【YTLPOWR 6742 交流专区2】楊忠礼能源

klagigi

BRIEF-YTL Power says Powerseraya to add 6.9 bln rgt to FY2010 turnover Dec 2 (Reuters) - YTL Power International Bhd

* Says Powerseraya to add 6.9 billion ringgit to FY2010 turnover.


* Says acquisition to add 76 million ringgit to FY2010 post-tax profit.


* Sees acquisition completed in the third quarter of FY2009.


* To continue Powerseraya's current dividend policy.


* To fund acquisition via combination of cash reserves and loan.

(Reporting by Julie Goh)


http://uk.biz.yahoo.com/02122008/323/brief-ytl-power-says-powerseraya-add-6-9-bln-rgt.html

傻人最有傻福

The deal with Temasek, seen as a low-risk acquisition,highlights YTL Group's appetite for power assets that provide a steadystream of profitsYTL Power International Bhd (6742)is buying Singapore's second biggest power producer, PowerSeraya Ltd,for S$3.8 billion (RM9 billion) from Temasek Holdings to grow itsutility business in the region.

The deal will almost triple thegroup's total effective generation capacity to about 4,739 megawatts(MW) and highlights YTL Group's appetite for power assets that providea steady stream of profits.

  Currently, more than 70 per  cent of the conglomerate's profits comes from YTL Power.

  OSK Research acting head of research Chris Eng said the deal was a low-risk acquisition.
"It's a good deal for them, especially since they were looking todiversify and had the cash," he told Business Times yesterday.

However, he pointed out that the rate of return for Singaporean power plants was quite low.

YTL Power's announcement was a surprise because it came a week afterseller Temasek shelved tender plans, citing concern over "marketconditions".

"Although the tender process (for PowerSeraya) wassuspended last week, YTL Power continued to pursue the sale and putforward an attractive proposal," Temasek investment director GwendelTung said in a statement.

PowerSeraya has a total licensXXXXXty of 3,100MW, representing 25 per cent of Singapore's totallicensed generation capacity.

It will be the single largestpower business within the YTL Power group. In the financial year endedMarch 31 2008, PowerSeraya's revenue was S$2.79 billion (RM6.6 billion)while net income was S$218 million (RM519 million).

"Thelicensed capacity operated by PowerSeraya will give us significantparticipation in the Singapore energy market. Its attraction lies bothin its strong position in the energy market and its complementarymulti-utility business," YTL Power managing director Tan Sri FrancisYeoh said in a statement issued yesterday.

PowerSeraya is alsothe third power-generating company Temasek put up for sale under itsplanned divestment announced in July last year.

The other twowere Senoko Power Ltd and Tuas Power Ltd, sold to Power Holdings PteLtd for S$3.97 billion (RM9 billion) and China Huaneng Group for S$4.24billion (RM10 billion) respectively within the year.

  PowerSeraya also operates oil trading and multi-utility businesses.

  The deal is expected to bXXXXXed by February 28 next year.

Singapore's largest bank, DBS Bank Ltd, will provide loans of up toS$2.25 billion (RM5.4 billion) to YTL Power to partly finance thepurchase. Another S$1.15 billion (RM2.7 billion) will come from YTLPower's cash reserves and the rest, assumed debt.

In Singapore,electricity generated from the various power-generating companies issold into the pool, a competitive wholesale market operated andadministered by the Energy Market Co Pte Ltd.

Electricity issold to retail customers by retail energy suppliers, of which SerayaEnergy Pte Ltd, a wholly-owned subsidiary of PowerSeraya, had 18 percent market share last year.

YTL Power said its participationin the Singapore electricity market will put it in a prime position tocontribute towards the liberalisation of the Malaysian electricitymarket, currently under study by the government.

gto28

很感慨，每每股价飙升的背后往往是有原因的。但，我们这些小股东永远是最后获得消息的。以这类消息来投机，那么也不难了解小股东往往会输给消息灵通的炒家大鳄。

惟有了解公司，了解管理层的必然意图，才能早过炒家大鳄做出部署，并且击败他们。
了解公司- 现金多，管理好
管理层的必然意图-老板有野心，钱太多，必然会行动做出收购。

早早做出部署后，要做的是“守株待兔”。我等这位老板的行动也等了很久了。公司的现金多，做出另一轮的收购相信不是问题。想信老板也像我一般“守株待兔"了很久，不会轻易放过任何物廉价美的收购机会。

傻人最有傻福

所以就要长期持有咯

gto28

我祝大家出席股东大会快乐，开开心心听取收购消息。
可以的话，顺道帮我问一个问题：公司采取什么策略减少债务。

klagigi

原帖由 香蕉肉丸 于 3-12-2008 12:55 AM 发表


前几天不是才升了一轮吗？

希望我的IOI CORP今天卖得好价钱啦
我的YTL POWER是没想过卖的。。一只会生金蛋的母鸡。。

美丽新世界

原帖由 gto28 于 3-12-2008 08:45 发表
我祝大家出席股东大会快乐，开开心心听取收购消息。
可以的话，顺道帮我问一个问题：公司采取什么策略减少债务。

