Iculs

Let sell until cbb margin call..lol

Now I feel that all news paper. Research institute are sometime bull shit. It just help mutual fund fried stock.

Why lot of research say ytlp keep lot of cash and not reward their share holder? I roughly go through annual report. Ytlp used rm1.3 b buy back own share + 10 cent div about 660 mil within two years. Mean each years pay about 1b to their shareholders. A 10b market cap company paying 1b rewards their shareholders is about ten percent. Maybe shareholders cannot feel the cash but it does mean no. Somemore still got more then fivepercent treasury share. Warrant exercise price may drop another 6 cents to 1.06 if distributed before expiry.

Tq

Oh ya

1/aug/2014
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1700209
12/jan/2014
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1524001

chew ben ben... 12.8%(jan) to 10.6%(aug)

:) happy investing

yes may be dividend from borrowing, but Guys must not able study well cash flow statement. Is time to study account and make good investment.
cash generate from operation..
operating expenses.
management fee.
and most important
*depreciation.
*amortisation.

and you will know why dividend more than EPS.

in not sure 2010 or before starhill selling to "starhill global reit" get revalue 270+mil count in earning.

this months also the revalue some properties 300mil.. I think we will get a surprising earning this quarter but of cause not distributable.

i also don't know why this reit not like others reit revalue every year. if any expert like samT can help me.

wow! huat liao jit bai.

come on..Are you guys still believe in open tender? How many years you guys live in Malaysia already. you help me I help you ma. high speed rail have more chance compare with IPP. Because first time ma. No others local company has expertise then YTL be the first bull la, like twenty years also IPP start, no body have experience then YTL start la.

time to take some risk before September power purchase agreement on.
still losing 1.5mil/quarter on biomass power generation.

big player pressing down this stock. similar 3 months ago @1.50 then media news release, then push to 1.75, then sell all down and accumulate again. stupid trick. should be little fund managers.

CANTONESE " NGAO LAN SOU"

The NAV per unit of YTL Hospitality REIT as at 31 March 2014 is RM0.9957

3 months 26 %, what a great properties bubble, or accounting strategy, or currency translation, or whatever reason. This is why Robert kiyosaki books state that he want to be a insider who drive the boat. For a small shareholder, nothing we can understand, we just one of the passenger. but I believe the name "YTL" but not "Vincent Tan" not "Ananda", privatise 7 eleven within nine month, privatise maxis during low price. And I believe YTL = (PBB) TEH HONG PIOW.

A simple calculation, during march NAV=RM1, around 1.2b units = 1.2 bil. than total borrow = 56%(previous article) mean total asset = 1.2b/44*100=2.7bil, borrowing = 2.7bil-1.2bil=1.5b. so now NAV = 1.26 so total 1.2b unit * 1.26=1.5b, "HAHA".. now total asset = 3bil. and borrowing 1.5bil dept/3bil asset = 50%
comply real estate investment trust rule, no need more units placement..

is this a joke? hopefully my calculation is wrong..

10k hectare to be plant with plam three, two more oil mill building, reforest activity. of cause low profit.buy in and wait two three years. excluded forestry, 60k hectare palm tree, kmloong 15000 ha worth 900mil, 60k ha atleast 3600mil. hope lot ppl sell down and I can buy in with cheap price.

11b equity - 6.9b goodwill = 4.1b
1.05b/4.1b = 25% Roe.
Gearing 29/4 = 7.25 good leverage.

Jaya ffb 57k ton but only 4.5k cpo.

May I know why 12.8k ton ffb can get 5.8k ton cpo? Normal rate about 20%.

assume Malaysia have 1/4 chinese times 28 mil capital = 7 mil, 1/2(25~55years) working power = 3.5million, but 1 million singapore PR.

Malaysia are exporting duck and laying golden egg on our neighbour.

Here i would like to say thank you Uncle Koon donating huge amount of scholarship for malaysian
i hope with the capable of uncle koon (ex gamuda, ijm, mudajaya leader)can do something, keep our youngster here to increase GDP, spent here, built their career here.

before aug ytl own ytlp 60% ~7.3m*.6 = 4.38m
aug cancel 0.25m; tresure 0.26m; 75%wb * 1.1m =0.82m
7.3-0.25-0.26+1.1=7.89
4.38+0.82=5.2
5.2/7.89= 66%
still long long road to privatize.
3B pjc?(ytlp) hsr(ytl)?
acc earn 60bil/71b = 840/1000share
10xPE =1560/1000share
target privatize price = RM2.4/1000share?