Tteffub Nerraw's comment on YTLPOWR. All Comments

Tteffub Nerraw
7 Like · Reply
公司会派发bonus warrant,简单来说就像是免费门票,可以让你以后用便宜的价格(叫exercise price)买它的股票。如果到warrant到期的时候,公司股价高过这个exercise price,你就可以用warrant便宜买进,然后高价卖出赚钱。如果大多数warrant持有人行使这个权利,公司就会选择发行新股(增加市场上的股票数量)或者卖出它自己手上的股票(叫treasury shares)来满足需求。
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XIN RONG CHENG STANLEY (STANLEY)
持有票每个人都会得到的吗 还是需要另外的购买
Like · 22 hours · translate
Tteffub Nerraw
持有票每个人都会得到free warrants
1 Like · 22 hours · translate
Gan Chee Kai
这个 free warrant 就好像 ESOS scheme, 要等 expiry date
Like · 21 hours · translate
joyce joyce
一股也有?泄成这样真无语
Like · 21 hours · translate
Tteffub Nerraw
5股送1warrant. 真正的受益者始终是内部人士。没错,这类似于员工股票期权计划(ESOS)。此外,这会在未来的几个月或几年内给新买家带来更多潜在的风险,因为主要股东可能会将凭单转换为股票,并在市场上抛售。
Like · 21 hours · translate
Tteffub Nerraw
你要问自己一个问题,管理层是偏向玩股价还是专注做生意的?我猜公司以后肯定会缺钱,所以才发免费凭单,然后很直接跟你讲要增发20%新股,这样的做法其实一目了然。
1 Like · 21 hours · translate
hua fong
你好,可以请问一下我有买YTL Power股,会有free bonus warrant 吗?还是需要另买warrant? 不太明白为什这个warrant不可以卖
Like · 20 hours · translate
DawscpJ
所以现有股东不喜欢免费warrant 才会被抛售??
Like · 20 hours · translate
Tteffub Nerraw
5股送1warrant..什么都不用做。他们给你免费的不能交易的warrant,目的就是叫散户专心投资股价,不要只顾着炒warrant。
Like · 20 hours · translate
joyce joyce
ytlp每次都是大动作的起伏很大
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Greys Chen
这个warrent 是个折扣voucher 给你用更便宜的价格买母股
Like · 20 hours · translate
Tteffub Nerraw
真正目的就是通过发20%的新股来筹更多资金。大部分公司都用Newshare/right issue/private placement,但这家公司选择发免费不能交易的warrant。不过,资金方可不是傻的,所以今天股价才会跌。现在就看公司会不会U-turn。
1 Like · 20 hours · translate
James Ku
这个意思是你要不要都要被逼花钱买股,不然就被稀释你的股票价值?
1 Like · 20 hours · translate
Mui Choo
tteffub..... does this warrant has a vesting period before we can exercise like esos? i guess no right, can exercise any time before expiry...
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Gan Chee Kai
可以 exercise within the period
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Gan Chee Kai
是的,资金方不傻的,看今天的股价表现就知道。我不觉得会 u turn
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Greys Chen
我知道你们大家都在等底部,建议几时可以操低?2.45?
Like · 20 hours · translate
Yang Yang
我觉得不可能跌那么低的……
Like · 20 hours · translate
Tteffub Nerraw
MC, the company warrant are not tradable. It is like a discount coupon with your name and exercise period of 3 years. If you no exercise it, means burn lo... It cannot be transferable. This is not IB warrant.... the insider boss sure will exercise it. so it is a right issue when existing owner who didnt exercise it will get smaller cake... good for T20 and bad for B80 retailer. This is a strategy for insider to have better control of the share price volatility.
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2 Like · 19 hours · translate
Max Lim
in return.mean share diluted 20% and same to the share prices. your share price will be dilute
Like · 18 hours · translate
Tteffub Nerraw
Insider could buy back when share price too low and exercise warrant when share price too high.. hehehe.. dilute slowly la.. mayb 5% a year lo...
1 Like · 18 hours · translate
Tteffub Nerraw
Max.. it depend if they want to accumulate or distribute...hehe.. they can be the support and resistance and still make money. Who is this strategist. Very pandai.
1 Like · 18 hours · translate
Tteffub Nerraw
这公司warrant不能交易,就像一张有你名字的折扣券,有效期3年。如果不行权,就等于浪费了,而且不能转让。这不是投资银行的warrant,老板肯定会行权。所以这其实是权利配售,没行权的股东份额会变小,对T20有利,对B80的散户不利。内部人士可以在股价低时回购,高时行权,慢慢稀释股东的股份。看他们是想积累还是分配,反正照样能赚钱。也许今天那对狼兄弟已经开始实施他们的策略了。
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1 Like · 18 hours · translate
Tteffub Nerraw
巴菲特总是说,经理的责任是以最大化股东长期价值为目标,同时对员工和客户保持公平。我在想,他们符合这个标准吗?问问自己,他们对B80股东公平吗?对员工公平吗?还是只对自己公平?我希望他们马上U-turn。
Like · 18 hours · translate
Tteffub Nerraw
Ching, here... i got say liao..
Like · 18 hours · translate
Fu Yong127
Hi Tteffub, 我很认真看你这段话 但还是看不懂哈哈哈哈(对T20有利,对B80的散户不利。内部人士可以在股价低时回购,高时行权,慢慢稀释股东的股份)
2 Like · 17 hours · translate
Tteffub Nerraw
