【YTL 4677 交流专区】杨忠礼机构

tan81

益資利艾文紐證券研究（ECMLibra）指出，儘管每單位0.82新元（約1.95令吉）收購價，較麥格理佳盛產託最后報價高出61%，惟比淨資產值低49%，在金融海嘯襲擊之際，這是個難得機會。

这个分析员又在讲鸟话。
“在金融海嘯襲擊之際”
这哪算是好价钱。

除非压倒低价，才是难得的机会。

[ 本帖最后由 tan81 于 29-10-2008 11:55 PM 编辑 ]

傻人最有傻福

Notice of Shares Buy Back - Immediate Announcement

Reference No YC-081104-2DE3E

Company Name	:	YTL CORPORATION BERHAD
Stock Name	:	YTL
Date Announced	:	04/11/2008

Date of buy back	:	04/11/2008
Description of shares purchased	:	Ordinary shares of RM0.50 each
Total number of shares purchased (units)	:	200
Minimum price paid for each share purchased (RM)	:	6.700
Maximum price paid for each share purchased (RM)	:	6.700
Total consideration paid (RM)	:	1,382.41
Number of shares purchased retained in treasury (units)	:	200
Number of shares purchased which are proposed to be cancelled (units)	:	0
Cumulative net outstanding treasury shares as at to-date (units)	:	137,222,005

傻人最有傻福

Notice of Shares Buy Back by a Company Pursuant to Form 28A

Reference No YC-081105-D52A8

Company Name	:	YTL CORPORATION BERHAD
Stock Name	:	YTL
Date Announced	:	05/11/2008

Date of buy back from	:	28/10/2008
Date of buy back to	:	31/10/2008
Total number of shares purchased (units)	:	105,800
Minimum price paid for each share purchased (RM)	:	5.650
Maximum price paid for each share purchased (RM)	:	6.200
Total amount paid for shares purchased (RM)	:	621,908.37
The name of the stock exchange through which the shares were purchased	:	BURSA MALAYSIA SECURITIES BERHAD
Number of shares purchased retained in treasury (units)	:	105,800
Total number of shares retained in treasury (units)	:	137,216,805
Number of shares purchased which were  cancelled (units)	:	0
Total issued capital as diminished	:	0
Date lodged with registrar of companies	:	05/11/2008
Lodged by	:	HO SAY KENG

纸鹤

一段时间没有人回复了....
YTL CORP最近吃了什么药,
上到RM7了~~

纸鹤

Key players like UEM Builders, IJM Corp, YTL Corp, Ho Hup Holdings, and Loh & Loh Construction are expected to bid

SYARIKAT Prasarana Negara Bhd (SPNB), a unit of the Ministry of Finance Inc, may call for tenders to extend the RapidKL Light Rail Transit (LRT) system by as early as the first quarter of next year.

The LRT covers two lines, namely the Ampang Line (previously, Star LRT) and Kelana Jaya Line (formerly Putra LRT). The assets are owned by SPNB.

The tenders, worth over RM1 billion, is for track and civil works, fare collection, and systems work involving power supply, signaling and communication, industry players said.

Under the plan, the Ampang line will be extended from Bukit Jalil to Puchong, heading towards Subang Jaya, and linking up to the Kelana Jaya line.
The extension will involve 32km of double track and around 24 new stations, a source said.

Currently, the Ampang Line runs from Ampang to the city centre, and then from Sentul Timur towards the National Sports Complex in Bukit Jalil, while the Kelana Jaya Line starts from Terminal Putra Gombak up until Kelana Jaya.

"The extension will allow for a more complete integrated rail network. The project may be government-funded or implemented through private finance initiatives," the source added.

Key players like UEM Builders Bhd, IJM Corp Bhd, YTL Corp Bhd, Ho Hup Holdings Bhd, and Loh & Loh Construction Bhd are expected to bid.

It is learned that low-profile railway engineering firm Global Rail Sdn Bhd will make submissions for the systems work, in collaboration with its foreign technology partners. It is eyeing a portion which is worth RM80 million.

The government is also expected to pump prime part of the RM500 million allocation under the RM7 billion economic stimulus package announced by Deputy Prime Minister Datuk Seri Najib Razak on November 4, to kick-start the project.

The allocation will also cover KTM Bhd's requirement for new three-car electronic multiple unit sets to cater for the Klang Valley.

