【YTLPOWR 6742 交流专区2】楊忠礼能源

caremeat

原帖由 我命由我不由天 于 3-9-2009 10:27 AM 发表
怎么看？ 我慢慢一粒一粒收咯

人毕竟会老的，这也是我物色的棋其中一个老人股......

ljchiun

坏消息

http://www.btimes.com.my/Current_News/BTIMES/articles/ower/Article/index_html

AmResearch 说YTLPower将利用所拥有的现金协助YTL Group/YTL-e 推出Wimax.
这对小股东是个坏消息, 因为这将影响YTLPower的股息, WiMax的成与否也没人知道....

GreenPacket因为WiMax而业绩满江红
YTL-e的partners: Clearwire Wireless and Nextwave 也一样

下一步小股东们该怎么做?

红龙

最好是全部小股东， 大股东卖完YTL＿P，让它掉到RM１，让我买进

caremeat

原帖由 红龙 于 5-9-2009 10:55 PM 发表
最好是全部小股东， 大股东卖完YTL＿P，让它掉到RM１，让我买进

这个假设让我很开心。真希望大多的老人股都是酱。

Snooze

可以是好消息，也可以是坏消息，要看推手怎么诠释。。

siokae0422

原帖由 renny82 于 29-8-2009 11:49 AM 发表
这支电力的股真的有潜能吗？ 为何李家诚会买来收呢？？

这 个 消 息 是 真 的 话 大 家 就 ho say 了

帆83

短期应该不怎么好，长期就不一定了

Yewlili

嗯。短期应该不怎么好，长期就不一定了， 5间 wimax 里最强的就是YTL 了，怕what??? kakaka
而wimax 会输给3G 吗？？
如果成功，电讯股会是基金经理的最爱。
YTL P 就会变成超级蓝筹股。和maxis 比天下。
如果失败每年在电力和水供赚十多亿，在wimax亏个一两亿也不会有太大的影响。

feifei88

重点更本不是在于WiMax是否为YTL带来短期/长期营利。

我们应该检讨这方向对YTL的生意模式的改变， 更何况是拿YTLP来玩。

Yeoh 并不是笨人， 当然也想到这点。。。 我觉得这次是将拿小股东开刀。

非常高的可能性是YTL会由此收购其他WiMax公司而达到更好的经济效应及个人利益。

到头来一招以票换票， YTLP的票变烂。

全属猜测。。。。。

猪仔仔

我喜欢你的假设

luckyin

希望如此  

gto28

WIMAX 的成功取决于
- 网络涵盖范围，coverage
- 器材如LAPTOP, handphone，其他无线器材支援WIMAX
- ROAMING， 这个很重要
以上做不好，WIMAX 计划随时失败。GPACKET 就是好例子。

其他方面考虑，
- 大马本土backbone，由某间大型公司MONOPLY。wireless到达不到的地方要靠这些设施。
- internet exchange
- voip 等等
很多东西要考虑的。不然WIMAX 吸引不到用户。
YTL 如果为了政府的督促而太匆忙推出WIMAX，可能会败的难看。

Yewlili

楊忠禮電力由丹斯里楊肅斌經營，並將楊忠禮集團從市值2億令吉變成數十億的公司。分析員將他評為務實的管理人。
儘管如此，具風險的Wimax業務不意味將嚴重影響該公司。因为有他。。。 。



擔憂現金融資Wimax　楊忠禮電力5交易日跌2%

（吉隆坡9日訊）由於市場擔憂楊忠禮集團或利用其旗下楊忠禮電力（YTLPOWR，6742，主板基建股）的豐厚現金，來融資楊忠禮集團在國內的無線電訊業務（25億令吉投資額），因此導致楊忠禮電力股價在5個交易日內下跌逾2%。