没关系,你不懂也没问题,毕竟这不是那么容易懂的,哈哈。T20是拥有公司40%股份的老板,B80是拥有剩余股份的小股东。如果股价下跌,T20会低买;如果股价上涨,T20会exercise warrant赚更多。对T20来说是双赢。而B80可能没钱exercise warrant,或者average down,股价涨时赚得少,股价跌时亏得多。如果所有人同一天行使Warrant,股份会被稀释20%。不过,我相信T20会每周慢慢行使warrant,这样对股价的影响不会太大。现在的下跌对T20来说是个好机会,可以趁低吸更多股票,拿更多warrant,在接下来的3年里慢慢行使。简单来说,股价对B80投资者来说,上涨空间有限,下跌风险更大。
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1 Like · 17 hours · translate
Mui Choo
tteffub..... great and hope u dont delete this thread cux i need to re-read n digest the dilution effect.
2 Like · 16 hours · translate
Tteffub Nerraw
MC, alright. The shares fall so much, meaning, the market has voted. Do you think the free warrant proposal will get approve? A great CEO just said before 5pm, apparently free warrant proposal wasn't taken well, so we will retract the proposal. (I might just be wishful thinking)
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Like · 15 hours · translate
Yang Yang
Haha….He thinking us market
Like · 15 hours · translate
Tteffub Nerraw
haha, that why i say wishful thinking lor... What retailer can do is to avoid buying any future memoir book at Popular if they did not U turn. Anyway it is not the first time a CEO don't understand what their shareholders wants....wont be the last..
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Like · 15 hours · translate
Yang Yang
See YTL now how much?haha….1:5? become 0.30 -0.40cents!haha….
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matches leong
later 6pm annoucement no more free warrant.. hahahah
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Yang Yang
Haha….ytl free warrant 30-50cents
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Cllam Lan
it just a free gift. u have nothing to lose.
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Yang Yang
Ytlpower 2.50 …1:5=70cent !哈哈哈
1 Like · 14 hours · translate
Yang Yang
Nvda’s boss see it also “Ben”
Like · 14 hours · translate
Tteffub Nerraw
Yang, if you put one spoonful of coffee into a cup of hot water, You see black coffee on day one. If you put a pinch of coffee into a cup of hot water daily for the duration of 3 years, you only notice the the black coffee on the 3rd years. And if you continue to pour hot water and pinch of coffee every day throughout the 3 years, your cup of coffee can never be black. Therefore, the company must reasonably increase its profit to maintain the share price at the current price if they wanted to silently buying new shares at a discount using the warrant.. If company do like that slowly, then the share price can go higher even with dilution if EPS can go higher in this three year. Fund manager, go give CEO team a call!
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1 Like · 14 hours · translate
Yang Yang
Big holder win only …
Like · 14 hours · translate
Tteffub Nerraw
Yes, you must have the ability to exercise the warrant at the correct time.. also this is unfair to new future player who want to play the game.. as existing player have free warrant while they dont... This warrant change the rule in the YTL chess game. You must throughly understand the Risk and reward before playing this 3 dimensional chess. Therefore, majority traditional player most likely avoid playing the game.
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Like · 14 hours · translate
Yang Yang
Haha….crazy’s dreams thinking here can be US market
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Tteffub Nerraw
Well let see what happen soon. Most fund manager should have clarified with the insiders, time to entry soon. Read my coffee comment. you will know why Fund manager will enter soon if CEO confirm my coffee theory.
Like · 14 hours · translate
Yang Yang
这是大咖资金的游戏,不是给小散户的!问题是大马市场适合不适合……外资还在撤出股市的情况下
Like · 14 hours · translate
Tteffub Nerraw
你可以把它想象成做咖啡。第1天,你把一勺咖啡放进热水里,马上就变成黑咖啡了。但如果你每天只放一点点咖啡粉,过3年后,咖啡才会变黑。如果你每天都加一点点,咖啡永远不会变得很黑。

