【YTLPOWR 6742 交流专区2】楊忠礼能源

wwloon32

买多点资产吧……然后资产泡沫。
到我们年老时，公司的bond应该还清了。
那时是2050年，如果bond到期后没更新或再融资的话。

或许，这笔钱到我们的孙子接手时才会还清。
不过，肯定的是，如果YTL Power主席还活着，他应该是世界上最年长的人了。

美丽新世界

原帖由 wwloon32 于 2-12-2008 21:58 发表
买多点资产吧……然后资产泡沫。
到我们年老时，公司的bond应该还清了。
那时是2050年，如果bond到期后没更新或再融资的话。

或许，这笔钱到我们的孙子接手时才会还清。
不过，肯定的是，如果YTL Power主席还活 ...

也对，YTL Power的负债又加了大约2。5 B，
总负债达24。0 B

wwloon32

原帖由 美丽新世界 于 2-12-2008 09:58 PM 发表
Tuas power----2800 MW出售 42 亿新币
每MW 售价 150 万新币,

Senoko发电厂---3300MW出售 39.73 亿新币
每MW 售价 120.4 万新币,

Power seraya---3100MW出售 38 亿新币
每MW 售价 122.6 万新币,

但到了2 ...

翻看Wessex Water的资料，就知道这些买卖已经不值钱。
当初，YTL Power由Enron购买Wessex Water时，净资产（如果没记错）是12亿英镑。
如今，5、6年过去了，Wessex Water净资产是18亿英镑。
这种通货膨胀式的成长，不见得好去哪里，而且，水费却一直提高，盈利却没显著改善。
债券却一直增加当中（当然，各位，长期债务使帐目很漂亮，bond一直更新）。

Doreamo

原帖由 Doreamo 于 26-11-2008 03:36 PM 发表
是不是 SERAYA 有转机 ？

竟然给我讲中 !
可是没有加码 !

红龙

辛好才卖了一点点。。。

klagigi

YTL BUYS TEMASEK'S POWERSERAYA FOR S$3.8 BILLION
SINGAPORE, Dec 2 (Bernama) -- Temasek Holdings today announced that it had sold the third and last power generation company in its stable, PowerSeraya Ltd, to Malaysia’s leading power company YTL Power International Bhd for S$3.8 billion.

ThXXXXX said it had signed a share purchase agreement this evening with Sabre Energy Industries Pte Ltd, a wholly-owned subsidiary of YTL Power International for the 100 percent sale of its wholly-owned PowerSeraya Ltd.

Sabre Energy will pay S$3.6 billion in aggregate consideration and assume S$201 million of adjusted net debt of PowerSeraya Ltd as at March 31 of this year.

The transaction is expected to bXXXXXed by early next year, Temasek Investment Director Gwendel Tung said in a statement tonight.

Last week, Tung announced that Temasek had stopped the tender process for the sale of the power generation company in light of the market conditions then.

"After we stopped the tender process last week, YTL Power International put forward an unsolicited proposal which met our requirements," she said.

"We are pleased with the successful outcome of the PowerSeraya divestment," Tung said, adding that YTL Power International was an established industry player with a strong track record in power investments, both in Malaysia and internationally.

She said Temasek was confident that YTL’s expertise and experience would add significant value to Singapore's electricity market and PowerSeraya in particular.

Commenting on the acquisition, YTL Power managing director Tan Sri Francis Yeoh said thXXXXX was glad to have had the opportunity to acquire PowerSeraya.

"The 3,100 megawatts power station operated by PowerSeraya will give us significant participation in the Singapore energy market.

"Its attraction lies both in its strong position in the energy market and its complementary multi-utility business," he said.

Yeoh said YTL Power, through its wholly owned subsidiary, Wessex Water in the UK, had considerable expertise in the water sector and the acquisition of PowerSeraya would enable YTL to grow its utility business in the region.

Temasek had earlier sold its two other power generation companies, Senoko Power Ltd and Tuas Power Ltd under its divestment plan announced in July last year.--BERNAMA

[ 本帖最后由 klagigi 于 2-12-2008 11:20 PM 编辑 ]

红龙

DBS Bank Ltd is providing S$2.25bil of credit facilities to YTL Power to partially fund the purchase.

