【YTLPOWR 6742 交流专区2】楊忠礼能源

klagigi

公司的真正价值是会反映在它的股价里的，如果它不分股息那么它的股价就会上涨你要套现就把它给买出 ...
siewky 发表于 23-8-2010 10:56 AM

卖来套现？？开玩笑！！BTW,你买了收了YTL Power几久了？

nakkata

公司的真正价值是会反映在它的股价里的，如果它不分股息那么它的股价就会上涨你要套现就把它给买出 ...
siewky 发表于 23-8-2010 10:56 AM

share price of 1 listed company may be irrational...anyhow, ytlpower is still a good horse for long run

独孤球拍

公司的真正价值是会反映在它的股价里的，如果它不分股息那么它的股价就会上涨你要套现就把它给买出 ...
siewky 发表于 23-8-2010 10:56 AM

多么难的由RM2.18等到RM2.30... 坚持不卖！！　

siokae0422

我也是坚持不卖的
因为是拿来养老的

starwars

这只股我也把它当成储蓄，好过放定期嘛！几时还会派息？？？

caremeat

这只股我也把它当成储蓄，好过放定期嘛！几时还会派息？？？
starwars 发表于 25-8-2010 10:56 AM

   小的最近留意着老人股，请问这个YTLPWR最近的年派息率是多少呢？

senarsenal92

最近股息是0.15左右吧。。。diy以rm2.3的股价来算是6.52%

独孤球拍

各位大大，今天YTLP怎么啦。。。　
突然跌回了RM2.25...
这么难才爬到RM2.30...

starwars

各位大大，今天YTLP怎么啦。。。　
突然跌回了RM2.25...
这么难才爬到RM2.30...
独孤球拍 发表于 30-8-2010 11:31 PM

我也想知道为什么会跌倒RM2.25，有哪位大大可以分享吗？

独孤球拍

All wired up
-------------------------------
Today, you have broadband that is very slow. The 3G network is a voice network. It is not made for broadband. 4G is huge as the capacity is very big and WiMAX is the leading technology. Dont underestimate the 4G initiative. You will be surprised and that will thrust us into the league of countries with very high speed and capacities.
------------------------------
The Star, August 28, 2010

In an interview with StarBizWeek, YTL Corp managing director Tan Sri Francis Yeoh (pic) charts the sprawling groups strategy for all its various units going forward while he encapsulates the journey so far for the behemoth family-owned conglomerate. Below are excerpts:

SBW: What will you do with WiMAX that will be different from the rest of the pack?

Yeoh: Today, you have broadband that is very slow. The 3G network is a voice network. It is not made for broadband. 4G is huge as the capacity is very big and WiMAX is the leading technology. Dont underestimate the 4G initiative. You will be surprised and that will thrust us into the league of countries with very high speed and capacities.

How much more do you need over the next three years for the WiMAX 4G initiative?

We are investing RM2.5bil. It is not a joke. It is a big thing. We will see (how much more we would need to invest as we go forward) but it would not be as large as the initial investment. The investment by all the other player players (vendors) will be a lot more.

Why use YTL Power for the 4G initiative?

YTL Power is a utility company - it is nimble but can carry a huge project. We chose the best company to do this. We can leverage on the infrastructure and utilities. 4G is a pipe of utility, instead of supplying water or electricity, this pipe is used for IT. Whether it is good or bad it will be shown in the P&L. At the end, people will understand and they will vote with their purse.

How are investors reacting to YTL Powers move into the telecoms sector?

The test of the pudding is in the eating.

What would be the returns on the investment?

Of course with fixed deposit the returns are low. Investors expect us to give a certain rate of return. They are used to it. It is no use talking about it publicly.

What was the thinking when you ventured into the power business?

It is part of a blue ocean strategy. Why build for others? We are engineers so we can build anything to stand and there is no mystery about engineering. People may not give us credit but we can build. It is science not an art. We built the power plant in 22 months while others took 36 months. That means I received my money faster and finally listed it under the IPC (infrastructure project company).

Why do you think the IPP model is outdated?

One-client business is a jurassic model. The whole model should move straight into competition. If you can create competition in the water and telecoms sector, the same should be in the energy sector. Singapore is even introducing competition in the gas sector. That should be the way.

Are you moving more of your business out of Malaysia?

It is a lot of investment that we have put into 4G and the Government continues to be very progressive.

What is the mix of earnings between foreign and local?

In terms of profit it is 50:50 whereas for sales, it is 85% foreign and 15% local.