这就像公司慢慢增加利润的方式。如果公司利润增长,它还是可以维持股价,即使有一些warrant造成的稀释。公司需要确保未来三年,利润(EPS)能够增长20%,这样才能支持股价保持在高位。所以如果公司发放warrant(就是给股东更便宜的股票),股价依然可以上涨,只要赚的钱多了。

但问题是,这对新股东很不公平,因为现有股东得到免费的warrant,而新股东要按全价买股票。这改变了游戏的“规则”。新玩家可能会觉得不公平,可能会不想加入。

最重要的是,作为投资者,你必须理解这“3D棋局”的风险和回报。公司如何处理warrant,会决定它对未来投资者是好还是坏的交易。
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Like · 14 hours · translate
Tteffub Nerraw
简单来说,你必须在免费warrant发放前决定好要不要投资YTL接下来的3年。因为如果你在warrant发放后才进去,你就没有warrant,赚的钱机会会比那些拿到免费warrant的人少。记得,一定要exercise Warrant!
Like · 14 hours · translate
Tteffub Nerraw
哈哈,网上大名鼎鼎的导师,你们可以随便使用我的咖啡类比和解释哦!嘿嘿 Sayonara. Signing off.
Like · 14 hours · translate
Yang Yang
How much it can drop?haha….drop until 2.50?哈哈!
Like · 14 hours · translate
Tteffub Nerraw
I think once fund manager call Management Team and if the situation is like what i said.. monday up 10% lu..
Like · 13 hours · translate
Just Chill
TN兄 不要跟他浪费时间 他不太会的 呵呵
Like · 13 hours · translate
Tteffub Nerraw
ok, chill ...btw i got buy ytl today ya.. you guys study first.. let me know if i am wrong..
Like · 13 hours · translate
Yang Yang
Yup~我也是認為不可能一直跌!1:5,股价最好是高点才能有利益!
Like · 13 hours · translate
JS Wee
may these comments become thesis like the crazily long comment at genting lol. good quality comments here rather than cursing the price to drop.
1 Like · 13 hours · translate
Leong ginn woei
Tteffub Nerraw,你的分享很棒。
如果你同意,我想把你的观点分享到社交平台,我觉得这可以帮助到很多人。

我会在分享的开头,注明是klse平台的tteffub Nerraw。
2 Like · 13 hours · translate
Tteffub Nerraw
Okie
Like · 13 hours · translate
Leong ginn woei
谢谢你的同意。
感谢你深入浅出的无私分享,让很多人可以清楚整个企业活动的目的和市场为何会有如此的反应。
1 Like · 13 hours · translate
Leong ginn woei
Ttdffub Nerraw,我刚把你的观点和分析,分享到面子书the rainmaker 股市造雨者里。
因为是引用你的观点,如果你看了觉得不适合发布,请告诉我,我会删帖。
1 Like · 12 hours · translate
Tteffub Nerraw
好的好的。。
1 Like · 12 hours · translate
Just Chill
yes bro I totally agree with your statement. As long as the company business still has growth potential, I suggest to dca if you are holding. Just ignore that clown, everyone here know his pattern he always making non-sense statement
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Like · 12 hours · translate
Tteffub Nerraw
当啊婆突然打扮使用口红,一定有事发生。她可能在谈恋爱。YTL会不会在三年后,尝试把公司私有化呢?这三年,T20先让B80投资者因为股价跌而行使warrant被稀释,或者直接cut loss走人。然后T20们就在接近warrant的行使价慢慢收票。一旦票够多,T20们就exercise warrant,把持股比例拉到差不多75%,然后再提私有化计划。所以咯,T20现在要在免费warrant发之前,尽量用最低价收多多票……哇,我一定是喝醉了(Freefloat 25-28%)
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1 Like · 10 hours · translate
Yang Yang
你醉了~等下周就懂!有資金進來撐著,下個月就是春天!
1 Like · 10 hours · translate
Tteffub Nerraw
当你排除了不可能的所有情况,剩下的,无论多么不可能,必须就是事实。聪明的商人会把别人的钱变成自己的钱,聪明的CEO会把别人的股份变成自己的股份。是时候实施“先出后进”的策略,以提高盈利的机会。Bella ciao~
1 Like · 10 hours · translate
Yang Yang
我只能说不要去理会什么warrant 1:5的问题,股价还是有机会上涨。如果股价低也不够他们发展,哈哈~
1 Like · 9 hours · translate
Tteffub Nerraw
I foresee YTL and YTLP will attempt to privatise in 3 years. Jensen Hwang are you interested?
3 Like · 8 hours · translate