【YTLPOWR 6742 交流专区2】楊忠礼能源

esj_joo

原帖由 yhchan 于 1-10-2008 05:05 PM 发表
想请问大家所讲的 40 送1，是不是必需拥有一定数目(送出数目100股以上) 才会有呢？我有2000 股，除40 才Free 50而已。那么是不是还entitle呢？

因为小弟在外坡工作，不能检查信箱，故不懂40 free 1我到底有没有份 ...

是的。你的股票户口会增加50股。

yhchan

原帖由 esj_joo 于 1-10-2008 09:16 PM 发表


是的。你的股票户口会增加50股。

好的，谢谢。
哈哈，第一次收到Free股。

如风幻影

YTLPOWR每年都会给的。。。我已经收过3-4次了。。。。

tmy

我也得到了25股。。 值得考虑加码了。

sato28

很久没看到老娘发表她的 YTLPOWER 了？ 老娘那里去了？

heamq

天要下雨，娘要嫁人。
老娘嫁人去了吧！

ken8288

WARRANT 和 母股，还是WARRANT 比较吸引一点。
但WB 来来去去都跌不下0.5。
而且现在的时势，还是等等先吧 。
各位大大，有没有人现在收WB 呢?

xiye

其实老娘也很希望能够上来吹水的，只是YTLPOWER最近没有什么特别的企业动作，来来去去都是在回购股票而已，有点闲咯。。

imlouis

真无聊。。 没什么戏看得。。。。

红龙

YTL＿P的PRICE真正不动如山，想它下多一点都不行，要多买进都不可以。。。等到我都老了。。。。

yhchan

请教下老娘做么要叫老娘。真的那么老咩 ？

还有做么今天大跌，YTLPOWR还是不动的。。。我还想再买

xiye

原帖由 yhchan 于 8-10-2008 04:09 PM 发表
请教下老娘做么要叫老娘。真的那么老咩 ？

还有做么今天大跌，YTLPOWR还是不动的。。。我还想再买

老娘3张米有得找鸟，你说老不老？？

买进YTLPOWER最需要担心的，是YTLPOWER被贱价私有化。但是，既然YTLPOWER都一直不断地回购自己的股票，所以被贱价私有化的可能性就减少鸟。

市场上流动的YTLPOWER票数，不会超过40%，因为大部分都已经被YTL和EPF掌控着。在看看YTLPOWER手上的现金，就算以每股RM2来收购市场上所有YTLPOWER的流动票，都还有钱剩。当然，YTLPOWER是不能酱做。因为回购自家股票的上限是10％而已。但是，就算YTLPOWER要酱做也是有办法的，就是回购后，把到手的股票注销掉。不过，这只是拿工来做而已，丝毫米有为企业带来正面的效果。

YTLPOWER的股价不会大跌，老娘认为是回购的结果。就假如老娘手上有YTLPOWER的票，同时老娘也知道YTLPOWER一定会回购自家的股票，那么，老娘为什么还要在现在这个风大雨大的时候卖掉YTLPOWERnie?在现在这个时候，就算把钱收在银行也会贬值的情况下，以不变应万变，应该是最好的策略。老娘也是很好奇，为什么总是在股市大跌的情况下，会有人要把股票卖掉？？在大跌是买进应该是最安全的才对呀！！难道老娘老蒙懂鸟？？ 请各位大大指教指教。

既然认为YTLPOWER不会大跌，那么，买进YTLPOWER凭单的风险就会下降。因为母股已经到价鸟，而且凭单还以折扣价出售。买鸟凭单直接换去母股还有得赚(假如母股在转换期间没有下跌的话)。

sato28

Company Name : YTL POWER INTERNATIONAL BHD  
Stock Name  : YTLPOWR
Date Announced : 08/10/2008

Date of buy back from :29/09/2008
Date of buy back to :30/09/2008
Total number of shares purchased (units) :334,000
Minimum price paid for each share purchased (RM) :1.760
Maximum price paid for each share purchased (RM) :1.780
Total amount paid for shares purchased (RM) :593,890.62

The name of the stock exchange through which the shares were purchased  :BURSA MALAYSIA SECURITIES BERHAD

Number of shares purchased retained in treasury (units) :334,000

Total number of shares retained in treasury (units) :54,249,345

Number of shares purchased which were cancelled (units) :0

Total issued capital as diminished :0

Date lodged with registrar of companies :08/10/2008

Yewlili

還是買YTLPOWER 最安心,每一季业績出爐只知道.
"我的公司又賺钱了...又有股息了...又有庫屯股拿了...

