Posted by RTA09391 > 2023-08-29 15:25 | Report Abuse

Hold until declare bonus issue

Posted by ATCSLIN > 2023-08-29 15:57 | Report Abuse

will do

Posted by speakup > 2023-08-29 15:58 | Report Abuse

This stock dah cornered

Posted by pang72 > 2023-08-29 15:59 | Report Abuse

pang72

It may go higher 2.20 to 2.40
Then. Back to 2.20..



16 hours ago


YTLPOWER/YTL GO UP BE A ROUTINE JOB DAILY LIKE GLOVE MANIA PAST 3 YEARS..

Posted by jenson68 > 2023-08-29 16:00 | Report Abuse

Haha … TP 2.15 hit !! Congrats

Posted by pang72 > 2023-08-29 16:00 | Report Abuse

speakup

This stock dah cornered

1 minute ago

YES! GLOVE MANIA 2.0 IN YTL

Posted by pang72 > 2023-08-29 16:01 | Report Abuse

Interesting to see Facebook Live if any later "JUST BUY, DON'T ASK" copy from GLOVE MANIA 名言

Posted by paktua73 > 2023-08-29 16:05 |

Post removed.Why?

Posted by RTA09391 > 2023-08-29 16:44 | Report Abuse

Another supermax in the making

Posted by sasword > 2023-08-29 17:18 | Report Abuse

Yeah will reach RM100 just like top glove in your very wet dream

Posted by RTA09391 > 2023-08-29 17:34 | Report Abuse

Hopefully will reach rm2.75 next year

Posted by OnTime > 2023-08-29 17:45 | Report Abuse

this company is as solid as a rock

Posted by investor2021trading > 2023-08-29 18:21 | Report Abuse

can afford to buy a cow but cannot afford to buy a rope (cable)!

Posted by jeffchan1901 > 2023-08-29 20:24 | Report Abuse

Haha all those who sold off all to make small buck must really need the money. Good luck. Meanwhile I am enjoying my close to 9% ADY.

Posted by Ravi Kumar > 2023-08-29 20:29 | Report Abuse

9%????? LOL

Posted by pang72 > 2023-08-29 20:54 | Report Abuse

sasword

Yeah will reach RM100 just like top glove in your very wet dream

3 hours ago

DONOT NEED RM100 OF WET DREAM..
LOGIGAL ACHIEVABLE TARGET PE10 RM4. 00 IS 98% GAIN FROM 2.15!!!

Posted by pang72 > 2023-08-29 20:57 | Report Abuse

People bought in rm1 will hv 400% gain
People bought in rm2 will hv 100% gain.
Warren buffet has 24% long term gain..

YOU HV 100% IS BEATING EVERYBODY IN THE WORLD

Posted by OnTime > 2023-08-30 08:40 | Report Abuse

爱拼才会赢

Posted by dragon328 > 2023-08-30 09:17 | Report Abuse

YTLPower Yes 5G unveiled its Pakej 5G Rahmah plans yesterday, which is priced at RM35/month for 100GB 5G data and unlimited calls with RM240 5G phone bundle.

This is even better than the government's rahmah plan of RM60/month for 60GB 5G data.

With these unbeatable 5G plans, Yes will be able to quickly grab market share to achieve a critical mass to support its expansion plan.

With an average of RM60/month (a mix of RM98, RM58 and RM35/mth), Yes would be able to achieve revenue of
RM60/mth x 12 x 1m = RM720 million a year

At an assumed EBITDA margin of 35%, Yes would contribute EBITDA of RM250 million a year to YTLPower for 1 million 5G subscribers, and RM500 million a year for 2 million 5G subscribers.

Posted by Ran271221 > 2023-08-30 09:23 | Report Abuse

Robert Kuok kata kalau takut, tak akan jadi kaya. Lagi pun harganya berasas kukuh.

Posted by pang72 > 2023-08-30 09:31 | Report Abuse

Tak ada takut..
Takut duit tak Cukup untuk sialang...

Posted by faiz > 2023-08-30 10:05 | Report Abuse

KUALA LUMPUR (Aug 29): Malaysia sees as much as RM6 billion worth of investments from now to 2040 to improve energy efficiency, as it aims to achieve an average of 21% energy savings by 2040 under the National Energy Transition Roadmap (NETR).

Posted by faiz > 2023-08-30 10:05 | Report Abuse

This is on top of the RM7 billion targeted to retrofit government buildings to be more energy efficient by the same timeline, according to the NETR Phase Two report.
Investments for both smart devices installation and government building retrofit are targeted at RM2 billion each as at 2030, the report said.
By 2040, the energy savings target is set at 15% for the residential sector, as opposed to 22% for the commercial and industrial (C&I) sector.

Posted by faiz > 2023-08-30 10:05 | Report Abuse

The targets mark a significant leap from the goals previously declared in the National Energy Policy 2022-2040 at 10% for residential and 11% for C&I by 2040,” the report said.
Energy efficiency — using less energy for more productivity — is one of the key components in Malaysia’s energy transition agenda, to provide headroom for the power generation segment to pivot from its current dependence on fossil fuel plants to renewable energy.
The government previously announced plans to table the Energy Efficiency and Conservation Act in the Parliament by the end of this year.

