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[公司专区] 6742 YTL POWER 楊忠禮電力

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x 1349
发表于 2009-7-30 15:10 | 显示全部楼层
我也认为英国政府不会让她调高水费至2.1% 的顶限 , 工党最近支持率很低了加上经济不好。 不过还是看好有商量的余地。

执照的问题不大,届时相信管理层会有行动,只要她还能维持效率第一。

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x 61
发表于 2009-8-3 19:12 | 显示全部楼层
横摆了很久...在酝酿下一坡涨势??
我几时才有钱加码啊~~
钱啊钱啊快快来~~

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x 0
发表于 2009-8-7 01:43 | 显示全部楼层
Installation of 450 mw power plant: Evaluation of aspirant cos from next week


Shamim Jahangir



The Power Cell will start evaluation to select a qualified power producer company next week for installation of 450MW Power Plant at Bibiyana in Habiganj immediately, informed sources in the Ministry of Power, Energy and Mineral Resources said.

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

Prime Minister Sheikh Hasina has directed the power division officials on Wednesday to start evaluation of the documents of seven power producer companies for installation of the big power plant without appointment of World Bank adviser to reduce the nagging power crisis in the country.

The Prime Minister has expressed her dissatisfaction for not starting the evaluation process of the plant as yet, sources said.

Following her directive, the power division has started scrutinising the documents of seven companies to appoint a qualified power company next week, sources added.

The companies which submitted the pre qualification statements are Independent Power Corporation PIC of England, YTL Power International Berhad of Malaysia, Summit Industrial and Mercantile Corporation (Ptv) Limited and GE Energy LLC, Bangladesh, Ranhill Berhad of Malaysia, 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), Globeteq Advisors Limited of England and MPC Consortium of Meiya Power Company (Hong Kong) and Shasha Denis Ltd of Bangladesh.

Though more than three months have passed since the submission of the pre-qualified statements by these companies, the Power Cell is yet to start evaluation.

The World Bank said it was interested in financing the privately owned power plant if the government appoint an adviser firm as per directive of the bank.

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/2009/07/31/news0381.htm

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x 0
发表于 2009-8-7 02:02 | 显示全部楼层
本帖最后由 klagigi 于 2009-8-7 02:08 编辑

Tubli sewage plant tender expected by 2010

by Benjamin Millington Jul 8, 2009


Bahrain also has plans for plants at Al Dair and Zallaq.

Bahrain’s Ministry of Works has reiterated its commitment to issuing the tender documents for the expansion of its Tubli sewage treatment plant by 2010.

Assistant undersecretary of sanitary engineering Khalifa Ebrahim Al Mansoor said yesterday that preparations were underway to engage the private sector and “the release of the Request for Proposal (RFP) is expected before the end of the year.”

The project forms part of a wider ongoing national Privatization Strategy and Implementation Plan (PSIP) and a significant effort by the government to upgrade the country’s sanitary infrastructure.

Al Mansoor was speaking at the pre-bid conference for the Muharraq sewage treatment plant, the Kingdom’s first sanitary engineering privatization project.

He added that there are also plans for plans for plants at Al Dair, in the south east, and Zallaq, in the south west, which are expected to be complete within eight to ten years.

Bidding for the Muharraq plant opened last month and the RFP was issued yesterday.

The prequalified consortia will be bidding for a 27-year Build Own Operate (BOO) contract to develop a greenfield sewage treatment plant and conveyance system which includes designing, financing, constructing, commissioning, testing, owning, operating and maintaining the plant and sewer system, as well as associated facilities, network extension and modification works.

The plant will have an initial design capacity of 100,000 cubic metres a day which the government can choose to expand to 160,000 cubic metres during the BOO term. The tender will close on October 28 and is expected to be awarded by March or April next year.

Al Mansoor said he was delighted with the turnout to the pre-bid conference which attracted around 100 representatives from 12 international consortiums.

