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【YTLPOWR 6742 交流专区1】楊忠礼能源
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发表于 16-7-2008 01:56 PM
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原帖由 somewhat 于 16-7-2008 01:35 PM 发表 
License是永久性的, 但英国政府能随时终止. 不过必须给25年的Notice.
所以说和约被中止的可能性近于零.
是从我上面提供的link summarised出来的吗？！谢谢！
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发表于 16-7-2008 08:02 PM
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回复 1917# klagigi 的帖子
Wessex Water需要时间慢慢消化……
虽然是傻子也能够管理的公司，而且也是垄断性质的，
但是，资料也蛮多的。
请给予时间准备资料。
根据Wessex Water提供的资料：
Wessex Water supplies 1.2 million customers with around 363 million litres of water a day.
We have:
• 105 water sources
• 110 water treatment works
• 197 booster pumping stations
• 368 service reservoirs and water towers
• 11,400 kilometres of water mains
Wessex Water takes away and treats 499 million litres of sewage from 2.6 million customers every day.
Our sewerage system includes:
• 16,500 kilometres of sewers
• 402 sewage treatment works
• 1,022 combined sewer overflows
• 1,455 pumping stations
Financial highlights
• Regulatory capital value £1,987m.
• Turnover £367m.
• Debt capital value ratio 62%
注意：
Crucially, the strategic direction statement will also provide the context for the next five to 10 years. We hope that all our regulators will take the long term view when investment priorities and future prices are decided in 2009
至于Wessex Water的经营期限，我就找不到任何资料，有人知道吗？
我记得我看过，那里有说Wessex Water到某年就会被检讨（不是水费检讨），如果检讨不过关就会终止合约并被接管。
或许有人会找到这方面的资料吧？
不过，我私人上觉得，既然Wessex Water的Bond 可以发行到 2049年以后，那么Wessex Water应该没有问题。
[ 本帖最后由 wwloon32 于 16-7-2008 08:31 PM 编辑 ] |
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发表于 16-7-2008 10:20 PM
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回复 1918# wwloon32 的帖子
我最在意的是它的 CAPEX ..不知道几时才会减少/停止...
到目前为止投入的 CAPEX 比真正赚的还多.... |
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发表于 16-7-2008 10:30 PM
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原帖由 kingermy 于 16-7-2008 10:20 PM 发表 
我最在意的是它的 CAPEX ..不知道几时才会减少/停止...
到目前为止投入的 CAPEX 比真正赚的还多....
你找到这方面的资料了吗？
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发表于 16-7-2008 10:41 PM
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回复 1919# kingermy 的帖子
CAPEX没有可能减少，增加就有。
因为Wessex Water需要投入资本更换排污和水务以确保水质得到保证。
如果水质是很差的话，那么Wessex Water应该会被罚款总营业额的10%吧？ |
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发表于 16-7-2008 11:20 PM
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发表于 17-7-2008 11:22 PM
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建议你在Wessex Water下载final business plan，那里的第13页到第16页有写一些资金用途，至少是与CAPEX有关。这样会让你更加了解这公司为什么要投入那么多。 |
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发表于 22-7-2008 11:14 AM
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DJ MARKET TALK: Deutsche Cuts YTL Power Target To MYR1.80
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0241 GMT [Dow Jones] STOCK CALL: Deutsche Bank keeps Hold rating on YTL Power (6742.KU) but cuts target to MYR1.80 from MYR2.22 due to higher regulatory, policy risk following implementation of windfall tax. Effective July 1, independent power producers will have to pay 30% windfall tax on BIT that generates 9% OR (EBIT/net Fixed Assets); move could dampen YTL Power's PBT by MYR90 million/year, takes off MYR367 million off its DCF valuation. However, impact will likely be cushioned by higher contribution from UK's Wessex Water as next price review in April 2010 will result in lower post-tax return of 4.2% from 5.1% currently. Shares down 0.6% at MYR1.79. (VGB)
Contact us in Kuala Lumpur. 603 2692 5254;
MarketTalk@dowjones.com
(END) Dow Jones Newswires
July 21, 2008 22:41 ET (02:41 GMT)
Copyright (c) 2008 Dow Jones & Company, Inc. |
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发表于 22-7-2008 04:25 PM
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发表于 22-7-2008 04:53 PM
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发表于 22-7-2008 04:58 PM
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发表于 22-7-2008 05:07 PM
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发表于 22-7-2008 05:42 PM
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发表于 22-7-2008 05:47 PM
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发表于 22-7-2008 06:44 PM
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发表于 22-7-2008 07:29 PM
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发表于 22-7-2008 08:49 PM
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发表于 22-7-2008 10:54 PM
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回复 1932# 红龙 的帖子
我生平第一次買股票便是ytlpower，至今已经快十一年了，拿了它不少利息和庫存股还有特别优惠的warrant。不打算卖了，收它二三十年,當它是一项試驗品，看它能否發揮複利的威力。畢竞它紿的利息也比银行的定存高，而且公司也在逐年成長。
[ 本帖最后由 股市菜鳥 于 22-7-2008 10:55 PM 编辑 ] |
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发表于 22-7-2008 11:27 PM
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发表于 22-7-2008 11:37 PM
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