF as fund seeking for income may find it unsuitable to hold too substantial stake, already cut down stake from 9.9% to current 6.9%. Another reason could be due to assets reallocation, venture to oversea market

Posted by JTFX > 2013-09-19 08:47 | Report Abuse

hng..alrdy sold some at 0.50..since my avg is ard 0.415..now with Fed no taper, just sit on the balance n watch whether can crack 0.55 first....good luck...

Posted by miketyu > 2013-09-19 09:50 | Report Abuse

Islamic fund is going to sell down this counter as it has debt to asset ratio more than 33% Selldown expected in Nov or Dec 13

Posted by titus > 2013-09-19 10:05 | Report Abuse

1bestarinet complete ahead of time & within budget. Weaker ringgit = higher oversea revenue. Seem all good.

Posted by Jerry > 2013-09-19 10:23 | Report Abuse

The good part is ytlp share buy back @1.75, i believe thats the maximum. thus its a strongest support there. Now we can only wait the trend/good news to come.

Posted by hng33 > 2013-09-19 10:24 | Report Abuse

The major catalyst will be come from Wimax Yes + 1Bestarinet. The moment these division turnaround, all analyst will shout to upgrade YTLP to 'strong Buy'. In the meantime, YTLP will continue derive steady earning from

100% local IPP
(risk: more amortization as plant expire in 2015; fully provision will be made by end of the tenure. These power plant likely continue operation even without power agreement as Gov may continue buy power but at lower rate, profit margin will drop to single digit form current double digit)

20% PT Power Indonesian
(Recent Power traffic hike, no sure impact on power generator. However, earning is dominated in US dollar, stronger currency translate into higher earning in RM)

100% Power Seraya
(risk: increase power supply, increase competition, decrease profit margin, but stronger Sing dollar could mitigate earning erosion.

100% Wesses water
(water traffic hike, stronger pound vs. RM, positive impact on earning)

33.5% ElectraNet
(power transmission traffic hike, positive impact on earning)

Posted by babu > 2013-09-19 10:24 | Report Abuse

@miketyu, how you know ? can link us to source ?

Posted by hng33 > 2013-09-19 10:27 | Report Abuse

miketyu

Lets compared current and 3 year ago YTL balance sheet to reexamine its financial strength after it start venture into Wimax.

2010 (2013)

Non current assets: 23,407 (25,606)
Current asset: 9,473 (13,769)
Cash: 6,638 (10,925)
Total asset : 32,880 (39,375)
Total equity: 6,956 (10,184)

Non current liab: 21,181 (23,940)
Current liab: 4,742 (5,249
LT Borrowing+ bond: 18,233 (20,908)
Current borrowing: 2,32 (2,56)
Total Liab: 25,923 (29,190)

Net Asset per share: 1.00 (1.36)

Financial ratio:

1. Net Gearing : 2.95 (2.30)
2. Current ratio: 1.998 (2.62)
3. Cash ratio: 1.40 (2.08)
4. Debt ratio: 0.788 (0.741)
5. Debt/equity ratio: 3.726 (2.866)

Valuation

1. Share price/book: 2.27 (1.205)
2. PE: 12.1x (10.9x)
3. DY: 13.13sen (nil)
4. Yield : 5.8% (nil)

(Remark: YTLP share price on 2 Aug 2010 was RM 2.27; annualized EPS 18.66sen vs. current share price RM 1.74; annualized EPS=15sen)

Posted by hng33 > 2013-09-19 10:42 | Report Abuse

Published: Thursday September 19, 2013 MYT 12:00:00 AM
Updated: Thursday September 19, 2013 MYT 7:16:51 AM

1BestariNet completed

KUALA LUMPUR: Red Hat Inc and YTL Communications Sdn Bhd have completed the cloud platform for e-learning in schools under the 1BestariNet project six months ahead of schedule.

Red Hat said the scalable, cost-effective cloud platform service was also completed within budget, while achieving a lower cost of ownership and reducing project risks.

“With Red Hat’s open source solutions, virtual learning environments for 10,000 schools were built and deployed within the first six months of the project,” it said


Remarks: Red Hat Inc, an American-based software company that provides open-source software products. Steven Rosen, director of IT, YTL Communications Sdn Bhd, said by leveraging on Red Hat's open source solution, the group was able to reduce cost without sacrificing liability and efficiency.YTL Communications Sdn Bhd, a subsidiary of YTL Power International Bhd, is one of the biggest clients for Red Hat in Malaysia.

Posted by pineapple > 2013-09-19 11:07 | Report Abuse

Good info.

Posted by smartly > 2013-09-19 11:08 | Report Abuse

Red Hat's open source.... come free is it ?

Posted by miketyu > 2013-09-19 11:13 | Report Abuse

http://klse.i3investor.com/blogs/kltrader/37013.jsp
Ytlp is a great counter who earns millions but never reward its shareholders. But according to this report, starting november 13 fund manager is going to align their portfolios to the new stock selection due to its debt/asset ratio > 33%. I wouldn't take the risk at the moment. Take profit first and wait for next round.

Posted by hng33 > 2013-09-19 11:14 | Report Abuse

Red Hat's open source.... come free is it ?

Of course, Red Hat will charge for maintenance fee.

Posted by hng33 > 2013-09-19 11:18 | Report Abuse

miketyu

You must understand YTLP business model. It is concessionaire base stock, incurring huge debt to buy fixed assets and derive stream income from these assets to gradually payback debt over longer term.

Posted by smartly > 2013-09-19 11:27 | Report Abuse

Red Hat = Android ?
both also open source.

Posted by smartly > 2013-09-19 11:31 | Report Abuse

in term of %, ytlp-wb 0.005c up is higher than ytlp's 1c up.

go for wb !!!

no sign of buy back as yet.

Posted by babu > 2013-09-19 12:54 | Report Abuse

@miketyu, thanks for the link - does this seems like the most compelling reason that EPF is selling so much of YTLP because this is soon-to-be non Shariah compliant stock ?

Posted by smartly > 2013-09-19 14:15 | Report Abuse

sign of going up further.
soon will reach 1.80.

Posted by titus > 2013-09-19 14:44 | Report Abuse

if that the reason on why epf is selling, then we should be buying more. With current disposal of epf, it is well supported by the share buy back. If ytlp make itself to be shariah compliant stk, there will be a rush to buy it back. I only have a shallow knowledge about stock and not sure how easy or tough to be shariah compliant but we can't denied possibilities of it happening.

Posted by hng33 > 2013-09-19 15:33 | Report Abuse

Jerry

YTLP buyback just engulf all at 1.77

Posted by smartly > 2013-09-19 15:37 | Report Abuse

ah....Lai Liao, Kick Lai Liao....

Posted by smartly > 2013-09-19 15:50 | Report Abuse

today buy back range from 1.76 - 1.77

Posted by Jerry > 2013-09-19 15:52 | Report Abuse

sure or not? later see annoucement :P

Posted by smartly > 2013-09-19 15:54 | Report Abuse

after 4pm, expect buy back kick in more.
may touch 1.78.

Posted by hng33 > 2013-09-19 16:53 | Report Abuse

Jerry

100% sure, YTLP buyback at 1.77 now with BIG volume still q waiting for seller