至於楊忠禮機構（YTL，4677，主板建築股）股價則今日跌16仙或2.16%，至7.24令吉。在4個交易日內，該股共跌25仙，或3.33%。

楊忠禮電力在今天則平盤收市，以2.13令吉掛收。然而，該股股價在5個交易日下挫5仙或2.3%。

投資者心頭好

楊忠禮機構持有楊忠禮電力51%的股權。無論如何，楊忠禮電力是組合投資者的心頭好，因為該公司向來派發高股息（6%年度週息率），及海內外的發電及水供與廢物處理服務取得經常性盈利。

楊忠禮電力在6月通過大馬交易所宣佈（分析員稱之為「不顯眼的宣佈」），即以30萬令吉，收購楊忠禮集團旗下一家私人公司－楊忠禮電訊60%的股權。

楊忠禮電訊是其中一家在兩年前獲得政府頒發Wimax執照的公司。儘管如此，政府正對這些獲得執照的公司施壓，更恫言若不儘快擴大寬頻覆蓋率，將撤銷有關公司的執照。

楊忠禮電力和楊忠禮機構股票遭拋售一事反映出投資者的擔憂，即楊忠禮電力進軍具風險並競爭激烈，且未風靡全球的業務。

就算是楊忠禮的科技夥伴－美國的Clearwire無線目前也面對虧損。另一邊廂，持有Wimax執照的綠駛通訊科技（GPACKET，0082，主板科技股）也在今年首半年面對5000萬令吉的虧損。

分析員也指出，楊忠禮集團的資本開支計劃為綠駛通訊科技的2.5倍。

楊忠禮電力一路以來是通過收購行動而取得成長，即利用其來自在國內的發電業務的現金流，在成熟市場中收購可取得穩定盈利的公用事業資產，如在新加坡及澳洲的電力資產及在英國的水處理廠。

違反商業模式

在這種情況下，楊忠禮電力在大馬進軍具風險的業務一舉違背了其久經考驗的商務模式。儘管如此，具風險的Wimax業務不意味將嚴重影響該公司。楊忠禮電力由丹斯里楊肅斌經營，並將楊忠禮集團從市值2億令吉變成數十億的公司。分析員將他評為務實的管理人。

今年，楊忠禮集團在60億令吉的銷售額中取得6億2500萬令吉的淨利，並分別擁有20億令吉的現金流（每年）及15億令吉的現金儲備。

另一方面，《彭博社》昨日報導，楊忠禮電力(YTLPOWR，6742，主板基建股)獲得7家銀行提供總額10億新元(約24億5000萬令吉)的聯合貸款，以融資收購新加坡的西拉雅能源(Power Seraya)。

除了法國東方匯理銀行(Calyon)和法國南特人民銀行(Natixis)，馬銀行投資銀行、華僑銀行、三菱東京日聯銀行、澳洲國民銀行(NAB)和三井住友銀行也同意提供為期3年的聯合貸款，這項貸款是由星展集團控股安排。

去年12月，當楊忠禮電力以38億新元(93億令吉)，從新加坡淡馬錫控股手中收購西

klagigi

Four cos qualify primarily for setting up Bibiyana power plant

FE Report

Four companies including three local and their joint venture partners qualified primarily for installing the 450 megawatts (MW) Bibiyana power plant in the northeastern Sylhet region, officials said Sunday.

Summit Industrial and Mercantile Corporation (Pvt) Ltd and its partner GE Energy LLC Bangladesh, Shasha Denims and its joint venture partner MPC Consortium of Meiya Power Company Ltd (Hong Kong) have come up as the pre-qualified sponsor for setting up the power plant.

Local Otobi Ltd along with Asian Entech Power Corporation Ltd and their joint venture partners China National Machinery and Equipment Import and Export Corporation (CMEC) also pre-qualified as local company for the project.

The Malaysian YTL Power International Berhard is the lone foreign company emerging as the pre-qualified sponsor for the Bibiyana 450mw project.

Three foreign companies failed to become pre-qualified for setting up the Bibiyana power plant.

