【YTLPOWR 6742 交流专区1】楊忠礼能源

AhMatt

推到1.8 就好鸟。。   
然后就要看拜一。。707

檀主

在RM1.71又買了20LOTS.........   
但是平均價是RM2.10........

红龙

称遭人胁迫立下法定宣誓书
巴拉24小时内突然全盘撤回
7月4日 上午11点10分  

即时新闻 昨日公开宣称纳吉与阿旦杜亚拥有性关系的私家侦探巴拉苏巴马廉，在不到24小时内急转弯，宣布撤回宣誓书全部内容。

红龙

在RM1.70又買了 2 LOTS.........

somewhat

从CIMB抄来的......

The government recently released the Windfall Profit Levy (Electricity) Order 2008
which governs the implementation of windfall taxes on independent power producers
(IPPs).

ROA defined. The order stipulated that a levy shall be charged on any return on
assets (ROA) of a producer of electricity which exceeds 9% for each financial year.
The formula named profit before interest and tax (PBIT) excluding windfall profit levy
paid as the numerator. The denominator is the net value of fixed assets (FA) at the
end of the FY.

Other details. The levy will only be imposed on producers with an installed capacity of
at least 30MW and which are party to a power purchase agreement with any supply
authority. The levy will be paid on a monthly basis.

海贼火影猎人

FROM BIZ TIMES

Power firms fear new tax may dim bond outlook
INDEPENDENT power producers (IPPs) fear that the windfall tax imposed on them by the government will have a negative impact on the local bond market as well as the investment community at large.

An industry source said the move may result in a meltdown of debt and equity markets, leading to a spiralling adverse effect on the overall financial market in the immediate future.

"The windfall tax will cause IPP bonds, which make up a bulk of the bond market in the country, to be downgraded," the source told Business Times yesterday.

Furthermore, such a levy will send a negative message to the investment community as the windfall tax seems to penalise companies which are more efficient and to ignore the basic commercial realities that they face, the source said.

"We found out that some of the IPPs have even been contacted by banks to warn them about the consequences of the levy on their bond debts, fearing they (IPPs) will not be able to meet their obligations," he added, pointing out that IPPs are already paying a corporate tax of 26 per cent.

Last month, the government decided to implement the provision under the Windfall Profit Levy Act 1998 and impose a 30 per cent levy on returns on assets above the nine per cent threshold of the IPPs' audited accounts.

The source said the levy, imposed on IPPs with an installed capacity of 30 megawatts, will be calculated based on profit before interest and tax for the financial year, without taking into account any windfall profit levy paid.

It will also be based on the net value of fixed assets of IPPs as at the end of the financial year.

If the period in which the levy payable is less than a financial year, the levy payable will be determined on a pro rata basis.

RAM Rating Services Bhd said the effects of the windfall tax will vary depending on the specific project company's profitability and seniority of the rated debt issues.

It is of the view that highly-rated senior bonds should be adequately shielded.

"Having said that, prolonged imposition of the windfall tax could eat into the debt-protection reserves required for the ratings to be maintained," RAM's head of infrastructure and utilities ratings, Khoo Boo Hock, said in a statement last month.

He added that RAM has a greater interest in seeing the impact of the added tax burden on junior bonds and those issued by the IPPs' shareholders, which are dependent on equity distributions from their respective project companies.

"The windfall tax would result in lower cash reserves following the servicing of senior debt obligations and meeting the requirements of reserve accounts."

Under the circumstances, the ratings of these subordinated debt issues would be among the first to be negatively affected, Khoo pointed out.

新的暴利税影响债券市场的评级， YTLPOWER 会是最深受害者 （因为LEVERAGE 太劲），所以今天大跌。。。不过，根据它的管理层行业风险管理的能力和方向，大概以后会往RENEWABLE ENERGY 再生能源发展。。。尤其是水务范围的业务会是未来3－5年的看点。。。

vincentphuah

看来离1.50的时代不远了....
想不到坐大闸蟹的滋味这么难受...

siokae0422

今天应该没有那么容易推上1。8了

AhMatt

想买了。
是时候吗？？

Wilson_Ling

看起来应该还有更好的价钱,。
持有ytl power的，你们觉得应该暂时卖出，等有更好的价钱是买回来吗？ 想听听你们的意见。
我没钱average了 ，而且现在要出场也好像太迟了
烦烦烦

siokae0422

我不想减价卖出，我的平均价RM2.114
如果现在卖出就是肯定亏了
如果真的会1。5，我会再进货来拖底我的平均价
当然我不希望会看到1。5

弹煮

换马咯，过去骑Maybulk

siokae0422

你有没有lap先
不会又再叫人做白老鼠吧，哈哈
但是汽油价格不稳定对maybulk影响大吗？
为什么不强力推荐黑狗了？

弹煮

黑狗是长期拿股息的。
Maybulk可长可短

siokae0422

男人还是喜欢长的好
可长可短的好像很抽象
我不会欣赏抽象画的

web

原帖由 kycek 于 4-7-2008 09:29 AM 发表

哈哈哈...希望不要看到你下午时讲"我刚进了3张"

我今天 1.71 再进货。

美丽新世界

呵呵，我再等，等，等

美丽新世界

原帖由 siokae0422 于 4-7-2008 16:43 发表
男人还是喜欢长的好
可长可短的好像很抽象
我不会欣赏抽象画的

哇哇哇
我要按你报告
但我喜欢你的坦白

红龙

原帖由 Wilson_Ling 于 4-7-2008 04:07 PM 发表
看起来应该还有更好的价钱,。
持有ytl power的，你们觉得应该暂时卖出，等有更好的价钱是买回来吗？ 想听听你们的意见。
我没钱average了 ，而且现在要出场也好像太迟了
烦烦烦

那么你最好不要看股半年，手中有股，心中无股。。如果是我呢，会在下来的半年里，我会拼命赚钱，AVERAGE DOWN。大市一来，赚大钱。

红龙

还有５０％ CASH， 会在接下来的半年里慢慢 AVERAGE DOWN， 赚红股，赚股席。。对YTL＿P有结对的信心。。100％ 怕都没怕过。