The Paka and Pasir Gudang power plants concession is coming to an end. Are you seeking an extension whereby you may need to reinvest?

They may not renew it. Our revenues are from outside the country. The net profit here is not much compared to Power Seraya in Singapore.

Your cost has fully depreciated for the two?

We can definitely sell cheaper power by then.

Will you sell the assets?

As far as I am concerned it is an area that is not well understood of how it should go.

Getting ready to launch the next generation

INTERCONNECTION is key but not new. What it means essentially is that all celcos and telcos need to compete to gain access to another players network. Its a universal trend and one that has been brought about by the pressures of competition.

Undoubtedly, as YTL Communications Bhd (YTL Comms) joins the league of telecommunications players, it has to deal with issues such as interconnection.

YTL Corp Bhd group managing director Tan Sri Francis Yeoh is quick to say: "I hope the telcos will keep to their word. Once that is done, our November deadline will be kept." (YTL Comms is a unit of YTL Power Bhd, in which YTL Corp has a stake.)

The group is under pressure to stick to the deadline after its July rollout was delayed. Any more delays and the market may be less forgiving.

But if they wing it and manage to carry out the nationwide roll-out, then other players may sit up and take note as that would mean competition from voice, video, mobile and broadband.

YTL is hoping to shake up the market and is presently testing the devices that will be launched with the service; network build-up is also taking place while the awareness process is going to start soon and the branding is in the works.

If it succeeds, the speed of data transmission can be over five times faster than the current 3G data speed.

"You talk about brain drain because there is no economic model to bring them. They seek better jobs outside, but with 4G, things will change.

"We will have the Ali Babas and the Googles created here. There will be a shift in the way we live, work and play," says Yeoh. He cites the example of how the emergence of Bangalore as an IT hub for India has changed the way business is conducted in India, creating enormous opportunities.

YTLs foray into the telecoms sector is by no means an accident. It had begun small from cards to live feed for the Express Rail Link. Given the smorgasbord of businesses under its umbrella, it needed the technology to integrate, manage and operate. Being in the infrastructure business, ICT was integral. It used ICT extensively for all its businesses, from power plants to restaurants and homes and even has a blog to link up the community.

"It is by no coincidence that we are in the 4G business," he reiterates.

So when WiMAX licences were up for grabs, they marched ahead to get one. The licence to operate and offer 4G services is held by YTL e- Solutions Bhd, a company listed on the ACE market. YTL e-Solutions was set up to incubate companies with the advent of ICT.

WiMAX technology is in the forefront of next generation technologies even though globally, the fight for 4G supremacy is between WiMAX and LTE (long term evolution).

"With WiMAX 4G, we could bring in efficiencies of triple (voice, data and video) play, and cost to the customer is lower. His analogy of 3G and 4G is like black and white TV and a colour TV. With the taste of colour TV, a persons demands and experience changes and he would not go back to black and white TV.

"In two years time, no one will live without triple and quad play, just like once upon a time when we did not have mobile phones. Today we cannot live without mobile phones. The whole experience will be different and this is the change in dynamics," he says.

"And dont expect it to come at cheap prices.

"It depends on the consumer and on what they want. We will be competitive." he says.

YTL Comms is investing RM2.5bil in the venture. Its partners include Cisco, Samsung, Clearwire, Intel and CGT Semiconductors. It also has tie-ups with Telekom Malaysia Bhd and Fiberail for backhaul operations.

hamajlin

看看报YTLE 更好!

siokae0422

今天2.29，算不错了啦。。。。。。

独孤球拍

各位大大，怎么还没有股息的消息呢？
不是说派息1.875 仙吗？

siokae0422

突然跑了一个2.39出来，看到了都开心

sooncy

最近股息是0.15左右吧。。。diy以rm2.3的股价来算是6.52%
senarsenal92 发表于 25-8-2010 12:43 PM

    去年派息是RM0.1313除RM2.30=5.7%

sooncy

年报内每股盈余比去年好，只是派息少了一点。

独孤球拍

突然又静了下来。。。 顶一顶！

tidoff

公司赚钱，派息降了少许。。

YTLPOWER 加油！

siokae0422

真的需要加油了，请问几时要要派息？？？

独孤球拍

真的需要加油了，请问几时要要派息？？？
siokae0422 发表于 30-9-2010 11:09 AM

说要派息RM0.01875 可是好像没消息了。。
最近股价又没什么起色。。
老人股就是老人股，要忍。。