KTMB has 60 sets now, but only half can be used. It needs 112 sets.

"Tenders for the train sets are under evaluation as the government is looking at an option to lease the trains to reduce its capital investment on the assets," the source said.

The tenders or lease options will attract manufacturers from Korea, China, Japan and Europe.

33333

又多了一份薪水。

美亚佳盛信托（MP Reit）更名为升禧环球房地产投资信托（Starhill Global REIT），杨忠礼机构（YTL）董事经理杨肃斌被委任为该信托经理的执行主席。
　　杨肃斌表示，杨忠礼机构的长远目标以及投资记录，加上升禧环球房地产投资信托的高质量资产以及稳健的基本面，将允许双方取长补短，达成协同作用，创造更多价值。目前的重点在于通过“升禧”，为房地产投资信托重塑品牌，并通过高回报的收购提高投资组合。

klagigi

Asiamoney Top Stock Picks: YTL Corp one of Asia's awesome foursome

THE FAVOURED FEW: Hindustan Unilever, Want Want China, YTL Corp. and KT&G Asiamoney, February 10, 2009 Across the world, share prices company profits and even entire banks have collapsed. So in such turbulent times, where should investors put their money? ASIAMONEY has identified four regional businesses with strong competitive advantages that offer some welcome shelter from the storm. Naomi Rovnick reports. AVOIDING COMPETITION IS KEY Malaysian conglomerate YTL Corp is a sprawling beast. At first glance, the conglomerate appears to hold a bizarre group of assets that have little in common. It runs Malaysian power stations and operates the fast train between Kuala Lumpur's airport and Sentral station. It also owns Kuala Lumpur's luxury Ritz Carlton hotel and upscale Starhill shopping centre, and it develops residential property in Malaysia. But they are ultimately very similar. The majority benefit from recurring, recession-proof cash flows. These are the engine of the business and explain why YTL Corp's profits are set to grow in the year to 2009, despite the global recession. "Over 80% of our revenues are recurring," YTL Corp.'s managing director Francis Yeoh tells Asiamoney. "That means I can sleep at night."  And while the conglomerate is based in Malaysia, it is not overly dependent on the country's troubled economy. About 49% of its revenues come from abroad. It owns UK water provider Wessex Water, Australian electricity provider Electranet and a cement contractor in China. Fans of American economist Michael Porter would love YTL Corp's business because it owns a large number of assets that no competitor could easily replicate, all of which offer recurring revenues. For example, Wessex Water has a rolling 25-year licence to provide water and sewerage to 1.5 million users in the south-west of England. "Wessex is a concession in perpetuity," Yeoh explains. "As long as you perform under the licence agreement the contract is renewed every year." YTL Corp. also has a 60-year contract to operate the express train service from Kuala Lumpur International Airport to Sentral station, which has 53 years left to run. The lion's share of YTL Power's power plant contracts run for 15 years or more. The retailers in Starhill Gallery, the Malaysian capital's most upscale shopping centre, have all signed up to long-term leases.  These concessions are virtual monopolies. No-one else can provide water under the exclusive contract that Wessex Water has for the south-west of England. Neither could they get the long-term airport express train concession, or YTL's long-term power provision contracts.