klagigi

12月又有final dividend拿了。。
对了，Seraya的pre-qualification tender submission不知几时开始。。

klagigi

西拉雅能源或以约25亿元出售

（2008-10-08）

● 李韵琳

　　成功脱售大士能源公司（Tuas Power）和圣诺哥能源公司（Senoko Power）后，淡马锡控股为手上最后一个发电厂西拉雅能源公司（PowerSeraya）寻找买家。市场人士估计，该发电厂可能以约25亿元出售。 　　圣诺哥能源去年供应我国28％的电力，发电能力达3100兆瓦。去年8月，圣诺哥能源宣布将投资8亿元在裕廊岛上兴建一座800兆瓦的复循环热电共生厂。预计在2010年建成之后，西拉雅能源将成为新加坡最大热电共生蒸汽供应商，发电能力将增至3900兆瓦。 　　淡马锡控股计划在2009年6月之前完成脱售我国三家发电厂公司，即大士能源公司、圣诺哥能源公司和西拉雅能源公司。这三家电力公司共占我国电力供应的80％。 　　尽管距离这个期限还有7个月的时间，而美国金融海啸还未平息，但淡马锡有信心将西拉雅能源公司卖出。 　　淡马锡投资部董事总经理邓慧娴说：“西拉雅能源公司是高素质的资产，拥有强稳的现金流、策略性的地理位置，以及有实力的管理层。有意竞标圣诺哥能源的投资者已向我们反应对这个项目有浓厚兴趣。” 　　根据路透社取得的消息，上两次竞标大士能源和圣诺哥能源，但没有成功的公司可能出手竞标，包括印度达达能源(Tata Power)、巴林的投资银行Arcapita和香港李嘉诚掌控的香港电灯集团（Hongkong Electric）。 　　截至3月底的财政年，西拉雅能源的营业额达27亿9300万元，税前营运盈利(EBITA)为3亿5500万元。 　　淡马锡并没有为西拉雅能源设最低标价或制定招标截止日期，出售过程相信将类似过去两个发电厂的出售方式，同样将分两个阶段进行。 　　消息人士指出，有意投标者必须在本月底之前先提呈初步献议，淡马锡控股之后将挑选出一些竞标者，让它们对圣诺哥能源进行精准审核，然后再提出具有法律约束力的最后献议，并在年底公布成功得标者。

klagigi

Singapore Temasek to sell power firm PowerSeraya

SINGAPORE, Oct. 7 (Xinhua) -- Singapore state investment firm Temasek Holdings launched Tuesday the sale of its electricity generator PowerSeraya, which generates about 28 percent of the city-state's electricity.     PowerSeraya will be the last of three power generator that Temasek is selling under its plan announced in July last year to divest all of its wholly-owned power generation companies in Singapore by the end of next year, in a bid to liberalize the city-state's power-generating sector.     PowerSeraya has a capacity of 3,100 megawatts (MW) now, and this will rise to 3,900 MW by 2010 when a new 800 MW capacity natural gas-fired plant completes.     For the year ended March 31, 2008, PowerSeraya had revenues of 2.79 billion Singapore dollars (1.90 billion U.S. dollars) and earnings before interest, tax, depreciation and amortization of 355 million Singapore dollars.     In a statement, Temasek's director of investment Gwendel Tung said, PowerSeraya "has attracted strong indications of interest from a number of potential bidders."     "As with the sale of the other two gencos (generation companies), the sale of PowerSeraya will be subject to acceptable price and commercial terms," he added.     Temasek last month sold Senoko Power generating company to a consortium led by Japanese Marubeni Corporation for 3.65 billion Singapore dollars.

klagigi

Temasek goes ahead with sale of PowerSeraya
Strong interest from potential bidders; pre-arranged finance package expected
Ronnie Lim, Business Times 8 Oct 08;

DESPITE the latest shake- up in global financial markets, Temasek Holdings yesterday said it was launching the sale of PowerSeraya following strong interest from potential bidders.

The generating company (genco) is the last of the three big power assets Temasek is divesting, as part of Singapore's move to liberalise the electricity and gas sectors.

Sources said the Singapore investment company is obviously trying to capitalise on the strong investor momentum, as evidenced by its two earlier, successful sales of Tuas Power in March and Senoko Power just last month.

Amid keen competition from both overseas and local bidders, the 2,670 megawatt Tuas Power finally went to China Huaneng Group for $4.235 billion, while the 3,300 MW Senoko was sold to Lion Power, a Japanese/French consortium, for about $4 billion.

'The first two sales have proven that even in such testing financial circumstances, there are a number of keen buyers seeking good quality power assets here,' one industry observer noted.

Besides, Temasek is said to be again offering 'staple financing', or a pre-arranged financing package, if needed, for the 3,100 MW PowerSeraya sale. This will ensure more timely bids by bidders who otherwise might have to scramble for financing amid the credit crunch.