Consortiums attending the event included YTL Power/Wessex Water; Acciona/Kuwait Financial House; United Utilities/Intstrata Capital/Samsung Engineering; Aqualia/Peninsula Consortium; Summitomo/Dregremont; Berlinwasser/Metito; Saudi Oger, K-Water/Samsung C&T; Biwater; Kharafi National; and Keppel/Veolia.

http://www.constructionweekonlin ... r_expected_by_2010/

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x 0
发表于 2009-8-7 02:31 | 显示全部楼层
Muharraq sewage tender open to bids

by Benjamin Millington Jun 2, 2009

Bidding for the Build Own Operate (BOO) contract for the Muharraq sewage treatment plant in Bahrain has opened, according to the Ministry of Works.

A spokesman for the Ministry said the tender will close on October 28. A total of 16 pre-qualified consortiums have been invited to bid (see below for full list).

The contract is on a 25-year BOO scheme and is expected to be awarded by March or April next year, the spokesman said.

The sewage treatment plant will be located in the Muharraq region of the Kingdom and will process 90,000-100,000m3 per day which is expected to will increase to 160,000m3 within five years.

The Muharraq plant is the country’s first private wastewater scheme after the Ministry employed consultancies HSBC, Fichtner and Norton Rose to develop a programme of privatisation for the sanitary engineering sector.

The assistant undersecretary for sanitary engineering, Khalifa Ebrahim Al Mansoor, had told Construction Week they hoped to also tender stage two of an upgrade to the Tubli waste water treatment plant by the end of the year.

“Stage one of the upgrade was the consultancy work and that has been completed by p2m Berlin,” he said.

“Stage two will increase the capacity to 350,000m3 a day and includes the construction, operation and maintenance of the plant.

“We are now in the process of preparing this and hopefully we will be ready to go to tender maybe by this end of this year.”

The pre-qualified consortia

1. Acciona Agua (Lead) and Kuwait Finance House
2. Aqualia Gestion (Lead), Four Winds Capital Management, Grupo FCC, Nesma Partners, Zero Waste Bluewater Bio, and Fomento De Contructiones Y Contratas (“FCC”)
3. Berlinwasser International (Lead) and Metito Utilities Limited
4. BiWater Construction Limited
5. Suez Environment – Degremont
6. Keppel Seghers Engineering Singapore Pte Ltd
7. Karafi National (Lead) and Severn and Trent International
8. Palm Water (Lead) and Water Leau
9. Saudi Bin Ladin (Lead), Tanqia FZC, and Passavant Roediger GmbH
10. Saudi Oger (Lead), Korea Water Resources Corporation, and Saumsung C&T
11. Sembcorp Industries Ltd
12. Sumitomo Corporation
13. United Utilities International Limited (Lead), Samsung Engineering Company Ltd plc, and Abu Dhabi investment Company PJSC, and Instrata Capital
14. Veolia Water
15. YTL Power International and Wessex Water
16. WTE Wassertechnik GmbH

http://www.constructionweekonlin ... ender_open_to_bids/

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x 1349
发表于 2009-8-7 10:39 | 显示全部楼层
太好了,有这段新闻后,我就不卖股了。

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x 1349
发表于 2009-8-12 12:43 | 显示全部楼层
我倾向于0债务。 当然我会投资YTL POWER 是选管理层会很好的利用杠杆率来做生意。 至于YTL POWER 与TANJONG的债务比较,井底蛙已在TANJONG区里叙述的非常明了。

我不担心YTL POWER的利息,因为知道她的FCF高与FINANCE COST同时能兼顾派股息,而且她的CFFO/PROFIT都能让我放心投资。

BONDS吗? 虽然有4 项INDEX LINKED BOND不过也分别在2023,2046,2057,2058到期,全是WESSEX WATER的债券 (只要W.WATER还能继续续约)至于这些通膨债券的利息也在合理的利率里(请参考年度报告书),无大碍。

如果公司以发行债券来赎回到期的债券也无不可,我只关注管理层会如何的运用这些债务来发展业务而已。到目前为止,YTL POWER有收购有竞标,我给他PASS咯。

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x 61
发表于 2009-8-12 17:37 | 显示全部楼层
不过最近股价却一直在往下掉
是叫我快快进货吗?

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x 1349
发表于 2009-8-13 11:27 | 显示全部楼层
48# 纸鹤

嘻嘻,我已在2.18 出了一点   ,不过还是会看好竞标成绩。。 最近卖单较多应该和凭单被转换有关的。

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x 0
发表于 2009-8-13 15:40 | 显示全部楼层
我也对它很有信心。话说怎么还没宣布9月份的派息。还是9月份才宣布?