Posted by faiz > 2023-08-30 10:06 | Report Abuse

Major retrofit for government buildings to enhance energy efficiency
In the NETR, among the levers identified in relation with energy efficiency are mandatory audits for larger C&I buildings, establishment of green building codes for energy-intensive buildings, and the major energy efficiency retrofit initiative among government buildings.

Posted by faiz > 2023-08-30 10:06 | Report Abuse

Prime Minister Datuk Seri Anwar Ibrahim, when launching the NETR, said the “major retrofit programme” for government buildings will see the development of an energy service companies (ESCO) platform to connect small and medium enterprise ESCOs with government projects.

Posted by faiz > 2023-08-30 10:06 | Report Abuse

Malaysia to invest RM13b by 2040 to improve energy efficiency

Posted by jenson68 > 2023-08-30 11:17 | Report Abuse

Relax & hold tight !!

Posted by dragon328 > 2023-08-30 12:43 | Report Abuse

@faiz, yes the newly released NETR has set very ambitious goals. Of note is the projected new installation of solar power as per following timeline:
2023-2030 - 7,000MW
2030-2040 - 27,000MW
2040-2050 - 57,000MW

This is mind-blogging target as it expects a total of 91,000MW of new solar power installation over next 27 years. Just look at the capex requirements - 7,000MW solar PV by 2030 will require investments of RM21 billion minimum and 27,000MW in next decade will require investments of RM81 billion minimum. Who has the financial power to install so much solar power??

Tenaga of course has the financial power but Tenaga just announced it will invest some RM90 billion over next few years to upgrade the national power grid. How much more capital or new funding can Tenaga raise? Tenaga already had net gearing of over 70% and net debt of over RM50 billion as of 31 Dec 2022.

For comparison, YTL Power had some RM1.0-2.0 billion net cash at the holding company level and has over RM2.5 billion of operating cashflows every year from FY2024.

From the projected 7,000MW solar PV new installation required by 2030, I would expect YTL Power to bag some 1,000MW at least. At low teen IRR, such a 1,000MW solar PV project would contribute some RM350 million of EBITDA a year to YTL Power.

Posted by dragon328 > 2023-08-30 12:48 | Report Abuse

Installation of 1,000MW solar PV will require capex of some RM3.0 billion (excluding land cost). Assuming 80% gearing, such a project will require equity investment of RM600 million.

As projected above, YTLP will have over RM2.5 billion of operating cashflows a year from FY2024, assuming dividend payouts of 15 sen or RM1.2 billion a year, YTLP will have no issue of funding a 1,000MW solar PV farm every year for next 2-3 years.

Posted by ATCSLIN > 2023-08-30 13:19 | Report Abuse

@dragon328, thanks again for the information, really appreciate it

Posted by cgtan2020 > 2023-08-30 13:40 | Report Abuse

@dragon328 how do you come out with the net cash position of RM1.0 to 2B for holding company?

Posted by dragon328 > 2023-08-30 14:56 | Report Abuse

@cgtan2020, please see calculations below which I did in last May on YTL Power's net cash position. There has not been much difference in YTLP balance sheet since then except for the increase in gross cash holdings after the disposal of Electranet.

Cash holdings and Debts

YTL Power disposed off its 35% stakes in Electranet Australia for RM3.05 billion in Feb 2022. This effectively turns YTL Power into a nett cash company at the holding level.

Investors may be deterred by purely looking at the massive debts at YTL Power’s balance sheet. These debts are high as YTL Power consolidates debts of various subsidiaries which are mostly ring fenced at the subsidiary level. For instance, Jordan Attarat Power may have total borrowings of USD1,500 million and YTLPI may have consolidated RM2.7 billion of debts in its balance sheet. But this debt is fully ring fenced at the project company level Attarat Power, meaning that any default at Attarat Power will not cause any cross default nor have any repercussion to YTL Power level. These debts will be serviced solely by Attarat Power with its own operating cash flows and YTL Power will not need to pump in any money to help servicing the borrowings there.

As of 31 Dec 2021, YTL Power has total debts of RM30.8 billion on its balance sheet and gross cash holdings of RM10.3 billion, hence nett debt of RM20.5 billion. An estimated RM12.8 billion of nett debts sit in Wessex Waters company level, RM6.0 billion in PowerSeraya, RM2.7 billion in Attarat Power. PowerSeraya may have cash of SGD200 million and Attarat Power USD300m. Hence, after we remove nett debts ring fenced at subsidiary level, YTLPI actually may have nett debts of RM20.5b – 12.8 – (6.0 – 0.6) – (2.7 – 1.2) = RM0.8 billion. This is lower than the estimated nett debt of RM1.1 billion by Maybank analyst and RM7.4 billion by CIMB analyst.