S3.8bil－S2.25bil=S1.55（RM3.69Bbil）

RM9.5bil－RM3.69Bil=RM5.81bil

还有CASH RM58亿，不知又要买What

cschiaw

楊忠禮能源斥90.5億
收購獅城西拉雅能源
（吉隆坡2日訊）楊忠禮能源（YTLPOWR，6742，主板基建）透過獨資子公司，斥資38億新元（約90億5750萬令吉）向淡馬錫控股（Temasek）收購西拉雅能源公司（PowerSeraya）100%股權。
西拉雅能源是淡馬錫最后出售的能源公司，此前已脫售聖諾哥能源和大士能源（Tuas Power）。

楊忠禮能源發佈文告說，西拉雅能源為新加坡第2大能源公司，供電量高達3100兆瓦，佔新加坡能源總產量25%。

多元化財源

一旦獲得小股東批准，預計收購計劃將在明年2月28日完成。

楊忠禮能源獲新加坡最大銀行星展銀行（DBS Bank），提供22億5000萬新元（約53億6300萬令吉）融資便利。

該公司董事經理丹斯里楊肅斌指出，收購西拉雅能源，將使公司大規模涉足獅城能源市場。

“英國子公司Wessex Water擁有高水準的水務技術，加上西拉雅能源后，將助楊忠禮能源擴大區域公用設施業務。”

西拉雅能源成為楊忠禮能源單一最大能源業務，從而多元化后者財源。

截至今年3月31日，西拉雅能源營業額達27億9300萬新元（約66億5727萬令吉），淨利報2億1800萬新元（約5億1961萬令吉），淨債務2億100萬新元（約4億7909萬令吉）。

klagigi

YTL Power Acquires PowerSeraya Limited from Temasek

Kuala Lumpur, 2 December 2008 YTL Power International Berhad (“YTL Power”) is pleased to announce that it has today, through a wholly owned Singapore incorporated subsidiary, entered into a sale and purchase agreement with Temasek Holdings (Private) Limited (“Temasek”) for the purchase of 100% interest in PowerSeraya Limited (“PowerSeraya”) for an enterprise value of SGD3.8 billion, comprising an aggregate consideration of SGD3.6 billion and assumption of adjusted net debt of SGD0.2 billion. PowerSeraya is the third and the last of the three power generating companies (“gencos”) that Temasek put up for sale under its planned divestment of the gencos, which was announced in July 2007. PowerSeraya is the second largest power generation company in Singapore in terms of installed capacity, with a total licensed capacity of 3,100 megawatts (‘MW”), representing approximately 25%  of Singapore’s total licensed generation capacity. PowerSeraya also operates oil trading and multi-utility businesses. The transaction is subject to the approval of the shareholders of YTL Power. Subject to such approval, it is expected that completion will occur by 28 February 2009. DBS Bank Limited, Singapore’s largest bank, is providing SGD2.25 billion of credit facilities to YTL Power to partially fund the purchase. Tan Sri (Dr) Francis Yeoh Managing Director of YTL Power said, “We are delighted to have this opportunity to acquire PowerSeraya. The 3,100 MW of licensed capacity operated by PowerSeraya will give us significant participation in the Singapore energy market. Its attraction lies both in its strong position in the energy market and its complementary multi-utility business. YTL Power, through its wholly owned subsidiary, Wessex Water in the UK, has considerable expertise in the water sector and the acquisition of PowerSeraya will enable us to grow our utility business in the region. We are very pleased to have been chosen as a partner by Temasek.” Ms Gwendel Tung, Director, Investment, Temasek said, “We are pleased with the successful outcome of the PowerSeraya divestment. Although the tender process was suspended last week, YTL Power International continued to pursue the sale and put forward an attractive proposal. YTL Power is an established industry player with a strong track record in power investments and we are confident that their expertise and experience will add significant value to Singapore's electricity market and PowerSeraya in particular.” Singapore operates a liberalised electricity market under a well established regulatory framework. Electricity generated from the various gencos is sold into the Pool, a competitive wholesale market operated and administered by the Energy Market Company Pts Ltd (“EMC”). Electricity is sold to retail customers by retail energy suppliers of which Seraya Energy Pte Ltd, a wholly owned subsidiary of PowerSeraya, is the leading power supplier with a total market share of 18% for CY2007. YTL Power believes that its participation in the Singapore electricity market will put it in a prime position to contribute towards the liberalisation of the Malaysian electricity market, currently under study by the Malaysian Government.

klagigi

总共有9页，你们自己看。。
YTL Power Int - Announcement on PowerSeraya.pdf

paiseh。。请去bursa的网页看。。


[ 本帖最后由 klagigi 于 2-12-2008 11:48 PM 编辑 ]

红龙

About YTL Power

YTL Power is an international power and utility investment holding company incorporated and headquartered in Malaysia. Its shares are listed on the Main Board of Bursa Securities Malaysia Berhad.

PowerSeraya would be the single largest power business within the YTL Power Group. The acquisition is in line with YTL Power’s strategy of investing in long-term geographically diverse infrastructure assets, whilst concurrently achieving synergies across a portfolio of utility businesses.  The acquisition will also enable YTL Power to further diversify the sources and nature of its income-generating activities, which currently XXXXX power generation and transmission in Malaysia, Australia and Indonesia, and water and sewerage operations in the UK.