"I never want anyone to be able to compete with me," confirms Yeoh. The table above refers to financial data for parent company YTL Corp. It is listed on Bursa Malaysia, with a present valuation ofRM12 billion (US$3.3 billion). It sits atop a group of subsidiaries that are also listed on the same bourse. YTL Corp. owns majority stakes in all these subsidiaries and collects the majority of their revenues and profits. The set-up means that investors can gain exposure to all of the conglomerate's assets by buying into the parent, or they can buy shares in a single division if they prefer particular industries. YTL Power owns Wessex Water, Electranet and the power plant contracts. YTL Cement comprises Jin Yuan and a range of Malaysian and international construction contracts. YTL Land & Development builds houses in Malaysia and owns 2,000 acres of undeveloped land. Starhill Reit owns the Kuala Lumpur luxury hotels plus Starhill Gallery. METHODOLOGY Asiamoney used a research note published in January by Nomura’s Asia strategist Sean Darby and his team, which identified the 30 best companies in the Asia-Pacific region. Nomura called these companies "titans", describing them as having a "strong business model, sound strategy, solid balance sheet, and track record of success". To this list, we added Malaysian conglomerate YTL. Because this is emerging Asia and not Europe or the US, and given the background of the global credit crunch, we tweaked the model of economist Michael Porter. We opted to focus on businesses that will benefit from long-term regional growth, tried to identify long-term investments worth buying during the financial crisis, and only included businesses with net cash on their balance sheets. Asian companies need to refinance US$386 billion of debt by 2011, according to ratings agency Standard & Poor's. In the very worst cases, over-leveraged businesses that fail to make enough profits in these tough economic times could falter on their debt covenants and fall into the hands of their lenders. That's why we felt that it was important to take out companies with any possible refinancing concerns. All the company figures in this article's tables have been kept in the local currency in which their stocks are listed (other than the Hong Kong dollar, which is pegged to the US dollar), to allow readers the chance to make meaningful price-to-earnings calculations. Most tables refer to analysts' forecasts for financial year 2008 results, as none of the companies had published annual results at the time of writing. The exception is YTL Corp., whose financial year ends in June instead of December. The other 3 Asia’s awesome foursome were Want Want China in China, Hindustan Unilever in India and KT&G in Korea. For full profiles, log on to: http://www.asiamoney.com/Article/2101513/Channel/18737/Top-stock-picks-Asias-awesome-foursome.html?ArticleID=2101513&Type=Channel&ID=18737&single=true

[ 本帖最后由 klagigi 于 2-3-2009 11:07 PM 编辑 ]

ThermoFisher

杨忠礼机构着手接洽 隆新子弹火车有望开跑
2009/03/14 18:06:22
●南洋商报

（吉隆坡14日讯）消息人士透露，杨忠礼机构（YTL，4677，主板建筑股）打算恢复连接吉隆坡与新加坡的子弹火车计划。

财经周刊《The Edge》援引不具名的消息指出，杨忠礼机构正在和大马西门子私人有限公司合作，建造上述子弹火车。

连接吉隆坡和新加坡的子弹火车计划，是在前年提出，不过，由于担忧造价过于昂贵，因此在去年宣布搁置。

该报道也指出，子弹火车计划的建造成本，介于80亿至110亿令吉。此外，也将会沿着海岸线建造，而不是原本建议的采用原有的铁道路线。

不过，杨忠礼机构截至目前并没有回应这项消息。

33333

马新美景大桥要重新检讨，希望子弹火车也检讨检讨

ccube

YTL   今天大幅往下跳。。。。

有什么大事发生吗？

lcoder

ytl 沒人看了嗎 ?

香蕉肉丸

有人知道YTL平均股息回酬率有多少吗?

chrischew

這個我有進,烏龜股來的....全部人起時,它一個偏偏不起.....

汉王

STARHILL是什么公司来的？？品牌？？
不好意思，刚接触这间公司的内容而已！
还有谁能post上这公司近几年的派息是多少吗？？多谢

性感的手

但是人家跌到好像虾时，它没有

bubi

Tan Sri Francis Yeoh made Primus Inter Pares (First Among Equals) Honouree of the 2010 Oslo Business for Peace Award

http://www.ytlcommunity.com/commnews/shownews.asp?newsid=56503

bubi

马新磁浮快铁 建议书近期呈交政府
2010/10/25 6:30:05 PM
●南洋商报

（吉隆坡25日讯）有关以磁浮技术建造吉隆坡通达新加坡高速火车的建议书，将会在近期内提呈给政府。

《星报》引述了消息来源，政府即将会委任一家国际咨询公司，以研究各种有关吉隆坡-新加坡高速火车的建议书。

磁浮技术正是上海浦东机场衔接金融区的快铁系统，这也是全球第一个启用此技术的工程计划。上海的磁浮全程长30公里，可在两分钟内达每小时350公里的速度。据了解，新一代的磁浮快铁可达更高的时速。

