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【YTLPOWR 6742 交流专区3】楊忠礼能源
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发表于 1-10-2015 03:29 AM
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Notice of Person Ceasing (29C)YTL POWER INTERNATIONAL BHD | Particulars of Substantial Securities HolderName | EMPLOYEES PROVIDENT FUND BOARD | Address | TINGKAT 19, BANGUNAN KWSP
JALAN RAJA LAUT
KUALA LUMPUR
50350 Wilayah Persekutuan
Malaysia. | NRIC/Passport No/Company No. | EPF ACT 1991 | Nationality/Country of incorporation | Malaysia | Descriptions (Class & nominal value) | ORDINARY SHARES OF RM0.50 EACH | Date of cessation | 28 Sep 2015 | Name & address of registered holder | CITIGROUP NOMINEES (TEMPATAN) SDN BHD-EMPLOYEES PROVIDENT FUND BOARDLEVEL 42, MENARA CITIBANK165 JALAN AMPANG50450 KUALA LUMPUR |
Currency |
| No of securities disposed | 97,100 | Price Transacted ($$) |
| Circumstances by reason of which Securities Holder has interest | DISPOSAL | Nature of interest | DIRECT |
| Date of notice | 29 Sep 2015 |
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发表于 2-10-2015 07:50 PM
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電力寬頻齊吹逆風‧楊忠禮電力錢景黯淡
2015-10-02 17:06
(吉隆坡2日訊)楊忠禮電力(YTLPOWR,6742,主板基建計劃組)新加坡電力和國內流動寬頻業務遭逆風吹襲,加上本地電力資產購電協議到期,分析員對集團未來盈利前景感到憂慮,認為集團極需在短期內併購良好海外資產,才能確保長期盈利增長無憂。
併購海外資產
可保長期盈利
安聯星展研究表示,楊忠禮電力英國韋塞克斯水供(Wessex Water)業務順風順水,但新加坡西拉雅能源(Power Seraya)和60%子公司——楊忠禮電訊卻遭逆風吹襲。
目前,韋塞克斯水供是楊忠禮電力“金鵝”,貢獻集團稅前盈利逾75%。該公司內部增長將緩中趨穩,加上英鎊顯著升值也將提振盈利表現。
相比之下,西拉雅能源面對新加坡市場發電量增長衝擊,賺益和銷售量雙雙承壓,電力銷售單位從2010年的1萬3千825千兆瓦時(GWh)下挫至2014財政年的9千350千兆瓦時,過去4年跌幅達到30%,而2015財政年盈利貢獻也減至3億零600萬令吉,顯著低於2011財政年8億8千萬令吉稅前盈利,短期盈利前景恐難見起色。
競爭激烈
楊忠禮電訊難扭轉乾坤
楊忠禮電訊情況也堪憂,安聯星展研究說,流動寬頻網絡業務自2010年開始不斷蒙虧,2015財政年稅前虧損達到2億4千萬令吉,虧損不斷情況令人憂慮,但礙於市場競爭激烈,加上新增用戶數字令人失望,預見業務短期內恐難扭轉乾坤。
與此同時,楊忠禮集團北加(Paka)與巴西古當發電廠購電協議(PPA)在今年9月屆滿,可能對盈利增長帶來衝擊,但安聯星展研究認為,新北加發電廠購電協議簽署可能抵銷部份衝擊。
“不過,礙於購電協議條款仍在洽商中,我們暫忽略相關合約帶來的潛在盈利貢獻。”
總體來看,該證券行相信楊忠禮盈利增長將持續不慍不火,主要是新加坡公用事業業務前景黯淡及Yes4G業務依舊蒙虧,可能對中短期盈利前景帶來壓力。
“因此,楊忠禮電力現迫需在短期併購盈利增長良好的資產,以推動集團長期盈利漲勢。”
楊忠禮電力現手握95億令吉現金,安聯星展研究相信集團將繼續競標海外合格資產來填補西拉雅能源盈利下跌及購電協議到期所導致的盈利缺口,但馬幣貶勢不止將是阻攔集團追逐海外資產的最大阻力。
購電協議到期拖累盈利
投資評級方面,安聯星展研究認為,購電協議到期可能拖累楊忠禮電力盈利表現,加上短期催化因素匱乏及集團可能保留銀彈併購,股息前景並不樂觀,因此維持其“持有”評級,目標價為1令吉60仙。(星洲日報/財經‧報導:洪建文) |
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发表于 6-10-2015 06:31 PM
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本帖最后由 icy97 于 7-10-2015 12:05 AM 编辑
国能终止向杨忠礼购电
6/10/201519:11
(吉隆坡6日讯)国家能源有限公司(TENAGA,5347,贸易服务组)表示,与杨忠礼发电私人有限公司的21年购电协议(PPA)经已在2015年9月30日届满。上述PPA是于1993年3月31日签署。
该能源巨擘表示,上述PPA届满后,从2015年10月1日起杨忠礼发电不再向国内输电网供应电力。
它说:“与此同时,由于该份PPA不获更新,因此影响到杨忠礼发电向国家能源租赁后者分别在登加楼巴卡,以及柔佛巴西古当2幅土地用作兴建发电厂。”
国家能源称:“上述PPA是我们首次与独立发电厂商签订的协议,并且是唯一根据采用或支付机制运作了21年。”