"We have submitted recommendation to the power ministry regarding pre-qualification of the Bibiyana project for final approval," Acting Power Cell Director General Abdul Mannan told the FE Sunday.

Seven companies - three local and their joint venture partners and four foreign companies - had submitted pre-qualification documents in April last showing interest to install the 450 mw gas-fired Bibiyana power plant.

The Bibiyana power plant will be implemented on a build, own and operate (BOO) basis in pursuant to a 22-year implementation agreement.

The government will provide necessary land and required gas to the selected sponsors for generating electricity.

It will also purchase electricity from the selected sponsor at its offered rate.

Estimated cost for installing the Bibiyana plant would be over $300 million.

This is, however, the second tender for setting up the Bibiyana 450 MW independent power plant (IPP) in the country's northeastern region.

The power ministry last year had floated international tender to install the IPP but later scrapped it as the lone responsive bidder Malaysian Powertek consortium offered higher tariff rate for sale of electricity from the plant.

http://www.thefinancialexpress-bd.com/2009/09/14/79014.html

klagigi

Bibiyana plant: 4 power cos selected

Staff Reporter

The Power Cell primarily selected four power producer and manufacturer companies for installation of 450MW Power Plant at Bibiyana in Habiganj, sources in the Power Cell said, sources said.

The Power Cell sent the four short-listed power company's name to the Ministry of Power and Energy on Thursday last.

The four power producer and manufacturer companies are: The companies which submitted the pre qualification statements are YTL Power International Berhad of Malaysia, Summit Industrial and Mercantile Corporation (Ptv) Limited and GE Energy LLC, Bangladesh, Joint venture of China National Machinery and Equipment Import and Export Corporation (CMEC), Shenwan Power Gas Turbine Engineering Technique Com. Ltd (NSRD) and Asian Entech Power Corporation Ltd (AEPC) and OTOBI Ltd (OTOBI), and MPC Consortium of Meiya Power Company (Hong Kong) and Shasha Denis Ltd of Bangladesh.

Besides, Independent Power Corporation PIC of England, Ranhill Berhad of Malaysia and Globeteq Advisors Limited of England dropped out from the short lists to establish the mega power plant.

The Ministry of Power and Energy will select a lowest bidder out of four after final scrutiny of their documents. But, the ministry is yet to take any decision about the matter, sources said.

Earlier, seven power producer and manufacturer companies have submitted pre qualification statements on April 23 to get the work permit to install the power plant.

A total of Tk 2,700 crore is needed to install the power plant, according to sources.

The recent past caretaker government had suspended the power plant project last year as Malaysia's Powertek Consortium was the only bidder for the Plant.

The advisory committee on government purchase cancelled the tender because of the overpriced quotation by Powertek and took decision in favour of re-tender at that time.

Powertek quoted 4.399 cents per kilowatt-hour of sales against its previous offer of 4.53 cents, sources said.

http://nation.ittefaq.com/issues/2009/09/14/news0256.htm

klagigi

今年和明年真的是YTL Power忙碌的投标年。。
除了孟加拉的Bibiyana Power Plant, 它目前还参与了南非两个投标 --
一个Eskom baseload IPP投标 和一个Muharraq sewage plant投标
明年也参与南非的Tubli sewage plant投标

830409

请问各位大大，

YTLPWR适合做长期投资吗？？？

时间大概是两年或三年吧!

谢谢。。。

kkgan

更新: September 16, 2009 23:19

競投孟加拉13.6億工程
楊忠禮能源前景看俏
（吉隆坡16日訊）楊忠禮能源（YTLPOWR，6742，主板基建）在孟加拉投標總值13億6000萬令吉發電廠計劃，儘管該公司同時涉及投資額龐大的WiMAX計劃，然而券商仍看好前景，股價微漲。

該股開市起1仙至2.16令吉，休市維持在2.16令吉。

益資利艾文紐證券研究報告指出，楊忠禮能源是上述計劃最后一輪競標的4家公司之一，也是唯一一家單獨競標的外國公司，其余3個競標集團，都是由孟加拉本地與外國公司的聯合集團。