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x 1349
发表于 2009-8-13 16:00 | 显示全部楼层
那就等这个月尾的第三季报吧。

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x 0
发表于 2009-8-15 21:45 | 显示全部楼层
我想买来长期投资。现在是好时机吗?
还是等到<2.00才买呢?

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x 1349
发表于 2009-8-15 21:52 | 显示全部楼层
52# mastermind

低过2.00 应该很难等了。。

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x 0
发表于 2009-8-15 22:23 | 显示全部楼层
53# 蛋散


hm... 那就没办法了。只是现在klci升得那么高,有点怕怕而已。总觉得现在不是买的好时机。
如有说错,还望各位高手指点指点。谢谢。

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x 2
发表于 2009-8-16 09:44 | 显示全部楼层
如果有时间,一定会等到的。
牛市过了就是你买进的时候
到时会《1.80。
所以一定要有耐心喲

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x 0
发表于 2009-8-20 21:47 | 显示全部楼层
Financial Results
Reference No YP-090820-7CAE2

Company Name
:
YTL POWER INTERNATIONAL BHD
Stock Name
:
YTLPOWR   
Date Announced
:
20/08/2009
Financial Year End
:
30/06/2009
Quarter
:
4
Quarterly report for the financial period ended
:
30/06/2009
The figures
:
have not been audited

Converted attachment :



Please attach the full Quarterly Report here:




Remark:




  • DEFAULT CURRENCY
  • OTHER CURRENCY



Currency
:
Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
30/06/2009

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/06/2009
30/06/2008
30/06/2009
30/06/2008
$$'000
$$'000
$$'000
$$'000
1Revenue
2,845,318
1,140,540
6,101,928
4,242,518
2Profit/(loss) before tax
509,292
368,568
1,352,404
1,385,701
3Profit/(loss) for the period
8,994
280,648
625,804
1,038,846
4Profit/(loss) attributable to ordinary equity holders of the parent
9,001
280,648
625,811
1,038,846
5Basic earnings/(loss) per share (Subunit)
0.15
5.29
10.99
20.00
6Proposed/Declared dividend per share (Subunit)
1.88
3.75
13.88
11.25








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 ($$)
1.0400
1.2100

Remarks :
Further to Item 6 above, the Board of Directors has recommended for shareholders' approval a single tier final dividend of 3.75% or 1.875 sen per share (rounded to 2 decimal places above due to template constraints/requirements) for the year ended 30 June 2009. The proposed/declared dividend per share for the cumulative quarter of the current year to date amounts to 13.875 sen per 50 sen share (rounded to 2 decimal places above due to template constraints/requirements).

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x 0
发表于 2009-8-20 21:50 | 显示全部楼层
revenue上升,可是profit却下降,到底是好还是不好?

x 0 我要送花

x 0
发表于 2009-8-20 22:07 | 显示全部楼层
revenue上升,可是profit却下降,到底是好还是不好?
mastermind 发表于 2009-8-20 21:50

去年的暴利税和过后一次过的税金。。刚好都落在1/7/08 ~ 30/6/2009财政年里。。

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x 2499
 楼主| 发表于 2009-8-20 22:47 | 显示全部楼层
去年的暴利税和过后一次过的税金。。刚好都落在1/7/08 ~ 30/6/2009财政年里。。
klagigi 发表于 2009-8-20 22:07


实情是英国水务那里出现了4个亿的deferred tax。
所以盈利减少了。另外,新加坡那里开始贡献2亿盈利。

债务的成本明显提高了,由去年的6亿提高到8亿,
主要是融资带来的利息。

还有,集团的利息为4% - 6%,
若利率再上升的话,很可能集团又会赚少几个亿,
加上英国水务无法提高水费,而新加坡业务还需要笔资金投入和周转的情况下,
公司未来的盈利不被看好,直至2010年情况明朗为止。

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x 0
发表于 2009-8-20 22:54 | 显示全部楼层
59# 无聊人

谢谢你那抽丝剥茧的分析。
高手,高手。

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