其实之前我曾经怀疑股东大会在12月2号是有目的，
因为之前power seraya出售的日子也在同样的时间，
后来新加坡公布取消出售我才打消了念头
真的是“按锤”。

klagigi

原帖由 gto28 于 3-12-2008 08:45 AM 发表
我祝大家出席股东大会快乐，开开心心听取收购消息。
可以的话，顺道帮我问一个问题：公司采取什么策略减少债务。

AGM已经过了啦。。是昨天下午2pm举行的。。

至于因收购Power Seraya，应该还需要举行一个EGM吧。。

美丽新世界

原帖由 klagigi 于 3-12-2008 09:00 发表

AGM已经过了啦。。是昨天下午2pm举行的。。至于因收购Power Seraya，应该还需要举行一个EGM吧。。

哦，还需要举行一个EGM的啊？
那你去不去

gto28

原帖由 klagigi 于 3-12-2008 09:00 AM 发表

AGM已经过了啦。。是昨天下午2pm举行的。。至于因收购Power Seraya，应该还需要举行一个EGM吧。。

咳。。。病到懵掉了，我还以为今天是星期二。
大家可以分享股东大会的情形吗？
如果有照片分享也不错。

klagigi

原帖由 美丽新世界 于 3-12-2008 09:01 AM 发表


哦，还需要举行一个EGM的啊？
那你去不去

不去咯。。原因一样。。

800909

YTL电力有冲了 ,不过我没买方因为IJM和MAS冲的更高

[ 本帖最后由 800909 于 3-12-2008 09:27 AM 编辑 ]

美丽新世界

原帖由 klagigi 于 3-12-2008 09:19 发表

不去咯。。原因一样。。  

呵呵，好，
如果我有空我去

美丽新世界

原帖由 gto28 于 3-12-2008 09:08 发表


咳。。。病到懵掉了，我还以为今天是星期二。
大家可以分享股东大会的情形吗？
如果有照片分享也不错。

对对，有谁人有去吗？
分享下

klagigi

AFX UK Focus) 2008-12-03 01:29
BRIEF-TA upgrades Malaysia's YTL Power to 'buy' Dec 3 (Reuters) - YTL Power International Bhd:  TA SECURITIES UPGRADES MALAYSIA'S YTL POWER TO 'BUY'FROM 'SELL', RAISES TARGET PRICES TO 2.33 RINGGIT

TA SAYS THE ACQUISITION OF POWERSERAYA WOULD BOOST YTL POWERS NET ELECTRICITY GENERATING CAPACITY BY 2.9X TO 4,739 MW, AND WOULD INCREASE FURTHER ONCE THE CONSTRUCTION OF TWO 379MW OF NEW COMBINED CYCLE GAS TURBINE COGENERATION POWER PLANTS ARXXXXXED IN 2010. POWERSERAYA OWNS A TOTAL OF 3,100MW ELECTRICITY GENERATING CAPACITY.

ASSUMING THE DEAL IS COMPETED IN 1Q OF 2009, WE ESTIMATE YTL POWERS FY08 EARNINGS WOULD BE ENHANCED BY 7% AND FY09 EARNINGS WOULD INCREASE BY 23% TO APPROXIMATELY RM1.3BN. THIS FIGURE WAS DERIVED ASSUMING A 5% COST OF DEBTS AND AFTER TAKING INTO ACCOUNT TO POTENTIAL LOSS IN INTEREST INCOME.


POST-ACQUISITION, GROUP TOTAL DEBT WOULD INCREASE TO ABOUT RM23BN. ACCORDING TO INFORMATION GIVEN IN THE ANNOUNCEMENT, GROSS GEARING WOULD INCREASE TO 3.8X FROM 2.7X CURRENTLY. HOWEVER, WE NOTE THAT BULK OF THE BORROWINGS IS TO FUND THXXXXXAT WESSEX WATER, WHICH HAS A STEADY CASH FLOW BACKED BY REGULATORY RETURN WHILE THE BALANCE IS ON PROJECT FINANCING BASIS.

      (Reporting by Faisal Aziz)


http://www.iii.co.uk/news/?type=afxnews&articleid=7048984&action=article

xiye

原帖由 美丽新世界 于 2-12-2008 09:33 PM 发表


阿娘为什么那么快上岸哦，
阿娘说过如果ytl power上到2。50阿娘就要裸泳给大家看的哦

老娘后悔当初说了如此重话，现在唯有避一避风头罗。。

美丽新世界

呵呵，没的反悔哦，
ytl power 的eps应该会达到0。26左右，
2。5 才9++的pe

xiye

原帖由 美丽新世界 于 3-12-2008 10:48 AM 发表
呵呵，没的反悔哦，
ytl power 的eps应该会达到0。26左右，
2。5 才9++的pe

美丽胸大大找死吧了，等下老娘跳出来的时候，你就吓到３ ４ 跳。。

美丽新世界

原帖由 xiye 于 3-12-2008 10:54 发表


美丽胸大大找死吧了，等下老娘跳出来的时候，你就吓到３ ４ 跳。。

我“出左名胆生毛ge“
只要不是个男的跳出来

[ 本帖最后由 美丽新世界 于 3-12-2008 10:58 AM 编辑 ]

xiye

原帖由 美丽新世界 于 3-12-2008 10:57 AM 发表


我“出左名胆生毛ge“
只要不是个男的跳出来

瓦老。。。你认为老娘上部分会被地心吸力拉到下面去吗？？

不过，你最好要心理准备一下。因为世上无奇不有。。