国能在巴卡发电站的总发电量达780兆瓦,该电厂由2座390兆瓦联合循环燃气发电设备组成。至于巴西古当电站的发电量为390兆瓦。【光华日报财经】 |
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发表于 7-10-2015 11:30 PM
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杨忠礼电力 获颁短期供电合约
7/10/201519:20
(吉隆坡7日讯)能源部长已经确认杨忠礼电力国际有限公司(YTLPOWR,6742,基建公司组)的子公司杨忠礼发电有限公司是3家获颁发短期供电合约的电力生产商之一。
该名部长表示,至于其他2名发电厂商分别是马拉克夫机构有限公司(MALAKOF,5264,贸易服务组)和国家能源有限公司(TENAGA,5347,贸易服务组)。【光华日报财经】 |
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发表于 8-10-2015 12:27 AM
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Type | Announcement | Subject | OTHERS | Description | NEW SUBSIDIARY | Pursuant to Paragraph 9.19(23) of Bursa Malaysia Securities Berhad Main Market Listing Requirements, YTL Power International Berhad (“Company” or “YTL Power”) wishes to announce that it has acquired 2 ordinary shares of RM1.00 each, representing the entire issued and paid-up share capital of YTL Power Holdings (Indonesia) Sdn Bhd (“YTLPHI”) at par value per share (the “Acquisition”). As a result of the Acquisition, YTLPHI has become a wholly-owned subsidiary of the Company.
YTLPHI was incorporated on 29 September 2015 and presently has an authorized share capital of RM400,000 comprising 400,000 ordinary shares of RM1.00 each. YTLPHI will be principally involved in investment holding.
The Acquisition is not expected to have any material effect on the earnings, net assets and gearing of the YTL Power group for the current financial year. None of the Directors or major shareholders of the Company or persons connected with them has any interest, direct or indirect in the Acquisition. |
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发表于 8-10-2015 08:31 PM
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本帖最后由 icy97 于 8-10-2015 10:50 PM 编辑
杨忠礼获能源委会短期购电协议
财经 2015年10月08日
(吉隆坡8日讯)杨忠礼电力(YTLPOWR,6742,主板基建股)宣布,其独资子公司--杨忠礼发电有限公司(YTLPG)和能源委员会签署为期2年10个月的短期购电协议(PPA)。
上述合约將在明年3月份开始生效。隨著这项购电合约,其登嘉楼北加(PAKA)发电厂闲置的问题將获得解决。
国家能源(TENAGA,5347,主板贸服股)在5日对外公佈,和杨忠礼长达21年的电力购买协议正式届满。
此外,杨忠礼电力也对能源委员会推荐的全新增加配电安排(NEDA)表示有兴趣。【东方网财经】
Type | Announcement | Subject | OTHERS | Description | YTL POWER GENERATION SDN BHD AWARDED EXTENSION TO SUPPLY FROM PAKA POWER STATION IN MARCH 2016 | YTL Power Generation Sdn Bhd (“YTLPG”), a wholly-owned subsidiary of YTL Power International Berhad, has been selected as a successful bidder for the supply of power from its existing facility in Paka under the short term capacity bid called by the Energy Commission for a period of 2 years 10 months commencing 1 March 2016. This follows the successful completion of the 21 year Power Purchase Agreement entered into between YTLPG and Tenaga Nasional Berhad on 30 September 2015.