Announcing the sale, Gwendel Tung, Temasek's director of investment, said: 'PowerSeraya is a quality asset. The quality is reflected by its strong cashflow, its strategic location in Singapore and able management.'

'This, in turn, has attracted strong indications of interest from a number of potential bidders. As with the sale of the other two gencos, the sale of PowerSeraya will be subject to acceptable price and commercial terms,' she added.

Foreign bidders who had bid unsuccessfully for the earlier two Singapore gencos are likely to try again for PowerSeraya. They reportedly include groups like India's Tata Power and GMR Infrastructure, Bahrain investment bank Arcapita and Hong Kong's CLP Holdings.

A number of local corporations, including Semb- corp and Keppel Corp as well as CitySpring Infrastructure, are also said to be eyeing the genco.

PowerSeraya, as its managing director Neil McGregor told BT in an interview last month, has exciting plans to grow from just a plain-vanilla genco (with power generation currently accounting for 80 per cent of its net profits) to a fully integrated energy company.

Last month, it reported sterling FY07/08 financials, including a 30 per cent jump in net profit to $218 million on the back of a 6 per cent rise in revenue to $2.8 billion, compared with FY06/07. This gave it a return on equity of 19 per cent.

Under its diversification plans, Mr McGregor said that in five years' time, oil trading, including natural gas and marine bunkers, plus the sale of utilities like steam and water to petrochemical plants on Jurong Island, is expected to account for half the genco's net profit.

PowerSeraya earlier this year opened a 10,000 cu m reverse osmosis desalination plant - giving itself sufficiency in its own water and steam needs, and also enabling it to sell steam to investors on Jurong Island. It is also building an $800 million, 1,550 MW cogeneration plant which when ready in 2010 will allow it to sell even more utilities there.

klagigi

Last local power company for sale
Temasek seeks buyers for PowerSeraya, in bid to liberalise industry
Robin Chan, Straits Times 8 Oct 08;

THE battle to buy the third and final of the electricity generation companies (gencos) being sold by Temasek Holdings is now under way.

The Singapore investment company announced yesterday that it has begun the sale process for PowerSeraya. The other two gencos were sold earlier this year.

Interest in PowerSeraya is set to be strong as this will be bidders' last chance to get their hands on one of the three largest gencos in Singapore. Together, the three account for over 80 per cent of Singapore's electricity generating capacity.

Industry observers will also be watching to see if local players Sembcorp Industries and Keppel Corporation will be able to keep PowerSeraya in domestic hands.

Temasek is selling off the three gencos to liberalise the power generation industry and has targeted mid next year to complete all divestments. Private ownership can be expected to trigger off stronger competition among the trio.

Ms Gwendel Tung, director of investments at Temasek, said that PowerSeraya 'has attracted strong indications of interest from potential bidders'.

PowerSeraya has a capacity of 3,100MW, rising to 3,900MW by 2010 after the completion of its 800MW natural gas-fired plant, which would make it the largest genco by capacity based on current figures. It currently accounts for about 28 per cent of Singapore's electricity generation. For the year ending March 31, it had revenues of $2.8 billion and earnings before interest, tax, depreciation and amortisation of $355 million.

Tuas Power, the newest but smallest of Temasek's power companies with a 2,670MW capacity, was sold off in March this year to China Huaneng Group for $4.2 billion. The Chinese power group was considered by analysts to have overpaid for the genco.

Japanese-French consortium Lion Power won the bid for Senoko Power, the largest genco of the three, just last month. It paid $3.65 billion and took on $323 million of net debt in a deal for the 3,300MW capacity genco.

Given the current financial crisis, an analyst said Temasek may take a small discount on the deal compared to its previous divestments. However, because gencos are not losing money, and are assets with a steady cashflow, banks would not have a problem financing a purchase.

A source said that the timeframe of the deal is likely to follow that of the Senoko divestment. So a decision can be expected within the next two months.

The Senoko deal was believed to have attracted some half a dozen bidders. Some of the remaining interested players include India's Tata Power and GMR Group, Hong Kong's CLP and Hong Kong Electric and the Bahrain investment bank Arcapita, sources have said.

Whether they outbid the local players will be something to watch for. PowerSeraya's strategic location and cogeneration capabilities offer attractive synergies. Both Sembcorp and Keppel have small cogeneration plants of less than 800MW capacity each.

Spokesmen for both confirmed their respective firm's interest in the remaining power company, but emphasised any deal would have to make sense commercially.

siokae0422

原帖由 klagigi 于 8-10-2008 11:37 PM 发表
12月又有final dividend拿了。。
对了，Seraya的pre-qualification tender submission不知几时开始。。

期待12月的来临