After the disposal of Electranet for RM3.05 billion, YTL Power will turn to a nett cash position at holding level with estimated nett cash of RM2.2 billion or 27 sen per share.

Posted by dragon328 > 2023-08-30 15:04 | Report Abuse

and some further differences in debt amounts due to exchange rate fluctuations:

Wessex debt of 2.3b pounds has become RM13.8 billion at 1 pound = RM6.00 now compared to RM5.50 last year
Jordan debt of US$1.5b has become RM3.0 billion at USD1.00 = RM4.55 now compared to RM4.10 last year
PowerSeraya debt of SGD2.0 billion has become RM6.8 billion at SGD1.00 = RM3.40 now compared to RM3.05 last year

So total debts at these 3 assets level have gone up by RM2.1 billion in ringgit terms, but YTLP has since seen few hundred million of ringgit of operating cashflows (say RM700m) since Dec 2021, so its net cash position has become

RM2.2bn (last May) - RM2.1bn + RM700m = RM800 million very roughly

Posted by dragon328 > 2023-08-30 15:08 | Report Abuse

You can check back a The Star news last year where the paper interviewed YTLP executive director Dato' Yeoh after the disposal of Electranet. Dato' Yeoh confirmed that the company would be in net cash position at the holding company level after the completion of Electranet disposal.

Posted by Attaaaaaack > 2023-08-30 15:20 | Report Abuse

Hi all, its time for the largest automotive company [SIME DARBY BHD ( 4197 ) ] to take off soon with 10cents dividend declared...... come join us to make profit together😎

Posted by cgtan2020 > 2023-08-30 16:06 | Report Abuse

@dragon328 thank you for the explanation.

Posted by Penang_lang > 2023-08-30 16:33 | Report Abuse

Francis Yeoh dumping? Why both YTL Power and YTL drop? Bursa news come later not immediate.

Posted by PresidentLOL > 2023-08-30 16:43 | Report Abuse

chill ytlp is a good counter itself with super good fundamental core business. only drop 2-3% ah. where as ytl is being carried by ytlp only. obviously ytl will drop alot more than ytlp. hehehehehehe.

Posted by Ravi Kumar > 2023-08-30 17:07 | Report Abuse

Better still Old Man Yeoh selling from the grave.

Penang_lang

Francis Yeoh dumping? Why both YTL Power and YTL drop? Bursa news come later not immediate.

30 minutes ago

Posted by dragon328 > 2023-08-30 17:45 | Report Abuse

Last minute a big fund buying up 3 million shares of YTLPower, trying to push it to close at 2.18 but some retailer chicks took profit and pushed it to close at 2.14.

Anyway, the profit taking on YTLPower seems to be over after almost 30m shares came out today on T+3 from last Friday huge 73m volume. Hold tight.

Posted by Kicapmanis > 2023-08-30 18:07 | Report Abuse

Hope to see more profit taking on friday .. seeking opportunity to add below 2

Posted by probability > 2023-08-30 18:41 | Report Abuse

YTLP was actually not even correcting if not because of YTL which was intentionally brought down for the married deal (70M) transaction at 1.57...

the fundamentals are simply too strong for YTLP

Posted by qwerty12 > 2023-08-30 19:01 | Report Abuse

should be safe ish until 2.5-2.6 this year.

Posted by PureBULL ... > 2023-08-31 14:45 | Report Abuse

the stock theme now on KLSE is:

ROBBING.SIN THEME.PLAY

lead by ytlpower
1st in Value.Investing as SIN power producer with increasing ASP per kw hr in big SIN dollar, in this HOT spell
n next
as Growth.Investing

with its 1,500 acres of SOLAR RE farm in Skulai = a huge clean green 500 MW RE n
in property as DATA centre to attract n relocate giant tech co in SIN.
it will be a reverse employment for foreigners with flat rate 15% income tax by staying in Forest City only!

Posted by Kicapmanis > 2023-08-31 19:44 | Report Abuse

Im sorry but i missed the 2020 TG and harta boom and downfall. I assumed the cause of it is the rapid expansion during pandemic and subsequently the demand of product ease..the oversupply and inventory eat up their profits? How fast the euphoric phase lasted ..do all retail investors manage to get out and make profit?

Posted by speakup > 2023-08-31 20:41 | Report Abuse

@PureBULL ...
what exactly are u trying to say? are u trying to say Ytlpower will crash like Topglove or what? pls say straight

Posted by Ravi Kumar > 2023-08-31 20:46 | Report Abuse

TG and glove counters went up because panic buying and lack of production capacity. Once vaccine announced it was game over plus subsequent variants was less dangerous so what is the correlation? Pure BS like it

@PureBULL ...
what exactly are u trying to say? are u trying to say Ytlpower will crash like Topglove or what? pls say straight

3 minutes ago

Posted by OnTime > 2023-09-01 08:42 | Report Abuse

glove was a one trick pony. this is an entirely different (multifaceted) animal.

Posted by speakup > 2023-09-01 09:15 | Report Abuse

funny got ppl trying to equate Ytlpower to Topglove