Separately, YTLPG has registered its interest to participate in the New Enhanced Dispatch Arrangement under rules recently announced by the Energy Commission and is looking forward to the introduction of a competitive market in the Malaysian electricity supply industry.
YTLPG was the first independent power producer to be awarded a licence by the Director General of Electricity Supply of Malaysia in 1993 as part of the Malaysian Government’s plan to open the electricity supply industry to private sector participation. YTLPG is the owner and operator of two natural gas-fired combined-cycle power stations, in Paka, Terengganu, and Pasir Gudang, Johor, with a combined generation capacity of 1,212 megawatts. |
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发表于 10-10-2015 06:25 PM
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本帖最后由 icy97 于 12-10-2015 12:56 AM 编辑
新合约料两年贡献3亿 杨忠礼电力盈利仍受压
财经新闻 财经 2015-10-10 12:27
(吉隆坡9日讯)杨忠礼电力(YTLPOWR,6742,主板基建股)赢得短期供电竞标,预计可在2017及18财年各贡献1.5亿令吉的盈利,不过由于其他业务表现不济,整体净利仍将持续受压。
杨忠礼电力昨天宣布,旗下登嘉楼北加(Paka)发电厂赢得短期的供电竞标,为期34个月,明年3月起生效。
现阶段而言,细节和合约更新条例仍有待进一步公布。
新合约须过两关
不过最主要的条件是,杨忠礼电力必须先与国家能源(TENAGA,5347,主板贸服股)解决土地问题,因为北加发电厂是建立在后者的地皮上。
接着,就是需要从国油取得天然气供应。
然而,这估计会有点复杂,因杨忠礼电力早前曾向国油索赔7.5亿令吉超额支付的天然气价格。
假设平准化电费(levelised tariff)为每度(kWh)30仙、保守估计赚幅为10%,安联星展研究预计,这项合约能在2017及18财年,分别为杨忠礼电力贡献约1.5亿令吉的盈利,相等于16%和15%的增长。
不过,由于一切仍待厘清,因此分析员仍保持财测不变。
NEDA允许没协议可供电
另外,“全新强化配电计划”(NEDA)的推介,将允许如杨忠礼电力般的独立发电商,在没有购电协议(PPA)的情况下供电。
这也意味着,该公司总产能达1212兆瓦的能源资产,仍可在长期内捎来贡献,因该计划的推出尚在初期阶段。
惟分析员认为,该股缺乏短期催化剂,净利增长仍将不温不火,因新加坡业务前景呆滞,Yes4G移动网络业务也正蒙亏。
这两个表现比预期要糟的业务,将继续导致短中期的净利受压。
新合约创双赢
肯纳格研究正面看待此合约,认为这无论是对独立发电厂(IPP),还是电力承购人而言,都是双赢局面。
由于电费将比之前的合约要低,因此净利也会随之走低,不过电力资产已全面折旧,因此营运成本也会较低。
在这样的情况下,任何额外的营业额,都将会是“红利”。
而国能也可从低收费购电中受惠。
股价波动不大
分析员也对“全新强化配电计划”感到满意,因这是领域重组的计划之一,而这个新计划目的是让最有经济效益的发电商,成为电源供应商,以降低成本,最终惠及消费者。
分析员将2016及17财年的净利预测,分别上修0.9%和2.6%,目标价格也上调至1.76令吉,维持“超越大市”的投资评级。
然而,杨忠礼电力今日的股价波动不大,闭市时以1.55令吉平盘挂收,成交量为244万5900股。【南洋网财经】
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发表于 2-11-2015 11:44 PM
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Notice of Interest Sub. S-hldr (29A)YTL POWER INTERNATIONAL BHD | Particulars of Substantial Securities HolderName | EMPLOYEES PROVIDENT FUND BOARD | Address | TINGKAT 19, BANGUNAN KWSP
JALAN RAJA LAUT
KUALA LUMPUR
50350 Wilayah Persekutuan
Malaysia. | NRIC/Passport No/Company No. | EPF ACT 1991 | Nationality/Country of incorporation | Malaysia | Descriptions (Class & nominal value) | ORDINARY SHARES OF RM0.50 EACH | Name & address of registered holder | CITIGROUP NOMINEES (TEMPATAN) SDN BHD- EMPLOYEES PROVIDENT FUND BOARDLEVEL 42, MENARA CITIBANK165 JALAN AMPANG50450 KUALA LUMPUR |
Date interest acquired & no of securities acquired | Currency |