天然氣發電

報告說，這項耗資龐大的工程，合約期限長達22年，包括興建、擁有及操作發電廠，孟加拉政府將提供土地及發電所需天然氣，然后以較低的價格向發電廠購買電供。

“發電廠的發電量達450兆瓦（MW），以天然氣發電。”

券商認為，儘管楊忠禮能源在未來5年，將涉及楊忠禮集團在本地開發的WiMAX無線寬頻投資計劃，整個計劃未來5年投資額高達25億令吉，楊忠禮能源將承擔其中15億令吉的資本開銷，然而其前景仍被看好。

閉市時，楊忠禮能源起2仙，掛2.17令吉，成交量517萬600股。

klagigi

本地传媒都是慢两拍。。
新闻足足迟了两天才出现，还是拿人家的新闻照字翻译刊登。。
白白浪费了一个好消息，延迟和阻碍了YTLPOWER股价上升。。

klagigi

Power Cell awaits Ministry’s approval for final bidding on 450MW Bibiyana Power Plant

Reported by: UNBconnect
Reported on: September 23, 2009 18:29 PM
Reported in: National

Dhaka, Sept 23 (UNB) - Having selected four international companies as qualified bidders for the 450-MW Bibiyana combined-cycle power plant, Power Cell now awaits the Ministry’s approval to issue Request for Proposal (RFP) documents to the bidders in the long-drawn process of implementing the major project.

“We sent the list of the selected qualified bidders to the Power Division in the middle of the current month. As soon as we get back the relevant file with Ministry’s approval, we’ll start for final bidding through starting the RFP-issuing process,” said a top official of the government agency, Power Cell.

A technical wing of the Power Ministry, the Power Cell was established to implement reform process in the power sector and also implement power-plant projects in private sector as part of a crash course for remedying chronic electricity shortages in the country.

As part of its job, the Cell invited international pre-qualification (PQ) bids early in the current year from the international companies to qualify for installing the 450-megawatt Bibiyana plant.

A total of seven international companies submitted the bids for the project. Of them, four came out as qualified bidders in the PQ bidding process.

The 4 qualified bidders are YTL Power International Berhad of Malaysia; Summit Industrial and Mercantile Corporation (Ptv) Limited and GE Energy LLC, Bangladesh; Joint Venture of China National Machinery and Equipment Import and Export Corporation (CMEC), Shenwan Power Gas Turbine Engineering Technique Com. Ltd (NSRD) and Asian Entech Power Corporation Ltd (AEPC) and OTOBI Ltd (OTOBI); and the joint venture of MPC Consortium of Meiya Power Company (Hong Kong) and Shasha Denis Ltd of Bangladesh.

The three companies which failed to qualify in the latest round of bidding are Independent Power Corporation PIC of England, Ranhill Berhad of Malaysia, and Globeteq Advisors Limited of England.

The planned Bibiyana power plant will be installed at a site adjacent to Bibiyana gas field in Sylhet region.

In the tendering process, a Malaysian company, Powertak, which was selected with the submission of power tariffs at 4.399 cents per kilowatt-hour, was rejected on the plea that it was a single bidder.

Now again the bids are being received for a second time.

Power Cell officials said that they would issue the RFP for the companies in October giving them 90 days to submit their respective technical and financial offer to vie for the work in the final round of bidding.

In that bidding, one bidder will be selected with lower tariff offer, said the officials, adding that, after the final-round bidding, the winning bidder will be asked to install the plant.

The power plant will be set up by the private sponsor on build-own-operate (BOO) basis and government will purchase electricity from the project for about 22 years time.

The project cost is estimated to be Tk 2,000-25,000 crore or about $ 200-250 million.

The government will also supply gas and provide the land for the independent power producer (IPP) project while the private investor will install the plant at its own cost.