更快更安全

这一项的磁浮快铁建议，预料将会与杨忠礼集团建议的快铁互相竞争，杨忠礼集团的技术伙伴为世界有名的快铁技术专家西门子（Siemens）。

尽管如此，杨忠礼集团的建议并没有获得批准，主要是因为高成本的因素；不过由于吉隆坡-新加坡高速火车的概念，最近却随着经济转型计划而重新浮现。

磁浮快铁被认为是较为合适的技术，因为它需要较少的维修，同时也更快更安全。这项技术已在上海启用了8年，并承载了200万名乘客。

与磁浮计划相关的消息来源透露：“这项技术已成熟，并且通过商业考验。马来西亚为另类跌路技术的市场，可能也可催化磁浮在世界的发展。”

bubi

杨忠礼机构承担92%发展成本 有信心标获高速列车工程
2010/10/04 6:01:02 PM
●南洋商报

（吉隆坡4日讯）第三次向政府建议兴建高速列车的杨忠礼机构（YTL，4677，主板建筑股），很有信心可以标得这项工程，主要是该公司将承担120亿令吉发展成本里的92%资金，政府只需承担8%资金。

据悉，杨忠礼机构董事经理丹斯里杨肃斌日前会见分析员时披露，该该公司正往多方面的寻找商机，包括了目前的两大计划——总值高达120亿令吉的高速列车计划，以及总值25亿令吉的WiMAX计划。

分析员指出，目前仍然无法确定杨忠礼机构标得高速列车工程的几率，不过，该公司这次提出比较合理的条件，估计能够提高该公司得标的机会。

目前，杨忠礼机构非常有信心可以标得总值介于100至120亿令吉的高速列车计划，这将是连接吉隆坡-新加坡的列车。不过，该公司并没有建议兴建连接吉隆坡-槟城的高速列车计划。

欢迎公开竞标

据悉，杨忠礼机构将会承担高速列车计划的92%资金，政府只需承担其余的8%资金以及收购土地的成本。

此外，杨忠礼机构也计划把一家负责基建工程的公司上市。

至于其余详情，杨肃斌目前大卖关子，目的是要把竞标成功率提到最高，此外，他也表示欢迎公开竞标，因为他相信杨忠礼机构所提出的价格非常有竞争力。

分析员认为，杨忠礼机构的成功率的确改善，因为马新两国的关系已经加强，此外，政府只需承担8%的成本也很有吸引力。

假设高速列车计划为期5年完成，税前赚幅为10%，建筑工程的净利每年将达2亿至2亿4000万令吉，进而把杨忠礼机构的每股净利提高15至20%。

koo_2828

吉隆坡到新加坡的高铁车票要卖多少？？要卖多少年才能回本？维修费？铁路土地收购？还有倆个国家的边境土地问题？那么不如干脆坐飞机更快。。。车票太贵，干脆坐飞机，还是南北大道做车。太便宜，120亿的钱，要收到几时回本？

bubi

楊忠禮有意競標高速火車計劃
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（吉隆坡26日訊）楊忠禮機構（YTL，4677，主板建築股）執行董事拿督楊肅宏表示，若有機會該公司不排除競標大吉隆坡計劃下的高速火車計劃。

此銜接吉隆坡與新加坡的高速火車，是以每小時350公里至450公里高速行駛，料耗資165億令吉。此計劃可帶來62億令吉的國民總收入，並可在2020年提供2萬9000個就業機會。

早前，楊忠禮機構曾提出興建來往馬新兩地的高速火車概念，惟此計劃因為成本問題，最終不了了之。

也是楊忠禮電力（YTLPOWR，6742，主板基建股）執行董事的楊肅宏，在該公司今日於隆市JW Marriott酒店舉行的一場簽署協議儀式結束後向記者表示，與磁浮列車比較，高速火車的可行性更高，因為前者的技術還未成熟。

另一方面，楊忠禮電力旗下子公司楊忠禮通訊私人有限公司今日與佳傑科技（ECS，5162，主板科技股）簽署分銷協議，後者將負責通過本身的全國資訊科技管道，來分銷前者的4G設備。

「我們今日的分銷基建在全國有超過2500個經銷商、由資訊科技零售商、系統集成商及企業零售商所組成。」佳傑科技拿督張昌烔在致詞時如此表示。

佳傑科技的董事經理胡善正在記者會上表示，此分銷協議將在明年開始為該公司帶來顯著的銷售額與淨利貢獻。

此外，楊忠禮通訊私人有限公司首席執行員李永鉅在記者會上指出，該公司在全國已設立2500個4G基地台，另外會陸續增設1000個基地台，預料會在明年完成。

楊肅宏在受訪時也不認為，該公司進軍4G流動寬頻市場將引發「寬頻戰爭」，因為目前仍很少人使用流動寬頻服務，因此此市場仍有成長空間。