| Date interest acquired | 28 Oct 2015 | No of securities | 1,141,900 | Circumstances by reason of which Securities Holder has interest | ACQUIRED | Nature of interest | DIRECT | Price Transacted ($$) |
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| Total no of securities after change | Direct (units) | 386,529,091 | Direct (%) | 5.009 | Indirect/deemed interest (units) |
| Indirect/deemed interest (%) |
| Date of notice | 29 Oct 2015 |
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发表于 9-11-2015 02:30 AM
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3大新發電廠展延 楊忠禮能源料受惠
2015年11月08日 財經
(吉隆坡8日訊)國內3大新發電廠均將展延,獨立發電廠商楊忠禮能源(YTLPOWR ,6742,主要板基建)料陸續獲得更多新的短期合約。
一名資深分析師回應財經週刊《Focus Malaysia》詢問時指出,目前國內新發電廠展延,發電業內種種發展,楊忠禮能源位于柔佛巴西古當的獨立發電廠,料再獲短期合約。
報導指出,該短期合約或與該公司旗下位于登嘉樓的Paka發電廠,不久前獲得的合約雷同,明年3月1日起生效,為期2年10個月。
巴西古當及Paka發電廠皆是天然氣發電廠,前者產能404兆瓦、后者產能807兆瓦。
不過,分析師相信,若與9月底已逾期未獲續約的購電合約相比,新的短期合約營運較為欠佳,但卻也比廠房擱置更為理想。
“若發電廠無法持續運作,將變成難以脫手的資產,若合約總值仍足以讓該公司獲利,何樂而不為?”【中国报财经】 |
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发表于 28-11-2015 03:07 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2015 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Sep 2015 | 30 Sep 2014 | 30 Sep 2015 | 30 Sep 2014 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 3,220,025 | 3,358,710 | 3,220,025 | 3,358,710 | 2 | Profit/(loss) before tax | 266,291 | 302,873 | 266,291 | 302,873 | 3 | Profit/(loss) for the period | 174,134 | 237,537 | 174,134 | 237,537 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 186,723 | 243,849 | 186,723 | 243,849 | 5 | Basic earnings/(loss) per share (Subunit) | 2.64 | 3.59 | 2.64 | 3.59 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 1.7600 | 1.6200
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发表于 8-12-2015 12:54 AM
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Type | Announcement | Subject | OTHERS | Description | RE-ORGANISATION OF GROUP STRUCTURE | Pursuant to Paragraph 9.19(5) of Bursa Malaysia Securities Berhad Main Market Listing Requirements, YTL Power International Berhad (“YTL Power”) wishes to announce that YTL Jawa O & M Holdings Limited (a wholly-owned subsidiary of YTL Power) has disposed all its shares in Attarat Operation and Maintenance Company B.V. (“Attarat O&M Co”) comprising 75 ordinary shares with a nominal value of USD1.00 each and representing 75% of the issued and paid-up share capital of Attarat O&M Co, to YTL Jordan Services Holdings Limited (“YTLJSH”) (also a wholly-owned subsidiary of YTL Power) for USD75 (“Re-organisation”).
As a result of the Re-organisation, Attarat O&M Co has become a direct subsidiary of YTLJSH and remain an indirect subsidiary of YTL Power.
Attarat O&M Co was incorporated on 4 December 2014 with an issued share capital of USD100 comprising 100 shares with a nominal value of USD1.00 each. Attarat O&M Co will be principally involved in operating and maintaining power plants.
