【YTLPOWR 6742 交流专区2】楊忠礼能源

laio9

业绩什么时候出？？？？

klagigi

原帖由 美丽新世界 于 10-12-2008 06:24 PM 发表


呵呵，你还真的可爱
那我们就来一起祈祷YTL-POWER跌到1。60吧

真的要的话就hiong一点，below RM1.50。。我要，买几粒。。

siokae0422

原帖由 美丽新世界 于 10-12-2008 05:07 PM 发表


你这个月可以拿rm3750鸟

对了，1000unit可以拿到多少钱？
电脑坏了很久都不知道
最近又忙着装修家所以都没有follow up

美丽新世界

原帖由 siokae0422 于 11-12-2008 00:51 发表


对了，1000unit可以拿到多少钱？
电脑坏了很久都不知道
最近又忙着装修家所以都没有follow up

hoo ken lang，
1000 unit可以拿rm37。50,
下个月又可以再拿rm 37.50
你可以拿1xxxx

红龙

又开始冲了。。。 ANY NEWS???????

pcmont

我有3000units 6742 leh
那我几时有股息？
多少？

6742昨天中马票！！！！！！

红龙

原帖由 pcmont 于 11-12-2008 12:23 PM 发表
我有3000units 6742 leh
那我几时有股息？
多少？

6742昨天中马票！！！！！！

可以请吃了。。。。中了几多？？？？？GONG XI>>>GONG XI

噬魂

1.92把手头上的7大张卖了。

如果有下到1.80左右就会再买回来。

vijayz

原帖由 红龙 于 11-12-2008 11:53 AM 发表
又开始冲了。。。 ANY NEWS???????

没有消息算好消息吗？
现在各股就算有好消息也不被投资者看好．．

klagigi

分享一下刚看到的。。
http://biz.thestar.com.my/news/story.asp?file=/2008/12/6/business/2689794&sec=business

Saturday December 6, 2008
Was YTL Power right and Maybank wrong?
Right timing and price make all the difference between a good deal and a bad one.

THE year witnessed two major deals with Singapore’s Temasek Holdings involving Malaysian companies. One attracted criticism and the other has drawn nothing but praise.

In March. the country’s largest lender Malayan Banking Bhd said it planned to acquire PT Bank Internasional Indonesia (BII) (Temasek is the major shareholder of the group which has a controlling stake in BII) at a whopping 4.6 times 2007 price-to-book value. Maybank shares tumbled 55 sen to RM8.40 following the announcement and has come down drastically to RM5.10 presently.

After numerous hiccups and revision in terms, the deal was finalised but with the uncertain global environment, the hefty price tag of 510 rupiah per share has been harder to stomach, more so when the BII stock was hovering at around 395 rupiah on Friday. While this has made the deal even sweeter for Singapore’s state investment arm, for Maybank, it has become tougher to convince critics of the deal’s merits and its ability to deliver the projected business value. On Tuesday, Maybank announced the completion of the deal; it now holds 97.5% interest in BII.

Then there is YTL Power International Bhd and its appetite for overseas utility assets. As we recall in March 2002, the company beat off competition from two British banks to buy Wessex Water, the utility arm of the bankrupt energy trader Enron – its first ever investment in European soil. YTL defied all odds when it managed to bag the award although it seemed certain up until the eleventh hour that the victor would be Royal Bank of Scotland. The deal went through because YTL Power had less regulatory baggage.

In late November this year, Singapore’s Temasek Holdings said it would scrap the sale of its third and last power generation asset, PowerSeraya, under a divestment plan initiated in July 2007, citing weak market conditions.

It was a major letdown for YTL Power, no doubt, which had already lost out on two previous bids for Singapore’s Tuas Power and Senoko Power.

More so when YTL Group managing director Tan Sri Francis Yeoh had boasted recently about the group’s fat kitty of RM12bil. “I’ve been waiting for this moment for a long time. We have an army of people combing through deals,” he had said in reference to the distressed price levels of assets as a result of the global turmoil. The remark stood out as it was uttered at a time of extreme caution when global economies were facing an unprecedented crisis. Yes, cash is king and YTL is sitting on a pile of it.

