Posted by smartly > 2013-12-05 11:16 | Report Abuse

price now seem stable but i think it will go south further when the sell trigger start again. :(

Posted by Jerry > 2013-12-05 11:17 | Report Abuse

1.95 they can buy back mils but 1.8x they failed to collect more. Think of it why :)

Posted by smartly > 2013-12-05 11:17 | Report Abuse

hng33, you cut loss already ?

Posted by hng33 > 2013-12-05 11:18 | Report Abuse

I'm cutting loss today, erode my profit as much as 15% of earlier gain in WB. Still tolerable as investment come with risk and reward.

Posted by hng33 > 2013-12-05 11:21 | Report Abuse

The scary thing is the pattern in trading is very difference compared to previous sbb in charge, now in bid and sell seem very similar in last 2 days selloff....seller will sell without q first and buyer only relatively small volume awaiting

Posted by Fat Cat Tim Buddy > 2013-12-05 11:22 | Report Abuse

those shariah-compliance board is hypocrite , dictator!

MAS provide alcohol drink = no problem , ytlpower borrow from non-islam bank = no ok

Posted by smartly > 2013-12-05 11:23 | Report Abuse

ytl much steady.

Posted by smartly > 2013-12-05 11:25 | Report Abuse

my hardwork since oct, now vanished. :(
back to where i started. zero work done.

Posted by DtheOne > 2013-12-05 11:29 | Report Abuse

decrease q3 profit on ytlp may be the issue.. rather than shariah compliance, price target has decrease too for ytlp

Posted by hng33 > 2013-12-05 11:29 | Report Abuse

Being non shariah compliance could be big issue for YTLP. Lets look back its shareholding

1. EPF: 6.51%
2. ASB: 4.35%
3. Value Cap: 3.47%
4. Kumpulan Wang Persaraan: 3.19%
5. LTH: 1.99%
6. ASM: 1.18%
7. ASD: 0.94%
8. AS1M: 0.82%
9. Wawasan 2020: 0.80%

In summary:
GLC (EPF + Kumpulan Wang Persaraan) = 9.7%
Fund under PNB management (ASB, Value cap + ASM etc): 11.56%
LTH: 1.99%

Posted by smartly > 2013-12-05 11:34 | Report Abuse

i think it is just temporary set back.

Posted by DtheOne > 2013-12-05 11:34 | Report Abuse

compare history with simillar quarter profit decrease on airasia q2, it has substantially damage it. earning may be sustained but profit is largely decreased and affected on ytlp.

Posted by smartly > 2013-12-05 11:35 | Report Abuse

premium of son still very high.

Posted by leek > 2013-12-05 11:40 | Report Abuse

YTL will be affected... why EPF also selling YTL now?

Posted by hng33 > 2013-12-05 11:42 | Report Abuse

The only possible catalyst now is YTLP award 3B project. But now YTLP is also facing non compliance issue in 3b for its subcontractor qualification even won at lowest bid. I think 1MBD could exploit opportunity to take over YTLP as second lowest bid which is need to boost its confident and prepare for next year IPO. The rfinal result will be out very soon, lets hope for the best for YTLP based on its merit.

Posted by DtheOne > 2013-12-05 11:43 | Report Abuse

go to company announcement on ytl dated 4 dec 2013, it has acquired more on ytl

http://klse.i3investor.com/servlets/stk/announce/4677.jsp

Posted by hng33 > 2013-12-05 11:44 | Report Abuse

YTL is still shariah compliance despite the fact that most of its debt/cash is in actual incur by YTLP

Posted by DtheOne > 2013-12-05 11:46 | Report Abuse

should look at 3 dec 2013 company announcement too on ytl, epf keeps acquiring.

Posted by hng33 > 2013-12-05 11:48 | Report Abuse

EPF strategy on YTL is sell low buy high ......sell a lot when YTL trade at 1.50-1.54, but buyback a lot also when YTL share trade above 1.60

Posted by DtheOne > 2013-12-05 11:50 | Report Abuse

invest on research rather than speculation. TA is ok but FA greatly affects a company..earning results are the key on value investment

Posted by leek > 2013-12-05 12:03 | Report Abuse

On 4 Dec epf start to sell YTL

Posted by smartly > 2013-12-05 12:04 | Report Abuse

son fight back.

Posted by DtheOne > 2013-12-05 12:06 | Report Abuse

acquired means buy and disposed means sell, epf bought alot on ytl recently, pls read carefully :)

Posted by andychucky28 > 2013-12-05 12:07 | Report Abuse

Thats why you guys do not know about the trade. EPF sells low to their crony and buy high from their crony so that their crony can earn lar. After all EPF money is still your money right?