The Re-organisation is not expected to have any material effect on the earnings, net assets or gearing of the YTL Power Group for the current financial year. |
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发表于 23-12-2015 12:06 AM
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本帖最后由 icy97 于 23-12-2015 08:39 PM 编辑
杨忠礼电力印尼公司 签116亿购电协议
财经新闻 财经 2015-12-23 12:43
(吉隆坡22日讯)杨忠礼电力(YTLPOWR,6742,主板基建股)和印尼国家电力公司Persero(PLN),签署长达30年和总值27亿美元(约116.1亿令吉)的购电协议(PPA)。
建2燃煤发电厂
杨忠礼电力持股80%的子公司丹绒加迪电力公司,今日和印尼国家电力公司Persero签署购电协议,以重新修订在1997年4月2日签署的购电协议。
根据协议,杨忠礼电力将兴建2座660兆瓦的燃煤发电设备,并将产出的电力卖给印尼国家电力公司。
杨忠礼电力指出,该项工程坐落在印尼西爪哇的丹绒加迪A(Tanjung Jati A)燃煤独立发电厂,将在2051年到期。
随着该公司于2004年收购印尼爪哇1220兆瓦电力计划的股权,且通过独资子公司杨忠礼东爪哇电力公司运作,而此次的新工程为杨忠礼电力在印尼的第二项投资。
杨忠礼机构董事经理丹斯里杨肃斌在文告中指出,印尼总统佐科定下未来5年内兴建35000兆瓦发电站指标,而公司能从中出一份力而感到非常荣幸。
他说,这项工程采用先进的燃煤技术,将是印尼新一代的发电厂的效率最高。【南洋网财经】 |
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发表于 24-12-2015 12:21 AM
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本帖最后由 icy97 于 24-12-2015 08:16 PM 编辑
投資印尼長期可獲15%回酬‧楊忠禮電力派息不受影響
2015-12-23 17:16
(吉隆坡23日訊)楊忠禮電力(YTLPOWR,6742,主板基建計劃組)與印尼簽116億令吉電力合約料短期影響盈利及負債,但不影響派息,分析員鑑於發電廠計劃詳情待釐清,維持財測不變。
聯昌研究對消息展望正面,因這將長期優化該公司盈利,預計帶來約10%至15%股本回酬,高於2015財政年的8%。
該計劃僅在2021年投運,聯昌預計,未來幾年興建發電廠的開銷將減少利息開銷,短期負面影響盈利,不過,因持有大量現金,相信該公司可維持每股10仙派息。
2015財政年,利息收入佔該公司稅前獲利的3%。
受這項龐大投資計劃消息推動,楊忠禮電力股價走高,一度漲4仙至1令吉49仙,股閉市報1令吉48仙,漲3仙。
根據電力供電合約,該計劃期限30年,於2051年截止,成本料27億美元(116億1千萬令吉)。
聯昌預計,若以80:20融資比例計算,未來幾年,該公司需撥出4億3千萬美元(約18億6千萬令吉)融資興建發電廠。
截至2015年9月止,該公司持117令吉現金及280億令吉貸款(1.2倍負債率),這筆撥款料佔現金16%。
大馬研究根據該公司持股權計算,該計劃需21億美元(約92億令吉)投資成本。
“新的電力供應合約對該公司影響正面,但依然存有盈利落差,因新發電廠僅在2021年投運,預計盈利將繼續由英國水務及Seraya電力推動,考量新計劃潛在投資,不排除未來將調整派息預期。”
該公司巴西古當及Paka發電廠合約已於9月截止,預計將簽署Paka發電廠短期合約,從2016年3月至2018年12月。
MIDF研究認為,對比大馬發電廠計劃每兆瓦450萬至550萬令吉建築成本,這項計劃每兆瓦880萬令吉成本不便宜,因3B發電廠計劃成本僅每兆瓦550萬令吉。
MIDF預計,116億令吉(該公司80%股權為96億令吉)料導致該公司負債率,從1.1倍走高至1.8倍,若以80%貸款融資,將額外增加5億5千700萬令吉融資成本。”
(星洲日報/財經‧報導:郭曉芳)
杨忠礼电力 负债率增至1.8倍
财经 股市 行家论股 2015-12-24 12:16
http://www.nanyang.com/node/740657?tid=462
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发表于 24-12-2015 02:35 AM
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Type | Announcement | Subject | OTHERS | Description | NEW SUBSIDIARY | Pursuant to Paragraph 9.19(23) of Bursa Malaysia Securities Berhad Main Market Listing Requirements, YTL Power International Berhad (“Company” or “YTL Power”) wishes to announce that Frog Education Limited (an indirect subsidiary of YTL Power) (“Frog Ed UK”) has acquired 2 ordinary shares of RM1.00 each, representing the entire issued and paid-up share capital of Frog Education Sdn Bhd (“Frog Ed MY”) at par value per share (the “Acquisition”). As a result of the Acquisition, Frog Ed MY has become a wholly-owned subsidiary of Frog Ed UK and indirect subsidiary of the Company.