Despite Temasek’s decision, YTL sneaked in an unsolicited bid which was evidently far too tempting for Temasek to resist. This week, YTL won the bid for PowerSeraya, Singapore’s second largest power asset, in a deal valued at S$3.6bil (RM8.57bil). The acquisition will triple YTL Power’s total effective generating capacity to about 4,739MW.

Power analysts were quick with their research notes, praising the move as earnings enhancing and strategic.

Singapore operates a power pooling system and the acquisition will enable YTL Power to leverage on that strength should one day Malaysia too moves to adopt a power pooling system.

But what gives YTL bragging rights over the recent deal is that it has turned Temasek, clearly no wimp when it comes to driving a hard bargain (it refused to budge in Maybank’s BII deal), from a grudging seller to a willing negotiator.

No question – there’s a world of difference in the two men who drive Maybank and YTL. Maybank, a government-linked company is headed by the soft spoken and affable Datuk Seri Abdul Wahid Omar, a professional manager, whose work is mainly in state-owned enterprises.

On the other hand, YTL, a family-owned empire is run by Yeoh, a tough talking and hard-driving entrepreneur who has built the group from a construction company into a sprawling conglomerate .

Sometimes, posturing is all it takes to have the upper hand at the negotiating table. A good deal maker is one makes the other party leave the table with a feeling that it didn’t merely give in, but it has traded.

Analysts worry that the BII deal has increased the burden on Maybank’s balance sheet and impeded its dividend payouts. For YTL, it still has RM7bil in its coffers after the acquisition of PowerSeraya to trawl for bargains in the global arena.

But what is it that differentiates a good deal from a bad one?
Ultimately, it may be just moving in at the right time with the right price. On both counts, YTL Power may have been right, while on both counts, Maybank was dead wrong.  

• Anita is business editor at The Star. She would like to see more Malaysian companies grabbing opportunities thrown up by the current crisis

klagigi

分享一下刚看到的。。
http://biz.thestar.com.my/news/story.asp?file=/2008/12/6/business/2689794&sec=business

Saturday December 6, 2008

Was YTL Power right and Maybank wrong?

Right timing and price make all the difference between a good deal and a bad one.

THE year witnessed two major deals with Singapore’s Temasek Holdings involving Malaysian companies. One attracted criticism and the other has drawn nothing but praise.

In March. the country’s largest lender Malayan Banking Bhd said it planned to acquire PT Bank Internasional Indonesia (BII) (Temasek is the major shareholder of the group which has a controlling stake in BII) at a whopping 4.6 times 2007 price-to-book value. Maybank shares tumbled 55 sen to RM8.40 following the announcement and has come down drastically to RM5.10 presently.

After numerous hiccups and revision in terms, the deal was finalised but with the uncertain global environment, the hefty price tag of 510 rupiah per share has been harder to stomach, more so when the BII stock was hovering at around 395 rupiah on Friday. While this has made the deal even sweeter for Singapore’s state investment arm, for Maybank, it has become tougher to convince critics of the deal’s merits and its ability to deliver the projected business value. On Tuesday, Maybank announced the completion of the deal; it now holds 97.5% interest in BII.

Then there is YTL Power International Bhd and its appetite for overseas utility assets. As we recall in March 2002, the company beat off competition from two British banks to buy Wessex Water, the utility arm of the bankrupt energy trader Enron – its first ever investment in European soil. YTL defied all odds when it managed to bag the award although it seemed certain up until the eleventh hour that the victor would be Royal Bank of Scotland. The deal went through because YTL Power had less regulatory baggage.

In late November this year, Singapore’s Temasek Holdings said it would scrap the sale of its third and last power generation asset, PowerSeraya, under a divestment plan initiated in July 2007, citing weak market conditions.

It was a major letdown for YTL Power, no doubt, which had already lost out on two previous bids for Singapore’s Tuas Power and Senoko Power.