PowerSeraya’s strategy to be Singapore’s leading multi-utility, selling steam, cooling water and other services in addition to power sits well with YTL Power’s existing combination of power, and water and wastewater skills. YTL Power’s strategy is to become a global multi-utility business, with a key focus on owning and managing infrastructure assets. YTL Power firmly believes that the acquisition represents a significant and viable investment opportunity in a well-developed and mature market.


About Temasek

Incorporated in 1974, Temasek Holdings is an Asia-centric investment firm headquartered in Singapore.  Supported by affiliates and offices around the world, it owns a diversified SGD185 billion (US$134 billion) portfolio of bluXXXXXmpanies and investments as at 31 March 2008, concentrated principally in Singapore, Asia and the OECD economies.

Temasek's investment strategies centre on four themes – Transforming Economies, Growing Middle Class, Deepening Comparative Advantages and Emerging Champions.  Its portfolio of companies covers nine major sectors: financial services; telecommunications and media; transportation and logistics; real estate; infrastructure, industrial and engineering; energy and resources; technology; life sciences; and consumer and lifestyle.

Total shareholder return for Temasek since its inception in 1974 has been more than 18% compounded annually in Singapore dollars. It has a corporate credit rating of AAA/Aaa by rating agencies Standard & Poor's and Moody's respectively since 2005.

For further information on Temasek, please visit www.temasek.com.sg.


About PowerSeraya

The principal activities of PowerSeraya are those relating to the full value chain involved in the generation of electricity.  These include the trading of physical fuels and trading of fuel-related derivative instruments, tank leasing activities and sale of by-products from the electricity generation process.  The principal activities of PowerSeraya’s subsidiaries consist of the sale of electricity, oil trading, and oil tank leasing.

PowerSeraya has generation assets with a licensed capacity of 3,100 MW comprising 1,990 MW of oil-fired steam turbines, 732 MW of gas-fired combined cycle plants and 218 MW of diesel-fired open cycle gas turbine plants. PowerSeraya is in the process of constructing 758 MW of new gas-fired co-generation combined cycle plants, which are expected to be operational in 2010.

PowerSeraya also offers retail energy services through its wholly owned subsidiary, Seraya Energy Pte Ltd. PowerSeraya has a generation market share of over 27% of the Singapore market. For the financial year ended 31 March 2008, PowerSeraya recorded revenues of SGD2793 million, EBITDA of SGD355 million, and a net income of SGD218 million.. As at 31 March 2008, PowerSeraya had an adjusted net debt of SGD201 million, after adjusting for a SGD100 million dividend paid by PowerSeraya to Temasek in September 2008.

somewhat

原帖由 红龙 于 2-12-2008 11:34 PM 发表
DBS Bank Ltd is providing S$2.25bil of credit facilities to YTL Power to partially fund the purchase.

S3.8bil－S2.25bil=S1.55（RM3.69Bbil）

RM9.5bil－RM3.69Bil=RM5.81bil

还有CASH RM58亿，不知 ...

不对.
只用到SGD1.15billion (RM2.7bilion ) 的cash.
还剩下RM7billion的现金

klagigi

期待明天的股价表现。。。

klagigi

原帖由 somewhat 于 3-12-2008 12:20 AM 发表

不对.
只用到SGD1.15billion (RM2.7bilion ) 的cash.
还剩下RM7billion的现金

是以什么exchange rate来算？？
以新闻里的数目大约算下。。exchange rate 是 S$1 = RM2.3835
所以现金剩下大约RM6.6billion


[ 本帖最后由 klagigi 于 3-12-2008 12:36 AM 编辑 ]

香蕉肉丸

原帖由 klagigi 于 3-12-2008 12:20 AM 发表
期待明天的股价表现。。。

加上美国股票也在升。。。加注！！！

klagigi

原帖由 香蕉肉丸 于 3-12-2008 12:28 AM 发表


加上美国股票也在升。。。加注！！！

YTL POWER我是不用担心啦~只是期待明天可以到达RM2。。
只是希望我另一只股IOI CORP生性一点。。。唉。。

somewhat

原帖由 klagigi 于 3-12-2008 12:28 AM 发表

是以什么exchange rate来算？？
以新闻里的数目大约算下。。exchange rate 是 S$1 = RM2.3835
所以现金剩下大约RM6.6billion

用RM2.7 billion 的现金是从Bursa的报告中找到的.

现有现金是10 billion, 用掉2.7billion. 所以还剩7billion多

klagigi

原帖由 somewhat 于 3-12-2008 12:43 AM 发表


用RM2.7 billion 的现金是从Bursa的报告中找到的.

现有现金是10 billion, 用掉2.7billion. 所以还剩7billion多

噢。。了解了解。。

香蕉肉丸

原帖由 klagigi 于 3-12-2008 12:42 AM 发表

YTL POWER我是不用担心啦~只是期待明天可以到达RM2。。
只是希望我另一只股IOI CORP生性一点。。。唉。。

前几天不是才升了一轮吗？

傻人最有傻福