Frog Ed MY was incorporated on 18 December 2015 and presently has an authorized share capital of RM1,000,000 comprising 1,000,000 ordinary shares of RM1.00 each. Frog Ed MY will be principally involved in the business of providing internet services, including the development and provision of education learning platforms.
The Acquisition is not expected to have any material effect on the earnings, net assets and gearing of the YTL Power group for the current financial year. None of the Directors or major shareholders of the Company or persons connected with them has any interest, direct or indirect in the Acquisition. |
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发表于 26-1-2016 02:29 PM
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发表于 26-2-2016 11:06 PM
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SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2015 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Dec 2015 | 31 Dec 2014 | 31 Dec 2015 | 31 Dec 2014 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 2,617,907 | 3,039,606 | 5,837,932 | 6,398,316 | 2 | Profit/(loss) before tax | 387,099 | 348,289 | 653,390 | 651,162 | 3 | Profit/(loss) for the period | 308,925 | 250,014 | 483,059 | 487,551 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 302,714 | 245,131 | 489,437 | 488,980 | 5 | Basic earnings/(loss) per share (Subunit) | 3.92 | 3.51 | 6.62 | 7.10 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 1.6100 | 1.6200
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发表于 4-3-2016 12:37 AM
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電訊業務扯後腿‧楊忠禮電力財測下調
2016-03-02 17:12
(吉隆坡2日訊)楊忠禮電力(YTLPOWR,6742,主板基建計劃組)最新業績符合預期,儘管洽談中的新電力合約可以稍微提振業務展望,電訊和英國業務卻可能扯後腿,部份分析員微幅調低財測。
扣除應收賬項減值回撥,該公司次季核心淨利按年下跌37%,原因包括大馬的購電協議於去年9月到期及新加坡西拉雅能源(Power Seraya)的稅前盈利按年減少4千400萬令吉。
該公司和國家石油的天然氣售價爭議和解後,第二季回撥1億5千300萬令吉應收賬項和相關利息收入3千800萬令吉。去年6月,該公司已錄得3億零400萬令吉應收賬項,加上回撥款項,意味著國油的賠償額可能高達4億9千500萬令吉。
大馬研究指出,第二季電訊業務虧損從1億2千800萬令吉擴至1億6千萬令吉,公用業務貢獻也減少,下修2016財政年盈利預測12%。
聯昌研究說,英鎊可能轉弱,拖累英國韋塞克斯(Wessex)的營收貢獻,因此將2016至2018財政年每股盈利預測調低1至3%,但看好該公司的長期展望、廉宜估值和誘人股息。
馬銀行研究納進最新營運數據,並預期新購電合約將從下月啟動後,將2016和2017財政年盈利預測調高4%和5%。
楊忠禮機構受拖累
楊忠禮電力控股公司——楊忠禮機構(YTL,4677,主板貿服組)的業績受累,艾芬黃氏研究調低2016至2018財政年盈利預測13至16%,並預期洋灰業務可能減少其他營收下跌的衝擊。
不過,聯昌卻基于洋灰業務表現不如當初預期,而下修楊忠禮機構2016至2018財政年每股盈利預測6至9%。
(星洲日報/財經‧報導:王寶欽) |
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发表于 3-4-2016 05:25 AM
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Type | Announcement | Subject | OTHERS | Description | NEW SUBSIDIARY | Pursuant to Paragraph 9.19(23) of Bursa Malaysia Securities Berhad Main Market Listing Requirements, YTL Power International Berhad (“Company” or “YTL Power”) wishes to announce that it has acquired 2 ordinary shares of RM1.00 each, representing the entire issued and paid-up share capital of YTL Jordan Services Sdn Bhd (“YTL Jordan Services”) at par value per share (“Acquisition”). As a result of the Acquisition, YTL Jordan Services has become a wholly-owned subsidiary of the Company.