More so when YTL Group managing director Tan Sri Francis Yeoh had boasted recently about the group’s fat kitty of RM12bil. “I’ve been waiting for this moment for a long time. We have an army of people combing through deals,” he had said in reference to the distressed price levels of assets as a result of the global turmoil. The remark stood out as it was uttered at a time of extreme caution when global economies were facing an unprecedented crisis. Yes, cash is king and YTL is sitting on a pile of it.

Despite Temasek’s decision, YTL sneaked in an unsolicited bid which was evidently far too tempting for Temasek to resist. This week, YTL won the bid for PowerSeraya, Singapore’s second largest power asset, in a deal valued at S$3.6bil (RM8.57bil). The acquisition will triple YTL Power’s total effective generating capacity to about 4,739MW.

Power analysts were quick with their research notes, praising the move as earnings enhancing and strategic.

Singapore operates a power pooling system and the acquisition will enable YTL Power to leverage on that strength should one day Malaysia too moves to adopt a power pooling system.

But what gives YTL bragging rights over the recent deal is that it has turned Temasek, clearly no wimp when it comes to driving a hard bargain (it refused to budge in Maybank’s BII deal), from a grudging seller to a willing negotiator.

No question – there’s a world of difference in the two men who drive Maybank and YTL. Maybank, a government-linked company is headed by the soft spoken and affable Datuk Seri Abdul Wahid Omar, a professional manager, whose work is mainly in state-owned enterprises.

On the other hand, YTL, a family-owned empire is run by Yeoh, a tough talking and hard-driving entrepreneur who has built the group from a construction company into a sprawling conglomerate .

Sometimes, posturing is all it takes to have the upper hand at the negotiating table. A good deal maker is one makes the other party leave the table with a feeling that it didn’t merely give in, but it has traded.

Analysts worry that the BII deal has increased the burden on Maybank’s balance sheet and impeded its dividend payouts. For YTL, it still has RM7bil in its coffers after the acquisition of PowerSeraya to trawl for bargains in the global arena.

But what is it that differentiates a good deal from a bad one?
Ultimately, it may be just moving in at the right time with the right price. On both counts, YTL Power may have been right, while on both counts, Maybank was dead wrong.  

• Anita is business editor at The Star. She would like to see more Malaysian companies grabbing opportunities thrown up by the current crisis

[ 本帖最后由 klagigi 于 11-12-2008 04:57 PM 编辑 ]

红龙

说得很好。。。。。...

klagigi

原帖由 红龙 于 11-12-2008 05:06 PM 发表
说得很好。。。。。...

龙和虫的分别  。。

gowin

好， 一个好的理由给我持有这股票。

siokae0422

原帖由 美丽新世界 于 11-12-2008 01:08 AM 发表


hoo ken lang，
1000 unit可以拿rm37。50,
下个月又可以再拿rm 37.50
你可以拿1xxxx

ki siao ah? ma na woo rm1xxx gia?
我没有那么多货啦
可以拿到不到一粒的价钱罢了
对了，几时expiry几时分？
下个月又在几时给？
因为怕搬家了，到时没有收到怎么办？
对了，我们搬家需要做什么？
告诉remindser换地址就可以了吗？
然后未来的全部寄去新地址的吗？

klagigi

今天几稳下。。

nakkata

1。72买入，1。92卖出，小赚跑人。

nakkata

自以为是投资的心态：买的时候打算长线投资，结果小赚就跑人，哈哈！算了！

catzilla

原帖由 nakkata 于 12-12-2008 11:57 PM 发表
自以为是投资的心态：买的时候打算长线投资，结果小赚就跑人，哈哈！算了！

咁个时逝，有赚就好

美丽新世界

原帖由 siokae0422 于 12-12-2008 02:06 发表



ki siao ah? ma na woo rm1xxx gia?
我没有那么多货啦
可以拿到不到一粒的价钱罢了
对了，几时expiry几时分？
下个月又在几时给？
因为怕搬家了，到时没有收到怎么办？
对了，我们搬家需要做什么？
告诉remindser换地址就可以了吗？
然后未来的全部寄去新地址的吗？

是的，不然股息就会寄到旧的地址