Posted by hng33 > 2013-12-05 12:12 | Report Abuse

Rebound back, Good for those still holding.

Posted by leek > 2013-12-05 12:14 | Report Abuse

Lolz

Posted by sklyte > 2013-12-05 12:21 | Report Abuse

10,000 schools. Let say 4,000 tower built in school compound. The present rental rate is 1,500 per month. One year is 18,000 ringgit rental per tower. So 4,000tower x 18,000 equal to 72million. This amount is big saving for ytlpower telco co. Maxis at present is paying about 2k per tower per month n they are working to cut down rentals on tower!

Posted by smartly > 2013-12-05 12:30 | Report Abuse

when mum still hanging, son run up. make no sense.
this is just...

Posted by leek > 2013-12-05 12:33 | Report Abuse

Awesome

Posted by hng33 > 2013-12-05 12:37 | Report Abuse

Agreed, That is reason why Yes mobile broadband is expect to breakeven sooner than expected within 5 year from launched.

However, here is more intimate issue of non shariah compliance, which will lead to drastic shareholding change....The total collective stake for GLC (EPF + Kumpulan Wang Persaraan = 9.7%); Fund under PNB management (ASB, Value cap + ASM etc 11.56%) and LTH: 1.99%, give rise to 23.25% in YTLP.

Under minimum scenario, only affect LTH, but under maximum scenario, it could affect entire GLC and fund under PNB if they decided to follow shariah rules.

Posted by gark > 2013-12-05 12:39 | Report Abuse

sbb back in action!

Posted by smartly > 2013-12-05 12:43 | Report Abuse

this sbb does not create power anymore with less than 2% to acquire.
cancellation must come in for another 10% sbb.

Posted by gark > 2013-12-05 12:45 | Report Abuse

i believe they will opt to cancel, they have nothing to lose all shareholders gain.

Posted by leek > 2013-12-05 13:24 | Report Abuse

Sbb really back?

Posted by kolim13 > 2013-12-05 13:52 | Report Abuse

Next week will cancel buy back share ?????

Posted by smartly > 2013-12-05 16:24 | Report Abuse

saw post at other forum, ytlp maybe reclassify as KLCI candidate.

Posted by hng33 > 2013-12-05 16:28 | Report Abuse

Ya, the-edge quoted RHB research either YTLP or Bumi Armanda could be re-enter as KLCL component next week. However, we know the major driving for YTLP recently is from aggressive sbb, if sbb lack of momentum or even stop for whoever reason, YTLP share could overhang especially LTH 1.99% must dispose due to non shariah compliance

Posted by hng33 > 2013-12-05 16:30 | Report Abuse

Lets wait and see whether YTLP sbb indeed perform today and at what percentage volume trading.

Posted by titus > 2013-12-05 16:33 | Report Abuse

by the way, anyone using maybank trading here. Seem like pass few days the annoucement summary on share buy back, changes of shareholder and financial report is not updated to date. Anyone face the same problem?

Posted by smartly > 2013-12-05 16:37 | Report Abuse

look like there is support for ytlp at 1.79.

Posted by leek > 2013-12-05 16:46 | Report Abuse

KLCI also looks koyaking already.

Posted by leek > 2013-12-05 16:56 | Report Abuse

More worries if it closes at 1.80 or 1.79...

Posted by Fat Cat Tim Buddy > 2013-12-05 17:19 | Report Abuse

i also done some hardwork on ytlpower , who know.. it will become like now, weaker sbb, seller aggressive >.<

i think im quite lucky in one sense, escaping the CJ , and sold all my wb yesterday, in the end still get away... although with a half slashed profit, its still better than getting away with loss la...

Posted by leek > 2013-12-05 17:48 | Report Abuse

Erm... u drama or?

Posted by Fat Cat Tim Buddy > 2013-12-05 17:51 | Report Abuse

how bout u leek? how much u untung?

Posted by leek > 2013-12-05 17:55 | Report Abuse

I could have untung a proton saga... now only get a cheapest viva...

Posted by leek > 2013-12-05 18:04 | Report Abuse

Paper profit not much since I bought in high price

Posted by gark > 2013-12-05 18:19 | Report Abuse

sbb buy 3.2415 mil shares at 1.78 to 1.81 at total 60% of traded volume to 8.09%

looks like sbb back to defend the share price liao...

Posted by leek > 2013-12-05 18:21 | Report Abuse

Very scary... dunno when they will dump the shares...

Posted by leek > 2013-12-05 18:30 | Report Abuse

Klci volume very small today.... something bad gonna happen?