YTL Jordan Services was incorporated on 29 March 2016 and presently has an authorized share capital of RM400,000 comprising 400,000 ordinary shares of RM1.00 each. YTL Jordan Services will be principally involved in the provision of technical services for oil shale mining and power plant operation & maintenance.
The Acquisition is not expected to have any material effect on the earnings, net assets and gearing of the YTL Power group for the current financial year. None of the Directors or major shareholders of the Company or persons connected with them has any interest, direct or indirect in the Acquisition. |
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发表于 6-4-2016 02:02 AM
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Type | Announcement | Subject | OTHERS | Description | NEW SUBSIDIARIES | Pursuant to Paragraph 9.19(23) of Bursa Malaysia Securities Berhad Main Market Listing Requirements, YTL Power International Berhad (“Company” or “YTL Power”) wishes to announce that we have received notification that YTL Utilities (UK) Limited (“YTLUK”) (an indirect wholly-owned subsidiary of YTL Power) has acquired 1 ordinary share of GBP1, representing the entire issued and paid-up of YTL Land and Property (UK) Ltd (“YTL Land & Property”) for GBP1. YTL Land & Property has in turn acquired 1 ordinary share of GBP1, representing the entire issued and paid-up of YTL Homes Ltd (“YTL Homes”) for GBP1.
As a result of the acquisitions, YTL Land & Property and YTL Homes have become indirect wholly-owned subsidiaries of the Company.
YTL Land & Property and YTL Homes were incorporated on 19 February 2016 and 20 February 2016, respectively in England & Wales. Both YTL Land & Property and YTL Homes are intended to be principally involved in investment holding and property development.
The acquisitions are not expected to have any material effect on the earnings, net assets and gearing of the YTL Power group for the current financial year. None of the Directors or major shareholders of the Company or persons connected with them has any interest, direct or indirect in the acquisitions. |
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发表于 9-5-2016 10:14 PM
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杨忠礼增持ACPO股权 引进新股东发展约旦电厂
财经 2016年05月09日
(吉隆坡9日讯)杨忠礼电力(YTLPOWR,6742,主板基建股)进一步增持Attarat电力公司(ACPO)股权至45%,並將协同其他股东通过ACPO共同发展约旦燃油页岩电厂。
文告指出,ACPO的现有股东,即杨忠礼电力、爱沙尼亚能源和近东投资签署股权协议,藉此引进新股东——广东粤电集团,共同发展约旦的554兆瓦燃油页岩电厂及矿山,总值21亿美元(约84亿零998万令吉)。
近东退出大股东行列
在上述协议中,杨忠礼电力于ACPO的持权將从目前的30%,提高至45%;爱沙尼亚能源股权將隨之降低至10%,近东投资则退出大股东行列。
届时,杨忠礼电力(45%)、粤电集团(45%)和爱沙尼亚能源(10%)將分別非直接性地持有ACPO股权。
杨忠礼电力执行董事拿督杨萧宏指出,是次发展的燃油页岩电厂,將有助应付约旦能源需求和降低当地发电厂所需的原油进口產品数量。
「是次的伙伴组合在发电及採矿业务方面拥有丰富的经验,这將推动该项目成功,进而协助约旦迈向具成本效益及独立能源的时代。」
今年年初,APCO分別和中国银行及中国工商银行签署总额16亿美元的贷款协议,中国出口信用保险公司(Sinosure)將为该专案提供信贷保险。
据文告指出,一旦ACPO符合多项財务结算条件,以及获得中国出口信用保险公司及中国政府批文,上述油页岩电厂预计在2019年开始生產电力。【东方网财经】 |
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